How to Create Agile CRM Contact from IndiaMART Lead Using Pabbly Connect

Learn how to automate the creation of Agile CRM contacts from IndiaMART leads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Agile CRM contacts from IndiaMART leads, start by accessing Pabbly Connect. Open a new tab and search for Pabbly.com/connect. This platform allows you to automate the integration between IndiaMART and Agile CRM efficiently.

Upon reaching the Pabbly Connect page, you have two options: sign up for a new account or sign in if you already have one. Signing up is quick and grants you free tasks each month. Once logged in, navigate to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating the lead capture process. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘IndiaMART Automation.’ Select a folder to save it and proceed to the next step.

• Click on ‘Create’ to open the main workflow window.
• Set up the trigger application, which is IndiaMART.
• Select ‘New Leads’ as the trigger event.

After setting the trigger, you need to connect your IndiaMART account by clicking on ‘Add New Connection’. You will be required to enter your CRM key, which you can find in your IndiaMART account settings under the CRM API section.

3. Configuring IndiaMART Trigger in Pabbly Connect

Once you’ve connected IndiaMART in Pabbly Connect, it’s time to configure the trigger. Click on the ‘Test Request’ button to fetch the latest lead details. This step is crucial as it allows you to see the data that will be captured from IndiaMART.

After a successful request, you should receive a response containing various lead details, such as the lead’s name, email, and contact number. If you don’t see the response immediately, remember that this is a polling-based system, and it may take some time to retrieve new leads.

4. Setting Up Agile CRM Action in Pabbly Connect

Next, you need to set up the action in Pabbly Connect to create a new contact in Agile CRM. Select Agile CRM as your action application and choose ‘Create Contact’ as the action event. This is where the lead details will be sent from IndiaMART to Agile CRM.

To connect Agile CRM with Pabbly Connect, you will need to enter your Agile CRM login email, API key, and domain. You can find the API key in your Agile CRM account under the Admin Settings section. After entering all required details, click on ‘Save’ to establish the connection.

5. Mapping Lead Details for Agile CRM Contact Creation

The final step in Pabbly Connect involves mapping lead details to create a new contact in Agile CRM. Use the details fetched from IndiaMART to fill in the required fields. For instance, you will map the lead’s name, email, and phone number to their respective fields in Agile CRM.

• Map the first name and last name by splitting the full name received from IndiaMART.
• Ensure all fields required by Agile CRM are filled with the correct lead details.
• Click on ‘Send Test Request’ to verify that the contact is created successfully.

After clicking the test request button, you should receive a positive response indicating that the contact has been created in Agile CRM. You can verify this by logging into your Agile CRM account and checking the contacts list for the newly created entry.

Conclusion

In this tutorial, we demonstrated how to create Agile CRM contacts from IndiaMART leads using Pabbly Connect. By following these steps, you can automate the process of capturing leads and managing customer relationships effectively. This integration enhances efficiency and ensures that no lead is missed, allowing for better customer engagement.