How to Create Agiled Contact from IndiaMART Leads Using Pabbly Connect

Learn how to automate the creation of Agiled contacts from IndiaMART leads using Pabbly Connect. Follow this step-by-step tutorial to streamline your CRM integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Agiled contacts from IndiaMART leads, start by accessing Pabbly Connect. This platform allows you to automate workflows between different applications, making your integration seamless.

To use Pabbly Connect, visit its homepage. If you are a new user, click on ‘Sign Up Free’ to get started. Existing users can simply sign in. Once logged in, you will see the Pabbly apps window, where you can select Pabbly Connect to begin the automation process.

2. Creating a Workflow in Pabbly Connect

Now that you’re in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located on the top right corner of the dashboard.

• Name your workflow, for example, ‘IndiaMART Automation’.
• Select a folder to organize your workflow.
• Click the ‘Create’ button to finalize.

This sets up the foundational step for your integration. You will now define a trigger and an action for your workflow.

3. Setting Up the Trigger with IndiaMART

The next step involves setting up the trigger in Pabbly Connect. Select ‘IndiaMART’ as your trigger application and choose ‘New Leads’ as the trigger event. This will ensure that every time a new lead is generated, the workflow is activated.

To connect your IndiaMART account, click on ‘Connect’ and then ‘Add New Connection’. You will need your CRM API key from your IndiaMART account. Navigate to your IndiaMART account settings, find the CRM API key section, generate a new key, and copy it.

• Paste the CRM API key back into Pabbly Connect.
• Click ‘Save and Send Test Request’ to confirm the connection.

Once the connection is successful, you will receive a response containing lead details, confirming that your trigger is set up correctly.

4. Configuring the Action Step to Create Contacts in Agiled

After setting up the trigger, it’s time to configure the action step in Pabbly Connect. Select ‘Agiled’ as your action application and choose ‘Create Contact’ as the action event. This will allow you to automatically create a new contact in your Agiled account when a new lead is received.

To connect Agiled, click on ‘Connect’ and then ‘Add New Connection’. You will need to provide the API key from your Agiled account. Go to your Agiled account settings, find the API settings, and generate a new API key.

Paste the API key into Pabbly Connect. Map the fields such as first name, last name, email, and phone number from the lead data.

Once you have mapped the data, click on ‘Save and Send Test Request’ to create the contact in Agiled. You can verify the new contact in your Agiled account under the contacts section.

5. Summary of the Automation Process

In this tutorial, we have successfully integrated IndiaMART with Agiled using Pabbly Connect. The process involved setting up a trigger for new leads in IndiaMART and configuring actions to create contacts in Agiled.

This automation ensures that every new lead is captured and transformed into a contact in your CRM without manual intervention. You can also clone this workflow for other applications as needed.

For further assistance or to explore other integrations, feel free to reach out to the Pabbly support team. With Pabbly Connect, you can automate various workflows and improve your business efficiency.

Conclusion

This tutorial demonstrated how to create Agiled contacts from IndiaMART leads using Pabbly Connect. By automating this process, you can streamline your CRM management and enhance productivity.