How to Create Flodesk Subscriber from IndiaMART Leads Using Pabbly Connect

Learn how to integrate IndiaMART Leads with Flodesk using Pabbly Connect. This step-by-step tutorial guides you through the process of creating subscribers automatically. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create a Flodesk subscriber from IndiaMART leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website, where you can either sign in as an existing user or sign up for free if you are new. Signing up gives you 100 free tasks every month, making it an excellent choice for beginners.

Once logged in, you will be directed to the dashboard. Here, you can create a new folder for your workflow by clicking on the folder icon. Name your folder, for example, ‘Automations for IndiaMART,’ and click on Create to proceed. This organization will help you manage multiple workflows effectively.

Setting Up Workflow in Pabbly Connect

After creating your folder, the next step is to set up your workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘IndiaMART Automation.’ Select the folder you just created for better management.

Now, you will see two main components: Trigger and Action. The trigger application is IndiaMART, while the action application is Flodesk. Click on IndiaMART to select a trigger event. Choose ‘New Leads’ as your trigger, which activates the workflow whenever a new lead is captured.

• Select ‘New Leads’ as the trigger event.
• Click on Connect to establish a connection with your IndiaMART account.
• Input your CRM API key obtained from your IndiaMART account settings.

Once connected, you can save and send a test request to verify that the connection works. This will retrieve the details of the most recent lead from IndiaMART, confirming that your trigger setup is successful.

Connecting Flodesk with Pabbly Connect

The next step involves connecting Flodesk to Pabbly Connect. Click on the Action application and select Flodesk. Choose the action event ‘Create or Update Subscriber’ to ensure that new leads from IndiaMART are added as subscribers in Flodesk.

To connect your Flodesk account, click on ‘Connect’ and allow Pabbly Connect access to your Flodesk account. This step is crucial for enabling data transfer between the two applications. After successfully connecting, you will be prompted to fill in the required fields for creating the subscriber.

• Choose the field by which you want to create or update the subscriber (e.g., email).
• Map the email field from the IndiaMART lead details.
• Enter the first name and last name fields as well.

After mapping the fields, save your settings and send a test request to ensure that the subscriber is created successfully in Flodesk.

Finalizing the Workflow in Pabbly Connect

With the Flodesk connection established, you can now finalize your workflow in Pabbly Connect. If you want to include the subscriber in a specific segment, add another action step using the Flodesk event ‘Add Existing Subscriber to Segment.’ This step allows for better organization of your subscribers.

To complete the setup, send a final test request to confirm that the entire workflow works seamlessly. Check your Flodesk account to see if the subscriber has been added with the correct details. This confirmation ensures that your integration between IndiaMART and Flodesk is functioning as intended.

Verify the subscriber’s details in Flodesk. Ensure that all mapped fields are accurate. Test the workflow to confirm it triggers correctly.

Once you verify that everything is working, you can activate your workflow, allowing it to run automatically whenever a new lead is generated through IndiaMART.

Conclusion

In this tutorial, we demonstrated how to create a Flodesk subscriber from IndiaMART leads using Pabbly Connect. By following the steps outlined, you can automate the process and efficiently manage your leads. This integration saves time and enhances your marketing efforts significantly.