Learn how to automate the creation of HubSpot contacts from IndiaMART leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating IndiaMART with HubSpot, first access Pabbly Connect. This platform allows you to automate workflows seamlessly. Sign in to your existing account or create a new one if you are a first-time user.
Upon logging in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow. Click on the button that says ‘Create Workflow’ to begin the automation process.
2. Creating a Workflow in Pabbly Connect
In this step, you will set up a workflow to automate the process of adding new leads from IndiaMART to HubSpot. When prompted, name your workflow as ‘Create HubSpot Contacts from IndiaMART Leads’. using Pabbly Connect
- Click on the top right corner button that says ‘Create Workflow’.
- Select the appropriate folder where you want to save this workflow.
After naming your workflow and selecting a folder, click on the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result.
3. Setting Up the Trigger in Pabbly Connect
To set the Trigger, select IndiaMART as the application. The event you want to trigger is ‘New Lead’. This means that every time a new lead is created in IndiaMART, Pabbly Connect will capture this event.
Once you select the Trigger application and event, Pabbly Connect will provide you with a Webhook URL. Copy this URL and head over to your IndiaMART account to complete the connection.
- Navigate to the Lead Manager in IndiaMART.
- Select ‘Import Export Leads’ and choose the ‘Push API’ option.
- Paste the Webhook URL from Pabbly Connect.
After pasting the URL, click on ‘Save Details’. This will establish the connection between IndiaMART and Pabbly Connect. You can now test the setup to ensure it captures lead data correctly.
4. Setting Up the Action in Pabbly Connect
Now that the Trigger is set up, it’s time to configure the Action. For the Action application, select HubSpot and choose the event ‘Create Contact’. This will allow you to add the new lead as a contact in HubSpot.
Click on the ‘Connect’ button to authorize the connection between Pabbly Connect and HubSpot. Once authorized, you will be prompted to fill in the contact details that you wish to create in HubSpot.
Map the fields from the previous step to the corresponding HubSpot fields. Ensure all required fields are filled in, such as name, email, and phone number.
After mapping the necessary fields, click on ‘Save and Send Test Request’. This will create a contact in HubSpot based on the lead data received from IndiaMART.
5. Verifying the Integration in HubSpot
To confirm that the integration is successful, log into your HubSpot account. Check the contacts section to see if a new contact has been created with the details from your IndiaMART lead.
Once you find the new contact, you can view all relevant details, including name, email, and inquiry message. This indicates that Pabbly Connect has successfully automated the process between IndiaMART and HubSpot.
This integration allows your sales team to access lead details quickly and efficiently, facilitating better lead management and follow-ups.
Conclusion
In conclusion, using Pabbly Connect to automate the creation of HubSpot contacts from IndiaMART leads streamlines your workflow. This integration saves time and enhances lead management efficiency, making it easier for your sales team to nurture potential clients effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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