How to Create Keap Contact from IndiaMART Lead Using Pabbly Connect

Learn how to integrate IndiaMART with Keap using Pabbly Connect to automate contact creation from leads. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Keap contact from an IndiaMART lead, you need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser and navigate to the landing page.

On the landing page, you will see options to sign up or sign in. If you’re a new user, click on ‘Sign Up for Free’ to get started with 100 tasks free each month. Existing users should click on ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for it. Name your workflow as ‘IndiaMART Automation’ and select the folder named ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.

After selecting the trigger, click on ‘Connect’ to link your IndiaMART account with Pabbly Connect. You will need to enter your CRM key from the IndiaMART account settings to establish this connection.

3. Mapping IndiaMART Leads in Pabbly Connect

After connecting your IndiaMART account, save the connection and click on ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the latest lead from your IndiaMART account. You will see details like sender’s name, mobile number, and email address.

Make sure to check the captured details to ensure everything is correct. This data is essential as it will be used to create a new contact in Keap. You will also need to map these details in the next steps.

4. Creating a Contact in Keap Using Pabbly Connect

Now that you have the lead details captured, it’s time to create a contact in Keap. Select ‘Keap CRM’ as your action application and choose the action event ‘Create or Update Contact’. Click on ‘Connect’ to link your Keap account.

Upon successful connection, you will need to map the details from the previous step into the fields required by Keap. For example, map the email to the email field and use the text formatter in Pabbly Connect to split the full name into first and last names.

• Map the email address from the IndiaMART lead.
• Use the text formatter to split the full name into first and last names.
• Fill in any additional required fields as necessary.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the contact in Keap. You should receive a positive response indicating that the contact has been successfully added.

5. Conclusion

In this tutorial, we demonstrated how to create a Keap contact from an IndiaMART lead using Pabbly Connect. This integration automates the process of capturing leads and adding them to your CRM, streamlining your workflow.

By following the steps outlined, you can easily set up this integration and enhance your lead management process. Utilizing Pabbly Connect allows for seamless automation between IndiaMART and Keap, ensuring you never miss a lead.

In conclusion, using Pabbly Connect to integrate IndiaMART with Keap simplifies the process of managing leads and contacts effectively.