How to Create Pipedrive Person from IndiaMART Leads Using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from IndiaMART leads using Pabbly Connect in this detailed tutorial. Follow the exact steps to integrate these applications efficiently.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Pipedrive person from IndiaMART leads, you first need to access Pabbly Connect. Start by searching for ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect homepage.

On the homepage, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks monthly. Existing users can sign in directly to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once you are signed in to Pabbly Connect, navigate to your dashboard. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow.

For this integration, name your workflow something like ‘IndiaMART Automation.’ You can save this workflow in a folder for better organization. After naming, click on the ‘Create’ button to proceed to the trigger and action setup.

3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the automation follows the concept of trigger and action. For this integration, the trigger application will be IndiaMART, and the action application will be Pipedrive. Search for IndiaMART in the trigger window and select ‘New Leads’ as the trigger event.

This trigger will check for new data every 24 hours, ensuring that it captures the latest leads from IndiaMART. To establish the connection, click on the ‘Connect’ button and enter your CRM API key from your IndiaMART account settings.

• Log into your IndiaMART account.
• Go to Settings and find Account Settings.
• Locate the CRM API section to generate and copy your API key.

Paste the API key in Pabbly Connect and click on ‘Save’ to establish the connection. After this, click on ‘Save and Send Test Request’ to capture the latest lead details.

4. Creating a Person in Pipedrive from Leads

With the lead details successfully captured in Pabbly Connect, the next step is to create a person in Pipedrive. Search for Pipedrive in the action application section and select ‘Create a New Person’ as the action event.

Click on ‘Connect’ to establish the connection between Pabbly Connect and Pipedrive. You will need to enter your Pipedrive API token, which can be found in your Pipedrive account settings under API.

• Access your Pipedrive account.
• Navigate to Personal Preferences and then to API.
• Copy your personal API token and paste it in Pabbly Connect.

Once the connection is established, use the mapping feature in Pabbly Connect to insert data from the IndiaMART lead into the Pipedrive fields. This ensures that every new lead creates a corresponding person in Pipedrive automatically.

5. Conclusion

Using Pabbly Connect, you can seamlessly automate the creation of Pipedrive persons from IndiaMART leads. This integration simplifies your workflow, ensuring that every new lead is captured and processed efficiently.

By following the steps outlined in this tutorial, you can enhance your lead management process and make the most out of your integrations with Pabbly Connect. Start automating today for better productivity!