How to Create Salesmate Contacts from IndiaMART Leads Using Pabbly Connect

Learn how to automate the creation of Salesmate contacts from IndiaMART leads using Pabbly Connect. Step-by-step guide to streamline your CRM integration. 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

1. Accessing Pabbly Connect for Integration

To create Salesmate contacts from IndiaMART leads, start by accessing Pabbly Connect. This platform allows you to automate the process seamlessly. If you are a new user, click on the ‘Sign Up Free’ button, which takes only a few minutes.

Once you have signed up or logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new folder for your workflow by clicking on the plus icon and naming it, for example, ‘Automations for IndiaMART’. This organization helps manage your integrations effectively.

2. Creating a Workflow in Pabbly Connect

Next, to set up the integration, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow, such as ‘IndiaMART Automation’. After naming, you can select the folder you created earlier.

• Click on ‘Create’ to proceed to the next step.
• Choose the trigger application as IndiaMART.
• Select the trigger event as ‘New Leads’.

After selecting the trigger, connect your IndiaMART account by adding a new connection. You will need to enter the CRM API key from your IndiaMART account settings. This key is essential for the integration to function properly.

3. Setting Up the Trigger in Pabbly Connect

Once your IndiaMART account is connected to Pabbly Connect, you can test the connection. Clicking on ‘Save and Send Test Request’ will fetch the most recent lead details from your IndiaMART account. This step ensures that the trigger is functioning correctly.

Upon successful testing, you will receive lead details, including the name, mobile number, email address, and other relevant information. This data is crucial for creating a new contact in Salesmate.

• Verify that the details received match your expectations.
• If successful, proceed to set up the action application.

Now that the trigger is set up, you can move on to the action application, which will be Salesmate. This is where you will create the contact based on the lead information received.

4. Connecting Salesmate as the Action Application

In this step, select Salesmate as your action application in Pabbly Connect. Choose the action event as ‘Create Contact’. To connect your Salesmate account, you will need to enter specific details such as the hostname, session token, and account URL.

To find these details, log into your Salesmate account. The hostname is your account name, the session token can be found in your account settings under access keys, and the account URL is also available in your Salesmate profile. Enter these details into Pabbly Connect to establish the connection.

Ensure all fields are filled accurately to avoid connection issues. Click on ‘Save’ to complete the connection.

After successfully connecting Salesmate, you can now map the lead details from IndiaMART to the corresponding fields in Salesmate, such as first name, last name, mobile number, and email address.

5. Finalizing the Integration Process

To finalize the integration in Pabbly Connect, ensure that all required fields are mapped correctly. This includes splitting the full name into first and last names using the text formatting action in Pabbly Connect. After mapping, click on ‘Save and Send Test Request’ to check if the contact creation is successful.

Once you receive a success response, check your Salesmate account to confirm that the new contact has been created. Refresh the page to see the new entry with the lead’s details. This confirms that your integration is working as intended.

Monitor the integration for any errors or issues. You can modify the workflow as needed for future leads.

By following these steps, you have successfully set up an automated process to create Salesmate contacts from IndiaMART leads using Pabbly Connect.

Conclusion

In summary, integrating IndiaMART leads with Salesmate contacts through Pabbly Connect streamlines your lead management process. By setting up triggers and actions, you can automate contact creation efficiently, saving time and improving productivity.