How to Create Vtiger CRM Contact from IndiaMART Lead | IndiaMART Vtiger Integration

Learn how to automate the creation of Vtiger CRM contacts from IndiaMART leads using Pabbly Connect. Follow our detailed tutorial for step-by-step instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process of creating Vtiger CRM contacts from IndiaMART leads, you first need to access Pabbly Connect. Simply visit the Pabbly Connect website and sign in if you are an existing user.

If you are new, you can click on ‘Sign up free’ to create an account. This process is quick and grants you access to 100 free tasks every month. Once logged in, navigate to the dashboard to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new folder for your workflow. Click on the icon to create a folder and name it ‘Automations for IndiaMART’. This helps keep your integrations organized.

• Click on ‘Create Workflow’.
• Name your workflow as ‘IndiaMART Automation’.
• Select the folder you just created.

Click on ‘Create’ to proceed. You will now be presented with two options: trigger and action. For this integration, the trigger application is IndiaMART, and the action application is Vtiger CRM.

3. Setting Up the Trigger Application in Pabbly Connect

In this step, you will set up the trigger application using Pabbly Connect. Click on IndiaMART as the trigger application and select the trigger event ‘New Leads’. This event will start the workflow whenever a new lead is captured.

Next, you need to connect your IndiaMART account by entering your CRM API key. To obtain this key, log into your IndiaMART account, navigate to settings, and find the CRM API option. If you haven’t generated a key yet, click on ‘Generate Key’ to create one.

• Copy the API key and paste it into Pabbly Connect.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once successful, you will see the details of the most recent lead received in your IndiaMART account.

4. Setting Up the Action Application in Pabbly Connect

After establishing the trigger, the next step is to set the action application, which is Vtiger CRM through Pabbly Connect. Select Vtiger as the action application and choose ‘Create Contact’ as the action event.

To connect your Vtiger account, you need to enter your username, access key, and domain. Retrieve your username and access key from the admin panel under preferences in your Vtiger account. Copy these details and paste them into the respective fields in Pabbly Connect.

Enter your Vtiger domain, which can be found in the browser URL bar. Click on ‘Save’ to connect your Vtiger account.

Now that the connection is established, you can proceed to map the lead details to create a new contact in Vtiger CRM.

5. Mapping Lead Details to Create a Contact

With the connection established, the final step is to map the details from the IndiaMART lead to create a contact in Vtiger CRM using Pabbly Connect. You will need to enter the first name, last name, email address, and mobile number. Use the mapping feature to pull data from the previous step.

For the full name, you can use the ‘Split Text’ action to separate the first and last names. Make sure to enter the separator as a space and select the segment index as all. After mapping these details, click on ‘Save and Send Test Request’ to verify the data transfer.

Once successful, go to your Vtiger account and refresh the page. You should see the newly created contact with the details from the IndiaMART lead. This confirms that your integration through Pabbly Connect is working effectively.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Vtiger CRM contacts from IndiaMART leads using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance your CRM efficiency.