How to Integrate India Mart Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate India Mart leads into Salesforce using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate India Mart leads into Salesforce, you first need to access Pabbly Connect. This platform allows seamless automation between different applications, making it easy to manage your leads effectively.

Start by visiting the Pabbly Connect homepage. Here, you can either sign up if you’re a new user or sign in if you already have an account. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create your first workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that connects your India Mart account to Salesforce. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘India Mart Leads to Salesforce’.
• Select a folder for your workflow to keep it organized.
• Click on the ‘Create’ button to finalize your workflow setup.

This workflow will consist of a trigger and an action. The trigger will capture new leads from India Mart, and the action will send these leads to Salesforce, enabling you to track inquiries efficiently.

3. Setting Up the Trigger from India Mart

In this step, you will set up the trigger in Pabbly Connect to capture new leads from your India Mart account. Choose India Mart as your trigger application and select the event as ‘New Leads’.

Once you select the trigger event, Pabbly Connect will generate a webhook URL. You need to copy this URL and navigate to your India Mart account. Here’s how to set it up:

• Log in to your India Mart account and go to the Lead Manager.
• Select ‘Import/Export Leads’ and then choose ‘Push API’.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL.

After saving the details, generate an OTP to complete the integration process. This way, you ensure that your India Mart leads are automatically sent to Pabbly Connect.

4. Connecting Salesforce as the Action Application

Now that you have set up the trigger, the next step is to configure Salesforce as your action application in Pabbly Connect. Select Salesforce and choose the action event as ‘Create a Lead’.

To connect Salesforce, click on the ‘Connect with Salesforce’ button. You will need to authorize Pabbly Connect to access your Salesforce account. Once authorized, you can proceed to map the lead details from your India Mart account to Salesforce.

Map the lead’s name, phone number, and email from the previous step. Ensure all required fields in Salesforce are filled correctly. Click on ‘Save and Send Test Request’ to finalize the setup.

After saving, check your Salesforce account to verify that the new lead has been created successfully. This integration allows you to manage your inquiries seamlessly.

5. Testing the Integration and Finalizing Setup

To ensure that everything is functioning correctly, it’s important to test the integration between India Mart and Salesforce via Pabbly Connect. Generate a test lead in your India Mart account.

Once you create a test lead, Pabbly Connect will capture this lead and display it in your workflow. Check the response to confirm that the lead details are accurate and that they have been successfully sent to Salesforce.

If the test is successful, you can be confident that your automation is working as intended. This means every new lead generated in India Mart will automatically create a corresponding lead in Salesforce, streamlining your lead management process.

Conclusion

Using Pabbly Connect, you can effectively automate the integration of India Mart leads into Salesforce. This setup not only saves time but also ensures that you never miss potential customer inquiries. By following these steps, you can enhance your lead management process effortlessly.