How to Integrate IndiaMART Lead Manager Leads to Salesforce Using Pabbly Connect

Learn how to automate the integration of IndiaMART Lead Manager leads to Salesforce using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating IndiaMART Lead Manager leads with Salesforce, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing Pabbly.com/connect in your browser. Sign into your account using the ‘Sign In’ button located at the top right corner of the page.

After logging in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow for the integration. Click on the ‘Create Workflow’ option, where you will name your workflow, for instance, ‘Integrating IndiaMART Leads with Salesforce’. Select the appropriate folder for organization and click on create.

2. Setting Up the Trigger for IndiaMART Leads

In the workflow you just created, the next step is to set up the trigger using Pabbly Connect. Select IndiaMART as your trigger application. The specific event you want to trigger the workflow is ‘New Leads’. This means every time a new lead is generated in IndiaMART, it will initiate the workflow.

• Select IndiaMART as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once you have selected the trigger, you will be given a webhook URL. This URL acts as a bridge connecting IndiaMART to Pabbly Connect. You will need to paste this URL into your IndiaMART account to complete the connection.

3. Configuring IndiaMART to Use the Webhook URL

Now that you have the webhook URL, the next step involves configuring your IndiaMART account. Log into your IndiaMART seller dashboard and navigate to the ‘Lead Manager’ section. Click on the three dots, then select ‘Import/Export Leads’ and choose ‘Push API’.

In the Push API setup, you will need to enter the following details:

• Select ‘Others’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL into the Listener URL field.

Finally, save the details to establish the connection between IndiaMART and Pabbly Connect. This will allow leads from IndiaMART to be sent directly to Pabbly Connect whenever they are generated.

4. Testing the Connection and Capturing Leads

After configuring the webhook in IndiaMART, you need to test the connection to ensure it is working. Go back to your Pabbly Connect dashboard and check the status. It should indicate that it is waiting for a webhook response. To test this, submit a lead inquiry from your IndiaMART profile.

Once you submit the inquiry, return to Pabbly Connect and check if the lead details have been captured. You should see a success message along with the unique query ID and all relevant lead information such as sender name, email address, and company name.

5. Adding Captured Leads to Salesforce

With the leads successfully captured in Pabbly Connect, the final step is to add these leads to Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application. Choose ‘Create Lead’ as the action event.

Connect your Salesforce account by clicking on ‘Add New Connection’ and granting the necessary permissions. After connecting, you will need to map the captured lead data from IndiaMART to the respective Salesforce fields. This includes entering the first name, last name, email address, and other relevant details.

Once all the fields are mapped correctly, click on ‘Save and Send Test Request’. Check your Salesforce dashboard to confirm that the lead has been created successfully with all the details populated from Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding IndiaMART Lead Manager leads to Salesforce using Pabbly Connect. By following these steps, you can streamline your lead management process efficiently.