How to Integrate IndiaMART Leads with Salesforce Using Pabbly Connect

Learn to automate adding IndiaMART leads to Salesforce for interior design using Pabbly Connect. This step-by-step guide simplifies your lead management process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce, start by accessing Pabbly Connect. Navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. This is where you will create your automation workflow to connect IndiaMART with Salesforce seamlessly.

2. Creating Your Workflow in Pabbly Connect

In Pabbly Connect, you need to create a new workflow for adding IndiaMART leads to Salesforce. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear, prompting you to name your workflow.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Interior Designing Work’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created. You will see two sections: Trigger and Action. The Trigger will capture new leads from IndiaMART, while the Action will send these details to Salesforce.

3. Setting Up the Trigger for IndiaMART Leads

In this step, you will set the Trigger application to IndiaMART in Pabbly Connect. Choose IndiaMART as your trigger application and select the ‘New Leads’ event. This setup allows your workflow to activate whenever a new lead is generated.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect your IndiaMART account. Navigate to your IndiaMART account and go to the Lead Manager section.

• Select ‘Import/Export Leads’ under the Lead Manager.
• Click on the ‘Push API’ button.
• Choose ‘Other’ as the source, and enter ‘Pabbly Connect’ for the platform name.
• Paste the copied webhook URL and save the details.

After saving, a confirmation will indicate that the webhook URL is successfully added to your IndiaMART account. This completes the Trigger setup.

4. Generating a Test Lead to Verify Connection

Now it’s time to test the connection between IndiaMART and Pabbly Connect. Generate a test lead in your IndiaMART account. Select a dummy product and fill in the lead details, including the inquiry message, GST number, and other required fields.

After submitting the test lead, return to your Pabbly Connect workflow. You should see a message indicating that the webhook has received the test lead response. This confirms that the connection is working correctly.

Ensure the inquiry details are complete, including the request for consultation and furniture placement. Check for the response status to confirm successful lead capture.

With the test lead successfully captured, you are ready to set up the Action step to send this data to Salesforce.

5. Setting Up the Action to Create a Lead in Salesforce

In this final step, select Salesforce as the Action application in Pabbly Connect. Choose the ‘Create Lead’ action event. This action will create a new lead in your Salesforce account using the details captured from the IndiaMART lead.

Click on the ‘Connect’ button and authorize Pabbly Connect to access your Salesforce account. Once authorized, map the lead details from the previous step into the Salesforce fields. This includes the lead’s name, company, contact information, and inquiry details.

Map the first name and last name of the lead. Set the lead source as ‘IndiaMART Lead’. Fill in the status and rating fields appropriately.

After mapping all required fields, click on the ‘Save and Send Test Request’ button. Check your Salesforce account to confirm that the lead has been created successfully. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial demonstrates how to automate the process of adding IndiaMART leads to Salesforce for your interior design business using Pabbly Connect. By following these steps, you can streamline your lead management and enhance your workflow efficiency.