Integrate Indi Mart Leads with Pabbly Connect to Keep as Contacts

Learn how to seamlessly integrate Indi Mart leads with Pabbly Connect to manage contacts in Keep. Follow this detailed 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 start integrating Indi Mart leads with Keep, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are new, you can sign up for free and get 100 tasks every month.

Once signed in, you will see the ‘All P Apps’ window. Click on ‘Access Now’ under Pabbly Connect to proceed to the dashboard where you can create automation workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow as ‘Add Indi Mart Leads to Keep as Contacts’.
• Select the appropriate folder for your workflow.
• Click on ‘Create’ to finalize your workflow setup.

Once created, your workflow will have two sections: Trigger and Action. The Trigger section captures the new lead generated from Indi Mart, while the Action section will create a contact in Keep based on that lead.

3. Setting the Trigger for New Leads from Indi Mart

In the Trigger section of your workflow, select Indi Mart as the application. Set the trigger event to ‘New Lead’. This allows Pabbly Connect to capture any new lead generated by your potential customers using Indi Mart.

After selecting the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL to connect your Indi Mart account with Pabbly Connect. Open your Indi Mart account, navigate to the Lead Manager, and select the ‘Import/Export Leads’ option.

• Select ‘Push API’ and choose ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL and click ‘Save’.

After saving, you will need to generate an OTP to activate the connection. Enter the OTP in the provided field to complete the setup.

4. Setting Up the Action to Create Contacts in Keep

After successfully setting up the trigger, navigate to the Action section in Pabbly Connect. Select Keep as the action application and choose ‘Create/Update Contact’ as the action event. This will enable Pabbly Connect to create a new contact in your Keep account whenever a lead is generated.

Click on the ‘Connect’ button to establish a connection with Keep. A new window will prompt you to authorize Pabbly Connect to access your Keep account. Click ‘Allow’ to proceed. Once authorized, you will be required to map the fields from the previous step to create the contact.

Map the email field from the lead details captured. Provide the first name and phone number of the lead. Select the lead source as ‘Indi Mart Leads’.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. You should receive a positive response indicating that the contact has been created successfully in your Keep account.

5. Verifying New Contacts in Keep

To verify that the integration is successful, open your Keep account and refresh the contacts page. You should see the newly created contact from the lead generated through Indi Mart. This confirms that Pabbly Connect has successfully automated the process of adding leads as contacts.

By using Pabbly Connect, you ensure that your sales team has immediate access to new leads, allowing for timely follow-ups and increased conversions. This automation saves time and reduces the risk of missing opportunities due to manual data entry.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Indi Mart leads with Keep using Pabbly Connect streamlines your contact management process. This automation not only saves time but also enhances the efficiency of your sales operations, ensuring that no lead is left unattended.