Integrate India Mart Leads to Salesforce Using Pabbly Connect

Learn how to integrate India Mart leads with Salesforce using Pabbly Connect. Follow this step-by-step guide for seamless automation. 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 the integration process, first, access Pabbly Connect by visiting the official website. You can sign in or sign up for a free account if you are a new user. This platform is crucial for connecting your India Mart leads to Salesforce.

After logging in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, provide a name for your workflow, and select a folder to save it. This sets the stage for the automation process that follows.

2. Setting Up the Trigger for India Mart Leads

In this section, we will set up the trigger application as Pabbly Connect requires a trigger to initiate the workflow. Select India Mart as the trigger application and choose the event ‘New Lead’. This action will capture incoming leads.

• Select ‘India Mart’ as the trigger application.
• Choose the event ‘New Lead’ to start the workflow.
• Copy the provided webhook URL for integration.

Next, log into your India Mart account and navigate to the Lead Manager section. Here, you will need to paste the webhook URL into the appropriate field to establish the connection between India Mart and Pabbly Connect.

3. Conducting a Test Submission for India Mart

Once the webhook URL is set up in India Mart, you must conduct a test submission to ensure everything is working properly. Create a dummy lead in your India Mart account to generate a test record.

• Create a new lead in your India Mart account.
• Fill in the required details for the test submission.
• Submit the lead and check the workflow in Pabbly Connect for captured details.

This test submission will allow you to verify if Pabbly Connect is correctly capturing the lead information from India Mart. After submission, check the response in your Pabbly dashboard.

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

Now that the trigger is set up and tested, it’s time to configure the action in Pabbly Connect. Select Salesforce as the action application and choose the ‘Create Lead’ event.

Next, connect your Salesforce account to Pabbly Connect. If you have not connected before, click on ‘Add New Connection’ and allow the necessary permissions to establish the link. This will enable the workflow to push lead details directly into Salesforce.

5. Mapping Lead Details from India Mart to Salesforce

The final step involves mapping the lead details captured from India Mart to the corresponding fields in Salesforce. This is crucial for ensuring that the right information is sent to the right place. using Pabbly Connect

Map the last name and first name from the lead details. Include other relevant details like company name, phone number, and email. Ensure all necessary fields in Salesforce are filled correctly.

Once all details are mapped, click on ‘Save and Send Test Request’. This will add the lead to your Salesforce account. Check Salesforce to confirm that the lead details from India Mart have been accurately captured, completing the integration process.

Conclusion

In this tutorial, we demonstrated how to integrate India Mart leads into Salesforce using Pabbly Connect. By automating this process, you can streamline lead management and improve response times, ultimately enhancing customer satisfaction.