Integrate India Mart Leads with Salesforce Using Pabbly Connect

Learn how to automate the integration of India Mart leads into Salesforce using Pabbly Connect in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin with the integration of India Mart leads into Salesforce, you need to access Pabbly Connect. This platform allows you to automate workflows seamlessly between different applications. Start by visiting the Pabbly Connect homepage.

Once there, you can either sign up for a free account or sign in if you’re an existing user. New users get access to 300 tasks each month, which is a great way to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, the next step is to create a workflow that will handle the integration. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow; here, you can name it something like ‘Add India Mart Leads to Salesforce’.

• Click on the ‘Create’ button to initiate the workflow.
• Select India Mart as your trigger application.
• Set the trigger event to ‘New Leads’.

By setting this up, Pabbly Connect will automatically capture new leads from your India Mart account and prepare them for transfer to Salesforce.

3. Setting Up the Trigger for India Mart

In this section, you will configure the trigger for your workflow in Pabbly Connect. Once you select India Mart as your trigger application, you will need to choose the ‘New Leads’ event. After that, a webhook URL will be generated for you.

Copy this webhook URL and head to your India Mart account. Navigate to the Lead Manager section, select ‘Import/Export Leads’, and then choose ‘Push API’. Here, you will need to enter the webhook URL in the designated field to connect it with Pabbly Connect.

4. Configuring Salesforce as the Action Step

Now that you have set up the trigger, it’s time to configure Salesforce as the action application in your Pabbly Connect workflow. Select Salesforce and then choose the action event as ‘Create a Lead’. This will ensure that every new lead from India Mart is automatically added to your Salesforce account.

To connect Salesforce with Pabbly Connect, click on ‘Connect’ and grant the necessary permissions. After a successful connection, you will need to map the lead details from the India Mart trigger. This includes fields such as the lead’s name, phone number, and email address.

• Map the last name and first name fields with the corresponding data from the trigger.
• Fill in the company name and phone number using the mapped data.
• Leave optional fields blank if not needed.

Once all required fields are filled, click on the ‘Save and Send Request’ button to finalize the setup.

5. Testing and Verifying the Integration

After completing the setup, it’s essential to test the integration to ensure everything is functioning correctly. You can do this by generating a test lead in your India Mart account. Click on the ‘Test Your Webhook Listener URL’ button to send a test response back to Pabbly Connect.

Once you receive the test response, check your Salesforce account to verify that the lead was created. You should see the new lead with the details you mapped earlier. This verification step is crucial for confirming that your automation is working as intended.

With this, you have successfully set up the integration between India Mart and Salesforce using Pabbly Connect. This automation will save you time and help you manage leads more effectively.

Conclusion

Integrating India Mart leads into Salesforce using Pabbly Connect streamlines your workflow and enhances lead management. By following the steps outlined, you can automate the process and ensure all inquiries are tracked efficiently.