Integrate India Mart Leads with Salesforce Using Pabbly Connect

Learn how to integrate India Mart leads into Salesforce seamlessly using Pabbly Connect. Follow this step-by-step guide for effective automation. 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 begin integrating India Mart leads with Salesforce, first access Pabbly Connect. Open your browser and search for ‘Pabbly Connect’ to reach the landing page. Here, you can either sign in if you’re an existing user or sign up for free to get started.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to open your dashboard. From here, you can create a new workflow that will automate the lead integration process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect India Mart and Salesforce using Pabbly Connect. Click on the ‘Create Workflow’ button in your dashboard. You will be prompted to name your workflow and select a folder to save it.

• Name your workflow: ‘Add India Mart Leads to Salesforce’.
• Select the folder named ‘Automations’.

After naming your workflow, click on ‘Create’. This will open the workflow window where you’ll set up the trigger and action for your automation.

3. Setting Up the Trigger with India Mart

The next step involves setting up the trigger application in Pabbly Connect. Search for and select ‘India Mart’ as your trigger application. Choose the trigger event as ‘New Lead’ to initiate the workflow when a new lead is captured.

Once you select the trigger event, Pabbly Connect will generate a Webhook URL. Copy this URL to establish a connection between your India Mart account and the workflow.

• Log into your India Mart account.
• Navigate to Lead Manager and select ‘Import/Export Leads’.
• Choose ‘Other’ for the Source option and enter ‘Pabbly Connect’ as the CRM platform name.

Paste the copied Webhook URL into the designated field and save the details. This step effectively connects your India Mart leads to Pabbly Connect.

4. Setting Up the Action in Salesforce

Now that the trigger is set, it’s time to configure the action in Salesforce using Pabbly Connect. Search for ‘Salesforce’ and select it as the action application. Choose the action event as ‘Create Lead’ to add new leads directly into your Salesforce account.

Click on ‘Connect’ and choose to add a new connection. After clicking the ‘Connect with Salesforce’ button, grant the necessary permissions to Pabbly Connect to access your Salesforce account.

Map the required fields such as Last Name, First Name, Company, Phone, and Email using the data received from India Mart. Ensure to map these fields dynamically to automate the process for future leads.

After mapping all necessary fields, click on ‘Send Request’ to finalize the integration. This will create a new lead in Salesforce with the details received from India Mart.

5. Testing the Integration

To ensure everything works correctly, you need to test the integration you set up through Pabbly Connect. Perform a test submission in your India Mart account to check if the leads are being captured correctly. This will trigger the workflow and send the lead details to Salesforce.

Check your Salesforce account to see if the new lead created matches the details submitted from India Mart. You should see the lead with all the mapped details, confirming that the integration is successful.

Verify that all fields are populated correctly in Salesforce. Ensure that the integration works automatically for future leads without manual intervention.

With this, you have successfully integrated India Mart leads into Salesforce using Pabbly Connect without any programming knowledge.

Conclusion

In conclusion, using Pabbly Connect to automate the integration of India Mart leads into Salesforce streamlines your workflow. This setup allows for efficient lead management without manual efforts, enhancing your business operations.