Integrate IndiaMART Enquiries to Zoho CRM Automatically Using Pabbly Connect

Learn how to automatically add IndiaMART enquiries to Zoho CRM using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Access Pabbly Connect for Integration

To start integrating IndiaMART enquiries with Zoho CRM, first, access Pabbly Connect. Visit the official Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for a free account, which allows you to perform 100 tasks every month.

Once signed in, you will see the dashboard. From there, select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the main dashboard where you can create your automation workflow.

2. Create a Workflow in Pabbly Connect

To create an automation workflow, click on the ‘Create Workflow’ button located in the bottom right corner. A dialog box will appear asking for the workflow name. Enter a name like ‘IndiaMART Automation’ and select a folder for organization purposes. using Pabbly Connect

• Choose a descriptive name for easy identification.
• Select the appropriate folder to keep your workflows organized.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, your trigger will be IndiaMART, and the action will be Zoho CRM.

3. Set Up Trigger for IndiaMART

To set up the trigger, click on the dropdown to select the Trigger application. Choose IndiaMART as your trigger application and select the trigger event as ‘New Leads’. This means that every time a new inquiry is generated in IndiaMART, it will trigger the action in Zoho CRM.

Next, click on ‘Connect’ to establish a connection between IndiaMART and Pabbly Connect. A new window will prompt you to add a new connection by entering the CRM key from your IndiaMART account. To find the CRM key, navigate to your IndiaMART account settings and click on ‘Account Settings’ followed by ‘CRM API’.

4. Set Up Action for Zoho CRM

After successfully setting up your trigger, it’s time to configure the action. Click on the action application dropdown and select Zoho CRM. Choose the action event as ‘Insert or Update Record’. This action will create a new lead in Zoho CRM whenever a new inquiry comes in from IndiaMART.

• Connect Zoho CRM with Pabbly Connect by clicking on ‘Connect with Zoho CRM’.
• Enter your Zoho domain when prompted.
• Authorize the connection to ensure data security.

Once connected, you will need to specify the module name as ‘Leads’ and select the layout as ‘Standard’. You can then map the necessary fields such as first name, last name, email, and mobile number from the previous step.

5. Test Your Integration

After mapping all the required fields, click on ‘Save and Send Test Request’ to check if the integration works as expected. A positive response indicates that a new lead has been successfully created in Zoho CRM based on the inquiry from IndiaMART.

To verify, log into your Zoho CRM account and check for the new lead entry. You should see all the details populated correctly, confirming that the automation between IndiaMART and Zoho CRM via Pabbly Connect is functioning properly.

Conclusion

In this tutorial, we demonstrated how to seamlessly integrate IndiaMART enquiries into Zoho CRM using Pabbly Connect. This automation helps in managing leads effectively and streamlining your workflow.