Integrate IndiaMART Leads to Salesforce using Pabbly Connect

Learn how to automate the integration of IndiaMART leads into Salesforce using Pabbly Connect in this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin using Pabbly Connect, first access the platform by typing the URL in your browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks every month. Existing users can simply log in to their accounts to start creating workflows.

2. Create a New Workflow in Pabbly Connect

Once logged in to Pabbly Connect, navigate to the dashboard where you can find all your existing workflows. To create a new workflow, click on the ‘Create Workflow’ button. A dialog box will appear asking for a name.

• Name the workflow: ‘Add IndiaMART Leads to Salesforce’.
• Select the appropriate folder for organization.
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main windows: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result of that Trigger.

3. Set Up the Trigger for IndiaMART Leads

For this integration, select IndiaMART as the Trigger application in Pabbly Connect. Choose the trigger event as ‘New Leads’, which will activate the workflow whenever a new inquiry is received.

Next, copy the Webhook URL provided by Pabbly Connect. This URL will be used to connect IndiaMART with the Pabbly Connect platform. Log into your IndiaMART account and navigate to the Lead Manager section. Follow these steps:

• Select ‘Import/Export Leads’ from the menu.
• Choose ‘Push API’ to set up the integration.
• Paste the copied Webhook URL into the designated field.

After setting up the Webhook, generate an OTP to finalize the connection. Once the connection is established, go back to Pabbly Connect to test the integration.

4. Test the Integration with a Sample Lead

To ensure that the integration between IndiaMART and Pabbly Connect is working, create a sample lead by sending an inquiry through IndiaMART. Use an incognito window to log into a user profile and submit a query.

Once the inquiry is submitted, Pabbly Connect will capture the lead details automatically. You should see the response in your Pabbly Connect dashboard, confirming the successful capture of the lead information.

Verify that all lead details such as name, email, and phone number are correctly received. This indicates that the connection between IndiaMART and Pabbly Connect is successfully established and ready for the next steps.

5. Connect Salesforce to Pabbly Connect

Now, it’s time to integrate Salesforce with Pabbly Connect. In the Action step, select Salesforce as your application and choose the action event as ‘Create Record’. This action will allow you to add the captured lead into Salesforce.

Connect your Salesforce account to Pabbly Connect by clicking on ‘Connect’ and allowing permission for data access. After successful authorization, select the object type as ‘Lead’. You will then need to map the lead details received from IndiaMART into the appropriate fields in Salesforce.

Map the lead’s first name and last name. Include the email address and phone number. Submit the mapping and test the action.

After confirming that the lead is successfully added to Salesforce, you have completed the integration process. Now, every time a new inquiry is received through IndiaMART, it will automatically create a lead in Salesforce through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect. By following the steps outlined, you can streamline your lead management process effectively.

Utilizing Pabbly Connect for automation enhances your ability to manage inquiries without manual intervention, ensuring a seamless workflow for your industrial equipment business.