Integrate Indiamart Leads to Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the integration of Indiamart leads to Salesforce using Pabbly Connect and Pabbly Connect in this detailed tutorial. 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. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. You can sign in using your existing account or create a new one for free, which provides you with 100 tasks monthly.

Once logged in, navigate to the dashboard where you will find the option for Pabbly Connect. Click on it to enter the workflow creation interface. This is where you will set up the automation between Indiamart and Salesforce.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the process of adding Indiamart leads to Salesforce. Begin by clicking on the ‘Create Workflow’ button.

• Name your workflow appropriately, e.g., ‘Indiamart Leads to Salesforce’.
• Select the folder where you want to save this workflow.

After naming and selecting the folder, click on ‘Create’. You will see two boxes appear: one for the trigger and one for the action. The trigger will be Indiamart, while the action will be Salesforce, facilitating the automation through Pabbly Connect.

3. Setting Up the Trigger with Indiamart in Pabbly Connect

To set up the trigger, select Indiamart as your trigger application in Pabbly Connect. Choose the event as ‘New Leads’. This means that every time a new lead is generated in Indiamart, it will trigger the workflow.

• Copy the provided webhook URL from Pabbly Connect.
• Log into your Indiamart seller dashboard and navigate to ‘Lead Manager’.
• Click on ‘Import/Export Leads’ and then select ‘Push API’ to enter the webhook URL.

After entering the webhook URL, save the details. This step confirms that whenever a new lead is generated in Indiamart, it will be sent to Pabbly Connect, making it ready for the next action.

4. Testing the Integration Between Indiamart and Pabbly Connect

Once you have set up the webhook, it’s crucial to test the integration. Go back to Pabbly Connect and check if it is waiting for a response. To test, send a test inquiry from your Indiamart account.

Open your Indiamart profile in incognito mode. Submit a query to see if it reflects in Pabbly Connect.

If the test is successful, you will see the response in Pabbly Connect, confirming that the integration with Indiamart is functional. This means the connection is established and ready for the next step: adding the lead to Salesforce.

5. Adding Leads to Salesforce Using Pabbly Connect

Now that the trigger is set, the next step is to add the leads to Salesforce. In Pabbly Connect, select Salesforce as your action application and choose ‘Create Lead’ as the action event.

Connect your Salesforce account by allowing the necessary permissions. After connecting, map the fields from the Indiamart response to the corresponding fields in Salesforce. This includes first name, last name, email, and company name.

Use the ‘Text Formatter’ feature in Pabbly Connect to split the full name into first and last names. Ensure all dynamic fields are mapped correctly to maintain automation.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see the lead created in your Salesforce account, confirming that the integration via Pabbly Connect is complete.

Conclusion

This tutorial demonstrated how to integrate Indiamart leads into Salesforce using Pabbly Connect. By following the steps outlined, you can automate lead management effectively, ensuring no inquiry is missed. Automating this process not only saves time but also enhances your business efficiency.