Integrate IndiaMART Leads to Salesforce Using Pabbly Connect for Your Bakery Business

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your bakery business using Pabbly Connect. Follow this step-by-step tutorial for efficient lead management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Your Bakery Business

To integrate IndiaMART leads into Salesforce using Pabbly Connect, start by accessing the Pabbly Connect website. This platform is essential for automating the process of adding leads from IndiaMART directly into your Salesforce account, streamlining your lead management.

Visit the Pabbly Connect homepage and log in to your account. If you are a new user, you can sign up for free and get started with 100 tasks each month. Once logged in, you will be taken to your dashboard where you can create a new workflow.

2. Create a Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect. Click the button that says ‘Create Workflow’ and name your workflow, for example, ‘Add IndiaMART Leads to Salesforce’. Select a folder to save your workflow, such as ‘Automations’.

• Click on the ‘Create’ button to proceed.
• This will open the workflow window where you can set up triggers and actions.

In this window, you will define the trigger event, which is essential for your workflow. Select IndiaMART as your trigger application, and then choose the event that will trigger the workflow, which is when a new lead is captured.

3. Set Up IndiaMART Trigger in Pabbly Connect

To set up the IndiaMART trigger in Pabbly Connect, you need to copy the webhook URL generated by Pabbly Connect. This URL will be used to connect your IndiaMART account with Pabbly Connect.

Log into your IndiaMART account and navigate to the Lead Manager section. From there, go to Import/Export Leads and select the Push API option. Here, you will enter the following:

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL into the webhook listener URL field.

After entering these details, click on ‘Save Details’ and then generate an OTP to complete the connection. Once you have entered the OTP, your integration between IndiaMART and Pabbly Connect will be live.

4. Test the IndiaMART Integration with Pabbly Connect

Once the connection is established, it’s time to test the integration. In Pabbly Connect, you will see a message indicating that it is waiting for a webhook response. To capture this response, you need to submit a test lead through IndiaMART.

Go back to your IndiaMART account and submit a dummy inquiry. After submitting, return to Pabbly Connect and check if the test submission has been captured successfully. You should see the details of the lead, including the sender’s name and contact information.

Ensure the lead details are correct and aligned with your business. Verify that the integration is working as expected.

This step confirms that Pabbly Connect is correctly capturing leads from IndiaMART, allowing for seamless integration into Salesforce.

5. Add Leads to Salesforce Using Pabbly Connect

Now that the integration is tested, you can set Salesforce as the action application in Pabbly Connect. Select Salesforce and choose the action event as ‘Create Lead’. If you haven’t connected your Salesforce account yet, you will need to do so by clicking ‘Add New Connection’ and allowing the necessary permissions.

Once connected, you will map the lead details from the previous step to the corresponding fields in Salesforce. This includes entering the first name, last name, company name, and contact details. Mapping ensures that every time a new lead is captured, the details are automatically filled in Salesforce.

Map the first name and last name fields from the lead details. Select the appropriate lead source and status.

Finally, click on the ‘Save and Test Request’ button to confirm that the lead has been successfully created in Salesforce. Refresh your Salesforce leads page to see the new lead you just created using Pabbly Connect.

Conclusion

This tutorial demonstrated how to integrate IndiaMART leads into Salesforce for your bakery business using Pabbly Connect. By automating this process, you can efficiently manage leads and ensure quick follow-ups, ultimately improving your business operations.