Integrate IndiaMart Leads with Agile CRM Using Pabbly Connect

Learn how to automate the integration of IndiaMart leads into Agile CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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 begin the integration process, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in with your credentials. If you are a new user, you can sign up for free to receive 100 tasks monthly.

Once logged in, you will land on the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will need to name your workflow and select an appropriate folder to save it. This initial setup is crucial for managing your automation.

2. Setting Up the Trigger with IndiaMart

In this integration, Pabbly Connect will use IndiaMart as the trigger application. Select IndiaMart from the list of available applications and choose ‘New Leads’ as the trigger event. This means that every time a new lead is generated in IndiaMart, the workflow will be activated.

• Select IndiaMart as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Copy the provided webhook URL for connection.

Next, navigate to your IndiaMart account and access the Lead Manager. Here, you can set up the webhook by pasting the copied URL into the designated field. This step is essential to ensure that Pabbly Connect receives data from IndiaMart.

3. Testing the Connection Between IndiaMart and Pabbly Connect

After setting up the webhook in IndiaMart, it’s time to test the connection. Click on the ‘Test Your Webhook’ option in your IndiaMart account. This will send a test lead to Pabbly Connect, allowing you to verify that the integration is working correctly.

Once you initiate the test, go back to Pabbly Connect. You should see the test lead details appear in your dashboard. Confirm that all necessary information, such as name and contact details, has been received properly.

4. Setting Up the Action with Agile CRM

With the trigger successfully set up, the next step involves configuring the action application, which will be Agile CRM. In Pabbly Connect, select Agile CRM as your action application and choose ‘Create Contact’ as the action event. This means that when a new lead is received from IndiaMart, a new contact will be created in Agile CRM.

To connect Pabbly Connect with Agile CRM, you will need to enter your Agile CRM login email, API key, and domain. Make sure to copy the correct API key from your Agile CRM account settings to ensure a successful connection.

• Enter your Agile CRM login email.
• Paste the API key from Agile CRM.
• Specify the Agile CRM domain without ‘https://’.

After entering these details, click on ‘Save and Send Test Request’ to create the contact in Agile CRM. This action will finalize the integration process.

5. Verifying the Integration in Agile CRM

To confirm that the integration has been successful, navigate to your Agile CRM account and check the contacts section. Refresh the page to see if the new contact created from the IndiaMart lead appears correctly.

In Agile CRM, you should see the contact with the name and details that were mapped from the IndiaMart lead. This verification step is crucial to ensure that the automation is functioning as intended.

In summary, we have successfully integrated IndiaMart leads into Agile CRM using Pabbly Connect. This automation allows for seamless lead management, ensuring that no lead is missed and all information is accurately captured in your CRM.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the integration of IndiaMart leads into Agile CRM. By following these steps, you can streamline your lead management process effectively. Enjoy the benefits of automation and improved efficiency in your business operations.