Integrate IndiaMart Leads with Salesforce Using Pabbly Connect

Learn how to automate the integration of IndiaMart leads into Salesforce using Pabbly Connect step-by-step. Streamline your construction business inquiries effortlessly! 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. Accessing Pabbly Connect for Integration

To begin integrating IndiaMart leads with Salesforce, you first need to access Pabbly Connect. Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the landing page, sign in using your existing account or create a new one. If you’re a new user, you will receive 100 free tasks monthly upon signing up. After logging in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

The next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Integrate IndiaMart Leads with Salesforce’. Select a folder for organization.

• Name your workflow appropriately.
• Select the desired folder for saving the workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is set up to activate the workflow whenever a new lead is received from IndiaMart, which will then send the lead details to Salesforce.

3. Setting Up the Trigger for IndiaMart Leads

Now, you need to configure the trigger in Pabbly Connect. Select ‘IndiaMart’ as your trigger application and choose the event ‘New Lead’. This tells Pabbly Connect to monitor for new leads from IndiaMart.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. This URL will be used to connect IndiaMart with Pabbly Connect. Copy this URL as it will be needed in your IndiaMart settings.

• Select ‘IndiaMart’ as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the provided webhook URL for future use.

Next, navigate to your IndiaMart account, go to ‘Lead Manager’, and set up the webhook by pasting the copied URL. This integration allows Pabbly Connect to receive data whenever a new lead is generated.

4. Testing the Webhook in Pabbly Connect

After configuring the webhook in IndiaMart, return to Pabbly Connect and perform a test submission. This step is crucial to ensure that the connection is working correctly. You can do this by submitting a lead through your IndiaMart profile.

Once the lead is submitted, check Pabbly Connect for a response. If the connection is successful, you will see the lead details captured in your workflow. This confirms that the setup between IndiaMart and Pabbly Connect is functioning properly.

Submit a test lead through IndiaMart. Check for the response in Pabbly Connect. Confirm that the lead details are accurately captured.

Once you confirm the response, you can proceed to the next step of adding this lead to Salesforce.

5. Adding Leads to Salesforce Using Pabbly Connect

With the webhook successfully set up, the next step is to add the lead details to Salesforce. In Pabbly Connect, choose ‘Salesforce’ as your action application and select the action event ‘Create Lead’.

You will need to connect your Salesforce account to Pabbly Connect. Click on the connect button and authorize the connection. Once connected, map the fields from the IndiaMart lead response to the corresponding Salesforce fields, ensuring each detail is accurately transferred.

Select Salesforce as the action application. Choose ‘Create Lead’ as the action event. Map the lead details from IndiaMart to Salesforce fields.

Finally, test the action to ensure that the lead is created in Salesforce successfully. If everything is set up correctly, you will see the new lead appear in your Salesforce account, confirming that the integration is complete.

Conclusion

In this tutorial, we demonstrated how to integrate IndiaMart leads with Salesforce using Pabbly Connect. By automating this process, you can efficiently manage inquiries for your construction business, saving time and effort. Pabbly Connect makes it seamless to connect various applications, enhancing your workflow.