Integrate IndiaMart Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMart leads into Salesforce using Pabbly Connect. Follow this step-by-step tutorial for effective 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 start integrating IndiaMart leads with Salesforce, you need to access Pabbly Connect. This platform allows you to create automated workflows without any coding knowledge.

Visit the Pabbly Connect landing page and sign in. If you are a new user, you can sign up for free to receive 100 tasks every month. Once signed in, you will see various Pabbly applications. Click on ‘Access Now’ to enter your Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for organization. Name it something descriptive, like ‘Integrate IndiaMart Leads with Salesforce’ and select the ‘Automations’ folder.

After creating the workflow, you will enter the workflow window where you can set up your trigger and action. The trigger is the event that starts the workflow, and the action is what happens as a result. In this case, the trigger will be a new lead from IndiaMart.

• Click on ‘Create Workflow’
• Name your workflow
• Choose a folder to save it in

Once you have set up the workflow name and folder, you can proceed to select the trigger application, which in this case is IndiaMart.

3. Setting Up the Trigger with IndiaMart

To set the trigger in Pabbly Connect, select IndiaMart as the trigger application. You will then choose the trigger event, which should be set to ‘New Lead’. This event will initiate the workflow whenever a new lead is generated in your IndiaMart account.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and set it up in your IndiaMart account to establish the connection. Navigate to the Lead Manager section in your IndiaMart account, go to Import/Export Leads, and select the Push API option.

• Select IndiaMart as the trigger application
• Choose ‘New Lead’ as the trigger event
• Copy the webhook URL provided by Pabbly Connect

After copying the webhook URL, paste it in the designated field in your IndiaMart account, and save the details to create the connection.

4. Setting Up the Action to Create a Lead in Salesforce

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. Select Salesforce as the action application and choose the action event as ‘Create Lead’. This action will ensure that every new lead from IndiaMart is automatically added to Salesforce.

When prompted, connect your Salesforce account with Pabbly Connect. You can either select an existing connection or create a new one by clicking on ‘Connect with Salesforce’. Once connected, Pabbly Connect will ask you to map the lead details from IndiaMart to Salesforce fields.

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

This mapping process is crucial as it ensures the correct information is transferred from IndiaMart to Salesforce, allowing your sales team to follow up efficiently.

5. Testing the Workflow Integration

After setting up the action, it’s time to test the workflow in Pabbly Connect. To do this, generate a test lead in your IndiaMart account. This will trigger the workflow and allow you to see if the lead details are correctly added to Salesforce.

Once you submit the test lead, return to your Pabbly Connect workflow to check if the webhook response has been captured. If successful, you will see the lead details reflected in your Salesforce account. This confirms that the integration is working as intended.

Generate a test lead in IndiaMart Check the webhook response in Pabbly Connect Verify lead details in Salesforce

With this, you have successfully integrated IndiaMart with Salesforce using Pabbly Connect, automating the process of adding new leads without manual effort.

Conclusion

This tutorial demonstrated how to integrate IndiaMart leads into Salesforce using Pabbly Connect. By following these steps, you can automate lead management efficiently and improve your sales workflow.