Integrate Indiamart Leads with Salesforce Using Pabbly Connect

Learn how to automate adding Indiamart leads to Salesforce using Pabbly Connect. Step-by-step tutorial to streamline your modular kitchen business leads management. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To integrate Indiamart leads into Salesforce, you first need to access Pabbly Connect. This platform allows you to automate the process of transferring leads from Indiamart to Salesforce, saving you valuable time.

Start by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 tasks monthly. Existing users should sign in to their accounts. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. This allows you to set up the automation process between Indiamart and Salesforce.

When prompted, name your workflow something descriptive, like ‘Indiamart Leads to Salesforce Integration’. Select a folder to organize your workflows, then click the ‘Create’ button to establish your workflow. This will open the workflow editor where you can set up triggers and actions.

• Name your workflow appropriately for easy identification.
• Select a specific folder to save your workflow.

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result.

Setting Up the Trigger in Pabbly Connect

For the trigger application, select Indiamart from the list of available applications in Pabbly Connect. The specific event you want to trigger the workflow is ‘New Lead’. This means whenever a new lead is generated in your Indiamart account, it will trigger the workflow.

Next, you will need to connect your Indiamart account to Pabbly Connect. Copy the provided webhook URL from the Pabbly Connect interface, and log in to your Indiamart account. Navigate to the Lead Manager section and select ‘Import/Export Leads’ followed by ‘Push API’.

• Access the Lead Manager in Indiamart to set up the webhook.
• Paste the copied webhook URL into the appropriate field.
• Save the details to establish the connection.

Once the connection is established, go back to Pabbly Connect and generate a test lead to ensure the integration is working correctly.

Setting Up the Action in Pabbly Connect

After confirming that the trigger is set up correctly, it’s time to set the action. For the action application, select Salesforce and the action event as ‘Create Contact’. This will allow you to add new leads from Indiamart directly into your Salesforce account.

Click the ‘Connect’ button to link your Salesforce account with Pabbly Connect. Authorize the connection by allowing Pabbly Connect to access your Salesforce data. Once connected, you will be prompted to map the fields from the Indiamart lead to the Salesforce contact fields.

Map the lead’s first name and last name to the corresponding fields in Salesforce. Ensure to fill in all required fields such as email and phone number. Use the mapping feature to pull data from the previous step.

After mapping all necessary fields, click the ‘Save and Send Test Request’ button to finalize the setup. This will create a new contact in Salesforce based on the test lead you generated earlier.

Verifying Integration Success

To verify the successful integration, open your Salesforce account and navigate to the Contacts page. Refresh the page to see if the new contact created from the test lead appears. If everything is set up correctly, you should see the lead’s details reflected in Salesforce.

This integration means that every time a new lead is generated in your Indiamart account, it will automatically be added as a contact in Salesforce through Pabbly Connect, streamlining your lead management process.

With this setup, you can focus more on engaging with your leads rather than manually entering data. This automation saves time and reduces errors, enhancing your overall efficiency in managing leads.

Conclusion

In this tutorial, we explored how to integrate Indiamart leads with Salesforce using Pabbly Connect. By automating this process, you can efficiently manage your leads and enhance your business operations. This integration allows for seamless data transfer, ensuring you never miss a potential client.