Integrate IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect for seamless logistics and transportation service management. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, first, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect. The landing page offers options to sign in or sign up for free.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes, and you will receive 100 tasks free every month. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button. A new window will pop up where you should name your workflow, such as ‘Add Logistics and Transportation Services IndiaMART Leads to Salesforce’. using Pabbly Connect

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is what happens as a result. For this integration, you will first set up your Trigger.

3. Setting Up the Trigger for IndiaMART

To set up the Trigger, search for IndiaMART in the Trigger Application section. Select it and choose the Trigger Event as ‘New Leads’. This event will activate whenever a new lead is generated.

Next, you need to connect IndiaMART with Pabbly Connect. Copy the provided Webhook URL, which acts as a bridge between IndiaMART and Pabbly Connect. Switch to your IndiaMART account, go to Lead Manager, and select the option for Import/Export Leads.

• Choose the Push API option to create a new integration.
• Fill in the required details, including the Webhook Listener URL from Pabbly Connect.

After saving the details, generate an OTP to establish the connection. This will enable Pabbly Connect to receive new leads from IndiaMART automatically.

4. Setting Up the Action to Create Leads in Salesforce

Once the Trigger is set, the next step is to configure the Action. Search for Salesforce in the Action Application section and select it. Choose the Action Event as ‘Create Lead’. This action will create a new lead in Salesforce whenever a new inquiry is received from IndiaMART.

Connect Salesforce with Pabbly Connect by clicking on ‘Add New Connection’ and follow the prompts to allow access to your Salesforce account. After successfully connecting, you will need to map the necessary lead details from the IndiaMART inquiry into the Salesforce lead fields.

Map the sender’s name, company name, and contact details from the inquiry. Ensure to include the inquiry message in the lead description for reference.

After mapping all the required fields, click on ‘Save and Send Test’ to finalize the setup. This will allow you to check if the integration is working correctly by creating a test lead in Salesforce.

5. Testing the Integration and Final Steps

To test the integration, generate a test inquiry in IndiaMART. Use the test feature in your IndiaMART account to send a test lead to the Webhook Listener URL. After sending the test data, return to Pabbly Connect to check if the response has been received successfully.

Once you confirm that the test inquiry details have been received, navigate to Salesforce to verify that the new lead has been created with all the mapped details. You should see the lead with the sender’s information and inquiry message filled in correctly.

Ensure all details are accurate and reflect the inquiry from IndiaMART. This confirms that the integration is working and new leads will be added automatically.

With the successful test, your workflow is now complete. Every new inquiry from IndiaMART will automatically create a new lead in Salesforce, streamlining your logistics and transportation services management.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect simplifies the management of logistics and transportation inquiries. This automation saves time and enhances efficiency by ensuring that all new leads are recorded accurately in your CRM.