Integrate Leads from India Mart to Salesforce Using Pabbly Connect

Learn how to automate lead integration from India Mart to Salesforce using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating leads from India Mart to Salesforce, first access Pabbly Connect. This platform allows you to automate various tasks seamlessly. Start by visiting the Pabbly Connect website and log in to your account.

If you are a new user, you can sign up for free and get 100 tasks monthly. Once logged in, you will see all the applications available, and you will need to select Pabbly Connect by clicking on the ‘Access Now’ button.

2. Creating a Workflow in Pabbly Connect

After selecting Pabbly Connect, the dashboard will appear. Click on the top right corner button labeled ‘Create Workflow’ to start building your integration. A dialog box will prompt you to name your workflow and select a folder.

• Name your workflow: ‘Add India Mart Leads to Salesforce’.
• Select a folder to save your workflow.

After naming and selecting a folder, click the ‘Create’ button. You will now see trigger and action windows. The trigger indicates when an event occurs, while the action specifies what happens as a result.

3. Setting Up the Trigger with India Mart

For the trigger application, select ‘India Mart’ as you will receive leads through this platform. Choose the trigger event as ‘New Leads’. Pabbly Connect will provide you with a webhook URL, which is crucial for connecting India Mart to Pabbly Connect.

Copy the provided webhook URL and log in to your India Mart account. Navigate to the ‘Lead Manager’ section, then go to ‘Import and Export Leads’ and select the ‘Push API’ button. Here, you will enter the source name as ‘Pabbly Connect’ and paste the copied webhook URL.

4. Testing the Connection with a Test Lead

Once the webhook URL is added, return to your Pabbly Connect workflow. It will indicate that it is waiting for a webhook response. To test the connection, generate a test lead in your India Mart account. Click on the ‘Contact Supplier’ button and fill in the inquiry details.

• Enter inquiry message: ‘I am starting a new Cosmetic Company and need to know about your wholesale prices.’
• Provide a dummy GST number.

After submitting the inquiry, check your Pabbly Connect workflow. If the test lead is captured, it confirms that India Mart is successfully connected to Pabbly Connect.

5. Setting Up Action to Create Lead in Salesforce

Now, set up the action step to create a lead in Salesforce. Select Salesforce as the action application and choose the action event ‘Create Lead’. Click on the ‘Connect’ button and authorize Pabbly Connect to access your Salesforce account. using Pabbly Connect

Next, you will map the data from the previous step to create a new lead in Salesforce. For each field, select the corresponding data from the India Mart lead captured earlier. This mapping ensures that whenever a new lead is generated, the information is correctly transferred to Salesforce.

After mapping all required fields, click on the ‘Save and Send Test Request’ button to finalize the integration. You can then check your Salesforce account to confirm that the new lead has been created successfully.

Conclusion

In this tutorial, we demonstrated how to automate the integration of leads from India Mart to Salesforce using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.