Integrating Indart Leads with Salesforce Using Pabbly Connect

Learn how to automate the process of adding Indart leads to Salesforce using Pabbly Connect in this detailed tutorial. 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

1. Accessing Pabbly Connect for Integration

To start integrating Indart leads with Salesforce, first access Pabbly Connect. This platform allows you to automate tasks effortlessly. Simply visit the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, select the sign-up option to create an account. Existing users should click on the sign-in button to access their dashboards.

2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to name your workflow.

• Name your workflow appropriately, such as ‘Add Indart Leads to Salesforce’.
• Select a folder for your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This action will set up your workflow, allowing you to define triggers and actions for your automation.

3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your automation using Pabbly Connect. Select Indart as your trigger application since you want to capture new leads. Choose the trigger event as ‘New Leads’ to ensure that every new inquiry will initiate the workflow.

Once you select the trigger event, a webhook URL will be generated. Copy this URL as you will need it to connect your Indart account with Pabbly Connect. Log into your Indart account and navigate to the Lead Manager section to set up the webhook.

4. Connecting Indart to Pabbly Connect

To connect your Indart account with Pabbly Connect, go to the Lead Manager in your Indart dashboard. Click on the ‘Import/Export Leads’ option and select ‘Push API’. Here, you will enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier.

• Select the source as ‘Other’.
• Generate an OTP as prompted to complete the connection.

After entering the required details and generating the OTP, submit the information. This will successfully link your Indart account to Pabbly Connect, allowing it to receive new leads automatically.

5. Adding Leads to Salesforce Using Pabbly Connect

Now that your Indart account is connected, it’s time to set up the action in Pabbly Connect to add leads to Salesforce. Select Salesforce as your action application and choose the action event as ‘Create a Lead’. This will automatically add new leads from Indart to your Salesforce account.

Connect your Salesforce account to Pabbly Connect by clicking on ‘Connect with Salesforce’. Grant the necessary permissions to allow Pabbly Connect to access your Salesforce data. After connecting, you will need to map the fields from the Indart lead response to the corresponding fields in Salesforce.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. This action will create a new lead in Salesforce based on the information received from Indart, completing your automation setup.

Conclusion

In this tutorial, we explored how to integrate Indart leads with Salesforce using Pabbly Connect. By following these detailed steps, you can automate the process of adding new leads to your Salesforce account, saving time and improving efficiency in managing inquiries.