Integrating Indi M Leads with Salesforce Using Pabbly Connect

Learn how to automate the process of adding Indi M leads to Salesforce using Pabbly Connect in this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To get started with integrating Indi M leads into Salesforce, first, access Pabbly Connect. This powerful integration platform allows you to automate workflows seamlessly. Visit the Pabbly Connect website and log in to your account. If you don’t have an account yet, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard of Pabbly Connect. From here, select the ‘Access Now’ button to open the Pabbly Connect dashboard. You will need to create a new workflow for automating the lead integration process.

Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating processes. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to enter a name for the workflow and select a folder for organization.

For this integration, name your workflow ‘Add Indi M Leads to Salesforce’ and choose a relevant folder in your Pabbly Connect account. After filling out these details, click on the ‘Create’ button to finalize your new workflow. This workflow will now have two sections: Trigger and Action.

• Trigger: Defines when the automation starts.
• Action: Specifies what happens once the trigger is activated.

In this case, the trigger will be set to capture new leads from Indi M, and the action will be to create those leads in Salesforce.

Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is to set up the trigger for your workflow. Select ‘Indi M’ as the trigger application, and choose the event as ‘New Leads’. Once selected, Pabbly Connect will provide you with a unique webhook URL, which you will use to connect Indi M with Pabbly Connect.

Copy the webhook URL and log into your Indi M account. Navigate to the Lead Manager section and find the option for ‘Import and Export Leads’. Click on the ‘Push API’ button, where you will enter the source name as ‘Pabbly Connect’ and paste the copied webhook URL. After saving these details, your Indi M account will be connected to Pabbly Connect.

• Go to Lead Manager in Indi M.
• Select Push API and enter the source name.
• Paste the webhook URL and save.

Now, whenever a new lead is generated in Indi M, it will be captured by Pabbly Connect automatically.

Setting Up the Action in Pabbly Connect

After setting up the trigger, the next step is to configure the action in Pabbly Connect. For the action application, select ‘Salesforce’ and choose the action event as ‘Create Lead’. Click on the connect button to establish a connection with your Salesforce account.

Authorize the connection by clicking the ‘Allow’ button. Once authorized, you will need to map the data from the previous step to create a new lead in Salesforce. This involves filling in the required fields such as name, email, and phone number from the captured lead data.

Map the first name and last name from the lead data. Enter the company name and email address. Fill in the phone number and address details.

After mapping all the required data, click on the ‘Save and Send Test Request’ button to create a lead in Salesforce. Once the test is successful, you can check your Salesforce account to confirm that the new lead has been added successfully.

Conclusion

In this tutorial, we’ve successfully integrated Indi M leads into Salesforce using Pabbly Connect. By automating this process, you can save time and manage leads efficiently. With Pabbly Connect, you can streamline workflows and enhance productivity in your business.