Integrating Indi M with Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Indi M with Salesforce using Pabbly Connect to streamline lead management and enhance customer service. Follow our step-by-step tutorial now! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Indi M with Salesforce, you need to access Pabbly Connect. Start by opening your preferred browser and navigating to the Pabbly website. If you’re an existing user, click on the ‘Sign In’ button to access your dashboard.

Upon signing in, you will see a variety of applications. Click on ‘Access Now’ under Pabbly Connect. This will take you to the workflow dashboard where you can create automation workflows.

2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name your workflow something descriptive, like ‘Integrate Indi M Leads with Salesforce’.

• Click on ‘Create’ to initiate the workflow.
• This opens the workflow window where you will set up triggers and actions.

In this workflow, you will set up a trigger for when a new lead is received in Indi M, which will then send the lead details to Salesforce. This automation helps streamline your lead management.

3. Setting Up the Trigger in Pabbly Connect

In the workflow window of Pabbly Connect, select Indi M as your trigger application. You will need to choose the trigger event, which is set to ‘New Lead’. This event will initiate the workflow every time a new lead is created.

After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL, as you will need it to configure your Indi M account.

• Log into your Indi M account.
• Navigate to the Lead Manager section and select ‘Push API’.
• Paste the Webhook URL into the corresponding field and save the settings.

This setup allows Pabbly Connect to listen for new leads generated in Indi M and respond accordingly.

4. Configuring the Action to Send Leads to Salesforce

After setting up the trigger, it’s time to configure the action in your Pabbly Connect workflow. Select Salesforce as your action application and choose the action event ‘Create Lead’. This will send the lead details from Indi M to Salesforce.

You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize the connection. Once connected, you can start mapping the lead details from Indi M to Salesforce fields.

Map the sender’s name from the Indi M lead to the corresponding fields in Salesforce. Ensure to split the full name into first and last names if necessary.

This mapping ensures that every new lead generated in Indi M is accurately reflected in Salesforce, enhancing your lead management efficiency.

5. Testing the Integration in Pabbly Connect

Now that your workflow is set up, it’s crucial to test the integration. Create a dummy lead in Indi M to trigger the workflow. After submitting the lead, check Pabbly Connect to see if the lead details have been captured correctly.

If the details appear in Pabbly Connect, navigate to your Salesforce account to verify that the lead has been created successfully. This confirms that the integration between Indi M and Salesforce via Pabbly Connect is functioning as intended.

Once the test is successful, your workflow will run in the background, automatically updating Salesforce with new leads from Indi M without any manual effort needed.

Conclusion

Integrating Indi M with Salesforce using Pabbly Connect simplifies lead management by automating the transfer of lead information. This process enhances efficiency and improves customer service by ensuring timely follow-ups on inquiries.