Integrating Indi Mart Leads into Salesforce Using Pabbly Connect

Learn how to integrate Indi Mart leads into Salesforce with Pabbly Connect for seamless lead management and automation. 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 Indi Mart leads into Salesforce, first, access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. Once there, you can either sign in if you are an existing user or click on ‘Sign up for free’ if you are new.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create workflows that automate your tasks. Select the ‘Access Now’ option to start using Pabbly Connect for your integration needs.

2. Creating a Workflow in Pabbly Connect

Once you are on the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, you can name it ‘Add Indi Mart Leads to Salesforce’. Choose the folder where you want to save this workflow.

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

In the workflow window, you will define the trigger application. For this integration, select ‘Indi Mart’ as the trigger application. This setup is essential because it allows Pabbly Connect to monitor new leads from your Indi Mart account.

3. Setting Up the Trigger for Indi Mart

After selecting Indi Mart as your trigger application in Pabbly Connect, choose the trigger event as ‘New Lead’. This event will initiate the workflow whenever a new lead is generated. You will now be provided with a webhook URL.

Next, log into your Indi Mart account and navigate to the Lead Manager section. Here, you will need to set up the webhook listener. Follow these steps:

• Go to Import/Export Leads and select the ‘Push API’ option.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL you copied earlier.

Once you have filled in the details, click on ‘Save Details’. You will be prompted to generate an OTP for verification, which you will enter to complete the setup.

4. Testing the Integration with Pabbly Connect

After successfully setting up the webhook in Indi Mart, it’s time to test the integration using Pabbly Connect. You can do this by generating a test lead in your Indi Mart account. Fill in the necessary details and submit the inquiry.

Once the test lead is submitted, return to your Pabbly Connect workflow. You should see that it is waiting for a webhook response. This indicates that Pabbly Connect is ready to capture the lead information sent from Indi Mart.

Check the workflow to confirm that the details of the test lead have been received. This step is crucial as it verifies that the integration is functioning correctly before moving on to the action setup.

5. Setting Up Salesforce as the Action Application

For the final step, you will configure Salesforce as the action application in Pabbly Connect. Select Salesforce and choose the action event as ‘Create Lead’. This step will ensure that the lead details captured from Indi Mart are automatically added to your Salesforce account.

Click on ‘Connect’ and either select an existing connection or create a new one by allowing Pabbly Connect to access your Salesforce account. Once connected, you will need to map the fields from the Indi Mart lead to the corresponding fields in Salesforce.

Map the last name, first name, and other details from the previous step. Ensure all required fields in Salesforce are filled correctly.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see the confirmation that the lead has been created in Salesforce. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Indi Mart leads into Salesforce using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that your sales team has immediate access to new inquiries.