Integrating India M Leads to Salesforce with Pabbly Connect

Learn how to integrate India M leads into Salesforce using Pabbly Connect. This tutorial provides step-by-step instructions for seamless automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating India M leads into Salesforce, first access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Begin by signing up or logging into your existing account on the Pabbly Connect homepage.

After logging in, you will be directed to the dashboard where you can view all available applications. Pabbly Connect is designed to help you create workflows that automatically transfer data between India M and Salesforce, saving time and reducing manual errors.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow to connect your India M account with Salesforce. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow, such as ‘Add India M Leads to Salesforce’ and choose a folder for organization.

• Click on ‘Create’ to initiate your workflow.
• Select ‘India M’ as the trigger application.
• Choose ‘New Lead’ as the trigger event.

This setup ensures that whenever a new lead is generated in India M, it will automatically trigger actions in your Salesforce account through Pabbly Connect. This automation minimizes the risk of missing potential leads.

3. Setting Up the Webhook URL

To connect India M with Pabbly Connect, you will need to set up a webhook URL. After selecting your trigger event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to link your India M account.

Log into your India M seller account and navigate to the Lead Manager section. Here, select ‘Import/Export Leads’ and then choose ‘Push API’. In the setup, enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier.

4. Testing the Webhook Connection

Once the webhook URL is set, it’s crucial to test the connection. Generate a test lead in your India M account to see if it triggers the webhook response in Pabbly Connect. This step ensures that the integration is functioning correctly.

After submitting the test lead, return to Pabbly Connect and check if the test response is received successfully. If everything is set up correctly, you should see a confirmation of the test lead in your Pabbly workflow.

5. Finalizing Integration with Salesforce

The last step is to connect your Salesforce account to Pabbly Connect. In the action step of your workflow, select Salesforce as the action application and choose ‘Create Lead’ as the action event. This will ensure that every new lead from India M is added to your Salesforce account.

After connecting Salesforce, map the necessary fields such as name, email, and phone number from your India M lead to the corresponding fields in Salesforce. Finally, test the integration by saving and sending a test request to confirm that the lead is created successfully in Salesforce.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate India M leads into Salesforce. By automating this process, you can efficiently manage inquiries and leads, ultimately saving time and enhancing productivity for your Music Academy. This integration allows you to focus on growing your business rather than handling manual data entry.