Learn how to automate the integration of India M leads into Salesforce using P Connect Now, enhancing your real estate business efficiency. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger for New Leads in India M

The first step in this integration involves setting up the P Connect Now trigger for new leads from India M. This trigger will initiate the workflow whenever a new lead is generated through India M.

To begin, log into your P Connect Now account and navigate to the dashboard. Here, you will create a new workflow specifically for capturing leads from India M. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘India M Leads to Salesforce.’ Select the folder where you want to save this workflow, ensuring it’s easily accessible for future modifications.

2. Connecting India M with P Connect Now

Next, you will connect India M with P Connect Now to facilitate the flow of data. This connection is vital for transferring lead information directly to your CRM, Salesforce.

  • Search for the trigger application, which is India M.
  • Select the trigger event, which should be ‘New Leads.’
  • Copy the provided webhook URL from P Connect Now.

After copying the webhook URL, go to your India M account. Navigate to the Lead Manager section and click on the hamburger icon. From there, select ‘Import/Export Leads’ and then ‘Push API’ to create a new integration. Here, paste the webhook URL you copied earlier and save the details to establish the connection.

3. Generating OTP for Integration Confirmation

To finalize the integration between India M and P Connect Now, you will need to generate an OTP. This step is crucial for authenticating the connection.

In the Push API settings, click on the ‘Click to Generate OTP’ button. Once you receive the OTP, submit it to complete the integration setup. This process ensures that your India M leads can now be sent to P Connect Now seamlessly.

After successfully generating and submitting the OTP, you should see a confirmation that the integration has been established. This indicates that any new inquiries from India M will now be automatically sent to P Connect Now.

4. Mapping Lead Details to Salesforce

The next step involves mapping the lead details from P Connect Now to Salesforce. This mapping is essential to ensure that all relevant lead information is accurately transferred to your CRM.

In the workflow settings, select Salesforce as your action application. Choose the action event as ‘Create Lead.’ Connect Salesforce with P Connect Now by clicking on ‘Add New Connection’ and allowing access to your Salesforce account.

  • Map the sender’s name from India M to the lead’s first and last name fields in Salesforce.
  • Include the company name, email, and phone number in the respective fields.
  • Add the inquiry message as the lead description.

Once all fields are mapped correctly, save the workflow. This setup ensures that every new inquiry from India M creates a corresponding lead in Salesforce with complete details.

5. Testing the Integration and Confirming Lead Creation

After mapping the lead details, it’s crucial to test the integration to confirm that leads from India M are being created in Salesforce as expected. This step verifies the entire workflow.

To test, generate a test inquiry in India M. Use the test option available in the Lead Manager to send a dummy inquiry to P Connect Now. After sending the test data, check your Salesforce account to see if the lead has been created.

If successful, you should see a new lead in Salesforce with all the details from your test inquiry. This confirms that your integration between India M and Salesforce using P Connect Now is functioning correctly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating India M leads into Salesforce using P Connect Now streamlines your real estate business operations significantly. By following these detailed steps, you can automate lead management and ensure timely follow-ups, enhancing your chances of closing deals effectively.