Learn how to integrate India M with Salesforce using P Connect for seamless lead management. Follow this detailed tutorial for step-by-step instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week. with Pabbly Connect.

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Setting Up India M Integration with Salesforce

Integrating India M with Salesforce is essential for managing leads effectively. This integration allows you to automatically add new inquiries into your Salesforce CRM, streamlining your sales process.

To start, you need to create a connection between India M and Salesforce using P Connect. This process requires no coding skills and can be done quickly. Here’s how:

Creating a Workflow in P Connect

To create a workflow in P Connect, first log into your account. Once you are on the dashboard, click on the ‘Create Workflow’ button. This will open a new window where you can name your workflow.

Choose a name that reflects your objective, such as ‘Add India M Leads to Salesforce’. After naming your workflow, select the folder where you want to save it. Then, click on the ‘Create’ button to proceed to the main workflow window.

  • Click on ‘Create Workflow’.
  • Name your workflow appropriately.
  • Select the appropriate folder.

In this window, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result. Set up your trigger first by selecting India M as the application.

Configuring Trigger and Action Steps

After selecting India M, choose the trigger event as ‘New Leads’. This event will activate the workflow whenever a new lead is generated in India M. Next, you need to connect India M with P Connect using the webhook URL.

Copy the webhook URL from P Connect and navigate to your India M account. In the lead manager, find the option for ‘Import/Export Leads’ and select ‘Push API’. Here, you will create a new integration by pasting the copied webhook URL.

  • Open ‘Lead Manager’ in India M.
  • Select ‘Push API’ to create a new integration.
  • Paste the copied webhook URL.

Once the integration is set up, click on ‘Save Details’ and generate an OTP. Enter the OTP to finalize the connection. This step ensures that India M can send lead information to P Connect.

Automating Lead Creation in Salesforce

Now that you have set up the trigger, the next step is to configure the action. Click on the action step and search for Salesforce. Select it as your action application and choose the action event ‘Create Lead’.

Connect your Salesforce account with P Connect by clicking on ‘Add New Connection’ and allowing access. Once connected, you will need to map the lead details from India M to the fields in Salesforce.

Select ‘Create Lead’ as your action event. Connect to your Salesforce account. Map the lead details from India M to Salesforce.

Fill in the required fields using the data received from India M. This includes the sender’s name, company name, phone number, and inquiry message. Once all fields are mapped, click on ‘Save and Send’ to complete the setup.

Testing the Integration

After setting up the integration, it’s crucial to test it to ensure everything works smoothly. Generate a test lead in India M to see if the details are correctly sent to Salesforce.

Check your Salesforce account to confirm that the test lead appears with the correct information. This final verification step ensures that your automation is functioning as intended.

Once confirmed, you will have successfully integrated India M with Salesforce using P Connect. This integration will save you time and reduce manual data entry, making your lead management process much more efficient.

Conclusion

Integrating India M with Salesforce using P Connect streamlines lead management by automating the process of adding new inquiries. This setup not only saves time but also enhances the accuracy of data entry.

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Now you can easily manage your leads from India M directly within Salesforce, ensuring that no lead is missed and every inquiry is tracked effectively. Start automating your lead management today for a more efficient workflow.