Integrating India Mart Leads to Salesforce Using Pabbly Connect

Learn how to integrate India Mart leads into Salesforce using Pabbly Connect. Step-by-step tutorial for seamless automation. 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.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating India Mart leads with Salesforce, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage at Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 300 tasks every month. Existing users should click on ‘Sign In’ to access their dashboard. Once logged in, you will see the applications available in Pabbly Connect, allowing you to create workflows for integrations.

2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Name your workflow: ‘Add India Mart Leads to Salesforce’.
• Select the folder for your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will see the two main components: trigger and action. The trigger will initiate the workflow when a new lead is received from India Mart, and the action will add that lead to Salesforce.

3. Setting Up the Trigger with India Mart

The next step involves setting up the trigger in Pabbly Connect. Choose India Mart as your trigger application and select the event as ‘New Leads’. This means that every time a new lead comes in, Pabbly Connect will capture the information automatically.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your India Mart account with Pabbly Connect. Log into your India Mart account, navigate to the Lead Manager, and select the option for ‘Import/Export Leads’. From there, choose ‘Push API’ and enter the webhook URL you copied earlier.

4. Configuring the Action to Create a Lead in Salesforce

Now that the trigger is set up, the next step is to configure the action in Pabbly Connect to create a lead in Salesforce. Select Salesforce as your action application and choose the event ‘Create Lead’. This will allow Pabbly Connect to add new leads to your Salesforce account automatically.

You will need to connect your Salesforce account with Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize access. Once connected, you will be prompted to map the lead details from India Mart to the corresponding fields in Salesforce.

• Map the lead’s name to the ‘Last Name’ field.
• Map the lead’s phone number and email accordingly.
• Fill in any other required fields as necessary.

After mapping all the necessary fields, click on ‘Save and Send Request’ to finalize the setup. This will allow Pabbly Connect to send the lead information directly to Salesforce.

5. Testing the Integration

With the workflow and actions set up, it’s crucial to test the integration using Pabbly Connect. Go back to your India Mart account and generate a test lead using the ‘Test Your Webhook Listener URL’ option. This will send a test response to Pabbly Connect.

Once the test lead is generated, return to your Pabbly Connect dashboard to check if the test response was received successfully. If everything is set up correctly, you will see the lead details in the workflow response section. You can then verify the lead by checking your Salesforce account to ensure it has been added correctly.

This entire process automates the flow of leads from India Mart to Salesforce, ensuring no leads are missed and enhancing your efficiency in managing customer inquiries.

Conclusion

In this tutorial, we explored how to integrate India Mart leads into Salesforce using Pabbly Connect. By automating this process, you can efficiently manage leads and enhance customer relationship management. This integration saves time and minimizes the risk of missing important leads.