Integrating India Mart Leads with Salesforce Using Pabbly Connect

Learn how to integrate India Mart leads into Salesforce using Pabbly Connect in this detailed tutorial. Step-by-step instructions provided. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating India Mart leads into Salesforce, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to initiate the integration process. This is the first step in using Pabbly Connect to connect your applications.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the lead transfer from India Mart to Salesforce. You will need to provide a name for your workflow, such as ‘Integrating India Mart Leads with Salesforce’ and select a folder to save it in.

• Name your workflow appropriately.
• Select a folder for organization.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see a window where you can set up your trigger. This is where Pabbly Connect allows you to define what action will trigger the workflow, ensuring automation is seamless.

3. Setting Up the Trigger for India Mart

For this integration, the trigger application will be India Mart. In the trigger settings, search for India Mart and select it as your trigger application. After that, choose the trigger event as ‘New Lead Captured’ to ensure that your workflow is activated whenever a new lead is received.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to paste it into your India Mart account to complete the integration.

• Select ‘India Mart’ as the trigger application.
• Choose ‘New Lead Captured’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

This step is crucial as it establishes the connection between India Mart and Pabbly Connect, enabling the automation of lead transfer to Salesforce.

4. Configuring India Mart with Pabbly Connect

Now, log in to your India Mart account and navigate to the lead manager section. Access the import/export leads option and select ‘Push API’. Here, you will enter the webhook URL copied from Pabbly Connect.

In the API settings, choose ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. After pasting the webhook URL, click on ‘Save Details’. This step finalizes the setup in India Mart, allowing it to communicate with Pabbly Connect.

Navigate to the lead manager section in India Mart. Select ‘Push API’ and enter the webhook URL. Save your details to complete the configuration.

This ensures that whenever a new lead is generated in India Mart, it will automatically trigger the workflow in Pabbly Connect, sending the lead details to Salesforce.

5. Finalizing the Integration with Salesforce

With the webhook setup complete, the next step is to connect Salesforce as the action application in Pabbly Connect. Search for Salesforce in the action application section and select it. Choose the action event as ‘Create Lead’ to ensure that every new lead from India Mart is added into Salesforce.

After selecting the action event, you will need to connect your Salesforce account. Click on the ‘Connect with Salesforce’ button and authorize Pabbly Connect to access your Salesforce account. Once connected, you can map the lead details received from India Mart to the appropriate fields in Salesforce.

Select Salesforce as the action application. Choose ‘Create Lead’ as the action event. Map the lead details from India Mart to Salesforce fields.

This final setup ensures that every new lead captured in India Mart will automatically create a corresponding lead in Salesforce, streamlining your workflow and eliminating manual entry.

Conclusion

In this tutorial, we explored how to integrate India Mart leads into Salesforce using Pabbly Connect. By following the steps outlined, you can automate the lead transfer process, ensuring efficiency in managing inquiries and leads.

Using Pabbly Connect simplifies the integration between various applications, allowing you to focus on growing your business without the hassle of manual data entry.