Integrating IndiaMART Leads into Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce for Rustic Texture Paint Service using Pabbly Connect. Follow our detailed step-by-step tutorial.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, the first step is to access Pabbly Connect. This platform allows users to automate workflows seamlessly. Start by visiting the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, you will see the dashboard with various Pabbly products. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your workflow. This is crucial for linking IndiaMART and Salesforce effectively.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will prompt you to name your workflow and select a folder.

• Name your workflow: ‘IndiaMART Leads to Salesforce for Rustic Texture Paint Service’.
• Select the folder where you want to save this workflow.

After naming and selecting the folder, click on the ‘Create’ button. This sets up the workflow, which will consist of a trigger and an action, both of which are essential for the automation process.

3. Setting Up the Trigger for IndiaMART Leads

In this section, you will set up the trigger for your workflow in Pabbly Connect. The trigger application will be IndiaMART, as you want to capture new leads. Select IndiaMART as your trigger application and choose ‘New Lead’ as the trigger event.

Once selected, Pabbly Connect will provide a webhook URL. Copy this URL and log into your IndiaMART account. Navigate to the Lead Manager section, then to the ‘Import/Export Leads’ option, and select the ‘Push API’ button.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL and save the details.

After saving, return to your workflow in Pabbly Connect. The status will show ‘Waiting for Webhook Response’ indicating that the trigger setup is complete.

4. Generating a Test Inquiry in IndiaMART

To ensure that the integration works, generate a test inquiry in your IndiaMART account. Log into your account and select a dummy product. Click on the ‘Contact Supplier’ button to initiate the inquiry process.

Fill out the inquiry form with relevant details, including your inquiry message and a dummy GST number. After submitting the form, check back in Pabbly Connect to see if the webhook response captures the lead information successfully.

Ensure the inquiry message is clear and reflects your interest. Submit the inquiry and wait for the response in Pabbly Connect.

If successful, you will see the lead details captured in your workflow, confirming that IndiaMART is properly connected to Pabbly Connect.

5. Setting Up the Action to Create Leads in Salesforce

Now that your trigger is set up, it’s time to create the action step in Pabbly Connect. Choose Salesforce as your action application and select the ‘Create Lead’ action event. Click on the ‘Connect’ button to establish a connection with your Salesforce account.

Authorize Pabbly Connect to access your Salesforce account by clicking the ‘Allow’ button. Once authorized, you will need to map the lead details from the previous step to the corresponding fields in Salesforce.

Map the first name, last name, email, and phone number from the captured lead data. Set the lead source as ‘IndiaMART Lead’. Click on ‘Save and Test Request’ to finalize the setup.

Upon successful mapping and saving, refresh your Salesforce account to see the new lead created with the details from the inquiry. This confirms that the automation between IndiaMART and Salesforce via Pabbly Connect is functioning correctly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for your Rustic Texture Paint Service. By following these steps, you can efficiently manage leads and improve response times, enhancing your overall business productivity.