Integrating IndiaMART Leads into Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your UX agency using Pabbly Connect. Follow our step-by-step tutorial for automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, start by accessing Pabbly Connect. Go to the Pabbly website and log in to your account. If you don’t have an account, you can sign up for free, which provides 100 tasks monthly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows. Click on ‘Create New Workflow’ to begin setting up your automation between IndiaMART and Salesforce.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select IndiaMART as your trigger application. The event you want to use is ‘New Lead’, which will activate the workflow whenever a new lead is created in IndiaMART.

• Choose the trigger event: New Lead.
• Connect your IndiaMART account by providing the necessary API keys.
• Test the trigger to ensure it captures leads correctly.

Once the trigger is set up, Pabbly Connect will listen for new leads from IndiaMART, preparing to send this information to Salesforce automatically.

3. Configuring the Action to Add Leads to Salesforce

Next, you will configure the action step in Pabbly Connect to add leads to Salesforce. Select Salesforce as your action application. The action event you want to use is ‘Create Lead’. This will create a new lead in Salesforce each time a new lead is captured from IndiaMART.

In this section, you will need to map the fields from the IndiaMART lead to the corresponding fields in Salesforce. This includes:

• Mapping the lead’s name to the ‘Name’ field in Salesforce.
• Mapping the email address to the ‘Email’ field.
• Mapping the phone number and any other relevant details.

After mapping the fields, test the action to ensure that leads are being created successfully in Salesforce through Pabbly Connect.

4. Finalizing the Integration and Testing

Once you have set up the trigger and action, it’s time to finalize the integration in Pabbly Connect. Make sure all the details are correct and click on ‘Save’ to complete the setup. This will ensure that every new lead from IndiaMART is automatically sent to Salesforce.

To test the integration, create a dummy lead in IndiaMART and check if it appears in Salesforce. If everything is set up correctly, the lead should show up without any manual input.

By using Pabbly Connect, you have streamlined the process, saving time and reducing errors associated with manual data entry.

Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART leads into Salesforce using Pabbly Connect. This automation helps UX agencies efficiently manage enquiries, ensuring no lead is missed and improving overall workflow.