Integrating IndiaMart Leads into Salesforce Using Pabbly Connect

Learn how to automate the integration of IndiaMart leads into Salesforce using Pabbly Connect. Step-by-step tutorial for seamless lead management. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMart leads into Salesforce, you will first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage.

Once there, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. After signing in, you will be directed to the dashboard where you can create workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, we will create a workflow to automate the process of adding IndiaMart leads to Salesforce using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. A dialog box will appear asking you to name your workflow.

• Name your workflow, for example, ‘Add IndiaMart Leads to Salesforce.’
• Select a folder to organize your workflow.
• Click ‘Create’ to proceed.

After naming your workflow, you will see two windows labeled ‘Trigger’ and ‘Action.’ Here, you will set up the necessary steps to automate the lead transfer.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select IndiaMart as your trigger application. This means that every time a new lead is generated in IndiaMart, it will trigger the workflow.

Choose the trigger event as ‘New Lead.’ This will initiate the workflow whenever a new lead is received. You will be provided with a webhook URL that you need to copy and paste into your IndiaMart account to connect the two platforms.

4. Connecting IndiaMart to Pabbly Connect

To establish the connection, log into your IndiaMart account and navigate to the Lead Manager section. Here, you will find options to manage leads. Select the option for Push API and deactivate any existing webhooks.

• Paste the copied webhook URL from Pabbly Connect.
• Fill in any required fields, including the source of the lead.
• Click ‘Save’ to activate the webhook.

Once the webhook is activated, return to Pabbly Connect where it will indicate that it is waiting for a response. This means the connection is successfully established.

5. Adding Leads to Salesforce from Pabbly Connect

Now that the connection is set, the final step is to set up the action in Pabbly Connect. Select Salesforce as your action application and choose the event as ‘Create Lead.’ This will ensure that every new lead from IndiaMart is added to your Salesforce account.

Log into your Salesforce account when prompted, and allow Pabbly Connect to access your data. You will then need to map the fields from the IndiaMart lead to the corresponding fields in Salesforce, ensuring all relevant information is correctly transferred.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of adding leads from IndiaMart into Salesforce. This integration saves time and ensures that you never miss a lead, enabling effective management and follow-up.