Integrating IndiaMART Leads into Salesforce Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Salesforce for your firecrackers business using Pabbly Connect. Follow this step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, you first need to access Pabbly Connect. This platform allows you to automate the transfer of data between applications seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the dashboard where all your applications are listed. Click on the ‘Access Now’ button for Pabbly Connect. This action takes you to the Pabbly Connect dashboard where you can create a new workflow to facilitate the integration of IndiaMART leads into Salesforce.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow specifically for adding IndiaMART leads to Salesforce. Start by clicking on the ‘Create Workflow’ button located at the top right corner of the Pabbly Connect dashboard. A dialog box will appear, prompting you to name your workflow. using Pabbly Connect

• Name the workflow: ‘Add IndiaMART Leads to Salesforce for Firecrackers Business’.
• Select a folder for organization, such as ‘Lead Management’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is essential as it defines when the automation will start, while the action specifies what will happen once the trigger is activated. In this case, we will set IndiaMART as the trigger application.

3. Setting Up the Trigger for IndiaMART Leads

Now, we will configure the trigger in Pabbly Connect to capture new leads from IndiaMART. Select IndiaMART as the trigger application and choose the trigger event as ‘New Lead’. This setup ensures that every time a new lead is generated, Pabbly Connect captures the details automatically.

Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to establish a connection between IndiaMART and Pabbly Connect. Next, log in to your IndiaMART account and navigate to the ‘Lead Manager’ section.

• Go to ‘Import/Export Leads’ in the Lead Manager.
• Click on the ‘Push API’ button.
• Select ‘Other’ as the source and enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL and save the details.

After saving, you will see a confirmation that the webhook has been successfully added to your IndiaMART account. This connection allows Pabbly Connect to receive lead data whenever a new inquiry is generated.

4. Testing the Integration with Pabbly Connect

With the webhook set up, it is time to test whether the integration is functioning correctly. To do this, generate a test lead in your IndiaMART account. This lead simulates the process of a potential customer expressing interest in your firecrackers business. using Pabbly Connect

After creating the test lead, return to your Pabbly Connect workflow. You should see a notification indicating that Pabbly Connect is waiting for a webhook response. If the integration is successful, Pabbly Connect will capture the lead’s details, such as name, email, phone number, and inquiry message.

Once the test lead is generated, check the response captured in Pabbly Connect. You should see all relevant details, confirming that the integration is working as intended. This step is crucial to ensure that every new lead from IndiaMART is accurately captured and ready for the next step.

5. Adding Leads to Salesforce Using Pabbly Connect

Now that we have confirmed that Pabbly Connect is capturing leads from IndiaMART, we will set up the action to add these leads to Salesforce. In the action application, select Salesforce and choose the action event ‘Create Lead’. This step will ensure that every new lead from IndiaMART is automatically created in your Salesforce account. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection with Salesforce. Authorize Pabbly Connect to access your Salesforce account. Once authorized, you will need to map the lead details from the previous step into the corresponding fields in Salesforce.

Map the lead’s first name and last name from the captured data. Fill in the company name, phone number, and email address. Set the lead source as ‘IndiaMART Leads’ and status as ‘Open’.

After filling in all required fields, click the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation that a new lead has been created in Salesforce, completing the integration process. This automation ensures that your sales team can efficiently manage new inquiries without manual data entry.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, you can save time and ensure that every lead is captured accurately. Now, your sales team can focus on converting these leads into customers with ease.