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 begin integrating Indiamart leads into Salesforce, first access Pabbly Connect. This powerful integration platform allows you to automate lead management efficiently.

Start by visiting the Pabbly Connect website and signing in. If you are a new user, you can sign up for free to get started. Once logged in, you’ll be directed to the Pabbly Connect dashboard where you can create your workflows.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow to automate the integration between Indiamart and Salesforce using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

• Name your workflow: ‘Indiamart Leads to Salesforce’.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow.

After creating your workflow, you will see two sections: Trigger and Action. The Trigger section is where you specify the event that starts the automation, while the Action section defines what happens after the trigger occurs.

3. Setting Up the Trigger with Indiamart

Now, let’s set up the trigger in Pabbly Connect to capture new leads from Indiamart. Select Indiamart as your trigger application and choose ‘New Leads’ as the trigger event.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL to connect your Indiamart account with Pabbly Connect. Log into your Indiamart account, navigate to the Lead Manager, and select ‘Push API’ under Import and Export Leads.

• Paste the webhook URL in the designated field.
• Provide a platform name (e.g., Pabbly Connect).
• Save the details to activate the API.

Once the webhook is successfully added, generate a test lead in Indiamart to ensure that Pabbly Connect captures the lead data accurately. This step is crucial for confirming the integration works as intended.

4. Setting Up the Action with Salesforce

After successfully setting up the trigger, it’s time to configure the action step in Pabbly Connect. Select Salesforce as your action application and choose ‘Create Contact’ as the action event.

Click on the ‘Connect’ button to establish a connection with your Salesforce account. You will be prompted to authorize Pabbly Connect to access your Salesforce data. After granting permission, you can map the lead details from Indiamart to the Salesforce contact fields.

Map the first name and last name from the Indiamart lead data. Input the email address, phone number, and address accordingly. Set the lead source as ‘Indiamart Leads’.

Once all fields are mapped correctly, click the ‘Send Test Request’ button to verify that the contact has been created successfully in Salesforce.

5. Verifying the Integration in Salesforce

To confirm that your integration is successful, navigate to your Salesforce account and check the Contacts page. Refresh the page to see if the new contact created from the Indiamart lead appears in your Salesforce contact list.

If the contact is visible with the correct details, it verifies that Pabbly Connect has successfully automated the process of transferring leads from Indiamart to Salesforce. This integration saves time and reduces errors in lead management.

In summary, you have now set up an automated workflow that captures Indiamart leads and adds them as contacts in Salesforce using Pabbly Connect. This process enhances efficiency and allows you to focus on responding to leads promptly.

Conclusion

In this tutorial, we discussed how to integrate Indiamart leads into Salesforce using Pabbly Connect. By automating this process, you can save time and improve lead management efficiency. Start utilizing Pabbly Connect for seamless integrations today!