Integrating IndiaMART Leads into Salesmate with Pabbly Connect

Learn how to automate the creation of Salesmate contacts from IndiaMART leads using Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesmate contacts from IndiaMART leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in if you are an existing user or click on ‘Sign Up Free’ if you are new. Signing up is quick and gives you 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. You can create a new folder for your workflow by clicking the plus icon. Name this folder something like ‘Automations for IndiaMART’ and click on ‘Create’. This organization is essential for managing your workflows effectively.

2. Creating a Workflow in Pabbly Connect

After setting up your folder, the next step is to create a workflow in Pabbly Connect. Click on ‘Create Workflow’ and name it ‘IndiaMART Automation’. Ensure that you select the folder you just created to keep your workflows organized.

• Select Indi M as your trigger application.
• Choose ‘New Leads’ as the trigger event, which activates the workflow when a new lead is captured.
• Click ‘Connect’ to link your IndiaMART account.

By setting up this trigger, you ensure that every time a new lead is generated in IndiaMART, it will automatically initiate the workflow through Pabbly Connect. This automation saves you time and ensures that no leads are missed.

3. Connecting IndiaMART with Pabbly Connect

To connect your IndiaMART account, you need to enter your CRM key. Log into your IndiaMART account, navigate to settings, and find the CRM API option. If you haven’t generated your API key yet, click on ‘Generate Key’. Copy this key and paste it into Pabbly Connect.

After pasting the API key, click ‘Save and Send Test Request’. This step will fetch the details of the most recent lead from your IndiaMART account. You should see the lead’s information displayed in Pabbly Connect, confirming that the connection is successful.

4. Setting Up Salesmate in Pabbly Connect

Once your trigger is set up, it’s time to configure the action application, which is Salesmate. Select Salesmate as the action application and choose ‘Create Contact’ as the action event. Click ‘Connect’ to set up the connection between Pabbly Connect and your Salesmate account.

• Enter your Salesmate account details: Host Name, Session Token, and Account URL.
• To find these details, log into your Salesmate account and navigate to your profile settings.
• After entering all required fields, click ‘Save’ to connect.

With the Salesmate connection established through Pabbly Connect, you can now map the lead details from IndiaMART to create a new contact in Salesmate. This mapping ensures that all necessary information is accurately transferred.

5. Finalizing the Integration Workflow

To finalize the integration, you need to map the lead’s first name, last name, mobile number, and email address. Use the mapping feature in Pabbly Connect to pull these details from the previous steps. For the full name, you may need to split the text using the ‘Split Text’ action in Pabbly Connect.

After mapping all the required fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message indicating that a new contact has been created in your Salesmate account. You can verify this by refreshing your Salesmate dashboard to see the newly created contact.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Salesmate contacts from IndiaMART leads. By following the steps outlined, you can streamline your lead management process efficiently.