Integrating IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for contract manufacturing services using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, we start by accessing Pabbly Connect. Open your web browser and search for the Pabbly Connect website. You will see options to sign in or sign up for free if you’re a new user.

For existing users, click on the ‘Sign In’ button. Once you log in, you will see all the available applications. Click on the ‘Access Now’ button for Pabbly Connect to enter your dashboard and begin the integration process.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘How to Add IndiaMART Leads to Salesforce’. Choose a folder for saving the workflow, such as ‘Automations’, and then click ‘Create’.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select a folder to save your workflow.

Once you click ‘Create’, you will be directed to the workflow window where you can set the trigger and action for your automation. This is the core of your integration using Pabbly Connect.

3. Setting Up the Trigger with IndiaMART

In the workflow window, choose IndiaMART as your trigger application. You need to select the trigger event, which is when a new lead is captured. This sets off the automation process. After selecting the trigger event, you will receive a webhook URL that you will use to connect IndiaMART to Pabbly Connect.

Copy the webhook URL and follow the instructions in your IndiaMART account. Go to the Lead Manager section, find the Import/Export Leads option, and select Push API. Choose ‘Other’ as the source and paste the webhook URL. After saving, generate an OTP to authenticate the connection.

• Select IndiaMART as the trigger application.
• Choose the trigger event for new leads.
• Copy the webhook URL and paste it in IndiaMART settings.

After entering the OTP and submitting, your webhook will be successfully integrated with Pabbly Connect. This means that every time a new lead is captured, it will trigger the workflow.

4. Setting Up Action in Salesforce

Now that your trigger is set up, it’s time to configure the action in Salesforce. In the Pabbly Connect workflow, select Salesforce as your action application. Choose the action event as ‘Create Lead’ and connect your Salesforce account.

You will need to authorize Pabbly Connect to access your Salesforce account. Click on ‘Connect with Salesforce’ and allow the necessary permissions. Once connected, you will be prompted to map the lead details from IndiaMART to Salesforce fields, ensuring that the information flows correctly.

Select Salesforce as the action application. Choose ‘Create Lead’ as the action event. Map the fields from IndiaMART to Salesforce.

After mapping the fields, perform a test request to verify that the integration works correctly. If successful, you will see the lead information appear in your Salesforce account, confirming that Pabbly Connect has successfully integrated the two applications.

5. Conclusion

By following these steps, you can effectively integrate IndiaMART leads into Salesforce using Pabbly Connect. This automation streamlines your lead management process, allowing for quicker follow-ups and enhanced customer relationships. With Pabbly Connect, you can automate various tasks effortlessly.

Utilizing Pabbly Connect for your business can significantly improve efficiency and save time by eliminating manual data entry. Start integrating today to enhance your operations!