Integrating Indiamart Leads to Salesforce Using Pabbly Connect

Learn how to integrate Indiamart leads with Salesforce using Pabbly Connect in this step-by-step tutorial. Streamline your lead management process effectively! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Indiamart leads into Salesforce, first access Pabbly Connect. Open your browser and go to Pabbly.com/connect. You will find options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply sign in. After signing in, click on ‘Access Now’ to open your dashboard, where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

Once in your dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something descriptive, like ‘Indiamart Leads to Salesforce Integration’. using Pabbly Connect

• Select an existing folder or create a new one for better organization.
• Click on ‘Create’ to proceed to the workflow window.

In the workflow window, you will define the trigger and action. The trigger is the event that starts the workflow, and the action is what happens as a result. In this case, the trigger is a new lead captured from Indiamart.

3. Setting Up the Trigger for Indiamart

In the workflow setup, select ‘Indiamart’ as your trigger application. Next, choose the trigger event, which is ‘New Lead’. This will initiate the workflow whenever a new lead is created in your Indiamart account.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as you will need it to connect your Indiamart account with Pabbly Connect.

• Log into your Indiamart account and navigate to the Lead Manager section.
• Go to ‘Import/Export Leads’ and select ‘Push API’.
• Paste the copied webhook URL into the designated field.

After entering the necessary details, save the configuration. This links your Indiamart account with Pabbly Connect, allowing lead data to flow into your Salesforce account.

4. Configuring the Action in Pabbly Connect

Next, set up the action step in your workflow. Choose ‘Salesforce’ as the action application and select the action event as ‘Create Lead’. This ensures that each new lead from Indiamart is added to your Salesforce account.

To connect your Salesforce account, click on ‘Connect’ and either select an existing connection or create a new one. If creating a new connection, you will need to authorize Pabbly Connect to access your Salesforce data.

Allow all permissions requested by Pabbly Connect. Map the lead details from Indiamart to the corresponding fields in Salesforce.

Mapping ensures that the data from Indiamart is correctly placed in Salesforce, allowing for accurate lead tracking and management.

5. Testing and Finalizing the Integration

After setting up the action, it’s time to test the integration. Create a dummy lead in your Indiamart account to verify that the data flows into Salesforce correctly. Once the lead is created, check your Pabbly Connect workflow for a webhook response.

If successful, you will see the lead details captured in Pabbly Connect. Now, go to your Salesforce account and check the leads section to confirm that the new lead has been added successfully.

Ensure all lead details are accurate in Salesforce. Repeat the test if necessary to ensure reliability.

This integration allows your sales team to follow up on leads quickly and efficiently, enhancing customer satisfaction and improving sales conversions with the help of Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Indiamart leads into Salesforce using Pabbly Connect. This step-by-step process automates lead management, ensuring your sales team can act promptly on inquiries, ultimately boosting your business efficiency and customer satisfaction.