Integrating IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate the integration of IndiaMART leads to Salesforce using Pabbly Connect. Follow this step-by-step tutorial for seamless lead management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating IndiaMART leads into Salesforce, first, you need to access Pabbly Connect. This platform allows for seamless automation and integration between different applications.

Sign in to your Pabbly Connect 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 you can start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow.

For this integration, name your workflow ‘Add IndiaMART Leads and Inquiries to Salesforce for Customer Electronics Business’. Next, select a folder to save this workflow. Follow these steps:

• Click on the drop-down menu to select a folder.
• Choose the folder named ‘IndiaMART Automations’.
• Click the ‘Create’ button to finalize your workflow.

Once your workflow is created, you will see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result.

3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘IndiaMART’. This will allow Pabbly Connect to capture new leads generated from IndiaMART automatically.

Choose the trigger event as ‘New Leads’. After selecting, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect IndiaMART to Pabbly Connect.

Next, log in to your IndiaMART account and navigate to the Lead Manager section. Here’s how you can connect it:

• Click on the menu and select ‘Import and Export Leads’.
• Choose ‘Push API’ from the options.
• Enter ‘Pabbly Connect’ as the platform name and paste the copied webhook URL.

After saving these details, your webhook is set up, and Pabbly Connect is ready to capture leads.

4. Testing the Connection Between IndiaMART and Pabbly Connect

To ensure that the connection works, you need to generate a test lead in your IndiaMART account. This will help you verify if Pabbly Connect captures the lead details accurately.

Search for a dummy product in your IndiaMART account and click on the ‘Contact Supplier’ button. Enter your inquiry and a dummy GST number, then submit the form. This action will generate a test lead.

After submission, return to your Pabbly Connect workflow and check if the test lead has been captured. You should see the details of the lead, including the query ID and other relevant information, confirming that the integration is successful.

5. Creating a Lead in Salesforce Using Pabbly Connect

Now that your trigger is set up and tested, the next step is to create a lead in Salesforce using the captured details from IndiaMART. Select ‘Salesforce’ as your action application in Pabbly Connect.

Choose the action event as ‘Create Lead’. You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect’ and authorize the connection.

Next, map the fields from the IndiaMART lead to Salesforce. This includes details like first name, last name, mobile number, email, and inquiry message. After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation response.

Finally, check your Salesforce account to confirm that the lead has been created with all the details accurately transferred from IndiaMART.

Conclusion

In this tutorial, we demonstrated how to automate the integration of IndiaMART leads into Salesforce using Pabbly Connect. This process simplifies lead management and ensures that your sales team can focus on follow-ups without manual data entry.