Integrating IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating IndiaMART leads into Salesforce, first, access Pabbly Connect. This platform allows seamless automation between different applications without requiring coding skills.

Go to the Pabbly Connect website and sign in. If you’re a new user, you can sign up for a free account. Once signed in, navigate to the dashboard where you can create your workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you’ll create a workflow to manage your IndiaMART leads. Click on the ‘Create Workflow’ button within Pabbly Connect. You will be prompted to name your workflow.

• Select a folder to save your workflow.
• Name your workflow appropriately, such as ‘Add IndiaMART Leads to Salesforce’.
• Click on the ‘Create’ button to proceed.

After clicking create, you will enter the workflow window where you can set up triggers and actions. This is where Pabbly Connect becomes crucial for connecting IndiaMART with Salesforce.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up a trigger application. In this case, select IndiaMART as the trigger application. This means that whenever a new lead comes through IndiaMART, it will trigger the workflow in Pabbly Connect.

Select the trigger event as ‘New Lead’. Pabbly Connect will provide you with a Webhook URL. Copy this URL, as it will be used to connect your IndiaMART account.

• Log into your IndiaMART account.
• Navigate to the Lead Manager section.
• Select ‘Push API’ and paste the Webhook URL.

By setting up this trigger, Pabbly Connect will automatically capture new leads from IndiaMART and prepare them for integration into Salesforce.

4. Setting Up the Action in Salesforce

Now it’s time to set up the action step in your workflow. Select Salesforce as the action application in Pabbly Connect. This will allow you to create a new lead in Salesforce every time a new lead is captured from IndiaMART.

Choose the action event as ‘Create Lead’. If you haven’t connected your Salesforce account yet, you will be prompted to do so. Click ‘Connect’ and authorize Pabbly Connect to access your Salesforce account.

Authorize Pabbly Connect to access Salesforce. Map the required lead details from the trigger response to the action fields.

This mapping ensures that every new lead from IndiaMART is accurately reflected in Salesforce, making it easy for your sales team to follow up.

5. Testing the Integration Workflow

After setting up both the trigger and action, it’s essential to test your workflow. Perform a test submission from IndiaMART to ensure that the details are captured correctly in Salesforce through Pabbly Connect.

Check your Salesforce account to see if the new lead appears as expected. If everything is set up correctly, you should see the lead details populated in Salesforce.

Submit a test lead from IndiaMART. Verify that the lead appears in Salesforce.

With this test, you confirm that your workflow is functioning correctly, allowing for real-time lead management without manual effort using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate lead management efficiently, ensuring timely follow-ups by your sales team.