Integrating IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect for efficient lead management and improved customer service. 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 Integration

To start integrating IndiaMART leads with Salesforce, you first need to access Pabbly Connect. Open your web browser and search for Pabbly Connect. You will find options to sign in or sign up for free. If you are a new user, you can sign up and enjoy 100 tasks free every month.

As an existing user, click on the ‘Sign In’ button. Once you log in, you will see a dashboard displaying all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin the integration process. This sets the stage for connecting IndiaMART and Salesforce seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name your workflow something descriptive, like ‘Integrating IndiaMART Leads with Salesforce,’ and select a folder where you want to save this workflow.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up your trigger and action.
• Select ‘IndiaMART’ as your trigger application.

By selecting IndiaMART, you are indicating that a new lead from this platform will trigger further actions in Salesforce through Pabbly Connect. This workflow will automate the lead management process effectively.

3. Setting Up Trigger for IndiaMART

Now, you need to define the trigger event in your Pabbly Connect workflow. Choose ‘New Lead’ as the trigger event. This means that every time a new lead is generated in your IndiaMART account, the workflow will initiate.

Once selected, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to connect your IndiaMART account. Log in to your IndiaMART account, navigate to the lead manager, and select the option for ‘Push API’ under ‘Import/Export’.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL you copied earlier.

After saving these details, you will need to generate an OTP for verification. This step ensures that your IndiaMART account is securely connected to Pabbly Connect, enabling smooth data transfer.

4. Testing the Integration with a Dummy Lead

With your webhook set up, it’s time to test the integration. Create a dummy lead in your IndiaMART account to see if the details are captured by Pabbly Connect. For this, contact a supplier and enter a message indicating your interest in placing an order.

After submitting this inquiry, go back to your Pabbly Connect dashboard and check if the lead details have been captured. You should see the lead information reflecting the inquiry you just submitted. This confirms that the connection is working correctly.

Ensure all lead details are visible in the response. Capture the lead information for the next step in Salesforce.

Testing this integration is crucial to ensure that every new lead from IndiaMART is automatically transferred to your Salesforce account via Pabbly Connect.

5. Adding the Lead to Salesforce

Now that you have tested the integration, it’s time to set up the action in Pabbly Connect. Select Salesforce as your action application. Choose ‘Create Lead’ as the action event. This step will allow you to automatically add the captured lead information to your Salesforce account.

You will be prompted to connect your Salesforce account if it’s not already linked. Click on ‘Connect with Salesforce’ and grant the necessary permissions. After successfully connecting, you will see fields to fill in for the lead details.

Map the lead information from the previous step to the Salesforce fields. Ensure to include first name, last name, email, and company name. Click on ‘Save and Send Test Request’ to finalize the process.

After saving, check your Salesforce account to confirm that the new lead has been successfully added. This integration between IndiaMART and Salesforce through Pabbly Connect streamlines your lead management process, allowing your sales team to act swiftly on new inquiries.

Conclusion

This tutorial demonstrated how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, you can enhance lead management and improve customer response times, ensuring no opportunity is missed.