Integrating IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce using Pabbly Connect for efficient lead management in the pharmaceutical industry. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce, we start by accessing Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page.

If you don’t have an account, you can sign up for free, which takes only a couple of minutes. Once logged in, you can access the dashboard where you will create a new workflow to automate lead management.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Add Pharmaceuticals and Medicinal Products IndiaMART Leads to Salesforce’.

• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed.

This will take you to a new window where you can set up the trigger and action for your workflow. Remember, the trigger is the event that starts the workflow, and the action is what happens as a result.

3. Setting Up the Trigger for IndiaMART Leads

The first action in your Pabbly Connect workflow is to set up the trigger. Search for the IndiaMART application and select it as your trigger application.

Next, choose the trigger event, which in this case is ‘New Leads’. This means every time a new inquiry comes through IndiaMART, it will trigger the workflow. Copy the webhook URL provided by Pabbly Connect to connect IndiaMART with your workflow.

• Go to your IndiaMART account and navigate to Lead Manager.
• Select the option for ‘Import/Export Leads’ and choose ‘Push API’.
• Paste the copied webhook URL into the required field.

After saving these settings, generate an OTP to complete the connection between IndiaMART and Pabbly Connect.

4. Creating a New Lead in Salesforce

With the trigger set, the next step in Pabbly Connect is to define the action, which is to create a new lead in Salesforce. Search for Salesforce in the action application section and select it.

Choose the action event ‘Create Lead’. You will need to connect Salesforce with Pabbly Connect by clicking on ‘Connect’ and following the prompts to authorize access to your Salesforce account.

Fill in the required lead details using the information received from IndiaMART. Map the fields correctly to ensure data is transferred accurately.

Once all details are mapped, click on ‘Save and Send Test’ to verify if the lead has been created successfully in Salesforce.

5. Verifying the Creation of Leads in Salesforce

After setting up your workflow in Pabbly Connect, it’s crucial to check if the integration works as intended. Go to Salesforce and navigate to the leads section to see if the new lead has been created.

You should find the lead with the details populated from the IndiaMART inquiry. This process not only enhances your lead management efficiency but also saves time on manual entries, allowing you to focus on growing your pharmaceutical business.

By successfully integrating IndiaMART leads into Salesforce using Pabbly Connect, you ensure that every inquiry is tracked and managed effectively, improving your overall business operations.

Conclusion

This tutorial has guided you through integrating IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, you can enhance your lead management and improve efficiency in handling inquiries.