Integrating IndiaMART Leads to Salesforce with Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce for the chemical industry using Pabbly Connect. Follow our step-by-step guide for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you’re an existing user, click on the ‘Sign In’ option located at the top right corner. New users can click ‘Sign Up for Free’ to create an account and get started with 100 free tasks monthly.

Once logged in, you will be directed to the dashboard. Here, locate the option to access Pabbly Connect. Click on it to view your workflows. If you need to create a new folder for your integrations, simply click on the plus icon. For our integration, we will create a workflow specifically for IndiaMART leads.

2. Creating a New Workflow in Pabbly Connect

In this step, you’ll create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Add IndiaMART Leads to Salesforce’. You will also need to select a folder where this workflow will be saved.

• Name your workflow clearly for easy identification.
• Select the appropriate folder for organization.

After naming and selecting the folder, click on the ‘Create’ button. You will see two boxes appear: one for the trigger and another for the action. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, we’ll set IndiaMART as the trigger application.

3. Setting Up the Trigger for IndiaMART

Now, let’s set up the trigger for our workflow using Pabbly Connect. Choose IndiaMART as your trigger application and select ‘New Lead’ as the trigger event. This means that every time a new lead is generated in IndiaMART, it will trigger the workflow.

Next, you will need to establish a connection between Pabbly Connect and IndiaMART. A webhook URL will be provided, which acts as a bridge. Copy this URL and head over to your IndiaMART account. In your seller dashboard, navigate to the Lead Manager section, click on the three dots, and select ‘Push API’.

• Select ‘Other’ as the source when prompted.
• Paste the webhook Listener URL you copied from Pabbly Connect.

After saving these details, you can generate an OTP to verify the connection. This step ensures that your leads from IndiaMART will be sent to Pabbly Connect successfully.

4. Testing the Integration with a Lead Submission

To test the integration, you need to submit a lead inquiry through your IndiaMART account. This will help verify if Pabbly Connect captures the data correctly. Open your profile in incognito mode and send an inquiry to your business.

Once you have submitted the inquiry, return to Pabbly Connect to check if the response has been captured. You should see a success status along with the details of the inquiry, including the unique query ID, sender’s name, email address, and query content.

If the data appears correctly, this confirms that the connection between IndiaMART and Pabbly Connect is working as intended. This step is crucial for ensuring that all future leads will be processed automatically.

5. Adding Leads to Salesforce from Pabbly Connect

After confirming that leads are captured in Pabbly Connect, the next step is to add these leads to Salesforce. Set Salesforce as your action application and select ‘Create Lead’ as the action event. Click on ‘Connect’ to establish a connection with your Salesforce account.

Once connected, you will need to map the fields from the IndiaMART inquiry to the corresponding fields in Salesforce. For example, use the mapping feature to input the lead’s first and last names, email address, and query details. This ensures that the information flows seamlessly into Salesforce.

Map the first name and last name accurately for proper identification. Include the query in the lead description for context.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the integration. Check your Salesforce account to ensure the lead appears correctly, confirming that the integration between IndiaMART and Salesforce via Pabbly Connect is successful.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your sales process in the chemical industry. This automation allows for efficient management of inquiries and leads, ensuring no opportunity is missed.