Integrating IndiaMart Leads with Salesforce CRM Using Pabbly Connect

Learn how to automate the process of adding IndiaMart leads to Salesforce CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Introduction to Automation with Pabbly Connect

Automation is crucial for businesses looking to streamline operations. In this tutorial, we will explore how to use Pabbly Connect to automate adding IndiaMart leads to Salesforce CRM.

Using Pabbly Connect, you can connect your IndiaMart account with Salesforce CRM seamlessly. This integration allows for efficient lead management and reduces manual data entry errors.

2. Setting Up Your Pabbly Connect Account

To begin the integration process, first access Pabbly Connect by typing the URL in your browser. You will see options to sign in or sign up for free.

• If you are a new user, click on the sign up for free button to create an account.
• Existing users can simply click on sign in.
• Upon signing up, you receive 100 free tasks every month.

Once logged in, you will reach the dashboard of Pabbly Connect. Here, you can create a new workflow by selecting the ‘Create Workflow’ option.

3. Creating the Workflow for IndiaMart and Salesforce Integration

To automate the addition of leads from IndiaMart to Salesforce, start by naming your workflow appropriately in Pabbly Connect. For example, name it ‘Add IndiaMart Leads to Salesforce’.

Next, you will need to set up a trigger. Select IndiaMart as your trigger application and choose the event ‘New Lead’. This step is crucial as it initiates the workflow when a new lead is received.

• Copy the webhook URL generated by Pabbly Connect.
• Log into your IndiaMart account and navigate to the Lead Manager section.
• Select the option to integrate using the Push API and paste the webhook URL.

After saving the details in IndiaMart, you will be ready to test the integration. This requires sending a test lead from IndiaMart to ensure the connection works correctly.

4. Testing the Integration and Capturing Leads

To test the integration, create a dummy lead profile in IndiaMart and submit an inquiry. This action will trigger the webhook and send the lead details to Pabbly Connect.

Once you submit the inquiry, check Pabbly Connect to see if the lead details have been captured successfully. The details should include the lead’s name, email, phone number, and inquiry content.

Upon successful testing, you can now set up the action step in your workflow. Choose Salesforce as your action application and select the ‘Create Record’ event. This will allow you to add the captured leads directly into Salesforce CRM.

5. Finalizing the Salesforce Integration

In the action setup, you will need to connect Pabbly Connect to your Salesforce account. Grant the necessary permissions for data access.

Now, map the lead details from the previous step to the corresponding fields in Salesforce. Ensure that the first name, last name, company name, and inquiry details are accurately mapped.

Select the Salesforce object you want to create, such as ‘Lead’. Fill in the required fields with the mapped data from IndiaMart. Test the action to ensure a new lead is created in Salesforce.

Once the test is successful, your integration will automatically add new leads from IndiaMart to Salesforce CRM, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to automate the process of adding IndiaMart leads to Salesforce CRM using Pabbly Connect. This integration enhances efficiency and accuracy in managing leads for your business.