Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Salesforce for telecommunication equipment using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce, we begin by accessing Pabbly Connect. This powerful automation tool simplifies the process of connecting various applications seamlessly.

First, navigate to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get 100 tasks every month. Once logged in, you will see the Pabbly apps window where you can select Pabbly Connect by clicking the ‘Access Now’ button.

2. Creating a Workflow in Pabbly Connect

After entering Pabbly Connect, you need to create a workflow to automate the lead integration. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

• Name your workflow, for example, ‘IndiaMART Leads to Salesforce’.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

Your workflow is now created and will have two main sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result.

3. Setting Up Trigger for IndiaMART Leads

In this step, we will set up the Trigger in Pabbly Connect. Select ‘IndiaMART’ as the trigger application since this is where the leads will be generated.

For the trigger event, choose ‘New Leads’. Pabbly Connect will provide you with a webhook URL that you will use to connect with your IndiaMART account. Copy this URL and log into your IndiaMART account.

• Navigate to the Lead Manager in IndiaMART.
• Select ‘Import and Export Leads’ from the menu.
• Click on the ‘Push API’ button and enter the webhook URL.

Once you’ve added the webhook URL, your IndiaMART account is now connected to Pabbly Connect, allowing it to capture new leads automatically.

4. Testing the Integration with Pabbly Connect

Now that the trigger is set up, it’s time to test the integration. Generate a test lead in your IndiaMART account by selecting a product and clicking on the ‘Contact Supplier’ button.

Fill out the necessary details, such as query and GST number, and submit the form. Once the test lead is generated, return to Pabbly Connect and check if the response has been captured successfully.

Verify the lead details captured in the trigger response. Ensure all fields like name, email, and query are populated correctly.

If the response shows success, it means your trigger setup is complete and functioning properly.

5. Adding Leads to Salesforce Using Pabbly Connect

Next, we will set up the action step in Pabbly Connect to add the captured leads to Salesforce. Select ‘Salesforce’ as the action application and choose ‘Create Lead’ as the action event.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your Salesforce account. After allowing permissions, you’ll be prompted to map lead data from the trigger response to the Salesforce lead fields.

Map the lead’s name, email, phone number, and other relevant details. Set the lead source as ‘IndiaMART Leads’. Click ‘Save and Send Test Request’ to finalize the lead creation.

Upon successful execution, check your Salesforce account to confirm that the new lead has been created with all the mapped details. This confirms that the integration between IndiaMART and Salesforce via Pabbly Connect is fully operational.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads with Salesforce using Pabbly Connect. By automating this process, you can efficiently manage your leads and enhance your telecommunication equipment business operations.