Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce using Pabbly Connect for efficient lead management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, we first need to access Pabbly Connect. This platform allows for seamless automation between various applications, including IndiaMART and Salesforce.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and get 100 free tasks every month. Existing users can simply sign in to their accounts to proceed with the integration.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard. Here, you will find an option to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the screen.

• Enter the workflow name: ‘Add IndiaMART Leads to Salesforce’.
• Select the folder where you want to save the workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

Once the workflow is created, you will see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, the trigger will be a new lead from IndiaMART, and the action will be to create a lead in Salesforce.

3. Setting Up the Trigger in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. For the trigger application, select ‘IndiaMART’. The trigger event will be ‘New Leads’ since we want to capture new inquiries automatically.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect IndiaMART with Pabbly Connect. Next, log into your IndiaMART account and navigate to the Lead Manager section.

• Go to the ‘Menu’ and select ‘Import and Export Leads’.
• Choose the ‘Push API’ option.
• Enter ‘Pabbly Connect’ as the platform name and paste the webhook URL.

After saving the details, you will have successfully connected your IndiaMART account with Pabbly Connect. This connection ensures that every new lead generated will be captured automatically.

4. Testing the Integration in Pabbly Connect

With the trigger set up, it’s time to test the integration. Generate a test lead in your IndiaMART account. You can do this by selecting a product and clicking on the ‘Contact Supplier’ button. Fill in the inquiry details and submit the form.

Once the test lead is submitted, return to your Pabbly Connect workflow. You should see that the webhook response has been captured, indicating that the lead data has been successfully received from IndiaMART.

Verify that the lead information includes all necessary fields, such as name, email, and inquiry message. Check for any errors in the webhook response.

If everything looks good, you’re ready to proceed to the action step, which will create a lead in Salesforce.

5. Creating a Lead in Salesforce Using Pabbly Connect

The final step is to create a lead in Salesforce using the data captured from IndiaMART via Pabbly Connect. For the action application, select ‘Salesforce’ and the action event as ‘Create Lead’.

After clicking on the connect button, authorize your Salesforce account to allow Pabbly Connect to create leads. Next, you will need to map the lead details from the previous step to the appropriate fields in Salesforce.

Map the first name, last name, email, and other relevant fields from the webhook response. Set the lead source to ‘IndiaMART Leads’.

Once all fields are filled, click on the ‘Save and Send Test Request’ button. If successful, you will see a confirmation, and the lead will appear in your Salesforce account, confirming that the integration is working perfectly.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines the process of managing customer inquiries. By automating this workflow, businesses can save time and ensure no lead is missed, allowing for more efficient follow-ups and better customer service.