Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate the integration of IndiaMART leads into Salesforce using Pabbly Connect for efficient lead management. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you must first access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, you will see a dashboard displaying all available applications. Select Pabbly Connect by clicking the ‘Access Now’ button. This will take you to the Pabbly Connect dashboard, where you can create a new workflow for your integration.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects IndiaMART to Salesforce using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.

• Name your workflow as ‘Add IndiaMART Leads to Salesforce for Sanitary Wear Business’.
• Select a folder for saving your workflow, such as ‘IndiaMART Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. You will now see two sections: Trigger and Action, which are essential for setting up your automation.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the Trigger in Pabbly Connect. For this, select ‘IndiaMART’ as your trigger application. Choose ‘New Leads’ as your trigger event, which indicates that a new lead has been generated in your IndiaMART account.

To connect IndiaMART to Pabbly Connect, copy the webhook URL provided by Pabbly Connect. Open your IndiaMART account and navigate to the Lead Manager section. From there, select ‘Import/Export Leads’ and then choose ‘Push API’.

• Set the source as ‘Other’ and enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL and click ‘Save Details’.

Once the webhook URL is successfully added, return to your Pabbly Connect workflow. It will show ‘Waiting for Webhook Response’ indicating that the connection is established.

4. Generating a Test Lead

Now, it’s time to generate a test lead in your IndiaMART account to verify the connection with Pabbly Connect. Log in to your IndiaMART user account and search for a dummy product you’ve created for testing.

Select the product and click on the ‘Contact Supplier’ button. Fill in the required details, including your inquiry and GST number, and submit the form. This action will generate a test lead.

Ensure to write a detailed inquiry, such as ‘I need bulk orders for toilets and wash basins’. Submit the inquiry to complete the lead generation process.

Return to your Pabbly Connect workflow to check if it has captured the test lead response. You should see the details of the lead, including the unique query ID and other relevant information.

5. Setting Up the Action to Add Leads to Salesforce

The final step is to set up the Action in Pabbly Connect to add the new lead as a contact in Salesforce. Select ‘Salesforce’ as the action application and choose ‘Create Contact’ as the action event.

Click the ‘Connect’ button to establish a connection with Salesforce. You will be prompted to authorize Pabbly Connect to access your Salesforce account. Click the ‘Allow’ button to grant permission.

Map the necessary fields from the previous step, such as first name, last name, email, and phone number. Set the lead source as ‘IndiaMART Lead’ for better tracking.

After filling in all the required details, click on the ‘Save and Send Test Request’ button. Check your Salesforce account to confirm that the new contact has been successfully added, completing the integration process using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate the integration of IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance your business efficiency.