Learn how to seamlessly integrate IndiaMART leads into Salesforce for your social media marketing agency using Pabbly Connect. Follow our step-by-step guide. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, start by accessing Pabbly Connect. This platform allows you to create automated workflows without any coding knowledge. Simply navigate to the Pabbly Connect website and log in or sign up for a free account.

Once logged in, you will see various applications offered by Pabbly. Click on Pabbly Connect to begin setting up your integration. This process enables you to connect your IndiaMART account with Salesforce, facilitating seamless lead management.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. For instance, name it ‘IndiaMART Leads to Salesforce’ and choose an appropriate folder.

  • Click on ‘Create’ to open the workflow window.
  • Select ‘IndiaMART’ as the trigger application.
  • Choose ‘New Leads’ as the trigger event.

This setup ensures that every new lead from IndiaMART triggers the workflow in Pabbly Connect, allowing for automatic data transfer to Salesforce.

3. Configuring IndiaMART Integration

To configure the integration, copy the Webhook URL provided by Pabbly Connect. Log into your IndiaMART account and navigate to the lead manager. From the menu, select the option for importing leads.

  • Choose ‘Other’ as the source for leads.
  • Enter ‘Pabbly Connect’ as the CRM platform name.
  • Paste the Webhook URL into the designated field.

Once saved, generate an OTP to complete the setup. This process connects your IndiaMART account with Pabbly Connect, allowing lead data to flow into Salesforce automatically.

4. Setting Up Salesforce Integration

Next, you need to set up Salesforce as the action application in your Pabbly Connect workflow. Search for Salesforce and select it as the action app, then choose ‘Create Lead’ as the action event.

Connect your Salesforce account by allowing necessary permissions. This step is crucial as it enables Pabbly Connect to push new lead data into Salesforce. Once connected, you can map the lead details from IndiaMART to the appropriate fields in Salesforce.

Map fields such as name, phone number, and email from the IndiaMART response. Ensure that all required fields in Salesforce are filled accurately.

This mapping ensures that every time a new lead is captured from IndiaMART, it is automatically added to Salesforce with the correct details through Pabbly Connect.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

5. Testing the Integration and Conclusion

After setting up both integrations, it’s essential to test the workflow. Submit a test lead through IndiaMART and check if it appears in Salesforce. This step verifies that Pabbly Connect is functioning correctly and that the lead data is transferred seamlessly.

Once confirmed, your workflow is active, and all future leads from IndiaMART will be automatically added to Salesforce. This integration streamlines your lead management process for your social media marketing agency, allowing your team to follow up efficiently.

In conclusion, using Pabbly Connect to integrate IndiaMART leads into Salesforce significantly enhances your lead management capabilities. By automating this process, you can focus on nurturing leads and converting them into clients.