Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin integrating IndiaMART leads with Salesforce, you first need to access Pabbly Connect. This platform allows you to automate workflows efficiently. 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 free tasks every month. Once logged in, you will see the dashboard where you can choose the applications for integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button located at the top right of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Workflow Name: ADD IndiaMART Leads to Salesforce
• Select Folder: Choose the folder where you want to save your workflow.

After entering the workflow name and selecting a folder, click the ‘Create’ button to finalize your workflow setup in Pabbly Connect. Now, you will see two windows labeled Trigger and Action, which are essential for automation.

3. Setting Up the Trigger in Pabbly Connect

The trigger in Pabbly Connect is where you specify the event that initiates the automation. For this integration, select IndiaMART as the trigger application. The trigger event will be set to ‘New Lead’. This means whenever a new lead is generated in IndiaMART, the automation will kick off.

After selecting IndiaMART, you will be provided with a webhook URL. This URL needs to be copied and used to connect your IndiaMART account to Pabbly Connect. To do this, log in to your IndiaMART account and navigate to the Lead Manager section.

4. Connecting IndiaMART to Pabbly Connect

In the Lead Manager section of IndiaMART, click on the ‘Import/Export Leads’ option, then select ‘Push API’. Here, you will paste the webhook URL that you copied earlier. Enter ‘Pabbly Connect’ as the platform name and click the ‘Save Details’ button.

Once the webhook URL is successfully added, you can go back to your workflow in Pabbly Connect. It will indicate that it is ready for the webhook response. To test the integration, generate a test lead in your IndiaMART account. This can be done by creating a dummy product and submitting a lead through the contact supplier button.

5. Setting Up the Action in Pabbly Connect

After confirming that the webhook is capturing leads, it’s time to set up the action in Pabbly Connect. For the action application, select Salesforce and choose the action event as ‘Create Contact’. This will allow you to automatically add the leads captured from IndiaMART as contacts in Salesforce.

Click on the ‘Connect’ button and authorize the connection with Salesforce. You will need to allow access for Pabbly Connect to manage your Salesforce data. After authorization, you will be prompted to map the data fields from the previous step, ensuring all necessary information is transferred correctly.

Once you have mapped the fields, click ‘Save and Send Test Request’. Check your Salesforce account to confirm that the new contact has been created successfully. This indicates that the integration between IndiaMART and Salesforce via Pabbly Connect has been successfully established.

Conclusion

By following this tutorial, you can easily automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect. This integration streamlines your workflow and enhances efficiency, allowing you to focus on responding to leads promptly and managing your sales pipeline effectively.