Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate the integration of IndiaMART leads into Salesforce using Pabbly Connect. Follow this step-by-step guide for seamless lead management. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating IndiaMART leads with Salesforce, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you’re new, you can sign up for free and get 100 tasks per month.

Once logged in, you will see the Pabbly Apps dashboard. Click on Pabbly Connect to enter the dashboard where you can create workflows. This is where the automation process begins, allowing you to efficiently manage your IndiaMART leads.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner of the Pabbly Connect dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow: ‘Add Healthcare and Medical Equipment IndiaMART Leads to Salesforce’.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. This is where Pabbly Connect shines, as it allows you to specify exactly how data flows between applications.

3. Setting Up the Trigger for IndiaMART Leads

For the trigger, select IndiaMART from the list of applications. Choose the trigger event as ‘New Leads’. This means that every time a new lead is generated in IndiaMART, Pabbly Connect will capture this event.

After selecting the trigger application and event, you will receive a unique webhook URL from Pabbly Connect. This URL is crucial as it connects IndiaMART to Pabbly Connect. Copy this URL and proceed to your IndiaMART account.

• Navigate to the Leads Manager in IndiaMART.
• Select the ‘Push API’ option under the menu.
• Paste the webhook URL and save the details.

Once you have completed these steps, your IndiaMART account will be successfully linked to Pabbly Connect, allowing it to receive new lead notifications automatically.

4. Testing the Integration with a Dummy Lead

To ensure that the integration works, generate a test lead in your IndiaMART account. This will help verify that Pabbly Connect captures the lead data correctly. Create a dummy inquiry with relevant details such as product name and quantity.

Once the inquiry is submitted, return to your Pabbly Connect workflow. You should see that the new lead data has been captured successfully, including essential information like the lead’s name, company, and inquiry details.

Check for the unique query ID and lead details. Verify that all fields are populated correctly. Ensure the workflow status is updated to reflect the new lead.

With successful lead capture, you can be confident that your integration is functioning as intended, thanks to Pabbly Connect.

5. Setting Up the Action Step for Salesforce

Now that the trigger is set, it’s time to configure the action step to create a contact in Salesforce. Select Salesforce as the action application and choose the action event as ‘Create Record’. This step is crucial for ensuring that your leads are stored in Salesforce.

Click the ‘Connect’ button to link your Salesforce account with Pabbly Connect. After authorizing the connection, you will need to map the lead data from the previous step into the relevant fields in Salesforce.

Map the lead’s name to the first name and last name fields. Include the email, mobile number, and company name from the lead data. Set the lead source as ‘IndiaMART’ for tracking purposes.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, a new contact will be created in your Salesforce account, confirming the successful integration through Pabbly Connect.

Conclusion

This tutorial has demonstrated how to automate the process of adding IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can streamline your lead management and ensure that no inquiries are missed. Automating this process not only saves time but also enhances your ability to respond to potential customers effectively.