Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads with Salesforce using Pabbly Connect. Follow our step-by-step guide for efficient lead management. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for IndiaMART and Salesforce Integration

Pabbly Connect is an excellent automation tool that facilitates the integration of various applications like IndiaMART and Salesforce. In this tutorial, we will explore how to use Pabbly Connect to automatically add electrical appliances and components IndiaMART leads to Salesforce. This integration helps streamline the process of managing leads and inquiries effectively.

To begin, you need to log in to your Pabbly Connect account. If you are a new user, you can sign up for free and get started with 100 free tasks every month. After signing in, you will see the dashboard where you can access various applications.

2. Creating a Workflow in Pabbly Connect

To set up the automation process, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear, prompting you to enter a name for your workflow.

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

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger is what initiates the workflow, while the action is the response that follows. In this case, we will set up the trigger first.

3. Setting Up the Trigger with IndiaMART

The next step is to set up the trigger for our workflow using Pabbly Connect. Select ‘IndiaMART’ as the trigger application. Then, choose the trigger event as ‘New Leads’. This means that every time a new lead is generated in IndiaMART, Pabbly Connect will capture this information.

Once you select the trigger event, Pabbly Connect will provide a unique webhook URL. This URL is essential as it allows IndiaMART to send lead data to Pabbly Connect. Copy this URL and proceed to your IndiaMART account.

• Log in to your IndiaMART account and navigate to the Lead Manager.
• Click on Import/Export Leads and then select the Push API option.
• Paste the webhook URL in the designated field and save the details.

After saving the webhook, you can go back to Pabbly Connect and check if the webhook response is waiting. This indicates that your trigger setup is complete and ready to capture new leads.

4. Generating a Test Lead in IndiaMART

To ensure that the integration is working correctly, the next step is to generate a test lead in IndiaMART. This will allow you to verify that Pabbly Connect captures the lead data as expected. Log in to your IndiaMART account and find a test product.

Once you locate the test product, click on the ‘Contact Supplier’ button. Fill in the inquiry message, such as ‘Looking for bulk electric appliances such as fans and lights’. After completing the form, submit it along with a dummy GST number. This action will generate a test lead.

Check back in Pabbly Connect to see if the lead data has been captured. You should see the lead details including name, phone number, and email. This confirms that the webhook is functioning properly.

Now that you have confirmed the lead data is captured, you can proceed to set up the action step to send this data to Salesforce.

5. Setting Up the Action to Create a Contact in Salesforce

In this final step, you will set up the action in Pabbly Connect to create a contact in Salesforce whenever a new lead is generated. Select ‘Salesforce’ as the action application and choose the action event as ‘Create Record’.

Click on the connect button to authorize Pabbly Connect to interact with your Salesforce account. After authorizing, select the object type, which in this case is ‘Contact’. You will then be prompted to map the fields from the lead data captured earlier.

Map the first name and last name from the lead data. Fill in the address, city, state, and country fields using the mapped data. Finally, click on ‘Save and Send Test Request’ to create the contact in Salesforce.

After completing these steps, check your Salesforce account to verify that the new contact has been created successfully. This confirms that the integration between IndiaMART and Salesforce via Pabbly Connect is fully functional.

Conclusion

In conclusion, using Pabbly Connect to automate the integration of IndiaMART leads into Salesforce significantly enhances your lead management process. By following the steps outlined in this tutorial, you can ensure that every new inquiry is captured and organized efficiently, allowing you to focus on converting leads into customers.