Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce using Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, access Pabbly Connect via the URL Pabbly.com/connect. This platform allows you to automate the process without any coding skills.

Once on the homepage, you will find options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account, which takes just two minutes. Existing users can log in directly. After logging in, you will be directed to the dashboard where you can create your workflows.

Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, for example, ‘Add IndiaMART Leads to Salesforce for Industrial Supplies and Machinery Business’.

Next, select the appropriate folder to save your workflow. This helps in organizing your automations effectively. After setting the name and folder, click on ‘Create’ to open a blank workflow with trigger and action options. Here, the trigger will be IndiaMART and the action will be Salesforce.

Setting Up the Trigger for IndiaMART

In this step, you will configure the trigger in Pabbly Connect. Select IndiaMART as the trigger application and choose the event as ‘New Leads’. This event will initiate the workflow whenever a new lead is generated.

To establish the connection between IndiaMART and Pabbly Connect, you will need to insert a webhook URL. Copy the provided webhook URL from Pabbly Connect and navigate to your IndiaMART account. In the lead manager section, select ‘Import Export Leads’ and then choose ‘Push API’. Here, paste the copied webhook URL and click ‘Save Details’.

• Select the source of the lead as ‘Other’.
• Choose ‘Pabbly Connect’ as the CRM platform.
• Click on ‘Generate OTP’ to activate the webhook.

Once the webhook is activated, return to Pabbly Connect, where it will show ‘Waiting for Webhook Response’. This indicates that your setup is ready for testing.

Testing the Webhook Response

To test the webhook integration in Pabbly Connect, create a new lead in IndiaMART. Use a test profile to submit an inquiry with relevant details. This action will trigger the webhook and send the lead information back to Pabbly Connect.

Once the inquiry is submitted, check Pabbly Connect to see if the response has been captured. You should see details such as status, query ID, lead name, email, and the inquiry content. This confirms that the connection between IndiaMART and Pabbly Connect is successful.

Adding the Lead to Salesforce

Now that you have confirmed the webhook response, it’s time to add the lead to Salesforce using Pabbly Connect. Select Salesforce as the action application and choose ‘Create a Record’ as the action event. This will allow you to create a new lead record in Salesforce.

To establish the connection, click on ‘Add New Connection’ and authorize Pabbly Connect to access your Salesforce account. Once authorized, you will need to map the lead details from the webhook response to the corresponding fields in Salesforce, such as last name, first name, company, and contact information.

• Map the first name and last name from the combined name field.
• Fill in the company name and other relevant details.
• Click ‘Save and Send Test Request’ to finalize the lead creation.

After submitting, check your Salesforce account to confirm that the new lead has been added successfully with all the mapped details. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, you can efficiently manage your leads and enhance your business operations.

Utilizing Pabbly Connect not only saves time but also ensures that no lead is missed, allowing for better customer relationship management.