Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce for your fertilizer business using Pabbly Connect. Step-by-step guide for seamless automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce, the first step is accessing Pabbly Connect. You can reach Pabbly Connect by entering the URL Pabbly.com/connect in your browser. Once on the homepage, you have two options: sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. After signing up, you will receive 100 free tasks every month, allowing you to explore the features of Pabbly Connect and test various automations.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow. Name it ‘Add IndiaMART Leads to Salesforce for Fertilizer Business’ and select an appropriate folder for organization.

• Click on ‘Create’ to finalize the workflow name.
• This will open a new screen with options for triggers and actions.
• Understand that triggers initiate the workflow, while actions are the responses to those triggers.

Now, select IndiaMART as the trigger application and choose ‘New Leads’ as the trigger event. This setup ensures that every new lead received through IndiaMART will trigger the workflow.

3. Setting Up IndiaMART Integration

To connect IndiaMART to Pabbly Connect, copy the generated webhook URL from Pabbly Connect. Log into your IndiaMART account and go to the Lead Manager section. Here, find the option for Push API integration.

Deactivate any existing API and paste the copied webhook URL into the relevant field. After saving these details, generate an OTP to activate the new webhook. This action establishes a successful connection between IndiaMART and Pabbly Connect.

4. Testing the Webhook Response

After setting up the webhook, it is crucial to test the integration. Create a dummy inquiry using a profile in incognito mode to simulate a new lead. Fill in the necessary details and submit the inquiry.

• Ensure that the inquiry includes all relevant information like product type and quantity.
• Once submitted, return to Pabbly Connect to check for the webhook response.
• A successful response indicates that the integration is working correctly.

Verify that the lead details such as name, phone number, and inquiry are captured accurately in Pabbly Connect. This confirms that the connection is functional.

5. Integrating Salesforce with Pabbly Connect

Now that the IndiaMART integration is set up, the next step is to connect Salesforce. Select Salesforce as the action application in Pabbly Connect and choose ‘Create Record’ as the action event. Ensure you are logged into your Salesforce account for seamless integration.

Upon connecting, you’ll need to map the lead details received from IndiaMART to the corresponding fields in Salesforce. This includes last name, first name, company name, city, and other relevant details. Use the data received from the previous step to fill in these fields efficiently.

Map the first name and last name using the text formatter feature of Pabbly Connect. Ensure to include the inquiry details in the description field for better tracking. Click on ‘Save and Send Test Request’ to finalize the setup.

Once the test request is successful, refresh your Salesforce account to confirm that the new lead has been added with all the mapped details. This completes the integration process, allowing you to seamlessly add IndiaMART leads to Salesforce using Pabbly Connect.

Conclusion

In conclusion, integrating IndiaMART leads with Salesforce using Pabbly Connect simplifies lead management for your fertilizer business. By following these steps, you can automate the process effectively, ensuring no lead is missed.