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 tutorial. Follow the exact steps for seamless integration.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To begin using Pabbly Connect, you first need to create an account. Visit the Pabbly website and sign up for a free account. Once logged in, navigate to the Pabbly Connect dashboard to start the integration process.

On the dashboard, you will find options to create a new workflow. Click on ‘Create New Workflow’ to initiate the setup. This will allow you to define the trigger and action applications for your automation.

Choosing Trigger Application: IndiaMART

In this section, you will set IndiaMART as your trigger application in Pabbly Connect. Select ‘IndiaMART’ from the list of applications. The trigger event will be set to ‘New Leads’ which means every time a new lead is generated in IndiaMART, it will trigger the workflow.

Next, you will need to select the specific event that will initiate this workflow. Choose the event labeled ‘New Inquiry’ to ensure that all inquiries are captured. This step is crucial for automating the lead capturing process.

• Select ‘IndiaMART’ as the trigger application.
• Set trigger event to ‘New Inquiry’.
• Click on ‘Save’ to confirm your selection.

After saving, you will need to connect your IndiaMART account to Pabbly Connect. This will involve providing necessary permissions for data access.

Configuring Action Application: Salesforce

Now that you have set up the trigger, it’s time to configure the action application, which in this case is Salesforce. Select ‘Salesforce’ from the application list in Pabbly Connect. The action event will be set to ‘Create Lead’.

To connect Salesforce, you will need to log in to your Salesforce account and authorize the connection. Once authorized, you can map the fields from the IndiaMART inquiry to the corresponding fields in Salesforce. This ensures that all relevant information is transferred correctly.

• Select ‘Salesforce’ as the action application.
• Set action event to ‘Create Lead’.
• Authorize your Salesforce account for connection.

Make sure to correctly map all the necessary fields such as name, email, and phone number from IndiaMART to Salesforce. This is essential for maintaining accurate records.

Testing and Verifying the Integration

After configuring both applications, it’s important to test the integration to ensure it works as expected. In Pabbly Connect, you can perform a test submission to check if the data flows correctly from IndiaMART to Salesforce.

To perform the test, go back to your IndiaMART account and create a test lead. Once the lead is created, check your Salesforce account to see if the lead appears there. This verification step is crucial for confirming that your integration is functioning properly.

Create a test lead in IndiaMART. Check Salesforce for the new lead entry. Confirm all fields are correctly populated.

If the test is successful, your integration is complete! You can now automate the process of adding leads from IndiaMART to Salesforce effortlessly.

Conclusion

Integrating IndiaMART with Salesforce using Pabbly Connect allows you to automate lead management efficiently. By following these steps, you can ensure that every inquiry is captured seamlessly, enhancing your business operations.