Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Salesforce using Pabbly Connect for your cookies business. Step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

In this tutorial, we will learn how to use Pabbly Connect to integrate IndiaMART leads into Salesforce for a cookies business. This automation will allow you to manage leads more efficiently, ensuring no inquiries are missed.

To get started, access Pabbly Connect by visiting the official website. You can sign up for a free account, which offers 100 tasks per month to explore the platform. Once logged in, you will be able to create workflows that automate various tasks between applications.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add IndiaMART Leads to Salesforce for Cookies Business,’ and select an appropriate folder for organization.

• Click on the ‘Create’ button to initiate your workflow.
• Set up a trigger by selecting IndiaMART as the application.
• Choose the trigger event as ‘New Leads’ to capture inquiries automatically.

After setting up the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your IndiaMART account to Pabbly Connect. Copy this URL for the next steps in the integration process.

3. Connecting IndiaMART to Pabbly Connect

Next, you will connect your IndiaMART account to Pabbly Connect. Log into your IndiaMART seller account and navigate to the ‘Lead Manager’ section. From there, select ‘Import/Export Leads’ and then click on ‘Push API’.

• Set the source as ‘Other’ in the dropdown menu.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL from Pabbly Connect into the webhook listener URL field.

After entering the details, click on ‘Save Details’. IndiaMART will prompt you to generate an OTP for verification. Enter the OTP received on your phone to complete the connection, allowing Pabbly Connect to listen for new leads.

4. Creating Leads in Salesforce Using Pabbly Connect

Once your IndiaMART account is connected, the next step is to set up Salesforce as the action application in Pabbly Connect. Select Salesforce and choose the action event as ‘Create a Lead’. This will ensure that every new lead captured from IndiaMART is automatically added to your Salesforce account.

To connect Salesforce, click on ‘Connect with Salesforce’ and grant the necessary permissions. After successfully connecting, you will map the lead data from IndiaMART to Salesforce fields, ensuring that details such as name, company, and contact information are accurately transferred.

Map the lead’s name and company from the incoming data. Select the appropriate lead status and source. Ensure all required fields are filled before saving the lead.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will create a new lead in Salesforce, confirming that the integration with Pabbly Connect is functioning correctly.

5. Testing the Integration and Final Confirmation

To verify that everything is working as intended, generate a test lead in your IndiaMART account. Submit a query that mimics a real inquiry, and check if it appears in your Salesforce account. This step is crucial for ensuring that the integration through Pabbly Connect is seamless and effective.

Once the test lead is submitted, return to Salesforce and refresh the page to see if the new lead has been created. You should see the lead details populated correctly, confirming that Pabbly Connect has successfully automated the process of adding leads from IndiaMART to Salesforce.

If the test is successful, you can now rely on this automation to manage your leads efficiently. This integration will save you time and help you maintain strong relationships with potential customers.

Conclusion

In conclusion, integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your lead management process. By automating this workflow, you can ensure every inquiry is captured and organized, allowing you to focus on growing your cookies business.