Integrating Indiamart Leads with Salesforce Using Pabbly Connect

Learn how to automate the integration of Indiamart leads into Salesforce using Pabbly Connect with this step-by-step tutorial. 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. Accessing Pabbly Connect to Start Integration

To begin the integration of Indiamart leads into Salesforce, we will use Pabbly Connect. Start by opening your web browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are a new user, click ‘Sign up for free’ to get 100 tasks free every month. Existing users should click on ‘Sign in’. After signing in, you will access various Pabbly apps. Click on ‘Access Now’ under Pabbly Connect to proceed.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow something descriptive, such as ‘Indiamart Leads to Salesforce Integration.’ Choose a folder to save this workflow, like ‘Automations’. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• Select ‘Indiamart’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.

Once you select the trigger, Pabbly Connect will provide a webhook URL. Copy this URL as you will need it to connect your Indiamart account with Pabbly Connect.

3. Connecting Indiamart to Pabbly Connect

Log into your Indiamart account and navigate to the Lead Manager section. From there, go to ‘Import/Export’ and select ‘Push API’. Here, you will set up the webhook listener. using Pabbly Connect

• Choose ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook listener URL you copied earlier.

After saving the details, Indiamart will prompt for a reason for the integration. Select a suitable reason, such as ‘To assign leads to my sales team efficiently.’ Click ‘Generate OTP’ to receive a confirmation code, enter it, and submit to complete the connection.

4. Testing the Integration with a Dummy Lead

With your Indiamart account connected to Pabbly Connect, it’s time to test the integration. Create a dummy lead in Indiamart to see if the details flow into Salesforce correctly.

Go back to your Indiamart account, search for your product, and click on ‘Contact Supplier’. Fill in the inquiry message, including details like product quantity and location, then submit the inquiry. This action should trigger the webhook you set up in Pabbly Connect.

Return to your Pabbly Connect workflow and check for a response. If the integration is successful, you should see the lead details captured by Pabbly Connect.

5. Finalizing the Integration with Salesforce

Now that you have tested the connection, it’s time to set up Salesforce as your action application in Pabbly Connect. Select Salesforce and choose the action event as ‘Create Lead’. Click ‘Connect’ to link your Salesforce account.

If prompted, authorize Pabbly Connect to access your Salesforce account. After connecting, you will need to map the lead details from your Indiamart inquiry to the corresponding fields in Salesforce.

Map the last name and first name from the lead details. Include other fields like company name, email, and phone number. Adjust lead source and status as required.

Once all fields are mapped, click ‘Save and Send Test Request’. Check your Salesforce account to confirm that the new lead has been added successfully. This integration allows your sales team to follow up quickly and efficiently with potential customers.

Conclusion

This tutorial demonstrated how to integrate Indiamart leads into Salesforce using Pabbly Connect. By automating this process, businesses can streamline lead management, reduce manual data entry, and improve customer service. Utilizing Pabbly Connect enhances operational efficiency significantly.