Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce using Pabbly Connect. This step-by-step guide covers the entire process from setup to execution. 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 start integrating IndiaMART leads with Salesforce, first, access Pabbly Connect. This platform is essential for automating the process of adding leads directly into your Salesforce account.

Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 free tasks every month. Once logged in, navigate to the dashboard and select Pabbly Connect by clicking on the ‘Access Now’ button.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow to manage the integration. In Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow.

• Name the workflow: ‘Add IndiaMART Leads to Salesforce for Sanitary Wear Business’.
• Select a folder to save the workflow, such as ‘IndiaMART Automations’.
• Click the ‘Create’ button to finalize your workflow.

After creating the workflow, you will see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, the trigger will be a new lead generated from IndiaMART.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select IndiaMART as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead’. This setup allows Pabbly Connect to capture new leads generated in your IndiaMART account.

Next, copy the webhook URL provided by Pabbly Connect to connect IndiaMART. Go to your IndiaMART account, navigate to the ‘Lead Manager’ section, and select ‘Import/Export Leads’. From there, choose the ‘Push API’ option.

• Select ‘Other’ as the source in the Push API settings.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL and save the details.

Once you’ve saved the webhook details, return to Pabbly Connect and check if it is waiting for a response. Generate a test lead in IndiaMART to ensure the connection is successful.

4. Setting Up the Action in Pabbly Connect

After the trigger is set up, it’s time to configure the action. Select Salesforce as the action application in Pabbly Connect and choose the action event as ‘Create Contact’. This step allows Pabbly Connect to add new leads as contacts in Salesforce.

Click on the ‘Connect’ button to establish a connection with Salesforce. Authorize the connection by clicking the ‘Allow’ button when prompted. Once authorized, you will need to map the data from the previous step to create a new contact.

Map the lead’s first name and last name from the captured lead data. Map the email and mobile number of the lead. Set the lead source as ‘IndiaMART Lead’.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. If successful, you will see a confirmation message indicating that a new contact has been added to Salesforce.

5. Verifying the Integration in Salesforce

To verify the integration, log into your Salesforce account and navigate to the contacts page. Refresh the page to see if the new contact has been created based on the lead generated in IndiaMART.

You should see the contact listed with the details you mapped, including the lead source, name, email, and phone number. This successful integration demonstrates how Pabbly Connect effectively automates the process of transferring leads from IndiaMART to Salesforce.

This automation not only saves time but also enhances your ability to manage leads efficiently. You can now focus on converting leads into loyal customers without the hassle of manual data entry.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate lead management and improve your sales processes efficiently.