Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads for travel and tourism businesses with Salesforce using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce, you first need to access Pabbly Connect. This platform allows you to automate processes seamlessly between different applications.

Visit the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks per month. Existing users can simply click on ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard. To create a workflow, click on the ‘Create Workflow’ button located at the top right corner.

• Name your workflow, e.g., ‘Add IndiaMART Leads to Salesforce’.
• Select a folder for organization, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your new workflow.

Your workflow will consist of a trigger and an action. The trigger specifies when the automation starts, while the action defines what happens next.

3. Setting Up Trigger for IndiaMART Leads

In this section, we will set the trigger for new leads from IndiaMART. Select IndiaMART as your trigger application in Pabbly Connect.

Now, choose the trigger event as ‘New Leads’. This ensures that every time a new lead arrives in your IndiaMART account, it will trigger the workflow. You will be provided with a webhook URL, which you will use to connect your IndiaMART account with Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your IndiaMART account and navigate to the Lead Manager.
• Select ‘Push API’ and enter the webhook URL in the required field.

Once you have entered the details, save them to establish the connection between IndiaMART and Pabbly Connect.

4. Testing the Webhook Response

After setting up the webhook, it’s crucial to test if the connection works. In Pabbly Connect, your workflow will show that it is waiting for a webhook response.

To test, create a test lead in your IndiaMART account. Click on the ‘Test Your Webhook Listener URL’ button to generate a test response. This will send a test lead to Pabbly Connect, allowing you to confirm that the integration is functioning properly.

Check for a successful response in your Pabbly Connect workflow. Verify that the details of the test lead match those entered in IndiaMART.

If the test is successful, you are ready to proceed to the next step, which is connecting your Salesforce account.

5. Connecting Salesforce to Pabbly Connect

Now that your trigger is set and tested, it’s time to add the action step in Pabbly Connect by selecting Salesforce as your action application. Choose the action event as ‘Create a Lead’.

To connect Salesforce with Pabbly Connect, click on the ‘Connect’ button. If this is your first time connecting, select ‘Add New Connection’ and authorize Pabbly Connect to access your Salesforce account.

Map the lead details from the trigger step to the fields in Salesforce. Ensure all mandatory fields like first name, last name, and email are filled. Click on ‘Save and Send Test Request’ to create the lead in Salesforce.

Upon successful creation, you should see the new lead reflected in your Salesforce account, confirming that the integration via Pabbly Connect is complete.

Conclusion

By following this tutorial, you have learned how to integrate IndiaMART leads with Salesforce using Pabbly Connect. This automation streamlines your lead management process, ensuring no inquiries are missed and all data is organized in one place.