Integrating IndiaMART with CRM Applications Using Pabbly Connect

Learn how to integrate IndiaMART with Salesforce CRM using Pabbly Connect. Follow this detailed tutorial for seamless automation of lead management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART Integration

To integrate IndiaMART with Salesforce CRM, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This platform allows seamless integration between multiple applications.

Once on the homepage, you’ll see options to sign in or sign up. Existing users can click on ‘Sign In’, while new users can click on ‘Sign Up for Free’ to create an account. Pabbly Connect offers 100 free tasks each month for new users.

2. Creating a Workflow in Pabbly Connect

After signing in, you’ll land on the applications page. Here, click on Pabbly Connect and then on ‘Access’. You will be directed to your dashboard where you can create a new workflow.

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow, for example, ‘ADD IndiaMART Leads to Salesforce’.
• Select a folder to save your workflow, such as ‘IndiaMART Automation’.

After naming and selecting the folder, click ‘Create’. You will now see the trigger and action setup window, which is crucial for automating your workflow.

3. Setting Up Trigger and Action for Integration

In this step, you will define the trigger and action for your workflow using Pabbly Connect. The trigger application will be IndiaMART, and the action application will be Salesforce CRM.

To set this up, select IndiaMART as your trigger application and choose the event ‘New Leads’. This means that whenever a new lead is captured through IndiaMART, it will trigger the automation process.

• In the action window, search for Salesforce and select it as your action application.
• Choose ‘Create Lead’ as the action event.
• This setup ensures that new leads from IndiaMART are automatically added to Salesforce.

Once your trigger and action are set, you will need to establish a connection between IndiaMART and Pabbly Connect to proceed.

4. Connecting IndiaMART to Pabbly Connect

To connect IndiaMART with Pabbly Connect, click on the ‘Connect’ button in the trigger window. You will need to input your CRM API key from your IndiaMART account.

To find your API key, navigate to your IndiaMART account settings, then go to ‘Account Settings’ and find the ‘CRM API’. Copy this key and paste it into Pabbly Connect. Click ‘Save’ to establish the connection.

Ensure that the connection is successful by refreshing the fields in Pabbly Connect. Click on ‘Save and Send Test Request’ to verify the connection and receive lead details.

After receiving a positive response, you will have the lead details ready for mapping into Salesforce.

5. Mapping Lead Details to Salesforce CRM

With the lead details received from IndiaMART, you can now map these details into Salesforce using Pabbly Connect. Click on ‘Connect’ to link your Salesforce account.

Authorize the connection by clicking ‘Allow’ in the Salesforce window. After connecting, you will see fields where you can map the lead details received from IndiaMART.

Map the last name and first name by separating them from the full name received. Fill in the company name, phone number, email, and city from the lead details.

After mapping all necessary fields, select the lead source as ‘Web’ and set the status as ‘Open – Not Contacted’. Click ‘Save and Send Test Request’ to finalize the mapping. You should see the newly created lead in your Salesforce account, confirming the successful integration.

Conclusion

Integrating IndiaMART with Salesforce CRM using Pabbly Connect streamlines lead management. By following the steps outlined, you can automate the process of adding new leads, enhancing efficiency and productivity.