Integrating IndiaMART with Salesforce CRM Using Pabbly Connect

Learn how to automate the integration of IndiaMART with Salesforce CRM using Pabbly Connect to streamline lead management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART Integration

To integrate IndiaMART with Salesforce CRM, you first need to access Pabbly Connect. Start by opening your web browser and typing in ‘Pabbly.com/connect’. This will take you to the Pabbly Connect homepage.

Once there, you can either sign in if you are an existing user or click on ‘Sign up for free’ if you are new. As a new user, you will receive 100 tasks for free each month. After signing in, you will be directed to the applications page where you can access Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, navigate to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow; for this integration, name it ‘ADD IndiaMART Leads to Salesforce’.

• Click on the ‘Create’ button after naming your workflow.
• This will open a window where you can set up the trigger and action applications.
• Select IndiaMART as the trigger application and Salesforce as the action application.

Once you have named your workflow, you will see the trigger and action setup. The trigger application will be IndiaMART, and the action application will be Salesforce. This setup is crucial for automating the lead capture process.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action. For the trigger, search for IndiaMART and select ‘New Leads’ as the trigger event. This ensures that every time a new lead comes in, the automation will be activated.

Next, you need to set up the action. Search for Salesforce and select ‘Create Lead’ as the action event. This means that every time a new lead is captured through IndiaMART, it will automatically create a lead in Salesforce CRM.

• Ensure both applications are connected properly.
• Click on ‘Connect’ to establish a connection between IndiaMART and Pabbly Connect.
• You will need the CRM API key from your IndiaMART account for this step.

After entering the API key, click ‘Save’. This will establish a successful connection between IndiaMART and Pabbly Connect. The trigger will now check for new leads every 24 hours.

4. Mapping Lead Details to Salesforce

Once the connection is established, you can begin mapping the lead details from IndiaMART to Salesforce. Start by clicking on the connection for Salesforce and allowing access. This will set up the integration between Pabbly Connect and Salesforce.

Now, you will need to map the fields from the response received from IndiaMART. This includes mapping the sender’s name, phone number, email, and city. Proper mapping ensures that the data flows accurately into Salesforce.

Map the last name and first name from the full name received. Enter the company name, phone number, and email from the lead details. Select the lead source as ‘Web’ and set the status as ‘Open – Not Contacted’.

After mapping all the necessary details, click ‘Save and Send Test Request’. This will test the integration and confirm that the lead has been successfully created in Salesforce.

5. Verifying the Integration in Salesforce

Finally, to ensure that the integration works, check your Salesforce account. You should see a new lead created based on the details received from IndiaMART. This confirms that the integration setup using Pabbly Connect is successful.

The automation process ensures that every new lead captured through IndiaMART is automatically added to your Salesforce CRM, streamlining your lead management process. This integration saves time and reduces manual entry errors.

With this setup, you can focus on converting leads rather than managing them. If you encounter any issues, feel free to reach out to Pabbly support for assistance.

Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART with Salesforce CRM using Pabbly Connect. This integration automates lead management, ensuring that every new lead from IndiaMART is captured in Salesforce efficiently.