Integrating Marble Granite Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate Marble Granite leads into Salesforce using Pabbly Connect. Step-by-step guide for automating lead management. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Marble Granite leads into Salesforce, you first need to access Pabbly Connect. Simply search for Pabbly Connect in your browser and navigate to the landing page.

Once there, you will find options to either sign in or sign up for free. Existing users can click on ‘Sign In’ to access their dashboard. New users can create an account to take advantage of the 100 free tasks offered every month.

2. Creating a Workflow in Pabbly Connect

After signing in, you need to create a workflow in Pabbly Connect to automate the lead transfer process. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Integrating IndiaM Leads into Salesforce for Marble Granite Business’.

• Select the folder where you want to save the workflow.
• Click on the ‘Create’ button to proceed.

This opens the workflow window where you can set up triggers and actions. The trigger will initiate the workflow whenever a new lead is received from your IndiaM account.

3. Setting Up the Trigger for IndiaM Leads

To set up the trigger in Pabbly Connect, select IndiaM as your trigger application. Choose the trigger event as ‘New Leads’. This event will start the workflow whenever a new inquiry is received.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your IndiaM account with Pabbly Connect. Follow the steps provided to integrate the webhook with your IndiaM account.

• Log into your IndiaM account.
• Navigate to the Lead Manager section.
• Select the ‘Push API’ option from the menu.

In the Push API settings, paste the copied webhook URL and set the CRM platform name as Pabbly Connect. Click on Save Details to finalize the connection.

4. Capturing Lead Data and Sending to Salesforce

Once the webhook is set up, you need to test the integration by generating a dummy lead. This step ensures that Pabbly Connect captures the lead data correctly. You can do this by submitting a test inquiry through your IndiaM account.

After submitting the test inquiry, return to your Pabbly Connect workflow. The captured response will show the details of the test lead. If everything is set up correctly, you will see the lead information ready to be processed.

Verify that the lead details match what you submitted. Ensure that the response captures all necessary fields for Salesforce.

Now, you can proceed to add these details into Salesforce as the next action step.

5. Adding Salesforce as the Action Step

In this step, you will select Salesforce as your action application in Pabbly Connect. Choose the action event as ‘Create Lead’. This will allow you to automatically add the captured lead data into your Salesforce account.

To connect Salesforce, click on ‘Connect’ and authorize Pabbly Connect to access your Salesforce account. Once connected, you will be prompted to map the lead details from the previous step into the Salesforce fields.

Map fields like First Name, Last Name, Email, and Company from the captured lead data. Ensure you set the lead status and source appropriately.

After mapping all required fields, click on ‘Save and Send Test Request’. If successful, your lead will be created in Salesforce with the details from your IndiaM inquiry.

Conclusion

Using Pabbly Connect, you can efficiently integrate Marble Granite leads from IndiaM into Salesforce. This automation streamlines your lead management process, ensuring timely follow-ups and improved sales opportunities.