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Integrating URL and CRM with Salesforce for Efficient Lead Management

Learn how to seamlessly integrate URL and CRM with Salesforce for managing leads effectively. Step-by-step guide for automating lead capture from India Mt to Salesforce. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Integrating URL and CRM for Lead Management

Integrating URL and CRM is essential for effectively managing leads. In this tutorial, we will automate the process of capturing leads from India Mt to Salesforce CRM. using Pabbly Connect

As a photography studio owner, managing leads manually is time-consuming. By integrating these applications, you can streamline your workflow and ensure you never miss an inquiry.

2. Setting Up India Mt Integration with Salesforce CRM

To set up the integration, we will use Pabbly Connect as our automation tool. First, log in to your India Mt account and navigate to the Lead Manager section.

Click on the menu option and select ‘Import/Export Leads’.
Choose ‘Push API’ for integration.
Enter the CRM platform name as ‘Salesforce’ and paste the webhook Listener URL from Pabbly Connect.

After entering these details, click on ‘Save Details’ to complete the setup. This will allow India Mt to send lead information directly to Salesforce whenever a new inquiry is made.

3. Generating a Test Lead in India Mt

To ensure the integration works, we need to generate a test lead on India Mt. This step is crucial to verify that the data flows correctly into Salesforce CRM. using Pabbly Connect

Submit a test inquiry on your India Mt account, such as asking for photography services. Once submitted, Pabbly Connect will capture this lead and send it to Salesforce.

Navigate back to your Pabbly Connect workflow and check for the webhook response.
Verify that the lead details appear correctly in the Salesforce account.

By generating a test lead, you can confirm that the integration is functioning as expected, allowing you to manage inquiries efficiently.

4. Mapping Data in Salesforce CRM

Mapping data is essential for ensuring that all lead information is accurately transferred from India Mt to Salesforce. In this step, we will configure how the data from the inquiry is mapped to Salesforce fields. using Pabbly Connect

In the Salesforce action step within Pabbly Connect, select the action event as ‘Create a Lead’. Then, connect your Salesforce account by allowing access to Pabbly Connect.

Map the last name, phone number, email, and other relevant fields from the lead inquiry. Ensure that the lead source is set as ‘Web’ and the status as ‘Open’.

After mapping the data, click on ‘Save and Send Test Request’. This will create a new lead in Salesforce with the details from the inquiry, allowing you to manage your leads effectively.

5. Conclusion

Integrating URL and CRM with Salesforce allows for efficient lead management and organization. By automating the process, you can save time and ensure that all inquiries are captured accurately.

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Following the steps outlined in this tutorial, you can set up the integration between India Mt and Salesforce CRM seamlessly. This will help you manage your photography studio inquiries more effectively, ensuring you can focus on delivering quality services.