Seamlessly Integrate Trade India with Salesmate Using Pabbly Connect

Learn how to automate lead integration from Trade India to Salesmate CRM using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To start integrating Trade India with Salesmate, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. Here, you will find options to either sign in or sign up for free.

If you are new, click on ‘Sign Up Free’ to create your account in just a few minutes. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, locate the ‘Access Now’ button under the Pabbly Connect section to proceed to the dashboard.

2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, such as ‘Trade India to Salesmate’. You can choose any folder within your Pabbly Connect account to save this workflow.

Once you click ‘Create’, the workflow interface will open. You will see two sections: the trigger and action windows. The trigger window is where you will set up the event that starts the workflow, while the action window defines what happens after the trigger. This setup is essential for connecting Trade India and Salesmate through Pabbly Connect.

3. Set Up Trade India as Trigger in Pabbly Connect

In the trigger window, select Trade India as the app. From the trigger event dropdown, choose ‘Capture Leads’. Click on ‘Connect’ and then select ‘Add New Connection’. You will need to input your Trade India account details, including User ID, Profile ID, and API Key.

• User ID: Found in your Trade India account under Inquiry and Contacts.
• Profile ID: Also located in the same section.
• API Key: Available in the My Inquiry API section.

Once you’ve entered these details, click ‘Save’. This will connect your Trade India account to Pabbly Connect. To test the connection, click on ‘Send Test Request’ to retrieve the most recent lead details, confirming that the setup is successful.

4. Add Salesmate as Action in Pabbly Connect

After successfully setting up the trigger, scroll down to the action window and select Salesmate as the app. From the action event dropdown, choose ‘Create Contact’. Click ‘Connect’ and again select ‘Add New Connection’. You will need to input your Salesmate account details: Host Name, Session Token, and Account URL. using Pabbly Connect

To find these details, log into your Salesmate account and copy the URL from your browser, ensuring to remove the trailing slash. The host name is the part of the URL before the first slash. The session token can be found in your profile settings under ‘Access Key’. Enter these details in Pabbly Connect and click ‘Save’ to establish the connection.

5. Map Fields and Complete the Automation

With both Trade India and Salesmate connected, it’s time to map the fields. Start by mapping the first name and last name fields for the lead. Since you may only have a full name from Trade India, you can use the Text Formatter by Pabbly Connect to split this name into first and last names. using Pabbly Connect

• Map the mobile number and company name as well.
• For any optional fields like email, you can leave them blank if not provided.
• After mapping all necessary fields, click ‘Save and Send Test Request’.

Upon successful mapping, you will receive a confirmation response, indicating that the lead from Trade India has been added to Salesmate as a contact. This automation will check for new leads every 8 hours, ensuring your CRM is always up to date.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate the integration of leads from Trade India into Salesmate CRM. By following these steps, you can streamline your lead management process and enhance your business efficiency.