How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect. This step-by-step tutorial covers the entire process from setup to execution. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integrating IndiaMART and Salesforce

In this section, we will discuss how to utilize Pabbly Connect to automate the transfer of leads from IndiaMART to Salesforce. This integration is essential for gym owners who receive inquiries through IndiaMART and want to streamline their processes.

Using Pabbly Connect, you can easily connect your IndiaMART account with Salesforce, enabling automatic lead creation whenever a new inquiry is submitted. This saves time and ensures no potential customer is missed.

2. Accessing Pabbly Connect and Setting Up Your Workflow

To start, navigate to Pabbly Connect by visiting its homepage. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks each month. Existing users should click on ‘Sign In’.

Once logged in, you will see the Pabbly dashboard. Click on the ‘Create Workflow’ button in the top right corner. Name your workflow as ‘Add IndiaMART Leads to Salesforce for Gym Service’ and select a folder for organization. You can create multiple folders as needed.

3. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger to capture new leads from IndiaMART using Pabbly Connect. Select IndiaMART as your trigger application, and choose the trigger event as ‘New Leads’. This ensures that every new inquiry automatically triggers the workflow.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your IndiaMART account. Navigate to your IndiaMART seller account, access the lead manager, and select ‘Import Export Leads’. Choose ‘Push API’ and enter the webhook URL in the designated field.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Click ‘Save Details’.

After saving, generate an OTP for verification. Enter the OTP received on your phone and click ‘Submit’. This completes the setup of the webhook in your IndiaMART account, allowing it to communicate with Pabbly Connect.

4. Configuring the Action to Create Leads in Salesforce

Now, we will configure the action step in Pabbly Connect to create a new lead in Salesforce whenever a new inquiry is received from IndiaMART. Select Salesforce as your action application and choose the action event ‘Create Lead’.

Click on ‘Connect’ to establish a connection between Pabbly Connect and your Salesforce account. Grant access to allow Pabbly to manage your Salesforce data. After successful connection, you will be prompted to map the lead data from IndiaMART to the corresponding fields in Salesforce.

• Map the lead’s first name and last name from the inquiry details.
• Fill in the company name, phone number, and email address.
• Select lead source and status as required.

Once all fields are mapped correctly, click ‘Send Test Request’ to verify the integration. If successful, a new lead will be created in your Salesforce account based on the inquiry received from IndiaMART.

5. Testing the Integration and Verifying the Setup

To ensure that your integration works correctly, conduct a test by submitting a lead inquiry through your IndiaMART buyer account. After submission, check your Salesforce account to confirm that the new lead appears as expected.

Refresh your Salesforce dashboard, and you should see the newly created lead with all relevant details, such as name, company, and contact information. This confirms that Pabbly Connect is successfully automating the lead transfer process.

If everything is set up correctly, you can now rely on Pabbly Connect to handle all future inquiries from IndiaMART, ensuring timely follow-ups and improved customer relationship management.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads with Salesforce using Pabbly Connect. This automated process streamlines lead management for gym services, ensuring no inquiries are missed and improving overall efficiency.