Integrating Indi Mart Leads to Salesforce Using Pabbly Connect

Learn how to integrate Indi Mart leads into Salesforce using Pabbly Connect. This step-by-step tutorial covers everything you need to automate your lead management process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Indi Mart leads with Salesforce, first access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by entering Pabbly.com/connect. If you are an existing user, click on ‘Sign In’ to access your account.

Once signed in, you will see all the Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. From here, you can create a new workflow for automating the lead capture process from Indi Mart to Salesforce.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name such as ‘Add Industrial Machinery and Equipment Indi Mart Leads to Salesforce’ and select the appropriate folder for your workflow. using Pabbly Connect

• Name your workflow appropriately for easy identification.
• Select a folder where you want to save the workflow.

After naming your workflow, click on ‘Create’. This will open the workflow window where you can set up your trigger and action. Remember, the trigger is the event that starts the workflow, while the action is what happens as a result.

3. Setting Up the Trigger in Pabbly Connect

In the workflow window, select the trigger application as Indi Mart. This is crucial as you want to capture leads from your Indi Mart account. After selecting Indi Mart, choose the trigger event ‘New Lead’ to ensure your workflow starts when a new inquiry is received. using Pabbly Connect

Pabbly Connect will then generate a Webhook URL. Copy this URL as you will need it to connect your Indi Mart account to Pabbly Connect. Navigate to your Indi Mart account, go to the Lead Manager section, and select ‘Import/Export Leads’ from the menu.

• Select ‘Push API’ under the Lead Manager options.
• Choose ‘Other’ as the source in the Push API settings.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the Webhook URL.

After filling in these details, click on ‘Save Details’. You will then be prompted to generate an OTP to complete the connection.

4. Mapping Data to Salesforce in Pabbly Connect

After connecting Indi Mart to Pabbly Connect, it’s time to set up Salesforce as the action application. In your workflow, search for Salesforce and select it as the action application. The action event you want is ‘Create Lead’. This ensures that every new lead captured from Indi Mart is automatically added to your Salesforce account. using Pabbly Connect

Click on ‘Connect’ to link your Salesforce account to Pabbly Connect. If it’s your first time, you will need to grant permissions by clicking on ‘Allow’. Once connected, you will see fields for mapping data from the Indi Mart inquiry to Salesforce.

Map the lead details such as name, email, and phone number from Indi Mart to Salesforce fields. Ensure to map dynamic fields to allow for real-time updates on new inquiries.

After completing the mapping, click on ‘Save and Send Test Request’ to verify that the lead data is being correctly sent to Salesforce. If successful, you will receive a positive response confirming the lead was created.

5. Testing and Verifying the Integration

To test the integration, create a dummy lead in your Indi Mart account. This can be done by going to the contact supplier section and submitting a new inquiry. Once you submit the inquiry, Pabbly Connect will capture the lead details through the Webhook.

Return to your Pabbly Connect workflow and check for the response. You should see the details of the inquiry you just submitted. If everything is set up correctly, these details will be displayed in your workflow dashboard.

Confirm that the lead information is accurately captured in Pabbly Connect. Check your Salesforce account to ensure the new lead appears with the correct details.

If the lead appears in Salesforce, congratulations! You have successfully set up the integration between Indi Mart and Salesforce using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Indi Mart leads into Salesforce using Pabbly Connect. By automating this process, you can efficiently manage inquiries and improve your sales operations. This integration saves time and minimizes errors, ensuring every lead is promptly addressed.