Integrate IndiaMART and NeoDove Using Pabbly Connect: Step-by-Step Guide

Learn how to seamlessly integrate IndiaMART and NeoDove using Pabbly Connect for efficient lead management. Follow our detailed tutorial for step-by-step instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART and NeoDove Integration

To integrate IndiaMART and NeoDove, the first step is to access Pabbly Connect. This platform will facilitate the automation process between these two applications. Begin by navigating to the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and enjoy 100 free tasks every month.

After signing in, you will see the dashboard. From there, click on the ‘Access Now’ button under the Pabbly Connect section. This will take you to the main dashboard where you can create workflows to automate the lead generation process.

2. Creating a Workflow in Pabbly Connect

Once you’re on the Pabbly Connect dashboard, the next step is to create a new workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear, prompting you to name your workflow. You can name it ‘IndiaMART Automation’ for clarity.

• Click on the drop-down arrow to select a folder for your workflow.
• Choose the folder where you want to save the workflow, such as ‘Automations of IndiaMART’.
• Finally, click on the ‘Create’ button to finalize your workflow setup.

Your workflow named ‘IndiaMART Automation’ is now created. The next steps will involve setting up the trigger and action processes that will facilitate the integration via Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow. Click on the arrow to select your trigger application, which will be IndiaMART. After selecting it, you will need to choose the trigger event, which in this case is ‘New Leads’. This event signifies that whenever a new lead is generated in IndiaMART, it will initiate the workflow.

After setting the trigger application and event, click on the ‘Connect’ button. A new window will appear where you need to add a new connection. Here, you will be prompted to provide the IndiaM CRM API key. To obtain this key, log into your IndiaMART account and navigate to the settings. Follow these steps to find your CRM API key:

• Click on ‘Settings’ in your IndiaMART account.
• Select ‘Account Settings’ and then click on ‘CRM API’.
• Copy the generated API key and paste it into the Pabbly Connect window.

After pasting the key, click on ‘Save’ to establish the connection. This confirms that you have successfully linked IndiaMART with Pabbly Connect.

4. Setting Up the Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action that will occur in NeoDove. Click on the arrow to select your action application, which will be NeoDove. You will then be prompted to choose the action event. For this integration, select ‘Create Lead’ as the action event.

Click on the ‘Connect’ button to link NeoDove with Pabbly Connect. You will need to provide the Integration ID from your NeoDove account. To find this ID, log into your NeoDove account and navigate to the ‘Integrations’ section. Click on ‘View Active Integrations’ and copy the Integration ID.

Go to your NeoDove account and click on ‘Integrations’. Select the integration you created and copy the Integration ID. Paste the Integration ID into the Pabbly Connect action setup.

After entering the Integration ID, you will map the data fields from IndiaMART to NeoDove. This mapping allows the lead details to be transferred automatically. Once you have mapped the fields, click on ‘Save and Send Test Request’ to finalize the action setup.

5. Testing the Integration and Conclusion

Now that you have set up both the trigger and action, it’s time to test the integration. After clicking ‘Save and Send Test Request’, you should see a positive response indicating that the lead has been successfully created in NeoDove. To verify this, log into your NeoDove account and refresh the page to check for the new lead.

If the lead appears with the correct details, it confirms that the integration between IndiaMART and NeoDove via Pabbly Connect is successful. This automation ensures that every new lead generated in IndiaMART is automatically created in your NeoDove account, streamlining your lead management process.

In summary, this tutorial has guided you through the steps to integrate IndiaMART and NeoDove using Pabbly Connect. By following these steps, you can automate the lead generation process efficiently, saving time and improving your workflow.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.