Integrate IndiaMART Leads with Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate adding IndiaMART leads to Salesforce for your trading business using Pabbly Connect with this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To integrate IndiaMART leads with Salesforce for your trading business, the first step is to access Pabbly Connect. This platform allows you to automate the entire process without any coding skills.

Begin by navigating to the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. You will find options to sign in or sign up for a free account. If you are a new user, click on ‘Sign Up for Free’ to create an account, which will give you 100 free tasks to explore the platform.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the dashboard. Here, you can manage your workflows. To create a new automation, click on the ‘Create Workflow’ button. This will prompt you to name your workflow.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Trading Business’
• Select a folder for saving your workflow.
• Click ‘Create’ to proceed to the next step.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is where the automation starts, and the Action is what happens as a result. In this case, the trigger will be a new lead from IndiaMART, and the action will be adding that lead to Salesforce.

3. Setting Up the Trigger for IndiaMART Leads

Now, let’s set up the trigger in Pabbly Connect. Select IndiaMART as the trigger application and choose the trigger event as ‘New Lead’. This event will initiate the workflow whenever a new lead is received.

Upon selecting the trigger, you will receive a webhook URL. This URL acts as a bridge for transferring lead data from IndiaMART to Pabbly Connect. Copy this webhook URL and proceed to your IndiaMART account.

• Log into your IndiaMART account and go to Lead Manager.
• Select the option for Push API under Import/Export Leads.
• Paste the copied webhook URL and save the details.

After saving, the webhook will be activated, establishing a connection between IndiaMART and Pabbly Connect. You will see a status indicating that the webhook is waiting for a response, confirming that the integration is ready to test.

4. Testing the Integration with a Dummy Lead

To ensure that the integration works correctly, you need to send a test lead through IndiaMART. Create a dummy profile and submit an inquiry as a new lead. This step is crucial as it allows Pabbly Connect to capture the lead information.

Once the inquiry is submitted, return to Pabbly Connect to check if the lead data has been received. You should see the lead details, including the name, email, and inquiry content. This confirms that the webhook is functioning correctly.

Open your dummy lead profile in incognito mode. Enter the inquiry details and submit. Check Pabbly Connect for the new lead data.

Once you confirm that the lead data appears in Pabbly Connect, you are ready to proceed to the next step of adding this lead to Salesforce.

5. Adding the Lead to Salesforce

Now that the lead data is successfully captured in Pabbly Connect, the next step is to add this lead to Salesforce. In the action section of your workflow, select Salesforce as the action application and choose ‘Create Lead’ as the action event.

To establish a connection between Pabbly Connect and Salesforce, click on ‘Connect’. You can either create a new connection or use an existing one. Ensure you are logged into your Salesforce account for seamless integration.

Select the Salesforce object type: Lead. Map the lead details from the previous step to the corresponding fields in Salesforce. Click ‘Save and Send Test Request’ to create the lead.

After successfully creating the lead in Salesforce, you will receive a confirmation response. Navigate to your Salesforce account to verify that the lead is added with all relevant details, including the inquiry description. This confirms that your automation process is complete and functioning correctly.

Conclusion

By following these steps, you can effectively automate the process of adding IndiaMART leads to Salesforce for your trading business using Pabbly Connect. This integration not only saves time but also ensures that all leads are systematically managed in your CRM. Automating this process enhances efficiency and allows you to focus on growing your business.