Integrate IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce for your transport and shipping business using Pabbly Connect in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce, start by accessing Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free, which allows you to create 100 tasks monthly.

Once logged in, you will be taken to the dashboard. Here, you can see all your workflows. Create a new workflow by naming it ‘Add IndiaMART Leads to Salesforce’. This workflow will automate the process of adding new leads from IndiaMART to your Salesforce account.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select IndiaMART as your trigger application. This means whenever a new lead or inquiry is created in IndiaMART, it will trigger the workflow. Choose the appropriate trigger event to capture this action.

• Select the trigger event as ‘New Lead’.
• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the IndiaMART account settings under API integration.

After setting up the webhook, test the connection to ensure that a new lead can be captured successfully. This step confirms that your Pabbly Connect is correctly receiving data from IndiaMART.

3. Setting Up the Action in Salesforce

Now, it’s time to set up the action event in Pabbly Connect to add the captured leads to Salesforce. Select Salesforce as your action application. Choose the action event as ‘Create Lead’. This step will ensure that every new inquiry from IndiaMART is automatically added to your Salesforce account.

Connect your Salesforce account by authorizing Pabbly Connect. You will need to provide your Salesforce credentials to allow Pabbly Connect to create leads on your behalf. After successful authorization, proceed to map the fields from the IndiaMART lead to the corresponding fields in Salesforce.

• Map fields such as Name, Email, and Phone Number.
• Ensure that the Lead Source is set to ‘IndiaMART’ for better tracking.

After mapping the fields, save the configuration. This setup will automate the addition of leads to Salesforce, streamlining your transport and shipping business operations.

4. Testing the Integration

With the setup complete, it’s crucial to test the integration using Pabbly Connect. Go back to your IndiaMART account and create a new lead. This step will trigger the workflow you set up in Pabbly Connect.

Check your Salesforce account to see if the new lead appears as expected. If everything is configured correctly, you should see the lead details populated in Salesforce. This testing phase is essential to ensure that the automation works seamlessly and that no leads are missed.

In case the lead does not appear in Salesforce, revisit your Pabbly Connect workflow. Check the trigger and action settings to ensure everything is properly configured. This troubleshooting will help you identify any issues and rectify them promptly.

5. Conclusion

In conclusion, integrating IndiaMART leads with Salesforce using Pabbly Connect is a straightforward process that can significantly enhance your transport and shipping business. By automating lead capture, you save time and reduce the chances of manual errors.

With the steps outlined above, you can easily set up this integration and start receiving inquiries directly into your Salesforce account. This automation will allow you to focus more on your business operations and less on manual data entry.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances your overall efficiency in managing leads and inquiries.