How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce for your fertilizer business using Pabbly Connect. Step-by-step guide with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART and Salesforce Integration

To start integrating IndiaMART leads into Salesforce, first, access Pabbly Connect by typing the URL Pabbly.com/connect/inr in your browser. This platform allows you to automate the process without any coding knowledge.

Once on the homepage, you will see options to sign in or sign up for free. If you are an existing user, click on ‘Sign In’. New users can create an account in just two minutes and receive 100 free tasks monthly to explore Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to begin setting up your integration. You will be prompted to name your workflow; enter ‘Add IndiaMART Leads to Salesforce for Fertilizer Business’.

• Provide a name for your workflow.
• Select a folder for your workflow.
• Click on ‘Create’ to proceed.

This will open a new screen with options for triggers and actions, which are essential for automating the workflow. Remember, triggers initiate the workflow, while actions are the responses that follow.

3. Setting Up the IndiaMART Trigger in Pabbly Connect

Next, select IndiaMART as your trigger application. Choose the trigger event as ‘New Leads’. This setup ensures that every new lead received through IndiaMART will initiate your workflow.

Upon selection, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge to transfer data from IndiaMART to Pabbly Connect. Copy this URL and navigate to your IndiaMART account.

• Log in to your IndiaMART account.
• Go to the Lead Manager section.
• Select Push API and deactivate any existing webhook.
• Paste the copied webhook URL and save the details.

Once the webhook is activated, return to Pabbly Connect. It should show a status of ‘Waiting for webhook response.’ This indicates that the connection is established successfully.

4. Testing the IndiaMART Integration with Pabbly Connect

To test the integration, create a dummy lead on IndiaMART. Fill in the necessary details, such as name, email, phone number, and inquiry message. Submit the inquiry to trigger the webhook.

After submitting, check your Pabbly Connect dashboard. You should see the response captured, including details like the lead’s name, phone number, and inquiry message. This confirms that the connection between IndiaMART and Pabbly Connect is functioning correctly.

5. Setting Up Salesforce Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action in Salesforce. Select Salesforce as the action application and choose the action event as ‘Create Record’. This action will add the lead details to your Salesforce account.

Click on ‘Connect’ to link your Salesforce account with Pabbly Connect. You will need to authorize the connection, ensuring that your data remains secure. Once authorized, proceed to map the fields from the IndiaMART lead response to Salesforce.

Map the lead’s name, email, and phone number. Use the text formatter to split the full name into first and last names. Click on ‘Save and Send Test Request’ to add the lead to Salesforce.

After a successful test, refresh your Salesforce lead section to verify the new lead has been added with all details captured from the inquiry.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your lead management process for your fertilizer business. This step-by-step tutorial demonstrates how to automate lead capture and nurturing effortlessly, ensuring you never miss an opportunity.