Integrating IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce for your interior designing business using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of adding IndiaMART leads to Salesforce, first access Pabbly Connect. This platform is crucial for automating the integration between these two applications.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks every month. Existing users can simply log in to their accounts. After logging in, you will see the dashboard where you can select Pabbly Connect by clicking the ‘Access Now’ button.

2. Creating a Workflow in Pabbly Connect

Once you have accessed Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

A dialog box will appear asking for a workflow name and folder selection. Name your workflow ‘Add IndiaMART Leads to Salesforce for Interior Designing Work’ and select the appropriate folder for saving this workflow. After completing these steps, click on the ‘Create’ button to finalize the workflow.

• Access Pabbly Connect dashboard.
• Click on ‘Create Workflow’.
• Name the workflow and select a folder.
• Click ‘Create’ to save the workflow.

After creating the workflow, you will see two sections: Trigger and Action. The next step is to set up the trigger application.

3. Setting Up Trigger with IndiaMART

For the trigger application, select ‘IndiaMART’ from the dropdown menu in Pabbly Connect. The trigger event should be set to ‘New Leads’. This will ensure that every time a new lead is generated in your IndiaMART account, it will trigger the workflow.

Upon selecting the trigger application and event, Pabbly Connect will provide a unique webhook URL. Copy this URL and navigate to your IndiaMART account to set up the connection.

• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Copy the provided webhook URL.

Now, go back to your IndiaMART account, navigate to the Lead Manager, and select the Push API option to integrate the webhook URL.

4. Integrating IndiaMART with Pabbly Connect

In your IndiaMART account, go to the Lead Manager section and click on the ‘Import/Export Leads’ option. From there, select the ‘Push API’ button. Choose ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the copied webhook URL into the corresponding field and save the details.

After saving, ensure that the webhook URL is successfully added to your IndiaMART account. This integration allows Pabbly Connect to capture lead details whenever a new inquiry is made.

Navigate to Lead Manager in IndiaMART. Select ‘Import/Export Leads’ and click ‘Push API’. Enter ‘Pabbly Connect’ as the CRM platform name. Paste the webhook URL and save.

Once this setup is complete, you can test the connection by generating a test lead in your IndiaMART account and checking if Pabbly Connect captures the lead information successfully.

5. Setting Up Action in Salesforce

After verifying the trigger setup, the next step is to configure the action in Salesforce. In Pabbly Connect, select ‘Salesforce’ as the action application and choose ‘Create Lead’ as the action event. Click on the connect button to establish the connection.

Authorize the connection by clicking the ‘Allow’ button when prompted. After authorization, you will need to map the lead details from the previous step into the required fields for Salesforce. This includes the lead’s name, email, phone number, and any other relevant details.

Select ‘Salesforce’ as the action application. Choose ‘Create Lead’ as the action event. Map lead details from the previous step.

Once all details are mapped correctly, click on the ‘Save and Send Test Request’ button. Check your Salesforce account to confirm that the new lead has been created successfully.

Conclusion

By following these steps, you can efficiently automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect. This integration not only saves time but also ensures that you never miss a potential client for your interior designing business. Start using Pabbly Connect today to streamline your workflow and enhance your customer management.