Integrating IndiaMART Leads with Salesforce Using Pabbly Connect for Your Dance Academy

Learn how to seamlessly integrate IndiaMART leads with Salesforce using Pabbly Connect for your Dance Academy. Step-by-step guide and detailed instructions included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, you first need to access Pabbly Connect. This powerful automation platform allows you to connect various applications seamlessly.

Visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free, which provides limited automation tasks each month. Once logged in, navigate to the dashboard where you can begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect account, the next step is to create a new workflow. Click on the blue button labeled ‘Create Workflow’. This action initiates the process of setting up the automation between IndiaMART and Salesforce. using Pabbly Connect

• Name your workflow appropriately, such as ‘Add IndiaMART Leads to Salesforce for Dance Academy’.
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to proceed.

Once the workflow is created, you will be directed to the workflow window where you will set up the trigger and actions. The trigger will be set to capture new leads from IndiaMART.

3. Setting Up the Trigger for IndiaMART

In the workflow window, the next step is to set up the trigger. Search for IndiaMART in the trigger application section. Once selected, you need to choose the trigger event that will initiate the workflow. using Pabbly Connect

For this integration, select the option for ‘New Lead Captured’. After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for linking your IndiaMART account with Pabbly Connect.

• Copy the provided webhook URL.
• Log in to your IndiaMART account and navigate to the Lead Manager section.
• Select the Push API option and paste the webhook URL into the designated field.

This setup ensures that any new lead generated in IndiaMART is sent to Pabbly Connect, triggering the workflow to create a new lead in Salesforce.

4. Configuring Salesforce Action in Pabbly Connect

After setting up the trigger for IndiaMART, the next step is to configure the action that will be performed in Salesforce. In the action application section, search for Salesforce and select it as the application where actions will occur. using Pabbly Connect

Choose the action event as ‘Create Lead’. This tells Pabbly Connect to create a new lead in Salesforce whenever a new lead is captured from IndiaMART. You will then need to connect your Salesforce account to Pabbly Connect.

Click on ‘Connect’ and choose to add a new connection. Authorize Pabbly Connect to access your Salesforce account by clicking ‘Allow’. Map the fields such as first name, last name, phone number, and company from the previous step’s response.

This mapping process ensures that the details captured from the IndiaMART lead are accurately reflected in the Salesforce lead created by Pabbly Connect.

5. Testing and Activating Your Workflow

Once the mapping is complete, it’s essential to test the workflow to ensure everything is functioning correctly. Pabbly Connect allows you to send a test request to verify that the data flows smoothly from IndiaMART to Salesforce. using Pabbly Connect

After sending the test request, check your Salesforce account to confirm that a new lead has been created with the details from the test submission. If the lead appears correctly, your integration is successful.

Return to Pabbly Connect and click on ‘Send Test Request’. Verify the lead details in Salesforce after the test. Once verified, activate your workflow to run automatically.

With your workflow activated, every new lead from IndiaMART will now automatically create a corresponding lead in Salesforce, streamlining your operations at the Dance Academy.

Conclusion

Integrating IndiaMART leads with Salesforce using Pabbly Connect is a straightforward process that enhances lead management for your Dance Academy. By following the steps outlined above, you can automate lead capture and improve response times without manual effort. This integration ensures that your sales team can efficiently follow up on inquiries, leading to better engagement and growth for your academy.