How to Integrate IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Salesforce for insurance and investment services using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration of IndiaMART leads to Salesforce, first, you need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. This will take you to the Pabbly Connect homepage.

If you are an existing user, click on the ‘Sign In’ button. For new users, click on ‘Sign Up for Free’ to create an account. You will receive 100 free tasks every month to explore the platform and test various automations. Once logged in, click on the ‘Access’ button to enter the dashboard of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow to automate the process. Click on the ‘Create Workflow’ option. A dialog box will appear asking for a name for your workflow. Name it ‘Add IndiaMART Leads and Inquiries to Salesforce for Insurance and Investment Service’ and select the appropriate folder for organization.

• Click on ‘Create’ to initialize the workflow.
• You will see a blank workflow screen with two sections: Trigger and Action.
• Triggers initiate the workflow, while Actions are the responses to those triggers.

In this case, the trigger will be a new lead from IndiaMART, and the action will be to add that lead to Salesforce. This setup will allow Pabbly Connect to manage the flow of information seamlessly.

3. Setting Up the Trigger for IndiaMART Leads

Next, you need to set up the trigger in Pabbly Connect. Select IndiaMART as your trigger application and choose the ‘New Leads’ trigger event. This event will activate the workflow whenever a new lead is received.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will act as a bridge to transfer data from IndiaMART to Pabbly Connect. Copy this webhook URL and proceed to your IndiaMART account.

• Log into your IndiaMART seller account.
• Navigate to the Lead Manager section and select ‘Push API’.
• Paste the copied webhook URL into the designated field and save the details.

By doing this, every new lead inquiry from IndiaMART will be sent to Pabbly Connect automatically, initiating the workflow you just created.

4. Testing the Connection and Capturing Leads

After setting up the webhook in IndiaMART, return to Pabbly Connect. The interface will show that it is waiting for a webhook response. To test the connection, you need to submit a new lead inquiry on IndiaMART.

Open a dummy profile or create a new inquiry on your IndiaMART account. Fill in the necessary details such as name, email, phone number, and inquiry message. Once submitted, the inquiry will trigger the webhook and send the lead data to Pabbly Connect.

Ensure all details are entered correctly in the inquiry form. After submission, check Pabbly Connect for the captured lead data.

Once the lead data appears in Pabbly Connect, you can confirm that the connection is successfully established and ready for the next step.

5. Integrating Salesforce with Pabbly Connect

Now that you have confirmed the lead data is captured in Pabbly Connect, it’s time to set up Salesforce as the action application. Select Salesforce and choose the action event as ‘Create a Record’. This action will add the captured lead information into your Salesforce CRM.

Before proceeding, ensure you are logged into your Salesforce account. In Pabbly Connect, click on ‘Connect’ to establish the connection. You will be prompted to allow permissions for Pabbly Connect to access your Salesforce account. Click ‘Allow’ to proceed.

Map the fields from the lead data captured in Pabbly Connect to the corresponding fields in Salesforce. Ensure all required fields such as first name, last name, email, and phone number are filled in. Click ‘Save and Send Test Request’ to add the lead to Salesforce.

After successfully mapping the fields and saving the request, your lead will now be available in Salesforce. This integration allows you to manage and nurture your leads effectively, enhancing your sales process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for insurance and investment services. By following these steps, you can streamline your lead management and enhance your business efficiency.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that no lead is missed, allowing for better customer engagement and improved sales outcomes. Start automating today and watch your business grow!