Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for contract manufacturing services using Pabbly Connect. Step-by-step tutorial 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 integrate IndiaMART leads into Salesforce, first, you need to access Pabbly Connect. Visit the Pabbly Connect landing page and log in to your account. If you are new, you can sign up for free to explore the application.

After logging in, navigate to the dashboard where you will find various Pabbly applications. Click on Pabbly Connect to start the integration process. This platform will allow you to automate lead management effortlessly.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name it something like ‘Add IndiaMART Leads to Salesforce’.

• Click on ‘Create’ to open the workflow window.
• Set up the trigger and action for your workflow.
• Select IndiaMART as the trigger application.

After setting up your workflow, you will be ready to define the trigger event. This event will initiate the workflow whenever a new lead is captured through IndiaMART, allowing Pabbly Connect to facilitate the integration.

3. Setting Up the Trigger for IndiaMART

In this step, you will configure the trigger for your workflow in Pabbly Connect. Search for IndiaMART and select it as the trigger application. Choose the trigger event as ‘New Lead’. This event ensures that the workflow activates whenever a new lead is generated.

Next, you will be provided with a webhook URL. Copy this URL, as it will be used to connect your IndiaMART account with Pabbly Connect. Follow the instructions to navigate to your IndiaMART account and set up the webhook.

• Log in to your IndiaMART account.
• Go to the Lead Manager section.
• Select ‘Push API’ and enter the webhook URL.

After saving the webhook settings, your IndiaMART account will be linked to Pabbly Connect, allowing for automated lead transfers to Salesforce.

4. Setting Up the Action to Create Leads in Salesforce

Now that your trigger is set, the next step is to configure the action in Pabbly Connect. Select Salesforce as your action application. Choose the action event as ‘Create Lead’. This action will add the captured lead details from IndiaMART into your Salesforce account.

You will need to connect your Salesforce account to Pabbly Connect. If you’ve already connected your Salesforce account, you can select the existing connection. Otherwise, click on ‘Add New Connection’ and authorize Pabbly Connect to access your Salesforce account.

Allow permissions requested by Pabbly Connect. Map the lead details from IndiaMART to Salesforce fields. Test the connection to ensure everything is working.

With the action set up, Pabbly Connect will automatically create leads in Salesforce based on the information received from IndiaMART.

5. Testing the Automation

After setting up the trigger and action, it’s essential to test your automation in Pabbly Connect. Perform a test submission on your IndiaMART account to generate a lead. This will trigger the workflow you created.

Check your Salesforce account to verify that the lead details have been added successfully. If everything is configured correctly, you should see the new lead reflecting in Salesforce without any manual entry. This confirms that Pabbly Connect is functioning as intended.

By following these steps, you can efficiently manage your leads from IndiaMART to Salesforce, enhancing your contract manufacturing services. This integration not only saves time but also improves your lead management process.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, businesses can efficiently manage inquiries and enhance customer relationships seamlessly. This integration is vital for contract manufacturing services, ensuring timely follow-ups and improved lead conversion.