Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate the addition of IndiaMART leads to Salesforce for your dropshipping business using Pabbly Connect. Step-by-step guide 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 automate adding IndiaMART leads to Salesforce, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by entering the URL Pabbly.com/connect/ in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you’re an existing user, click on the ‘Sign In’ button to log into your account. New users can click ‘Sign Up for Free’ to create an account, which will give them access to 100 free tasks every month to explore the platform.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this integration, name it ‘Add IndiaMART Leads to Salesforce for Dropshipping Service’.

• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed.

This will take you to a new screen containing two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result of that trigger.

3. Setting Up the Trigger for IndiaMART Leads

In this step, you will set up the trigger in Pabbly Connect to capture new leads from IndiaMART. Select IndiaMART as your trigger application and choose the event that will start the workflow, which is ‘New Lead’.

Next, Pabbly Connect will provide you with a webhook URL. This URL is essential as it acts as a bridge for transferring data from IndiaMART to Pabbly Connect. Copy this webhook URL and proceed to your IndiaMART account.

• Log into your IndiaMART seller account.
• Navigate to Lead Manager and select Push API.
• Activate the webhook and paste the copied URL.

Once the webhook is set up in IndiaMART, Pabbly Connect will be ready to capture leads as they come in.

4. Testing the Setup to Capture Leads

To ensure that the integration between IndiaMART and Pabbly Connect is functioning correctly, you need to perform a test submission. Create a dummy lead profile in incognito mode and submit an inquiry through IndiaMART.

After submitting the inquiry, return to Pabbly Connect. You should see that the response has been captured with all the lead details. This confirms that the webhook is active and functioning correctly.

Check the captured response for lead details. Ensure that all required fields are populated correctly.

If everything looks good, you can proceed to set up the action step to send this lead information to Salesforce.

5. Setting Up the Action to Create a Lead in Salesforce

Now that you have successfully captured leads from IndiaMART, it’s time to set up the action step in Pabbly Connect. Select Salesforce as your action application and choose the ‘Create Record’ action event.

Before proceeding, ensure you are logged into your Salesforce account. Click on ‘Connect’ and then ‘Add New Connection’ to establish the connection between Pabbly Connect and Salesforce. Once connected, you will need to map the fields from the IndiaMART lead details to the corresponding Salesforce fields.

Map the first name, last name, email, and other details accurately. Ensure to include the inquiry message in the description field.

After mapping all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see the new lead created in Salesforce, confirming that the integration works seamlessly.

Conclusion

By following this detailed tutorial, you can successfully automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect. This integration allows you to manage your leads efficiently and convert them into customers effortlessly.

Utilize Pabbly Connect to streamline your dropshipping business operations and enhance your CRM capabilities. Start automating today for better lead management!