Integrating IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for tax consultancy services using Pabbly Connect with this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, first, you need to access Pabbly Connect. This powerful automation platform allows you to connect various applications seamlessly. Simply navigate to the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month. Existing users can log in to access their dashboards and workflows.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow that connects IndiaMART with Salesforce. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will need to name your workflow; for this integration, use ‘Add IndiaMART Leads to Salesforce for Tax Consultancy Services’.

• Select the appropriate folder for your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

This creates a new workflow where you will define the trigger and action. The trigger will initiate the process whenever a new lead is received from IndiaMART, and the action will create a corresponding lead in Salesforce.

3. Setting Up Trigger and Action in Pabbly Connect

In your newly created workflow, select IndiaMART as the trigger application. Choose ‘New Lead’ as the trigger event. This means that every time you receive a new lead through IndiaMART, Pabbly Connect will capture this information.

Once you select the trigger, you will be provided with a webhook URL. This URL is essential for connecting your IndiaMART account to Pabbly Connect. Copy this URL and head over to your IndiaMART seller account to set up the webhook.

• Navigate to the Lead Manager in your IndiaMART account.
• Select ‘Import/Export Leads’ and then ‘Push API’.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the copied webhook URL.

After entering the required details, save the settings. This establishes the connection between IndiaMART and Pabbly Connect, allowing it to receive lead information automatically.

4. Mapping Data to Salesforce in Pabbly Connect

With the trigger set up, the next step is to define the action in Salesforce. Select Salesforce as the action application and choose ‘Create Lead’ as the action event. This will create a new lead in Salesforce whenever a new lead is captured from IndiaMART.

To connect Salesforce with Pabbly Connect, click on ‘Connect’ and authorize the connection. You will need to provide access to Pabbly Connect to manage your Salesforce data. Once authorized, you can start mapping the data received from IndiaMART to the corresponding fields in Salesforce.

Map the lead’s first name, last name, and other relevant details from the IndiaMART lead to Salesforce fields. Ensure all required fields in Salesforce are filled correctly.

This data mapping ensures that every new lead from IndiaMART is accurately reflected in your Salesforce account, streamlining your lead management process.

5. Testing the Integration of IndiaMART and Salesforce

Once you have set up the trigger and action, it’s crucial to test the integration. Generate a test lead in your IndiaMART seller account. This will help you verify that the automation works as intended. After submitting the test lead, check your Salesforce account to see if the lead has been created successfully.

If everything is set up correctly, you should see the new lead appear in Salesforce with all the details mapped from IndiaMART. This confirms that Pabbly Connect is effectively bridging the gap between the two platforms, ensuring smooth lead management.

In conclusion, using Pabbly Connect to integrate IndiaMART leads into Salesforce allows tax consultancy services to manage inquiries efficiently. This automation saves time and enhances the ability to follow up with potential clients promptly.

Conclusion

By following the steps outlined in this tutorial, you can successfully integrate IndiaMART leads into Salesforce using Pabbly Connect. This process streamlines your lead management, ensuring that every inquiry is captured and followed up promptly, ultimately enhancing your business operations.