How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for Digital Flex Printing Services using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, start by accessing Pabbly Connect. First, go to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month, making it easy to get started.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create a new workflow. Follow these steps to initiate the integration process:

• Go to the top right corner and click on ‘Create Workflow’.
• Name your workflow, for instance, ‘Add IndiaMART Leads to Salesforce’.
• Select a folder to save your workflow.

By following these steps, you will successfully set up the groundwork for integrating IndiaMART leads into Salesforce using Pabbly Connect.

2. Setting Up the Trigger for IndiaMART Leads

Next, it is essential to set up the trigger in your Pabbly Connect workflow. The trigger will initiate the process whenever a new lead is generated in your IndiaMART account. Select IndiaMART as the trigger application and choose the event as ‘New Leads’.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL to connect your IndiaMART account. To do this, log into your IndiaMART account and navigate to the Lead Manager section. Click on the menu button and select ‘Import/Export Leads’, then go to the Push API section where you will configure the webhook.

• Select ‘Other’ as the source platform.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL in the URL field.

By completing these steps, you will successfully set up the trigger for capturing leads from IndiaMART using Pabbly Connect.

3. Testing the Trigger Connection

Once the webhook is configured, it’s crucial to test the connection to ensure everything is set up correctly. In Pabbly Connect, the workflow will show ‘Waiting for webhook response’. To test, generate a test lead in your IndiaMART account.

To create a test lead, navigate to your IndiaMART user account and select a dummy product. Click on the ‘Contact Supplier’ button and fill in the inquiry message. After submitting the inquiry, return to Pabbly Connect and check if the test lead’s details have been captured successfully.

Ensure the response includes details such as lead ID, name, and inquiry message. Verify that the status shows success in the webhook response.

Once the test lead is captured, it confirms that the connection between IndiaMART and Pabbly Connect is working effectively.

4. Setting Up the Action in Salesforce

Now that the trigger is set up, the next step is to configure the action in Salesforce. In Pabbly Connect, select Salesforce as the action application and choose ‘Create Lead’ as the action event. Click on the connect button to authorize the Salesforce account.

After connecting, Pabbly Connect will prompt you to fill in the details required to create a lead in Salesforce. You will need to map the fields from the previous step to ensure that the lead details are correctly transferred. This includes mapping the first name, last name, company name, and contact details.

Map the first name and last name from the lead response. Set the title as ‘New Lead’ and specify the source as ‘IndiaMART Lead’. Fill in the address, city, and other required fields.

Completing these mappings ensures that every new lead generated in IndiaMART is automatically added to Salesforce through Pabbly Connect.

5. Finalizing the Integration and Verifying Leads

After mapping all the necessary fields, click on the ‘Save and Test Request’ button in Pabbly Connect. This will send the lead information to Salesforce. Once you receive a positive response, check your Salesforce account to confirm that the new lead has been created.

Refresh the leads page in Salesforce, and you should see the new lead listed with all the details you mapped. This confirms that the integration is successful and that Pabbly Connect is effectively automating the process of adding IndiaMART leads to Salesforce.

Verify that all lead details match the inquiry submitted from IndiaMART. Check the status and ensure it reflects the correct information.

This step finalizes the integration process, allowing you to manage your leads more efficiently using Pabbly Connect.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines the management of inquiries for Digital Flex Printing Services. By following the steps outlined in this tutorial, you can automate lead capture, ensuring no potential orders are missed and enhancing customer relationships effectively.