How to Automatically Update HubSpot CRM with IndiaMART Leads Using Pabbly Connect

Learn how to automatically update HubSpot CRM with IndiaMART leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically update HubSpot CRM with IndiaMART leads, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and navigating to the Pabbly Connect section.

Once on the homepage, you can either sign up for a free account or log in if you already have one. After logging in, you will see a dashboard where you can start creating your automation workflows.

2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. This initiates the process of setting up your automation.

• Select a name for your workflow, such as ‘Automatically Update HubSpot CRM with IndiaMART Leads’.
• Choose a folder to organize your workflow. You can create a new folder or select an existing one.

After naming your workflow and selecting the appropriate folder, you will be directed to the workflow builder. Here, you will set up the trigger and actions for your automation.

3. Setting Up the Trigger for IndiaMART Leads

To begin the automation process, you need to set up the trigger in Pabbly Connect. Select ‘IndiaMART’ as your trigger application and choose the event as ‘New Leads’. This will ensure that every time a new lead is received, the workflow is activated.

Once you have selected the trigger, you will be provided with a webhook URL. Copy this URL as it will be used to connect your IndiaMART account with Pabbly Connect.

4. Configuring IndiaMART to Send Leads

Now, you need to configure your IndiaMART account to send leads to the webhook URL provided by Pabbly Connect. Log in to your IndiaMART account and navigate to the lead management section.

• Select the option for importing or exporting leads.
• Choose to push API and select the source as ‘Other’.
• Enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL.

After entering the required details, save the configuration. This allows IndiaMART to send new lead data directly to your Pabbly Connect workflow.

5. Creating a HubSpot Contact Automatically

Finally, you will set up the action in Pabbly Connect to create a new contact in HubSpot CRM whenever a new lead is received from IndiaMART. Select ‘HubSpot’ as the action application and choose ‘Create Contact’ as the action event.

Map the fields from the lead data that you received from IndiaMART to the corresponding fields in HubSpot. This includes details such as the lead’s name, email, and phone number. Once mapping is complete, save the workflow.

Conclusion

In this tutorial, we demonstrated how to automatically update HubSpot CRM with IndiaMART leads using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance your response times effectively.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that you never miss a lead from IndiaMART, allowing for timely follow-ups and improved conversion rates.