How to Automatically Add New Leads from IndiaMART to Zoho CRM Using Pabbly Connect

Learn how to automatically add new leads from IndiaMART to Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 automatically add new leads from IndiaMART to Zoho CRM, you will first need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect landing page by searching for Pabbly.com/connect.

Once on the Pabbly Connect page, you will see options for signing in or signing up. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click ‘Sign In’ to access their accounts and start creating the integration.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button. This action allows you to set up the automation that connects IndiaMART and Zoho CRM. using Pabbly Connect

• Select the ‘New Workflow’ builder for a modern interface.
• Name your workflow and choose a folder to save it.
• Click ‘Create’ to proceed to the workflow window.

In the workflow window, you will set up the trigger and action. The trigger will be IndiaMART, and the action will be Zoho CRM. This setup ensures that whenever a new lead is generated in IndiaMART, the details will be automatically sent to Zoho CRM.

3. Setting Up the Trigger for New Leads

To set up the trigger, click on ‘Add Trigger’ and search for IndiaMART. Select IndiaMART as the trigger application and choose the event as ‘New Leads’. Click ‘Connect’ to establish the connection. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be needed to link IndiaMART to Pabbly Connect. Next, log in to your IndiaMART account and navigate to the Lead Manager section. Here, go to ‘Import and Export Leads’ and then ‘Push API’.

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

After saving the details, you will be prompted to enter the reason for transferring leads. Click on ‘Generate OTP’ to receive an OTP for verification and complete the setup.

4. Connecting Zoho CRM as Action Application

Once the trigger is set up, you will now add the action application. Click on ‘Add Action’ and search for Zoho CRM. Select it and choose the event ‘Create a Contact’. Click ‘Connect’ to establish the connection. using Pabbly Connect

You will need to provide your Zoho CRM domain, which can be found in your Zoho account settings. After entering the domain, click ‘Save’. Grant the necessary permissions for Pabbly Connect to access your Zoho CRM data.

Select ‘Advertisement’ as the lead source. Map the required fields from IndiaMART to Zoho CRM. Click ‘Save and Send Test Request’ to verify the setup.

If everything is set up correctly, you will receive a confirmation message indicating that the lead details have been successfully added to your Zoho CRM.

5. Testing the Integration and Final Steps

To ensure the integration works as intended, perform a test by generating a new lead in IndiaMART. This action should trigger the webhook and send the lead details to Zoho CRM automatically. using Pabbly Connect

After the test, check your Zoho CRM to confirm that the new lead has been added with the correct details. You should see the lead’s name, email, and phone number reflected in your contacts list.

With Pabbly Connect, you have successfully automated the process of adding new leads from IndiaMART to Zoho CRM. This integration eliminates manual data entry and allows your sales team to follow up with leads more efficiently.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add new leads from IndiaMART to Zoho CRM. By following these steps, you can streamline your lead management process and enhance your business efficiency.