How to Notify Your Sales Team via MS Teams for New IndiaMART Inquiry Using Pabbly Connect

Learn how to automate notifications to your sales team via MS Teams for new inquiries from IndiaMART using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate notifications for new inquiries from IndiaMART, we will use Pabbly Connect as the central platform. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. Once there, you can either sign in if you are an existing user or sign up for free if you are new.

After logging in, you will be directed to the Pabbly Connect dashboard. Here, you will see various applications available to integrate. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your workflow. This is crucial for connecting IndiaMART with Microsoft Teams.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow using Pabbly Connect to notify your sales team. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to choose between the new beta method or the classic method; select the classic method for this tutorial.

• Enter the workflow name: ‘Notify Sales Team via MS Teams for New IndiaMART Inquiry’.
• Choose a folder from the available options.
• Click the ‘Create’ button to finalize the workflow setup.

Once created, you will see two windows: the trigger window and the action window. The trigger window is where you will set the event that initiates the workflow, while the action window will define what happens next. This step is vital for ensuring your sales team is notified promptly.

3. Configuring the Trigger Event with IndiaMART

Now, we will set up the trigger for our workflow using Pabbly Connect. In the trigger application section, select ‘IndiaMART’. The trigger event we need is ‘New Leads’. This means that every time a new lead is generated in your IndiaMART account, it will trigger the automation.

After selecting the trigger event, you will receive a unique webhook URL. Copy this URL, as it will be used to connect your IndiaMART account to Pabbly Connect. Now, log into your IndiaMART account and navigate to the ‘Lead Manager’ section.

• Go to ‘Import/Export Leads’ and select ‘Push API’ from the dropdown.
• In the source dropdown, select ‘Other’ and enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL and click on the ‘Save’ button.

This configuration allows IndiaMART to send lead data to Pabbly Connect, enabling the workflow to function seamlessly.

4. Setting Up the Action Step in Microsoft Teams

After successfully configuring the trigger, we will now set up the action step using Pabbly Connect. In the action application section, select ‘Microsoft Teams’ and choose the action event ‘Send Message in a Channel’. This action will notify your sales team in the specified Teams channel.

Next, click the ‘Connect’ button and authorize Pabbly Connect to access your Microsoft Teams account. Once authorized, select the appropriate team and channel where you want to send notifications. In this case, choose the ‘New Leads Alert’ channel.

Compose the message in HTML format, including lead details. Map the necessary data fields from the previous step, such as lead name, company, contact information, and inquiry message.

This step ensures that your sales team receives comprehensive information about new inquiries, allowing them to respond quickly.

5. Testing and Verifying the Integration

Now that the action step is set up, it’s time to test the integration using Pabbly Connect. Go back to the trigger window and click on the ‘Test’ button to send test data to your webhook URL. This will simulate a new lead being generated in IndiaMART.

Once the test data is sent successfully, check your Microsoft Teams channel for the notification. You should see a message indicating that a new IndiaMART inquiry has been received, complete with all relevant details. This confirms that the integration is working as intended.

If the test is successful, you will see the lead details in the Teams channel. If there are issues, revisit the steps to ensure proper configuration.

With this, you have successfully set up an automated notification system using Pabbly Connect to keep your sales team informed of new inquiries from IndiaMART.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications for new inquiries from IndiaMART to your sales team via Microsoft Teams. By following these steps, you can streamline your lead management process and ensure timely responses to potential customers. This integration not only saves time but also enhances team collaboration and efficiency.