How to Alert Sales Team on Slack for New IndiaMART Wholesale Lead Using Pabbly Connect

Learn how to integrate IndiaMART with Slack to alert your sales team about new wholesale leads using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To alert your sales team on Slack for new IndiaMART wholesale leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get access to 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of notifying your sales team. Click on the ‘Create Workflow’ button to start setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect specifically for alerting your sales team. Select the classic workflow builder for a familiar interface. Name your workflow something descriptive, like ‘Alert Sales Team on Slack for New IndiaMART Wholesale Lead’.

After naming your workflow, choose the appropriate folder for organization. You can create a new folder if needed. Once you have set up the basic details, your workflow is ready to be configured with triggers and actions.

• Select ‘IndiaMART’ as the trigger application.
• Choose the trigger event as ‘New Lead’.
• Set up the action application as ‘Slack’.

Now that you have your workflow set up, you can proceed to configure the trigger and action steps to complete your integration.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select the trigger event, which is ‘New Lead’ from IndiaMART. You will be provided with a webhook URL that will act as a bridge between IndiaMART and Pabbly Connect.

Copy this webhook URL and head over to your IndiaMART dashboard. Here, you will configure the webhook under the lead management section. Paste the URL into the designated field and save your changes. This step is crucial as it allows IndiaMART to send lead data to Pabbly Connect whenever a new lead is generated.

• Access the lead management settings in IndiaMART.
• Locate the webhook integration section.
• Paste the Pabbly Connect webhook URL and save the configuration.

After saving, you can test the webhook to ensure it is functioning correctly and that Pabbly Connect is receiving the lead data.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. Choose Slack as the action application. You will then select the action event as ‘Send Channel Message’ to notify your sales team.

During this setup, you will need to connect your Slack account to Pabbly Connect. This requires granting permission for Pabbly Connect to access your Slack workspace. Follow the prompts to authenticate your Slack account and choose the channel where you want the notifications to be sent.

Select the specific Slack channel for notifications. Compose the message format, including lead details like name, email, and product. Map the fields from the IndiaMART response to your Slack message.

After completing the action setup, you can send a test message to confirm everything is working as expected. This test will help verify that the integration between IndiaMART and Slack via Pabbly Connect is functioning correctly.

5. Testing and Activating the Workflow

The final step is to test and activate your workflow in Pabbly Connect. After configuring both the trigger and action steps, you should run a test to ensure that the integration works flawlessly. This involves sending a test lead from IndiaMART and checking if the notification appears in your selected Slack channel.

Once you confirm that the test message is received correctly, you can activate the workflow. This will enable the automation to run continuously, alerting your sales team about every new lead received from IndiaMART.

Monitor the workflow for any errors or issues. Adjust settings as needed based on feedback or performance. Ensure that team members are aware of the new lead notifications.

By following these steps, you have successfully set up an automated alert system for your sales team using Pabbly Connect, ensuring they are promptly notified about new wholesale leads from IndiaMART.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate IndiaMART with Slack for alerting your sales team about new wholesale leads. By following the detailed steps, you can automate the notification process and enhance your team’s responsiveness to new leads.

Utilizing Pabbly Connect not only saves time but also improves communication within your sales team. Implement this integration today to streamline your lead management process!