How to Capture IndiaMART Leads in Zoho CRM Automatically Using Pabbly Connect

Learn how to automatically capture IndiaMART leads in Zoho CRM using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To capture IndiaMART leads in Zoho CRM automatically, first, you need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com and signing into your account. If you are a new user, you can sign up for free and get access to 100 tasks monthly.

Once signed in, navigate to the Pabbly apps page and select Pabbly Connect. This will take you to the dashboard where you can manage your workflows. Creating an effective automation workflow requires a straightforward setup process that Pabbly Connect simplifies significantly.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will then be prompted to choose between the classic and modern workflow builders. For this tutorial, select the classic option. Name your workflow, for example, ‘Capture IndiaMART Leads in Zoho CRM Automatically’.

• Choose a folder for your workflow, such as ‘IndiaMART Automations’.
• Click on ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see two boxes: one for the trigger and another for the action. The trigger will detect when a new lead is received from IndiaMART, and the action will add that lead to your Zoho CRM automatically using Pabbly Connect.

3. Setting Up the Trigger for IndiaMART Leads

To set up the trigger, select IndiaMART as the trigger application in Pabbly Connect. Choose ‘New Leads’ as the trigger event. This setup will allow Pabbly Connect to monitor IndiaMART for any new leads that come in.

Next, you need to establish a connection between Pabbly Connect and IndiaMART by using a webhook URL provided by Pabbly Connect. Navigate to your IndiaMART dashboard, go to Lead Manager, and select ‘Import/Export Leads’. Then, click on ‘Push API’.

• Select ‘Other’ as the source in the dropdown menu.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook listener URL from Pabbly Connect and save the details.

After saving, you will need to generate an OTP to complete the connection setup. Once the OTP is verified, the webhook URL will be successfully added to IndiaMART, allowing Pabbly Connect to listen for new leads.

4. Testing the Connection Between IndiaMART and Pabbly Connect

To ensure that the connection is working, you need to perform a test submission. This involves generating a lead in IndiaMART and observing the response in Pabbly Connect. Go back to your IndiaMART dashboard and create a new lead with sample data.

As you submit the test data, check your Pabbly Connect workflow. You should see a successful response indicating that the lead data has been captured. The details will include the unique query ID, city, state (Uttar Pradesh), phone number, and other relevant information.

Verify that the status shows as ‘success’. Ensure all lead details are correctly displayed in Pabbly Connect.

This successful test confirms that Pabbly Connect is properly receiving leads from IndiaMART, setting the stage for the final integration step with Zoho CRM.

5. Integrating Zoho CRM with Pabbly Connect

The last step is to connect Zoho CRM to Pabbly Connect. In the action application, select Zoho CRM and choose ‘Insert or Update Record’ as the action event. If you do not have an existing connection, click on ‘Add New Connection’.

Enter your Zoho domain (e.g., zoho.in) and click ‘Save’. After granting permissions, you will be able to map the fields from the lead data received from IndiaMART to the corresponding fields in Zoho CRM.

Select the module name as ‘Leads’. Map the details such as sender company name, first name, last name, email address, and phone number. Ensure to use mapping to keep the fields dynamic.

Finally, click on ‘Save and Send Test Request’. If the setup is correct, you’ll receive a positive response, confirming that the lead has been successfully created in Zoho CRM through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to capture IndiaMART leads in Zoho CRM automatically using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and ensure that no potential customer is missed. Automating this workflow saves time and enhances efficiency in handling leads.