How to Add IndiaMART Leads to Salesforce for Biotechnology Services Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for biotechnology services using Pabbly Connect. Step-by-step guide included! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see the Pabbly apps window. From here, select Pabbly Connect by clicking the ‘Access Now’ button. This will take you to the Pabbly Connect dashboard where you can create your workflow for integrating IndiaMART with Salesforce.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for the workflow name and folder selection.

• Workflow Name: ADD IndiaMART Leads to Salesforce for Biotechnology Services
• Select Folder: Choose the folder where you want to save this workflow.

After entering the workflow name and selecting the folder, click the ‘Create’ button. You will now see two windows labeled ‘Trigger’ and ‘Action’. These are essential components of your automation process with Pabbly Connect.

3. Setting Up the Trigger with IndiaMART

In this step, you will set up the trigger for your workflow in Pabbly Connect. Choose IndiaMART as the trigger application and select ‘New Leads’ as the trigger event. This setup will allow Pabbly Connect to capture new leads generated in your IndiaMART account.

Once you select the trigger application and event, Pabbly Connect will provide a unique webhook URL. Copy this URL, as you will need it to connect your IndiaMART account. Log in to your IndiaMART account and navigate to the Lead Manager section, then select the ‘Push API’ option to integrate with Pabbly Connect.

4. Configuring IndiaMART to Connect with Pabbly Connect

In the Push API integration page of your IndiaMART account, choose ‘Other’ as the source and enter ‘Pabbly Connect’ as the platform name. Paste the copied webhook URL in the designated field and click on the ‘Save’ button to establish the connection. This step ensures that leads generated in IndiaMART are sent to Pabbly Connect.

After saving, return to your workflow in Pabbly Connect and generate a test lead in your IndiaMART account to verify the connection. Once the test lead is generated, Pabbly Connect should capture the lead details, confirming that the integration is successful.

5. Setting Up Action to Create Leads in Salesforce

Now, you will set up the action step in your workflow to create a lead in Salesforce using Pabbly Connect. Select Salesforce as the action application and choose ‘Create Lead’ as the action event. Click on the ‘Connect’ button to authorize your Salesforce account with Pabbly Connect.

After authorizing, you will need to map the lead details from the previous step into the Salesforce fields. This includes mapping the first name, last name, company name, email, and other relevant details. Once all fields are mapped, click on the ‘Save and Send Test Request’ button to create the lead in Salesforce.

Upon successful creation, you can check your Salesforce account to see the newly created lead. This process demonstrates how Pabbly Connect effectively automates the transfer of leads from IndiaMART to Salesforce, streamlining your lead management for biotechnology services.

Conclusion

In this tutorial, we explored how to add IndiaMART leads to Salesforce using Pabbly Connect. By automating this process, you can efficiently manage your leads without manual data entry, ensuring that no inquiries are missed. This integration not only saves time but also enhances your workflow for biotechnology services.