How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect in this step-by-step tutorial for your cookies business. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce, first access Pabbly Connect. Visit the Pabbly Connect homepage by navigating to the URL Pabbly.com/connect in your browser. Here, you can either sign in or sign up for a new account. If you are a new user, click on ‘Sign Up Free’ to create your account and receive 100 free tasks every month.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can create a new workflow by clicking the ‘Create Workflow’ button located in the top right corner. This is the first step to automate the process of transferring leads from IndiaMART to Salesforce.

2. Creating the Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. Enter a descriptive name such as ‘Add IndiaMART Leads to Salesforce for Cookies Business’. Next, select a folder to save your workflow; you can create a new folder if needed. using Pabbly Connect

• Name your workflow appropriately.
• Choose an existing folder or create a new one.

Click the ‘Create’ button to finalize the workflow creation. Now, you will set up the trigger and action for your automation. The trigger will be set to capture new leads from IndiaMART, while the action will create a corresponding lead in Salesforce.

3. Setting Up Trigger and Action in Pabbly Connect

In your newly created workflow, the first step is to set up the trigger. Select IndiaMART as your trigger application and choose the event ‘New Leads’. This will ensure that whenever a new lead comes through IndiaMART, Pabbly Connect will capture it.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your IndiaMART account. Log into your IndiaMART seller account and navigate to the Lead Manager section. From there, select ‘Import/Export Leads’ and then ‘Push API’.

• Select the source as ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL in the designated field.

After entering the necessary details, click ‘Save Details’. This connects your IndiaMART account to Pabbly Connect, allowing it to receive new lead data automatically.

4. Testing the Setup with a Test Lead

To ensure that your integration works correctly, you will need to test the setup. Generate a test lead in your IndiaMART account by submitting a query. This query can be anything relevant to your cookies business, such as a request for bulk orders or pricing details.

After submitting the test lead, return to Pabbly Connect to check if the webhook response has been received. You should see a successful response indicating that the lead has been captured. This confirms that the connection between IndiaMART and Salesforce via Pabbly Connect is functioning properly.

5. Finalizing the Integration with Salesforce

Now that the trigger is set up and tested, it’s time to configure the action in your workflow. Select Salesforce as the action application and choose the action event ‘Create a Lead’. This will allow Pabbly Connect to create a new lead in Salesforce whenever a new lead is received from IndiaMART.

Connect your Salesforce account by clicking on ‘Connect with Salesforce’. Once connected, map the data fields from the trigger step to the corresponding fields in Salesforce. This includes mapping the lead’s name, email, phone number, and other relevant details.

Map lead’s name to the first name and last name fields. Map lead’s email and phone number appropriately.

After mapping all necessary details, click ‘Save and Send Test Request’. You should receive a success message indicating that the lead has been created in Salesforce. This completes the integration process, ensuring that all future leads from IndiaMART are automatically added to your Salesforce account via Pabbly Connect.

Conclusion

In this tutorial, we explored how to add IndiaMART leads to Salesforce using Pabbly Connect. By following the detailed steps, you can automate your lead management process, ensuring no inquiries are missed and improving your overall business efficiency.