How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your garments business using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for IndiaMART and Salesforce Integration

Pabbly Connect is an essential tool for automating the process of adding IndiaMART leads to Salesforce for your garments business. By using Pabbly Connect, you can seamlessly integrate these two platforms and streamline your lead management.

This integration allows you to capture inquiries from your IndiaMART account and automatically create new leads in Salesforce. This not only saves time but also ensures that no potential customer is overlooked. In this section, we will explore how to access Pabbly Connect and set up the integration.

2. Accessing Pabbly Connect and Creating a Workflow

To get started with Pabbly Connect, first, visit the Pabbly Connect homepage by entering the URL Pabbly.com/connect in your browser. If you’re a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in.

• Sign up for a free account to get started.
• Log in to your Pabbly Connect account.
• Click on the ‘Create Workflow’ button.

Once logged in, you will see the dashboard where you can create a new workflow. Name your workflow ‘Add IndiaMART Leads to Salesforce’ and select a folder to save it in. This organization helps manage multiple workflows effectively.

3. Setting Up the Trigger with IndiaMART

In this step, we will set up the trigger to capture new leads from IndiaMART. Select IndiaMART as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Leads’ so that every time a new inquiry is made, it will trigger the workflow.

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 seller account with Pabbly Connect. Log into your IndiaMART seller account and navigate to the lead manager section.

• Click on Lead Manager and select Import/Export Leads.
• Choose Push API Integration and set the source as ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name.

Paste the webhook URL you copied earlier into the webhook listener URL field. Finally, click on save to establish the connection. This step is crucial as it allows Pabbly Connect to receive data from IndiaMART automatically.

4. Testing the Integration and Creating Leads in Salesforce

After setting up the trigger, it’s time to test the integration. You can generate a test lead by submitting an inquiry through your IndiaMART buyer account. Once the inquiry is submitted, Pabbly Connect will capture this lead and create a new entry in Salesforce automatically. using Pabbly Connect

To do this, return to your Pabbly Connect dashboard and check for the response from the webhook. You should see a successful response indicating that the lead has been captured. Now, switch to your Salesforce account and refresh the page to see if the new lead has been created.

Check for the lead details such as name, company, and contact information. Ensure all relevant details are correctly populated in Salesforce.

If everything is set up correctly, you will see the new lead in Salesforce reflecting the inquiry made in IndiaMART. This confirms that Pabbly Connect is functioning as intended, automating the lead transfer process.

5. Finalizing the Automation in Pabbly Connect

Now that we have confirmed that the integration works, the final step is to map the data fields from the IndiaMART leads to Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application and choose the action event as ‘Create Lead’. using Pabbly Connect

Map the necessary fields such as last name, email, and phone number using the data captured from the IndiaMART leads. This mapping ensures that every new inquiry is accurately reflected in Salesforce, maintaining the integrity of your sales data.

Map the lead name to the last name field in Salesforce. Fill in other optional fields as necessary.

Once you have completed mapping, click on the save button to finalize the automation. This will ensure that any future leads generated through IndiaMART will automatically create corresponding entries in Salesforce, streamlining your lead management process.

Conclusion

In conclusion, integrating IndiaMART leads into Salesforce using Pabbly Connect can significantly enhance your garments business’s efficiency. By following these steps, you can automate the lead transfer process, ensuring that every inquiry is captured and organized seamlessly. This allows you to focus on converting leads into sales without the hassle of manual entry.