How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce for your UX agency using Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin adding IndiaMART leads to Salesforce, first, you need to access Pabbly Connect. Visit the official Pabbly website and sign in or sign up for a free account. This platform allows you to automate tasks without any coding skills.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create New Workflow’ button. This action starts the process of integrating IndiaMART with Salesforce through Pabbly Connect.

2. Creating the Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to set up your workflow. You will see two boxes: one for the trigger and another for the action. The trigger is the event that starts the workflow. In this case, when a new lead is received from IndiaMART, it will trigger the action to create a lead in Salesforce.

• Click on the ‘Create New Workflow’ button.
• Select IndiaMART as your trigger application.
• Choose the trigger event as ‘New Lead’.

After setting up the trigger, you need to connect your IndiaMART account with Pabbly Connect. This is done by providing the required API details from your IndiaMART account. Once the connection is established, you can proceed to configure the action step.

3. Configuring the Action Step for Salesforce

Now that your trigger is set, the next step is to configure the action that will take place in Salesforce. In the action application box, select Salesforce and then choose the action event ‘Create Lead’. This action will ensure that every new lead from IndiaMART is added to your Salesforce account automatically.

To connect Salesforce with Pabbly Connect, you will need to log into your Salesforce account and authorize the connection. After successful authorization, map the fields from the IndiaMART lead to the corresponding fields in Salesforce.

• Map the lead name to the Salesforce lead name field.
• Ensure the email address and phone number fields are also mapped correctly.

Once all the fields are mapped, click on ‘Save and Send Test Request’ to ensure the integration works correctly. This step will send a test lead from IndiaMART to Salesforce through Pabbly Connect.

4. Testing the Integration

After configuring the action step, it’s crucial to test the integration to confirm everything is functioning as intended. Go back to your IndiaMART account and submit a dummy lead inquiry. This will trigger the workflow you created in Pabbly Connect.

Check your Salesforce account to see if the lead has been created successfully. If everything is set up correctly, you should see the new lead populated with the information you mapped earlier.

This testing phase is essential to ensure that the automation between IndiaMART and Salesforce through Pabbly Connect works seamlessly. If the lead appears in Salesforce, your integration is successful!

5. Finalizing the Setup

Once you confirm that the integration works, you can finalize your setup in Pabbly Connect. Make sure to enable the workflow to keep it active. This way, every new lead inquiry from IndiaMART will automatically be added to Salesforce without any manual intervention.

Additionally, you can customize the workflow further by adding filters or additional actions if needed. This flexibility allows you to tailor the integration to suit your agency’s specific needs.

In conclusion, using Pabbly Connect to integrate IndiaMART leads into Salesforce is a straightforward process that enhances your agency’s efficiency. By automating lead management, you can focus more on converting leads rather than managing them manually.

Conclusion

In this tutorial, we learned how to use Pabbly Connect to automate the addition of IndiaMART leads to Salesforce for a UX agency. This integration streamlines the lead management process, ensuring that no inquiries are missed and enhancing productivity.