How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads with Salesforce for stationary designing services using Pabbly Connect. Follow our step-by-step tutorial for automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an automation platform designed to integrate various applications effortlessly. In this tutorial, we will explore how to use Pabbly Connect to add IndiaMART leads to Salesforce for stationary designing services.

By automating this process, you can efficiently manage your leads and inquiries without manual intervention. This integration will ensure that every new lead from IndiaMART is automatically added as a contact in Salesforce, streamlining your workflow.

2. Setting Up Your Pabbly Connect Account

To begin, navigate to the Pabbly Connect homepage by entering the URL in your browser. Here, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account.

After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect. Existing users can simply sign in to access their dashboard and start creating workflows.

3. Creating a New Workflow in Pabbly Connect

Once logged into your Pabbly Connect account, click on the ‘Create Workflow’ option. A dialog box will appear asking you to name your workflow. Enter a suitable name, such as ‘Add IndiaMART Leads to Salesforce for Stationary Designing Service.’ Select the appropriate folder for this automation. using Pabbly Connect

After naming your workflow, you will see two main sections: Trigger and Action. The trigger defines when the automation starts, while the action specifies what happens next. In this case, our trigger will be set to capture new leads from IndiaMART, and the action will be to add those leads to Salesforce.

4. Configuring the Trigger with IndiaMART

To set up the trigger, select IndiaMART as your trigger application. Choose the trigger event that indicates a new lead has been received. Pabbly Connect will provide you with a webhook URL that you need to copy.

Next, log into your IndiaMART account and navigate to the Lead Manager section. Under Import/Export leads, select Push API to set up the connection. You will paste the webhook URL from Pabbly Connect into the appropriate field. After saving the details, activate the webhook.

• Copy the webhook URL from Pabbly Connect.
• Navigate to Lead Manager in IndiaMART.
• Select Push API and paste the webhook URL.

Once the webhook is activated, Pabbly Connect will be ready to capture new lead responses from IndiaMART.

5. Connecting Salesforce to Pabbly Connect

After setting up the trigger, it’s time to connect Salesforce. In the action step of your workflow, select Salesforce as the action application. Choose the action event to create a new contact. If you have not connected Salesforce before, you will need to authorize the connection.

Once connected, map the fields from the lead response to the Salesforce contact fields. This includes the lead’s name, email, phone number, and any other relevant details. After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the lead is added successfully to Salesforce.

• Select Salesforce as the action application.
• Map the lead fields to Salesforce contact fields.
• Click ‘Save and Send Test Request’ to complete the process.

After successfully adding the lead to Salesforce, your integration is complete. From now on, every new lead from IndiaMART will be automatically added to your Salesforce account through Pabbly Connect, allowing you to manage your leads effectively.

Conclusion

This tutorial has guided you through the process of integrating IndiaMART leads with Salesforce using Pabbly Connect. By automating this workflow, you can efficiently manage your leads and inquiries, ensuring a streamlined process for your stationary designing services.