How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads with Salesforce for biofertilizer using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add IndiaMART leads to Salesforce for biofertilizer, first access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly without coding skills.

Begin by visiting the Pabbly Connect website. If you are an existing user, click on the ‘Sign In’ button located at the top right corner. If you are new, select ‘Sign Up for Free’ to create an account, which gives you access to 100 free tasks monthly.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to your dashboard. Here, you will create a new workflow to connect IndiaMART and Salesforce. Click on ‘Create New Workflow’ and name it appropriately, such as ‘IndiaMART to Salesforce Leads’.

• Select ‘Trigger’ as the first step of your workflow.
• Choose IndiaMART as the trigger application.
• Set the trigger event to ‘New Lead’.

After selecting the trigger, you will need to connect your IndiaMART account to Pabbly Connect. This connection will allow Pabbly Connect to receive data from IndiaMART whenever a new lead is generated.

3. Setting Up IndiaMART Connection

To set up the IndiaMART connection, you will be provided with a webhook URL by Pabbly Connect. Copy this URL and head to your IndiaMART seller dashboard.

In your IndiaMART account, go to the ‘Lead Manager’ section. Click on the three dots to access ‘Import/Export Leads’, then select ‘Push API’. Here, you will need to paste the webhook URL into the designated field and save the details.

• Select your CRM platform name as Pabbly Connect.
• Enter the reason for connecting, e.g., ‘To assign leads to my sales team’.
• Generate an OTP for verification.

After entering the OTP, verify the connection. Once confirmed, Pabbly Connect will be ready to receive leads from IndiaMART.

4. Adding Leads to Salesforce

Now that your IndiaMART leads are connected to Pabbly Connect, the next step is to set up Salesforce as the action application. In your Pabbly Connect workflow, select Salesforce as the action application.

Choose the action event as ‘Create Lead’. You will need to authenticate your Salesforce account with Pabbly Connect to allow data transfer. Once authenticated, map the fields from IndiaMART to the corresponding fields in Salesforce.

Map the first name, last name, email, and phone number from the lead response. Ensure all required fields in Salesforce are filled correctly. Click ‘Save and Send Test Request’ to check the integration.

After testing, you should see a successful response confirming that the lead has been created in Salesforce. This automation will save you time and ensure that all leads are captured efficiently.

5. Conclusion

In conclusion, using Pabbly Connect to integrate IndiaMART leads with Salesforce allows for seamless data transfer and automation. This process not only saves time but also ensures that all inquiries are managed effectively.

By following these steps, you can automate your workflow and enhance your biofertilizer business operations. Start using Pabbly Connect today for all your integration needs!