How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce for home appliances repair services 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. Accessing Pabbly Connect for Integration

To begin the process of adding IndiaMART leads to Salesforce, first, you need to access Pabbly Connect. This platform allows seamless integration between various applications without coding.

Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once there, you can sign in if you are an existing user or sign up for free if you are new. Signing up gives you 100 tasks free on a monthly basis, which is perfect for testing the integration.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create New Workflow’ button. This action will prompt you to set up a trigger and an action.

• Select ‘IndiaMART’ as the trigger application.
• Choose the trigger event, which is when a new lead is created.
• Set ‘Salesforce’ as the action application.
• Select the action event to create a new lead in Salesforce.

This setup ensures that every time a new lead is generated on IndiaMART, it will automatically trigger the creation of a lead in Salesforce.

3. Configuring IndiaMART Trigger

Next, you need to configure the IndiaMART trigger within Pabbly Connect. This involves connecting your IndiaMART account to Pabbly. You will need to provide a webhook URL generated by Pabbly Connect.

Log into your IndiaMART account and navigate to the ‘Lead Manager’. From there, select the option for ‘Import/Export Leads’ and then choose ‘Push API’. Here, you will enter the webhook URL provided by Pabbly Connect.

• Enter your CRM platform name as ‘Pabbly Connect’.
• Paste the webhook URL into the appropriate field.
• Complete the integration by clicking on ‘Save Details’.

After saving, ensure that the webhook is active by sending a test lead from IndiaMART to verify the connection.

4. Setting Up Salesforce Action

Now, it’s time to configure the Salesforce action in Pabbly Connect. This step involves connecting your Salesforce account to Pabbly Connect to allow for the creation of leads.

Click on the action step and select Salesforce as the application. You will need to log into your Salesforce account and authorize Pabbly Connect to access your data. Once authorized, you can map the fields from the IndiaMART lead to the corresponding fields in Salesforce.

Map the lead’s first name, last name, email, and phone number. Ensure all necessary fields are filled to create a complete lead. Click on ‘Save’ to finalize the setup.

Once you have mapped the fields and saved the action, you can send a test request to ensure that the lead is created successfully in Salesforce.

5. Testing the Integration

The final step is to test the entire integration process using Pabbly Connect. This ensures that every new lead captured from IndiaMART is accurately reflected in Salesforce.

Submit a test lead through your IndiaMART account. After submitting, check your Salesforce account to see if the lead appears as expected. If everything is set up correctly, the lead should be created automatically without any manual intervention.

This automation significantly reduces the time and effort required to manage leads, allowing you to focus on providing exceptional home appliances repair service.

Conclusion

In conclusion, using Pabbly Connect to integrate IndiaMART leads with Salesforce streamlines the process of managing enquiries for home appliances repair services. This automation enhances efficiency and ensures that no leads are missed.

By following the steps outlined in this tutorial, you can easily set up and manage your lead generation process effectively.