How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for web development services using Pabbly Connect. Step-by-step tutorial 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. Setting Up Pabbly Connect for Integration

To add IndiaMART leads to Salesforce, the first step is to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

Once logged in, navigate to the dashboard and select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the Pabbly Connect dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner to begin the integration process.

2. Creating a Workflow in Pabbly Connect

When creating a workflow, you will be prompted to name it. For this integration, name your workflow ‘Add IndiaMART Leads to Salesforce for Web Development Services’. Next, select a folder to save your workflow in. Choose a folder that is relevant to your automation, such as ‘IndiaMART Automations’. using Pabbly Connect

• Name your workflow appropriately.
• Select the relevant folder for organization.

After naming and selecting the folder, click on the ‘Create’ button. This will set up your workflow where you will define the trigger and action for your integration. The trigger will be set to capture new leads from IndiaMART, while the action will be to create those leads in Salesforce.

3. Setting Up the Trigger with IndiaMART

The next step is to set up the trigger in your Pabbly Connect workflow. Select IndiaMART as the trigger application and choose the event ‘New Leads’. This means that whenever a new lead is generated in your IndiaMART account, it will trigger the workflow.

Once you select the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL and log into your IndiaMART account. Navigate to the Lead Manager section and select ‘Push API’ from the import/export options. Here, paste the webhook URL into the designated field and save the settings.

4. Testing the Trigger in Pabbly Connect

After setting up the webhook in IndiaMART, return to your Pabbly Connect workflow. To test if the connection is successful, click on the ‘Test Webhook URL’ button. This action will send test data to Pabbly Connect, allowing you to confirm that the integration is working correctly.

If the test is successful, you will see the test lead data captured in the trigger status section of your workflow. This data will include essential details like the lead’s name, contact information, and inquiry specifics, confirming that IndiaMART is now integrated with Pabbly Connect.

5. Setting Up the Action to Create Leads in Salesforce

Now that the trigger is set up, the next step is to configure the action. For the action application, select Salesforce and choose the action event ‘Create Lead’. This step will allow you to automatically create a new lead in Salesforce whenever a new lead is captured from IndiaMART. using Pabbly Connect

Click on the connect button to authorize Pabbly Connect to access your Salesforce account. After authorizing, you will need to map the lead data from the previous step to the fields in Salesforce. This includes the lead’s name, email, phone number, and other relevant information.

• Map the lead’s name to the corresponding Salesforce field.
• Ensure all required fields in Salesforce are filled with data from IndiaMART.

Once all fields are mapped correctly, click on the ‘Save and Test Request’ button. This action will create a new lead in your Salesforce account, confirming that the integration is successful. Refresh your Salesforce leads page to see the new lead added automatically.

Conclusion

By following this tutorial, you can successfully integrate IndiaMART leads into Salesforce using Pabbly Connect. This automation saves time and ensures that all leads are captured and managed effectively in your CRM. With Pabbly Connect, you can streamline your workflow and focus more on growing your web development services business.