How to Add IndiaMART Leads to Salesforce Using Pabbly Connect for Nutrition Supplements

Learn how to automate adding IndiaMART leads to Salesforce for nutrition supplements using Pabbly Connect. Step-by-step guide with detailed instructions. 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 start automating the process of adding IndiaMART leads to Salesforce, you first need to access Pabbly Connect. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once there, you will find options to either sign in or sign up.

If you are a new user, click on ‘Sign up for free’ to create an account, which provides you with 100 free tasks monthly. Existing users should select ‘Sign in’ to access their dashboards. Once logged in, you can create a new workflow for integrating IndiaMART with Salesforce.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the dashboard will display your existing workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Add IndiaMART Leads to Salesforce for Nutrition Supplements’, and select the appropriate folder to save it.

• Click the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the folder for saving the workflow.

Once you create the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to IndiaMART, and the action will be set to Salesforce. This setup ensures that every time a new lead is generated in IndiaMART, it will automatically be added to Salesforce.

3. Setting Up the Trigger for IndiaMART Leads

In this step, you need to configure the trigger for your workflow in Pabbly Connect. Select IndiaMART as your trigger application and choose the event ‘New Leads’. This indicates that whenever a new lead is generated on IndiaMART, it will trigger the workflow.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between IndiaMART and Pabbly Connect. You will need to copy this URL and paste it into your IndiaMART account under the push API settings.

• Select ‘New Leads’ as the trigger event.
• Copy the provided webhook URL.
• Paste the webhook URL in your IndiaMART account settings.

Once the webhook is set up, perform a test submission in IndiaMART to ensure that Pabbly Connect captures the lead details successfully. This confirms that the integration is functioning as expected.

4. Adding Leads to Salesforce from Pabbly Connect

After successfully capturing leads from IndiaMART, the next step is to add these leads to Salesforce using Pabbly Connect. In the action application section, select Salesforce and choose the action event ‘Create Lead’. This allows you to automatically create a lead in Salesforce whenever a new lead is captured from IndiaMART.

You will need to connect your Salesforce account with Pabbly Connect. Click on the ‘Connect with Salesforce’ button, grant the necessary permissions, and ensure your data remains secure. Once connected, map the fields from the IndiaMART lead data to the corresponding fields in Salesforce, such as first name, last name, email, and query description.

Select ‘Create Lead’ as the action event. Map the lead data from IndiaMART to Salesforce fields. Click ‘Save and Send Test Request’ to verify the lead creation.

After successfully mapping the fields, you can test the workflow. If everything is set up correctly, you will see the new lead created in your Salesforce account, confirming that the integration works seamlessly.

5. Conclusion

In this tutorial, we detailed how to automate the process of adding IndiaMART leads to Salesforce for nutrition supplements using Pabbly Connect. By following these steps, you can ensure that all new inquiries are captured efficiently without manual intervention. This integration not only saves time but also enhances productivity in managing leads.

By leveraging the capabilities of Pabbly Connect, businesses can streamline their workflows and focus on growth. Implement this integration today to enhance your lead management process!