How to Auto-Create Sales Opportunities in HubSpot from IndiaMART Leads Using Pabbly Connect

Learn how to automatically create sales opportunities in HubSpot from IndiaMART leads using Pabbly Connect with this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To auto-create sales opportunities in HubSpot from IndiaMART leads, first, you need to access Pabbly Connect. This platform serves as the central hub for integrating various applications without any coding skills required.

Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. If you are an existing user, click on the ‘Sign In’ button located at the top right corner. For new users, click ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard where you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. This is where Pabbly Connect allows you to set up the process for integrating IndiaMART with HubSpot.

• Select the Classic workflow builder for a familiar interface.
• Name your workflow as ‘Create Sales Opportunity in HubSpot from IndiaMART Leads’.
• Choose a folder to organize your workflow, such as ‘India Automations’.

Once you create the workflow, you will see two boxes appear: one for the trigger and another for the action. This setup is essential for automating the lead creation process.

3. Setting Up the Trigger with IndiaMART

The next step is to set up the trigger event in Pabbly Connect. This will initiate the workflow whenever a new lead is received from IndiaMART. Select IndiaMART as your trigger application.

In the trigger event, choose ‘New Leads’. This action will trigger the workflow whenever a new lead is generated. You will need to connect your IndiaMART account to Pabbly Connect by providing a webhook URL, which acts as a bridge between the two platforms.

4. Configuring HubSpot for Action Steps

After successfully setting up the trigger with IndiaMART, the next step involves configuring HubSpot as the action application in Pabbly Connect. Select HubSpot CRM from the action application list and choose ‘Create Contact’ as the action event.

Connect your HubSpot account to Pabbly Connect by logging in and authorizing the connection. Once connected, you can map the fields from the IndiaMART leads to the corresponding fields in HubSpot, ensuring all relevant data is transferred accurately.

• Map the lead’s name to the contact name in HubSpot.
• Link the email address from IndiaMART to HubSpot’s email field.
• Ensure the phone number is also mapped correctly.

Once mapping is complete, save the workflow and test it to ensure that the integration is functioning as intended.

5. Testing the Integration

To finalize the setup, it’s crucial to test the integration between IndiaMART and HubSpot through Pabbly Connect. This involves sending a test lead from IndiaMART to verify that it creates a contact in HubSpot successfully.

If the test is successful, you will receive a confirmation that the contact has been created in HubSpot. You can then check your HubSpot dashboard to see the newly created contact reflecting the details from the test lead.

This step confirms that the automation is working correctly, allowing you to streamline your sales process efficiently.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically create sales opportunities in HubSpot from IndiaMART leads. By following these steps, you can enhance your sales process and save valuable time.

Utilizing Pabbly Connect for such integrations not only simplifies your workflow but also ensures that you never miss a lead, allowing your business to grow effortlessly.