How to Integrate IndiaMART Leads into Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your plywood business using Pabbly Connect. Follow our step-by-step guide! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, first, access Pabbly Connect. This automation platform allows you to connect various applications effortlessly. If you don’t have an account, you can sign up for free and enjoy 100 free tasks every month.

Once you’ve signed up, log into your Pabbly Connect account. You will see the dashboard where all Pabbly products are listed. Click on the ‘Access Now’ button under Pabbly Connect to begin the integration process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow to automate the process. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name.

• Enter the name: ‘Add IndiaMART Leads to Salesforce for Plywood Business’.
• Select a folder to save the workflow, such as ‘IndiaMART Automations’.

After filling in the details, click the ‘Create’ button. You will now see two sections: ‘Trigger’ and ‘Action’. The trigger captures the event from IndiaMART, and the action sends data to Salesforce.

3. Setting Up the Trigger for IndiaMART

In the workflow, select ‘IndiaMART’ as the trigger application. For the trigger event, choose ‘New Leads’. This setup allows Pabbly Connect to capture new leads generated in your IndiaMART account.

Pabbly Connect provides a unique webhook URL that you need to copy. Next, log into your IndiaMART account and navigate to the ‘Lead Manager’ section. From there, go to ‘Import and Export Leads’ and select the ‘Push API’ option.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the webhook URL you copied earlier.

After saving the details, the webhook URL will be linked to your IndiaMART account, allowing Pabbly Connect to capture lead data.

4. Generating a Test Lead

Now that the webhook is set up, generate a test lead in your IndiaMART account to ensure the connection works. Log into your IndiaMART account and create a new lead using a dummy product you’ve set up.

Fill in the required details, such as contact information and inquiry specifics. Once the lead is submitted, return to your Pabbly Connect workflow. You should see a notification indicating that the webhook has received the test lead data.

Check the response to ensure that all lead details, including inquiry ID and contact information, are correctly captured. This confirms that your IndiaMART account is successfully integrated with Pabbly Connect.

5. Configuring Salesforce as the Action Application

With the trigger successfully set up, it’s time to configure the action. Select ‘Salesforce’ as the action application and choose ‘Create Lead’ as the action event. Click on the ‘Connect’ button to establish a connection between Pabbly Connect and Salesforce.

You will need to authorize Pabbly Connect to access your Salesforce account. Click the ‘Allow’ button to grant permissions. After authorization, map the lead details captured from the previous step to the corresponding fields in Salesforce.

Map the first name, last name, and company name from the lead details. Fill in the phone number, email, and address fields accordingly.

Once all fields are mapped, click on the ‘Save and Send Test Request’ button. This action will create a new lead in your Salesforce account based on the test lead data from IndiaMART.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your lead management process. By automating this workflow, you can ensure that every inquiry is captured and managed efficiently, allowing you to focus on closing more deals with potential clients.

This tutorial provides a clear step-by-step guide on how to set up this integration. With Pabbly Connect, you can also explore other automation possibilities to enhance your business operations.