How to Integrate IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for UI/UX Design Services using Pabbly Connect. Follow this detailed tutorial with step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for IndiaMART and Salesforce Integration

Pabbly Connect is an automation platform that makes it easy to integrate various applications. In this tutorial, we will use Pabbly Connect to automatically add IndiaMART leads to Salesforce for UI/UX Design Services. This integration helps streamline the process of managing leads effectively.

By automating the transfer of leads from IndiaMART to Salesforce, you can save time and ensure that no lead is missed. This tutorial will guide you through the steps of setting up this integration using Pabbly Connect.

2. Setting Up Pabbly Connect for IndiaMART

To begin, you need to access Pabbly Connect. Go to the Pabbly Connect homepage and sign in or create a new account. Once logged in, you will be directed to the dashboard where you can start creating your workflow.

Follow these steps to set up your Pabbly Connect account:

• Visit the Pabbly Connect homepage.
• Click on ‘Sign Up Free’ if you are a new user.
• If you are an existing user, click on ‘Sign In’.

After signing in, you will see all available applications. Click on ‘Pabbly Connect’ to start your integration process.

3. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect to connect IndiaMART and Salesforce. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

In the dialog box that appears, name your workflow as ‘Add IndiaMART Leads to Salesforce for UI/UX Design Services’. You can also select a folder to organize your workflows. After naming your workflow, click on ‘Create’.

4. Setting Up the Trigger for IndiaMART Leads

Once your workflow is created, it’s time to set up the trigger application. For this integration, select IndiaMART as your trigger application. Choose the trigger event as ‘New Leads’ so that whenever a new lead is generated, Pabbly Connect captures this event.

To connect IndiaMART with Pabbly Connect, you will be provided with a webhook URL. Copy this URL and go to your IndiaMART seller account. Under the Lead Manager, select ‘Import/Export Leads’ and then ‘Push API’. Here, you will need to enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier.

5. Setting Up the Action in Salesforce

Now that the trigger is set, the next step is to connect Salesforce as your action application. In Pabbly Connect, select Salesforce and choose the action event as ‘Create a Lead’. This action will automatically add the captured lead from IndiaMART to your Salesforce account.

To connect Salesforce, click on ‘Connect with Salesforce’. You will need to authorize Pabbly Connect to access your Salesforce account. Once connected, you can map the fields from the IndiaMART lead to the corresponding fields in Salesforce. This ensures that all relevant information is transferred correctly.

Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate the lead management process, saving time and improving efficiency. Now, you can focus on converting leads into clients without worrying about manual data entry.