Integrate IndiaMART Leads to Salesforce with Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect. Streamline your herbal product business with this step-by-step tutorial. 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, you will need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you do not have an account, you can sign up for free, which only takes a few minutes and provides you with 100 free tasks each month.

Once you are on the Pabbly Connect landing page, you will see options to sign in or sign up. Click on the ‘Sign In’ button if you already have an account. After signing in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate the setup. You will be prompted to name your workflow. Name it something descriptive, like ‘Adding IndiaMART Leads to Salesforce for Herbal Products’. This helps in identifying the workflow later. using Pabbly Connect

• Enter the name of your workflow.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. For this integration, you will set IndiaMART as the trigger application.

3. Setting Up IndiaMART as the Trigger Application

To set up the trigger, search for IndiaMART in the trigger application section. Once selected, you will need to choose the trigger event. For this integration, select ‘New Leads’ as your trigger event.

Next, you will connect IndiaMART to Pabbly Connect using a webhook URL. This URL acts as a bridge between IndiaMART and Pabbly Connect, allowing data to flow seamlessly. Copy the webhook URL provided by Pabbly Connect.

• Navigate to IndiaMART and access the Lead Manager.
• Click on the hamburger icon and select Import/Export Leads.
• Choose the Push API option to create a new integration.

Once you have set up the integration in IndiaMART, paste the copied webhook URL into the appropriate field in IndiaMART. This connection allows Pabbly Connect to receive leads automatically whenever they are generated.

4. Creating Action to Add Leads in Salesforce

Now that you have set up the trigger, the next step is to configure the action that will take place in Salesforce. In the action section of your workflow, search for Salesforce and select it as your action application.

For the action event, choose ‘Create Lead’ to automatically add new leads from IndiaMART into Salesforce. You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect’ and allow access to your Salesforce account.

After establishing the connection, you will need to fill in the lead details. Use the mapping feature in Pabbly Connect to map the fields from the IndiaMART inquiry to the corresponding fields in Salesforce. This ensures that all relevant information is transferred accurately.

5. Testing and Verifying the Integration

Once you have completed the setup, it is crucial to test the integration to ensure everything is functioning correctly. Generate a test inquiry in IndiaMART to see if the data is sent to Pabbly Connect and subsequently added to Salesforce.

After creating a test inquiry, return to Pabbly Connect and check for the response. If the response indicates success, you can then verify by checking your Salesforce account for the newly created lead. This confirms that your integration is working as intended.

Now, every time you receive a new inquiry from IndiaMART, it will automatically create a lead in Salesforce, streamlining your sales process and enhancing efficiency.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect simplifies the process of managing inquiries for your herbal product business. By following the steps outlined in this tutorial, you can automate lead entry, saving time and improving your sales workflow.