Integrate IndiaMart Leads with Salesforce Using Pabbly Connect

Learn how to automate the integration of IndiaMart leads into Salesforce using Pabbly Connect. Step-by-step guide with detailed instructions and benefits of automation. 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. Accessing Pabbly Connect for Integration

To start automating your lead management process, you first need to access Pabbly Connect. Go to the URL Pabbly.com/connect in your browser. This is the platform that will facilitate the integration between IndiaMart and Salesforce.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users should simply sign in. After signing in, you will be directed to the dashboard where you can manage your workflows.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Add IndiaMart Leads to Salesforce’. This naming helps in organizing your automations effectively.

• Select the appropriate folder to save your workflow.
• Click on ‘Create’ to start building your workflow.

Upon creation, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger indicates what event will start the automation, while the action defines what should happen when the trigger occurs. In this case, the trigger will be a new lead from IndiaMart, and the action will be to add that lead to Salesforce.

3. Setting Up the Trigger for IndiaMart

Now, let’s set up the trigger in Pabbly Connect. Select IndiaMart as the trigger application and choose the event that triggers the workflow, which is ‘New Lead’. This means whenever a new lead is received, the workflow will initiate.

After selecting the trigger, you will receive a webhook URL. This URL is crucial as it will be used to connect IndiaMart with Pabbly Connect. Copy this URL and follow the instructions provided to set it up in your IndiaMart account.

• Log into your IndiaMart account.
• Navigate to Lead Manager and select Push API.
• Paste the webhook URL and save the details.

This setup ensures that every new lead generated in IndiaMart will be sent to Pabbly Connect for further processing.

4. Adding Leads to Salesforce via Pabbly Connect

Once the trigger is set, the next step is to configure the action to add leads to Salesforce. In Pabbly Connect, select Salesforce as the action application and choose ‘Create Record’ as the action event. This will allow you to create a new lead in Salesforce whenever a new lead is captured from IndiaMart.

Before proceeding, ensure that you are logged into your Salesforce account. Click on ‘Connect’ in Pabbly Connect and authorize the connection. After the connection is established, you will need to map the lead details received from IndiaMart to the corresponding fields in Salesforce.

Map the first name and last name from the lead details. Include the company name, email, and phone number. Add the inquiry details in the description for easy identification.

With these mappings, every time a new lead is captured, it will automatically create a corresponding record in Salesforce, streamlining your lead management process.

5. Testing the Integration

The final step is to test the integration to ensure everything is working correctly. In Pabbly Connect, after setting up the action, you will see a prompt to send a test lead from IndiaMart. Create a dummy lead and submit it through IndiaMart.

Once the dummy lead is submitted, check Pabbly Connect to see if the lead details are captured successfully. If successful, you will receive a confirmation message. Then, log into Salesforce to verify that the lead has been created with all the mapped details, including the inquiry description.

By following these steps, you can effectively manage your leads from IndiaMart to Salesforce using Pabbly Connect, ensuring no lead is missed and all inquiries are tracked efficiently.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of IndiaMart leads into Salesforce. This process saves time and ensures that all leads are managed efficiently, enhancing your business operations.