Integrate IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your handloom business 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 integrate IndiaMART leads with Salesforce, start by accessing Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account, which will give you access to 100 free tasks each month. Existing users can simply click ‘Sign In’ to access their account.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on the ‘Create Workflow’ button to start a new automation. You will be prompted to name your workflow; for this integration, name it ‘Add IndiaMART Leads to Salesforce for Handloom Business’.

• Click on ‘Create’ after naming your workflow.
• You will see two windows: Trigger and Action.
• Select IndiaMART as the trigger application.

In the Trigger window, choose the event that will start your workflow. For this case, select ‘New Lead’ in IndiaMART. This setup will ensure that every time a new lead is received, it will trigger the workflow to add that lead to Salesforce.

3. Setting Up the IndiaMART Trigger

To set up the trigger, copy the Webhook URL provided by Pabbly Connect. This URL will be used to connect your IndiaMART account with Pabbly Connect. Log in to your IndiaMART account and navigate to the ‘Lead Manager’ section on the left side of the dashboard.

In the Lead Manager, select ‘Push API’ and deactivate any existing Webhook setups. Then, enter the copied Webhook URL into the designated field. After saving the details, generate an OTP to activate the Webhook connection.

• Select the source for the lead and name the connection as Pabbly Connect.
• Once the Webhook is activated, return to Pabbly Connect, which will show ‘Waiting for Webhook Response’.
• Now, create a test lead in IndiaMART to verify the connection.

After submitting a test lead, you will see the lead details captured in Pabbly Connect, confirming that the connection is successfully established.

4. Adding Leads to Salesforce

Now that the IndiaMART trigger is set up, it’s time to configure the action in Salesforce using Pabbly Connect. In the Action window, select Salesforce as your action application. Choose the action event ‘Create Lead’ to automatically add the captured lead details into Salesforce.

To establish the connection, click on ‘Add New Connection’ and authorize Pabbly Connect to access your Salesforce account. After successful authorization, you will need to map the lead details received from IndiaMART into the Salesforce fields.

Map the lead’s first name and last name from the previous response. Add the company name, email, and phone number into the respective fields. Include the inquiry details in the description field for better lead management.

After mapping all necessary fields, click ‘Save and Send Test Request’. If successful, you will receive a confirmation showing that the lead has been added to Salesforce.

5. Verifying the Lead in Salesforce

To verify that the lead has been successfully added to Salesforce, navigate to the ‘Leads’ section within your Salesforce account. You should see the newly added lead with all the details you mapped, including the inquiry description.

This integration through Pabbly Connect ensures that every new lead from IndiaMART is automatically added to your Salesforce CRM, allowing you to manage and nurture your leads effectively. This automation saves time and reduces the risk of errors associated with manual data entry.

With this setup, your handloom business can efficiently convert leads into paying customers by following up promptly and managing inquiries with ease. Using Pabbly Connect not only streamlines your workflow but also enhances your overall business productivity.

Conclusion

In conclusion, integrating IndiaMART leads into Salesforce using Pabbly Connect is a straightforward process that automates lead management for your handloom business. This tutorial highlighted the step-by-step setup, ensuring that you can manage leads effectively and convert them into customers effortlessly.