Integrate IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads with Salesforce for your construction business using Pabbly Connect. Follow our step-by-step guide for automation. 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 to Start Integration

To begin integrating IndiaMART leads with Salesforce for your construction business, you first need to access Pabbly Connect. This powerful platform allows you to automate workflows efficiently. Start by visiting the Pabbly Connect landing page at Pabbly.com/connect/.

Once on the website, sign in to your account. If you are a new user, you can sign up for free, which grants you 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard where you can create and manage your workflows easily.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, you can create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and name your workflow something like ‘Add IndiaMART Leads to Salesforce for Construction Business’. Choose the appropriate folder for organization.

• Click on ‘Create’ to initiate your workflow.
• You will see two boxes: one for Trigger and one for Action.
• Select your trigger application as IndiaMART and the event as New Leads.

This setup means that whenever a new lead is generated in IndiaMART, it will trigger the action to add that lead to Salesforce automatically.

3. Setting Up the Trigger for IndiaMART in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. Click on the trigger application and select IndiaMART. Choose the event type as New Leads. This will allow Pabbly Connect to listen for new leads coming from IndiaMART.

Next, you will receive a Webhook URL from Pabbly Connect. This URL will act as a bridge between IndiaMART and Pabbly Connect. Copy this URL and navigate to your IndiaMART account. In your seller dashboard, go to Lead Manager, click on the three dots, and select ‘Import Leads’. Choose ‘Push API’ and paste the Webhook URL you copied earlier.

4. Testing the Connection Between IndiaMART and Pabbly Connect

To ensure that the connection is successful, you need to perform a test submission. Open your IndiaMART profile in incognito mode and submit a query to your own business. This step is crucial as it allows Pabbly Connect to capture the lead details.

Once you submit the query, return to Pabbly Connect. You should see a response indicating success and displaying the unique query ID along with the details you submitted. This confirms that the integration setup between IndiaMART and Pabbly Connect is functioning correctly.

5. Finalizing Integration with Salesforce

Now that you have confirmed the connection is working, you can finalize the integration with Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application and choose the event type ‘Create Lead’. Click on connect and authorize Pabbly Connect to access your Salesforce account. using Pabbly Connect

• Map the fields from the IndiaMART response to the Salesforce lead fields.
• Ensure to use dynamic mapping to keep the data updated for each new lead.
• Once mapped, hit ‘Save and Send Test Request’ to check if the lead is created in Salesforce.

If successful, you will see the new lead in your Salesforce account, confirming that the integration is complete. This automation ensures that all new leads from IndiaMART are seamlessly added to your Salesforce for better management.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads with Salesforce using Pabbly Connect. By automating this process, construction businesses can save time and manage their leads more effectively. With Pabbly Connect, you can streamline your workflows and enhance productivity.