Integrate IndiaMART Leads with Salesforce Using Pabbly Connect for Event Planning

Learn how to integrate IndiaMART leads with Salesforce for efficient event planning using Pabbly Connect. Step-by-step guide for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, you need to access Pabbly Connect. This platform allows you to automate workflows without any coding knowledge. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, click on ‘Sign up for free’ to create an account and enjoy 100 tasks free every month. For existing users, simply click on ‘Sign in’ to access your dashboard. Once logged in, you will see various applications, but for this tutorial, you will focus on Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this integration, name your workflow as ‘How to Add IndiaMART Leads to Salesforce for Event Planning’ and choose an appropriate folder. using Pabbly Connect

Once you click ‘Create’, you will be directed to the workflow window where you can set up triggers and actions. Triggers are events that start the workflow, while actions are the tasks performed in response. In this case, you will set IndiaMART as the trigger application.

3. Setting Up IndiaMART as the Trigger Application

In this step, you will configure IndiaMART as the trigger for your workflow. Search for IndiaMART in the trigger application section and select it. You will then need to choose the trigger event, which should be set to “New Leads.” This event will initiate the workflow whenever a new lead is captured.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your IndiaMART account with Pabbly Connect. Follow the instructions provided to navigate to your IndiaMART account and set up the webhook.

• Log into your IndiaMART account.
• Navigate to the Lead Manager section.
• Select Import/Export Leads from the menu.
• Choose ‘Other’ in the Select Source option and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL into the Webhook Listener URL field.

After entering these details, click on the ‘Save Details’ button to complete the setup. You will then receive an OTP for verification. Enter the OTP and click ‘Submit’ to finalize the integration between IndiaMART and Pabbly Connect.

4. Testing the Webhook Connection

Now that you have set up the webhook, it’s essential to test the connection to ensure everything is working correctly. Go back to your IndiaMART account and find the option to test your webhook listener URL. By clicking on the test button, IndiaMART will send a test lead to Pabbly Connect.

Once the test submission is complete, return to Pabbly Connect to see if the response has been captured. You should see all the details of the test lead, including the mobile number, email, and other relevant information. This confirms that your webhook is functioning correctly and that Pabbly Connect is receiving data from IndiaMART.

5. Adding Leads to Salesforce Using Pabbly Connect

With the webhook successfully tested, the next step is to set up Salesforce as the action application in Pabbly Connect. Search for Salesforce and select it as your action application. You will then need to choose the action event, which should be “Create Lead.” This action will add new leads from IndiaMART directly into your Salesforce account.

Click on ‘Connect’ to establish a connection with Salesforce. If this is your first time connecting, you will need to authorize Pabbly Connect to access your Salesforce account. Once connected, you will need to map the lead details from the previous step to the corresponding fields in Salesforce. This mapping ensures that the information is transferred accurately.

• Map the lead’s first name and last name.
• Enter the company name and phone number.
• Fill in any other required fields.

After mapping the necessary fields, click on ‘Send Test Request’ to create a lead in Salesforce. Upon successful creation, you can verify by checking your Salesforce account for the new lead. This seamless integration allows you to manage your leads efficiently and ensures that your sales team can follow up promptly.

Conclusion

Integrating IndiaMART leads with Salesforce using Pabbly Connect streamlines your event planning process. By automating lead capture and management, you can enhance your sales efficiency and ensure timely follow-ups. Follow the steps outlined in this tutorial to set up your integration seamlessly.