Integrate IndiaMART Leads with Salesforce Using Pabbly Connect for Mutual Fund Services

Learn how to seamlessly integrate IndiaMART leads with Salesforce for mutual fund services using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce for mutual fund services, start by accessing Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. Once on the homepage, you will see options to sign in or sign up for free.

If you are an existing user, click on the ‘Sign In’ button to log into your account. New users can click on ‘Sign Up for Free’ to create a new account, which only takes a couple of minutes. After signing up, you will receive 100 free tasks every month to explore Pabbly Connect and test various automations.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can find all your previously created workflows. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear, prompting you to name your workflow.

Enter a suitable name, such as ‘Add IndiaMART Leads to Salesforce for Mutual Fund Services’. Select a folder for your workflow, such as ‘Automations for IndiaMART Leads’, and then click on ‘Create’. This sets up the basic framework for your automation.

• Click on ‘Create Workflow’
• Name your workflow appropriately
• Select the appropriate folder

Once created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response to that trigger. In this case, we will set IndiaMART as the Trigger and Salesforce as the Action.

3. Setting Up the Trigger with IndiaMART

To begin, select IndiaMART as your trigger application in Pabbly Connect. You will then need to choose the trigger event. For this integration, select the event that captures new leads. Copy the webhook URL provided by Pabbly Connect as you will need to paste it into your IndiaMART account.

Next, log into your IndiaMART seller account. Navigate to the ‘Lead Manager’ section and select ‘Import/Export Leads’. Choose the ‘Push API’ option to access the API integration settings. Here, you can add the webhook URL you copied earlier.

• Select ‘Lead Manager’ from the menu
• Choose ‘Push API’ for integration
• Paste the webhook URL from Pabbly Connect

After saving the details, your webhook connection between IndiaMART and Pabbly Connect will be established. This means that every new lead received through IndiaMART will automatically trigger the workflow in Pabbly Connect.

4. Setting Up the Action with Salesforce

Now that the trigger is set, the next step is to configure the action in Salesforce. In Pabbly Connect, select Salesforce as your action application. Choose the action event as ‘Create Record’ to add the new lead as a contact in Salesforce.

Click ‘Connect’ to establish a connection between Pabbly Connect and Salesforce. You will be prompted to log into your Salesforce account. Once logged in, allow Pabbly Connect to access your Salesforce account. This will facilitate the creation of records directly from the leads captured from IndiaMART.

Select Salesforce as the action application Choose ‘Create Record’ as the action event Log into Salesforce and allow access

Once the connection is established, you will need to map the fields from the IndiaMART lead response to the appropriate fields in Salesforce. This includes first name, last name, email, phone number, and company name. By mapping these fields, Pabbly Connect ensures that every lead is accurately recorded in Salesforce.

5. Finalizing the Integration and Testing

After mapping all necessary fields, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ to ensure that the lead is created successfully in Salesforce. You should see a confirmation message indicating that the lead was added.

To test this integration, submit a dummy inquiry through your IndiaMART account. Once the inquiry is submitted, check your Salesforce account to verify that the lead has been added correctly. This confirms that the integration between IndiaMART and Salesforce via Pabbly Connect is functioning as intended.

Submit a dummy inquiry on IndiaMART Check Salesforce for the new lead Ensure the details are correct and complete

With this, you have successfully integrated IndiaMART leads into Salesforce for your mutual fund services using Pabbly Connect. This automation will save you time and streamline your lead management process.

Conclusion

In this tutorial, you learned how to integrate IndiaMART leads with Salesforce for mutual fund services using Pabbly Connect. By following the step-by-step process, you can automate lead management and enhance your business efficiency.