Integrating IndiaMART Leads into Salesforce with Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your dog training service using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, you first need to access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In your new workflow, you will configure a trigger and an action. The trigger will be set to capture new leads from IndiaMART, while the action will add these leads to Salesforce. Start by naming your workflow something like ‘Add IndiaMART Leads to Salesforce’.

• Select ‘IndiaMART’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.
• A webhook URL will be generated; copy this URL for the next steps.

By setting up this trigger, Pabbly Connect will listen for new leads from IndiaMART, initiating the workflow whenever a new lead is captured.

3. Configuring IndiaMART for Webhook Integration

Next, you need to configure your IndiaMART account to send data to the webhook URL provided by Pabbly Connect. Log in to your IndiaMART seller dashboard and navigate to the ‘Lead Manager’ section.

• Click on the three dots and select ‘Import/Export Leads’.
• Choose ‘Push API’ and set the source to ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL.

After saving the details, Pabbly Connect will be ready to receive lead data from IndiaMART. Make sure to generate and enter the OTP to complete the integration setup.

4. Testing the Integration with Pabbly Connect

Once the webhook is set up, it’s crucial to test the integration. You can do this by submitting a test query through your IndiaMART profile. This will trigger the webhook and send the lead data to Pabbly Connect.

Check the Pabbly Connect dashboard to see if the webhook response is received. If successful, you will see the lead data captured in your workflow. This confirms that your integration is functioning properly.

5. Adding Leads to Salesforce via Pabbly Connect

Now that you have successfully set up the webhook, the next step is to configure the action in your workflow. Select Salesforce as the action application and choose ‘Create Lead’ as the action event.

Connect your Salesforce account by allowing permissions. Once connected, map the fields from the IndiaMART lead data to the corresponding Salesforce fields. Use the data captured from the webhook for first name, last name, email, and other relevant details.

Finally, click on ‘Save and Send Test Request’ to send the lead data to Salesforce. Check your Salesforce account to ensure the lead has been created successfully. This step completes the integration process using Pabbly Connect.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect automates your lead management process. This step-by-step guide shows how to set up triggers and actions effectively, ensuring seamless data transfer between platforms.