Integrating IndiaMART Leads into Salesforce with Pabbly Connect for Your Bakery Business

Learn how to seamlessly integrate IndiaMART leads into Salesforce using Pabbly Connect for your bakery business. 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 for Integration

To integrate IndiaMART leads into Salesforce, start by accessing Pabbly Connect. This automation platform allows you to connect various applications seamlessly, making your workflow efficient.

Begin by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. Once logged in, you will find options to create a new workflow.

2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button to start setting up your integration. You will be prompted to name your workflow; for this integration, you can name it ‘Add IndiaMART Leads to Salesforce for Bakery Business’. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• Choose IndiaMART as the trigger application.
• Select ‘New Lead’ as the trigger event.

Once you select the trigger event, Pabbly Connect will generate a webhook URL. This URL will be used to connect your IndiaMART account with Pabbly Connect. Copy this URL for the next steps.

3. Configuring IndiaMART for Webhook Integration

Log into your IndiaMART account and navigate to the Lead Manager section. Here, you will find options to import and export leads. Click on the three dots to access the menu and select ‘Push API’. using Pabbly Connect

• In the Push API integration, set the source as ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL you copied from Pabbly Connect.

After entering these details, click on ‘Save Details’. You will be asked to generate an OTP to confirm the integration. Follow the prompts to complete this setup.

4. Testing the Integration Between IndiaMART and Salesforce

With the integration configured, it’s time to test the connection. Go back to your Pabbly Connect account and check if it is waiting for a webhook response. Perform a test submission on IndiaMART by filling out a dummy lead form. using Pabbly Connect

Once the lead is submitted, return to Pabbly Connect and check for the webhook response. If successful, you will see the lead details captured in your Pabbly Connect workflow. This confirms that the integration is working properly.

Now, you can proceed to set up the action event in Pabbly Connect. Select Salesforce as the action application and choose ‘Create Lead’ as the action event. This will allow Pabbly Connect to automatically add the leads into Salesforce.

5. Finalizing the Connection to Salesforce

In the Salesforce action setup, you will need to connect your Salesforce account with Pabbly Connect. Click on ‘Connect with Salesforce’ and allow the necessary permissions for the integration. using Pabbly Connect

Once connected, you will be prompted to map the lead details from the IndiaMART response into the Salesforce fields. This includes mapping the first name, last name, company name, and other relevant details. Mapping ensures that each new lead is accurately recorded in Salesforce.

After mapping the fields, click on ‘Save and Test Request’. If successful, your new lead will appear in Salesforce, confirming that the integration has been successfully completed. You can now manage your leads efficiently without manual effort.

Conclusion

In conclusion, using Pabbly Connect to integrate IndiaMART leads into Salesforce streamlines your bakery business’s lead management process. Automating this workflow ensures quick follow-ups and improved efficiency, allowing you to focus on growing your business.