Integrating IndiaMART Leads to Salesforce with Pabbly Connect for Fabrication Business

Learn how to automate adding IndiaMART leads to Salesforce for your fabrication business using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing 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 coding skills. Begin by opening a web browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see the options to sign in or sign up. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process is quick and provides you with 100 free tasks each month. If you already have an account, simply sign in.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. A pop-up will appear, prompting you to name your workflow. Name it something descriptive, such as ‘Add IndiaMART Leads to Salesforce for Fabrication Business’.

• Select the folder for your workflow.
• Click on ‘Create’ to proceed.

This will take you to the main workflow window, where you will see two boxes: trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. Set up your trigger first.

3. Setting Up the Trigger with IndiaMART

In this section, you will set up the trigger in Pabbly Connect using IndiaMART. Search for IndiaMART as your trigger application. Once selected, choose the trigger event as ‘New Leads’. This event will initiate the workflow whenever a new lead is generated.

Next, you will need to connect IndiaMART with Pabbly Connect using a Webhook URL. Copy the provided Webhook URL and navigate to your IndiaMART account. Go to the Lead Manager and click the hamburger icon, then select ‘Import/Export Leads’ and access the Push API.

• Create a new integration and select your CRM platform as Pabbly Connect.
• Paste the Webhook URL you copied earlier.

Once you save the details and generate an OTP, you will successfully establish the connection between IndiaMART and Pabbly Connect.

4. Generating a Test Lead to Verify the Connection

To test the integration, generate a test lead in IndiaMART. Navigate to the section for testing your Webhook listener URL. This will allow you to send test data to Pabbly Connect. Fill in the required fields and click on the ‘Test’ button.

After sending the test data, return to Pabbly Connect. You should see a response indicating that the test lead has been received successfully. This response will contain all the details of the inquiry, including sender information and product details.

Check for the status of success in the response. Verify that all inquiry details are present in the response.

This confirms that your setup is working correctly, and you are ready to proceed with the next steps of adding the lead to Salesforce.

5. Adding the Lead to Salesforce via Pabbly Connect

Now that you have received the test lead data in Pabbly Connect, the next step is to set up the action to add this lead to Salesforce. Search for Salesforce in the action application section and select it.

Choose the action event as ‘Create Lead’. You will need to connect Salesforce to Pabbly Connect by clicking on ‘Add New Connection’ and granting access to your Salesforce account. Once connected, you will need to map the details from the IndiaMART inquiry to the corresponding fields in Salesforce.

Map the sender name as the last and first name in Salesforce. Fill in the company name, phone number, and email address.

After mapping all necessary fields, click on ‘Save and Send Test Request’. You should receive a positive response indicating that the lead has been successfully created in Salesforce. This completes the integration process using Pabbly Connect.

Conclusion

By following these steps, you can effectively automate the process of adding IndiaMART leads to Salesforce for your fabrication business using Pabbly Connect. This integration streamlines your workflow, ensuring that no lead is missed and enhancing your ability to manage inquiries efficiently.