Integrating IndiaMART Leads with Pabbly Connect and Pipedrive

Learn how to seamlessly integrate IndiaMART leads into Pipedrive using Pabbly Connect. This step-by-step guide covers everything you need to know. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Pipedrive, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. This platform is essential for automating your lead management process.

Once on the site, you’ll see options to either sign in or sign up. If you are a new user, click on ‘Sign up for free’ to explore the features. Existing users can simply click on ‘Sign in’. After logging in, you will be directed to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new and classic workflow builders. For this tutorial, select the classic builder for a familiar interface.

• Name your workflow ‘Add New India Leads as Pipedrive Contacts’.
• Choose a folder to save your workflow, like ‘Automations’.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. This will take you to the workflow window where you can set your trigger and action.

3. Setting Up the Trigger in Pabbly Connect

In the workflow window, you will need to set a trigger for your automation. For this integration, select IndiaMART as your trigger application. This means that whenever a new lead is generated, it will initiate the workflow.

Choose the trigger event as ‘New Leads’. Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect IndiaMART with Pabbly Connect.

• Open your IndiaMART account and navigate to the Lead Manager.
• Select ‘Import Export Leads’ and then ‘Push API’.
• Choose ‘Other’ as the source and enter ‘Pabbly Connect’ in the CRM platform name.

Paste the copied webhook URL into the web listener URL field and click on ‘Save Details’. This action successfully connects your IndiaMART leads to Pabbly Connect.

4. Configuring Pipedrive as the Action Application

After setting up the trigger, it’s time to configure Pipedrive as the action application. In your Pabbly Connect workflow, search for Pipedrive and select it. The action event you need to choose is ‘Create a Person’. using Pabbly Connect

Click on ‘Connect’ and then ‘Add a New Connection’. You will need to provide your Pipedrive API token. To find this, go to your Pipedrive account, click on your profile picture, select ‘Personal Preferences’, and then go to ‘API’. Copy the API token and paste it back into Pabbly Connect.

Map the fields from the previous step to the Pipedrive fields. Ensure to fill in all required fields like name, phone number, and email.

Once all details are mapped, click on ‘Save and Send Test Request’. This will create a new contact in Pipedrive with the information received from IndiaMART.

5. Testing the Integration and Final Steps

With the workflow set up, it’s important to test the integration to ensure everything is functioning correctly. After clicking on ‘Save and Send Test Request’, you should receive a confirmation that a new person has been created in your Pipedrive account.

Check your Pipedrive account to verify that the new lead appears with the correct details. This confirms that your integration is working as intended. Now, every time a new lead is generated in IndiaMART, it will automatically be added to your Pipedrive contacts through Pabbly Connect.

By utilizing Pabbly Connect, you can streamline your lead management process, enhancing your sales efficiency and ensuring that no leads are missed.

Conclusion

Integrating IndiaMART leads into Pipedrive using Pabbly Connect simplifies your workflow and enhances productivity. With this step-by-step guide, you can automate your lead management process effectively.