Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate Industrial Plants IndiaMART Leads with Salesforce using Pabbly Connect. Follow this step-by-step tutorial for automated lead management. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Industrial Plants IndiaMART Leads with Salesforce, start by accessing Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for a free account, which allows you to create 100 tasks monthly.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for integrating your IndiaMART leads into Salesforce. Click on the ‘Create Workflow’ button to get started.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you need to create a workflow to automate the process. Name your workflow something like ‘IndiaMART Leads to Salesforce’. Select the folder where you want to save this workflow and click the ‘Create Now’ button.

• Choose a Trigger Application: Select IndiaMART as your trigger application.
• Set the Trigger Event: Choose ‘New Lead’ as the trigger event.
• Connect IndiaMART: You will need to provide a webhook URL generated by Pabbly Connect.

After setting up the trigger, you will see a webhook URL. Copy this URL and proceed to your IndiaMART account to set up the API push. This connection allows leads to be sent directly to your Pabbly Connect workflow.

3. Configuring IndiaMART for Lead Push

In your IndiaMART account, navigate to the Lead Manager section. Here, you will configure the push API to send leads to Pabbly Connect. Click on the three dots next to the Lead Manager and select ‘Import/Export Leads’.

• Select Push API: Choose the Push API option.
• Enter CRM Platform Name: Type ‘Pabbly Connect’ in the CRM name field.
• Paste Webhook URL: Enter the webhook URL you copied from Pabbly Connect.

After filling in the details, click on ‘Save Details’. This step establishes the connection between IndiaMART and Pabbly Connect, enabling automatic data transfer.

4. Setting Salesforce as the Action Application

Now that your trigger is set up, it’s time to define the action application. In this case, you will choose Salesforce in Pabbly Connect. Click on the ‘Add Action’ button and select Salesforce as your action application.

In the action event, select ‘Create Lead’. You will need to connect your Salesforce account to Pabbly Connect. Log in to Salesforce and grant the necessary permissions for Pabbly Connect to access your account. Once connected, you can start mapping the fields from IndiaMART to Salesforce.

5. Mapping Fields from IndiaMART to Salesforce

Field mapping is crucial for ensuring that the right data is sent to Salesforce. In Pabbly Connect, you will map the fields received from IndiaMART to the corresponding fields in Salesforce. For example, map the lead’s name, email, and inquiry details.

After entering all the required fields, click on ‘Save and Send Test Request’. This step allows you to verify that the integration works correctly. You should see a success message indicating that the lead has been successfully created in Salesforce.

Finally, check your Salesforce dashboard to confirm that the new lead appears with all the details you mapped. This integration streamlines your lead management process, allowing you to focus on converting leads into customers.

Conclusion

Integrating Industrial Plants IndiaMART Leads with Salesforce using Pabbly Connect automates your lead management process. This step-by-step guide helps streamline your workflow, making it easier to manage enquiries efficiently.