Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Salesforce for contract manufacturing services using Pabbly Connect. Step-by-step tutorial 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 Automation

To start automating the process of adding IndiaMART leads to Salesforce, you need to access Pabbly Connect. This powerful integration platform allows you to seamlessly connect different applications like IndiaMART and Salesforce.

Begin by visiting the Pabbly Connect website at Pabbly.com/connect. If you are a new user, you can sign up for a free account, which includes 100 free tasks every month. Existing users should log in to their accounts to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button located in the top right corner. This action will prompt a dialog box where you can name your workflow.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Contract Manufacturing Services’.
• Select a folder to save your workflow, such as ‘IndiaMART Automations’.

After filling in the necessary details, click on the ‘Create’ button to finalize your workflow setup. This will create a new workflow with a trigger and action setup.

3. Setting Up the Trigger for IndiaMART Leads

In the newly created workflow, you will see two sections: Trigger and Action. The first step is to set up the trigger. Select Pabbly Connect as your trigger application and choose ‘IndiaMART’ as the specific application.

Next, select the trigger event as ‘New Leads’. Pabbly Connect will provide you with a unique webhook URL that you will use to connect IndiaMART with Pabbly Connect. Copy this URL for the next steps.

4. Connecting IndiaMART to Pabbly Connect

Now, log into your IndiaMART account and navigate to the lead manager section. From the left panel, select ‘Import/Export Leads’ and then click on ‘Push API’. Here, you will need to select the source.

• Choose ‘Other’ as the source option.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL in the URL field.

After entering these details, click on the ‘Save Details’ button. This will successfully link your IndiaMART account to Pabbly Connect.

5. Testing the Integration and Creating Leads in Salesforce

With the connection established, it’s time to test the integration. Generate a test lead in your IndiaMART account by selecting a product and clicking the ‘Contact Supplier’ button. Fill in the required details and submit the inquiry.

Return to your Pabbly Connect workflow and check if the lead details have been captured. If successful, proceed to set up the action by selecting Salesforce as your action application and choosing ‘Create Lead’ as the action event. Map the necessary lead details from the previous step to create a new lead in Salesforce.

Once all fields are mapped correctly, click the ‘Save and Test Request’ button. You should see a confirmation response indicating that a new lead has been added to your Salesforce account. Refresh your Salesforce leads page to verify the new lead appears, confirming that Pabbly Connect has successfully facilitated the integration.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for contract manufacturing services. By following the outlined steps, you can streamline your lead management process, ensuring that no inquiry goes unnoticed.