Indiamart Integration in Mewayz

Introduction

The Indiamart Integration system is a comprehensive lead management platform that seamlessly connects your CRM with Indiamart’s business directory services through automated data synchronization and lead conversion processes. This system consists of two main components: the System Settings module where you configure your Indiamart CRM integration parameters including API keys and pipeline settings, and the Indiamart Filter module where you can view, filter, and convert Indiamart inquiries into qualified CRM leads. The system requires proper configuration in System Settings before you can effectively manage and convert Indiamart data into your CRM pipeline. Once configured, users can filter Indiamart inquiries by date ranges, export data to CSV format, and convert inquiries into leads with automatic assignee allocation and follow-up scheduling.

How To Install The Add-On?

To Set Up the Indiamart Add-On, you can follow this link: Setup Add-On.

How To Use The Indiamart Add-On?

System Settings – Indiamart Configuration

To set up Indiamart integration with your CRM system, navigate to the Settings

module and locate the Indiamart Settings section. Click on the Indiamart Settings option to access the configuration form where you will establish the connection between Indiamart and your CRM system.

Enter your CRM Key in the designated field – this is the generated CRM key that

you received from Indiamart for API access. This key is essential for establishing secure communication between your system and Indiamart’s services. Next, use the Select Pipeline dropdown to choose the appropriate pipeline from your CRM Add-On.

All available pipelines from your CRM system will appear in this dropdown,

allowing you to select where Indiamart leads should be placed in your sales process.

Finally, use the Select Stages dropdown to choose the appropriate lead stage

from your CRM Add-On. All lead stages from your CRM system will be displayed in this dropdown, enabling you to specify which stage new Indiamart leads should be assigned when they are converted.

This configuration is crucial and must be completed before you can use the

Indiamart Add-On effectively. The pipeline and stage selections will determine how Indiamart inquiries are organized within your CRM workflow when they are converted to leads.

To Generate the Credentials you can follow this link: https://seller.indiamart.com/leadmanager/crmapi

Indiamart Management

Once your Indiamart settings are properly configured in Settings, you can access

the Indiamart Add-On to view and manage inquiries from Indiamart. This Add-On depends on the Settings configuration and will use the pipeline and stage settings you established there.

The list page displays all Indiamart inquiries with columns showing Subject,

Name, Email, and Phone information. You can use the Search to find specific Indiamart inquiry data.

To convert an Indiamart inquiry into a CRM lead, click the “Convert to Lead”

action button for the desired inquiry. This will open a modal window that is automatically populated with the relevant inquiry data from Indiamart.

In this modal, you need to select an assignee who will be responsible for

following up on the lead and specify a follow-up date for scheduling future contact. Once you have filled in the required assignee and follow-up date details, click the “Create” button to complete the conversion.

The system will successfully convert the inquiry into a lead in your CRM using

the pipeline and stage settings you configured in Settings, and the new lead data will be displayed in your CRM system.