IndiaMart is a great platform to generate leads for your business, but managing these leads on IndiaMart is a pain. Businesses often struggle with lead-tracking, timely follow-ups, and managing lead data efficiently.
Integrating your IndiaMart account with Refrens Sales CRM not only helps you in organizing & managing these leads but also ensures that each lead is nurtured and followed up on - increasing the chances of conversion.
To get started, you will first need to generate a CRM key from your IndiaMart account. Let's see how:
Generating CRM key from IndiaMart
To generate an IndiaMart CRM key, follow these steps:
1. Log in to IndiaMart Seller Account: Visit seller.indiamart.com and log in to your account.
2. Navigate to Lead Manager: In your dashboard, go to the Lead Manager section.
3. Access CRM Integration: Click on the three dots menu ( ⋮ ) and select 'CRM Integration'.
4. Generate Key: Click on 'Generate Key' on the CRM Key Generation Page.
5. Key Confirmation: A unique CRM key will be generated and sent to your registered email address. Note that if the CRM key is not used within the last 15 days, it will expire, and you will need to generate a new one.
Connecting IndiaMart CRM key with Refrens Sales CRM
Once the key is generated, you will need to connect it with Refrens. Let's see how:
Firstly, go to Business Settings > Lead Management System > Third-party Integrations > Fetch Leads From IndiaMart > Click "Connect to IndiaMart"
The following form will open up:
Just copy and paste your IndiaMart CRM key here, and select the pipeline where you want to manage the leads from IndiaMart.
Once you click on "Connect" one of the two things will happen - either the connection is successful OR it fails. Let's see what you can do if the connection fails.
If the connection fails, you will see the following message:
In this case, re-check the key you entered, see if there are any typos, and then try connecting again. If the connection still fails, see if the key you have added has not been used for the last 15 days after generating the key. In that case, the key may have expired and you will need to generate the key again.
If the connection is successful, you will see the following message:
If the key is connected, the system will show you the details of the last lead on your IndiaMart account. Please verify if the lead details are correct. If yes, just "Confirm & Proceed".
That's it! now every time a new lead comes into your IndiaMart account, it will also get added to your Refrens sales pipeline.
Just go to Lead Management > Sales Pipelines > Click on "View Leads" to see & manage all these leads seamlessly!
Note: Refrens ensures that all your IndiaMart leads appear in your Refrens Sales CRM as quickly as possible. Compared to other CRM systems that take anywhere between 10 minutes to 1 hour to get this leads data, Refrens ensures an almost real-time sync with all leads getting updated on Refrens within 5 minutes max. This will help you follow up with all your leads in the quickest & timely manner.
FAQS
1. How can I fetch historical leads (of up to the past 1 year) from IndiaMART to Refrens?
If you would also like to fetch leads of up to the last 1 year from IndiaMART, just drop a message on our chat support OR get in touch with your account manager.
Additional Resources:
If you are just getting started with Refrens Sales CRM, watch these quick videos to get started right away:
1) Overview Of Refrens Sales CRM:
2) How to Manage Leads on Refrens?
3) How to Create Sales Pipelines on Refrens?
4) Click here to learn more about managing leads on Refrens >