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.


Follow these steps to start receiving your IndiaMART leads into Refrens:


Step 1) Go to Business Settings

On your Refrens account, go to Business Settings > Lead Management System > Fetch leads from IndiaMART, and click on "Connect":




Step 2) Get Your Webehook URL

When you click on "Connect", you will see this pop-up form:


Copy this Wenhook URL.


Step 3) Visit seller.indiamart.com

Log in to your IndiaMART account.


Step 4) Navigate to the "Lead Manager" section


Go to the Lead Manager section:



Step 5) Navigate to the "Push API" Section:


Go to "Import/Export Leads" > "Push API": 


Step 6) Select "Refrens" as Source


Choose "Refrens" from the drop-down list of sources:

 

Step 7) Enter Webhook Listener URL

Next, paste the Webhook Listener URL that you had copied from Refrens (as shown in step 2). Then save the details:


Step 8) Activate API


After confirming the OTP sent to your primary mobile number, your Push API will be activated:



Step 9) Select Pipeline on Refrens


Go back to the IndiaMART integration settings > click on "Connect". You will see the following pop-up form:



Here, you can select the pipeline where you want the IndiaMART leads to be imported. Once selected, click on"Connect".


That's it! Now every time a new lead comes into your IndiaMart account, it will also get added to your Refrens sales pipeline in real time!



Configuring IndiaMART Integration



Once you start receiving IndiaMART leads, you can go to IndiMart Integration > More to - 


A) Change Pipeline

Change the pipeline into which these leads get imported:




B) Filter Specific Leads 

You can filter the type of leads you want to import. (i.e. Direct leads, Preferred Number Service leads, etc.). Once done, only the filtered leads will get imported to Refrens:


C) Pause New Leads

This will prevent all future leads from being imported to Refrens. Later you can Resume this if you require:


4) Disconnect the Integration


This will permanently disconnect your IndiaMART account from Refrens:



That's it! In case you still have questions or need any help, please feel free to reach out to us on care@refrens.com OR drop a message on our chat support for quick assistance!



 



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 >