Indiamart Integration in Dash SaaS

System Settings – Indiamart Configuration

• To set up Indiamart integration with your CRM system, navigate to the System 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 module.
• 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 module.
• 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 Filter module 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 Filter Management

• Once your Indiamart settings are properly configured in System Settings, you can access the Indiamart Filter module to view and manage inquiries from Indiamart. This Add-On depends on the System Settings configuration and will use the pipeline and stage settings you established there.
• To filter Indiamart data by date range, use the Date filter option to select a specific start and end date. When you select dates and click the “Apply” button, the system will display all inquiries created between those dates. You can click the “Reset” button to clear the date filter and return to viewing all available data.
• The list page displays all Indiamart inquiries with columns showing Subject, Name, Email, and Phone information. You can use the Search button to find specific inquiries and the Export button to download all Indiamart inquiry data to a CSV file for external analysis or record-keeping.
• To convert an Indiamart inquiry into a CRM lead, click the “Sync into 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 System Settings, and the new lead data will be displayed in your CRM system.