Indiamart Integration with CRM for Lead Management
Easily connect your Indiamart account with the CRM by setting up your CRM key, selecting the pipeline, and choosing lead stages. Once configured, leads from Indiamart are synced directly into the CRM and organized based on your selected settings. This integration helps you capture leads in real time, manage them efficiently, and access complete lead details from a single platform without switching tools. You can assign leads to specific team members, track their follow-up status, and monitor performance within your CRM. The system ensures accurate data flow and simplifies your entire lead management process.
Indiamart CRM Configuration
Integrate your CRM system with Indiamart by securely entering your CRM key to enable API connectivity. Use the CRM Add-On dropdown to select the desired pipeline and configure lead stages for proper workflow alignment. This setup ensures accurate lead categorization and seamless data sync. Once configured, leads from Indiamart are automatically captured and tracked within your CRM system.
- Secure CRM key authentication and API connectivity setup
- Pipeline selection from integrated CRM Add-On options
- Lead stage configuration with CRM Add-On integration
Lead Filtering, Management, and Conversion from Indiamart
Efficiently manage Indiamart inquiries by applying date range filters and accessing detailed contact information like subject, name, email, and phone. Use search and export tools to analyze and download inquiries in CSV format. Convert selected inquiries into CRM leads using a modal interface with pre-filled data for quick submission. This streamlined process ensures faster lead handling and improved conversion tracking.
- Filter inquiries by date range with full contact details
- Export inquiry data to CSV for external reporting
- Maintain data accuracy with auto sync and confirmation
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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