HelloLeads CRM allows for integration with your IndiaMART account. Now manage all your enquiries received in IndiaMART directly to you HelloLeads CRM App with a few simple steps.
Let us go through the integration process in a step-by-step manner.
Step 1: Log in to your IndiaMART Account
Step 2: Click on Lead Manager in the left-hand side menu panel.
Step 3: Click on the three horizontal dots icon for more options
Step 4: Click on CRM Integration
Step 5: The CRM Key Generation Page would open up – Click on Generate Key
Step 6: Enter the Name of the CRM as HelloLeads CRM and select the option as “ I can easily assign leads to my sales team and manage their performance” from the dropdown box.
Tap on ‘Click to generate OTP’
Step 7: As part of IndiaMART security verification process, the OTP generated would be sent to your IndiaMART registered mobile number. Please enter the OTP here & Click on Submit
Step 8: Copy the key generated in IndiaMART Website.
Please note the Current API key here has been blurred, as this is a test generated one.
Step 9: Open your HelloLeads Android App
Go to Manage Lists> Tap on + to Create List > Name the List to reflect the IndiaMART source.
You can choose to send your leads an automatic greeting email with business cards based on your requirements. To know more about automatic greeting email click here ( link to automatic email).
Step 10: Go to the Menu Panel >Tap on Settings > choose Integration
Step 11: Choose the Country & the Category – Click on IndiaMART
Enter the API key that you have copied from your IndiaMART Account = 1
Enter your IndiaMART registered Email ID = 2
Enter your IndiaMART registered mobile Number = 3
Choose the list to which you want your IndiaMART enquiries to be mapped = 4
Harness the powers of HelloLeads CRM and get more out of your IndiaMART enquiries.
Contact us in case of any queries.