How to Integrate IndiaMart with Borg Desk CRM for Lead Capturing?
IndiaMart integration with Borg Desk CRM allows businesses to automatically fetch leads from IndiaMart and manage them within the CRM for better tracking, follow-ups, and conversions. Follow the steps below to integrate IndiaMart with Borg Desk CRM:

Steps to Integrate IndiaMart with Borg Desk CRM :-

Step 1: Get Your IndiaMart API Key
1️⃣ Log in to your IndiaMart Seller Account.
2️⃣ Navigate to CRM Integration / API Settings.
3️⃣ Locate your IndiaMart API Key / Authentication Token (This is needed for integration).
4️⃣ If you don’t have the API key, contact IndiaMart Support to request API access.

Step 2: Log in to Borg Desk CRM
1️⃣ Open Borg Desk CRM Admin Panel.
2️⃣ Go to Settings(Gear Icon) on Top Right → 3rd Party Settings.
3️⃣ Find the option “IndiaMart" Integration and click on it.

Step 3: Enter IndiaMart API Credentials
1️⃣ Enter the IndiaMart API Key you obtained earlier from Indiamart.
2️⃣ Click "Update" to Save & Verify to check the connection.
3️⃣ You can add multiple Accounts in the same way
4️⃣ Now Select Source Label from Drop/Down to Apply the Same & It will be Auto-Saved.

Step 4: Configure Lead Auto-Capturing
1️⃣ Select how you want to fetch leads from IndiaMart (Auto-Sync in real-time or Scheduled Sync).
2️⃣ If Still any Concern, Connect with Borg Support Team,
3️⃣ Assign auto-distribution rules to allocate leads to sales reps based on location, category, or product. Click to Learn More
4️⃣ Set up Automated Follow-ups via WhatsApp, Email, or SMS.

Step 5: Test & Activate Integration
1️⃣ Run a test by submitting an inquiry on your IndiaMart page.
2️⃣ Check if the lead appears in Borg Desk CRM under the Manage All Leads Under Lead Opportunities.
3️⃣ If everything works fine, activate the integration.

Key Benefits of IndiaMart Integration with Borg Desk CRM
✅ Automatic Lead Capture – No need to manually enter leads.
✅ Instant Notifications – Sales team gets real-time alerts for new inquiries.
✅ Faster Response Time – Automate WhatsApp, SMS & Email responses.
✅ Lead Assignment – Auto-assign leads to the right sales executives.
✅ Improved Conversion Rate – Quick response = higher chance of closing deals.
✅ Centralized Lead Tracking – View & manage all leads in one place.

Start Managing Your IndiaMart Leads Efficiently!
With Borg Desk CRM, you can capture, track, and convert your IndiaMart leads seamlessly.
Would you like a demo of how this integration works? Let us know!

Admin

February 26, 2024

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