Indiamart Erpnext Integration by GreyCube.in

Indiamart CRM API Version 2(Lead), integration with ERPNext by GreyCube.in 🚀️

What does the app do?

  • Indiamart.com : It is a market place where buyers come to fulfill their purchase requirements. i.e. they generate Leads
  • ERPNext : It is open source ERP
  • Indiamart Erpnext Integration (App): It automatically pulls purchase inquires from indiamart and creats lead in ERPNext. App is developed by GreyCube.in (official and certified ERPNext service provider)

Benefits

  • No Manual Entry/intervention required
  • No Human Erorr
  • Pulls all leads based on the time
  • Don't miss out any potential leads
  • Focus on lead conversion and not on lead data entry/handling
  • Make full use of ERPNext CRM module
  • As the lead gets generated automatically in ERPNext, you can serve your customers with no delay and do more business than competitors

Features

  • Pull Leads from IndiaMart via API every 5 mins. Overlap is such that no lead is lost.
  • Create Leads automatically in ERPNext
  • Maps respective fields of IndiaMart with ERPNext Lead.👀️ *
  • Auto creation of contacts/address in ERPNext
  • Handle Duplicate/ Repeat Leads based on mobile_no/ email
  • Automatically create Opportunity for repeat leads
  • IndiaMart Integration Log maintained
  • Facility to map indiamart provided Query Type in Inquiry to your Lead Source
  • Facility to manaully pull leads for specific time frame
  • App workspace with all related links *
  • Connection dashboard at top of releated doctypes in ERPNext
  • Receive Auto Notification incase of error during Lead Integration
  • All IndiaMart Integration Best Practices followed

How to setup?

  1. Get mobile no and API Key from indiamart
  • Mobile: This is the primary mobile number of your account registered with IndiaMART
  • API Key : Go to seller.indiamart.com->Login to Account->Lead Manager( under 3 dots menu)->Click on CRM Integreation, it generates a unique API Key which is received on your primary email.
  • OR go to key generation page direct link : https://seller.indiamart.com/leadmanager/crmapi *
  1. Enter all details in Indiamart Settings doctype. ex URL https:///app/indiamart-settings *

Support

  • The steps are well documented above and app is tested with large amount of real indiamart data. So as such no help will be required.
  • Setup support : It would be maximum 1 hour. 500 INR / 10$. Email at admin@greycube.in
  • All other support: Email at admin@greycube.in with details to get quote

Contact us for customization

  • Automatic mapping of Territory based on IndiaMart Lead Origin
  • Automatic mapping of Leads based on Territory Manager
  • Automatic mapping of Leads based on Round Robin ALgorithm for multiple Sales person in a specific Territory
  • Single dashboard view of lead response
  • Integrate your sales team call data with lead