Connecting to IndiaMART

Setting it up

1. In BMexa go to Marketing › Integrations › IndiaMART › Add connection and copy the webhook URL.
2. In IndiaMART Seller go to Lead Manager › Settings › CRM integration (Push API) and enter the BMexa URL as the push URL.
3. If your plan has no Push API option, use Send by email on the BMexa page to send the request to IndiaMART support.

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).