Learn how to automate adding IndiaMART leads to Google Sheets for telecommunication equipment using Pabbly Connect. Step-by-step guide included! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate adding IndiaMART leads to Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly, allowing you to explore the application.
Once logged in, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create your workflow. The first step is to click on the ‘Create Workflow’ button to initiate the process.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow that connects IndiaMART to Google Sheets using Pabbly Connect. After clicking on ‘Create Workflow,’ you will be prompted to enter a name for your workflow. Name it ‘Add IndiaMART Leads to Google Sheets’ and select a folder for saving your workflow.
- Enter the workflow name: Add IndiaMART Leads to Google Sheets.
- Select the folder: Automations.
- Click on the ‘Create’ button.
This action opens the workflow editor, where you can set a trigger and an action. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, you will select IndiaMART as your trigger application.
3. Setting Up the Trigger for IndiaMART
To set up the trigger, choose IndiaMART as the trigger application in Pabbly Connect. You will be prompted to select a trigger event. Choose ‘New Leads’ as your trigger event. This event will activate the workflow whenever a new lead is captured in your IndiaMART account.
After selecting the trigger event, Pabbly Connect provides a Webhook URL. Copy this URL as you will need it to connect IndiaMART to Pabbly Connect. Next, log into your IndiaMART account and navigate to the Lead Manager section.
- Go to Lead Manager from the left sidebar.
- Click on the three dots for Import/Export Leads.
- Select ‘Push API’ and enter the Webhook URL.
After pasting the URL, click on ‘Save Details’. You will then be prompted to generate an OTP, which you must enter to complete the setup.
4. Adding Google Sheets as an Action in Pabbly Connect
Once the trigger is set up, it’s time to add Google Sheets as the action in Pabbly Connect. Select Google Sheets as your action application. You will need to choose the action event, which should be ‘Add New Row’. Click on the connect button to link your Google Sheets account.
If you have not connected Google Sheets previously, you will need to create a new connection. Click on ‘Sign in with Google’ and select your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets data.
Choose the spreadsheet: New Leads and Inquiries. Select the sheet: Sheet1. Map the required fields: Name, Phone, Address, and Query Message.
By mapping these fields, you ensure that the lead details from IndiaMART are automatically added to your Google Sheets, streamlining your lead management process.
5. Testing the Automation Workflow
After completing the setup, it’s crucial to test the automation created with Pabbly Connect. Perform a test submission in IndiaMART to ensure that the workflow captures the lead data correctly. You can do this by clicking the ‘Test Your Webhook Listener URL’ button in the IndiaMART Push API settings.
Once the test is successful, check your Google Sheets to confirm that the lead details have been added correctly. This verification step ensures that your automation is functioning as intended, allowing your sales team to follow up on leads promptly.
With this automation, every new lead from IndiaMART will be automatically recorded in Google Sheets, saving you time and reducing manual data entry errors. The entire process from lead capture to Google Sheets is handled seamlessly by Pabbly Connect.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the addition of IndiaMART leads to Google Sheets. By following the outlined steps, you can streamline your lead management process, ensuring efficient follow-ups and improved business operations.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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