Learn how to integrate IndiaMART leads with Google Sheets for your Music Academy using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start integrating IndiaMART leads with Google Sheets, you first need to access Pabbly Connect. This platform allows you to create automated workflows without any coding knowledge. Begin by visiting the Pabbly Connect website and signing in or creating a new account.
Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Add IndiaMART Leads to Google Sheets for Music Academy.’ Select a folder to save your workflow, and then click on the ‘Create’ button to proceed.
2. Setting Up the Trigger for IndiaMART Leads
In this step, you will set up the trigger application in Pabbly Connect. Select IndiaMART as your trigger application, and choose the event ‘New Lead’. This means that every time a new lead comes in through IndiaMART, it will trigger the workflow.
- Select ‘IndiaMART’ for the trigger application.
- Choose ‘New Leads’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
Next, log in to your IndiaMART account and navigate to the Lead Manager. Here, you will set up the webhook by pasting the copied URL in the appropriate field. This connection allows Pabbly Connect to receive data from IndiaMART.
3. Testing the Trigger Connection
After setting up the webhook, it’s essential to test the connection to ensure everything is working correctly. Go back to your Pabbly Connect dashboard, where you will see the status as ‘Waiting for Webhook Response’. To test it, you need to submit a new lead from your IndiaMART profile.
Open your profile in incognito mode and submit a query to your own business. Once the inquiry is submitted, check back in Pabbly Connect to see if the response has been captured. You should see details like the lead’s name, email, and inquiry message.
4. Setting Up Google Sheets as the Action Application
Now that the trigger is tested and working, it’s time to set up the action application. In Pabbly Connect, select Google Sheets as your action application and choose the event ‘Add New Row’. This action will automatically add the new lead’s details to your designated Google Sheets spreadsheet.
Connect your Google account by clicking on ‘Sign in with Google’ and granting the necessary permissions. Once connected, select the spreadsheet where you want to store the leads. Ensure the fields in the spreadsheet match the data you are receiving from IndiaMART.
- Select your Google Sheets spreadsheet.
- Map the fields from the IndiaMART response to the corresponding columns in Google Sheets.
- Test the action to ensure data is being added correctly.
After mapping all the necessary fields, click on ‘Save and Send Test Request’ to check if the data is correctly added to your Google Sheets. You should see the new lead appearing in your spreadsheet.
5. Finalizing the Automation Workflow
With both the trigger and action set up, your automation using Pabbly Connect is nearly complete. To finalize, review your workflow settings and ensure everything is connected properly. You can also add additional actions or filters if needed.
Once satisfied, activate the workflow. From now on, every time you receive a new lead on IndiaMART, it will automatically be added to your Google Sheets. This saves time and ensures you never miss a lead.
To test the complete workflow, submit another inquiry from your profile and verify that it appears in your Google Sheets. This confirms that your automation is functioning as intended.
Conclusion
This tutorial demonstrated how to seamlessly integrate IndiaMART leads into Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process and manage your leads effectively.
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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