Integrating IndiMart Leads with Google Sheets Using Pabbly Connect

Learn how to automate the process of adding IndiMart leads to Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of adding new leads from IndiMart into Google Sheets, you first need to access Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once you have signed up or logged into your existing account, you will see the dashboard of Pabbly Connect. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner of the dashboard.

2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, a dialog box will appear prompting you to name your workflow. For this integration, name it ‘Add IndiMart Leads to Google Sheets’. This will help you easily identify the workflow later. You will also need to select a folder to save this workflow in.

• Choose a descriptive name for the workflow.
• Select the appropriate folder for organization.

Once you have named your workflow and selected a folder, click on the ‘Create’ button. You will now see two windows labeled ‘Trigger’ and ‘Action’, which are essential components of your automation process in Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow. For this integration, select ‘IndiMart’ as your trigger application. This means that every time a new lead is generated on your IndiMart account, it will trigger the workflow you are creating in Pabbly Connect.

Choose the ‘New Leads’ event as the trigger. Pabbly Connect will provide you with a unique webhook URL that you will need to copy to connect IndiMart with Pabbly Connect. Log into your IndiMart account and navigate to the Lead Manager section to set up the webhook.

• Go to Lead Manager in IndiMart.
• Select ‘Import and Export Leads’ followed by ‘Push API’.
• Paste the copied webhook URL in the appropriate field.

After saving the details, you can test the connection by generating a test lead in your IndiMart account. This will confirm that Pabbly Connect is successfully capturing the new lead data.

4. Setting Up the Action in Pabbly Connect

Once the trigger is successfully set up, the next step is to configure the action. For this integration, select ‘Google Sheets’ as your action application. This means that every time a new lead is captured, Pabbly Connect will automatically add the lead’s details to your Google Sheets.

Choose the ‘Add New Row’ event as the action. You will need to connect your Google Sheets account by clicking on the ‘Connect’ button. A pop-up will appear prompting you to sign in with your Google account and allow Pabbly Connect access to your Google Sheets.

Select the spreadsheet where you want to add the leads. Map the fields from the IndiMart lead data to the corresponding columns in your Google Sheets.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will send a test lead to your Google Sheets, confirming that the integration works correctly.

5. Conclusion

In conclusion, using Pabbly Connect to automate the process of adding IndiMart leads to Google Sheets can save you time and reduce errors. By following the steps outlined in this tutorial, you can streamline your lead management process efficiently. This integration ensures that all your leads are captured systematically, allowing you to respond promptly to potential clients.

With Pabbly Connect, you can create similar automations with various applications to enhance your business operations.