Automating Lead Management: Integrating Trigger with India M and Microsoft Excel

Learn how to automate adding India M leads to Microsoft Excel using Trigger and P Connect Now for seamless lead management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with India M

The first step in automating lead management is to set up the Trigger application with India M. This process begins by logging into your P Connect account and creating a new workflow. The objective is to ensure that every new lead from India M is automatically added to Microsoft Excel.

After logging in, you will click on the ‘Create Workflow’ button. Here, you will name your workflow something descriptive like ‘Add India M Leads to Microsoft Excel Automatically’. You will then select the appropriate folder, which could be named something like ‘India M Leads’. Once you have set this up, proceed to set up your trigger.

2. Defining the New Lead Trigger from India M

In this section, you will define the trigger event for your workflow. The trigger application will be India M, and you need to select the event labeled ‘New Leads’. This specifies that whenever a new lead is generated in India M, the workflow will be activated.

• Select India M as your trigger application.
• Choose ‘New Leads’ as the trigger event.
• Connect India M to P Connect using the provided webhook URL.

To connect India M with P Connect, you will need to copy the webhook URL provided during the setup. This URL acts as a bridge between the two applications. You will then navigate to your India M account, go to the Lead Manager section, and set up the API integration by selecting the option for push API.

3. Configuring Microsoft Excel as the Action Application

After setting up the trigger, the next step is to configure Microsoft Excel as the action application. This is where the lead data will be stored. You will search for Microsoft Excel in your P Connect workflow and select it as the action application.

For the action event, choose ‘Add Row to Worksheet’. This action ensures that each new lead from India M will be added as a new row in your Excel sheet. You will then connect Microsoft Excel to P Connect by clicking on ‘Add New Connection’ and granting the necessary permissions.

Next, you will select the specific workbook where you want to store the lead data. This workbook should already have predefined columns for lead details such as name, email, state, and product inquiry. By mapping these fields, you ensure that the correct data is populated in the appropriate columns.

4. Mapping Lead Data from India M to Excel

Mapping is a crucial step in ensuring that the data from India M is accurately reflected in your Microsoft Excel workbook. You will map fields such as lead name, email address, state, and product inquiry. This ensures that when a new lead comes in, all relevant details are captured correctly.

• Map the lead’s name to the corresponding column in Excel.
• Map the email address, state, and company name accurately.
• Ensure that all fields are mapped to maintain data integrity.

Once all fields are mapped, you will save the configuration. This step is essential as it allows the workflow to dynamically update with new lead details as they come in. You can test the setup by generating a test lead to ensure everything is functioning correctly.

5. Testing and Verifying the Integration

The final step is to test and verify that the integration between India M and Microsoft Excel through P Connect is working correctly. You will generate a test lead in India M and check if it appears in your Excel workbook.

After generating the test lead, navigate back to your Microsoft Excel workbook to verify that the data has populated correctly. You should see all the details of the test lead, such as name, email, state, and product inquiry, accurately represented in the designated columns.

If the test is successful, your automation is complete, and you can now confidently manage leads from India M to Microsoft Excel without manual entry. This integration streamlines your workflow, allowing you to focus on engaging with potential customers rather than administrative tasks.

Conclusion

Integrating Trigger with India M and Microsoft Excel using P Connect automates lead management effectively. By following the outlined steps, you can ensure that your lead data is always up-to-date and ready for action.