Integrating Healthcare Inquiries into Google Sheets Using Pabbly Connect

Learn how to automate healthcare inquiries from IndiaMART to Google Sheets using Pabbly Connect for seamless data management. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating healthcare inquiries into Google Sheets, first, access Pabbly Connect by visiting Pabbly.com/connect. You can sign in if you are an existing user or sign up for free to get started. Once logged in, you will see various Pabbly applications, but today we will focus on Pabbly Connect.

After signing in, locate the ‘Create Workflow’ button on your dashboard. This is where you will set up the integration workflow. You will need to name your workflow, such as ‘Healthcare Inquiries to Google Sheets,’ and select the appropriate folder to save it. Click on the ‘Create’ button to proceed to the workflow window.

2. Setting Up Trigger from IndiaMART

In this step, we set up the trigger in Pabbly Connect. The trigger application will be IndiaMART, as we want to capture new inquiries. Select IndiaMART as your trigger application and choose the trigger event as ‘New Lead Received.’ This event will initiate the workflow whenever a new inquiry is made.

• Select IndiaMART as the trigger application.
• Choose the trigger event ‘New Lead Received’.
• Copy the provided Webhook URL.

Next, log into your IndiaMART account and navigate to the Lead Manager section. Here, you will select ‘Import/Export Leads’ and then choose ‘Push API’. In the CRM platform name, enter ‘Pabbly Connect’ and paste the copied Webhook URL. Click ‘Save Details’ to establish the connection. This setup allows Pabbly Connect to capture inquiries automatically.

3. Testing the Trigger with a Dummy Inquiry

After setting up your trigger, it’s essential to test if everything is working correctly. This is where Pabbly Connect shines by allowing you to perform a test submission. Use a separate IndiaMART account to create a dummy inquiry. Ensure the inquiry includes relevant details such as product interest, contact information, and any specific queries.

• Log into your dummy IndiaMART account.
• Submit a test inquiry for healthcare equipment.
• Check if the inquiry appears in Pabbly Connect.

Once the test inquiry is submitted, return to your Pabbly Connect workflow. You should see that it has captured the response from IndiaMART. This confirmation indicates that the trigger setup is successful and ready for further actions.

4. Adding Action to Google Sheets

Now that the trigger is set, it’s time to add the action step in Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add New Row.’ This action will automatically add the inquiry details into your Google Sheets.

Next, connect your Google Sheets account by clicking on ‘Sign in with Google.’ Grant the necessary permissions to Pabbly Connect to access your Google Sheets. After connecting, select the spreadsheet where you want to store the inquiries. Ensure that the sheet has columns for name, email, and query.

5. Mapping Data and Completing the Workflow

With Google Sheets connected, it’s time to map the data from the trigger to the action in Pabbly Connect. This involves linking the fields from the inquiry data to the corresponding columns in your Google Sheets. For example, map the name, email, and query fields from the inquiry response.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the data is added correctly to your Google Sheets. Once confirmed, you will see the new inquiry details appear in your specified spreadsheet, indicating that the workflow is fully functional.

This setup allows you to automate the process of capturing healthcare inquiries from IndiaMART directly into Google Sheets, ensuring all potential leads are organized efficiently for follow-up and management.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate healthcare inquiries from IndiaMART into Google Sheets. By automating this process, businesses can efficiently manage inquiries and improve their response time to potential clients. This integration not only saves time but also enhances the ability to track and follow up on leads effectively.