Integrating Agriculture Inquiries with Google Sheets Using Pabbly Connect

Learn how to automate the process of adding agriculture inquiries to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, first open your browser and navigate to the Pabbly website. Here, you will find options to sign in or sign up for free. If you already have an account, click on the ‘Sign In’ button.

Once logged in, you will see a dashboard displaying various Pabbly applications. Click on Pabbly Connect to access the integration platform. This is where you will create a workflow to connect your inquiry management system with Google Sheets.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this integration, name the workflow appropriately, such as ‘Agriculture Inquiries to Google Sheets’.

• Click on ‘Create’ to initiate the workflow.
• This opens the workflow window, where you can set triggers and actions.

In this window, you will select your trigger application. For this task, choose ‘India Mart’ as the trigger application. This selection will ensure that whenever a new inquiry is received, it will trigger the workflow in Pabbly Connect.

3. Configuring Trigger Settings for India Mart

Next, set the trigger event to ‘New Leads’. Upon selecting this, Pabbly Connect will provide you with a Webhook URL. This URL is crucial as it will connect your India Mart account with the workflow.

Copy the Webhook URL and navigate to your India Mart account. In the left sidebar, go to ‘Lead Manager’ and select the option for ‘Push API’. Here, you will need to configure your API settings by:

• Choosing ‘Other’ as the source.
• Entering ‘Pabbly Connect’ for the CRM platform name.
• Pasting the copied Webhook URL into the Listener URL field.

After entering these details, click on ‘Save Details’ to finalize the connection between India Mart and Pabbly Connect.

4. Testing the Integration with a Dummy Inquiry

To test the integration, you need to perform a dummy inquiry submission on India Mart. This will help verify that the data is being sent correctly to Pabbly Connect. Submit an inquiry as if you are a customer interested in purchasing agricultural products.

Once the inquiry is submitted, return to Pabbly Connect and check if the webhook has received the data. You should see the details of your inquiry captured in the workflow. This confirms that the trigger is functioning correctly.

If the test submission is successful, you will see a positive response indicating that the inquiry details have been received. This step is essential to ensure that your workflow is set up correctly before proceeding to the next stage.

5. Adding Inquiry Data to Google Sheets

The final step involves adding the captured inquiry details to Google Sheets. In Pabbly Connect, select ‘Google Sheets’ as your action application. Choose the action event as ‘Add New Row’ to ensure that each new inquiry is added as a new entry in your spreadsheet.

Connect your Google Sheets account by either selecting an existing connection or creating a new one. Once connected, choose the specific spreadsheet where you want the data to be added. Map the fields from the inquiry data to the corresponding columns in your Google Sheets.

Map the name, email, phone number, and inquiry details from the trigger. Click on ‘Save and Send Test Request’ to verify that the data is correctly added.

After successfully adding the details to Google Sheets, you can check your spreadsheet to confirm that the inquiry data appears correctly. This integration will now run automatically, adding new inquiries to your Google Sheets in real-time.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate India Mart inquiries with Google Sheets. By following these steps, you can automate the process of managing agricultural inquiries efficiently.

Utilizing Pabbly Connect not only streamlines your workflow but also ensures you never miss an inquiry, allowing you to focus on converting leads into clients.