Integrate Healthcare Inquiries with Google Sheets Using Pabbly Connect

Learn how to automate the integration of healthcare inquiries from IndiaMART to Google Sheets using Pabbly Connect in this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Access Pabbly Connect for Seamless Integration

To start integrating healthcare inquiries with Google Sheets, first, access Pabbly Connect. This powerful platform allows you to automate tasks without any coding knowledge. Simply visit the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser.

Once on the landing page, you will see options to either sign in or sign up for free. Existing users can click on ‘Sign In’ to access their accounts, while new users can sign up and receive free automation credits. After signing in, you can access all Pabbly applications, but for this tutorial, we will focus on Pabbly Connect.

Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to set up your automation process. You will be prompted to name your workflow; enter a descriptive name such as ‘Healthcare Inquiries to Google Sheets’. This helps you identify the workflow easily later.

Next, you will be taken to the workflow window where you will set up a trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, we will use IndiaMART as the trigger application since we want to capture new inquiries.

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

By setting up this workflow, you enable Pabbly Connect to monitor your IndiaMART account for new inquiries, ensuring that no potential leads are missed.

Connect IndiaMART to Pabbly Connect

To connect your IndiaMART account with Pabbly Connect, log into your IndiaMART account and navigate to the Lead Manager section. Here, you will find options to import and export leads. Select the ‘Push API’ option to integrate with Pabbly Connect.

In the Push API settings, choose ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the Webhook URL you copied earlier into the Webhook Listener URL field. After this, click on ‘Save Details’. You will be prompted to generate an OTP to complete the connection process.

• Select ‘Other’ in the source option.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the Webhook URL and click ‘Save’.

Once you submit the OTP, your IndiaMART account will be successfully connected to Pabbly Connect. This allows all new inquiries to trigger the workflow you set up, ensuring that inquiries are captured in real-time.

Setup Google Sheets Action in Pabbly Connect

With your IndiaMART account connected, the next step is to set up Google Sheets as the action application in Pabbly Connect. Search for Google Sheets and select it as the action application. You will then be prompted to choose an action event; select ‘Add New Row’ to ensure that new inquiries are added to your spreadsheet.

After selecting the action event, you will need to connect your Google Sheets account. Click on ‘Connect’, and if prompted, sign in with your Gmail account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets data. Once connected, select the spreadsheet you want to use, such as ‘New Leads and Queries’.

Select ‘Add New Row’ as the action event. Connect your Google Sheets account by signing in with Gmail. Choose your spreadsheet and the specific sheet within it.

This setup allows Pabbly Connect to automatically add new inquiries from IndiaMART to your Google Sheets, streamlining your lead management process.

Map Data from IndiaMART to Google Sheets

The final step in your automation process is to map the data from your IndiaMART inquiries to the corresponding fields in Google Sheets. In the action setup, you will see fields for name, email, and query. Instead of entering static information manually, you will map these fields to the dynamic data captured from your trigger.

To do this, select the response fields from the previous step. For example, map the name field to the name captured from IndiaMART, the email field to the email, and the query field to the inquiry message. This ensures that every new lead’s information is accurately recorded in your spreadsheet.

Map the ‘Name’ field from the trigger response. Map the ‘Email’ field from the trigger response. Map the ‘Query’ field from the trigger response.

After mapping the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will see a confirmation that the details have been successfully added to your Google Sheets. This automation via Pabbly Connect ensures that all inquiries are organized and easily accessible for follow-up.

Conclusion

In conclusion, using Pabbly Connect to integrate healthcare inquiries from IndiaMART to Google Sheets streamlines your lead management process. By automating this workflow, you ensure all inquiries are captured efficiently, allowing you to focus on converting leads into customers effectively.