Integrate Indiamart Inquiries to Microsoft Excel Using Pabbly Connect

Learn how to integrate Indiamart inquiries into Microsoft Excel using Pabbly Connect with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Indiamart inquiries with Microsoft Excel, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks every month.

Once signed in, you will see the ‘All P Apps’ window. Here, select Pabbly Connect by clicking on ‘Access Now’. This will take you to the Pabbly Connect dashboard, where you can create a new workflow for your automation.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for setting up your automation. In Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow: ADD Web Design and Development Solutions for Indiamart Inquiries to Excel.
• Select the folder: Choose ‘Indiamart Automations’ from the dropdown.

After naming your workflow and selecting the folder, click on ‘Create’. This will set up your workflow in Pabbly Connect. You will see two sections: Trigger and Action, which are vital for your automation process.

3. Setting Up the Trigger in Pabbly Connect

The next step is to configure the trigger in your workflow. For the trigger application, select ‘Indiamart’ as you want to capture new leads. Under the trigger event, choose ‘New Leads’. This means that every time a new lead is generated, Pabbly Connect will capture this information.

Once you select the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as you will need it to connect Indiamart to Pabbly Connect. Log into your Indiamart account and navigate to the Lead Manager option.

• Click on ‘Menu’ and select ‘Import and Export Leads’.
• Choose the ‘Push API’ option and set the source as ‘Other’.
• Enter ‘Pabbly Connect’ as the platform name and paste the copied webhook URL.

After saving the details, generate an OTP to complete the connection. Once the webhook URL is successfully added to your Indiamart account, return to your workflow in Pabbly Connect to check for a webhook response.

4. Testing the Connection Between Indiamart and Pabbly Connect

With the webhook URL successfully added, it’s time to test the connection. Generate a test lead in your Indiamart account to see if Pabbly Connect captures the response. Search for a dummy product and click on the ‘Contact Supplier’ button. Fill out the inquiry message and submit it.

Once the inquiry is submitted, go back to your Pabbly Connect workflow. You should see that it is now waiting for a webhook response. If the connection is successful, Pabbly Connect will capture the details of the test lead, including the query ID, name, email, phone number, and other relevant information.

Verify that the captured response includes all necessary details to ensure that Indiamart is successfully connected to Pabbly Connect. This confirms that the trigger setup is complete.

5. Adding New Leads to Microsoft Excel via Pabbly Connect

Now, it’s time to set up the action step in your workflow. For the action application, select ‘Microsoft Excel’ to create a record of new leads. Choose the action event as ‘Add Row to Worksheet’ to ensure that every new lead is recorded in your Excel sheet.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your Microsoft Excel account. After authorization, select the workbook where you want to store the lead details. In this case, choose the workbook named ‘Indiamart Lead Details’.

Select the worksheet: Choose ‘Sheet1’ where the lead details will be added. Map the fields: Ensure that the fields in Pabbly Connect align with your Excel columns such as Query ID, Name, Email, Phone Number, etc.

After mapping all required fields, click on ‘Save and Send Test Request’. If the test is successful, check your Microsoft Excel worksheet to confirm that the lead details have been recorded correctly. This indicates that the integration between Indiamart and Microsoft Excel through Pabbly Connect is functioning as intended.

Conclusion

This tutorial demonstrated how to automate the process of adding Indiamart inquiries to Microsoft Excel using Pabbly Connect. By following these steps, you can streamline your workflow, reduce manual data entry, and enhance your business efficiency.