Integrating Lead with URL for Machinery Business Automation

Learn how to automate lead management in your machinery business by integrating Lead with URL and Google Sheets for efficient inquiry tracking. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Lead Integration with URL

Lead integration with URL is crucial for managing inquiries in the machinery and industrial supplies sector. To start, you need to connect your India M account to automate the inquiry process. This integration allows you to capture new leads directly into your Google Sheets, streamlining your workflow. using Pabbly Connect

Begin by logging into your Pabbly Connect account and creating a new workflow. Name your workflow something descriptive, like ‘Add Industrial Supplies and Machinery Business Leads to Google Sheets.’ Save it in a designated folder for easy access.

2. Configuring the Trigger Application for New Leads

The trigger application in this integration is Lead from India M. You will set it up to activate whenever a new inquiry is received. To do this, select India M as your trigger application and choose the event ‘New Lead’ to initiate the workflow. using Pabbly Connect

• Select India M as the trigger application.
• Choose the trigger event as ‘New Lead’.
• Copy the provided webhook URL for the next steps.

After copying the webhook URL, log in to your India M account. Navigate to the Lead Manager section, click on the three dots menu, and select ‘Import Export Lead’. From there, open the ‘Push API’ option and enter the webhook URL you copied earlier into the designated field.

3. Testing the Connection with a Dummy Inquiry

Once you have set up the webhook, it’s time to test the connection. Submit a dummy inquiry through your India M account to ensure that the integration works correctly. This step is crucial for validating that the lead information is captured accurately. using Pabbly Connect

To do this, go to your India M account and select a supplier. Fill out the inquiry form with necessary details such as your requirements and submit it. This action will trigger the webhook and send the inquiry details to your Pabbly Connect workflow.

• Select a supplier and fill in the inquiry form.
• Include details like product specifications and shipping information.
• Submit the inquiry to send data to your workflow.

After submitting the inquiry, return to your Pabbly Connect dashboard. You should see that the workflow has captured the response, including all relevant lead details such as name, email, and inquiry message.

4. Configuring Google Sheets as the Action Application

With the lead successfully captured, the next step is to configure Google Sheets as the action application. This allows you to automatically add new lead details to your spreadsheet for better management of inquiries. using Pabbly Connect

Select Google Sheets as the action application and choose the event ‘Add New Row’. Connect your Google account by signing in and granting the necessary permissions. Once connected, select the appropriate spreadsheet where you want the lead details to be saved.

Choose Google Sheets for the action application. Select ‘Add New Row’ as the action event. Map the lead details from the trigger response to the spreadsheet columns.

In this step, you will map the lead details such as name, email, phone number, and inquiry message from the trigger response to the corresponding columns in your Google Sheets. This ensures that every new lead is recorded accurately and in real-time.

5. Finalizing Your Automation and Monitoring Leads

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the data is being added correctly to your Google Sheets. If successful, you will see the lead information reflected in your spreadsheet. using Pabbly Connect

With your automation finalized, you can now sit back and relax while Pabbly Connect handles lead management. As new inquiries come in through your India M account, they will automatically populate in your Google Sheets, allowing for efficient tracking and follow-ups.

Remember, this integration not only saves time but also helps in improving your sales pipeline by ensuring no inquiries are missed. With a streamlined process in place, your sales team can focus on converting leads into customers.

Conclusion

This tutorial demonstrated how to integrate Lead with URL for managing inquiries in the machinery and industrial supplies business. By automating this process, you can efficiently track leads and improve your overall sales strategy.