Automate Sending Product Quotations to IndiaMART Leads via Gmail Using Pabbly Connect

Learn how to automate sending product quotations to IndiaMART leads via Gmail using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending product quotations to IndiaMART leads via Gmail, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under the Pabbly Connect section. This action opens your Pabbly Connect dashboard, where you can create an automation workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the sending of product quotations. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A new window will appear asking for a workflow name.

• Name your workflow, for example, ‘IndiaM Automation’.
• Select a folder to save the workflow in.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The trigger application will be IndiaMART, and the action application will be Gmail. These steps are essential as they define how Pabbly Connect will facilitate the automation process.

3. Setting Up the Trigger for New Leads

The next step is to set up the trigger for new leads generated in IndiaMART. Click on the trigger application option and select IndiaMART as your trigger application. For the trigger event, choose ‘New Leads’. Then, click on ‘Connect’.

A window will prompt you to enter the IndiaMART CRM API key. To find this key, log in to your IndiaMART account, navigate to the settings, and click on ‘Account Settings’. There you will find the option for CRM API. Copy the key and paste it into Pabbly Connect.

• Click on ‘Save’ to establish the connection.
• Test the connection by sending a test request.

If successful, you will see a response containing lead details. This indicates that Pabbly Connect has successfully captured the new lead from IndiaMART.

4. Setting Up the Action to Send Email via Gmail

Now, it’s time to set up the action step in your workflow. Click on the action application option and select Gmail. For the action event, choose ‘Send Email’ and click on ‘Connect’.

You will be prompted to authorize Pabbly Connect to access your Gmail account. Click on ‘Allow’ to grant permission. Once connected, you will need to fill in the recipient’s email address, which can be dynamically mapped from the previous step’s response.

Map the recipient’s email address from the lead details. Fill in the subject line with ‘Quotation for [Product Name]’. Compose the email body, including a greeting and the quotation details.

After completing the email setup, test the action by sending a test email. This ensures that your automation is functioning correctly through Pabbly Connect.

5. Finalizing Your Integration and Testing

After setting up both the trigger and action, it’s time to finalize your integration. Click on the ‘Save and Send Test Request’ button. You should receive a confirmation message indicating that the email has been sent successfully.

Open your Gmail account to verify that the email has been received. The email should contain the quotation attached, confirming that the automation works flawlessly. This integration showcases how Pabbly Connect can streamline your workflow by automatically sending product quotations to leads from IndiaMART.

Conclusion

In this tutorial, we explored how to automate sending product quotations to IndiaMART leads via Gmail using Pabbly Connect. By following the outlined steps, you can streamline your workflow and ensure timely communication with your leads.