How to Send Email Notifications to IndiaMART Leads Using Pabbly Connect

Learn how to automate email notifications for IndiaMART leads using Pabbly Connect. Follow this step-by-step guide to streamline your lead management process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART Integration

To send email notifications to IndiaMART leads, you first need to access Pabbly Connect. This integration platform allows seamless automation between IndiaMART and Gmail.

Start by signing into your Pabbly Connect account. If you’re new, sign up to create an account. After logging in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button located on the right side of the dashboard. You will be prompted to name your workflow. For this integration, name it something relevant, like ‘Email Notification to IndiaMART Leads’.

• Click on the ‘Create’ button to proceed.
• Select ‘IndiaMART’ as your trigger application.
• Choose the trigger event as ‘New Leads’.

Once set, the workflow will monitor for new leads in IndiaMART, which will trigger the email notification process.

3. Connecting IndiaMART to Pabbly Connect

Next, you need to connect your IndiaMART account to Pabbly Connect. Click on ‘Connect’ and then choose ‘Add New Connection’. You will be required to enter your CRM API key from your IndiaMART account.

To obtain the API key, log into IndiaMART, navigate to Settings, then Account Settings, and find the CRM API section. Generate your key and paste it into Pabbly Connect. This establishes a connection between the two platforms.

4. Setting Up Gmail Action in Pabbly Connect

After successfully connecting IndiaMART, it’s time to set up the action application. Select ‘Gmail’ as your action application in Pabbly Connect and choose the action event as ‘Send Email’.

Click on ‘Connect’ to link your Gmail account. You will need to authorize Pabbly Connect to access your Gmail account. Once authorized, fill in the required fields to set up the email notification.

• Map the recipient’s email address from the previous step.
• Provide a subject line like ‘Query Received Successfully’.
• Compose the email content, including details about the lead.

After filling in the fields, click on ‘Save and Send Test Request’ to verify if the email is sent correctly.

5. Testing the Integration in Pabbly Connect

Once you have configured the Gmail action, it’s time to test the entire integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, the recipient will receive the email notification.

Check the recipient’s inbox to confirm the email has been received. If the email appears as expected, your integration is successful! This means every time a new lead is captured in IndiaMART, an email notification will automatically be sent via Gmail.

Conclusion

Using Pabbly Connect, you can easily automate email notifications for IndiaMART leads. This integration streamlines your lead management process and ensures timely communication with potential customers.