Automate Emails to IndiaMART Leads Using Pabbly Connect

Learn how to automate sending emails to IndiaMART leads via Gmail using Pabbly Connect. Follow our step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To start automating emails to IndiaMART leads, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach the landing page. Here, you will see options to sign in or sign up for free.

If you’re a new user, click on ‘Sign up for free’ to create your account. Existing users should click on ‘Sign in’ to access their dashboard. Once logged in, you will see various Pabbly applications, but today, we will focus on Pabbly Connect for integrating IndiaMART with Gmail.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder. Name your workflow something like ‘Send Automated Emails to IndiaMART Leads via Gmail’ and select the appropriate folder.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set a trigger and an action for your workflow.
• Select IndiaMART as the trigger application.

In the workflow window, you will define the trigger event. Select ‘New Lead’ to ensure the workflow triggers every time a new lead is received. This setup is crucial for automating your email responses effectively using Pabbly Connect.

3. Connecting IndiaMART to Pabbly Connect

With your trigger set, you will now need to connect your IndiaMART account to Pabbly Connect. You will receive a webhook URL that you must copy. This URL will be used to establish the connection between IndiaMART and your Pabbly workflow.

Log in to your IndiaMART account, navigate to the Lead Manager section, and select ‘Import/Export Leads’ followed by ‘Push API’. Here, you will select the source as ‘Other’ and enter the platform name as ‘Pabbly Connect’. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Click on ‘Save Details’ to finalize the connection.
• You may need to generate an OTP to complete the connection process.

After submitting the OTP, your IndiaMART account will be successfully connected to Pabbly Connect. This integration allows you to automatically send emails to leads as they come in.

4. Setting Up Gmail Action in Pabbly Connect

Now that you have set up the trigger, it’s time to configure the action step. For this, select Gmail as your action application in Pabbly Connect. Choose the action event as ‘Send Email V2’ to automate the email sending process.

You will be prompted to connect your Gmail account. If you have already connected it, you can select the existing connection. Otherwise, click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect with your Gmail account.

Map the recipient’s email address from the trigger step. Fill in the subject line and email content, customizing it with lead details.

This mapping ensures that every email sent is tailored to the specific lead, enhancing your communication efforts. After completing the setup, click on ‘Save and Send Test Request’ to confirm that your automated email is functioning correctly through Pabbly Connect.

5. Testing and Completing Your Workflow

After setting up the Gmail action, it’s essential to test your workflow to ensure everything is functioning as intended. Trigger a test lead in your IndiaMART account to see if Pabbly Connect captures the lead details correctly.

Check the response in your Pabbly Connect workflow to confirm that the test submission has been recorded. If successful, you will see all the lead details captured correctly. This step is crucial as it validates the connection and ensures your automated emails will reach your leads.

Review the captured data to ensure accuracy. Finalize the workflow by ensuring all settings are correct.

Once you confirm that the test email was sent successfully to the lead, your workflow is complete. This automation will now send personalized emails to all new leads received through IndiaMART, enhancing your chances of converting them into clients using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate sending emails to IndiaMART leads using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and ensure timely communication with potential clients. This approach not only improves efficiency but also helps in building stronger customer relationships.