Automate Emails to IndiaMART Leads Using Pabbly Connect

Learn how to automate sending emails to IndiaMART leads via Gmail using Pabbly Connect. Follow this step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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. First, open your browser and search for Pabbly Connect. You will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started.

After signing up, log into your account. Once logged in, locate the Pabbly Connect option among the various tools offered. Click on ‘Access Now’ to open your dashboard. This is where you will create your email automation workflow.

2. Creating a Workflow in Pabbly Connect

Now that you are in your Pabbly Connect dashboard, it’s time to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Send Automated Emails to IndiaMART Leads via Gmail’ and choose a suitable folder for organization.

• Click on ‘Create’ to proceed.
• This will open the workflow window, where you can set triggers and actions.

In this workflow, you will define a trigger that initiates the process. The trigger will be set to ‘New Lead’ from IndiaMART, ensuring that whenever a new lead is registered, an email is sent automatically through Gmail using Pabbly Connect.

3. Setting Up the Trigger with IndiaMART

To configure the trigger, select IndiaMART as your trigger application. You will then need to choose the trigger event, which in this case is ‘New Leads’. Once selected, Pabbly Connect will generate a webhook URL for you.

Copy this webhook URL and navigate to your IndiaMART account. In the left sidebar, go to the Lead Manager section, and follow these steps:

• Select ‘Import/Export Leads’ and then ‘Push API’.
• Choose ‘Other’ as the source and enter ‘Pabbly Connect’ as the platform name.
• Paste the webhook URL you copied earlier and save the details.

After saving, you will need to generate an OTP to confirm the connection. This step is crucial for ensuring that your IndiaMART account is properly linked to Pabbly Connect for seamless data transfer.

4. Configuring Gmail as the Action Application

Now that your trigger is set up, it’s time to configure the action application. Select Gmail as your action application and choose the action event as ‘Send Email V2’. Click on ‘Connect’ to initiate the connection with your Gmail account.

If you have already connected your Gmail with Pabbly Connect, you can select the existing connection. Otherwise, click on ‘Add New Connection’ and follow the prompts to grant Pabbly Connect the necessary permissions to send emails from your account.

Map the recipient email address dynamically from the trigger step. Fill in the sender’s name and email subject, ensuring to personalize it with lead details.

This setup allows you to send tailored emails to your leads automatically, enhancing your response time and customer engagement.

5. Testing the Workflow and Sending Emails

Once you have configured the action settings, it’s essential to test your workflow. Use the test feature in Pabbly Connect to send a test email to ensure everything is functioning correctly. This step is crucial to verify that your automation works as intended.

After successfully testing the email, you can activate your workflow. From now on, every time a new lead is generated in IndiaMART, Pabbly Connect will automatically send an email to that lead, keeping your communication timely and efficient.

Monitor the workflow for any issues and make adjustments as necessary. This ensures that your leads are always engaged and informed.

With this setup, you can effectively manage your leads and increase your chances of converting them into paying clients.

Conclusion

Using Pabbly Connect, you can automate the process of sending emails to leads from IndiaMART via Gmail. This integration allows for timely communication, enhancing customer relationships and improving conversion rates.