Automate IndiaMart Inquiries to Microsoft Excel Using Pabbly Connect

Learn how to automate the import of IndiaMart inquiries into Microsoft Excel using Pabbly Connect. This step-by-step tutorial covers all necessary integrations and configurations. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the import of IndiaMart inquiries into Microsoft Excel, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ into your browser.

Once on the site, sign in to your Pabbly account. If you are a new user, you can sign up for free and receive 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect IndiaMart and Microsoft Excel using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Import IndiaMart Inquiries to Microsoft Excel.’ Select a folder to save this workflow.

• Name your workflow appropriately.
• Choose the folder where you want to save the workflow.
• After naming, click on ‘Create’ to proceed.

Once created, you will see two boxes: one for the trigger and one for the action. The trigger represents the event that starts the workflow. Here, you will set IndiaMart as the trigger application and the event as ‘New Leads’.

3. Connecting IndiaMart to Pabbly Connect

To establish a connection between Pabbly Connect and IndiaMart, you will need a webhook URL provided by Pabbly Connect. This URL will act as a bridge for data transfer. Copy this URL and head over to your IndiaMart account.

In your IndiaMart dashboard, navigate to the ‘Lead Manager’ section. Click on the three dots, select ‘Import/Export Leads,’ and then choose ‘Push API’. Here, you will enter your CRM platform name as ‘Pabbly Connect’ and paste the webhook URL in the designated field.

• Select ‘Other’ as the source in IndiaMart.
• Enter the CRM platform name and the webhook listener URL.
• Click ‘Save Details’ to finalize the connection.

After saving, generate an OTP to complete the setup. Enter the OTP received on your registered mobile number to finalize the connection.

4. Testing the Connection Between IndiaMart and Pabbly Connect

After setting up the webhook, you need to test the connection to ensure data is being received correctly in Pabbly Connect. Go back to the Pabbly Connect dashboard and click on ‘Test’ to send a sample inquiry from IndiaMart.

Return to your IndiaMart account and submit a test inquiry. Once the inquiry is submitted, you should see a success message in Pabbly Connect indicating that the data has been received. This confirms that the connection is working properly.

Submit a test inquiry in IndiaMart. Check for a success response in Pabbly Connect. Ensure all required fields are populated correctly.

Once confirmed, you can proceed to the next step, which is setting up the action to transfer data to Microsoft Excel.

5. Importing Data to Microsoft Excel via Pabbly Connect

Now that you have successfully connected IndiaMart to Pabbly Connect, the next step is to set up Microsoft Excel as your action application. Choose ‘Microsoft Excel’ and select the action event as ‘Add Row to Worksheet’.

Connect to your Microsoft Excel account by clicking on ‘Add New Connection’. Grant permission to access your Excel data. Once connected, choose the workbook where you want to import the inquiries. Select the appropriate worksheet and map the fields from the inquiry data.

Select the correct workbook containing your inquiry fields. Map the fields such as Name, Phone, Email, and Query. Click ‘Save and Send Test Request’ to complete the process.

After testing, check your Microsoft Excel workbook to confirm that the data has been successfully added. This finalizes your automation process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the import of IndiaMart inquiries into Microsoft Excel using Pabbly Connect. By following the steps outlined, you can seamlessly integrate these applications for efficient data management.