Automate Lead Management with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead management by integrating Indi Mart with Google Sheets using Pabbly Connect. Simplify your process and save time! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Indi Mart with Google Sheets, the first step is accessing Pabbly Connect. After navigating to the Pabbly website, you can either sign in or create a new account. New users can sign up for free and receive 100 free tasks per month, making it easy to start automating your processes.

Once logged in, you’ll see the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between different applications. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Add Indi Mart Leads to Google Sheets’ in Pabbly Connect. When prompted, select a folder where you want to save this workflow. This organization will help you manage your automations effectively.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two sections: Trigger and Action.
• Set the trigger application as Indi Mart and the trigger event as New Lead.

After setting up the trigger, you can proceed to configure the action step, which will be Google Sheets. This step is crucial for transferring lead data automatically once a new lead is generated in Indi Mart.

3. Setting Up the Trigger with Indi Mart

To connect Indi Mart with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly. This URL is essential for establishing the connection between Indi Mart and Pabbly Connect.

Log into your Indi Mart account and navigate to the Lead Manager section. Here, go to the Import and Export leads option and select Push API. In the Push API integration page, paste the copied webhook URL into the designated field and save the details. This action will link your Indi Mart account to Pabbly Connect.

4. Generating a Test Lead

After successfully setting up the trigger, you need to generate a test lead in your Indi Mart account. This step is crucial to verify that the connection between Indi Mart and Pabbly Connect is working correctly. Create a dummy product and submit a lead inquiry using the contact supplier button.

Once the lead is generated, return to your Pabbly Connect workflow and check if the webhook response has captured the new lead details. You should see the unique query ID, name, and other relevant information displayed in the response section.

5. Setting Up the Action with Google Sheets

Now that you have confirmed the trigger is working, the next step is to set the action application to Google Sheets in Pabbly Connect. Choose the event ‘Add New Row’ to create a record in your Google Sheets whenever a new lead is generated.

Authorize Pabbly Connect to access your Google Sheets account. Select the spreadsheet where you want to store lead details, and map the fields from the previous step to the corresponding columns in your Google Sheets. This ensures that all relevant lead information is captured correctly.

• Map the Unique Query ID, Name, Email, Phone Number, Company, and other relevant fields.
• Click on the ‘Save and Send Test Request’ button to test the integration.

After testing, check your Google Sheets to confirm that the lead record has been created successfully. This step completes the integration process, enabling automatic lead management for your solar energy business.

Conclusion

By using Pabbly Connect, you can automate the process of adding leads from Indi Mart to Google Sheets. This integration not only saves time but also reduces the chances of errors in data entry. Automate your lead management today and streamline your business operations!