Automate Lead Management with Pabbly Connect: Integrating India Mart and Google Sheets

Learn how to automate lead management by integrating India Mart with Google Sheets using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Lead Management

In this tutorial, we will explore how to use Pabbly Connect to automate lead management by integrating India Mart with Google Sheets. Pabbly Connect simplifies the process of connecting different applications to streamline workflows.

By automating lead entry from India Mart to Google Sheets, you can efficiently manage inquiries without manual data entry. This integration allows you to focus on converting leads into projects while keeping your records organized.

2. Accessing Pabbly Connect for Integration

To begin, navigate to the Pabbly Connect website. You can simply search for the URL Pabbly.com/connect. Once there, you will see options to either sign in or sign up.

If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can click on ‘Sign In’. After logging in, you will be directed to the dashboard where you can create workflows.

3. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the lead entry process. Click on the ‘Create Workflow’ button at the top right corner of your dashboard.

In the dialog box that appears, name your workflow, for example, ‘Add Website Development India Mart Inquiry in Google Sheets Automatically’. You can also choose a folder for organization, such as ‘Automations’.

• Click on the ‘Create’ button to set up your workflow.
• You will see the trigger and action setup options.

Now, select your trigger application as India Mart and set the trigger event to ‘New Leads’. This means whenever a new lead is created in India Mart, Pabbly Connect will capture this event and initiate the workflow.

4. Connecting India Mart to Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL to connect your India Mart account. Log into your India Mart account and navigate to ‘Lead Manager’.

In the Lead Manager, select ‘Import or Export Leads’ and then choose ‘Push API’. Set the source as ‘Other’ and enter the webhook listener URL you copied from Pabbly Connect. Save the details.

• Enter a reason for transferring leads, such as ‘Easily assign leads to my sales team’.
• Generate and enter the OTP for verification.

Once the webhook is set up in India Mart, return to Pabbly Connect. The status will show waiting for a webhook response, indicating that your connection is ready to receive data.

5. Testing the Workflow and Adding to Google Sheets

To test the workflow, generate a test lead in your India Mart account. Use the ‘Test Your Webhook Listener URL’ option to send a test response to Pabbly Connect.

Once the test response is received, you can proceed to set up the action step. Select Google Sheets as the action application and choose ‘Add a New Row’ as the action event.

Connect your Google Sheets account by signing in. Select the spreadsheet where you want to add the lead details.

Map the fields such as name, email, phone number, and query message from the test response. This ensures that every new lead from India Mart is automatically added to your Google Sheets.

Conclusion

By using Pabbly Connect, you can seamlessly integrate India Mart with Google Sheets, automating the process of lead management. This integration not only saves time but also enhances organization, allowing you to focus on converting leads into projects.