Automate Your India Mart Leads to Google Sheets with Trigger Integration

Learn how to automate the transfer of leads from India Mart to Google Sheets using Trigger and Pabbly Connect for your Metals Alloys business. 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. Setting Up Trigger Integration with India Mart

Trigger integration is essential for automating the process of adding leads from India Mart to Google Sheets. To begin, you will need to access Pabbly Connect, which serves as the automation tool for this integration. First, navigate to the Pabbly Connect website and log in to your account or sign up for a new account if you haven’t already.

After logging in, create a new workflow. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Add India Mart Leads to Google Sheets’. Next, select the folder where you want to save this workflow, which will help you keep your projects organized.

2. Selecting Trigger Event for New Leads

To set up the trigger event, you need to choose India Mart as your trigger application. In the workflow setup, search for ‘India Mart’ and select it. The trigger event you will choose is ‘New Leads’, which will activate the automation whenever a new lead is generated. using Pabbly Connect

• Search for the India Mart app in Pabbly Connect.
• Select ‘New Leads’ as the trigger event.
• Connect India Mart with Pabbly Connect using the provided webhook URL.

After selecting the trigger event, you will be prompted to connect India Mart to Pabbly Connect using a webhook URL. Copy this URL, as it will be crucial for linking the two applications together.

3. Configuring Lead Manager in India Mart

Next, you need to configure the Lead Manager in your India Mart account. Navigate to the Lead Manager section and click on the hamburger icon to access the import/export leads feature. Select the option for push API integration to connect India Mart with Pabbly Connect. using Pabbly Connect

In the push API setup, you will need to enter your webhook listener URL that you copied earlier. Fill in the required details, including your CRM platform name, which should be set as ‘Pabbly Connect’. After entering the details, click on the ‘Save’ button.

• Select the option for push API integration.
• Paste the webhook listener URL from Pabbly Connect.
• Generate an OTP to complete the connection process.

Once you have successfully saved the details, generate an OTP to finalize the connection between India Mart and Pabbly Connect. This OTP must be entered in the designated field to complete the setup.

4. Setting Up Google Sheets to Receive Leads

Now that the trigger is configured, you need to set up Google Sheets as your action application. In Pabbly Connect, search for and select ‘Google Sheets’ as your action application. The action event will be to ‘Add New Row’ in your selected Google Sheets spreadsheet. using Pabbly Connect

Connect your Google Sheets account with Pabbly Connect by clicking on ‘Sign in with Google’ and granting the necessary permissions. After successful connection, select the spreadsheet where you want to store the leads from India Mart.

Choose Google Sheets as your action application. Select the ‘Add New Row’ action event. Map the fields from India Mart to the corresponding columns in Google Sheets.

As you map the fields, ensure that the details from the new leads, such as sender name, email address, and inquiry message, are accurately placed in the correct columns of your Google Sheets. This mapping is crucial for maintaining organized records of your leads.

5. Testing the Integration and Conclusion

After setting up the mapping, it’s time to test the integration. Generate a test lead in your India Mart account to ensure that the details are correctly sent to Google Sheets. Once you receive the test data in Pabbly Connect, verify that it appears accurately in your Google Sheets.

If everything is set up correctly, you should see the new lead details populated in your Google Sheets. This confirms that the automation between India Mart and Google Sheets using Pabbly Connect is functioning as intended.

In summary, by following these steps, you have successfully integrated India Mart with Google Sheets using Pabbly Connect. This automation allows you to efficiently track leads for your Metals Alloys and mineral business without manual entry, enhancing your workflow and productivity.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.