Automate Your Industrial Machinery Leads with PAB and Google Sheets

Learn how to automate leads from India Mart to Google Sheets using PAB. Follow our step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up PAB for Industrial Machinery Leads

To start automating your industrial machinery leads, the first step is to log into PAB. You can access it by entering the URL pab.com connect in your browser. Once there, you will see options to sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ to create your account, which gives you 100 free tasks every month.

After signing in as an existing user, navigate to the app section. Here, you will find various products offered by PAB. Click on ‘Access Now’ for PAB Connect, which is essential for creating your automation. In the dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button.

2. Creating a Workflow for India Mart Leads

In the workflow creation dialog, name your workflow something like ‘Add Industrial Machinery and Equipment India Mart Inquiries to Google Sheets’. After naming your workflow, select a folder for organization, such as ‘Automations for India Mart Lead’. Then, click on ‘Create’ to proceed. using Pabbly Connect

• Select ‘India Mart’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.
• Set up the connection between India Mart and PAB.

Once the trigger is set, you will receive a webhook URL. This URL is crucial for the integration, as it acts as a bridge for transferring data. Copy this URL and head over to your India Mart account to set up the connection.

3. Integrating India Mart with PAB

In your India Mart account, go to the Lead Manager section. From there, access the menu and select ‘Import or Export Leads’. You will see options for Pull API, Push API, and Import Leads. Choose the Push API option to proceed.

• Select ‘Other’ as the source for receiving leads.
• Paste the webhook URL you copied from PAB.
• Click on ‘Save Details’ to finalize the connection.

Once saved, generate an OTP to activate the webhook. This confirms that the connection between PAB and India Mart is successful. Now, you can test the integration by submitting a new lead inquiry through India Mart, which will trigger the workflow.

4. Adding Leads to Google Sheets

After confirming the lead submission, the next step is to set up the action to add the lead details to Google Sheets. In your PAB workflow, select Google Sheets as your action application and choose the action event as ‘Add New Row’. This action will create a new row in your Google Sheets for every new lead received.

Connect your Google account by clicking on ‘Sign in with Google’. Once logged in, select the spreadsheet where you want the lead details to be recorded. Map the fields from the lead inquiry response to the corresponding columns in your Google Sheets.

Map the lead’s name, email, phone number, and query. Click on ‘Save and Send Test Request’ to verify the connection. Check your Google Sheets to confirm that the new lead details are recorded.

Once confirmed, your workflow is complete, and every new lead from India Mart will automatically populate in your Google Sheets, streamlining your lead management process.

5. Summary of Automation Process

This automation process allows you to efficiently manage inquiries for your industrial machinery business. By integrating PAB with India Mart and Google Sheets, you can ensure that every lead is captured automatically, reducing manual entry and potential errors.

In summary, you have set up a workflow that connects India Mart to Google Sheets via PAB. This means that whenever a new inquiry is received, all relevant details are automatically logged into your Google Sheets, allowing for timely follow-ups and better customer management.

This integration not only saves time but also enhances your ability to convert leads into paying customers. You can now focus on growing your business without the hassle of manual data entry.

Conclusion

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

In conclusion, automating your lead management process using PAB, India Mart, and Google Sheets is a game-changer. This efficient setup enables you to capture leads seamlessly, allowing your team to engage with potential customers promptly.