Automate Your Leads from Trade India to Microsoft Excel Using Pabbly Connect

Learn how to automate lead generation from Trade India to Microsoft Excel with Pabbly Connect in this detailed tutorial. Follow the steps to streamline your process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate your lead generation process, the first step is to access Pabbly Connect. Open your browser and search for ‘Pabbly.com/connect’. This will take you to the Pabbly Connect landing page where you can sign in or create a free account.

If you are new to Pabbly, click on ‘Sign Up Free’ to set up your account in just two minutes. For existing users, simply click ‘Sign In’. Once logged in, navigate to the ‘All Apps’ page and click on ‘Access Now’ below Pabbly Connect to reach your dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you need to create a new workflow. Click on ‘Create Workflow’ and name it something like ‘Trade India to MS Excel’. You can choose any folder in your Pabbly account for this automation. using Pabbly Connect

• Click on ‘Create’ to open the automation workflow.
• You will see two windows: the trigger window and the action window.

In the trigger window, you will connect your Trade India account. This connection allows Pabbly Connect to capture new leads automatically. This is the first crucial step in setting up your automation.

3. Setting Up the Trigger for Trade India

In the trigger window, select ‘Trade India’ as your app. From the trigger event dropdown, choose ‘Capture Leads’. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Trade India account to Pabbly Connect.

You will need to input your User ID, Profile ID, and Key from your Trade India account. To find these details, go to your Trade India account, navigate to ‘My Inquiry API’ under the inquiries sidebar, and copy the required information.

• Paste the User ID, Profile ID, and Key into Pabbly Connect.
• Click on ‘Save’ to establish the connection.

After saving, click on ‘Save and Send Test Request’ to ensure the connection is successful. You should see the details of the most recent lead captured from Trade India in Pabbly Connect.

4. Adding Lead Details to Microsoft Excel

Now that you have set up the trigger, it’s time to add the lead details to your Microsoft Excel sheet. In the action window of your workflow, search for ‘Microsoft Excel’ and select it. From the action event dropdown, choose ‘Add Row to Worksheet’.

Click on ‘Connect’ and select ‘Add New Connection’. This will link your Microsoft Excel account with Pabbly Connect. After accepting the connection, you will be prompted to select the workbook where you want to add the lead details.

Select the workbook named ‘Trade India Leads’. Choose the worksheet where the data will be added.

Once selected, map the columns in your Excel sheet with the respective lead details captured from Trade India. For example, map the Lead ID, Name, Mobile Number, and other relevant fields accordingly.

5. Testing and Verifying the Integration

After mapping all the necessary fields, click on ‘Save and Send Test Request’. A positive response indicates that the lead details have been successfully added to your Excel sheet. To verify, refresh your Excel sheet to see the new entry.

This automation workflow using Pabbly Connect ensures that every new lead captured from Trade India is automatically added to your Microsoft Excel sheet, streamlining your lead management process.

The connection is polling-based, checking for new leads every 8 hours. You can reduce this interval to 10 minutes by contacting Pabbly support.

With this setup, you can manage your leads more effectively and ensure that no potential customer is missed. This integration demonstrates the power of Pabbly Connect in automating business processes.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to efficiently automate the process of adding leads from Trade India to Microsoft Excel. This integration streamlines your workflow, ensuring that new leads are captured seamlessly.