Automate Your Leads: Integrating Trigger with Google Sheets Using Pabbly Connect

Learn how to automate the process of adding leads from Trigger to Google Sheets using Pabbly Connect. Step-by-step guide included! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Integrating Trigger with URL for Lead Management

The integration of Trigger with URL is essential for managing leads effectively. By connecting these applications, you can automate the process of recording inquiries received through Trigger. This setup will ensure that every new lead is documented in your Google Sheets automatically.

To begin, you will need to access your Trigger account and navigate to the lead management section. For this integration, it is crucial to have your Google Sheets ready to receive data. This connection will allow for seamless tracking of inquiries and follow-ups.

2. Setting Up Pabbly Connect for Automation

To set up automation between Pabbly Connect, Trigger, and Google Sheets, start by visiting the Pabbly Connect website. Log in or sign up for a new account. Once logged in, click on the ‘Create Workflow’ button to begin the setup process.

• Name your workflow according to your objective.
• Select the appropriate folder for saving your workflow.
• Choose Trigger as your application and set the event to New Leads.

After setting up your trigger, you will need to connect Trigger with Pabbly Connect using the provided webhook URL. This URL acts as a bridge between the two applications, enabling data transfer whenever a new lead is generated.

3. Configuring the Integration with India Mart

To configure the integration with India Mart, navigate to the Lead Manager section in your India Mart account. Click on the hamburger icon and select the ‘Import/Export Leads’ option. Here, you will use the Push API to connect India Mart with Pabbly Connect.

In the Push API settings, you will need to fill in the required fields. For the source, select the option for other, and enter ‘Pabbly Connect’ as your CRM platform name. Then paste the webhook listener URL you copied from Pabbly Connect.

• Click the ‘Generate OTP’ button to create an OTP for verification.
• Fill in the OTP to finalize the connection.
• Save your settings to complete the integration.

Once the integration is successfully set up, Pabbly Connect will wait for a response from India Mart. To test this, generate a test inquiry to ensure everything is functioning correctly.

4. Adding New Leads to Google Sheets

After confirming that your integration is working, it’s time to set up the action to add new leads to Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the event ‘Add New Row’.

You will need to connect your Google Sheets account by signing in and allowing access. Once connected, select the specific spreadsheet where you want to store the inquiries. Make sure your Google Sheets has the necessary columns to receive the data from Trigger.

Map the fields from the Trigger response to the corresponding columns in Google Sheets. Ensure that each inquiry detail is correctly matched to its respective column. Test the setup by sending a test inquiry through Trigger.

Once you have mapped all the details, save the workflow and send a test data to see if it appears correctly in your Google Sheets.

5. Conclusion: Streamlining Your Lead Management

In conclusion, integrating Trigger with URL and automating the process with Pabbly Connect significantly enhances your lead management. By following the steps outlined, you can ensure that all inquiries from Trigger are automatically recorded in Google Sheets, simplifying your workflow.

This automation not only saves time but also improves accuracy in tracking leads. With the right setup, you can focus more on converting leads rather than managing them manually.