Automate Your Leads with Pabbly Connect: A Step-by-Step Guide

Learn how to automate leads from IndiaMart to Google Sheets using Pabbly Connect. Follow our detailed, step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first navigate to the Pabbly website. You can access it by typing the URL Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign up for free’ button, which allows you to create a new account in just a couple of minutes. Once registered, you will receive 100 free tasks every month to explore the functionalities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing into your account, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on the ‘Create Workflow’ option to initiate a new workflow. You will be prompted to name your workflow; for example, you can name it ‘Add IndiaMart Leads to Google Sheets’.

Next, select the appropriate folder for your workflow. If you have a folder named ‘Automations for IndiaMart Leads,’ select that. After naming and selecting the folder, click on the ‘Create’ button to save your workflow.

3. Setting Up Trigger and Action in Pabbly Connect

In the new workflow screen, you will see two main sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens in response to that trigger. For this integration, select ‘IndiaMart’ as the trigger application and choose the event ‘New Lead’.

• Select ‘IndiaMart’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL will serve as a bridge to transfer data from IndiaMart to Pabbly Connect. After copying the URL, you will need to set it up in your IndiaMart account.

4. Integrating IndiaMart with Pabbly Connect

Log in to your IndiaMart seller account and navigate to the ‘Lead Manager’ section. From there, select ‘Import/Export Leads’ and then choose ‘Push API’. Here, deactivate any existing webhook and enter the copied webhook URL from Pabbly Connect.

After pasting the URL, activate the API by generating an OTP. Enter the OTP to complete the setup. Once the webhook is successfully activated, return to Pabbly Connect to test the connection by sending a dummy lead inquiry through IndiaMart.

5. Connecting Google Sheets with Pabbly Connect

After successfully capturing the lead data from IndiaMart, the next step is to connect Google Sheets. In the action step of your workflow, select ‘Google Sheets’ as the action application and choose ‘Add New Row’ as the action event. using Pabbly Connect

Click on ‘Connect’ and log in to your Google account. Once connected, you will need to specify the spreadsheet where you want the lead data to be recorded. Map the fields such as name, email, phone number, and inquiry message to ensure that the data is organized in the correct columns.

• Select the spreadsheet name where data will be recorded.
• Map the lead details from the previous step into the corresponding fields.
• Save and send a test request to confirm the data is being added.

Upon successful mapping and sending the test request, check your Google Sheets to verify that the lead data appears correctly in the designated columns.

Conclusion

This tutorial detailed how to automate the process of capturing leads from IndiaMart into Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management efficiently. Automate your business processes with Pabbly Connect for better productivity and organization.