Automate Your Simply and India Integration with Google Sheets

Learn how to integrate Simply with India and automate inquiries into Google Sheets step-by-step using Pabbly Connect. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Simply and India Integration with Google Sheets

Simply integration with India allows businesses to manage inquiries efficiently. By automating the process of adding inquiries to Google Sheets, you can save time and reduce errors. In this section, we will cover how to set up this integration using Pabbly Connect.

To begin, navigate to the Pabbly Connect homepage. Here, you will find options to sign in or sign up. If you are new, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ to access their dashboard.

2. Creating a Workflow for Automating Inquiries

Creating a workflow is essential for automating the process of adding inquiries from India to Google Sheets. Start by clicking on the ‘Create Workflow’ option in your Pabbly Connect dashboard. Name your workflow something like ‘Add Food and Beverage Product India Mart Inquiry in Google Sheets’.

Next, select the folder where you want to save this workflow. After that, you will be directed to a blank workflow screen that contains two main sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens in response.

• Select ‘India Mart’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Set up a connection between India Mart and Pabbly Connect.

Once you select the trigger and event, you will need to follow the instructions to connect your India Mart account with Pabbly Connect. This connection will allow inquiries to flow directly into your Google Sheets.

3. Configuring India Mart for Lead Capture

To capture leads from India Mart, you need to configure your account to work with Pabbly Connect. This involves accessing the Lead Manager section of your India Mart account. From there, select ‘Import/Export Leads’ and then choose the ‘Push API’ option.

In the Push API settings, you will need to enter the Webhook URL provided by Pabbly Connect. This URL acts as a bridge for transferring data from India Mart to Google Sheets. Make sure to select the CRM platform as ‘Pabbly Connect’ and paste the URL into the appropriate field.

• Select the source for generating leads.
• Click on ‘Save Details’ after entering the Webhook URL.
• Generate OTP to activate the Webhook.

Once the Webhook is activated, your India Mart account is now connected to Pabbly Connect. This means that every time a new lead is generated, the details will be sent to Pabbly Connect automatically.

4. Testing the Integration with Google Sheets

After setting up the connection, it’s essential to test it to ensure everything works smoothly. To do this, you will need to create a test lead in your India Mart account. Open your India Mart profile in incognito mode and submit an inquiry.

Once the inquiry is submitted, return to your Pabbly Connect dashboard. You should see a notification indicating that a new lead has been captured. This confirms that the connection is working correctly, and the lead details will be sent to Google Sheets.

Check for a success status in the response. Verify that the unique query ID is generated for the new lead. Ensure all lead details are captured correctly.

With successful testing, your integration is now ready to add leads automatically into Google Sheets.

5. Finalizing the Google Sheets Connection

Now that your India Mart leads are being captured, you need to finalize the connection with Google Sheets. In your Pabbly Connect workflow, select Google Sheets as the Action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by signing in and granting the necessary permissions. Once connected, select the spreadsheet where you want to add the new lead details. Make sure to map the fields such as name, email, phone number, and inquiry message to the corresponding columns in your Google Sheets.

Select the correct spreadsheet and sheet name. Map the lead details dynamically to ensure they update automatically. Click on ‘Save and Send Test’ to verify the setup.

Once the test is successful, you will see the new lead details populated in your Google Sheets, confirming that the integration is complete and functional.

Conclusion

In this tutorial, we explored how to automate the integration of Simply with India and Google Sheets using Pabbly Connect. By following these steps, you can streamline your inquiry management process and ensure that all leads are captured efficiently.