How to Add IndiaMART Leads to Google Sheets Automatically Using Pabbly Connect

Learn how to automatically add IndiaMART leads to Google Sheets using Pabbly Connect. This detailed tutorial walks you through the integration process step-by-step. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Automation

To automate the process of adding IndiaMART leads to Google Sheets automatically, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect homepage where you can sign in or sign up for a free account.

Once signed in, you will land on the all applications page. Click on the Pabbly Connect option to access your dashboard. From here, you can create a new workflow that will help you integrate IndiaMART with Google Sheets automatically.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. For this integration, name it ‘Add IndiaMART Leads to Google Sheets Automatically.’ Choose the appropriate folder to save your workflow. using Pabbly Connect

• Click on ‘Create’ to initiate your workflow.
• This will take you to a new window where you can set up triggers and actions.

In this window, you will need to set up a trigger and an action. The trigger will be IndiaMART, and the action will be Google Sheets. This setup is crucial as it defines the automation process.

3. Setting Up Trigger and Action for Integration

To begin setting up your integration, go to the trigger section and search for IndiaMART as the trigger application. Select the event as ‘New Lead.’ This means that every time a new lead is received through IndiaMART, it will trigger the workflow.

Next, move to the action section and select Google Sheets as your action application. The action event will be ‘Add New Row.’ This configuration ensures that the lead details are added to Google Sheets automatically whenever a new lead is captured.

• Click on ‘Connect’ to establish a connection between IndiaMART and Pabbly Connect.
• Input your CRM API key from your IndiaMART account to create this connection.

Once the connection is established, you will see a confirmation message indicating that the trigger application is polling for new data every 24 hours.

4. Mapping Data to Google Sheets

Now that your trigger is set up, it’s time to map the data to Google Sheets. Click on the connect option for Google Sheets. You will need to sign in with your Google account to allow Pabbly Connect access to your Google Sheets. using Pabbly Connect

Select the spreadsheet you created for IndiaMART leads. Ensure it has the necessary columns to accommodate the lead details. You will then proceed to map the fields from the IndiaMART lead response to the corresponding columns in your Google Sheets.

Map the phone number, company name, city, query subject, product name, and message fields. This mapping is essential to ensure that the data dynamically updates with each new lead.

After mapping the fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. You should receive a positive response confirming that the lead details have been added to your Google Sheets.

5. Verifying Integration Success

Once you receive the positive response from the test request, it’s time to verify that the lead details have been added to your Google Sheets. Open your Google Sheets and check the designated sheet for the new row containing the lead information. using Pabbly Connect

If the details such as sender name, email, contact number, company, city, and query message are present, your integration is successful. Now, every time you receive a new lead through IndiaMART, the details will be automatically added to Google Sheets without any manual effort.

This automation not only saves time but also ensures that you have a systematic way to manage your leads effectively. If you encounter any issues, revisit your Pabbly Connect workflow to troubleshoot the settings.

Conclusion

Using Pabbly Connect, you can seamlessly add IndiaMART leads to Google Sheets automatically. This tutorial provided a step-by-step guide on setting up the integration effectively. By following these steps, you can streamline your lead management process and enhance productivity.