Learn how to seamlessly integrate IndiaMART leads into Google Sheets using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance on setting up the automation.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To start adding IndiaMART leads to Google Sheets, access Pabbly Connect by navigating to the official website. Once there, you can either sign in if you are an existing user or sign up for free if you are new. This platform serves as the central hub for integrating various applications, including IndiaMART and Google Sheets.
After signing in, you will be directed to your dashboard. Here, you can create a new workflow, which is essential for automating the lead capture process. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Add IndiaMART Leads to Google Sheets for Biofertilizers.’ This naming helps you identify the workflow easily later on.
Setting Up IndiaMART Trigger in Pabbly Connect
In this section, you will set up the trigger for capturing new leads from IndiaMART. Select IndiaMART as your trigger application within Pabbly Connect. This step is crucial as it tells the system to monitor for new inquiries.
Next, specify the trigger event. Choose ‘New Leads’ as the event that will initiate the workflow. Once selected, Pabbly Connect will generate a webhook URL. Copy this URL, as it will be used to link your IndiaMART account with Pabbly Connect.
- Log into your IndiaMART account.
- Navigate to the ‘Lead’ section from the left menu.
- Go to ‘Import/Export Leads’ from the three dots.
- Click on ‘Push API’ and fill in the required fields.
In the push API settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the copied webhook URL into the designated field and save the details. This establishes a connection between IndiaMART and Pabbly Connect.
Testing the IndiaMART Connection
After setting up the webhook, it’s time to test the connection. Within your IndiaMART account, locate the test submission feature under the push API settings. Click on the ‘Test Your Webhook URL’ button and then click the green ‘Test’ button to send a test lead.
Pabbly Connect will now wait for a webhook response. Once the test submission is successfully sent, you will see the lead details captured in your Pabbly Connect workflow. This confirmation indicates that the connection is working correctly, allowing new leads to trigger actions in your workflow.
- Check for the status of the lead.
- Verify the unique Query ID and other details.
- Ensure that the details match your business parameters.
Once you confirm that the lead details are captured correctly, you can proceed to the action step in your workflow, which involves adding these leads to Google Sheets using Pabbly Connect.
Adding Leads to Google Sheets via Pabbly Connect
Now, it’s time to set up the action step to add the captured leads to Google Sheets. Select Google Sheets as your action application in Pabbly Connect. This integration allows you to automatically log each new lead into your specified spreadsheet.
Choose ‘Add New Row’ as the action event. If you haven’t connected your Google Sheets account yet, click on ‘Add New Connection’. You will be prompted to sign in with your Google account and grant necessary permissions to Pabbly Connect.
Select the spreadsheet where you want to add the leads. Choose the specific sheet within that spreadsheet. Map the fields such as Name, Phone, Address, and Query Message from the trigger response.
Mapping ensures that the lead details are dynamically inserted into the correct columns in your Google Sheets. After mapping, click on ‘Send Test Request’ to confirm that the integration works correctly. If successful, you will see the lead details appear in your Google Sheets instantly.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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Final Setup and Conclusion
After successfully adding the test lead to Google Sheets, your integration setup is complete. Now, every time a new lead is generated through IndiaMART, Pabbly Connect will automatically add the lead details to your Google Sheets without any manual intervention.
This automation not only saves time but also ensures that your sales team can follow up on leads promptly, improving your chances of conversion. With Pabbly Connect, you can manage and streamline your lead management process efficiently.
In conclusion, by following this tutorial, you have learned how to integrate IndiaMART leads into Google Sheets using Pabbly Connect. This integration enhances your business operations by automating lead management, allowing you to focus on converting leads into clients.