Learn how to automatically add IndiaMART leads to Google Sheets for your renewable energy business using Pabbly Connect. Step-by-step tutorial 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. Introduction to Pabbly Connect for IndiaMART Leads
In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding IndiaMART leads directly into Google Sheets for your renewable energy business. By leveraging Pabbly Connect, you can streamline your lead management and ensure no opportunity is missed.
Manually entering leads from IndiaMART into Google Sheets can be tedious and prone to errors. Automating this process with Pabbly Connect not only saves time but also enhances your ability to track and respond to potential customers efficiently.
2. Setting Up Pabbly Connect for Automation
To begin, access Pabbly Connect by navigating to its homepage. If you are a new user, sign up for a free account to get started. Existing users can simply sign in to their dashboard.
Once logged in, you will need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will then be prompted to name your workflow. For this example, name it ‘Add IndiaMART Leads to Google Sheets’.
- Sign in to Pabbly Connect.
- Click on ‘Create Workflow’.
- Name your workflow appropriately.
After naming your workflow, select the appropriate folder to save it. This organization helps in managing multiple workflows effectively. Click on the ‘Create’ button to finalize your workflow setup.
3. Connecting IndiaMART to Pabbly Connect
Next, you will set up the trigger for your workflow. Select IndiaMART as your trigger application. The trigger event should be set to ‘New Leads’ to capture new inquiries automatically.
Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your IndiaMART account to Pabbly Connect. Copy the webhook URL and log into your IndiaMART seller account.
- Select ‘Lead Manager’ from the left sidebar.
- Click on ‘Import/Export Leads’ and choose ‘Push API’.
- Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL.
After entering the necessary details, save the settings. You will be prompted to generate an OTP for activation. Once you receive the OTP on your phone, enter it to complete the connection.
4. Testing the Integration with Pabbly Connect
With the connection established, it’s time to test the integration. Go back to your IndiaMART account and simulate a lead submission. This will help you verify if the automation works as intended.
After submitting a test lead, return to Pabbly Connect to check if the webhook has received the data. You should see a successful response indicating that the lead details have been captured.
Submit a test lead through your IndiaMART account. Check the webhook response in Pabbly Connect. Ensure all lead details are captured correctly.
Once verified, you can proceed to set up the action step to add the lead details to Google Sheets.
5. Adding Leads to Google Sheets Using Pabbly Connect
To finalize the automation, select Google Sheets as your action application. The action event should be set to ‘Add New Row’. This ensures that every new lead from IndiaMART is added as a new row in your spreadsheet.
Connect your Google Sheets account to Pabbly Connect by clicking on ‘Add New Connection’. Authorize Pabbly Connect to access your Google Sheets. After successful connection, select the spreadsheet where you want to store the leads.
Select the spreadsheet created for leads. Map the lead details such as name, email, and inquiry message. Click on ‘Save and Send Test Request’ to ensure data is correctly added.
After saving the configuration, check your Google Sheets to confirm that the lead details have been successfully added. This completes the automation process using Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to automate the process of adding IndiaMART leads to Google Sheets for your renewable energy business using Pabbly Connect. By following these steps, you can enhance your lead management efficiency and improve response times with potential customers.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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