How to Add IndiaMART Leads to Google Sheets Using Pabbly Connect

Learn how to automate the integration of IndiaMART leads into Google Sheets for mutual fund services using Pabbly Connect. Step-by-step guide 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. Accessing Pabbly Connect for Integration

To begin integrating IndiaMART leads into Google Sheets for mutual fund services, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free and receive 100 tasks per month. Once logged in, navigate to the Pabbly Connect dashboard to create a new workflow for adding leads from IndiaMART to Google Sheets.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will need to provide a name for your workflow, such as ‘Add IndiaMART Leads to Google Sheets for Mutual Fund Services,’ and select a folder to save it.

• Click on the plus icon to create a new folder if necessary.
• Select the folder where you want to save the workflow.

Once the workflow is created, you will see two boxes labeled ‘Trigger’ and ‘Action.’ The trigger will be set to IndiaMART, while the action will be set to Google Sheets.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select IndiaMART as the application and choose ‘New Leads’ as the trigger event. This setup ensures that whenever a new lead is generated in IndiaMART, it will automatically trigger the workflow in Pabbly Connect.

Next, you will be provided with a webhook URL. This URL acts as a bridge between IndiaMART and Pabbly Connect. Copy this URL and proceed to your IndiaMART account to set up the connection.

4. Configuring IndiaMART to Send Leads to Pabbly Connect

In your IndiaMART seller dashboard, navigate to the ‘Lead Manager’ section and find the option for ‘Push API.’ Select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the copied webhook URL into the designated field.

• Select a reason for integration from the dropdown.
• Click on ‘Generate OTP’ to authenticate the connection.

After entering the OTP, return to Pabbly Connect and check for a webhook response. This indicates that the connection is successfully established.

5. Adding Leads to Google Sheets

With the trigger set and connected, the next step is to add the leads to Google Sheets. In the action application, select Google Sheets and choose ‘Add New Row’ as the action event. You will need to connect your Google Sheets account to Pabbly Connect.

Once connected, select the specific spreadsheet where you want to add the leads. Use the mapping feature to dynamically input the lead details such as name, phone number, email, and query into the corresponding fields in the spreadsheet. This ensures that every new lead is automatically recorded.

Conclusion

Integrating IndiaMART leads into Google Sheets for mutual fund services using Pabbly Connect streamlines the process of managing inquiries. By setting up a trigger and action workflow, you can automate lead management without any manual effort, ensuring that your leads are always up-to-date in your Google Sheets.