How to Add IndiaMART Leads to Microsoft Excel Automatically Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Microsoft Excel using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding IndiaMART leads to Microsoft Excel automatically, you need to access Pabbly Connect. Begin by searching for ‘Pabbly.com/connect’ in your browser. Once on the homepage, you will see options to sign in or sign up for free.

If you are an existing user, simply sign in. New users can click on the ‘Sign up for free’ button. Pabbly Connect offers 100 free tasks every month, making it easy to get started with your automation needs.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button located in the upper right corner. A dialog box will prompt you to name your workflow; enter ‘Add IndiaMART Leads to Microsoft Excel Automatically’.

• Name your workflow appropriately.
• Select an existing folder or create a new one for organization.
• Click on the ‘Create’ button to proceed.

Once created, you will arrive at a window where you can set up your trigger and action. This is where the automation process begins, allowing you to connect IndiaMART as the trigger application with Microsoft Excel as the action application.

3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, you will define the trigger and action for your workflow. For this integration, select ‘IndiaMART’ as your trigger application and set the trigger event to ‘New Leads’. This means that every time a new lead is captured through IndiaMART, the automation will activate.

Next, for the action application, choose ‘Microsoft Excel’ and set the action event to ‘Add Row to Worksheet’. This configuration allows the lead details to be automatically added to your specified Excel spreadsheet. Ensure that you establish a connection between IndiaMART and Pabbly Connect by clicking on the ‘Connect’ button and entering your CRM API key from your IndiaMART account settings.

4. Connecting Microsoft Excel to Pabbly Connect

After setting up the trigger, it’s time to connect Microsoft Excel to Pabbly Connect. Click on the ‘Connect with Microsoft Excel’ button. Make sure your spreadsheet is open in another tab. You will need to authorize access to allow Pabbly Connect to interact with your Excel files.

Once authorized, select your specific spreadsheet from the dropdown menu. This should be the spreadsheet you created for IndiaMART leads. It will automatically detect the worksheet you want to use. Map the necessary fields from the IndiaMART leads to the corresponding columns in your Excel spreadsheet.

• Map the contact number, company name, city, and query subject.
• Ensure the mapping is dynamic to accommodate new leads.
• Click on ‘Save and Send Test Request’ to check the connection.

Once the test request is successful, you will see the lead details added in a new row in your Microsoft Excel spreadsheet, confirming that the automation is working as intended.

5. Conclusion: Automating Your Lead Management

By following these steps, you can effectively automate the process of adding IndiaMART leads to Microsoft Excel using Pabbly Connect. This integration ensures that your lead management is efficient and up-to-date, allowing you to focus on closing deals rather than manual data entry.

With Pabbly Connect, you can seamlessly connect various applications and automate repetitive tasks, enhancing productivity and saving time. Start using Pabbly Connect today to streamline your workflows and improve business efficiency.