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

Learn how to automatically add IndiaMART leads to Microsoft Excel using Pabbly Connect with this step-by-step tutorial. Streamline your lead management process today! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART Leads

To automate the process of adding IndiaMART leads to Microsoft Excel automatically, you first need to access Pabbly Connect. Begin by searching for ‘Pabbly.com/connect’ in your browser. This will direct you to the Pabbly Connect homepage.

On the homepage, you will see options for ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in to their account. Once logged in, you will be taken to the dashboard where you can create your workflow.

2. Creating a New Workflow in Pabbly Connect

To start the integration process, you need to create a new workflow in Pabbly Connect. On the dashboard, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name.

Name your workflow something like ‘Add IndiaMART Leads to Microsoft Excel Automatically’. Choose a folder for organization, such as ‘IndiaMART Automation,’ and then click on ‘Create’ to proceed. This sets up your workflow, which will use a trigger-action model to automate the process.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow in Pabbly Connect. The trigger application will be IndiaMART, and the action application will be Microsoft Excel. In the trigger section, search for ‘IndiaMART’ and select it. The trigger event you want is ‘New Leads,’ which will activate whenever a new lead is captured.

• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• In the action section, select ‘Microsoft Excel’ and choose ‘Add Row to Worksheet’ as the action event.

After selecting the applications and events, you will need to establish a connection between IndiaMART and Pabbly Connect. This connection will allow Pabbly Connect to access lead data from your IndiaMART account.

4. Connecting IndiaMART and Microsoft Excel

To connect IndiaMART to Pabbly Connect, click on the ‘Connect’ button in the trigger section. You will need to input your CRM API key from your IndiaMART account. To find this, go to your IndiaMART account settings and locate the CRM API section.

Copy the API key and paste it into Pabbly Connect. After entering the key, click on ‘Save’ to establish the connection. Once connected, refresh the fields to fetch the latest lead data from IndiaMART. You will see the details of the new lead displayed in Pabbly Connect.

5. Mapping Lead Details to Microsoft Excel

Now that you have successfully connected IndiaMART and Pabbly Connect, it’s time to map the lead details to your Microsoft Excel spreadsheet. Click on the ‘Connect’ button in the action section to connect Microsoft Excel to Pabbly Connect. You will need to authorize the connection by clicking on ‘Accept’ when prompted.

After connecting, select the spreadsheet you want to use. Choose the spreadsheet named ‘IndiaMART Leads’ and ensure that it is set to the correct worksheet. You will then map the lead details from IndiaMART to the corresponding columns in Excel. This mapping ensures that each new lead’s information is accurately recorded in your spreadsheet.

• Map the contact number, company name, city, email, and other relevant details.
• Use the mapping feature to ensure data is dynamic and updates with new leads.

After mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly. If successful, the lead details will appear in your Microsoft Excel spreadsheet as a new row, confirming that the automation with Pabbly Connect is complete.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automatically add IndiaMART leads to Microsoft Excel. By following these steps, you can streamline your lead management process effectively. Automating this workflow saves time and ensures accurate data entry every time you receive a new lead.