How to Export IndiaMART Enquiries to Microsoft Excel Using Pabbly Connect

Learn how to export IndiaMART enquiries to Microsoft Excel using Pabbly Connect. Follow this detailed tutorial for step-by-step integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART Integration

To export IndiaMART enquiries to Microsoft Excel, start by accessing Pabbly Connect. This powerful automation platform allows you to seamlessly connect different applications.

Visit the Pabbly Connect homepage by entering the URL in your browser. You will see options to sign in or sign up. If you’re new, click on the ‘Sign up free’ button to create an account and get free tasks each month. Existing users should click on ‘Sign in’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged in to Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. This initiates the process of automating the export of enquiries.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow, such as ‘Export IndiaMART Enquiries to Microsoft Excel’.
• Select a folder for organization, like ‘Automations’.

After naming your workflow, click on the ‘Create’ button to proceed. This will set up the framework for your automation.

3. Setting Up the Trigger for IndiaMART

The next step involves setting up the trigger in Pabbly Connect. Select IndiaMART as your trigger application and choose the event as ‘New Leads’.

To connect IndiaMART with Pabbly Connect, click on ‘Connect’ to build a new connection. You will need to provide the CRM API key from your IndiaMART account. Navigate to your account settings in IndiaMART and locate the CRM API option to retrieve your API key.

• Click on ‘Settings’ in IndiaMART.
• Select ‘Account Settings’ to find the CRM API key.
• Copy the key and paste it into Pabbly Connect.

After pasting the key, click ‘Save’ and then ‘Refresh Fields’ to ensure the connection is successful.

4. Configuring the Action Step to Microsoft Excel

Now, set up the action in Pabbly Connect by selecting Microsoft Excel as the action application. Choose the event ‘Add Row to Worksheet’ to ensure new enquiries are added automatically.

To connect Microsoft Excel, click on ‘Connect’ and then ‘Add New Connection’. Accept the terms and authorize the connection. Once connected, select the workbook where you want the enquiries to be stored. Ensure your workbook is prepared with necessary fields such as sender’s name, email, phone number, and more.

Select your workbook named ‘IndiaMART Leads’. Choose the appropriate sheet, typically ‘Sheet1’. Map the fields from IndiaMART to the Excel sheet.

After mapping, click ‘Save and Send Test Request’ to verify that the data is transferred correctly.

5. Finalizing the Integration Process

With the action step configured, you can now finalize your integration in Pabbly Connect. Review the test response to ensure that all data fields are filled correctly in Microsoft Excel.

Once confirmed, your automation is complete. This means every time a new enquiry is received on IndiaMART, it will automatically be added to your Excel sheet as a new row. This integration saves time and ensures you never miss a lead.

Remember, IndiaMART operates on a polling basis, meaning new responses will be captured within the next 24 hours. If you want to replicate this workflow, you can find the Clone Link in the description box below.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to export IndiaMART enquiries to Microsoft Excel is a straightforward process. By following the steps outlined, you can automate your workflow efficiently, ensuring all new enquiries are logged without manual effort. This integration enhances productivity and streamlines your data management.