How to Export IndiaMART Enquiries to Microsoft Excel Using Pabbly Connect

Learn how to automate the export of IndiaMART enquiries to Microsoft Excel using Pabbly Connect. Step-by-step guide with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To export IndiaMART enquiries to Microsoft Excel, you first need to access Pabbly Connect. This platform allows you to automate processes between various applications. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply log in by clicking ‘Sign In’. After logging in, you will be directed to the dashboard where you can create workflows.

2. Create a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the export of enquiries. Click the ‘Create Workflow’ button located in the top right corner of the dashboard. You will need to name your workflow; for this task, you can name it ‘Export IndiaMART Enquiries to Microsoft Excel’.

• Name your workflow appropriately
• Select a folder for organization
• Click ‘Create’ to finalize

After creating your workflow, you will see options for setting up a trigger and an action. The trigger will be IndiaMART, and the action will be Microsoft Excel. This setup is crucial for ensuring that every new inquiry from IndiaMART is automatically added to your Excel sheet.

3. Set Up the Trigger with IndiaMART

The next step involves setting up the trigger in Pabbly Connect. Select IndiaMART as your trigger application and choose the event ‘New Leads’. This means that every time a new lead is received, it will trigger the subsequent actions.

To connect IndiaMART with Pabbly Connect, click on ‘Connect’ to build a new connection. You will be prompted to enter your CRM API key. This key can be found in your IndiaMART account settings under ‘Account Settings’ and then ‘CRM API’. Copy the key and paste it into Pabbly Connect, then click ‘Save’.

4. Set Up the Action with Microsoft Excel

Now, we will set up the action in Pabbly Connect. Select Microsoft Excel as the action application and choose ‘Add Row to Worksheet’ as the action event. This setup ensures that whenever a new inquiry is received, a new row is added to your Excel sheet.

To connect Microsoft Excel with Pabbly Connect, click on ‘Connect’ and either create a new connection or select an existing one. Accept the terms and authorize the connection. After successful authorization, select the appropriate workbook and sheet where the inquiries will be recorded.

• Choose the correct workbook (e.g., IndiaMART Leads)
• Select the correct sheet (e.g., Sheet1)
• Map the fields from IndiaMART to Excel

Mapping fields is crucial as it ensures that the data from IndiaMART is correctly transferred to Microsoft Excel. For instance, map the sender’s name, email, phone number, and other relevant details.

5. Test and Complete the Integration

After mapping the fields in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to check if the data transfers correctly. If successful, you should see the new inquiry reflected in your Microsoft Excel sheet.

Once you confirm that the data has been successfully added, your automation is complete. This means that every new inquiry from IndiaMART will automatically generate a new row in your Excel sheet. You can now manage your enquiries efficiently without manual entry.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the export of IndiaMART enquiries to Microsoft Excel. By following these steps, you can streamline your workflow and manage enquiries effectively. Pabbly Connect serves as a powerful tool to integrate various applications seamlessly, enhancing productivity and efficiency.