Learn how to automate adding India Mart leads to Google Sheets using P Connect. Follow this detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up India Mart Integration with P Connect
India Mart integration with P Connect is crucial for automating lead management. By connecting these platforms, you can seamlessly transfer inquiries to your Google Sheets for easy tracking. using Pabbly Connect
To start, open a new tab and search for P Connect. Click on the ‘Sign Up for Free’ if you don’t have an account. If you already have an account, click on ‘Sign In’. Once logged in, access P Connect and select ‘Create Workflow’ to begin setting up your integration.
2. Creating a New Workflow for India Mart Leads
Creating a new workflow is essential for managing your India Mart leads. After logging into P Connect, you need to name your workflow appropriately. For example, name it ‘Add India Mart Leads to Google Sheets’. using Pabbly Connect
- Click on the ‘Create’ button to finalize your workflow name.
- Select the folder where you want to save your workflow.
- Set the trigger by searching for ‘India Mart’ as your application.
After setting the trigger, choose ‘New Leads’ as your trigger event. This will ensure that every new inquiry received through India Mart is captured in your workflow.
3. Connecting India Mart and Google Sheets via P Connect
Connecting India Mart to Google Sheets through P Connect is a straightforward process. First, you will need to copy the webhook URL provided by P Connect. This URL acts as a bridge between India Mart and P Connect. using Pabbly Connect
Next, log into your India Mart account and navigate to the Lead Manager. Here, click on the hamburger icon, and select ‘Import/Export Leads’ followed by ‘Push API’. Fill in the required fields:
- Enter ‘PAB Connect’ as your CRM platform name.
- Paste the copied webhook URL in the appropriate field.
- Click on ‘Save Details’ to establish the connection.
After saving, generate an OTP to finalize the connection. This step is vital for ensuring secure communication between the applications.
4. Testing the Integration for New Leads
Testing the integration is crucial to ensure that leads from India Mart are correctly sent to Google Sheets. To do this, generate a test inquiry in India Mart. You can do this by clicking on the ‘Test Your Webhook Listener’ button. using Pabbly Connect
After clicking the test button, go back to P Connect and check if the response is received. If successful, you will see the inquiry details populated, including sender information and inquiry specifics.
Once you confirm that the test inquiry data is received, proceed to set up the action step in your workflow:
Search for ‘Google Sheets’ as your action application. Select ‘Add New Row’ as your action event.
This will allow you to automatically add each inquiry to your specified Google Sheets document.
5. Finalizing the Workflow and Adding New Leads
Finalizing the workflow involves mapping the inquiry details to your Google Sheets. After connecting Google Sheets, select the specific spreadsheet where you want to store the inquiries. using Pabbly Connect
Map the inquiry fields such as sender name, email address, and inquiry message to the corresponding columns in Google Sheets. This mapping ensures that every new inquiry is added accurately and automatically.
After mapping the details, click on ‘Save and Send Test Data’ to ensure everything is functioning correctly. If successful, you will see the inquiry details in your Google Sheets, confirming that the integration works perfectly.
Conclusion
In this tutorial, we demonstrated how to integrate India Mart leads with Google Sheets using P Connect. By following the steps outlined, you can automate the process of adding inquiries to your Google Sheets, making lead management efficient and organized.
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