Learn how to automate the process of adding IndiaMART leads to Google Sheets for your stationary designing service using Pabbly Connect. Follow our detailed tutorial for seamless integration.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating IndiaMART leads into Google Sheets, first, access Pabbly Connect. This platform allows you to automate tasks without coding. Simply visit the Pabbly website and sign in or create a new account if you’re a first-time user.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various tools, but for this tutorial, we will focus on Pabbly Connect to create a workflow that connects IndiaMART with Google Sheets.
2. Creating a Workflow in Pabbly Connect
In the Pabbly Connect dashboard, click on ‘Create Workflow’ to begin setting up the integration. Name your workflow something descriptive, like ‘Add IndiaMART Leads to Google Sheets for Stationary Designing Service’. Select a folder to save your workflow. using Pabbly Connect
- Click on ‘Create’ to access the workflow window.
- Choose IndiaMART as your trigger application.
- Select the trigger event as ‘New Lead’.
After selecting the trigger, Pabbly Connect provides a Webhook URL. This URL will be used to connect your IndiaMART account with the workflow. Copy this URL as you will need it later.
3. Configuring IndiaMART for Integration
Now, log in to your IndiaMART account and navigate to the Lead Manager section. From there, select the three dots for options and click on ‘Import/Export Leads’. Then, choose the ‘Push API’ option.
- Select ‘Other’ as the source.
- Enter ‘Pabbly Connect’ as the CRM platform name.
- Paste the copied Webhook URL in the designated field.
After filling in these details, save the configuration. You will be prompted to generate an OTP to confirm the integration. Enter the OTP and submit to finalize the connection between IndiaMART and Pabbly Connect.
4. Setting Up Google Sheets for Lead Management
Next, we will integrate Google Sheets into our workflow. In Pabbly Connect, select Google Sheets as your action application. Choose ‘Add New Row’ as the action event. If you haven’t connected Google Sheets yet, click on ‘Add New Connection’ and sign in with your Google account. using Pabbly Connect
Select the spreadsheet where you want to add the leads. Choose the specific sheet within that spreadsheet. Map the fields from the IndiaMART lead details to the corresponding columns in Google Sheets.
After mapping the fields, click on ‘Save and Send Test Request’. This tests the integration, and if successful, the lead details will be added to your Google Sheets automatically.
5. Finalizing the Integration and Testing
Once you have mapped all the necessary fields, you can finalize the integration. Pabbly Connect will automatically run this workflow in the background. This means every time a new lead is generated in IndiaMART, it will be added to Google Sheets without any manual effort. using Pabbly Connect
To ensure everything is functioning correctly, test the workflow by generating a new lead in IndiaMART. Check your Google Sheets to confirm that the lead details appear as expected. This automation simplifies your lead management process significantly.
Conclusion
By utilizing Pabbly Connect, you can seamlessly integrate IndiaMART leads into Google Sheets for your stationary designing service. This automation saves time and enhances lead management efficiency, allowing you to focus more on your business.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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