Learn how to automate lead management by integrating Trigger with URL and Google Sheets to streamline your business operations. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger for New Leads

To begin with, the Trigger application is essential for automating the process of receiving new leads. The first step is to connect Trigger with the URL to facilitate this automation. In this case, we will be focusing on integrating with Indiamart as our source for new inquiries.

Open your Pabbly Connect dashboard and create a new workflow. Name your workflow appropriately, such as ‘Add Indiamart Leads to Google Sheets’. This helps in identifying the workflow’s purpose easily. Next, select Indiamart as your trigger application and choose the trigger event as ‘New Leads’.

2. Connecting Trigger with URL

To connect the Trigger application with the URL, you will need to use a specific webhook URL provided by Pabbly Connect. This URL acts as a bridge between Indiamart and your automation setup. Copy the webhook URL from Pabbly Connect and proceed to Indiamart.

  • Go to the Lead Manager section in Indiamart.
  • Click on the hamburger icon and select Import/Export Leads.
  • Choose Push API integration to set up the connection.

After selecting the Push API option, fill in the required details such as your CRM platform name and paste the webhook URL. This setup allows Indiamart to send new lead data to Pabbly Connect automatically.

3. Generating OTP for Connection

Once you have set up the Push API integration, the next step involves generating an OTP for secure connection. Click on the ‘Generate OTP’ button and enter the OTP in the required field. This step is critical as it authenticates the connection between Trigger and Pabbly Connect.

After successfully entering the OTP, you will see a confirmation that the Push API integration has been created. Now, Pabbly Connect will be ready to receive responses from Indiamart whenever a new lead is generated.

4. Setting Up Google Sheets for Data Storage

Now that the connection is established, it’s time to set up the action step to add new leads to Google Sheets. In your Pabbly Connect workflow, search for Google Sheets as your action application and select the action event as ‘Add New Row’.

Next, you will need to connect your Google Sheets account. Click on ‘Sign in with Google’ and grant the necessary permissions. Once connected, select the specific spreadsheet where you want to store the lead details.

  • Map the fields from the Indiamart response to the corresponding columns in Google Sheets.
  • Ensure all necessary details such as sender name, email, and inquiry subject are included.

After mapping the fields, click on ‘Save and Send Test’ to verify that the data is being correctly added to your Google Sheets.

5. Verifying the Automation Process

Finally, to ensure that the entire automation process is functioning correctly, generate a test inquiry in Indiamart. This will trigger the webhook and send the inquiry details to Pabbly Connect.

Once the test inquiry is generated, check your Google Sheets to confirm if the new lead details have been successfully added. You should see all the mapped information like sender name, email, and inquiry message in the specified columns.

By following these steps, you have successfully created a seamless integration between Trigger, Indiamart, and Google Sheets. This automation will help you manage your leads effectively and ensure timely follow-ups.

Conclusion

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

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In conclusion, integrating Trigger with URL and Google Sheets allows for efficient lead management. Automating the process of adding new inquiries ensures you never miss an opportunity and can focus on growing your cookies business.