Learn how to integrate India M leads and inquiries into Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating India M leads with Google Sheets, first access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page. If you are a new user, sign up for free to get started.
Once you have signed up or if you are an existing user, click on the ‘Sign In’ button. This will take you to the dashboard where you can access all Pabbly tools. For this integration, click on ‘Access Now’ under Pabbly Connect to enter the automation platform.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name, such as ‘Add India M Leads to Google Sheets.’ Choose a folder to save the workflow, such as the ‘Automations’ folder.
- Click on ‘Create’ to open the workflow window.
- In the workflow window, select your trigger application, which is India M.
- Choose the trigger event as ‘New Lead’ to start the workflow.
After setting the trigger, a webhook URL will be generated. This URL is essential for connecting your India M account with Pabbly Connect. Copy the webhook URL for later use when configuring India M.
3. Configuring India M for Webhook Integration
Log into your India M account and navigate to the lead manager section. Here, look for the import/export leads option under the three-dot menu. Select ‘Push API’ to set up the connection with Pabbly Connect.
- Choose ‘Other’ in the source selection.
- Paste the copied webhook URL in the webhook listener field.
- Submit the form after entering the required information.
After submitting, test the webhook to ensure that it captures the leads correctly. This step is crucial as it verifies that the integration between India M and Pabbly Connect is functional.
4. Adding Google Sheets as an Action Application
Now that your trigger is set up, the next step is to add Google Sheets as the action application in Pabbly Connect. Search for Google Sheets and select it as your action application.
Choose the action event as ‘Add New Row’ and click on ‘Connect’. If you haven’t connected your Google Sheets account before, you will need to authorize it. Click on ‘Sign in with Google’ and allow the necessary permissions for Pabbly Connect to access your Google Sheets.
5. Mapping Data from India M to Google Sheets
After connecting Google Sheets, select the specific spreadsheet where you want to store the leads. Choose the sheet that contains the relevant columns for lead details. using Pabbly Connect
Now, proceed to map the data fields from the India M trigger response to the corresponding columns in Google Sheets. This mapping process ensures that each new lead’s details are dynamically inserted into your spreadsheet.
Map the name, email, and inquiry fields from the trigger response. Click on ‘Save and Send Test Request’ to finalize the setup.
Upon successful mapping and testing, your workflow will automatically add new leads from India M to Google Sheets without any manual intervention, ensuring efficient lead management.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the integration of India M leads into Google Sheets. This process allows businesses to efficiently manage inquiries and leads without manual effort, streamlining operations significantly.
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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