Learn how to integrate India M leads with Google Sheets using Pabbly Connect in this step-by-step tutorial. Streamline your lead management process today! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To integrate India M leads with Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free to enjoy 100 tasks monthly.
Once logged in, you will see various Pabbly applications. Click on the Pabbly Connect option to proceed. This platform will allow you to automate the process of adding new leads from India M directly into your Google Sheets.
2. Creating a Workflow in Pabbly Connect
Now that you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this tutorial, name the workflow as ‘Add India M Leads to Google Sheets’ and save it in the Automations folder.
- Click on ‘Create’ to open the workflow window.
- Select your trigger application, which will be India M.
- Choose the trigger event as ‘New Leads’.
After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL will be used to connect your India M account with the workflow. Copy this URL for the next steps.
3. Configuring India M for Lead Capture
Head over to your India M account to set up the webhook. Navigate to the Lead Manager section and select ‘Import/Export Leads’ from the menu. Then, click on ‘Push API’ to configure the connection.
- Select ‘Other’ as the source.
- Enter ‘Pabbly Connect’ as the CRM platform name.
- Paste the copied webhook URL in the Webhook Listener URL field.
After saving the details, you will need to generate an OTP to activate the integration. Enter the OTP as prompted to complete the setup. With this, you have successfully connected India M to Pabbly Connect.
4. Setting Up Google Sheets Integration
Next, return to your Pabbly Connect workflow and select Google Sheets as your action application. Choose the action event as ‘Add New Row’. You will need to connect your Google Sheets account to Pabbly Connect.
Click on ‘Connect’ and select ‘Add New Connection’. Sign in with your Google account and allow the necessary permissions. Select the spreadsheet and sheet where you want to store the leads.
After connecting, map the fields from the India M lead data to the corresponding columns in your Google Sheets. This mapping allows Pabbly Connect to automatically fill in the lead details each time a new inquiry is received.
5. Finalizing the Integration and Testing
Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This will trigger the workflow and add the lead details to your Google Sheets. Check your Google Sheets to confirm that the new lead information has been added successfully.
With this setup, every time a new lead is captured through India M, Pabbly Connect will automatically update your Google Sheets without manual intervention. This ensures efficient lead management for your cultural club program.
Conclusion
This tutorial demonstrated how to integrate India M leads with Google Sheets using Pabbly Connect. By automating this process, you can streamline your lead management and ensure timely follow-ups with potential participants.
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