Integrate IndiaM Leads with Google Sheets Using Pabbly Connect

Learn how to automate the integration of IndiaM leads into Google Sheets using Pabbly Connect. Step-by-step guide for seamless data management. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your lead management, first, access Pabbly Connect. This platform is essential for integrating your IndiaM account with Google Sheets.

Begin by visiting the Pabbly Connect homepage. Here, you can either sign up for a new account or sign in if you are an existing user. Once logged in, you will see the dashboard where you can create your workflow.

2. Creating Your Workflow in Pabbly Connect

In this step, we will create a workflow to connect IndiaM leads to Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

• Name your workflow, e.g., ‘IndiaM Leads to Google Sheets’.
• Select a folder for your workflow, such as Google Sheets.
• Click on the ‘Create’ button.

After creating your workflow, you will be directed to the workflow settings. Here, you need to set up a trigger and an action. The trigger will be your IndiaM account, and the action will be Google Sheets.

3. Setting Up the Trigger with IndiaM

Now, let’s set up the trigger in Pabbly Connect. Select IndiaM as your trigger application. This allows Pabbly Connect to capture new leads from your account.

Choose the trigger event as ‘New Leads’. This means that every time a new lead is generated in IndiaM, Pabbly Connect will automatically capture this information.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your IndiaM account and navigate to the Lead Manager.
• Select ‘Push API’ under Import/Export Leads and paste the webhook URL.

After saving the details, you will be prompted to generate an OTP for verification. Enter the OTP received on your phone to complete the setup.

4. Testing the Setup with a Test Lead

To ensure everything is working correctly, you need to test the setup you created in Pabbly Connect. Generate a test lead in your IndiaM account.

Click on the ‘Test Your Webhook Listener URL’ button in Pabbly Connect. This will send a test lead response to your configured webhook URL.

Verify that you receive a test response in Pabbly Connect. Check the details of the test lead to ensure they match your expectations.

Once the test lead is successfully captured, you can proceed to set up the action step to add the lead details to Google Sheets.

5. Adding Leads to Google Sheets with Pabbly Connect

Now, let’s set up the action in Pabbly Connect to add new leads to Google Sheets. Select Google Sheets as your action application.

Choose the action event as ‘Add a New Row’. This will ensure that every new lead captured from IndiaM gets added to your Google Sheets automatically.

Connect your Google Sheets account to Pabbly Connect. Select the specific spreadsheet and sheet where you want to add the leads. Map the fields from the IndiaM lead response to the columns in Google Sheets.

After mapping all required fields, click on ‘Save and Send Test Request’. If successful, you will see the new lead appear in your Google Sheets.

Conclusion

In this tutorial, we demonstrated how to automate the integration of IndiaM leads into Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure no inquiries are missed.

Utilizing Pabbly Connect for automation not only saves time but also enhances your business efficiency, allowing you to focus on growth and customer engagement.