Learn how to seamlessly integrate your IndiaMART leads into Google Sheets using Pabbly Connect with this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating your IndiaMART leads with Google Sheets, first access Pabbly Connect. This automation software allows you to connect various applications seamlessly, making it easier to manage your leads efficiently.
Visit the Pabbly Connect homepage by navigating to the official URL. If you are a new user, you can sign up for free and get 300 tasks every month. Existing users can simply log in to their accounts. Once you are logged in, you will be directed to the Pabbly Connect dashboard where you can create your workflows.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow to automate the process of adding leads from IndiaMART to Google Sheets. Start by clicking on the ‘Create Workflow’ button located at the top right corner of the dashboard. using Pabbly Connect
- Name your workflow appropriately, for instance, ‘IndiaMART Leads to Google Sheets’.
- Select a folder where you want to save this workflow.
- Click on the ‘Create’ button to proceed.
After creating the workflow, you will see two main components: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. You will set the Trigger first, which will be based on new leads received from your IndiaMART account.
3. Setting Up the Trigger for IndiaMART
For the Trigger application, select IndiaMART in Pabbly Connect. This will allow you to capture new leads and inquiries automatically. Choose the Trigger event as ‘New Leads’ to ensure that every time a new lead is generated, the automation gets triggered.
Once you select your Trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting your IndiaMART account with Pabbly Connect. Copy this URL and head over to your IndiaMART account.
- Log in to your IndiaMART account and navigate to the Lead Manager.
- Select the ‘Import/Export Leads’ option and then choose ‘Push API’.
- Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL.
After saving the details and generating an OTP, you will successfully set up the webhook in your IndiaMART account. This means that your IndiaMART account is now connected to Pabbly Connect.
4. Adding Leads to Google Sheets via Pabbly Connect
Now that your trigger is set up, the next step is to add the leads to Google Sheets. In the Action section of your workflow, select Google Sheets as the application. Then, choose the action event as ‘Add a New Row’.
To connect Google Sheets with Pabbly Connect, click on ‘Add New Connection’. You will be prompted to sign in with your Google account. After granting access, select the spreadsheet where you want the leads to be added. Ensure you choose the correct sheet where the leads will be recorded.
Map the required fields such as Name, Email, Phone Number, and Inquiry. Ensure that the data is dynamically mapped from the previous step. Click on ‘Save and Send Test Request’ to verify the setup.
After successfully saving the request, check your Google Sheets to confirm that the new lead details have been added as a new row. This completes the automation process, allowing you to manage your leads efficiently.
5. Conclusion
In this tutorial, you learned how to integrate your IndiaMART leads into Google Sheets using Pabbly Connect. This efficient method allows you to manage your inquiries automatically, saving you time and ensuring no lead is missed.
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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By following the steps outlined, you can easily set up this integration and focus more on growing your business. Automation with Pabbly Connect makes it easier to handle your leads and inquiries in one organized place.