Integrating Indi Mart Leads to Google Sheets Using Pabbly Connect

Learn how to integrate Indi Mart leads into Google Sheets using Pabbly Connect. This step-by-step guide will streamline your lead management process. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Indi Mart leads into Google Sheets, first access Pabbly Connect. This automation platform enables seamless connections between various applications, making your workflow efficient.

Visit the Pabbly Connect homepage at Pabbly.com/connect. If you’re a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in to their accounts.

2. Creating a Workflow in Pabbly Connect

Once signed in to Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow, for example, ‘Add Indi Mart Leads to Google Sheets for Banking Services’.
• Select a folder to save your workflow. You can create new folders as needed.
• Click on the ‘Create’ button to finalize your workflow setup.

This workflow will automate the process of adding new leads directly from Indi Mart to Google Sheets, enhancing your lead management process effectively.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up a trigger in your workflow. Select Indi Mart as your trigger application and choose the ‘New Leads’ event. This will ensure that every time a new lead is generated, Pabbly Connect captures this event.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to link your Indi Mart account with Pabbly Connect.

• Log in to your Indi Mart account and navigate to the Lead Manager.
• Select the option for Import/Export Leads and then choose Push API.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL.

After saving these details, you will need to activate the API by generating an OTP. Enter the OTP received on your phone to complete the setup.

4. Adding Leads to Google Sheets via Pabbly Connect

Now that your trigger is set up, the next action is to add leads to Google Sheets. Select Google Sheets as your action application and choose the action event ‘Add a New Row’. This ensures that every new lead captured will be added as a new row in your specified Google Sheets file.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. Sign in with your Google account and grant necessary permissions to allow Pabbly Connect to access your sheets.

Select the spreadsheet where you want to add leads (e.g., Banking Service Inquiries). Map the fields such as Name, Email, Phone Number, and Inquiry from the trigger data. Click on ‘Save and Send Test Request’ to verify the integration.

Once the test is successful, you will see the new lead added to your Google Sheets, confirming that the integration works flawlessly.

5. Conclusion

In this tutorial, we successfully integrated Indi Mart leads into Google Sheets using Pabbly Connect. This automation streamlines your lead management, ensuring that every inquiry is logged efficiently.

By following these steps, you can enhance your workflow and focus more on engaging with potential clients rather than managing data manually. With Pabbly Connect, your lead management becomes seamless and organized.