Integrating Indi Mart with Google Sheets Using Pabbly Connect

Learn how to automate lead management by integrating Indi Mart with Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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 begin the integration process, first access Pabbly Connect. This platform is essential for automating tasks between applications like Indi Mart and Google Sheets. Sign in to your existing account or create a new one to start.

Once logged into Pabbly Connect, you will see a dashboard with various applications. This interface is user-friendly and allows you to manage your integrations efficiently. Select the ‘Create Workflow’ button to initiate your automation process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect Indi Mart to Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Add Indi Mart Leads to Google Sheets’. Select a suitable folder for organization.

• Name your workflow: Add Indi Mart Leads to Google Sheets
• Select a folder for organization

After naming and selecting the folder, click the ‘Create’ button. This action sets up your workflow, allowing you to define the trigger and action that will automate the lead management process.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Indi Mart as your trigger application and choose the event ‘New Leads’. This means that whenever a new lead is generated in your Indi Mart account, it will trigger the automation.

After selecting the trigger, you will receive a unique webhook URL from Pabbly Connect. Copy this URL and navigate to your Indi Mart account. In the lead manager section, find the ‘Push API’ option and paste the webhook URL to establish the connection.

• Select Indi Mart as the trigger application
• Choose the event ‘New Leads’ to trigger the automation
• Copy the webhook URL and paste it in the Push API settings in Indi Mart

This connection allows Pabbly Connect to capture new leads generated in your Indi Mart account, facilitating seamless data transfer to Google Sheets.

4. Adding Lead Details to Google Sheets

Once the trigger is set, the next step is to configure the action in Pabbly Connect. Choose Google Sheets as the action application and select the event ‘Add New Row’. This will allow the details of the new lead to be added to your Google Sheets automatically.

Connect your Google Sheets account by clicking on the ‘Connect’ button and authorize Pabbly Connect to access your Google Sheets. After authorization, select the spreadsheet and the specific sheet where you want to store the lead details.

Select Google Sheets as the action application Choose ‘Add New Row’ as the event Authorize Pabbly Connect to access your Google Sheets

Map the fields from the lead data captured from Indi Mart to the corresponding columns in Google Sheets. This ensures that all lead details are organized and accessible in your spreadsheet.

5. Testing the Integration and Reviewing Results

After setting up both the trigger and action, it’s time to test the integration. Generate a test lead in your Indi Mart account and check if Pabbly Connect captures the lead details accurately. This step is crucial to ensure that the automation works as intended.

Once the test lead is generated, go back to Pabbly Connect and check the workflow. You should see the captured lead details displayed in the workflow response. Verify that all information, such as name, email, phone number, and message, is correctly populated.

Generate a test lead in Indi Mart Check the workflow response in Pabbly Connect Ensure all lead details are accurately captured

Once confirmed, you can be assured that the integration between Indi Mart and Google Sheets via Pabbly Connect is functioning smoothly, allowing for efficient lead management.

Conclusion

In this tutorial, we explored how to integrate Indi Mart with Google Sheets using Pabbly Connect. By automating the lead management process, you can efficiently track and respond to inquiries from potential clients. This setup not only saves time but also minimizes errors, ensuring a streamlined workflow for your business.