Integrating India M Leads to Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate India M leads into Google Sheets using Pabbly Connect. Follow this detailed step-by-step tutorial for efficient lead management. 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 integrate India M leads into Google Sheets, you first need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser and navigate to its landing page. Here, you will find options to sign in or sign up for free to start automating your workflows.

If you are a new user, click on ‘Sign Up for Free’ to create your account. Existing users can simply click on ‘Sign In’. After signing in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

After accessing 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, which could be something like ‘Integrating India M Leads to Google Sheets’. Choose a folder to save your workflow, such as ‘Automations’.

Once you name your workflow, click on ‘Create’. This opens the workflow window where you can set up your trigger and action. The trigger is the event that starts the workflow, and in this case, it will be a new lead from India M. The action will be to add this lead to Google Sheets.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder for your workflow.

With your workflow created, you can now proceed to set the trigger application.

3. Setting Up the Trigger with India M

In this step, you will configure the trigger application in Pabbly Connect to respond to new leads from India M. Select India M as your trigger application and choose the trigger event as ‘New Leads’. This event will activate the workflow whenever a new lead is received.

Once the trigger event is selected, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your India M account with Pabbly Connect. Follow the instructions provided to log into your India M account and navigate to the lead manager section.

• Select ‘Lead Manager’ from the left tab.
• Click on ‘Import/Export Leads’.
• Choose ‘Push API’ from the options.

Now paste the copied webhook URL into the appropriate field in India M and save the details. This creates a connection between your India M leads and Pabbly Connect.

4. Adding Google Sheets as the Action Application

After setting up the trigger, it’s time to configure the action application in Pabbly Connect. Search for Google Sheets and select it as your action application. The action event you need to choose is ‘Add New Row’. This will allow the new lead details from India M to be added directly into your specified Google Sheet.

Click on ‘Connect’ to establish a connection. If you have not connected your Google Sheets account before, select ‘Add a New Connection’. You will need to sign in with your Google account and authorize Pabbly Connect to access your Google Sheets.

Select ‘Add New Row’ as the action event. Choose the appropriate Google Sheet to update. Map the fields from the previous step to the corresponding columns in Google Sheets.

Mapping ensures that the data from the new leads is accurately reflected in your Google Sheets, making it easy for your sales team to follow up on inquiries.

5. Finalizing the Integration and Testing

With both the trigger and action set up, it’s time to finalize your integration in Pabbly Connect. Ensure that you have mapped all necessary fields from the India M lead response to the columns in your Google Sheet. This includes sender name, phone number, address, and inquiry details.

After mapping the fields, click on the button that says ‘Save and Send Test Request’. This will send a test lead from India M to Google Sheets. You should see a confirmation message if the integration is successful. Check your Google Sheets to verify that the lead details have been added correctly.

Map the sender’s name, phone number, address, and inquiry message. Click ‘Save and Send Test Request’ to complete the integration. Verify the data in Google Sheets after the test.

With this, your workflow is now complete! From now on, every new lead from India M will automatically populate your Google Sheets without any manual input, allowing your sales team to follow up efficiently.

Conclusion

This tutorial demonstrated how to integrate India M leads into Google Sheets using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that your sales team can respond quickly and effectively to inquiries.