Integrating India M Leads to Google Sheets with Pabbly Connect

Learn how to automate the process of adding India M leads to Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

In this section, we will explore how to use Pabbly Connect to automate the process of adding leads from India M to Google Sheets. This integration is essential for managing inquiries efficiently. By automating this process, you can save time and ensure that all leads are organized in one place.

To start, navigate to the Pabbly Connect homepage at Pabbly.com. If you are a new user, sign up for a free account. Existing users can simply log in. Once logged in, you will be taken to the dashboard where you can create your workflows using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will then be prompted to name your workflow. For this integration, name it ‘Add India M Leads to Google Sheets for Trading Business’.

• Select a folder for your workflow, such as ‘Automation’.
• Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will see two main components: Trigger and Action. The trigger will initiate the workflow when a new lead is received from India M. The action will add that lead to Google Sheets. This setup is fundamental for automating the lead management process with Pabbly Connect.

3. Setting Up the Trigger for India M Leads

For the trigger, select India M as the application from which you will receive new leads. Choose the trigger event as ‘New Leads’. This action will allow Pabbly Connect to capture lead details automatically when they arrive.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as you will need it to connect your India M account with Pabbly Connect. Log in to your India M seller account, navigate to the Lead Manager, and select ‘Import/Export Leads’. Choose ‘Push API’ for integration.

• Select the source as ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL in the designated field.

After entering these details, click on ‘Save Details’. You will then need to generate an OTP and enter it to confirm the connection. This step is crucial for ensuring that your India M leads are successfully integrated with Pabbly Connect.

4. Setting Up the Action to Add Leads to Google Sheets

Now that your trigger is set up, the next step is to configure the action. Select Google Sheets as the application for your action step. Choose the action event as ‘Add a New Row’. This will allow Pabbly Connect to automatically add new leads to your specified Google Sheets document.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and select ‘New Connection’. Sign in with your Google account and grant the necessary permissions. Once connected, select the spreadsheet where you want to add the leads, which should be named ‘India M Leads’.

Select the sheet (e.g., Sheet1) where the details will be added. Map the fields for name, email, phone number, and inquiry from the trigger step.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test lead to your Google Sheets, confirming that the integration works properly. You should see the new entry appear in your Google Sheets as expected.

5. Conclusion and Summary of the Integration Process

In this tutorial, we have successfully integrated India M leads into Google Sheets using Pabbly Connect. This automation streamlines the process of managing leads, allowing you to focus on your trading business without the hassle of manual entry.

By following the steps outlined in this guide, you can easily set up your own workflow in Pabbly Connect. This integration not only saves time but also ensures that you never miss a lead. Automating your lead management process can significantly enhance your efficiency and productivity.

Overall, using Pabbly Connect for this integration provides a seamless experience, enabling you to connect various applications effortlessly. Start automating your workflow today and enjoy the benefits of enhanced organization and efficiency!