Learn how to automate adding India M leads to Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration and efficient lead management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Setting Up India M Leads for Automation
To begin integrating India M leads into Google Sheets, we first need to establish a connection with Pabbly Connect. This platform allows for seamless automation without requiring coding skills. Start by signing up or logging into your Pabbly Connect account.
Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Adding India M Leads to Google Sheets.’ Select the folder where you want to save this workflow and click ‘Create’ to proceed.
2. Configuring the Trigger for India M
The next step is to configure the trigger for your workflow. The trigger application will be India M, and the event will be set to ‘New Leads.’ This means that every time a new lead is generated in India M, it will initiate the workflow.
- Search for ‘India M’ in the trigger application.
- Select the event as ‘New Leads’.
- Copy the webhook URL provided, which will connect India M with Pabbly Connect.
Next, head over to your India M account. Navigate to the Lead Manager, click on the hamburger icon, and select ‘Import/Export Leads’. Choose the ‘Push API’ option to set up the connection. Paste the copied webhook URL into the designated field and save the details to finalize this connection.
3. Generating a Test Inquiry for Verification
After connecting India M with Pabbly Connect, it’s essential to verify the integration by generating a test inquiry. This step ensures that the data flows correctly from India M to Pabbly Connect. using Pabbly Connect
To do this, go back to your India M account and use the ‘Test Your Webhook Listener URL’ feature. Click the test button to send a test inquiry to Pabbly Connect. Make sure to include relevant details like the product name, quantity, and inquiry message.
- Fill out the inquiry fields with sample data.
- Click on the ‘Test’ button to send the inquiry.
- Check Pabbly Connect to see if the test inquiry was received.
Once you receive a positive response in Pabbly Connect, it indicates that the integration is successful, and you can proceed to the next step of adding this data to Google Sheets.
4. Adding India M Leads to Google Sheets
Now that the trigger is set up and verified, the next action is to add the leads to Google Sheets. This involves configuring the action in your Pabbly Connect workflow.
Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. Connect your Google account by allowing Pabbly Connect access to your Google Sheets. Then, select the specific spreadsheet you want to use for storing your leads.
Choose the spreadsheet where you want to add the leads. Map the fields from the India M inquiry to the corresponding columns in Google Sheets. Click on ‘Save and Send Test Request’ to ensure the data is added correctly.
After mapping all required fields, such as sender name, email, phone number, and inquiry message, click on ‘Save’. You should see a confirmation that the data has been successfully added to your Google Sheets.
5. Finalizing the Integration and Conclusion
With the workflow configured, you have successfully automated the process of adding India M leads to Google Sheets. Each time a new inquiry is generated, the details will automatically populate in your spreadsheet, making it easier to track and manage leads.
To conclude, this integration allows for efficient lead management for your home textile and furnishing business. By using Pabbly Connect, you can streamline your operations and ensure that no inquiry goes unnoticed.
By following the steps outlined in this tutorial, you can replicate the process for your own business needs. Automating your lead management not only saves time but also enhances productivity, allowing you to focus on converting inquiries into sales.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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