Integrating India M with Microsoft Excel Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate India M inquiries with Microsoft Excel using Pabbly Connect in this detailed tutorial. Streamline your lead management process effectively. 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 integrating India M inquiries with Microsoft Excel, first, access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page at Pabbly.com. If you are a new user, you can sign up for free and receive 100 tasks monthly.

As an existing user, click on the ‘Sign In’ button. After logging in, navigate to the Pabbly Connect dashboard. Here, you will find various applications, but for this tutorial, we will focus on Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Add Food and Beverage Products from India M to Microsoft Excel’ and select a folder to save it.

• Click on ‘Create’ to open the workflow window.
• Select the trigger application as India M.
• Choose the trigger event as ‘New Inquiry’ to start the workflow.

After setting up the trigger, you will receive a Webhook URL. This URL is essential for connecting your India M account with Pabbly Connect. Copy this URL for later use in your India M settings.

3. Setting Up India M for Integration

Log into your India M account and navigate to the Lead Manager section. Click on the menu button and select ‘Import/Export Leads’. Here, you will find the option to configure the Push API.

• Select ‘Other’ as the source in the Push API settings.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the Webhook URL you copied earlier.

After entering these details, click on ‘Save Details’. You will then be prompted to generate an OTP for verification. Complete this step to finalize the connection between India M and Pabbly Connect.

4. Testing the Integration with a Dummy Inquiry

After successfully setting up the Webhook, it’s time to test the integration. Use a second India M account to submit a dummy inquiry. This inquiry should contain details like product request and quantity.

Navigate to the supplier’s page and click on ‘Contact Supplier’. Fill in the inquiry details and submit the form.

Once submitted, return to your Pabbly Connect workflow to check if the response has been captured. You should see the details of the inquiry, including the unique query ID and message.

5. Adding Inquiry Details to Microsoft Excel

Now that the inquiry details have been captured, the next step is to add this data to Microsoft Excel. In your Pabbly Connect workflow, select Microsoft Excel as the action application.

Choose the action event ‘Add Row to Worksheet’. Connect your Microsoft Excel account by authorizing Pabbly Connect. Map the inquiry details to the appropriate columns in your Excel worksheet.

After mapping the details, click on ‘Save and Send Request’. You will receive a confirmation that the details have been successfully added to your Microsoft Excel workbook.

Conclusion

In this tutorial, we demonstrated how to integrate India M inquiries with Microsoft Excel using Pabbly Connect. This integration streamlines lead management and ensures that all inquiries are documented efficiently, improving customer service and sales outcomes.