Learn how to automate the integration of India Mart leads into Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start automating the integration of India Mart leads into Google Sheets, you first need to access Pabbly Connect. Simply go to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for a free account to explore its features.
Once logged in, you will be greeted with the Pabbly Connect dashboard. Here, you can create workflows that automate your tasks effectively. This is where you will connect India Mart and Google Sheets through Pabbly Connect.
2. Creating a New Workflow in Pabbly Connect
After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button found at the top right corner of the dashboard. You will be prompted to name your workflow; for this integration, you can name it ‘Add India Mart Leads to Google Sheets’.
- Click on the ‘Create’ button to proceed.
- Select the folder where you want to save this workflow.
- You can create new folders by following the instructions provided in the Pabbly Connect interface.
Now that your workflow is created, you can set the trigger for this automation process. This is where Pabbly Connect shines, as it allows you to specify when the automation should start.
3. Setting Up the Trigger for India Mart
In this step, you will select India Mart as your trigger application in Pabbly Connect. Choose the event ‘New Leads’ from the dropdown menu. This means that every time a new lead comes in from India Mart, Pabbly Connect will capture that information automatically.
Once you select the trigger event, Pabbly Connect will generate a webhook URL. This URL needs to be copied and pasted into your India Mart account. Navigate to your India Mart lead manager, select the option to import/export leads, and set up the webhook integration by entering the copied URL.
4. Connecting Google Sheets as the Action Step
Now that the trigger is set up, it’s time to connect Google Sheets as the action step in Pabbly Connect. Select Google Sheets from the action application menu and choose the action event as ‘Add a New Row’. This ensures that every new lead from India Mart gets added to your Google Sheets automatically.
- Authorize Pabbly Connect to access your Google Sheets account.
- Select the specific spreadsheet where you want to store the leads.
- Map the fields from India Mart to the corresponding columns in Google Sheets.
After mapping all the necessary fields such as name, email, phone number, and inquiry details, click on ‘Save and Send Test Request’. This action will send a test lead to ensure everything is functioning correctly.
5. Testing and Verifying the Integration
To confirm that your integration works as intended, you need to generate a test lead in your India Mart account. After submitting the test lead, check your Google Sheets to see if the new entry appears. This verifies that Pabbly Connect is successfully automating the process.
If the test lead appears in your Google Sheets, congratulations! You have successfully set up the integration. This automation allows you to manage leads efficiently without manual effort, helping you focus on converting leads into customers.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!
In conclusion, using Pabbly Connect to integrate India Mart leads into Google Sheets streamlines your lead management process. By following these steps, you can automate the collection of inquiries and ensure that you never miss an opportunity to engage with potential customers. This setup not only saves time but also enhances your overall productivity.