Learn how to integrate Indiamart inquiries with Google Sheets using Pabbly Connect for seamless automation. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start the integration process, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications, making it easier to manage inquiries.
Visit the official Pabbly Connect website to sign in or create an account. If you’re a new user, you can sign up for free and explore the features offered by Pabbly Connect. Once logged in, you will see your dashboard where you can create workflows.
2. Creating a Workflow in Pabbly Connect
After signing in to Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. This is where you will set up the automation process.
- Name your workflow. For example, ‘Add Packaging Solutions and Materials to Google Sheets’.
- Select the folder where you want to save this workflow.
- Click on the Create button to finalize your workflow setup.
With your workflow created, you will now need to set up the trigger and action steps that will automate the process of transferring inquiries from Indiamart to Google Sheets.
3. Setting Up Trigger and Action Steps
In Pabbly Connect, automation consists of triggers and actions. A trigger is an event that starts the workflow, while an action is what happens as a result of that trigger. For this integration, the trigger will be a new lead from Indiamart.
Select Indiamart as your trigger application and choose the trigger event as ‘New Leads’. This means that every time you receive a new lead in your Indiamart account, it will trigger the workflow.
- Copy the webhook URL provided after selecting the trigger event.
- Log in to your Indiamart account and navigate to Lead Manager.
- Paste the webhook URL in the Push API settings under the CRM platform name as Pabbly Connect.
Once you have set up the trigger, you can test the integration by creating a test lead in your Indiamart account to ensure everything is working correctly.
4. Linking Google Sheets to Pabbly Connect
To store the inquiries automatically, you need to link Google Sheets with Pabbly Connect. In the action step of your workflow, select Google Sheets as the action application and choose ‘Add a New Row’ as the action event.
Connect your Google Sheets account by clicking on ‘Add New Connection’. Follow the prompts to sign in and authorize Pabbly Connect to access your Google Sheets. Once connected, select the specific spreadsheet where you want to add the lead details.
Map the fields from the trigger step to the corresponding columns in Google Sheets. Ensure that the lead’s name, email, phone number, and query are correctly mapped. Click on ‘Save and Send Test Request’ to confirm the setup.
After saving, check your Google Sheets to verify that the lead details have been added correctly as a new row.
5. Conclusion
In this tutorial, we successfully integrated Indiamart inquiries with Google Sheets using Pabbly Connect. By automating this process, you can efficiently manage leads and ensure that no inquiries are missed.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This integration simplifies tracking customer details and follow-ups, allowing you to focus on growing your business without hassle. Using Pabbly Connect not only saves time but also keeps your data organized and accessible.