Integrating IndiaMART Inquiries with Microsoft Excel Using Pabbly Connect

Learn how to integrate IndiaMART inquiries with Microsoft Excel using Pabbly Connect. Automate your workflow and manage your inquiries efficiently. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, you need to sign in to your account. This integration enables you to automate workflows between IndiaMART and Microsoft Excel effectively. After signing in, you will see the dashboard where you can create workflows that connect various applications seamlessly.

Once logged in, you will find options to create a new workflow. Click on the ‘Create Workflow’ button to initiate the setup process. This is where you will define the trigger and action that will automate your tasks between IndiaMART and Excel.

2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow that connects IndiaMART inquiries to Microsoft Excel using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘IndiaMART Inquiries to Excel.’ Select an appropriate folder for organization.

• Click on the ‘Create’ button to set up your workflow.
• Define the trigger as ‘IndiaMART’ to capture new inquiries.
• Select the event as ‘New Leads’ to automate the response.

By setting the trigger event to ‘New Leads,’ Pabbly Connect will capture the inquiries automatically whenever a new lead is generated in your IndiaMART account. This ensures that all inquiries are logged without manual entry.

3. Setting Up the IndiaMART Trigger

The next step involves configuring the trigger for your workflow in Pabbly Connect. After selecting IndiaMART as your trigger application, you will receive a webhook URL. This URL is essential for connecting your IndiaMART account to Pabbly Connect.

To set this up, follow these steps:

• Log in to your IndiaMART account and navigate to the Lead Manager.
• Select ‘Import/Export Leads’ and choose ‘Push API’ for integration.
• Enter the webhook URL received from Pabbly Connect as the Listener URL.

After entering the required information, save the details. This setup allows Pabbly Connect to receive real-time updates from IndiaMART, ensuring that your inquiries are automatically logged into Microsoft Excel.

4. Adding Data to Microsoft Excel

Once your trigger is set up, the next step is to configure the action that will send data to Microsoft Excel using Pabbly Connect. Select Microsoft Excel as your action application and choose the action event as ‘Add Row to Worksheet.’ This allows new inquiries from IndiaMART to be added as new rows in your Excel sheet.

To establish this connection, click on ‘Connect with Microsoft Excel’ within Pabbly Connect. Ensure you are logged into your Excel account for a smooth connection process. After granting access, select the workbook where you want to store the inquiries.

Choose the worksheet where the data will be saved. Map the fields from the trigger response to the corresponding columns in Excel. Test the action to ensure data is added correctly.

This process ensures that every inquiry received through IndiaMART is logged automatically in your Excel sheet, allowing for efficient tracking and management of leads.

5. Finalizing the Automation Process

After mapping the data fields and testing the action, your workflow is nearly complete. In Pabbly Connect, click on the ‘Save and Send Test Request’ button to finalize the setup. This will ensure that the data from your IndiaMART inquiries is successfully added to Microsoft Excel.

Once you have confirmed that the data is being logged correctly, you can activate your workflow. This automation will now run in the background, capturing all new inquiries and adding them to your Excel sheet without any manual input.

With this setup, your inquiries from IndiaMART will be organized in Excel, allowing you to analyze trends and manage your leads effectively. You can now focus on following up with clients and improving your services.

Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART inquiries with Microsoft Excel using Pabbly Connect. By automating this process, you can efficiently manage your inquiries and ensure no lead goes unnoticed. This integration streamlines your workflow and enhances your productivity.