Learn how to automate the process of adding IndiaMART leads to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for IndiaMART Integration
To integrate IndiaMART leads into Google Sheets, we will utilize Pabbly Connect. Start by accessing the Pabbly Connect website and logging into your account. If you are a new user, you can sign up for a free trial, which provides 100 tasks per month.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see various applications. Click on the ‘Access Now’ button next to Pabbly Connect to begin creating your workflow. This is the essential step for automating the lead capture process from IndiaMART to Google Sheets.
2. Creating a Workflow in Pabbly Connect
In the Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. Enter a descriptive name, such as ‘Add IndiaMART Leads to Google Sheets’. Select a folder to save this workflow. using Pabbly Connect
- Click on ‘Create’ to proceed to the workflow window.
- In the workflow window, you will set up a trigger and an action.
The trigger is the event that starts the workflow, while the action is what happens as a result. Select IndiaMART as the trigger application and choose the event ‘New Lead’. This setup will ensure that every time a new lead is captured, it triggers the workflow to add that information to Google Sheets.
3. Configuring IndiaMART Integration
After selecting the trigger event, Pabbly Connect will provide a Webhook URL. Copy this URL as it will be used to connect your IndiaMART account. Next, log in to your IndiaMART account and navigate to the Lead Manager section.
- From the left sidebar, select ‘Import/Export Leads’ from the three-dot menu.
- Choose ‘Push API’ and set the source to ‘Other’.
- Enter ‘Pabbly Connect’ as the CRM platform name and paste the Webhook URL.
Then, save the details and generate an OTP to verify the connection. By completing this step, you will successfully link your IndiaMART account with Pabbly Connect, allowing leads to be automatically sent to Google Sheets.
4. Adding Google Sheets Action in Pabbly Connect
Now that your trigger is set, it’s time to configure the action. Search for Google Sheets in the action application section of Pabbly Connect. Select the action event as ‘Add New Row’. Click on ‘Connect’ to establish a connection with your Google Sheets account.
When prompted, select ‘Add a New Connection’ and click on ‘Sign in with Google’. Choose the appropriate Google account and grant the necessary permissions. After successfully connecting, select the specific spreadsheet where you want to add the IndiaMART lead details.
Choose the spreadsheet titled ‘New Leads and Inquiries’. Select the specific sheet where the data will be inserted.
With the spreadsheet selected, you will now map the fields from the IndiaMART lead response to the corresponding columns in Google Sheets. This step ensures that each lead’s information is accurately recorded.
5. Mapping Data to Google Sheets with Pabbly Connect
In this step, you will map the lead details from the IndiaMART response to the columns in your Google Sheets. Start by selecting the lead name, phone number, address, and query message from the previous step’s response. using Pabbly Connect
Map the lead name to the corresponding column in Google Sheets. Continue mapping the phone number, address, and query message.
After completing the mapping, click on ‘Save and Send Test Request’. Pabbly Connect will send a test entry to Google Sheets. Verify that the lead details appear correctly in your spreadsheet. Once confirmed, your automation is complete, and every new lead from IndiaMART will be automatically added to Google Sheets without manual efforts.
Conclusion
This tutorial demonstrates how to use Pabbly Connect to seamlessly integrate IndiaMART leads into Google Sheets. By following these steps, you can automate lead management and focus on growing your electronics system design and manufacturing business effectively.
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!