Integrating IndiaMART Leads to Google Sheets with Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Google Sheets using Pabbly Connect. This step-by-step guide ensures seamless integration without manual effort.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the process of adding IndiaMART leads to Google Sheets, you need to access Pabbly Connect. This platform facilitates the automation of transferring lead data without manual intervention.

Start by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, navigate to your Pabbly Connect account to create a workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the blue button labeled ‘Create Workflow’ to initiate a new automation process. You will be prompted to name your workflow and select a folder to save it in. For this tutorial, name the workflow ‘How to Add IndiaMART Leads and Inquiries to Google Sheets for Insurance and Investment Service’. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• This will open the workflow window where you will set up triggers and actions.

In this window, you will define the trigger for your automation. Triggers are events that start the workflow. In this case, you will select IndiaMART as your trigger application to capture leads automatically.

3. Setting Up the Trigger for IndiaMART

To set up the trigger, search for ‘IndiaMART’ in the trigger application list and select it. You will then choose a trigger event; for this integration, select ‘New Lead’. This event will initiate the workflow whenever a new lead is captured. using Pabbly Connect

Upon selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL, as it will be needed to connect your IndiaMART account with Pabbly Connect.

• Log in to your IndiaMART account and navigate to the Lead Manager section.
• Choose ‘Import/Export Leads’ from the three-dot menu and select ‘I am Lead Push API’.
• Set the source as ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied Webhook URL and save the details.

Finally, generate an OTP to confirm the connection. This step ensures that your IndiaMART account is securely linked to your Pabbly Connect workflow.

4. Adding Google Sheets as an Action in Pabbly Connect

Once the trigger is set up and verified, the next step is to add Google Sheets as the action application. Search for ‘Google Sheets’ in the action application list and select it. For the action event, choose ‘Add New Row’. using Pabbly Connect

Click on ‘Connect’ and either select an existing connection or create a new one by signing in with your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

Select the spreadsheet where you want to add the lead details. Map the fields from the IndiaMART lead data to the corresponding columns in Google Sheets. Ensure that you map fields like Name, Phone, Address, and Query Message correctly.

After mapping, send a test request to confirm that the integration works smoothly. If successful, the lead details will appear in your Google Sheets in real-time.

5. Conclusion: Automating Lead Management with Pabbly Connect

In conclusion, integrating IndiaMART leads into Google Sheets using Pabbly Connect simplifies the management of inquiries for insurance and investment services. This automation eliminates manual data entry, allowing you to focus on following up with potential clients.

By following the steps outlined in this tutorial, you can easily set up a seamless workflow that captures leads from IndiaMART and adds them to your Google Sheets automatically. This ensures that your lead database is always up-to-date and organized.

With Pabbly Connect, you can integrate various applications, enhancing your business’s efficiency and effectiveness in managing leads. Start automating your processes today and experience the benefits of streamlined operations!