Integrating IndiaMART Leads with Google Sheets Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Google Sheets using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the process of adding leads from IndiaMART to Google Sheets, first access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will see the dashboard of Pabbly Connect. Click on the ‘Access Now’ button under Pabbly Connect to enter the integration setup area. Here, you will create a new workflow to facilitate the automation process.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for the automation process. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name the workflow as ‘IndiaMART Leads to Google Sheets’.
• Select a folder, such as ‘IndiaMART Automations’.

After filling in the details, click the ‘Create’ button. You will now see two windows labeled ‘Trigger’ and ‘Action’. The trigger is what initiates the automation, while the action is what happens in response to that trigger.

3. Setting Up the Trigger with IndiaMART

The first step in your workflow involves setting the trigger application. Choose ‘IndiaMART’ as the trigger application and select the event as ‘New Leads’. This means that every time a new lead is generated in your IndiaMART account, it will trigger the automation.

Once you select the trigger, Pabbly Connect provides you with a unique webhook URL. This URL is crucial for connecting IndiaMART to your workflow. Copy this URL and log into your IndiaMART account.

• Navigate to the Lead Manager in IndiaMART.
• Select ‘Import/Export Leads’ and then choose ‘Push API’.
• Paste the copied webhook URL as the platform name and click ‘Save’.

After saving, return to Pabbly Connect and wait for a webhook response to confirm the connection.

4. Generating a Test Lead in IndiaMART

To ensure that the connection between IndiaMART and Pabbly Connect is successful, generate a test lead. Log into your IndiaMART account and create a dummy product. Click on the ‘Contact Supplier’ button and fill in the required details.

After entering the details, submit the test lead. Once the test lead is generated, return to Pabbly Connect to check if the webhook response has captured the lead details.

If successful, you will see the lead information, including the unique query ID, name, email, phone number, and other details captured in the trigger section. This confirms that the integration is working correctly.

5. Adding Lead Details to Google Sheets

With the trigger successfully set up, the next step involves setting the action application. Choose ‘Google Sheets’ and select the action event as ‘Add New Row’. This will allow you to create a new record in Google Sheets every time a lead is generated. using Pabbly Connect

Click on the ‘Connect’ button and either create a new connection or select an existing one. Once authorized, select the specific spreadsheet where you want to save the lead details. Map the data fields from the trigger to the corresponding columns in your Google Sheets.

Map the unique query ID, name, email, phone number, and other relevant fields. Ensure that the data is dynamically mapped for future leads.

After mapping all required fields, click on the ‘Save and Test Request’ button. Check your Google Sheets to confirm that the lead details have been successfully added. This completes the integration process, allowing you to automate lead management efficiently.

Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART leads into Google Sheets using Pabbly Connect. This automation streamlines the lead management process, ensuring that you can efficiently track inquiries from potential clients. By following these steps, you can enhance your business operations and improve client communication.