Integrating Lead Management with URL and Google Sheets: A Step-by-Step Guide

Learn how to integrate Lead management with URL and Google Sheets for your machinery and industrial supplies business using Pabbly Connect. Follow this detailed tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

1. Lead Integration with URL for Machinery and Industrial Supplies

Lead integration is crucial for managing inquiries in the machinery and industrial supplies sector. This process allows inquiries from your India M account to automatically populate into Google Sheets, streamlining your lead management process. using Pabbly Connect

To begin, you will need to access your Pabbly Connect account. If you don’t have one, you can sign up for free. Once logged in, you will navigate to the Pabbly Connect dashboard to create a new workflow.

2. Creating Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Start by clicking on the ‘Create Workflow’ button. You will need to name your workflow, for instance, ‘ADD Industrial Supplies and Machinery Business India M Queries to Google Sheets’. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• Select ‘Indiamart’ as your trigger application.
• Choose ‘New Leads’ as the trigger event.

Once you select the trigger event, Pabbly Connect will generate a webhook URL. This URL is essential for connecting your Indiamart account to the Pabbly workflow.

3. Setting Up Indiamart for Lead Management

To set up Indiamart, log into your Indiamart account and navigate to the Lead Manager section. Here, you will find the option to import or export leads. using Pabbly Connect

Follow these steps to connect:

• Access the three dots menu in the Lead Manager and select ‘Push API’.
• Choose ‘Other’ for the source and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL you copied earlier.

After saving the details, you will need to generate an OTP to finalize the connection. Once you enter the OTP, your Indiamart account will be successfully linked to Pabbly Connect.

4. Integrating Google Sheets with Pabbly Connect

Next, you will set up Google Sheets as your action application. This allows new leads to be automatically added to your Google Sheets as they come in. using Pabbly Connect

To do this, select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as the action event. You will need to connect your Google account by signing in and granting necessary permissions.

Select your spreadsheet named ‘New Leads and Inquiries’. Map the fields such as name, email, phone number, and inquiry message from the Indiamart trigger response. Click ‘Save and Send Test Request’ to check if the data is being added correctly.

Upon successful mapping, the details from new inquiries will populate your Google Sheets automatically, ensuring no lead is missed.

5. Summary of the Lead Management Workflow

This workflow integrates Lead management with URL and Google Sheets, transforming how inquiries are tracked in the machinery and industrial supplies business. By automating the process, you save valuable time and ensure that no inquiries are overlooked. using Pabbly Connect

To summarize, you set up Indiamart as the trigger application for new leads, and Google Sheets as the action application to record these leads. This integration allows for real-time updates, making your sales process more efficient.

With Pabbly Connect, you can easily manage and automate your lead management tasks, ensuring you can focus on growing your business without worrying about manual data entry.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Lead management with URL and Google Sheets provides a streamlined approach to handling inquiries in the machinery and industrial supplies sector. By following this guide, you can automate your workflow, improve lead tracking, and enhance overall business efficiency.