Integrating Trade India Leads to Google Sheets Using Pabbly Connect

Learn how to automate the process of adding new leads from Trade India to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Trade India with Google Sheets, you need to access Pabbly Connect. Open your browser and go to Pabbly.com/connect. You will find options to sign in or sign up for a free account.

If you’re new, click on ‘Sign Up Free’ to create an account in just two minutes. Existing users can click on ‘Sign In’ to access their accounts. After signing in, navigate to the all apps page and click on ‘Access Now’ under Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the ‘Create Workflow’ button to set up your automation. Name your workflow, for example, ‘Trade India to Google Sheets’ and choose a folder for it.

• Click on ‘Create’ to open your workflow.
• You will see two windows: the trigger and the action window.

In the trigger window, you will set up Trade India to send lead information to Pabbly Connect. This is crucial for the automation to work seamlessly.

3. Setting Up Trigger for Trade India

In the trigger window, search for and select Trade India as your app. Choose ‘Capture Leads’ as the trigger event. Click on ‘Connect’ and select ‘Add New Connection’ to link your Trade India account with Pabbly Connect.

To connect, you will need to enter your User ID, Profile ID, and Key from your Trade India account. You can find these details by navigating to ‘Inquiries and Contacts’ in your Trade India account, then selecting ‘My Inquiry API’. Copy and paste these details into the connection window in Pabbly Connect.

4. Adding Action to Google Sheets in Pabbly Connect

After setting up the trigger, scroll down to the action step. Search for Google Sheets and select it. Choose ‘Add New Row’ as the action event, then click ‘Connect’ to link your Google Sheets account with Pabbly Connect.

• Click on ‘Sign In with Google’ to connect your Google Sheets account.
• Select your Google account and click ‘Continue’ to finalize the connection.

Once connected, select the spreadsheet where you want to add the lead details. Map the fields from Trade India to the corresponding columns in Google Sheets. This ensures that each lead’s information is accurately recorded.

5. Testing and Verifying the Integration

After mapping all necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test lead from Trade India to your Google Sheets to verify the integration works correctly.

Check your Google Sheets to confirm that a new row has been added with the lead details. You should see all mapped data, including lead ID, name, mobile number, and inquiry details. This indicates that your automation is functioning as intended.

Conclusion

By following this tutorial, you have successfully integrated Trade India with Google Sheets using Pabbly Connect. This automation saves time and ensures that all new leads are recorded promptly for effective tracking.