Learn how to integrate Trigger with Engineering Solutions and automate inquiries in Google Sheets using P Connect. Follow this detailed tutorial for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger Integration with P Connect

To start automating inquiries through Trigger, the first step is setting up the integration with P Connect. This integration allows you to connect Trigger with Engineering Solutions seamlessly. Begin by visiting the P Connect website and signing in or creating a new account. using Pabbly Connect

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the process. Here, you will name your workflow to reflect its purpose, such as ‘Integrating Trigger with Engineering Solutions for Inquiry Management.’ Select the appropriate folder for your workflow, ensuring it is organized for easy access.

2. Connecting Trigger to India Mart for New Leads

The next step is to establish the connection between Trigger and India Mart. In your P Connect workflow, search for the Trigger application and select it. For the trigger event, choose ‘New Leads’ to ensure that every new inquiry is captured automatically. using Pabbly Connect

  • Select the Trigger application.
  • Choose ‘New Leads’ as the trigger event.
  • Copy the webhook URL provided for connecting to India Mart.

After copying the webhook URL, log into your India Mart account. Navigate to the Lead Manager and select the option to use Push API for integration. Fill in the required fields, including the platform name as ‘P Connect,’ and paste the copied webhook URL to establish the connection.

3. Configuring Google Sheets Integration for Inquiry Tracking

After successfully connecting Trigger with India Mart, the next step is to configure Google Sheets for tracking inquiries. In your P Connect workflow, search for Google Sheets and select it as the action application. This will allow you to store all inquiry details efficiently. using Pabbly Connect

For the action event, select ‘Add New Row’ to ensure that each new inquiry is recorded in your Google Sheets. You will need to connect your Google Sheets account to P Connect by clicking on ‘Add New Connection’ and signing in with your Google account.

  • Select Google Sheets as the action application.
  • Choose ‘Add New Row’ as the action event.
  • Connect your Google Sheets account.

Once connected, select the specific spreadsheet where you want to store your inquiries. Ensure that the columns in your spreadsheet match the data fields from India Mart, such as sender name, email, and inquiry message.

4. Mapping Inquiry Details from India Mart to Google Sheets

With the Google Sheets integration configured, the next step is to map the inquiry details from India Mart to your spreadsheet. This involves linking the fields from the inquiry responses to the corresponding columns in your Google Sheets. using Pabbly Connect

In your P Connect workflow, you will see options to map various fields like sender name, email address, and inquiry message. Click on each field to select the corresponding response from India Mart, ensuring that all essential details are captured accurately.

Once you have mapped all the necessary fields, click on ‘Save and Send Test’ to verify that the integration works correctly. This will send a test inquiry from India Mart to Google Sheets, allowing you to check if the data is recorded properly.

5. Testing and Finalizing the Integration Workflow

After mapping the inquiry details, it’s crucial to test the integration to ensure everything functions as expected. Generate a test inquiry through India Mart to trigger the workflow. This will help confirm that inquiries are being recorded in Google Sheets accurately. using Pabbly Connect

Once the test inquiry has been generated, return to P Connect to see if the response has been received. If successful, you should see the inquiry details reflected in your Google Sheets, confirming that the integration is working seamlessly.

Finally, save your workflow in P Connect and monitor it for any future inquiries. This automation will save time and streamline the inquiry management process for your Engineering Solutions business.

Conclusion

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

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In conclusion, integrating Trigger with Engineering Solutions using P Connect allows for efficient management of inquiries through automation. By following these steps, you can ensure that every new lead is captured and organized in Google Sheets, enhancing your workflow and improving lead management.