Learn how to automate the integration of Trigger and Engineering inquiries into Google Sheets using P Connect for efficient lead management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Automating Inquiries with Trigger and Engineering

Trigger is a powerful tool for managing inquiries in the Engineering sector. In this tutorial, we will explore how to automate the process of capturing inquiries from India Mart and adding them to Google Sheets. This integration will streamline the management of leads for businesses focused on Engineering and Machinery.

With the integration of P Connect Now, you can effectively record inquiries without manual entry. This automation allows businesses to focus on follow-ups and customer interactions rather than data entry, significantly enhancing productivity.

2. Setting Up P Connect for Automation

To set up this automation, we need to access P Connect Now. First, open your browser and search for P Connect. Once on the landing page, you can either sign in or create a new account. Creating an account is quick and provides 100 free tasks each month.

  • Click on the ‘Create Workflow’ button.
  • Name your workflow based on your objective.
  • Select the folder for saving your workflow.

After creating the workflow, the next step is to set up the trigger event. Here, you will select India Mart as your trigger application and choose ‘New Leads’ as the trigger event. This will ensure that every new inquiry from India Mart is captured automatically.

3. Connecting India Mart with P Connect

To connect India Mart with P Connect Now, you need to use the webhook URL provided in the setup. This URL acts as a bridge between the two applications. Go to your India Mart account and navigate to the Lead Manager section.

In the Lead Manager, select the import/export leads option and choose push API. Here, you will fill in the webhook listener details:

  • Enter ‘P Connect’ as your CRM platform name.
  • Paste the webhook URL you copied from P Connect.
  • Generate an OTP to complete the connection.

Once these steps are completed, you can successfully integrate India Mart with P Connect. This setup will allow inquiries to flow directly into P Connect whenever they are submitted through India Mart.

4. Adding Inquiries to Google Sheets

After establishing the connection, the next step is to set up the action that will send inquiry details to Google Sheets. For this, select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

Connect Google Sheets with P Connect Now by signing in with your Google account. Once connected, select the spreadsheet where you want to save the inquiry details. This will be the Google Sheet designated for India Mart inquiries.

Map the sender’s name from the inquiry response to the corresponding field in Google Sheets. Map the email address, phone number, and inquiry message as well. Ensure all relevant fields are mapped correctly for accurate record-keeping.

Once you have completed the mapping, save your workflow and send a test inquiry to verify that the data flows correctly into Google Sheets. This step is crucial for ensuring that your automation works as intended.

5. Verifying the Integration and Conclusion

To verify that the integration works, generate a test inquiry through India Mart. This will allow you to see if the inquiry details are captured in Google Sheets as expected. Check the spreadsheet to confirm that all fields are populated correctly.

If the details appear in your Google Sheets, the integration between India Mart, P Connect Now, and Google Sheets is successful. This automation will now work in real-time, capturing every new inquiry automatically.

In conclusion, integrating Trigger with Engineering inquiries into Google Sheets streamlines lead management. By following the steps outlined in this tutorial, businesses can automate their inquiry capturing process, saving time and improving efficiency in handling leads.

Conclusion

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

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