Integrating Trigger with India M Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Trigger with India M Using Pabbly Connect to automate lead management in Microsoft Excel. Follow our detailed tutorial for effective automation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with India M

To set up the integration, we first need to establish a connection with Trigger as our primary application. This is crucial to ensure that every new lead generated through India M is captured accurately. The process begins by logging into your P Connect account where you will create a new workflow.

After logging in, click on the ‘Create Workflow’ button. You will name your workflow based on its objective, such as ‘Add India M Leads to Microsoft Excel Automatically’. Select the appropriate folder for your workflow and proceed to set up the trigger event.

2. Connecting India M with P Connect

Next, we will connect India M as the trigger application in our workflow. To do this, search for India M and select it as your trigger application. The trigger event will be set to ‘New Leads’, which indicates that any new lead generated will initiate the workflow.

• Select the option for New Leads as your trigger event.
• Copy the provided VAB URL, which will serve as a bridge between India M and P Connect.
• Navigate to your India M account and access the Lead Manager section.

In the Lead Manager, click on the three-dot button to access the ‘Import/Export Leads’ option. Here, you will select the ‘Push API’ option to create a new integration. Enter the necessary details, including your CRM platform name as P Connect and paste the VAB URL you copied earlier.

3. Testing the Integration with Test Data

Once you have set up the connection, it’s essential to test the integration to ensure everything is functioning correctly. To do this, generate a test lead in your India M account. This will send a test data response to P Connect, allowing you to verify the workflow. using Pabbly Connect

Click on the ‘Test Your Webhook Listener’ button in P Connect to initiate the test. After sending the test data, you should receive a response that includes all details of the test lead, confirming that the integration is working as expected.

• Check the response in P Connect to ensure all lead details are captured.
• Verify that the test lead data matches what you entered in India M.

Upon successful verification, you can proceed to set up the action that will add these lead details to your Microsoft Excel sheet.

4. Adding Leads to Microsoft Excel Automatically

To finalize the workflow, we need to set up the action step where the lead details will be added to Microsoft Excel. Search for Microsoft Excel within P Connect and select it as your action application. The action event will be set to ‘Add Row to Worksheet’.

Connect your Microsoft Excel account to P Connect by clicking on ‘Add New Connection’ and granting the necessary permissions. Once connected, select the specific workbook where you want to store the lead details.

Choose the workbook that contains your lead data columns. Map the lead details from India M to the corresponding columns in Excel.

After mapping the necessary fields such as lead name, email address, and state, click on ‘Save and Send Test Request’ to ensure that the data is being correctly added to your Excel sheet.

5. Conclusion

In conclusion, automating the integration of Trigger with India M using P Connect allows you to manage leads efficiently. By following the steps outlined, you can ensure that every new lead is automatically captured in your Microsoft Excel database, streamlining your sales process.

This setup not only saves time but also reduces manual errors, allowing your sales team to focus on converting leads into customers. Implement this automation for a more effective lead management system.