Integrating URL with Herbal Products Using Pabbly Connect

Learn how to automate adding leads from URL to Google Sheets for Herbal products using Pabbly Connect. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Overview of URL and Herbal Integration

The integration of URL with Herbal products is crucial for managing leads efficiently. By automating the process, you can easily add inquiries from IND M to Google Sheets, ensuring all data is organized in one place. This helps in tracking leads without manual effort.

Using Pabbly Connect, you can connect your IND M seller account with Google Sheets seamlessly. This automation allows you to receive leads directly into a designated Google Sheets row, making it easier to analyze and follow up on inquiries.

2. Setting Up Pabbly Connect for Automation

To set up the integration, first access Pabbly Connect and create a new workflow. Start by naming your workflow, such as ‘Add IND M Leads to Google Sheets for Herbal Products.’ Then select the appropriate folder for your automation.

• Click on the ‘Create Workflow’ button.
• Name your workflow for easy identification.
• Select the folder where you want to save this workflow.

After setting up the workflow, you will need to configure a trigger. Choose IND M as your trigger application and select the event ‘New Leads’. This will ensure that every time a new lead is generated, it triggers the workflow.

3. Connecting IND M to Pabbly Connect

Connecting your IND M account to Pabbly Connect is essential for capturing lead data. In your IND M seller account, navigate to the ‘Lead Manager’ section and select ‘Import/Export Leads.’ From there, choose the ‘Push API’ option to set up the connection.

Enter the required details such as the CRM platform name, which should be ‘Pabbly Connect,’ and paste the webhook listener URL provided by Pabbly. After saving the details, you will be prompted to generate an OTP, which you need to verify to complete the connection.

• Select ‘Other’ as the source for API integration.
• Paste the webhook listener URL into the designated field.
• Click on ‘Save Details’ and generate the OTP for verification.

Once the connection is established, Pabbly Connect will be ready to receive data from IND M whenever a new lead is generated. This step is crucial for automating the lead management process.

4. Adding Leads to Google Sheets

After successfully connecting IND M with Pabbly Connect, the next step is to add the leads to Google Sheets. Choose Google Sheets as your action application within Pabbly Connect and select the action event ‘Add a New Row.’ This allows the integration to automatically add new lead details into your specified Google Sheets.

To connect Google Sheets, click on ‘Sign in with Google’ and select the appropriate account. Ensure you grant necessary permissions for Pabbly to access your Google Sheets. Once connected, select the spreadsheet where you want to store the leads.

Choose the spreadsheet named ‘IND M Leads’ for lead storage. Map the fields such as name, email, phone number, and inquiry from the lead data. Test the integration to ensure data is being captured correctly.

Once the mapping is done, every new lead from IND M will automatically populate in your Google Sheets, allowing for efficient tracking and management of inquiries.

5. Conclusion

Integrating URL with Herbal products using Pabbly Connect streamlines the lead management process significantly. By automating the addition of leads from IND M to Google Sheets, you can save time and enhance your business operations. This setup not only organizes lead data but also facilitates quick follow-ups and better team collaboration.

In conclusion, utilizing Pabbly Connect for automating lead entries can greatly improve your efficiency and ensure no potential customer is overlooked. Start leveraging this automation today for your herbal product inquiries!