Integrating URL with PAB and Google Sheets for Industrial Equipment Leads

Learn how to automate lead management by integrating URL, PAB, Google Sheets, and more for your industrial equipment business. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Introduction to URL and PAB Integration

The integration of URL with PAB is essential for automating lead management in the industrial machinery sector. By leveraging these tools, businesses can streamline their processes and enhance productivity. This tutorial will guide you through the steps needed to connect URL, PAB, and Google Sheets effectively.

In this integration, the primary objective is to ensure that every new lead from India Mar is automatically recorded in Google Sheets. This eliminates the need for manual data entry, allowing your team to focus on converting leads into customers.

2. Setting Up PAB for Automation

To start the automation process, access the PAB homepage by entering the URL in your browser. Once there, you can either sign in or create a new account if you’re a first-time user. Existing users should click on the sign-in button to log into their accounts.

After signing in, navigate to the dashboard where you can create a new workflow. Follow these steps:

• Click on the ‘Create Workflow’ option.
• Name your workflow, for example, ‘Add Industrial Machinery Leads to Google Sheets.’
• Select the appropriate folder for your workflow.

Once you’ve set up the workflow, you will see two main windows: Trigger and Action. This is where you’ll define how your automation will function.

3. Defining Trigger and Action for Leads

In this section, you will define the trigger and action for your workflow. The trigger will be set to India Mt to capture new leads. Choose the trigger event as ‘New Leads’ to ensure that each new inquiry activates the workflow.

Next, you need to set up the action, which will be Google Sheets. To do this, follow these steps:

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

After establishing the connection, you will map the data fields from the India Mar lead to the corresponding fields in Google Sheets.

4. Configuring URL and Webhook for Data Transfer

The next step involves configuring the webhook URL between PAB and India Martin. This URL acts as a bridge for transferring lead data. Copy the webhook URL provided in PAB and proceed to the India Mar account.

Once logged into India Mar, navigate to the Lead Manager section and select the Push API option. Here, you will enter the webhook URL you copied earlier:

Select ‘Other’ as the source for receiving leads. Paste the webhook URL in the designated field. Save the details to activate the webhook.

Once the webhook is activated, you will be able to receive lead data in PAB automatically.

5. Testing the Integration and Finalizing

After setting up the webhook, it’s crucial to test the integration to ensure everything functions correctly. Create a test lead in India Mt by submitting a query. This will trigger the webhook and send the data to PAB.

Check your Google Sheets to confirm that the new lead information has been recorded. You should see the name, email, phone number, and query details populated in the spreadsheet:

Verify that the lead status shows ‘Success.’ Ensure all details match the submitted query. If everything is correct, your integration is successful.

With this setup, every new lead from India Mar will automatically populate in Google Sheets, streamlining your lead management process.

Conclusion

This tutorial has outlined the step-by-step process for integrating URL, PAB, and Google Sheets to automate lead management for industrial equipment. By following these steps, you can efficiently manage inquiries and enhance your business operations.