Notify Team via Gmail for New IndiaMart Leads Using Pabbly Connect

Learn how to notify your team via Gmail for new IndiaMart leads using Pabbly Connect with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To notify your team via Gmail for new IndiaMart leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page in your browser. If you’re a new user, click on ‘Sign Up for Free’ to create an account and enjoy 100 tasks free every month. Existing users can simply click on ‘Sign In’ to access their dashboard.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin your automation process. This integration will link your IndiaMart account with Gmail, allowing you to send notifications to your team whenever a new lead is received.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, it’s time to create your workflow. Click on the button labeled ‘Create Workflow’. You will be prompted to select a folder for saving your workflow and to name it. Choose the folder named ‘Automations’ and name your workflow something like ‘Send Email Notifications for New IndiaMart Leads’.

Once you have named your workflow, click on ‘Create’. This opens the workflow window where you will set up the trigger and action. The trigger signifies when an event occurs, while the action defines what happens as a result. For this integration, select IndiaMart as the trigger application and choose ‘New Leads’ as your trigger event.

Connecting IndiaMart to Pabbly Connect

To connect your IndiaMart account to Pabbly Connect, you’ll need to enter your CRM API key. Navigate to your IndiaMart account settings, and under ‘Account Settings’, find ‘CRM API’. Copy your API key and paste it into the designated field in Pabbly Connect. Click on ‘Save’ to establish the connection.

• Navigate to your IndiaMart account settings.
• Copy the CRM API key from the ‘CRM API’ section.
• Paste the key into Pabbly Connect and click ‘Save’.

After saving, click on ‘Refresh Fields’ and then ‘Save and Send Test Request’. You will see a response indicating that the trigger step was successful, capturing essential lead details such as query ID, sender name, and product name.

Setting Up Gmail Action in Pabbly Connect

With your IndiaMart account connected, the next step is to set up the action in Pabbly Connect using Gmail. Select Gmail as your action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ to establish this connection.

If you have previously connected Gmail to Pabbly Connect, you can select the existing connection. Otherwise, click on ‘Add a New Connection’ and authorize Pabbly Connect to access your Gmail account. Once connected, you will need to specify the recipient’s email address, which should be a constant address for your team.

• Enter the recipient email address for your team.
• Fill in the sender’s name, email subject, and content.
• Map the dynamic fields from the trigger response to personalize the email content.

After configuring the email details, click on ‘Save and Send Test Request’. You should receive a confirmation that the email has been sent successfully, indicating that your automation is working correctly.

Finalizing and Testing the Integration

To finalize the integration, review the workflow steps in Pabbly Connect. You have set IndiaMart as the trigger for new leads and Gmail to send notification emails. Ensure all fields are correctly mapped and configured before testing the integration.

Click on ‘Save and Send Test Request’ one last time to verify the entire process. Check your Gmail account to confirm that the email notification has been received with the correct details from the new lead. This indicates that your workflow is fully operational and successfully integrated.

Remember, IndiaMart checks for new leads every 24 hours, so your setup will run on a polling basis. If you need more immediate updates, consider reaching out through the Pabbly forum for further assistance.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to notify your team via Gmail for new IndiaMart leads. By following these steps, you can automate your lead notifications efficiently and keep your team informed in real-time.