Notify Team via Gmail for New IndiaMart Leads Using Pabbly Connect

Learn how to integrate IndiaMart with Gmail using Pabbly Connect to automatically notify your team about new leads. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To notify your team via Gmail for New IndiaMart leads, you first need to access Pabbly Connect. Start by opening your browser and searching for Pabbly Connect. Once on the landing page, you have two options: sign up for free or sign in if you’re an existing user.

If you’re new, click on ‘Sign up for free’ to get started. Existing users should click ‘Sign in’ to access their dashboard. After signing in, navigate to the Pabbly Connect app to create the integration workflow between IndiaMart and Gmail.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the button labeled ‘Create Workflow’. You will be prompted to select a folder to save your workflow and to name it. For this integration, name your workflow something descriptive, like ‘Notify Team for New IndiaMart Leads’.

• Select the folder labeled ‘Automations’.
• Click on ‘Create’ to proceed.

Once you create the workflow, you will see the main workflow window. This is where you will set up your trigger and action. Remember, the trigger indicates what starts the workflow, and the action is what happens as a result.

3. Setting Up the Trigger with IndiaMart

The next step is to set the trigger application in Pabbly Connect. Choose IndiaMart as your trigger app and select the event as ‘New Leads’. This means that every time a new lead is generated in IndiaMart, it will trigger the workflow.

To connect your IndiaMart account, you will need to provide your CRM API key. Navigate to your IndiaMart account settings, find the API section, and copy your CRM key. Paste this key into the Pabbly Connect workflow and click ‘Save’.

• Click on ‘Refresh Fields’ to ensure the connection is successful.
• Click on ‘Save and Send Test Request’ to test the trigger.

Once the test is successful, you will see a response containing the details of the new lead, confirming that your trigger is set up correctly.

4. Setting Up the Action with Gmail

Now, it’s time to set the action in Pabbly Connect. Select Gmail as your action application and choose ‘Send Email’ as the action event. This means that every time a new lead is captured, an email will be sent to your team.

Next, you will need to connect your Gmail account. Click on ‘Add a New Connection’, select your Gmail account, and allow the necessary permissions. After connecting, you will need to fill in the recipient’s email address, which should be a constant address like ‘[email protected]’.

Enter the sender’s name as ‘Pabbly Connect’. Set the email subject to ‘New Lead Alert from IndiaMart’. Draft the email content to include dynamic fields from the trigger.

Once you have entered all the details, click on ‘Save and Send Test Request’ to send a test email. If successful, you will receive a confirmation that the email has been sent.

5. Testing the Integration Workflow

After setting up both the trigger and action in Pabbly Connect, it is essential to test the entire workflow to ensure everything is functioning correctly. Check your Gmail to verify that the test email was received, confirming that the integration is working as intended.

Once you receive the email, review its contents to ensure all dynamic fields are populated correctly with the new lead’s information. This includes the sender’s name, company, product name, and message.

Confirm the email details match the expected output. If everything looks good, your integration is complete!

Remember that IndiaMart checks for new leads every 24 hours, so your workflow will run based on this polling schedule.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to notify your team via Gmail for New IndiaMart leads. By following the steps outlined, you can automate your lead notification process efficiently. This integration allows for seamless communication and ensures your team is always updated with the latest leads.