Send Product Catalogue to IndiaMART Leads via Gmail Using Pabbly Connect

Learn how to seamlessly send product catalogs to IndiaMART leads via Gmail using Pabbly Connect. Follow this detailed step-by-step guide for automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send product catalogs to IndiaMART leads via Gmail, you need to first access Pabbly Connect. Start by visiting the Pabbly Connect landing page. If you are a new user, you can sign up for free and receive 100 tasks monthly. Existing users can click on the sign-in option.

Once logged in, you will see various Pabbly applications. Click on the option to access Pabbly Connect. After reaching your dashboard, you can begin setting up your workflow for integrating IndiaMART and Gmail.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate sending product catalogs. Click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and choose a folder for it. Name it ‘Send Product Catalogs to IndiaMART Leads via Gmail’ and save it in the automations folder.

• Click on ‘Create’ to proceed to the workflow window.
• Here, you will set the trigger and action for the workflow.

In the workflow window, select IndiaMART as the trigger application and choose ‘New Leads’ as the trigger event. This setup is crucial as it allows Pabbly Connect to initiate the workflow when a new lead is captured in your IndiaMART account.

3. Connecting IndiaMART to Pabbly Connect

To connect your IndiaMART account, click on ‘Add New Connection’. You will need to copy the CRM key from your IndiaMART account. Navigate to the settings in your IndiaMART account, go to account settings, and find the CRM API section.

Once you have copied your API key, paste it into your Pabbly Connect workflow and click on ‘Save’. After successfully connecting, you can send a test request to ensure that Pabbly Connect captures the latest lead from IndiaMART.

4. Setting Up Gmail in Pabbly Connect

Next, configure Gmail as the action application in your workflow. Search for Gmail and select it. Choose ‘Send Email’ as the action event. You will then connect your Gmail account to Pabbly Connect by adding a new connection.

• Select your Gmail account and click on allow to grant permissions.
• Map the recipient’s email address to ensure it is dynamically pulled from the previous step.

Fill in the sender’s name, email subject, and content. Personalize the email by mapping the lead’s name. Lastly, attach the product catalog PDF by pasting its URL in the attachment section. This setup ensures that each lead receives a tailored email with the product catalog attached.

5. Testing the Workflow

After setting up the Gmail action, click on ‘Save and Send Test Request’ to verify the workflow. If successful, you will receive a confirmation showing that the email has been sent. Check your Gmail account to confirm that the email appears with the subject ‘Product Catalog’ and includes the PDF attachment.

This step is crucial as it demonstrates that the integration between IndiaMART and Gmail through Pabbly Connect works flawlessly. You can summarize the workflow to ensure all details are correctly configured for future use.

Conclusion

In this tutorial, we explored how to send product catalogs to IndiaMART leads via Gmail using Pabbly Connect. By following these steps, you can automate your lead communication efficiently, ensuring timely responses with the necessary information.