Send Product Catalogue to IndiaMART Leads via Gmail Using Pabbly Connect

Learn how to send product catalogues to IndiaMART leads via Gmail using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send product catalogues to IndiaMART leads via Gmail, we will use Pabbly Connect. First, visit the Pabbly Connect landing page by searching for it in your browser. If you are a new user, you can sign up for free, receiving 100 tasks monthly.

Once logged in, you will see various Pabbly applications. Click on the option for Pabbly Connect to start the integration process. This platform allows you to create workflows connecting different applications seamlessly, specifically IndiaMART and Gmail in this case.

2. Creating the Workflow in Pabbly Connect

To create the workflow, click on the button labeled ‘Create Workflow’ in the Pabbly Connect dashboard. You will be prompted to name your workflow and select a folder. Name it ‘Send Product Catalogues to IndiaMART Leads via Gmail’ and save it in the automations folder.

• Click on ‘Create’ to open the workflow window.
• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.

This setup allows Pabbly Connect to capture new leads as they come in, which is essential for automating the email process.

3. Connecting IndiaMART to Pabbly Connect

Next, you need to connect your IndiaMART account. Click on ‘Connect’ and select ‘Add a New Connection’. You will be asked for the CRM key from your IndiaMART account. To find this, navigate to your IndiaMART settings, then to account settings, and finally to CRM API.

• Copy your CRM API key from IndiaMART.
• Paste it into the Pabbly Connect workflow.
• Click ‘Save’ and then ‘Send Test Request’ to verify the connection.

Once the test is successful, Pabbly Connect will capture the latest lead data, and you can proceed to set up the action step.

4. Setting Up the Gmail Action in Pabbly Connect

For the action application, select Gmail from the list in Pabbly Connect. Choose ‘Send Email’ as the action event. Click on ‘Connect’ and either select an existing connection or add a new one by logging into your Gmail account.

Once connected, you will need to fill in the email details:

Map the recipient’s email address from the lead data. Set the sender’s name and email subject. Insert the email content, including a personalized greeting.

Finally, add the product catalogue PDF URL as an attachment. After filling in all details, click ‘Save and Send Test Request’ to check if the email is sent successfully through Pabbly Connect.

5. Verifying Email Delivery to Leads

After sending the test request, check your Gmail account to verify that the email was received. The subject should read ‘Product Catalog’, and the email will contain the personalized message along with the attached product catalogue PDF.

If everything is set up correctly, you will see the email in your inbox, confirming that Pabbly Connect has successfully automated the process of sending product catalogues to new leads from IndiaMART via Gmail.

Conclusion

This tutorial demonstrated how to send product catalogues to IndiaMART leads via Gmail using Pabbly Connect. By following the specific steps outlined, you can automate your lead responses efficiently and enhance your customer engagement.