Learn how to automate the process of adding Indiamart leads to Google Sheets using Pabbly Connect in this detailed tutorial. 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 start integrating Indiamart leads into Google Sheets, first access Pabbly Connect. This platform enables seamless automation between applications. Begin by signing into your Pabbly Connect account or create a new account if you’re a first-time user.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for adding Indiamart leads to Google Sheets. This step is crucial for automating the lead management process.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.
- Name your workflow something descriptive, like ‘Add Indiamart Leads to Google Sheets’.
- Select a folder where you want to save this workflow.
After naming the workflow and selecting the folder, click the ‘Create’ button. This action sets up the initial framework for your integration process.
3. Setting Up the Trigger in Pabbly Connect
Next, set up the trigger in Pabbly Connect. The trigger will be Indiamart, specifically the event ‘New Leads’. This means that whenever a new lead is generated in your Indiamart account, Pabbly Connect will capture this event.
To configure this, select Indiamart as your trigger application. Pabbly Connect will provide a webhook URL, which you need to copy. This URL is essential for connecting Indiamart to Pabbly Connect.
- Log into your Indiamart account and navigate to the Lead Manager.
- Go to Import and Export Leads, then select the Push API section.
- Paste the webhook URL from Pabbly Connect into the appropriate field.
After saving these details, your Indiamart account will be connected to Pabbly Connect, allowing it to receive new lead data automatically.
4. Testing the Connection Between Indiamart and Pabbly Connect
Now it’s time to test the connection established by Pabbly Connect. Generate a test lead in your Indiamart account to check if Pabbly Connect captures the lead details correctly. This is a crucial step to ensure that your integration is functioning as expected.
After creating a test lead, return to your Pabbly Connect workflow. You should see a notification indicating that a webhook response has been received. This confirms that your connection is active and working properly.
Verify the details captured by Pabbly Connect, such as the lead’s name, email, phone number, and inquiry message. This data will be used to create a record in Google Sheets.
5. Adding the Lead to Google Sheets Using Pabbly Connect
In this final step, configure the action in Pabbly Connect to add the captured lead details into Google Sheets. Select Google Sheets as your action application and choose the event ‘Add New Row’. This action will create a new entry in your designated Google Sheets document.
Connect your Google Sheets account to Pabbly Connect by signing in and granting necessary permissions. After successful authorization, select the specific spreadsheet and sheet where you want to add the lead details.
Map the fields from the Indiamart lead response to the corresponding columns in Google Sheets. Ensure all required fields such as name, email, phone number, and message are accurately mapped.
Once all fields are mapped, click on the ‘Save and Send Test Request’ button. Check your Google Sheets to confirm that the lead details have been successfully added. This completes the integration process using Pabbly Connect.
Conclusion
By following this tutorial, you have successfully integrated Indiamart leads into Google Sheets using Pabbly Connect. This automation saves time and ensures that all lead details are captured efficiently. Now you can manage your leads effortlessly!
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