Automate Your Lead Management with Pabbly Connect: Integrating Indiamart and Google Sheets

Learn how to automate lead management by integrating Indiamart with Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for efficient data handling. 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

1. Accessing Pabbly Connect for Integration

To start automating your lead management, access Pabbly Connect by visiting its official website. Signing in is essential for creating effective workflows.

If you’re new, you can sign up for free and get 100 tasks monthly. Existing users can log in to their accounts and access the dashboard to begin the integration process.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. This will prompt a dialog box for naming your workflow.

For this integration, name your workflow ‘ADD Indiamart Leads to Google Sheets’. Select a folder where you want to save this workflow. After naming, click the ‘Create’ button to proceed.

3. Setting Up the Trigger in Pabbly Connect

In your newly created workflow, you will see two sections: Trigger and Action. The trigger is essential as it initiates the workflow. Choose Indiamart as the trigger application.

For the trigger event, select ‘New Lead’. Pabbly Connect will provide you with a webhook URL. Copy this URL to connect Indiamart to your workflow.

• Log into your Indiamart account.
• Navigate to Lead Manager and select Import and Export Leads.
• Click on the API button and select ‘Other’ as the source.

Paste the copied webhook URL into the designated field and click ‘Save Details’. This connects Indiamart to Pabbly Connect, allowing for automatic lead capture.

4. Testing the Integration in Pabbly Connect

After setting up the webhook, generate a test lead in your Indiamart account. This step is crucial to ensure the connection works correctly. Submit the lead details as required.

Return to Pabbly Connect and check if the webhook has captured the test lead response. You should see the details displayed in the workflow.

This confirms that your Indiamart account is successfully connected to Pabbly Connect. Whenever a new lead is generated, it will be captured automatically.

5. Setting Up the Action in Pabbly Connect

Now, set up the action step to record the lead in Google Sheets. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event.

Click on the ‘Connect’ button to authorize Pabbly Connect with your Google account. Select the spreadsheet where you want to store the leads and the specific sheet within it.

• Map the fields from the Indiamart lead to the corresponding columns in Google Sheets.
• Ensure all required fields such as name, email, and phone number are mapped correctly.
• Click ‘Save and Send Test Request’ to finalize the action setup.

After saving, check your Google Sheets to verify if the new lead details have been recorded successfully. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial demonstrates how to automate lead management by integrating Indiamart with Google Sheets using Pabbly Connect. This process streamlines data handling, ensuring your leads are recorded efficiently.