Integrating IndiaM Leads into Google Sheets Using Pabbly Connect

Learn how to integrate IndiaM leads into Google Sheets using Pabbly Connect for efficient media PR and publishing management. 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 integrating IndiaM leads into Google Sheets, first, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach the landing page. Here, you have options to sign up for free or sign in if you are an existing user.

Once you log into your Pabbly Connect account, you will see various applications. Click on ‘Access Now’ under Pabbly Connect to proceed to your dashboard. From there, click on the ‘Create Workflow’ button to begin setting up your automation.

2. Setting Up Your Workflow in Pabbly Connect

After clicking on ‘Create Workflow,’ you will be prompted to name your workflow. For this integration, name it something like ‘Add IndiaM Leads to Google Sheets’. Choose the appropriate folder, such as ‘Automations’ if you have created multiple folders.

• Select the trigger application as IndiaM.
• Choose the trigger event as ‘New Lead’.
• Copy the provided webhook URL for further steps.

Now, you can set up the trigger event, which will initiate the workflow whenever a new lead is captured from your IndiaM account. This is where Pabbly Connect plays a crucial role in connecting different applications seamlessly.

3. Connecting IndiaM to Pabbly Connect

To establish the connection between your IndiaM account and Pabbly Connect, log into your IndiaM account and navigate to the Lead Manager section. Here, access the ‘Import/Export Leads’ option from the three-dot menu, then select ‘Push API’.

• Select ‘Other’ as the source for your CRM platform.
• Enter ‘Pabbly Connect’ in the CRM platform name field.
• Paste the copied webhook URL into the Listener URL field.

After saving these details, you will need to generate an OTP for verification. Once you enter the OTP, the integration will be live, allowing Pabbly Connect to receive leads from IndiaM automatically.

4. Testing the Integration with Dummy Leads

To ensure that the connection works correctly, a test submission is required. Create a dummy lead in your IndiaM account to capture the webhook response. This step confirms that Pabbly Connect is receiving data from IndiaM as expected.

Submit a dummy inquiry, including details relevant to your media PR and publishing needs. After submitting, check your Pabbly Connect workflow to see if the test lead details are captured successfully. You should see the lead’s information, including the inquiry message and sender’s name.

5. Adding Leads to Google Sheets via Pabbly Connect

With the integration tested, the next step is to set up the action in Pabbly Connect. Select Google Sheets as your action application and choose the event ‘Add New Row’. This will allow you to add lead details into your Google Sheets seamlessly.

Connect your Google Sheets account by signing in and granting the necessary permissions. After connecting, select the spreadsheet where you want to store the leads. Map the fields from the previous step, ensuring that the name, email, and inquiry details are correctly aligned with the columns in your Google Sheets.

Map the lead’s name from the test submission. Map the email address from the test response. Map the inquiry message to the corresponding field in Google Sheets.

Once mapping is complete, click on ‘Save and Send Test Request’. This action will add the lead details to your Google Sheets, confirming that the integration via Pabbly Connect is functioning correctly.

Conclusion

In this tutorial, we explored how to integrate IndiaM leads into Google Sheets using Pabbly Connect. This automation streamlines the process of managing inquiries in the media PR and publishing industry, allowing for efficient follow-ups and organization of leads.