Integrate India M Leads with Google Sheets Using Pabbly Connect

Learn how to integrate India M leads into Google Sheets using Pabbly Connect in this step-by-step tutorial. Streamline your lead management process today! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser and open the landing page. Here, you will find options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started with 100 tasks free every month.

As an existing user, click on ‘Sign in’. After logging in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button.

2. Creating a Workflow in Pabbly Connect

Once you are in the dashboard of Pabbly Connect, you need to create a workflow for integrating India M leads with Google Sheets. You will be prompted to name your workflow and choose a folder to save it. For this example, name the workflow ‘How to Add India M Leads to Google Sheets’ and save it in the ‘Automations’ folder.

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

After selecting the trigger, Pabbly Connect will generate a webhook URL. This URL will be used to connect your India M account with the workflow. Copy this URL for later use.

3. Setting Up India M for Webhook

To set up your India M account, log into your account and navigate to the Lead Manager section. Here, you will find an option to import or export leads. Click on the three dots and select ‘Push API’ to set up the webhook.

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

After pasting the URL, click on ‘Save Details’. You will be prompted to enter a reason for shifting leads. Select a reason and click on ‘Click to Generate OTP’. After entering the OTP, click on ‘Submit’. This completes the setup of India M with Pabbly Connect.

4. Adding Google Sheets as Action Application

Now that you have set up the trigger with India M, it’s time to add Google Sheets as the action application in your Pabbly Connect workflow. Search for ‘Google Sheets’ and select it as your action application.

Choose the action event as ‘Add New Row’. Click on ‘Connect’ to link your Google Sheets account. Authorize Pabbly Connect to access your Google Sheets.

Once connected, select the spreadsheet where you want to add new leads. Choose the sheet and map the columns with the lead details received from India M. This mapping ensures that each new lead is correctly added to your Google Sheets.

5. Testing and Activating Your Workflow

After mapping the fields, it’s essential to test your workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to ensure that the integration works correctly. If successful, you will see a confirmation message.

Check your Google Sheets to verify that the new lead details have been added correctly. Once confirmed, you can activate your workflow. This means that every time a new lead is received from India M, it will automatically be added to your Google Sheets without any manual intervention.

This automation significantly streamlines your lead management process, allowing your sales team to follow up quickly and efficiently. With Pabbly Connect, you can relax knowing that your leads are being tracked automatically.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate India M leads into Google Sheets. By following these steps, you can automate your lead management process and ensure timely follow-ups with potential clients. Streamline your workflow with Pabbly Connect today!