Learn how to automate the addition of India Mart inquiries to Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the integration process using Pabbly Connect, open your browser and search for Pabbly Connect. This will lead you to the Pabbly Connect landing page where you can either sign up for free or log in if you already have an account.
If you are a new user, click on the ‘Sign Up for Free’ button. You will get 100 tasks free every month. Once logged in, you will see the dashboard where you can start creating your workflow.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a new workflow. Click the ‘Create Workflow’ button, which will prompt you to name your workflow. Name it something descriptive, like ‘Add India Mart Inquiries to Google Sheets.’ Select the appropriate folder to save your workflow.
- Name your workflow based on its function.
- Choose the folder to save your workflow.
After naming the workflow, you will see two boxes: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. Set up your Trigger first by searching for ‘India Mart’ as the application.
3. Setting Up the Trigger in Pabbly Connect
In this step, you need to specify the Trigger event. Select ‘New Leads’ from the dropdown options for India Mart. This event will activate the workflow whenever a new inquiry is received.
Next, you will need to connect India Mart with Pabbly Connect. This requires a VAB URL, which acts as a bridge. Copy the VAB URL provided by Pabbly Connect and head over to your India Mart account.
- Go to the Lead Manager in India Mart.
- Select ‘Import/Export Leads’ and choose ‘Push API’ to create a new integration.
In the Push API setup, enter the platform name as ‘Pabbly Connect’ and paste the copied VAB URL in the Webhook Listener URL field. Click on ‘Save Details’ to finalize the integration.
4. Setting Up the Action in Google Sheets
Now that your Trigger is set up, it’s time to configure the Action. Search for ‘Google Sheets’ in Pabbly Connect and select it as your Action application. Choose ‘Add New Row’ as the Action event.
To connect Google Sheets, click on ‘Add New Connection’ and authenticate your Google account. Once connected, select the spreadsheet where you want to store the inquiry details. Ensure you have the necessary columns in your Google Sheet for sender name, email, phone number, and inquiry details.
Authenticate your Google account for access. Select the correct spreadsheet for inquiry data.
After selecting your spreadsheet, map the inquiry details from the Trigger step to the corresponding columns in your Google Sheet. This mapping ensures that every new inquiry is added correctly.
5. Testing and Finalizing the Integration
With the workflow configured, it’s crucial to test the integration. Create a test inquiry in your India Mart account to simulate receiving a new lead. This will send the test data to the VAB URL and trigger the workflow in Pabbly Connect.
Once the test data is received, check if the details appear in your specified Google Sheet. If everything works correctly, you will see a new row populated with the inquiry details. This confirms that the integration is successful and functioning as intended.
Now, every time you receive a new inquiry through India Mart, the details will automatically populate in your Google Sheet, streamlining your record-keeping process for your pharmaceutical business.
Conclusion
This tutorial has demonstrated how to use Pabbly Connect to automate the addition of India Mart inquiries to Google Sheets. By following these steps, you can efficiently manage your inquiries without manual entry, ensuring accurate record-keeping.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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