Learn how to automate the addition of IndiaMART leads to Google Sheets for your fabrication business using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To begin automating the addition of IndiaMART leads to Google Sheets, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly without any coding skills required.
Visit the Pabbly Connect landing page by typing Pabbly.com/connect in your browser. If you are an existing user, simply sign in. If you are new, you can sign up for free and get 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard to create your first workflow.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a workflow. Click on the Create Workflow button and name your workflow, for instance, ‘Add IndiaMART Leads to Google Sheets for Fabrication Business.’ Select the folder where you want to save this workflow.
- Click on the Create button.
- Choose the trigger application as IndiaMART.
- Select New Leads as the trigger event.
This setup will ensure that every time a new lead is received in IndiaMART, it will trigger the workflow to add the lead details to Google Sheets automatically.
3. Setting Up IndiaMART Integration
Now, you need to connect your IndiaMART account with Pabbly Connect. To do this, you will be provided with a Webhook URL in your workflow. Copy this URL and go to your IndiaMART account.
- Access the Lead Manager in your IndiaMART dashboard.
- Click on Import/Export Leads and select Push API.
- Enter Pabbly Connect as the CRM platform name and paste the Webhook URL.
After saving these details, your IndiaMART account will be successfully connected to Pabbly Connect, allowing it to send lead data whenever a new inquiry is made.
4. Testing the Integration with Pabbly Connect
With the integration set up, it’s time to test whether the connection between IndiaMART and Pabbly Connect is working correctly. Perform a test submission by sending a query from your IndiaMART profile.
After submitting the query, return to Pabbly Connect and check if the Webhook response has captured the lead details. If successful, you will see the lead’s name, phone number, email, and the query content reflected in the response.
This test will confirm the connection is functional, and you can now proceed to add the lead details to Google Sheets.
5. Adding Leads to Google Sheets Using Pabbly Connect
Now that you have confirmed the connection, the next step is to set up the action in Pabbly Connect. Choose Google Sheets as your action application and select Add New Row as the action event.
Connect your Google account by signing in and granting necessary permissions. Once connected, select the spreadsheet where you want to add the leads.
Ensure that the spreadsheet contains columns for Name, Phone, Email, Product, and Query. Use the mapping feature to dynamically insert lead details from the previous response. Click Save and Send Test Request to complete the setup.
After this, check your Google Sheets to confirm that the lead details have been added correctly. This completes the automation process using Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of IndiaMART leads to Google Sheets. By following the steps outlined, you can streamline your lead management process effectively.
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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With Pabbly Connect, you can integrate various applications seamlessly, saving time and reducing manual effort in managing leads for your fabrication business.