How to Add IndiaMART Leads to Google Sheets with Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Google Sheets using Pabbly Connect for your insurance and investment services. 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 integrating IndiaMART leads into Google Sheets, you need to access Pabbly Connect. First, open your web browser and visit the Pabbly website. If you are a new user, you can sign up for free to get started.

Once on the Pabbly homepage, click on the ‘Sign In’ button if you already have an account. After signing in, navigate to the dashboard where you will find various Pabbly applications. Select Pabbly Connect to begin creating your automation workflow.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a new workflow. Click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this integration, name it ‘How to Add IndiaMART Leads to Google Sheets for Insurance and Investment Service’ and choose a folder to save it in.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you set up triggers and actions.

In this workflow window, you will define a trigger event. A trigger signifies the event that starts the automation, while actions are the responses to that trigger. For this integration, select IndiaMART as your trigger application.

3. Setting Up the Trigger with IndiaMART

In the trigger setup, choose the event as ‘New Leads’. This means the workflow will be activated whenever a new lead is captured via IndiaMART. After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL.

Copy this Webhook URL and log into your IndiaMART account. Navigate to the Lead Manager section from the left sidebar. Under ‘Import/Export Leads’, select the three dots and click on ‘I am Lead Push API’. Here, you will need to configure the source and CRM platform name.

• Set the source as ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name.

Paste the copied Webhook URL into the designated field and save the details. This establishes a connection between your IndiaMART account and Pabbly Connect.

4. Adding Leads to Google Sheets via Pabbly Connect

After setting up the trigger, the next step involves adding the action. Search for Google Sheets in the action application section of Pabbly Connect. Select ‘Add New Row’ as the action event and click to connect.

You will need to authorize Pabbly Connect to access your Google Sheets account. Click on ‘Sign in with Google’ and select your Gmail account. Grant the necessary permissions to allow Pabbly Connect to manage your Google Sheets.

Choose the spreadsheet where you want to add the leads. Select the specific sheet within that spreadsheet.

Next, map the fields from the lead details received from IndiaMART to the corresponding columns in Google Sheets. This mapping ensures that each new lead is accurately reflected in your spreadsheet.

5. Testing the Integration Workflow

To finalize the integration, you need to test the workflow. After mapping the necessary fields, click on ‘Send Test Request’ in Pabbly Connect. This action will simulate the receipt of a new lead and check if the details are correctly added to Google Sheets.

Upon successful testing, you should see the lead details populated in your Google Sheets. This confirms that the integration works seamlessly, and from now on, every new lead captured in IndiaMART will automatically be added to your Google Sheets without manual effort.

With this setup, Pabbly Connect runs in the background, ensuring that your lead database is always up to date. You no longer need to manually enter lead information, saving you time and effort.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Google Sheets using Pabbly Connect. This automation streamlines your lead management process, allowing you to focus on growing your insurance and investment services without manual data entry.

By following these steps, you can ensure your leads are organized and accessible in real-time, enhancing your business efficiency and productivity.