Learn how to automate adding IndiaMART leads to Google Sheets for your plywood business using Pabbly Connect. Step-by-step guide included! 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 Automation
To begin automating the process of adding IndiaMART leads to Google Sheets, the first step is to access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and receive 100 free tasks monthly.
Once signed in, you will see the dashboard displaying all the applications available in Pabbly Connect. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, you need to create a new workflow for integrating IndiaMART with Google Sheets. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.
- Enter a name for your workflow, such as ‘Add IndiaMART Leads to Google Sheets for Plywood Business’.
- Select a folder to save your workflow; choose ‘IndiaMART Automations’ from the dropdown.
- Click the ‘Create’ button to finalize your workflow setup.
With the workflow created, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is what initiates the automation process, while the action is the response to that trigger. In this case, the trigger will be the new leads generated from IndiaMART.
3. Setting Up the Trigger for IndiaMART Leads
In the trigger section, select IndiaMART as the application. For the trigger event, choose ‘New Leads’. After selecting the application and event, Pabbly Connect will provide you with a unique webhook URL.
Copy this webhook URL and log into your IndiaMART account. Navigate to the Lead Manager option, and from the menu, select ‘Import/Export Leads’. Choose the ‘Push API’ option to access the API integration page.
- Select ‘Other’ as the source.
- Enter ‘Pabbly Connect’ as the platform name.
- Paste the copied webhook URL in the URL field.
After entering the details, click on the ‘Save Details’ button. This step connects your IndiaMART account with Pabbly Connect, allowing it to receive lead data automatically.
4. Testing the Trigger Connection
With the webhook URL successfully added to your IndiaMART account, return to your workflow in Pabbly Connect. You will see a message indicating that it is waiting for a webhook response. To test the connection, generate a test lead in your IndiaMART account.
Log in to your IndiaMART user account, find a dummy product, and click on ‘Contact Supplier’. Fill in the necessary details, including your inquiry message, and submit the form. Once the test lead is generated, return to Pabbly Connect to check if the lead details have been captured.
Ensure that the status shows as ‘Success’. Verify that all lead details, such as name, email, and inquiry message, are displayed correctly.
If the lead details are successfully captured, the trigger setup is complete, and you can proceed to set up the action step to add these details to Google Sheets.
5. Setting Up the Action to Add Leads to Google Sheets
In the action section of your workflow, select Google Sheets as the application and choose the action event ‘Add New Row’. Click on the ‘Connect’ button to establish a connection to your Google Sheets account.
Authorize Pabbly Connect to access your Google Sheets by clicking on the ‘Sign in with Google’ button and granting the necessary permissions. Once authorized, select the spreadsheet where you want to store your leads. Choose the spreadsheet named ‘IndiaMART Leads Detail’ and select the specific sheet (‘Sheet1’) where the data will be recorded.
Map the lead details from the previous step to the corresponding fields in your Google Sheets. Ensure all relevant fields, such as name, email, phone number, and message, are correctly mapped.
After mapping all the necessary fields, click on the ‘Save and Send Test Request’ button. If successful, the lead details will be added to your Google Sheets, confirming that the integration between IndiaMART and Google Sheets via Pabbly Connect is functioning correctly.
Conclusion
Using Pabbly Connect, you can efficiently automate the process of adding IndiaMART leads to Google Sheets for your plywood business. This integration streamlines your workflow, ensuring that every new lead is captured and organized seamlessly. By following the steps outlined in this tutorial, you can enhance your lead management process and improve customer follow-up.
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