Learn how to automate adding IndiaMART leads to Google Sheets for mutual fund services using Pabbly Connect. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start the process of adding IndiaMART leads to Google Sheets, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in to your account. If you’re a new user, you can sign up for free and get 100 tasks monthly, which is perfect for testing out the platform.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically designed for integrating IndiaMART with Google Sheets. Click on the ‘Create Workflow’ button, name your workflow, and select the appropriate folder for organization.


2. Setting Up Trigger with IndiaMART

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger will be set to activate whenever a new lead is generated in IndiaMART. Select IndiaMART as your trigger application and choose the ‘New Lead’ event to proceed.

  • Select ‘New Lead’ as the trigger event.
  • Copy the provided webhook URL from Pabbly Connect.
  • Log into your IndiaMART account and navigate to the lead manager.

After copying the webhook URL, you need to set it in your IndiaMART account under the push API settings. This URL will act as a bridge between IndiaMART and Pabbly Connect. Once you’ve configured this, test the connection by sending a sample lead from IndiaMART to ensure everything is working correctly.


3. Testing the Webhook Response

After setting up the trigger, the next step is to test the webhook response using Pabbly Connect. This is crucial to confirm that the integration is functioning as expected. You will need to send a test inquiry from your IndiaMART profile to see if it gets captured in Pabbly Connect.

To do this, open your IndiaMART profile in an incognito window, submit a lead inquiry, and wait for the response in Pabbly Connect. If successful, you will see all the details of the inquiry captured, including the name, phone number, email, and the query itself.

This test confirms that the webhook setup is complete and that Pabbly Connect is receiving data from IndiaMART correctly. Once you see a successful response, you can proceed to the next step of the integration.


4. Adding Leads to Google Sheets

The final step is to add the captured leads to Google Sheets using Pabbly Connect. For this, select Google Sheets as your action application and choose the ‘Add New Row’ event. This action will enable you to automatically add each new lead to your specified Google Sheet.

  • Connect your Google Sheets account to Pabbly Connect.
  • Select the spreadsheet where you want to store the leads.
  • Map the fields from the IndiaMART inquiry to the corresponding columns in Google Sheets.

After mapping the fields, click on the ‘Save and Send Test Request’ button to ensure that the data flows correctly into your Google Sheet. If successful, you will see the new lead details appear in your selected Google Sheet, confirming that the automation works seamlessly.


5. Conclusion

In this tutorial, we have successfully demonstrated how to use Pabbly Connect to automate the process of adding IndiaMART leads to Google Sheets for mutual fund services. By setting up a trigger with IndiaMART and an action with Google Sheets, you can save time and streamline your lead management process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This integration not only enhances efficiency but also ensures that you never miss a lead. Utilizing Pabbly Connect for such automations can transform how you handle inquiries and improve your business operations significantly.