Learn how to automate adding IndiaMART leads to Google Sheets for digital flex printing services using Pabbly Connect. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start adding IndiaMART leads to Google Sheets, you first need to access Pabbly Connect. Simply open your browser and search for ‘Pabbly.com’ to reach the landing page of Pabbly Connect.
Once on the landing page, you will have two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can click on ‘Sign In’ to access their dashboard. After signing in, click on ‘Access Now’ under Pabbly Connect to begin your automation setup.
2. Creating a Workflow in Pabbly Connect
After accessing your Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow and select a folder to save it in. using Pabbly Connect
- Name your workflow: ‘Add IndiaMART Leads to Google Sheets for Digital Flex Printing Services’.
- Select the folder: Automations.
Once you have named your workflow, click on ‘Create’. This will open the workflow window where you can set the trigger and action for your automation.
3. Setting Up the Trigger with IndiaMART
In the workflow window, you need to set up the trigger. Search for ‘IndiaMART’ and select it as your trigger application. For the trigger event, choose ‘New Leads’. This will provide you with a webhook URL that you will use to connect IndiaMART with Pabbly Connect.
Copy the webhook URL and log into your IndiaMART account. Navigate to the Lead Manager section, click on the three dots for ‘Import/Export Leads’, and then select ‘Push API’. Here, you will input the webhook URL and select ‘Other’ as the source. For the CRM platform name, enter ‘Pabbly Connect’.
- Select the source as ‘Other’.
- Enter ‘Pabbly Connect’ for the CRM platform name.
- Paste the webhook URL you copied earlier.
After saving the details, you will need to generate an OTP to complete the connection. Enter the OTP and submit to finalize the integration. Your IndiaMART account is now successfully connected to Pabbly Connect.
4. Adding IndiaMART Leads to Google Sheets
With the trigger set, the next step is to define the action. For the action application, select ‘Google Sheets’. Choose ‘Add New Row’ as the action event. If you have already connected your Google Sheets account, you can select it; otherwise, click on ‘Add a New Connection’ and sign in with your Google account. using Pabbly Connect
After successful connection, select the spreadsheet where you want to add the lead details. Ensure you select the correct spreadsheet, such as ‘New Leads and Inquiries’, and the sheet name, typically ‘Sheet1’. You will then map the fields from the IndiaMART lead response to the corresponding columns in your Google Sheet.
Map the name field to the sender’s name. Map the phone field to the sender’s phone number. Map the address field to the sender’s address. Map the query message field to the query message from IndiaMART.
Once mapping is complete, click on ‘Save and Send Test Request’. This will send a test lead to your Google Sheets, confirming that the integration is working correctly.
5. Conclusion
By following these steps, you have successfully set up an automation using Pabbly Connect to add IndiaMART leads to Google Sheets for your digital flex printing services. This integration streamlines your workflow and eliminates manual data entry, ensuring that all leads are captured efficiently.
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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