How to Add IndiaMART Leads to Google Sheets Using Pabbly Connect for Tax Consultancy Services

Learn how to automate adding IndiaMART leads to Google Sheets for tax consultancy services using Pabbly Connect. Step-by-step tutorial with detailed instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of adding IndiaMART leads to Google Sheets for tax consultancy services, you first need to access Pabbly Connect. This platform allows you to create workflows that integrate various applications effortlessly.

Begin by visiting the Pabbly website at Pabbly.com/connect. Sign in with your existing account or create a new one to get started. Once logged in, navigate to the Pabbly Connect dashboard, where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which should reflect its purpose, such as ‘Add IndiaMART Leads to Google Sheets for Tax Consultancy Services’. using Pabbly Connect

• Provide a descriptive name for your workflow.
• Select a folder to save this workflow.
• Click on the ‘Create’ button to finalize.

Once created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is what happens as a result. Here, the trigger will be IndiaMART, and the action will be Google Sheets.

3. Setting Up the IndiaMART Trigger in Pabbly Connect

To set up the trigger, select IndiaMART as your trigger application. Under the trigger event, choose ‘New Leads’. This will ensure that every time a new lead is generated in IndiaMART, it will trigger the workflow in Pabbly Connect.

Next, you will need to connect your IndiaMART account to Pabbly Connect using a webhook URL. Copy the webhook URL provided by Pabbly Connect and log into your IndiaMART account. Navigate to the Lead Manager section, and under the options, select ‘Import/Export Leads’ and then ‘Push API’.

• Select ‘Other’ as the source.
• Paste the copied webhook URL into the appropriate field.
• Enter ‘Pabbly Connect’ as your CRM platform name.

After saving the details, you will need to generate an OTP and confirm the connection. Once this is done, return to Pabbly Connect to check the webhook response.

4. Testing the IndiaMART Trigger and Setting Up Google Sheets Action

To test the trigger, you need to submit a query from your IndiaMART profile. This action will help verify if the webhook is capturing the data correctly. After submitting a query, return to your Pabbly Connect dashboard to see if the response has been recorded. using Pabbly Connect

Once the trigger is confirmed to be working, the next step is to set up the action. Select Google Sheets as your action application and choose ‘Add New Row’ as your action event. You will need to connect your Google Sheets account to Pabbly Connect, which can be done by clicking on the ‘Connect’ button.

Authorize Pabbly Connect to access your Google account. Select the Google Sheets spreadsheet where you want to add leads.

After selecting the spreadsheet, use the mapping method to dynamically insert data from the IndiaMART lead response into the respective fields in Google Sheets.

5. Finalizing the Integration and Testing

After mapping all necessary fields from the IndiaMART response to your Google Sheets, click on the ‘Save and Send Test Request’ button. This will send a test entry to your Google Sheets. Check your spreadsheet to ensure that the new lead details have been added correctly.

For final verification, submit another test lead through your IndiaMART profile. If the details appear automatically in Google Sheets, your integration is successful. This process allows you to automate the addition of leads, saving you time and ensuring accuracy.

This entire automation process is facilitated by Pabbly Connect, which acts as the bridge between IndiaMART and Google Sheets. With this setup, you can focus more on your tax consultancy services while Pabbly Connect handles the lead management efficiently.

Conclusion

In conclusion, using Pabbly Connect to add IndiaMART leads to Google Sheets for tax consultancy services streamlines your workflow. By following these steps, you can automate lead management effectively, ensuring timely responses to inquiries.