How to Send Product Quotation to IndiaMART Leads via Gmail Using Pabbly Connect

Learn how to automate sending product quotations to IndiaMART leads via Gmail with Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send product quotations to IndiaMART leads via Gmail, first, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

Once signed in, you will see the Pabbly Connect dashboard. Click on the button labeled ‘Access Now’ to enter the Pabbly Connect interface. From there, you can begin creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A pop-up will appear asking for a workflow name. Name it something relevant, such as ‘IndiaM Automation’.

• Choose a folder for your workflow.
• Select the desired folder from the dropdown menu.
• Click ‘Create’ to finalize the workflow setup.

Your workflow is now created and ready for configuration. You will see two sections: one for the trigger and another for the action, which are essential for your automation process.

3. Setting Up Trigger in Pabbly Connect

To start the automation, you need to set up a trigger in Pabbly Connect. Click on the trigger application option and select ‘IndiaMART’. Then, choose the trigger event as ‘New Leads’. This means that every time a new lead is generated, Pabbly Connect will capture this event.

Next, you will need to connect your IndiaMART account by entering the CRM API key. To find this key, log in to your IndiaMART account, navigate to ‘Settings’, then ‘Account Settings’, and finally select ‘CRM API’. If you haven’t generated a key, click on ‘Generate Key’. Copy this key and paste it into Pabbly Connect, then click ‘Save’.

4. Configuring Action Step to Send Email via Gmail

After setting up the trigger, it’s time to configure the action step in Pabbly Connect. Click on the action application option and choose ‘Gmail’. For the action event, select ‘Send Email’. You will now connect your Gmail account by clicking ‘Connect’ and granting the necessary permissions.

• Map the recipient email address from the previous response.
• Enter the sender’s name, email subject, and email content.
• Provide the file name and attachment link from Google Drive.

After filling in all the details, click ‘Save and Send Test Request’ to test your setup. If successful, you should receive a confirmation response indicating that the email was sent.

5. Verifying Email Delivery

Once you have configured the action step, it’s crucial to verify that the email has been sent successfully. Open your Gmail account and check for a new email that includes the product quotation. The email should contain all the details you mapped in the previous steps.

If the email appears correctly with the attached quotation, your automation using Pabbly Connect is successful. This integration allows you to automatically send product quotations to leads generated through IndiaMART, streamlining your communication process.

Conclusion

In this guide, we explored how to send product quotations to IndiaMART leads via Gmail using Pabbly Connect. By following the steps outlined, you can automate your workflow and enhance your business efficiency.