Integrate India M Leads with Google Sheets Using Pabbly Connect

Learn how to automatically integrate India M leads into Google Sheets using Pabbly Connect for your construction business with this detailed step-by-step tutorial. 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

Accessing Pabbly Connect for Integration

To begin integrating India M leads into Google Sheets, first, you need to access Pabbly Connect. Simply search for Pabbly Connect in your browser and open the landing page. Once there, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started.

As an existing user, click on ‘Sign in’. After signing in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow by clicking the ‘Create Workflow’ button. This is where you will set up the integration between India M and Google Sheets.

Creating a Workflow for India M Leads

In this step, you will create a workflow to automate the addition of India M leads into Google Sheets using Pabbly Connect. After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Name it something relevant like ‘Add India M Leads to Google Sheets’ and select the folder where you want to save it.

Once the workflow is created, you will see the workflow window where you can set up the trigger and action. For the trigger application, select ‘India M’ from the options. The trigger event should be set to ‘New Lead Captured’. This event will start the workflow automatically whenever a new lead comes in.

• Click on ‘Create’ to open the workflow window.
• Select ‘India M’ as the trigger application.
• Choose ‘New Lead Captured’ as the trigger event.

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as it will be used to connect your India M account with Pabbly Connect.

Configuring India M to Send Leads to Pabbly Connect

Next, you need to configure your India M account to send lead data to Pabbly Connect. Log in to your India M account and navigate to the Lead Manager section. Click on the three dots to access the import/export options, and select ‘Push API’.

In the Push API settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the webhook URL you copied earlier into the Webhook Listener URL field. Finally, click on ‘Save Details’ to establish the connection.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL and click ‘Save Details’.

After saving, you will be prompted to generate an OTP. Click on the button to generate the OTP, enter it, and submit to finalize the connection between India M and Pabbly Connect.

Setting Up Google Sheets in Pabbly Connect

Now that you have set up the trigger with India M, the next step is to set up Google Sheets as the action application in Pabbly Connect. Search for ‘Google Sheets’ and select it as your action application. For the action event, choose ‘Add New Row’.

Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect. If you have not connected your Google Sheets account before, you will need to click on ‘Add a New Connection’ and follow the prompts to sign in with your Google account and grant permissions.

Select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event. Connect your Google Sheets account by signing in.

After connecting, select the specific spreadsheet where you want the leads to be added (e.g., ‘New Leads and Inquiries’). You will then map the fields from the India M lead data to the corresponding columns in Google Sheets.

Mapping Data and Testing the Integration

In this final step, you will map the data from the India M leads to the columns in your Google Sheets. This is done by selecting the corresponding fields from the previous step’s response. For example, map the lead’s name, phone number, address, and query message to the appropriate columns in Google Sheets.

After mapping the fields, click on the ‘Save and Send Test Request’ button. This will send a test lead to your Google Sheets to ensure everything is working correctly. Open Google Sheets to verify that the new lead has been added successfully.

Map the lead’s name, phone number, address, and query message. Click ‘Save and Send Test Request’ to send the test data. Check Google Sheets for the new lead entry.

Once verified, your automation is complete. From now on, every new lead from India M will automatically be added to your Google Sheets without any manual effort, thanks to Pabbly Connect.

Conclusion

This tutorial has demonstrated how to integrate India M leads into Google Sheets using Pabbly Connect. By automating this process, you can save time and ensure timely follow-ups for your construction business. With Pabbly Connect, managing your leads has never been easier.