Learn how to automate the process of adding IndiaMART leads to Google Sheets for astrology services using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To start integrating IndiaMART leads into Google Sheets, you need to access Pabbly Connect. This platform allows you to automate your workflow without coding skills.

Begin by visiting the Pabbly Connect homepage. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month. For existing users, simply log in using the ‘Sign In’ option.


2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ option. You will be prompted to name your workflow.

For this integration, name your workflow ‘Add IndiaMART Leads to Google Sheets for Astrology Services’. After naming, select the appropriate folder to save your workflow. This organization helps manage your automations effectively.

  • Click on ‘Create’ to save your workflow.
  • You will see two key sections: Trigger and Action.
  • Triggers start the workflow while actions define what happens next.

Now that your workflow is set up, you can proceed to define the trigger that will initiate the automation.


3. Setting Up the Trigger with IndiaMART

In the trigger section, select IndiaMART as your application. The trigger event you need is ‘New Leads’. This means the workflow will start whenever a new lead is received. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL that you need to integrate with your IndiaMART account. Copy this URL as it acts as a bridge for transferring lead data.

  • Log into your IndiaMART seller account.
  • Navigate to the Lead Manager and select ‘Import/Export Leads’.
  • Find the Push API option to set up the webhook.

After pasting the webhook URL and saving the settings, your trigger setup is complete. Now, Pabbly Connect will wait for a new lead to be submitted.


4. Testing the Integration with a Dummy Lead

To ensure that the connection works, you need to test it by submitting a dummy lead through IndiaMART. Open your IndiaMART account and send an inquiry with the details of the dummy lead.

Once the inquiry is submitted, return to Pabbly Connect. You should see the lead details captured in the response. This confirms that your webhook is functioning correctly.

Check that the status of the lead is ‘Success’. Verify the details such as name, email, phone number, and inquiry message. This data will be used in the next action step.

With the lead details captured, you can now move on to creating a record in Google Sheets.


5. Adding Leads to Google Sheets Using Pabbly Connect

In the action section of Pabbly Connect, select Google Sheets as your application and choose the action event ‘Add New Row’. This will allow you to create a new entry in your Google Sheets for each lead.

Connect your Google Sheets account by clicking on ‘Sign In with Google’ and granting the necessary permissions. Select the specific spreadsheet where you want to save the lead details.

Map the fields from the lead data to the corresponding columns in Google Sheets. Ensure that fields like name, email, phone number, city, and inquiry message are mapped correctly. Click on ‘Save and Send Test Request’ to check if the data is added successfully.

Once the test is successful, you will see the new lead details in your Google Sheets, organized systematically. This automation will save you time and effort in managing your leads.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of IndiaMART leads to Google Sheets for astrology services. By following these steps, you can streamline your lead management process effectively.

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

Automating this workflow not only saves time but also ensures that you maintain an organized record of all inquiries, enhancing your business efficiency.