Learn how to automate the addition of IndiaMART leads to Google Sheets using Pabbly Connect for efficient business counseling services. 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 integrating IndiaMART leads into Google Sheets, first, access Pabbly Connect by navigating to the official website. You can sign in if you already have an account or sign up for free to explore the features. This platform allows you to automate various processes without any coding skills.

Once logged in, you will be directed to the dashboard where you can create new workflows. Pabbly Connect provides an intuitive interface for managing your automation tasks efficiently. Make sure to familiarize yourself with the available options to maximize your automation experience.


2. Creating a New Workflow in Pabbly Connect

Now that you are in Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button and name your workflow something like ‘Add IndiaMART Leads to Google Sheets for Business Counseling Services’. This name will help you identify your workflow later.

After naming your workflow, select a folder to save it. Organizing your workflows into folders can help you manage them better. Here are the steps to create your workflow:

  • Click ‘Create Workflow’
  • Name your workflow
  • Select a folder for organization

Once your workflow is created, you will see a blank canvas where you can set up your trigger and action. This is where the real automation begins with Pabbly Connect.


3. Setting Up the Trigger for IndiaMART

The next step in your automation is to set up a trigger in Pabbly Connect. This will be based on receiving a new lead from IndiaMART. Select IndiaMART as your trigger application and choose the appropriate trigger event, which is when a new lead is received.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect your IndiaMART account with Pabbly Connect. Follow these steps to complete the setup:

  • Select IndiaMART as the trigger application
  • Choose the trigger event for new leads
  • Copy the webhook URL provided by Pabbly Connect

Next, you will need to paste this URL into your IndiaMART account settings to complete the connection. This setup ensures that every time a new lead is generated, it will trigger the workflow in Pabbly Connect.


4. Testing the Integration with Dummy Lead

After setting up the trigger, it’s essential to test the integration to ensure everything is functioning properly. You can do this by creating a dummy lead in your IndiaMART account and submitting an inquiry. This will send the lead details to Pabbly Connect.

Once you submit the inquiry, go back to Pabbly Connect to check if the lead details have been captured successfully. Ensure that all relevant information such as name, email, phone number, and inquiry message are included in the response from Pabbly Connect. This step is crucial to confirm that your integration is working as intended.


5. Adding Leads to Google Sheets Using Pabbly Connect

With the integration successfully tested, it’s time to set up the action that adds the lead information to Google Sheets. Select Google Sheets as your action application in Pabbly Connect and choose the action event to add a new row.

To connect Google Sheets with Pabbly Connect, click on ‘Sign in with Google’ and authorize the connection. After successfully connecting, you will need to map the fields from your IndiaMART lead to the corresponding columns in your Google Sheets. Here’s how to do it:

Select Google Sheets as the action application Choose the action event to add a new row Map the fields from the lead to your Google Sheets

Once all fields are mapped correctly, save the configuration. Now, every time a new lead is received from IndiaMART, the details will automatically populate in Google Sheets, creating a seamless record of your inquiries.


Conclusion

In this tutorial, we explored how to automate the addition of IndiaMART leads to Google Sheets using Pabbly Connect. This integration helps streamline the process of managing inquiries for business counseling services, ensuring that you never miss a lead.

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

By following the steps outlined, you can set up this automation efficiently and focus on converting leads into customers. With Pabbly Connect, you can also explore many other integrations to enhance your business operations.