How to Create Kommo Contact from New Google Sheets Tables Using Pabbly Connect

Learn how to automate contact creation in Kommo from new Google Sheets entries using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Kommo contact from new Google Sheets tables, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you’re a new user, you can sign up for free and receive 100 tasks each month.

After signing in, navigate to the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, for example, ‘Create Kommo Contact from Google Sheets’. This sets up the automation process where Google Sheets will act as the trigger application.

2. Setting Up Google Sheets as the Trigger Application

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and the event as ‘New or Updated Spreadsheet Row’. This means that every time a new row is added or updated in your Google Sheets, it will trigger the automation.

• Go to Google Sheets and open your customer information table.
• Click on Extensions, then Add-ons, and select Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.
• Return to Extensions, select Pabbly Connect Webhooks, and click on Initial Setup.

In the setup box, paste the webhook URL provided by Pabbly Connect. Specify the trigger column (the column where data will be added) and submit the setup. This connection ensures that any data added to the specified column will be sent to Pabbly Connect.

3. Sending Data to Pabbly Connect from Google Sheets

Once the setup is complete, you need to ensure that Google Sheets sends data to Pabbly Connect. Click on ‘Send On Event’ from the Pabbly Connect menu in Google Sheets. This action ensures that any new data added will be sent to Pabbly Connect.

Now, enter dummy data into your Google Sheets. For example, fill in the first name, last name, phone number, and email. Once you add this data, Pabbly Connect will wait for a webhook response. Check the Pabbly Connect dashboard to confirm if the data has been received successfully.

• Verify that the data appears in Pabbly Connect as expected.
• Ensure the trigger column reflects the correct data entries.

Once confirmed, you can proceed to the next step, which is setting up the action to create a contact in Kommo.

4. Creating a Contact in Kommo Using Pabbly Connect

In this section, you will set up Kommo as the action application in Pabbly Connect. Select Kommo and choose the action event as ‘Create Contact’. This action will automatically create a contact in Kommo every time new data is received from Google Sheets.

To connect Kommo with Pabbly Connect, click on ‘Add New Connection’ and enter your Kommo subdomain. After entering the correct details, authorize the connection. This step is crucial as it allows Pabbly Connect to interact with your Kommo account.

Next, you will map the data fields from the Google Sheets response to the corresponding fields in Kommo. For instance, map the first name, last name, email, and phone number. This mapping ensures that every time new data is received, it is accurately reflected in Kommo.

5. Testing and Verifying the Integration

After setting up the action, it’s time to test the integration between Google Sheets and Kommo through Pabbly Connect. Click on ‘Save and Send Test Request’ to send a test contact to Kommo. This action will verify if the data is being transferred correctly.

To confirm the success of the automation, go to your Kommo account and check the contacts list. You should see the test contact created with the details you entered in Google Sheets. If the contact appears as expected, the integration is working perfectly.

Add another set of dummy data in Google Sheets to test further. Refresh your Kommo contacts list to check for the new entry.

This final check ensures that every new entry in Google Sheets will create a corresponding contact in Kommo, demonstrating the power of Pabbly Connect for automation.

Conclusion

In this tutorial, we explored how to create a Kommo contact from new Google Sheets tables using Pabbly Connect. By following the steps outlined, you can automate the process of contact creation, saving time and effort. This integration showcases the capabilities of Pabbly Connect in streamlining workflows across applications.