How to Create and Update Records in Airtable from Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Google Sheets with Airtable using Pabbly Connect to automate record updates and data synchronization. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Airtable Integration

To begin the integration between Google Sheets and Airtable, you will need to set up Pabbly Connect. First, create a free account on Pabbly Connect if you haven’t done so already. Once logged in, navigate to the dashboard where you will find the option to create a new workflow.

Click on the blue ‘Create Workflow’ button and give your workflow a name, such as ‘Update Record in Airtable from Google Sheets’. After naming your workflow, click on ‘Create’. You will see two boxes, one for the trigger and one for the action. In this case, the trigger will be Google Sheets, and the action will be Airtable.

2. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets to Pabbly Connect, select Google Sheets as your trigger application. You will be provided with a webhook URL that you need to copy. This URL is essential as it will allow Pabbly Connect to receive data from Google Sheets.

• Open your Google Sheets document.
• Click on ‘Extensions’, then ‘Add-ons’, and search for the Pabbly Connect Webhook add-on.
• Install the add-on if you haven’t already, and open it.

In the Pabbly Connect add-on, paste the webhook URL you copied earlier. You will also need to specify the trigger column, which is the final data column that will trigger the automation. In this case, it’s the J column. After setting this up, ensure the ‘Send on Event’ option is enabled. This will allow Pabbly Connect to capture new data automatically.

3. Configuring Airtable Integration in Pabbly Connect

Now that Google Sheets is connected to Pabbly Connect, it’s time to set up Airtable. Select Airtable as your action application. You will need to create an API key in Airtable to allow Pabbly Connect to access your Airtable account.

• Go to the Airtable Developer Hub and click on ‘Create New Token’.
• Name your token and select the necessary permissions for data access.
• Copy the generated token and paste it back into Pabbly Connect.

Once connected, select the base and table you want to work with in Airtable. You will also specify which field to search for records, typically a unique identifier like the invoice number. This will allow Pabbly Connect to find the correct record in Airtable based on the data from Google Sheets.

4. Updating Records in Airtable Through Pabbly Connect

After setting up the connection, Pabbly Connect will allow you to update records in Airtable based on the data from Google Sheets. First, you will need to search for the record in Airtable using the unique identifier you set earlier.

Once the record is found, you can proceed to update the specific fields in Airtable. For example, if you want to update the email reminder status, you will map this field to the corresponding value in Google Sheets. This mapping ensures that every time you update a value in Google Sheets, it reflects in Airtable automatically.

5. Testing and Automating the Integration with Pabbly Connect

Once the setup is complete, it’s crucial to test the integration to ensure everything works as intended. Update a record in Google Sheets and observe if Pabbly Connect successfully updates the corresponding record in Airtable.

You can monitor the response in Pabbly Connect to verify that the data has been transferred correctly. If everything is set up properly, any updates made in the specified column of Google Sheets will automatically sync to Airtable without any manual intervention.

Conclusion

Using Pabbly Connect to integrate Google Sheets with Airtable allows for seamless record updates and data synchronization. This automation not only saves time but also ensures data accuracy across platforms.