Create New Close CRM Leads from Google Sheets Automatically with Pabbly Connect

Learn how to automatically create new Close CRM leads from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create new Close CRM leads from Google Sheets automatically, first, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Begin by signing up or logging into your Pabbly Connect account.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This will initiate the integration process, allowing you to connect Google Sheets with Close CRM through Pabbly Connect.

2. Setting Up Google Sheets Trigger in Pabbly Connect

In this step, you will set up Google Sheets as the trigger application in your Pabbly Connect workflow. Select ‘Google Sheets’ from the list of applications and choose the trigger event as ‘New Spreadsheet Row’. This event will activate whenever a new row is added to your specified Google Sheet.

• Choose your Google account and authorize Pabbly Connect to access your Google Sheets.
• Select the specific spreadsheet and worksheet where the data will be pulled from.
• Test the trigger to ensure that Pabbly Connect can fetch data correctly from your Google Sheet.

After testing, you will see a confirmation message indicating that the trigger is set up successfully. This step is crucial for ensuring that new leads are captured from Google Sheets.

3. Connecting Close CRM in Pabbly Connect

Now that you have set up Google Sheets as your trigger, the next step is to connect Close CRM as the action application in Pabbly Connect. Select ‘Close CRM’ from the application list and choose the action event as ‘Create Lead’. This action will allow you to add new leads to your Close CRM account automatically.

Next, you will need to authorize Pabbly Connect to access your Close CRM account. Enter your Close API key to establish this connection. Once connected, map the fields from your Google Sheet to the corresponding fields in Close CRM, such as name, email, and phone number.

4. Testing and Activating the Workflow

After mapping the fields, it’s time to test the entire workflow in Pabbly Connect. Click on the ‘Test’ button to send a test lead from Google Sheets to Close CRM. If the test is successful, you should see the new lead appear in your Close CRM dashboard.

Once you have confirmed that the integration works correctly, activate the workflow by toggling the switch to ‘On’. This will ensure that every time a new row is added to your Google Sheets, a new lead will be created automatically in Close CRM through Pabbly Connect.

5. Monitoring and Managing Your Integration

After activating your workflow, it’s essential to monitor its performance. You can check the task history in Pabbly Connect to see if leads are being created successfully in Close CRM. This feature allows you to track any errors or issues that may arise during the integration process.

• Regularly review your task history to ensure that all leads are being processed as expected.
• If any errors occur, Pabbly Connect provides detailed logs to help troubleshoot the issues.

By effectively monitoring your integration, you can ensure that your lead generation process remains smooth and efficient, maximizing your productivity.

Conclusion

In conclusion, using Pabbly Connect to create new Close CRM leads from Google Sheets automatically streamlines your lead management process. By following these steps, you can ensure that your leads are captured efficiently and effectively, enhancing your overall workflow.