Automate Google Sheets with Pabbly Connect: Capture Sales from Convertri

Learn how to automate Google Sheets with Pabbly Connect to capture sales data from Convertri. Follow this step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Integration

To automate the process of adding sales data from Convertri to Google Sheets, you first need to access Pabbly Connect. This powerful integration tool allows you to connect various applications seamlessly. Start by signing up for a free account on Pabbly Connect, which provides you with 100 free automation tasks monthly.

Once you log in to your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Here, you can name your workflow, for instance, ‘Convertri to Google Sheets’. This workflow will help you capture data automatically whenever a sale occurs on your Convertri page.

2. Configuring the Convertri Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Convertri as your trigger application and choose the ‘New Purchase’ event. This event will initiate the workflow every time a sale is made on your Convertri page.

• Choose Convertri as the trigger application
• Select ‘New Purchase’ as the trigger event
• Copy the webhook URL provided by Pabbly Connect

Next, navigate to your Convertri dashboard and access the account settings. Here, add a webhook secret key and paste the copied webhook URL into the designated field. Save your changes to establish the connection between Convertri and Pabbly Connect.

3. Capturing Sale Data from Convertri

After configuring the trigger, it’s time to capture the sale data. Perform a test purchase on your Convertri landing page to generate sample data. Fill in the customer information, including name, email, and card details, to complete the transaction.

Once the purchase is successful, return to Pabbly Connect to see if the data has been captured. You should see the details of the transaction, including the product name, customer details, and transaction amount. This data will be essential for the next steps in your automation.

4. Formatting the Transaction Amount with Pabbly Connect

To ensure accurate data representation, you may need to format the transaction amount. Utilize the Number Formatter feature in Pabbly Connect to adjust the captured amount. Select ‘Perform Math Operation’ and divide the transaction amount by 100 to get the correct value.

• Select Number Formatter as the action application
• Choose ‘Perform Math Operation’
• Map the transaction amount and set the operation to divide by 100

This step ensures that when a new sale occurs, the correct amount is automatically formatted and ready for entry into Google Sheets.

5. Adding Data to Google Sheets Automatically

Finally, it’s time to add the captured data to Google Sheets using Pabbly Connect. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. Connect your Google account and select the spreadsheet where you want to store the sales data.

Map the appropriate fields from the data captured in previous steps to the columns in your Google Sheets. Make sure to include customer name, order ID, product name, and the formatted price. Once you save and send a test request, you should see a new row appear in your Google Sheets with the correct data.

Conclusion

In this tutorial, we explored how to automate the process of capturing sales from Convertri and adding them to Google Sheets using Pabbly Connect. By following these steps, you can streamline your sales data management and enhance your marketing efforts effectively.