How to Automatically Sync Google Sheets with MyPipeline CRM Using Pabbly Connect

Learn how to seamlessly integrate Google Sheets with MyPipeline CRM using Pabbly Connect to automate lead management. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To start integrating Google Sheets with MyPipeline CRM, access Pabbly Connect by visiting Pabbly.com/connect. Create a free account if you haven’t already. This platform is essential for automating the transfer of leads from Google Sheets to your CRM.

After signing in, you will be directed to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Google Sheets to MyPipeline CRM’ and click on ‘Create’. This sets the foundation for your automation process.

2. Configuring Google Sheets Trigger in Pabbly Connect

Next, you need to set up the trigger in Pabbly Connect. Select Google Sheets as the trigger application. The trigger event should be set to ‘New or Updated Spreadsheet Row’. This means that any new entry in your Google Sheet will trigger the automation. using Pabbly Connect

• Copy the provided webhook URL from Pabbly Connect.
• Open your Google Sheet and navigate to Extensions > Add-ons > Get add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• Once installed, go back to Extensions, find ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’.

Paste the webhook URL into the required field and specify the trigger column, which is typically the last data entry column of your Google Sheet. For example, if your last column is D, enter ‘D’. Click on ‘Send Test’ to ensure that data is being sent correctly to Pabbly Connect.

3. Sending Data to MyPipeline CRM via Pabbly Connect

Now that your Google Sheets trigger is set up, it’s time to send the data to MyPipeline CRM. In Pabbly Connect, select MyPipeline CRM as the action application. The action event you will choose is ‘Create Contact’. This will allow you to add new leads directly into your CRM. using Pabbly Connect

To connect to MyPipeline CRM, click on ‘Add New Connection’. You will need to provide an API token from your MyPipeline account. Navigate to MyPipeline CRM, go to Settings, and find your API token in the Business Info section. Copy this token and paste it into Pabbly Connect to establish the connection.

• Map the fields from Google Sheets to MyPipeline CRM.
• For example, map the ‘Name’ field from Google Sheets to the ‘First Name’ in MyPipeline.
• You can also map the email ID and phone number accordingly.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This will test the integration and add the lead to your MyPipeline CRM.

4. Finalizing the Automation Setup in Pabbly Connect

After testing the integration, you should check your MyPipeline CRM to ensure the lead has been added successfully. Refresh your CRM and verify that the details from Google Sheets appear correctly. This confirms that the integration via Pabbly Connect is functioning as intended.

To finalize the setup, return to the Pabbly Connect workflow and ensure that the ‘Send On Event’ option is checked in the Pabbly Connect Webhooks settings. This allows any new data added to Google Sheets to be automatically sent to MyPipeline CRM without further manual intervention.

Now, every time a new lead is added to your Google Sheet, it will be automatically synced to MyPipeline CRM, streamlining your lead management process. This automation frees you from repetitive tasks, allowing you to focus on converting leads into customers.

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of syncing leads from Google Sheets to MyPipeline CRM. By following the steps outlined, you can efficiently manage leads without manual data entry, enhancing productivity and ensuring timely follow-ups.

With Pabbly Connect, integrating your Google Sheets with MyPipeline CRM becomes a seamless experience, allowing you to focus on what truly matters—growing your business.