How to Send Data from Multiple Sheets of Google Spreadsheet to Single Workflow of Pabbly Connect

Learn how to seamlessly integrate multiple Google Sheets into a single workflow using Pabbly Connect, enabling automated data management across platforms. 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. Accessing Pabbly Connect for Integration

To begin sending data from multiple sheets to a single workflow using Pabbly Connect, first navigate to the Pabbly Connect website. You can do this by typing ‘Pabbly.com/connect’ in your browser. Upon reaching the landing page, you will need to create an account if you don’t have one yet. The account creation is free, and you will receive 100 free tasks to get started with automation.

Once your account is created, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate a new workflow. You will be prompted to name your workflow, for instance, ‘Connect Multiple Sheets with Single Workflow of Pabbly Connect.’ This naming helps in identifying your workflow easily in the future.

2. Setting Up Google Sheets as Trigger in Pabbly Connect

In the Pabbly Connect interface, the next step is to set up Google Sheets as your trigger application. For this, select Google Sheets from the trigger app options. The trigger event should be set to ‘New or Updated Spreadsheet Row’ to capture any new leads added to your sheets. This will allow Pabbly Connect to monitor changes in your Google Sheets.

• Select Google Sheets as the trigger app.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, open your Google Sheets and install the Pabbly Connect Webhooks add-on if you haven’t done so. Once installed, go to Extensions > Pabbly Connect Webhooks > Initial Setup and paste the webhook URL into the designated field. This connects your Google Sheets to Pabbly Connect, enabling automatic data transfer.

3. Testing the Integration with Sample Data

After setting up the connection, it’s crucial to test the integration to ensure that everything is functioning correctly. In your Google Sheets, add a test entry in the relevant columns and click on the ‘Send Test’ button within the Pabbly Connect interface. This action will send the sample data to Pabbly Connect for verification.

• Add a new row in your Google Sheets with test data.
• Click on ‘Send Test’ in Pabbly Connect to verify the data transfer.
• Check the response in Pabbly Connect to ensure data was received correctly.

Once the test data is sent successfully and verified, you can proceed to set up additional sheets in the same workflow. Repeat the process for each Google Sheet you want to connect, ensuring that you use the same webhook URL for all sheets.

4. Routing Data to Different Applications Using Pabbly Connect

With the data from multiple Google Sheets now being captured by Pabbly Connect, the next step is to route this data to different applications like HubSpot and Mailchimp. This is achieved by adding a router in your workflow. The router will help you define specific actions based on the data source.

Add a router step in your Pabbly Connect workflow. Set conditions based on the sheet name (e.g., if the sheet name is ‘Pabbly Email Marketing’). For each condition, specify the corresponding action (e.g., send data to HubSpot or Mailchimp).

This routing feature allows you to send leads from each Google Sheet to different CRM systems based on the sheet data. For example, leads from the ‘Pabbly Email Marketing’ sheet can be directed to LeadSquared, while those from the ‘Pabbly Subscription Billing’ sheet can be sent to HubSpot.

5. Finalizing the Automation Workflow in Pabbly Connect

After setting up the routing conditions, finalize your automation workflow by ensuring all actions are correctly configured. Test each route by adding new data to your Google Sheets and verifying that the data is sent to the correct CRM applications. This is crucial for ensuring that your workflow operates smoothly.

Remember to save your workflow changes in Pabbly Connect and enable the automation. Once enabled, your automation will run in real-time, sending data from your Google Sheets to the designated CRM applications without any manual intervention.

With this setup, you can automate data management across multiple applications efficiently. This integration not only saves time but also enhances productivity by reducing manual data entry tasks.

Conclusion

In conclusion, using Pabbly Connect allows you to seamlessly send data from multiple Google Sheets to a single workflow. This integration enhances your ability to manage leads across various platforms, such as HubSpot and Mailchimp, automating the entire process. By following the steps outlined in this tutorial, you can streamline your data management tasks effectively.