How to Create New Leads in Kartra from Google Sheets Using Pabbly Connect

Learn how to automate lead creation in Kartra from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create new leads in Kartra from Google Sheets, you first need to access Pabbly Connect. Start by opening your browser and navigating to Pabbly.com/connect. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once you have signed in, you will reach the Pabbly Connect dashboard. Click on ‘Create Workflow’ and give your workflow a name, for example, ‘Google Sheets to Kartra’. After naming your workflow, click ‘Create’ to open the workflow interface.

2. Setting Up the Trigger in Pabbly Connect

In the workflow interface, you will see two windows: the trigger and action windows. The trigger is essential as it initiates the automation. In the trigger window, search for ‘Google Sheets’ and select it. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This setup allows Pabbly Connect to monitor your Google Sheets for new leads. using Pabbly Connect

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

After copying the webhook URL, navigate to your Google Sheet. Click on ‘Extensions’, then ‘Add-ons’ and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to ensure the add-on is active.

3. Configuring Google Sheets with Pabbly Connect

Once your Google Sheet is refreshed, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’. Click on ‘Initial Setup’. In the dialog box that appears, select your sheet, paste the webhook URL you copied earlier, and specify the trigger column, which is the last column with data.

For example, if your last data entry column is D, enter ‘D’ as the trigger column. After setting this up, click ‘Submit’. This action tells Google Sheets to send data to Pabbly Connect whenever a new row is added.

4. Setting Up the Action to Create Leads in Kartra

Now that the trigger is set, it’s time to configure the action. In the action window of your workflow, search for ‘Kartra’ and select it. For the action event, choose ‘Create Lead’. Click on ‘Connect’ and select ‘Add New Connection’. You will need your Kartra API key and password for this connection. using Pabbly Connect

• Log into your Kartra account and navigate to ‘My Integrations’.
• Click on ‘API’ and copy your API key and password.
• Paste these into Pabbly Connect to establish the connection.

After successfully connecting, you will map the lead details from Google Sheets to Kartra. For instance, map the email address, first name, last name, and phone number from the responses received in Pabbly Connect to the respective fields in Kartra.

5. Testing the Integration Between Google Sheets and Kartra

With the mapping complete, it’s time to test your integration. Go back to your Google Sheet and add a new row with lead details, such as a name, email address, and phone number. Once you add this information, Pabbly Connect will capture the data and send it to Kartra.

Check your Kartra account under ‘My Communications’ to confirm the new lead has been added. If the automation is set up correctly, you will see the new lead reflect in your Kartra account immediately after entering the details in Google Sheets.

This entire process demonstrates how Pabbly Connect streamlines the automation of lead creation from Google Sheets to Kartra, saving you time and effort.

Conclusion

In this tutorial, we explored how to automate the creation of new leads in Kartra from new rows in Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage your leads without manual entry, enhancing productivity and accuracy.