Integrate Google Sheets with Helpwise Using Pabbly Connect

Learn how to create contacts in Helpwise from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and Helpwise Integration

To begin the integration process between Google Sheets and Helpwise, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabbl.com and signing up for a free account if you are a new user. This setup will allow you to automate workflows effectively.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow to connect your Google Sheets with Helpwise. Click on the plus sign to create a new workflow and name it something relevant, like ‘Create Contact in Helpwise from Google Sheets’. This will set the stage for the automation process.

2. Setting Up Google Sheets as the Trigger in Pabbly Connect

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the trigger application options and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that every time a new contact detail is added to your Google Sheets, it will trigger the automation.

• Open the trigger window and select Google Sheets.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the provided webhook URL for later use.

After setting up the trigger, you will need to configure the Google Sheets add-on. Go to your Google Sheets, click on Extensions, and select Add-ons. Search for Pabbly Connect Webhooks and install it. Remember to refresh your Google Sheets after installation to ensure it works correctly.

3. Configuring the Webhook in Google Sheets for Pabbly Connect

Now that you have copied the webhook URL from Pabbly Connect, it’s time to paste it into your Google Sheets. Click on Extensions, then Pabbly Connect Webhooks, and select Initial Setup. Here, paste the webhook URL and specify the trigger column that will send data to Pabbly Connect.

For example, if your data spans from column A to E, set the trigger column as E. After pasting the URL and setting the trigger column, click on Send Test. This will ensure that the data is being captured correctly. Once the test is successful, click on Submit to finalize your setup.

4. Setting Up Helpwise as the Action in Pabbly Connect

With Google Sheets configured, it’s time to set Helpwise as the action application in Pabbly Connect. Select Helpwise from the action application options and choose the action event as ‘Create Contact’. This action will allow you to create new contacts in Helpwise based on the data received from Google Sheets.

• Click on Connect and then Add New Connection.
• Enter your Helpwise API key and secret in the required format.
• Map the fields from Google Sheets to Helpwise, including email, first name, last name, and job title.

After mapping all necessary fields, click on Save and Send Test Request. If successful, you will receive a confirmation that a new contact has been created in Helpwise.

5. Testing the Integration Between Google Sheets and Helpwise

Once you have set up both the trigger and action in Pabbly Connect, it’s time to test the integration. Go back to your Google Sheets and add a new row with contact details. For instance, enter a company name, first name, last name, email, and job title.

After entering the details, refresh your Helpwise account to see if the new contact appears. If everything is set up correctly, you should see the new contact created in Helpwise, confirming that the integration is functioning as intended. This automation will save you time by automatically adding new contacts from Google Sheets to Helpwise without manual input.

Conclusion

In this tutorial, we have demonstrated how to create a contact in Helpwise from Google Sheets using Pabbly Connect. By following these steps, you can automate the process of adding new contacts, enhancing your workflow efficiency. Integrating Google Sheets with Helpwise through Pabbly Connect streamlines your data management efforts effectively.