Learn how to automate contact creation in INBOX from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Google Sheets INBOX Integration
To begin the process of creating contacts in INBOX from Google Sheets, you first need to access Pabbly Connect. Start by visiting Pabbly.com, where you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to create an account in just two minutes.
Once you have logged into Pabbly Connect, you will be directed to the dashboard. Here, you can create a workflow by clicking on the plus sign and selecting ‘Create Workflow’. Name your workflow as ‘Google Sheets to INBOX Integration’ to keep your tasks organized.
2. Setting Up the Trigger in Pabbly Connect
The next step involves setting up the trigger for your integration. In the workflow setup, you will see a trigger window. Select Google Sheets as your application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This will ensure that every time you add a new contact in Google Sheets, it will trigger the workflow.
- Choose Google Sheets as the application.
- Select the trigger event as New or Updated Spreadsheet Row.
- Copy the provided webhook URL for later use.
After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL needs to be integrated into your Google Sheets to facilitate the data transfer. Follow the instructions given by Pabbly Connect to set up the webhook correctly.
3. Integrating Google Sheets with Pabbly Connect
To integrate your Google Sheets with Pabbly Connect, go to your Google Sheets, navigate to Extensions, then click on Add-ons, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets to ensure it’s active.
Next, go back to Extensions, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier. Set the trigger column to the final column where data will be added, such as Column C for first name, last name, and email address. Click on ‘Send Test Data’ to ensure everything is configured correctly.
4. Setting Up the Action to Create Contacts in INBOX
After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. Choose INBOX as your action application and select ‘Add Contact to Contact List’ as the action event. Click on connect and then select ‘Add New Connection’ to input your INBOX username and password.
Once connected, you will need to map the details from the trigger response to the action fields. For example, map the email address, first name, and last name from the Google Sheets data to the corresponding fields in INBOX. After mapping, click on ‘Save and Send Test Request’ to verify that the contact has been added successfully.
5. Testing the Integration for Success
To ensure that your integration is working as intended, go back to your Google Sheets and add a new contact. For instance, enter a first name, last name, and email address. After saving the new entry, refresh your INBOX account to see if the new contact appears in the specified contact list.
If everything is set up correctly, you should see the new contact listed in your INBOX account. This confirms that Pabbly Connect is effectively integrating Google Sheets with INBOX, allowing for seamless automation of contact creation.
Conclusion
In this tutorial, we demonstrated how to create contacts in INBOX from Google Sheets using Pabbly Connect. This integration automates the process of adding new contacts, enhancing your productivity and efficiency. With Pabbly Connect, you can easily manage your contacts and streamline your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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