How to Save INBOX Contact Details to Google Sheets Using Pabbly Connect

Learn how to integrate INBOX with Google Sheets using Pabbly Connect. Follow this step-by-step tutorial to automate your contact management process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To save INBOX contact details to Google Sheets, you will first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can easily create an account by clicking on the ‘Sign up for free’ button. Once logged in, navigate to the all apps section and select Pabbly Connect.

After entering the dashboard, you will see a plus sign to create a new workflow. Click on this plus sign and name your workflow as ‘INBOX to Google Sheets Integration’. This name can be customized as per your requirement. After naming the workflow, click on the ‘Create’ button to proceed.

2. Setting Up Trigger in Pabbly Connect

In this section, you will set up the trigger for your integration. The trigger application will be INBOX, and the trigger event will be set to ‘Contact Added’. Open the trigger window in Pabbly Connect, select INBOX as the application, and choose the trigger event as ‘Contact Edit’.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your INBOX account and navigate to settings.
• Select the webhooks option and create a new webhook.

Paste the copied webhook URL into the designated field, select the trigger as ‘Contact Added’, and provide a description for the webhook. After saving the webhook, return to Pabbly Connect to capture the response. You will see a prompt indicating that a response has been received, confirming that the setup is successful.

3. Capturing Contact Details from INBOX

Next, you will capture the contact details from INBOX. To do this, you need to create a new contact in your INBOX account. This will generate a test submission that Pabbly Connect can capture. Fill out the subscriber form with the contact’s information, including first name, last name, and email address.

Once the form is submitted, go back to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This action will allow Pabbly Connect to fetch the details of the newly created contact. Ensure that the response includes the contact’s email address, which will be used in the next step.

• Select the action window in Pabbly Connect.
• Choose INBOX again as the application and set the action event to ‘Get Contact’.
• Map the email address from the trigger response to retrieve the contact details.

After mapping the email address, click on ‘Save and Send Test Request’ to confirm that the details are correctly retrieved. This will show you the first name and last name of the contact, which will be used in the next step for adding the details to Google Sheets.

4. Adding Contact Details to Google Sheets

Now that you have captured the contact details, it’s time to add them to Google Sheets using Pabbly Connect. To do this, you need to set up a new action step in your workflow. Click on the plus sign to add an action step, select Google Sheets as the application, and choose the action event as ‘Add New Row’.

Next, connect your Google Sheets account to Pabbly Connect. Click on ‘Add New Connection’ and authenticate your Google account. Once connected, select the specific spreadsheet where you want to store the contact details. Ensure that the sheet name is also correctly selected.

Map the first name, last name, and email address fields from the previous action response. Click on ‘Save and Send Test Request’ to check if the data is added successfully. Verify by checking your Google Sheets to see if the new row is populated with the contact details.

If the details appear correctly in your Google Sheets, you have successfully set up the integration. This automation will now ensure that every time a new contact is added in INBOX, their details will automatically populate in your Google Sheets.

5. Finalizing the Integration with Pabbly Connect

To finalize your integration, go back to Pabbly Connect and save the workflow. This ensures that all your settings are preserved. The automation you have set up is a one-time process that will run in the background, adding new contacts to Google Sheets whenever they are created in INBOX.

To test the integration, create another new contact using the subscriber form. After submitting the form, check both your INBOX account and Google Sheets to confirm that the new contact details have been added successfully.

In summary, you have learned how to integrate INBOX with Google Sheets using Pabbly Connect. This process not only saves time but also ensures accurate data management across your applications. With Pabbly Connect, you can automate numerous workflows and enhance your business operations.

Conclusion

In this tutorial, we explored how to save INBOX contact details to Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process of managing contacts efficiently. With Pabbly Connect, you can integrate various applications seamlessly, improving your workflow.