How to Add Sent Proposal Details to Google Sheets Using Pabbly Connect

Learn how to automate adding sent proposal details to Google Sheets using Pabbly Connect. Follow our detailed tutorial to streamline your workflow. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To add sent proposal details to Google Sheets, you first need to set up Pabbly Connect. Visit the Pabbly website and sign in or create a free account to get started. Pabbly Connect offers free tasks every month, making it accessible for everyone.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow as ‘Fresh Proposals to Google Sheets’. This step is crucial as it initiates the automation process that connects Fresh Proposals with Google Sheets through Pabbly Connect.

2. Configuring the Trigger with Fresh Proposals

The next step involves setting up the trigger in Pabbly Connect. Search for ‘Fresh Proposals’ as your trigger application. Select the event ‘Proposal Sent’ to capture when a proposal is sent to a client. This action will be the starting point of your automation.

• Connect your Fresh Proposals account by adding a new connection.
• You will need an API key, which can be found under the Integrations section in your Fresh Proposals account.
• Copy the API key and paste it into Pabbly Connect to establish the connection.

After saving the connection, perform a test by sending a dummy proposal to ensure that Pabbly Connect captures the necessary details from Fresh Proposals.

3. Setting Up the Action to Google Sheets

With the trigger successfully configured, the next step is to set up the action in Pabbly Connect. Select ‘Google Sheets’ as your action application and choose the event ‘Add a New Row’. This allows you to automatically add details from the sent proposal into your designated Google Sheets.

Connect your Google account by adding a new connection. Since you are already logged in, you can skip the credentials step. Once connected, select the spreadsheet where you want to store the proposal details. In this case, it should be named ‘Fresh Proposals Detail’.

4. Mapping Proposal Details to Google Sheets

Now, it’s time to map the proposal details captured from Fresh Proposals into Google Sheets using Pabbly Connect. In the mapping section, you will find fields for proposal name, number, client first name, last name, and proposal price. Each of these fields should be populated with the corresponding data from your trigger step.

• Map the proposal name to the corresponding field in Google Sheets.
• Include the client’s first and last name, as well as the proposal price.
• Ensure to map the sent date correctly by formatting it as required.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This will verify that the data is correctly sent to Google Sheets.

5. Finalizing the Integration Process

To complete the integration process, check your Google Sheets to confirm that the proposal details have been successfully added. You should see all the mapped fields populated with the correct data, including the proposal name, number, client details, and price.

This successful integration demonstrates how Pabbly Connect effectively automates the workflow between Fresh Proposals and Google Sheets, ensuring that all sent proposal details are recorded without manual effort. From now on, each new proposal sent will automatically update your Google Sheets.

Conclusion

By following this tutorial, you can easily automate adding sent proposal details to Google Sheets using Pabbly Connect. This integration streamlines your workflow and ensures accurate record-keeping for all proposals sent to clients.