Integrating Clientjoy CRM Leads to Google Sheets Using Pabbly Connect

Learn how to integrate Clientjoy CRM leads to Google Sheets in real-time using Pabbly Connect. This step-by-step tutorial covers all necessary actions and settings. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Clientjoy CRM leads into Google Sheets, you will need to use Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Create a free account to access the automation features and connect your applications seamlessly.

Once you have signed in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow for the integration process. Click on the blue button to start setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to connect Clientjoy CRM and Google Sheets. Name your workflow something descriptive, like ‘Sync Clientjoy Leads with Google Sheets in Real-Time’. After naming, click on the Create button to proceed.

• Click on the Trigger option to select the application that will start the automation.
• Choose Clientjoy CRM as the trigger application.
• Select the event as ‘New Lead’ to trigger the workflow when a new lead is added.

After setting the trigger, you will need to connect your Clientjoy account to Pabbly Connect. Click on the Connect button and provide the necessary account access. Once connected, proceed to save and send a test request to ensure everything is working correctly.

3. Testing the Trigger with Clientjoy CRM

After connecting Clientjoy CRM to Pabbly Connect, it’s essential to test the trigger. Click on the ‘Save and Send Test Request’ button. This action prompts you to create a test lead in Clientjoy so that Pabbly Connect can capture the data.

Go to your Clientjoy CRM account and manually add a new lead with dummy details. For example, use a name like ‘Dummy User’, an email like ‘[email protected]’, and a phone number. After saving this lead, return to Pabbly Connect to see if the lead details have been captured successfully.

4. Adding Data to Google Sheets via Pabbly Connect

Now that you have successfully tested the trigger, it’s time to add the lead data to Google Sheets using Pabbly Connect. In the action step, select Google Sheets as the application where the lead data will be sent.

• Choose the action event as ‘Add New Row’ to insert the captured lead data into your spreadsheet.
• Connect your Google Sheets account by clicking on the Connect button and granting access.
• Select the spreadsheet you created for storing leads, ensuring it matches the columns defined in your workflow.

Once connected, map the fields from the Clientjoy lead data to the corresponding columns in Google Sheets, such as name, email, phone number, and lead status. After mapping, click on ‘Save and Send Test Request’ to confirm that the data is being added correctly.

5. Finalizing Your Automation Setup

With the data now being sent to Google Sheets, you can finalize your automation setup in Pabbly Connect. Test the integration by adding another lead in Clientjoy CRM. Check your Google Sheets to confirm that the new lead appears automatically.

Once everything is functioning as expected, you can close Pabbly Connect. The automation will run in the background, ensuring that all new leads from Clientjoy are added to Google Sheets without manual intervention.

This integration saves time and ensures that your leads are organized in one place, enhancing your business operations.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Clientjoy CRM leads into Google Sheets automatically. By following the steps outlined, you can streamline your lead management process and ensure your data is always up-to-date.