Integrate simPRO Company Details with Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate simPRO company details into Google Sheets using Pabbly Connect with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating simPRO company details into Google Sheets, you first need to access Pabbly Connect. Simply navigate to the Pabbly website and click on the ‘Connect’ option. If you are a new user, sign up for a free account to get started with 100 free tasks.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Add New simPRO Company Details to Google Sheets.’ This will help you easily identify the workflow later.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger application in Pabbly Connect. In this case, the trigger application is simPRO. Choose ‘New Company Customer’ as the event that will initiate the workflow. This means that every time a new company customer is created in simPRO, the workflow will run.

• Select the trigger application: simPRO
• Choose the trigger event: New Company Customer
• Copy the provided webhook URL for integration

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL acts as a bridge between simPRO and Pabbly Connect, allowing data to be sent when a new company customer is created. Copy this URL, as you will need it for the next step in simPRO.

3. Configuring simPRO for Webhook Integration

Now, log in to your simPRO account to set up the webhook integration. Navigate to the settings and locate the API section. Here, you will find the option for webhook subscriptions. Click on ‘Create Subscription’ to start the setup process.

In the subscription setup, you will need to provide a name for the subscription, such as ‘Test123,’ and add the previously copied webhook URL from Pabbly Connect. Ensure that the event for ‘Company Customer Created’ is toggled on to allow data to be sent to the webhook.

4. Testing the Integration with Pabbly Connect

After configuring the webhook in simPRO, it’s time to test the integration. Go back to Pabbly Connect and create a new company customer in simPRO. Fill in the necessary details such as company name, website, email address, and phone number, and save the customer.

• Create a new company customer in simPRO
• Fill in required fields and save
• Check Pabbly Connect for API response

Once the customer is saved, return to Pabbly Connect to check if the API response has been received. This response will include the company ID and other details about the new customer, confirming that the integration is working correctly.

5. Adding Company Details to Google Sheets

With the integration confirmed, the final step is to add the new company details to Google Sheets. In Pabbly Connect, set up another action step and select Google Sheets as the action application. Choose the event ‘Add New Row’ to insert the customer details into the spreadsheet.

Authorize Pabbly Connect to access your Google Sheets account and select the appropriate spreadsheet. Map the data fields from the previous steps to the corresponding columns in your Google Sheets, such as company name, contact number, and email address.

Conclusion

In this tutorial, we detailed how to integrate simPRO company details into Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process of adding new customers to your Google Sheets effortlessly. This integration not only saves time but also ensures accurate data management.