How to Create Airtable Records for New or Updated Google Contacts Using Pabbly Connect

Learn how to automate the creation of Airtable records for new or updated Google Contacts with Pabbly Connect in this detailed tutorial. 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 Google Contacts Integration

To begin the automation process, you will need to access Pabbly Connect. This platform facilitates the integration between Google Contacts and Airtable. Start by signing up for a free account on the Pabbly Connect dashboard.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Google Contacts to Airtable’, and then click on ‘Create’. This initiates a new workflow where you can set up triggers and actions.

2. Connecting Google Contacts as the Trigger in Pabbly Connect

In this step, you will connect your Google Contacts to Pabbly Connect. In the trigger window, select Google Contacts from the app list. For the trigger event, choose ‘New or Updated Contact’ from the dropdown menu.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Sign in with your Google account and grant necessary permissions.
• Once connected, click on ‘Save and Send Test Request’ to fetch the latest contact details.

After completing these steps, the details of the most recent contact from Google Contacts will be available in Pabbly Connect, enabling further actions.

3. Searching for Existing Records in Airtable Using Pabbly Connect

Next, you will set up an action step in Pabbly Connect to search for existing records in Airtable. Select Airtable as the app and choose ‘Search Record’ as the action event.

To connect your Airtable account, you will need to enter your API token. Follow the instructions in the Help section to generate this token from your Airtable account. After connecting, select the base and table where you want to search for the contact.

• Choose the base named ‘Project Data’ and the table named ‘Contacts’.
• Select the field name to search by, either using mobile number or email address.
• Map the search value by selecting the corresponding field from the Google Contacts response.

After mapping, click on ‘Save and Send Test Request’ to verify if the contact exists in Airtable. This step is crucial for determining whether to update or create a new record.

4. Updating or Creating Records in Airtable via Pabbly Connect

If the search confirms the contact exists, you will update the record in Airtable. Use the ‘Update Record’ action event in Airtable, and map the fields from the Google Contacts response to the respective Airtable fields.

In cases where the contact does not exist, you will set up a second route using the router feature in Pabbly Connect. This allows you to create a new record in Airtable. Select ‘Create Record’ as the action event and map the necessary fields.

Map the first name, last name, email address, mobile number, and company name from Google Contacts. Ensure all fields are correctly mapped before saving the changes. Click on ‘Save’ to finalize the record creation.

With these configurations, Pabbly Connect ensures that your Airtable records are always up-to-date with your Google Contacts.

5. Testing the Integration Between Google Contacts and Airtable

After setting up the entire workflow, it’s essential to test the integration. Create a new contact in Google Contacts and wait a few minutes for Pabbly Connect to process the information.

Check your Airtable database to see if the new contact has been added. If the contact already exists, verify that the updated information reflects correctly. This testing phase confirms that Pabbly Connect is functioning as intended.

In summary, this integration allows you to seamlessly manage your contacts across platforms, reducing redundancy and enhancing productivity. By automating these processes, you can save time and effort.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create and update Airtable records based on Google Contacts. This automation streamlines contact management, ensuring that your records are always accurate and up-to-date.