Integrate Google Contacts with Pipedrive Using Pabbly Connect

Learn how to seamlessly integrate Google Contacts with Pipedrive using Pabbly Connect. Automate your CRM processes effortlessly! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Contacts with Pipedrive, first, access Pabbly Connect. Go to the Pabbly website and click on ‘Sign Up for Free’ if you don’t have an account, or ‘Sign In’ if you do.

After logging in, you will be directed to your dashboard. Here, you can create a new workflow by clicking on the big blue button labeled ‘Create Workflow’. This is where the integration process begins, and Pabbly Connect will handle the automation.

2. Creating a Workflow in Pabbly Connect

Once you’ve clicked ‘Create Workflow’, name your workflow something descriptive, like ‘Create a Person in Pipedrive from Google Contacts’. This title helps you identify the workflow later on.

In this workflow, you will set up a trigger and an action. The trigger will be from Google Contacts, specifically selecting ‘New or Updated Contact’. The action will be to create a person in Pipedrive. This is where Pabbly Connect shines by automating the process of transferring data from Google Contacts to Pipedrive.

• Select ‘Google Contacts’ as the trigger application.
• Choose ‘New or Updated Contact’ as the trigger event.
• Link your Google account to Pabbly Connect.

After selecting the trigger, you will need to connect your Google account to Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’, and sign in with your Google account. This step allows Pabbly Connect to access your Google Contacts.

3. Setting Up Pipedrive as the Action Application

Next, you will set Pipedrive as the action application in your workflow. Click on the action box and select Pipedrive. The action event will be to create a person. This is crucial as it allows Pabbly Connect to transfer the data from Google Contacts to Pipedrive.

To connect Pipedrive, click on ‘Add New Connection’. You will need to provide an API token from your Pipedrive account. To find this token, log into Pipedrive, navigate to ‘Settings’, then ‘Personal Preferences’, and finally click on ‘API’. Copy the token and paste it back into Pabbly Connect.

• Log into your Pipedrive account.
• Navigate to ‘Settings’, then ‘Personal Preferences’, and find the ‘API’ section.
• Generate a new API token and copy it.

After entering the API token, click ‘Save’. This connection allows Pabbly Connect to create new contacts in Pipedrive automatically.

4. Mapping Data from Google Contacts to Pipedrive

With both applications connected, it’s time to map the data fields from Google Contacts to Pipedrive. This step is essential for ensuring that the correct information is transferred. You will see various fields that need to be filled out in Pipedrive.

For mapping, click on each field in Pipedrive and select the corresponding data from the Google Contacts response captured by Pabbly Connect. For example, map the name, email address, and phone number fields accordingly. This mapping process ensures that every new contact added to Google Contacts will be accurately reflected in Pipedrive.

Map the name field from Google Contacts to Pipedrive. Link the email address and phone number fields. Ensure all required fields in Pipedrive are filled.

After completing the mapping, click on ‘Save and Send Test Request’. This will send a test contact to Pipedrive, allowing you to verify that the integration works correctly. If successful, you will see the newly created contact in your Pipedrive account.

5. Verifying the Integration in Pipedrive

To confirm that your integration is successful, return to your Pipedrive account and check the contacts section. You should see the new contact created from the data you entered in Google Contacts. This step is crucial as it validates that Pabbly Connect has successfully automated the process.

If everything appears correctly, click ‘Save’ in Pabbly Connect to finalize your workflow. This integration ensures that every time you add a new contact in Google Contacts, it will automatically create a corresponding person in Pipedrive, streamlining your CRM processes.

By utilizing Pabbly Connect, you can automate this process without manually entering contact details in Pipedrive, saving you time and effort.

Conclusion

In this tutorial, we explored how to integrate Google Contacts with Pipedrive using Pabbly Connect. By following these steps, you can automate the addition of new contacts to your CRM, enhancing efficiency and productivity.

Utilizing Pabbly Connect for this integration not only simplifies the process but also ensures that your contact data is always up-to-date across both platforms. Start automating your workflows today to save time and reduce manual errors!