Automatically Create New Contacts in Zoho CRM from Google Sheets Using Pabbly Connect

Learn how to automatically create new contacts in Zoho CRM from Google Sheets using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically create new contacts in Zoho CRM from Google Sheets, you first need to access Pabbly Connect. Start by visiting Pabbly.com and signing in to your account.

Once logged in, navigate to the dashboard where you can see various Pabbly applications. Click on Pabbly Connect to begin the integration process. This platform will facilitate the connection between your Google Sheets and Zoho CRM.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to name your workflow.

• Enter a name for your workflow, e.g., ‘Automatically Create New Contacts in Zoho CRM from Google Sheets’.
• Select the folder where you want to save this workflow.

After naming your workflow, you will need to set up a trigger. This trigger will initiate the process whenever a new lead is added to your Google Sheets. Click on the ‘Add Trigger’ button to proceed.

3. Setting Up the Trigger with Google Sheets

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select Google Sheets as your trigger application. Then, choose the event as ‘New or Updated Spreadsheet Row’.

Click on the ‘Connect’ button to link your Google Sheets account. You will be provided with a webhook URL, which you will use to connect your Google Sheets with Pabbly Connect. Copy this URL for the next step.

• Open your Google Sheets and navigate to Extensions.
• Select Add-ons and search for Pabbly Connect Webhooks.
• Install the add-on and set it up using the copied webhook URL.

Ensure that you set the trigger column correctly to capture all necessary data. Once configured, you can test the trigger to confirm that it is working as expected.

4. Setting Up the Action in Zoho CRM

Now that your trigger is set, the next step is to set up the action that will create a new contact in Zoho CRM using Pabbly Connect. Select Zoho CRM as your action application and choose the event as ‘Create Contact’.

Connect your Zoho CRM account by providing the necessary credentials. Once connected, you will need to map the data fields from your Google Sheets to the corresponding fields in Zoho CRM. This ensures that the correct information is transferred.

Map the first name, last name, email, and phone number fields from Google Sheets. Leave any optional fields blank if not needed.

After mapping the fields, click on the ‘Save’ button to finalize your action setup. This will complete the integration between Google Sheets and Zoho CRM using Pabbly Connect.

5. Testing the Integration

The final step is to test the integration to ensure that everything is functioning correctly. Go back to your Google Sheets and add a new lead with all the required details.

Once you have added the lead, check your Zoho CRM account. Refresh the page to see if the new contact has been created successfully. If everything is set up correctly, you should see the new contact with all the details you entered in Google Sheets.

With Pabbly Connect, you have successfully automated the process of creating new contacts in Zoho CRM from Google Sheets. This integration streamlines your workflow and ensures that you never miss a follow-up opportunity.

Conclusion

In this tutorial, we explored how to automatically create new contacts in Zoho CRM from Google Sheets using Pabbly Connect. By following the steps outlined, you can streamline your lead management process effectively.

Utilizing Pabbly Connect allows you to automate tedious tasks, ensuring that your CRM is always up-to-date with the latest information from your Google Sheets.