How to Automatically Import Contacts from Google Sheets into Zoho CRM

Learn how to automatically import contacts from Google Sheets to Zoho CRM using Pabbly Connect with this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automatically import contacts from Google Sheets into Zoho CRM, you need to start with Pabbly Connect. This platform enables seamless integration between various applications without any coding required.

First, visit the Pabbly Connect website and sign up for a free account. Once you’re signed in, navigate to the dashboard where you can create a new workflow. This workflow will facilitate the connection between Google Sheets and Zoho CRM.

2. Creating Your Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a workflow that will automate the process. Click on the ‘Create Workflow’ button and name your workflow something like ‘Automatically Import Contacts from Google Sheets to Zoho CRM’. using Pabbly Connect

• Click on the ‘Create’ button to initiate the workflow.
• Select ‘Google Sheets’ as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

After setting up the trigger, you will need to connect your Google Sheets account with Pabbly Connect. This step is crucial as it allows Pabbly Connect to access your Google Sheets data.

3. Configuring Google Sheets in Pabbly Connect

Once you have connected Google Sheets, the next step is to configure the trigger settings. You will need to select the specific spreadsheet and worksheet that contains the contact data you want to import. using Pabbly Connect

After selecting the correct sheet, test the trigger to ensure that Pabbly Connect can fetch the data correctly. This step is essential to confirm that the integration is working as intended.

• Enter the URL of your Google Sheet in the provided field.
• Select the column that will trigger the import, typically the last column with data.

After testing, you should see a confirmation that the data has been successfully fetched. This ensures that Pabbly Connect is properly set up to monitor your Google Sheets for any new entries.

4. Setting Up Zoho CRM Integration with Pabbly Connect

Now that your Google Sheets is set up, the next step involves integrating Zoho CRM into your workflow. In Pabbly Connect, select Zoho CRM as the action application. using Pabbly Connect

Choose the action event as ‘Insert or Update Contact’. This allows you to create a new contact in Zoho CRM whenever a new entry is added to Google Sheets. You will then need to connect your Zoho CRM account to Pabbly Connect.

Input your Zoho CRM domain name. Authorize Pabbly Connect to access your Zoho CRM account.

Once connected, map the fields from Google Sheets to the corresponding fields in Zoho CRM. This mapping ensures that the data is accurately transferred from Google Sheets to Zoho CRM.

5. Testing and Finalizing the Integration

After mapping the fields, it’s time to test the integration. Pabbly Connect allows you to send test data to Zoho CRM to verify that everything is functioning correctly. Click on the ‘Send Test Request’ button to initiate this process. using Pabbly Connect

If the test is successful, you should see the new contact appear in your Zoho CRM account. This confirms that the integration is working as intended and that contacts are being automatically imported from Google Sheets.

Finally, make sure to turn on the workflow in Pabbly Connect so that the automation runs continuously. This will ensure that every new entry in Google Sheets is captured and sent to Zoho CRM automatically.

Conclusion

Using Pabbly Connect, you can easily automate the process of importing contacts from Google Sheets into Zoho CRM. This integration saves time and ensures that your CRM is always up-to-date with the latest client information, enhancing your business efficiency.