How to Automatically Create Odoo Contacts from Google Sheets

Learn how to automatically create Odoo contacts from Google Sheets using Pabbly Connect with this step-by-step tutorial. Simplify your workflow today! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the creation of Odoo contacts from Google Sheets, you first need to access Pabbly Connect. Visit pabby.com/connect in your web browser. You will see options to sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up Free’ to get 100 free tasks each month. Existing users can simply sign in. After signing in, you will be directed to the Pabbly app dashboard where you can access Pabbly Connect by clicking on ‘Access Now’.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create’ button to start building your workflow. You will be prompted to choose between the new beta version or the classic version. Select the beta version for a more modern experience.

• Click on the ‘Select’ button for the beta version.
• Name your workflow as ‘Automatically Create Odoo Contacts from Google Sheets’.
• Choose a folder for your workflow, for example, ‘Contacts’.

After naming your workflow and selecting the folder, click on the ‘Create’ button to proceed. This sets up the workflow environment where you will define the trigger and action.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your automation. Since we want to capture new leads from Google Sheets, select ‘Google Sheets’ as your trigger application and choose ‘New or Updated Spreadsheet Row’ as the event.

Click on ‘Connect’ to establish a connection. You will receive a webhook URL that you will use to link your Google Sheets with Pabbly Connect. Copy this URL and head over to your Google Sheets.

• Install the ‘Pabbly Connect Webhooks’ add-on from the Google Workspace Marketplace.
• Once installed, refresh your Google Sheets.
• Go to Extensions > Pabbly Connect Webhooks > Initial Setup.

In the initial setup, paste the webhook URL and set the trigger column (for instance, column C). Click on ‘Submit’ to finalize the setup. This allows Pabbly Connect to capture data from your Google Sheets whenever a new lead is added.

4. Setting Up Action in Pabbly Connect

After configuring the trigger, it’s time to set up the action step. Select ‘Odoo’ as your action application and choose ‘Create Lead’ as the event. Click on ‘Connect’ and select ‘Add a New Connection’ to link your Odoo account with Pabbly Connect.

You will need to provide your Odoo domain, database name, email address, and API key. To retrieve these details:

Copy your Odoo domain from the URL. Find your database name in your Odoo account under ‘My Profile’ > ‘My Databases’. Generate an API key from ‘My Preferences’ > ‘Security’ in Odoo.

Once you have added all the required information, click on ‘Save and Send Request’. This will establish a successful connection, enabling Pabbly Connect to send lead data from Google Sheets to Odoo.

5. Testing and Using the Automation

With the workflow set up, it’s essential to test the automation. Add a new lead in your Google Sheets and check Odoo to see if the lead appears. If everything is configured correctly, you should see the new lead created in your Odoo account.

Additionally, you can send all existing leads from Google Sheets to Odoo using the same automation. Just select ‘Send All Data’ from the Pabbly Connect Webhooks options in Google Sheets. This feature allows you to create multiple contacts at once in Odoo, simplifying the process significantly.

In summary, using Pabbly Connect allows you to seamlessly integrate Google Sheets with Odoo, automating the lead creation process efficiently. This integration saves time and reduces manual errors, making your workflow much more effective.

Conclusion

In this tutorial, we explored how to automatically create Odoo contacts from Google Sheets using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and enhance productivity. Start automating today with Pabbly Connect!