Automate Adding Leads to LeadSquared CRM from Google Sheets with Pabbly Connect

Learn how to automate adding leads from Google Sheets to LeadSquared CRM using Pabbly Connect with this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and LeadSquared

To begin automating the process of adding leads from Google Sheets to LeadSquared CRM, you first need to access Pabbly Connect. Start by navigating to your browser and entering Pabbly.com/connect. If you don’t have an account, click on ‘Sign Up Free’ to create one quickly, or log in if you already have an account.

Once logged in, click on ‘Create Workflow’ and name it something like ‘Google Sheets to LeadSquared’. This creates a new automation workflow where you will define the trigger and action steps necessary for the integration. The first step is to set up the trigger event.

2. Configuring Google Sheets Trigger in Pabbly Connect

In the trigger window of your Pabbly Connect workflow, search for and select Google Sheets as the app. For the trigger event, choose New or Updated Spreadsheet Row. This setting will capture any new leads added to your Google Sheets.

• Choose the Google Sheets app in Pabbly Connect.
• Select the trigger event as New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

After selecting the trigger event, a webhook URL will be generated. Copy this URL, as it will be used to connect your Google Sheets to Pabbly Connect. Next, open your Google Sheet, navigate to Extensions, then Add-ons, and click on Get Add-ons to find the Pabbly Connect Webhooks add-on. Install it if you haven’t already.

3. Linking Google Sheets to Pabbly Connect

After installing the Pabbly Connect Webhooks add-on, refresh your Google Sheets. Now, go to Extensions > Pabbly Connect Webhooks and select Initial Setup. In the setup dialog box, you will need to enter:

• The selected sheet from which data will be sent.
• The webhook URL you copied earlier.
• The trigger column (the last column with data).

After filling in the required fields, click on Submit. This action sets up the connection between your Google Sheets and Pabbly Connect. Ensure you also select the option to send data on event in the Pabbly Connect add-on.

4. Setting Up the Action in LeadSquared CRM

Now that your Google Sheets are connected to Pabbly Connect, the next step is to set up the action that will send the lead data to LeadSquared. In the action window, search for LeadSquared and select it. For the action event, choose Create or Update Lead.

Click on Connect and then select the option to add a new connection. You will need to enter your LeadSquared access key, secret key, and API host. To find these details, log into your LeadSquared account, navigate to the profile settings, and select API and Webhooks. Here, you will find all the necessary keys.

5. Mapping Lead Data to LeadSquared

Once you have successfully connected your LeadSquared account to Pabbly Connect, the next step is to map the lead data. You will see fields for first name, last name, email, phone number, and other details. Use the data captured from Google Sheets to fill these fields.

Map the first name field to the corresponding data from Google Sheets. Continue mapping the last name, email, and phone number fields. After mapping all required fields, click on Save and Send Test Request.

After sending the test request, check your LeadSquared account to ensure the new lead has been added successfully. You should see the lead with all the details you entered in Google Sheets. This confirms that your Pabbly Connect automation is working perfectly.

Conclusion

In this tutorial, we explored how to automate adding leads from Google Sheets to LeadSquared CRM using Pabbly Connect. By following these steps, you can streamline your lead management process and save time. With Pabbly Connect, integrating multiple applications has never been easier!