Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin automating your sales commission tracking, access Pabbly Connect by visiting the official website. If you are new to Pabbly, click on the “Signup Free” button to create an account, which provides 100 free tasks each month.

After signing up, log in to your account. You will be directed to a dashboard where you can create workflows. Click on the “Create Workflow” button to start setting up your automation for tracking sales commissions.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, select the option to create a workflow from scratch. You will be prompted to choose between the new beta version or the classic version of the workflow builder. Select the new beta version for a more modern interface.

  • Name your workflow as “Automate Payout Tracking for Sales Team”.
  • Choose a folder to save your workflow.
  • Click on the “Create” button to finalize your workflow setup.

Once created, you can start adding applications to your workflow. The first application will be Google Sheets, which will trigger the workflow whenever a new row is added to your sales data sheet.

3. Triggering the Workflow with Google Sheets

To set up the trigger, select Google Sheets as your application in Pabbly Connect. For the event, choose “New or Updated Spreadsheet Row”. This ensures that your workflow triggers every time a new sale is recorded in the Google Sheet.

After selecting the event, create a connection between Google Sheets and Pabbly Connect by clicking the “Connect” button. You will receive a webhook URL that must be copied and pasted into your Google Sheets add-ons for proper integration.

  • Go to Google Sheets, click on Extensions, then Add-ons, and select Get Add-ons.
  • Search for the Pabbly Connect Webhook and install it.
  • After installation, configure the webhook by pasting the copied URL and setting the trigger column.

Once configured, every new row added to your sales data will automatically trigger the workflow in Pabbly Connect.

4. Updating Commission Data in Google Sheets

Next, you will set up the action step to look up commission data for the salesperson. In Pabbly Connect, add Google Sheets again as your application and choose the “Lookup” event. Create a new connection as previously shown.

Select the spreadsheet and sheet where the commission tracker is located. For the lookup value, map the salesperson’s name dynamically from the previous step to ensure accurate data retrieval. Specify the lookup column and end column in the Google Sheet.

  • Lookup Column: A (where salesperson names are stored).
  • End Column: D (where commission data is stored).

After setting this up, click “Save and Send Test Request”. You should receive a response with the commission data for the salesperson, confirming that the lookup step is functioning correctly.

5. Notifying the Sales Team with Gmail

Finally, to notify your sales team about their commissions, add Gmail as the next application in your workflow. Select the “Send Email” event and create a connection with your Gmail account.

Fill in the required fields, including the sender name, sender email, recipient email, subject, and email content. Use dynamic data from the previous steps to personalize the message, ensuring that each salesperson receives their specific commission details.

  • Sender Name: Sales Management Automation
  • Subject: New Sale Record
  • Content: Include details such as salesperson name, sale amount, and commission.

Click “Save and Send Test Request” to send the email. Check your Gmail to confirm that the notification has been sent successfully, completing the automated commission tracking system using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate sales commission tracking using Pabbly Connect. By integrating Google Sheets and Gmail, you can efficiently manage sales data and notify your team instantly.