Automate V Tiger CRM Contact Creation from Google Sheets Using Pabbly Connect

Learn how to automate V Tiger CRM contact creation from Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start, access Pabbly Connect by visiting the official website. This platform allows you to automate tasks without coding. Simply sign in or create a free account to get started.

Once logged in, you will be directed to your dashboard. Here, you can create new workflows to connect Google Sheets and V Tiger CRM. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Google Sheets as the trigger application and V Tiger CRM as the action application. Name the workflow appropriately for easy identification.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Connect your Google Sheets account to Pabbly Connect.

After configuring the trigger, you will receive a webhook URL from Pabbly Connect. This URL will be used to connect Google Sheets to your workflow, enabling data transfer.

3. Setting Up Google Sheets for Trigger

Now, navigate to your Google Sheets where you maintain customer details. Click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons’ to find the Pabbly Webhooks add-on.

• Install the Pabbly Webhooks add-on if not already installed.
• After installation, go back to ‘Extensions’ and select ‘Pabbly Webhooks’ followed by ‘Initial Setup.’
• Paste the webhook URL from Pabbly Connect in the designated field.

Specify the trigger column in your Google Sheets, which will send data to Pabbly Connect when new entries are made. This setup ensures that every new row added will trigger the workflow.

4. Configuring V Tiger CRM Integration

Next, you will set up V Tiger CRM as the action application in your Pabbly Connect workflow. Select V Tiger CRM and choose ‘Create Contact’ as the action event.

To connect V Tiger CRM with Pabbly Connect, you will need to provide your username, access key, and domain. These details can be found in your V Tiger CRM account settings under ‘My Preferences.’ Ensure you copy and paste these accurately.

5. Testing and Verifying the Integration

After setting up both applications, it’s time to test the integration. Enter a new row of customer details in your Google Sheets. This should automatically trigger the webhook and send data to Pabbly Connect.

Check the response in Pabbly Connect to confirm the data was received. Open your V Tiger CRM to verify that the new contact has been created. Repeat the process with different entries to ensure consistency.

This confirms that the integration between Google Sheets and V Tiger CRM through Pabbly Connect is functioning correctly.

Conclusion

In conclusion, using Pabbly Connect allows you to automate the creation of V Tiger CRM contacts directly from Google Sheets. This integration saves time and reduces manual data entry errors, enhancing your workflow efficiency.