Automate Zoho CRM Contacts from Google Sheets with Pabbly Connect

Learn how to automate creating Zoho CRM contacts from Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of creating Zoho CRM contacts from Google Sheets, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once there, sign in to your existing account or sign up for free to get started with 100 tasks monthly.

After logging in, you will be directed to your dashboard. Here, you can manage all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Automatically Create Zoho CRM Contact from Google Sheets,’ and select a folder to organize your workflows.

2. Setting Up Google Sheets as the Trigger

In the workflow setup, you will need to define a trigger. In this case, the trigger application is Google Sheets, where a new row signifies a new customer. Click on the Google Sheets icon and select the trigger event as ‘New or Updated Spreadsheet Row.’ This sets the stage for your automation.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL to connect Google Sheets with Pabbly Connect.

Next, navigate to your Google Sheets document containing customer details. You need to install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace. After installation, go to Extensions > Pabbly Connect Webhooks > Initial Setup, and paste the copied webhook URL. Specify the trigger column, which in this case, is the last column where data will be entered.

3. Capturing Data from Google Sheets

After setting up the trigger, it’s time to capture data from Google Sheets. When you add a new row in the specified column, the data will be sent to Pabbly Connect. To test this, enter dummy data into your Google Sheets, including first name, last name, phone number, and email address.

Once you’ve entered the data, return to Pabbly Connect. You should see a response indicating that the data has been successfully captured from Google Sheets. This confirmation shows that the connection is working correctly and that data is being transmitted as intended.

• Enter dummy customer details in Google Sheets.
• Check Pabbly Connect for the captured response.
• Ensure that all details are correctly reflected in the response.

With the data now captured, you can proceed to set up the action step that will create a contact in Zoho CRM.

4. Creating a Contact in Zoho CRM

Now, you will set Zoho CRM as the action application in your workflow. Click on the Zoho CRM icon and select the action event as ‘Create Contact.’ If you haven’t established a connection yet, you will need to create a new connection by entering your Zoho domain.

After entering your domain, grant the necessary permissions for Pabbly Connect to access your Zoho account. Once the connection is established, you will map the fields from the Google Sheets response to the corresponding fields in Zoho CRM. This includes first name, last name, email address, and phone number.

Select Zoho CRM as the action application. Choose ‘Create Contact’ as the action event. Map the fields from Google Sheets to Zoho CRM accordingly.

After mapping the fields, click on ‘Save and Send Test Request’ to create the contact. You should receive a confirmation response indicating that the contact has been successfully created in Zoho CRM.

5. Testing and Verifying the Integration

To ensure that your integration works flawlessly, go back to your Google Sheets and enter another set of dummy customer details. As soon as you add the new row, a new contact should automatically appear in Zoho CRM.

Check your Zoho CRM account under the contacts section to verify that the new contact has been created with the details you entered. This confirms that the automation between Google Sheets and Zoho CRM through Pabbly Connect is functioning perfectly.

In summary, you have successfully set up an automation between Google Sheets and Zoho CRM using Pabbly Connect. This integration allows for seamless data transfer without manual input, saving you valuable time.

Conclusion

In this tutorial, we explored how to automate creating Zoho CRM contacts from Google Sheets using Pabbly Connect. This integration simplifies the process and enhances efficiency by eliminating manual data entry. By following the steps outlined, you can easily set up your own automated workflows and integrate various applications effectively.