Automatically Create Contacts in Webex Interact

Learn how to automatically create contacts in Webex Interact using Pabbly Connect. This step-by-step tutorial covers everything you need to know. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin with, you need to access Pabbly Connect to set up the automation for creating contacts in Webex Interact. Open a new tab and navigate to pabby.com/connect. Here, you will see options to either sign in or sign up for free.

If you’re a new user, sign up for free to get 100 tasks every month. This allows you to test the automation process without any initial investment. For existing users, simply log in to access the dashboard of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button on the Pabbly Connect dashboard. Choose the new beta version for the workflow builder. Name your workflow as ‘Automatically Create Contacts in Webex Interact’ and select a folder for organization.

• Click on the ‘Create’ button to finalize your workflow name.
• You will see two main sections: Trigger and Action.

In this setup, the trigger will be Google Sheets, which will capture new customer details entered in the spreadsheet. The action will be to create a contact in Webex Interact using Pabbly Connect.

3. Setting Up the Trigger with Google Sheets

For the trigger application, select Google Sheets and choose the event as ‘New or Updated Spreadsheet Row’. Click on the connect button to generate a webhook URL provided by Pabbly Connect.

Next, open your Google Sheets where customer details will be entered. Go to Extensions, then Add-ons, and select the option to get add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. Once installed, refresh the spreadsheet.

• Navigate back to Extensions, select Pabbly Connect Webhooks, and choose Initial Setup.
• Paste the webhook URL into the designated field and set the trigger column, which should be the final data column that captures customer details.

After submitting the setup, ensure to select the ‘Send on Event’ option to enable real-time data sharing from Google Sheets to Pabbly Connect.

4. Adding Action to Create Contacts in Webex Interact

Now that the trigger is set, you need to add the action step. Select Webex Interact as the action application and choose the event ‘Create Contact’. Click on the connect button to establish the connection between Webex Interact and Pabbly Connect.

If you need to create a new connection, log into your Webex account and navigate to the developers section to create an API project. Give it a name, set the required scopes, and generate the API key. Copy this token and paste it into Pabbly Connect.

Select the list in Webex where the contact will be created. Map the data fields from the Google Sheets trigger to the respective fields in Webex Interact.

This mapping ensures that every new customer detail entered in Google Sheets will be automatically populated in Webex Interact, facilitated by Pabbly Connect.

5. Testing the Automation

After setting up your action step, it’s crucial to test the automation. Enter a new contact’s details in Google Sheets. For example, input the first name as ‘Best’, last name as ‘Person’, and other details as needed.

Once you have filled in the details, return to Pabbly Connect and check if the response has been captured successfully. Refresh the contacts page in Webex Interact to confirm that the new contact has been created.

Verify that all details match between Google Sheets and Webex Interact. Ensure that future entries will also trigger the creation of contacts automatically.

This seamless integration showcases the power of Pabbly Connect in automating workflows and enhancing productivity.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically create contacts in Webex Interact by integrating it with Google Sheets. This automation not only saves time but also ensures accuracy in contact management. Start leveraging Pabbly Connect today to streamline your business processes.