Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start automating your Google Sheets with Pabbly Connect, first, access the Pabbly Connect platform. Simply visit Pabbly Connect by entering the URL pabbly.com/connect in your browser. This will direct you to the homepage where you can either sign in or sign up for a free account.

If you are a new user, click on “Sign Up Free” to create your account. After signing up, you will receive 100 free tasks every month to practice and explore Pabbly Connect. Existing users can directly log in to access their workflow page. This page is crucial for setting up your automation.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up a trigger to initiate your workflow. The trigger will be based on a new form submission from System.io. In Pabbly Connect, click on the “Add Trigger” button and search for “System.io” as your trigger app.

  • Select “Contact Subscribed to a Form” as the app event.
  • Click on the “Connect” button to generate a webhook URL.
  • Copy the webhook URL provided by Pabbly Connect.

Now, navigate to your System.io account. Go to your sales funnel and create a new automation rule. Select the trigger event as “Funnel Setup Form Subscribed” and choose the appropriate funnel. Finally, paste the copied webhook URL into the action field and save your rule.

3. Testing the Trigger in Pabbly Connect

After setting up the trigger, it’s time to test it. Go back to your System.io funnel and fill out the form with test data. For example, enter a first name, last name, email, and phone number, then submit the form.

Once the form is submitted, return to Pabbly Connect. You should see the status change to “Waiting for Webhook Response.” This indicates that Pabbly Connect is ready to receive the data from the submitted form. If successful, you will see the lead details populated in the response section of Pabbly Connect.

4. Adding Google Sheets as an Action in Pabbly Connect

Now that the trigger is set and tested, the next step is to add Google Sheets as the action app in your workflow. Click on “Add Action” in Pabbly Connect and select Google Sheets.

  • Choose the action event as “Add New Row”.
  • Connect your Google account to allow Pabbly Connect to access your Google Sheets.
  • Select the spreadsheet where you want to save the lead data.

After selecting the spreadsheet, you will see fields to map the lead data. Use the mapping feature to dynamically insert the first name, last name, email, and phone number from the previous step. This ensures that every new lead captured will automatically populate the Google Sheet.

5. Finalizing Your Automation with Pabbly Connect

To finalize your automation, click on “Save and Send Test Request” in Pabbly Connect. This will send the mapped data to your selected Google Sheet. If successful, you will receive a confirmation indicating that the data has been added.

Now, check your Google Sheet to verify that the lead data appears correctly. This automation eliminates the need for manual data entry, allowing you to focus on other important aspects of your business. With Pabbly Connect, you can create numerous automations to streamline your workflow.

Conclusion

In this tutorial, we demonstrated how to automate Google Sheets using Pabbly Connect with System.io forms. This integration allows for seamless data transfer, enhancing productivity and efficiency in your business operations.