Avoid Duplication of Customer Data in Google Sheets Using Pabbly Connect

Learn how to avoid duplication of customer data in Google Sheets through Gmail integration using Pabbly Connect. Follow our step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Google Sheets Integration

In this section, we will explore how to use Pabbly Connect to avoid duplication of customer data in Google Sheets. By integrating Gmail and Google Sheets, you can streamline data management effectively.

To get started, sign in to your Pabbly Connect account. Once logged in, navigate to the dashboard where you can access various applications. This integration will help you manage customer queries without creating duplicate entries in your Google Sheets.

2. Setting Up Your Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button on your Pabbly Connect dashboard. Name your workflow as ‘Avoid Duplication of Customer Data in Google Sheets’ and click on Create. This will open a new blank workflow where you can set the trigger and action. using Pabbly Connect

• Select ‘Email Parser’ as the trigger application.
• Choose the event to retrieve email data.
• Set up the action application as ‘Google Sheets’ to update customer data.

After selecting the trigger and action, connect your Gmail account to allow Pabbly Connect to access your emails. This setup is crucial for ensuring that emails from customers are processed correctly without duplication.

3. Configuring Email Parsing and Google Sheets Lookup

Next, configure the email parser in Pabbly Connect. This involves copying the webhook URL provided by Pabbly Connect and pasting it into your Gmail settings. Navigate to Gmail settings, go to ‘Forwarding and POP/IMAP,’ and add the webhook URL as a forwarding address.

• Verify the forwarding address by following the confirmation email instructions.
• Ensure that emails sent to this address are parsed correctly by Pabbly Connect.
• Set the subject line of customer emails to contain ‘Customer Query’ for accurate filtering.

Once the email parsing is set up, proceed to configure the Google Sheets lookup. This step involves checking if the customer already exists in your Google Sheet. Use the ‘Lookup Spreadsheet Rows’ action to find existing customer entries based on their email addresses.

4. Handling Existing and New Customer Data

After configuring the lookup, set up a router in Pabbly Connect to handle both existing and new customer data. If the customer exists, update their last contacted date instead of adding a new row. This prevents duplicate entries in your Google Sheets.

For existing customers, use the ‘Update Cell Value’ action to modify the date column in your Google Sheet. Map the row index from the lookup response and set the new date value to the current date. For new customers, configure a separate action to add a new row with their data.

Map customer details such as name, email, and contact status from the email parser. Ensure that the new row includes the current date for accurate tracking.

This dual-action setup allows you to manage customer data efficiently, ensuring that no duplicates are created while keeping your records updated.

5. Finalizing Your Pabbly Connect Workflow

Once you have set up both actions for existing and new customers, test your workflow in Pabbly Connect. Send a test email with the subject line ‘Customer Query’ to verify that the integration works as expected. Check your Google Sheets to see if the data is updated correctly.

If everything is functioning properly, save your workflow and activate it. This will allow Pabbly Connect to automatically process incoming customer queries and manage your Google Sheets data without duplication. You can now focus on more important tasks while Pabbly Connect handles your data management.

Conclusion

By utilizing Pabbly Connect, you can effectively avoid duplication of customer data in Google Sheets through seamless Gmail integration. This process not only enhances data accuracy but also saves time and effort in managing customer queries.