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Connect Systeme.io Leads to Google Sheets Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To connect Systeme.io leads to Google Sheets automatically, start by accessing Pabbly Connect. Open your web browser and navigate to pabbly.com/connect. This platform facilitates seamless integration between various applications, including Systeme.io and Google Sheets.

If you’re a new user, sign up for a free trial. Existing users can log in directly. Pabbly Connect allows you to create workflows without any coding knowledge, making it accessible for everyone.

2. Setting Up Trigger in Pabbly Connect

After logging into Pabbly Connect, create a new workflow. Select Systeme.io as your trigger application. This action initiates the process whenever a new lead is generated in your Systeme.io account.

Choose “Contact Subscribe to a Form” as the event type.
Copy the provided webhook URL for later use.

This webhook URL acts as a bridge to transmit data from Systeme.io to Pabbly Connect, enabling the automation of lead data transfer.

3. Configuring Systeme.io for Webhooks

Now, move to your Systeme.io account. Navigate to the automation rules section to create a new rule that sends lead data to the webhook URL generated in Pabbly Connect.

Follow these steps to set up the automation rule:

Select the trigger as “Funnel Step Form Subscribe”.
Choose the funnel and squeeze page for lead collection.
Set the action to “Send Webhook” and paste the copied URL.

Save the rule to finalize the setup. This ensures that every time a new lead subscribes, their data will automatically be sent to Pabbly Connect.

4. Adding Leads to Google Sheets

After configuring Systeme.io, return to Pabbly Connect. Now, set Google Sheets as the action application. This step allows you to add new lead data into your specified Google Sheet.

Select the event “Add New Row” and connect your Google account. You will then be prompted to choose the spreadsheet where you want to store the lead data.

Map the fields from the Systeme.io response to the corresponding columns in Google Sheets.
Include the full name, email, and phone number.

Once mapping is complete, save your settings in Pabbly Connect. This mapping ensures that each new lead is accurately recorded in your Google Sheet.

5. Testing the Integration

Finally, test the integration by submitting a new lead through your Systeme.io form. As soon as you fill out the form, the data should automatically populate in your Google Sheet.

Check your Google Sheet to confirm that the lead’s full name, email, and phone number have been successfully added. This real-time data transfer demonstrates the power of Pabbly Connect in automating workflows.

With this integration, you can now manage your leads efficiently without manual data entry. Start using Pabbly Connect today to streamline your processes!

Conclusion

This tutorial has shown you how to connect Systeme.io leads to Google Sheets automatically using Pabbly Connect. By following these steps, you can save time and eliminate manual data entry, enhancing your workflow efficiency.