Create Bulk Contacts in Zoho Bigin from Google Sheets

Learn how to create bulk contacts in Zoho Bigin from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating bulk contacts in Zoho Bigin from Google Sheets, you need to access Pabbly Connect. If you’re a new user, visit pabbl.com/connect and sign up for free to get 100 tasks monthly.

Once logged into your Pabbly Connect account, navigate to the workflow builder. This is where you will set up the automation process. The workflow builder is essential as it contains the trigger and action components that will facilitate the integration.

2. Setting Up the Trigger with Google Sheets

In the workflow builder of Pabbly Connect, click on the ‘Add Trigger’ button. Search for and select ‘Google Sheets’ as your trigger application. Choose the event ‘New or Updated Spreadsheet Row’ to initiate the process when new data is added.

• Copy the provided webhook URL from Pabbly Connect.
• Open your Google Sheets, go to Extensions > Add-ons > Get Add-ons.
• Search for the ‘Pabbly Connect Webhooks’ extension and install it.

After installation, refresh your Google Sheets. You will now see the option for ‘Pabbly Connect Webhooks’ in the Extensions tab. Click on it, and select ‘Initial Setup’ to paste the webhook URL and set your trigger column.

3. Configuring the Action to Create Contacts in Zoho Bigin

After setting up the trigger in Pabbly Connect, the next step is to configure the action to create contacts in Zoho Bigin. Search for ‘Zoho Bigin’ in the action application section and select it. Choose the event ‘Create Contact’ to set up the action.

If you already have a connection to Zoho Bigin, select it; otherwise, create a new connection by entering your Zoho Bigin domain. You can find this in your Zoho Bigin account URL. Once entered, click save and accept the permissions requested by Pabbly Connect.

Next, you will map the fields from the previous step to create the contact. Mapping allows you to dynamically insert the data from Google Sheets into Zoho Bigin, ensuring that each contact is created with the correct information.

4. Testing the Integration and Creating Bulk Contacts

Now that you have set up the trigger and action, it’s time to test the integration. In Pabbly Connect, click on ‘Send Test’ to verify that the data from Google Sheets is correctly captured. Once the test is successful, you can proceed to create bulk contacts. using Pabbly Connect

• Go back to Google Sheets and add the contact details in the specified columns.
• Click on Extensions > Pabbly Connect Webhooks > Send All Data.
• Pabbly Connect will process all the rows and create contacts in Zoho Bigin.

After sending all data, refresh your Zoho Bigin account to see all the new contacts that have been created successfully.

5. Automating Future Contacts Creation

To ensure that future contacts are automatically created in Zoho Bigin, you can enable the ‘Send on Event’ option in the Pabbly Connect Webhooks. This means that any new data added to your Google Sheets will trigger the creation of a contact in Zoho Bigin automatically. using Pabbly Connect

To do this, go to Extensions > Pabbly Connect Webhooks and toggle the ‘Send on Event’ option. This will streamline your workflow and save time by eliminating manual uploads.

Now, whenever you add a new contact detail in Google Sheets, it will automatically sync with Zoho Bigin, ensuring your contact list is always up-to-date.

Conclusion

Using Pabbly Connect, you can seamlessly create bulk contacts in Zoho Bigin from Google Sheets. This integration not only saves time but also automates the process for future entries, enhancing your workflow efficiency. Try it today to simplify your contact management!