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Create Bulk Zoho CRM Contacts from Google Sheets in One Click | No-Code Automation

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Zoho CRM, first, access Pabbly Connect by visiting pabbly.com. Sign in to your account using the options on the top right corner.

If you’re a new user, you can sign up for free to explore the platform. Once logged in, navigate to the Pabbly Connect dashboard where you can create new workflows.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate a new automation. Name this workflow as “Create Bulk Zoho CRM Contacts from Google Sheets” and select the appropriate folder.

Click on ‘Create Workflow’
Name your workflow
Select the folder for organization

Once the workflow is created, you will see a box to add a trigger. The trigger will initiate the workflow when a new contact is added to Google Sheets.

3. Setting Up the Trigger with Google Sheets

To set up the trigger, select Google Sheets as the trigger application and choose the event as “New or Updated Spreadsheet Row.” This will activate the workflow whenever a new row is added.

Next, connect your Google Sheets to Pabbly Connect by using a webhook URL. This URL acts as a bridge between Google Sheets and Pabbly Connect. Follow these steps:

Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
Search for “Pabbly Connect Webhooks” and install it.
After installation, refresh your Google Sheets and set up the webhook URL.

Paste the webhook URL into the initial setup dialog and specify the trigger column where new data will be added. This ensures that whenever data is entered in that column, it triggers the workflow.

4. Adding Contacts to Zoho CRM

After setting up the trigger, the next step is to add the action to insert the data into Zoho CRM. Click on ‘Add Action Step’ and select Zoho CRM as the action application.

Choose the action event as “Insert Update Record with Subform Data.” Connect to your Zoho CRM account by entering the required domain and granting permissions. Make sure to map the fields correctly to ensure data flows smoothly from Google Sheets to Zoho CRM.

Select “Insert Update Record with Subform Data” as the action event.
Map fields like first name, last name, email, and phone number from Google Sheets to Zoho CRM.
Save and send a test request to verify the connection.

After successfully mapping the fields, check your Zoho CRM to confirm that the contacts have been added correctly.

5. Finalizing the Integration Process

To complete the integration, go back to Google Sheets and click on Extensions > Pabbly Connect Webhooks, then select “Send All Data.” This action will send all existing contacts from your Google Sheets to Zoho CRM.

Refresh your Zoho CRM page to see all the contacts that have been added. This process allows you to manage your contacts efficiently with just one click, thanks to Pabbly Connect.

Now, you can enjoy seamless integration between Google Sheets and Zoho CRM, automating your workflow and saving time.

Conclusion

This tutorial demonstrated how to integrate Google Sheets with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of managing your contacts effortlessly.