Create Leads in Copper from Google Sheets Using Pabbly Connect

Learn how to create leads in Copper from Google Sheets by integrating them using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and Copper Integration

To create leads in Copper from Google Sheets, start by accessing Pabbly Connect. Visit the Pabbly website and log in to your account. If you are a new user, click on the ‘Sign Up for Free’ button to create your account quickly.

Once logged in, navigate to the ‘All Apps’ section to find Pabbly Connect. Here, you will create a new workflow for integrating Google Sheets with Copper. Click on the plus sign to create a new workflow and name it ‘Google Sheets to Copper Integration’ before clicking on create.

2. Setting Up Google Sheets as the Trigger in Pabbly Connect

In this section, you will set up Google Sheets as the trigger application in Pabbly Connect. Choose Google Sheets as your application and select the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever a new contact detail is added to your Google Sheet, it will trigger the action in Copper.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheets document where you have entered customer details. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheet, then navigate back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’. Click on ‘Initial Setup’ and paste the copied webhook URL, setting the trigger column to the last column used for data entry.

3. Configuring Copper as the Action in Pabbly Connect

After setting up the trigger, you will now configure Copper as the action application in Pabbly Connect. Open the action window and select Copper as your application. Choose the action event ‘Create Lead’ to create a new lead in your Copper account based on the information captured from Google Sheets.

To connect your Copper account, click on ‘Connect’ and then ‘Add New Connection’. You will need to provide your Copper API key and email address. Generate an API key from your Copper account settings under ‘Integrations’ and paste it into Pabbly Connect.

• Select Copper as the action application.
• Choose the action event: Create Lead.
• Enter your Copper API key and email address to establish the connection.

Once connected, you will have the option to map the details from Google Sheets to the fields required in Copper, such as name, email, phone number, and address. This mapping ensures that the correct data is sent to Copper when a new lead is created.

4. Testing and Saving the Integration in Pabbly Connect

Now that you have configured both Google Sheets and Copper, it’s time to test the integration using Pabbly Connect. After mapping the necessary fields, click on ‘Save and Send Test Request’. If the test is successful, you will receive a confirmation response indicating that a new lead has been created in your Copper account.

To verify that the lead has been created, navigate to the leads section in your Copper account. You should see the newly created lead with all the details you mapped from Google Sheets. This confirms that the integration is functioning correctly and leads are being created automatically.

Click on ‘Save and Send Test Request’ to test the integration. Check the Copper leads section to confirm the new lead is created. Save the workflow in Pabbly Connect for future use.

By saving the workflow, you ensure that the integration continues to operate automatically each time a new entry is added to your Google Sheet.

5. Real-Time Testing of the Integration

Finally, to ensure that everything is working as expected, conduct a real-time test by adding a new entry in your Google Sheet. Input all the required details for a new lead, such as name, email, phone number, and address. Once you have entered the details, refresh your Copper account to check if the new lead appears.

If the integration is set up correctly, you will see the new lead in your Copper account with all the details you provided in Google Sheets. This confirms that Pabbly Connect is effectively automating the process of lead creation based on your Google Sheets entries.

In summary, you have successfully set up an integration between Google Sheets and Copper using Pabbly Connect. This automation allows you to streamline your lead management process and ensure that all new leads are captured efficiently.

Conclusion

In this tutorial, we explored how to create leads in Copper from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate lead creation effortlessly, ensuring that your CRM is always up to date with the latest information.