Create Multiple Contacts in Systeme.io at Once

Learn how to create multiple contacts in Systeme.io at once using Pabbly Connect. Step-by-step guide to automate your lead management efficiently. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create multiple contacts in Systeme.io at once, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account.

If you are new, click on ‘Sign Up Free’ to create an account and receive 100 free tasks monthly. Existing users can simply sign in. Once logged in, you will see the Pabbly apps window. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard, where you can create workflows for your automation needs.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can start by creating a new workflow. Click on the ‘Create’ button, which opens the workflow builder. You will have the option to choose between the new beta version and the classic version. For this tutorial, select the beta version by clicking on the ‘Select’ button. using Pabbly Connect

• Click on the ‘Create’ button to initiate a new workflow.
• Name your workflow as ‘Create Multiple Contacts in Systeme.io at Once’.
• Select a folder for organization, such as ‘Contacts’.

After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize your workflow setup. This workflow will allow you to automate the process of adding contacts to your Systeme.io account.

3. Setting Up the Trigger in Pabbly Connect

To set up the automation, you need to define a trigger in Pabbly Connect. Click on the trigger application and select ‘Google Sheets’ as your app. Choose the event ‘New or Updated Spreadsheet Row’ to initiate the workflow whenever there is a new entry in your Google Sheet.

Next, click on ‘Connect’ to establish a connection with Google Sheets. You will receive a webhook URL that connects your Google Sheets to Pabbly Connect. Copy this URL, as you will need it for the Google Sheets add-on setup.

4. Configuring Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. In Google Sheets, navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ and search for ‘Pabbly Connect Webhooks’. Install the add-on and refresh your Google Sheets.

• Go to ‘Extensions’ and select ‘Pabbly Connect Webhooks’.
• Select ‘Initial Setup’ and paste the webhook URL you copied earlier.
• Choose the trigger column where new data will be added, typically the last column of your sheet.

After configuring these settings, click on ‘Submit’ to complete the setup. A confirmation message will indicate that the connection is successfully established. You can then test the connection by sending a test data entry to ensure everything is working correctly.

5. Creating Contacts in Systeme.io

With the trigger set up, it’s time to create contacts in Systeme.io using Pabbly Connect. Add an action step in your workflow and select ‘Systeme.io’ as the application. For the event, choose ‘Create Contact’ and click on ‘Connect’ to establish a connection.

To connect, you will need the API key from your Systeme.io account. Navigate to your profile settings in Systeme.io, find the API keys section, and create a new key. Copy this key and paste it into Pabbly Connect to establish the connection.

Map the email address and other required details from the Google Sheets trigger. Use the Text Formatter feature in Pabbly Connect to split full names into first and last names for mapping. Test the action to ensure that a new contact is created successfully in Systeme.io.

Once the setup is complete, you can verify that the new contacts appear in your Systeme.io account. This automation allows you to efficiently manage your leads without manual entry, streamlining your workflow.

Conclusion

In this tutorial, we explored how to create multiple contacts in Systeme.io at once using Pabbly Connect. By integrating Google Sheets with Systeme.io through Pabbly Connect, you can automate lead management efficiently. This step-by-step guide will help you streamline your contact creation process and enhance productivity.