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Google Sheets to CRM in One Click ⚡ Create Contacts in Bulk | Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Salesforce Integration

To start automating the process of adding contacts from Google Sheets to Salesforce, you’ll first need to access Pabbly Connect. Sign in to your Pabbly account and navigate to the Pabbly Connect dashboard.

Once you’re on the dashboard, click on “Create New Workflow”. This will allow you to set up the integration. In this workflow, you will connect Google Sheets as the trigger application, which will activate the workflow whenever new data is added.

2. Configuring Google Sheets as the Trigger Application

In Pabbly Connect, select Google Sheets as your trigger application. The next step is to choose the trigger event, which should be “New or Updated Spreadsheet Row”. This event will activate the workflow whenever a new row is added or an existing row is updated in your Google Sheets.

Select Google Sheets as the trigger application.
Choose “New or Updated Spreadsheet Row” as the trigger event.
Click on “Connect” to establish the connection.

After clicking connect, you’ll receive a webhook URL from Pabbly Connect. This URL acts as a bridge, allowing Google Sheets to send data to Pabbly Connect. Follow the instructions to set this up in your Google Sheets.

3. Linking Google Sheets to Pabbly Connect

Open your Google Sheets and navigate to the extensions menu. Click on “Add-ons” and then select “Get Add-ons”. Search for Pabbly Connectbooks and install it if you haven’t done so already.

After installation, refresh your Google Sheets. You will now see Pabbly Connectbooks in the extensions menu. Click on it, go to “Initial Setup”, and paste the webhook URL you copied earlier. Specify the trigger column, which is the final data entry column that will activate the workflow.

4. Creating Salesforce Action for Lead Creation

Now that Google Sheets is set up as the trigger, it’s time to configure Salesforce as the action application. In Pabbly Connect, select Salesforce as your action application and choose the action event as “Create Lead”.

Click on “Connect” to establish the connection. If you have an existing connection, you can use it; otherwise, create a new connection by logging into your Salesforce account and granting permission. Once connected, you will need to map the fields from Google Sheets to Salesforce.

Select “Create Lead” as the action event.
Map the fields from Google Sheets to the corresponding fields in Salesforce.
Click “Save and Send Test Request” to confirm the setup.

Once you receive a positive response, your integration is ready to automatically add leads to Salesforce from Google Sheets.

5. Finalizing the Integration and Sending Data

To finalize the integration, go back to Google Sheets and navigate to the extensions menu. Click on Pabbly Connectbooks and select “Send All Data”. This action will send all the contacts from your Google Sheets to Salesforce as leads.

After executing this step, check your Salesforce account to confirm that all the contacts have been created as leads. This seamless integration allows you to manage your leads efficiently without manual entry.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of adding contacts from Google Sheets to Salesforce. By following these steps, you can streamline your lead management process effectively.