How to Add Account Details of Swell to Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Swell with Google Sheets using Pabbly Connect to automate account detail management. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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

To begin integrating Swell with Google Sheets, you need to access Pabbly Connect. This platform allows you to automate the process of adding account details whenever a new user creates an account on your Swell eCommerce store.

First, sign up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard, where you can create a new workflow. Click on ‘Create Workflow’, name it something like ‘Swell to Google Sheets’, and click ‘Create’. This sets up your automation workflow.

2. Setting Up the Trigger for New Account Creation

In this section, you will set up the trigger that activates the automation whenever a new account is created on Swell. In the trigger window of Pabbly Connect, select ‘Swell’ as the app. Then, choose the trigger event as ‘Account Created’. This means that every time a new account is created, Pabbly Connect will capture this event.

• Search for and select ‘Swell’ in the trigger app.
• Select ‘Account Created’ from the trigger event dropdown.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to configure this webhook in your Swell account. Go to your Swell dashboard, navigate to the developer section, and find webhooks. Here, add a new webhook using the URL copied from Pabbly Connect, selecting ‘Account Created’ as the event type. Save the settings, and now your Swell account is connected with Pabbly Connect.

3. Testing the Trigger with a New Account

Once the trigger is set up, it’s time to test if it’s working correctly. Open an incognito tab and create a new account on your Swell store. Enter the details, like a name and email, and submit the form. This action should trigger Pabbly Connect to capture the account details.

After creating the account, return to Pabbly Connect and check the workflow. You should see the account details captured in the response section. This includes the account ID, user name, email, and other relevant data. This confirms that the integration is functioning as expected.

4. Adding the Captured Data to Google Sheets

Now that the trigger is verified, you can set up the action to add the captured account details to Google Sheets. In the action window of Pabbly Connect, search for and select ‘Google Sheets’ as the app. Choose the action event ‘Add New Row’ to insert the account details into your selected spreadsheet.

• Connect your Google Sheets account with Pabbly Connect.
• Select the spreadsheet where you want to add the account details.
• Map the fields from the Swell account details to the corresponding columns in Google Sheets.

Make sure to map essential fields such as the account ID, created date, name, email, and currency. Click on ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets. If successful, you will see the new account details appear as a new row in your specified sheet.

5. Conclusion

In this tutorial, you learned how to automate the process of adding account details from Swell to Google Sheets using Pabbly Connect. This integration streamlines your workflow by automatically capturing new account information and storing it in a structured format.

With this setup, you can efficiently manage user account details without manual input, saving time and reducing errors. Explore more automation possibilities with Pabbly Connect to enhance your business processes.