How to Add LeadSquared Data in Google Sheets Using Pabbly Connect

Learn how to automate adding LeadSquared data to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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

To automate adding LeadSquared data to Google Sheets, we will use Pabbly Connect. First, access Pabbly Connect by signing up for a free account using the link provided in the description.

After creating your account, log in to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow, for example, ‘LeadSquared to Google Sheets,’ and select a folder for organization. Click ‘Create’ to proceed.

2. Connecting LeadSquared to Pabbly Connect

In the workflow, you will find two windows: the trigger window and the action window. The first step is to connect your LeadSquared account to Pabbly Connect. Choose LeadSquared as your app in the trigger step.

• Select the trigger event as ‘New Lead’ from the dropdown.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your LeadSquared account settings and navigate to API and Webhooks.

In LeadSquared, create a new webhook and paste the copied URL. Select the event type as ‘Lead Creation’ to ensure that every new lead added triggers the webhook. Click ‘Save’ to finalize the setup.

3. Capturing Lead Data from LeadSquared

Once the webhook is saved, Pabbly Connect will be ready to capture data. Click on the ‘Recapture Webhook Response’ button in your Pabbly Connect workflow. This action will allow Pabbly Connect to receive data whenever a new lead is created.

To test this, go back to LeadSquared and add a new lead. Input the lead details such as name, email, company, and other relevant information. Click ‘Save’ to create the lead. Within seconds, Pabbly Connect will receive the lead data through the webhook.

• Ensure all required lead details are filled out.
• Check that the webhook response in Pabbly Connect reflects the new lead information.

This confirms that the integration is working correctly, and you can now proceed to the next step.

4. Sending Lead Data to Google Sheets

Now that we have captured the lead data, the next step is to send this information to Google Sheets using Pabbly Connect. In the action step of your workflow, select Google Sheets as the application.

Choose the action event ‘Add New Row’ and click on ‘Connect’. Sign in to your Google account and grant the necessary permissions. Once connected, select the specific spreadsheet and sheet where you want the lead data to be added.

Map the fields from the LeadSquared data to the corresponding columns in Google Sheets. Ensure all necessary lead details like name, email, and address are included in the mapping.

After mapping the fields, click ‘Save and Send Test Request’. This action will send the lead data to your specified Google Sheet as a new row.

5. Testing the Automation with Pabbly Connect

After setting up the integration, it’s important to test the automation workflow to ensure everything is functioning as expected. Go back to LeadSquared and add another new lead with different details.

Once the lead is created, check your Google Sheet to see if the new lead data appears. If the automation is set up correctly, you should see the new lead details populated in the sheet instantly.

Verify that all mapped fields are filled correctly in Google Sheets. Repeat the process to ensure consistency and reliability of the automation.

This confirms that your automation process using Pabbly Connect is working perfectly, allowing for seamless data transfer from LeadSquared to Google Sheets.

Conclusion

In this tutorial, we explored how to automate adding LeadSquared data to Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage your lead data and enhance your productivity.