How to Add New Billsby Customers to Google Sheets Using Pabbly Connect

Learn how to automate adding new Billsby customers to Google Sheets using Pabbly Connect for seamless data management. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Billsby with Google Sheets, you need to access Pabbly Connect. Visit the Pabbly website at Pabbly.com and navigate to the Pabbly Connect product page.

If you’re a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in. Once logged in, you will access the Pabbly Connect dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something like ‘Add New Billsby Customers to Google Sheets’. This name helps you identify the workflow easily later.

After naming your workflow, you will see a trigger and action window. Set the trigger application to Billsby and choose the trigger event as ‘Configure Webhooks’. This event will capture new customer data from your Billsby account.

• Go to your Billsby account settings.
• Copy the webhook URL provided by Pabbly Connect.
• Paste it into the Billsby webhook settings.

Once you have set up the webhook in Billsby, return to Pabbly Connect and wait for a test submission to confirm the integration.

3. Testing the Integration with Billsby

To test your setup, create a new customer in your Billsby account. Fill in the required customer details such as name, email address, and address. After creating the customer, return to Pabbly Connect to check if the customer data has been captured.

Pabbly Connect will display the details of the newly created customer, including their unique customer ID and email address. This confirms that the integration is successfully capturing data from Billsby.

• Verify that the response includes the customer type as ‘Customer Created’.
• Ensure the customer ID and email address are correctly displayed.

If everything looks good, you can proceed to the next steps to add this customer data to Google Sheets.

4. Adding Customer Details to Google Sheets

Now that you have confirmed the customer data is being captured, it’s time to add this data to Google Sheets. In Pabbly Connect, add an action step and select Google Sheets as the application.

Choose the action event as ‘Add New Row’. Connect your Google Sheets account and select the specific spreadsheet where you want to store customer data. Ensure you choose the correct sheet within that spreadsheet.

Map the customer ID, first name, last name, and email address to the respective columns in Google Sheets. Click on ‘Save and Send Test Request’ to add the customer data to your sheet.

After saving, check your Google Sheets to confirm that the new customer details have been successfully added. This step ensures that your integration is working perfectly.

5. Finalizing the Integration Process

With the customer data now flowing from Billsby to Google Sheets, it’s time to finalize your workflow in Pabbly Connect. Make sure to save your workflow to ensure all settings are kept.

Next, test the integration by adding another new customer in Billsby. This will allow you to see the automation in action, confirming that new customer details are automatically added to your Google Sheets without any manual input.

In summary, you have successfully integrated Billsby with Google Sheets using Pabbly Connect. This automation saves time and ensures your customer data is always up to date in your spreadsheets.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding new Billsby customers to Google Sheets. By following the steps outlined, you can streamline your data management and ensure accuracy in your records.

Utilizing Pabbly Connect for this integration not only saves time but also enhances productivity, allowing you to focus on other important aspects of your business.