How to Add New Contacts in Kommo from Google Sheets

Learn how to seamlessly add new contacts in Kommo from Google Sheets using Pabbly Connect. Follow this step-by-step guide for a hassle-free integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an essential automation tool that simplifies the process of adding new contacts in Kommo from Google Sheets. By using Pabbly Connect, you can automate the transfer of customer data without manual entry, saving time and reducing errors.

In this tutorial, we will explore how to set up this integration step-by-step. This will ensure that every new lead added to your Google Sheets is automatically captured in your Kommo CRM. Using Pabbly Connect eliminates the need for coding skills, making it accessible for everyone.

2. Setting Up Pabbly Connect for Google Sheets Integration

To start, navigate to the Pabbly Connect website and log in to your account. If you are a new user, you can easily sign up and get 100 free tasks every month to explore its features.

• Visit www.Pabbly.com/connect.
• Log in or sign up for a new account.
• Click on the ‘Create Workflow’ button.

After creating a new workflow, select the new beta method for a modern experience. Name your workflow as ‘Add New Contacts in Kommo from Google Sheets’ and create it. This sets the foundation for your automation using Pabbly Connect.

3. Configuring Google Sheets Trigger in Pabbly Connect

Next, to establish the connection, you need to set Google Sheets as the trigger application in Pabbly Connect. This means that any new or updated row in your Google Sheets will trigger the workflow.

In the trigger settings, select ‘New or Updated Spreadsheet Row’ as the event. Click on the connect button to obtain the webhook URL. This URL will be essential for connecting Google Sheets to Pabbly Connect.

• Copy the webhook URL provided.
• Open your Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.

After installation, refresh your spreadsheet and set up the initial configuration by pasting the webhook URL and specifying the trigger column. This column will determine which data is sent to Pabbly Connect.

4. Mapping Data from Google Sheets to Kommo

Once the trigger is set up, the next step is to configure the action to create a contact in Kommo. In Pabbly Connect, select Kommo as the action application and choose the event ‘Create Contact’.

Connect your Kommo account by entering your subdomain. After establishing the connection, you will need to map the data fields from Google Sheets to Kommo. This includes first name, last name, email, and phone number, ensuring that the data flows seamlessly.

Map the first name from the previous response. Map the last name, email, and phone number accordingly. Click on ‘Save and Send Test Request’ to verify the setup.

Upon successful mapping, a new contact will be created in your Kommo account, confirming that Google Sheets and Kommo are effectively integrated through Pabbly Connect.

5. Testing the Integration for Success

After setting up the action, it’s crucial to test the integration. Add a new contact in your Google Sheets and check if it appears in your Kommo account. This ensures that the automation is functioning correctly.

For example, input a new customer’s details like first name, last name, email, and phone number in Google Sheets. After a few moments, refresh your Kommo contacts page to see if the new contact has been added. This real-time verification is a vital step in confirming the success of your integration with Pabbly Connect.

By following these steps, you can automate your workflow efficiently, allowing you to focus on other aspects of your business. The integration between Google Sheets and Kommo through Pabbly Connect streamlines your customer management process.

Conclusion

In conclusion, using Pabbly Connect to add new contacts in Kommo from Google Sheets is a straightforward and efficient process. By following these steps, you can automate data entry, ensuring that your customer information is always up-to-date and organized.