How to Add OptinMonster Leads in Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate OptinMonster leads into Google Sheets using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration of OptinMonster leads into Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

After logging in, you will see the Pabbly Connect dashboard. Here, click on the ‘Access Now’ button to enter the Pabbly Connect application. This will allow you to create a workflow that connects OptinMonster with Google Sheets.

2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow, so enter a suitable name like ‘OptinMonster Leads in Google Sheets’. using Pabbly Connect

• Enter a name for your workflow.
• Select a folder to save this workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result of that trigger. Now, let’s set up the trigger.

3. Setting Up the Trigger for OptinMonster

To set up the trigger, click on the dropdown arrow under the Trigger section and select ‘OptinMonster’ as your trigger application. For the trigger event, choose ‘New Lead’. This means that whenever a new lead is generated in OptinMonster, it will trigger the workflow in Pabbly Connect.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect OptinMonster to Pabbly Connect. Next, navigate to your OptinMonster account and find the form that you have created for lead collection.

• Open the form in OptinMonster.
• Go to the Integrations tab and click on ‘Add New Integration’.
• Search for Webhooks and select it.

Paste the copied webhook URL into the designated field and click on ‘Connect to Webhook’. This step establishes the connection between OptinMonster and Pabbly Connect.

4. Adding Action to Send Data to Google Sheets

With the trigger set up, the next step is to add an action that sends the captured lead details to Google Sheets. In the Action section, select ‘Google Sheets’ as your action application. For the action event, choose ‘Add New Row’. This action will create a new row in Google Sheets for every new lead captured by OptinMonster.

Click on the ‘Connect’ button to link Google Sheets with Pabbly Connect. A new window will prompt you to sign in with your Google account. Allow the necessary permissions to authorize the connection.

Select the spreadsheet where you want to record the leads. Choose the specific sheet within that spreadsheet. Map the fields from OptinMonster to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should see a response indicating that the data was successfully sent to Google Sheets.

5. Testing the Integration with a Test Lead

Now that the integration is set up, it’s time to test it. Generate a test lead in OptinMonster by filling out the form you created. Ensure you enter all necessary details such as name, email, and phone number. Once you submit the form, Pabbly Connect should capture this lead data.

Return to your Pabbly Connect dashboard and check if the lead details have been recorded in Google Sheets. You should see a new entry with the test lead information you just submitted. This confirms that the integration between OptinMonster and Google Sheets is functioning correctly through Pabbly Connect.

If the test is successful, you can now use this automation for all future leads generated through OptinMonster. This setup allows for seamless data management and organization.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate OptinMonster leads into Google Sheets. By following the steps outlined, you can automate the process of capturing leads and managing them efficiently in your spreadsheets. This integration enhances your workflow and saves time, allowing you to focus on growing your business.