How to Add Salesmate Contacts to Google Contacts Using Pabbly Connect

Learn how to seamlessly add Salesmate contacts to Google Contacts using Pabbly Connect. Follow our step-by-step guide for easy automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Salesmate contacts with Google Contacts, you first need to access Pabbly Connect. Start by visiting the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up’ button. After creating an account, you will receive 100 free tasks to get started. Existing users can simply sign in to access the dashboard. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to begin the integration process.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the process of adding Salesmate contacts to Google Contacts. Name your workflow something descriptive, like ‘Salesmate Contacts to Google Contacts’. After naming your workflow, you will be taken to a new screen with options for triggers and actions.

• Select Salesmate as the trigger application.
• Choose the trigger event as ‘New Contact’.
• Copy the generated webhook URL for later use.

This webhook URL acts as a bridge between Pabbly Connect and Salesmate, allowing Pabbly Connect to access your contact information. You will need to log in to your Salesmate account to set up the integration.

3. Setting Up Salesmate for Integration

Now that you have your webhook URL, log into your Salesmate account. Click on the profile icon in the top right corner and navigate to ‘Setup’. From there, scroll down to ‘Sales Automation’ and select ‘Workflow Management’. Click on the ‘New Rule’ button to create a new rule for your integration. using Pabbly Connect

In the workflow setup, select the module as ‘Contact’. Name the rule and provide a description. For the action base, select ‘Create’ to ensure the rule executes whenever a new contact is created. You will then add the webhook by selecting ‘Call Webhooks’ and pasting the copied URL. Ensure you set the method to ‘POST’.

4. Mapping Data from Salesmate to Google Contacts

After saving your webhook settings in Salesmate, return to Pabbly Connect to test the integration. Create a new contact in Salesmate with relevant information such as first name, last name, email address, and phone number. Once the contact is created, Pabbly Connect will capture the data via the webhook.

• Select Google Contacts as the action application.
• Choose the action event as ‘Create Contact’.
• Connect your Google Contacts account to Pabbly Connect.

Once connected, map the fields from Salesmate to Google Contacts. This mapping is crucial to ensure that the correct data is transferred. After mapping the required fields, click on ‘Save and Send Test Request’ to create the contact in Google Contacts.

5. Verifying the Integration Success

To verify that the integration was successful, log into your Google Contacts account and refresh the page. You should see the new contact created from Salesmate. This confirms that the integration process using Pabbly Connect has worked correctly.

To further test the integration, create another contact in Salesmate and check if it appears in Google Contacts automatically. This real-time synchronization demonstrates the effectiveness of using Pabbly Connect for automation between these two applications.

Conclusion

In this tutorial, we explored how to add Salesmate contacts to Google Contacts using Pabbly Connect. By following the steps outlined, you can automate the process of contact management seamlessly. Enjoy the benefits of automation with Pabbly Connect!