How to Auto Send Data on Schedule from Google Sheets to Pabbly Connect

Learn how to automatically send data from Google Sheets to Pabbly Connect on a schedule. This detailed tutorial covers every step for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Auto Send Data

To begin the process of auto sending data on a schedule from Google Sheets to Pabbly Connect, first, access the Pabbly website. Type ‘Pabbly.com’ in your browser and navigate to the products section. Click on Pabbly Connect to start using the integration platform.

If you are a new user, click on the ‘Sign Up for Free’ option to create an account. This process is quick, taking just about two minutes, and you will receive 100 tasks free each month. For existing users, simply sign in to your account and access the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the plus sign to create a workflow and name it appropriately, such as ‘Auto Send Data on Schedule from Google Sheets to Pabbly Connect’. This name can be customized to fit your needs.

Once the workflow is created, you will see a trigger window and an action window. The trigger signifies what event will initiate the workflow. For this integration, select Google Sheets as the application and choose the trigger event as ‘New or Updated Row’. This setup allows Pabbly Connect to capture data every time a new row is added or updated in your Google Sheets.

3. Setting Up Google Sheets Integration with Pabbly Connect

To integrate Google Sheets with Pabbly Connect, you will need the webhook URL provided in the trigger setup. Copy this URL, then go to your Google Sheets. In your Google Sheet, navigate to Extensions, select Add-ons, and then click on Get Add-ons. Search for Pabbly Connect Webhooks and install it.

• Install Pabbly Connect Webhooks on your Google Sheets.
• Refresh your Google Sheets after installation.
• Navigate to Extensions > Pabbly Connect Webhooks > Initial Setup.

In the Initial Setup, paste the copied webhook URL and define the trigger column where the data will be sent from. After setting this up, click on Send Test to ensure the connection is successful. Once you receive a confirmation, proceed by clicking on Submit.

4. Enabling Auto Send on Schedule in Pabbly Connect

After setting up the webhook, the next important step is to enable the auto send feature in Pabbly Connect. Navigate back to Extensions, select Pabbly Connect Webhooks, and choose the ‘Auto Send on Schedule’ option. This feature ensures that your Google Sheets will send data to Pabbly Connect every hour.

Make sure to check the box for Auto Send on Schedule. This option is crucial as it allows you to send data to Pabbly Connect at regular intervals, making it perfect for businesses that update their records frequently. Once this is enabled, you will notice that Pabbly Connect captures the data accurately.

5. Finalizing Data Transfer to Google Sheets

To complete the integration process, you will need to set up the action step in Pabbly Connect. Choose Google Sheets again as the application for the action step. Select the action event as ‘Add New Row’. This step will allow the data captured from the trigger to be sent to another Google Sheet.

Connect your Google account to Pabbly Connect, select the target spreadsheet where you want the data to be stored, and map the fields accordingly. For instance, map the name, email address, and mobile number from the trigger response to the corresponding columns in the target Google Sheet. Once everything is set, click on Save and Send Test Request to confirm that the data transfer is successful.

Now, whenever data is added to your Google Sheets, Pabbly Connect will capture it and send it to the designated Google Sheet after one hour. This automation simplifies your workflow significantly.

Conclusion

This tutorial demonstrated how to auto send data on schedule from Google Sheets to Pabbly Connect. By following these steps, you can streamline your data management processes effectively. With Pabbly Connect, integrating various applications becomes seamless and efficient, enabling you to focus on your core business activities.