How to Automatically Share Contacts from iPhone to CRM and Google Sheets Using Pabbly Connect

Learn how to use Pabbly Connect to automatically share contacts from your iPhone to your CRM and Google Sheets. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automatically share contacts from your iPhone to your CRM and Google Sheets, you will first need to set up Pabbly Connect. This platform enables seamless automation between your devices and applications. Start by visiting the Pabbly Connect website and signing up for an account if you haven’t done so already.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to manage the integration process. Click on the ‘Create Workflow’ button, name your workflow, and click ‘Create’ to proceed. This step is crucial as it establishes the foundation for your automation.

2. Creating an iPhone Shortcut to Send Contacts

Next, you will create a shortcut on your iPhone that allows you to share contacts directly with Pabbly Connect. Open the Shortcuts app and tap the ‘+’ icon to create a new shortcut. Name this shortcut, for instance, ‘Contacts to Pabbly Connect’. Ensure you enable the ‘Show in Share Sheet’ option to allow sharing contacts easily.

• Select the ‘Get Contact’ action to retrieve contact details.
• Add a ‘Get Contents of URL’ action to send data to Pabbly Connect.
• Set the method to ‘POST’ and format the request body as JSON.

After configuring these settings, you will need to enter the webhook URL provided by Pabbly Connect. This URL is essential as it links your iPhone shortcut to the Pabbly Connect workflow you created earlier.

3. Configuring the Pabbly Connect Workflow

After setting up the iPhone shortcut, return to the Pabbly Connect dashboard. In the workflow you created, select ‘Webhook’ as the trigger application. Then, choose the ‘Catch Webhook’ event. Pabbly Connect will provide you with a unique webhook URL that you will paste into your iPhone shortcut.

Once you have pasted the webhook URL into the shortcut, return to Pabbly Connect and click on ‘Capture Webhook Response’. This action will allow Pabbly Connect to listen for incoming data from your iPhone. Now, go back to your iPhone and test the shortcut by sharing a contact. This will send the contact details to Pabbly Connect.

• Select a contact from your iPhone and share it using the shortcut.
• Ensure the contact details appear in Pabbly Connect.
• Confirm the data is received correctly before proceeding.

After successfully capturing the contact data, you can move on to the next steps of integrating with your CRM and Google Sheets.

4. Integrating with Zoho CRM Using Pabbly Connect

With the contact data captured, the next step is to send this information to your CRM. In your Pabbly Connect workflow, add an action step and choose Zoho CRM as the application. Select the ‘Insert/Update Record’ action event to add the contact details into your CRM.

You will need to connect your Zoho CRM account to Pabbly Connect. Upon connection, specify the module (e.g., Leads or Contacts) where the contact should be added. Map the fields from the webhook response to the corresponding fields in Zoho CRM, such as first name, last name, email, and phone number.

Select the appropriate module for storing contact data. Map the fields accurately to ensure correct data entry. Test the integration to confirm successful data transfer.

After mapping the fields, you can save the action and run a test to ensure the contact is correctly added to your Zoho CRM.

5. Adding Contacts to Google Sheets via Pabbly Connect

Finally, to complete the automation, you will also send the contact details to Google Sheets. In the same Pabbly Connect workflow, add another action step and select Google Sheets as the application. Choose the ‘Add New Row’ action event to insert the contact data into your designated spreadsheet.

Connect your Google Sheets account to Pabbly Connect and select the specific spreadsheet and sheet where you want the contact details to be added. Similar to the CRM integration, map the fields from the webhook response to the corresponding columns in your Google Sheet, such as first name, last name, email, and phone number.

Select the correct spreadsheet and sheet for data entry. Map the fields to ensure accurate data input. Test the action to confirm the data is added to Google Sheets.

Once you have completed these steps, you can test the entire workflow to ensure that contacts shared from your iPhone are automatically added to both Zoho CRM and Google Sheets.

Conclusion

This tutorial illustrates how to use Pabbly Connect to automatically share contacts from your iPhone to your CRM and Google Sheets. By following the outlined steps, you can streamline your contact management efficiently and effectively.