How to Create a Contact in Reply.io from Google Sheets Using Pabbly Connect

Learn how to automate creating contacts in Reply.io from Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Reply.io Integration

To automate the process of creating a contact in Reply.io from Google Sheets, we will use Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. Once you have access, click on ‘Create Workflow’ to initiate your automation setup.

Give your workflow a name, such as ‘Google Sheets to Reply.io’ and click on ‘Create’. This will open a new workflow window, where you will see two sections: the trigger and action windows. The trigger window will be used to capture new data from Google Sheets, while the action window will send this data to Reply.io.

2. Connecting Google Sheets to Pabbly Connect

In the trigger window, select Google Sheets as the application. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This setup will allow Pabbly Connect to respond whenever a new row with user details is added to your Google Sheet. using Pabbly Connect

• Select Google Sheets in the app dropdown.
• Choose the trigger event as New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheet, navigate to Extensions, and select Add-ons to install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheet to see the Pabbly Connect option appear. Click on ‘Initial Setup’ to configure the connection.

3. Completing Initial Setup in Google Sheets

In the initial setup window, you will need to select the specific sheet you are working with, paste the copied webhook URL, and specify the trigger column. The trigger column is the last column where data will be entered, which will activate the automation. using Pabbly Connect

• Select the sheet from the dropdown if multiple sheets exist.
• Paste the webhook URL in the designated field.
• Choose the last data entry column as your trigger column.

After setting these parameters, click on the ‘Send Test’ button to ensure that the connection is working. You should see a confirmation that test data has been sent successfully. This indicates that Pabbly Connect is now receiving data from Google Sheets.

4. Setting Up Reply.io in Pabbly Connect

Now that Google Sheets is connected, it’s time to set up the action in Pabbly Connect to create a contact in Reply.io. In the action window, search for Reply.io and select it as the application. For the action event, choose ‘Create/Update Person’. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your Reply.io API key, which can be found in your Reply.io account settings under the API key section. Once you paste the API key into Pabbly Connect, click on ‘Save’ to establish the connection.

5. Mapping Data from Google Sheets to Reply.io

After connecting Reply.io, you will need to map the data received from Google Sheets to the appropriate fields in Reply.io. Start by mapping the email address, first name, and last name fields using the data from the trigger response. using Pabbly Connect

Map the email address from Google Sheets to the Reply.io email field. Map the first name and last name accordingly. Add any additional fields as necessary.

Once all required fields are mapped, click on ‘Send Test Request’ to verify that the contact is created successfully in Reply.io. If the test is successful, you will see the new contact reflected in your Reply.io account. This confirms that your Pabbly Connect automation is working perfectly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create a contact in Reply.io from Google Sheets. By following these steps, you can automate the process of adding new contacts seamlessly, enhancing your outreach efforts. With Pabbly Connect, integrating multiple applications has never been easier.