Learn how to automate contact creation in Apollo from Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Google Sheets and Apollo Integration
To create contacts in Apollo directly from Google Sheets, you first need to access Pabbly Connect. This platform facilitates seamless automation between your applications without any coding. Start by visiting the Pabbly Connect website and signing up for a free account to get started.
Once you’ve signed in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you can give your automation a suitable name, such as ‘Google Sheets to Apollo’. This sets the stage for the integration process you will follow next.
2. Setting Up Google Sheets as the Trigger in Pabbly Connect
In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the available applications and choose the trigger event as ‘New or Updated Spreadsheet Rows’. This event will initiate the workflow whenever you add or update a row in your Google Sheets.
- Select Google Sheets as the application.
- Choose ‘New or Updated Spreadsheet Rows’ as the trigger event.
- Copy the Webhook URL provided by Pabbly Connect.
Now, return to your Google Sheets document. To establish the connection, open your spreadsheet in an incognito window to avoid any account issues. Click on the ‘Extensions’ menu, and from there, navigate to ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on. After installation, refresh your spreadsheet to ensure the add-on is active.
3. Configuring the Webhook in Google Sheets
Once you have installed the Pabbly Connect Webhooks add-on, click on ‘Extensions’ again and select ‘Pabbly Connect Webhooks’ followed by ‘Initial Setup’. In the setup window, paste the webhook URL you copied earlier and specify the trigger column, which is the last column where data will be entered.
For example, if your last data entry column is E (where you enter the postal code), set this as the trigger column. After pasting the URL and setting the trigger column, click the ‘Send Test’ button to send a test row from your Google Sheets to Pabbly Connect. This confirms that the connection is established successfully.
- Paste the copied Webhook URL into the designated field.
- Specify the trigger column (e.g., E for postal code).
- Click ‘Send Test’ to verify the connection.
After successfully sending the test data, you can close the setup window. Your Google Sheets is now connected to Pabbly Connect, ready to send contact data to Apollo.
4. Connecting Apollo in Pabbly Connect
Now that Google Sheets is set up as the trigger, it’s time to connect Apollo as the action application in Pabbly Connect. In the action step, search for Apollo and select it. Choose the action event as ‘Create Contact’. This will allow you to automatically create a new contact in Apollo whenever a new row is added to your Google Sheets.
Click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter your Apollo API key. If you’re logged in to Apollo, you can easily find this key in your account settings. Once you have entered the API key, click on ‘Save’ to establish the connection. After this, you will see fields to map the data from Google Sheets to Apollo.
Select Apollo and choose ‘Create Contact’ as the action event. Enter your Apollo API key to connect. Map the fields from Google Sheets to Apollo.
Map the first name, last name, email, organization name, and postal code from your Google Sheets data to the corresponding fields in Apollo. Once all fields are mapped, click on ‘Save and Send Test Request’ to create a new contact in Apollo. This confirms that the integration is working correctly.
5. Finalizing the Integration and Testing
After successfully mapping the fields and sending the test request, check your Apollo account to verify that the new contact has been created. Refresh the contacts section in Apollo, and you should see the new contact listed with the details you provided from Google Sheets.
The integration is now complete! With Pabbly Connect, every time you add a new row in your Google Sheets, a new contact will be automatically created in Apollo without any manual intervention required. This automation saves you time and ensures your contact list is always up to date.
Remember, you only need to set up this automation once. After that, Pabbly Connect will run in the background, managing your contacts seamlessly. If you want to utilize this workflow, you can clone it from the link provided in the description.
Conclusion
In summary, using Pabbly Connect to create contacts in Apollo from Google Sheets streamlines your workflow and enhances productivity. This detailed tutorial guides you through each step, ensuring a smooth integration process.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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