How to Create Contacts in WildApricot from Google Sheets Using Pabbly Connect

Learn how to automate adding contacts to WildApricot from Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create contacts in WildApricot from Google Sheets, we will utilize Pabbly Connect. Begin by signing up for a free account on Pabbly Connect. This platform allows seamless integration between various applications, including Google Sheets and WildApricot.

Once you have signed up, log into your Pabbly Connect dashboard. Here, you will create a new workflow specifically for adding contacts from Google Sheets to WildApricot. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Google Sheets to WildApricot’), and proceed to set up the trigger and action for this automation.

2. Setting Up Google Sheets Trigger in Pabbly Connect

In this step, we will set up the trigger for our workflow. Select Google Sheets as the application in the trigger window of Pabbly Connect. From the trigger event dropdown, choose ‘New or Updated Spreadsheet Row’. This selection allows Pabbly Connect to monitor your Google Sheets for any new entries.

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

Next, navigate to your Google Sheet and install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheets. Go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL and specify the trigger column (the last column with data). This column will notify Pabbly Connect whenever new data is added.

3. Connecting Google Sheets to Pabbly Connect

After setting up the trigger, it’s time to connect Google Sheets to Pabbly Connect. In the Initial Setup dialog, select the sheet you want to use and specify the trigger column. For example, if your last data entry is in column D, enter ‘D’ as the trigger column.

Once you have configured these settings, click on ‘Send Test’. This action sends a test row to Pabbly Connect, confirming that the connection is successful. You should see the test data appear in your Pabbly Connect workflow, indicating that the integration is working as intended.

4. Setting Up WildApricot Action in Pabbly Connect

Now that Google Sheets is connected to Pabbly Connect, we will set up the action to create a new contact in WildApricot. In the action window, search for WildApricot and select it as the application. Choose ‘Create Contact’ as the action event.

• Select WildApricot as the app in the action window.
• Choose ‘Create Contact’ as the action event.
• Connect your WildApricot account by entering your API key.

To get your API key, go to your WildApricot settings, navigate to the ‘Authorized Applications’ section, and create a new authorized application. Copy the API key and paste it into Pabbly Connect. After connecting, map the fields from your Google Sheets data to the corresponding fields in WildApricot (first name, last name, email, etc.).

5. Testing the Integration Workflow

With both Google Sheets and WildApricot connected through Pabbly Connect, it’s time to test the integration. Go back to your Google Sheet and add a new contact entry. Ensure that all required fields (first name, last name, email, organization) are filled out.

After entering the new data, check your WildApricot account. Refresh the contacts page, and you should see the new contact added automatically. This confirms that the automation workflow is functioning correctly, allowing you to seamlessly add contacts from Google Sheets to WildApricot without manual input.

Conclusion

This tutorial demonstrated how to automate the process of creating contacts in WildApricot from Google Sheets using Pabbly Connect. By following these steps, you can enhance your workflow efficiency and save time on manual data entry. With Pabbly Connect, integrating various applications has never been easier.