Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with PipeDrive, access Pabbly Connect first. If you are an existing user, simply log in to your account. New users can visit the Pabbly website and sign up for a free account by clicking on the “Sign Up for Free” option in the top right corner.

Once you have signed up, you will receive 100 free tasks per month. This allows you to explore the features of Pabbly Connect without any cost. After exploring, you can choose to subscribe to a plan that suits your needs.

2. Setting Up Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will need to create a new workflow. Click on the “Add Trigger” button to begin. For the trigger application, select “Google Sheets” and choose the event as “New or Updated Spreadsheet Row”. After that, click on “Connect” to generate a webhook URL.

  • Select Google Sheets as the trigger application.
  • Choose “New or Updated Spreadsheet Row” as the event.
  • Click on “Connect” to receive the webhook URL.

Copy the webhook URL and navigate to your Google Sheets. Go to Extensions, then Add-ons, and select “Get Add-ons” to install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheets to see the new option.

3. Initializing the Webhook in Google Sheets

After refreshing, click on the “Pabbly Connect Webhooks” option and select “Initial Setup”. Here, you will paste the webhook URL you copied earlier. For the trigger column, specify the last data column where you will add new entries, for example, column D.

Click on “Submit” to configure the setup successfully. This indicates that your Google Sheets is now connected to Pabbly Connect. To test the connection, go back to your spreadsheet and click on “Send Test”. This will send the first row of data to your workflow.

  • Paste the webhook URL in the designated field.
  • Specify the trigger column (e.g., column D).
  • Click “Submit” to finalize the setup.

Once the test data is sent successfully, you will see that Pabbly Connect has captured the response, indicating that the connection is working as intended.

4. Creating Contacts in PipeDrive Using Pabbly Connect

Next, to create a contact in PipeDrive, click on “New Action Step” and select “PipeDrive” as the action application. Choose the event “Create a Person” and click on “Connect”. If you have previously connected PipeDrive, select the existing connection; otherwise, create a new connection by entering your PipeDrive API token.

To retrieve your API token, log in to your PipeDrive account, go to your profile settings, and find the API section. Copy the token and paste it into the Pabbly Connect workflow. After saving, you will need to fill in the details for the new contact.

  • Select “PipeDrive” as the action application.
  • Choose “Create a Person” as the event.
  • Enter your PipeDrive API token to connect.

Map the contact details dynamically by using the slash search feature in Pabbly Connect. This allows you to insert data from your Google Sheets into the PipeDrive fields automatically, ensuring that every new response is accurately recorded in PipeDrive.

5. Bulk Uploading Contacts to PipeDrive

To upload multiple contacts at once, return to your Google Sheets and click on the “Pabbly Connect Webhooks” option. Select “Send All Data” to transfer all entries in your spreadsheet to PipeDrive. This will automatically create contacts for each entry based on the data you provided.

Make sure that the “Send on Event” option is enabled in the Pabbly Connect Webhooks settings. This ensures that whenever new data is added to your Google Sheets, it will be sent to Pabbly Connect automatically, creating new contacts in PipeDrive without any manual intervention.

Using this method, you can efficiently manage and automate your contact creation process. With Pabbly Connect, the integration between Google Sheets and PipeDrive becomes seamless and hassle-free.

Conclusion

Integrating Google Sheets with PipeDrive using Pabbly Connect allows users to automate their workflow effectively. By following the steps outlined, you can easily create and manage contacts in PipeDrive directly from your Google Sheets, enhancing productivity and efficiency.