How to Save Close CRM Leads in Google Sheets in Real-Time Using Pabbly Connect

Learn how to integrate Close CRM with Google Sheets in real-time using Pabbly Connect. Follow our step-by-step guide for seamless automation! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for CRM Integration

In this tutorial, we will explore how to use Pabbly Connect to save Close CRM leads in Google Sheets automatically. The integration between Close CRM and Google Sheets is crucial for managing data effectively. With Pabbly Connect, you can automate this process without any technical skills.

First, you need to access Pabbly Connect. Go to the Pabbly website, sign up for a free account, and navigate to the app section. Once there, you can access Pabbly Connect to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button at the top right corner of the dashboard. Name your workflow something like ‘Close CRM to Google Sheets’. This will help you identify the integration easily.

• Click on ‘Create’ to proceed.
• Select Close CRM as your Trigger App.
• Choose ‘New Lead’ as the Trigger Event.

After setting up the trigger, click on ‘Connect’ to establish a connection between Close CRM and Pabbly Connect. You will need to enter your API key from Close CRM, which you can find in the settings under API Keys. This step is essential for the integration to work correctly.

3. Capturing Lead Data from Close CRM

Once you have set up the trigger, Pabbly Connect will wait for new leads to come in from Close CRM. To test this, create a new lead in your Close CRM account. For example, input the lead’s name as ‘Thomas Row’ and the company as ‘Microsoft’.

After creating the lead, Pabbly Connect will capture this data. You should see a response indicating that the lead has been successfully captured. If the lead details are not showing up correctly, make sure you have mapped the lead ID correctly in the action settings.

• Ensure the lead ID is mapped to extract the correct details.
• Test the connection to verify successful data capture.

With the lead data captured, you can now proceed to send this information to Google Sheets using Pabbly Connect.

4. Sending Data to Google Sheets via Pabbly Connect

Now that you have captured the lead data, it’s time to send it to Google Sheets. In Pabbly Connect, add another action step and select Google Sheets as your action app. Choose the action event as ‘Add New Row’.

Connect your Google Sheets account to Pabbly Connect by granting necessary permissions. Once connected, select the Google Sheet where you want to store the lead data. Map the fields such as organization name and lead name to the respective columns in your Google Sheet.

Map the organization field to the corresponding column. Map the lead name to its respective column.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the data is correctly sent to Google Sheets. If successful, you will see the new lead information appear in your specified Google Sheet.

5. Conclusion and Benefits of Using Pabbly Connect

In conclusion, using Pabbly Connect to integrate Close CRM with Google Sheets allows you to automate the data flow effortlessly. This automation saves time and ensures that your lead data is always up-to-date in real-time.

By following this tutorial, you can set up a seamless integration that enhances your workflow efficiency. With Pabbly Connect, you can also explore other integrations to automate various aspects of your business operations.

In this tutorial, we learned how to save Close CRM leads in Google Sheets in real-time using Pabbly Connect. Automating this process enhances your productivity and keeps your data organized.