How Travel Agencies Can Add Enquiry Leads to Google Sheets

Learn how travel agencies can automate adding enquiry leads to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Travel Agencies

To begin using Pabbly Connect, you must first access the platform. If you are a new user, open a new browser tab and search for pabbl.com/connect. This will take you to the Pabbly Connect landing page.

In the top right corner, you will find the option to ‘Sign Up for Free.’ Click on this button to create your account. New users will receive 100 free tasks every month, enabling them to explore the features of Pabbly Connect without any cost. This allows you to add up to 100 lead details into Google Sheets for free.

2. Creating Your Workflow in Pabbly Connect

Once you have signed into Pabbly Connect, navigate to the workflow builder. The workflow consists of triggers and actions, which are essential for automating the process. Click on the ‘Add Trigger’ button to set up the trigger application.

• Select ‘Just’ as your trigger application.
• For the event, choose ‘New Leads’ and click on ‘Connect.’
• Copy the Webhook URL provided by Pabbly Connect.

To complete the setup, reach out to your Just account manager to add the copied Webhook URL to your account. Once this is done, Pabbly Connect will automatically capture lead details as they come in.

3. Capturing Lead Details from Just

After the Webhook URL is added, you can start capturing lead details in Pabbly Connect. You will see a response containing lead information such as last name, first name, email address, and area. This information is essential for your travel agency.

Next, to add these lead details to Google Sheets, click on ‘Add New Action Step’. Search for ‘Google Sheets’ as the action application and select ‘Add New Row’ as the event. Click on ‘Connect’ to set up the connection.

4. Connecting Google Sheets with Pabbly Connect

In this step, if you have an existing connection between Google Sheets and Pabbly Connect, simply select it. Otherwise, click on ‘Add New Connection’ and sign in with your Google account.

• Select the Google account you want to use for this integration.
• Allow all permissions requested by Pabbly Connect.
• Choose the spreadsheet and the specific sheet where you want to store the lead details.

For this tutorial, select the spreadsheet named ‘Lead Details’ and the sheet as ‘Sheet1’. This will ensure that all incoming lead data is organized properly in Google Sheets.

5. Mapping Lead Details to Google Sheets

Now that you have selected the spreadsheet and sheet, it’s time to map the lead details. Mapping in Pabbly Connect allows you to dynamically insert data from the previous step into your Google Sheets.

Click on the fields in your Google Sheets setup and map the corresponding lead details. For example, map the first name, last name, email, and area accordingly. After mapping, click on ‘Save and Send Test Request’ to test the integration.

Once the test is successful, you will receive a confirmation that the details have been added to your Google Sheets. From now on, every new lead from Just will automatically populate in your Google Sheets without any manual effort.

Conclusion

In this tutorial, we demonstrated how travel agencies can easily add enquiry leads to Google Sheets using Pabbly Connect. By following these steps, you can automate the process and save time, ensuring that all lead details are captured accurately and efficiently.

Utilizing Pabbly Connect for this integration allows for seamless data management, enhancing your travel agency’s operational efficiency. Start using Pabbly Connect today to streamline your workflow!