Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Pipedrive, you first need to access Pabbly Connect. Simply visit pabbly.com and log into your account by clicking on the “Login” button in the top right corner.

If you’re a new user, you can sign up for a free trial. Once logged in, navigate to the Pabbly Connect dashboard where you can create a new workflow. This is the central hub where all your integrations will be managed.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on “Create Workflow” and give it a name, such as “Import Bulk Contacts to Pipedrive CRM”. Select a folder to store this workflow.

  • Click on the “Create” button to finalize the workflow.
  • You will see a trigger and action box appear on the screen.

In this workflow, the trigger will be set to Google Sheets, which will initiate the automation whenever you want to add bulk contacts. This is done by selecting the appropriate event in the trigger settings.

3. Setting Up Google Sheets as a Trigger

To connect Google Sheets with Pabbly Connect, select Google Sheets as your trigger app. Choose the event “New or Updated Spreadsheet Row”. This event will be activated whenever a new row is added or updated in your Google Sheet.

Next, you will be provided with a Webhook URL. This URL acts as a bridge between Google Sheets and Pabbly Connect. Copy this URL and head over to your Google Sheets.

  • Go to “Extensions” > “Add-ons” > “Get add-ons” to find and install the Pabbly Connect Webhooks add-on.
  • After installation, refresh your Google Sheets.

Once refreshed, open the add-on settings and paste the Webhook URL. Specify the trigger column, which is the final column that will activate the data transfer. Click on “Send Test” to ensure the connection is working properly.

4. Connecting Pipedrive as the Action App

After setting up Google Sheets, the next step is to connect Pipedrive as the action app in Pabbly Connect. Select Pipedrive and choose the event “Create Person”. This will allow you to add new contacts directly into your Pipedrive CRM.

If you don’t have an existing connection, create a new one by entering your Pipedrive API key. You can find this key in your Pipedrive account settings under API. Once entered, click on “Save” to establish the connection.

  • Map the fields from Google Sheets to the corresponding fields in Pipedrive.
  • Ensure that you link the first name, last name, email, and phone number correctly.

After mapping, click on “Save and Send Test Request” to verify that the data is being sent correctly to Pipedrive.

5. Finalizing the Integration and Sending Data

With everything set up, it’s time to finalize the integration in Pabbly Connect. Go back to your Google Sheets and use the Pabbly Connect Webhooks add-on to send all data. Click on “Send All Data” to push all contacts into Pipedrive.

Once the data is sent, you can check your Pipedrive account to confirm that all contacts have been added successfully. This automation saves you time and ensures that your CRM is always up to date with the latest contact information.

By using Pabbly Connect, you can automate this entire process, making it easy to manage your contacts without manual input. This integration is especially useful during peak times like Black Friday when managing new leads is crucial.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Google Sheets with Pipedrive CRM. By following these steps, you can automate your contact management efficiently.

This integration not only saves time but also ensures accuracy in your CRM data, allowing you to focus on growing your business.