Instant Bulk Contact Creation for Zoho Bigin (One Click)

Learn how to instantly create bulk contacts in Zoho Bigin using Pabbly Connect with this step-by-step tutorial. Integrate Google Sheets and Zoho Bigin seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Bulk Contact Creation

To start the process of instant bulk contact creation in Zoho Bigin, you need to access Pabbly Connect. If you’re a new user, go to pabbl.com/connect and sign up for free. This allows you to explore the features of Pabbly Connect and utilize up to 100 tasks monthly for free.

Once you are logged into Pabbly Connect, navigate to the workflow builder. This is where you will create the automation that connects Google Sheets and Zoho Bigin. By setting up this integration, you can automate the process of adding multiple contacts with just a single click.

2. Creating the Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Add Trigger’ button. You will need to select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This sets the stage for capturing data from Google Sheets.

• Select Google Sheets as the trigger application.
• Choose the event ‘New or Updated Spreadsheet Row’.
• Connect your Google Sheets account to Pabbly Connect.

After connecting, you will receive a webhook URL. Copy this URL and move to your Google Sheets. In the extensions menu, install the Pabbly Connect Webhooks add-on. This will allow your Google Sheets to send data to Pabbly Connect whenever a new row is added.

3. Configuring Google Sheets for Integration

To configure Google Sheets, go to the extensions menu and find the Pabbly Connect Webhooks option. Click on ‘Initial Setup’ and paste the webhook URL you copied earlier. Set the trigger column to the final data column where new entries will be added.

After setting this up, send a test data row from Google Sheets to Pabbly Connect by clicking on the ‘Send Test’ button. This action will help confirm that your integration is working correctly and that Pabbly Connect is capturing the data as expected.

• Go to Extensions > Pabbly Connect > Webhooks > Initial Setup.
• Paste the webhook URL and set the trigger column.
• Click ‘Send Test’ to check the connection.

Once the test is successful, you will see the data captured in Pabbly Connect. This confirms that your Google Sheets is now properly integrated into the workflow.

4. Adding Zoho Bigin as the Action Step

Next, you will add Zoho Bigin as the action application in your Pabbly Connect workflow. Click on ‘Add New Action Step’ and choose Zoho Bigin. For the event, select ‘Create Contact’.

Connect your Zoho Bigin account to Pabbly Connect. You will need to provide the domain, which you can find in your Zoho Bigin account URL. After connecting, you will map the fields from your Google Sheets to Zoho Bigin to create new contacts.

Select Zoho Bigin as the action application. Choose ‘Create Contact’ as the event. Map the necessary fields from Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’. This action will create a new contact in Zoho Bigin using the data from Google Sheets, confirming that your workflow is functioning correctly.

5. Bulk Contact Creation in Zoho Bigin

To create multiple contacts in Zoho Bigin at once, return to your Google Sheets. Click on the Pabbly Connect Webhooks extension and select ‘Send All Data’. This action will send all the rows of data to your Pabbly Connect workflow.

Once the data is sent, Pabbly Connect will automatically create multiple contacts in Zoho Bigin based on the information in your Google Sheets. This bulk creation process saves time and effort, allowing you to manage your contacts efficiently.

Click on ‘Send All Data’ in the Pabbly Connect Webhooks menu. Confirm that all data rows are sent to Pabbly Connect. Check Zoho Bigin to see the newly created contacts.

By following these steps, you can efficiently create bulk contacts in Zoho Bigin using Pabbly Connect, enhancing your workflow and productivity.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to instantly create bulk contacts in Zoho Bigin. By integrating Google Sheets with Zoho Bigin through Pabbly Connect, you can automate contact management effectively. Try this automation today to streamline your workflow!