Integrate Fresh Proposals with Google Sheets Using Pabbly Connect

Learn how to automate the process of adding accepted Fresh Proposals details to Google Sheets using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of adding accepted Fresh Proposals details to Google Sheets, first, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. Signing up grants you free tasks every month, perfect for testing integrations.

Once you log in, locate the ‘Create Workflow’ button on the top right. Name your workflow ‘Fresh Proposals to Google Sheets’. This will set up the necessary automation process between Fresh Proposals and Google Sheets through Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

The next step is to set the trigger for your automation. In Pabbly Connect, select Fresh Proposals as the application for your trigger. Choose the trigger event ‘Proposal Accepted’. This means the automation will initiate every time a proposal is accepted.

• Select Fresh Proposals as the application.
• Choose the trigger event ‘Proposal Accepted’.
• Connect your Fresh Proposals account using the API key.

To obtain the API key, navigate to your Fresh Proposals account, go to Integrations, and click on Pabbly. Copy the API key and paste it into Pabbly Connect. After saving, send a test request to ensure the connection is successful.

3. Accepting Fresh Proposals

Now, you need to accept a dummy proposal in your Fresh Proposals account to test the integration. Open the proposal you are working with and complete the signing process. After both parties have signed, click on the ‘Accept’ button to finalize the proposal.

After accepting the proposal, return to Pabbly Connect. You should see that the response has been captured, displaying details such as the proposal name, status, client name, and price. This confirms that the integration is working correctly.

4. Setting Up the Action to Add Rows in Google Sheets

The next step involves setting up the action in Pabbly Connect. Select Google Sheets as the application and choose the action event ‘Add New Row’. This action will ensure that every time a proposal is accepted, the details are added as a new row in your specified Google Sheet.

• Select Google Sheets as the application.
• Choose the action event ‘Add New Row’.
• Connect your Google Sheets account.

Choose the Google Sheet you prepared for this integration, such as ‘Fresh Proposals Test’. Map the necessary fields like proposal name, proposal number, client name, and price from the data captured in the previous step. Once all fields are mapped, click on ‘Save and Send Test Request’ to check if the data is correctly added to your Google Sheet.

5. Verifying the Integration in Google Sheets

After completing the setup, it’s essential to verify that the integration works as intended. Open your Google Sheets document, specifically the ‘Fresh Proposals Test’ sheet, to check if the accepted proposal details have been added successfully as a new row.

You should see columns populated with the proposal name, number, status, client name, email, and price. This confirms that Pabbly Connect has successfully automated the process of adding accepted Fresh Proposals details to Google Sheets.

Conclusion

In this tutorial, we explored how to automate the addition of accepted Fresh Proposals details to Google Sheets using Pabbly Connect. By following the steps outlined, you can streamline your workflow and ensure that important proposal information is always up to date in your Google Sheets.