Integrate Google Sheets with Zoho Bigin Using Pabbly Connect

Learn how to create Zoho Bigin customers from Google Sheets seamlessly using Pabbly Connect. Follow this step-by-step tutorial for a smooth integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin the integration process, you need to access Pabbly Connect. Open your browser and type in the URL: Pabbly.com/connect. This will take you to the Pabbly Connect landing page where you can sign in or sign up.

If you’re a new user, click on the ‘Sign Up for Free’ button. After signing up, you will receive 100 free tasks to start with. If you already have an account, simply sign in. Once signed in, navigate to the ‘All Applications’ page and select Pabbly Connect to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, click on the blue ‘Create Workflow’ button. You will be prompted to name your workflow. Since our goal is to create a customer in Zoho Bigin from Google Sheets, name it ‘Google Sheets Zoho Bigin Integration’.

After naming your workflow, click on ‘Create’. You will now see two important sections: Trigger and Action. The Trigger application here is Google Sheets, which will activate the workflow whenever a new record is added.

• Select Google Sheets as your Trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your Google Sheets.

3. Setting Up Google Sheets with Pabbly Connect

Open your Google Sheets where you have your client data. Ensure you have columns like First Name, Last Name, Email Address, Mobile Number, Company, and Description. Go to ‘Extensions’ and then ‘Add-ons’ to find the Pabbly Connect Webhooks add-on. Install it if you haven’t already.

Once installed, go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column to the final data column, which is usually the last filled column (for example, Column F). Click on ‘Submit’ to finalize the setup.

• Ensure the trigger column is correctly set to capture new data.
• Close the setup window after successful configuration.

Now, go back to Pabbly Connect where it will be waiting for a webhook response. This means you need to test the submission by adding a new row in Google Sheets.

4. Testing the Integration with Pabbly Connect

Fill in the new data in your Google Sheets. For example, enter a first name like ‘Test User’, last name ‘Pabbly’, email ‘[email protected]’, mobile number, company name, and a description. After entering this information, go back to ‘Extensions’ in Google Sheets, select ‘Pabbly Connect Webhooks’, and click on ‘Send on Event’ if it’s not already selected.

Then, click on ‘Send Test Data’ to send the information to Pabbly Connect. Once you submit, return to Pabbly Connect, and you should see the API response containing all the data you just entered. This confirms that the integration is working so far.

Verify that all fields are correctly captured in the API response. Make sure to check for any errors in the response.

Now that you have confirmed the data is being sent correctly, you can proceed to set up the action in Zoho Bigin.

5. Creating a Customer in Zoho Bigin

In the Pabbly Connect dashboard, select Zoho Bigin as your Action application. The action event will be ‘Create Contact’. Click on ‘Connect’ to establish a connection with your Zoho Bigin account.

You will need to provide your Zoho domain (e.g., zoho.com) and authorize the connection. Once authorized, you will map the data received from Google Sheets to the corresponding fields in Zoho Bigin. This includes mapping the first name, last name, email, mobile number, company name, and description.

Ensure that all fields are correctly mapped to create a new contact. Click on ‘Save and Send Test Request’ to complete the integration.

Once you click save, you will receive a success message indicating that the contact has been created in Zoho Bigin. You can verify this by checking your Zoho Bigin contacts to see if the new customer appears.

Conclusion

In this tutorial, we have successfully integrated Google Sheets with Zoho Bigin using Pabbly Connect. By following these steps, you can automate the process of creating new customers in Zoho Bigin from your Google Sheets data. This integration not only saves time but also enhances your customer management efficiency.

If you have any questions or need further assistance, feel free to reach out. Start automating your workflows with Pabbly Connect today!