Integrate simPRO Company Details with Google Sheets Using Pabbly Connect

Learn how to automate adding new simPRO company details to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Integration

Pabbly Connect is a powerful automation tool that allows you to integrate simPRO with Google Sheets seamlessly. This integration helps you automate the process of adding new company details to your Google Sheets whenever a new customer is created in simPRO. using Pabbly Connect

To get started, you need to access Pabbly Connect. If you do not have an account, sign up for free. If you already have an account, simply log in using your credentials. Once logged in, you can start creating your workflow to automate the integration process.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located on the dashboard. Name your workflow something descriptive like ‘Add New simPRO Company Details to Google Sheets’ and click on ‘Create’ to proceed. using Pabbly Connect

In this workflow, you will set up a trigger and an action. The trigger will be a new customer created in simPRO, while the action will be adding a new row in Google Sheets. This setup allows Pabbly Connect to listen for new customer entries in simPRO and automatically update your Google Sheets with the relevant details.

3. Setting Up the Trigger for simPRO

After creating your workflow, you will need to set up the trigger. Choose simPRO as your trigger application and select the event as ‘New Company Customer’. Pabbly Connect will provide you with a webhook URL that you will use to connect simPRO with Pabbly Connect. using Pabbly Connect

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your simPRO account and navigate to the ‘Settings’ section.
• Under ‘API’, select ‘Webhook Subscriptions’ and create a new subscription.

Paste the webhook URL into the callback URL field and configure the subscription settings as needed. This step ensures that simPRO sends the customer details to Pabbly Connect whenever a new customer is created.

4. Setting Up the Action to Google Sheets

Once the trigger is set up, the next step is to configure the action in Pabbly Connect. Choose Google Sheets as the action application and select the action event as ‘Add a New Row’. This action will allow Pabbly Connect to add a new row in your Google Sheets whenever a new customer is created in simPRO. using Pabbly Connect

Connect your Google Sheets account by selecting your Google account and allowing the necessary permissions. After connecting, select the spreadsheet you prepared for this integration. Make sure to map the fields from the simPRO trigger to the corresponding columns in Google Sheets accurately.

5. Testing the Integration and Finalizing the Workflow

After mapping the fields, it is crucial to test the integration to ensure everything works as expected. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send a test entry to your Google Sheets based on the details captured from the simPRO trigger. using Pabbly Connect

Check your Google Sheets to confirm that the new company details have been added correctly. If the test is successful, save your workflow in Pabbly Connect. From now on, every time a new company customer is created in simPRO, the details will automatically update in your Google Sheets without manual intervention.

Conclusion

In this tutorial, we explored how to automate the process of adding new simPRO company details to Google Sheets using Pabbly Connect. By following the steps outlined, you can ensure that your Google Sheets are always up-to-date with the latest customer information from simPRO. This integration not only saves time but also reduces the risk of errors associated with manual data entry.