Integrate Taplink Leads with Google Sheets Using Pabbly Connect

Learn how to automate the integration of Taplink leads into Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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. Setting Up Pabbly Connect for Taplink and Google Sheets Integration

To start using Pabbly Connect for integrating Taplink leads into Google Sheets, first, access the Pabbly Connect website. Here, you can create a free account by clicking on the ‘Sign Up Free’ button. This allows you to utilize free automation tasks each month, making it easy to set up your integrations.

Once you have signed up, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the automation setup. Name the workflow as ‘Taplink to Google Sheets’ and click on the ‘Create’ button to proceed. You will be directed to a page where you can configure your trigger and action.

2. Choosing Taplink as the Trigger Application in Pabbly Connect

In this step, you will select Taplink as your trigger application within Pabbly Connect. Start by choosing Taplink from the ‘Choose App’ field. The trigger event you need to select is ‘Create Lead’. This event will activate the workflow whenever a new lead is created in Taplink.

• Select ‘Create Lead’ as the trigger event.
• Copy the provided webhook URL.
• Follow the instructions to connect this URL to your Taplink account.

After copying the webhook URL, navigate to your Taplink account. Go to the add-ons section and select ‘Webhooks’. Choose the ‘New Lead’ option and paste the copied URL into the link field. Ensure you select JSON format and activate it before saving the changes.

3. Testing the Integration with a Sample Lead Submission

Now that you have set up the webhook in Taplink, it’s time to test the integration using Pabbly Connect. To do this, you will need to perform a test submission of a lead through your Taplink landing page. Open your landing page and fill in the details such as name, email, and phone number, then click on submit.

Once the submission is complete, return to Pabbly Connect. You should see a response section displaying the details of the lead you just submitted. This confirmation indicates that the integration is working correctly and that the data is being captured successfully.

4. Adding Google Sheets as the Action Application in Pabbly Connect

With the lead data successfully captured, the next step is to send this information to Google Sheets using Pabbly Connect. In the action step of your workflow, search for Google Sheets in the ‘Choose App’ field. Select it and choose the action event ‘Add New Row’.

Click on ‘Connect’ and then select ‘Add New Connection’. Sign in with your Google account that has access to the Google Sheets where you want to store the lead data. Once authorized, you will be prompted to select the spreadsheet you created for Taplink leads.

• Choose the spreadsheet named ‘Taplink Leads’.
• Select the specific sheet where the data will be added.
• Map the fields from the trigger step to the corresponding columns in Google Sheets.

After mapping the fields such as name, email, and phone number, click on the ‘Save and Send Test Request’ button. This will send the test data to your Google Sheets, allowing you to verify that the integration works as intended.

5. Finalizing the Automation Workflow

Congratulations! You have now successfully set up the automation to add Taplink leads to Google Sheets using Pabbly Connect. After testing, you can check your Google Sheets to confirm that the lead data appears as expected. This automation will run in the background, ensuring that every new lead captured through your Taplink landing page is automatically added to your spreadsheet.

Remember, you only need to set up this automation once. After that, any new submissions will automatically populate in your Google Sheets without any manual effort. This seamless integration allows you to focus on other important tasks while keeping track of your leads efficiently.

Conclusion

In this tutorial, we demonstrated how to integrate Taplink leads into Google Sheets using Pabbly Connect. By following these steps, you can automate the process of capturing leads efficiently and effectively. Enjoy the benefits of automation with Pabbly Connect!