Integrating Fresh Proposals with Google Sheets Using Pabbly Connect

Learn how to automate adding Fresh Proposals client details to Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Fresh Proposals Integration

To start automating the process of adding Fresh Proposals client details to Google Sheets, you first need to access Pabbly Connect. Go to the Pabbly website and sign in to your account. If you do not have an account, you can sign up for free and receive free tasks every month.

Once logged in, navigate to the dashboard where you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Fresh Proposals to Google Sheets’. This sets the stage for your integration process using Pabbly Connect.

2. Setting Up Trigger Event in Pabbly Connect

In this section, you will configure the trigger event that initiates the automation. Select Fresh Proposals as your trigger application and choose the event ‘Client Contact Created’. This event will trigger whenever a new client contact is created in Fresh Proposals.

• Choose Fresh Proposals from the list of applications.
• Select ‘Client Contact Created’ as the trigger event.
• Connect to Fresh Proposals using your API key.

After setting up the trigger, you will need to connect Pabbly Connect with your Fresh Proposals account by providing the required API key. This key can be found in your Fresh Proposals account under the Integrations section. Once connected, test the connection to ensure everything is working properly.

3. Creating a Dummy Client in Fresh Proposals

To verify that the integration is functioning correctly, you need to create a dummy client contact in Fresh Proposals. Navigate to the Clients section in your Fresh Proposals dashboard and click on ‘Add Client’. Fill in the necessary details such as company name, address, and client contact information.

• Enter the company name, address, and city.
• Add the client’s first name, last name, email, and contact number.
• Click on ‘Add’ to save the client details.

Once the client is added, check back in Pabbly Connect to see if the client details have been captured. This step confirms that the trigger is working correctly and that Fresh Proposals is successfully integrated with Pabbly Connect.

4. Setting Up Action in Google Sheets

Now that the trigger is set, it’s time to configure the action that will send the data to Google Sheets. Select Google Sheets as your action application and choose the ‘Add New Row’ event. This step will ensure that every new client contact created will be added as a new row in your designated Google Sheet.

Connect Pabbly Connect with your Google Sheets account. You will be prompted to select the spreadsheet where you want the data to be added. Choose the spreadsheet titled ‘Fresh Proposals Client Data’ and ensure that the relevant fields such as company name, client name, email, and contact number are set up in the sheet.

5. Mapping Fields and Testing the Integration

In this final step, you’ll map the fields from Fresh Proposals to Google Sheets. This mapping process ensures that the correct information is sent to the correct columns in your spreadsheet. Select each field from the Fresh Proposals response and map it to the corresponding field in Google Sheets.

Map the company name from Fresh Proposals to the Company Name column in Google Sheets. Map the client’s full name by combining first and last names. Map the client’s email and contact number accordingly.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works. Check your Google Sheet to confirm that the new client details have been added successfully. This means your Fresh Proposals and Google Sheets integration via Pabbly Connect is complete and functioning as intended.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of adding Fresh Proposals client details to Google Sheets. This integration streamlines your workflow, ensuring that all client information is recorded accurately and promptly.