Integrating Google Sheets with Infusionsoft Using Pabbly Connect

Learn how to automatically add contacts to Infusionsoft from Google Sheets using Pabbly Connect with this step-by-step tutorial. 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 Integration

To begin integrating Google Sheets with Infusionsoft, the first step is to set up Pabbly Connect. This platform allows you to automate the process of adding contacts from Google Sheets directly into Infusionsoft. Start by logging into your Pabbly Connect account.

Once logged in, navigate to the dashboard where you can create a new workflow. This will be the foundation of your integration. Click on the button to create a new workflow, and give it a name that reflects its purpose, such as ‘Google Sheets to Infusionsoft’.

2. Configuring Google Sheets in Pabbly Connect

In this section, you will configure Google Sheets as your trigger application within Pabbly Connect. This involves selecting Google Sheets from the list of applications and setting it as the trigger for your workflow. You will need to authorize Pabbly Connect to access your Google Sheets account.

• Select ‘Google Sheets’ as the trigger application.
• Choose the trigger event, such as ‘New Spreadsheet Row’.
• Authorize Pabbly Connect to access your Google Sheets account.

After you’ve authorized Pabbly Connect, you will need to select the specific Google Sheet that contains the contact details you want to transfer to Infusionsoft. Make sure the sheet is formatted correctly to avoid any issues during the integration process.

3. Setting Up Infusionsoft in Pabbly Connect

Next, you will set up Infusionsoft as your action application in Pabbly Connect. This step is crucial as it defines what happens to the data collected from Google Sheets. Choose Infusionsoft from the list of applications and select the action event, such as ‘Add/Update Contact’.

During this step, you will also need to authorize Pabbly Connect to access your Infusionsoft account. Once authorized, map the fields from your Google Sheets data to the corresponding fields in Infusionsoft. This ensures that the correct information is transferred accurately.

• Select ‘Infusionsoft’ as the action application.
• Choose the action event, such as ‘Add/Update Contact’.
• Authorize Pabbly Connect to access your Infusionsoft account.

Finally, confirm that all necessary fields are mapped correctly before proceeding. This setup will ensure that when a new row is added to your Google Sheets, the contact information will automatically update or create a new contact in Infusionsoft.

4. Testing the Integration with Pabbly Connect

After configuring both Google Sheets and Infusionsoft, the next step is to test your integration. Testing is essential to ensure that the data flows correctly from Google Sheets to Infusionsoft via Pabbly Connect. You can do this by adding a new row to your Google Sheets with sample contact information.

Once you’ve added the new row, return to Pabbly Connect and run the workflow to see if the contact is added to Infusionsoft. If everything is set up correctly, you should see the new contact appear in your Infusionsoft account.

If the test is successful, you can activate the workflow in Pabbly Connect to automate the process. This means every time you add a new contact in Google Sheets, it will automatically be added to Infusionsoft without any manual intervention.

5. Conclusion: Automate Your Contact Management

Integrating Google Sheets with Infusionsoft using Pabbly Connect streamlines your contact management process. By following the steps outlined in this tutorial, you can automate the addition of contacts, saving time and reducing manual errors.

This integration not only enhances efficiency but also ensures that your contact database is always up-to-date. Start using Pabbly Connect today to take advantage of this powerful automation tool!