Integrating Slack Client Information to Google Sheets Using Pabbly Connect

Learn how to integrate Slack client information into Google Sheets using Pabbly Connect with email and contact details in this detailed tutorial. 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 Integration

To start integrating Slack client information into Google Sheets, you first need to access Pabbly Connect. Open your browser and type in the URL www.Pabbly.com/connect. This will take you to the landing page of Pabbly Connect.

Once on the page, you will find options to sign in or sign up. If you are a new user, click on the sign-up button to create a free account. Pabbly Connect offers 100 free tasks every month, making it easy to get started.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, click on the blue ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. You can name it ‘Slack Information to Google Sheets’ to reflect its purpose.

Once you have named your workflow, click on ‘Create’. You will then see options for trigger and action events. The trigger is the event that starts the workflow, while the action is what happens as a result. For this integration, select Slack as the trigger app.

3. Setting Up Slack as the Trigger Application

To set Slack as the trigger, select ‘New User’ as the trigger event. This means that every time a new user is created in Slack, it will trigger the workflow in Pabbly Connect. Next, you will need to connect your Slack account.

Click on ‘Add New Connection’ and then select ‘Connect with Slack’. You will be prompted to choose a token type; select ‘User’ since you will need to send messages and share details. After this, authorize Pabbly Connect to access your Slack workspace by clicking on ‘Allow’.

4. Adding Google Sheets as the Action Application

After successfully setting up Slack, the next step is to add Google Sheets as the action application in Pabbly Connect. Click on the option to add a new action and select Google Sheets. The action event you need to choose is ‘Lookup Spreadsheet Row’. This will allow you to check if the user already exists in your Google Sheets.

To connect Google Sheets, click on ‘Add New Connection’ and authorize access. Once connected, select the spreadsheet you want to work with. Ensure that your spreadsheet has the necessary columns for email and contact details. Map the email address from Slack to the appropriate column in Google Sheets.

• Select the spreadsheet containing your contact details.
• Map the email address from Slack to the email column in Google Sheets.
• Test the connection to ensure data is being pulled correctly.

After setting up the action, click on ‘Save and Send Test Request’ to verify that the integration works as expected.

5. Finalizing the Integration and Testing

With both Slack and Google Sheets configured in Pabbly Connect, it’s time to finalize the integration. You will need to set up a filter to determine if the user already exists in your spreadsheet. If the user does not exist, then proceed to add them as a new entry.

To do this, select the filter option and set the condition to check if the response result is ‘Data Not Found’. If true, proceed to add the new user details to Google Sheets by selecting the ‘Add New Row’ action in Google Sheets. Map the relevant fields such as name, email, and contact number.

Finally, test the integration by creating a new user in Slack. Wait for a few minutes for the data to populate in Google Sheets. Refresh your spreadsheet to confirm that the new user information has been added successfully.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Slack client information into Google Sheets effectively. By following these steps, you can automate the process of capturing new user details, ensuring your records are always up to date. This integration enhances your workflow efficiency and keeps your data organized.