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Save Systeme.io Leads to Google Sheets Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating System.io leads into Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at pabbly.com/connect, where you can either sign up for a free account or log in if you already have one.

Once logged in, you can take advantage of the free tasks available for testing your automation. This setup allows you to create workflows that will automatically add leads from System.io to Google Sheets without any manual intervention.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and name your workflow appropriately, such as “System.io to Google Sheets Integration”.

Select System.io as your trigger application.
Choose the event as “Contact Subscribed to a Form”.
Build the connection to generate your webhook URL.

This webhook URL will be used in your System.io account to send data to Pabbly Connect whenever a new lead is generated.

3. Setting Up System.io for Webhook Integration

Now that you have your webhook URL from Pabbly Connect, it’s time to set up System.io. Go to your System.io dashboard and navigate to the funnel where you want to collect leads.

In the funnel settings, create a new automation rule by selecting the “Funnel Step Form Subscribed” trigger. Then, paste the webhook URL from Pabbly Connect into the action section to send data to the webhook whenever a new form is filled.

4. Mapping Data from System.io to Google Sheets

After setting up the webhook, you will now map the data to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the event as “Add New Row”.

Log in to your Google account to establish a connection.
Select the relevant spreadsheet where you want to store the leads.
Map the fields from System.io to the respective columns in Google Sheets.

This mapping ensures that whenever a lead is captured, their details will automatically populate in the designated columns of your Google Sheet.

5. Testing the Integration

To confirm that everything is set up correctly, fill out the System.io subscription form with a test lead. Once submitted, check Pabbly Connect to see if the lead information was received.

If the data appears correctly, navigate to your Google Sheet to ensure the new lead is added successfully. This step demonstrates that Pabbly Connect has effectively integrated System.io with Google Sheets, automating the entire process.

Conclusion

By following this tutorial, you can easily automate the process of adding System.io leads to Google Sheets using Pabbly Connect. This integration not only saves time but also reduces manual errors, streamlining your workflow effectively.