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Track Pabbly Chatflow Contacts Automatically in Google Sheets

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Pabbly Chatflow with Google Sheets, you first need to access Pabbly Connect. Open a new tab and navigate to www.pabbly.com/connect.

If you are a new user, you can sign up for free and receive 100 free tasks each month. This allows you to test the integration without any cost. If you decide to purchase a plan, consider the one-time payment option for unlimited features.

2. Setting Up Pabbly Chatflow for Contact Creation

The next step involves setting up Pabbly Chatflow to trigger whenever a new contact is created. This is done by configuring a webhook in your Pabbly Chatflow account. After logging into your Pabbly Chatflow account, navigate to the settings and find the API and webhook section.

Add a new webhook and name it “Contact Created”.
Paste the webhook URL provided by Pabbly Connect.
Set the event to “Contact Created” to ensure the webhook captures the new contact details.

Once this is configured, you will see a success message indicating that the webhook has been added. This means that your Pabbly Chatflow is now connected to Pabbly Connect and ready to send data.

3. Testing the Integration with a New Contact

Now that the webhook is set up, it’s time to test the integration by creating a new contact in Pabbly Chatflow. This step is crucial to ensure that the data is being sent to Pabbly Connect correctly.

To do this, add a new contact with the required details, such as name, email, and phone number. After adding the contact, return to your Pabbly Connect workflow to check if the new contact’s details have been captured.

Ensure that the name, email, and phone number are displayed correctly in the trigger response.
If the details appear, it confirms that Pabbly Chatflow is successfully integrated with Pabbly Connect.

This successful test indicates that the setup is functioning as intended, and you are ready to automate data transfer to Google Sheets.

4. Adding Data to Google Sheets via Pabbly Connect

With the integration confirmed, the next step is to set up an action in Pabbly Connect to add the new contact details to Google Sheets. Choose the action event as “Add New Row” in Google Sheets.

When prompted, create a new connection by clicking on “Connect” and selecting your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

Select the spreadsheet you created for contact details.
Choose the specific sheet where the data will be stored.
Map the fields from the previous step to the corresponding columns in Google Sheets.

Once you have mapped all the necessary fields, send a test request to ensure that the data is correctly added to your Google Sheets. If successful, you will see the new contact details appear as a new row in your spreadsheet.

5. Conclusion: Automating Contact Management with Pabbly Connect

In this tutorial, we demonstrated how to automate the process of adding new contacts from Pabbly Chatflow to Google Sheets using Pabbly Connect. This integration saves time and reduces manual effort in managing contact data.

By following the steps outlined, you can ensure that every new contact added in Pabbly Chatflow is automatically recorded in Google Sheets, streamlining your workflow and enhancing productivity. If you have any questions or need further assistance, feel free to reach out.