Integrate Freshsales CRM with Google Sheets Using Pabbly Connect

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To start integrating Freshsales CRM with Google Sheets, first access Pabbly Connect. Sign up for an account if you haven’t already. Once logged in, click on the ‘Create Workflow’ button to begin.

In the workflow setup, select Google Sheets as your trigger application. This will allow you to capture new rows added to your Google Sheet. Next, choose the ‘New Spreadsheet Row’ trigger event from the options provided. This setup ensures that every time a new row is added, it will trigger the workflow in Pabbly Connect.

Connecting Google Sheets to Pabbly Connect

After setting up the trigger, it’s time to connect your Google Sheets account. Click on ‘Connect’ and authorize Pabbly Connect to access your Google Sheets. You will need to select the specific spreadsheet you want to monitor for new rows.

Once connected, you can test the trigger to ensure that Pabbly Connect is properly receiving data. Add a sample row in your Google Sheets to see if it reflects in the workflow. If the test is successful, proceed to the next step.

Setting Up Freshsales CRM in Pabbly Connect

Next, you will integrate Freshsales CRM as the action application. Select Freshsales from the application list in Pabbly Connect. Choose the ‘Create Lead’ action event, which allows you to automatically create leads in Freshsales from new Google Sheets rows.

Now, connect your Freshsales account by providing the required API key and domain. This connection will enable Pabbly Connect to send data directly to Freshsales. Map the fields from your Google Sheets to the corresponding fields in Freshsales, such as name, email, and phone number.

Testing the Integration with Pabbly Connect

After mapping the fields, it’s crucial to test the entire integration. Click on the ‘Save & Send Test Request’ button in Pabbly Connect. This action will send the data from your Google Sheets to Freshsales, creating a lead. Check your Freshsales account to confirm that the lead has been created successfully.

If everything is set up correctly, you should see the new lead reflecting in your Freshsales CRM. This confirms that the integration between Google Sheets and Freshsales through Pabbly Connect is functioning as intended.

Finalizing Your Pabbly Connect Workflow

Finally, ensure that your workflow is turned on in Pabbly Connect. This will allow the integration to run automatically whenever a new row is added to your Google Sheets. You can also customize notifications or further actions as needed.

With this setup, you can seamlessly create leads in Freshsales CRM from new Google Sheets rows, enhancing your lead management process. Remember to monitor the workflow for any issues and adjust as necessary.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to instantly create leads in Freshsales CRM from new Google Sheets rows. This integration streamlines your lead generation process, making it efficient and automated.