Google Sheets Encharge Integration Using Pabbly Connect

Learn how to integrate Google Sheets with Encharge using Pabbly Connect to automate contact creation seamlessly. Follow our step-by-step tutorial for a smooth setup. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Google Sheets and Encharge Integration

To automate contact creation in Encharge from Google Sheets, you will utilize Pabbly Connect. This powerful integration platform allows you to connect different applications seamlessly. By using Pabbly Connect, you can save time and reduce manual errors in data entry.

Follow these steps to set up the integration. Pabbly Connect will facilitate communication between Google Sheets and Encharge, ensuring that every new contact added to your spreadsheet is automatically created in Encharge.

2. Setting Up Pabbly Connect for the Integration

To start, log in to your Pabbly Connect account. If you don’t have one, you can create an account for free. Once logged in, navigate to the ‘Connect’ section to begin the integration process.

Now, follow these steps to set up the integration:

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Google Sheets to Encharge’).
• Select Google Sheets as the trigger application.

After setting up the trigger, you will need to authorize Pabbly Connect to access your Google Sheets account. This authorization allows Pabbly Connect to read data from your Google Sheets and send it to Encharge.

3. Configuring Google Sheets Trigger in Pabbly Connect

In this step, you will configure the Google Sheets trigger to detect new contacts. Select the ‘New Spreadsheet Row’ trigger event. This event will initiate the workflow whenever a new row is added to your specified Google Sheet. using Pabbly Connect

Next, choose the specific Google Sheet you want to monitor for new contacts. Ensure that your Google Sheet has the necessary columns for contact information, such as ‘Name’ and ‘Email.’ Here’s how you can set it up:

• Select the spreadsheet from your Google Drive.
• Map the columns in your sheet to the fields in Encharge.
• Test the trigger to ensure it’s working correctly.

Once you test the trigger successfully, you can proceed to set up the action in Encharge.

4. Adding Encharge Action in Pabbly Connect

After configuring the Google Sheets trigger, the next step is to set up the action in Encharge. Select Encharge as the action application in your workflow. This action will create a new contact in Encharge for each new row added to your Google Sheets. using Pabbly Connect

Choose the ‘Create Contact’ action event in Encharge. You will need to map the fields from your Google Sheets to the corresponding fields in Encharge. The fields typically include ‘First Name,’ ‘Last Name,’ and ‘Email Address.’ Follow these steps:

Select the fields from Google Sheets to map to Encharge. Fill in any additional required fields in Encharge. Test the action to confirm that contacts are being created.

Once the test is successful, your integration is ready to go. You can now automate the contact creation process efficiently.

5. Finalizing and Activating Your Workflow in Pabbly Connect

To finalize your integration, ensure that both the trigger and action are correctly set up in Pabbly Connect. Review all the mappings and settings to confirm accuracy. Once you are satisfied, activate your workflow.

Activating the workflow will enable the automation. From now on, every time you add a new contact in your specified Google Sheets, it will automatically create a corresponding contact in Encharge. This integration saves time and enhances your productivity.

After activation, monitor the workflow to ensure everything runs smoothly. You can make adjustments as needed to improve the integration.

Conclusion

Integrating Google Sheets with Encharge using Pabbly Connect allows for seamless contact management. By following the steps outlined in this tutorial, you can automate the creation of new contacts efficiently. This integration not only saves time but also reduces manual errors, enhancing your overall productivity.