Seamless Integration of Google Sheets and Holded with Pabbly Connect

Learn how to automate contact creation in Holded from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Holded, access Pabbly Connect by visiting the official website. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on ‘Sign up free’ to explore the software with 300 tasks each month. Existing users can simply sign in to access their dashboard and start creating workflows.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow (e.g., ‘Create Holded Contact from New Google Sheets Row’)
• Select a folder for organization (e.g., ‘Automations’)
• Click on the ‘Create’ button to proceed

Your workflow will consist of a trigger and an action. Begin by selecting Google Sheets as your trigger application, specifically the event ‘New or Updated Spreadsheet Row.’ This allows Pabbly Connect to capture data whenever a new row is added.

3. Setting Up Google Sheets Trigger in Pabbly Connect

With the trigger set, you will receive a webhook URL from Pabbly Connect. Copy this URL to connect Google Sheets with your workflow.

In Google Sheets, go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ and search for the ‘Pabbly Connect Webhooks’ add-on. Install it and then navigate back to ‘Extensions’ > ‘Pabbly Connect Webhooks’ and select ‘Initial Setup.’ Here, paste the webhook URL and define the trigger column (e.g., ‘Column G’).

• Enter the webhook URL in the setup
• Specify the trigger column where data will be added

After completing the setup, click ‘Submit’ to finalize the connection. This allows Pabbly Connect to listen for new data entries in Google Sheets.

4. Creating a Contact in Holded via Pabbly Connect

Once the trigger is set up, the next step is to define the action in your workflow. Select Holded as your action application and choose the event ‘Create Contact.’ This action will create a new contact in your Holded account whenever new data is captured from Google Sheets.

To connect Holded with Pabbly Connect, click on ‘Add New Connection’ and enter your API key from Holded. This key allows Pabbly Connect to communicate with Holded and perform actions on your behalf.

Map the fields from Google Sheets to Holded (e.g., first name, last name, email) Ensure required fields are filled to create a contact successfully

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works. If successful, a new contact will be created in Holded based on the information provided in Google Sheets.

5. Testing the Integration of Google Sheets and Holded

To confirm that your integration is functioning as intended, add a new row of data in Google Sheets. This will trigger the workflow created in Pabbly Connect and create a new contact in Holded.

Enter details such as first name, last name, email, and city in the new row. After saving the information, refresh your Holded account to check if the new contact appears correctly.

Add a new dummy record in Google Sheets Check for the newly created contact in Holded

If the contact appears with the correct information, the integration is successful. This automation allows you to manage student records efficiently, saving time and reducing manual entry errors.

Conclusion

This tutorial demonstrated how to automate the creation of contacts in Holded from new entries in Google Sheets using Pabbly Connect. With this integration, you can streamline your workflow and enhance productivity.