Automate Contact Creation with Pabbly Connect: Google Sheets to Loris Integration

Learn how to automate contact creation in Loris using Pabbly Connect with new rows in Google Sheets. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and Loris Integration

To start integrating Google Sheets with Loris, first access Pabbly Connect. Open your browser and type in the URL for Pabbly Connect to log in or sign up for a free account.

Once logged in, you will land on the dashboard. Here, you can create new workflows. Click on ‘Create Workflow’ and name it appropriately, such as ‘Create Loris Contact from Google Sheets’.

2. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application within Pabbly Connect. Select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means the workflow will trigger when a new row is added in your Google Sheets.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Connect your Google Sheets account to Pabbly Connect.

After setting up the trigger, you will receive a webhook URL from Pabbly Connect. This URL will be used to connect Google Sheets with Pabbly Connect, enabling the automation process.

3. Configuring Google Sheets to Send Data to Pabbly Connect

Now, navigate to your Google Sheets where your customer details are stored. You will need to install the Pabbly Webhook add-on if you haven’t already. Go to Extensions > Add-ons > Get Add-ons, search for Pabbly Webhooks, and install it.

Once installed, click on Extensions > Pabbly Webhooks > Initial Setup. Here, paste the webhook URL from Pabbly Connect and specify the trigger column. This column indicates where the data will be sent from Google Sheets.

• Select the final data column (e.g., Column D).
• Submit the setup to configure successfully.
• Ensure to enable the option to send on event.

After setting this up, the next step is to test the connection by adding a new row in Google Sheets, which will trigger the automation.

4. Creating Action in Loris via Pabbly Connect

After successfully capturing the response in Pabbly Connect, the next step is to set Loris as the action application. Choose Loris and select the action event as ‘Create Contact’. This means whenever a new row is added in Google Sheets, a new contact will be created in Loris.

To connect Loris with Pabbly Connect, you need to provide your API key and organization ID. These can be found in your Loris account settings. Enter these details to establish the connection.

Access your Loris account and retrieve the API key. Find your organization ID in the settings section. Save the connection in Pabbly Connect.

Once connected, map the fields from the Google Sheets response to the corresponding fields in Loris to create the contact accurately.

5. Testing the Integration Between Google Sheets and Loris

To ensure everything works correctly, add a new entry in your Google Sheets. For example, input a new customer’s first name, last name, phone number, and email address. This action should trigger the workflow set up in Pabbly Connect.

After adding the new row, check your Loris account to verify that the contact has been created successfully. You should see the newly added contact with the details you provided in Google Sheets.

Open your Loris contacts section. Confirm the new contact appears with the correct information. Repeat the process to ensure consistent functionality.

By following these steps, you have successfully automated the process of creating contacts in Loris using Pabbly Connect with Google Sheets as the trigger application.

Conclusion

In this tutorial, we explored how to automate contact creation in Loris using Pabbly Connect by integrating it with Google Sheets. This integration streamlines the process of managing customer data efficiently.