Integrate Google Sheets with ActiveTrail Using Pabbly Connect

Learn how to integrate Google Sheets with ActiveTrail using Pabbly Connect for seamless automation of new leads. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Google Sheets with ActiveTrail, start by accessing Pabbly Connect. This platform allows you to automate tasks between your applications seamlessly.

Visit the Pabbly Connect homepage and sign up for a free account. Existing users can sign in to access their dashboard. Once logged in, you can create workflows that automate your processes.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow appropriately, such as ‘Create ActiveTrail Contact from Google Sheets’.

• Click on the ‘Create’ button to proceed.
• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

With these steps, you have set up the trigger that will initiate the automation whenever a new row is added to your Google Sheets.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you need a webhook URL. After setting up your trigger, a webhook URL will be generated. Copy this URL and go to your Google Sheets.

In Google Sheets, navigate to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for the Pabbly Connect Webhooks add-on and install it. After installation, refresh your Google Sheets to see the new options under Extensions.

• Click on ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’.
• Paste the copied webhook URL and set the trigger column as the final data column.
• Submit the settings to configure the webhook successfully.

This setup allows Google Sheets to send data to Pabbly Connect whenever a new detail is added, ensuring a seamless flow of information.

4. Integrating ActiveTrail with Pabbly Connect

With Google Sheets connected, the next step is to integrate ActiveTrail using Pabbly Connect. Set the action application to ActiveTrail and select the action event as ‘Create a Contact’. This will ensure that every new entry in Google Sheets creates a new contact in ActiveTrail.

To connect ActiveTrail, you need to enter your API key. Log into your ActiveTrail account, navigate to ‘Integrations’, and generate a new API key. Copy this key and return to Pabbly Connect to enter it in the connection setup.

Map the fields from Google Sheets to ActiveTrail, such as email, first name, and last name. Click on ‘Save and Send Test Request’ to verify the setup. Check ActiveTrail to confirm the new contact has been created.

This integration allows for automated contact creation in ActiveTrail, enhancing your lead management process.

5. Testing Your Automation

After setting up the integration between Google Sheets and ActiveTrail through Pabbly Connect, it’s crucial to test the automation. Add a new row in your Google Sheets with dummy data, ensuring all required fields are filled out.

Once the new data is entered, check your ActiveTrail account to see if the contact was created successfully. This confirms that the automation is working as intended and that new leads are being captured automatically.

Enter a new lead’s details in Google Sheets. Refresh ActiveTrail to verify the new contact. Ensure all mapped fields are correctly populated.

With successful testing, you can be confident in your automated lead management system using Pabbly Connect.

Conclusion

This tutorial demonstrated how to integrate Google Sheets with ActiveTrail using Pabbly Connect. By automating the process of creating contacts from new leads, you can streamline your operations and enhance customer engagement.