Integrating Google Sheets with Pipeline CRM Using Pabbly Connect

Learn how to automate the integration between Google Sheets and Pipeline CRM using Pabbly Connect for seamless data management. 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 Integration

To begin the integration process, you first need to access Pabbly Connect. Start by visiting the Pabbly website and selecting the option to sign in or sign up for free. This allows you to use the platform’s automation features without any coding knowledge.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that connect various applications, including Google Sheets and Pipeline CRM. This is where the automation magic happens, enabling you to streamline your data management processes.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Google Sheets to Pipeline CRM Integration’. You will also need to select a folder to save this workflow.

• Choose a descriptive name for your workflow.
• Select a folder for organization.
• Click on the ‘Create’ button to finalize.

Once the workflow is created, you will see two boxes: one for the trigger and another for the action. The trigger will be Google Sheets, and the action will be Pipeline CRM. This setup allows you to automate the process of creating new entries in Pipeline CRM whenever a new row is added to Google Sheets.

3. Setting Up Trigger in Google Sheets

In this step, you will configure the trigger in Pabbly Connect to detect new rows in Google Sheets. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to monitor your Google Sheets for any new data.

To connect Google Sheets with Pabbly Connect, you will receive a Webhook URL. This URL is crucial as it acts as a bridge between Google Sheets and Pabbly Connect. Copy this URL and paste it into the Google Sheets add-on for Pabbly Connect Webhooks.

• Navigate to Extensions > Add-ons > Get Add-ons in Google Sheets.
• Search for Pabbly Connect Webhooks and install it.
• Set up the Webhook URL in the add-on settings.

After pasting the URL, specify the trigger column in your Google Sheets, which will send data to Pabbly Connect whenever a new entry is made. Once everything is set up, click on ‘Submit’ to finalize the configuration.

4. Action Step in Pipeline CRM

With the trigger configured, you can now set up the action in Pabbly Connect. Select Pipeline CRM as your action application and choose the event ‘Create Person’. This step will ensure that whenever a new row is added in Google Sheets, a new person will be created in Pipeline CRM automatically.

To connect to Pipeline CRM, you will need to enter your API key and app key. These keys can be obtained from your Pipeline CRM account settings under the API integrations section. Once you have entered the keys, click on ‘Save’ to establish the connection.

Log into your Pipeline CRM account. Navigate to Profile > Account Settings > API Integrations. Copy the API key and app key to enter in Pabbly Connect.

After saving the connection, you can map the fields from Google Sheets to the corresponding fields in Pipeline CRM. This mapping allows you to send the right data to Pipeline CRM whenever a new entry is created.

5. Testing the Integration

To ensure that your integration works correctly, it is essential to test it. Go back to your Google Sheets and add a new row with customer details. Once you enter the data, return to Pabbly Connect to check if the new entry has been captured.

If everything is set up correctly, you should see the new data reflected in Pipeline CRM. This confirms that the integration between Google Sheets and Pipeline CRM through Pabbly Connect is functioning as intended. You can repeat this process to add more entries and verify the automation.

In summary, you have successfully integrated Google Sheets and Pipeline CRM using Pabbly Connect. This automation saves time and eliminates manual entry, allowing for efficient data management across platforms.

Conclusion

This tutorial demonstrated how to integrate Google Sheets with Pipeline CRM using Pabbly Connect. By following these steps, you can automate data entry and improve your workflow efficiency. Pabbly Connect acts as a powerful tool to streamline your processes.