How to Integrate Google Sheets with Zoho CRM Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the integration of Google Sheets with Zoho CRM using Pabbly Connect, first, access the platform. Open your web browser and navigate to the Pabbly Connect landing page.

Once there, you will see options for signing in or signing up. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply log in. After signing in, you will arrive at the Pabbly Connect dashboard, ready to create your automation workflow.

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow to connect Google Sheets to Zoho CRM using Pabbly Connect. Click on the ‘Create Workflow’ button in the dashboard. Name your workflow, for example, ‘Google Sheets to Zoho CRM’. After naming, select a folder for your workflow and click ‘Create’.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder and click ‘Create’

Now, you will see two windows: the trigger window and the action window. The trigger window will allow you to set up Google Sheets as the trigger, while the action window will be used to set Zoho CRM as the action.

3. Setting Up Google Sheets as the Trigger

To automate the process, you need to set Google Sheets as the trigger app in Pabbly Connect. In the trigger window, search for and select Google Sheets. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This selection ensures that every time a new row is added, it will trigger the automation.

Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate back to your Google Sheets. Go to ‘Extensions’, then ‘Add-ons’, and click on ‘Get Add-ons’. Search for Pabbly Connect Webhooks and install the add-on.

• Select Google Sheets as the trigger app
• Choose ‘New or Updated Spreadsheet Row’
• Copy the webhook URL and install the add-on in Google Sheets

After installing, refresh your Google Sheets and go to ‘Extensions’, hover over Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, select the sheet, paste the webhook URL, and set the trigger column. Click ‘Send Test’ to verify the setup.

4. Connecting Zoho CRM as the Action

Now that your trigger is set up, it’s time to configure Zoho CRM as the action in Pabbly Connect. In the action window, search for Zoho CRM and select it. Choose the action event as ‘Create Contact’. Next, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the domain of your Zoho account.

After entering the domain, click ‘Save’. If you are already logged into your Zoho account, Pabbly Connect will automatically detect it. You will be prompted to accept the connection. Once accepted, you will be able to map the fields from Google Sheets to Zoho CRM.

Select Zoho CRM as the action app Choose ‘Create Contact’ as the action event Map the fields from Google Sheets to Zoho CRM

Map the first name, last name, email, and other relevant fields from the Google Sheets trigger response. After mapping, click ‘Save and Send Test Request’ to confirm that the contact is created successfully in Zoho CRM.

5. Testing the Automation Workflow

With everything set up, it’s time to test your automation workflow using Pabbly Connect. Add a new row in your Google Sheets table with a contact’s details. As soon as you add this new row, Pabbly Connect will trigger the automation and create the contact in Zoho CRM.

Refresh your Zoho CRM contacts page, and you should see the new contact added immediately. This confirms that your automation is working perfectly. You can repeat this process for additional contacts, and they will be automatically added to Zoho CRM as well.

Using Pabbly Connect, you can integrate various applications seamlessly. This specific automation between Google Sheets and Zoho CRM demonstrates the power of connecting multiple tools for efficiency.

Conclusion

This tutorial highlighted how to automate the creation of Zoho CRM contacts from Google Sheets using Pabbly Connect. By following these steps, you can streamline your workflow efficiently.