Integrating InCharge with Google Sheets Using Pabbly Connect

Learn how to integrate InCharge with Google Sheets using Pabbly Connect. This step-by-step tutorial guides you through the setup process for seamless automation. 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 start integrating InCharge with Google Sheets, first access Pabbly Connect through your web browser. You can visit the Pabbly Connect landing page and either sign in if you are an existing user or sign up for free to get started.

Once signed in, you will see a dashboard with various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to open the workflow interface where you will create your integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow; for example, name it ‘Create InCharge Contact from Google Sheets Row.’ Select the appropriate folder for saving your workflow.

• Click on ‘Create’ to proceed.
• This will lead you to the workflow window where you set up triggers and actions.

In this window, you will define a trigger event that will initiate the workflow. Set the trigger application to Google Sheets and choose the event as ‘New or Updated Spreadsheet Row.’ This setup ensures that whenever a new row is added or updated in your Google Sheet, the workflow will be triggered.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will receive a webhook URL after selecting the trigger event. Copy this URL as it will be used in Google Sheets to send data to your Pabbly workflow.

Next, open your Google Sheets document, navigate to ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install the add-on if you haven’t done so already. After installation, refresh your Google Sheets.

• Go back to ‘Extensions,’ find ‘Pabbly Connect Webhooks,’ and select ‘Initial Setup.’
• Paste the copied webhook URL and set your trigger column (e.g., G for final data).

After completing the setup, click on ‘Submit’ to configure the connection. This will allow Google Sheets to send data to Pabbly Connect whenever a new entry is made.

4. Testing the Integration with Pabbly Connect

With the connection established, you need to perform a test submission in Google Sheets to ensure that data is being sent to Pabbly Connect. Go to the ‘Extensions’ menu, find ‘Pabbly Connect Webhooks,’ and enable the ‘Send on Event’ option. This step is crucial for the workflow to capture data.

Now, input a test lead into your Google Sheets, filling in the required fields such as first name, last name, email, phone number, and status. Once you have entered the data, the workflow should automatically trigger and send this information to Pabbly Connect.

Check your Pabbly Connect workflow to see if the data has been captured correctly. You should see the details from your Google Sheets in the workflow response.

This confirms that the integration is functioning as intended, allowing for seamless data transfer from Google Sheets to Pabbly Connect.

5. Adding Contacts to InCharge via Pabbly Connect

Now that the test submission is successful, it’s time to set up the action that will create a contact in InCharge. In the Pabbly Connect workflow, select InCharge as the action application and choose the action event as ‘Add or Update a Person.’ This will allow you to create a new contact based on the data received from Google Sheets.

Click on ‘Connect’ to link your InCharge account with Pabbly Connect. You will need to authorize Pabbly Connect to access your InCharge account by clicking on ‘Allow’ when prompted. After the connection is established, you can map the fields from your Google Sheets data to the corresponding fields in InCharge.

Map the email, first name, last name, phone number, and city from the response. Once all required fields are mapped, click on ‘Save and Send Test Request’ to create the contact.

Check your InCharge account to verify that the new contact has been created successfully. This completes the integration process using Pabbly Connect, allowing you to automate the creation of contacts from Google Sheets.

Conclusion

In this tutorial, we detailed how to integrate InCharge with Google Sheets using Pabbly Connect. By following these steps, you can automate lead management efficiently, ensuring that your marketing efforts are timely and effective.