Integrating Google Sheets with Pluto Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead management by integrating Google Sheets with Pluto using Pabbly Connect. Follow this detailed tutorial 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

Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Pluto, first access Pabbly Connect. This powerful integration platform allows seamless automation between various applications. If you’re a new user, you can sign up for free and receive 100 tasks each month.

After signing in to your Pabbly Connect account, you will see the dashboard where you can create your workflows. Click on the ‘Create Workflow’ button in the top right corner to begin setting up your integration.

Setting Up Google Sheets as Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the trigger application options. The trigger event should be set to ‘New or Updated Spreadsheet Row’ to capture any new lead data entered in your spreadsheet.

Upon selection, Pabbly Connect will generate a webhook URL. This URL is crucial for connecting your Google Sheets to Pluto. Copy the webhook URL and proceed to your Google Sheets to set it up.

Linking Google Sheets to Pabbly Connect

To link Google Sheets to Pabbly Connect, open your Google Sheets document. Click on the ‘Extensions’ menu, then select ‘Add-ons’ and click on ‘Get add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

• Click on ‘Extensions’ again and select ‘Pabbly Connect Webhooks’.
• Choose ‘Initial Setup’ and paste the webhook URL you copied earlier.
• Set the trigger column, which should be the final data column where new entries will be added.

After completing these steps, click on the ‘Submit’ button to confirm your setup. This will allow Pabbly Connect to capture responses from your Google Sheets whenever new data is entered.

Testing the Integration with Pabbly Connect

Now that we have set up the trigger, it’s time to test the integration. Enter a new lead’s details in your Google Sheets, including first name, last name, email, phone number, and country code. Once the details are filled in, Pabbly Connect will automatically capture this data.

To verify, head back to your Pabbly Connect workflow and check if it shows the captured response. If the details appear correctly, it confirms that Google Sheets is successfully connected to Pabbly Connect.

Creating a Person in Pluto Using Pabbly Connect

With the trigger set up, now we will configure the action step to create a person in Pluto. Select Pluto as the action application in Pabbly Connect and choose the action event as ‘Create a Person’. Connect your Pluto account by entering the required credentials including client ID and secret.

Map the data from the previous step to the respective fields for first name, last name, email, and phone number. This mapping ensures that whenever new data is captured from Google Sheets, it will automatically populate in Pluto, creating a new person entry.

• Fill in the required details and click ‘Save and Send Test Request’.
• Check your Pluto account to confirm the new person has been created successfully.

Once confirmed, you have successfully automated the process of adding new leads from Google Sheets to Pluto using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate lead management by integrating Google Sheets with Pluto using Pabbly Connect. By following these steps, you can streamline your workflow and enhance your business efficiency.