Automate Salesmate Contacts Using Pabbly Connect and Google Sheets

Learn how to automate creating Salesmate contacts from Google Sheets using Pabbly Connect. Step-by-step guide with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin, access Pabbly Connect by navigating to its official site. This platform is essential for creating automated workflows between applications like Google Sheets and Salesmate.

On the Pabbly Connect landing page, you can either sign in or sign up for a free account. Existing users should click on the ‘Sign In’ button, while new users can sign up to receive 100 free tasks monthly.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see an option to create a new workflow. Click on ‘Create Workflow’ to initiate the process of integrating Google Sheets with Salesmate.

• Enter a name for your workflow, such as ‘Create Salesmate Contact from New Google Sheet Tables Row’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two boxes: one for the trigger and one for the action. The trigger will be Google Sheets, and the action will be Salesmate, allowing for seamless automation.

3. Setting Up Google Sheets as a Trigger

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Set the trigger event to ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added to your Google Sheets, it will trigger the workflow.

To connect Google Sheets with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between the two applications. Follow these steps:

• Go to your Google Sheets and click on ‘Extensions’.
• Select ‘Add-ons’ and then ‘Get add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh Google Sheets and configure the webhook URL in the Pabbly Connect settings. This will ensure that data from Google Sheets is sent to Pabbly Connect whenever a new row is added.

4. Configuring Salesmate as the Action Application

Next, you will set Salesmate as the action application in Pabbly Connect. Choose ‘Create Contact’ as the action event. This means that every time a new row is added in Google Sheets, a contact will be created in Salesmate automatically.

To configure this, connect your Salesmate account by entering the required details such as hostname, session token, and account URL. After entering these details, click on ‘Save’. This establishes a connection between Pabbly Connect and Salesmate.

Now, you need to map the fields from Google Sheets to Salesmate. This involves selecting the data from the previous response in Pabbly Connect to ensure that the correct data is sent to Salesmate when a new row is added. For example, map the first name, last name, phone number, and email address fields accordingly.

5. Testing the Integration

After setting up the integration between Google Sheets and Salesmate through Pabbly Connect, it is crucial to test the workflow. Enter a new row in your Google Sheets with dummy data, such as a first name, last name, phone number, and email address.

Once the data is entered, check Pabbly Connect to see if the webhook response is received. If successful, you will see the data captured from Google Sheets. Then, log into your Salesmate account to verify that the contact has been created successfully.

This testing phase ensures that your automation is working correctly. Repeat the process by adding different entries in Google Sheets, and confirm that they appear in Salesmate as new contacts. This confirms the effectiveness of your integration using Pabbly Connect.

Conclusion

Using Pabbly Connect, you can automate the creation of Salesmate contacts from new entries in Google Sheets. This integration streamlines your workflow, saving time and reducing manual errors. With these detailed steps, you can set up your automation effectively.