Automate Zoho Marketing Subscribers from Google Sheets Using Pabbly Connect

Learn how to automate the process of adding subscribers to Zoho Marketing from Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of creating Zoho marketing subscribers from Google Sheets, you need to access Pabbly Connect. Begin by opening your browser and searching for Pabbly Connect, which is a powerful tool for integration and automation.

If you already have an account, simply sign in. Otherwise, click on the ‘Sign Up for Free’ button to create a new account. This process takes only a couple of minutes, and you will receive 100 tasks free every month. Once logged in, you will be directed to the Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

Now that you are on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A window will pop up asking you to name your workflow. Name it something descriptive, like ‘Create Zoho Marketing Subscriber from Google Sheets’. using Pabbly Connect

• Name your workflow based on your objective.
• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed.

This will take you to the main workflow setup page where you will see two boxes labeled ‘Trigger’ and ‘Action’. The ‘Trigger’ is the event that starts the workflow, while the ‘Action’ is what happens as a result of that trigger.

3. Setting Up Google Sheets as the Trigger

Next, you will need to set up Google Sheets as the trigger application. In the trigger section, search for and select Google Sheets. Then, choose the trigger event as ‘New or Updated Spreadsheet Row’. This means the workflow will activate whenever a new row is added or an existing row is updated.

Now, you need to connect Google Sheets with Pabbly Connect. To do this, you will be provided with a webhook URL. Copy this URL, then go to your Google Sheets document where you want to keep track of your leads.

• Go to Extensions in Google Sheets and select Pabbly Connect Webhook.
• Click on Initial Setup to connect your sheet with Pabbly Connect.
• Paste the webhook URL and specify your trigger column.

After pasting the URL, select the final data column (which will be used as the trigger) and click ‘Send Test’. This will ensure that your setup is correctly configured.

4. Configuring Zoho Marketing as the Action

With the trigger set, the next step is to configure Zoho Marketing as the action application in your workflow. In the action section, search for Zoho Marketing and select it. Then, choose the action event as ‘Subscribe Lead’. This action will add a new subscriber to your Zoho Marketing account whenever a new lead is added in Google Sheets.

To connect Zoho Marketing with Pabbly Connect, you will need to enter your domain. This is typically your Zoho Marketing URL. After entering the domain, click ‘Save’ and allow access to your Zoho Marketing account.

Select the list in Zoho Marketing where you want to add your leads. Map the lead details from Google Sheets to the appropriate fields in Zoho Marketing. Test the connection to ensure everything is working correctly.

Once all details are mapped and tested, your workflow is ready to create subscribers in Zoho Marketing automatically from Google Sheets.

5. Finalizing and Testing the Workflow

Now that you have set up the entire workflow, it’s time to finalize and test it. Make sure to save your workflow and enable the option to send events whenever a new lead is added. This will ensure that your automation works seamlessly.

To test the integration, add a new lead in your Google Sheets document. Once you fill in the details, check your Zoho Marketing account to see if the new subscriber has been created. You should also receive a confirmation email for the new subscriber, confirming their subscription.

With Pabbly Connect, you have successfully automated the process of adding new subscribers to Zoho Marketing from Google Sheets. This not only saves time but also reduces the risk of errors in your email marketing efforts.

Conclusion

In this tutorial, we explored how to automate the addition of subscribers to Zoho Marketing from Google Sheets using Pabbly Connect. By following the detailed steps, you can ensure your email marketing list remains up-to-date and efficiently manage your marketing campaigns.