Create Close CRM Leads from New Google Sheets Rows Using Pabbly Connect

Learn how to create Close CRM leads from new Google Sheets rows using Pabbly Connect in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of creating leads in Close CRM from new Google Sheets rows, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect website.

Once on the landing page, you have options to either sign in or sign up for free. If you are a new user, you can sign up and receive 100 free tasks each month. Existing users should click on the sign-in button to access their accounts and navigate to the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will see various applications. Click on Pabbly Connect to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create Close Lead from New Google Sheets Row.’ Select the appropriate folder to save it.

• Click on the ‘Create’ button to proceed.
• In the workflow window, you will see options for trigger and action.
• Select Google Sheets as the trigger application.

For the trigger event, choose ‘New or Updated Spreadsheet Row.’ This setup allows Pabbly Connect to trigger the workflow whenever a new row is added or updated in your Google Sheets spreadsheet.

3. Setting Up the Webhook in Google Sheets

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect Google Sheets with Pabbly Connect. Now, open your Google Sheets account.

In Google Sheets, navigate to the ‘Extensions’ tab, then go to ‘Add-ons’ and select ‘Get add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install the extension. After installation, refresh your Google Sheets page to see the Pabbly Connect option under extensions.

• Click on ‘Initial Setup’ under Pabbly Connect Webhooks.
• Paste the webhook URL you copied from Pabbly Connect.
• Specify the trigger column, which is typically the last column containing data.

After completing the setup, click on ‘Submit’ to finalize the connection between Google Sheets and Pabbly Connect. The setup will confirm that it was configured successfully, and the workflow will be ready to capture new submissions.

4. Testing the Integration with Google Sheets

To ensure the integration works correctly, you need to perform a test submission in Google Sheets. First, navigate to the ‘Extensions’ tab, then select ‘Pabbly Connect Webhooks,’ and enable the ‘Send on Event’ option. This allows the workflow to trigger automatically with new data.

Now, enter a test lead in your Google Sheet. Fill in the first name, last name, company, email, and phone number. As soon as you enter this information, it will be sent to your Pabbly Connect workflow. You can check the workflow to see if the response has been captured successfully.

Verify that the details appear correctly in your workflow response. This confirms that Google Sheets is successfully communicating with Pabbly Connect.

If everything looks good, you can proceed to set up the action step to create a lead in Close CRM.

5. Creating Leads in Close CRM Using Pabbly Connect

Now that you have tested the integration, it’s time to set up the action in Pabbly Connect to create a lead in Close CRM. Select Close as your action application and choose the action event as ‘Create Lead.’ This step ensures that every new lead added to Google Sheets is automatically created in Close CRM.

Click on ‘Connect’ to establish a connection with Close CRM. You will need to provide your API key, which can be obtained from your Close account settings. After entering the API key, click on ‘Save’ to connect Pabbly Connect with Close CRM.

Map the fields from the trigger response to the corresponding fields in Close CRM. Ensure to map the first name, last name, email, and phone number correctly. Click on ‘Save and Send Test Request’ to create a lead.

After saving, check your Close CRM account to confirm that the new lead has been created successfully. This integration effectively allows your sales team to access new leads instantly, enhancing customer engagement and sales efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create leads in Close CRM from new rows in Google Sheets. This integration streamlines the sales process and ensures immediate access to new leads for efficient follow-up. By setting up this automation, you can enhance customer engagement and improve your chances of converting inquiries into sales.