How to Create Elorus Contacts from Google Sheets Using Pabbly Connect

Learn how to create Elorus contacts from Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration and automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Elorus contacts from Google Sheets, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This platform is essential for setting up the integration between Google Sheets and Elorus.

Once on the Pabbly Connect landing page, you have two options: sign in if you are an existing user or click on ‘Sign up for free’ to create a new account. New users receive 100 tasks free each month, making it an ideal starting point for automation.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button found in the top right corner. Name your workflow something like ‘Create Elorus Contacts from Google Sheets’ to keep it organized.

• Select a folder for your workflow, such as ‘Google Sheets to Elorus Automation’.
• Click on ‘Create’ to proceed.

Once you create the workflow, you’ll arrive at a screen where you can set up your trigger and action. The trigger will be Google Sheets, and the action will be Elorus. This setup is crucial for automating the process of creating contacts.

3. Setting Up the Trigger in Pabbly Connect

In this step, configure the trigger application in Pabbly Connect. Search for ‘Google Sheets’ and select it as your trigger application. The event will be ‘New or Updated Spreadsheet Row’ to capture new lead details.

Next, you will be provided with a webhook URL that acts as a bridge between Google Sheets and Pabbly Connect. Copy this URL as you will need to paste it into your Google Sheets to establish the connection.

4. Configuring Google Sheets with Pabbly Connect

Open your Google Sheets where you maintain lead details. Ensure you have the Pabbly Connect Webhooks extension installed. If not, go to ‘Extensions’ > ‘Get Add-ons’ and search for ‘Pabbly Connect Webhooks’ to install it.

• Go to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’.
• Paste the webhook URL you copied from Pabbly Connect.
• Select the final data column (e.g., column F) as your trigger column.

Click ‘Submit’ to complete the setup. This connection ensures that any new lead added to Google Sheets is sent to Pabbly Connect, ready for processing.

5. Creating Contacts in Elorus through Pabbly Connect

Now that your trigger is set, it’s time to configure the action in Pabbly Connect. Search for ‘Elorus’ as your action application and select ‘Create a New Contact’ as the action event. You will need to connect your Elorus account by providing the API key and organization ID.

Map the fields from the Google Sheets response to the corresponding fields in Elorus. This includes first name, last name, company, profession, email, and phone number. Proper mapping ensures that the correct data is sent to Elorus for each new lead.

After mapping the fields, click ‘Save & Test Request’. If successful, you will receive a confirmation that a new contact has been created in your Elorus account. This automation is now fully functional, allowing you to create Elorus contacts seamlessly from Google Sheets.

Conclusion

In this tutorial, you learned how to create Elorus contacts from Google Sheets using Pabbly Connect. By following these steps, you can automate lead management efficiently, ensuring that every new lead is captured as a contact in Elorus without manual effort.