Learn how to seamlessly integrate OptinMonster leads into Google Sheets using Pabbly Connect with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for OptinMonster Integration
To start integrating OptinMonster leads into Google Sheets, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account.
If you’re a new user, you can sign up for free and enjoy 100 free tasks every month. Once logged in, you will see the Pabbly applications window, where you should select Pabbly Connect to proceed with the integration.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, you will need to create a new workflow for your automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.
- Name your workflow as ‘Add OptinMonster Leads in Google Sheets’.
- Select a folder where you want to save this workflow.
- Click on the ‘Create’ button to finalize the workflow setup.
Once your workflow is created, you will see two main sections: Trigger and Action. The Trigger section is where you will set up the event that starts the automation, while the Action section will define what happens next.
3. Setting Up Trigger for OptinMonster
The next step involves setting up the Trigger for your workflow in Pabbly Connect. Click on the arrow in the Trigger section and select ‘OptinMonster’ as your trigger application.
For the Trigger event, choose ‘New Lead’. This indicates that whenever a new lead is generated via OptinMonster, the workflow will be triggered. Pabbly Connect will provide you with a unique webhook URL to connect OptinMonster with the platform.
Copy this webhook URL and go to your OptinMonster dashboard. Open the form you created, navigate to the ‘Integrations’ section, and add a new integration by searching for ‘Webhooks’. Paste the copied URL and connect it to complete the setup.
4. Configuring Google Sheets as Action in Pabbly Connect
Now that your Trigger is set, it’s time to configure the Action step in Pabbly Connect. Click on the Action application and select ‘Google Sheets’ to proceed.
- Choose the Action event as ‘Add New Row’.
- Connect your Google Sheets account to Pabbly Connect by signing in.
- Select the spreadsheet and the specific sheet where you want the lead data to be stored.
Map the fields such as Date, First Name, Last Name, Email, and Phone Number from the OptinMonster lead data to the corresponding columns in your Google Sheets. This ensures that each new lead is recorded accurately.
5. Testing the Integration and Finalizing Setup
With the configuration complete, it’s time to test the integration. Generate a test lead using your OptinMonster form and check if the details are captured in your Google Sheets via Pabbly Connect.
After submitting the test lead, return to your Pabbly Connect dashboard to see if the response has been successfully captured. If everything is set up correctly, you should see the new lead’s information populated in your Google Sheets.
This confirms that your automation between OptinMonster and Google Sheets is working seamlessly with the help of Pabbly Connect. You can now create further automations using the same method for other applications as well.
Conclusion
In this tutorial, we explored how to effectively use Pabbly Connect to integrate OptinMonster leads into Google Sheets. By following these detailed steps, you can automate your lead management process efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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