How to Add Salesmate Contact Details in Google Sheets Using Pabbly Connect

Learn how to automate adding Salesmate contact details to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesmate and Google Sheets Integration

To start integrating Salesmate contact details into Google Sheets, first access Pabbly Connect. You can do this by searching for Pabbly Connect in your browser and navigating to the main page.

Once on the Pabbly Connect landing page, you will see options to sign up or sign in. If you are a new user, click on ‘Sign Up for Free’ to get started. Existing users should click on ‘Sign In’ to access their dashboard. After signing in, you will be taken to your applications overview, from where you will select Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow to connect Salesmate and Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow; enter a name like ‘Salesmate Contact Details in Google Sheets’ and choose a folder to save it in.

• Click on ‘Create’ to proceed to the workflow window.
• In the workflow, you will set a trigger and action.

For the trigger application, select Salesmate. Then, choose the trigger event as ‘New Contact’. Pabbly Connect will provide you with a webhook URL that you will use to connect your Salesmate account to this workflow.

3. Setting Up Your Salesmate Account with Pabbly Connect

To integrate Salesmate with Pabbly Connect, navigate to your Salesmate account. Click on the top right icon for setup, then select Automation and Workflow Management. Here, you will create a new rule for contacts.

Follow these steps to set up your Salesmate account:

• Click on ‘New Rule’ and name it appropriately.
• Select ‘Create’ for the execution option.
• Add the webhook URL provided by Pabbly Connect.

After setting up the rule, make sure to fill in the necessary fields like first name, last name, email, and mobile number. This ensures that whenever a new contact is created, the details will be sent to Pabbly Connect.

4. Configuring Google Sheets Integration with Pabbly Connect

Now that your Salesmate account is set up, it’s time to configure Google Sheets as the action application in Pabbly Connect. In your workflow, select Google Sheets as the action application. Choose the action event ‘Add New Row’ to insert the contact details into your spreadsheet.

When prompted, connect your Google Sheets account to Pabbly Connect. You can either select an existing connection or create a new one. If creating a new connection, sign in with your Google account and grant the necessary permissions.

Enter the spreadsheet name (e.g., Salesmate Contacts) and the sheet name (e.g., Sheet1). Map the fields from Salesmate to Google Sheets (first name, last name, email, mobile).

This mapping ensures that the data captured from Salesmate is accurately reflected in your Google Sheets.

5. Testing the Integration Between Salesmate and Google Sheets

With everything set up, it’s time to test the integration. Fill out your form with test contact details. After submitting the form, check Pabbly Connect to see if the response has been captured correctly. using Pabbly Connect

Next, verify that the new contact appears in your Salesmate account. Once confirmed, go back to your Pabbly Connect workflow and click on ‘Save and Send Test Request’. This will send the data to your Google Sheets.

Open your Google Sheets to see if the contact details have been added. Repeat the test with different contact details to ensure reliability.

If all steps are successful, your integration is complete. You can now automatically add new Salesmate contacts to your Google Sheets using Pabbly Connect.

Conclusion

This tutorial provided a detailed guide on how to use Pabbly Connect to automate the addition of Salesmate contact details into Google Sheets. By following these steps, you can streamline your workflow and ensure that all new contacts are efficiently recorded in your spreadsheet.

Utilizing Pabbly Connect for this integration allows you to save time and reduce manual entry errors, enhancing your productivity significantly. Start automating today!