How to Create Contacts in Google Contacts from Monday.com Items Using Pabbly Connect

Learn how to automate the creation of contacts in Google Contacts from Monday.com items using Pabbly Connect. Step-by-step guide to streamline your workflow. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create contacts in Google Contacts from Monday.com items, you will first need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect landing page.

Once there, you will see options to either sign in or sign up for a free account. If you’re new, click on the ‘Sign Up Free’ button. If you already have an account, simply sign in. After logging in, you will be directed to the all apps page where you can click on the ‘Access Now’ button below Pabbly Connect.

2. Creating an Automation Workflow in Pabbly Connect

After accessing Pabbly Connect, you will reach the dashboard where you can create a new automation workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Monday.com to Google Contacts’. Choose the appropriate folder for your workflow and click ‘Create’.

• Click on ‘Create Workflow’
• Name your workflow
• Select the folder for your workflow

Now, the workflow interface will display two windows: the trigger window and the action window. You will set up the trigger first, which in this case is connecting Monday.com to Pabbly Connect.

3. Setting the Trigger for Monday.com

To set the trigger, search for ‘Monday.com’ in the trigger app section of Pabbly Connect. Select it, and from the trigger event dropdown, choose ‘New Item in Board’. This action will activate whenever a new item is added in Monday.com.

Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to paste it into your Monday.com board. Go to your Monday.com account, select the board where you add new contacts, and click on the ‘Integrate’ option. Search for ‘Webhooks’ and select the option that triggers when an item is created.

4. Configuring the Webhook in Monday.com

After selecting the webhook option in Monday.com, click ‘Add to Board’. Paste the copied webhook URL from Pabbly Connect into the provided field and click ‘Connect’. This successfully links your Monday.com account with Pabbly Connect.

Now, create a new item in your Monday.com board, filling in the details such as the lead’s full name, first name, last name, email address, phone number, and company. Once you click on ‘Create Item’, this information will be sent to Pabbly Connect through the webhook.

• Select your board in Monday.com
• Add a new item with the lead’s details
• Click ‘Create Item’

Once the new item is created, return to Pabbly Connect and check the trigger step. You should see the details of the newly created item, confirming that the webhook is functioning correctly.

5. Sending Data to Google Contacts

Now that the trigger is set up and working, it’s time to configure the action step. In the action window of Pabbly Connect, search for ‘Google Contacts’ as the action app. Select it and choose ‘Create Contact’ from the action event dropdown.

Next, connect your Google Contacts account by clicking on ‘Sign in with Google’. Select the account you want to use and click ‘Continue’. After the connection is established, you will need to map the fields from Monday.com to Google Contacts. For example, map the first name, last name, email, and phone number from the Monday.com data received in the trigger step.

Select ‘Google Contacts’ as the action app Choose ‘Create Contact’ as the action event Map the fields from Monday.com to Google Contacts

After mapping all the necessary fields, click on ‘Save and Send Test Request’. If successful, the new contact will appear in your Google Contacts, confirming the automation is working perfectly. You can then test this by creating another item in Monday.com and observing the same process in action.

Conclusion

This tutorial demonstrated how to automate the creation of contacts in Google Contacts from Monday.com items using Pabbly Connect. By following the steps outlined, you can streamline your workflow and save time on manual data entry.