How to Add Clients & Create Toggl Track Project from Google Sheets Rows Using Pabbly Connect

Learn how to integrate Google Sheets with Toggl Track using Pabbly Connect to automate client and project creation seamlessly. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Toggl Track, you first need to access Pabbly Connect. This platform allows seamless automation between different applications without any coding skills required. Simply open a new tab and visit the Pabbly website.

If you don’t have an account, you can sign up for free, which only takes a couple of minutes. Once logged in, navigate to the Pabbly Connect dashboard where you can create workflows that will automate your tasks.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow that connects Google Sheets to Toggl Track using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow appropriately, like ‘Create Toggl Track Project and Add Clients from Google Sheets Rows’.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two sections: Trigger and Action.
• Select ‘Google Sheets’ as your Trigger application.

After selecting Google Sheets, you need to choose the trigger event, which should be set to ‘New or Updated Spreadsheet Row’. This will ensure that every time you add a new row in your Google Sheet, it triggers the workflow in Pabbly Connect.

3. Connecting Google Sheets to Pabbly Connect

Now that you’ve set your trigger, it’s time to connect Google Sheets to Pabbly Connect. You will need to copy the provided webhook URL from Pabbly Connect and paste it into your Google Sheets.

To do this, go to the Extensions menu in Google Sheets, navigate to the Pabbly Connect Webhook add-on, and select the ‘Initial Setup’ option. Here, paste the webhook URL in the designated field and specify the trigger column, which is the last column where data will be entered.

• Ensure the trigger column accurately reflects where you will be adding new data.
• Click ‘Send Test’ to confirm the connection is working.

Once the test is successful, click ‘Submit’ to finalize the setup. This connection allows Pabbly Connect to monitor your Google Sheets for any new entries.

4. Setting Up Actions in Pabbly Connect

With the trigger set, the next step is to configure the action in Pabbly Connect. For the first action, select Toggl Track as the application and the action event as ‘Create Client’. This action will automatically add a new client to your Toggl Track account based on the data from your Google Sheets.

To connect Toggl Track, you will need to provide your username and password for the Toggl account. After entering your login details, click ‘Save’ to establish the connection. Once connected, you need to map the client name from the Google Sheets response.

Select the workspace in Toggl Track where the client will be added. Map the client name from the Google Sheets row to the appropriate field in Toggl Track.

Once you have filled in all necessary fields, click on ‘Save and Send Test Request’. If successful, you will receive a response confirming that the client has been added.

5. Creating a Project in Toggl Track Using Pabbly Connect

After successfully adding the client, the next action is to create a project in Toggl Track using Pabbly Connect. Again, select Toggl Track as your action application and choose ‘Create Project’ as your action event.

Utilize the existing connection you made earlier and map the project name and client ID from the Google Sheets response. This ensures that the project is linked to the newly created client. You can also choose to set the project as private or active based on your requirements.

Fill in all required fields, including project name and client ID. Click ‘Save and Send Test Request’ to confirm the project creation.

Once you receive a positive response, you can check your Toggl Track account to see the newly created project and client. This automation allows you to streamline your workflow effectively using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding clients and creating projects in Toggl Track directly from Google Sheets rows. By following the steps outlined, you can set up a seamless integration that saves time and enhances productivity.