Integrating Google Sheets with Agile CRM Using Pabbly Connect

Learn how to seamlessly integrate Google Sheets with Agile CRM using Pabbly Connect. This step-by-step tutorial covers all essential processes and UI elements. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin integrating Google Sheets with Agile CRM, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard, where new users must sign up, which takes just two minutes. Existing users can sign in directly to access their workflows.

Once on the dashboard, you will see the option to create a workflow. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Create Agile CRM Contact from Google Sheets.’ Click on ‘Create’ to proceed to the next setup step.

Setting Up Google Sheets as the Trigger Application

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Click on the Google Sheets option and select the trigger event as ‘New or Updated Spreadsheet Row.’ This setup allows the workflow to run every time a new row is added to your Google Sheet.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used in your Google Sheets integration. Next, open your Google Sheets document, where you have created a sheet named ‘New Leads’ with columns for first name, last name, email address, location, and contact number.

• Go to Extensions > Add-ons > Get Add-ons
• Search for Pabbly Connect Webhooks and install it
• Refresh the Google Sheet after installation

After refreshing, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL and set the trigger column to the final data column, which is column E in this case. Click on ‘Submit’ to save the settings.

Testing the Integration with Pabbly Connect

To ensure that the integration between Google Sheets and Agile CRM works, you need to test it using Pabbly Connect. After setting up the webhook, send a test request from the Google Sheets setup. This action will send test data to Pabbly Connect, allowing you to confirm that the data flows correctly.

Upon sending the test request, you should see a successful response in Pabbly Connect showing the data from your Google Sheet. This includes first name, last name, email, location, and contact number. If everything is set correctly, this data will be used to create a new contact in Agile CRM.

Configuring Agile CRM as the Action Application

Next, you will configure Agile CRM as the action application in Pabbly Connect. Select Agile CRM and set the action event to ‘Create Contact.’ Click on ‘Connect’ to establish a connection between Pabbly Connect and Agile CRM.

To set up this connection, you will need to provide your login email, API key, and domain name. The login email is typically your admin email. To find your API key, navigate to your Agile CRM dashboard, go to Admin Settings, and click on Developers > API. Copy the API key and paste it into Pabbly Connect. The domain name will be the part before ‘agilecrm.com’ in your URL.

• Login Email: [email protected]
• API Key: [Your API Key]
• Domain Name: yourdomain

After entering these details, click ‘Save’ to establish the connection. Now map the fields from Google Sheets to the corresponding fields in Agile CRM, ensuring that the data flows correctly.

Finalizing the Integration Process

Now that you’ve set up both Google Sheets and Agile CRM in Pabbly Connect, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ to send the mapped data to Agile CRM. This action will create a new contact based on the information from your Google Sheets.

After sending the test request, navigate to your Agile CRM account and refresh the contacts page. You should see the new contact created successfully. This confirms that the integration works seamlessly, allowing each new entry in Google Sheets to be automatically added to Agile CRM.

To test it in real-time, add a new row in your Google Sheets with the required information and hit enter. The new contact should appear in Agile CRM shortly after. This demonstrates the efficiency of using Pabbly Connect for automation.

Conclusion

This tutorial on using Pabbly Connect to integrate Google Sheets with Agile CRM highlights the importance of automation in managing contacts effectively. Following these steps will streamline your workflow, ensuring that new leads are captured effortlessly.