Automate Client Creation Using Pabbly Connect with Google Sheets

Learn how to automate client creation in your Pabbly account using Google Sheets and Pabbly Connect with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the automation process using Pabbly Connect, first, visit the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, click on the ‘Sign Up for Free’ button to create an account.

After signing up, you will receive 100 free tasks each month to explore the capabilities of Pabbly Connect. Existing users can simply click on ‘Sign In’ to access their dashboard and start creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. For this example, name it ‘Create Pabbly Clients from Google Sheets’ and select a folder to save it in.

• Click on ‘Create’ to initiate the workflow setup.
• You will see two windows: one for the trigger and one for the action.
• Select Google Sheets as the trigger application.

After making your selections, you will set the trigger event to ‘New or Updated Spreadsheet Row’. This event captures data whenever a new row is added to your Google Sheets.

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, copy the provided webhook URL. This URL acts as a bridge for sending data from Google Sheets to Pabbly Connect.

Now, go to your Google Sheets and navigate to the Extensions menu. Click on Add-ons and then Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

• After installation, go back to Extensions and select Pabbly Connect Webhooks.
• Choose ‘Initial Setup’ and paste the webhook URL you copied earlier.

In the trigger column field, specify the last column in which data will be entered (e.g., column D). Click on ‘Send Test’ to ensure the connection is successful. You should see the response captured in Pabbly Connect.

4. Setting Up Action in Pabbly Connect

Now that Google Sheets is connected to Pabbly Connect, it’s time to set up the action. Choose Pabbly as the action application and select the action event as ‘Create Client’.

Click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter your Pabbly authentication token, which you can find in your Pabbly account under the Integrations tab.

Copy the token and paste it into Pabbly Connect. Once connected, map the data fields from the Google Sheets response to the corresponding fields in Pabbly.

Mapping ensures that the data entered in Google Sheets is automatically populated in the new client creation process in Pabbly.

5. Testing the Integration and Final Steps

After mapping the required fields, click on ‘Save and Send Test Request’. If successful, you will receive a client ID confirming that a new client has been created in Pabbly. using Pabbly Connect

To finalize the setup, go back to Google Sheets and select Extensions > Pabbly Connect Webhooks and click on ‘Send on Events’. This ensures that every time a new row is added, the data will be sent to Pabbly Connect automatically.

Add a new row in Google Sheets with random details. Check your Pabbly account to see if the new client appears.

Once confirmed, your integration is successful! You can now automate the process of creating clients in Pabbly using Google Sheets.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate client creation from Google Sheets. By following these steps, you can enhance your workflow and save time.