Automate CRM Leads with Pabbly Connect and Google Sheets

Learn how to automate CRM lead creation using Pabbly Connect with Google Sheets. Step-by-step guide to integrate your applications seamlessly. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating lead creation in no CRM with Google Sheets, first, access Pabbly Connect. This platform simplifies the integration process without any coding skills required.

Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Sign in if you are an existing user, or create a free account to start with 100 tasks monthly. Upon logging in, you’ll see your dashboard with various Pabbly applications.

2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button on the dashboard to initiate this process.

• Name your workflow, for example, ‘Create New CRM Lead from Google Sheets’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. Here, the trigger will be Google Sheets, and the action will be no CRM.

3. Setting Up the Google Sheets Trigger

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

To connect Google Sheets with Pabbly Connect, a webhook URL will be provided. Copy this URL to use in Google Sheets. Open your Google Sheets, navigate to Extensions, and select Pabbly Connect Webhooks.

• Click on ‘Initial Setup’ and paste the webhook URL.
• Select the trigger column, which is the last column where data will be added.
• Click on ‘Submit’ to configure the setup.

Once configured, go back to Pabbly Connect and ensure it is waiting for the webhook response. Add some dummy data in your Google Sheets to test the connection.

4. Creating the Action in No CRM

Now, it’s time to set no CRM as the action application in Pabbly Connect. Choose ‘Create Lead’ as the action event.

Connect your no CRM account by entering the API key and account name. To obtain the API key, log into your no CRM account, navigate to the tools menu, and find the API settings.

Generate a new API key and copy it. Paste the API key and your account name in the Pabbly Connect action setup. Map the necessary fields like title and description using the data from Google Sheets.

After filling in all necessary details, click on ‘Save and Send Test Request’ to create a lead in no CRM. Verify that the lead appears in your no CRM dashboard.

5. Testing the Integration Workflow

Finally, test the integration to ensure everything works smoothly. Go back to Google Sheets and add new dummy details into the specified columns.

As soon as you add this data, Pabbly Connect should automatically create a new lead in no CRM. Refresh the no CRM dashboard to confirm that the lead has been successfully created.

By following these steps, you’ve successfully automated the lead creation process between Google Sheets and no CRM using Pabbly Connect. This integration will save time and enhance productivity for your sales team.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead creation from Google Sheets to no CRM. This integration streamlines your workflow and ensures efficiency in managing leads.