Automate Google Sheets to Suit Dash Contacts with Pabbly Connect

Learn how to automate adding contacts from Google Sheets to Suit Dash using Pabbly Connect. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect, you first need to visit the Pabbly website and sign up for a free account. This allows you to create workflows that automate tasks between different applications, such as Google Sheets and Suit Dash.

Once registered, navigate to your Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on ‘Create Workflow’ and name it appropriately, such as ‘Google Sheets to Suit Dash’. This setup is crucial for connecting your applications.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that activates the automation. In your Pabbly Connect workflow, select Google Sheets as the application for the trigger event. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that whenever a new row is added to your Google Sheet, it will trigger the workflow.

• Select Google Sheets from the app list.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After configuring the trigger, head to your Google Sheet and install the Pabbly Connect Webhooks add-on. This add-on is essential for linking your Google Sheet with Pabbly Connect. Once installed, refresh your Google Sheet to ensure the add-on is active.

3. Initializing the Webhook in Google Sheets

With the Pabbly Connect Webhooks add-on installed, go to the ‘Extensions’ menu in your Google Sheet and select ‘Pabbly Connect Webhooks’ followed by ‘Initial Setup’. Here, you will paste the webhook URL you copied earlier.

• Select the specific sheet you want to monitor.
• Paste the webhook URL in the designated field.
• Specify the trigger column (the last column with data).

After completing these steps, click on ‘Send Test’ to ensure the connection works correctly. If successful, Pabbly Connect will receive the data from your Google Sheet, confirming that the integration is set up properly.

4. Configuring the Action to Create Contacts in Suit Dash

Next, you will set up the action that occurs when the trigger is activated. In your Pabbly Connect workflow, search for and select Suit Dash. Choose the action event as ‘Create a Contact’. This step is vital for adding new leads from Google Sheets into Suit Dash.

To connect your Suit Dash account, you will need to enter your Pabbly ID and Secret Key. These can be found in your Suit Dash account under the Integrations section. Once connected, you can map the fields from Google Sheets to Suit Dash, ensuring that first names, last names, emails, and other details are accurately transferred.

5. Testing the Automation Workflow

After setting everything up, it’s time to test your automation. Go back to your Google Sheet and add a new row of user details. For example, enter the name, email, phone number, and city of a new contact.

Once you enter this information, check your Suit Dash account to confirm that the contact has been created successfully. This real-time testing verifies that your Pabbly Connect workflow is functioning as intended, automating the process of adding new contacts seamlessly.

Conclusion

Using Pabbly Connect, you can effectively automate the process of adding new leads from Google Sheets to Suit Dash. This integration streamlines your workflow, ensuring that no lead is missed and that your contact database is always up to date.