Learn how to automate adding contacts from Motric to Google Sheets using Automation. Follow this step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Overview of Automation Integration with Google Sheets
Automation is a powerful tool that helps streamline processes. In this case, we will automate the addition of contacts from Motric to Google Sheets. This integration will save time and enhance efficiency. using Pabbly Connect
By utilizing Automation, we can ensure that every new contact added in Motric is automatically reflected in Google Sheets. This eliminates the need for manual entry and reduces the chance of errors.
2. Setting Up Automation with Google Sheets
To start, we need to access Automation and set up a workflow that connects Motric and Google Sheets. First, log in to your Automation account or create a new one if you haven’t already. using Pabbly Connect
Once logged in, follow these steps to create your workflow:
- Click on the ‘Create Workflow’ button.
- Name your workflow, for example, ‘Add Motric Contacts to Google Sheets.’
- Select the appropriate folder to save your workflow.
After creating the workflow, you will set up the trigger application, which in this case is Motric. Choose the trigger event as ‘New Contact Identified’ to initiate the workflow whenever a new contact is added.
3. Connecting Motric and Google Sheets
Now that the trigger is set, we need to connect Motric with Automation. This requires generating a webhook URL from Automation and configuring it in Motric. using Pabbly Connect
Follow these detailed steps:
- Copy the webhook URL provided by Automation.
- In Motric, navigate to the settings and select ‘Webhooks.’
- Create a new webhook, name it ‘Demo,’ and paste the copied URL.
- Select the event type as ‘Contact Identified’ and save the webhook.
After saving, you can test the connection by submitting a new contact in Motric. This will send a test payload to Automation, confirming the integration is successful.
4. Mapping Data to Google Sheets
With the trigger and connection established, the next step is to map the data to Google Sheets. In Automation, select Google Sheets as your action application and set the action event to ‘Add New Row.’ using Pabbly Connect
Connect your Google account by signing in and granting the necessary permissions. Then, select the Google Sheet where you want the data to be added. For instance, choose the sheet named ‘Motric Contacts’ and ensure it has the columns for first name, last name, mobile number, and email.
Map the fields from the webhook response to the respective columns in Google Sheets. For example, map ‘First Name’ to the corresponding first name field. Repeat this for last name, mobile number, and email address.
Once all fields are mapped, save the configuration and send a test request to ensure everything is working correctly. You should see the new contact details appear in your Google Sheets.
5. Finalizing the Integration
After successfully mapping the data, it’s time to finalize the integration. You can review the test response to confirm that the data was added to Google Sheets correctly. Check the entries in your sheet to verify. using Pabbly Connect
Your integration between Motric and Google Sheets is now complete! Whenever a new contact is submitted in Motric, it will automatically create a new entry in Google Sheets. This automation saves time and reduces manual entry errors.
To summarize, we set up a trigger in Motric, connected it to Automation, and mapped the data to Google Sheets. This process allows for seamless integration and efficient data management.
Conclusion
This tutorial demonstrates how to effectively automate the addition of contacts from Motric to Google Sheets using Automation. By following these steps, you can streamline your data management processes and enhance productivity.
Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.
If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.