Automate Google Sheets with Pabbly Connect: Create Contacts in Loris

Learn how to automate Google Sheets and Loris contact creation using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Automation

To start automating contacts in Loris from Google Sheets, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. You can sign in or sign up for free, which gives you 100 tasks monthly.

After logging in, you’ll see the dashboard displaying various Pabbly applications. Click on Pabbly Connect to access the workflows. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button.

Creating the Workflow in Pabbly Connect

Once you’re in Pabbly Connect, you’ll be prompted to name your workflow. For this tutorial, name it ‘Create Loris Contact from Google Sheets Row’ and select a folder to save it in. Click on ‘Create’ to proceed.

Next, you’ll see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, and for this task, select Google Sheets as your trigger application. Choose the event ‘New or Updated Spreadsheet Row’ to ensure that the workflow activates whenever a new row is added.

Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you’ll need to set up a webhook URL. This URL acts as a bridge between the two applications. First, log into your Google Sheets and create a new spreadsheet for customer details.

• Navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Webhooks’ and install it.
• Refresh your Google Sheets after installation.

After refreshing, go to Extensions > Pabbly Webhooks > Initial Setup. Paste the webhook URL from Pabbly Connect into the designated field and set the trigger column, which is the last column in your Google Sheets table.

Setting Up the Action in Pabbly Connect

Now that Google Sheets is connected, the next step is configuring the action in Pabbly Connect. For the action application, select Loris and choose the event ‘Create Contact’. Click on ‘Connect’ to establish a connection.

If you have an existing connection, select it. Otherwise, create a new connection by entering your API key and organization ID from your Loris account. Make sure to map the fields from your Google Sheets response to the corresponding fields in Loris.

Testing the Integration

After mapping the fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the data from Google Sheets to Loris, creating a new contact. Check your Loris account to verify that the contact has been successfully created.

To ensure the automation works seamlessly, add another row in your Google Sheets. As soon as you enter the data, a new contact should be created in Loris automatically. This confirms that Pabbly Connect is functioning correctly and integrating both applications effectively.

Conclusion

This tutorial demonstrated how to automate the creation of contacts in Loris from new rows in Google Sheets using Pabbly Connect. This powerful integration can save time and streamline your workflow, allowing you to focus on more important tasks.