Learn how to automate the addition of new leads from Trigger to Google Sheets using P Connect Now in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with P Connect Now

To automate the addition of inquiries from Trigger, the first step is to set up a trigger using P Connect Now. This integration allows you to connect your inquiries from Trigger directly to Google Sheets. The objective is to ensure that every new lead captured through Trigger is automatically recorded in your Google Sheets.

Start by accessing P Connect Now and creating a new workflow. Click on the ‘Create Workflow’ button, name your workflow, and select the appropriate folder for saving it. Once your workflow is set up, you will see two main sections: Trigger and Action. Here, you will configure the trigger to respond to new inquiries from Trigger.

2. Configuring the Trigger Event for New Leads

In this section, you will configure the trigger event specifically for new leads. To do this, search for the Trigger application within the P Connect Now interface. Select Trigger and set the trigger event to ‘New Leads.’ This action ensures that every new inquiry triggers the workflow.

  • Search for the Trigger application in the P Connect Now dashboard.
  • Select the ‘New Leads’ trigger event.
  • Ensure the trigger is properly configured to capture inquiries.

After selecting the trigger event, you will need to connect Trigger with P Connect Now using a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided and head to your Trigger account to set it up.

3. Connecting Trigger to P Connect Now

To connect Trigger with P Connect Now, navigate to the Lead Manager in your Trigger account. Here, you will find the option to set up a Push API integration. Click on ‘Import/Export Leads’ and select the Push API option.

In the Push API settings, paste the copied webhook URL into the designated field. Ensure that you select the correct CRM platform name as ‘P Connect Now.’ After pasting the URL, click ‘Save Details’ to complete the integration setup. This connection will allow inquiries from Trigger to automatically send their details to P Connect Now.

Finally, test the integration by generating a test inquiry in your Trigger account. This will confirm that the webhook is functioning correctly and that data is being sent to P Connect Now as expected.

4. Adding Inquiries to Google Sheets

Now that you have connected Trigger with P Connect Now, the next step is to set up the action to add inquiries to Google Sheets. In your P Connect Now workflow, search for the Google Sheets application and select it as your action application.

  • Select Google Sheets as the action application.
  • Choose the action event as ‘Add New Row.’
  • Connect your Google Sheets account to P Connect Now.

Once connected, select the specific Google Sheet where you want to store the inquiries. Make sure to map the fields from the Trigger inquiry to the corresponding columns in Google Sheets. This mapping will ensure that the correct data is populated in each row of your Google Sheet.

5. Testing the Automation Workflow

The final step is to test the entire automation workflow you have set up. After mapping the fields in your Google Sheet, save the workflow and send a test inquiry through Trigger. Check your Google Sheet to see if the new inquiry details are automatically populated. using Pabbly Connect

This testing phase is crucial to ensure that your integration is functioning correctly. If everything is set up properly, you should see the new inquiry details appear in your Google Sheet without any manual input required. This automation will save you time and streamline your inquiry management process.

Once you confirm that the data is being added correctly, you can confidently rely on this automation to manage your inquiries from Trigger to Google Sheets moving forward.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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.

In summary, using P Connect Now to automate the addition of inquiries from Trigger to Google Sheets can greatly enhance your workflow efficiency. By following the steps outlined in this tutorial, you can ensure that no inquiry goes untracked and that your data remains organized and accessible.