Automate Keap Contacts to Google Sheets with Pabbly Connect

Learn how to seamlessly integrate Keap contacts into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of adding Keap contacts to Google Sheets automatically, you need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. If you don’t have an account, you can create one for free in just two minutes.

Once logged in, navigate to your dashboard and click on the blue ‘Create Workflow’ button. Here, you will name your workflow, such as ‘Add Keap CRM Customers to Google Sheets.’ After naming, click on ‘Create’ to proceed with the integration setup.

2. Selecting Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your automation. The trigger will be a new contact created in Keap CRM, and the action will be adding that contact to Google Sheets. Select the ‘Keap’ application as your trigger and choose the event ‘New Contact’.

• Select ‘Keap’ as the trigger application.
• Choose the trigger event ‘New Contact’.
• Connect your Keap account by clicking on ‘Connect’ and allowing access.

After connecting, click on ‘Save and Send Test Request’ to test the trigger. This will help ensure that your Keap account is properly linked with Pabbly Connect.

3. Creating a Test Contact in Keap CRM

To capture the response from the trigger, you need to create a test contact in your Keap CRM. Go to your Keap dashboard and add a new contact with relevant details like first name, last name, email, and phone number.

Once the contact is created, return to Pabbly Connect and check if the test request successfully captured the contact’s details. You should see the contact’s information displayed, which confirms that the integration is functioning correctly.

4. Setting Up Google Sheets in Pabbly Connect

Now that you have successfully set the trigger, the next step is to set up the action in Google Sheets. Select ‘Google Sheets’ as your action application and choose the action event ‘Add New Row’. using Pabbly Connect

• Connect your Google Sheets account by clicking on ‘Sign in with Google’.
• Choose the spreadsheet where you want to add the contact details.
• Map the fields from the Keap contact to the respective columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’ to verify the data is added to your Google Sheets. This step ensures that every new contact added in Keap is automatically reflected in your Google Sheets.

5. Finalizing Your Automation with Pabbly Connect

After testing the integration, you need to finalize your automation. Ensure that all mappings are correct and that the data flows smoothly from Keap to Google Sheets. Once satisfied, click on ‘Save’ to activate your workflow. using Pabbly Connect

This automation means that every time a new contact is added to your Keap CRM, it will be automatically synced to your Google Sheets without any manual effort. You can now share this spreadsheet with your team for better collaboration.

Conclusion

In this tutorial, we demonstrated how to integrate Keap contacts into Google Sheets using Pabbly Connect. This automation streamlines your workflow, ensuring that all customer data is updated in real-time. By following these steps, you can enhance productivity and collaboration within your team.