Automate Pipeline CRM to Google Sheets Using Pabbly Connect

Learn how to automate adding persons from Pipeline CRM to Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate adding persons from Pipeline CRM to Google Sheets, you start by accessing Pabbly Connect. This platform allows you to seamlessly integrate different applications, ensuring that your workflow is efficient.

Navigate to the Pabbly Connect website by entering the URL in your browser. You will see options to sign in or sign up. If you are new, click on ‘Sign Up Free’ to create an account. Existing users can simply log in to their account.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will allow you to set up the automation process.

• Enter a name for your workflow, such as ‘Automate Adding Pipeline CRM Persons to Google Sheets.’
• Select a folder to save your workflow. You can create multiple folders for better organization.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see options for setting up triggers and actions. This is where the automation begins, allowing you to connect Pipeline CRM and Google Sheets through Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. Select Pipeline CRM as your trigger application. This means that the automation will start whenever a specific event occurs in Pipeline CRM.

Choose the trigger event as ‘New Person.’ This indicates that the automation will be triggered each time a new person is created in your Pipeline CRM account. Pabbly Connect provides you with a webhook URL that you will use to connect Pipeline CRM with Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Pipeline CRM account and navigate to account settings.
• Create a new automation and set the trigger type to ‘Data Changed’ for when a person is created.

Once the trigger is set up, you can test it to ensure that it is functioning correctly, which is crucial for the integration process.

4. Setting Up the Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action in Pabbly Connect. Select Google Sheets as your action application to specify what should happen when the trigger event occurs.

Choose the action event as ‘Add a New Row.’ This means that whenever a new person is created in Pipeline CRM, their details will automatically be added as a new row in your Google Sheets.

Connect your Google Sheets account with Pabbly Connect by clicking ‘Sign in with Google.’ Select the spreadsheet where you want to store the data. Map the fields from the Pipeline CRM response to the corresponding columns in Google Sheets.

By mapping the fields correctly, you ensure that the data is stored dynamically, allowing for real-time updates in your Google Sheets.

5. Testing the Integration with Pabbly Connect

To confirm that your integration is working correctly, you need to perform a test submission. This involves creating a test person in your Pipeline CRM account, which will trigger the automation set up in Pabbly Connect.

After submitting the test data, check your Google Sheets to see if the new person’s details have been added successfully. This step verifies that the integration is functioning as intended.

Enter dummy data in your inquiry form to create a new person. Submit the form and monitor the response in Pabbly Connect. Check Google Sheets for the new row with the submitted details.

Once you see the details reflected in Google Sheets, your automation setup is complete, allowing for seamless data management between Pipeline CRM and Google Sheets using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate the process of adding persons from Pipeline CRM to Google Sheets using Pabbly Connect. By setting up triggers and actions, you can streamline your workflow and enhance data management effectively.

With Pabbly Connect, you can ensure that your data is always up-to-date and accessible, improving collaboration and efficiency within your team.