Automate Quinton CRM and Google Sheets Integration Using Pabbly Connect

Learn how to automate the integration between Quinton CRM and Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless data transfer. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin using Pabbly Connect, you first need to access its dashboard. Start by signing up for a free account, which can be done quickly via the link provided. Once logged in, navigate to the dashboard where you can create your workflow.

Click on ‘Create Workflow’ and name it something relevant, such as ‘Google Sheets to Quinton’. Select the folder where you want to save this workflow, like the home folder, and then click on ‘Create’. This will open a new workflow with a trigger and action window.

2. Setting Up Google Sheets as a Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, you need to set Google Sheets as the trigger app. Search for Google Sheets and select it. Then, choose the trigger event ‘New or Updated Spreadsheet Row’. This allows the workflow to activate whenever a new row is added to your Google Sheet.

• Select Google Sheets in the trigger step.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to connect this webhook URL to your Google Sheets. Go to your Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for the Pabbly Connect Webhook add-on and install it. After installing, refresh your Google Sheets to ensure the add-on is active.

3. Initial Setup of the Google Sheets Add-on

After refreshing, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’. Click on ‘Initial Setup’. You will be prompted to select the sheet you want to use, paste the webhook URL from Pabbly Connect, and specify the trigger column, which is typically the last data entry column.

• Select the relevant sheet from your Google Sheets.
• Paste the copied webhook URL into the designated field.
• Identify and set the trigger column.

After completing these steps, click on the ‘Send Test’ button. This will send the first row of data from your Google Sheet to Pabbly Connect, confirming the connection is successful. You will see a success message indicating the test data has been sent.

4. Setting Up Quinton CRM as the Action in Pabbly Connect

Now that you have set up Google Sheets as the trigger, it’s time to configure the action. In the action window of Pabbly Connect, search for Quinton CRM and select it. Choose the action event ‘Create or Update Contact’. This step will allow you to add new contacts to your Quinton CRM based on the data received from Google Sheets.

Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your Quinton API key and base URL, which you can find in your Quinton account settings under API Info. Copy these details and paste them into Pabbly Connect.

5. Mapping Data from Google Sheets to Quinton CRM

With the connection established, the next step is to map the data from Google Sheets to the Quinton CRM fields. You will start by entering the primary email address of the contact, which is essential for creating or updating the contact. Map the first name, last name, company, and mobile number from Google Sheets to their respective fields in Quinton CRM. using Pabbly Connect

Map the email address to the primary email field. Fill in the first name and last name fields accordingly. Add the mobile number and company name.

Once you have mapped all the necessary fields, click on the ‘Save and Send Test Request’ button. If the mapping is correct, you will receive a positive response indicating that the contact has been successfully added to your Quinton CRM. You can verify this by checking your Quinton account for the new contact.

Conclusion

This tutorial demonstrates how to automate the integration between Quinton CRM and Google Sheets using Pabbly Connect. By following these steps, you can ensure that new contacts are seamlessly added to your CRM as soon as they are entered into your Google Sheets. This automation simplifies data management and enhances productivity.