Automate Sales Flare Contacts with Google Sheets Using Pabbly Connect

Learn how to automate creating Sales Flare contacts from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of creating contacts in Sales Flare from Google Sheets, you need to access Pabbly Connect. Simply type ‘Pabbly.com/connect’ in your browser to reach the homepage.

On the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can click ‘Sign In’ to access their dashboards. Once logged in, you can explore the various features of Pabbly Connect to set up your automation.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow; for example, name it ‘Create Sales Flare Contacts with Custom Fields’.

• Provide a name for your workflow.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two windows for Trigger and Action. The trigger will be Google Sheets, and the action will be Sales Flare. This setup allows Pabbly Connect to automate the process of adding new contacts based on the data from Google Sheets.

3. Setting Up Google Sheets as the Trigger

In the Trigger section, select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added to your Google Sheets.

Upon selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL to connect your Google Sheets with Pabbly Connect. Go to your Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

• Paste the copied webhook URL into the add-on setup.
• Specify the trigger column, which is the last column containing data (e.g., column F).
• Click ‘Send Test’ to verify the connection.

After sending the test, return to Pabbly Connect to confirm that the details from your Google Sheets are successfully captured.

4. Configuring Sales Flare as the Action

Now that Google Sheets is set up as the trigger, proceed to configure Sales Flare as the action. In the Action section, select Sales Flare and choose the action event as ‘Create Contact’. This allows you to create a new contact in Sales Flare based on the data received from Google Sheets.

To connect to your Sales Flare account, you will need an API key. Navigate to your Sales Flare account settings and find the API keys section. Copy the API key and paste it into Pabbly Connect when prompted.

Select ‘Add New Connection’ to establish the link. Click ‘Save’ and ‘Send Test Request’ to ensure the connection is successful.

Once the connection is confirmed, you can proceed to map the fields from Google Sheets to Sales Flare. This mapping is crucial for ensuring that the correct data populates the corresponding fields in Sales Flare.

5. Finalizing the Integration and Testing

After mapping the necessary fields, including custom fields like date of birth and PAN card number, click ‘Save and Send Test Request’ in Pabbly Connect. This action will create a new contact in Sales Flare using the data from your Google Sheets.

To verify that the integration works, check your Sales Flare account under the contacts section. You should see a new contact created with all the mapped details, including the custom fields.

With this setup, every time a new row is added to your Google Sheets, Pabbly Connect will automatically create a corresponding contact in Sales Flare. This automation streamlines your workflow and saves time.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Sales Flare contacts from Google Sheets. By following these steps, you can efficiently manage your contacts and enhance your productivity.