Automate Your CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to automate your CRM processes using Pabbly Connect by integrating HubSpot, Google Sheets, and WhatsApp. Follow this detailed tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for CRM Automation

To start automating your CRM processes, first access Pabbly Connect by navigating to its website. Here, you will find options to sign in or sign up for free. If you are an existing user, simply click on the sign-in option. New users can create an account and enjoy 100 free tasks every month.

Once logged in, you will be directed to the Pabbly Connect dashboard. This is where you can manage all your workflows. To create a new automation, click on the ‘Create Workflow’ button and provide a suitable name, such as ‘Automate HubSpot CRM using Pabbly Connect’.

2. Setting Up HubSpot Integration in Pabbly Connect

In this section, we will set up a connection between HubSpot CRM and Pabbly Connect. Start by selecting HubSpot as your trigger application. The trigger event we will use is ‘New Contact Added’. This means that whenever a new contact is created in HubSpot, the workflow will be triggered automatically.

• Select ‘New Contact Added’ as the trigger event.
• Click on ‘Connect’ and choose ‘Add New Connection’.
• Authorize your HubSpot account to establish the connection.

After establishing the connection, you will need to select the output properties you want to capture, such as first name, last name, email address, and phone number. Click on ‘Save and Send Test Request’ to confirm that the connection is successful. This will allow Pabbly Connect to fetch the latest contact details from HubSpot.

3. Automating Data Transfer to Google Sheets

Now that we have set up the HubSpot integration, let’s use Pabbly Connect to automate the transfer of new contact data to Google Sheets. After the trigger event occurs, we will add an action step to create a new row in Google Sheets.

• Select Google Sheets as your action application.
• Choose the action event ‘Create Spreadsheet Row’.
• Connect your Google account to Pabbly Connect.

Map the fields from HubSpot to the corresponding columns in Google Sheets. For instance, map the first name, last name, email, and phone number fields. Click on ‘Save and Send Test Request’ to ensure the data is correctly transferred to your Google Sheets.

4. Sending WhatsApp Messages Using Pabbly Connect

In addition to Google Sheets, you can also send WhatsApp messages to new contacts using Pabbly Connect. After setting up the Google Sheets action, add another action step to send a WhatsApp message.

Select WhatsApp Cloud API as your action application. Choose the action event ‘Send Message’. Connect your WhatsApp account to Pabbly Connect.

Compose your message and map the contact’s details such as the first name and phone number. This way, whenever a new contact is added in HubSpot, they will automatically receive a WhatsApp message. Click on ‘Save and Send Test Request’ to verify that the message is sent successfully.

5. Conclusion

In this tutorial, we explored how to automate your CRM processes using Pabbly Connect. By integrating HubSpot CRM, Google Sheets, and WhatsApp, you can streamline your customer relationship management effectively. This automation not only saves time but also enhances communication with your contacts.

With Pabbly Connect, you can easily manage your CRM tasks without any coding skills, allowing you to focus on growing your business. Start automating today and experience the benefits of seamless integrations!