Automate Zoho CRM Contacts from Google Sheets Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from Google Sheets using Pabbly Connect. This step-by-step guide covers the entire integration process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the creation of Zoho CRM contacts from Google Sheets, first access Pabbly Connect. This platform simplifies the integration between various applications without any coding required. Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the site, you can sign in if you’re an existing user or sign up for free if you’re new. Signing up gives you access to 100 free tasks each month, allowing you to explore the features of Pabbly Connect effectively.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow that will automate the process of adding contacts to Zoho CRM from Google Sheets. Click on the ‘Create Workflow’ button and name your workflow appropriately.

• Select a folder to save your workflow.
• Define the trigger application as Google Sheets.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.

This setup will initiate the workflow whenever a new row is added to your Google Sheets, allowing Pabbly Connect to automatically create a contact in Zoho CRM.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between the two applications. After defining your trigger, Pabbly Connect will provide you with a webhook URL that you need to paste into Google Sheets.

In Google Sheets, go to ‘Extensions’, then ‘Add-ons’, and click on ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on. Once installed, refresh your Google Sheets, navigate back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Enter the webhook URL and specify the trigger column (for example, column D) where data will be entered.

4. Setting Up Zoho CRM as Action Application in Pabbly Connect

Now that Google Sheets is connected, the next step is to set Zoho CRM as the action application within Pabbly Connect. Choose ‘Zoho CRM’ as your action application and select ‘Create Contact’ as the action event. If you don’t have an existing connection, you will need to create a new one by entering your Zoho domain.

After entering the domain, grant Pabbly Connect the necessary permissions to access your Zoho account. Once connected, map the fields from your Google Sheets response to the corresponding fields in Zoho CRM, such as first name, last name, phone number, and email address. This mapping ensures that the data is accurately transferred from Google Sheets to Zoho CRM.

5. Testing the Integration Between Google Sheets and Zoho CRM

With everything set up, it’s time to test the integration. Go back to your Google Sheets and enter a new row of data that includes the customer details. After entering the data, Pabbly Connect should receive the response from Google Sheets, indicating that the data has been captured successfully.

• Check the webhook response in Pabbly Connect to confirm the data was received.
• Verify the contact creation in your Zoho CRM dashboard.

After confirming that the contact has been created in Zoho CRM, you can conclude that the automation is working perfectly. Every time a new row is added in Google Sheets, a corresponding contact will be created in Zoho CRM through Pabbly Connect.

Conclusion

Using Pabbly Connect, you can automate the creation of Zoho CRM contacts from Google Sheets effortlessly. This integration saves time and eliminates manual data entry, ensuring that your customer details are always up-to-date in your CRM.