Automatically Share Contacts from iPhone to CRM and Google Sheets Using Pabbly Connect

Learn how to automatically share contacts from your iPhone to CRM and Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Setting Up the Shortcut on iPhone to Use Pabbly Connect

To automatically share contacts from your iPhone to CRM and Google Sheets, you first need to set up a shortcut using Pabbly Connect. Open the Shortcuts app on your iPhone and tap the plus button to create a new shortcut. Name it ‘Contacts to P Connect’ and enable the option to show it in the share sheet.

Next, you will configure the shortcut to only share contact details. Unselect unnecessary inputs, keeping only the essential fields like email address and phone number. After this, add the action to get the contact from the input, ensuring that the shortcut can retrieve the necessary details before sending them to Pabbly Connect.

Getting the Webhook URL from Pabbly Connect

After setting up the shortcut, the next step is to get the webhook URL from Pabbly Connect. Go to the Pabbly Connect website and log in to your account. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

To create a new workflow, click on the ‘Create Workflow’ button and name it appropriately, such as ‘iPhone to Google Sheets to Zoho CRM’. Select the trigger as ‘Webhook’ and choose ‘Catch Webhook’ as the event. This will generate a unique webhook URL that you will need to copy and use in your iPhone shortcut.

Configuring the Shortcut with the Webhook URL

Now that you have the webhook URL, return to your iPhone shortcut. In the action where you get the content of the URL, paste the copied webhook URL. Change the method to POST and select JSON as the request body format.

Next, you will need to add fields for the contact details you wish to send to Pabbly Connect. Create fields for first name, last name, email, mobile number, and company name, mapping each to the corresponding contact details retrieved from the iPhone. Once done, save the shortcut to finalize the setup.

• Set the method to POST.
• Select JSON as the request body.
• Create fields for first name, last name, email, mobile number, and company name.

After this, click on ‘Done’ and use the share contact feature on your iPhone to test if the shortcut sends the contact details to Pabbly Connect.

Integrating Zoho CRM with Pabbly Connect

Once the contact details are sent to Pabbly Connect, the next step is to integrate with Zoho CRM. In your Pabbly Connect workflow, add a new action and select Zoho CRM as the app. Choose ‘Insert/Update Record’ as the action event and connect your Zoho CRM account.

During the connection setup, you will need to enter your Zoho CRM domain. After connecting, you will be prompted to select the module where you want to add the contact, such as leads or contacts. Map the fields from the webhook response to the corresponding fields in Zoho CRM, ensuring that all details are accurately reflected.

Adding Contacts to Google Sheets via Pabbly Connect

The final step in this automation process is to add the contact information to Google Sheets. In the same Pabbly Connect workflow, add another action and select Google Sheets. Choose ‘Add New Row’ as the action event and connect your Google Sheets account. using Pabbly Connect

After connecting, select the spreadsheet where you want to store the contact details. Map the fields from the webhook response to the columns in your Google Sheets, ensuring that each contact detail is correctly placed. After mapping all fields, save and test the request to confirm that the data is correctly added to Google Sheets.

• Select the correct spreadsheet and sheet.
• Map fields such as first name, last name, email, and phone number.
• Save and send test request to verify data addition.

Once tested successfully, you will see the contact details reflected in your Google Sheet, completing the automation process.

Conclusion

This tutorial demonstrates how to automatically share contacts from your iPhone to CRM and Google Sheets using Pabbly Connect. By following these steps, you can streamline your contact management efficiently.