Have you ever tried to create leads in Freshsales from new Google Sheets rows? Yes, you might have. but here in this blog, we are going to reveal the easiest approach to integrate Freshsales and Google Sheets using Pabbly Connect.
Although the question must be rising in your mind why there is a need of integrating Freshsales and Google Sheets. Basically, Freshsales is a full-fledged sales CRM software for all business needs. Whereas, Google Sheets is spreadsheet software for business and personal use.
By integrating Google Sheets and Freshsales, we can save customers details directly from Google Sheets in Freshsales software as a lead. As you all know there is no way to directly connect both software, this is why we are recommending an integrating tool named Pabbly Connect.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect allows you to automate all your repetitive work without needing any coding skills. In a matter of time, you can connect multiple applications and allows data transmission among them.
Not just this, the only software available in the market that doesn’t restrict on features like path routers, filters, unlimited workflows, and much more even in its free plan.
Here, in this article, we will understand how to create leads in Freshsales from new Google Sheets rows in real-time.
So, without any further delay, let’s start the process of integrating Freshsales and Google Sheets.
Step 1: Sign up to Pabbly Connect
Initiate the process of connecting Freshsales to Google Sheets by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Subsequently, either fill-up the details manually or sign up using Gmail credentials.
Try Pabbly Connect for FREE
Further, after logging into the account, click on the “Access Now” button as shown in the above image. Start the process of building a workflow for integration by clicking on the “Create New Workflow” button. Moreover, add the name of workflow which in our case is “Google Sheets to Freshsales CRM”. Nevertheless, you can always name the workflow according to your requirements. Next, after building a workflow, you have to choose the integration app to add Freshsales leads from Google Sheets. Using Pabbly Connect you can avail unlimited actions and triggers, click here to sign up for unlimited workflows for free. The following step is to select “Google Sheets” from the dropdown, then choose the “New Spreadsheet Row” option to append leads in Freshsales from Google Sheets. The following step is to copy the webhook URL which is appearing on the dashboard.Step 2: Access Pabbly Connect
Step 3: Workflow for Freshsales to Google Sheets Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Freshsales to Google Sheets Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting Google Sheets with Pabbly Connect
To save leads in Freshsales, you gotta paste the copied Webhook URL in the sheet. But before that, you, have to install the Add-on named Pabbly Connect in your Google Sheet.
(a) Create a Google Sheets
The next thing to do is create a Google Sheets with basic details like the first name, last name, email address, and much more. You can select a sheet of your choice too.
(b) Click on Add-ons
Further, in the add-on section, you have to click on the “Get add-ons” button to download the “Pabbly Connect Webhook”.
(c) Find Pabbly Connect in G Suite Market Place
After clicking on “Get Add-on” a new window will pop-up. Here in the search bar look for Pabbly Connect Webhooks.
(d) Install Pabbly Connect
Now just click on the install option and within seconds it will get installed into your Google Sheets.
(e) Press Initial Setup in Google Sheets
Now, when you click on add-ons, Pabbly Connect Webhook will appear there. Just click on it, it will open certain options, select “Initial Setup” to smooth the whole Google Sheets- Freshsales integration process.
(f) Paste the Webhook URL
In addition, a window with two choices, the Webhook URL and Trigger Column, will appear when you press “Initial Set-Up”. In that segment, just paste your copied Webhook URL from Pabbly Connect and mention the trigger column as appropriate. To confirm the Google Sheets and Freshsales CRM integration, then click on the ‘Send Test’ button. Before submitting a test message, make sure to press ‘Capture Webhook Response’ on the Pabbly Connect dashboard.
When the test request is received, a message in red letters will indicate that the data has been submitted.
(g) Click Send On Event In Google Sheets
This is the additional step you have to do, to ensure that every time new data added to the sheet it will automatically appear in your Freshsales account. For this, all you have to do is click on “Send on Event” in the “Add-On” option.
Step 6: Test the Response in Pabbly Connect Dashboard
The entry will appear on the ”Pabbly Connect “ dashboard as soon as you click on the “Send Test“ option. Next, click on the ‘Save’ button.
Step 7: Setting Action for Google Sheets & Freshsales Integration
To make Google Sheets and Freshsales integration work, you have to choose the action for your trigger.
(a) Select Application you Want to Integrate
In addition, press the + icon to add an action to the trigger. Here we can pick “Freshsales” from the drop-down. Then choose the method “Create Lead”.
(b) Click the Connect Button
Click on the “Connected with Freshsales” button after making all the necessary adjustments. In addition, the permission window will open asking for an API key for which you have to log in to your Freshsales account.
Step 8: Connecting Freshsales to Pabbly Connect
To connect Google Sheets to Freshsales, you need to paste the “API Key” for which you have to log in to your Freshsales account.
(a) Go to Freshsales Settings
As soon as you entered into the Freshsales dashboard, go to the “Settings” options appearing on the top.
(b) Click on API Settings Option
Further, click on the “API Settings” option.
(c) Copy an API Key
Lastly, all you have to is copy an API key appearing on the dashboard.
Step 9: Paste API Key in Pabbly Connect Dashboard
You need to move back to the Pabbly Connect dashboard and paste the API key in order to create leads in Freshsales.
(a) Fill API Key and Subdomain
Now fill the copied API key as shown in the image and in subdomain fill your unique id. After pasting the key, simply hit the “Save” button.
(b) Map Field Data
Just map the appropriate field from the drop-down region, such as the email field, select the email option, and select the name option for the name field.
(c) Save and Send Test Request
Subsequently, after filling all the details, save the setting and then “Send Test Request” to test the Google Sheets Freshsales integration.
Step 10: Check Response in Freshsales Dashboard
Finally, your submission will immediately appear there when you search the leads segment of Freshsales.
You now know how to connect Google Sheets to Freshsales. This is a one-time operation. The online business automation platform, i.e. Pabbly Connect will now do all the manual work.
Conclusion
Alright! This is our catch on “how to create leads in Freshsales from new Google Sheets rows” using Pabbly Connect. Believe us, it is one of the best integration software in the market that allows data transmission in a matter of time. Just follow all the mentioned steps and nothing else. Plus the software doesn’t restrict you on any features even in its free plan.
So, what’s stopping you now, Go and try Pabbly Connect for Free.
