How to Add New Google Contacts to ServiceM8 as Clients Using Pabbly Connect

Learn how to automate adding new Google Contacts as clients in ServiceM8 using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Integration

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will focus on how to automate the process of adding new Google Contacts as clients in ServiceM8 using Pabbly Connect. This integration will save you time by eliminating the need for manual data entry.

To get started, you need to access your Pabbly Connect dashboard. If you don’t have an account yet, you can sign up for free, which takes just a couple of minutes. Once logged in, you will see the dashboard where you can create your automation workflows.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow. For this integration, name it ‘Google Contacts to ServiceM8’. After naming, click on the ‘Create’ button to proceed.

Your workflow will now have two main sections: the Trigger and Action windows. The Trigger window is where you will set up the event that starts the automation, and the Action window is where you will define what happens after the trigger. In this case, we will set Google Contacts as the trigger and ServiceM8 as the action.

3. Setting Up Google Contacts as Trigger in Pabbly Connect

In the Trigger window, select ‘Google Contacts’ from the app options. Then, choose the trigger event as ‘New or Updated Contact’. This means that every time a new contact is created or an existing one is updated in Google Contacts, the automation will be triggered. Click on ‘Connect’ and then select ‘Add New Connection’.

To connect your Google Contacts account, click on the ‘Sign in with Google’ button. You will be prompted to select your Google account and grant the necessary permissions. Once connected, Pabbly Connect will allow you to capture the details of the most recent contact. Click on ‘Save and Send Test Request’ to test this connection.

• Select Google Contacts as the app.
• Choose the trigger event: New or Updated Contact.
• Connect your Google account by signing in.

After testing, you should see the details of the newly created contact in your Pabbly Connect workflow. This confirms that the trigger setup is successful.

4. Setting Up ServiceM8 as Action in Pabbly Connect

Now that you have set up the trigger, it’s time to configure the action. In the Action window, search for ‘ServiceM8’ and select it. Choose the action event as ‘Create a New Client’. This step will enable you to add the new contact from Google Contacts as a client in ServiceM8. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to log in to your ServiceM8 account. After successfully logging in, Pabbly Connect will allow you to map the fields from the Google Contacts data to the required fields in ServiceM8.

• Select ServiceM8 as the app.
• Choose the action event: Create a New Client.
• Log in to your ServiceM8 account to connect.

Once connected, map the details from the Google Contacts trigger to the respective fields in ServiceM8. For example, map the full name, address, and other relevant details to ensure that the new client is created accurately.

5. Testing the Integration Between Google Contacts and ServiceM8

With both the trigger and action set up, it’s time to test your integration. Click on ‘Save and Send Test Request’ in the Action window. This will send the mapped data to ServiceM8 and create a new client based on the Google Contacts information.

After the test, check your ServiceM8 account to confirm that the new client has been added successfully. You should see the same details as entered in Google Contacts. This confirms that the automation is working correctly through Pabbly Connect.

To ensure everything functions as expected, create another test contact in Google Contacts and observe if it appears in ServiceM8 after the designated polling interval. This step verifies the reliability of your setup.

Conclusion

In this tutorial, we have successfully integrated Google Contacts with ServiceM8 using Pabbly Connect. This automation allows you to streamline the process of adding clients, saving you time and effort. By following the steps outlined, you can easily set up similar automations for other applications as well.

Pabbly Connect serves as a robust platform for creating seamless integrations, enhancing your workflow efficiency. Start automating your processes today with Pabbly Connect!