How to Add New Leads from Dante AI to Google Sheets Using Pabbly Connect

Learn how to automate lead management by integrating Dante AI with Google Sheets through Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Automation

In this section, we will explore how to set up Pabbly Connect to automate the process of adding new leads from Dante AI to Google Sheets. First, log into your Pabbly Connect account. If you don’t have an account yet, you can create one for free by following the sign-up link provided in the description.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will then need to name your workflow; for instance, you can name it ‘Dante AI to Google Sheets’. Next, select the folder where you want to create this workflow and click on ‘Create’ to proceed.

Connecting Dante AI to Pabbly Connect

To connect Dante AI with Pabbly Connect, focus on the trigger window. Search for ‘Dante AI’ in the app selection and choose it. The next step is to select the trigger event; from the dropdown menu, select ‘Lead Capture’ as the trigger event. Click on ‘Connect’ and then choose ‘Add New Connection’.

To establish the connection, you will need the API key from your Dante AI account. Go to your Dante AI account, navigate to the Integrations section, and copy the API key. Return to Pabbly Connect, paste the API key, and click ‘Save’. Once the connection is successful, select the knowledge base from which you want to capture new leads.

• Select the appropriate knowledge base from the dropdown.
• Click ‘Save and Send Test Request’ to check for new leads.

After clicking ‘Save and Send Test Request’, Pabbly Connect will wait for a new lead response from Dante AI. This indicates that the connection is established and ready for data transfer.

Testing the Lead Capture from Dante AI

Now that we have set up the trigger, let’s test the lead capture process. Go to your Dante AI chatbot and fill out the lead form with the necessary details. For instance, you can enter a name, email, phone number, city, and age of the lead.

Once you submit the form, a new lead will be created in Dante AI. Go back to Pabbly Connect, and you should see the details of this new lead captured in the trigger step. The information such as name, email, phone number, city, age, and a unique conversation ID will be displayed, confirming that the first part of the automation is successful.

Adding Captured Leads to Google Sheets

Next, we will set up the action step to add the captured leads to Google Sheets using Pabbly Connect. In the action step, search for ‘Google Sheets’ and select it. For the action event, choose ‘Add New Row’ and click on ‘Connect’ to link your Google Sheets account.

After connecting, you will be prompted to select the spreadsheet where you want to add the leads. Choose the spreadsheet named ‘Dante AI leads’. Then, select the sheet (e.g., Sheet1) within that spreadsheet. You will now map the fields from the lead captured in the trigger step to the respective columns in Google Sheets.

• Map the conversation ID to the corresponding column.
• Continue mapping the name, email, phone number, city, and age fields.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to finalize the action. After a successful response, check your Google Sheets to confirm that the new lead details have been added as a new row.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of new leads from Dante AI to Google Sheets. This integration not only streamlines your workflow but also ensures that you never miss capturing important lead information.

By following these steps, you can efficiently manage your leads and enhance your productivity using Pabbly Connect.