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

Learn how to automate the process of adding new leads from Dante AI to Google Sheets using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding new leads from Dante AI to Google Sheets, you first need to access Pabbly Connect. This platform enables seamless integration between various applications, including Dante AI and Google Sheets.

Start by signing up for a free account on the Pabbly Connect website. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create a new automation workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, begin by creating a new workflow for your integration. Click on the ‘Create Workflow’ button and name it, for example, ‘Dante AI to Google Sheets’. Select the folder where you want to save this workflow. using Pabbly Connect

• Click on the ‘Create’ button to initialize the workflow.
• You will see two sections: the trigger window and the action window.

The trigger window is where you will set up the event that initiates the automation. In this case, it will be a new lead captured from Dante AI.

3. Setting Up the Trigger with Dante AI

To set the trigger, search for ‘Dante AI’ in the app selection and select it. Choose ‘Lead Capture’ as the trigger event. Click on ‘Connect’ and select ‘Add New Connection’. using Pabbly Connect

You will need the API key from your Dante AI account. To find it, go to your Dante AI dashboard, navigate to ‘Integrations’, and copy the API key. Paste this key into Pabbly Connect and click ‘Save’.

• Select the knowledge base related to the chatbot you created.
• Click ‘Save and Send Test Request’ to check the connection.

Once the connection is established, Pabbly Connect will wait for a new lead response from Dante AI, indicating that the trigger setup is complete.

4. Adding New Leads to Google Sheets

Now that the trigger is set, you need to set up the action step to add the new lead details to Google Sheets. In the action step, search for ‘Google Sheets’ and select it. Choose ‘Add New Row’ as the action event. using Pabbly Connect

Click ‘Connect’ and choose ‘Sign in with Google’ to link your Google Sheets account with Pabbly Connect. Select the Google account you want to use and grant the necessary permissions.

Select the spreadsheet where you want to store the leads. Map the fields from the lead details, including name, email, phone number, city, and age.

After mapping the fields, click ‘Save and Send Test Request’ to ensure the data is correctly added to your Google Sheets.

5. Testing the Automation Workflow

After setting up the workflow, it’s essential to test it to ensure it functions correctly. Start a new conversation in your Dante AI chatbot and fill out the lead form with the required details.

Once you submit the form, Pabbly Connect will capture the new lead’s details and automatically add them to your selected Google Sheet. Check your Google Sheets to confirm that the new row with the lead’s information has been added successfully.

Repeat the process to test with different lead details. Ensure all details are accurately reflected in your Google Sheets.

This confirms that your automation between Dante AI and Google Sheets via Pabbly Connect is working flawlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of new leads from Dante AI to Google Sheets. By following these steps, you can streamline your lead management process efficiently.