How to Add Salesmate Contact Details in Google Sheets Using Pabbly Connect

Learn how to automate adding Salesmate contact details to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of adding Salesmate contact details to Google Sheets, you first need to access Pabbly Connect. This platform allows seamless automation between different applications.

Open your browser and search for Pabbly Connect. You will find options to sign up for free or sign in if you are an existing user. Choose the appropriate option to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder for it.

• Name your workflow ‘Salesmate Contact Details in Google Sheets’.
• Select the folder named ‘Automations’.

After naming and selecting the folder, click on ‘Create’ to proceed to the workflow window, where you will set up the trigger and action for your automation.

3. Setting Up the Trigger for Salesmate

In this step, you will configure the trigger in Pabbly Connect. Select Salesmate as your trigger application. For the trigger event, choose ‘New Contact’ to initiate the workflow whenever a new contact is created.

Pabbly Connect will provide you with a webhook URL. You need to copy this URL and configure it in your Salesmate account. To do this, log into your Salesmate account, navigate to the setup icon at the top right, and select ‘Automation’ followed by ‘Workflow Management’.

• Click on ‘New Rule’ and name it appropriately.
• Set the execution criteria to ‘Create’.
• In the actions section, select ‘Call Webhook’ and paste the copied URL.

After saving these settings, your trigger will be successfully set up to capture new contacts from Salesmate.

4. Configuring the Action in Google Sheets

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Choose Google Sheets as the action application and select ‘Add New Row’ as the action event.

You will need to connect your Google Sheets account to Pabbly Connect. If you have not connected it before, click on ‘Add a New Connection’ and sign in with your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

Select the spreadsheet named ‘Salesmate Contacts’. Choose the sheet name as ‘Sheet1’.

Next, map the fields such as first name, last name, email, and mobile number from the previous step to ensure that the correct data is added to Google Sheets.

5. Testing the Workflow for Success

With everything set up in Pabbly Connect, it’s time to test your workflow. Fill out the form that creates a new contact in Salesmate. After submitting the form, check if Pabbly Connect has captured the response correctly.

Once you confirm that the data is captured, refresh your Google Sheets to see if the new contact details appear. You should see the first name, last name, email, and mobile number added to the specified sheet.

Submit a test entry with sample data. Verify that the contact appears in both Salesmate and Google Sheets.

If the test is successful, your automation is complete, and you can now add new contacts to Salesmate and have them automatically logged in Google Sheets using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Salesmate contact details to Google Sheets. By following the step-by-step instructions, you can streamline your workflow effectively.