Learn how to seamlessly integrate Keap and Google Sheets using Pabbly Connect to automate adding tagged contacts. Follow this step-by-step tutorial for easy setup. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To add tagged Keap contacts in Google Sheets, we will utilize Pabbly Connect. Begin by visiting the Pabbly Connect homepage by browsing the URL provided. You can either sign in or sign up for free to explore its features.
Once logged in, you will see the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner to start setting up your integration. Give your workflow a name, such as ‘Add Tagged Keap Contact in Google Sheets,’ and select a folder for organization.
2. Setting Up the Trigger with Keap
In this step, we will set up the trigger using Pabbly Connect. Select ‘Keap’ as your trigger application and choose the event ‘Add Tag to Contact.’ This action will initiate the process whenever a new tagged contact is created in your Keap account.
- Select ‘Keap’ as the trigger application.
- Choose ‘Add Tag to Contact’ as the trigger event.
- Copy the provided webhook URL to connect your Keap account.
After selecting the trigger, you will receive a webhook URL that needs to be integrated into your Keap account. This is crucial for connecting Keap with Pabbly Connect. Ensure that you follow the instructions to set up the automation correctly.
3. Configuring Automation in Keap
Next, navigate to your Keap account to set up the automation. Create a new automation named ‘Tag Contact’ and configure it to trigger the HTTP POST request to the webhook URL you copied earlier from Pabbly Connect.
In the automation builder, you will set parameters for the contact details:
- Add keys for first name, last name, email, and phone number.
- Map these keys to the respective fields in your Keap account.
- Save and publish your automation.
This configuration ensures that every time a new tagged contact is created, the information will be sent to Pabbly Connect via the webhook, triggering the next action.
4. Adding Action to Google Sheets
With the trigger set up, the next step involves adding an action to Google Sheets. In Pabbly Connect, select ‘Google Sheets’ as your action application and choose the event ‘Add New Row.’ This action will automatically input the tagged contact’s information into your Google Sheet.
Connect your Google Sheets account and select the spreadsheet where you want to add the new rows. Map the fields accordingly:
Map the first name, last name, email, phone number, and tag name from the previous step. Ensure all fields are correctly aligned with your Google Sheets structure.
Once you’ve mapped all necessary fields, save the configuration. Now, every time a new tagged contact is created in Keap, their details will be added as a new row in your Google Sheets automatically via Pabbly Connect.
5. Testing the Integration
To ensure everything is functioning correctly, it’s essential to test your integration. Create a new contact in Keap and add the tag you previously set up. This action should trigger the workflow in Pabbly Connect.
After saving the new contact and adding the tag, check your Google Sheets. You should see the new row populated with the contact’s details:
First Name Last Name Email Phone Number Tag Name
This confirms that your integration is successful. You can now automate the process of adding tagged contacts from Keap to Google Sheets seamlessly using Pabbly Connect.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the addition of tagged Keap contacts into Google Sheets. By following these detailed steps, you can streamline your workflow and ensure your contact data is always up-to-date.
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