Learn how to automate the creation of 10x Leap contacts from Google Sheets using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a 10x Leap contact from Google Sheets, we first need to access Pabbly Connect. This platform serves as the central hub for automating the integration process between Google Sheets and 10x Leap.
Begin by visiting the Pabbly Connect homepage at Pabbly.com/connect. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, you will be ready to set up your automation workflow.
2. Creating a New Workflow in Pabbly Connect
After signing into Pabbly Connect, locate the ‘Create Workflow’ button on the top right corner of the dashboard. Click this button to initiate the process of setting up your integration.
- Name your workflow as ‘Create 10x Leap Contact from Google Sheets’.
- Select a folder for your workflow, such as ‘Contacts’.
- Click on the ‘Create’ button to proceed.
This will take you to the workflow setup page, where you will define the trigger and action for your automation.
3. Setting Up the Trigger in Pabbly Connect
In the workflow setup, the first step is to set up the trigger using Pabbly Connect. Select ‘Google Sheets’ as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’.
You will receive a webhook URL from Pabbly Connect. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect. Next, go to your Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and search for ‘Pabbly Connect Webhooks’ to install the necessary add-on.
- After installation, access the add-on under ‘Extensions’ and select ‘Pabbly Connect Webhooks’.
- Choose ‘Initial Setup’ and paste the copied webhook URL into the provided field.
- Specify the trigger column, which will be the final data column that triggers the webhook.
Once you have completed these steps, click on ‘Submit’ to configure the setup successfully.
4. Sending Test Data to Pabbly Connect
To test the trigger setup in Pabbly Connect, you need to send a test submission from Google Sheets. Enter a new row of data in your Google Sheets, including details like first name, last name, and email address.
After entering the data, go back to Pabbly Connect, which should show that it is waiting for a webhook response. Click on ‘Send on Event’ in the Pabbly Connect Webhooks add-on to send the data. This action will allow Pabbly Connect to capture the test data you just entered.
Check your Pabbly Connect dashboard to see if the response has been received successfully. If the data appears correctly, you are ready to move on to the next step.
5. Setting Up the Action in Pabbly Connect
Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Select ’10x Leap’ as the action application and choose ‘Create Contact’ as the action event.
To connect your 10x Leap account, click on ‘Connect’ and then choose ‘Add New Connection’. You will need to provide the API key from your 10x Leap account. Navigate to your 10x Leap account settings to find and reset your API key, then copy and paste it into Pabbly Connect.
Map the required fields such as first name, last name, and email from the previous step’s response. Choose how you want to create the contact (using email or phone number). Click on ‘Send Test Request’ to confirm that the contact is created successfully in your 10x Leap account.
Once you receive a successful response, your integration is complete. You can now test it by adding new entries in Google Sheets to see if they automatically create contacts in 10x Leap.
Conclusion
In this tutorial, we demonstrated how to automate the creation of 10x Leap contacts from Google Sheets using Pabbly Connect. By following the steps outlined, you can streamline your workflow and ensure that new contact details are added automatically.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!
This integration not only saves time but also enhances data accuracy. For further queries, feel free to reach out to Pabbly support or explore additional integrations available on the platform.