How to Create a Pipe Drive Person from Google Sheets Using Pabbly Connect

Learn how to integrate Google Sheets with Pipe Drive using Pabbly Connect to automate lead management. Follow this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Google Sheets with Pipe Drive, first visit the Pabbly Connect homepage. Here, you can sign in if you are an existing user or sign up for a free account to explore the features and get 300 tasks per month.

Once logged in, you will see the dashboard where you can create workflows. This is essential for automating tasks between applications. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow that will automate the process of adding new leads from Google Sheets to Pipe Drive. Once you click ‘Create Workflow’, name it something descriptive, like ‘Create Pipe Drive Person from Google Sheets’.

• Name your workflow for easy identification.
• Select a folder to organize your workflows.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you’ll set up a trigger and an action. The trigger will be an event in Google Sheets, and the action will be creating a person in Pipe Drive.

3. Setting Up the Trigger in Google Sheets

Now, you need to set up the trigger in Pabbly Connect by selecting Google Sheets as the application. Choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever you add or update a row in your Google Sheets, it will trigger the automation.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need to set it up in your Google Sheets.

• Open your Google Sheets and click on Extensions.
• Select Add-ons, then Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

Once installed, go back to Extensions, select Pabbly Connect Webhooks, and click on Initial Setup. Paste the webhook URL and set the trigger column, usually the last column containing data.

4. Testing the Integration with Dummy Data

To ensure that your integration is set up correctly, you need to test it. In Pabbly Connect, you will see that it is waiting for a webhook response. Now, go back to Google Sheets to add a new row with dummy data.

Before adding the data, ensure that you have enabled the ‘Send on Event’ option in the Pabbly Connect Webhooks add-on. This allows Pabbly Connect to receive the data automatically when a new row is added.

Enter a name, phone number, and email in the new row. Check back in Pabbly Connect to verify if the data has been received.

If the data appears correctly in Pabbly Connect, your trigger is set up successfully. Now, you can move on to setting up the action.

5. Creating a Person in Pipe Drive

The final step is to set up the action in Pabbly Connect to create a new person in Pipe Drive. Select Pipe Drive as the action application and choose the action event as ‘Create a Person’.

Connect your Pipe Drive account by entering the API token. You can find this in your Pipe Drive account under Personal Preferences. Once you have connected, map the fields from the trigger data to the corresponding fields in Pipe Drive.

Map the full name, phone number, and email from Google Sheets to Pipe Drive. Click on ‘Save and Send Test Request’ to create the person.

If successful, you will see the new person created in your Pipe Drive account. This confirms that the integration between Google Sheets and Pipe Drive via Pabbly Connect is working correctly. You can now automate your lead management effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating a Pipe Drive person from Google Sheets. By following these steps, you can streamline your lead management and ensure that your CRM is always up to date.