How to Create Agiled Contact from Google Sheets Row Using Pabbly Connect

Learn how to create Agiled contacts automatically from Google Sheets rows using Pabbly Connect in this detailed tutorial. Follow the steps for seamless integration! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and Agiled Integration

To create Agiled contacts from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user. This process takes just a couple of minutes and provides you with 100 free tasks to explore the platform.

Once you have signed up or logged in, navigate to the ‘All Apps’ section. Here, locate Pabbly Connect and click on ‘Access Now’ to enter the dashboard. This is where you will create your workflow to automate the process of adding new contacts in Agiled whenever a new row is added in Google Sheets.

2. Creating a Workflow in Pabbly Connect

The next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow; enter a suitable name like ‘Create Agiled Contacts from Google Sheets’ and click on ‘Create’.

• Select Google Sheets as your trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the provided webhook URL for the next steps.

This setup allows Pabbly Connect to monitor your Google Sheets for new rows, which will trigger the creation of a new contact in Agiled.

3. Setting Up Google Sheets for Integration

Now, you need to prepare your Google Sheets for integration with Pabbly Connect. Open your Google Sheets and navigate to the ‘Extensions’ menu. From there, go to ‘Add-ons’ and select ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on if you haven’t done so already.

Once installed, return to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’ and then click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which is the last column where data will be entered (for example, column D).

4. Testing the Integration with Pabbly Connect

After setting up the Google Sheets, you need to test the integration in Pabbly Connect. Enter some test data in your Google Sheets, ensuring that you fill in all columns up to the trigger column. Then, go back to the webhook setup and click on ‘Send Test’.

• Verify that the test data is sent successfully.
• Check for a successful response in Pabbly Connect.

This step ensures that the data from Google Sheets is correctly captured by Pabbly Connect and is ready to be used for creating contacts in Agiled.

5. Finalizing the Agiled Connection in Pabbly Connect

With the test data verified, it’s time to finalize the connection to Agiled through Pabbly Connect. Select Agiled as your action application and choose the action event as ‘Create Contact’. Click on ‘Connect’ and enter your Agiled API key, which you can find in the API settings of your Agiled account.

Map the fields from the Google Sheets response to the corresponding fields required in Agiled, such as first name, last name, email, and contact number. Once all fields are mapped, click on ‘Save and Send Test Request’ to create a new contact in Agiled. Finally, check your Agiled account to confirm that the new contact has been successfully created.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Agiled contacts from Google Sheets rows. By following these steps, you can seamlessly integrate Google Sheets with Agiled and enhance your workflow efficiency.