How to Create Close CRM Leads from New Google Sheets Tables Row Using Pabbly Connect

Learn how to create Close CRM leads from new Google Sheets table rows using Pabbly Connect. Step-by-step tutorial to automate lead generation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create Close CRM leads from new Google Sheets table rows, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in. If you are a new user, you can sign up for free and gain access to various automation features.

Once logged in, navigate to your dashboard and click on the button that says ‘Create Workflow’. This will allow you to set up the automation necessary to connect Google Sheets with Close CRM. Ensure you have your Google Sheets ready for the integration process.

Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. After creating your workflow, select Google Sheets as the application. Then, choose the trigger event as ‘New or Updated Spreadsheet Row’. This will ensure that any new entry in your Google Sheets will trigger the workflow.

Once selected, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to connect your Google Sheets with Pabbly Connect. You will need to paste this URL into the Google Sheets add-on that you will set up next.

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

This setup is crucial as it links your Google Sheets to Pabbly Connect, allowing for seamless automation of lead creation in Close CRM.

Configuring Google Sheets Add-On for Pabbly Connect

Next, you need to configure the Google Sheets add-on to connect it with Pabbly Connect. Go to the ‘Extensions’ menu in Google Sheets, then select ‘Add-ons’ and click on ‘Get Add-ons’. Search for Pabbly Connect Webhooks and install the add-on if you haven’t done so already.

After installation, refresh your Google Sheets page. You will now see Pabbly Connect Webhooks in the Extensions menu. Click on it and go to ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which is usually the final data column where your lead details are entered.

• Paste the webhook URL into the initial setup.
• Specify the trigger column for your lead details.
• Click on ‘Submit’ to finish the setup.

Completing this step ensures that your Google Sheets is properly configured to send data to Pabbly Connect whenever a new lead is added.

Creating Leads in Close CRM via Pabbly Connect

Now that your Google Sheets is set up, it’s time to create leads in Close CRM using Pabbly Connect. In the workflow you created, select Close as the action application. Choose the action event as ‘Create Lead’. This action will allow you to automatically create a lead in Close CRM whenever a new row is added to your Google Sheets.

You will need to connect your Close account to Pabbly Connect by entering your API key. To find your API key, log into your Close account, go to settings, and then to the API section. Copy the API key and paste it into the connection setup in Pabbly Connect.

Select Close as the action application. Choose ‘Create Lead’ as the action event. Enter your Close API key to establish the connection.

This integration allows your sales team to access new leads immediately, enhancing efficiency and engagement.

Testing and Verifying the Integration

After setting up the workflow, it’s essential to test the integration to ensure everything works smoothly. Go back to your Google Sheets and enter a new lead’s details in the designated columns. Make sure to include all necessary information like first name, last name, company name, email, and phone number.

Once you enter the details, the webhook will trigger, and Pabbly Connect will send this information to Close CRM to create a new lead. You can verify the lead creation by checking your Close account to see if the new lead appears with the correct details.

This final step confirms that your integration between Google Sheets and Close CRM through Pabbly Connect is functioning as intended, allowing for efficient lead management.

Conclusion

In this tutorial, we explored how to create Close CRM leads from new Google Sheets table rows using Pabbly Connect. This automation enhances your sales process by ensuring immediate access to new leads, streamlining customer engagement and follow-ups.