How to Create Keap Contact from New Google Sheets Tables Row Using Pabbly Connect

Learn how to create a Keap contact automatically from a new Google Sheets row using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

Introduction to Pabbly Connect for Google Sheets and Keap Integration

In this tutorial, we will explore how to create a Keap contact from a new row in Google Sheets using Pabbly Connect. This integration automates the process of transferring customer data into your CRM, ensuring that your database remains up-to-date without manual input.

By leveraging the capabilities of Pabbly Connect, you can streamline your workflow and improve efficiency. This tutorial will guide you through the exact steps needed to set up this automation, allowing you to focus more on your customer relationships rather than data management.

Accessing Pabbly Connect for Automation Setup

To begin, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process is quick and will give you 100 free tasks each month.

Once you have signed up or logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. Here, you will create a new workflow that connects Google Sheets and Keap.

Creating a Workflow in Pabbly Connect for Google Sheets and Keap

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Create Keap Contact from Google Sheets Table Row.’ Choose a folder to save it in, then click ‘Create’. This will open the workflow interface where you can set up your trigger and action.

• Select Google Sheets as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as your trigger event.
• Connect Google Sheets with Pabbly Connect using the provided webhook URL.

After setting your trigger, you will be ready to automate the process of adding new contacts to Keap whenever a new row is added to your Google Sheets.

Configuring Google Sheets for Pabbly Connect Integration

Next, you need to configure your Google Sheets to work with Pabbly Connect. Open your Google Sheet and ensure you have the data structure ready, including columns for customer name, phone number, email, and city.

To connect Google Sheets with Pabbly Connect, go to ‘Extensions’ and select ‘Pabbly Connect Webhooks’. If you don’t see this option, install the Pabbly Connect add-on from the Google Workspace Marketplace. After installation, refresh your sheet, then go back to Extensions and select ‘Initial Setup’. Here, paste the webhook URL you copied from Pabbly Connect and specify the trigger column.

Finalizing Integration and Testing with Pabbly Connect

After the Google Sheets setup, you will enable the sending option in Pabbly Connect. Go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and enable the ‘Send on Event’ option. This allows Pabbly Connect to automatically send data when a new row is added.

Now, add a new row in your Google Sheets with customer details. Once you input the information, you can check Pabbly Connect to see if the data was received correctly. If successful, proceed to set up the action for creating a new contact in Keap.

• Select Keap as your action application.
• Choose ‘Create/Update Contact’ as your action event.
• Map the fields from Google Sheets to Keap, including email, name, and phone number.

Once all details are mapped and saved, you can test the integration by adding another row in your Google Sheets. If done correctly, a new contact should automatically appear in your Keap account.

Conclusion

This tutorial demonstrated how to create a Keap contact from a new row in Google Sheets using Pabbly Connect. By following these steps, you can automate your customer data management, ensuring efficiency and accuracy in your CRM.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your ability to manage customer relationships effectively. Start leveraging automation today to improve your business processes.