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

Learn how to automate creating Keap contacts from new rows in Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Keap Integration

To create a Keap contact from a new Google Sheets table row, you need to start with Pabbly Connect. This platform facilitates the integration between Google Sheets and Keap seamlessly. Begin by opening your web browser and navigating to Pabbly Connect’s website.

On the Pabbly Connect homepage, you can either sign in or sign up for a free account. If you’re new, click on the ‘Sign Up for Free’ button. After signing in, click on the ‘Access Now’ button under the Pabbly Connect section, which will direct you to your dashboard.

2. Creating Your Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and a pop-up window will appear. Here, name your workflow, for example, ‘Create Keap Contact from Google Sheets Table Row’. Select the folder where you want to save your workflow and click ‘Create’.

• Name your workflow appropriately.
• Choose the correct folder for organization.

Once your workflow is created, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. Set up your Trigger by selecting Google Sheets as the application.

3. Configuring Google Sheets as the Trigger

To configure Google Sheets as your Trigger in Pabbly Connect, select it from the applications list. Choose the event ‘New or Updated Spreadsheet Row’ as your Trigger event. This means that whenever a new row is added or updated in your Google Sheets, it will trigger the workflow.

Next, you will be provided with a webhook URL. Copy this URL, as it will be used to connect Google Sheets with Pabbly Connect. Open your Google Sheets file where you will be adding customer data. To connect Google Sheets with Pabbly Connect, go to Extensions, then find the Pabbly Connect VBooks option.

4. Setting Up Google Sheets for Integration

In your Google Sheets, navigate to Extensions and select Pabbly Connect VBooks. If you haven’t installed the Pabbly Connect add-on yet, go to Add-ons > Get Add-ons, and search for ‘Pabbly Connect VBooks’ to install it. After installation, refresh your Google Sheets. using Pabbly Connect

Once refreshed, go back to Extensions > Pabbly Connect VBooks and select ‘Initial Setup’. In the setup, paste the webhook URL you copied earlier. Specify the Trigger column, which should be the last data entry column (e.g., Column D). Then, click ‘Submit’ to complete the initial setup.

• Paste the webhook URL in the setup.
• Specify the correct Trigger column for data entry.

After submitting, enable the ‘Send on Event’ option from the same menu. This allows the data from Google Sheets to be automatically sent to Pabbly Connect whenever a new row is added.

5. Creating a Contact in Keap Using Pabbly Connect

Now, it’s time to create a contact in Keap using the data from Google Sheets through Pabbly Connect. In your Pabbly Connect workflow, add an Action step, and select Keap as the application. Choose the action event ‘Create/Update Contact’. This action will create a new contact in your Keap account based on the data received from Google Sheets.

Connect your Keap account by clicking on ‘Connect’ and allowing the necessary permissions. Now, map the fields from the Google Sheets response to the Keap fields. For example, map the email address, first name, last name, and phone number to their respective fields in Keap.

To ensure that you don’t create duplicate contacts, set up a duplicate check using the email address. After mapping all necessary fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. If successful, you will see a confirmation message indicating that a new contact has been created in Keap.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Keap contacts from new rows in Google Sheets. By following these steps, you can streamline your customer management process, saving time and reducing errors. This integration not only enhances your workflow but also helps maintain an up-to-date customer database efficiently.