How to Create Klaviyo Profile from New Google Sheets Tables Row Using Pabbly Connect

Learn how to create a Klaviyo profile from new Google Sheets rows using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create a Klaviyo profile from new Google Sheets rows, you first need to access Pabbly Connect. This automation platform enables seamless integration between Google Sheets and Klaviyo, ensuring that every new lead is automatically added to your Klaviyo account.

Begin by visiting the Pabbly Connect homepage. Here, you can sign in or sign up for a free account, which provides 300 tasks every month. Once logged in, navigate to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. In the dialog box, name your workflow as ‘Create Klaviyo Profile from New Google Sheets Table Row’ and select an appropriate folder.

• Name your workflow clearly for easy identification.
• Select a folder to organize your workflows efficiently.
• Click on the ‘Create’ button to proceed.

Once the workflow is created, you will see options for setting a trigger and an action. Triggers initiate the workflow, and actions are the responses that occur as a result.

3. Setting Up Google Sheets as the Trigger

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Select ‘Google Sheets’ and choose the event as ‘New or Updated Spreadsheet Row’. This configuration will allow Pabbly Connect to monitor your Google Sheets for any new entries.

Upon selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used to link your Google Sheets with Pabbly Connect. Navigate to your Google Sheets, where you have your lead management table set up.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install the add-on.
• After installation, go to Extensions > Pabbly Connect Webhooks > Initial Setup.

In the Initial Setup, paste the copied webhook URL and set the trigger column as the last data column in your sheet. This ensures that when data is entered in this column, the entire row will be sent to Pabbly Connect.

4. Testing the Integration with Pabbly Connect

With your trigger set up, it’s time to test the integration. In your Google Sheets, enter a new lead’s information in the specified columns. For example, fill out the first name, last name, company, email, and phone number.

Once the data is entered, return to Pabbly Connect. The platform will display a waiting message for the webhook response. This indicates that it is ready to receive data from Google Sheets.

Make sure to fill the last column to trigger the webhook. Check Pabbly Connect for a successful response indicating that data was received. If received, you can proceed to the next step.

Upon successful data capture, you will see the details displayed in Pabbly Connect, confirming that the integration is working correctly.

5. Creating a Klaviyo Profile in Pabbly Connect

Now that the trigger is set and tested, you can create a profile in Klaviyo. Select Klaviyo as the action application in Pabbly Connect and choose ‘Create Profile’ as the action event. This step ensures that every time a new row is added in Google Sheets, a corresponding profile is created in Klaviyo.

Connect your Klaviyo account by clicking on ‘Connect with Klaviyo’. Follow the prompts to authorize Pabbly Connect to access your Klaviyo account. Once connected, you will need to map the data fields from the Google Sheets trigger to the Klaviyo profile fields.

Map fields such as email, first name, last name, and company from Google Sheets. Ensure that all required fields in Klaviyo are filled appropriately. Click on ‘Save and Send Test Request’ to create the profile.

After a successful test, you will see the new profile created in your Klaviyo account, confirming that the integration is functioning as intended. You can now add more leads to your Google Sheets, and they will automatically be created as profiles in Klaviyo.

Conclusion

In this tutorial, we have successfully integrated Google Sheets and Klaviyo using Pabbly Connect. By following the steps outlined, you can automate the process of creating Klaviyo profiles from new rows in Google Sheets, enhancing your client management and communication efficiency.