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. This detailed tutorial covers each step of the integration process.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect to Set Up Integration

To create a Klaviyo profile from new Google Sheets rows, you first need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can begin creating a new workflow. Click on the ‘Create Workflow’ button to initiate the process. This will allow you to set up the connection between Google Sheets and Klaviyo.

Creating a Workflow in Pabbly Connect

In this step, you will create a workflow named ‘Create Klaviyo Profile from New Google Sheets Table Row’ within Pabbly Connect. Select your preferred folder for organization, or create a new folder if needed. This helps in managing your workflows efficiently.

• Click on ‘Create’ to finalize the workflow setup.
• Identify the trigger and action steps; triggers are events that initiate the workflow.
• In this case, the trigger will be a new row added to Google Sheets.

After setting up the workflow, you can proceed to configure the Google Sheets trigger. This is where Pabbly Connect starts to capture data from your Google Sheets whenever a new lead is added.

Setting Up Google Sheets Trigger in Pabbly Connect

To set up the trigger, select Google Sheets as the trigger application in Pabbly Connect. Choose the event ‘New or Updated Spreadsheet Row’. This will allow the workflow to be activated every time a new lead detail is added to your Google Sheets.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL, as it will be used to connect Google Sheets with Pabbly Connect. In your Google Sheets, navigate to Extensions, select Add-ons, and search for the Pabbly Connect Webhooks add-on to install it.

• After installation, go to Extensions again and choose Pabbly Connect Webhooks.
• Select ‘Initial Setup’ and paste the copied webhook URL.
• Set the trigger column to the last column of your data, which will be used to send data to the webhook.

Ensure to click on ‘Submit’ to finalize the setup. This step is crucial as it allows Pabbly Connect to listen for new data entries in your Google Sheets.

Configuring Klaviyo Action in Pabbly Connect

Once the Google Sheets trigger is set, the next step is to configure the action in Pabbly Connect. Select Klaviyo as the action application and choose the event ‘Create Profile’. This means every time a new lead is added in Google Sheets, a new profile will be created in Klaviyo.

To establish the connection, click on ‘Connect’ and follow the prompts to authenticate your Klaviyo account. Make sure you are logged into Klaviyo for a smoother connection process. Once connected, you will be prompted to map the data fields from Google Sheets to Klaviyo.

Map fields such as email address, phone number, first name, and last name from the Google Sheets row. Ensure to include any necessary country codes for phone numbers. After mapping, click on ‘Save and Send Test Request’ to confirm the action works.

After successfully saving the configuration, you can check your Klaviyo account to see if the new profile has been created as expected. This step validates that Pabbly Connect has effectively integrated Google Sheets with Klaviyo.

Testing the Integration

To ensure everything works as intended, it’s important to test the integration set up through Pabbly Connect. Go back to your Google Sheets and add a new lead detail. For instance, you can enter a dummy lead with a first name, last name, company, email, and status.

Once you enter the data, Pabbly Connect should capture this new entry and trigger the action to create a profile in Klaviyo. Refresh your Klaviyo account to check if the new profile appears correctly with the details you entered.

After confirming that the profile has been created, you can be assured that your setup is functioning properly. This automated process saves you time and ensures that your leads are managed effectively through the integration of Google Sheets and Klaviyo via Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to create a Klaviyo profile from new Google Sheets rows using Pabbly Connect. By following the steps outlined, you can automate the integration process, ensuring efficient management of your leads and clients.

This integration not only streamlines your workflow but also enhances your communication with clients, allowing for timely updates and personalized interactions. Start using Pabbly Connect today to optimize your lead management process!