Learn how to integrate Google Sheets with Kommo using Pabbly Connect for automatic contact creation. Step-by-step guide with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a new Kommo contact from Google Sheets, the first step is to access Pabbly Connect. This platform allows you to automate tasks without needing coding skills. Begin by navigating to the Pabbly Connect website.
Once there, sign in to your account. If you are a new user, you can sign up for free, which provides you with 100 tasks monthly. After signing in, you will be directed to the Pabbly Connect dashboard where you can create workflows.
2. Creating a New Workflow in Pabbly Connect
In this section, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Kommo Contact from Google Sheets Tables.’ Then, select the appropriate folder for organization.
- Click on the ‘Create’ button.
- You will see two boxes appear: Trigger and Action.
- Select Google Sheets as your trigger application.
Choose the trigger event as ‘New or Updated Spreadsheet Row.’ This will set up the automation to trigger whenever a new row is added to your Google Sheets.
3. Connecting Google Sheets with Pabbly Connect
Now, it’s time to connect Google Sheets to Pabbly Connect. You will receive a webhook URL in the trigger step. This URL acts as a bridge between Google Sheets and Pabbly Connect. Copy this URL for later use.
Open your Google Sheets, go to the ‘Extensions’ menu, then ‘Add-ons,’ and select ‘Get add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already. After installation, return to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks,’ and click on ‘Initial Setup.’
- Paste the webhook URL into the setup box.
- Specify the trigger column (e.g., ‘D’ for the last column).
- Click on ‘Submit’ to save the setup.
After completing this setup, click on ‘Send on Event’ in the Pabbly Connect Webhooks menu to ensure that future data entries will be sent to Pabbly Connect.
4. Creating a Kommo Contact Action in Pabbly Connect
Next, we will set up the action to create a contact in Kommo using Pabbly Connect. Select Kommo as your action application and choose the action event as ‘Create Contact.’ Click on ‘Connect’ and add a new connection.
Here, you will need to enter your Kommo subdomain, which you can find in your Kommo account. After copying the subdomain, paste it into Pabbly Connect, and click ‘Save.’ You will also need to authorize the connection by allowing necessary permissions.
Map the fields from Google Sheets to the corresponding fields in Kommo. For example, map first name, last name, email, and phone number. Click on ‘Save and Send Test Request’ to create the contact.
Check your Kommo account to verify that the contact has been created successfully. This confirms that the integration is working as intended.
5. Testing the Integration Between Google Sheets and Kommo
Finally, we will test the integration to ensure everything functions correctly with Pabbly Connect. Go back to your Google Sheets and add a new row with dummy data, such as a new customer’s name, phone number, and email address.
After entering the data, check your Pabbly Connect dashboard. You should see that the new row data has been received successfully. Then, log into your Kommo account to confirm that the new contact has been created with the details you entered.
Enter a new name, phone number, and email in Google Sheets. Refresh your Kommo contacts list to see the new entry. Verify that the contact details match what you entered.
This step confirms that the automation between Google Sheets and Kommo is functioning perfectly through Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to create a Kommo contact from new Google Sheets entries using Pabbly Connect. By following the steps outlined, you can automate your contact creation process efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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