How to Create noCRM.io Leads from Google Sheets Using Pabbly Connect

Learn how to automate the creation of noCRM.io leads from Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. 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

1. Access Pabbly Connect to Automate Lead Creation

To create noCRM.io leads from Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate the integration between these two applications seamlessly.

As an existing user, log in to your Pabbly Connect account. New users can sign up for free and receive 100 tasks per month. After logging in, navigate to the dashboard where you can create your automation workflow.

2. Create a New Workflow in Pabbly Connect

Once in the dashboard of Pabbly Connect, you will see an option to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner.

In the dialog box that appears, name your workflow something descriptive like ‘Create noCRM.io Leads from Google Sheets’. You can also organize your workflow by saving it in a designated folder, such as ‘Google Sheets to noCRM.io Automation’.

3. Set Up Trigger and Action in Pabbly Connect

Next, it’s time to set up the trigger and action for your workflow in Pabbly Connect. For this integration, your trigger application will be Google Sheets, and the action application will be noCRM.io.

To do this, search for Google Sheets in the trigger window and select the event ‘New or Updated Spreadsheet Row’. This will ensure that every time a new lead is added to your Google Sheet, it triggers the action in noCRM.io. Now, select noCRM.io as your action application and choose the event ‘Create New Lead’.

4. Connect Google Sheets to Pabbly Connect

Now, you need to connect Google Sheets to Pabbly Connect. In the trigger window, you will see a Webhook URL. This URL acts as a bridge to connect your Google Sheets with Pabbly Connect.

Open your Google Sheet where you maintain lead details. Navigate to the Extensions menu, and ensure you have the Pabbly Connect Webhook extension installed. If not, go to ‘Get Add-ons’ in the Google Workspace Marketplace and search for ‘Pabbly Connect Webhooks’. Once installed, go back to Extensions, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, paste the Webhook URL and select the trigger column (the final data column where new leads will be added).

• Navigate to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the Webhook URL from Pabbly Connect.
• Select the trigger column (D in this case).

After setting this up, click ‘Submit’ to confirm the configuration.

5. Create a Lead in noCRM.io Using Pabbly Connect

With the connection established, it’s time to create a lead in noCRM.io using the data captured from Google Sheets. In Pabbly Connect, click on the ‘Connect’ button for noCRM.io.

Enter your noCRM.io account name and API key, which you can find in your noCRM.io admin panel under the API section. Once connected, you will map the lead details from the Google Sheets response to the corresponding fields in noCRM.io. This includes the lead’s first name, last name, phone number, and email address.

• Map the lead’s first name to the corresponding field.
• Map the last name, phone, and email fields similarly.
• Click ‘Save and Test Request’ to verify the lead creation.

Upon successful execution, you will see a confirmation response indicating that the lead has been created in your noCRM.io account.

Conclusion

This tutorial demonstrates how to create noCRM.io leads from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate lead generation efficiently, ensuring that your sales opportunities are managed seamlessly.