How to Create Systeme.io Contact from Google Sheets Using Pabbly Connect

Learn how to integrate Google Sheets with Systeme.io to create contacts and add tags using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Systeme.io contact from Google Sheets, we first need to access Pabbly Connect. This powerful integration platform helps automate tasks between various applications, including Google Sheets and Systeme.io.

Begin by visiting the Pabbly website and signing in to your account. If you do not have an account, you can sign up for free. Once logged in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. Here, you will name your workflow according to your objective, such as ‘Create Systeme.io Contact from Google Sheets’. using Pabbly Connect

• Name the workflow based on your goal.
• Select a folder to save your workflow.
• Click ‘Create’ to proceed.

This will take you to the workflow setup window, where you will see two main sections: Trigger and Action. In this case, Google Sheets will be your trigger application, and Systeme.io will be your action application.

3. Setting Up the Trigger Application

To set up the trigger in Pabbly Connect, select Google Sheets as your trigger application. You will then need to choose the trigger event, which is ‘New or Updated Spreadsheet Row’. This means that any new row added to your Google Sheets will initiate the workflow.

Next, you will connect your Google Sheets account to Pabbly Connect using a webhook URL provided in the setup instructions. Copy this URL, go to your Google Sheets, and install the Pabbly Connect Webhooks add-on if you haven’t already.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.
• Paste the copied webhook URL in the initial setup of the add-on.

Finally, specify the trigger column, which is the last data entry column in your Google Sheets. Test the configuration to ensure that everything is set up correctly.

4. Setting Up the Action Application in Systeme.io

Now that the trigger is set, the next step is to configure the action in Pabbly Connect. Select Systeme.io as your action application and choose the action event ‘Create Contact’. You will need to connect your Systeme.io account by providing an API key.

To obtain the API key, log into your Systeme.io account, navigate to Settings, and create a new API key. Copy this key and paste it into Pabbly Connect to establish the connection. After successfully connecting, you will need to map the data from Google Sheets to the corresponding fields in Systeme.io.

Map the email address, first name, last name, and phone number from Google Sheets. Ensure to add a plus sign before the phone number for the country code. Click ‘Save and Send Test Request’ to create the contact.

If successful, you will see a response indicating that the contact has been created in Systeme.io.

5. Adding Tags to the Created Contacts

After creating the contact, you can enhance your integration by adding tags to the contacts in Systeme.io. In Pabbly Connect, add another action step and select Systeme.io again, this time choosing the ‘Add Tag to Contact’ action event. using Pabbly Connect

Use the contact ID from the previous step to map the contact you just created. Then select the tag you want to apply from your Systeme.io account. This allows you to categorize your contacts based on the information you have collected from Google Sheets.

Map the contact ID from the previous response. Select the appropriate tag from the list. Click ‘Save and Test Request’ to finalize.

Once completed, you will receive a confirmation response indicating that the tag has been successfully added to the contact in Systeme.io.

Conclusion

In this tutorial, we successfully integrated Google Sheets with Systeme.io using Pabbly Connect. By following the steps outlined, you can automate the process of creating contacts and adding tags, saving you time and ensuring your data is organized efficiently. Pabbly Connect serves as a powerful tool for automating integrations between various applications, enhancing your productivity.