How to Create Zoho CRM Contacts from Google Sheets Tables Row Using Pabbly Connect

Learn how to automate creating Zoho CRM contacts from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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

Accessing Pabbly Connect for Integration

To create Zoho CRM contacts from Google Sheets, you first need to access Pabbly Connect. This platform allows seamless integration between multiple applications without coding. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow that connects Google Sheets with Zoho CRM through Pabbly Connect. This integration will automate the process of adding new contacts directly from your Google Sheets data.

Setting Up the Trigger in Pabbly Connect

After accessing Pabbly Connect, the next step is to set up the trigger for your integration. Click on the ‘Create Workflow’ button and choose Google Sheets as your trigger application. The trigger event will be set to ‘New Row’ which means that every time a new row is added to your Google Sheets, it will initiate the workflow. using Pabbly Connect

To finalize the trigger setup, you need to connect your Google Sheets account with Pabbly Connect. Follow these steps:

• Select ‘Google Sheets’ as the trigger application.
• Choose the trigger event as ‘New Row’.
• Connect your Google account and authorize Pabbly Connect.

After this, you will need to select the specific spreadsheet and worksheet that you want to monitor for new rows.

Creating the Action in Zoho CRM

Now that your trigger is set up, it’s time to create the action in Zoho CRM. In the Pabbly Connect dashboard, select Zoho CRM as the action application. The action event will be ‘Create Contact’, which allows you to add new contacts based on the data from Google Sheets. using Pabbly Connect

To set up this action, you will need to connect your Zoho CRM account with Pabbly Connect. Follow these steps:

• Select ‘Zoho CRM’ as the action application.
• Choose ‘Create Contact’ as the action event.
• Connect your Zoho account and authorize Pabbly Connect.

Once connected, you will need to map the fields from Google Sheets to the corresponding fields in Zoho CRM, such as first name, last name, email, and phone number.

Testing the Integration

After mapping the fields, it’s crucial to test the integration to ensure everything works correctly. Enter a new row of data in your Google Sheets and check the Pabbly Connect dashboard for the response. This step confirms that the data is being sent from Google Sheets to Zoho CRM as intended. using Pabbly Connect

To conduct the test, simply fill in the required fields in your Google Sheets and save the row. Then, return to Pabbly Connect and review the response. If the integration is successful, you will see the new contact created in your Zoho CRM account.

Conclusion

In this tutorial, we explored how to create Zoho CRM contacts from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process of adding new contacts seamlessly. This integration can save time and improve efficiency for your business operations.