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

Learn how to automate the creation of Zoho CRM contacts directly from Google Sheets rows using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Zoho CRM contacts from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free, which provides you with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see all your existing workflows and the option to create a new one. Click on the ‘Create New Workflow’ button to start setting up your integration process.

2. Setting Up the Trigger with Google Sheets

In this step, you will set up the trigger for your integration using Pabbly Connect. Select Google Sheets as your trigger application. The trigger event will be set to ‘New Row’, which means whenever a new row is added to your Google Sheets, it will trigger the action in Zoho CRM.

• Choose ‘Google Sheets’ from the list of applications.
• Select ‘New Row’ as the trigger event.
• Connect your Google account to Pabbly Connect.

After setting up the trigger, you will need to specify which spreadsheet and worksheet to monitor. Make sure to select the correct sheet where you will be adding customer information. Once configured, proceed to test the trigger to ensure that it captures the new row data correctly.

3. Configuring the Action to Create Contacts in Zoho CRM

After successfully setting up your trigger, the next step is to configure the action that will create contacts in Zoho CRM using Pabbly Connect. Choose Zoho CRM as your action application and select the ‘Create Contact’ action event.

You will be prompted to connect your Zoho CRM account to Pabbly Connect. Enter your Zoho domain and authorize the connection. Once connected, you need to map the fields from your Google Sheets data to the corresponding fields in Zoho CRM. This includes first name, last name, email, and phone number.

• Map ‘First Name’ from Google Sheets to Zoho CRM.
• Map ‘Last Name’ accordingly.
• Ensure to map any additional fields required by Zoho CRM.

After mapping the fields, you can send a test request to verify that the integration works correctly. If successful, a new contact should be created in your Zoho CRM account.

4. Finalizing the Integration and Testing

With the action step configured, it’s time to finalize your integration using Pabbly Connect. Review all the settings to ensure that everything is mapped correctly. If you are satisfied with the configuration, click on the ‘Save’ button to finalize your workflow.

To test the integration, go back to your Google Sheets and add a new row with customer information. Once you add the data, return to Pabbly Connect to check if the new contact has been created in Zoho CRM. You should see a response indicating that the integration was successful.

If the test is successful, you can now automate the process of creating Zoho CRM contacts from Google Sheets rows without any manual effort. This integration streamlines your workflow and saves time.

Conclusion

Using Pabbly Connect, you can easily automate the creation of Zoho CRM contacts from Google Sheets rows. This integration not only saves time but also ensures that your customer data is accurately captured and managed. By following these steps, you can enhance your event management processes efficiently.