How to Integrate Circle with Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Circle with Google Sheets using Pabbly Connect. Follow our step-by-step guide for automating member details transfer. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Circle and Google Sheets Integration

To integrate Circle with Google Sheets, you first need to access Pabbly Connect. This platform will facilitate the automation of sending new member details from Circle to Google Sheets.

Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks. After signing in, navigate to the ‘All Applications’ page and click on ‘Access Now’ under Pabbly Connect to create your workflow.

2. Creating a New Workflow in Pabbly Connect

Once in Pabbly Connect, create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow, for instance, ‘Send New Circle Member Data to Google Sheets’ and click on ‘Create’.

Next, you will see the trigger and action setup. The trigger application will be Circle, and the trigger event will be set to ‘New Member’. This means that the workflow will activate whenever a new member joins Circle.

• Click on the ‘Connect’ button to establish a connection between Pabbly Connect and Circle.
• If you do not have an existing connection, you will need to create a new one by entering the API token and host URL.
• Copy the host URL from your Circle account and paste it into Pabbly Connect.

After entering the details, click on ‘Save’ to confirm the connection. This step is crucial as it allows Pabbly Connect to retrieve member data from Circle.

3. Testing the Circle Connection in Pabbly Connect

After setting up the connection, it’s time to test it. You need to create a test member in Circle. Go back to your Circle account, navigate to the invite section, and fill in the necessary details to invite a new member.

After inviting the member, accept the invitation through the email link. This action will create a new member profile in Circle. Once the member has been added, return to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the new member’s details.

• Ensure the details such as user ID, name, and email are visible in the response.
• This confirms that Pabbly Connect has successfully captured the member details from Circle.

By completing this test, you verify that the connection between Circle and Pabbly Connect is functioning correctly.

4. Adding New Member Data to Google Sheets

The next step is to add the captured member data into Google Sheets. In Pabbly Connect, set the action application to Google Sheets and select the action event as ‘Add New Row’.

Establish a connection between Google Sheets and Pabbly Connect by clicking on ‘Connect’. You will need to sign in with your Google account and grant permission for Pabbly Connect to access your Google Sheets.

Select your target spreadsheet from the dropdown menu. Choose the specific sheet where you want the data to be added. Map the fields from the Circle response to the corresponding columns in Google Sheets.

After mapping the name and email fields, click on ‘Save and Send Test Request’. This will send the new member data to your selected Google Sheets, confirming that the integration is complete.

5. Conclusion

In this tutorial, we demonstrated how to integrate Circle with Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process of adding new member details to your Google Sheets seamlessly. This integration not only saves time but also ensures that your member data is organized and readily accessible.

Utilizing Pabbly Connect for such integrations allows for efficient data management across various applications, enhancing your overall productivity. Start automating today with Pabbly Connect to streamline your workflows!