How to Sync Google Sheets Automatically Using Pabbly Connect

Learn how to sync Google Sheets automatically using Pabbly Connect. This step-by-step tutorial covers the integration process in detail. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Sync Google Sheets Automatically

To sync Google Sheets automatically, first, access Pabbly Connect by visiting the official website. Once there, you can either sign in if you already have an account or sign up for free to create a new account. New users receive 100 free tasks every month, which allows them to explore the powerful automation capabilities of Pabbly Connect.

After signing in, you will be taken to the dashboard where all your workflows are displayed. To create a new workflow, click on the ‘Create Workflow’ button. In the dialog box that appears, provide a name for your workflow, such as ‘Sync Google Sheets Automatically’, and select the appropriate folder for organization. Once set, click on ‘Create’ to proceed.

2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, automation relies on triggers and actions. The trigger is the event that starts the workflow, while the action is what happens in response to that trigger. For this tutorial, we will set Google Sheets as both the trigger and action applications.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the provided webhook URL for connecting Google Sheets to Pabbly Connect.

After copying the webhook URL, go to your Google Sheets document, navigate to ‘Extensions’, and select ‘Add-ons’. Here, search for ‘Pabbly Connect Webhooks’ and install the add-on. Once installed, refresh your spreadsheet to access the Pabbly Connect options under Extensions.

3. Initial Setup in Google Sheets for Webhook

To integrate Google Sheets with Pabbly Connect, perform the initial setup by pasting the copied webhook URL into the designated field in the Pabbly Connect Webhooks add-on. Specify the trigger column, which is the column that will send data to Pabbly Connect when updated. In this case, the trigger column is set to ‘C’, as it contains the quantity of products sold.

After entering the webhook URL and trigger column, click on the ‘Send Test’ button to send a test response to Pabbly Connect. This step ensures that the connection is successful. Once the test response is received, submit the initial setup and confirm that the connection is established.

4. Connecting Inventory Record with Pabbly Connect

Next, we need to connect the inventory record spreadsheet with Pabbly Connect. This involves selecting Google Sheets again as the action application and choosing the action event as ‘Lookup Spreadsheet Row’. This allows us to fetch details from the inventory record based on the product sold.

• Connect to your Google Sheets account through Pabbly Connect.
• Select the inventory record spreadsheet and the corresponding sheet.
• Map the product column to identify which product’s stock needs to be updated.

After mapping the product column, click on ‘Save and Send Test Request’ to verify that the correct product details are fetched. This establishes a dynamic link between the sales data and inventory updates.

5. Updating Stock Units Automatically

Finally, to update the stock units automatically in your inventory record, we will add another action step in Pabbly Connect. Select Google Sheets as the action application again, and this time choose the action event ‘Update Cell Value’. This step allows us to modify the stock quantity based on the sales data received.

In this action, specify the range for updating the stock units, which should be in column B corresponding to the product name in column A. Map the row index dynamically from the previous response to ensure the correct row is updated every time. After setting this up, click on ‘Save and Send Test Request’ to confirm that the updates are reflected accurately in your inventory spreadsheet.

Conclusion

By following these steps, you can effectively sync Google Sheets automatically using Pabbly Connect. This integration allows you to manage sales and inventory seamlessly without any coding skills, ensuring your data is always up-to-date.