How to Sync Google Sheets Automatically Using Pabbly Connect

Learn how to sync Google Sheets automatically using Pabbly Connect. This detailed tutorial covers step-by-step instructions to integrate Google Sheets seamlessly. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets Integration

To sync Google Sheets automatically, begin by accessing Pabbly Connect. Go to the homepage by typing the URL Pabbly.com/connect in your browser. If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in.

Once logged in, you will see the dashboard where all your workflows are displayed. To create a new workflow, click on the ‘Create Workflow’ option. Here, you will be prompted to name your workflow, such as ‘Sync Google Sheets Automatically,’ and select a folder to save it in. After this, click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your Google Sheets integration. In this case, select Google Sheets as your trigger application. The trigger event will be ‘New or Updated Spreadsheet Row’ because you want the workflow to activate whenever a new row is added.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the provided webhook URL for further steps.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting your Google Sheets with Pabbly Connect. Go to your Google Sheets, click on Extensions, and then Add-ons to install the Pabbly Connect Webhook add-on if you haven’t done so already.

3. Initial Setup in Google Sheets

After installing the Pabbly Connect Webhook add-on, it’s time for the initial setup. Open your sales sheet and go to Extensions, then Pabbly Connect Webhooks, and select ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the column that will send data to Pabbly Connect.

In this example, the trigger column is set to ‘C’ because it represents the quantity purchased. After entering the necessary details, click on the ‘Send Test’ button to verify the connection. Once you receive a successful test response, submit the initial setup.

4. Configuring the Action Step for Inventory Update

Now that your trigger is set, you need to configure the action step to update the inventory record. Select Google Sheets again as your action application, and choose the action event as ‘Lookup Spreadsheet Row’. This allows you to fetch details from your inventory record spreadsheet based on the product sold. using Pabbly Connect

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and allowing permissions. After connecting, select your inventory record spreadsheet and specify the lookup column, which is the product column in this case. Map the product name from the previous response to make it dynamic.

• Select the action application as Google Sheets.
• Choose ‘Lookup Spreadsheet Row’ as the action event.
• Map the product name to fetch the corresponding inventory details.

After configuring the action step, click on ‘Save and Send Test Request’ to check if the details are correctly fetched from the inventory sheet. If successful, you will receive the product details, including the stock units left.

5. Finalizing the Workflow in Pabbly Connect

With the trigger and action steps configured, you now need to perform a math operation to update the stock units left in your inventory record. Add a new action step using the Number Formatter application to subtract the quantity sold from the stock units left.

Map the stock units left and the quantity sold, and select the operation as ‘subtract’. After performing the operation, you will get the updated stock value. Next, add another action step to update the cell value in your inventory record spreadsheet using the ‘Update Cell Value’ event.

Map the row index dynamically to ensure that the correct product’s stock is updated every time a sale is made. Finally, click on ‘Save and Send Test Request’ to confirm that the inventory sheet reflects the updated stock units accurately. Your workflow is now successfully set up to sync Google Sheets automatically using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to sync Google Sheets automatically using Pabbly Connect. By following the steps outlined, you can easily integrate your sales and inventory records without any coding skills. This automation streamlines your workflow and ensures accurate inventory management.