How to Update Google Sheets Row for Tagged Keap Contact Using Pabbly Connect

Learn how to seamlessly update Google Sheets rows for tagged Keap contacts using Pabbly Connect. Step-by-step guide with specific actions and UI elements. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Google Sheets and Keap Integration

To start the process of updating a Google Sheets row for a tagged Keap contact, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications easily.

Begin by visiting the Pabbly Connect website. If you are a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can simply sign in. After signing in, you will be directed to the dashboard where you can create new workflows.

2. Create a Folder and Workflow in Pabbly Connect

Once logged into Pabbly Connect, you can create a dedicated folder for your workflow. Click on the folder icon and name it ‘Tag Keap Contact’. This helps in organizing your automation tasks efficiently.

Next, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter ‘Update Google Sheets Row for Tagged Keap Contact’ and select the folder you just created. Click on ‘Create’ to proceed.

3. Set Up Trigger Event for Keap in Pabbly Connect

The next step is to set up the trigger event in Pabbly Connect. Choose ‘Infusionsoft by Keap’ as your trigger application. The event that will initiate this workflow is ‘Add Tag to Contact’. This means that when a new tag is added to a contact in Keap, the workflow will start.

• Select the trigger event from the dropdown menu.
• Pabbly Connect will provide a webhook URL.
• Copy this URL for use in your Keap account.

After copying the webhook URL, log into your Keap account, navigate to the Automation section, and create a new automation. This will allow you to connect the trigger with the webhook URL provided by Pabbly Connect.

4. Configure Action Event for Google Sheets in Pabbly Connect

Now that the trigger is set, it’s time to configure the action event. In this case, you will select Google Sheets as your action application. The action event you need is ‘Lookup Spreadsheet Row V2’. This action will help retrieve the necessary information from your Google Sheets.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet and specify the lookup value, which is the contact ID.
• Map the relevant columns from your sheet to retrieve the data.

After setting this up, click on ‘Save and Send Test Request’ to ensure that the integration is working correctly. This step is crucial for confirming that Pabbly Connect can access the required data from Google Sheets.

5. Update Google Sheets Row with Tagged Contact Details

The final step is to update the Google Sheets row with the contact details from Keap. You will again select Google Sheets as your action application, but this time the action event will be ‘Update Row’. This allows you to modify existing data in your Google Sheets based on the tagged contact.

Map the fields from the previous steps, including first name, last name, mobile number, and email address. Ensure you enter the row index that corresponds to the row you want to update. After mapping all necessary fields, click on ‘Save and Send Test Request’ to complete the process.

Once you receive a successful response, check your Google Sheets to confirm that the row has been updated with the new information. This means Pabbly Connect has successfully facilitated the integration between Keap and Google Sheets, automating the data update process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically update Google Sheets rows for tagged Keap contacts. By following the specific steps outlined, you can streamline your workflows and enhance efficiency in managing your contact data.