Learn how to update Google Sheets automatically when a contact is updated in ClickFunnels using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect to Set Up Integration
To begin updating Google Sheets when a contact is updated in ClickFunnels, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks to get started.
Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow ‘Update Google Sheets Row and Contact Updated in ClickFunnels’ and select the appropriate folder for organization.
2. Setting Up Trigger in Pabbly Connect
The next step is to set up the trigger for your workflow in Pabbly Connect. In the trigger window, search for ClickFunnels and select it as your trigger application. Choose the event ‘New Contact Updated’ to initiate the workflow whenever a contact is updated.
- Select ClickFunnels as the trigger application.
- Choose ‘New Contact Updated’ as the trigger event.
- Copy the provided webhook URL to connect ClickFunnels with Pabbly Connect.
After copying the webhook URL, go to your ClickFunnels account, navigate to User Settings, and select Webhooks. Create a new endpoint by pasting the copied URL and setting the event type as ‘Contact Updated’. Click ‘Create Endpoint’ to finalize the setup.
3. Capturing Response from ClickFunnels
Once the endpoint is created, return to Pabbly Connect. The platform will wait for a response from ClickFunnels when a contact is updated. To test this, go back to ClickFunnels and update a contact’s details, such as their phone number.
After updating the contact, go back to Pabbly Connect to capture the response. You will see details such as the subject type, event ID, and the updated phone number. This confirms that the trigger is functioning correctly and that the response has been successfully captured.
4. Setting Up Action in Google Sheets
Now that you have captured the response, the next step in Pabbly Connect is to set up the action to update Google Sheets. Search for Google Sheets in the action window and select it. Choose the action event ‘Lookup Spreadsheet Row’ to find the correct row based on the updated contact details.
- Select Google Sheets as the action application.
- Choose ‘Lookup Spreadsheet Row’ as the action event.
- Connect your Google Sheets account to Pabbly Connect.
After connecting, select the spreadsheet you want to update and specify the lookup column (usually the column containing email addresses). Map the lookup value to the email address received from ClickFunnels to find the correct row.
5. Updating Row in Google Sheets
Next, you will add another action step in Pabbly Connect to update the row in Google Sheets. Again, select Google Sheets and choose the action event ‘Update Row’. Connect to your Google Sheets account if not already connected.
Now, specify the row index to be updated, which can be mapped from the previous lookup action. Map the necessary fields such as name, email, and the updated phone number. This ensures that the correct details are updated in Google Sheets.
Finally, click on ‘Save and Send Test Request’ to confirm the update. If successful, you will see a positive response, and the updated details will reflect in your Google Sheets. This completes the integration process between ClickFunnels and Google Sheets using Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to update Google Sheets automatically when a contact is updated in ClickFunnels using Pabbly Connect. This integration simplifies data management and ensures your records are always up to date. By following these steps, you can easily set up similar automations for your business needs.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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