Integrate Close CRM Leads into Google Sheets in Real-Time Using Pabbly Connect

Learn how to seamlessly integrate Close CRM leads into Google Sheets in real-time using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Close CRM leads into Google Sheets, you need to access Pabbly Connect. First, open your web browser and navigate to the Pabbly website. Once there, click on ‘Sign Up for Free’ to create your account. If you already have an account, simply log in to access the dashboard.

After logging in, you will be directed to the app section of Pabbly Connect. Here, locate and click on ‘Connect’ to begin creating your workflow. This platform allows users without technical backgrounds to set up integrations easily.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Close CRM to Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will prompt you to name your workflow; you can name it ‘Close CRM to Google Sheets’. After naming it, click on ‘Create’.

• Select ‘Close CRM’ as the trigger app.
• Choose ‘New Lead’ as the trigger event.
• Click ‘Connect’ to establish the connection.

Once you have selected the trigger event, you will need to connect your Close CRM account by entering the API key. This key can be found in your Close CRM settings under the API section. Copy the API key and paste it into the corresponding field in Pabbly Connect. Click ‘Save’ to finalize this step.

3. Testing the Integration with Close CRM

Now that you have set up the trigger for new leads, it’s time to test the integration. In Close CRM, create a new lead with relevant details. For example, you can enter the company name as ‘Microsoft’ and the lead name as ‘Thomas Row’. After creating the lead, go back to Pabbly Connect to check if the data has been captured.

Pabbly Connect will show that it is waiting for data. Once the lead is created, you should see the lead information appear. If the data is captured successfully, you will see the details of the lead, confirming that the integration is functioning correctly. If the lead name is missing, ensure that you have mapped the correct fields in the next steps.

4. Sending Lead Data to Google Sheets

After successfully capturing the lead data from Close CRM, the next step is to send this information to Google Sheets. In your Pabbly Connect workflow, add a new action step and select ‘Google Sheets’ as the action app. Choose ‘Add New Row’ as the action event.

• Connect your Google account to Pabbly Connect.
• Select the appropriate Google Sheet where you want to store the lead data.
• Map the fields from Close CRM to the corresponding columns in Google Sheets.

Once you have completed the mapping of fields, click on ‘Save and Send Test Request’. You should see the lead data, including the organization and lead name, appear in your Google Sheet. This confirms that the integration is complete and functioning in real-time.

5. Conclusion

In this tutorial, we demonstrated how to integrate Close CRM leads into Google Sheets using Pabbly Connect. By following these steps, you can automate the process of saving leads in real-time, allowing for efficient data management. This integration not only saves time but also ensures that you never miss a lead.

Utilizing Pabbly Connect simplifies the connection between different applications, making it a powerful tool for automating your workflows. Start using Pabbly Connect today to streamline your business processes and enhance productivity.