Integrate Google Contacts with Freshsales Using Pabbly Connect

Learn how to instantly create Google Contacts from Freshsales using Pabbly Connect. Follow the step-by-step guide for seamless integration. 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 for Google Contacts Integration

To start integrating Google Contacts with Freshsales, first access Pabbly Connect. This platform enables seamless automation between these applications. Signing in to your Pabbly Connect account is straightforward and can be done in just a few minutes.

Once logged in, you can create a new workflow. This workflow will connect Freshsales and Google Contacts, allowing you to automatically create a Google contact whenever a new Freshsales contact is added. This integration streamlines your processes and enhances your productivity.

2. Setting Up the Freshsales Trigger in Pabbly Connect

In this step, you will set up Freshsales as the trigger application in Pabbly Connect. First, select Freshsales from the list of applications. You will be prompted to choose a trigger event, which is ‘New Contact’. This event will initiate the integration whenever a new contact is created in Freshsales.

• Select ‘New Contact’ as the trigger event.
• Connect your Freshsales account by providing the necessary API key.
• Test the trigger to ensure it captures new contacts correctly.

After setting up the trigger, Pabbly Connect will listen for any new contacts created in Freshsales. This step is crucial as it establishes the connection point between the two applications, enabling data transfer.

3. Configuring Google Contacts as the Action in Pabbly Connect

Next, you will configure Google Contacts as the action application in Pabbly Connect. Select Google Contacts from the application list and choose the action event, which is ‘Create Contact’. This action will create a new contact in Google whenever a new Freshsales contact is added.

To set this up, you need to connect your Google account. Authorize Pabbly Connect to access your Google Contacts. This authorization is essential for the integration to function properly. Once connected, map the fields from Freshsales to Google Contacts. For example, you will map the Freshsales first name to the Google Contacts first name field.

• Map the first name and last name fields from Freshsales to Google Contacts.
• Include additional details like email and phone number.
• Ensure all required fields in Google Contacts are filled.

After mapping, test the action to confirm that a new Google contact is created from Freshsales. This verifies that your setup is working correctly, and you can now automate your contact management.

4. Finalizing the Integration with Pabbly Connect

Once you have configured both the trigger and action, it’s time to finalize the integration in Pabbly Connect. Ensure that you save your workflow. This step is crucial as it activates the integration, allowing it to run in the background.

You can also enable the workflow to run automatically. This means every time a new contact is added in Freshsales, Pabbly Connect will automatically create a corresponding Google contact. This automation saves time and reduces manual entry errors.

Additionally, you can monitor the integration through the Pabbly Connect dashboard. Here, you can view logs and check for any errors in the workflow. This feature ensures that your integration runs smoothly and efficiently.

5. Benefits of Using Pabbly Connect for Integrating Google Contacts and Freshsales

Using Pabbly Connect to integrate Google Contacts and Freshsales offers numerous benefits. First, it automates the process of contact creation, saving time and effort. You no longer need to manually enter contacts into Google every time you add them in Freshsales.

Moreover, this integration enhances data accuracy by eliminating human errors during manual entry. With automatic updates, your Google Contacts will always reflect the latest information from Freshsales. This leads to better organization and management of your contacts.

In summary, Pabbly Connect provides a powerful solution for integrating Google Contacts with Freshsales, streamlining your workflow and improving your productivity.

Conclusion

Integrating Google Contacts with Freshsales using Pabbly Connect allows for seamless contact management. By automating the creation of contacts, you enhance productivity and accuracy in your workflow.