Integrate Google Sheets and Slack with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Google Sheets and Slack using Pabbly Connect for automated notifications. Follow our detailed tutorial for seamless setup. 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 Integration

To start using Pabbly Connect, sign in to your Pabbly account. Once logged in, you will be directed to the dashboard where you can manage your integrations.

Click on the big blue button labeled ‘Create Workflow’. Here, you will name your workflow; for this tutorial, we will use ‘Send Slack Notifications When New Row is Added in a Shared Sheet.’ After naming the workflow, click on ‘Create’ to proceed.

2. Setting Up Trigger in Pabbly Connect

In the workflow you just created, you will see two main modules: Trigger and Action. The trigger for this automation will be a new or updated row in Google Sheets, which will initiate the workflow.

To set this up, open your Google Sheet and go to the ‘Trigger Event’ dropdown in Pabbly Connect. Choose the option for ‘New or Updated Spreadsheet Row’. This selection ensures that every time a row is added or updated, it triggers the workflow.

• Open your Google Sheet and ensure it is ready for updates.
• Select the appropriate trigger event in Pabbly Connect.
• Confirm that the correct sheet is selected for the trigger.

Once this is configured, you will receive a webhook URL from Pabbly Connect. This URL will connect your Google Sheet to the automation process. Copy this URL and proceed to the next step.

3. Configuring Google Sheets with Webhook URL

To connect your Google Sheet to Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’. Install the add-on if you haven’t done so already.

After installation, return to your sheet, and navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL you copied earlier. Specify the trigger column as the last updated column (for example, column D) and click on ‘Submit’. This will save the configuration.

• Ensure the correct column is set as the trigger column.
• Click on ‘Send Test’ to verify the connection.
• Enable the ‘Send on Event’ option in the add-on.

Once the test is successful, you will see a confirmation message in Pabbly Connect indicating that the data is being fetched correctly.

4. Setting Up Action to Send Notifications to Slack

With the trigger set, it’s time to configure the action in Pabbly Connect. Select the action event as ‘Send Channel Message’ in Slack. This will send a notification to your selected Slack channel whenever a new row is added.

To connect Slack with Pabbly Connect, click on ‘Connect’ and add a new connection. You will need to provide a token type. For sending channel messages, select the Bot token type. Follow the prompts to authorize the connection.

Select the correct Slack channel where notifications will be sent. Draft a message that includes details from the Google Sheet. Test the action to ensure messages are sent successfully.

Once configured, save the settings and send a test request to confirm that the message is sent to Slack. You should see the message appear in your Slack channel, confirming that the integration works perfectly.

5. Verifying the Integration Workflow

Now that you have set up both the trigger and action in Pabbly Connect, it’s time to test the entire workflow. Add a new row in your Google Sheet from any team member’s account. Ensure that the editor name is filled in the designated column.

After adding the new entry, check your Slack channel to see if the notification has been received. The message should include the title of the task, the due date, and the editor’s name, indicating that the workflow is functioning as intended.

Confirm that the message format in Slack matches your expectations. Check the details in the message to ensure accuracy. Repeat the process to verify consistency in notifications.

By following these steps, you have successfully integrated Google Sheets and Slack through Pabbly Connect. This automation will notify your team whenever there’s an update in the shared Google Sheet, enhancing communication and efficiency.

Conclusion

Integrating Google Sheets and Slack using Pabbly Connect allows for seamless communication and updates within your team. This tutorial detailed the exact steps needed for setting up the integration, ensuring that notifications are sent promptly whenever changes occur in the Google Sheet.