Integrate Google Sheets with Deskera Using Pabbly Connect

Learn how to automate adding contacts to Deskera from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To start using Pabbly Connect, first, access the platform by signing up for a free account. Once you are logged in, navigate to the dashboard where you can create your workflow. This workflow will facilitate the integration between Google Sheets and Deskera.

Begin by clicking on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Sheets to Deskera.’ This name will help you identify the automation later. After clicking ‘Create,’ you will see two windows: the trigger window and the action window.

2. Triggering the Workflow with Google Sheets

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for ‘Google Sheets’ and select it. For the trigger event, choose ‘New or Updated Spreadsheet Row.’ This setup ensures that every time a new row is added or updated in your Google Sheet, the workflow will be triggered.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it in your Google Sheets. Now, go to your Google Sheets, navigate to Extensions, and click on ‘Add-ons’ to search for the Pabbly Connect Webhooks add-on. Install it if you haven’t done so already.

• Install the Pabbly Connect Webhooks add-on.
• Refresh your Google Sheets after installation.
• Set up the webhook by providing the necessary details, including the selected sheet and trigger column.

Once you have completed these steps, click on the ‘Send Test’ button to verify that the connection is working. If successful, you’ll see a confirmation message in Pabbly Connect, indicating that the data from your Google Sheets has been captured correctly.

3. Configuring the Action to Create Contacts in Deskera

Now that the trigger is set up, the next step is to configure the action in Pabbly Connect. In the action window, search for ‘Deskera’ and select it. Choose the action event as ‘Create Contact.’ This action will allow you to add new contacts in Deskera based on the data received from Google Sheets.

After selecting the action event, connect your Deskera account by entering your login credentials. Once connected, map the fields from the Google Sheets data to the corresponding fields in Deskera. For example, map the first name and last name from the Google Sheets response to the contact name field in Deskera.

• Map the first name and last name from Google Sheets to Deskera.
• Add the email address and phone number to the respective fields.
• Select the status of the contact (active/inactive).

After mapping all the required fields, click on ‘Save and Send Test Request’ to confirm that the integration works as intended. If successful, you will receive a response indicating that the contact has been created in Deskera.

4. Testing the Integration Workflow

With the integration configured, it’s time to test the workflow. Go back to your Google Sheets and add a new row with the user details, such as the name, email address, and phone number. Once you’ve entered the details, Pabbly Connect will automatically capture this new entry.

After adding the new row, check your Deskera account to see if the contact has been created. Refresh the contacts page in Deskera, and you should see the newly added contact with the details matching what you entered in Google Sheets.

This real-time testing confirms that the integration is working perfectly. Whenever a new user is added to Google Sheets, their details will automatically create a contact in Deskera, streamlining your workflow.

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Google Sheets with Deskera. By automating the process of adding contacts, you can save time and reduce manual errors. This integration allows seamless data transfer between applications, enhancing your productivity.

With Pabbly Connect, setting up such automations is straightforward and efficient, enabling you to focus on your core tasks while the integration handles the data flow. Try it out to experience the benefits firsthand!