Integrate Google Sheets with Holded Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate contact creation in Holded from Google Sheets using Pabbly Connect. Follow this detailed tutorial to streamline your workflow! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Holded, first access Pabbly Connect. This platform streamlines workflows by connecting various applications seamlessly. You can visit the Pabbly Connect homepage by typing the URL in your browser.

Once on the homepage, you have two options: sign in if you already have an account or sign up for free to explore the features. Signing up gives you access to 300 tasks every month, perfect for testing the integration capabilities.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. This action will open a dialog box where you can name your workflow.

• Name your workflow, for example, ‘Create Holded Contact from New Google Sheets Row’.
• Select a folder for your workflow, such as ‘Automations’.

After naming and selecting the folder, click on the ‘Create’ button. This will allow you to set up the trigger and action for your integration.

3. Setting Up Google Sheets as the Trigger Application

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Choose Google Sheets from the list of applications. The trigger event you need is ‘New or Updated Spreadsheet Row’. This ensures that every time a new row is added, it will trigger the integration.

After selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect. Next, open your Google Sheets, click on the ‘Extensions’ menu, and navigate to ‘Add-ons’ to install the Pabbly Connect Webhooks add-on if you haven’t already.

• Search for the Pabbly Connect Webhooks add-on in the Google Workspace Marketplace.
• Install the add-on and then go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’.

Paste the webhook URL into the provided field and set the trigger column to your final data column, typically the last column with data. After submitting, you will see a confirmation that the setup was successful.

4. Connecting Holded as the Action Application

Now, it’s time to set Holded as the action application in Pabbly Connect. Choose Holded from the list and select the action event as ‘Create Contact’. This action will create a new contact in Holded whenever a new row is added to Google Sheets.

To connect Holded, click on ‘Connect’ and add a new connection. You will need to enter your API key from your Holded account. Log into Holded, generate a new API key, and copy it back to Pabbly Connect to establish the connection.

Map the contact fields from the Google Sheets data to the corresponding fields in Holded. For example, map the first name, last name, email, and phone number.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to test the integration. If successful, you will see a confirmation, and a new contact will be created in Holded.

5. Testing Your Integration with Real Data

To ensure that your integration between Google Sheets and Holded via Pabbly Connect works flawlessly, you need to perform a test. Add a new row in your Google Sheets with dummy data, such as a new student’s name, email, and other relevant details.

Once you have entered the new data, check your Holded account to confirm that the contact has been created successfully. Refresh the contacts page in Holded, and you should see the new entry reflecting the data you added in Google Sheets.

This testing phase is crucial to verify that every new entry in your Google Sheets is automatically creating a contact in Holded, thus streamlining your workflow.

Conclusion

In this tutorial, we demonstrated how to integrate Google Sheets with Holded using Pabbly Connect. This integration automates the contact creation process, saving you time and ensuring accurate record-keeping.