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

Learn how to integrate Google Sheets with Lex Office using Pabbly Connect. This detailed tutorial provides step-by-step instructions for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official Pabbly website. If you are a new user, sign up for an account, which takes just a couple of minutes. Existing users can simply sign in to access the dashboard.

Once logged in, locate the ‘Create Workflow’ button on the right side of the dashboard. Clicking this button will prompt you to name your workflow, which will automate the process of adding new leads from Google Sheets to Lex Office.

2. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this section, we will set Google Sheets as the trigger application in Pabbly Connect. After naming your workflow, you will be directed to select your trigger application.

Choose Google Sheets from the list and select the event ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new row is added or an existing row is updated in your Google Sheet.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your Google Sheet. Navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to find the Pabbly Connect Webhooks add-on and install it. Once installed, refresh your Google Sheet to make the add-on available.

3. Configuring Google Sheets with Pabbly Connect Webhook

With the Pabbly Connect Webhooks add-on installed, go back to your Google Sheet. Click on ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’. Here, paste the copied webhook URL and set the trigger column, which is the last column where data is added.

For this example, the trigger column is set to column E, which contains the location data. After setting this up, click on ‘Submit’ and then ‘Send Test’ to ensure the configuration is successful. You should see a confirmation that the test data has been sent successfully to Pabbly Connect.

• Paste the webhook URL in the Initial Setup.
• Set the trigger column to E for location data.
• Send test data to verify the setup.

Once you receive a successful response, you can proceed to the next step of setting up Lex Office as the action application.

4. Connecting Lex Office as the Action Application in Pabbly Connect

Now that Google Sheets is configured, it’s time to set Lex Office as the action application in Pabbly Connect. Click on the action application dropdown and select Lex Office. The action event you want to choose is ‘Create Contacts’.

Click on ‘Connect’ to establish a connection between Pabbly Connect and your Lex Office account. You will need an API token from Lex Office to complete this connection. Log into your Lex Office account and retrieve the API key, which may require using Google Translate if the instructions are in another language.

Select Lex Office as the action application. Choose the action event: Create Contacts. Paste the API token to connect.

After pasting the API token, click on ‘Save’ to finalize the connection. You will then map the fields from Google Sheets to Lex Office, ensuring that the first name, last name, email, and other relevant details are correctly transferred.

5. Testing the Integration Between Google Sheets and Lex Office

With everything set up, it’s time to test the integration. In your Google Sheet, add a new row with the details of a new lead, including first name, last name, email, and location. After saving the new row, go back to Pabbly Connect and check if the contact has been created in Lex Office.

If the integration is successful, you will see the new contact listed in Lex Office. You can verify all the details to ensure they match what was entered in Google Sheets. This confirms that the automation is working correctly, allowing new leads to be added seamlessly.

Add a new lead in Google Sheets. Check Lex Office for the new contact entry. Verify that all details are accurate.

By following these steps, you have successfully integrated Google Sheets with Lex Office using Pabbly Connect, automating the process of adding new leads to your bookkeeping software.

Conclusion

This tutorial demonstrated how to integrate Google Sheets with Lex Office using Pabbly Connect. By automating this process, you can efficiently manage new leads and streamline your bookkeeping tasks. Embrace automation to enhance your workflow and productivity.