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

Learn how to automate lead management by integrating Google Sheets with Pluto using Pabbly Connect. Follow this detailed tutorial for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Google Sheets with Pluto, first access Pabbly Connect. This platform is essential for creating automated workflows that streamline your processes.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and get 100 tasks every month. Existing users should log in to their accounts to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Create Pluto Person from New Google Sheets Row’.
• Select a folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize the workflow creation.

This sets up the base for your automation process, allowing you to define triggers and actions that will facilitate the integration between Google Sheets and Pluto.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow using Pabbly Connect. For this integration, select Google Sheets as your trigger application.

Choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that any new data entered into your Google Sheets will automatically be captured by Pabbly Connect. After selecting the trigger, you will be provided with a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for and install the Pabbly Connect Webhooks add-on.

After installing, go back to Extensions, select Pabbly Connect Webhooks, and choose ‘Initial Setup’. Paste the copied webhook URL and set the trigger column, which is the final data column in your Google Sheets.

4. Setting Up the Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action in Pabbly Connect. Select Pluto as your action application and choose the event ‘Create Person’.

You will need to connect your Pluto account to Pabbly Connect by entering your Client ID, Client Secret, and Business Identifier. This information can be found in your Pluto account settings under API Manager.

Copy the Business Identifier from the URL of your Pluto account. Retrieve the Client ID and Client Secret from the API Manager in Pluto. Paste this information into the respective fields in Pabbly Connect.

Once connected, map the data from your Google Sheets to the fields required by Pluto. This mapping allows Pabbly Connect to dynamically insert data into your Pluto account whenever a new lead is added.

5. Testing the Integration with Pabbly Connect

To ensure the integration works correctly, you need to test the setup in Pabbly Connect. Enter dummy lead details in your Google Sheets and check if the data is captured correctly.

After entering the lead’s first name, last name, email, and phone number, refresh your Pluto account to verify if a new person has been created successfully.

Enter sample data in the designated columns of your Google Sheets. Check Pabbly Connect for the captured response. Confirm the new person appears in your Pluto account.

If everything is set up correctly, you will see the new lead reflected in your Pluto account, confirming that the integration between Google Sheets and Pluto via Pabbly Connect is successful.

Conclusion

This tutorial demonstrates how to integrate Google Sheets with Pluto using Pabbly Connect. By following these steps, you can automate lead management and ensure your project data is always up to date.