Integrate Google Sheets with V Tiger CRM Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate the creation of V Tiger CRM contacts from new Google Sheets rows using Pabbly Connect. Follow our detailed guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. Click on the ‘Sign In’ button if you are an existing user, or click ‘Sign Up for Free’ to create a new account. Once logged in, you will land on the Pabbly Connect dashboard.

From here, you can manage all your workflows. To create a new workflow, click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Create V Tiger CRM Contact from Google Sheets’. Select the appropriate folder for your workflow and click on ‘Create’ to proceed.

2. Setting Up Google Sheets as the Trigger

In this step, you will set up Google Sheets as the trigger application in your Pabbly Connect workflow. The trigger event will be when a new row is added or updated in your Google Sheets table. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Connect your Google Sheets account to Pabbly Connect.

After establishing the connection, you will receive a webhook URL. This URL is crucial for linking Google Sheets with Pabbly Connect. Copy the webhook URL and proceed to your Google Sheets to set it up.

3. Configuring Google Sheets for Automation

Open your Google Sheets document where you have customer details stored. Click on ‘Extensions’, then ‘Add-ons’, followed by ‘Get Add-ons’ to install the Pabbly Webhooks add-on if you haven’t already. Once installed, refresh your Google Sheets. using Pabbly Connect

Next, navigate to ‘Extensions’ and select ‘Pabbly Webhooks’ followed by ‘Initial Setup’. Here, paste the copied webhook URL and specify the trigger column, which is typically the last column where data is entered. For example, if your final data entry column is D, enter ‘D’ in the trigger column field and click ‘Submit’.

4. Creating a Contact in V Tiger CRM

Now that Google Sheets is set up as the trigger, it’s time to configure the action in V Tiger CRM through Pabbly Connect. Select V Tiger CRM as your action application and choose the action event ‘Create Contact’. If you don’t have an existing connection, select ‘Add New Connection’ and enter your V Tiger CRM username, access key, and domain.

To gather your username and access key, navigate to your V Tiger CRM account, click on ‘My Preferences’ in the top right corner, and copy the required details. Paste these into the respective fields in Pabbly Connect. Next, map the fields from Google Sheets to the V Tiger CRM contact form. This includes mapping the first name, last name, email address, and phone number.

5. Testing the Integration

Once you have mapped the fields correctly, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the data from Google Sheets to V Tiger CRM. If successful, you should see a confirmation message indicating that the contact was created.

To verify, log in to your V Tiger CRM account and check the contacts list. You should see the newly created contact with the details you entered in Google Sheets. Repeat this process by adding new rows to your Google Sheets to ensure the automation works seamlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of contacts in V Tiger CRM from new rows in Google Sheets. This integration allows for efficient data management and eliminates manual entry, thus saving time and reducing errors.