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

Learn how to automate data entry between Google Sheets and Zoho Sheet using Pabbly Connect in this detailed tutorial. Streamline your workflow today! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To integrate Google Sheets with Zoho Sheet, we will utilize Pabbly Connect. First, access the Pabbly Connect website at Pabbly.com/connect. If you’re new, you can sign up for a free account that provides 100 tasks each month. Existing users can simply log in.

Upon logging in, you will see various Pabbly applications. Click on the Pabbly Connect option to enter the dashboard where all your automation processes can be managed. This platform is essential for setting up the workflow between Google Sheets and Zoho Sheet.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder.

For this integration, name your workflow something like ‘Connect Google Sheets with Zoho Sheet’. Select a relevant folder, such as ‘Google Sheets Automations’, to keep your workflows organized. Once you have entered the name and selected the folder, click on the ‘Create’ button to proceed.

• Click on the ‘Create Workflow’ button.
• Enter a name for your workflow.
• Select a folder for organization.

Now you have successfully created a workflow that will facilitate the integration between Google Sheets and Zoho Sheet using Pabbly Connect.

Setting Up Trigger for Google Sheets

The next step involves setting up the trigger in Pabbly Connect. For the trigger application, select Google Sheets, as this is where you will be entering your lead data. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will activate whenever new data is entered into your Google Sheet.

After selecting the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as you will need it to connect Google Sheets to Pabbly Connect. Open your Google Sheet and navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL.

After setting up the trigger, you will be ready to test the integration and ensure that Pabbly Connect captures the data from Google Sheets accurately.

Connecting Google Sheets to Pabbly Connect

To connect Google Sheets to Pabbly Connect, go back to your Google Sheet, click on Extensions, then on Pabbly Connect Webhooks, and select ‘Initial Setup’. Paste the webhook URL you copied earlier into the designated field. Specify the trigger column, which is the final data column where new entries will be added. In this case, it is column D.

After pasting the URL and selecting the trigger column, click on the ‘Submit’ button. You will receive a confirmation that the setup was successful. Next, make sure to enable the ‘Send on Event’ option in the Pabbly Connect Webhooks menu. This step is crucial, as it allows Google Sheets to automatically send data to Pabbly Connect whenever new data is entered.

Paste the webhook URL in the Initial Setup. Select column D as the trigger column. Enable ‘Send on Event’ option.

Once this is completed, Pabbly Connect will be ready to capture any new lead details entered in your Google Sheet.

Setting Up Action to Create Rows in Zoho Sheet

The final step involves setting up the action in Pabbly Connect. For the action application, select Zoho Sheet and the action event as ‘Create Row’. This action will create a new record in your Zoho Sheet whenever a new lead is added to Google Sheets.

Click on the ‘Connect’ button to establish a connection between Zoho Sheet and Pabbly Connect. You will need to provide the domain from your Zoho Sheet URL, which typically appears as ‘zoho.com’. After entering the domain, click on the ‘Save’ button to authorize the connection.

Select Zoho Sheet as the action application. Choose ‘Create Row’ as the action event. Enter the domain from your Zoho Sheet URL.

After the connection is authorized, select the workbook and worksheet where you want to create the new lead records. Map the fields from Google Sheets to the corresponding columns in Zoho Sheet. Finally, click on the ‘Save and Send Test Request’ button to test the integration.

Conclusion

In this tutorial, we successfully integrated Google Sheets with Zoho Sheet using Pabbly Connect. This automation allows for seamless data transfer whenever new leads are added, enhancing efficiency and accuracy in tracking sales data. By leveraging Pabbly Connect, your sales team can make timely decisions based on up-to-date information.