Integrating APO CRM with Google Sheets Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate APO CRM with Google Sheets using Pabbly Connect. This tutorial covers all steps to automate your workflow efficiently. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for APO CRM Integration

To start integrating APO CRM with Google Sheets, you first need to access Pabbly Connect. This platform is essential for creating automated workflows between different applications. Begin by logging into your Pabbly Connect account.

Once logged in, navigate to the dashboard and select ‘Create Workflow’. This is where you will set up the connection between APO CRM and Google Sheets using Pabbly Connect. The first step is to choose APO CRM as your trigger application.

2. Configuring the Trigger Event in Pabbly Connect

In this section, you will configure the trigger event that initiates the workflow. Select APO CRM as the trigger app and choose the event type as ‘Project Created’. This event signifies that whenever a new project is created in your APO CRM account, it will trigger the workflow in Pabbly Connect.

• Select ‘Create Project’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• This URL will be used in your APO CRM settings to connect the two applications.

After copying the webhook URL, proceed to your APO CRM account to set up the webhook, which will send data to Pabbly Connect whenever a new project is created.

3. Setting Up the Webhook in APO CRM

To insert the webhook URL into APO CRM, log into your APO CRM account and navigate to the settings. Under the ‘More’ section, select ‘Settings’, then go to ‘Projects’. Here, you will find the option to create a new webhook.

Click on ‘Create’, provide a name for your webhook (e.g., ‘New Projects’), and select the event type as ‘Project Created’. This ensures that the webhook will trigger on the creation of new projects. Now, paste the webhook URL you copied from Pabbly Connect into the designated field.

4. Testing the Integration Between APO CRM and Google Sheets

With the webhook set up, it is time to test the integration. Go back to your APO CRM account and create a new project. Fill in the necessary details such as project name, description, start date, and end date.

After creating the project, return to Pabbly Connect. You should see a response indicating that the webhook has received the data from APO CRM. This response confirms that the integration is successful and that data is being transferred correctly.

5. Adding Google Sheets as an Action in Pabbly Connect

Once the integration is confirmed, you can add Google Sheets as an action step in your Pabbly Connect workflow. Choose Google Sheets as the action application and select ‘Create Spreadsheet Row’ as the action event. This action will automatically add a new row in your Google Sheets whenever a new project is created in APO CRM. using Pabbly Connect

Map the fields from the webhook response to the corresponding columns in Google Sheets. For example, map the project name to the name column, description to the description column, and so on. This mapping ensures that all relevant information is captured in your Google Sheets.

Conclusion

In this tutorial, we demonstrated how to integrate APO CRM with Google Sheets using Pabbly Connect. By following the steps outlined, you can automate your workflow effectively, ensuring that every new project created in APO CRM is recorded in Google Sheets seamlessly. This integration not only saves time but also enhances data accuracy across platforms.