Integrating Central Station CRM with Google Sheets Using Pabbly Connect

Learn how to automate the creation of Central Station CRM persons from Google Sheets rows using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Central Station CRM with Google Sheets, start by accessing Pabbly Connect. Visit the Pabbly website and log in to your account. If you are new, sign up for free to get started with your integration tasks.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow for your integration. Click on the ‘Create Workflow’ button, name your workflow, and select a folder for organization.

2. Setting Up Google Sheets as the Trigger

For this automation, we will use Google Sheets as the trigger application in Pabbly Connect. The trigger event will be a new or updated spreadsheet row. This means every time you add a new row in Google Sheets, it will initiate the workflow.

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

Next, go to your Google Sheets document where you have your customer details. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for Pabbly Webhooks and install it. After installation, refresh your Google Sheets.

3. Configuring the Webhook URL in Google Sheets

Now, you need to configure the webhook URL in your Google Sheets using Pabbly Connect. Click on ‘Extensions’, then ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Paste the webhook URL you copied earlier into the setup box.

Specify the trigger column, which is the last data column where new entries will be added. For example, if your data ends in column D, enter ‘D’ as the trigger column. Click on ‘Submit’ to save the setup.

• Ensure the trigger column is correctly set to capture new data.
• Activate the webhook by clicking on ‘Send on Event’ in the same menu.

Return to Pabbly Connect to check if it is waiting for the webhook response. Now, add some test data in your Google Sheets to trigger the webhook.

4. Setting Up Central Station CRM as the Action

With the webhook configured, the next step is to set Central Station CRM as the action application in Pabbly Connect. Choose Central Station CRM and select the action event ‘Create Person’. This will allow you to create a new person in CRM every time a new row is added to Google Sheets.

You will need to connect your Central Station CRM account by entering the API key. To do this, log in to your Central Station CRM account, navigate to settings, and generate a new API key. Copy this key and paste it into Pabbly Connect.

Map the fields from Google Sheets to Central Station CRM, such as first name, last name, phone number, and email. Leave optional fields empty if not needed.

Finally, click on ‘Save and Send Test Request’ to check if the integration works. If successful, you should see a confirmation response indicating that the person has been created in Central Station CRM.

5. Testing and Verifying the Integration

To ensure the integration between Google Sheets and Central Station CRM via Pabbly Connect is working correctly, add another test entry in your Google Sheets. Enter a new first name, last name, phone number, and email address in the next row.

Once you’ve added the new row, refresh your Central Station CRM account to see if the new person has been created. You should see the new entry reflecting in your CRM, confirming that the automation is functioning as expected.

Check for any errors in Pabbly Connect if the person does not appear. Make sure all fields are properly mapped and filled out.

This final test will ensure your automated workflow is reliable and efficient, saving you time and effort in managing customer data.

Conclusion

In this tutorial, we successfully integrated Central Station CRM with Google Sheets using Pabbly Connect. This automation allows for seamless data entry and management, improving efficiency in handling customer information.