Integrating Central Station CRM with Google Sheets Using Pabbly Connect

Learn how to automate creating contacts in Central Station CRM from Google Sheets using Pabbly Connect. Step-by-step guide with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Central Station CRM with Google Sheets, access Pabbly Connect by visiting the official website. Here, you can either sign in if you are an existing user or sign up for free to get started.

After signing in, you will see a dashboard displaying all your workflows. This is where you can create new workflows to connect Google Sheets and Central Station CRM efficiently.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is straightforward. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create Central Station CRM Person from Google Sheets Row.’ Choose a folder to save your workflow.

• Click on ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.
• Select Google Sheets as your Trigger application.

This setup allows you to trigger an event in Pabbly Connect whenever a new row is added to your Google Sheets, which will then create a person in Central Station CRM.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to set up a webhook URL. This URL acts as a bridge between the two applications. In your Google Sheets, navigate to the ‘Extensions’ menu, then ‘Add-ons’, and select ‘Get Add-ons’.

Search for the Pabbly Webhooks add-on and install it. Once installed, go to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and choose ‘Initial Setup’. Here, paste the webhook URL provided by Pabbly Connect and specify the trigger column, which is typically the last data column.

4. Testing the Integration with Dummy Data

After configuring the webhook in Google Sheets, it’s essential to test the integration. Go back to Pabbly Connect, where you will see that it is waiting for a webhook response. To test, add some dummy data in your Google Sheets.

• Enter a first name, last name, phone number, and email address.
• Once you input this data, it will be sent to Pabbly Connect.

Check back in Pabbly Connect to see if the data has been captured correctly. This indicates that the connection between Google Sheets and Pabbly Connect is successful.

5. Creating a Person in Central Station CRM

Now that the data is successfully captured, it’s time to create a person in Central Station CRM using Pabbly Connect. Set the action application to Central Station CRM and select the action event to create a person.

Connect your Central Station CRM account by entering the API key. This key can be generated from the settings of your Central Station CRM account. Once connected, map the fields from Google Sheets to the corresponding fields in Central Station CRM.

Finally, click ‘Save and Send Test Request’. If successful, you will receive confirmation that a new person has been created in Central Station CRM based on the data from Google Sheets. You can verify this by checking your Central Station CRM account.

Conclusion

By following these steps, you can easily automate the process of creating contacts in Central Station CRM from Google Sheets using Pabbly Connect. This integration saves time and ensures that your CRM is always updated with the latest customer details.