Learn how to integrate Crisp Call SMS with Google Sheets using Pabbly Connect for seamless automation. Follow our step-by-step guide to set it up easily!
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To integrate Crisp Call SMS with Google Sheets, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect. This platform allows you to automate tasks between different applications seamlessly.
Once on the Pabbly Connect page, you have two options: sign in if you are an existing user or click on ‘Sign up for free’ if you are new. New users get 100 tasks free every month, making it easy to start automating processes.
2. Creating a New Workflow in Pabbly Connect
After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, for example, ‘ADD received Crisp Call SMS in Google Sheets.’ This helps you identify the automation easily later. using Pabbly Connect
- Choose a descriptive name for your workflow.
- Select a folder to save your workflow.
- Click on ‘Create’ to proceed.
Once created, you will see the trigger and action setup window. The trigger application will be Crisp Call, and the action application will be Google Sheets. This configuration is essential for the automation to work properly.
3. Setting Up Trigger and Action in Pabbly Connect
In Pabbly Connect, the trigger will be Crisp Call, specifically the event for receiving a new SMS or MMS. This means that every time a new SMS is received, the automation will trigger the next action. using Pabbly Connect
For the action, select Google Sheets and choose the event to ‘Add a New Row.’ This setup ensures that the details from the SMS are captured and added to your Google Sheets automatically. You can now connect Crisp Call to Pabbly Connect by entering the API key and secret key from your Crisp Call account.
- Access your Crisp Call account and go to settings.
- Copy the API key and secret key.
- Paste these keys into Pabbly Connect to establish the connection.
Once connected, click on ‘Save and Send Test Request’ to ensure that the setup is working correctly. You will need to send a test SMS to your Crisp Call number to see if the integration captures the details successfully.
4. Mapping SMS Details to Google Sheets
After successfully receiving the test SMS in Crisp Call, go back to Pabbly Connect. You will see the response that includes the SMS details. This is crucial for mapping the data into Google Sheets.
Now, you will need to connect Google Sheets to Pabbly Connect. Sign in with your Google account and select the spreadsheet where you want to add the SMS details. Make sure your Google Sheet has the necessary columns to hold the data, such as ‘From Number,’ ‘Query,’ and ‘ID.’
Select the appropriate spreadsheet from your Google Drive. Map the fields from the Crisp Call response to the corresponding columns in your Google Sheet. Click on ‘Save and Send Test Request’ to finalize the mapping.
After completing the mapping, you should receive a positive response indicating that the SMS details have been successfully added to your Google Sheets in a new row. This confirms that your automation is now fully functional.
5. Conclusion
In this tutorial, we successfully integrated Crisp Call SMS with Google Sheets using Pabbly Connect. This powerful tool automates the process of adding SMS details to your Google Sheets, enhancing your workflow efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By following the steps outlined, you can easily set up similar automations for various applications, making your tasks easier and more manageable. Start utilizing Pabbly Connect today to streamline your processes!