Integrating Google Sheets and Lion Desk CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to automate adding contacts from Google Sheets to Lion Desk CRM using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 begin the automation process, access Pabbly Connect by logging into your account. If you are new, you can create a free account in just two minutes. Once logged in, you will be directed to the dashboard where you can create workflows.

Click on the blue button labeled ‘Create Workflow’ to start. You will be prompted to name your workflow; for instance, you can name it ‘Add Contact in Lion Desk CRM from Google Sheets.’ After naming, click on ‘Create’ to proceed with the integration setup.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up a trigger in Pabbly Connect. Select Google Sheets as your application and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This action will allow Pabbly Connect to monitor your Google Sheets for any new contact data.

• Select Google Sheets as the application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the generated Webhook URL for integration.

Next, you will paste this Webhook URL into your Google Sheets by using the Pabbly Connect WebEx add-on. This allows your spreadsheet to communicate with Pabbly Connect whenever new data is added.

3. Configuring Google Sheets with Pabbly Connect

Now that you have set up the trigger in Pabbly Connect, it’s time to configure Google Sheets. Click on the ‘Extensions’ menu, then select ‘Add-ons’ and search for the Pabbly Connect WebEx add-on. Once installed, click on ‘Initial Setup’ to paste the Webhook URL you copied earlier.

Specify the trigger column where your final data will be entered, such as column C. This means that whenever data is added to this column, it will trigger the automation in Pabbly Connect. Make sure to click on ‘Send Test’ to confirm that the connection is working.

After sending the test, you should see a response in Pabbly Connect indicating that the data has been successfully captured. This confirms that your Google Sheets and Pabbly Connect integration is set up correctly and ready to automate the contact addition process.

4. Setting Up the Action in Pabbly Connect

With the trigger successfully configured, the next step is to set up the action in Pabbly Connect. Select Lion Desk CRM as your application and choose ‘Create a Contact’ as the action event. This will allow you to automatically add contacts to your Lion Desk CRM whenever new data is detected in Google Sheets.

To connect Lion Desk CRM with Pabbly Connect, click on ‘Connect to Lion Desk CRM’ and authorize the connection. Once authorized, you will need to map the data from Google Sheets to the fields required by Lion Desk CRM, such as the first name, last name, email, and phone number.

• Map the first name and last name fields accordingly.
• Ensure the email and phone number fields are also mapped.
• Click on ‘Save and Send Test Request’ to create the contact.

After the test request, check your Lion Desk CRM dashboard to confirm that the new contact has been created successfully. This automation ensures that every time you add a contact in Google Sheets, it is automatically created in your CRM through Pabbly Connect.

5. Finalizing the Integration and Automating the Process

Now that both the trigger and action are set up in Pabbly Connect, you can finalize the integration. Make sure to enable the ‘Send on Event’ option in your Google Sheets add-on settings. This setting will ensure that every new entry triggers the automation.

If you want to send all existing data in bulk to Lion Desk CRM, you can opt for the ‘Send All Data’ option. This allows you to import all contacts at once instead of one by one. Once everything is configured, you can relax as Pabbly Connect will handle the automation seamlessly.

Remember to always work in an incognito window or ensure that multiple Gmail accounts are not logged in the same tab while using Google Sheets with Pabbly Connect for smooth operation. This will help prevent any connection issues during the automation process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding contacts from Google Sheets to Lion Desk CRM. By following these steps, you can streamline your data management and save time on manual entry.