Integrating Google Sheets and Runo Using Pabbly Connect

Learn how to automate lead allocation from Google Sheets to Runo using Pabbly Connect in this step-by-step guide. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first open your web browser and search for Pabbly Connect. This platform is essential for integrating Google Sheets with Runo, enabling seamless automation of lead allocation.

After navigating to the Pabbly Connect website, you will see options to sign in or sign up. If you don’t have an account, click on ‘Sign up for free.’ This process is quick and will provide you with 100 free tasks each month.

Creating a Workflow in Pabbly Connect

Once signed into Pabbly Connect, click on the ‘Create Workflow’ button to initiate the process. Name your workflow, such as ‘Runo Allocation from Google Sheets,’ and select the appropriate folder for organization.

In the workflow setup, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while Action is what happens as a result. For this integration, you will set Google Sheets as the Trigger application.

• Select Google Sheets as your Trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row.’
• Use the provided webhook URL to connect Google Sheets with Pabbly Connect.

After setting up the Trigger, you can proceed to the Action step, which will be Runo. This is where the lead will be allocated automatically based on the new row added in Google Sheets.

Connecting Google Sheets to Pabbly Connect

In your Google Sheets document, you need to connect it with Pabbly Connect. This is done by using the Pabbly Connect Vook extension. If you haven’t installed this extension yet, go to ‘Add-ons’ and search for Pabbly Connect Vooks in the Google Workspace Marketplace.

Once installed, refresh your spreadsheet and navigate back to the ‘Extensions’ menu. Select the Pabbly Connect Vooks extension and open the initial setup. Here, paste the webhook URL you copied earlier from Pabbly Connect.

• Specify the trigger column, which is the final data column where new lead details will be added.
• Fill in your trigger column (e.g., Column G) to ensure that data is sent to Pabbly Connect.

After configuring the trigger column, test the setup by sending test data to ensure everything is working correctly. Once confirmed, submit the setup.

Setting Up the Action in Pabbly Connect

Now that Google Sheets is connected, you can set up the Action step in Pabbly Connect. Search for Runo as your Action application and select it. The Action event will be ‘Create Allocation,’ which allows you to allocate leads automatically.

To connect Runo with Pabbly Connect, you need an API key. Log into your Runo account, navigate to the admin web portal, and go to API configuration to generate a new API key. Copy this key and return to Pabbly Connect to paste it into the API key field.

Map the lead details from Google Sheets to the corresponding fields in Runo. Ensure to include all necessary fields such as lead name, phone number, email, and assign details.

After mapping all fields, save the setup. This will ensure that every new lead added to Google Sheets will be automatically allocated to the specified team member in Runo.

Testing the Integration

To verify that the integration between Google Sheets and Runo via Pabbly Connect is functioning correctly, add a new lead entry in your Google Sheets. Include all relevant details such as lead name, phone number, email, and the assigned team member’s information.

Once the new row is added, Pabbly Connect will automatically send this data to Runo, creating a new allocation. You can check back in Runo to confirm that the lead has been allocated to the correct team member.

Navigate to the allocations section in Runo to see the newly added lead. Verify that all details match those entered in Google Sheets.

This testing will confirm that your automation setup is working efficiently, allowing you to focus on closing deals rather than managing allocations manually.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead allocation from Google Sheets to Runo. By following the detailed steps, you can streamline your workflow and ensure timely responses to leads.

Automating this process not only saves time but also reduces the risk of errors, allowing your team to focus on what they do best—providing excellent customer service and closing deals. Start integrating with Pabbly Connect today for better efficiency!