Integrating Google Sheets with No CRM Using Pabbly Connect

Learn how to automate lead creation in No CRM from Google Sheets using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with No CRM using Pabbly Connect, first, visit the Pabbly Connect website. Type Pabbly.com/connect in your browser to access the platform. Once there, sign in to your existing account or create a new one for free, which gives you 100 tasks monthly.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can view all your workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. You will need to name your workflow appropriately, such as ‘Create No CRM Lead from Google Sheets Row’ and select the desired folder for organization.

2. Setting Up Google Sheets as the Trigger

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. The trigger event will be set to ‘New or Updated Spreadsheet Row.’ This means every time a new row is added, the automation will start.

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

Next, go to your Google Sheets document, click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for Pabbly Connect Webhooks and install it. After installation, refresh your Google Sheets. Then, navigate back to the Extensions menu, select Pabbly Connect Webhooks, and click on ‘Initial Setup.’ Here, paste the webhook URL and specify the final data column, which is the last column where data will be entered.

3. Capturing Data from Google Sheets

Once your trigger is set up, it’s time to capture the data from Google Sheets using Pabbly Connect. Enter some sample data in your Google Sheets table. For instance, fill in the first name, last name, phone number, and email address in the respective columns.

After entering the data, return to Pabbly Connect. You should see that it is waiting for a webhook response. Click on ‘Send on Event’ in the Pabbly Connect Webhooks menu in Google Sheets. This action sends the newly entered data to Pabbly Connect, which will be recorded as a response in your workflow.

• Ensure the data is entered correctly in Google Sheets.
• Check the Pabbly Connect dashboard for the captured response.

Once the data is captured, you can see all the details such as first name, last name, phone number, and email address in the Pabbly Connect interface. This confirms that the connection between Google Sheets and Pabbly Connect is successfully established.

4. Setting Up No CRM as the Action

The next step is to set No CRM as the action application in Pabbly Connect. Choose ‘No CRM’ and select the action event as ‘Create Lead.’ This action will automatically create a lead in No CRM whenever a new row is added to Google Sheets.

To connect No CRM with Pabbly Connect, you will need to enter your API key and account name. To find these, log into your No CRM account, click on the three dots in the top menu, go to ‘Tools,’ then ‘More Integrations,’ and finally ‘API.’ Generate a new API key if necessary and copy it. Enter this key back in Pabbly Connect along with your account name.

Enter the API key from your No CRM account. Fill in the account name as shown in the URL. Save the connection and proceed to map the fields.

After successfully connecting No CRM, map the fields for the lead creation. Use the mapping feature to pull data from the previous response, such as the first name and last name for the lead title, and include any other relevant details in the description field. Once all fields are filled out, click on ‘Save and Send Test Request’ to create the lead.

5. Testing the Integration

After setting up the action, it’s essential to test the integration between Google Sheets and No CRM using Pabbly Connect. Enter another set of dummy details in Google Sheets to see if a new lead is created in No CRM as expected.

Refresh your No CRM dashboard to check if the new lead appears. If everything is configured correctly, you should see the new lead with the details you entered in Google Sheets. This confirms that the automation is functioning properly.

To summarize, you have successfully integrated Google Sheets with No CRM using Pabbly Connect. This automation allows for seamless lead generation without manual entry, enhancing efficiency in your workflow. By following the steps outlined, you can replicate this process for various applications.

Conclusion

In this tutorial, we detailed how to automate lead creation in No CRM from Google Sheets using Pabbly Connect. This integration streamlines your workflow and saves time by eliminating manual data entry. With Pabbly Connect, you can efficiently manage your customer data and improve your sales process.