Integrating Google Sheets with Pipe Drive Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Pipe Drive persons from Google Sheets using Pabbly Connect with this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Pipe Drive, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Begin by visiting the Pabbly Connect homepage and either sign in or sign up for a free account.

Once you are logged in, you will see the dashboard where you can create workflows. This is where the magic happens, as Pabbly Connect enables you to set up triggers and actions between Google Sheets and Pipe Drive effectively.

Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this example, name it ‘Create Pipe Drive Person from Google Sheets’.

Once you have named your workflow, select a folder for organization. You can create multiple folders to categorize your workflows. After naming and selecting the folder, click the ‘Create’ button to proceed. Now, you will see the workflow interface where you can set up triggers and actions.

• Name your workflow appropriately for easy identification.
• Select a folder to keep your workflows organized.
• Click on ‘Create’ to finalize the setup of your workflow.

With your workflow created, you are now ready to set up the trigger that will initiate the automation process.

Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up a trigger using Pabbly Connect. Select Google Sheets as your trigger application. You will then choose the trigger event, which in this case is ‘New or Updated Spreadsheet Row’. This means that every time a new row is added or updated in your Google Sheets, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be copied and used in your Google Sheets to establish a connection. Go to your Google Sheets, click on ‘Extensions’, then select ‘Add-ons’ and find the Pabbly Connect Webhooks add-on to install it.

• Select Google Sheets as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for later use in Google Sheets.

After setting up the trigger, make sure to test it by adding a new row in your Google Sheets to ensure that Pabbly Connect receives the data correctly.

Connecting Google Sheets with Pipe Drive Using Pabbly Connect

With the trigger set up, the next step is to connect Google Sheets with Pipe Drive. In the action step of your workflow, select Pipe Drive as your action application. Then, choose the action event as ‘Create a Person’. This action will create a new person in Pipe Drive whenever a new row is added to Google Sheets.

To connect Pipe Drive with Pabbly Connect, you will need to enter your Pipe Drive API token. You can find this token in your Pipe Drive account under personal preferences. After entering the token, click on ‘Save’ to establish the connection between Pabbly Connect and Pipe Drive.

Select Pipe Drive as the action application. Choose ‘Create a Person’ as the action event. Enter your Pipe Drive API token to connect.

Once the connection is established, you can map the fields from the Google Sheets data to the corresponding fields in Pipe Drive, ensuring that all relevant information is transferred accurately.

Testing the Integration with Pabbly Connect

After configuring both the trigger and action steps, it’s time to test the integration. Go back to your Google Sheets and add a new row with test data, such as a name, phone number, and email. Once you save this new entry, Pabbly Connect should automatically receive the data and create a new person in Pipe Drive.

To verify that the integration works, check your Pipe Drive account to see if the new person has been created successfully. This confirms that your automation setup using Pabbly Connect is functioning as intended, allowing you to manage your leads efficiently without manual input.

Add a new row in Google Sheets with dummy data. Check Pipe Drive to see if the person was created successfully. Confirm that the automation works seamlessly.

With this test, you can be assured that your integration between Google Sheets and Pipe Drive via Pabbly Connect is complete and operational.

Conclusion

In this tutorial, we explored how to automate the creation of persons in Pipe Drive from Google Sheets using Pabbly Connect. By following the steps outlined, you can streamline your sales process and ensure that your lead information is always up to date. This integration not only saves time but also enhances your productivity in managing sales opportunities.