Integrating Google Sheets with Respond.io Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Google Sheets with Respond.io using Pabbly Connect for automated lead management. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To integrate Google Sheets with Respond.io, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

After logging in, you will see the Pabbly dashboard. Click on ‘Access Now’ under Pabbly Connect to enter the main interface. This is where you will create the automation workflow that connects your Google Sheets with Respond.io.

Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name.

Enter a descriptive name like ‘Create Respond.io Contact from Google Sheets’. Next, choose a folder to save this workflow. Click on the dropdown arrow to select an appropriate folder from your Pabbly account.

• Click on ‘Create’ to finalize your workflow setup.
• You will now see two sections: Trigger and Action.

In this workflow, the trigger application will be Google Sheets, and the action application will be Respond.io. This setup allows you to automate the process of creating contacts in Respond.io whenever new data is added to your Google Sheets.

Setting Up the Trigger in Google Sheets

The first step in your automation is to set up the trigger. In Pabbly Connect, select Google Sheets as your trigger application. Then, choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new lead is added to your spreadsheet.

After selecting the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Google Sheets with Pabbly Connect.

• Open your Google Sheets and go to ‘Extensions’.
• Click on ‘Add-ons’ and then ‘Get Add-ons’ to find the Pabbly Connect Webhooks add-on.
• Install the add-on if you haven’t done so already.

Now, go back to ‘Extensions’, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Paste the copied webhook URL into the dialog box and set the trigger column to the final data column in your spreadsheet.

Configuring the Action in Respond.io

After setting up the trigger, it’s time to configure the action in Respond.io using Pabbly Connect. For the action application, select Respond.io and choose the action event as ‘Create Contact’. This step will ensure that a new contact is created in Respond.io whenever you add a lead in Google Sheets.

To connect Respond.io with Pabbly Connect, you will need an access token. Open your Respond.io account, go to settings, and find the API section. Click on ‘Edit’ under Developer API and copy the access token provided.

Paste the access token back into Pabbly Connect. Map the email, first name, last name, and phone number fields from the previous Google Sheets step. Use the keys for custom fields, such as gender, to create personalized entries in Respond.io.

Once you have filled out all required fields, click on ‘Save and Send Test Request’ to verify the integration. If successful, you will receive a confirmation message indicating that the contact was added successfully.

Testing the Integration

With the workflow set up, it’s crucial to test the integration to ensure everything works as expected. In your Google Sheets, add a new lead’s details such as first name, last name, email, phone number, and any custom fields like gender. Make sure to fill in all required fields accurately.

After entering the data, return to your Pabbly Connect account to check if the new contact appears in Respond.io. Refresh the Respond.io dashboard and look for the newly created contact with the details you entered in Google Sheets.

Verify that all fields are populated correctly, including custom fields. If everything is in order, your integration is successful!

This integration allows for seamless lead management, ensuring that your leads are automatically captured in Respond.io whenever they are added to Google Sheets, thanks to Pabbly Connect.

Conclusion

Integrating Google Sheets with Respond.io using Pabbly Connect automates the process of managing leads effectively. By following the steps outlined, you can ensure that every new lead is captured in Respond.io automatically, streamlining your workflow and improving efficiency.