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

Learn how to automate lead allocation from Google Sheets to Runo using Pabbly Connect. This detailed tutorial covers every step of the integration process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Runo Integration

To start using Pabbly Connect for integrating Google Sheets with Runo, first, access the Pabbly Connect website. You can sign up for a new account or log in if you already have one. This platform is essential for automating the process of lead allocation from your Google Sheets to the Runo application.

After signing in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow according to your objective, such as ‘Runo Allocation from Google Sheets’. This naming helps in easily identifying the workflow later.

2. Configuring the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect. The trigger will detect when a new row is added to your Google Sheets. To do this, select Google Sheets as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This setup ensures that any new lead added to your sheet will initiate the workflow.

• Search for ‘Google Sheets’ in the trigger application.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Connect your Google Sheets account to Pabbly Connect using the provided webhook URL.

After setting up the trigger, you will need to copy the webhook URL provided by Pabbly Connect. This URL acts as a bridge to connect your Google Sheets with the Pabbly Connect workflow. Paste this URL into your Google Sheets extension settings to enable communication between the two applications.

3. Configuring Google Sheets to Work with Pabbly Connect

Now that we have set up the trigger in Pabbly Connect, it is time to configure Google Sheets. Open your Google Sheets and navigate to the Extensions menu. Here, you will need to install the Pabbly Connect vBooks extension if you haven’t done so already. This extension allows you to send data from your Google Sheets to Pabbly Connect seamlessly.

After installing the extension, refresh your Google Sheets. Go back to the Extensions menu, find the Pabbly Connect vBooks option, and select ‘Initial Setup’. In this setup, you will paste the webhook URL you copied earlier and specify the trigger column where the new lead details will be entered.

• Paste the webhook URL in the Initial Setup of the Pabbly Connect vBooks.
• Specify the trigger column where lead details will be added (e.g., Column G).
• Test the setup by sending test data to Pabbly Connect.

Once the setup is complete, you can test it by adding a new lead in your Google Sheets. This will automatically send the data to Pabbly Connect, confirming that the connection is working properly.

4. Setting Up the Action in Pabbly Connect for Runo

After configuring Google Sheets, it is time to set up the action in Pabbly Connect. The action will allocate the lead in Runo based on the information received from Google Sheets. To do this, select Runo as your action application and choose the event as ‘Create Allocation’. This action will ensure that the lead is assigned to the correct team member automatically.

To connect Runo with Pabbly Connect, you will need an API key from your Runo account. Navigate to the Runo admin portal, go to API configuration, and create a new API key. Copy this key and paste it into Pabbly Connect when prompted. This step is crucial for enabling communication between Runo and Pabbly Connect.

Select Runo as the action application in Pabbly Connect. Choose ‘Create Allocation’ as the action event. Paste the Runo API key into Pabbly Connect to establish the connection.

Once the action is configured, map the lead details from Google Sheets to the corresponding fields in Runo. This mapping process ensures that all necessary information about the lead is sent to Runo for allocation.

5. Testing the Integration Between Google Sheets and Runo

With everything set up, it’s time to test the integration using Pabbly Connect. Add a new lead entry in your Google Sheets, including all relevant details such as name, phone number, and email. As soon as you add this information, Pabbly Connect will capture the data and allocate it to the correct team member in Runo.

To verify that the integration works successfully, go back to your Runo application and check the allocations section. You should see the newly allocated lead with all the details you entered in Google Sheets. This confirms that the automation is functioning correctly and that leads are being allocated as intended.

Add a new lead in Google Sheets and fill out all required fields. Check the allocations in Runo to see if the lead is assigned correctly. Repeat the process to ensure consistent performance.

This integration between Google Sheets and Runo using Pabbly Connect not only saves time but also reduces the risk of errors in lead allocation, allowing your team to focus on what they do best.

Conclusion

In conclusion, using Pabbly Connect to integrate Google Sheets with Runo streamlines the lead allocation process. By following the steps outlined in this tutorial, you can automate data transfer and ensure efficient management of leads, enhancing your team’s productivity.