Integrating Google Sheets with Salesmate Using Pabbly Connect

Learn how to automate contact creation in Salesmate from Google Sheets using Pabbly Connect. Step-by-step tutorial on setting up the integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Salesmate, first access Pabbly Connect by visiting the official website. You can sign up for a free account or log in if you are an existing user. This platform allows you to automate tasks without needing any coding skills.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that connect various applications. Click on the option to create a new workflow and name it appropriately, such as ‘Create Salesmate Contact from New Google Sheets Row.’ This will be the foundation for your automation process.

2. Setting Up Google Sheets as the Trigger

In this section, you will set Google Sheets as the trigger application in your Pabbly Connect workflow. This means that whenever a new row is added to your Google Sheets, it will trigger an action in Salesmate. Select Google Sheets as the trigger application and choose the event as ‘New or Updated Spreadsheet Row.’

• 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 and set up the connection by navigating to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, go back to Extensions and select Pabbly Connect Webhooks to configure the webhook URL and trigger column.

3. Configuring the Webhook in Google Sheets

After setting up the Google Sheets trigger, you must configure the webhook to send data to Pabbly Connect. In the Pabbly Connect Webhooks settings, paste the previously copied webhook URL. Specify the trigger column, which is the column that will indicate when new data is added.

• Paste the webhook URL in the setup.
• Set the trigger column to the final data column (e.g., Column D).

Once configured, click on ‘Submit’ to finalize the setup. Now, whenever you add a new entry in the specified column of Google Sheets, it will automatically send the data to Pabbly Connect.

4. Setting Up Salesmate as the Action

Now that Google Sheets is configured as the trigger, it’s time to set up Salesmate as the action application in your Pabbly Connect workflow. Select Salesmate and choose the action event as ‘Create Contact.’ This will allow you to automatically create a new contact in Salesmate whenever a new row is added in Google Sheets.

To connect Salesmate with Pabbly Connect, you will need to enter specific details such as your Salesmate hostname and session token. These details can be found in your Salesmate account under the profile settings. Ensure you enter them correctly to establish the connection.

5. Testing the Integration

With both applications configured, it’s time to test the integration between Google Sheets and Salesmate using Pabbly Connect. Add a new row in your Google Sheets with the required details such as first name, last name, phone number, and email address. Once you enter the data, it should automatically trigger the workflow.

Check your Salesmate account to confirm that the new contact has been created successfully. This will validate that your automation is working as intended. If everything is set up correctly, you will see the new contact reflecting in your Salesmate account, confirming the successful integration.

Conclusion

In this tutorial, you learned how to integrate Google Sheets with Salesmate using Pabbly Connect. This automation allows for seamless contact creation without manual input. By following the steps outlined, you can efficiently manage customer information and streamline your sales process.