Integrating Google Sheets with Zoho Bookings Using Pabbly Connect

Learn how to automate staff creation in Zoho Bookings from Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin integrating Google Sheets with Zoho Bookings, access Pabbly Connect and sign in to your account. Once logged in, click on ‘Access Now’ to reach your dashboard, where you can create a new workflow for automation.

In the dashboard, click on ‘Create Workflow’ and name it something descriptive, like ‘Add Staff to Zoho Bookings from Google Sheets Rows’. This will help you identify the workflow later. After naming, click on ‘Create’ to set up your blank workflow.

2. Triggering Google Sheets with Pabbly Connect

The first step in this integration involves setting Google Sheets as the trigger application in Pabbly Connect. Choose ‘New or Updated Spreadsheet Row’ as the trigger event. This means that whenever a new row is added or an existing row is updated, it will trigger the automation to add staff in Zoho Bookings.

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

This webhook URL acts as a bridge between Google Sheets and Pabbly Connect. You will need to paste this URL into your Google Sheets add-on to enable the data transfer.

3. Configuring Google Sheets for Automation

Next, you will need to configure Google Sheets to work with Pabbly Connect. Open your Google Sheets and navigate to ‘Extensions’, then ‘Add-ons’, and click on ‘Get add-ons’. Search for ‘Pabbly Connect Webhooks’ and install the add-on.

After installation, go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column (usually the last updated column). For example, if your trigger column is G, enter G in the setup and click ‘Submit’.

4. Setting Up Zoho Bookings in Pabbly Connect

With Google Sheets configured, it’s time to set up Zoho Bookings as the action application in Pabbly Connect. Choose Zoho Bookings and select the action event as ‘Add Staff’. This will allow the automation to add staff details whenever a new row is added in Google Sheets.

To connect to Zoho Bookings, click on ‘Connect’, select your domain, and authorize the connection. Once connected, you will need to map the required fields such as name, email, and gender from the trigger response to the respective fields in Zoho Bookings.

• Map the name field from Google Sheets to Zoho Bookings.
• Map the email address and gender fields accordingly.
• Ensure the date of birth is formatted correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the data is being sent correctly to Zoho Bookings. You should see a success message indicating that the staff has been added.

5. Testing the Integration in Real-Time

To finalize your setup, test the integration by adding a new row in your Google Sheets. Make sure to fill in all required fields, including name, email, and date of birth, following the specified format. Once you hit enter, this will trigger the workflow in Pabbly Connect.

After entering the data, return to Zoho Bookings and refresh the page. You should see the newly added staff member with all the details correctly populated. This confirms that your integration is working seamlessly, allowing for automated staff creation from Google Sheets.

This workflow not only saves time but also reduces manual entry errors, showcasing the efficiency of using Pabbly Connect for automation. You can also expand this integration to include other applications as needed.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of adding staff in Zoho Bookings from Google Sheets. This integration streamlines data entry, saving time and minimizing errors, making your workflow more efficient.