Integrating Google Sheets with Zoho Projects Using Pabbly Connect

Learn how to integrate Google Sheets with Zoho Projects using Pabbly Connect for seamless task automation. Follow our step-by-step guide. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin using Pabbly Connect, first, access the platform through your browser. Simply search for Pabbly Connect and navigate to the landing page. Here, you’ll find options to sign up for free or sign in if you already have an account.

If you are a new user, click on ‘Sign up for free’ to get started with 100 tasks free every month. For existing users, click on ‘Sign in’ to access your dashboard. Once logged in, you will see all the Pabbly applications available. Click on ‘Access Now’ for Pabbly Connect to start setting up your automation.

2. Create a Workflow in Pabbly Connect

Once inside Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for it. Name your workflow something descriptive, such as ‘Create Zoho Project Task from Google Sheets’ and select the appropriate folder.

• Click on ‘Create’ to initiate the workflow.
• This opens the workflow window where you can set up triggers and actions.
• Select Google Sheets as your trigger application.

This step is crucial as you will define the trigger event that will initiate the automation. In this case, you will select ‘New or Updated Spreadsheet Row’ to ensure that any new entries in Google Sheets will trigger the action of creating a task in Zoho Projects.

3. Connect Google Sheets to Pabbly Connect

After setting up the trigger in Pabbly Connect, you will need to connect your Google Sheets account. A webhook URL will be generated which you need to copy. Go to your Google Sheets account, click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for Pabbly Connect Webhooks and install it if you haven’t already.

Once installed, navigate back to ‘Extensions,’ find Pabbly Connect Webhooks, and select ‘Initial Setup.’ Here, paste the webhook URL you copied earlier. You also need to specify the trigger column, which is the last column where your data will be added, typically column G.

4. Set Up Zoho Projects as Action in Pabbly Connect

Next, you will set up the action application in Pabbly Connect, which is Zoho Projects. Select Zoho Projects as your action application and choose ‘Create a Task’ as the action event. You will be prompted to connect your Zoho Projects account by entering your domain name.

After connecting, you will need to map the necessary fields such as task name, description, start date, and end date from the Google Sheets response. You can also adjust the date format using the Date Time Formatter feature in Pabbly Connect to ensure your dates are in the correct format for Zoho Projects.

• Map the task details from the Google Sheets response.
• Select the appropriate task list ID and responsible person.
• Click on ‘Save and Send Test Request’ to verify the task creation.

After successfully mapping all the fields, you can test the workflow to confirm that a new task is created in Zoho Projects whenever a new row is added to your Google Sheets. This integration ensures that your task management is automated and efficient.

5. Test and Verify the Integration

Finally, you need to test the integration between Google Sheets and Zoho Projects using Pabbly Connect. Go back to your Google Sheets and add a new task with all the required details like task name, description, start date, and due date. After filling in the details, check Zoho Projects to see if the task has been created successfully.

Ensure that the task appears with the correct details in Zoho Projects. If everything is set up correctly, you should see the newly added task reflecting the information you entered in Google Sheets. This confirms that your automation workflow is functioning as intended.

By following these steps, you have successfully integrated Google Sheets with Zoho Projects using Pabbly Connect. This automation will save you time and streamline your project management process.

Conclusion

In this tutorial, we explored how to integrate Google Sheets with Zoho Projects using Pabbly Connect. This automation allows for seamless task creation, enhancing productivity and efficiency. Follow these steps to set up your own integration and enjoy the benefits of automated task management.