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

Learn how to integrate Google Sheets with Zoho Sheet seamlessly using Pabbly Connect. Follow this detailed tutorial for automated data management. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Google Sheets with Zoho Sheet, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website where you can either sign up for a new account or log in if you are an existing user.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to start setting up your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that connects Google Sheets with Zoho Sheet. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Connect Google Sheets with Zoho Sheet’.
• Select a folder to save your workflow, for instance, ‘Google Sheets Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The trigger defines when the automation starts, and the action defines what happens next.

3. Setting Up the Trigger with Google Sheets

To set up the trigger, select Google Sheets as the trigger application in Pabbly Connect. Choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever a new lead is entered in Google Sheets, it will trigger the automation.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Google Sheets to Pabbly Connect.

• Open your Google Sheets and click on ‘Extensions’.
• Navigate to ‘Add-ons’ and then click on ‘Get Add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it if not already done.

After installation, go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the webhook URL and set the trigger column to the column where lead data will be entered.

4. Setting Up the Action with Zoho Sheet

Now that the trigger is set, it’s time to configure the action. Select Zoho Sheet as the action application in Pabbly Connect and choose ‘Create Row’ as the action event. This allows you to create a new record in Zoho Sheet when a new lead is added to Google Sheets.

To connect Zoho Sheet with Pabbly Connect, click on the ‘Connect’ button. You will be prompted to enter your Zoho domain, which can be found in the URL of your Zoho Sheet.

Enter the Zoho domain and click ‘Save’. Authorize Pabbly Connect to access your Zoho Sheet. Select the workbook and worksheet where you want the data to be saved.

After mapping the required fields from Google Sheets to Zoho Sheet, click on the ‘Save and Send Test Request’ button to test the connection. If successful, you will see a confirmation message.

5. Final Testing of the Integration

To ensure that your integration between Google Sheets and Zoho Sheet via Pabbly Connect is working correctly, enter a new lead’s details into your Google Sheet. This should trigger the automation.

Check your Zoho Sheet to confirm that the new lead details have been successfully created. You should see the first name, last name, email, and phone number accurately reflected in Zoho Sheet.

This process demonstrates how Pabbly Connect effectively automates data entry between Google Sheets and Zoho Sheet, saving time and reducing manual errors. You can repeat this process for any new leads added to your Google Sheets.

Conclusion

In this tutorial, we explored how to integrate Google Sheets with Zoho Sheet using Pabbly Connect. This automation streamlines data management, ensuring that your sales team always has the most up-to-date information for analysis and decision-making.