Integrating Google with Agile CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Google with Agile CRM using Pabbly Connect. Follow our detailed tutorial for a smooth automation process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Creating a Workflow to Integrate Google with Agile CRM

To integrate Google with Agile CRM, begin by creating a workflow in Pabbly Connect. This process starts by signing into your Pabbly account and navigating to the dashboard. Click on the ‘Create Workflow’ button to start a new automation.

Next, you will need to name your workflow. For this tutorial, let’s name it ‘Create Agile CRM Contact from New Google Entry’. After naming, click on the ‘Create’ button, and you will see options for setting up a trigger and an action.

2. Setting Up the Trigger for Google Integration

The trigger in this integration will be based on new entries in Google. To set this up, select Google as your trigger application in Pabbly Connect. Choose the event that triggers the workflow, which is when a new row is added to a Google Sheet.

• Select the Google Sheets application.
• Choose the trigger event: New Row.
• Connect your Google account to Pabbly.
• Select the specific Google Sheet to monitor.

After setting up the trigger, you will need to test it. Add a new row to your selected Google Sheet and check if Pabbly captures this new entry successfully. This step ensures that your trigger is functioning correctly.

3. Configuring the Action to Create Contact in Agile CRM

Now that your trigger is set up, it’s time to configure the action. Select Agile CRM as the action application in Pabbly Connect. The action event will be to create a new contact in Agile CRM whenever a new row is added to Google Sheets.

To proceed, you will need to connect your Agile CRM account. Enter your login email and API key from your Agile CRM account settings. Once connected, you can map the fields from your Google Sheet to the corresponding fields in Agile CRM.

• Map the First Name from Google Sheet to Agile CRM.
• Map the Last Name accordingly.
• Map the Email and Phone Number fields.

After mapping the fields, click on ‘Save and Send Test Request’ to verify if the contact is created successfully in Agile CRM. Ensure you check the Agile CRM dashboard to confirm the new contact appears as expected.

4. Finalizing the Integration and Testing

With the action set up, it’s time to finalize the integration. Ensure all your settings are correct in Pabbly Connect. Review the trigger and action mappings to confirm everything is in order before you activate the workflow.

To test the entire workflow, add another new entry in your Google Sheet. This time, check if the new contact is created in Agile CRM without any issues. If everything works smoothly, your integration is complete.

After successful testing, remember to turn on your workflow in Pabbly Connect. This will ensure that the automation runs whenever a new row is added to your Google Sheet, creating a contact in Agile CRM automatically.

Conclusion

In this tutorial, we explored how to integrate Google with Agile CRM using Pabbly Connect. By following these steps, you can automate your contact creation process, enhancing efficiency and productivity.