Learn how to integrate Google with Agile CRM using Pabbly Connect in this detailed, step-by-step tutorial. Perfect for automating your workflows! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Creating a Workflow to Integrate Google with Agile CRM

To start integrating Google with Agile CRM, you first need to create a workflow. This workflow will automate the process of creating a new Agile CRM contact whenever a new row is added in Google Sheets. Begin by accessing Pabbly Connect and creating a new workflow.

Once you are in the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Create Agile CRM Contact from Google’. This name will help you identify the workflow later. After naming, you will see two boxes appear: one for the trigger and one for the action.

2. Setting Up Google as the Trigger Application

In this step, you will set Google as the trigger application. The trigger is the event that initiates the workflow. Here, the trigger will be when a new row is added to your Google Sheets. Select Google Sheets from the available applications.

After selecting Google Sheets, you will need to specify the trigger event. Choose the option for ‘New Row’. Next, connect your Google account by clicking on the ‘Connect’ button, allowing Pabbly Connect to access your Google Sheets. Once connected, you will be prompted to select the specific spreadsheet and worksheet you want to monitor for new rows.

  • Select the spreadsheet you want to use.
  • Choose the worksheet within that spreadsheet.
  • Click on ‘Save’ to finalize the trigger setup.

After saving, Pabbly Connect will wait for a new row to be added to the specified Google Sheet. This setup ensures that every time you add a new entry, the workflow will trigger automatically.

3. Configuring Agile CRM as the Action Application

Now that you have set up Google as the trigger, it’s time to configure Agile CRM as the action application. This is where the data collected from Google Sheets will be sent. Select Agile CRM from the list of applications in Pabbly Connect.

Choose the action event as ‘Create Contact’. You will then need to connect your Agile CRM account to Pabbly Connect. Enter your login credentials, including your API key, to establish the connection securely. Once connected, you will be able to map the fields from Google Sheets to the corresponding fields in Agile CRM.

  • Map the first name from Google Sheets to the first name field in Agile CRM.
  • Map the last name, phone number, and email address similarly.
  • Click on ‘Save’ to finalize the action setup.

After saving the action, Pabbly Connect will be ready to create new contacts in Agile CRM whenever a new row is added in your Google Sheet. This automation streamlines your workflow significantly.

4. Testing the Integration Between Google and Agile CRM

Once you have configured both Google and Agile CRM in Pabbly Connect, it’s essential to test the integration. Add a new row in your Google Sheet with the necessary contact details. Ensure that you include first name, last name, phone number, and email address.

After adding the new row, go back to Pabbly Connect and click on the ‘Test’ button. This action will trigger the workflow and send the data from Google Sheets to Agile CRM. Check your Agile CRM account to see if the new contact has been created successfully.

Verify that the contact appears with the correct details. If the contact is not created, review the mapping and trigger settings. Once confirmed, your integration is successful!

Testing ensures that your automation is functioning as expected. It’s crucial to check this periodically to maintain the efficiency of your workflow.

Conclusion

In this tutorial, we successfully integrated Google with Agile CRM using Pabbly Connect. By following these steps, you can automate the creation of contacts in Agile CRM every time you add a new row in Google Sheets. This integration enhances productivity and streamlines your processes effectively.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.