Integrating Google with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Google with Pabbly Connect through this detailed tutorial, showcasing step-by-step processes and specific UI elements. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Google Integration with Pabbly Connect

Google integration is essential for automating workflows. In this section, we will create a Google integration using Pabbly Connect. First, sign in to your Pabbly account by clicking on the ‘Sign In’ option at the top right corner of the screen.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘+’ icon to create a new workflow. You will be prompted to name your workflow. Let’s name it ‘Google Contact Creation’. After naming, click on the ‘Create’ button to proceed.

2. Defining Triggers in Google for Pabbly Connect

Defining triggers in Google is the next step in using Pabbly Connect effectively. A trigger event is an action that starts the workflow. Here, we will set the trigger to be a new row added in Google Sheets.

• Open your Google Sheets and create a new spreadsheet for customer details.
• Add columns for First Name, Last Name, Phone Number, and Email Address.
• In Pabbly Connect, select Google Sheets as the trigger application.

After selecting Google Sheets, choose the trigger event as ‘New Row’. This means every time a new row is added, the workflow will initiate. Click ‘Save and Send Test Request’ to ensure the connection is working.

3. Action Steps in Google through Pabbly Connect

Once the trigger is set, the next step is defining the action in Google. In this case, we will create a contact in Google Contacts when a new row is added in Google Sheets using Pabbly Connect.

Choose Google Contacts as the action application. Click on ‘Create Contact’ as the action event. You will need to connect your Google account by clicking on ‘Sign In with Google’. Authorize Pabbly to access your Google account.

• Map the fields from Google Sheets to Google Contacts.
• For example, map First Name to First Name, Last Name to Last Name, and Email to Email Address.
• Once mapping is complete, click on ‘Save and Send Test Request’ to test the connection.

Check your Google Contacts to ensure the new contact has been created successfully. This verifies that the integration between Google Sheets and Google Contacts is functioning properly.

4. Testing the Google Integration Workflow

Testing the Google integration is crucial to ensure everything works as expected. With Pabbly Connect, you can easily test the entire workflow. Start by adding a new row to your Google Sheets.

Enter sample details into the designated columns. For instance, add a first name, last name, phone number, and email address. After entering the details, check Pabbly Connect to see if the workflow was triggered.

Look for the response in Pabbly Connect’s dashboard. If the data appears correctly, your Google integration is successful. If not, review the mapping and settings to troubleshoot any issues.

Conclusion

In conclusion, integrating Google with Pabbly Connect allows for seamless automation of workflows. By following these steps, you can efficiently manage customer data and streamline your processes. This integration enhances productivity and ensures accurate data handling.