Integrating InCharge with Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate InCharge with Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating InCharge with Google Sheets, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect, then click on the link to the official site.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users should click ‘Sign in’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in.

• Name your workflow: ‘Create InCharge Contact from Google Sheets’.
• Select the folder: ‘Automations’.

After naming your workflow, click ‘Create’. This opens the workflow window, where you will set your trigger and action. The trigger is what starts the workflow, and the action is what happens as a result.

3. Setting Up Google Sheets as Trigger Application

In this section, we will set Google Sheets as the trigger application in Pabbly Connect. Click on the trigger application dropdown and select ‘Google Sheets’.

For the trigger event, choose ‘New or Updated Spreadsheet Row’. This will activate the workflow every time a new row is added or updated in your Google Sheets document. Pabbly Connect will provide a webhook URL that you will use to connect Google Sheets to your workflow.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Google Sheets account and open the sheet where you collect lead data.

This setup ensures that whenever you add a new lead in Google Sheets, the data is sent to Pabbly Connect and triggers the workflow.

4. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, go to the Extensions menu in your Google Sheets and select ‘Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

After installing, refresh your Google Sheets. Go back to the Extensions menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column, which is the column that will trigger the workflow.

Enter the trigger column (e.g., G for your final data column). Click ‘Submit’ to save the settings.

Once the setup is complete, you will see a message indicating that the configuration was successful. Now, Pabbly Connect is ready to capture data from Google Sheets whenever a new row is added or updated.

5. Adding Contacts to InCharge Using Pabbly Connect

Now that Google Sheets is set up as a trigger, we will configure the action to add contacts to InCharge through Pabbly Connect. Select ‘InCharge’ as the action application.

Choose the action event as ‘Add or Update a Person’. Click ‘Connect’ to establish the connection between Pabbly Connect and your InCharge account. If prompted, allow Pabbly Connect to access your InCharge account.

Map the fields from Google Sheets to InCharge, such as email, first name, and last name. Click ‘Save and Send Test Request’ to verify the integration.

Once the test is successful, you will see the new contact created in your InCharge account. This confirms that Pabbly Connect has effectively integrated Google Sheets with InCharge, automating the process of adding new leads.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate InCharge with Google Sheets, automating the creation of contacts from new leads. By following these steps, you can streamline your lead management process efficiently.