Integrating Jumpseller Customer Details into Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Jumpseller customer details into Google Sheets using Pabbly Connect with this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating Jumpseller customer details into Google Sheets, you will first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the main interface. From here, you will create a new workflow to automate the process of capturing customer details from Jumpseller and sending them to Google Sheets.

Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that automates the transfer of customer data. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

For this integration, name your workflow as ‘Add Jumpseller Customer Details to Google Sheets’. You can also select a specific folder to save this workflow. After entering the name and selecting the folder, click on the ‘Create’ button to finalize the setup.

• Enter the workflow name as ‘Add Jumpseller Customer Details to Google Sheets’.
• Select a folder to save your workflow.
• Click on ‘Create’ to finalize the workflow.

Now you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is the response to that event. In this case, the trigger will be a new customer created in Jumpseller, and the action will be to add that customer’s details to Google Sheets.

Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. Click on the arrow next to the trigger section and select Jumpseller as your trigger application. For the trigger event, choose ‘New Customer Created’. This will ensure that every time a new customer is added to Jumpseller, the event is captured by Pabbly Connect.

Upon selecting Jumpseller, you will be provided with a unique webhook URL. Copy this URL as it will be used to connect Jumpseller with Pabbly Connect. Now, navigate to your Jumpseller account, go to the settings, and find the notifications section. Here, paste the webhook URL and select the event as ‘Customer Created’ before clicking on ‘Add’.

• Select Jumpseller as the trigger application.
• Choose ‘New Customer Created’ as the trigger event.
• Paste the copied webhook URL into the Jumpseller notifications settings.

Once you have added the webhook, go back to Pabbly Connect and click on ‘Capture Webhook Response’ to test if the integration is successful. You should see a test response indicating that the webhook is functioning correctly.

Adding Customer Details in Jumpseller

Now that the trigger is set up, you can add customer details in Jumpseller. Navigate to the Jumpseller customer section and click on ‘Add Customer’. Fill in the required fields such as email, phone number, category, and language. For example, use a dummy email like ‘[email protected]’ and a dummy phone number. using Pabbly Connect

After entering the details, click on ‘Save’. Jumpseller will confirm that the customer has been successfully created. This action will trigger the webhook, and you should see the customer details captured in Pabbly Connect.

Go to Jumpseller and click on ‘Add Customer’. Fill in the required fields with customer information. Click ‘Save’ to create the customer.

Once the customer is added, the response will be captured in Pabbly Connect, showing the email and phone number. If you need to include the first and last name, you can update the customer details in Jumpseller and repeat this process to capture those additional fields.

Sending Data to Google Sheets Using Pabbly Connect

After successfully capturing customer details from Jumpseller, the next step is to send this data to Google Sheets using Pabbly Connect. Click on the plus button to add an action step and select Google Sheets as the action application. For the action event, choose ‘Add New Row’.

Click on ‘Connect’ to authorize the connection between Pabbly Connect and Google Sheets. You will be prompted to sign in with your Google account and grant the necessary permissions. Once authorized, select the spreadsheet you created earlier, named ‘Jumpseller Customer Details’, and choose the appropriate sheet.

Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Authorize the connection with your Google account.

Once the connection is established, map the fields for first name, last name, email, and phone number from the captured response. After mapping, click on ‘Save and Send Test Request’. A positive response indicates that the details have been successfully sent to Google Sheets.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Jumpseller customer details into Google Sheets. By following the steps outlined, you can automate the process of capturing customer information and transferring it seamlessly into your spreadsheets. This integration enhances your workflow and ensures that customer data is readily available for analysis and reporting.