Integrating Pabbly Subscription Billing with Google Sheets: A Step-by-Step Guide

Learn how to automate customer data transfer from Pabbly Subscription Billing to Google Sheets using Pabbly Subscription Billing with this detailed tutorial. Create professional recurring billing solutions for your business with point-and-click simplicity and complete control over your financial data.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Subscription Billing for Integration

To start integrating Pabbly Subscription Billing with Google Sheets, first, log into your Pabbly Subscription Billing account. This platform is essential because it manages customer subscriptions and payments, which will be automatically transferred to Google Sheets. using Pabbly Connect

Once logged in, navigate to the dashboard where you can monitor customer transactions. This dashboard is crucial for tracking payments and customer details that will be sent to Google Sheets through automation.

2. Creating a Workflow in Pabbly Connect

To automate the data transfer process, you will need to create a workflow using Pabbly Subscription Billing and Pabbly Connect. Begin by logging into Pabbly Connect and clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add Customer Details from Pabbly Subscription Billing to Google Sheets’.

Next, you will set up the trigger and action. The trigger event will be when a new customer is created in Pabbly Subscription Billing, and the action will be to add that customer’s details to Google Sheets. The workflow will automatically execute these actions when a payment is made.

• Log into Pabbly Connect.
• Click on ‘Create Workflow’.
• Name your workflow.
• Set the trigger and action applications.

After setting up the workflow, you will see two boxes for the trigger and action. Select Pabbly Subscription Billing as the trigger application and Google Sheets as the action application. This setup ensures that every new customer payment is captured and recorded in Google Sheets.

3. Connecting Pabbly Subscription Billing with Webhook

To connect Pabbly Subscription Billing to Pabbly Connect, you will need to use a webhook URL. After selecting the trigger event, copy the provided webhook URL from Pabbly Connect. Then, return to your Pabbly Subscription Billing dashboard. using Pabbly Connect

In Pabbly Subscription Billing, click on the ‘Settings’ section and locate the ‘Webhooks’ option. Here, you will add a new webhook using the URL you copied earlier. This step is crucial as it establishes the connection for data transfer.

• Navigate to the ‘Settings’ section in Pabbly Subscription Billing.
• Select ‘Webhooks’ and add a new webhook.
• Paste the copied webhook URL.

Once the webhook is successfully added, you will need to perform a test submission by creating a new customer in Pabbly Subscription Billing. This action will ensure that the webhook is functioning correctly and data is being sent to Pabbly Connect.

4. Mapping Customer Data to Google Sheets

After confirming that the webhook is working, you will proceed to map the customer data to Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the appropriate action event, such as ‘Add Row’. using Pabbly Connect

Next, connect your Google Sheets account to Pabbly Connect. You will need to provide access to your Google account to allow Pabbly Connect to write data into your sheets. Once connected, select the spreadsheet where you want to store the customer details.

Select Google Sheets as the action application. Choose the action event for adding data. Connect your Google Sheets account. Select the target spreadsheet.

Finally, map the fields from Pabbly Subscription Billing to the corresponding columns in Google Sheets. This mapping ensures that every time a new customer is created, their details will be automatically added to the specified sheet.

5. Testing and Activating the Integration

Once you have completed the mapping, it is time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to send a test row to Google Sheets. This action will help you confirm that the integration is working correctly.

If the test is successful, you will see the customer details appear in Google Sheets as specified. This means that your integration between Pabbly Subscription Billing and Google Sheets is now active and will automatically update with each new customer payment.

To finalize the integration, make sure to activate the workflow in Pabbly Connect. This step ensures that all future customer data will be sent to Google Sheets without any manual intervention.

Conclusion

Integrating Pabbly Subscription Billing with Google Sheets allows for seamless automation of customer data transfer. By following these steps, you can efficiently manage customer information and streamline your workflows.