Integrating SF Fox Contacts with Google Sheets Using Pabbly Connect

Learn how to automate adding SF Fox contacts to Google Sheets using Pabbly Connect. Follow the step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating SF Fox with Google Sheets, access Pabbly Connect by visiting the official website. If you don’t have an account, you can sign up for free, which takes just two minutes. This will give you hundreds of free tasks each month, allowing you to automate various processes.

Once signed in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows. Click on the ‘Create Workflow’ button to initiate the setup for integrating SF Fox and Google Sheets.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to automate adding SF Fox contacts to Google Sheets. After clicking on ‘Create Workflow,’ you will need to name it according to your objective, such as ‘Add SF Fox Contact in Google Sheets.’ Select the folder where you want to save your workflow. using Pabbly Connect

• Name your workflow based on the task.
• Choose a folder to save the workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes: Trigger and Action. The Trigger is set up first and will initiate the automation. Here, you will select SF Fox as the trigger application and define the trigger event as ‘New Contact.’ This setup is crucial for the integration process.

3. Setting Up the Trigger with SF Fox

In this step, you will connect your SF Fox account to Pabbly Connect. After selecting SF Fox as the trigger application, you need to add a new connection. To do this, you will require an API token from your SF Fox account.

Navigate to the settings in SF Fox, go to the API section, and create a new token. Name it appropriately and copy the generated token. Paste this token back into Pabbly Connect to establish the connection. This step is essential for allowing Pabbly Connect to access your SF Fox data.

4. Setting Up the Action with Google Sheets

After successfully setting up the trigger, the next step is to configure the action using Google Sheets. In Pabbly Connect, search for Google Sheets as your action application. Here, you will select the action event as ‘Add New Row.’ This will ensure that every new contact in SF Fox is recorded in your Google Sheets automatically. using Pabbly Connect

• Select Google Sheets as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect your Google account to Pabbly Connect.

Once connected, you will need to select the specific Google Sheet where the SF Fox contacts will be added. Map the fields from the trigger response to the appropriate columns in your Google Sheet, ensuring that first name, last name, email, and other relevant details are correctly aligned.

5. Testing the Integration

After completing the setup, it’s time to test the integration. Create a dummy contact in SF Fox by filling in the required details like first name, last name, email, and address. Once the contact is saved, return to Pabbly Connect and click on the ‘Save and Send Test Request’ button.

You will receive a response confirming that the data has been successfully captured. Check your Google Sheet to verify that the new contact has been added automatically. This confirms that your integration between SF Fox and Google Sheets via Pabbly Connect is functioning correctly.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate SF Fox contacts with Google Sheets seamlessly. By following the steps outlined, you can automate the process of adding new contacts, enhancing efficiency and productivity.