Integrating Trigger with Google Sheets Using Automation

Learn how to integrate Trigger with Google Sheets using Automation for seamless contact management. Step-by-step tutorial with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with Automation

To start the integration process, we will focus on how to use Trigger to automate adding contacts in Google Sheets. This integration will streamline your contact management by automatically updating your Google Sheets as new contacts are added to Trigger.

First, you need to visit the PAB Connect platform. If you already have an account, sign in; otherwise, click on ‘Sign up for free’ to create a new account. After logging in, you will see the dashboard where you can create a new workflow.

2. Creating a New Workflow in PAB Connect

In this section, we will create a new workflow to connect Trigger with Google Sheets. Start by clicking the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow. Name it something descriptive, such as ‘Add Trigger Contacts to Google Sheets’. using Pabbly Connect

• Click on ‘Create’ to save your workflow.
• Select the folder where you want to save your workflow.
• Ensure your folder is organized for easy access later.

After saving, you will be directed to a new screen where you can set up your trigger and action. The trigger will be set to capture new contacts from Trigger, while the action will be to add these contacts to Google Sheets automatically.

3. Configuring the Trigger Event in PAB Connect

Now, let’s set up the trigger event in your workflow. Search for and select the Trigger application. The next step is to choose the trigger event, which in this case will be ‘New Contact’. This means every time a new contact is added in Trigger, it will initiate the workflow. using Pabbly Connect

To connect Trigger with PAB Connect, you will need to provide an API key and a secret key. To find these keys, navigate to your Trigger account, go to Settings, and then Developer. Here, you will see your API key and secret key. Copy these keys and paste them into the respective fields in PAB Connect.

• Ensure you save the connection after entering the keys.
• Click ‘Save and Send Test Request’ to verify the connection.

Once the connection is successful, you can proceed to test the workflow by adding a new contact in your Trigger account.

4. Adding New Contacts and Linking to Google Sheets

After configuring your trigger, it’s time to add a new contact in Trigger to see if the automation works. Go to your Trigger account, click on ‘Contacts’, and then ‘Add New Contact’. Fill in the required fields such as name, phone number, and email address. using Pabbly Connect

For the phone number, ensure you select the country code for India. Once you have entered all the necessary information, click ‘Add New Contact’. After you add the contact, return to your PAB Connect dashboard, and you should see a response indicating the contact details have been captured.

Verify that the response includes the correct contact name, email, and phone number. This confirms that the trigger is functioning correctly.

Next, you will set the action to add this contact to Google Sheets. Select Google Sheets as your action application and choose the action event as ‘Add New Row’. This will allow you to automatically add a new row in your Google Sheets for each new contact added in Trigger.

5. Finalizing the Integration and Testing

The final step is to connect Google Sheets to your PAB Connect workflow. Click on ‘Connect’ and choose ‘Add New Connection’. Sign in with your Google account and allow access to your sheets. Once connected, select the specific Google Sheets document where you want to store the contact details. using Pabbly Connect

After selecting the spreadsheet, make sure to map the fields from Trigger to Google Sheets. Map the contact name, email, and phone number from the Trigger response to the corresponding columns in Google Sheets. This ensures that the right data goes into the right place.

Finally, click on ‘Save and Send Test Request’ to confirm that everything is working correctly. Check your Google Sheets to verify that the new contact has been added successfully. This confirms that your integration between Trigger and Google Sheets using Automation is complete and functioning.

Conclusion

In this tutorial, we explored how to integrate Trigger with Google Sheets using Automation, allowing for seamless contact management. By following these steps, you can automate the process of adding new contacts, enhancing efficiency in your workflow.