Integrating Trigger with Simply Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Trigger with Simply Using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide to automate your Google Sheets and Agile processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Trigger with Simply for Automation

To begin the integration process, we will set up Trigger to work seamlessly with Simply. This setup allows us to automate the creation of contacts from Google Sheets. Start by logging into your Pabbly account to access the dashboard.

After logging in, click on the option to create a new workflow. Name your workflow appropriately, such as ‘Create Contacts from Google Sheets’. Select the folder where you want to save this workflow, then click on the create button. You will see two boxes appear: one for the trigger and another for the action.

Connecting Google Sheets to Trigger

In this step, we will connect Google Sheets to Trigger to ensure that new data entries are captured. Select Google Sheets as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This event will initiate the automation whenever a new row is added to your Google Sheets.

Next, you will need to connect Google Sheets with Pabbly. To do this, a webhook URL will be generated for you. Copy this URL and paste it into your Google Sheets. Ensure you have the Pabbly Connect Webhooks add-on installed in your Google Sheets for this to work. Follow these steps:

• Click on Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.
• After installation, refresh your Google Sheets.

Once installed, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL you copied earlier and specify the trigger column. In this case, it is column D, where the final data will be entered. Click submit to complete the setup.

Testing the Integration with Google Sheets

Now that we have connected Google Sheets to Trigger, it’s time to test the integration. Add a new row to your Google Sheets with the required details such as first name, last name, phone number, and email address. After entering the data, go back to Pabbly Connect and check if it captures the response.

If everything is set correctly, you will see the response indicating that the data has been successfully sent from Google Sheets to Pabbly. This confirms that the connection is working correctly. Now we can move on to the next step, which is setting up the action application.

Creating Contacts in Simply

For the action part of the workflow, we will use Simply to create contacts automatically. Select Simply as the action application and choose ‘Create Contact’ as the action event. If you have a pre-existing connection, you can save it; otherwise, click on ‘Add New Connection’.

You will need to enter your API key from Simply. To obtain this key, log into your Simply account, go to settings, and find the API settings. Copy the API key and paste it into Pabbly Connect. After saving, you will see an authorization success message.

• Map the fields from Google Sheets to Simply.
• Enter the first name, last name, email, and any other required fields.
• Click on ‘Save and Send Test Request’ to create the contact.

Once you receive a successful response, check your Simply account to verify that the contact has been created successfully.

Verifying the Automation Works

Now it’s crucial to verify that the automation between Trigger and Simply is functioning correctly. Go back to Google Sheets and add another new entry. This time, ensure the details are different to see if the automation captures the new data correctly.

After adding the new row, return to your Simply account and check the contacts section. You should see the new contact added automatically with the information from your Google Sheets. This confirms that the integration is working smoothly and efficiently.

In summary, we successfully integrated Google Sheets with Simply using Trigger through Pabbly Connect. This automation saves time and ensures that your contact information is always up to date without manual entry.

Conclusion

This tutorial demonstrated how to integrate Trigger with Simply Using Pabbly Connect effectively. By following these steps, you can automate your data entry from Google Sheets to Simply, ensuring a seamless workflow. This integration enhances efficiency and accuracy in your processes.