Integrating Zoho Sheet with Google Chat Using Pabbly Connect

Learn how to automate notifications from Zoho Sheet to Google Chat using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho Sheet with Google Chat, first access Pabbly Connect. You can create a free account on the Pabbly Connect dashboard, which takes just a couple of minutes. Once logged in, you will see the option to create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a descriptive name, such as ‘Zoho Sheet to Google Chat’. This will help you identify the automation later on. After naming your workflow, click on ‘Create’ to set up the integration.

2. Setting Up the Trigger in Pabbly Connect

In the Pabbly Connect dashboard, you will find two windows: the trigger window and the action window. The first step is to set up the trigger by selecting Zoho Sheet. This tells Pabbly Connect to listen for changes in your Zoho Sheet account.

• Select Zoho Sheet as the app in the trigger window.
• Choose the trigger event as ‘New or Updated Row’.
• Click on ‘Connect’ to set up a new connection.

After connecting to Zoho Sheet, you will be prompted to enter your domain. This can be found in the URL of your Zoho account. Once connected, select the specific workbook and worksheet from which you want to retrieve data. Click on ‘Save and Send Test Request’ to confirm the connection.

3. Capturing Data from Zoho Sheet

Once the trigger is set up, Pabbly Connect will wait for a new row or an updated row in your Zoho Sheet. You can test this by adding a new row in your specified worksheet. For example, add a user with a name, email, mobile number, city, and status.

After adding the new row, return to Pabbly Connect to check if the response has been captured. You should see details such as the row type (new or updated), row index, and all the data entered. This confirms that your trigger is functioning correctly.

• Check the response for row type and data captured.
• Ensure that the details match what you entered in Zoho Sheet.

Once the data is captured, you can proceed to set up the action in your workflow.

4. Sending Notifications to Google Chat

Now that you have set the trigger, the next step is to send the captured data to Google Chat. In the action window, select Google Chat as the app. Choose the action event as ‘Create Message’. This allows Pabbly Connect to send messages to your Google Chat space.

You will need to connect your Google Chat account by entering the Webhook URL. To obtain this URL, go to your Google Chat space, manage the webhook, and copy the URL provided. Paste this URL into Pabbly Connect to establish the connection.

Create a message template for notifications. Map the data fields from Zoho Sheet to your message. Test the action to ensure messages are sent successfully.

After setting up the message, click on ‘Save and Send Test Request’. If successful, you will see the message appear in your Google Chat space, confirming that the integration is working as expected.

5. Finalizing and Testing the Integration

To finalize your integration, ensure both the trigger and action workflows are set correctly in Pabbly Connect. You can create multiple routes for different conditions, such as sending different messages for new rows and updated rows.

Once everything is set up, it’s crucial to test the automation. Add a new row in Zoho Sheet and check if the notification appears in Google Chat. Similarly, update an existing row and verify that the corresponding message is sent to your chat space.

Confirm that notifications for both new and updated rows are working. Adjust message templates as needed for clarity.

With this setup, you have successfully automated the notification process between Zoho Sheet and Google Chat using Pabbly Connect. This integration will help keep your team informed in real-time.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications from Zoho Sheet to Google Chat. By following these steps, you can streamline communication and ensure your team stays updated with new or modified entries.