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How to add Leads from Google Sheets to Clientjoy using Pabbly Connect?

Emma from Clientjoy avatar
Written by Emma from Clientjoy
Updated over 5 months ago

Let's take an example when an entry is made in your Excel sheet of leads data, it gets automatically added to Clientjoy as a Lead.

Here are the steps to follow.

1 . Login to Pabbly. Click on Dashboard.

2 . You can choose the trigger and the action you want to create. For example, whenever a new entry is made in Google Sheets, it will create a new lead in Clientjoy.

So in the trigger, you can choose Google Sheets and in Action, you can choose the Clientjoy app.

3 . Click on Try it now

4 . You need to follow the below-mentioned steps:

  • Login to Google Sheets

  • Navigate to Add-ons > Get add-ons

  • G Suite App Marketplace pop-up dialog box appears, Search for Pabbly Connect Webhooks

  • Click Pabbly Connect Webhooks, Click Install > Continue & Allow all permissions for an app

  • Refresh the page, Navigate to Add-ons > Pabbly Connect Webhooks dropdown

  • Click Initial setup, a pop-up dialog box appears

  • Copy the webhook link above and paste it under the Webhook URL field and Enter your trigger column name and click on Submit

  • Enable Send on Event to send the data

5 . Click on Capture webhook response

6 . The data gets captured from the Excel sheet.

7 . Click on Action and connect your Clientjoy account

8 . Fill in the details by mapping them with the sheet

9 . Click on Save & Sent Test Request

10 . Once you get the message that the lead is created successfully then click on Save.

11 . Then you are all set to use it.

If you have any questions reach out to us at [email protected]

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