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

Let's take an example that 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 trigger, you can choose Google sheets and in Action, you can choose 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 app

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

 

 

  • Click Intial setup, a pop up dialog box appears

 

 

  • Copy the webhook link above and paste it under 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 support@clientjoy.io