This article will discuss the process of combining Google Sheets with Zoho Books. By integrating these two platforms, you can automatically generate customer profiles in Zoho Books whenever their information is entered into your Google Sheets spreadsheet.
This automation requires a one-time setup, for which we will use Pabbly Connect.
Initially, we will establish a connection between Google Sheets and Pabbly Connect to collect customer details from your spreadsheet. Following that, we will link Pabbly Connect to Zoho Books, which will allow us to generate new customer profiles using the data we have gathered.
Steps to Automatically Create Zoho Books Customers from Google Sheets
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Google Sheets and Pabbly Connect
3. Setup Zoho Books as the Action App to Create Customers
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Google Sheets and Pabbly Connect
Now, let’s discuss the steps to establish a connection between Google Sheets and Pabbly Connect, which will allow us to extract data from Google Sheets.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Google Sheets.
Choose ‘Google Sheets’ as the Trigger App and select ‘New or Updated Spreadsheet Row’ as a Trigger Event.
B. Webhook URL
A new Webhook URL will be generated for you. You will utilize this URL to establish a connection between your Google Sheets account and Pabbly Connect. Copy the Webhook URL.
Once you have copied the Webhook URL, Pabbly Connect will begin searching for data from your Google Sheets account, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Google Sheets Account
To connect with your Google Sheets account, open the spreadsheet where you wish to input the data, click on Extensions > Add-ons > Get add-ons, and search for ‘Pabbly Connect Webhook’.
After installing the add-on, again click on Extension > Pabbly Connect Webhooks > Initial Setup.
Paste the Webhook URL that we copied earlier, and in the Trigger Column, mention the name of the last column in which the data is available, and click on ‘Send Test’.
Now that the data is sent successfully – click on ‘Submit’.
Now, click on Extension > Pabbly Connect Webhooks > ‘Send On Event’.
To confirm our established connection, ensure that the data you entered is visible by switching to Pabbly Connect and expanding the Response Received section.
We have established a link between Google Sheets and Pabbly Connect. Any data entered into your Google Sheets spreadsheet will be automatically captured by Pabbly Connect.
Step 3:- Setup Zoho Books as the Action App to Create Customers
Action allows us to choose the application that will get executed by the workflow trigger.
Our goal is to utilize the data that has been collected from Google Sheets to generate contacts in Zoho Books. As a result, Zoho Books will serve as our designated Action App.
A. Action App
Choose ‘Zoho Books’ as the Action App, select ‘Create Contact’ as your Action Event, and click on ‘Connect’.
B. Connect Zoho Books Account
To connect with your Zoho Books account, select ‘Add New Connection’ and click on ‘Connect With Zoho Books’.
Enter your Domain Name, and click on ‘Save’. Also, grant the authorization.
Select the Organization for which you want to create the contacts.
C. Map Necessary Fields
After successfully linking your Zoho Books account, your next step is to map the required details from the previous step. Mapping guarantees that our data is dynamic and adjusts in accordance with the received responses.
Map the Contact Name from the above step.
Similarly, map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the contact will be added to your Zoho Books customers list.
Our automation process is finished, and we have effectively integrated Google Sheets with Zoho Books. From now on, any time you input customer details into Google Sheets, they will be automatically utilized to produce new customers in Zoho Books.
You can copy this entire workflow by clicking this link.
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