Pabbly Connect is an automation tool and presents itself as an alternative to Zapier. The interesting thing about the tool is that automation is possible for a large number of applications. As a user, you set certain triggers that trigger certain actions in other tools.
Important: a certain basic technical understanding is required to set the appropriate triggers and create connections to third-party applications. Some third-party applications require manual steps, such as setting certain settings or installing companion applications / add-ons.
Further information:
https://www.pabbly.com/connect/integrations/centralstation-crm/
As an example, we will show you today how to set up the integration between CentralStationCRM and Google Sheets. You can then create a contact in Google Sheets - this will then appear shortly afterwards in CentralStationCRM.
1.) First you need to create an account with Pabbly Connect. Once you have logged in, select the application to be linked in Pabbly (in this case Google Sheets) and then set up a so-called workflow.
2.) Then carry out the following steps to set up the webhook:
Sign in to your Google account and go to Google Sheets.
Create a new spreadsheet and navigate to the “Extensions”, go to the “Add-ons” option and then click on “Get Add-ons”.
Find and install the Pabbly Connect Webhooks add-on and refresh the page.
Go to “Extensions” again and select Pabbly Connect Webhooks. Select “Initial Setup” and enter the specified webhook URL and trigger column.
Click “Send Test” to verify the webhook response and then click the “Send” button to save the initial setup.
Access the Pabbly Connect webhook from the “Extensions” menu and select the event for sending webhook data. That's it. You have successfully set up the webhook as a trigger in your Google Sheets.
Make sure the trigger column is customized to capture new or updated rows.
If you make the change manually in the spreadsheet, the updated data will be sent to Pabbly Connect immediately. Make sure that the Send on event option is enabled in the addon.
If the change is made via an external platform other than Google Forms in the spreadsheet, the trigger is sent once per hour. Make sure you enable the “Send on Schedule” option in the addon.
Click on “Capture Webhook Response” and send a test form to ensure that the new response is captured correctly.
3.) Connection to CentralStationCRM
Now you need to connect to CS CRM and copy the API key there.
4.) Now you need to define what should happen in the CRM. You also do this in Pabbly. In the example, entering a new contact in Google Sheets creates a new contact in the CRM.
5.) Here you can also define which fields are to be assigned exactly where in the CRM - and you can test the sync.
Pabbly Connect has also provided step-by-step video instructions for Google Sheets and this case shown here:
If you cannot find your third-party application in the list of integrations at Pabbly - or if you have further questions about setting up workflows for specific third-party applications, you can also contact Pabbly Support directly:
https://www.pabbly.com/connect/integrations/centralstation-crm/