How to Automate Your Business Data Collection Process with Pabbly Connect

Learn how to automate your business data collection process using Pabbly Connect with this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate your business data collection process, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly website and signing up for a free account if you don’t have one already.

Once you’ve created an account or logged in, you’ll be directed to the dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This action will take you to the workflow creation area where you can set up your automation.

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect that integrates your applications. Click on ‘Create Workflow’ and name it something descriptive, like ‘Pipedrive to Gmail’.

• Click on the ‘Create’ button to proceed.
• You will see two windows: the Trigger window and the Action window.

Set the trigger by selecting Pipedrive from the apps list and choose the trigger event as ‘New Lead’. This ensures that whenever a new lead is added in Pipedrive, the automation will be initiated through Pabbly Connect.

3. Connecting Pipedrive to Pabbly Connect

Next, you need to connect your Pipedrive account to Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’. You will need your Pipedrive API token, which can be found in your Pipedrive account settings under ‘API’.

After entering the API token into Pabbly Connect, click on ‘Save and Send Test Request’. This action will retrieve the details of the most recently added lead from Pipedrive, confirming that the connection is successful.

4. Automating Lead Assignment Using Pabbly Connect

Once the lead details are captured, the next step is to automate lead assignment. In the Action window, add a new action step by selecting ‘Number Formatter’ from the list of features in Pabbly Connect. This tool will help implement a round-robin assignment algorithm.

• Set the initial value of the counter to 1.
• Choose ‘Increment’ as the operation to increase the count with each new lead.
• Reset the counter after reaching the number of team members.

By implementing this counter, you can ensure that leads are assigned to team members in a sequential manner. Each time a new lead comes in, the counter will increment, and the lead will be assigned accordingly.

5. Sending Emails to Team Members via Gmail

After setting up the counter, the final step is to send emails to team members using Gmail. Add another action step and select Gmail as the application. Choose the action event as ‘Send Email’.

Connect your Gmail account to Pabbly Connect and enter the email address of the team member who should receive the new lead details. In the email content, map the lead details retrieved from Pipedrive, such as name, email, title, and amount.

Conclusion

In this tutorial, we explored how to automate your business data collection process using Pabbly Connect. By integrating Pipedrive and Gmail, you can efficiently manage your leads and ensure timely follow-ups with your team members. This automation not only saves time but also enhances productivity in your business operations.