How to Send WhatsApp Messages on New Google Form Submission Using Pabbly Connect

Learn how to automate WhatsApp messages for new Google Form submissions using Pabbly Connect with this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for WhatsApp Integration

To begin with the automation process of sending WhatsApp messages on new Google Form submissions, you must first access Pabbly Connect. This platform allows you to connect various applications seamlessly.

Start by visiting the Pabbly Connect website and signing up for a free account. Once logged in, you will be directed to the dashboard where you can create your workflow. Click on the blue button to initiate a new workflow and name it appropriately, such as ‘Send WhatsApp Message on Google Form Submission’.


2. Creating a Trigger in Pabbly Connect from Google Forms

In this section, you will set up a trigger that activates when a new response is submitted in Google Forms. Select Google Forms as your trigger application within Pabbly Connect.

  • Choose the trigger event as ‘New Response Received’.
  • Copy the generated webhook URL provided by Pabbly Connect.
  • Follow the instructions to link this URL with your Google Form.

To connect the webhook, open your Google Form and navigate to the associated Google Sheet. From the Sheet, click on ‘Extensions’, then ‘Add-ons’, and install the Pabbly Connect Webhooks add-on if you haven’t done so already. Once installed, access it and set up the initial configuration by pasting the webhook URL.


3. Making a Dummy Submission to Test the Trigger

After setting up the webhook, it’s essential to test whether the integration works as intended. You will need to make a dummy submission in your Google Form to capture the data. using Pabbly Connect

Fill out the form with sample data, such as a name, email address, and phone number. Once submitted, this data should automatically populate in the linked Google Sheet. Ensure that the trigger column is set to the last column of your data entries, which will be used to trigger the webhook.

  • Check that the submission data appears in the Google Sheet.
  • Return to Pabbly Connect to verify that the data has been captured.

Once you confirm that the data is received in Pabbly Connect, you can proceed to the next step of sending the WhatsApp message.


4. Configuring WhatsApp Messaging with Pabbly Connect

Now that you’ve established the trigger, it’s time to set up the action that sends a WhatsApp message. For this, select the Interact application within Pabbly Connect as your action application.

Choose the action event ‘Send WhatsApp Template Message’. You will need to connect your Interact account by providing the secret key. This key can be found in your Interact account settings. After connecting, you will specify the phone number and the message template you wish to send.

Map the phone number from the Google Form submission to the WhatsApp message. Specify the template code and language for the message. Attach any necessary documents or brochures as needed.

Once all fields are filled and mapped correctly, click the test button to send a sample message. This action will demonstrate that the entire workflow from Google Forms to WhatsApp via Pabbly Connect is functioning as expected.


5. Finalizing and Automating Your Workflow with Pabbly Connect

After successfully testing the WhatsApp message, ensure your automation is set to run in real-time. In Pabbly Connect, enable the setting that allows sending on event, so every new form submission triggers the WhatsApp message automatically.

Now your setup is complete! Whenever a new response is submitted through your Google Form, the specified WhatsApp message will be sent automatically to the user without any manual intervention.

This integration not only saves time but also enhances communication with your clients, ensuring they receive timely responses. With Pabbly Connect, you can automate many other tasks and connect various applications seamlessly.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send WhatsApp messages automatically upon new Google Form submissions. This integration streamlines communication and enhances user experience effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send WhatsApp Messages to New Facebook Leads Using Pabbly Connect

Learn how to send WhatsApp messages to new Facebook leads with Pabbly Connect. This detailed tutorial covers each step of the integration process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start sending WhatsApp messages to new Facebook leads, first, access Pabbly Connect. Go to the URL Pabbly.com/connect, where you will find options to sign in or sign up. If you’re a new user, signing up is quick and grants you 100 free tasks.

After signing in, you will land on the applications page. Select Pabbly Connect to access the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin the integration process.


2. Creating a Workflow in Pabbly Connect

Once in Pabbly Connect, you need to name your workflow. This workflow will automate sending WhatsApp messages every time a new lead is captured through Facebook Lead Ads. After naming, click on ‘Create’ to proceed.

In this step, you will set a trigger and an action. The trigger application will be Facebook Lead Ads, and the action application will be the service that sends WhatsApp messages. Select the trigger event as ‘New Lead Instant’ to trigger the workflow whenever a new lead is submitted.

  • Select ‘Facebook Lead Ads’ as the trigger application.
  • Choose ‘New Lead Instant’ as the trigger event.
  • Connect your Facebook account to Pabbly Connect.

After setting up the trigger, you will be prompted to select the Facebook page and lead generation form associated with it. This step is crucial for accurately capturing leads.


3. Testing Lead Collection from Facebook

Now that your trigger is set, it’s time to test the integration. Fill out your lead generation form on Facebook to generate a new lead. Ensure you provide all required information, such as email, full name, and phone number.

After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the API response, allowing you to see if the lead data has been captured correctly.

  • Fill out the lead generation form with test data.
  • Submit the form to generate a lead.
  • Check for the API response in Pabbly Connect.

Once the data is captured, you will see the email, full name, and phone number displayed in Pabbly Connect, confirming that the trigger is working correctly.


4. Sending WhatsApp Messages through Pabbly Connect

With the lead data now available, the next step is to configure the action to send a WhatsApp message. Select the action application as ‘Interact’ and choose the event ‘Send WhatsApp Template Message’. This action will facilitate sending customized messages to the new leads.

To connect with Interact, you will need a secret key from your Interact account. Once you have logged into Interact, copy the secret key and paste it into Pabbly Connect to establish the connection.

Select ‘Interact’ as the action application. Choose ‘Send WhatsApp Template Message’ as the action event. Input the required fields including phone number and message template.

Map the phone number and other variables from the lead data collected earlier. Once everything is configured, click on ‘Save and Send Test Request’ to send the WhatsApp message to the new lead.


5. Confirmation of Successful Integration

After sending the test request, check your WhatsApp to confirm that the message has been received. You should see a customized message addressed to the lead, confirming that the integration was successful.

To verify, you can fill out the lead generation form again with a different set of test data. Repeat the process to ensure that each new lead receives a WhatsApp message automatically, demonstrating the effectiveness of Pabbly Connect in automating this workflow.

Check WhatsApp for the received message after submitting the lead form. Repeat the lead submission to test multiple entries. Ensure the messages are sent correctly and promptly.

This confirms that your integration is complete, and you can now successfully send WhatsApp messages to new Facebook leads using Pabbly Connect.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to new Facebook leads. By following these steps, you can automate your communications effectively, ensuring prompt responses to potential customers.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send WhatsApp Messages from Google Sheets Using Pabbly Connect

Learn how to integrate Google Sheets with WhatsApp to send messages in bulk using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. 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 WhatsApp Integration

To start the integration process for sending WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and navigate to the Pabbly Connect section. If you are an existing user, simply sign in; new users can sign up for free and receive 100 free tasks during account creation.

Once logged in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to initiate your WhatsApp messaging setup. Here, you will need to name your workflow, such as ‘Send WhatsApp Messages from Google Sheets in Bulk’, and click on ‘Create’ to proceed.


2. Setting Up the Schedule Trigger in Pabbly Connect

The next step in your integration using Pabbly Connect is to set up a schedule trigger. This allows you to automate when your workflow will run. In the trigger section, search for the ‘Schedule’ application. Choose how often you want the workflow to run; for this example, we’ll select ‘Once’. Set the specific date and time you want the messages to be sent.

  • Select the date for sending messages.
  • Set the time for when the messages should be sent.

After saving the schedule, you will proceed to add the action application. In this case, select ‘Google Sheets’ and choose the action event as ‘Get Rows’. This is where you will retrieve the contact details from your Google Sheet.


3. Connecting Google Sheets with Pabbly Connect

Now that you have set the trigger, the next step in Pabbly Connect is to connect your Google Sheets account. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to sign in to your Google account and grant the necessary permissions to allow Pabbly Connect to access your sheets.

Once connected, select the spreadsheet containing your contact information. For this tutorial, we will use a sheet named ‘Employee Details’. Specify the range from which you want to retrieve data, starting from A2 to C, ensuring that all relevant rows are included.


4. Sending WhatsApp Messages Using Pabbly Connect

After successfully retrieving data from Google Sheets, the next action involves sending WhatsApp messages. To do this, add a new action step and select ‘Interact’ as your application. Choose the action event as ‘Send WhatsApp Template Message’. This integration is facilitated through Pabbly Connect to ensure seamless communication.

  • You will need to provide the country code and phone number.
  • Map the phone number from the data retrieved from Google Sheets.
  • Specify the template code name for the message.

Fill in all required fields, including the message body and any variables. Once all fields are completed, click ‘Save and Send Test Request’. If done correctly, you should receive a confirmation that your WhatsApp message has been sent successfully.


5. Conclusion: Automating WhatsApp Messaging with Pabbly Connect

Using Pabbly Connect to send WhatsApp messages from Google Sheets is an efficient way to automate communication with your contacts. In this tutorial, we demonstrated how to set up a scheduled trigger, connect Google Sheets, and send template messages through WhatsApp.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This integration not only saves time but also ensures that your messages reach the intended recipients without manual effort. With Pabbly Connect, you can easily manage and automate your messaging tasks, enhancing your productivity.


How to Send WhatsApp Notifications to New Users Registered on WordPress Using Pabbly Connect

Learn how to automate sending WhatsApp notifications to new WordPress users using Pabbly Connect. Step-by-step guide for seamless integration! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for WhatsApp Notifications

To start sending WhatsApp notifications to new users registered on your WordPress site, you need to set up Pabbly Connect. This platform will serve as the central hub for your automation process. First, sign up for a free account on Pabbly Connect and access the dashboard.

Once you’re on the dashboard, click on ‘Create Workflow’. Name your workflow something relevant, like ‘WordPress to Interact’. This workflow will link your WordPress site with the WhatsApp API through Pabbly Connect, allowing you to automate notifications.


2. Configuring the Trigger for New User Registrations

In this step, you will configure the trigger to detect new user registrations on your WordPress site. In the trigger window of Pabbly Connect, search for and select ‘WordPress’ as the application.

  • Select the trigger event as ‘User Registers’ from the dropdown menu.
  • Pabbly Connect will generate a webhook URL. Copy this URL for the next steps.

Now, head over to your WordPress dashboard and install the ‘WP Webhooks’ plugin. After installation, go to the settings of WP Webhooks, click on ‘Send Data’, and select ‘User Created’ as the event. Add the webhook URL you copied from Pabbly Connect here, and click on ‘Add Webhook’. This connects your WordPress site to Pabbly Connect.


3. Testing the Registration Trigger

Now that your trigger is set up, it’s time to test it. Open an incognito tab and navigate to the registration page of your WordPress site. Fill in the registration form with a test user’s details, including a valid mobile number for WhatsApp notifications.

Once you submit the registration form, return to Pabbly Connect and confirm that it shows a response from the new user registration. You should see all the details you entered, confirming that the integration is working correctly.


4. Configuring the Action to Send WhatsApp Notifications

Next, you’ll set up the action that sends WhatsApp notifications using the Interact API. In the action window of Pabbly Connect, search for ‘Interact’ and select it. Then, choose the action event ‘Send WhatsApp Template Message’.

  • Connect your Interact account by entering the secret key from your Interact settings.
  • Map the phone number field using the full mobile number received from the WordPress trigger.

Next, enter the template code for the WhatsApp message you want to send. Ensure this template is pre-approved in your Interact account. Finally, customize the message body to include dynamic variables like the user’s name, ensuring each message is personalized.


5. Verifying and Testing the WhatsApp Notifications

After configuring the action, click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, you should receive a WhatsApp message on the mobile number provided during registration.

To verify, check the WhatsApp account associated with the mobile number you registered. The message should contain a personalized greeting and any other information you included in the template. This confirms that your automation is functioning as expected.


Conclusion

By following these steps, you can successfully automate WhatsApp notifications for new users registered on your WordPress site using Pabbly Connect. This integration not only enhances user experience but also streamlines communication with your audience. Start implementing this automation today for effective user engagement!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Get Automatic WhatsApp Reminders from Google Calendar Using Pabbly Connect

Learn how to automate WhatsApp reminders from Google Calendar using Pabbly Connect with this step-by-step tutorial. Get event details directly on WhatsApp! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for WhatsApp Reminders

To start automating WhatsApp reminders from Google Calendar, you need to access Pabbly Connect. This platform allows you to create automated workflows easily. First, sign up for a free account on Pabbly Connect by following the link provided in the description.

Once you are logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this setup, you can name it ‘Google Calendar to WhatsApp Reminder’. After naming, click on the ‘Create’ button to proceed.


2. Configuring the Trigger in Pabbly Connect

In this section, we will configure the trigger that will initiate the automation process. Select the ‘Schedule’ option from the trigger window in Pabbly Connect. This feature allows you to set a specific time for the automation to run daily.

Choose the frequency as ‘Every Day’ and set the time to when you want to receive your reminders. For example, you can set it to 8 AM. This way, every morning at 8 AM, Pabbly Connect will execute the workflow to fetch today’s events from Google Calendar.


3. Fetching Today’s Events from Google Calendar

After setting the trigger, the next step is to fetch today’s events from Google Calendar. In the action window, search for ‘Date Time Formatter’ and select it. This will allow you to get the current date, which is essential for filtering events.

For the action event, select ‘Current Date’. You will need to specify the format in which you want to receive the date. Choose the format as YYYY-MM-DD and ensure the time is not included. After saving this step, proceed to add another action step where you will select ‘Google Calendar’ to retrieve event details.

  • Select ‘Search Events Advance’ as the action event.
  • Connect your Google Calendar account and select the calendar from which you want to fetch events.
  • Set the time range for fetching events using the current date mapped earlier.

This setup will ensure that Pabbly Connect retrieves all events scheduled for today.


4. Sending WhatsApp Messages with Event Details

With today’s events fetched, the next step is to send these details as WhatsApp messages. In the action step, select ‘Interact’ as the application to send WhatsApp messages. Choose ‘Send WhatsApp Template Message’ as the action event.

To connect your Interact account, you will need a security key from your Interact account settings. Once connected, specify the phone number where you want to receive the reminders and select the template you created in Interact for WhatsApp messages.

  • Enter the country code and your WhatsApp number.
  • Map the dynamic variables from the Google Calendar event details into the WhatsApp message template.
  • Test the configuration to ensure that the message is sent successfully.

This method ensures that every day, you receive a WhatsApp message with all your event details, thanks to Pabbly Connect.


5. Testing and Activating Your Workflow

Once all the steps are configured, it’s crucial to test your workflow to ensure everything is functioning correctly. Use the test feature in Pabbly Connect to simulate the workflow execution. Check that the WhatsApp messages are received as expected.

If the test is successful, activate your workflow. Now, every day at the scheduled time, Pabbly Connect will automatically fetch your Google Calendar events and send you reminders via WhatsApp, keeping you updated on your daily schedule.


Conclusion

By using Pabbly Connect, you can seamlessly automate the process of receiving WhatsApp reminders for your Google Calendar events. This integration not only saves time but also ensures you never miss an important event. Start using this powerful automation today!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Google Forms with Basecamp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Google Forms responses as Basecamp to-dos using Pabbly Connect. Follow this detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect into your browser. This will take you to the landing page of Pabbly Connect.

On the landing page, you will see options to either sign in or sign up for free. If you’re an existing user, click on the ‘Sign In’ button; if you are new, click on ‘Sign Up’ to create an account, which takes less than two minutes. You’ll receive 100 free tasks upon signing up.


2. Creating a Workflow in Pabbly Connect

Once you are signed in, navigate to the ‘All Applications’ page and click on Pabbly Connect. Then, click on the ‘Create Workflow’ button to start setting up your integration.

  • Select Google Forms as your trigger application.
  • Choose the trigger event as ‘New Response Received’.
  • Copy the provided webhook URL for integration.

This webhook URL acts as a bridge between Google Forms and Pabbly Connect. You will use this URL in your Google Forms settings to automate the process of creating to-dos in Basecamp.


3. Setting Up Google Forms for Integration

Now, head to your Google Forms account and create a form titled ‘New Task’. This form should include fields for the task name, task description, and due date. Once your form is set up, go to the ‘Responses’ tab. using Pabbly Connect

Click on the three dots in the responses tab and select ‘Select Response Destination’. You can either create a new spreadsheet or select an existing one. For this tutorial, choose to create a new spreadsheet, which will capture all the responses from your Google Form.


4. Configuring Webhooks in Google Sheets

After creating the spreadsheet, go to the ‘Extensions’ menu in Google Sheets, then select ‘Add-ons’ and choose ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh the Google Sheets page.

  • Go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’.
  • Click on ‘Initial Setup’ and paste the webhook URL you copied earlier.
  • Set the trigger column to the final data column where responses will be recorded.

Make sure to check the ‘Send on Event’ option to ensure that new responses trigger the webhook. This setup allows Pabbly Connect to receive data every time a form is submitted.


5. Integrating Basecamp to Create To-Dos

Now that you have set up Google Forms and the webhook, it’s time to configure the action in Pabbly Connect. Choose Basecamp as your action application and select the action event as ‘Create To-Do’.

Connect your Basecamp account by allowing access when prompted. Fill in the required fields such as Account, Project, List ID, Name, Description, and Due Date. Make sure to map these fields correctly from the data received from Google Forms.

Ensure the due date is formatted correctly (Year-Month-Day). Assign the task to the relevant team members by using their IDs.

Once configured, test the workflow to confirm that a new task is created in Basecamp every time a new response is submitted in Google Forms. This demonstrates how Pabbly Connect effectively automates the process, saving you time and effort.


Conclusion

In this tutorial, we explored how to integrate Google Forms with Basecamp using Pabbly Connect. By following these steps, you can automate the creation of to-dos based on form responses, enhancing your productivity and project management efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Eventbrite Attendees to Notion with Pabbly Connect

Learn how to automatically save Eventbrite attendees to Notion using Pabbly Connect. Follow our step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin automating the process of saving Eventbrite attendees to Notion, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate multiple applications effortlessly.

If you are new to Pabbly Connect, sign up for free at Pabbly.com/connect. Existing users can simply log in to their accounts. Once you are logged in, you will see the dashboard where you can start creating your automation workflows.


2. Creating the Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, like ‘Save Eventbrite Attendees to Notion Automatically’.

  • Click on ‘Create’ to proceed.
  • You will see two boxes: Trigger and Action.
  • Select Eventbrite as the Trigger application.

Once selected, choose the trigger event as ‘New Order’. This will ensure that every time someone registers for an event, their details are captured automatically. Click on ‘Connect’ to link Eventbrite with Pabbly Connect.


3. Configuring Eventbrite in Pabbly Connect

To connect Eventbrite, you need to authorize Pabbly Connect to access your Eventbrite account. After successful authorization, select your organization and the specific event for which you want to capture attendee details.

  • Choose the event you created, like ‘Seminar on Growing Your Business Startup’.
  • Click on ‘Save and Send Test Request’ to capture the attendee details.

After clicking the button, you will need to perform a test registration to generate a response. This will allow Pabbly Connect to fetch the attendee details accurately.


4. Fetching Attendee Details from Eventbrite

Once the test registration is complete, return to Pabbly Connect to fetch the attendee details. You may need to add another action step to get detailed information about the attendee.

Search for Eventbrite again and select the action event as ‘Get Attendee by Order ID’. Use the existing connection to proceed. Here, you will map the Order ID received from the test registration to fetch the attendee’s name, email, and other relevant details.


5. Sending Data to Notion Using Pabbly Connect

Finally, to save the attendee details into Notion, add another action step in Pabbly Connect. Search for Notion and select ‘Create Database Item’.

Connect your Notion account and select the page where you want to store the attendee data. Map the fields such as attendee name, email, and created date accordingly. Once everything is set, click on ‘Save and Send Test Request’ to ensure the data is captured correctly in Notion.

Now, every time someone registers for your Eventbrite event, their details will be automatically saved in Notion, streamlining your workflow significantly.


Conclusion

Using Pabbly Connect to automate the process of saving Eventbrite attendees to Notion enhances efficiency and ensures that you never miss an attendee’s details. Follow these steps to set up your integration seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Microsoft Outlook Events to Todoist Tasks Using Pabbly Connect

Learn how to seamlessly integrate Microsoft Outlook events into Todoist tasks using Pabbly Connect with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin integrating Microsoft Outlook with Todoist, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect. Once there, you will find options to either sign in or sign up for a free account.

If you are a new user, click on the sign-up option; it takes less than two minutes. Upon creating your account, you will receive 100 free tasks, which can be used for your integrations. After signing in, click on the ‘Access Now’ button for Pabbly Connect to proceed to the dashboard.


2. Creating a Workflow in Pabbly Connect

Now that you are in the Pabbly Connect dashboard, the next step is to create a workflow that connects Microsoft Outlook and Todoist. Click on the ‘Create Workflow’ button, and a dialog box will prompt you to name your workflow. Name it something descriptive, such as ‘Outlook to Todoist Integration.’ After naming, click on the ‘Create’ button.

  • Select Microsoft Outlook as the trigger application.
  • Choose ‘New Calendar Event’ as the trigger event.
  • Click on ‘Connect’ to set up the connection.

By selecting these options, you are telling Pabbly Connect to monitor your Microsoft Outlook calendar for new events that need to be added to Todoist as tasks.


3. Connecting Microsoft Outlook to Pabbly Connect

After setting the trigger, you will need to connect your Microsoft Outlook account to Pabbly Connect. Click on ‘Add New Connection’ and log into your Microsoft Office 365 account. Grant the necessary permissions to allow Pabbly Connect to access your calendar events.

Once connected, select the specific calendar you want to monitor for new events. For example, if you have multiple calendars, choose the one you will be using for the integration. This step ensures that each new event created in that calendar will be captured by Pabbly Connect.


4. Setting Up Todoist as the Action Application

After successfully connecting Microsoft Outlook, the next step is to set Todoist as the action application in your workflow. Click on the action application field and select Todoist. The action event should be set to ‘Create Task.’ Click on ‘Connect’ to establish this connection.

  • Log into your Todoist account and generate an API token.
  • Paste the API token into Pabbly Connect to complete the connection.
  • Map the task details from Outlook to Todoist, including task name and description.

This mapping is crucial as it allows Pabbly Connect to create tasks in Todoist with the same details as your Outlook calendar events.


5. Testing the Integration

Now that you have set up both applications, it’s time to test the integration. Create a new event in your Microsoft Outlook calendar, for example, a ‘Team Meeting’ scheduled for a specific date and time. Once the event is saved, go back to Pabbly Connect and click on ‘Save and Send Test Request’ to fetch the event details.

If everything is set up correctly, you should see the task created in your Todoist account reflecting the event details from Outlook. Remember that Pabbly Connect checks for new events every 10 minutes, so if you don’t see the task immediately, wait for a few moments.


Conclusion

In this tutorial, we demonstrated how to integrate Microsoft Outlook events into Todoist tasks using Pabbly Connect. By following these steps, you can automate your workflow efficiently and ensure that your tasks are always up-to-date with your calendar events. This integration not only saves time but also enhances productivity.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Google Calendar with Trello Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Trello card creation from Google Calendar events using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Setting Up Pabbly Connect for Automation

To automate the process of creating a Trello card when a Google Calendar event starts, you first need to utilize Pabbly Connect. Begin by visiting the Pabbly Connect website and signing up for a free account. This allows you to access automation tasks needed to integrate Google Calendar and Trello seamlessly.

Once you’ve signed in, you’ll be directed to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. Name your workflow appropriately, such as ‘Google Calendar to Trello Cards,’ and click on the ‘Create’ button to proceed.


2. Choosing Google Calendar as the Trigger

In this step, you will set Google Calendar as the trigger event within Pabbly Connect. Search for ‘Google Calendar’ in the trigger module and select it. The specific trigger event you need to choose is ‘Event Started’. This will ensure that the workflow activates whenever an event starts in your Google Calendar.

  • Select ‘Google Calendar’ from the available options.
  • Choose the trigger event as ‘Event Started’.
  • Click on ‘Connect’ and select ‘Add New Connection’.
  • Sign in with your Google account to grant access.

After signing in, select the specific calendar from which you want to pull events. This connection will allow Pabbly Connect to fetch details of events that are starting, enabling the automation to work effectively.


3. Testing the Google Calendar Trigger

Now that you have set the trigger, it’s time to test it within Pabbly Connect. Click on ‘Save and Send Test Request’ to fetch the details of an event that is currently starting. This step is crucial as it confirms that the integration is working correctly and that you can access the necessary event data.

Once the test request is successful, you will see the event details, including the title, start time, and description. This data will be used in the next step to create a Trello card. Make sure to note the event’s summary as it will be used to name the card in Trello.


4. Creating a Trello Card as the Action

After successfully testing the trigger, the next step is to set Trello as the action in your workflow. Search for ‘Trello’ in the action module and select it. The action event you need is ‘Create a Card’. This will allow you to automatically create a new card in Trello whenever a Google Calendar event starts. using Pabbly Connect

  • Select ‘Create a Card’ as the action event.
  • Connect your Trello account by entering your username, API key, and token key.
  • Choose the board and list where the card will be created.

Map the event details from Google Calendar to the Trello card fields. Use the event title for the card name and include the description. After mapping, click on ‘Save and Send Test Request’ to create the card in Trello. This action will finalize the integration, allowing you to see the new card in your Trello board.


5. Finalizing the Integration and Automation

Once the Trello card is created successfully, the last step is to finalize your automation within Pabbly Connect. This integration will run automatically every 10 minutes, checking for new events in Google Calendar and creating corresponding cards in Trello. This ensures that you never miss out on your tasks.

After setting everything up, you can monitor the triggers and actions within Pabbly Connect. This allows you to make adjustments if necessary and ensures that your workflow is functioning as intended. Once set up, this automation will save you time and keep you organized.


Conclusion

By following these steps, you can easily automate the creation of Trello cards from Google Calendar events using Pabbly Connect. This integration not only streamlines your workflow but also helps you stay organized and on top of your tasks. Embrace the power of automation and enhance your productivity today!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send WhatsApp Notifications When a HubSpot Lead is Created Using Pabbly Connect

Learn how to automate WhatsApp notifications for new HubSpot leads using Pabbly Connect. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To send WhatsApp notifications when a new lead is created in HubSpot, the first step is to access Pabbly Connect. This powerful automation platform allows you to integrate various applications seamlessly. Start by signing up for a free account on Pabbly Connect, which you can do in just a few minutes.

Once you have created your account, navigate to the dashboard. Here, you will find the option to create a new workflow. This workflow will serve as the foundation for your automation, connecting HubSpot and WhatsApp through Pabbly Connect.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘HubSpot to WhatsApp Integration’. This naming helps you identify the workflow easily in the future.

In the workflow editor, you will see two main sections: the Trigger and Action windows. The Trigger is what initiates the automation, while the Action is what happens as a result. To start, select HubSpot as your trigger application.

  • Choose ‘HubSpot’ from the app list.
  • Select the trigger event as ‘New Form Submission’.
  • Copy the webhook URL provided by Pabbly Connect.

After setting this up, you will connect your HubSpot account to Pabbly Connect, ensuring that every new lead submission is captured effectively.


3. Configuring HubSpot for Lead Capture

Next, you need to configure your HubSpot account to send lead data to Pabbly Connect. Go to HubSpot and navigate to the Automations section, then click on ‘Workflows’. Create a new workflow from scratch and set the trigger to be a form submission.

In the workflow setup, select the specific form you want to track for new leads. This step ensures that only submissions from this form will trigger the WhatsApp notification. After selecting the form, add an action to send a webhook, where you will paste the webhook URL from Pabbly Connect.

  • Set the method to POST.
  • Click ‘Save’ to finalize the webhook action.
  • Publish the workflow to activate it.

With this setup, your HubSpot account is now integrated with Pabbly Connect, allowing it to send lead information whenever a new form is submitted.


4. Sending WhatsApp Notifications via Pabbly Connect

Now that your HubSpot is set up, it’s time to configure the action in Pabbly Connect to send WhatsApp notifications. In the Action window, select ‘Interact’ as the application to send WhatsApp messages. Choose the action event as ‘Send WhatsApp Template Message’.

Next, connect your Interact account by entering the required API secret key. This key is essential for authenticating your requests to send messages through WhatsApp. Once connected, you will be prompted to fill in the details for the WhatsApp message.

Map the phone number field from HubSpot responses. Enter the template code name for the WhatsApp message. Specify the language code for the message.

This configuration will ensure that each new lead receives a personalized WhatsApp message, enhancing your communication efficiency.


5. Testing Your Automation Workflow

Finally, it’s crucial to test your entire automation setup in Pabbly Connect. Create a test lead using the designated HubSpot form. Fill in the required fields such as name, email, and mobile number, then submit the form.

After submission, return to Pabbly Connect and check if the webhook received the data correctly. If everything is set up properly, you should see the lead information populated in the Pabbly Connect workflow. Subsequently, a WhatsApp message will be sent to the lead’s number.

To verify, check the WhatsApp account associated with the test lead’s phone number. You should see the message sent as per the template you configured in Interact. This confirms that your automation is functioning perfectly.


Conclusion

By following these steps, you can successfully automate WhatsApp notifications for new leads created in HubSpot using Pabbly Connect. This integration not only streamlines your communication but also enhances your lead management process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.