Author: Nitin Maheshwari

Learn how to automate email sending to multiple recipients listed in Google Sheets using Pabbly Connect, Fluent Forms, and Gmail. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Email Automation

To email multiple recipients listed in Google Sheets, first, access Pabbly Connect. This platform allows you to automate workflows between various applications effortlessly. Start by creating a free account on the Pabbly Connect website.

After signing up, log in to your account and navigate to the dashboard. Here, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Fluent Forms Email Automation,’ and click on the ‘Create’ button to set up your automation process.

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2. Configuring the Trigger with Fluent Forms

In this section, you will set up the trigger using Fluent Forms. Select ‘Fluent Forms’ as your trigger application in Pabbly Connect. The trigger event will be ‘New Form Submission.’ This means every time a form is submitted, it will initiate the workflow.

• Choose Fluent Forms as the trigger application.
• Select the trigger event as New Form Submission.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your WordPress dashboard, navigate to the settings of Fluent Forms, and under WP Webhooks, paste the copied webhook URL. This connection allows Pabbly Connect to receive data from your form submissions.

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3. Connecting Google Sheets to Fetch Email Addresses

Once the trigger is configured, the next step is to connect Google Sheets to retrieve the email addresses of recipients. In Pabbly Connect, add a new action step and select ‘Google Sheets’ as the application. The action event will be ‘Lookup Spreadsheet Rows.’ This action will search for the specified category in your spreadsheet.

To set this up, connect your Google account, select the spreadsheet that contains the email addresses, and specify the lookup column (e.g., column A for categories). Map the value received from the form submission to dynamically search for the relevant emails.

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4. Sending Emails via Gmail

After fetching the email addresses from Google Sheets, it’s time to send the emails. In this step, add another action in Pabbly Connect and select ‘Gmail’ as the application. Choose the action event ‘Send Email’ to automate the email delivery process.

• Connect your Gmail account to Pabbly Connect.
• Map the email addresses fetched from Google Sheets into the recipient field.
• Compose your email content and subject line.

Make sure to test the connection by sending a test email to ensure everything is working correctly. Once confirmed, your automation is ready to send emails to multiple recipients listed in Google Sheets automatically.

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5. Conclusion: Automate Email Sending with Pabbly Connect

Using Pabbly Connect, you can efficiently automate the process of sending emails to multiple recipients based on data stored in Google Sheets. By integrating Fluent Forms, Google Sheets, and Gmail, you streamline your email marketing efforts and save time.

This setup requires minimal maintenance once configured, allowing you to focus on other aspects of your business while your emails are sent automatically. Start using Pabbly Connect today to enhance your email marketing strategy!

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Learn how to integrate Facebook Lead Ads with Pabbly Connect to automate lead collection. Follow this detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Creating a Facebook Lead Ad with Pabbly Connect

To begin using Pabbly Connect for Facebook Lead Ads, you need to set up a Facebook page. This is essential for running ads and generating leads. Once you have your page ready, navigate to the Meta Business Suite from your Facebook page’s left-hand panel.

In the Meta Business Suite, select the ‘All Tools’ option, and under the ‘Advertise’ section, click on ‘Instant Forms’. Here, you can create a lead generation form by clicking the ‘Create Form’ button. Choose to create a new form, name it (e.g., ‘Lead Form’), and select the form type as ‘More Volume’ for easier submissions.

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2. Designing Your Lead Generation Form

In the lead form creation process, you can customize your form to capture essential information. Start by providing a short greeting and adding default questions like email and full name. To enhance your form, you can click on ‘Add Questions’ to include more fields, such as gender.

• Select question type (short answer or multiple choice).
• Add a description to inform users how their data will be used.
• Include a link to your privacy policy in the Privacy section.

After designing your form, remember to publish it to make it available for your ads. Once published, you can connect this form with Pabbly Connect to automate lead collection.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Now that your lead generation form is ready, it’s time to connect it with Pabbly Connect. Go to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow (e.g., ‘Facebook Lead Ads’) and select the trigger app as ‘Facebook Lead Ads’ with the event set to ‘New Lead Instant’.

After connecting, select your Facebook page and the lead generation form you created earlier. If your form doesn’t appear, ensure it’s published. Once selected, click on ‘Save and Send Test Request’ to prepare for testing the lead generation process.

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4. Testing Your Facebook Lead Ads Integration

To test your integration, you need to generate a test lead. Click on the link provided in Pabbly Connect to access the Facebook Lead Ads testing tool. From there, select your Facebook page and the lead form you created. Click on ‘Preview Form’ to fill out the lead details.

• Fill in the form with sample data (e.g., name, email, gender).
• Click on submit to send the test lead.
• Check Pabbly Connect for the captured lead data.

Once submitted, you should see the captured lead details in your Pabbly Connect workflow. This confirms that your Facebook Lead Ads are successfully integrated with Pabbly Connect.

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5. Sending Data to Other Applications Using Pabbly Connect

After successfully capturing the lead data, you can send it to other applications such as Google Sheets or any CRM. In Pabbly Connect, add a new action step and select the desired application (e.g., Google Sheets). using Pabbly Connect

Configure the action settings by selecting the specific sheet and mapping the fields from your Facebook lead form to the respective columns in Google Sheets. This ensures that every new lead is automatically recorded in your spreadsheet, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to use Facebook Lead Ads with Pabbly Connect to automate lead collection and integrate with other applications. By following these steps, you can efficiently manage your leads and enhance your marketing efforts.

Learn how to integrate Elementor forms with Pabbly Connect to automate form response collection. 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.

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1. Accessing Pabbly Connect for Elementor Integration

To begin the integration process, access Pabbly Connect by logging into your Pabbly account. This platform is essential for connecting your Elementor forms with various applications, automating the workflow effectively.

Once logged in, navigate to the dashboard where you will create a new workflow. This initial step is crucial as it sets the stage for capturing form responses from Elementor directly into Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

Within the Pabbly Connect dashboard, locate the ‘Create Workflow’ button to initiate a new workflow. This is where you will name your workflow, which should reflect its purpose, such as ‘Elementor Form Responses’.

• Click on the ‘Create Workflow’ button.
• Enter a name for your workflow.
• Click on ‘Create’ to proceed.

After clicking on ‘Create’, you will see two windows appear: the trigger window and the action window. The trigger window is where you will set up how Pabbly Connect will respond to form submissions from Elementor.

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3. Setting Up the Trigger for Elementor Form Responses

In the trigger window, search for and select ‘Elementor’ as the app. This integration allows Pabbly Connect to capture new form submissions from your Elementor forms.

Next, in the trigger event dropdown, select ‘New Form Submission’. This action tells Pabbly Connect to listen for any new submissions from the Elementor form. After selecting this option, you will be provided with a webhook URL.

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4. Adding the Webhook URL to Elementor Form

Now, copy the webhook URL provided by Pabbly Connect. This URL is crucial as it allows Elementor to send form submissions directly to your Pabbly workflow.

To add this URL, go to your Elementor form in WordPress, click the edit button, and navigate to the ‘Actions After Submit’ section. Here, choose ‘Webhook’ from the dropdown menu, and paste the copied URL into the designated field. Finally, click on the ‘Update’ button to save the changes.

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5. Testing the Integration with a Dummy Submission

To ensure everything is set up correctly, preview your Elementor form and fill it out with dummy data. For example, you can enter a name, email, mobile number, and city, then click the submit button.

After submitting the form, return to Pabbly Connect to check the trigger window. Here, you should see the details of the form submission, confirming that the integration is successful. This step verifies that Pabbly Connect is effectively capturing the responses from your Elementor form.

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Conclusion

Integrating Elementor forms with Pabbly Connect allows for seamless collection and automation of form responses. By following the steps outlined, you can efficiently set up and test your workflow, ensuring that all submissions are captured accurately.

Learn how to automatically convert Google Slides to PNG or JPEG 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

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1. Accessing Pabbly Connect for Automated File Conversion

To convert Google Slides into PNG or JPEG automatically, first, access Pabbly Connect. This platform serves as the central hub for integrating various applications, including Google Slides and Google Drive. Start by logging into your Pabbly Connect account.

Once logged in, you can create a new workflow. This workflow will allow you to automate the conversion process seamlessly. The integration begins by selecting Google Forms as the trigger application, which will initiate the automation whenever a form is submitted.

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2. Setting Up Google Forms with Pabbly Connect

In this step, you’ll configure Google Forms to send data to Pabbly Connect. Select Google Forms as the trigger application and connect it using the webhook URL provided by Pabbly. This connection allows you to receive form responses directly into your workflow.

• Choose Google Forms as the trigger application.
• Connect using the webhook URL provided by Pabbly Connect.
• Map the necessary fields from the form response.

After mapping the fields, you can proceed to create a new presentation in Google Slides using the details received from the form. This step is crucial for generating the slides that will later be converted into PNG or JPEG formats.

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3. Creating Google Slides from Form Responses

Next, you will create new slides in Google Slides based on the data collected from Google Forms. This process is facilitated by Pabbly Connect, which allows you to select a specific template and fill it with the required details from the form submission.

Once the slide is created, it will be stored in your Google Drive. Ensure that you have set the correct permissions for sharing the file, allowing anyone with the link to access it. This is essential for the next steps in the automation process.

• Select a template in Google Slides.
• Map the details from Google Forms into the slide.
• Store the created slide in Google Drive with appropriate sharing permissions.

After storing the slide, you will receive the file link, which will be used for conversion in the next step.

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4. Using Cloud Convert for File Conversion

To convert the newly created slide into PNG or JPEG format, you will use Cloud Convert integrated with Pabbly Connect. Add an action step in your workflow, selecting Cloud Convert as the action application. Choose ‘Convert a file’ as the action event.

Connect your Cloud Convert account to Pabbly Connect. Once connected, input the PDF link obtained from Google Drive as the file URL for conversion. Specify the input format as PDF and the output format as PNG or JPEG, depending on your requirement.

Select Cloud Convert as the action application. Map the PDF link from Google Drive as the file URL. Choose the desired output format (PNG or JPEG).

After configuring these settings, initiate the conversion process. You will receive a job ID that will be used to track the conversion status in the next step.

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5. Finalizing the Process and Uploading to Google Drive

Once the file conversion is initiated, it is essential to add a delay of 5 to 7 minutes to allow Cloud Convert to complete the process. This delay can be easily set up in Pabbly Connect by adding another action step for a delay.

After the delay, use the job ID received from the Cloud Convert response to get the job details. This will provide you with the URL of the converted PNG or JPEG file. Finally, you can upload this image back to Google Drive using another action step in Pabbly Connect.

Add a delay for 5-7 minutes to allow conversion completion. Use the job ID to fetch the converted file URL. Upload the converted file back to Google Drive.

This completes the automation process, allowing you to convert Google Slides into PNG or JPEG formats effortlessly using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the conversion of Google Slides into PNG or JPEG formats using Pabbly Connect. This powerful integration enables seamless workflows, enhancing productivity by automating file conversions efficiently.

By setting up Pabbly Connect with Google Slides, Google Drive, and Cloud Convert, you can streamline your processes and save time on manual conversions. Start automating your workflows today!

Learn how to automate saving new Eventbrite attendees to Airtable using Pabbly Connect with this step-by-step guide. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Eventbrite Integration

To automate saving new Eventbrite attendees to Airtable, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by visiting the Pabbly Connect website and signing up for a free account if you’re a new user.

Once you’re logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something like ‘Add New Eventbrite Attendees to Airtable Automatically’. This gives a clear indication of what your automation will accomplish.

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2. Setting Up Eventbrite as the Trigger Application

In this step, you will set Eventbrite as the trigger application within Pabbly Connect. Select Eventbrite from the available options and choose the trigger event ‘When a New Order is Placed’. This ensures that every time someone registers for an event, their details will be captured.

• Select ‘Eventbrite’ as the application.
• Choose the trigger event: ‘When a New Order is Placed’.
• Authorize your Eventbrite account to allow Pabbly Connect to access your event data.

After authorizing, select your organization and the specific event you want to track. Click on ‘Save and Send Test Request’ to capture a sample attendee’s details. This step is crucial as it allows Pabbly Connect to receive the data from Eventbrite that will be sent to Airtable.

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3. Fetching Attendee Details from Eventbrite

After successfully capturing the initial trigger, the next step involves fetching the attendee details using the order ID provided by Eventbrite. Within Pabbly Connect, add another action step and select Eventbrite again, this time choosing the action event ‘Get Attendee by Order ID’.

Map the order ID received from the previous step into the input field. This allows Pabbly Connect to retrieve specific details about the attendee. Make sure to test this step to ensure that the correct attendee data is being fetched.

• Select ‘Get Attendee by Order ID’ as the action event.
• Map the order ID from the previous step.
• Test the action to confirm details are fetched correctly.

Once you have the attendee’s details, you can proceed to send this data to Airtable.

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4. Sending Attendee Data to Airtable

In this section, you will set up Airtable as the action application in Pabbly Connect. Select Airtable and choose the action event ‘Create Record’. This will allow you to add the attendee’s information into a specified base and table within Airtable.

Connect your Airtable account by providing the necessary API token and selecting the base and table where you want the attendee details to be stored. Map the fields for attendee name, email, and registration date from the data received from Eventbrite.

Select ‘Create Record’ as the action event. Map the attendee’s name, email, and created date to the corresponding Airtable fields. Save and test the action to ensure data is correctly added to Airtable.

After testing, check your Airtable base to confirm that the attendee details appear correctly, ensuring the integration works as intended.

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5. Automating the Process with Pabbly Connect

Now that you have set up the integration, every time a new attendee registers for your Eventbrite event, their details will be automatically saved to Airtable through Pabbly Connect. This automation saves you time and ensures that your attendee data is always up to date without any manual effort.

You can monitor the workflow in Pabbly Connect, which will execute in real-time, capturing new registrations as they happen. This means you can focus on your event while Pabbly Connect handles attendee management seamlessly.

To finalize, ensure that your workflow is activated and running. You can always revisit Pabbly Connect to make adjustments or to check the history of automated tasks performed.

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Conclusion

By following these steps, you can easily automate the process of saving new Eventbrite attendees to Airtable using Pabbly Connect. This integration streamlines your workflow and enhances your event management efficiency.

Learn how to use Pabbly Connect to automatically add discount tags to Shopify customers when they sign up in MemberPress. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To automatically add discount tags to Shopify customers when they sign up in MemberPress, you will use Pabbly Connect. Start by accessing Pabbly Connect at their official website. If you are a new user, sign up for a free account to get started with automation.

Once logged in, you will see the dashboard. Click on the blue button labeled ‘Create Workflow’. Here, you will provide a name for your workflow, such as ‘Add Discount Tag for MemberPress Signups’. After naming your workflow, click on ‘Create’ to proceed.

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2. Creating the Trigger in MemberPress

In this step, you will set up the trigger in MemberPress using Pabbly Connect. Select MemberPress as your application and choose the trigger event ‘Member Sign Up Completed’. This event will trigger the automation whenever a new member signs up.

• Select ‘MemberPress’ as the application.
• Choose ‘Member Sign Up Completed’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your MemberPress dashboard and go to ‘Add-ons’ > ‘Developer Tools’. Ensure the Developer Tools add-on is active. Then, add a new webhook and paste the copied URL. Save the changes to connect MemberPress with Pabbly Connect.

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3. Testing the Trigger Setup

Now that you have set up the trigger, it’s time to test it. Sign up for a new membership in MemberPress to generate a test submission. After signing up, return to Pabbly Connect and check for the webhook response.

Ensure that the signup details, including the username and email address, are captured correctly in Pabbly Connect. This confirms that the integration is working as expected. You should see the details of the newly signed-up member reflected in the response.

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4. Searching for Existing Shopify Customers

With the trigger successfully tested, the next step involves checking if the new member is an existing Shopify customer. In Pabbly Connect, select Shopify as the next application and choose the action event ‘Find Customer’. This will allow you to search for the customer using their email address.

• Select ‘Shopify’ as the application.
• Choose ‘Find Customer’ as the action event.
• Map the email address from the MemberPress data.

After mapping the email address, click ‘Save and Send Test Request’. This will check if the customer exists in Shopify. If the response is positive, you can proceed to the next step of adding the discount tag.

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5. Adding Discount Tag to Shopify Customer

The final step is to add the discount tag to the Shopify customer’s profile using Pabbly Connect. Select Shopify again, but this time choose the action event ‘Update Customer’. This will allow you to update the customer’s profile with the discount tag.

Map the customer ID from the previous step and enter the discount tag you wish to assign (e.g., ‘Pabbly 25’). Click ‘Save and Send Test Request’ to apply the tag. Once completed, verify the customer’s profile in Shopify to ensure the discount tag has been successfully added.

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Conclusion

By following this tutorial, you have learned how to use Pabbly Connect to automatically add discount tags to Shopify customers when they sign up in MemberPress. This automation not only saves time but also enhances customer experience by providing instant discounts. Start automating your processes with Pabbly Connect today!

Learn how to automate uploading multiple files from Jotform to Dropbox using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating file uploads to Dropbox, you first need to access Pabbly Connect. This platform simplifies integration tasks between various applications, making it ideal for connecting Jotform and Dropbox.

Begin by signing up for a free account on the Pabbly Connect website. Once registered, log in to your dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button and provide a name, such as ‘Upload Multiple Files from Form to Dropbox.’ This sets the stage for your automation process.

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2. Setting Up the Trigger with Jotform

In this step, you will configure the trigger for your workflow using Jotform. Select Jotform as your trigger application in Pabbly Connect and choose the event ‘New Response’. This event will initiate the workflow whenever a new form submission is received.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to the Jotform settings and find the Integrations tab. Here, you will paste the webhook URL into the Webhooks integration field. This connection allows Pabbly Connect to receive the file data submitted through the form.

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3. Capturing Form Responses

Once the webhook is set up, it’s time to test the integration by submitting a form. Fill out your Jotform with sample data, including multiple file uploads. After submission, Pabbly Connect will capture the response data, including file links and names.

Ensure that the form captures the data correctly by checking the response section in Pabbly Connect. The response will display arrays containing file names and links. This data is essential for the next steps in the automation process.

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4. Using Iterator to Separate Files for Dropbox

To upload files to Dropbox, you need to use the Iterator feature in Pabbly Connect. This feature helps separate the file names and links into individual entries. Add an Iterator step to your workflow and select the array containing file names.

• Select the file names array in the Iterator step.
• Map the output to the next action step for uploading files to Dropbox.
• Repeat this for the links array to ensure each file is processed correctly.

This setup ensures that each file is handled one at a time, preventing any errors during the upload process to Dropbox.

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5. Uploading Files to Dropbox

Now that you have separated the file names and links, it’s time to upload them to Dropbox. In Pabbly Connect, select Dropbox as your action application and choose the ‘Upload File’ action event. Connect your Dropbox account to allow Pabbly Connect to perform uploads.

Map the file name and URL from the Iterator output to the corresponding fields in the Dropbox upload action. Specify the folder path where you want the files to be stored. After configuring the settings, test the connection to ensure everything is set up correctly.

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Conclusion

By following this tutorial, you can automate the process of uploading multiple files from Jotform to Dropbox using Pabbly Connect. This integration saves time and effort, ensuring that all file submissions are handled seamlessly without manual uploads.

Learn how to get email notifications when a new record is created in Airtable using Pabbly Connect for seamless integration with Gmail. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, navigate to the Pabbly website by typing ‘Pabbly.com/connect’ in your browser. Once there, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up’ button to create your account, which only takes a couple of minutes and grants you 100 free tasks.

After signing in, you will be directed to the applications page. Here, locate and click on the Pabbly Connect option. This will lead you to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to begin setting up the integration between Airtable and Gmail.

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2. Setting Up the Trigger with Airtable

In this step, we will set up Airtable as the trigger application using Pabbly Connect. Your objective here is to get email notifications whenever a new record is created in Airtable. Select Airtable as your trigger application and choose the ‘New Record’ event. This event will trigger the workflow every time a new entry is added.

• Select Airtable as the trigger application.
• Choose the ‘New Record’ trigger event.
• Click on ‘Connect’ to link your Airtable account.

After clicking on connect, you will need to authenticate your Airtable account by providing the API key. Once connected, fill in the required fields, including the base and table from which you want to fetch data. Ensure that you have a field named ‘Created’ in your Airtable schema to track the creation time of records, as this is essential for the trigger to function properly.

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3. Configuring Gmail as the Action Application

Next, you will set up Gmail as the action application in your Pabbly Connect workflow. This action will send an email notification to your team whenever a new record is created in Airtable. Select Gmail and choose the ‘Send Email’ action event.

Click on ‘Connect’ to link your Gmail account. You will be prompted to authorize Pabbly Connect to send emails on your behalf. After successful authorization, you will be able to map the data received from Airtable into your email template.

• Choose Gmail as the action application.
• Select the ‘Send Email’ action event.
• Map the email fields such as recipient, subject, and body.

In the email mapping section, enter the recipient’s email address (e.g., [email protected]) and provide a subject like ‘New Lead Notification’. In the email body, include the details of the new record such as the full name, email address, and contact number. Once you’ve mapped all the necessary fields, click on ‘Save and Send Test Request’ to verify the integration.

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4. Testing the Integration and Verifying Emails

After configuring both Airtable and Gmail in Pabbly Connect, it’s crucial to test the integration. Add a new record in your Airtable base to see if the email notification is sent successfully. Ensure the new record includes the required fields such as full name, email address, and contact number.

Once you add a new record, wait for the polling time of 10 minutes, as set in the trigger configuration. After this time, check your Gmail inbox for the notification email. You should see an email with the subject ‘New Lead Notification’ and the details of the newly created record.

Add a new record in Airtable. Wait for 10 minutes for the trigger to check for new data. Verify the email notification in your Gmail inbox.

Upon receiving the email, you can confirm that the integration is functioning correctly. This means that every time a new record is created in Airtable, an email notification will be sent automatically through Pabbly Connect.

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5. Conclusion

Integrating Airtable and Gmail using Pabbly Connect allows you to receive immediate email notifications whenever a new record is created. By following the steps outlined above, you can set up this automation effortlessly, ensuring your team stays informed about new leads and updates in real-time.

With the ability to customize email content and recipient details, Pabbly Connect provides a powerful solution for streamlining your workflow. Start using this integration today to enhance your team’s communication and efficiency.

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Discover top automations for sending notifications to customers using Pabbly Connect. Learn how to integrate Facebook, YouTube, Google, Box, Salesforce, Shopify, and WooCommerce. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Send WhatsApp Notifications for WooCommerce Orders

The first automation focuses on sending WhatsApp notifications for WooCommerce orders using Pabbly Connect. This integration is crucial for e-commerce business owners to keep customers informed about their orders. By setting this up, whenever a new order is received, Pabbly Connect automatically sends a WhatsApp message to the customer with the order details.

To implement this automation, follow these steps:

• Login to your Pabbly Connect account.
• Create a new workflow and select WooCommerce as the trigger application.
• Choose the trigger event as ‘New Order’.
• Connect your WooCommerce account to Pabbly Connect.
• Set up the WhatsApp action to send a message to the customer with order details.

This automation enhances customer experience by providing timely updates about their purchases, all managed seamlessly through Pabbly Connect.

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2. Automatically Send SMS for Phone Submission

The second automation involves sending SMS notifications for phone submissions using Pabbly Connect. This is particularly useful when you collect user details through online forms. Whenever a user submits a form, Pabbly Connect can automatically send a thank-you SMS or confirmation message.

To set up this automation, you can follow these steps:

• Log in to Pabbly Connect.
• Create a new workflow and choose Google Forms as the trigger application.
• Select the trigger event ‘New Form Response’.
• Connect your Google Forms account to Pabbly Connect.
• Set up Twilio as the action application to send SMS notifications.

This automation helps businesses maintain communication with users efficiently, ensuring they receive immediate feedback after form submissions, facilitated by Pabbly Connect.

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3. Send WhatsApp Message to New Salesforce Leads

The third automation focuses on sending WhatsApp messages to new leads created in Salesforce through Pabbly Connect. This integration allows businesses to nurture leads effectively by sending timely messages directly to potential customers.

To configure this automation, follow these steps:

Access your Pabbly Connect dashboard. Create a new workflow and select Salesforce as the trigger application. Choose ‘New Lead’ as the trigger event. Connect your Salesforce account to Pabbly Connect. Set up WhatsApp as the action application to send a message to the new lead.

This automation ensures that every new lead is promptly contacted, improving chances of conversion, all managed through Pabbly Connect.

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4. Send Bulk SMS from Google Sheets

Pabbly Connect. This is ideal for sending promotions or updates to a large customer base efficiently.

To set up this automation, follow these steps:

Log into your Pabbly Connect account. Create a new workflow and choose Google Sheets as the trigger application. Select the trigger event ‘New Row’. Connect your Google Sheets account to Pabbly Connect. Set up an SMS application like Twilio as the action to send messages to all listed contacts.

This setup allows for mass communication with customers, ensuring they receive important updates without manual effort, all streamlined by Pabbly Connect.

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5. Send WhatsApp Message to New Facebook Leads

The final automation discusses sending WhatsApp messages to new leads generated from Facebook Lead Ads using Pabbly Connect. This integration helps in promptly contacting leads generated through Facebook campaigns.

To configure this automation, follow these steps:

Access your Pabbly Connect dashboard. Create a new workflow and select Facebook Lead Ads as the trigger application. Choose ‘New Lead’ as the trigger event. Connect your Facebook account to Pabbly Connect. Set up WhatsApp as the action application to send messages to the new leads.

This automation allows businesses to engage with potential customers immediately after they show interest, enhancing customer relationship management via Pabbly Connect.

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Conclusion

In conclusion, these top 5 automations using Pabbly Connect provide effective solutions for sending notifications to customers through various channels like WhatsApp and SMS. By integrating applications such as WooCommerce, Salesforce, and Google Sheets, businesses can enhance their communication strategies and improve customer relations.

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

• Check out Pabbly Connect – Automate your business workflows effortlessly!
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Learn how to automate task creation in Asana from Airtable records using Pabbly Connect with this detailed tutorial. Streamline your workflow today! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by navigating to the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up’ button, which allows you to create an account in under two minutes. As a bonus, you will receive 100 free tasks upon account creation.

Once you have signed in, you will be directed to the applications page. Now, locate and click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start setting up your integration. You will be prompted to name your workflow, which can be something like ‘Airtable to Asana Tasks’. This identifies the purpose of your automation clearly.

• Click on the ‘Create’ button to initiate the workflow.
• Select Airtable as your trigger application.
• Choose ‘New Record’ as the trigger event.

After selecting the trigger event, Pabbly Connect will check for new records every 10 minutes, ensuring that your workflow is efficient and up to date. You will then need to connect your Airtable account to Pabbly Connect.

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3. Connecting Airtable to Pabbly Connect

To connect Airtable, click on the ‘Add New Connection’ button in Pabbly Connect. You will be prompted to enter an API key, which you can obtain from your Airtable account. Log into Airtable, navigate to your account settings, and copy the API key provided.

Once you have copied the API key, return to Pabbly Connect and paste it into the required field. Click on ‘Save’ to establish the connection. After setting up the connection, you will need to map the necessary fields from Airtable, such as the base and table from which you want to pull information.

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4. Setting Up Asana Integration via Pabbly Connect

After successfully connecting Airtable, the next step is to set up Asana as your action application. In the Pabbly Connect workflow, click on the action application option and select Asana. For the action event, choose ‘Create Task’. This will allow you to automate the task creation process in Asana based on new records in Airtable.

• Click on ‘Connect’ to link your Asana account to Pabbly Connect.
• Authorize Pabbly Connect to access your Asana account.
• Map the fields from Airtable to the corresponding fields in Asana.

Mapping is crucial as it ensures that each task created in Asana reflects the correct information from Airtable. Once all fields are mapped, click on ‘Save & Send Test Request’ to verify that the integration works correctly.

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5. Testing the Integration in Real Time

Now that you have set up the integration, it is time to test it in real time. Go back to your Airtable account and add a new record with the task details. Once you save the new record, wait for Pabbly Connect to check for updates after the 10-minute polling period.

After the waiting period, check your Asana account to see if the new task has been created successfully. If everything is set up correctly, you should see the new task appear in your designated Asana project. This confirms that your integration is working flawlessly and automating your workflow between Airtable and Asana.

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Conclusion

In this tutorial, we explored how to create Asana tasks from Airtable records using Pabbly Connect. By following the precise steps outlined, you can streamline your workflow and enhance productivity. Automate your task management today with Pabbly Connect and enjoy a seamless experience!