Author: Nitin Maheshwari

Learn how to automate customer creation in Baremetrics from Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Sheets and Baremetrics Integration

To start integrating Google Sheets with Baremetrics, you need to access Pabbly Connect. First, sign up for a free account on the Pabbly Connect website. You will receive free automation tasks each month to help you test and set up your automations.

Once you have signed in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. You can name your workflow something like ‘Google Sheets to Baremetrics’ to keep it organized.

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2. Configuring the Trigger in Pabbly Connect

The next step is to configure the trigger that will initiate the workflow. In this case, the trigger application is Google Sheets. Search for Google Sheets in Pabbly Connect and select it. using Pabbly Connect

• Select the trigger event as ‘New or Updated Row’.
• Copy the provided webhook URL for connecting to Google Sheets.

After copying the webhook URL, open your Google Sheets document. Ensure you have the Pabbly Connect Webhooks add-on installed. Click on ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’ and paste the webhook URL into the designated field. Specify the trigger column, which is typically the last data entry column, in this case, column C.

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3. Testing the Trigger with Customer Data

After setting up the webhook, it’s time to test the connection. In the Google Sheets add-on, click on the ‘Send Test’ button. This action will send the data from the first row of your spreadsheet to Pabbly Connect. using Pabbly Connect

Once the test is successful, you will see the captured data in Pabbly Connect, confirming that the connection between Google Sheets and Pabbly Connect is working. You should see fields like name, email, and customer ID populated based on your spreadsheet data.

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4. Configuring the Action to Add Customers in Baremetrics

Now, it’s time to set up the action step in Pabbly Connect to add the customer data to Baremetrics. In the action step, search for Baremetrics and select it. using Pabbly Connect

• Choose the action event as ‘Create Customer’.
• Connect to Baremetrics using your API key found in your Baremetrics account settings.

After entering the API key, you will need to map the fields from the trigger step to the action step. Map the customer ID, name, and email from the previous step to the corresponding fields in Baremetrics. This mapping ensures that each time the workflow is triggered, the correct data is sent to Baremetrics.

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5. Finalizing the Integration and Sending Data

With the action step configured, you can now test the entire workflow. Click on the ‘Save and Test’ button in Pabbly Connect. This will send a new customer entry to Baremetrics. using Pabbly Connect

After testing, check your Baremetrics dashboard to confirm that the new customer has been added successfully. You can also use the ‘Send All Data’ option in the Pabbly Connect Webhooks add-on to transfer existing customer data from Google Sheets to Baremetrics in one go.

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Conclusion

Integrating Google Sheets with Baremetrics using Pabbly Connect allows for seamless automation of customer data management. By following the steps outlined in this tutorial, you can efficiently automate the process of adding customers to Baremetrics directly from Google Sheets, enhancing your operational efficiency.

Learn how to integrate Google Calendar with Telegram using Pabbly Connect. This tutorial provides step-by-step instructions for automating event notifications. 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

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1. Accessing Pabbly Connect for Google Calendar and Telegram Integration

To start integrating Google Calendar with Telegram, you first need to access Pabbly Connect. Simply type in the URL Pabbly.com/connect to reach the landing page. Here, you will find options to either sign in if you are an existing user or sign up for free if you are new.

Creating an account is quick and grants you 100 free tasks to explore the platform. Once signed in, navigate to the dashboard where you will find the option to create a workflow. This is where the integration process begins.

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2. Creating a Workflow in Pabbly Connect

Upon reaching the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this integration, you can name it ‘Post New Google Calendar Events to Telegram’. After naming, click on ‘Create’ to proceed. using Pabbly Connect

• Select Google Calendar as the trigger application.
• Choose the trigger event as ‘New Event’.
• Connect your Google Calendar account to Pabbly Connect.

After connecting, you will need to select the specific calendar that you want to monitor for new events. Once this is done, click on ‘Save and Send Test Request’ to confirm the connection.

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3. Creating a New Google Calendar Event

Now that you have set up the trigger, it’s time to create a new event in Google Calendar. Go to your Google Calendar and create an event. For instance, you can title it ‘Demo Event’, set the date to November 14, and the time from 1:30 PM to 2:30 PM.

After saving the event, return to Pabbly Connect and click on ‘Save and Send Test Request’ again. You should receive a response containing the details of the event, including the title, status, and time zone (Asia/Kolkata).

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4. Formatting Date and Time with Pabbly Connect

To send a notification to Telegram, you need to format the date and time correctly. Add another action step in your workflow and choose the ‘DateTime Formatter’ feature by Pabbly Connect. Set the action event to ‘Format Date with Time Zone’.

• Select the start date and time from the previous step.
• Set the time zone to Asia/Kolkata.
• Repeat the process for the end date and time.

Once formatted, you will have the start and end times ready to be included in your Telegram message.

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5. Sending a Message to Telegram

With the date and time formatted, the next step is to send a message to your Telegram group. Add another action step and select Telegram as the application. Set the action event to ‘Send Text Message or Reply’.

Connect your Telegram bot to Pabbly Connect by providing the bot token. You can create a bot using the BotFather in Telegram. After creating the bot, copy the token and paste it into Pabbly Connect.

Now, provide the chat ID of your Telegram group and compose the message. For example, you can write ‘Hey team, we have received a new event through Google Calendar’ followed by the event details. Once done, click on ‘Save and Send Test Request’ to send the message to your group.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the posting of new Google Calendar events to Telegram. By following the steps outlined, you can easily keep your team informed about upcoming events without manual effort. Automate your workflows today with Pabbly Connect for seamless integration!

Learn how to seamlessly integrate Google Forms with ProofHub using Pabbly Connect. Follow this detailed tutorial for automation success! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Google Forms with ProofHub, we will utilize Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect.

Once there, sign in if you are an existing user or click on ‘Sign up for free’ if you are new. After signing up, you will receive 100 free tasks to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow as ‘Create ProofHub Tasks from Google Forms’ and click on ‘Create’.

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

Once these steps are completed, you will set up the Google Forms to send data to Pabbly Connect.

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3. Setting Up Google Forms for Integration

Open your Google Forms and create a form titled ‘ProofHub Tasks’. Include fields such as Project Title, Project Description, Estimated Hours, and Due Date.

Next, ensure that the last question of your form is set to required. This ensures that every time a user submits the form, the response is sent to Pabbly Connect immediately.

• Go to Responses and select ‘Create a new spreadsheet’.
• Fill out the form to test the integration.

After submitting the form, check the responses in the newly created spreadsheet to ensure the data is captured correctly.

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4. Configuring Pabbly Connect Webhook

Return to Pabbly Connect and ensure the webhook URL is correctly set up in your Google Forms add-ons. Go to Extensions, then Add-ons, and select Pabbly Connect Webhooks.

In the initial setup, paste the webhook URL and specify the trigger column (column G). Click on ‘Send Test’ to confirm the connection.

Ensure the ‘Send on event’ option is checked. Close the setup window and return to Pabbly Connect.

Once the test is successful, you can proceed to the next step of creating a task in ProofHub.

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5. Creating Tasks in ProofHub Using Pabbly Connect

Now, set up ProofHub as the action application in Pabbly Connect. Select ‘Create a Task’ as the action event and connect your ProofHub account using your domain and API key.

Map the fields from Google Forms to ProofHub, ensuring that the project title, description, estimated hours, and due date are correctly aligned. This mapping is crucial for data integrity.

Assign the task to a specific user. Set the priority level for the task.

After saving the mapping and sending a test request, check your ProofHub account to confirm that the task has been created successfully.

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Conclusion

In this tutorial, we demonstrated how to integrate Google Forms with ProofHub using Pabbly Connect. By following these steps, you can automate task creation efficiently, ensuring smooth project management. Start automating your workflows today!

Learn how to automate saving new tweets to your Notion database using Pabbly Connect with this step-by-step tutorial. Integrate Twitter and Notion seamlessly! 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

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1. Accessing Pabbly Connect for Twitter Notion Integration

To start the process of saving new tweets into your Notion database automatically, first access Pabbly Connect. This platform serves as the central hub for integrating various applications, including Twitter and Notion. You can sign up for a free account on Pabbly Connect, which allows you to test automation tasks each month.

Once you have created your account, log in to your dashboard. Click on the ‘Create Workflow’ button to initiate your automation process. You will need to name your workflow; for this example, we will call it ‘Automatically Create Backup of Your Tweets in Notion Database’. This sets the stage for the integration process.

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2. Setting Up Twitter Trigger in Pabbly Connect

In this section, we will set up the Twitter trigger using Pabbly Connect. Select Twitter as the first application in your workflow. The trigger event should be set to ‘New Tweet’, which means the automation will activate whenever a new tweet is posted on your Twitter account.

• Select Twitter as the application.
• Choose ‘New Tweet’ as the trigger event.
• Click ‘Connect’ to link your Twitter account to Pabbly Connect.

After connecting your Twitter account, save the changes and send a test request. This captures the most recent tweet from your profile, allowing you to verify that Pabbly Connect is functioning correctly. The tweet details will be pulled into Pabbly Connect, preparing for the next step of sending this data to Notion.

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3. Formatting Tweet Data for Notion

Next, we will format the tweet data using Pabbly Connect. Since you want to save specific details like the Tweet URL and text, you will need to ensure that this information is correctly formatted. Utilize the text formatter feature in Pabbly Connect to split the tweet content if necessary.

• Select ‘Text Formatter’ as your action event.
• Map the tweet text you received from Twitter.
• Use ‘https://’ as the separator to extract the URL correctly.

This formatting step ensures that the tweet text and URL are separated and ready to be sent to your Notion database. After formatting, you are now prepared to connect to Notion.

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4. Connecting Notion Database with Pabbly Connect

Now, we will connect your Notion database using Pabbly Connect. Choose Notion as the action application and select ‘Create Database Item’ as the action event. This allows you to add the formatted tweet data directly to your Notion database.

Select Notion as the application. Choose ‘Create Database Item’ as the action event. Connect your Notion account to Pabbly Connect.

After connecting, select the database where you want to store your tweets. Map the fields for Tweet text and URL from the previous steps. Once everything is mapped correctly, click on the button to send the data to Notion. This will create a new entry in your Notion database for every new tweet you post.

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5. Finalizing the Automation Process

With the integration now set, you can finalize the automation process using Pabbly Connect. Test the workflow by posting a new tweet on your Twitter account. After a few moments, check your Notion database to see if the tweet has been added automatically.

This automation will check for new tweets every 10 minutes, so if you don’t see an immediate update, allow some time for the system to capture and transfer the data. This ensures that all your tweets will be backed up in Notion without any manual effort.

In case you want to clone this automation, Pabbly Connect allows you to share your workflow easily. You can find a shareable link in the description for others to use the same setup for their accounts.

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Conclusion

By following this tutorial, you can seamlessly integrate Twitter with Notion using Pabbly Connect. This setup allows you to automatically save new tweets to your Notion database, enhancing your productivity and organization. Start automating your tasks today with Pabbly Connect!

Learn how to send automated WhatsApp messages for subscription expiration using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Subscription Notifications

To start sending WhatsApp messages when a subscription expires, first access Pabbly Connect. This integration platform is crucial for automating notifications based on subscription events. If you’re new to Pabbly Connect, visit the website and sign up for a free account.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, such as ‘Automatic Subscription Expiring Notification on WhatsApp’. This will set the stage for the automation process.

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2. Integrating Pabbly Subscription Billing with Pabbly Connect

The next step is to connect Pabbly Subscription Billing with Pabbly Connect. This allows you to capture subscription events. For the trigger application, select Pabbly Subscription Billing and set the trigger event to ‘Subscription Activated’. This ensures that the automation will trigger whenever a new subscription is activated.

• Select ‘Trigger’ in Pabbly Connect.
• Choose ‘Pabbly Subscription Billing’ as the trigger application.
• Set the trigger event to ‘Subscription Activated’.

After setting this up, you’ll receive a webhook URL. Copy this URL and paste it into your Pabbly Subscription Billing settings under Webhook settings to complete the integration.

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3. Automating WhatsApp Messages with Pabbly Connect

Now that you have integrated Pabbly Subscription Billing with Pabbly Connect, it’s time to automate WhatsApp messages. To do this, add a new action and select the WhatsApp Cloud API as the action application. Choose the action event ‘Send Template Message’. This action will allow you to send customized messages to your customers.

When connecting to WhatsApp Cloud API, you will need to enter your credentials, including the permanent token, phone number ID, and WhatsApp Business Account ID. Make sure to create an app on the Facebook Developer portal to obtain these credentials. After connecting, select the message template you created for subscription expiration notifications.

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4. Configuring the Message Template for Notifications

To effectively notify customers about their expiring subscriptions, you need to configure a message template in WhatsApp Cloud API. This template should include dynamic variables such as the customer’s name and subscription expiration date. Set up your message template with a call-to-action button that links to the payment page. using Pabbly Connect

• Create a message template in WhatsApp Cloud API.
• Include dynamic variables for personalization.
• Add a call-to-action button linking to the payment page.

Once your message template is configured, map the necessary fields in Pabbly Connect to ensure that the correct data is sent to WhatsApp. This includes mapping the customer’s name and the expiration date to the message template.

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5. Testing and Launching Your Automation

After configuring everything, it’s essential to test the automation. Trigger a test subscription activation to see if the WhatsApp message is sent correctly. Monitor the response in Pabbly Connect to ensure that the message arrives as intended. using Pabbly Connect

If the test is successful, your automation is ready to go live. From now on, every time a subscription is activated, Pabbly Connect will automatically send a WhatsApp message three days before expiration, prompting customers to renew their subscriptions.

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Conclusion

By utilizing Pabbly Connect and Pabbly Subscription Billing, you can streamline your customer communication process. Automating WhatsApp messages for subscription expirations not only saves time but also enhances customer retention by making it easy for clients to renew their subscriptions.

Learn how to automate the integration of WordPress with Notion using Pabbly Connect. Follow this detailed tutorial to streamline your workflow. 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 WordPress and Notion Integration

To integrate WordPress with Notion, you will utilize Pabbly Connect. Begin by accessing the Pabbly Connect dashboard at Pabbly.com/connect. If you are a new user, you will need to sign up for a free account, which provides free tasks to test your automation.

Once signed in, click on the blue button to create a workflow. You will need to name your workflow, for example, ‘When a blog is published on WordPress, add details to Notion’. Click on the Create button to proceed.

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2. Setting Up the Trigger Event in Pabbly Connect

The next step involves setting up the trigger event in Pabbly Connect. Select WordPress as your first application and choose the trigger event ‘New Post Published’. This action will trigger the workflow whenever a new blog post is published on your WordPress site.

• Select WordPress as the application.
• Choose ‘New Post Published’ as the trigger event.
• Copy the provided webhook URL for further integration.

After copying the webhook URL, navigate to your WordPress website and install the WP WebEx plugin if it is not already installed. Go to the plugin settings and paste the webhook URL into the designated field to connect your WordPress site with Pabbly Connect.

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3. Configuring WordPress Settings for Webhook

In this step, you will configure the settings in WordPress to ensure that the webhook triggers correctly. Within the WP WebEx plugin settings, select the option to send data when a new post is created.

Ensure you name the webhook appropriately, such as ‘Connect Notion and WordPress’. Save the settings to complete this configuration. This setup allows Pabbly Connect to receive data from WordPress whenever a new post is published.

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4. Mapping Data from WordPress to Notion Database

After setting up the webhook, it is time to map the data to your Notion database. In Pabbly Connect, select Notion as your next application and choose the action event ‘Create Database Item’. This action will allow you to send the post details to your Notion database.

• Select Notion as the application.
• Choose ‘Create Database Item’ as the action event.
• Authorize Pabbly Connect to access your Notion account.

After authorization, select the Notion database where you want the blog post details to be added. Map the fields from the WordPress post such as the post title, URL, and publish date to the corresponding fields in your Notion database. This mapping ensures that every new post published in WordPress is reflected in Notion automatically through Pabbly Connect.

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5. Testing and Completing the Integration

To finalize the integration, you need to test the setup. Create a dummy blog post in WordPress and publish it. This action will trigger the webhook in Pabbly Connect and capture the data of the newly published post.

Once the data is captured, check your Notion database to see if the new post details have been added. If everything is set up correctly, your Notion database should now display the title, URL, and publish date of the new blog post. This automation will now work seamlessly, adding new WordPress posts to Notion automatically.

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Conclusion

This tutorial demonstrated how to automate the process of adding new WordPress posts to Notion databases using Pabbly Connect. With this integration, you can efficiently manage your blog content and ensure that all your posts are backed up in Notion automatically.

Learn how to automate the process of adding leads from Facebook Lead Ads to a Notion database using Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Facebook Lead Ads Integration

To automate the process of adding leads from Facebook Lead Ads to a Notion database, you first need to access Pabbly Connect. This powerful integration platform allows seamless connectivity between various applications. Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user.

Once signed in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’ to begin setting up your automation. Name your workflow something descriptive, such as ‘Collect Facebook Leads to Notion Database Automatically’ and click ‘Create’. This step initiates the process of connecting Facebook Lead Ads with Notion through Pabbly Connect.

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2. Configuring the Trigger Event for Facebook Lead Ads

In this section, you will configure the trigger event that will start the automation process. Select Facebook Lead Ads as the trigger application. You want to choose the trigger event as ‘New Lead’ to ensure that the automation activates whenever a new lead is generated from your Facebook Lead Ads.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead’ as the trigger event.

Next, click on the ‘Add New Connection’ button to connect your Facebook account to Pabbly Connect. Authorize the connection by logging into your Facebook account, ensuring that you have the required permissions. Once connected, select the specific Facebook page and lead generation form that you want to use for collecting leads.

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3. Testing the Trigger with Dummy Leads

After setting up the trigger event, it’s essential to test it to ensure that it captures leads correctly. You will need to generate a dummy lead using the Facebook Lead Ads testing tool. This step is crucial as it allows Pabbly Connect to receive the lead data and confirm that the integration is functioning properly.

• Use the Facebook Lead Ads testing tool to create a dummy lead.
• Fill in the required fields such as email, name, and phone number.

Submit the dummy lead, and return to Pabbly Connect to check if the lead information has been successfully captured. You should see the details of the dummy lead displayed in the response section, confirming that your trigger is working as intended.

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4. Setting Up Action to Add Leads to Notion Database

With the trigger tested and confirmed, it’s time to set up the action that will send the captured lead data to your Notion database. Select Notion as the action application and choose the action event as ‘Create Database Item’. This step is facilitated by Pabbly Connect, allowing you to transfer data seamlessly from Facebook Lead Ads to Notion.

Connect your Notion account by clicking on the ‘Connect’ button and providing the necessary permissions. Once connected, select the relevant database in Notion where you want to store the leads. For this integration, you might choose a database titled ‘All Leads Collected via Facebook Ads’.

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5. Mapping Lead Data to Notion Fields

The final step involves mapping the lead data fields from Facebook Lead Ads to the appropriate columns in your Notion database. This mapping is crucial as it ensures that the correct information is stored in the right place. Use Pabbly Connect to select the fields from the received lead data, such as email, phone number, date of the event, and name.

After mapping the fields, click on the ‘Save and Send Test Request’ button to finalize the automation. If everything is set up correctly, you should see the lead data appear in your Notion database automatically. This process allows you to maintain an organized record of all leads without manual intervention.

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Conclusion

In this tutorial, we demonstrated how to automate the addition of leads from Facebook Lead Ads to a Notion database using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that all leads are captured efficiently in Notion without manual effort.

Learn how to seamlessly add Salesmate contacts to Google Contacts using Pabbly Connect. Follow our step-by-step guide for easy automation. 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

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1. Accessing Pabbly Connect for Integration

To begin integrating Salesmate contacts with Google Contacts, you first need to access Pabbly Connect. Start by visiting 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. After creating an account, you will receive 100 free tasks to get started. Existing users can simply sign in to access the dashboard. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to begin the integration process.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the process of adding Salesmate contacts to Google Contacts. Name your workflow something descriptive, like ‘Salesmate Contacts to Google Contacts’. After naming your workflow, you will be taken to a new screen with options for triggers and actions.

• Select Salesmate as the trigger application.
• Choose the trigger event as ‘New Contact’.
• Copy the generated webhook URL for later use.

This webhook URL acts as a bridge between Pabbly Connect and Salesmate, allowing Pabbly Connect to access your contact information. You will need to log in to your Salesmate account to set up the integration.

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3. Setting Up Salesmate for Integration

Now that you have your webhook URL, log into your Salesmate account. Click on the profile icon in the top right corner and navigate to ‘Setup’. From there, scroll down to ‘Sales Automation’ and select ‘Workflow Management’. Click on the ‘New Rule’ button to create a new rule for your integration. using Pabbly Connect

In the workflow setup, select the module as ‘Contact’. Name the rule and provide a description. For the action base, select ‘Create’ to ensure the rule executes whenever a new contact is created. You will then add the webhook by selecting ‘Call Webhooks’ and pasting the copied URL. Ensure you set the method to ‘POST’.

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4. Mapping Data from Salesmate to Google Contacts

After saving your webhook settings in Salesmate, return to Pabbly Connect to test the integration. Create a new contact in Salesmate with relevant information such as first name, last name, email address, and phone number. Once the contact is created, Pabbly Connect will capture the data via the webhook.

• Select Google Contacts as the action application.
• Choose the action event as ‘Create Contact’.
• Connect your Google Contacts account to Pabbly Connect.

Once connected, map the fields from Salesmate to Google Contacts. This mapping is crucial to ensure that the correct data is transferred. After mapping the required fields, click on ‘Save and Send Test Request’ to create the contact in Google Contacts.

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5. Verifying the Integration Success

To verify that the integration was successful, log into your Google Contacts account and refresh the page. You should see the new contact created from Salesmate. This confirms that the integration process using Pabbly Connect has worked correctly.

To further test the integration, create another contact in Salesmate and check if it appears in Google Contacts automatically. This real-time synchronization demonstrates the effectiveness of using Pabbly Connect for automation between these two applications.

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Conclusion

In this tutorial, we explored how to add Salesmate contacts to Google Contacts using Pabbly Connect. By following the steps outlined, you can automate the process of contact management seamlessly. Enjoy the benefits of automation with Pabbly Connect!

Learn how to automate sending emails via Gmail for new Salesmate deals using Pabbly Connect. Step-by-step tutorial on integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the process of sending emails via Gmail for new Salesmate deals, you first need to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect. This will take you to the landing page of Pabbly Connect.

If you are a new user, click on the ‘Sign Up for Free’ button, which will allow you to create an account in under two minutes. Existing users can simply sign in using their credentials. Upon signing up, you will receive 100 free tasks to explore the application’s features.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the ‘All Apps’ section and click on ‘Access Now’ under Pabbly Connect. You will be directed to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this integration, name it ‘Send Emails via Gmail for New Salesmate Deals’ and click on ‘Create’. This workflow will automate the email notifications for new deals created in Salesmate.

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3. Setting Up the Trigger for New Salesmate Deals

In your newly created workflow, the next step is to set up the trigger. Select ‘Salesmate’ as your trigger application. This is crucial because every time a new deal is created in Salesmate, it will trigger the workflow. using Pabbly Connect

Choose ‘New Deal’ as the trigger event. This ensures that the workflow will start every time a new deal is created. Pabbly Connect will provide you with a webhook URL, which acts as a bridge between Salesmate and Pabbly Connect. Copy this URL as it will be needed for the next steps.

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4. Configuring Salesmate to Capture New Deals

Log into your Salesmate account and navigate to the ‘Profile Icon’. Click on it and go to ‘Setup’, then scroll down to ‘Workflow Management’ under Sales Automation. Click on ‘New Rule’ to create a new rule for capturing new deals.

Fill in the required details, such as naming the rule (e.g., ‘Demo Deal’) and selecting the module as ‘Create Deal’. After that, proceed to the next steps where you will set the action based on the creation of the deal. Choose ‘Call Webhooks’ and paste the webhook URL you copied from Pabbly Connect.

• Name the webhook (e.g., ‘Demo Webhook’)
• Select the method as POST
• Choose Form Data for the body

Map the necessary fields such as title, owner, source, and contact details. Once completed, save the configuration and proceed to test the webhook.

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5. Sending Emails via Gmail Integration

Now that your trigger is set up, the next step is to configure Gmail as the action application in your Pabbly Connect workflow. Select ‘Gmail’ as your action application and choose the action event as ‘Send Email’. using Pabbly Connect

Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’ and authorizing the connection. After successful authentication, you will need to fill in the recipient’s email address, sender’s name, subject, and email content. Mapping the deal details from the previous step is crucial for personalizing the email.

• Recipient’s email: Your email address
• Email Subject: New Deal Alert
• Email Content: Include deal details

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This will send a test email, confirming that your integration is working correctly. Check your Gmail to ensure you received the email notification about the new deal.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending emails via Gmail for new Salesmate deals. By following the outlined steps, you can effectively manage notifications for new deals and streamline your workflow.

Learn how to automate receiving stock alerts from Tradingview via SMS in real time using Pabbly Connect. Step-by-step guide included! 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

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1. Setting Up Pabbly Connect for Tradingview Alerts

To receive stock alerts from Tradingview via SMS, the first step involves using Pabbly Connect. Begin by signing up for a free account on Pabbly Connect. Once you have logged into your dashboard, click on ‘Create Workflow’ to initiate the integration process.

Next, name your workflow, for instance, ‘Trading View Alerts’. After naming, click on the ‘Create’ button to proceed. You will see two windows: one for triggers and another for actions. This is where you will set up how Pabbly Connect will handle alerts from Tradingview.

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2. Connecting Tradingview to Pabbly Connect

The next step is to connect your Tradingview account with Pabbly Connect. In the trigger window, search for ‘Tradingview’ and select it. Choose the trigger event as ‘New Alert’. Pabbly Connect will generate a webhook URL that you will need shortly.

• Select the Tradingview app in Pabbly Connect.
• Choose ‘New Alert’ as the trigger event.
• Copy the generated webhook URL for later use.

Now, head over to your Tradingview account and create an alert for the stock or index you want to monitor. Paste the copied webhook URL into the alert’s webhook URL field. This will ensure that whenever your specified stock crosses the defined threshold, the alert is sent to Pabbly Connect.

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3. Creating Alerts in Tradingview

In Tradingview, create an alert by selecting the stock you want to monitor. Click on the ‘Create Alert’ button and set the conditions such as crossing a specific price point. For example, set the alert to trigger whenever the stock crosses 18,345 points. using Pabbly Connect

In the alert settings, ensure to select the option to trigger the alert every time the condition is met. Additionally, you can customize the message to include placeholders for stock details like price, volume, and time. This information will be included in the SMS you receive.

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4. Sending SMS Notifications via Twilio

Now that you have set up the Tradingview alerts, it’s time to configure SMS notifications using Twilio through Pabbly Connect. In the action window, search for Twilio and select it. Choose the action event as ‘Send SMS’ to configure the SMS settings.

To connect Twilio to Pabbly Connect, you will need your Account SID and Auth Token from your Twilio account. Copy these details and paste them into the respective fields in Pabbly Connect. After saving this connection, you can set up the SMS body to include the alert message received from Tradingview.

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5. Testing the Integration and Receiving Alerts

After setting up the SMS configuration, it’s crucial to test the entire workflow. Trigger the alert in Tradingview by crossing the set price point and check if you receive the SMS notification on your mobile number. using Pabbly Connect

Once the alert is triggered, you should see a successful response in Pabbly Connect indicating that the SMS has been sent. This confirms that your integration is working perfectly, allowing you to receive real-time stock alerts via SMS.

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Conclusion

By following these steps, you can efficiently set up a system to receive stock alerts from Tradingview via SMS using Pabbly Connect. This automation ensures you stay informed about market movements without needing to constantly check your Tradingview account.