Author: Nitin Maheshwari

Learn how to automate mail merging with Gmail and Google Sheets using Pabbly Connect. This step-by-step guide will help you streamline your email processes effectively.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Mail Merge

To start the mail merge process using Pabbly Connect, you first need to access the Pabbly website. Here, you can either sign in or create a free account, which offers free tasks every month. After signing in, click on the ‘Create Workflow’ button at the top right corner.

When prompted to name your workflow, enter a descriptive name such as ‘Google Sheets to Gmail’. This is the first step in automating your mail merge process. After naming, you will see two sections: Trigger and Action. The trigger will initiate the process when new data is added to Google Sheets, while the action will send the email through Gmail.

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2. Integrating Google Sheets with Pabbly Connect

Next, you will integrate Google Sheets with Pabbly Connect. Select Google Sheets as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added in your Google Sheets, it will trigger the mail merge process.

• Select Google Sheets as the trigger application.
• Choose the event ‘New or Updated Spreadsheet Row’.
• Copy the generated webhook URL for the next steps.

Now, go to your Google Sheets document, where you will set up the webhook URL. Click on Extensions, then select Pabbly Connect Webhooks. If it’s not already installed, you can add it from the Google Workspace Marketplace. Once installed, paste the copied webhook URL into the appropriate field in the Pabbly Connect Webhooks settings.

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3. Configuring Email Sending with Pabbly Connect

After setting up the Google Sheets webhook, it’s time to configure the email sending action in Pabbly Connect. Select Gmail as the action application and choose the action event ‘Send Email’. This allows you to automatically send emails to the addresses specified in your Google Sheets.

When configuring the email, you will need to connect your Gmail account to Pabbly Connect. After granting the necessary permissions, you will map the recipient’s email address from the Google Sheets data. Ensure to fill in the subject and body of the email using the details from your spreadsheet.

• Select Gmail as the action application.
• Choose ‘Send Email’ as the action event.
• Map the recipient email address, subject, and body from Google Sheets.

Once configured, test the workflow to ensure that emails are sent correctly when a new row is added to your Google Sheets. This integration will streamline your email processes significantly.

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4. Setting Up Conditions for Mail Sending

In this step, you will set conditions for when emails should be sent using Pabbly Connect. You can create two conditions: one for scheduled emails and another for instant emails. Use a router in Pabbly Connect to achieve this. The first condition checks if the scheduled date is present in the Google Sheets.

If the scheduled date is not empty, you will set a delay until that date before sending the email. If the scheduled date is empty, the email should be sent immediately. This flexibility allows you to customize your email sending process effectively.

Set up a router to manage conditions. Configure one route for scheduled emails and another for instant emails. Test both conditions to ensure proper functionality.

This setup ensures that your emails are sent at the right time, enhancing the overall efficiency of your mail merge process using Pabbly Connect.

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5. Testing the Mail Merge Workflow

Finally, you will test the entire mail merge workflow created with Pabbly Connect. Add a new row in your Google Sheets with the necessary details, leaving the schedule column blank for instant sending. After saving the row, check your Gmail to confirm if the email has been sent successfully.

Once you verify that the email has been received as expected, check the status in your Google Sheets to ensure it reflects that the email was sent. This testing phase is crucial to ensure that your automation works seamlessly.

By following these steps, you will have successfully set up a mail merge system using Gmail and Google Sheets through Pabbly Connect. This integration not only saves time but also enhances your email marketing efforts.

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Conclusion

Using Pabbly Connect to automate mail merges with Gmail and Google Sheets can significantly optimize your email processes. By following the detailed steps outlined above, you can streamline your communication and save valuable time.

Learn how to automate SMS notifications when a document is signed in HelloSign 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. Setting Up Pabbly Connect for SMS Notifications

To get SMS notifications when a document is signed in HelloSign, we will use Pabbly Connect. Start by signing up for a free account on Pabbly Connect, which allows you to automate workflows effortlessly. Once you have created your account, log in and navigate to the dashboard.

From the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘HelloSign to Twilio Integration’. This workflow will manage the automation process of sending SMS notifications when a document is signed. Click on ‘Create’ to proceed.

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2. Configuring the Trigger in Pabbly Connect

In the newly created workflow, you will see two windows: the trigger window and the action window. The first step is to set up the trigger in Pabbly Connect. Search for ‘HelloSign’ in the trigger app section and select it. For the trigger event, choose ‘Webhook Configuration’ from the dropdown menu.

• Select HelloSign as the trigger application.
• Choose ‘Webhook Configuration’ as the trigger event.
• Connect your HelloSign account using your API key.

After connecting, you will receive a notification indicating that the HelloSign account is successfully linked to Pabbly Connect. This connection allows Pabbly Connect to receive data whenever a document is signed in HelloSign.

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3. Filtering Events for SMS Notifications

Once the trigger is set up, the next step in Pabbly Connect is to filter the events to ensure that SMS notifications are only sent for signed documents. After saving the trigger, click on the ‘Save and Send Test Request’ button. This action will wait for a response from HelloSign.

To test the trigger, sign a document in your HelloSign account. Once the document is signed, return to Pabbly Connect. You should see the response data, including details about the signed document. Use this data to set a filter condition that checks if the event type is ‘signature request signed’. This ensures that SMS notifications are only sent for signed documents.

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4. Setting Up Twilio for SMS Notifications

Now that the trigger is configured and filtered, it’s time to set up Twilio in Pabbly Connect. Click on the ‘Add Action Step’ button and search for Twilio. Select ‘Send SMS Message’ as the action event. You will need to connect your Twilio account by providing the Account SID and Authorization Token.

• Connect your Twilio account using the Account SID and Authorization Token.
• Set the SMS body to include the name of the user who signed the document.
• Specify the sender and recipient numbers for the SMS.

After entering the required information, click on ‘Save and Send Test Request’ to send a test SMS. If successful, you will receive a confirmation that the SMS has been sent, completing the integration process.

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5. Conclusion: Automating SMS Notifications with Pabbly Connect

In this tutorial, we explored how to automate SMS notifications when a document is signed in HelloSign using Pabbly Connect. By setting up a workflow that connects HelloSign and Twilio, you can receive timely notifications about signed documents, enhancing your workflow efficiency.

With Pabbly Connect, you can easily manage and automate various tasks across multiple applications, ensuring that you never miss an important update. This integration not only saves time but also keeps you informed about your document statuses in real-time.

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In conclusion, using Pabbly Connect for integrating HelloSign and Twilio allows for seamless SMS notifications, ensuring you stay updated on document signatures efficiently.

Learn how to automate adding Facebook leads to Woodpecker as prospects using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automate adding Facebook leads as prospects in Woodpecker, start by accessing Pabbly Connect. This tool allows seamless integration between various applications without coding. First, navigate to the Pabbly Connect website and sign up for a free account.

After signing up, log in to your Pabbly Connect dashboard. Here, you will create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow ‘Facebook Leads to Woodpecker’. This sets the stage for your automation process.

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2. Configuring the Trigger with Facebook Leads

In this step, you will configure the trigger for your workflow using Pabbly Connect. The trigger will be set to capture new leads from your Facebook lead ads. Search for ‘Facebook Lead Ads’ in the trigger application field and select it.

• Choose the trigger event as ‘New Lead’.
• Connect your Facebook account by clicking on the ‘Connect’ button.
• Select the Facebook page associated with your lead ad.

Once connected, select the lead generation form that you are using. After this, click on ‘Save and Send Test Request’ to verify the connection. You’ll need to submit a test lead using the Facebook lead ad testing tool to ensure everything is working correctly.

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3. Setting Up Woodpecker as the Action Application

Now that your trigger is configured, the next step is to set up Woodpecker as the action application in Pabbly Connect. Search for ‘Woodpecker’ in the action application field and select it. Choose the action event as ‘Create a Prospect’.

To connect Woodpecker, you’ll need to input your API key. You can find this key in the ‘Marketplace’ section of Woodpecker. Copy the API key and paste it into the Pabbly Connect workflow. This will establish the connection between Pabbly Connect and Woodpecker.

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4. Mapping Data from Facebook to Woodpecker

In this step, you will map the data received from Facebook leads to the corresponding fields in Woodpecker. Use the data from your test lead submission to fill in the required fields like email address, first name, and last name.

Since the full name is received in one field, you will need to split it into first and last names. To do this, add a new action step in Pabbly Connect and select the ‘Text Formatter’ feature. Choose the ‘Split Text’ option and set the separator as a space. This will allow you to separate the first name from the last name easily.

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5. Testing Your Automation Workflow

After mapping the data, it’s time to test your automation using Pabbly Connect. Click on ‘Save and Send Test Request’ to send the test lead to Woodpecker as a new prospect. Refresh the prospects section in your Woodpecker account to verify that the lead has been added successfully.

Once you confirm that the test lead appears in Woodpecker, your automation setup is complete. Now, every time a new lead is generated from your Facebook lead ads, it will automatically be added as a prospect in Woodpecker without any manual effort.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of adding Facebook leads to Woodpecker as prospects. This integration streamlines your workflow, allowing you to focus on engaging your leads effectively.

Learn how to use Pabbly Connect to automate the creation of personalized offer letters and ID cards for new employees seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin automating the creation of personalized offer letters and ID cards, first, access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Start by signing up for a free account on the Pabbly Connect website.

Once your account is created, log in to reach the dashboard. Click on the ‘Create Workflow’ button to initiate your automation setup. You can name your workflow, for example, ‘Auto create ID cards and offer letters’. After naming, click on the ‘Create’ button to proceed with your automation.

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2. Connecting Jotform to Pabbly Connect

In this step, we will connect Jotform to Pabbly Connect to receive employee details through a form. Select Jotform as the trigger application and choose the event ‘New Response’ as the trigger event. This will activate the workflow every time an employee submits the form.

• Search for Jotform in Pabbly Connect.
• Copy the webhook URL provided by Pabbly Connect.
• Open your Jotform settings and navigate to Integrations.
• Paste the webhook URL into the Webhooks integration field.

After completing this integration, perform a test submission on the Jotform to ensure that data is correctly captured in Pabbly Connect. This data will be used in subsequent steps to generate the ID cards and offer letters.

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3. Saving Employee Data in Google Sheets

Next, we will save the captured employee data into Google Sheets using Pabbly Connect. Add a new action step and select Google Sheets as the application. Choose the action event ‘Add New Row’. This will allow you to store employee details such as name, position, email, and more.

Connect your Google Sheets account by selecting ‘Add New Connection’. Once connected, choose the appropriate spreadsheet where you want to save this data. Map the fields from the Jotform submission to the respective columns in your Google Sheet.

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4. Creating ID Cards with Google Slides

Now it’s time to generate the ID cards using Google Slides. In Pabbly Connect, add another action step and select Google Slides. Choose ‘Create Presentation from Template’ as the action event. Connect your Google account and select the ID card template you’ve created in Google Slides.

• Map the employee name and ID to the respective placeholders in the template.
• Select the folder in Google Drive where the ID card will be saved.

Once the ID card is created, you can add the employee’s photo to the presentation using another action step in Pabbly Connect. Select ‘Upload Image in Presentation’ to insert the employee’s photo into the ID card template.

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5. Generating Offer Letters with Google Docs

Finally, create the offer letters using Google Docs through Pabbly Connect. Add a new action step and select Google Docs. Choose ‘Create Document from Template’ as the action event. Connect to your Google account and select the offer letter template you prepared.

Map all the necessary fields such as employee name, position, and start date to the placeholders in your offer letter template. After setting up the document, you can save it in the same Google Drive folder where the ID cards are stored.

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Conclusion

By following these steps, you can automate the creation of personalized offer letters and ID cards for new employees using Pabbly Connect. This integration streamlines the onboarding process, saving time and ensuring accuracy in employee documentation.

Learn how to automate WhatsApp messages with quick reply buttons and call to action using Pabbly Connect. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for WhatsApp Automation

To start automating WhatsApp messages, you need to access Pabbly Connect, which facilitates the integration between various applications. First, create an account on Pabbly Connect by visiting their website and signing up. Once you have your account, log in to access the dashboard and create a workflow.

Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Send WhatsApp Messages with Buttons from Google Sheets’), and then click ‘Create’. This initiates the automation process using Pabbly Connect.

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2. Connecting Google Sheets to Pabbly Connect

In this step, you will connect your Google Sheets to Pabbly Connect to pull data for sending WhatsApp messages. Set Google Sheets as your trigger application and select the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or updated in your Google Sheet, it will trigger the automation.

• Select the Google Sheets application in Pabbly Connect.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the Webhook URL provided by Pabbly Connect.

Next, go to your Google Sheets, click on Extensions, then Add-ons, and select Pabbly Connect Webhooks. Paste the Webhook URL and set the trigger column to the last data entry column (e.g., column C). This setup allows Pabbly Connect to monitor changes in your Google Sheets.

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3. Sending WhatsApp Messages via Pabbly Connect

Now that your Google Sheets is connected, you can set up WhatsApp as the action application in Pabbly Connect. Choose ‘WhatsApp Cloud API’ as the action app and select ‘Send Template Message’ as the action event. This allows you to send messages with a predefined template.

To connect your WhatsApp Cloud API with Pabbly Connect, you need to provide the token, phone number ID, and WhatsApp business account ID. These can be obtained from the Facebook developers’ portal where you created your WhatsApp application.

• Generate a permanent token from your WhatsApp Cloud API settings.
• Copy and paste the phone number ID and WhatsApp business account ID into Pabbly Connect.
• Click on Save to establish the connection.

Once connected, you can select your message template that includes quick reply buttons. This is done by mapping the variables from your Google Sheets data into the WhatsApp message template.

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4. Creating WhatsApp Message Templates with Call to Action

To effectively send WhatsApp messages, you need to create a message template that includes quick reply buttons. In your WhatsApp Cloud API account, navigate to the templates section and create a new template. Ensure that your template is approved before using it in Pabbly Connect.

Your template should include variables for personalization, such as the recipient’s name. For instance, a message could read: ‘Hello {name}, we have a special offer for you!’ You can also add buttons for actions like ‘Contact Us’ or ‘Visit Website’.

Select the ‘Marketing’ category for your template. Add two buttons: one for contacting and one for visiting the website. Ensure the buttons are linked correctly to the intended actions.

After creating the template, return to Pabbly Connect and select your new template. Map the necessary fields, such as the recipient’s phone number and the message body, to ensure the message is sent correctly.

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5. Automating the Process with Pabbly Connect

With everything set up, you can now automate the process of sending WhatsApp messages. In Pabbly Connect, click on the ‘Send All Data’ button to initiate sending messages to all leads in your Google Sheets. This feature allows you to send messages in bulk without manual intervention.

As each message is sent, the recipient will receive a personalized WhatsApp message along with the quick reply buttons you configured. This automation not only saves time but also enhances customer engagement by providing immediate action options.

To finalize the automation, ensure that your Google Sheet contains the correct phone numbers formatted with the country code but without the plus sign. Once you test the workflow, you will see the messages being sent out as expected.

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Conclusion

Using Pabbly Connect to automate WhatsApp messages with quick reply buttons allows businesses to enhance their communication strategies effectively. By following this tutorial, you can seamlessly integrate Google Sheets and WhatsApp to engage with your leads efficiently.

Learn how to create interactive flipbooks from PDFs using Pabbly Connect with Google Drive and Heyzine. Follow this step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create interactive flipbooks from PDFs, you first need to access Pabbly Connect. Simply visit the Pabbly website and log in to your account. If you are a new user, click on the ‘Sign Up Free’ button to create your account in just a few minutes.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the plus sign. Name your workflow, for example, ‘Create Interactive Flipbook from PDF’ and click on create. This is the first step in automating your PDF to flipbook process.

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2. Setting Up Google Drive Trigger in Pabbly Connect

In this step, you will set up the trigger for Google Drive in Pabbly Connect. Select Google Drive as the application and choose the trigger event as ‘New File in a Specific Folder’. This will allow you to monitor a designated folder in your Google Drive for any new PDF uploads.

• Click on ‘Connect’ to link your Google Drive account.
• Add a new connection and authorize access to your Google Drive account.
• Select the specific folder where you will upload your PDFs.

After setting up the trigger, upload a new PDF file to the selected Google Drive folder. This action will allow Pabbly Connect to capture the details of the uploaded file for the next steps.

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3. Creating Flipbook with Heyzine via Pabbly Connect

Once the Google Drive trigger is set up and you have uploaded your PDF, the next step is to create a flipbook using Heyzine through Pabbly Connect. In the action window, select Heyzine as the application and choose the ‘Create a Flipbook’ action event.

To connect Heyzine, you will need to enter your API key, which can be found in your Heyzine account. After connecting, map the PDF URL received from the Google Drive trigger response to the appropriate field in Heyzine. This ensures that the flipbook is created from the correct PDF file.

• Ensure you map the title of the PDF without the ‘.pdf’ extension for a cleaner flipbook title.
• Adjust settings such as allowing downloads and specifying background color as needed.
• Click ‘Save and Send Test Request’ to create the flipbook.

After the test request, check your Heyzine account to confirm the flipbook has been created successfully. This integration allows you to automate the flipbook creation process seamlessly.

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4. Testing the Integration with Pabbly Connect

To ensure that the integration between Google Drive, Heyzine, and Pabbly Connect works correctly, you can perform a test by uploading another PDF file to the designated Google Drive folder. This will trigger the workflow you created.

After uploading the PDF, allow some time for Pabbly Connect to capture the new file details. Remember that the trigger checks for new data every 10 minutes, so patience may be required. Once the new file is detected, a new flipbook will automatically be created in Heyzine.

After a few minutes, refresh your Heyzine account to see if the new flipbook appears. If done correctly, you should see the flipbook listed with the title you specified. This confirms that the automation is functioning as intended.

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5. Conclusion

Using Pabbly Connect, you can easily create interactive flipbooks from PDFs in just minutes. By integrating Google Drive and Heyzine, you automate the process of converting uploaded PDFs into engaging flipbooks. This method saves time and enhances productivity for users looking to streamline their document presentation.

In summary, follow the steps outlined in this tutorial to set up your automation. With Pabbly Connect, you can manage multiple integrations and optimize your workflow effectively.

Learn how to automate your Google Sheets with Pabbly Connect, integrating with Sendy for seamless email subscriptions based on specific responses. 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 Google Sheets Automation

To create an automation with Google Sheets, first, you need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in from the All Apps section to access Pabbly Connect.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, click on the plus sign to create a new workflow. You can name your workflow according to your needs, such as ‘Google Sheets to Sendy Integration’. After naming, click on the ‘Create’ button to proceed.

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2. Setting Up Google Sheets Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation using Pabbly Connect. Click on the trigger window and select ‘Google Sheets’ as the application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that every time a new customer detail is added to your Google Sheets, it will trigger the automation.

• Select ‘Google Sheets’ as the application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for use in Google Sheets.

Next, go to your Google Sheets and open the specific sheet where you want to collect customer details. Navigate to ‘Extensions’, then ‘Add-ons’, and click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to ensure the add-on is active.

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3. Configuring Pabbly Connect Webhook in Google Sheets

After refreshing, return to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier. You will also need to specify the trigger column, which is the final column of data that, when filled, will send the entire row’s data to Pabbly Connect.

• Paste the webhook URL in the designated field.
• Specify the trigger column (e.g., Column D).
• Click on ‘Send Test’ to ensure data is sent successfully.

Once the test is successful, click ‘Submit’ to finalize the setup. Make sure to enable the ‘Send on Event’ option under the same menu. This ensures that every time new data is added, it automatically triggers the webhook.

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4. Routing Data to Sendy Based on Eligibility

Now that your Google Sheets is connected to Pabbly Connect, it’s time to set up the routing of data to Sendy. In the action window, select ‘Router’ as your application. This allows you to define conditions based on which the customer data will be routed to different subscriber lists.

Rename the first route to ‘Eligible Customers’ and set the filter condition. Select the eligibility column from the trigger response and set the filter type to ‘Equal to’ with the value ‘Yes’. Save the condition to ensure it functions correctly.

Choose ‘Router’ as the application. Set the filter condition based on eligibility. Save the filter to proceed with the action steps.

After saving, add an action step to connect to Sendy. Choose ‘Add Subscriber’ as the action event. You will need to enter your Sendy API key and installation URL to establish this connection. Then, map the necessary details from Google Sheets to Sendy, including the subscriber’s name, email, and other required fields.

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5. Finalizing the Integration and Testing

Once the Sendy connection is established, you can finalize the integration by setting up the second route for ineligible customers. Clone the first route and rename it to ‘Ineligible Customers’. Change the filter condition to check for ‘No’ in the eligibility column.

Ensure to map the ineligible customer list ID and save the changes. After setting up both routes, you can delete any unnecessary routes from Pabbly Connect to keep your workflow clean. Now, you are ready to test the integration by adding new customer details to your Google Sheets.

Add a new customer in Google Sheets with eligibility set to ‘Yes’ or ‘No’. Check your Sendy subscriber list to confirm the addition. Repeat the process to ensure all conditions are working correctly.

This step confirms that your automation is functioning perfectly, allowing seamless integration between Google Sheets and Sendy using Pabbly Connect.

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Conclusion

In conclusion, using Pabbly Connect allows you to automate the integration between Google Sheets and Sendy effectively. By setting up triggers and routing conditions, you can manage your subscriber lists based on specific responses, enhancing your email marketing efficiency.

Learn how to send WhatsApp messages in bulk from MS Excel using Pabbly Connect. This step-by-step tutorial covers everything you need to know about the integration process.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Messaging

To send WhatsApp messages in bulk using Microsoft Excel, the first step is to set up your automation in Pabbly Connect. Start by creating a free account on the Pabbly Connect website. Once you have signed up, log in to your account and navigate to the dashboard.

Click on the ‘Create Workflow’ button to initiate a new workflow. Give your workflow a name, such as ‘Send WhatsApp Messages from MS Excel’, and click on the ‘Create’ button to proceed. This will direct you to the workflow page, where you can configure your trigger and action modules.

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2. Configuring Microsoft Excel as the Trigger Application

In this step, you will connect Microsoft Excel as your trigger application within Pabbly Connect. Select Microsoft Excel from the list of applications and choose the trigger event as ‘New Row in Worksheet’. This trigger will check for new data in your Excel sheet every eight hours.

• Choose Microsoft Excel as the trigger application.
• Select ‘New Row in Worksheet’ as the trigger event.
• Connect your Microsoft Excel account by clicking on ‘Connect’ and authorizing access.

After connecting, select the workbook and worksheet containing your contacts. For example, if your workbook is named ‘WhatsApp Messages to Subscribers’, choose this workbook and the corresponding worksheet. Once selected, click on ‘Save and Send Test Request’ to verify that the data is being fetched correctly.

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3. Connecting WhatsApp Cloud API for Sending Messages

Next, you will connect the WhatsApp Cloud API as the action application in Pabbly Connect. Select WhatsApp Cloud API and choose the action event as ‘Send Template Message’. This will allow you to send pre-defined messages to your contacts.

Before proceeding, ensure that you have set up your WhatsApp Cloud API and have the necessary credentials, including the permanent access token, phone number ID, and business account ID. These details are required for the connection.

• Select ‘Send Template Message’ as the action event.
• Connect with WhatsApp Cloud API by providing your access token and IDs.
• Choose the message template you created for sending messages.

Once you have selected the template, map the recipient’s mobile number and any dynamic fields you wish to change in the message. This allows for personalized messaging, ensuring that each contact receives a tailored message.

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4. Testing Your WhatsApp Messaging Integration

After setting up the connection with WhatsApp Cloud API, it’s crucial to test the integration to ensure everything is functioning correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to send a test message to the number you mapped earlier.

For demonstration purposes, you can temporarily replace the mapped number with your own number to see how the message appears. After clicking the test request, check your WhatsApp to confirm that the message has been received successfully.

Upon receiving the test message, you can review the content to ensure that the dynamic fields have populated correctly. This step is vital to confirm that your automation is ready to send messages to all contacts in bulk.

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5. Finalizing Your Automation with Pabbly Connect

Once testing is complete and you are satisfied with the results, your automation is almost ready to go live. The final step is to ensure that the workflow is set to run automatically. With Pabbly Connect, your workflow will check for new entries in your Excel sheet every eight hours and send WhatsApp messages accordingly.

Simply add new contact details to your Excel sheet, and Pabbly Connect will handle the rest, sending messages in bulk without any manual intervention. This setup allows for efficient communication with your contacts directly from your Excel data.

After setting this up, you can also clone the workflow for different purposes or adjust the message templates as needed. The flexibility of Pabbly Connect makes it a powerful tool for automating WhatsApp messaging.

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Conclusion

Using Pabbly Connect, you can easily automate the process of sending WhatsApp messages in bulk from Microsoft Excel. This step-by-step tutorial has guided you through setting up the integration, testing it, and finalizing your automation. Enjoy seamless communication with your contacts!

Learn how to create thumbnails in bulk from Google Sheets using Pabbly Connect. This tutorial covers step-by-step integration with Google Sheets and Switchboard Canvas. 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. Setting Up Pabbly Connect for Thumbnail Creation

To create thumbnails from Google Sheets in bulk, the first step is to set up Pabbly Connect. This automation tool allows you to integrate different applications seamlessly. Visit the Pabbly Connect landing page to create your free account and sign in to access the dashboard.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Bulk Thumbnails from Google Sheets’. After naming your workflow, click on the ‘Create’ button to proceed with setting up the automation.

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2. Connecting Google Sheets as the Trigger Application

In this step, you’ll connect Google Sheets as the trigger application within Pabbly Connect. This means that whenever new data is added to your Google Sheets, it will initiate the workflow. Select Google Sheets from the list of applications.

• Choose the ‘Get Rows’ action event.
• Connect your Google account that holds the spreadsheet.
• Select the spreadsheet name, which in this case is ‘Video Thumbnails’.

Make sure to specify the data range correctly (e.g., A2:B4) to fetch the relevant rows. This setup allows the automation to pull the necessary data for thumbnail creation.

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3. Scheduling the Workflow to Run Daily

To ensure that your thumbnails are created automatically, you need to schedule the workflow using Pabbly Connect. In the workflow settings, select the ‘Scheduler’ feature to run the automation every day at a specific time.

Set the time according to your time zone (e.g., 6 PM). This means that every day at this time, Pabbly Connect will check your Google Sheets for any new data and trigger the thumbnail creation process.

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4. Utilizing the Iterator Feature for Bulk Processing

After fetching data from Google Sheets, the next step is to use the Iterator feature in Pabbly Connect. This allows the workflow to process each row of data one by one, creating thumbnails for each entry.

• Add the Iterator step after the Google Sheets action.
• Select the array of data captured from your previous step.
• Map the fields for title and photo from the iterator output.

This setup ensures that each row is processed individually, allowing for bulk thumbnail creation using the data from your Google Sheets.

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5. Creating Thumbnails with Switchboard Canvas

Now that your data is set up and the iterator is in place, you can proceed to create thumbnails using the Switchboard Canvas application through Pabbly Connect. Select Switchboard Canvas as the action application and choose the ‘Create Images’ action event.

You will need to connect your Switchboard Canvas account by providing the API key. After connecting, select the template you created for thumbnails and map the necessary fields (like image and text) to the corresponding data from the Google Sheets iterator.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of thumbnails from Google Sheets in bulk. By following the steps outlined, you can set up a seamless workflow that runs daily, ensuring your thumbnails are always up to date.

Learn how to send bulk SMS from Google Sheets using Pabbly Connect and Twilio. This step-by-step guide covers the entire integration process. 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. Accessing Pabbly Connect for SMS Integration

To send bulk SMS from Google Sheets using Pabbly Connect, start by visiting the Pabbly Connect website. You will find options to sign in or sign up for a free account. Signing up grants you free tasks every month, which is essential for this integration.

Once you have signed in, click on the ‘Create Workflow’ button located at the top right. Name your workflow, for instance, ‘Google Sheets to Twilio’. This will set up the automation process, where Pabbly Connect will act as the central hub for integrating Google Sheets and Twilio.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will establish the trigger that initiates the SMS sending process. Select the ‘Schedule’ application as your trigger. This option allows you to define when you want to send messages to your clients. using Pabbly Connect

• Specify how often the workflow should run, for example, once.
• Set the date and time for sending the messages, such as 10th September at 1:00 PM.

After saving these settings, Pabbly Connect will schedule the workflow based on your specified parameters. This ensures that your SMS messages are sent at the right time without manual intervention.

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3. Fetching Data from Google Sheets

Next, you will need to fetch the contact details and message content from Google Sheets using Pabbly Connect. Select ‘Google Sheets’ as the action application and choose the ‘Get Rows’ action event.

To connect your Google Sheets, click on ‘Add New Connection’ and select your Google account. Once connected, choose the specific spreadsheet you want to work with, for example, the one named ‘Twilio Test’. Enter the range of data you want to retrieve, such as A2:D4, which includes the names, contact numbers, and messages.

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4. Organizing Data with Iterator in Pabbly Connect

After fetching the data, it’s crucial to organize it properly for sending SMS. In this step, you will add an ‘Iterator’ action to your workflow. This will convert the array format data into a row-wise format, making it easier to process each contact individually. using Pabbly Connect

By saving and sending a test request, Pabbly Connect will display the data in a row-wise format, showing details for each contact. This structured approach ensures that each SMS is sent to the correct recipient without confusion.

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5. Sending SMS via Twilio with Pabbly Connect

The final step is to send the SMS using Twilio. Select ‘Twilio’ as your action application and choose ‘Send SMS’ as the action event. Connect your Twilio account by entering your Account SID and Authorization Token, which you can find in your Twilio dashboard. using Pabbly Connect

Compose the SMS body by including the recipient’s name and the message. For example, you might write, ‘Hi [Name], thanks for subscribing. We will reach you shortly.’ Map the recipient’s contact number, ensuring it includes the country code and a plus sign. Once everything is set up, save and send a test request to verify that the SMS functionality works correctly.

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Conclusion

Using Pabbly Connect, you can efficiently send bulk SMS from Google Sheets through Twilio. This integration streamlines the process, allowing you to automate your messaging and reach your clients effectively.