Author: Nitin Maheshwari

Learn how to seamlessly collect leads from Cognito Forms and add them to Pipedrive CRM using Pabbly Connect in this detailed tutorial. 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 collecting leads from Cognito Forms and adding them to Pipedrive CRM, the first step is to access Pabbly Connect. Navigate to the URL Pabbly.com/connect, which will direct you to the Pabbly Connect landing page.

Once on the landing page, you will find options to sign in or sign up for free. If you are a new user, click on ‘Sign Up’ to create an account and receive 100 free tasks. Existing users can simply click on ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will arrive at the applications page. Here, click on the ‘Create Workflow’ button located on the dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow something descriptive, such as ‘Cognito Forms Pipedrive Integration’.
• Click on ‘Create’ to proceed to the next step.

In this section, you will see two important events: Trigger and Action. The trigger application will be Cognito Forms, and the action application will be Pipedrive CRM. This setup will allow you to automate lead collection effectively.

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3. Setting Up the Trigger with Cognito Forms

To set up the trigger in Pabbly Connect, select Cognito Forms as your application. Then, choose ‘New Entry’ as the trigger event. This event will initiate the workflow whenever a new form submission occurs.

Upon selecting the trigger event, a webhook URL will be generated. This URL acts as a bridge between Cognito Forms and Pabbly Connect. Copy this URL and log into your Cognito Forms account.

• In Cognito Forms, navigate to the form you wish to integrate and access the Submission Settings.
• Enable the option to post JSON data to a website and paste the copied webhook URL in the designated field.

Make sure to save the changes in Cognito Forms to finalize the integration setup for the trigger.

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4. Testing the Integration with Pipedrive CRM

Now that the trigger is set up, return to Pabbly Connect to test the integration. You will need to perform a test submission in Cognito Forms to ensure that the data is captured correctly. Fill out the form using the published URL and submit a sample entry.

Once the submission is complete, go back to Pabbly Connect and check for a webhook response. This response will confirm that the data has been received successfully from Cognito Forms.

Verify that the submitted data appears correctly in the Pabbly Connect dashboard. If the test is successful, proceed to set up the action application, which is Pipedrive CRM.

By ensuring that the trigger works properly, you can confidently move on to integrating with Pipedrive CRM.

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5. Creating a Deal in Pipedrive CRM

To complete the integration, select Pipedrive as your action application in Pabbly Connect. Choose the action event ‘Create a New Deal’. This action will create a new deal in your Pipedrive CRM whenever a new lead is submitted through Cognito Forms.

Next, you will need to connect your Pipedrive account with Pabbly Connect. Click on ‘Add New Connection’ and provide your API token from Pipedrive. You can find this token in your Pipedrive account under Company Settings > Personal Preferences > API.

After entering the API token, click on ‘Save’ to establish the connection. Map the fields from the Cognito Forms submission to the corresponding fields in Pipedrive (e.g., title, date of creation, organization).

Once the mapping is complete, click on ‘Save and Send Test Request’ to finalize the deal creation process. Check your Pipedrive account to confirm that the new deal has been successfully created.

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Conclusion

In this tutorial, we explored how to collect leads from Cognito Forms and add them to Pipedrive CRM using Pabbly Connect. By following the steps outlined, you can automate your lead collection process efficiently. This integration not only saves time but also ensures that all your leads are accurately captured in your CRM system.

Learn how to seamlessly integrate Cognito Forms with Google Sheets in real-time using Pabbly Connect. Automate your workflow today! 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 Integration

To integrate Cognito Forms with Google Sheets, start by accessing Pabbly Connect. Go to Pabbly.com/connect to reach the Pabbly Connect landing page.

On the right side, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up’ button to create an account. Existing users can simply sign in. Once signed in, you will be directed to the dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter ‘Add New Cognito Forms Entries to Google Sheets in Real-Time’ and click on ‘Create’.

In this workflow, you will set up a trigger and an action. The trigger application will be Cognito Forms, and the action application will be Google Sheets. Let’s begin by selecting Cognito Forms as the trigger application.

• Select ‘Cognito Forms’ as your trigger application.
• Choose the trigger event as ‘New Entry’.
• Copy the generated webhook URL.

This webhook URL will connect Cognito Forms to Pabbly Connect. Make sure to copy it for later use.

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3. Setting Up Cognito Forms

Log into your Cognito Forms account and create a new form if you haven’t already. For this tutorial, we will use a form named ‘New Admission’. Make sure to include fields like first name, last name, phone number, and email address.

Once your form is ready, go to the ‘Submission Settings’. Enable the option to ‘Post JSON data to a website’ and paste the webhook URL you copied from Pabbly Connect. Click on ‘Save’ to apply the changes.

• Enable ‘Post JSON data to a website’.
• Paste the webhook URL in the ‘Submit Entry Endpoint’ field.

After saving your settings, you need to perform a test submission to ensure data is sent to Pabbly Connect.

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4. Connecting Google Sheets to Pabbly Connect

Now, return to Pabbly Connect and add Google Sheets as your action application. Select the action event as ‘Add New Row’. Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect.

You will be prompted to choose your Google account and authorize access. Once authorized, select the spreadsheet and sheet where you want to add the new entries. Map the fields from your Cognito Forms submission to the columns in Google Sheets.

Select the spreadsheet name where data will be stored. Map the form fields to the corresponding Google Sheets columns.

Make sure all fields are correctly mapped to ensure the data flows smoothly from Cognito Forms to Google Sheets.

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5. Testing the Integration

After mapping the fields, save the workflow and perform a test submission in Cognito Forms. Fill out the form and submit it. Check your Google Sheets to confirm that the new entry appears.

For example, if you enter the name ‘John Doe’ and other details, you should see these entries reflected in your Google Sheets immediately. This confirms that the integration between Cognito Forms and Google Sheets using Pabbly Connect is working successfully.

Submit a test entry in Cognito Forms. Check Google Sheets for the new entry.

With this, you have successfully automated the data entry process between Cognito Forms and Google Sheets using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to integrate Cognito Forms with Google Sheets using Pabbly Connect. This integration allows for real-time updates, making data management more efficient. By following the steps outlined, you can automate your workflows and save time on manual data entry.

Learn how to create Pipedrive contacts for Instamojo payments using Pabbly Connect with this step-by-step tutorial. Automate your workflow efficiently! 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 begin integrating Pipedrive with Instamojo payments, you need to access Pabbly Connect. Start by navigating to the URL Pabbly.com/connect. This will direct you to the Pabbly Connect landing page.

Here, you can either sign in if you’re an existing user or click on the ‘Sign Up for Free’ button if you’re new. Signing up is quick and provides you with 100 free tasks to start your automation journey with Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the ‘Create Workflow’ button on the right side of the dashboard. Click on it to initiate a new workflow. Name your workflow as ‘Create Pipedrive Contact for Instamojo Payments’ to reflect its purpose clearly.

• Select the trigger application as Instamojo.
• Choose the trigger event as ‘New Sale’ to initiate the workflow upon receiving a new payment.
• Copy the webhook URL provided by Pabbly Connect for further configuration.

This webhook URL acts as a bridge connecting Instamojo with Pabbly Connect, allowing for seamless data transfer.

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3. Setting Up the Webhook in Instamojo

Now that you have your webhook URL, log into your Instamojo account. Navigate to the product for which you want to set up the webhook. Click on ‘Advanced Settings’ on the left sidebar, where you will find the option to paste your webhook URL.

After pasting the URL, ensure you save the changes. This step is crucial as it allows Instamojo to send payment data to Pabbly Connect whenever a new sale occurs.

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4. Creating a Contact in Pipedrive

After setting up the webhook, return to Pabbly Connect and proceed to add the action application, which in this case is Pipedrive. Select the action event as ‘Create Person’ to create a new contact in your Pipedrive CRM.

To connect Pabbly Connect with your Pipedrive account, you will need to provide an API token. Log into your Pipedrive account, navigate to ‘Settings’, then to ‘Personal Preferences’, and finally to ‘API’ to find your API token. Copy this token and paste it back into Pabbly Connect to establish the connection.

• Map the fields such as first name, last name, email address, and phone number from the Instamojo payment data.
• Use the ‘Add Action Step’ feature to split the full name into first and last names if necessary.
• Save and send a test request to ensure that the data is correctly mapped.

Once the test is successful, you will see the new contact created in Pipedrive, confirming the integration is working as intended.

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5. Testing the Integration Process

To ensure everything is working correctly, perform a test payment through Instamojo. Go back to your Instamojo account, select the product, and complete the payment process with customer details.

After the payment is completed, return to Pipedrive to verify that the new contact has been created. You should see the customer details populated correctly, confirming that Pabbly Connect has successfully automated the process between Instamojo and Pipedrive.

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Conclusion

In this tutorial, we successfully integrated Instamojo payments with Pipedrive using Pabbly Connect. By following these steps, you can automate the creation of contacts in Pipedrive every time a payment is made through Instamojo. This integration streamlines your workflow, saving you time and effort while ensuring accurate data management.

Learn how to integrate Salesforce with WhatsApp using Pabbly Connect. Follow this step-by-step guide to automate your lead communication effectively. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Salesforce with WhatsApp, the first step is to access Pabbly Connect. Start by navigating to the URL Pabbly.com/connect. Once there, you will see options to sign in or sign up for free.

If you are a new user, simply click on the sign-up option. After creating your account, you will receive 100 free tasks to start with. Existing users can log in directly to access the dashboard of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow something like ‘Salesforce to WhatsApp’ to indicate its purpose.

• Click on ‘Create’ to proceed.
• Select Salesforce as your trigger application.
• Choose the trigger event as ‘New Lead’.

After setting up the trigger, you will need to connect Pabbly Connect to your Salesforce account. Click on ‘Connect’, and follow the prompts to authorize the connection.

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3. Configuring Salesforce in Pabbly Connect

In this step, you will configure Salesforce to work with Pabbly Connect. After connecting, you will be prompted to enter your Salesforce instance URL. This URL can be found in your Salesforce account under the ‘Company Information’ section.

Once you have copied the instance URL, paste it into Pabbly Connect and click on ‘Save and Send Test Request’. This will validate the connection and ensure that Pabbly Connect can retrieve data from Salesforce.

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4. Setting Up WhatsApp in Pabbly Connect

After successfully configuring Salesforce, the next step is to set up WhatsApp as the action application in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose the action event as ‘Send Template Message’.

• Connect Pabbly Connect to your WhatsApp Cloud API account.
• Enter the required details such as token, phone number ID, and business account ID.
• Click on ‘Save’ to finalize the connection.

Once connected, you can create a message template that will be sent to new leads. This template should include dynamic fields to personalize the message for each lead.

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5. Testing the Salesforce and WhatsApp Integration

To ensure that the integration works seamlessly, you need to test it by creating a new lead in Salesforce. Go to the leads section in your Salesforce account and enter the details for a new lead.

After saving the new lead, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will trigger the workflow, and you should receive a WhatsApp message confirming the integration.

Finally, check your WhatsApp to see if the message has been received. If everything is set up correctly, you will receive a thank-you message for signing up, confirming that the integration between Salesforce and WhatsApp using Pabbly Connect is successful.

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Conclusion

In this tutorial, we demonstrated how to integrate Salesforce with WhatsApp using Pabbly Connect. By following the steps outlined, you can automate your communication with leads effectively. This integration helps improve response times and enhances customer engagement.

Learn how to automate sending random quotes on WhatsApp daily using Pabbly Connect and Google Sheets with this step-by-step tutorial. 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 Automation

To start automating the process of sending random quotes via WhatsApp, first access Pabbly Connect. Create a free account by visiting Pabbly.com/connect. Once registered, log in to your account and navigate to the dashboard.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Randomly Send Quotes on WhatsApp Daily from Google Sheets’. Click on the ‘Create’ button to initiate the setup. This is where you will define the trigger and action for your automation process.

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2. Scheduling the Workflow with Pabbly Connect

In the workflow setup, the first step is to schedule the automation. Select the ‘Schedule by Pabbly’ app as your trigger. This allows you to run the workflow daily at a specific time. Set the frequency to daily and choose the desired time (e.g., 8:10 AM). using Pabbly Connect

• Choose ‘Schedule by Pabbly’ as the trigger app.
• Set the frequency to daily.
• Select the time for sending quotes.

After saving this step, you will see a confirmation of the scheduled time. This ensures that your automation will run at the specified time every day.

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3. Fetching User Data from Google Sheets

The next step involves fetching user data from Google Sheets using Pabbly Connect. Select the ‘Google Sheets’ application and choose the ‘Get Row’ action. Connect your Google account to allow Pabbly Connect to access your sheets.

Once connected, select the sheet containing user details. Specify the range of data you want to retrieve (e.g., A2 to C6). This will allow Pabbly Connect to capture all necessary user information for sending quotes via WhatsApp.

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4. Iterating Over User Rows with Pabbly Connect

Since you want to send messages to each user individually, use the ‘Iterator by Pabbly’ feature. This will separate the user data row-wise, allowing you to send messages one by one. Select the array of user data captured in the previous step and map it accordingly. using Pabbly Connect

• Choose ‘Iterator by Pabbly’ to separate user data.
• Map the user data to prepare for sending messages.

After setting up the iterator, you will be able to handle each user’s data separately, which is essential for the next steps in the automation process.

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5. Sending Random Quotes to WhatsApp

To send random quotes, you need to fetch the quotes from another Google Sheets file. Use the ‘Get Row’ action again for the quotes sheet. This time, however, you will introduce a random selection process. Use the ‘Number Formatter’ feature in Pabbly Connect to generate a random number within the range of your quotes.

Map this random number to fetch a specific quote from your quotes sheet. Finally, select the ‘WhatsApp Cloud API’ to send the message. Set up the connection by entering your WhatsApp API details and select the message template you created earlier.

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Conclusion

This tutorial demonstrates how to automate the process of sending random quotes via WhatsApp using Pabbly Connect and Google Sheets. By following the steps outlined, you can set up a daily automation that enhances your communication with users. Using Pabbly Connect, you can ensure that your messages are sent efficiently and effectively.

Learn how to automatically create folders in Google Drive using Pabbly Connect when receiving new files from clients. Follow this step-by-step guide. 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. Introduction to Automating Google Drive with Pabbly Connect

In this tutorial, we will explore how to automate the creation of folders in Google Drive using Pabbly Connect. This integration allows users to manage files from clients seamlessly. By connecting applications like Content Snare to Google Drive, you can ensure that all files are organized automatically.

Using Pabbly Connect, you can set up workflows that trigger folder creation whenever new files are received. This eliminates the need for manual management and streamlines your document handling process.

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2. Setting Up Your Pabbly Connect Account

To begin, visit the Pabbly Connect website and create a free account. After signing in, you will be directed to the dashboard where you can start creating workflows. Click on the blue button labeled ‘Create Workflow’ to initiate the process. using Pabbly Connect

• Click on ‘Create Workflow’ to start.
• Name your workflow (e.g., ‘Auto Create Google Drive Folders from Content Snare’).
• Select the trigger application, which will be Content Snare in this case.

Once you have named your workflow and selected the trigger application, you will need to configure it to listen for new files. This setup is essential for automating the folder creation process in Google Drive.

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3. Connecting Content Snare to Pabbly Connect

In this step, you will connect Content Snare to Pabbly Connect. Select Content Snare as your trigger application and choose the relevant event, such as ‘Request Completed’. This event will trigger the workflow when a client submits their files.

Copy the generated webhook URL from Pabbly Connect and navigate to your Content Snare account. In the settings, find the integration option and paste the webhook URL into the webhook section. Make sure to remove the ‘https://’ portion to ensure proper functionality.

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4. Creating Folders in Google Drive Automatically

After successfully connecting Content Snare, the next step involves setting up Google Drive to create folders automatically. In Pabbly Connect, add a new action and select Google Drive as the application. Choose the action event ‘Create Subfolder’ to specify that you want to create a folder within an existing folder.

• Select the Google Drive account you want to use.
• Map the folder name using the client’s email or name for uniqueness.
• Click on ‘Save’ to create the folder.

This process allows you to maintain organized records for each client automatically. By using Pabbly Connect, the folder structure is created without any manual intervention, ensuring efficiency in document management.

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5. Finalizing the Integration and Testing

To finalize the integration, you can add additional actions in Pabbly Connect to upload files into the newly created folders. For instance, after creating the subfolder, you can add another action to upload the client’s documents directly into their respective folders.

After setting up all actions, test the workflow by submitting a request in Content Snare. Ensure that the folders and files are created correctly in Google Drive. This testing phase is crucial to confirm that your automation works as intended with Pabbly Connect.

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Conclusion

Using Pabbly Connect, you can automate the process of creating folders in Google Drive whenever new files are received from clients. This integration not only saves time but also keeps your documents organized efficiently. Start automating today to streamline your workflow!

Learn to automate candidate shortlisting and notifications using Pabbly Connect and Pabbly Connect. Streamline your recruitment process effortlessly. 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. Setting Up Pabbly Connect for Recruitment Automation

To start automating your recruitment process, access Pabbly Connect by signing up for an account. This platform allows you to create automated workflows without any coding skills.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Recruitment Automation,’ and click on the ‘Create’ button to begin setting up your automation.

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2. Integrating Google Forms with Pabbly Connect

In this section, you will connect Google Forms to Pabbly Connect as your trigger application. This integration is crucial for receiving job applications from candidates.

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

After setting this up, you will need to configure your Google Form to send responses to the connected spreadsheet. Ensure that the form collects essential information such as full name, email address, educational qualification, and location.

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3. Using Pabbly Form Builder for Candidate Applications

Next, leverage Pabbly Form Builder to create a custom form for candidates to submit their applications. This form will be integrated with Pabbly Connect to automate the collection of responses.

Make sure to include fields for the candidate’s name, email, qualifications, and any other relevant information. Once the form is created, link it to the Google Sheets where responses will be collected.

• Create a new form in Pabbly Form Builder.
• Add necessary fields for candidate information.
• Connect this form to your Google Sheets for data collection.

With these steps completed, your form is ready to collect candidate applications, which will trigger workflows in Pabbly Connect.

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4. Configuring Email Notifications via Gmail

Now, set up Gmail as the action application in Pabbly Connect to send automated emails to candidates based on their qualifications. This ensures that candidates receive notifications promptly.

To do this, create a new action step and select Gmail. Choose the action event as ‘Send Email.’ You will need to connect your Gmail account and specify the recipient’s email, subject, and body of the email.

Map the recipient’s email from the Google Forms data. Enter a subject line relevant to the job application. Draft the email content tailored for each candidate.

By completing this setup, you ensure that each candidate receives an email notification based on their qualifications, enhancing the recruitment process through Pabbly Connect.

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5. Finalizing and Testing the Workflow

Finally, review your entire workflow in Pabbly Connect to ensure everything is configured correctly. Test the setup by submitting a sample application through the Google Form.

Check if the data is captured in Pabbly Connect and confirm that the corresponding email notifications are sent out correctly. Make adjustments as necessary to refine your automation.

Submit a test application through your Google Form. Verify the captured data in Pabbly Connect. Ensure the appropriate email notifications are sent.

Once satisfied with the testing, your recruitment automation process is ready to run seamlessly in the background, allowing you to focus on other tasks while Pabbly Connect manages candidate communications.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate candidate shortlisting and notifications efficiently. By integrating Google Forms and Gmail, you can streamline your recruitment process and enhance communication with candidates.

Learn how to automate sending Google Alerts to Notion using Pabbly Connect. Follow our step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Gmail and Notion Integration

To start sending Google Alerts to Notion automatically, you must first set up Pabbly Connect. This powerful automation tool allows you to connect Gmail and Notion seamlessly. Begin by signing up for a free account on the Pabbly Connect website.

Once registered, log in to your Pabbly Connect account and navigate to the dashboard. Here, click on the ‘Create Workflow’ button to initiate the integration process. You can name your workflow something descriptive like ‘Gmail to Notion Automation’.

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2. Configuring Gmail as the Trigger Application in Pabbly Connect

In this step, you’ll configure Gmail to act as the trigger for your automation using Pabbly Connect. Select Gmail from the list of applications and choose the event that will trigger the workflow, which is ‘New Email.’ This event will activate whenever a new email arrives in your Gmail inbox.

Next, you need to set up the email parser feature in Pabbly Connect. This feature allows you to capture specific emails from your Gmail account. Copy the parser address provided by Pabbly Connect and head to your Gmail settings. Here are the steps to follow:

• Go to Gmail settings and click on ‘See all settings.’
• Navigate to the ‘Forwarding and POP/IMAP’ tab.
• Add the Pabbly Connect parser address as a forwarding address.
• Save changes and confirm the forwarding by checking your Pabbly Connect account for a test email.

After setting up the forwarding address, you will be able to capture incoming emails in your Pabbly Connect workflow.

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3. Filtering Emails to Send to Notion Automatically

Now that you’ve set up Gmail as the trigger, the next step is to filter the emails you want to send to Notion using Pabbly Connect. This is crucial to ensure that only relevant emails are captured. You can set a condition to filter emails based on keywords.

In the Pabbly Connect workflow, add a filter step. Choose the subject line of the email as the field to filter. Set the filter type to ‘Contains’ and input your keyword, such as ‘book club.’ This means only emails with the subject containing ‘book club’ will proceed to the next step of the workflow.

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4. Setting Up Notion as the Action Application in Pabbly Connect

After filtering the emails, it’s time to set up Notion as the action application in Pabbly Connect. Select Notion from the application list and choose the action event ‘Create Page.’ This action will create a new page in your Notion database for each filtered email.

To connect Notion with Pabbly Connect, you will need to provide an integration token. Go to your Notion settings, create a new integration, and copy the access token. Paste this token into Pabbly Connect to establish the connection. Make sure to select the correct database where you want the email details to be stored.

Map the fields from the Gmail trigger to the corresponding fields in Notion. For instance, map the sender’s email, subject, and body text from the email to the respective fields in your Notion database.

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5. Testing and Activating Your Gmail to Notion Automation

The final step is to test your automation to ensure everything is working correctly. In Pabbly Connect, click on the ‘Save and Send Test Request’ button to check if the data is being sent to Notion successfully. You should see a confirmation in your Notion database that the email details have been added.

If the test is successful, your automation is now ready to run in the background! Whenever you receive a new email that matches your filter criteria, it will automatically create a new page in your Notion database with the relevant details.

This setup allows you to manage your Google Alerts efficiently, ensuring that you stay organized and up-to-date with your interests.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Google Alerts to Notion automatically. By following these steps, you can streamline your workflow and keep your Notion database updated effortlessly.

Learn how to automate adding Pointerpro contacts to Google Sheets using Pabbly Connect. Follow this step-by-step guide to streamline your workflow. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Automation

To integrate Pointerpro contacts with Google Sheets, begin by accessing Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Visit the Pabbly Connect website and create an account. After signing up, log in to your dashboard where you can create workflows. This is where the automation magic happens.

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2. Create a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button to initiate a new automation process. Name your workflow, such as ‘Pointerpro to Google Sheets’. This name will help you identify the workflow later.

After naming your workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, Pointerpro is the trigger application.

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3. Set Up Pointerpro as the Trigger Application

In the Trigger section, select Pointerpro as your trigger application. This application will check for new contacts every 10 minutes. Choose the ‘New Contact’ option as the trigger event to ensure that each new contact added to Pointerpro will be captured. using Pabbly Connect

Next, connect Pointerpro by selecting ‘Add New Connection’. You will need to input the API key from your Pointerpro account. To find the API key, navigate to your Pointerpro dashboard, click on your profile icon, and select ‘My Account’. Here, you will find your API key to copy and paste into Pabbly Connect.

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4. Configure Google Sheets as the Action Application

Now that you have set up Pointerpro as the trigger, it’s time to configure Google Sheets as the action application. In the Action section of Pabbly Connect, select Google Sheets and choose the ‘Add New Row’ action event.

Connect your Google account and authorize Pabbly Connect to access your Google Sheets. Once connected, select the specific spreadsheet where you want to add the new contact details. For instance, if your spreadsheet is named ‘Pointerpro Signups’, search for and select it.

• Choose the sheet name, such as ‘Sheet1’.
• Map the fields from Pointerpro to the corresponding columns in Google Sheets (e.g., First Name, Last Name, Email, Personal ID).
• After mapping, save and test the connection.

After saving and sending a test request, you should see the contact details populated in your Google Sheets. This confirms that the integration is working properly.

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5. Finalize Your Automation Setup

With your workflow configured, it’s important to finalize the setup. Click on ‘Save’ to ensure that your automation is active. Now, every 10 minutes, Pabbly Connect will check for new contacts in Pointerpro and automatically add them to Google Sheets.

This setup requires only a one-time configuration. After that, you can sit back and let Pabbly Connect manage the integration for you. Whenever a new contact is added in Pointerpro, it will appear in your Google Sheets without any manual effort.

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Conclusion

In this tutorial, we explored how to automate adding Pointerpro contacts to Google Sheets using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that your contact lists are always up-to-date effortlessly.

Learn how to integrate WhatsApp and Facebook Lead Ads using Pabbly Connect. Follow our step-by-step tutorial to streamline your lead management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate WhatsApp and Facebook Lead Ads, start by accessing Pabbly Connect. Navigate to the Pabbly Connect website by typing the URL Pabbly.com/connect in your browser. This will take you to the landing page where you can either sign in or sign up for a new account.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which grants you 100 free tasks. Existing users can simply click on the ‘Sign In’ button to access their dashboard. Once logged in, you will be directed to the application space of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you can name it ‘Integrate WhatsApp and Facebook Lead Ads’. Once named, click on the ‘Create’ button to proceed.

In the newly created workflow, you will see two sections: Trigger and Action. The trigger application for this workflow will be Facebook Lead Ads. Click on Facebook Lead Ads and select the trigger event as ‘New Lead Instant’. Next, click on ‘Connect’ to establish a connection between Pabbly Connect and your Facebook Lead Ads account.

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3. Setting Up Facebook Lead Ads in Pabbly Connect

Once connected to Facebook Lead Ads, you will need to select the specific page and lead generation form associated with your ads. After connecting, you will be prompted to choose your Facebook page. For instance, select ‘ABC Plant Nursery’ and the corresponding form will automatically populate. Click on ‘Save and Send Test Request’ to test the connection.

After testing, you will need to log into the Facebook Lead Ads testing tool to submit a test lead. Fill in the required fields such as name, email address, and phone number in the form. Once submitted, return to Pabbly Connect to verify that the API response has been received successfully, confirming that the connection is working.

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4. Integrating WhatsApp to Send Notifications

With the Facebook Lead Ads integration confirmed, the next step is to set up WhatsApp to send notifications. In the action application section, select the WhatsApp Cloud API and choose the action event as ‘Send Template Message’. Click on ‘Connect’ to link Pabbly Connect with your WhatsApp Cloud API account.

You will need to provide the access token, phone number ID, and WhatsApp Business account ID. These can be obtained from your Meta for Developers account. After entering the required details, click ‘Save’. You will then need to select the template message you wish to send to your leads.

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5. Finalizing the Integration Process

To finalize the integration, you will need to create a message template in your WhatsApp account. This template will be used to send notifications to both the admin and the new leads. Once the template is created, return to Pabbly Connect and map the necessary fields such as the recipient’s mobile number, name, and email address from the Facebook Lead Ads response.

After mapping the data, click on ‘Save and Send Test Request’ to send a test message. Ensure that you receive the message on WhatsApp, confirming that the integration is successful. You can then repeat the process for sending a message to the lead, ensuring that all information is correctly mapped and sent.

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Conclusion

In this tutorial, we demonstrated how to integrate WhatsApp and Facebook Lead Ads using Pabbly Connect. By following these steps, you can automate your lead notifications effectively, ensuring timely communication with both leads and admins. This integration enhances your lead management process significantly.