Author: Nitin Maheshwari

Learn how to automate adding Razorpay customers to Flowlu CRM using Pabbly Connect. Follow this detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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Setting Up Pabbly Connect for Razorpay and Flowlu Integration

To integrate Razorpay with Flowlu CRM, you first need to set up Pabbly Connect. This platform acts as the central automation tool that connects various applications seamlessly. Start by signing up for a free account on Pabbly Connect’s landing page.

Once you have logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the integration process. You can name your workflow, for example, ‘Razorpay to Flowlu Automation’. After naming, click the ‘Create’ button to proceed.

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Selecting Razorpay as the Trigger Application

In this step, you will select Razorpay as the trigger application within Pabbly Connect. The trigger event will be set to ‘New Payment Captured’. This event will activate the workflow whenever a new payment is made through Razorpay.

After selecting Razorpay, you will receive a Webhook URL. This URL is crucial as it will be used to connect Razorpay to your Pabbly Connect workflow. Copy this URL and keep it ready for the next steps.

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Configuring Webhook in Razorpay Dashboard

Next, navigate to your Razorpay dashboard to set up the webhook. Click on the ‘Settings’ option on the left-hand side and select the ‘Webhooks’ tab. Here, click on the ‘Add New Webhook’ button to create a new webhook. using Pabbly Connect

• Paste the copied Webhook URL from Pabbly Connect.
• Select the event ‘Payment Captured’ to send data to Pabbly Connect.
• Click on the ‘Create Webhook’ button to save your configuration.

After setting up the webhook, Pabbly Connect will begin waiting for responses from Razorpay. You can now perform a test payment to check if the integration works as expected.

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Testing Payment and Setting Up Flowlu CRM

To test the integration, create a test payment using Razorpay. Open your payment page in an incognito window and fill in the details of a dummy customer. Make sure to use test card details for this process. using Pabbly Connect

Once the payment is successful, return to your Pabbly Connect workflow. You should see the details of the test payment captured successfully. Now, it’s time to set up Flowlu CRM as the action application in your workflow.

• Select Flowlu as the action application.
• Choose the action event ‘Create CRM Account’.
• Connect your Flowlu account by providing the API key and account URL.

After connecting, map the necessary fields like first name, last name, and email address using the data captured from Razorpay. This ensures that every new payment creates a corresponding contact in Flowlu automatically.

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Finalizing the Integration

Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button to finalize the integration. If everything is set up properly, a new contact will be created in Flowlu CRM with the details of the test payment.

This automated process means that every time a new payment is captured via Razorpay, a new contact will be added to Flowlu CRM without any manual intervention. You only need to set this up once, and it will run in the background automatically.

In conclusion, integrating Razorpay with Flowlu CRM using Pabbly Connect is a straightforward process that enhances your customer management efficiency. By following these steps, you can ensure that all your Razorpay customers are automatically added to Flowlu CRM, streamlining your workflow and saving time.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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Learn how to seamlessly integrate Salesforce leads into MS Excel using Pabbly Connect. Follow our step-by-step guide for smooth automation. 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 Salesforce and MS Excel Integration

In this section, we will explore how to access Pabbly Connect to facilitate the integration of Salesforce leads into MS Excel. Start by navigating to the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once you reach the landing page, you will see options to either sign in or sign up for free.

If you are a new user, click on the Sign Up button to create your account. As a new user, you will receive 100 free tasks to get started with the automation process. Existing users can simply sign in to their accounts to proceed. After signing in, you will be directed to the dashboard of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a workflow for integrating Salesforce leads with MS Excel. Click on the blue Create Workflow button located at the top right corner. You will be prompted to name your workflow; for this integration, you can name it Salesforce Leads to MS Excel.

• Click on the Create button after naming your workflow.
• You will see two sections: Trigger and Action.

In this case, Salesforce will be your trigger application. Select Salesforce as your trigger application and choose New Lead as the trigger event. Click on Connect to establish a connection between Pabbly Connect and your Salesforce account.

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3. Connecting Salesforce to Pabbly Connect

To connect Salesforce with Pabbly Connect, click on Add New Connection. You will need to authorize Pabbly Connect to access your Salesforce account. Ensure you are logged into your Salesforce account to proceed smoothly. After successful authorization, you will be prompted to enter your Salesforce instance URL.

To find your instance URL, go to your Salesforce account, navigate to Setup, and then to Company Information. Here, you will see your instance number, which is crucial for the integration. For example, if your instance number is ap16, you will use the corresponding URL provided by Pabbly Connect to fill in the required field.

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4. Creating New Leads in Salesforce

After connecting Salesforce to Pabbly Connect, the next step is to create a new lead in Salesforce. Navigate to the Contacts section in your Salesforce account and click on Create New. Fill in the lead details, such as first name, last name, company name, and other relevant information.

• Example lead details: First Name: Testing, Last Name: Demo, Company: Pabbly Connect.
• Select the lead source and provide other necessary fields.

Once you have filled in all the required fields, click on Save. This action will trigger Pabbly Connect to capture the lead information, which will later be sent to MS Excel.

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5. Adding Leads to MS Excel via Pabbly Connect

Now that the lead has been created in Salesforce, it’s time to add this data to MS Excel. In Pabbly Connect, select Microsoft Excel as your action application and choose Add Row to Worksheet as the action event. Click on Connect to link your Microsoft Excel account with Pabbly Connect.

Upon successful connection, you will need to select the workbook and worksheet where you want the lead data to be added. Ensure that your Excel sheet has the necessary columns such as first name, last name, email, phone number, and other relevant fields.

Once the mapping is complete, click on Save and Send Test Request. This action will send the captured lead information from Salesforce to your specified Excel sheet. Refresh your Excel sheet to verify that the lead data has been successfully added.

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Conclusion

In this tutorial, we have demonstrated how to integrate Salesforce leads into MS Excel using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads to your Excel spreadsheets seamlessly. This integration not only saves time but also enhances data management efficiency.

Learn how to save chatbot contact emails to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration with Joonbot. 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 save chatbot contact emails to Google Sheets, you need to start by accessing Pabbly Connect. Open your web browser and type the URL Pabbly.com/connect. This will take you to the Pabbly Connect landing page.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. After signing up, you will receive 100 free tasks to get started. Once logged in, navigate to the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it something like ‘Save Chatbot Contact Email to Google Sheets’ and click on ‘Create’.

• Choose Joonbot as your trigger application.
• Select ‘Configure Webhooks’ as the trigger event.

After selecting the trigger event, you will receive a webhook URL. This URL acts as a bridge between Joonbot and Pabbly Connect. Copy this URL as you will need it to set up the webhook in Joonbot.

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3. Setting Up Joonbot for Webhook

Now that you have your webhook URL, log into your Joonbot account. In the Joonbot interface, select the chatbot you want to use for this integration. Scroll down to the ‘Trigger a Webhook’ option and click on it.

• Create a new webhook and name it ‘Google Sheets Integration’.
• Select POST as the webhook method.
• Paste the copied webhook URL into the URL field.

Once you have entered all the details, click on ‘Create’. This successfully creates the webhook in Joonbot, allowing it to communicate with Pabbly Connect.

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4. Testing the Webhook Connection

To ensure that the webhook is working, you need to perform a test submission. Go back to Pabbly Connect and click on ‘Test Webhook’. This will prompt you to send a test request from Joonbot.

In Joonbot, navigate to the chatbot preview and fill in the required fields, including name and email address. After submitting the information, return to Pabbly Connect to check if the webhook response has been recorded. You should see the test data reflected in the webhook response.

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5. Adding Data to Google Sheets

The final step is to set up Google Sheets as the action application in Pabbly Connect. Click on ‘Add Action’ and select Google Sheets. Choose ‘Add New Row’ as the action event.

Connect your Google account by clicking on ‘Add New Connection’. Once connected, select the spreadsheet and the specific sheet where you want the data to be added. Map the fields from the webhook response to the corresponding columns in Google Sheets, such as name and email address. Finally, click on ‘Save and Send Test Request’ to complete the setup.

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Conclusion

In this tutorial, we explored how to save chatbot contact emails to Google Sheets using Pabbly Connect. By following these steps, you can automate the process of capturing contact information from Joonbot directly into your Google Sheets, enhancing your data management efficiency.

Learn how to seamlessly integrate Aweber contacts into MS Excel using Pabbly Connect with this step-by-step tutorial. 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 Aweber and MS Excel Integration

To start integrating Aweber contacts into MS Excel, first, you need to access Pabbly Connect. Go to the Pabbly website and navigate to the Pabbly Connect section. If you are a new user, sign up for a free account, which includes 100 free tasks. Existing users should simply sign in to their accounts.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will prompt you to name your workflow. For this integration, name it ‘Aweber to MS Excel’ and click on the ‘Create’ button to proceed.

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2. Setting Up Aweber as the Trigger Application

In the newly created workflow, you will set up Aweber as the trigger application. Click on the trigger application option and select Aweber. You will then be prompted to choose a trigger event; select ‘New Subscriber in List’. This event ensures that every time a new subscriber is added to your Aweber account, the workflow will automatically initiate. using Pabbly Connect

• Select ‘New Subscriber in List’ as the trigger event.
• Click on ‘Connect’ to link your Aweber account.
• Authorize Pabbly Connect to access your Aweber account.

After successfully connecting, Pabbly Connect will capture your Aweber account details and the list ID. This setup allows Pabbly Connect to listen for new subscriber events, which is crucial for the integration with MS Excel.

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3. Adding a Subscriber in Aweber

Next, you need to add a subscriber in Aweber to test the integration. Go to your Aweber account and navigate to the ‘Subscribers’ section. Click on ‘Add Subscriber’ and fill in the required information, such as name, email address, and any additional details like tags or custom fields. using Pabbly Connect

• Enter the subscriber’s name and email address.
• Add any tags, such as ‘new subscriber’.
• Fill in optional custom fields if necessary.

After entering the details, click on ‘Add Subscriber’. Once the subscriber is added, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the new subscriber’s data, which will be used in the next step to add the information to MS Excel.

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4. Formatting Date and Time for MS Excel

To include the date and time of creation in your Excel sheet, you need to add a date-time formatter action in Pabbly Connect. Click on the action step and select ‘Date/Time Formatter’. Choose the action event ‘Format Date’ to ensure that the date is in the correct format for MS Excel. using Pabbly Connect

Select ‘Format Date’ as the action event. Map the date from the previous step. Choose your desired date format.

Once the date is formatted, click on ‘Save and Send Test Request’. This will output the date in the desired format, making it ready to be added to your Excel sheet in the next step.

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5. Adding a Row to MS Excel

Now that you have all the necessary data, it’s time to add a new row in MS Excel. Select ‘Microsoft Excel’ as the next action application in Pabbly Connect. Choose the action event ‘Add Row to Worksheet’ to ensure that the new subscriber’s details are appended to your existing Excel sheet. using Pabbly Connect

Connect your MS Excel account to Pabbly Connect. Select the workbook and worksheet where you want to add the data. Map the data fields from the previous steps to the corresponding columns in your Excel sheet.

After mapping the data, click on ‘Save and Send Test Request’. Once the request is successful, go to your MS Excel sheet and refresh the page to see the newly added subscriber’s details. This confirms that the integration process is complete and functioning correctly.

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Conclusion

In this tutorial, we successfully integrated Aweber with MS Excel using Pabbly Connect. By following these steps, you can automate the process of adding subscribers to your Excel sheets, streamlining your data management. With Pabbly Connect, managing your subscriber information has never been easier.

Learn how to automate adding contacts from MS Excel to SendGrid using Pabbly Connect. This step-by-step guide covers all necessary actions and configurations. 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. Access Pabbly Connect for Automation

To automate the process of adding contacts from MS Excel to SendGrid, you first need to access Pabbly Connect. This platform serves as the central integration tool that allows you to connect various applications seamlessly.

Start by visiting the Pabbly Connect website. If you don’t have an account, create one for free. Once logged in, navigate to the dashboard where you can initiate your automation workflow.

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2. Create a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that triggers when a new contact is added in MS Excel. Click on the blue button labeled ‘Create Workflow’ and name it something relevant, such as ‘MS Excel to SendGrid Automation’.

After naming your workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to Microsoft Excel, and the action will be SendGrid. This setup ensures that when a new contact is added to Excel, it will automatically be added to SendGrid.

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3. Connect Microsoft Excel to Pabbly Connect

To connect Microsoft Excel, select it as your trigger application in Pabbly Connect. The trigger event should be set to ‘New Row in Worksheet’. This means every time a new row is added to your Excel worksheet, it will trigger the automation process.

Click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to log in to your Microsoft Excel account to give Pabbly Connect access. Once connected, select the workbook you want to use, such as ‘All Lead Data’. After this, you can add a new contact in Excel and see it captured in Pabbly Connect.

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4. Connect SendGrid to Pabbly Connect

Next, you will set up the action to connect SendGrid within Pabbly Connect. Choose SendGrid as your action application and select the action event ‘Add Contact’. This setup will allow you to add the newly created contacts from Excel directly to your SendGrid account.

To connect SendGrid, you will need to provide an API key. Navigate to your SendGrid account settings, create a new API key with full access, and copy it. Go back to Pabbly Connect, paste the API key, and click ‘Save’. After connecting, choose the email list where the contacts will be added.

• Select the list name from the available options or create a new list.
• Map the fields such as email, first name, and last name from the Excel data.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once you complete these steps, the integration will be set up, and you will see the contacts being added to SendGrid automatically.

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5. Finalize Your Automation Setup

After successfully connecting both applications, you need to finalize your automation in Pabbly Connect. This includes ensuring that the trigger checks for new data every eight hours, which means any new contacts added to your Excel sheet will be transferred to SendGrid during this interval.

Finally, test the entire workflow by adding a new contact to your Excel sheet and observing if it appears in SendGrid. If everything is set up correctly, you will see the new contact reflected in your SendGrid email list.

This automation will save you time and effort by eliminating the need for manual data entry, allowing you to focus on your marketing efforts.

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Conclusion

In this tutorial, we explored how to automate the process of adding contacts from MS Excel to SendGrid using Pabbly Connect. By following the steps outlined, you can streamline your contact management process and enhance your email marketing campaigns.

Learn how to automate adding contacts from MS Excel to Sendinblue using Pabbly Connect with this detailed step-by-step tutorial. 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. Introduction to Pabbly Connect for Excel and Sendinblue Integration

Pabbly Connect is an automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will explore how to add contacts from MS Excel to Sendinblue using Pabbly Connect. This integration helps streamline your workflow by automating the process of transferring contact data.

By utilizing Pabbly Connect, you can eliminate the need for manual data entry, ensuring that your contacts are always up to date in Sendinblue. This tutorial will provide a step-by-step guide to setting up this integration effectively.

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2. Setting Up Your Pabbly Connect Account

To begin, you need to create a free account on Pabbly Connect. Once you have your account set up, log in to access the dashboard. Click on the blue button labeled ‘Create Workflow’ to start the integration process. Name your workflow, for example, ‘MS Excel to Sendinblue Integration,’ and click ‘Create’.

• Visit the Pabbly Connect website.
• Create a free account or log in if you already have one.
• Click on ‘Create Workflow’ and name your workflow.

After creating your workflow, you will see two boxes for Trigger and Action. This is where you will connect MS Excel and Sendinblue using Pabbly Connect.

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3. Connecting MS Excel with Pabbly Connect

In the Trigger box, select Microsoft Excel as the application. For the Trigger Event, choose ‘New Row in Worksheet’ to capture new contacts added to your Excel sheet. Click ‘Connect’ and then ‘Add New Connection’. You will need to log in to your OneDrive account where your Excel file is stored. using Pabbly Connect

Once connected, select the specific workbook containing your contact data. For example, if your workbook is named ‘All Lead Data’, select it from the list. After selecting the workbook, click ‘Save and Send Test Request’. This action will capture the most recent data added to the Excel sheet.

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4. Adding Contacts to Sendinblue via Pabbly Connect

Next, you will set up the action to add contacts to Sendinblue. In the Action box, select Sendinblue and choose ‘Create or Update Contact’ as the Action Event. Click ‘Connect’ and then ‘Add New Connection’. You will need your Sendinblue API key, which can be found under your account settings.

After connecting to Sendinblue, map the fields from your Excel data to the corresponding fields in Sendinblue. For instance, map the email address and name from Excel to the email and first name fields in Sendinblue. Once all fields are mapped, click ‘Save and Send Test Request’ to add the contact.

• Select Sendinblue in the Action box.
• Choose ‘Create or Update Contact’ as the Action Event.
• Map Excel fields to Sendinblue fields.

Upon successful completion, you will receive a confirmation that the contact has been added to Sendinblue. This process illustrates how Pabbly Connect facilitates seamless integration between Excel and Sendinblue.

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5. Automating Future Contacts with Pabbly Connect

Once the initial setup is complete, Pabbly Connect will check for new contacts in your Excel sheet every eight hours. This means that any new contacts added will automatically be uploaded to Sendinblue without any manual intervention.

To ensure a smooth experience, remember that you can always check your Sendinblue account to confirm that new contacts have been added. Additionally, you can revisit Pabbly Connect at any time to refine your workflow or make adjustments as needed.

This automation allows you to focus more on your business while Pabbly Connect handles the data transfer seamlessly in the background. You can also explore integrating other applications with Pabbly Connect to further enhance your workflow efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate adding contacts from MS Excel to Sendinblue. By following the steps outlined, you can streamline your contact management process and ensure that your Sendinblue account is always up to date.

Learn how to save Instagram photos to Dropbox automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Access Pabbly Connect for Instagram to Dropbox Integration

To begin saving Instagram photos to Dropbox automatically, you first need to access Pabbly Connect. Visit the official website by typing ‘Pabbly.com’ in your browser. As a new user, click on the ‘Sign Up for Free’ button to create your account in just two minutes.

If you are already a user, simply click on ‘Sign In’. Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. Here, you will find the dashboard where you can create your workflow.

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2. Create a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+’ sign to create a new workflow. Name your workflow as ‘Instagram to Dropbox Integration’. This name can be customized as per your preference.

Once you click ‘Create’, you will see a trigger and action window. Pabbly Connect operates on the principle of triggers and actions, meaning that when a specific event occurs (trigger), a corresponding action is executed. In this case, the trigger will be a new post on Instagram, and the action will be saving that post to Dropbox.

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3. Set Up Instagram Trigger in Pabbly Connect

To set up the trigger, click on the trigger window and select ‘Instagram for Business’ as the application. Choose the trigger event as ‘New Media Posted in My Account’. Then, click on ‘Connect’ and select ‘Add New Connection’.

Once you authorize the connection, ensure you are logged into your Instagram account. After a successful connection, select the Instagram account you want to use. To test the trigger, create a new post on Instagram. After posting, return to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the latest post details.

• Select ‘Instagram for Business’ as the application.
• Choose ‘New Media Posted in My Account’ as the trigger event.
• Authorize the connection to your Instagram account.
• Create a new post on Instagram to test the trigger.

Once the test request is successful, you will see details like media URL and caption captured in Pabbly Connect.

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4. Set Up Dropbox Action in Pabbly Connect

Next, you will set up the action to save the Instagram photo in Dropbox. Click on the action window and select ‘Dropbox’ as the application. Choose the action event as ‘Upload File’. Click on ‘Connect’ and then ‘Add New Connection’ to link your Dropbox account. using Pabbly Connect

Make sure you are logged into your Dropbox account before creating the connection. Once connected, you will need to provide the file URL for the image you want to upload. Map the media URL from the Instagram trigger response to the file URL field in Dropbox.

• Select ‘Dropbox’ as the application.
• Choose ‘Upload File’ as the action event.
• Map the media URL from Instagram to Dropbox.
• Specify the file name with the proper extension (e.g., PNG).

After mapping the required fields, click on ‘Save and Send Test Request’ to verify if the image is uploaded successfully to your specified Dropbox folder.

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5. Test the Instagram to Dropbox Integration

After configuring the integration, it’s essential to test it to ensure everything works seamlessly. Create another post on your Instagram account, and after sharing it, check your Dropbox folder. Since the trigger is polling based, it may take a few minutes to capture the new data.

Once the data is captured, you should see the new Instagram photo saved in the specified Dropbox folder. This confirms that the integration set up via Pabbly Connect is functioning correctly. You can then save your workflow in Pabbly Connect for future use.

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Conclusion

In this tutorial, we have demonstrated how to save Instagram photos to Dropbox automatically using Pabbly Connect. By following the steps outlined, you can easily create an integration that saves your Instagram media directly to Dropbox. This automation streamlines your workflow and ensures your photos are securely stored.

Learn how to automatically share posts on Facebook and Instagram from MS Excel using Pabbly Connect in this detailed tutorial. Follow the step-by-step process for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To automatically share posts on Facebook and Instagram from MS Excel, you first need to access Pabbly Connect. Start by visiting the Pabbly website at www.Pabbly.com. If you are a new user, click on the ‘Sign up for free’ button to create an account. This process takes just two minutes and grants you free tasks every month.

If you already have an account, click on ‘Sign in’ and navigate to the all apps section. Select Pabbly Connect and click on ‘Access Now’ to enter your dashboard. Here, you can create workflows that automate your posting process.

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2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something descriptive, like ‘Share Post on Facebook and Instagram from MS Excel’. This name helps identify your automation later.

In the workflow setup, you’ll see a trigger and an action window. The trigger signifies when a specific event occurs, while the action defines what happens as a result. In this case, the trigger will be a new row added to your Excel worksheet, which will initiate the posting process.

• Click on ‘Create Workflow’.
• Select ‘Microsoft Excel’ as the application.
• Choose ‘New Row in Worksheet’ as the trigger event.

Ensure that you save your workflow to capture the changes. This setup is crucial as it links your Excel data to Pabbly Connect, allowing for seamless automation.

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3. Connect Microsoft Excel with Pabbly Connect

Once your workflow is created, you need to connect your Microsoft Excel account to Pabbly Connect. Click on the connect button in the trigger window. You will be prompted to add a new connection. Ensure that you are logged into your Microsoft Excel account before proceeding.

After clicking on ‘Connect with Microsoft Excel’, authorize Pabbly Connect to access your Excel data. Once authorized, you can select the workbook containing your post details. For instance, if your workbook is named ‘Social Media Post’, select it from the list.

• Choose the specific sheet, like ‘Sheet1’.
• Save and send a test request to ensure connection.

This step captures the data from your Excel sheet, including the photo URL and caption for your posts. The connection is essential for Pabbly Connect to automate the posting process.

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4. Share Posts on Facebook and Instagram

Now that your Excel data is connected to Pabbly Connect, it’s time to share your posts on Facebook and Instagram. Start by adding an action step in your workflow. Choose ‘Facebook Pages’ as the application and select the action event as ‘Create Page Photo’.

Click on connect and authorize Pabbly Connect to access your Facebook account. Select the page where you want to post the photo. You will need to map the photo URL and caption from the Excel trigger response to the Facebook post fields.

Map the photo URL and description from the Excel response. Click on ‘Save and send test request’ to create the post.

After saving, refresh your Facebook page to see the newly created post. This confirms that Pabbly Connect successfully shared your post on Facebook.

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5. Final Check and Automation Confirmation

With the Facebook post confirmed, the final step is to share the same post on Instagram. Again, add an action step and choose ‘Instagram for Business’ as the application. Select the action event as ‘Publish Photo’ and connect your Instagram account.

Just like before, map the photo URL and caption from your Excel data to the Instagram post fields. Click on ‘Save and send test request’ to publish the photo on Instagram. Refresh your Instagram account to see the post appear.

Now your workflow is complete. Whenever you add a new row in your Excel sheet, Pabbly Connect will automatically share the post on both Facebook and Instagram. This automation saves time and ensures consistency across your social media platforms.

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Conclusion

In this tutorial, we demonstrated how to automatically share posts on Facebook and Instagram from MS Excel using Pabbly Connect. By following these steps, you can streamline your social media posting process and enhance your online presence effectively.

Learn how to automate sending messages on Mattermost for new Google Calendar events using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Setting Up Pabbly Connect for Automation

To send messages on Mattermost for new Google Calendar events, first, access Pabbly Connect. This platform allows you to automate workflows seamlessly.

Start by visiting the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up Free’ to create one. If you already have an account, simply log in. After signing in, click on ‘Access Now’ to reach the Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow, for example, ‘Google Calendar to Mattermost’. This will help you identify the automation later. using Pabbly Connect

Once the workflow is created, you will see two sections: the trigger and the action windows. The trigger will be a new event in Google Calendar, while the action will be sending a message to Mattermost. This structure is essential for setting up your automation.

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3. Configuring Google Calendar as the Trigger

In the trigger window, select Google Calendar as the app. Choose the trigger event as ‘New Event’. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Google Calendar account with Pabbly Connect.

After connecting, select your desired calendar from the dropdown list. For this tutorial, we will use the ‘Webinar’ calendar. Click on ‘Save and Send Test Request’ to fetch the details of the most recent event created in that calendar.

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4. Formatting Date and Time Using Pabbly Connect

The date and time received from Google Calendar may not be in a readable format. To address this, use the ‘Date Time Formatter’ feature in Pabbly Connect. In the action window, search for Date Time Formatter and select ‘Format Date with Time Zone’.

• Map the start date and time received from Google Calendar.
• Select the current format of the date and time.
• Choose the desired format for output.
• Select the appropriate time zone.

After configuring, click on ‘Save and Send Test Request’. Repeat the process for the end date and time by cloning the step to avoid manual input.

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5. Sending a Message to Mattermost Channel

Now that the date and time are formatted correctly, it’s time to send a message to your Mattermost channel. Add a new action step, select Mattermost as the app, and choose ‘Create a Post’ as the action event. using Pabbly Connect

Connect your Mattermost account by providing the API token and URL. You can find the token in your Mattermost settings under ‘Personal Access Token’. Map the message content, including event details like name, description, start and end times, and location. Finally, click on ‘Save and Send Test Request’ to share the message on your Mattermost channel.

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Conclusion

In this tutorial, we explored how to automate sending messages on Mattermost for new Google Calendar events using Pabbly Connect. By following these steps, you can ensure that your team is always updated with the latest events seamlessly.

Learn how to automate sharing Mailchimp subscriber details to a Mattermost channel using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 Mailchimp Integration

To share Mailchimp subscriber details to a Mattermost channel, we will utilize Pabbly Connect. First, access Pabbly Connect by searching for ‘Pabbly Connect’ in your browser. Click on the link and either sign up for a new account or log in to your existing account.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow something relevant, like ‘Mailchimp to Mattermost’. This workflow will automate the process of sharing new subscriber details from Mailchimp to your Mattermost channel.

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2. Setting Up Mailchimp Trigger in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect. In the trigger window, select Mailchimp as the application and choose the ‘New Subscriber’ event. This setup allows Pabbly Connect to react whenever a new subscriber is added to your Mailchimp list.

• Select Mailchimp in the ‘Choose App’ field.
• Choose ‘New Subscriber’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Mailchimp account dashboard, navigate to the ‘Audience’ section, and then to ‘Signup forms’. Click on ‘Webhooks’ and create a new webhook by pasting the copied URL. This establishes a connection between Mailchimp and Pabbly Connect.

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3. Testing Mailchimp Subscriber Addition

Now that the trigger is set up, it’s time to test the integration. In Pabbly Connect, click on ‘Recapture Webhook’ to start listening for new subscriber data. Meanwhile, create a new subscriber in Mailchimp by filling out the signup form with a dummy subscriber’s details. using Pabbly Connect

Once you submit the form, Pabbly Connect will capture the subscriber’s data. You can verify this by checking the response in the Pabbly Connect dashboard, where you should see the new subscriber’s details, confirming that the integration is functioning correctly.

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4. Setting Up Mattermost Action in Pabbly Connect

With the trigger successfully set, the next step is to configure the action to post messages in Mattermost. In the action window of Pabbly Connect, select Mattermost as the application and choose ‘Create a Post’ as the action event. This allows you to send the subscriber details as a message to your Mattermost channel.

• Connect your Mattermost account by entering the API token and Mattermost URL.
• Select the team and channel where the message will be posted.
• Compose the message including subscriber details using mapped fields from Mailchimp.

After setting up the message format, click on ‘Save’ and then ‘Test Request’ to verify that the message is sent successfully to your Mattermost channel. The message should confirm the new subscriber’s details as intended.

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5. Finalizing and Testing the Automation

To finalize the integration, ensure that all settings in Pabbly Connect are correct. Test the automation one last time by adding another dummy subscriber to Mailchimp. Each time a new subscriber is added, their details should automatically post to your Mattermost channel.

Check your Mattermost channel to see the new subscriber’s information shared as a message. This confirms that your automation is working perfectly. By using Pabbly Connect, you have successfully automated the process of sharing Mailchimp subscriber details to your Mattermost channel.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to share Mailchimp subscriber details with a Mattermost channel. Each step was designed to ensure a seamless integration process, allowing for automated notifications of new subscribers. This automation enhances team communication and keeps everyone informed effortlessly.