Author: Nitin Maheshwari

Learn how to integrate WhatsApp Cloud API with Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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. Accessing Pabbly Connect for Integration

To integrate WhatsApp Cloud API with Zoho CRM, the first step is to access Pabbly Connect. Start by searching for Pabbly in your browser and navigate to the Pabbly Connect landing page.

Click on ‘Sign Up Free’ to create a new account or ‘Sign In’ if you already have one. After logging in, click on ‘Access Now’ under Pabbly Connect to reach the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

Once in the dashboard of Pabbly Connect, click on ‘Create Workflow’. Name your workflow, for example, ‘Zoho CRM to WhatsApp’, and click ‘Create’ to proceed.

• Select the trigger app as Zoho CRM.
• Choose the trigger event as ‘New Module Entry’.
• Connect your Zoho CRM account to Pabbly Connect by providing the required domain.

After connecting, select the module you want to track, such as ‘Leads’, and click on ‘Save and Send Test Request’. This will set up the trigger for your workflow.

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3. Capturing New Lead Data from Zoho CRM

With the trigger set, the next step in Pabbly Connect is to capture new lead data from your Zoho CRM account. You can do this by adding a new lead through your CRM dashboard or using a lead generation form.

Once a new lead is added, Pabbly Connect will automatically fetch the lead’s details. You will see the information like the lead’s name, email, and mobile number displayed in the response section of your workflow.

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4. Sending a WhatsApp Message Using Pabbly Connect

Now that you have the lead’s details, the next step is to send a welcome message via WhatsApp. In the action window of Pabbly Connect, select ‘WhatsApp Cloud API’ as the action app and choose ‘Send Template Message’ as the action event.

• Connect your WhatsApp Cloud API account by entering the required token and phone number ID.
• Select the approved template message you want to send.
• Map the recipient’s mobile number and other dynamic fields from the lead data.

After mapping the fields, click on ‘Save and Send Test Request’. This will send the welcome message to the new lead’s WhatsApp number.

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5. Testing the Integration for Success

To ensure that the integration works correctly, test the setup by submitting a new lead through your lead generation form. After submission, check your WhatsApp account to confirm that the welcome message has been received.

If everything is set up correctly, you will see a message like ‘Hi [Lead Name], thanks for signing up!’ in your WhatsApp. This indicates that the automation is functioning as intended, seamlessly integrating WhatsApp Cloud API with Zoho CRM via Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp Cloud API with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of sending welcome messages to new leads effortlessly. This integration enhances communication and streamlines your workflow efficiently.

Learn how to seamlessly integrate Google Calendar event details into MS Excel using Pabbly Connect. Follow our step-by-step tutorial for a smooth setup. 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 Google Calendar and MS Excel Integration

To integrate Google Calendar with MS Excel, start by accessing Pabbly Connect. Go to the Pabbly website and navigate to the Pabbly Connect section. Here, you can either sign in if you are an existing user or sign up for a free account if you are new.

Once logged in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow something like ‘Google Calendar to Microsoft Excel’ to clearly identify its purpose.

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2. Setting Up the Trigger Event in Pabbly Connect

In this step, you will set Google Calendar as the trigger application in Pabbly Connect. Select Google Calendar and choose the trigger event as ‘New Event’. This means that every time a new event is added to your Google Calendar, it will trigger the workflow.

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

After connecting, you will need to select the specific calendar you want to monitor for new events. Once you have selected the calendar, save the settings and send a test request to ensure everything is functioning correctly.

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3. Formatting Date and Time Using Pabbly Connect

Once you receive the event details from Google Calendar, the next step is to format the date and time correctly using Pabbly Connect. For this, you will use the Date Time Formatter feature. Select this action application and choose the ‘Format Date with Time Zone’ option.

• Choose the start date and time from the previous step.
• Set the format to Date Month Year along with Time.
• Select the appropriate time zone, such as Asia/Kolkata.

After mapping the necessary information, click on ‘Save and Send Test Request’ to verify that the date and time are formatted as intended. Repeat this process for the end time to ensure both timestamps are correctly formatted.

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4. Adding Data to MS Excel with Pabbly Connect

Now that you have formatted your date and time, the next step is to add this information to MS Excel. In Pabbly Connect, select Microsoft Excel as your action application and choose the action event as ‘Add Row to Worksheet’.

Connect your Microsoft Excel account and select the appropriate workbook that you want to update. Map the event details such as event name, description, start time, and end time to the corresponding columns in your Excel sheet.

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5. Testing and Verifying the Integration

After setting everything up in Pabbly Connect, it’s crucial to test the integration to ensure it works seamlessly. Add a new event to your Google Calendar and check if the details appear in your MS Excel sheet.

Remember that Pabbly Connect checks for new data every 10 minutes, so if you don’t see the update immediately, give it a few moments. Refresh your Excel sheet to confirm that the new event details have been successfully added.

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Conclusion

By following this tutorial, you have learned how to integrate Google Calendar with MS Excel using Pabbly Connect. This automation streamlines your workflow by automatically adding new event details to your Excel spreadsheets, enhancing productivity and organization.

Learn how to automate adding ClickUp task details to Microsoft Excel with Pabbly Connect. Follow this detailed tutorial 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.

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1. Accessing Pabbly Connect for ClickUp and Excel Integration

To integrate ClickUp task details into Microsoft Excel, you will first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This will direct you to the Pabbly Connect landing page.

On the landing page, you will see options to either sign in or sign up for free. If you are a new user, signing up will give you 100 free tasks to start with. Once you are logged in, navigate to the dashboard to begin creating your workflow for ClickUp and Microsoft Excel integration.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that automates the addition of ClickUp task details to Microsoft Excel. Click on the ‘Create Workflow’ button on the dashboard. Name your workflow something descriptive like ‘ClickUp to Excel Integration’ and click on the ‘Create’ button. using Pabbly Connect

Once your workflow is created, you will be prompted to set up a trigger and an action. For this integration, choose ClickUp as the trigger application and select ‘New Task’ as the trigger event. This means that every time a new task is added in ClickUp, it will trigger the workflow to execute.

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3. Connecting ClickUp to Pabbly Connect

To connect ClickUp to Pabbly Connect, click on the ‘Connect’ button after selecting your trigger event. You will be prompted to add a new connection. For this, you need the API token from your ClickUp account. Log in to ClickUp, navigate to your profile icon at the bottom left, and select ‘Apps’ to find your API token.

Copy the API token and paste it into Pabbly Connect. After that, you will need to specify your workspace, space name, folder name, and list name from ClickUp. This ensures that Pabbly Connect knows exactly where to pull the new task details from.

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4. Formatting Task Data Before Sending to Excel

After setting up ClickUp, the next step in Pabbly Connect is to format the task data before sending it to Excel. For this, add a new step and choose the ‘DateTime Formatter’ feature. Select the action event as ‘Format Date Only’ to ensure the task’s creation date is in the correct format.

• Map the created date from ClickUp to the formatter.
• Set the from format as timestamp in milliseconds.
• Choose your desired output format, such as date-month-year.

Once formatted, you will have the task’s creation date ready to be sent to Microsoft Excel. Repeat this process for the due date to ensure all necessary information is correctly formatted before the final step.

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5. Sending ClickUp Task Details to Microsoft Excel

The final step in this integration process is to send the formatted task details to Microsoft Excel using Pabbly Connect. Add another action step and select Microsoft Excel as the application. Choose the action event ‘Add Row to Worksheet’ to append the new task details into your specified Excel sheet.

Connect to your Microsoft Excel account and select the appropriate workbook and worksheet where you want the data to be added. Map the fields such as creator’s name, email, task description, creation date, due date, list name, and project name from ClickUp to the corresponding columns in your Excel sheet.

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Conclusion

By following this tutorial, you can easily automate the process of adding ClickUp task details to Microsoft Excel using Pabbly Connect. This integration not only saves time but also ensures that your task management is streamlined and efficient. With Pabbly Connect, you can manage your workflows seamlessly and enhance productivity.

Learn how to automate scheduling meetings with customers on Instamojo using Pabbly Connect and Google Meet. Follow this detailed guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Accessing Pabbly Connect for Automation

To start automating your meeting scheduling process, you need to access Pabbly Connect. This platform allows you to integrate multiple applications seamlessly. First, sign up for a free account on the Pabbly Connect landing page, where you can set up your automation tasks without any coding.

Once you log into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You can name your workflow something descriptive, such as ‘Instamojo to Google Meet Automation.’ This initial setup is crucial for linking Instamojo and Google Meet through Pabbly Connect.

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2. Setting Up Instamojo as the Trigger Application

In this section, we will set up Instamojo as the trigger application in Pabbly Connect. Select ‘Instamojo’ from the trigger application options and choose the trigger event as ‘New Sale.’ This event will activate the workflow when a payment is received.

• Select Instamojo as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the provided webhook URL.

Next, you need to go to your Instamojo dashboard and paste the webhook URL in the appropriate field under the advanced options of your product. After saving the changes, Pabbly Connect will be ready to capture payment data from Instamojo.

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3. Testing the Payment Integration

After setting up the webhook, it’s essential to test the integration to ensure everything is functioning correctly. You can perform a test sale using the product linked to the webhook. Fill in the customer details and complete the payment.

Once the payment is made, Pabbly Connect will display the payment details in the workflow. This includes the buyer’s name, email, and payment amount. You will also see the payment ID, which is crucial for the next steps in scheduling the meeting.

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4. Scheduling Meetings with Google Meet

Now that you have the payment details, it’s time to schedule meetings using Google Meet through Pabbly Connect. You will set up Google Meet as the action application. Select ‘Google Meet’ and choose the action event as ‘Schedule Meeting.’ This step links the payment received to a scheduled meeting.

• Select Google Meet as the action application.
• Choose ‘Schedule Meeting’ as the action event.
• Map the start and end times for the meeting.

Make sure to include the customer’s email and any team members involved in the meeting. This way, once a payment is received via Instamojo, Pabbly Connect automatically schedules a Google Meet meeting.

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5. Finalizing and Using the Integration

After setting up the meeting scheduling, you can finalize your workflow in Pabbly Connect. Create multiple routes if you have several team members conducting meetings, assigning them based on the time slots available. This allows for a smooth meeting scheduling process.

Once the workflow is saved, it will run automatically. Every time a payment is received on Instamojo, a meeting will be scheduled in Google Meet without any manual intervention. This automation significantly enhances productivity and ensures timely follow-ups with customers.

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Conclusion

In this tutorial, we explored how to automate scheduling meetings with customers on Instamojo using Pabbly Connect and Google Meet. By following these steps, you can streamline your workflow and enhance customer engagement effortlessly.

Learn how to automate the export of specific data from Google Analytics to MS Excel using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Google Analytics and MS Excel Automation

To begin with the automation process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. If you already have an account, simply sign in to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow specifically for exporting data from Google Analytics to MS Excel. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Google Analytics to MS Excel.’ This setup allows you to automate the export of specific data seamlessly.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger that will initiate the workflow. In Pabbly Connect, triggers are events that start the automation process. For this integration, you will use the schedule feature to run the workflow daily. using Pabbly Connect

• Select ‘Schedule’ as the trigger type.
• Choose ‘Every Day’ from the options provided.
• Set the time for the automation to run, for example, 9:00 AM.

After configuring the schedule, click ‘Save.’ This ensures that your workflow will execute daily at the specified time, retrieving analytics data from Google Analytics automatically.

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3. Connecting Google Analytics to Pabbly Connect

Now that your trigger is set, the next step is to connect Google Analytics with Pabbly Connect. In the action window, search for and select ‘Google Analytics’ as the application. For the action event, choose ‘Get Run Report GA4’ and click on ‘Connect.’

You will need to authenticate your Google Analytics account. Select your account and grant permission for Pabbly Connect to access your analytics data. Once connected, enter the Property ID from your Google Analytics account, which you can find in the Admin section of your Google Analytics dashboard.

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4. Configuring Data Fetching and Metrics

In this step, you will configure the data fetching parameters in Pabbly Connect. Specify the start and end dates for the data you want to retrieve. Since you want yesterday’s data, enter ‘yesterday’ for both fields.

• Input the metrics you wish to retrieve, such as active users, bounce rate, and conversions.
• Use commas to separate multiple metrics.
• You can also apply filters to refine the data based on your requirements.

After configuring these details, click on ‘Save and Send Test Request’ to fetch the analytics data. Pabbly Connect will retrieve the specified metrics from Google Analytics successfully.

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5. Adding Data to MS Excel Using Pabbly Connect

After fetching the data from Google Analytics, the final step is to add this data to MS Excel. In Pabbly Connect, add another action step and search for ‘Microsoft Excel.’ Select the action event ‘Add Row to Worksheet’ and connect your Microsoft Excel account. using Pabbly Connect

Map the fields from the fetched data into the corresponding columns in your Excel sheet. For example, map the current date to Column A, bounce rate to Column B, sessions to Column C, active users to Column D, and conversions to Column E. Once all fields are mapped, click on ‘Save and Send Test Request’ to add the data to your Excel sheet.

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Conclusion

In this tutorial, we explored how to automate the export of specific data from Google Analytics to MS Excel using Pabbly Connect. By setting up a scheduled workflow, connecting your Google Analytics account, and mapping the data to Excel, you can streamline your reporting process effectively. This automation not only saves time but ensures you have the necessary data at your fingertips daily.

Learn how to integrate Sendinblue with MS Excel using Pabbly Connect. Automate saving campaign details effortlessly with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To save Sendinblue campaign details to MS Excel, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect. Click on the ‘Sign Up Free’ button to create a new account or log in if you already have one.

Once logged in, you will reach the Pabbly Connect dashboard. Here, click on ‘Create Workflow’ and name your workflow, for example, ‘Sendinblue to MS Excel’. This sets the stage for automating the process of saving campaign details.

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2. Setting Up the Schedule Trigger in Pabbly Connect

In this section, we will set up the schedule trigger in Pabbly Connect. The trigger is essential as it determines when the automation will run. Select ‘Schedule’ as the trigger type and choose how often you want the workflow to execute.

• Select ‘Every Day’ from the dropdown.
• Set the time for execution, e.g., 10 AM.

After setting the schedule, click on ‘Save’. This will ensure that your automation runs daily at the specified time, fetching campaign details from Sendinblue.

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3. Fetching Campaign Details from Sendinblue

Next, we will configure the action step to fetch campaign details from Sendinblue using Pabbly Connect. In the action window, search for ‘Sendinblue’ and select it. Choose the action event as ‘Get Email Campaign Information’.

Click on ‘Connect’ and then select ‘Add New Connection’. To connect your Sendinblue account, you will need an API key. Go to your Sendinblue dashboard, click on your username, and select ‘SMTP & API’. Generate a new API key and copy it.

• Paste the API key back in Pabbly Connect.
• Select the campaign you want to track from the dropdown.

After saving the connection, click on ‘Save and Send Test Request’. This will retrieve the campaign details which will be used in the next steps.

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4. Adding Current Date to the Workflow

Now that we have the campaign details, we need to add the current date to our workflow using Pabbly Connect. This is important for tracking when the data was fetched. Add a new action step and search for ‘Date Time Formatter’.

Select the action event as ‘Current Date’ and click on ‘Connect’. You will need to specify the format for the date. Choose a format such as ‘D Month Year’ and set the option to include time as false.

Click on ‘Save and Send Test Request’ to confirm. The current date will now be available for mapping in the next step.

This date will accompany the campaign details when they are added to Microsoft Excel.

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5. Sending Campaign Data to Microsoft Excel

In the final step, we will configure Pabbly Connect to send the campaign details into Microsoft Excel. Add another action step and search for ‘Microsoft Excel’. Choose the action event ‘Add Row to Worksheet’.

Click on ‘Connect’ and authorize your Microsoft Excel account. Once connected, select the workbook where you want to save the campaign details. Map the data retrieved from Sendinblue and the current date into the respective columns in Excel.

Map the date to Column A. Map total emails sent, delivered emails, unique views, and unsubscribed numbers to the respective columns.

After mapping all necessary data, click on ‘Save and Send Test Request’. You should see a positive response indicating that the data has been successfully added to your Excel sheet.

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Conclusion

In this tutorial, we have successfully integrated Sendinblue with Microsoft Excel using Pabbly Connect. By following the steps outlined, you can automate the process of saving campaign details, ensuring your data is always up to date. This integration simplifies your workflow and enhances productivity.

Learn how to integrate WhatsApp and HubSpot using Pabbly Connect for seamless communication. This detailed tutorial covers every step for effective automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account if you haven’t already. Once signed in, navigate to the Pabbly Connect dashboard to create a new workflow.

Click on the Create Workflow button located at the top right corner. Name your workflow, for instance, ‘HubSpot to WhatsApp’, and click Create. This sets the stage for automating your WhatsApp notifications based on HubSpot form submissions.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves selecting the trigger application. In this case, choose HubSpot CRM as the trigger application. For the trigger event, select New Form Submission, which activates the workflow whenever a new form is submitted in HubSpot.

• Choose HubSpot CRM as the trigger application.
• Select the New Form Submission event.
• Copy the generated webhook URL.

After copying the webhook URL, navigate to your HubSpot account to set up the automation that will send data to Pabbly Connect. This is critical for establishing a connection between HubSpot and WhatsApp.

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3. Configuring the HubSpot Workflow

In HubSpot, go to the Automation section and select Workflows. Click on the Create Workflow button and choose From Scratch. This allows you to set up a blank workflow that will trigger actions based on form submissions.

Set up the trigger by selecting Form Submission as the filter type. Choose any form submission and apply the filter. Next, add an action by clicking on the plus icon and selecting Send a Webhook. Paste the webhook URL you copied from Pabbly Connect into the webhook URL field.

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4. Sending WhatsApp Messages via Pabbly Connect

After configuring HubSpot, return to Pabbly Connect to set up the action step. Select WhatsApp Cloud API as the action application and choose Send Template Message as the action event. This will enable you to send a WhatsApp message whenever a new lead submits a form.

Connect to your WhatsApp account by entering the necessary details such as token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp developer account. Once connected, select the message template you wish to use for notifications.

• Enter your WhatsApp token and phone number ID.
• Select the appropriate message template for notifications.
• Map the recipient’s mobile number and name from HubSpot data.

By mapping these details, you ensure that the WhatsApp message contains personalized information for each lead.

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5. Testing the Integration

Now that you have set up the integration, it’s time to test it. Go back to your HubSpot form and submit a test lead with dummy details such as first name, last name, email, and phone number. This will trigger the workflow you created.

Return to Pabbly Connect to see if the webhook response has been captured successfully. If everything is set up correctly, you should see the lead’s details reflected in Pabbly Connect. This confirms that the integration between HubSpot and WhatsApp is functioning as expected.

Finally, check the WhatsApp account of the lead you submitted to verify that they received the notification message. If all steps were followed accurately, the lead should receive a message thanking them for their submission.

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Conclusion

Integrating WhatsApp and HubSpot using Pabbly Connect allows businesses to automate lead notifications effectively. By following the steps outlined, you can ensure seamless communication with your leads through WhatsApp every time a form is submitted in HubSpot.

Learn how to automate Jira issue updates to Microsoft 365 email using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Jira and Microsoft 365 Integration

To begin automating the process of sending updated Jira issue details via Microsoft 365 email, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free to get started.

Once logged in, locate the ‘Create Workflow’ button on the top right. You will be prompted to name your workflow. For this integration, you can name it ‘Jira to Microsoft 365’. This sets the stage for your automation, which will be built around a trigger event from Jira and an action in Microsoft 365.

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2. Setting Up the Jira Trigger in Pabbly Connect

In this step, you’ll configure the Jira trigger using Pabbly Connect. Select ‘Jira Software’ as your trigger application. The trigger event you need to choose is ‘Configure Webhooks’. This allows Pabbly Connect to listen for updates on your Jira issues.

• Select the ‘Configure Webhooks’ trigger event.
• Copy the generated webhook URL from Pabbly Connect.
• Follow the instructions to set up the webhook in your Jira account.

To do this, log into your Jira account, navigate to the ‘Settings’ section, and then to ‘System’. From there, select ‘Advanced’ followed by ‘Webhooks’. Click on ‘Create a Webhook’, paste the copied URL, and ensure the status is enabled. You can name the webhook according to your preference.

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3. Testing the Jira Integration with Pabbly Connect

Now that you have set up the webhook in Jira, it’s time to test the integration through Pabbly Connect. Update an issue in your Jira dashboard to trigger the webhook. For instance, change the status of a Jira issue from ‘Waiting for Support’ to ‘In Progress’. This action will send the updated information to Pabbly Connect.

After making the update, return to Pabbly Connect and check if it has captured the response. You should see details such as the issue key, issue type, and current status. This confirms that your Jira and Pabbly Connect integration is working correctly.

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4. Adding a Row to Excel from Jira Updates via Pabbly Connect

Next, you will set up an action in Pabbly Connect to add the Jira issue updates to an Excel sheet. Select ‘Microsoft Excel’ as the action application and choose the ‘Add Row to Worksheet’ action event. This will allow you to log the updates into your Excel file.

• Connect to your Microsoft Excel account through Pabbly Connect.
• Select the appropriate worksheet where you want to log the data.
• Map the fields from Jira to the corresponding columns in Excel.

For instance, map the issue key, request type name, current field status, and date of change. After mapping, save and send a test request to ensure that the data is correctly added to your Excel sheet.

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5. Sending the Updated Excel via Microsoft 365 Email

Finally, you will set up the action to send the updated Excel file via email using Microsoft 365 in Pabbly Connect. Select ‘Microsoft 365’ as the action application and choose the ‘Send Email’ action event. This allows you to send an email with the Excel file as an attachment.

Fill in the email details such as subject, body content, and the recipient’s email address. For the body content, you might write something like ‘Hi, please find the attachment’. Make sure to include a link to the updated Excel file in the email body. After completing these steps, save and send a test request to verify that the email is sent successfully.

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Conclusion

This tutorial demonstrated how to automate the process of sending updated Jira issue details to Microsoft 365 email using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that important updates are communicated effectively.

Learn how to send automatic email notifications when a task is created in Microsoft To Do using Pabbly Connect for seamless Gmail 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 automate email notifications when a task is created in Microsoft To Do, you first need to access Pabbly Connect. Start by visiting the Pabbly website and create a free account. This process is straightforward and allows you to utilize free tasks to test your automation workflows.

Once you have created your account, log in and navigate to the dashboard. Here, you will find the option to create a workflow. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your automation. Select Microsoft To Do as the trigger application in Pabbly Connect. The event you want to trigger is ‘New Task’, which means every time a new task is created in Microsoft To Do, it will initiate the workflow.

• Select Microsoft To Do as the trigger application.
• Choose ‘New Task’ as the trigger event.
• Connect your Microsoft To Do account to Pabbly Connect.

After connecting your account, select the specific task list you want to monitor. This allows Pabbly Connect to capture the details of newly created tasks, ready to be sent via email.

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3. Creating a Task in Microsoft To Do

Now that your trigger is set up, it’s time to create a task in Microsoft To Do. Navigate to the application and add a new task, such as ‘Create an invoice of $685 and send it to the Pabbly team by the end of this month.’ This task will be used to test your automation.

Once the task is created, you can check the response in Pabbly Connect. This will confirm that the task details, including the title and due date, have been successfully captured. You should see the task details displayed in the response section of your workflow.

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4. Configuring the Action to Send Email via Gmail

After confirming that the task details are captured, the next step is to set up the action to send an email through Gmail. In Pabbly Connect, select Gmail as the action application. The action event you need is ‘Send Email’. This allows you to automatically share task details via email when a new task is created.

• Select Gmail as the action application.
• Choose ‘Send Email’ as the action event.
• Connect your Gmail account to Pabbly Connect.

Fill in the recipient’s email address, subject line, and body content for the email. You can map the task details captured earlier directly into the email fields, ensuring that the recipient receives all relevant information about the task.

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5. Testing the Automation and Finalizing

With your email action configured, it’s time to test the automation. Click the ‘Save and Send Test Request’ button in Pabbly Connect. If everything is set up correctly, you should see the email sent to the specified recipient, confirming that the integration works as intended.

Remember that sometimes the trigger may not work in real-time. The Pabbly Connect system checks for new tasks every eight hours. So, after adding a task, wait for a while to see the email notification arrive in the recipient’s inbox.

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Conclusion

By following these detailed steps, you can effectively automate email notifications for new tasks created in Microsoft To Do using Pabbly Connect. This integration streamlines your workflow, ensuring that team members are promptly informed about their tasks without any manual effort.

Learn how to automatically add canceled events from Calendly to MS Excel using Pabbly Connect in this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Calendly with MS Excel, you first need to access Pabbly Connect. Navigate to the Pabbly Connect website by typing ‘Pabbly.com’ in your browser. If you are a new user, click on the ‘Sign Up for Free’ button to create your account in just two minutes. Existing users can simply click on ‘Sign In’ to access their dashboard.

Once logged in, locate the ‘All Apps’ section and click on Pabbly Connect. From there, you can create a new workflow by clicking on the plus sign and selecting ‘Create Workflow’. Name your workflow, for instance, ‘Add Canceled Events of Calendly to MS Excel’, and click on ‘Create’. This sets up the foundation for your integration.

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2. Setting Up Calendly as the Trigger Application

In this step, you will configure Calendly as the trigger application within Pabbly Connect. Click on the trigger window and select ‘Calendly’ as your application. Choose the trigger event as ‘Invitee Cancelled’. This means that whenever an event is canceled in your Calendly account, it will trigger an action in Pabbly Connect.

• Select ‘Add New Connection’ and then click on ‘Connect with Calendly’.
• Once authorization is successful, the Calendly account will be connected to Pabbly Connect.
• Click ‘Save and Send Test Request’ to capture the response.

After this, you will need to create and cancel an event in your Calendly account to test the integration. This will allow Pabbly Connect to capture the canceled event details.

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3. Formatting Date and Time for Excel

After capturing the canceled event details, the next step is to format the date and time using Pabbly Connect. You need to add an action step and select ‘Date and Time Formatter’. Choose the action event as ‘Format Date Only’. This will help in separating the date and time for better clarity in your Excel spreadsheet.

Click on ‘Connect’ and map the date that needs to be formatted. You will select the resource start time from the previous response. Specify the format you want the date in, such as ‘DD-MM-YY’. After setting this up, click on ‘Save and Send Test Request’ to obtain the formatted date.

• Ensure that the date is formatted correctly without the timezone.
• This formatted date will be used to enter data into your Excel spreadsheet.

Once you have the formatted date, you can proceed to split the date and time into separate fields for the Excel entry.

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4. Adding Canceled Event Details to MS Excel

The final step is to add the canceled event details to your MS Excel spreadsheet using Pabbly Connect. Add another action step and select ‘Microsoft Excel’ as the application. Choose the action event as ‘Add Row to Worksheet’. Click on ‘Connect’ and authorize Pabbly Connect to access your Excel account.

Once connected, select the workbook named ‘Canceled Events’ and the corresponding sheet. You will need to map the details such as event date, event time, event name, attendee’s name, and email address from the previous steps into the respective columns in the Excel sheet.

Map the event date and time from the formatted data. Ensure all attendee details are correctly mapped from the Calendly response.

Click ‘Save and Send Test Request’ to verify that the data is successfully added to your Excel spreadsheet. You can check your sheet to confirm the details have been entered accurately.

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5. Conclusion: Automating Canceled Events with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Calendly with MS Excel allows for seamless automation of canceled event details. By setting up a workflow that captures canceled events and formats the data for Excel, you can efficiently manage your scheduling data without manual entry.

Each time a scheduled event is canceled, the details will automatically populate in your Excel spreadsheet, streamlining your workflow. This integration not only saves time but also ensures accuracy in data management, making it a valuable tool for anyone using Calendly and MS Excel.

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