Author: Nitin Maheshwari

Learn how to automate sending SMS from MS Excel to Twilio using Pabbly Connect. Follow this detailed guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Excel to Twilio Integration

To start sending SMS from MS Excel using Pabbly Connect, first, navigate to the Pabbly Connect website. You can create a free account by clicking on the ‘Sign Up Free’ button, or if you already have an account, simply click on ‘Sign In’.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘MS Excel to Twilio’, and then click on the ‘Create’ button to begin the automation process.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for ‘Microsoft Excel’ and select it. Choose ‘New Row in Worksheet’ as the trigger event and click on ‘Connect’. using Pabbly Connect

To connect your Microsoft Excel account, click on the ‘Connect with Microsoft Excel’ button. A new tab will open, prompting you to authorize Pabbly Connect to access your Excel account. Once you authorize, select the workbook (e.g., ‘New Lead’) and worksheet (e.g., ‘Sheet1’) from which you want to pull the data.

• Search for Microsoft Excel in the trigger app.
• Select the appropriate trigger event.
• Authorize Pabbly Connect to access your Excel account.
• Select the workbook and worksheet to monitor.

After saving and sending a test request, Pabbly Connect will capture the first row of data from your Excel sheet, allowing you to use this data in the next steps.

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3. Sending SMS Using Twilio Through Pabbly Connect

With the trigger set up, the next step is to configure the action to send SMS through Twilio. In the action window, search for ‘Twilio’ and select it. Choose ‘Send SMS Message’ as the action event and click on ‘Connect’. using Pabbly Connect

To connect your Twilio account, you will need your Account SID and Authorization Token. These can be found on your Twilio dashboard. Copy and paste these credentials into the respective fields in Pabbly Connect and click on ‘Save’.

• Search for Twilio in the action app.
• Select ‘Send SMS Message’ as the action event.
• Provide your Twilio Account SID and Authorization Token.
• Map the SMS body and recipient number from Excel data.

In the SMS body, you can personalize the message by including the recipient’s name, which is fetched from the Excel data. After finalizing the SMS body, enter the sender’s number provided by Twilio.

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4. Testing the Integration to Ensure Functionality

Once the SMS configuration is complete, it’s time to test the integration. Click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully. Pabbly Connect will display a confirmation response indicating that the SMS has been dispatched. using Pabbly Connect

To check if the SMS was received, look at the designated recipient’s mobile number. You should see the SMS with the personalized message you configured in Pabbly Connect. This confirms that the integration is working as intended.

Click ‘Save and Send Test Request’ to send the SMS. Verify the SMS is received on the recipient’s mobile number. Check the content of the SMS for accuracy.

Every time a new row is added in your Excel sheet, Pabbly Connect will automatically trigger this workflow, sending out SMS messages seamlessly.

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5. Conclusion: Automate SMS Sending with Pabbly Connect

In conclusion, using Pabbly Connect to integrate MS Excel with Twilio allows for efficient SMS communication. By following the steps outlined, you can automate the process of sending SMS messages based on new entries in your Excel sheet.

This integration not only saves time but also ensures that your communication is timely and personalized. With Pabbly Connect, you can connect various applications to streamline your workflows and improve productivity.

Start using Pabbly Connect today to enhance your SMS sending capabilities from MS Excel!

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Learn how to integrate Jotform and Airtable using Pabbly Connect. This step-by-step tutorial covers every detail of the integration process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Accessing Pabbly Connect for Jotform and Airtable Integration

To begin integrating Jotform and Airtable, you must first access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. This will take you to the Pabbly Connect landing page.

On the landing page, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account. After signing up, you will receive 100 free tasks to start your automation journey. If you already have an account, simply sign in.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you will find the ‘Create Workflow’ button on the right side. Click on it to begin setting up your integration.

• Click on ‘Create Workflow’.
• Name your workflow, for example, ‘Jotform Submissions to Airtable’.
• Click on ‘Create’ to proceed.

After naming your workflow, you will be directed to a new window displaying two main events: Trigger and Action. Select ‘Jotform’ as your trigger application and then choose ‘New Response’ as the trigger event. This setup allows Pabbly Connect to listen for new submissions from Jotform.

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3. Setting Up the Jotform Integration in Pabbly Connect

After selecting Jotform as your trigger, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Jotform and Pabbly Connect. Copy this webhook URL, as you will need it to complete the integration in Jotform.

Next, log into your Jotform account and navigate to the form you want to integrate. Click on the ‘Settings’ tab, then select ‘Integrations’. Search for ‘Webhook’ and click on it. You will see an option to add a webhook; paste the copied URL into the designated field and click on ‘Complete Integration’. This establishes the connection between Jotform and Pabbly Connect.

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4. Testing the Jotform Submission and Connecting to Airtable

Now that the integration is set up, it’s time to test it. In Pabbly Connect, click on ‘Waiting for Webhook Response’. Then, go back to Jotform and fill out your form for a test submission. For example, enter a name like ‘Test Lead’, last name ‘New’, email address, phone number, and department.

• Fill in the form with test data.
• Click on ‘Submit’.
• Return to Pabbly Connect to see the data received.

Once the submission is made, Pabbly Connect will capture the response. You will see all the details you entered in the previous step. Now, select ‘Airtable’ as your action application and choose ‘Create Record’ as the action event.

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5. Completing the Airtable Setup in Pabbly Connect

To connect Airtable with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to enter your API key from Airtable. To find your API key, go to your Airtable account settings and copy it.

Paste the API key into Pabbly Connect and click on ‘Save’. Once connected, you will need to map the data from Jotform to Airtable. Choose your base ID and select the table where the data should be recorded. For example, select the table named ‘Jotform Submissions’ and map the fields such as first name, last name, email, phone number, and department to their corresponding fields in Airtable.

Finally, click on ‘Save and Send Test Request’. You should receive a successful response indicating that the data has been added to your Airtable account. You can verify this by checking your Airtable table to see the new record.

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Conclusion

By following this tutorial, you have successfully integrated Jotform and Airtable using Pabbly Connect. This integration allows new submissions from Jotform to automatically create records in Airtable, streamlining your workflow. With Pabbly Connect, automating tasks between applications becomes effortless and efficient.

Learn how to integrate Razorpay and Twilio for SMS notifications on refunds using Pabbly Connect. Step-by-step guide with detailed instructions. 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 Razorpay and Twilio Integration

To begin the integration process, first access Pabbly Connect by visiting the URL Pabbly.com/connect. This platform serves as the central hub for integrating Razorpay and Twilio for SMS notifications.

If you are an existing user, simply click on ‘Sign In.’ New users can sign up for free, with 100 tasks available upon account creation. Once signed in, navigate to the dashboard where you will create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button located on the right side of the dashboard. Name your workflow, for instance, ‘Razorpay to Twilio Integration,’ and then proceed to click on the ‘Create’ button.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Click on ‘Create’ to proceed.

You will now see two sections: Trigger and Action. The Trigger is Razorpay, while the Action will be Twilio. This setup will allow you to send SMS notifications whenever a refund is created in Razorpay.

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3. Setting Up Razorpay as the Trigger Application

In this step, select Razorpay as your trigger application within Pabbly Connect. The trigger event you need to choose is ‘Refund Created.’ This event will initiate the workflow whenever a refund request is processed.

Upon selecting the event, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect Razorpay with Pabbly Connect. Next, log into your Razorpay account and navigate to the ‘Webhooks’ section under settings.

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4. Configuring Webhooks in Razorpay

Once in your Razorpay account, click on ‘Settings’ and then select ‘Webhooks.’ Here, click on ‘Add New Webhook.’ Paste the copied webhook URL from Pabbly Connect into the designated field. Set the event to ‘Refund Created’ and click on ‘Create Webhook’ to finalize this step.

After saving the webhook, return to Pabbly Connect to test the connection. You will need to perform a test refund in Razorpay to generate a webhook response that can be captured by Pabbly Connect for verification.

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5. Sending SMS Notifications Using Twilio

With the webhook successfully set up, the next step is to configure Twilio in Pabbly Connect. Choose Twilio as your action application and select the action event as ‘Send SMS Message.’ Connect your Twilio account by entering the required credentials: Account SID, Auth Token, and Phone Number.

Compose your SMS message using dynamic fields from the Razorpay refund data. For example, the message could read: ‘Dear [Client Name], we have processed a refund of [Amount] for [Product Name].’ After setting up the message, test the SMS action to ensure everything is working correctly.

Finally, verify the entire process by issuing a real refund in Razorpay and checking if the SMS notification is received as expected. This integration will streamline your refund notifications effectively.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Razorpay and Twilio for sending SMS notifications upon refund creation. This automation enhances communication with clients, ensuring they are promptly informed about their refunds.

Learn how to automate weekly SMS updates for your YouTube channel stats using Pabbly Connect and Twilio. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Setting Up Pabbly Connect for YouTube and Twilio Integration

To automate receiving your YouTube channel stats via SMS, first, you need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. This platform is crucial as it allows you to create workflows that connect various applications, including YouTube and Twilio.

Once you’ve logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘YouTube Channel Stats via SMS’. This is the first step in using Pabbly Connect to streamline your YouTube analytics delivery.

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2. Configuring the Workflow in Pabbly Connect

After naming your workflow, the next step involves configuring the trigger and action. For this automation, you will set YouTube as the trigger application and Twilio as the action application. The trigger is what initiates the workflow, while the action is what happens as a result.

• Select ‘YouTube’ as the trigger application.
• Choose the action event ‘Get Channel Stats’.
• Connect your YouTube account by following the prompts.

By using Pabbly Connect, you can easily set up this workflow without any coding knowledge. Once you have configured the trigger, click on ‘Save’ to continue.

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3. Scheduling the Workflow to Run Weekly

To ensure that you receive your YouTube stats every week, you need to schedule your workflow. Within Pabbly Connect, you can set the workflow to run at specific intervals. For this tutorial, select the ‘Scheduler’ feature.

Choose the option to run the workflow on a specific day of the week. For example, you might select Monday at 9 AM. This setup ensures that every Monday, your YouTube stats will be fetched and sent via SMS.

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4. Integrating Twilio for SMS Delivery

Now that your workflow is set up to trigger from YouTube, the next step is to integrate Twilio to send SMS messages. In the action section of your workflow, select Twilio as the application and choose the action event ‘Send SMS’.

You will need to connect your Twilio account by providing your Account SID and Auth Token, both of which can be found in your Twilio console. Once connected, you can specify the message body, sender number, and recipient number.

• Enter your Twilio phone number as the sender.
• Add the recipient’s phone number (your number).
• Compose the SMS message including the channel stats.

Using Pabbly Connect, you can easily map the YouTube stats into your SMS message, ensuring that you receive the latest updates every week.

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5. Testing the Automation

After completing the setup, it’s crucial to test your automation. In Pabbly Connect, click the ‘Save and Send Test Request’ button to send a test SMS to your phone. This step validates that everything is working correctly and that you will receive your YouTube stats as intended.

Upon successful testing, you should see a confirmation message indicating that your SMS has been sent. Check your phone to ensure you receive the message with the updated stats from your YouTube channel.

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Conclusion

By following these steps, you can automate the process of receiving your YouTube channel stats via SMS every week using Pabbly Connect and Twilio. This integration allows you to stay updated on your channel’s performance effortlessly.

Learn how to automatically share a Google Survey Form on WhatsApp using Pabbly Connect. Step-by-step guide to set up your automation. 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. Setting Up Pabbly Connect for Automation

To share a Google Survey Form on WhatsApp automatically, the first step involves setting up Pabbly Connect. This integration tool allows you to automate workflows without any coding skills. Begin by visiting the Pabbly Connect website and signing up for a free account. Once registered, log in to access your dashboard.

From the dashboard, click on the ‘Create Workflow’ button to initiate a new automation. You will need to name your workflow; for this tutorial, let’s call it ‘Send Survey Forms on WhatsApp’. After naming, click on the ‘Create’ button to proceed to the workflow setup page.

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2. Connecting Google Sheets with Pabbly Connect

The next step is to connect Google Sheets as the trigger application in your Pabbly Connect workflow. This means that whenever you add customer data to your Google Sheet, it will trigger the automation. Search for ‘Google Sheets’ in the trigger application section and select it.

• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• A webhook URL will be generated, which you will use in your Google Sheet.
• Follow the instructions to connect your Google Sheet with this webhook.

Make sure to open your Google Sheet in incognito mode if you’re using multiple Google accounts. Install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace. After installation, refresh your Google Sheet and navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the generated webhook URL in the appropriate field and specify the trigger column where the phone numbers will be entered.

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3. Testing the Google Sheets Connection

After setting up the connection between Google Sheets and Pabbly Connect, it’s crucial to test this integration. Click the ‘Send Test’ button in the Initial Setup section. This action will send the first row of data in your Google Sheet to Pabbly Connect for verification.

Once you have tested the connection, you should see the data reflected in your Pabbly Connect workflow. Confirm that the information matches what is in your Google Sheet. After verifying the test data, click on ‘Submit’ to finalize the initial setup.

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4. Connecting to WhatsApp Cloud API

To send messages via WhatsApp, you need to connect to the WhatsApp Cloud API. In your Pabbly Connect workflow, search for ‘WhatsApp Cloud API’ as the action application. Select the action event as ‘Send Template Message’ and proceed to connect.

• If this is your first time, select ‘Add New Connection’ and enter your permanent access token, phone number ID, and business account ID.
• You can find these details in your WhatsApp Cloud API setup under Meta for Developers.
• Once connected, choose the template you created for your survey message.

Make sure to create a message template in WhatsApp Cloud API beforehand. This template will include placeholders for the customer’s name and the survey link. Select this template in your Pabbly Connect workflow to proceed.

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5. Finalizing the Workflow to Send Messages

The final step involves mapping the recipient’s phone number and the variables in the message template. In your Pabbly Connect setup, map the phone number from the test data received from Google Sheets to the recipient field.

Next, map the body fields in the template to customize the message. For instance, include the customer’s name and the link to the Google Survey Form. Once everything is mapped correctly, click on ‘Save and Send Test Request’ to send a test message to verify the setup.

If the test is successful, your workflow is ready! Each time you add a new customer’s data in Google Sheets, a WhatsApp message containing the survey link will be sent automatically. You only need to set this up once, and Pabbly Connect will handle the rest.

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Conclusion

Using Pabbly Connect, you can easily automate the process of sharing a Google Survey Form on WhatsApp. This integration saves time and ensures that your customers receive important feedback requests automatically. Set up your automation today and enhance your customer engagement!

Learn how to automate your business data collection process using Pabbly Connect with this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate your business data collection process, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly website and signing up for a free account if you don’t have one already.

Once you’ve created an account or logged in, you’ll be directed to the dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This action will take you to the workflow creation area where you can set up your automation.

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2. Creating Your Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect that integrates your applications. Click on ‘Create Workflow’ and name it something descriptive, like ‘Pipedrive to Gmail’.

• Click on the ‘Create’ button to proceed.
• You will see two windows: the Trigger window and the Action window.

Set the trigger by selecting Pipedrive from the apps list and choose the trigger event as ‘New Lead’. This ensures that whenever a new lead is added in Pipedrive, the automation will be initiated through Pabbly Connect.

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3. Connecting Pipedrive to Pabbly Connect

Next, you need to connect your Pipedrive account to Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’. You will need your Pipedrive API token, which can be found in your Pipedrive account settings under ‘API’.

After entering the API token into Pabbly Connect, click on ‘Save and Send Test Request’. This action will retrieve the details of the most recently added lead from Pipedrive, confirming that the connection is successful.

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4. Automating Lead Assignment Using Pabbly Connect

Once the lead details are captured, the next step is to automate lead assignment. In the Action window, add a new action step by selecting ‘Number Formatter’ from the list of features in Pabbly Connect. This tool will help implement a round-robin assignment algorithm.

• Set the initial value of the counter to 1.
• Choose ‘Increment’ as the operation to increase the count with each new lead.
• Reset the counter after reaching the number of team members.

By implementing this counter, you can ensure that leads are assigned to team members in a sequential manner. Each time a new lead comes in, the counter will increment, and the lead will be assigned accordingly.

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5. Sending Emails to Team Members via Gmail

After setting up the counter, the final step is to send emails to team members using Gmail. Add another action step and select Gmail as the application. Choose the action event as ‘Send Email’.

Connect your Gmail account to Pabbly Connect and enter the email address of the team member who should receive the new lead details. In the email content, map the lead details retrieved from Pipedrive, such as name, email, title, and amount.

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Conclusion

In this tutorial, we explored how to automate your business data collection process using Pabbly Connect. By integrating Pipedrive and Gmail, you can efficiently manage your leads and ensure timely follow-ups with your team members. This automation not only saves time but also enhances productivity in your business operations.

Learn how to automate repetitive tasks using Pabbly Connect with Google, Google Sheets, Facebook, and more. Follow our detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Introduction to Automating Tasks Using Pabbly Connect

Automating repetitive tasks using Pabbly Connect is a powerful way to enhance efficiency in your work. This tutorial will guide you through the process of setting up automation between various applications. By using Pabbly Connect, you can seamlessly integrate platforms like Google Sheets and Pipedrive.

Automation can significantly reduce the time spent on manual entries, allowing you to focus on more critical tasks. In this guide, we will explore how to connect Pipedrive with Google Sheets using Pabbly Connect.

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2. Accessing Pabbly Connect for Automation

To start automating tasks using Pabbly Connect, first visit the Pabbly website. Create an account by clicking on ‘Sign Up Free’ or log in if you already have an account. Once signed in, navigate to the dashboard and click on ‘Access Now’ under Pabbly Connect.

Here’s how to access Pabbly Connect:

• Visit the Pabbly website.
• Click on ‘Sign Up Free’ or log in.
• Select ‘Access Now’ for Pabbly Connect.

After accessing Pabbly Connect, you can create a new workflow by clicking on ‘Create Workflow’ and naming it according to your integration needs.

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3. Setting Up the Pipedrive to Google Sheets Automation

To automate the process of adding new leads from Pipedrive to Google Sheets, you will need to set up a trigger and action in Pabbly Connect. Start by selecting Pipedrive as your trigger application and choose the ‘New Lead’ event.

Follow these steps to configure the trigger:

• Search for Pipedrive in the trigger application.
• Select ‘New Lead’ as the trigger event.
• Connect your Pipedrive account by entering the API token.

After saving and sending a test request, Pabbly Connect will capture the details of the latest lead added in Pipedrive.

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4. Mapping Data from Pipedrive to Google Sheets

Once the trigger is set up, the next step is to add the details of the new lead into Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

To complete the mapping process, follow these steps:

Choose Google Sheets in the action application. Select ‘Add New Row’ as the action event. Connect your Google Sheets account. Select the spreadsheet and sheet where you want to add the lead details.

Now, map the fields from the Pipedrive response to the corresponding columns in Google Sheets. This will ensure that every new lead is recorded accurately.

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5. Testing and Finalizing Your Automation with Pabbly Connect

After mapping the fields, it’s essential to test the automation setup. Click on ‘Save and Send Test Request’ in Pabbly Connect to verify that the details are correctly added to Google Sheets.

Upon successful testing, you should see the new lead’s details reflected in your selected Google Sheet. This confirms that the automation between Pipedrive and Google Sheets is functioning as intended. With Pabbly Connect, you can now automate repetitive tasks efficiently.

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Conclusion

In conclusion, automating repetitive tasks using Pabbly Connect can significantly improve your workflow efficiency. By integrating applications like Pipedrive and Google Sheets, you can streamline data management and reduce manual entry. Start using Pabbly Connect today to enhance your productivity!

Learn how to use Pabbly Connect to receive WhatsApp notifications when funds are transferred from your PayPal account to your bank. Follow this detailed tutorial!

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Notifications

To receive WhatsApp notifications when funds are transferred from your PayPal account, you first need to set up Pabbly Connect. This platform acts as the central automation tool that integrates various applications seamlessly.

Begin by visiting the Pabbly Connect website and creating a free account. Once logged in, you will be directed to the dashboard where you can start creating your workflow. Click on the blue ‘Create Workflow’ button to initiate the process.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow that triggers notifications based on your PayPal fund transfers. Name your workflow something like ‘Get Notified on WhatsApp about PayPal Fund Transfer’ and click on ‘Create’. using Pabbly Connect

In the workflow setup, you will see two sections: Trigger and Action. The trigger will be the event that starts the automation, while the action is what will happen as a result. In this case, the trigger will be an email notification from your Gmail account about a PayPal fund transfer.

• Select ‘Email Parser’ as the trigger application.
• Copy the unique email address provided by Pabbly Connect.
• Set up Gmail to forward PayPal notifications to this email address.

This will enable Pabbly Connect to capture the email notifications from PayPal automatically.

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3. Configuring Gmail for Email Forwarding

Next, you need to configure your Gmail settings to forward emails to the Pabbly Connect email parser. Go to your Gmail settings, then click on ‘See all settings’ and navigate to the ‘Forwarding and POP/IMAP’ tab. using Pabbly Connect

Click on ‘Add a forwarding address’ and paste the unique email address you copied from Pabbly Connect. Gmail will send a verification email to this address, which you need to confirm to complete the forwarding setup.

• Check your Pabbly Connect email parser for the verification code.
• Enter the verification code in Gmail to confirm the forwarding.

Once this is done, you will be able to receive PayPal notifications directly in Pabbly Connect.

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4. Setting Up WhatsApp Notifications

After successfully capturing the PayPal notification emails, the next step involves setting up WhatsApp notifications. In your Pabbly Connect workflow, add a new action step and select ‘WhatsApp Cloud API’ as the action application. using Pabbly Connect

Choose the action event ‘Send Template Message’. You will need to connect your WhatsApp account by providing necessary credentials such as the temporary token, phone number ID, and WhatsApp Business Account ID. This connection allows Pabbly Connect to send messages via WhatsApp.

Generate a temporary token from the WhatsApp Cloud API dashboard. Ensure you have created and approved a message template for notifications.

Once connected, you can configure the message template that will be sent to your WhatsApp whenever a fund transfer occurs.

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5. Finalizing Your Automation

Finally, after setting up the WhatsApp integration, you need to map the variables in your message template. This ensures that relevant information, such as the recipient’s name and transfer date, is included in the notification.

Click on the ‘Save and Send Test Request’ button to verify that your setup works correctly. You should receive a WhatsApp message confirming the transfer.

With your automation complete, Pabbly Connect will now monitor your Gmail for PayPal fund transfer notifications and send you WhatsApp alerts automatically, allowing you to stay updated without any manual effort.

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Conclusion

In conclusion, by leveraging Pabbly Connect, you can easily set up WhatsApp notifications for PayPal fund transfers. This automation ensures that you are promptly informed about any transactions, enhancing your financial management efficiency.

Learn how to automate student enrollment in Zenler courses from Kartra sales using Pabbly Connect. Follow our detailed 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 Integration

To enroll students into Zenler courses automatically when a sale occurs in Kartra, you need to use Pabbly Connect. Start by visiting the Pabbly Connect website and create your account. Registration is free, and you will receive free tasks to test your automation.

Once you have created an account, log in to access the dashboard. Click on the blue button labeled ‘Create Workflow’ to begin setting up your integration. Name your workflow something descriptive, such as ‘Course Purchased in Kartra – Enroll User to Course in Zenler’. This initial setup is crucial for linking Kartra and Zenler through Pabbly Connect.

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2. Creating a Trigger for Kartra Sales in Pabbly Connect

In this step, you will set up a trigger in Pabbly Connect to initiate the automation when a sale is made in Kartra. Select Kartra as your trigger application and choose the event ‘Course Purchased’. This event will capture the sale details for the course you are selling.

• Select ‘Kartra’ as the trigger application.
• Choose ‘Course Purchased’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Kartra account and paste the URL in the designated webhook section. This step is essential for capturing the data when a sale occurs. Once you have set this up, you can proceed to test the integration by making a dummy purchase to ensure everything is working correctly.

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3. Testing the Kartra Integration with Pabbly Connect

To verify that the trigger is functioning correctly, make a test purchase in Kartra. Use a dummy email address and complete the purchase process. Once the transaction is complete, return to Pabbly Connect to check if the data has been captured successfully.

Upon successful data capture, you will see the details of the purchase reflected in Pabbly Connect. This confirms that the integration between Kartra and Pabbly Connect is working as intended. You will now move on to set up the action that will enroll the student in Zenler.

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4. Enrolling Students into Zenler through Pabbly Connect

Now that you have a working trigger, it’s time to set up the action in Pabbly Connect to enroll the student in Zenler. Select Zenler as your action application and connect it to Pabbly Connect using your API key, which can be found in your Zenler account settings.

• Choose Zenler as the action application.
• Provide the API key from your Zenler account.
• Map the necessary fields such as email, first name, and last name of the student.

After configuring these settings, save the action and test it. If successful, the student will be enrolled in the specified Zenler course automatically whenever a sale is made in Kartra. This seamless integration showcases the power of Pabbly Connect in automating business processes.

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5. Finalizing Your Automation Setup in Pabbly Connect

Once you have tested the enrollment process and confirmed that students are being added to Zenler, you can finalize your automation setup. With Pabbly Connect, you don’t need to keep the application open; it will run in the background, automating the process without further intervention.

Ensure that all conditions are set correctly, especially if you want to enroll students only for specific courses. This configuration allows you to customize the automation to fit your needs. With Pabbly Connect, you can easily manage multiple integrations and automate various tasks across applications.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the enrollment of students in Zenler courses based on sales made in Kartra. By following these steps, you can streamline your processes and enhance your business efficiency.

Learn how to receive instant WhatsApp notifications for Stripe payouts using Pabbly Connect. Follow our step-by-step tutorial to automate your notifications! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect to Set Up Automation

To receive WhatsApp notifications when payouts are released from Stripe, you need to use Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect, where you can create a free account to test the automation.

Once you’ve created your account, log in to access the dashboard. Here, you can begin setting up your automation workflow. Click on the blue button to create a new automation and give it a relevant name, such as ‘Get Notified on WhatsApp When Payout is Released’.

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2. Setting Stripe as the Trigger Application in Pabbly Connect

In this section, we will set Stripe as the trigger application in Pabbly Connect. When a payout is released from Stripe, it will serve as the event that triggers the notification. Select ‘Stripe’ from the list of applications.

Next, choose the trigger event as ‘New Payout’. This ensures that every time a payout is made, it will initiate the automation. You will be prompted to connect your Stripe account by providing API keys, which will allow Pabbly Connect to access your Stripe data.

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3. Connecting Email Parser to Receive Notifications

To receive notifications via WhatsApp, we need to connect an Email Parser in Pabbly Connect. This tool will help extract information from the emails you receive from Stripe. Select ‘Email Parser’ as your application.

After selecting Email Parser, you will receive a unique email address. Copy this address and go to your Gmail settings to set up email forwarding. This involves adding the Email Parser’s address in the forwarding section of your Gmail settings.

• Open Gmail settings and navigate to the Forwarding and POP/IMAP tab.
• Click on ‘Add a forwarding address’ and paste the Email Parser address.
• Verify the forwarding address by entering the confirmation code sent to the Email Parser.

Once verified, all relevant payout notifications from Stripe will be forwarded to Pabbly Connect through the Email Parser.

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4. Applying Filters to Receive Relevant Notifications

To ensure you only receive notifications for actual payouts, you need to apply filters in Pabbly Connect. This step is crucial to avoid receiving notifications for every email.

Utilize the filter feature to specify conditions based on the subject line of the emails. Set the condition to trigger notifications only when the subject line starts with ‘A payout of’ and ends with ‘is on the way’. This ensures that only relevant payout notifications will trigger WhatsApp messages.

• Select the subject line from the received email data.
• Set the condition to ‘starts with’ for the initial part and ‘ends with’ for the concluding part.

By setting these filters, Pabbly Connect will only send WhatsApp notifications when a payout is actually released, keeping your notifications relevant and concise.

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5. Sending WhatsApp Notifications Using Pabbly Connect

Now that we have set up the trigger and filters, the final step is to send WhatsApp notifications. For this, select the WhatsApp Cloud API as the action application in Pabbly Connect.

Connect your WhatsApp Cloud API account by entering your token, phone number ID, and WhatsApp Business Account ID. Make sure to create a message template for your notifications, which must be approved by Facebook before use. Once connected, select the appropriate template for sending notifications.

Choose the template that includes dynamic variables for payout amounts. Map the payout amount from the Email Parser response into the template.

Finally, test the integration by sending a test message to your WhatsApp. If everything is set up correctly, you will receive a notification on your WhatsApp whenever a payout is released from Stripe.

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Conclusion

In summary, using Pabbly Connect allows you to automate the process of receiving WhatsApp notifications for Stripe payouts. By following the steps outlined, you can streamline your notification process and stay updated on your payouts effortlessly.