Author: Nitin Maheshwari

Learn how to automate data transfer between Google Sheets without duplication using Pabbly Connect. Follow our step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Sheets Automation

To start automating data transfer between Google Sheets, the first step is to access Pabbly Connect. This platform provides seamless integration capabilities that allow users to connect various applications effortlessly.

Begin by signing up for a free account on the Pabbly Connect website. After signing in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Merge Google Sheets Data Without Duplication’. This sets the foundation for your automation process.

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2. Trigger Setup in Google Sheets Using Pabbly Connect

In this section, you will configure the trigger event that initiates the workflow in Pabbly Connect. Select Google Sheets as the trigger application and set the trigger event to ‘New or Updated Spreadsheet Row’. This means that any new or updated data in your Google Sheet will trigger the automation process.

• Search for Google Sheets in the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided to connect your Google Sheet.

After copying the webhook URL, open your Google Sheet in a new incognito window. Go to ‘Extensions’ > ‘Get Add-ons’ and search for the ‘Pabbly Connect Webhooks’ add-on. Install it, refresh the sheet, and then navigate back to the extensions menu to set up the webhook connection using the URL you copied earlier.

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3. Transferring Data Without Duplication Using Pabbly Connect

Once the trigger is set up, the next step is to ensure that data is transferred to another Google Sheet without duplication. To do this, you will need to add another action step in Pabbly Connect to check for existing data before adding new entries.

Set up an action event by selecting Google Sheets again, but this time choose ‘Lookup Spreadsheet Rows’. This action will check if the data already exists in the second Google Sheet. Connect to the second sheet and specify the lookup column where you want to search for existing entries.

• Select the spreadsheet name of your second Google Sheet.
• Set the lookup column to the specific column you wish to check for duplicates.
• Map the relevant data from the previous step to search for duplicates.

This ensures that only new data will be sent to the second sheet, preventing any duplication errors during the transfer process.

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4. Applying Conditions to Filter New Data with Pabbly Connect

To further refine your automation, you can apply conditions in Pabbly Connect to filter out existing data. Use the ‘Filter by Pabbly’ feature to set conditions that determine when new data should be added.

Configure the filter to check if the response from the lookup action indicates that the data does not already exist in the second sheet. If the condition is true, the workflow will continue to add the new entry; otherwise, it will stop to avoid duplication.

This step is crucial for maintaining data integrity and ensuring that your Google Sheets remain organized. You can set the filter condition to check for specific response labels that indicate whether data should proceed to the next step.

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5. Adding New Rows to Google Sheets Automatically Using Pabbly Connect

Finally, the last step is to configure the action for adding new rows to your second Google Sheet. This is where Pabbly Connect excels, allowing you to automate data entry seamlessly.

Select Google Sheets as the action application and choose the ‘Add New Row’ action event. Connect to your Google account again and select the relevant spreadsheet and sheet name. Map the data fields to ensure that the correct information is added to the new row.

Map the customer name, location, service date, and contact number fields to the corresponding columns. Click on ‘Save and Send Test Request’ to add the new row. Check your second Google Sheet to confirm that the new data has been added successfully.

With this setup, every time new data is entered into the first Google Sheet, Pabbly Connect will automatically check for duplicates and add only new entries to the second sheet, streamlining your data management process.

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Conclusion

In conclusion, using Pabbly Connect to automate data transfer between Google Sheets allows you to efficiently manage your data without duplication. By following these steps, you can create a seamless workflow that enhances productivity.

Learn how to set up date wise notifications for new subscriptions in ThriveCart using Pabbly Connect and Gmail integration. Follow our step-by-step guide! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for ThriveCart Integration

To start receiving date wise notifications for new subscriptions, you’ll need to set up Pabbly Connect. First, sign up for a free account if you haven’t already. Once signed in, navigate to the Pabbly Connect dashboard.

Click on the ‘Create Workflow’ button to begin. You can name your workflow anything you like, such as ‘Date Wise Subscription Notifications’. This will help you identify it later. After naming your workflow, click on the ‘Create’ button to proceed.

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2. Select ThriveCart as the Trigger Application

In this step, you will select ThriveCart as the trigger application within Pabbly Connect. This is crucial as it will initiate the workflow whenever a subscription is sold. Choose ThriveCart from the application list.

For the trigger event, select ‘Product Purchase’. After this, click on the ‘Connect’ button. You will need to create a new connection by entering your ThriveCart API key. To find this key, log in to your ThriveCart account, go to the settings, and access the API and Webhooks section.

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3. Configuring ThriveCart for Automation

Once connected, select the product for which you want to receive notifications. For this example, we are using the ‘PHP Language Course’. Make sure your product is in test mode while setting up the automation. using Pabbly Connect

After selecting the product, click on ‘Save and Send Test Request’. This will allow you to perform a test submission to ensure everything is working correctly. You will need to manually create a test purchase to capture the data required for the next steps.

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4. Setting Up Date Filtering in Pabbly Connect

In this section, you will set up a filter to only receive notifications for specific dates using Pabbly Connect. After capturing the order date from the test purchase, you will need to extract the day from this date. Use the Text Formatter feature to split the date and retrieve the day number.

• Select the ‘Split Text’ option in the Text Formatter.
• Map the order date to the text field.
• Use space as a separator to split the date from the time.

Next, apply a filter to check if the day number is greater than 27, which indicates the 28th, 29th, 30th, or 31st of the month. If the condition is met, the workflow will continue; otherwise, it will stop.

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5. Setting Up Gmail Notifications for Subscriptions

Finally, you will set up Gmail to send notifications using Pabbly Connect. Add a new action step and select Gmail as the application. Choose ‘Send Email’ as the action event and connect your Gmail account.

Fill in the recipient’s email address, sender’s name, and email subject. In the email body, include dynamic content such as the product name and subscription date, which you mapped earlier. This ensures that every time a subscription is sold, you receive an email with the relevant details.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to automate date wise notifications for new subscriptions in ThriveCart. This setup allows you to stay informed about your subscription sales effortlessly, enhancing your overall business efficiency.

Learn how to integrate forms.app with Twilio for SMS notifications using Pabbly Connect. Step-by-step guide for seamless automation. 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 SMS Integration

To start integrating forms.app with Twilio for SMS notifications, access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing in. If you are a new user, you can sign up quickly, taking no more than two minutes.

Once logged in, you will reach the applications page. Click on the option to access Pabbly Connect. This will take you to the dashboard where you can create a new workflow to automate SMS notifications for form submissions.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow. Set the name to something descriptive, like ‘SMS Notifications for forms.app Submission’. After naming, click on the ‘Create’ button to proceed.

• Trigger Application: forms.app
• Action Application: Twilio
• Trigger Event: New Form Submission

Now, you will see two sections: Trigger and Action. Select forms.app as your trigger application and choose ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to respond whenever a new submission is made through forms.app.

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3. Setting Up the Webhook in forms.app

After defining the trigger, Pabbly Connect provides you with a webhook URL. Copy this URL as you will need to set it up in your forms.app account. Go to your forms.app dashboard, select the form you want to connect, and click on ‘Edit’.

In the edit section, navigate to the ‘Connect’ tab and select ‘Webhook’ from the options. Click on ‘Connect’ and paste the copied webhook URL into the designated field. Save the webhook settings to ensure that forms.app can send submissions to Pabbly Connect.

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4. Testing the Integration with a Form Submission

To test the integration, submit a test response through your forms.app form. Fill out the necessary fields, such as full name, email, and contact number, then click on the submit button. This action will trigger the webhook set up previously.

Return to Pabbly Connect to check if the test response has been recorded. You should see the response details, including the user’s information. This confirms that the webhook is functioning correctly and data is being sent from forms.app to Pabbly Connect.

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5. Configuring Twilio for SMS Notifications

After successfully receiving the form submission data, the next step is to configure Twilio to send SMS messages. In Pabbly Connect, select Twilio as your action application and choose ‘Send SMS Message’ as the action event. Click on ‘Connect’ to set up the Twilio connection.

You will need your Twilio Account SID and Authorization Token to establish this connection. Retrieve these from your Twilio account dashboard and paste them into the respective fields in Pabbly Connect. Once connected, you can map the SMS content, including the recipient’s details and the message body.

For the SMS body, you can customize a message that includes the user’s name and a confirmation of their submission. After setting up the message, click on ‘Save and Send Test Request’ to ensure that the SMS is sent successfully. If everything is configured correctly, the user will receive an SMS confirmation upon form submission.

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Conclusion

Using Pabbly Connect, you can seamlessly integrate forms.app with Twilio to automate SMS notifications for form submissions. This process enhances communication with users and improves the overall efficiency of your forms. By following the steps outlined, you can set up this integration quickly and effectively.

Learn how to integrate HubSpot and Twilio to send and receive SMS notifications when HubSpot contacts are updated using Pabbly Connect. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting Pabbly.com/connect. This platform allows seamless integration between HubSpot and Twilio for sending and receiving SMS notifications.

Once on the Pabbly Connect page, you will see options to sign in or sign up. Existing users can sign in, while new users can create a free account in under two minutes. After signing in, you will reach the all applications page, where you can access Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. This will prompt you to name your workflow. For this integration, you can name it ‘Send or Receive SMS When HubSpot Contact is Updated.’ Once named, click on ‘Create’ to proceed.

• Name your workflow appropriately.
• Select HubSpot CRM as the trigger application.
• Choose the trigger event as ‘Contact Updated.’

Next, connect your Pabbly Connect account to HubSpot CRM. You will be asked to add a new connection by selecting ‘Connect with HubSpot CRM’ and authorizing the connection. After successful authorization, you can proceed to set the properties that will trigger the workflow.

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3. Setting Up the HubSpot Trigger

In this step, you will specify the properties that can be updated in HubSpot. Common properties include first name, last name, phone number, and email address. After selecting these properties, click on ‘Save and Send Test Request’ to check if the connection works correctly.

Once the test request is sent, you can verify the updated contact information from HubSpot. For example, if you update the email address of a contact, the system will fetch the latest details, confirming the connection between HubSpot and Pabbly Connect.

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4. Configuring Twilio Action in Pabbly Connect

Now that the trigger is set, the next step is to configure the action application, which will be Twilio. Select Twilio as the action application and choose the action event as ‘Send SMS Message.’ Click on ‘Connect’ to link your Twilio account with Pabbly Connect.

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

• Input the message body for the SMS.
• Map the recipient’s phone number from the HubSpot contact details.
• Specify the sender’s number as per your Twilio account.

After setting up the message body, save the configuration and send a test request to ensure that the SMS is sent correctly to the user and the admin.

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5. Testing the Integration in Real Time

With the workflow configured, it’s time to test the integration. Update a contact in HubSpot by changing their details, such as the email address or phone number. After making the changes, save the contact.

Within 10 minutes, as per the polling time set in Pabbly Connect, an SMS should be sent to the user and the admin, confirming that the integration works flawlessly. Check your SMS inbox to verify the receipt of the message.

This testing phase confirms that the integration between HubSpot and Twilio via Pabbly Connect is successful. You can now automate SMS notifications whenever a contact is updated in HubSpot.

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Conclusion

In this tutorial, we explored how to integrate HubSpot with Twilio using Pabbly Connect. By setting up a workflow, we enabled the automatic sending and receiving of SMS notifications when HubSpot contacts are updated. This integration enhances communication and ensures that both users and admins are informed about changes promptly.

Learn how to create deals in Pipedrive using Pabbly Connect with newly caught webhooks from Jotform. Step-by-step tutorial with detailed instructions. 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. Setting Up Pabbly Connect for Webhooks Integration

To create deals in Pipedrive using Pabbly Connect, first, access your Pabbly Connect account. This platform allows seamless integration of various applications, including Jotform and Pipedrive, through webhooks. using Pabbly Connect

Once logged in, click on the big blue button labeled ‘Create Workflow’. Name your workflow something like ‘Create Deals in Pipedrive with Newly Caught Webhooks’ and click ‘Create’. This initializes your workflow, where you can set up your trigger and action steps.

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2. Configuring the Trigger with Jotform Webhooks

The next step involves setting up the trigger using Jotform. Here, you will utilize the webhook feature to capture form submissions. Select ‘Webhook’ as your trigger event in Pabbly Connect. using Pabbly Connect

• Navigate to your Jotform account and open the form you want to use.
• Go to the settings of the form and select ‘Integrations’.
• Choose ‘Webhooks’ and paste the webhook URL provided by Pabbly Connect.

After pasting the webhook URL, complete the integration. This allows Pabbly Connect to receive data from Jotform whenever the form is submitted, enabling the creation of deals in Pipedrive based on the captured data.

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3. Creating a Deal in Pipedrive from the Webhook Data

Once your webhook is set up, you need to ensure that the data from Jotform is correctly processed to create a deal in Pipedrive. Start by selecting Pipedrive as your action application in Pabbly Connect. using Pabbly Connect

For the action event, choose ‘Find Person’. You will need to connect your Pipedrive account by providing the API token from your Pipedrive settings. This allows Pabbly Connect to access your Pipedrive account and check if the person associated with the deal already exists.

• Map the email field from the Jotform response to search for a person in Pipedrive.
• Set the search to find an exact match for the email provided in the form.

If the person exists, Pabbly Connect will retrieve their details, allowing you to create a deal directly. If not, you will need to handle this scenario with a router.

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4. Handling Existing and New Persons with a Router

In this step, you will use a router in Pabbly Connect to differentiate between existing and new persons in Pipedrive. This is crucial because a deal can only be created if the associated person exists. using Pabbly Connect

Set up two routes: one for when the person exists and one for when they do not. For the existing person route, you will proceed to create a deal directly using the ‘Create Deal’ action in Pipedrive.

If the person exists, map the person ID to the deal creation step. Fill in the deal details such as title and value using data from the webhook response.

If the person does not exist, the router will trigger the creation of a new person in Pipedrive before creating the deal. This ensures that all necessary data is handled correctly.

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5. Finalizing the Workflow and Testing

After setting up both routes, finalize your workflow by testing it. Use the test feature in Pabbly Connect to ensure that the integration works as expected. Fill out the Jotform and submit it to see if a deal is created in Pipedrive. using Pabbly Connect

Check Pipedrive for the newly created deal. If everything is set up correctly, you should see the deal reflecting the details from the Jotform submission. This confirms that Pabbly Connect has successfully integrated Jotform with Pipedrive using webhooks.

By following these steps, you have automated the process of creating deals in Pipedrive using Pabbly Connect, making your workflow more efficient and streamlined.

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Conclusion

In this tutorial, we explored how to create deals in Pipedrive using Pabbly Connect with Jotform webhooks. By following the detailed steps, you can streamline your workflow and enhance productivity.

Learn how to automate Salesforce lead creation from Google Sheets using Pabbly Connect. Step-by-step tutorial to streamline your workflow. 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. Setting Up Pabbly Connect for Google Sheets and Salesforce Integration

To create custom Salesforce objects from new rows on Google Sheets, we first need to access Pabbly Connect. This platform allows seamless integration between Google Sheets and Salesforce. Start by signing into your Pabbly Connect account and navigating to the dashboard.

Once on the dashboard, click on the big blue button labeled ‘Create Workflow’. Name your workflow something descriptive, such as ‘Create Custom Salesforce Objects from New Rows in Google Sheets’. After naming it, click ‘Create’ to initiate your workflow.

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2. Configuring the Trigger in Pabbly Connect

The next step is to configure the trigger that will initiate the workflow. In this case, we will use Google Sheets as our trigger application. Select Google Sheets and set the trigger event to ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added to your designated Google Sheet, Pabbly Connect will start the workflow.

• Choose Google Sheets as the trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, head to your Google Sheets. Go to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’. Install this add-on to facilitate communication between Google Sheets and Pabbly Connect. Once installed, return to Extensions, select Pabbly Connect Webhooks, and choose ‘Initial Setup’. Paste the webhook URL and set the trigger column to the last updated column. Click ‘Submit’ to complete the setup.

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3. Testing the Trigger with Pabbly Connect

With the trigger configured, it’s time to test if everything is set up correctly. You can send a test request from Pabbly Connect that includes the first row of data from your Google Sheets. This will ensure that the integration is functioning properly. using Pabbly Connect

After sending the test request, you should see a response in Pabbly Connect indicating that the data has been successfully received. If the data appears correctly, go back to your Google Sheets, navigate to Extensions > Pabbly Connect Webhooks, and select ‘Send on Event’. This step ensures that every new updated row will trigger the webhook response.

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4. Configuring the Action in Pabbly Connect to Create Salesforce Leads

Now that the trigger is set up, we need to define the action that will occur in Salesforce. Choose Salesforce as your action application and set the action event to ‘Create Lead’. This action will allow Pabbly Connect to create a new lead in Salesforce based on the data from Google Sheets.

Click ‘Connect’ to establish a connection between Salesforce and Pabbly Connect. You will be prompted to allow access to your Salesforce account. After granting permission, you will be able to fill in the necessary fields for creating a lead, such as last name, first name, company name, and email address.

• Map the last name and first name from the Google Sheets data.
• Ensure the company name and email address are also mapped correctly.
• Select any additional fields required for the lead creation.

Once all fields are filled out, click ‘Save and Send Test Request’. If successful, Pabbly Connect will show a confirmation that the lead has been created in Salesforce.

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5. Finalizing the Integration and Checking Salesforce

After testing the action, the last step is to finalize the integration. You can now check your Salesforce account to verify that the lead has been created successfully. Refresh your Salesforce leads page, and you should see the new lead populated with the data from the Google Sheets row.

This integration streamlines the process of creating leads in Salesforce directly from new rows in Google Sheets. By using Pabbly Connect, you ensure that every new entry in your spreadsheet is automatically converted into a lead in Salesforce without manual entry.

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Conclusion

By following this tutorial, you have successfully learned how to create custom Salesforce objects from new rows on Google Sheets using Pabbly Connect. This automation saves time and reduces errors in lead creation, enhancing your overall workflow efficiency.

Learn how to integrate HubSpot and Google Contacts using Pabbly Connect to automate the addition of new contacts seamlessly. 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. Access Pabbly Connect for HubSpot and Google Contacts Integration

To start integrating HubSpot with Google Contacts, you need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser. This will take you to the landing page where you can either sign in or sign up for free if you are a new user.

Once logged in, navigate to the applications page and click on the ‘Access Now’ button for Pabbly Connect. This will lead you to the dashboard where you can create a new workflow for your integration.

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2. Create a Workflow in Pabbly Connect for HubSpot Contacts

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will see a dialog box prompting you to name your workflow. Name it ‘Add New HubSpot Contacts to Google Contacts’ and click ‘Create’ to proceed.

This will open a new window with two essential components: Trigger and Action. For this integration, select HubSpot as your trigger application and set the trigger event to ‘New Contact Added’. This means that every time a new contact is added in HubSpot, it will trigger the workflow.

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3. Connect HubSpot to Pabbly Connect

To connect HubSpot with Pabbly Connect, click on ‘Connect’ after selecting your trigger event. You will be prompted to add a new connection to your HubSpot CRM account. Click on ‘Add New Connection’ and authorize Pabbly Connect to access your HubSpot account.

Once the connection is established, Pabbly Connect will fetch the output properties needed to create a contact in Google Contacts. Make sure to include the first name, last name, phone number, and email address as these are essential fields for the contact creation process.

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4. Set Up Google Contacts as Action Application

Next, you need to set Google Contacts as your action application in Pabbly Connect. Select Google Contacts and choose the action event as ‘Create Contact’. Click on ‘Connect’ to link your Google Contacts account with Pabbly Connect.

Authorize the connection by signing into your Google account and allowing Pabbly Connect to access your Google Contacts. After successful authorization, you will need to map the fields from HubSpot to Google Contacts. This includes mapping the first name, last name, email address, and phone number to ensure the contact is created accurately in Google Contacts.

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5. Test the Integration and Verify Success

To test the integration, go back to HubSpot and create a new contact with the required details. After creating the contact, return to Pabbly Connect and click on ‘Save and Send Test Request’ to see if the new contact data is fetched correctly.

Check your Google Contacts to verify that the new contact has been added successfully. This complete automation means that every time a new contact is created in HubSpot, it will automatically appear in Google Contacts without any manual effort. This integration allows for seamless contact management across platforms.

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Conclusion

Integrating HubSpot with Google Contacts using Pabbly Connect automates the process of adding new contacts efficiently. By following the steps outlined in this tutorial, you can ensure that your contact lists are always up to date without manual intervention.

Learn how to automatically add LinkedIn leads to Pipedrive using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for LinkedIn and Pipedrive Integration

To start automating your LinkedIn leads into Pipedrive, first, access Pabbly Connect. This platform allows seamless integration between LinkedIn and Pipedrive, enabling automatic lead management.

After logging in, click on the blue button labeled ‘Create Workflow’. You can name your workflow something like ‘Add LinkedIn Leads to Pipedrive CRM Automatically’. Once named, click on ‘Create’ to proceed.

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2. Select Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your automation using Pabbly Connect. The trigger will be the LinkedIn lead generation form submission, while the action will be adding the lead details to Pipedrive.

• Select ‘LinkedIn Lead Generation Form’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.
• Choose the specific lead generation form you want to use.

After selecting the appropriate form, click on ‘Save and Send Test Request’. This will initiate a test to ensure that the connection is working correctly.

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3. Submit a Lead Form for Testing

Next, you will need to submit a lead form to test the integration. Open your LinkedIn advertisement with the lead form embedded. Fill in the required fields such as first name, last name, and phone number, and then submit the form.

Once the form is submitted, return to Pabbly Connect and click ‘Save and Send Test Request’ again. This time, you should see the lead details captured successfully, confirming that the integration is functioning.

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4. Add Lead Details to Pipedrive Using Pabbly Connect

Now that you have successfully captured lead details, it’s time to add them to Pipedrive. In Pabbly Connect, select Pipedrive as the action application.

• Choose ‘Create Person’ as the action event.
• Connect your Pipedrive account by entering your API token.
• Map the lead details from the previous step to the corresponding fields in Pipedrive.

After mapping the details, click on ‘Save and Send Test Request’. This will create a new person entry in Pipedrive with the lead information.

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5. Automation Complete: Monitor and Manage Leads

Your automation setup is now complete! Every time a LinkedIn lead form is submitted, Pabbly Connect will automatically add the lead information to your Pipedrive CRM. This eliminates the need for manual data entry and allows for efficient lead management.

To ensure everything is functioning correctly, monitor the newly created entries in Pipedrive. You can now focus on engaging with your leads without worrying about the tedious task of importing data manually.

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Conclusion

By using Pabbly Connect, you can automate the process of adding LinkedIn leads to Pipedrive seamlessly. This integration enhances your lead management efficiency, allowing you to focus on what matters most: converting leads into customers.

Learn how to send insurance renewal reminder emails automatically using Pabbly Connect with Google Sheets and Gmail. Step-by-step tutorial included. 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. Setting Up Pabbly Connect for Automation

To send insurance renewal reminder emails automatically, start by accessing Pabbly Connect. This powerful integration platform allows you to connect Google Sheets and Gmail seamlessly.

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Assign a name to your workflow, such as ‘Send Insurance Renewal Reminder Emails Automatically’. This will help you identify your automation later. Once named, click on ‘Create’ to proceed.

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2. Scheduling Automation with Pabbly Connect

Next, set up a schedule for your automation in Pabbly Connect. Select the schedule feature to run your workflow daily. This ensures that your automation checks for upcoming insurance expirations every morning.

• Choose the frequency as ‘Every Day’.
• Set the time to 7 AM.

By scheduling your automation, you ensure that reminders are sent out automatically two days before the insurance policy expiration date. This proactive approach keeps your clients informed and helps them renew their policies on time.

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3. Connecting Google Sheets with Pabbly Connect

To retrieve the list of insurance clients, you need to integrate Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Lookup Spreadsheet Row’. This allows you to search for policyholders who have not received reminders.

When prompted, connect your Google Sheets account by clicking on ‘Add New Connection’. Once connected, select the specific spreadsheet containing your insurance client data. Make sure to specify the lookup column where the reminder status is recorded.

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4. Sending Reminder Emails via Gmail

After identifying the clients who need reminders, set up Gmail to send the emails through Pabbly Connect. Choose Gmail as the next action application and select ‘Send Email’ as the action event. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

• Map the recipient’s email address from the iterator step.
• Craft a subject line and email content that includes personalized information.

This setup ensures that each client receives a timely reminder about their insurance policy expiration, enhancing customer service and engagement.

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5. Updating Reminder Status in Google Sheets

Finally, it’s crucial to update the reminder status in your Google Sheets once the email has been sent. Use Pabbly Connect to add another action step that updates the row in Google Sheets. Select the ‘Update Row’ action event to modify the reminder status from ‘Not Sent’ to ‘Sent’.

By automating this process, you ensure that your records remain accurate, preventing repeated reminders to the same clients. This final step solidifies the effectiveness of your automated workflow.

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Conclusion

In conclusion, using Pabbly Connect to automate the sending of insurance renewal reminder emails streamlines your workflow and enhances client communication. This integration not only saves time but also ensures timely reminders for your clients, helping them stay informed about their policy renewals.

Learn how to automate text-to-speech conversion using Pabbly Connect, Google Sheets, and Growthens API in this detailed 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. Setting Up Pabbly Connect for Text-to-Speech Automation

To begin automating text-to-speech conversion, we will use Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. Once logged in, click on ‘Create Workflow’ and name your workflow, for example, ‘Text to Speech Automation.’ This is the first step towards integrating Google Sheets with the Growthens API.

After naming your workflow, you will see two main windows: the trigger and action windows. The trigger window is where you will set up the event that initiates the automation. Here, you will select Google Sheets as your trigger app and choose the event as ‘New or Updated Spreadsheet Row.’ This setup allows Pabbly Connect to monitor your Google Sheets for new entries.

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2. Connecting Google Sheets with Pabbly Connect

Now that you have configured Pabbly Connect, it’s time to connect your Google Sheets. In the trigger window, after selecting the Google Sheets app, you will receive a webhook URL. This URL is crucial for connecting your Google Sheets with Pabbly Connect. Copy this URL and head over to your Google Sheets.

Within Google Sheets, navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet. Then, go back to Extensions > Pabbly Connect Webhooks > Initial Setup. You will need to fill in the selected sheet, paste the webhook URL, and define the trigger column (e.g., Column B). Click ‘Send Test’ to verify the connection. If successful, Pabbly Connect will confirm that the data has been sent successfully.

• Install the Pabbly Connect Webhooks add-on.
• Set up the Initial Setup with your selected sheet and webhook URL.
• Define the trigger column where new data will be entered.

Once you have completed the setup, the Google Sheets and Pabbly Connect integration will be ready to trigger whenever new text is added.

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3. Generating Speech from Text Using Growthens API

With your Google Sheets connected to Pabbly Connect, the next step is to generate speech from the text. In the action window of your workflow, search for and select the Growthens API app. Choose the action event as ‘Make TTS Request.’ This will allow Pabbly Connect to send the text to the Growthens API for conversion into speech.

To establish this connection, you will need to enter your Growthens API token. If you haven’t created an account yet, follow the provided instructions to obtain your API token. After entering the token, you will also need to provide the 11 Labs API key and select the voice ID for the speech. This setup enables Pabbly Connect to effectively communicate with the Growthens API to generate the speech audio.

• Select ‘Make TTS Request’ as the action event.
• Enter your Growthens API token and 11 Labs API key.
• Select the voice ID for the speech output.

After completing these steps, you will be able to generate speech from any text entered in your Google Sheet using Pabbly Connect and the Growthens API.

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4. Retrieving the Audio URL of the Generated Speech

Once the text has been converted into speech, the next step in your Pabbly Connect workflow is to retrieve the audio URL. After making the TTS request, you will need to wait for a brief delay to allow the Growthens API to process the request. In this case, you can add a delay of 1 hour using the ‘Delay by Pabbly’ action.

After the delay, use the ‘Get TTS Request’ action from the Growthens API to fetch the audio URL. You will need to map the request ID from the previous step to ensure you retrieve the correct audio file. Once you have done this, Pabbly Connect will provide you with the audio URL for the generated speech.

Add a delay of 1 hour to allow for processing. Use the ‘Get TTS Request’ action to retrieve the audio URL. Map the request ID from the previous step for accurate retrieval.

By following these steps, you will successfully retrieve the audio URL of the generated speech using Pabbly Connect.

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5. Updating Google Sheets with the Audio URL

The final step in this automation is to update your Google Sheets with the audio URL. In the action window of your Pabbly Connect workflow, select Google Sheets again and choose the action event ‘Update Cell Value.’ This allows you to place the audio URL in the same row as the text that was converted into speech.

When setting this up, you will need to specify the spreadsheet and the sheet where the audio URL should be placed. Map the range to the appropriate cell (e.g., Column C) and set the value to the audio URL retrieved from the previous step. This ensures that every time text is added, the corresponding audio URL is updated in your Google Sheet, completing the automation process.

Select ‘Update Cell Value’ as the action event. Map the audio URL to the appropriate cell in Google Sheets. Confirm your settings to ensure the audio URL updates correctly.

With these steps, your Google Sheets will now automatically reflect the audio URL for each text entry, showcasing the power of Pabbly Connect in automating text-to-speech conversions.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of converting text to speech using Google Sheets and the Growthens API. By following the steps outlined, you can efficiently generate audio from text entries in your Google Sheets and retrieve the audio URL seamlessly. This automation not only saves time but also enhances productivity in managing text-to-speech tasks.