Author: Nitin Maheshwari

Learn how to use Pabbly Connect to automate adding Calendly invitees to your Circle.so community upon invitation approval. Step-by-step guide included. 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 integrate Calendly with Circle.so, the first step is to access Pabbly Connect. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. This platform will allow you to create automated workflows between your applications.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you don’t have an account, signing up is free and provides you with 100 free tasks each month to explore the integration capabilities of Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Calendly to Circle’. This name helps identify the integration you are setting up.

In the workflow setup, you will see two sections: Trigger and Action. The Trigger section is where you define what starts the workflow. For this integration, select Calendly as the trigger app and choose the event ‘Invite Created’. Then, connect your Calendly account by entering your API key from your Calendly account settings.

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3. Connecting Calendly to Pabbly Connect

To successfully connect Calendly to Pabbly Connect, you need to retrieve your API key. Log into your Calendly account, go to the integrations section, and find the API key. Copy this key and paste it into Pabbly Connect to establish the connection.

Once connected, save your settings and send a test request. This step ensures that the integration is working correctly. At this point, you should schedule an appointment in Calendly to test if the invite details are captured in Pabbly Connect.

• Log into your Calendly account.
• Navigate to integrations and find your API key.
• Copy the API key and paste it in Pabbly Connect.

After scheduling an appointment, you will see the invite details appear in your Pabbly Connect dashboard, confirming that the connection is successful.

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4. Inviting Members to Circle.so Community

Next, you will set up the action in your workflow to invite the new Calendly invitee to your Circle.so community using Pabbly Connect. In the Action section, choose Circle as the action app and select ‘Invite Member’. This step allows you to send an invitation to the new member.

To connect Circle to Pabbly Connect, you need to provide your Circle account details, including the API token and host. You can find these in your Circle account settings. Copy the necessary details and paste them into the corresponding fields in Pabbly Connect.

• Enter your Circle host URL.
• Input your API token created in Circle settings.
• Map the invitee’s email and name from the Calendly data.

After filling in the required information, save and send a test request. This will add the invitee to your Circle community, ensuring they receive an invitation via email.

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5. Invitation Approval Process

Once the invitee receives the email invitation, they must accept it to complete the process. This step is crucial as it allows the invitee to join your Circle community. Using Pabbly Connect, the entire process is automated, making it seamless for both you and the invitee.

When the invitee accepts the invitation, their account is automatically created in Circle, and they are added to the community without any manual effort from your side. This automation saves time and enhances user experience, especially for businesses that rely on appointments.

In summary, this integration using Pabbly Connect ensures that every time a new appointment is scheduled in Calendly, the invitee is automatically invited to your Circle community, streamlining the invitation approval process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Calendly and Circle.so for automatic invitation approval. This workflow simplifies managing appointments and community invitations, enhancing efficiency for your business.

Learn how to schedule Google Meet meetings using Google Sheets and Pabbly Connect in this detailed tutorial. Automate your meeting scheduling effortlessly! 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 to Schedule Google Meet Meetings

To begin scheduling Google Meet meetings using Google Sheets, you first need to access Pabbly Connect. Open your web browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect homepage. If you already have an account, simply sign in; if not, you can sign up for free. Signing up offers 100 free tasks each month, allowing you to practice the workflows you will create.

Once signed in, you will be directed to the Pabbly Connect dashboard. Here, you can create new workflows that will integrate Google Sheets with Google Meet. Start by clicking on the ‘Create Workflow’ button, where you can name your workflow. This workflow will be responsible for automating the scheduling of meetings directly from your Google Sheets.

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2. Setting Up Google Sheets Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow. In Pabbly Connect, select Google Sheets as your trigger app. Choose the event ‘New or Updated Spreadsheet Row’ as the trigger event. This will allow Pabbly Connect to monitor your Google Sheets for any new entries that indicate a meeting to be scheduled.

You will need to connect your Google Sheets account to Pabbly Connect. Once connected, select the specific spreadsheet you created for scheduling meetings. Ensure that your spreadsheet has the necessary columns, including summary, description, start date, and end date, formatted in UTC. This format is crucial for accurate scheduling.

• Open your Google Sheets document.
• Copy the webhook URL provided by Pabbly Connect.
• Set up the Pabbly Connect Webhooks add-on in Google Sheets.

After setting up the trigger, test it by adding a new row in your Google Sheets. This action will send the data to Pabbly Connect, confirming that the integration is working correctly.

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3. Configuring Google Meet Action in Pabbly Connect

Once the trigger is set, the next step is to configure the action that will take place in Google Meet. In Pabbly Connect, select Google Meet as the action app and choose the event ‘Schedule Meeting’. This action will create a new meeting in your Google Calendar based on the information from your Google Sheets.

Connect your Google account to Pabbly Connect and select the calendar where you want the meetings to be scheduled. You can then map the fields from your Google Sheets to the corresponding fields in Google Meet, such as summary, description, start time, and end time. This mapping ensures that the correct information is transferred from your sheet to the meeting.

• Select the calendar for the meeting.
• Map the summary and description fields from Google Sheets.
• Input the start and end times in UTC format.

After mapping all necessary fields, save your workflow and send a test request. This will create a new event in your Google Calendar, confirming that everything is set up correctly. You can now automate your meeting scheduling seamlessly.

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4. Finalizing and Testing the Workflow in Pabbly Connect

With the trigger and action configured, it’s time to finalize the workflow in Pabbly Connect. Ensure that the ‘Send on Event’ option is enabled in your Google Sheets settings. This setting allows new entries in your sheet to trigger the workflow and schedule meetings automatically.

Test your workflow by adding a new row in your Google Sheets with the relevant meeting details. Check your Google Calendar to see if the meeting is scheduled correctly. If everything works as expected, your automation is complete, and you can now manage meetings efficiently without sharing your Google account credentials.

Remember, this automation is especially useful for teams where multiple members need to schedule meetings without direct access to the Google account. By using Pabbly Connect, you maintain security while streamlining your workflow.

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5. Conclusion: Schedule Google Meet Meetings Effortlessly

In this tutorial, we’ve demonstrated how to schedule Google Meet meetings using Google Sheets through Pabbly Connect. This integration allows you to automate your meeting scheduling, ensuring that your team can manage meetings efficiently without compromising your account security. By following the steps outlined, you can set up this powerful automation in just a few minutes.

Utilizing Pabbly Connect not only saves time but also enhances productivity by allowing your team to focus on more important tasks. Start automating your meeting scheduling today and experience the benefits of seamless integration!

Learn how to seamlessly integrate Razorpay with Circle.so using Pabbly Connect to manage your paid members effectively. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Razorpay with Circle.so, you first need to access Pabbly Connect. Navigate to your browser and type in pablp.com/cc Connect. This will redirect you to the Pabbly Connect homepage where you can either sign in or sign up.

If you do not have an account, signing up is free and offers 100 free tasks each month. Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Razorpay to Circle’.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the workflow. Select Razorpay as your trigger application and choose the ‘Payment Captured’ event. This event will activate whenever a payment is made through Razorpay. using Pabbly Connect

• Select Razorpay from the list of applications.
• Choose ‘Payment Captured’ as the event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Razorpay dashboard, navigate to the settings, and click on ‘Webhooks’. Here, add a new webhook and paste the copied URL. Make sure to select the ‘Payment Captured’ event before saving the webhook settings.

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3. Making a Dummy Payment to Test the Integration

To test the integration, you need to make a dummy payment. Use the payment page you created in Razorpay and fill in the required details such as name, email, and payment information. For this example, use the name ‘Ryan Glasgow’ and the email ‘[email protected]’. using Pabbly Connect

Once you fill in the details, click on ‘Pay’ to complete the transaction. After the payment is processed, you should see a webhook response in Pabbly Connect that confirms the payment details, including the name and email.

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4. Tagging Members in Circle Using Pabbly Connect

Now that you have successfully captured the payment, the next step is to tag the member in Circle.so. In Pabbly Connect, select Circle as the action application and choose the ‘Tag a Member’ action event. Connect your Circle account by entering the required API token and host URL. using Pabbly Connect

• Enter the host URL from your Circle account.
• Paste the API token you generated from Circle.
• Map the email and Community ID from the webhook response.

For the member tag, select ‘Paid User’ to identify them as a paying member. After configuring these settings, click on ‘Save and Send Test Request’ to verify that the tag has been successfully added to the member’s profile in Circle.

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5. Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Razorpay with Circle.so. This integration allows you to automatically tag paid members in your Circle community, streamlining your member management process.

By following the steps outlined, you can efficiently manage your community and enhance member engagement. Automation through Pabbly Connect not only saves time but also improves the accuracy of your member tagging process. Start using Pabbly Connect today to simplify your workflows!

Learn how to automate adding WooCommerce customers to Circle.so community using Pabbly Connect. Follow this detailed step-by-step tutorial to streamline your process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To start adding WooCommerce customers to your Circle.so community, you need to set up Pabbly Connect. This powerful automation platform connects various applications seamlessly. First, visit the Pabbly Connect website and log into your account or create a new one if you don’t have an account yet.

Once logged in, you will be greeted with the dashboard. You can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately to reflect its purpose, such as ‘WooCommerce to Circle.so Integration’. This will help you identify it later.

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2. Connecting WooCommerce to Pabbly Connect

In this section, we will connect your WooCommerce account to Pabbly Connect. Start by selecting WooCommerce as your trigger application. You will then be prompted to choose the specific trigger event, which in this case is ‘New Customer Created’. This event will trigger the integration every time a new customer is added to your WooCommerce store.

• Choose ‘New Customer Created’ as the trigger event.
• Connect your WooCommerce account by entering the necessary API credentials.
• Test the connection to ensure everything is set up correctly.

After testing, you will see a confirmation that the connection was successful. This step is crucial as it allows Pabbly Connect to receive data from your WooCommerce store effectively.

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3. Inviting Customers to Circle.so Community

Now that your WooCommerce account is connected to Pabbly Connect, the next step is to invite new customers to your Circle.so community. Select Circle.so as the action application. Choose the action event as ‘Invite Member’. This action will send an invitation email to the new customer automatically.

• Select ‘Invite Member’ as the action event.
• Map the required fields such as Email, First Name, and Last Name from WooCommerce data.
• Customize the invitation message if needed.

Once you have mapped all necessary fields, you can test this action to ensure the invitation is sent successfully. This automation helps streamline the onboarding process for new customers.

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4. Finalizing the Integration Workflow

After successfully testing the invitation process, it’s time to finalize your workflow in Pabbly Connect. Click on the ‘Save’ button to ensure all your settings are stored. You can also enable the workflow to run automatically whenever a new customer is created in WooCommerce.

Additionally, you can set up notifications or alerts for each successful invitation sent to keep track of your community growth. This feature enhances your management capabilities within Circle.so by ensuring you never miss a new member.

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5. Conclusion

Integrating WooCommerce with Circle.so using Pabbly Connect is a straightforward process that automates adding new customers to your community. By following these steps, you can efficiently manage customer invitations and enhance your community engagement.

With this integration, every new WooCommerce customer will automatically receive an invitation to join your Circle.so community, making your workflow seamless and efficient.

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Learn how to seamlessly integrate Google Calendar events with GoToMeeting using Pabbly Connect. Follow our detailed tutorial for step-by-step guidance. 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. Setting Up Pabbly Connect for Google Calendar and GoToMeeting Integration

To begin the integration of Google Calendar events with GoToMeeting, you need to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. First, log in to your Pabbly Connect account. If you don’t have one, you can create a free account that offers 100 automation tasks monthly.

Once logged in, you will be directed to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Add Google Calendar Events as Meetings in GoToMeeting,’ and click the ‘Create’ button. This sets the stage for your automation process.

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2. Choosing Google Calendar as the Trigger App in Pabbly Connect

In this step, you will configure the trigger for your workflow. Select ‘Google Calendar’ as the trigger application from the options provided in Pabbly Connect. The trigger event will be set to ‘New Event,’ which activates the workflow whenever a new event is created in Google Calendar.

• Search for ‘Google Calendar’ in the app selection.
• Select the trigger event as ‘New Event’.
• Connect your Google Calendar by clicking ‘Connect’ and follow the prompts.

After connecting, select the specific calendar you want to monitor for new events. Click on ‘Save and Send Test Request’ to fetch details of the most recent event created in your Google Calendar.

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3. Formatting Date and Time for GoToMeeting

Once you have the event details, the next step is to format the date and time correctly for GoToMeeting. Use the Date Time Formatter feature in Pabbly Connect to convert the time received from Google Calendar into UTC format, which is required by GoToMeeting.

• Select the Date Time Formatter from the action options.
• Choose ‘Format Date with Time Zone’ as the action event.
• Map the start date and time received from the previous step.

Repeat the process for the end date and time to ensure both are formatted in UTC. This step is crucial for the accurate scheduling of meetings in GoToMeeting.

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4. Creating a Meeting in GoToMeeting Using Pabbly Connect

Now that you have the formatted start and end times, it’s time to create the meeting in GoToMeeting. In Pabbly Connect, add a new action step and select ‘GoToMeeting’ as the application.

Choose ‘Create Meeting’ as the action event. Connect your GoToMeeting account. Map the subject, start time, and end time using the data fetched earlier.

Finally, click on ‘Save and Send Test Request’ to create the meeting. If successful, you will see the newly created meeting in your GoToMeeting account, reflecting the details from the Google Calendar event.

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5. Recap and Benefits of Using Pabbly Connect for Automation

To recap, we have successfully set up an automation workflow that connects Google Calendar events with GoToMeeting using Pabbly Connect. By following these steps, you can automate the process of creating meetings without manual intervention.

This integration offers several benefits, including:

Elimination of manual scheduling tasks. Real-time updates for meetings based on calendar events. Increased productivity and time-saving.

With this setup, every time you create an event in Google Calendar, a corresponding meeting will automatically be scheduled in GoToMeeting, streamlining your workflow significantly.

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Conclusion

Integrating Google Calendar events with GoToMeeting using Pabbly Connect simplifies scheduling and enhances productivity. By automating this process, you can ensure that all your meetings are organized efficiently without manual effort. Start using Pabbly Connect today to streamline your workflow!

Learn how to send new job alerts to candidates via SMS by integrating Recruitee and Twilio using Pabbly Connect. Follow this step-by-step tutorial! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration of Recruitee and Twilio, you first need to access Pabbly Connect. Navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser’s address bar. If you don’t have an account, signing up is free and provides you with 100 free tasks each month.

Once on the Pabbly Connect dashboard, you can log in with your credentials. After logging in, click on the ‘Create Workflow’ button to start a new automation. Name your workflow something like ‘Recruitee to Twilio’ to reflect the integration you are about to set up.

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2. Setting Up Trigger in Pabbly Connect

The first step in this integration is to set up a trigger in Pabbly Connect. Select the ‘Recruitee’ application as your trigger app and choose the event ‘Job is Published’. This action will initiate the workflow whenever a new job is published in Recruitee.

After selecting the trigger, you will receive a webhook URL. This URL is essential as it connects your Recruitee account with Pabbly Connect. Follow these steps to set up the webhook:

• Log in to your Recruitee account.
• Go to Settings > Apps and Plugins > Webhooks.
• Create a new webhook, paste the copied URL, and select ‘Job Published’ as the event.

Once you have set this up, click on ‘Verify and Create’ to finalize the webhook connection. Your Pabbly Connect account is now linked with your Recruitee account, and you are ready for the next step.

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3. Filtering Job Alerts in Pabbly Connect

With the trigger set, it’s time to filter the job alerts. This step ensures that only relevant candidates receive SMS notifications about job postings. In Pabbly Connect, add a filter step after the trigger. You will want to filter based on the job department, ensuring that only candidates interested in the specific job type receive alerts.

Set the filter condition to match the department of the job being published, such as ‘Development’. This way, only candidates who have applied for jobs in this department will be notified. Once you set the filter, test it to ensure it works correctly.

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4. Fetching Candidate Data from Google Sheets

Next, you will use Pabbly Connect to fetch candidate data from Google Sheets. This is crucial as the SMS alerts will be sent to candidates whose information is stored in the sheet. Select ‘Google Sheets’ as the next action app and choose the action event ‘Get Row’.

Connect your Google Sheets account to Pabbly Connect and select the appropriate spreadsheet that contains the candidates’ information. Specify the range of rows to fetch, ensuring it includes all necessary data like names and phone numbers. Once the setup is complete, test this step to confirm that the correct candidate information is retrieved.

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5. Sending SMS via Twilio

Finally, it’s time to send SMS alerts using Twilio through Pabbly Connect. Choose Twilio as the action app and select the action event ‘Send SMS’. Connect your Twilio account by entering your Account SID and Auth Token, which you can find in your Twilio dashboard.

In the SMS body, craft a message using the candidate’s name and job details. Map the fields from the Google Sheets data to personalize the message. For example, your SMS could read: ‘Hello [Candidate Name], we have a new opening for [Job Title] in our [Department] department. Please apply!’ After setting this up, test the SMS action to ensure that the alerts are sent correctly to candidates’ mobile numbers.

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Conclusion

By following this tutorial, you can efficiently send new job alerts to candidates via SMS using Pabbly Connect. This integration streamlines the hiring process and ensures candidates are promptly notified about job openings, improving your recruitment efforts.

Learn how to send mass GIFs from Google Sheets to WhatsApp using Pabbly Connect with this detailed tutorial, including step-by-step instructions and tips. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To begin sending mass GIFs from Google Sheets to WhatsApp, first, you need to set up Pabbly Connect. This platform serves as the central hub for your automation tasks. Start by logging into your Pabbly Connect account and creating a new workflow.

Once inside, click on the ‘Create Workflow’ button. Name your workflow appropriately, for example, ‘Send Mass GIFs to WhatsApp’. This naming will help you identify your workflow easily later on.

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2. Configuring Google Sheets in Pabbly Connect

Next, you will integrate Google Sheets with Pabbly Connect. Select Google Sheets as your trigger application. You will need to authorize Pabbly Connect to access your Google Sheets account.

• Choose the specific Google Sheet that contains your GIF URLs.
• Select the worksheet where your data is located.
• Map the columns that contain the contact numbers and GIF URLs.

After mapping the columns, test the trigger to ensure that Pabbly Connect can retrieve data correctly from your Google Sheets. This step is crucial for the automation to function seamlessly.

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3. Integrating WhatsApp with Pabbly Connect

Now that Google Sheets is set up, it’s time to integrate WhatsApp using Pabbly Connect. Select WhatsApp as the next application in your workflow. You’ll need to authorize your WhatsApp account to allow Pabbly Connect to send messages.

To proceed, you will create a template message that includes the GIF URL from your Google Sheets. Make sure your message is set up correctly to include dynamic fields from your previous step.

• Insert the contact number field mapped from Google Sheets.
• Add the GIF URL to the message body.

After setting up the message template, test the integration to confirm that messages can be sent to WhatsApp successfully. This step verifies that your automation is functioning as planned.

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4. Sending Mass GIFs to WhatsApp Contacts

With both integrations set up, you can now send mass GIFs from Google Sheets to WhatsApp using Pabbly Connect. Start the workflow to send messages to all contacts listed in your Google Sheets.

Monitor the status of each message sent through Pabbly Connect. You can view logs and see if any messages fail to send. This feature helps you troubleshoot issues quickly.

Make sure to keep your Google Sheets updated with the correct contact numbers and GIF URLs to ensure smooth operations. Regularly check the logs to maintain the integrity of your messaging.

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5. Conclusion

In this tutorial, you learned how to use Pabbly Connect to send mass GIFs from Google Sheets to WhatsApp effectively. By setting up the integrations correctly, you can automate your messaging tasks seamlessly.

Using Pabbly Connect not only simplifies the process but also enhances your productivity by allowing you to send messages in bulk without manual effort. Start automating your workflows today!

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Learn how to send job alerts to candidates on WhatsApp using Pabbly Connect, Recruitee, and Google Sheets in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process for sending job alerts to candidates via WhatsApp, you first need to access Pabbly Connect. Simply navigate to the Pabbly website and select Pabbly Connect from the options available.

Once on the Pabbly Connect page, you can either sign in if you already have an account or sign up for a new account, which is free and comes with 100 free tasks each month. After logging in, you will be directed to your dashboard where you can create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to connect Recruitee with WhatsApp using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow something descriptive, like ‘Recruitee to WhatsApp’.

• Select the trigger app as Recruitee.
• Choose the trigger event as ‘Job is Published’.
• Copy the provided webhook URL to connect Recruitee with Pabbly Connect.

After setting the trigger, you will configure your Recruitee account. Log in to Recruitee, go to the settings, and add a new webhook under the Apps and Plugins section. Paste the copied webhook URL and select the message type as ‘Job Published’ to complete the connection.

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3. Publishing a Job in Recruitee

Now that you have set up your workflow in Pabbly Connect, it’s time to publish a job in Recruitee. Go to the Jobs section in Recruitee and click on ‘New Job’. Fill out the job details, including the title, department, and description.

Once you have entered the job details, click on ‘Publish Job’. This action will trigger the webhook you set up earlier in Pabbly Connect. You should see a response in Pabbly Connect indicating that a new job has been successfully published.

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4. Setting Up Filter Conditions

In order to send WhatsApp messages only to candidates interested in a specific job type, you will use the filtering feature in Pabbly Connect. This ensures that only relevant job alerts are sent to candidates.

• Select the filter option in Pabbly Connect.
• Set the filter condition to match the department of the job published.
• Save the filter settings to proceed.

This filter will ensure that only candidates who applied for the relevant job type will receive WhatsApp notifications. After setting up the filter, you can proceed to the next step in your workflow.

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5. Sending WhatsApp Messages to Candidates

For the final step, you will send a WhatsApp message to candidates using Pabbly Connect. Choose the WhatsApp app and select the action event as ‘Send Template Message’. Connect your WhatsApp account by entering the required API key and domain from your WhatsApp provider.

Next, select the message template you created for job alerts. Make sure to map the necessary fields such as the candidate’s name and job details into the message template. Once everything is set up, click on ‘Save and Send Test Request’ to send a test message to ensure everything works correctly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending job alerts to candidates via WhatsApp. By integrating Recruitee and WhatsApp, you can streamline your hiring process and keep candidates informed about new job opportunities.

Utilizing Pabbly Connect not only enhances your recruitment efforts but also ensures timely communication with potential candidates. Start using Pabbly Connect today to simplify your recruitment workflows!

Learn how to integrate Mautic with WhatsApp using Pabbly Connect to automatically send messages on form submissions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages on Mautic form submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website. You can either sign in if you already have an account or sign up for free, which includes 100 free tasks each month to practice your workflows.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Mautic to WhatsApp’, to identify its purpose easily. This is the first step in setting up the integration.

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2. Setting Up the Trigger in Pabbly Connect

In the Pabbly Connect dashboard, you will see two main sections: Trigger and Action. The Trigger section is where the automation starts. Select ‘Mautic’ as the application for the trigger event. Choose ‘New Form Entry’ to capture new submissions from your Mautic forms.

• Select Mautic as the trigger application.
• Choose the event ‘New Form Entry’.
• Copy the provided webhook URL.

After copying the webhook URL, head over to your Mautic account. Open the settings menu and navigate to ‘Webhooks’. Here, create a new webhook by pasting the copied URL and selecting the ‘Form Submit’ event. This connects your Mautic forms to Pabbly Connect.

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3. Capturing Form Data in Pabbly Connect

With the webhook set up, the next step is to capture the data submitted through the Mautic form. Fill out the Mautic form with sample data, including fields like first name, last name, email, and mobile number. Once the form is submitted, Pabbly Connect will receive the webhook response.

The response will include all the details filled in the form. You can view this data in the Pabbly Connect dashboard to ensure that the integration is working correctly. This step is crucial as it confirms that the data from Mautic is being transferred to Pabbly Connect.

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4. Setting Up the Action to Send WhatsApp Messages

Now that you have the form data captured, it’s time to set up the action that will send WhatsApp messages. In the Action section of Pabbly Connect, select ‘WhatsApp by 360 Dialog’ as the application. Choose the action event ‘Send Template Message’ to configure the message that will be sent.

• Select WhatsApp by 360 Dialog for the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account by entering the required API key and domain.

Once connected, you can create a message template that includes personalized fields like the recipient’s name and company. This allows you to send a customized WhatsApp message to users who submit the Mautic form.

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5. Testing the Integration

After setting up the action to send WhatsApp messages, it’s essential to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will trigger the action and send a test message to the WhatsApp number provided in the form.

Upon successful execution, you will receive a confirmation in Pabbly Connect that the message has been sent. Check your WhatsApp for the test message to verify that everything is functioning as intended. This testing step ensures that your Mautic form submissions successfully trigger WhatsApp messages through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages automatically upon Mautic form submissions. By integrating these platforms, you can enhance your communication strategy and provide instant responses to your users. This automation is not only efficient but also greatly improves user engagement.

Learn how to automate the process of saving Sendinblue contact details to Google Sheets using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Overview of Pabbly Connect for Integration

Pabbly Connect is an automation platform that allows users to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to save Sendinblue contact details directly into Google Sheets. This integration automates the process of transferring contact information, making it efficient and error-free.

To get started, navigate to the Pabbly Connect website and create an account. Once logged in, you can access the dashboard, where you will set up the workflow for this integration.

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2. Creating a Workflow in Pabbly Connect

To create the workflow, click on the plus sign and select ‘Create Workflow.’ Name your workflow, for example, ‘Save Sendinblue Contact Details to Google Sheets.’ This will help you identify the integration later. Once named, click on the ‘Create’ button.

• Choose the trigger application as Sendinblue.
• Select the trigger event as ‘New Contact Added to a List.’
• Copy the webhook URL provided by Pabbly Connect.

Next, follow the instructions to set up the webhook in your Sendinblue account. This involves logging into Sendinblue, navigating to the settings, and adding a new webhook with the URL you copied. Make sure to select the option for when a contact is added to a list.

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3. Capturing Contact Details from Sendinblue

After setting up the webhook, return to Pabbly Connect. You will see that it is waiting for a response. To capture the contact details, add a new contact in your Sendinblue account. Fill in the required fields such as email, first name, last name, and mobile number, and select a list to add the contact to.

Once the contact is added, Pabbly Connect will capture the response. You will see the email address and other details like the list ID and created date. However, to retrieve additional contact details, you need to set up another action step.

• Select Sendinblue again as the action application.
• Choose the action event ‘Get Contact Information.’
• Connect using the existing connection.

This step allows you to retrieve the complete contact details, which you will then map to Google Sheets in the next section.

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4. Adding Contact Details to Google Sheets

Now that you have the contact details, it’s time to send this information to Google Sheets. In Pabbly Connect, add another action step and select Google Sheets as the application. Choose the action event ‘Add New Row’.

Connect your Google account and select the specific spreadsheet and sheet where you want the contact details to be stored. Map the fields such as first name, last name, email address, mobile number, and the list name to the respective columns in Google Sheets.

Map the first name and last name from the retrieved contact information. Include the email address and mobile number. Add the list name using the lookup table feature in Pabbly Connect.

Once all fields are mapped, click on ‘Save and Send Test Request’ to ensure the data is correctly sent to Google Sheets. Check your Google Sheets to confirm that the contact details have been added successfully.

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5. Testing the Integration in Real-Time

After setting up your workflow, it’s essential to test the integration to ensure it works as intended. Go back to your Sendinblue account and add another new contact. Fill out the details just like before, ensuring it’s added to the same list.

Once the contact is saved, check your Google Sheets again. You should see the new contact details populated automatically. This confirms that the integration between Sendinblue and Google Sheets via Pabbly Connect is functioning correctly.

If everything looks good, remember to save your workflow in Pabbly Connect. This way, you can automate the process of saving contact details to Google Sheets every time a new contact is added in Sendinblue.

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Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to automate the saving of Sendinblue contact details to Google Sheets. By following these steps, you can streamline your contact management process, ensuring that all new contacts are automatically recorded in your Google Sheets.

With Pabbly Connect, you can integrate multiple applications and enhance your workflow efficiency without any coding skills. Start automating today to save time and reduce errors!