Author: Rajpal Tomar

Learn how to automate job offer letters using Pabbly Connect, Google Sheets, and Google Chat. Step-by-step guide for seamless integration. 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 Automation

To start automating job offer letters, first access Pabbly Connect by visiting the official website. Here, you can sign in if you already have an account or create a new account for free, which provides 100 free tasks each month.

Once logged in, navigate to the dashboard where you can find all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Create and Send Job Offer Letters Automatically’ and select the appropriate folder for organization.

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2. Setting Up the Trigger in Google Sheets

In this step, you will set Google Sheets as the trigger application in your Pabbly Connect workflow. Select Google Sheets and choose ‘New or Updated Spreadsheet Row’ as the trigger event. This will activate the workflow whenever a new row is added to your spreadsheet.

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

Paste this URL into your Google Sheets add-on settings under the Pabbly Connect Webhooks option. This will allow data to flow from Google Sheets to Pabbly Connect whenever a new candidate’s details are added.

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3. Creating Job Offer Letter in Google Docs

After setting up the trigger, the next step is to create the job offer letter in Google Docs using Pabbly Connect. Add Google Docs as the action application and select ‘Create Document from Template’ as the action event. This action will generate the offer letter based on your predefined template.

Map the necessary fields from the Google Sheets data, such as candidate name, designation, and compensation details. This mapping ensures that each job offer letter is personalized for each candidate.

• Select Google Docs as the action application.
• Choose ‘Create Document from Template’ as the action event.
• Map candidate details to the corresponding fields in the template.

Once the document is created, you will receive a confirmation along with the document ID, indicating that the job offer letter has been successfully generated in Google Docs.

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4. Sharing the Offer Letter on Google Chat

With the job offer letter created, the next step is to share it with the HR team via Google Chat. In this step, you will add Google Drive as another action application in Pabbly Connect. Select the action event ‘Share File with Anyone’ to generate a shareable link for the PDF version of the job offer letter.

Map the document ID from the previous step to ensure that the correct file is shared. After obtaining the shareable link, the final action will be to send this link via Google Chat to your HR team.

Select Google Drive as the action application. Choose ‘Share File with Anyone’ as the action event. Map the document ID to generate a shareable PDF link.

Finally, add Google Chat as the last action application in Pabbly Connect and select ‘Create Message’ to send the job offer letter link along with a message to your HR team.

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5. Testing and Finalizing the Workflow

Now that the workflow is set up, it’s time to test the entire process. Add a new candidate’s details to your Google Sheets, ensuring the status is set to ‘Send’. This will trigger the workflow in Pabbly Connect, creating the job offer letter and sharing it in Google Chat.

Upon testing, you should see the job offer letter generated in Google Docs and a message sent to the HR team on Google Chat with the link to the document. This confirms that the integration works seamlessly and automates the entire process efficiently.

Make sure to monitor the workflow for any errors and adjust the settings as necessary. This automation not only saves time but also ensures consistency in sending out job offer letters.

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Conclusion

Using Pabbly Connect, you can automate the creation and sharing of job offer letters effortlessly. This integration with Google Sheets and Google Chat streamlines your HR processes, saving time and ensuring accuracy.

Learn how to automate the creation of Google Drive folders for completed DocuSign documents using Pabbly Connect. Step-by-step tutorial included. 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 Integration

To create a Google Drive folder for a completed DocuSign document, you will first need to access Pabbly Connect. This platform allows you to automate workflows without coding. Start by visiting the Pabbly Connect website and signing up for a free account if you don’t have one.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. Here, you can create new workflows that will connect DocuSign and Google Drive easily. This is the first step in setting up your automation process.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Create Google Drive Folder for DocuSign Document Completion’. Select the folder where you want to save this workflow.

• Click on ‘Create’ to finalize the workflow name and folder selection.
• You will see two main boxes: Trigger and Action.
• Set the Trigger application to DocuSign and Action application to Google Drive.

This sets up the foundation for your automation, enabling the connection between DocuSign and Google Drive through Pabbly Connect.

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3. Setting Up the Trigger with DocuSign

The next step is to configure the Trigger in your Pabbly Connect workflow. Select DocuSign as your Trigger application and choose the event as ‘Webhook’. This will allow you to capture the event when a document is signed.

Follow the instructions to copy the provided webhook URL. Then, navigate to your DocuSign account settings, scroll down to the integration section, and click on ‘Add Configuration’.

• Set the status to active and name your configuration.
• Paste the webhook URL from Pabbly Connect into the URL field.
• Select the trigger event as ‘Envelope Signed or Completed’.

By completing these steps, you ensure that every time a document is signed in DocuSign, it triggers the workflow in Pabbly Connect.

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4. Configuring Google Drive Action in Pabbly Connect

After setting up the trigger, you will now configure the action using Google Drive within Pabbly Connect. Select Google Drive as your Action application and choose the event ‘Create File or Folder’.

Connect your Google Drive account by clicking on ‘Connect’ and allowing access. Once connected, you will need to specify the type as ‘Folder’ and give it a name based on the signer’s name received from the DocuSign Trigger.

Use mapping to dynamically insert the signer’s name into the folder name. Click ‘Save and Send Test Request’ to verify the setup.

This action will create a new folder in your Google Drive automatically whenever a document is signed, demonstrating the power of Pabbly Connect in automating your workflows.

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5. Copying a File to the Newly Created Folder

To complete the automation process, you will need to set up another action in Pabbly Connect to copy a specific file into the newly created folder. Select Google Drive again as your Action application and choose ‘Copy a File’ as the action event.

Map the file ID of the document you want to copy and specify the destination folder, which will be the one created in the previous step. This allows you to dynamically place the file in the correct location every time a document is signed.

Ensure that you map both the file ID and the new folder location correctly. Click ‘Save and Send Test Request’ to finalize the process.

By following these steps, you will ensure that every signed document is not only creating a folder but also copying necessary files into that folder, showcasing the seamless integration capabilities of Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the creation of Google Drive folders for completed DocuSign documents using Pabbly Connect. By setting up triggers and actions, you can streamline your document management process effectively. Implementing this integration allows for efficient organization and storage of signed documents, enhancing productivity.

Learn how to seamlessly integrate Facebook leads with Google Sheets for your performance marketing agency using Pabbly Connect. Follow this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Google Sheets, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will be directed to the dashboard. Here, you can select the Pabbly Connect application from the available options. Click on the ‘Access’ button to proceed with your automation setup.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow for your automation. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.

• Name your workflow (e.g., ‘Peak Pulse Marketing Facebook Lead Ads to Google Sheets’).
• Select a folder to save your workflow, such as ‘Facebook Lead to Google Sheets Automation’.

Once you have named your workflow and selected the appropriate folder, click on the ‘Create’ button. This will establish the framework for your automation process.

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3. Setting Up the Trigger with Facebook Lead Ads

The next step involves setting up the trigger application, which in this case is Facebook Lead Ads. Click on the arrow next to the trigger section to choose your trigger application. Select ‘Facebook Lead Ads’ from the list.

After selecting the application, you will need to choose a trigger event. Select ‘New Lead’ as the trigger event, which captures any new leads generated through your Facebook ads. Click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect.

• Click on ‘Add New Connection’ to authorize the connection.
• Select your Facebook page and the lead generation form you want to use.

After setting up the trigger, you can proceed to test it by generating a test lead to ensure everything is functioning correctly.

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4. Setting Up Action to Add Leads to Google Sheets

Now that the trigger is set up, you need to define the action application, which will be Google Sheets. Click on the arrow in the action section and select ‘Google Sheets’ as your action application.

For the action event, choose ‘Add New Row’. This means that every time a new lead is captured, Pabbly Connect will automatically add the lead’s details to a new row in your specified Google Sheet. Click on ‘Connect’ to link Google Sheets with Pabbly Connect.

Authorize Google Sheets by signing in and granting permissions. Select the spreadsheet and sheet where you want to store the lead data.

Map the fields from the lead data (first name, last name, email, phone number) to the corresponding columns in your Google Sheet. This mapping ensures that the correct information is transferred every time a new lead is generated.

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5. Testing the Integration and Finalizing

To test the integration, generate a test lead using the Meta for Developers tool. Fill in the required fields and submit the form. Once you submit, go back to Pabbly Connect to check if the lead data has been captured successfully.

After confirming that the lead data appears in Pabbly Connect, check your Google Sheet to see if the new row with the lead’s details has been added. This confirms that the integration is working as intended.

Repeat the test to ensure that multiple leads can be captured and added to Google Sheets. Ensure that all data is accurately reflected in the Google Sheet.

With this setup, you have successfully integrated Facebook Lead Ads with Google Sheets using Pabbly Connect. This automation saves time and ensures you never miss a lead.

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Conclusion

In conclusion, integrating Facebook leads with Google Sheets using Pabbly Connect streamlines your lead management process. This tutorial demonstrated how to automate the transfer of lead data, enhancing efficiency for your performance marketing agency.

Learn how to personalize your onboarding emails using Pabbly Connect by integrating Google Sheets and Gmail for automated email sending. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Email Personalization

To start personalizing your onboarding emails using Pabbly Connect, first, navigate to the Pabbly Connect homepage. You can access it by typing the URL into your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect. For existing users, simply click on ‘Sign In’ to access your dashboard.

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2. Creating a Workflow to Automate Emails

Once you are logged into Pabbly Connect, head over to the dashboard. Here, you can see all your existing workflows. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear asking you to name your workflow.

For this automation, name your workflow ‘Personalize Your Onboarding Emails using Pabbly Connect’ and select the folder where you want to save it. After clicking ‘Create’, you will see two windows for setting up the trigger and action.

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

By following these steps, you can successfully set up the initial part of your workflow.

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3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, open your Google Sheets document. Navigate to ‘Extensions’ and select ‘Add-ons’. From there, click on ‘Get Add-ons’ to access the Google Workspace Marketplace.

Search for the ‘Pabbly Connect Webhook’ add-on and install it. Once installed, refresh your spreadsheet to see the Pabbly Connect options under ‘Extensions’. For the initial setup, go to ‘Pabbly Connect Webhooks’ and enter the webhook URL you previously copied.

• Set the trigger column to the final data column (e.g., Column E).
• Click on the ‘Send Test’ button to verify the setup.

Once the test is successful, submit the initial setup to complete the connection between Google Sheets and Pabbly Connect.

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4. Setting Up Gmail for Sending Emails

After successfully connecting Google Sheets to Pabbly Connect, the next step is to set up Gmail for sending personalized emails. In the action application section, select Gmail and choose the action event as ‘Send Email’.

Click on ‘Connect’ and choose the existing connection to your Gmail account. If you need to create a new connection, click on ‘Add New Connection’ and follow the prompts. Once connected, you will need to fill in the recipient email address with the mapped data from the Google Sheets response.

Enter the sender’s name (e.g., Michael Caris) and the subject line (e.g., Welcome to Gamers Junction). Compose the email body and map the customer’s name for personalization.

After entering all details, click ‘Save and Send Test Request’ to verify that the email is sent successfully.

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5. Testing Your Email Automation Workflow

To ensure your workflow is functioning correctly, add a new row in your Google Sheets with the customer’s details. This will trigger the automation set up in Pabbly Connect. Check the email address to confirm that the onboarding email has been sent.

For example, if you add a new customer named ‘Demo Customer’ and specify a sender like ‘Gary Monro’, the email should reflect these changes. The subject line will remain static as ‘Welcome to Gamers Junction’ while the body will personalize the greeting.

Verify that the email contains all mapped details correctly. Make sure the email format is as intended and all links work properly.

Once confirmed, your workflow is now fully operational, allowing you to send personalized onboarding emails automatically through Pabbly Connect.

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Conclusion

Using Pabbly Connect, you can easily automate the process of sending personalized onboarding emails. By integrating Google Sheets and Gmail, you streamline customer communication effectively.

Learn how to automate the generation of transfer letters using Google Sheets and Google Docs with Pabbly Connect. Follow our step-by-step tutorial. 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.

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1. Accessing Pabbly Connect for Automation

To generate a transfer letter using Google Sheets and Google Docs, you first need to access Pabbly Connect. This platform is essential for automating the process of letter generation by integrating different applications seamlessly.

Start by visiting the Pabbly Connect website and signing in or creating a new account. Once logged in, navigate to the dashboard where you can create your workflow. This is where you will set up the integration between Google Sheets and Google Docs.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to automate the transfer letter generation. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Generate Transfer Letter’.

• Select the folder where you want to save your workflow.
• Set the trigger application as Google Sheets.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

After setting up the trigger, you will connect Google Sheets to Pabbly Connect by copying the webhook URL provided. This URL will allow data from your Google Sheets to flow into Pabbly Connect whenever a new row is added.

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3. Setting Up Google Sheets for Employee Details

Next, you will set up your Google Sheets to hold the employee details necessary for generating the transfer letter. Make sure your sheet includes fields such as employee name, email, phone number, and transfer details. using Pabbly Connect

Go to your Google Sheets, click on ‘Extensions’, and select ‘Pabbly Connect Webhook’ to configure the connection. Paste the webhook URL you copied earlier and specify the trigger column, which is typically the last column where data will be entered.

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4. Integrating Google Docs with Pabbly Connect

Now it’s time to set up the action application in your workflow, which will be Google Docs. This is where the actual transfer letter will be created using a predefined template.

Select Google Docs as the action application and choose the action event as ‘Create Document from Template’. Connect your Google Docs account to Pabbly Connect and select the transfer letter template you created earlier. Fill in the required fields by mapping the data from Google Sheets, ensuring all employee details are included.

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5. Making the Transfer Letter Sharable via Google Drive

After generating the transfer letter, the next step is to make it sharable. You will add another action step in Pabbly Connect using Google Drive.

Select Google Drive as the action application and choose the action event ‘Share a File with Anyone’. Connect your Google Drive account and dynamically map the file ID of the newly created document. This will allow anyone with the link to access the transfer letter.

Finally, save your workflow in Pabbly Connect and test it by adding a new employee detail in Google Sheets. A transfer letter will automatically be generated and shared via Google Drive.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the generation of transfer letters using Google Sheets and Google Docs. By following these steps, you can streamline your HR processes efficiently.

Learn how to seamlessly add IndiaMART leads to ERPNext CRM using Pabbly Connect. This step-by-step guide covers automation and API 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. Setting Up Pabbly Connect for IndiaMART and ERPNext CRM Integration

To start adding IndiaMART leads to ERPNext CRM, the first step is to set up Pabbly Connect. Begin by signing up for a free account on Pabbly Connect and accessing the dashboard. This platform will facilitate the automation process between IndiaMART and ERPNext CRM.

Once you’re on the Pabbly Connect dashboard, create a new workflow. Click on the ‘Create Workflow’ button, name it (for example, ‘IndiaMART to ERPNext’), and select the appropriate folder. This workflow will serve as the bridge between IndiaMART and ERPNext CRM, allowing you to automate lead management.

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2. Setting Up the Trigger for IndiaMART Leads

Next, set up the trigger in Pabbly Connect to capture new leads from IndiaMART. In the workflow, select IndiaMART as the app in the trigger window. Choose the trigger event ‘New Leads’ to specify that the workflow should activate whenever a new lead is generated.

• Select IndiaMART in the ‘Choose App’ section.
• Pick ‘New Leads’ as the trigger event.
• Connect your IndiaMART account using the CRM API key.

To obtain the CRM API key, log into your IndiaMART account, navigate to settings, and find the API key under the ‘CRM API’ section. Once you paste this key into Pabbly Connect, click on ‘Save’ and then ‘Send Test Request’ to ensure the connection is successful and receive the latest lead details.

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3. Setting Up the Action to Add Leads to ERPNext CRM

After successfully setting up the trigger, the next step is to configure the action that will add the lead information to ERPNext CRM using Pabbly Connect. In the action window, select ERPNext CRM as the app and choose the action event ‘Add Lead’.

To connect your ERPNext account, you will need your base URL, app client ID, and client secret. These can be found in the integration settings of your ERPNext account. Once you have entered these details into Pabbly Connect, click on ‘Save’ and allow permissions for the connection.

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4. Mapping Lead Details from IndiaMART to ERPNext CRM

With the connection established, you can now map the lead details from IndiaMART to ERPNext CRM. In the action step, you will need to input the first name, last name, email, and mobile number of the lead. Use the mapping feature in Pabbly Connect to select the corresponding fields from the IndiaMART lead response.

• Map the first name and last name from the full name received.
• Input the email and mobile number from the lead response.
• Select the lead status as ‘Lead’.

After mapping all relevant fields, click on ‘Save and Send Test Request’. This action will send the lead information to ERPNext CRM, confirming that the integration is functioning as intended. You can verify this by checking the leads section in your ERPNext CRM.

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5. Polling Interval and Conclusion

After setting up the automation, it’s important to understand the polling interval of Pabbly Connect. The platform checks for new leads from IndiaMART every 24 hours by default. However, if you require more frequent updates, you can contact the Pabbly Connect support team to reduce this interval to every 10 minutes.

In conclusion, using Pabbly Connect to integrate IndiaMART leads into ERPNext CRM streamlines your lead management process. This automation ensures that every new lead is captured efficiently, allowing you to focus on converting leads into customers. Follow these steps to set up your automation and enhance your CRM capabilities.

Conclusion

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

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Learn how to send automated SMS notifications using Pabbly Connect with Jotform submissions. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Setting Up Pabbly Connect for Jotform Integration

To automate SMS notifications using Pabbly Connect, first, access your Pabbly Connect dashboard. This platform is essential for integrating various applications like Jotform and Dove Soft SMS. Start by signing up for a free account if you haven’t already. using Pabbly Connect

Once logged in, click on ‘Create Workflow’ to initiate the automation process. Name your workflow, for instance, ‘Jotform to Dove Soft SMS’. Choose the appropriate folder in your Pabbly Connect account and click ‘Create’ to proceed.

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2. Configuring Jotform as the Trigger in Pabbly Connect

In this step, you will set Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications in the trigger window. This setup allows Pabbly Connect to monitor new submissions. using Pabbly Connect

• Choose the trigger event as ‘New Response’.
• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your Jotform settings and add the webhook URL under Integrations.

After completing these steps, every new submission in Jotform will trigger the automation in Pabbly Connect, enabling SMS notifications to be sent automatically.

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3. Testing Jotform Submission to Trigger SMS

Now that you’ve set up the trigger, it’s time to test the integration. Go to your Jotform and submit a test entry. Include the necessary details such as name, phone number, and feedback. using Pabbly Connect

After submitting the form, return to Pabbly Connect. You should see the details of the new submission reflected in the trigger step. This confirms that Pabbly Connect is correctly receiving data from Jotform.

• Ensure the name and phone number fields are correctly populated.
• Verify that Pabbly Connect shows the new response in the workflow.

Once you confirm that the data is being received, you can move on to the next step of sending the SMS notification.

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4. Sending SMS Using Dove Soft via Pabbly Connect

In this section, you will configure Dove Soft SMS as the action application in Pabbly Connect. Search for Dove Soft SMS in the action step and select it. This integration is crucial for sending automated SMS notifications to users. using Pabbly Connect

Choose the action event as ‘Send SMS’. Connect your Dove Soft account by entering your username and API key. You can find these details in your Dove Soft account under the API section.

Set the SMS body to include a personalized message. Map the phone number from Jotform responses to the SMS action. Specify the SMS type, such as transactional or promotional.

After configuring these settings, click ‘Save and Send Test Request’. This will send a test SMS to verify that everything is working correctly.

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5. Conclusion: Automate Your SMS Notifications with Pabbly Connect

In conclusion, using Pabbly Connect allows you to seamlessly automate SMS notifications based on new Jotform submissions. By following the steps outlined above, you can ensure that users receive timely SMS alerts after submitting their feedback.

This integration not only enhances user experience but also streamlines communication. Start using Pabbly Connect today to leverage the power of automation for your Jotform submissions.

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Learn how to use Pabbly Connect to automate sending DocuSign documents for signature upon Jotform submissions. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by signing in as an existing user or creating a new account. This platform allows you to integrate applications seamlessly, making it the perfect choice for automating document submissions.

Once logged in, navigate to the dashboard where you can create a new workflow. This step is crucial as it sets the foundation for connecting Jotform and DocuSign through Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate a new workflow. Name your workflow something descriptive, such as ‘Send DocuSign Document for Signature on Jotform Submission’. This helps keep your integrations organized.

• Click on the ‘Create’ button to proceed.
• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.

After setting your trigger, proceed to the action step where you will select DocuSign as the action application. This setup ensures that every time a form is submitted in Jotform, a signature request is automatically initiated through DocuSign via Pabbly Connect.

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3. Establishing Connection Between Jotform and Pabbly Connect

To connect Jotform with Pabbly Connect, you need to copy the provided webhook URL from the Pabbly Connect interface. This URL acts as a bridge between the applications.

Go to your Jotform account, navigate to the settings of your form, and select the Integrations tab. Search for Webhooks and paste the copied URL into the designated field. Click on ‘Complete Integration’ to finalize the connection.

Once integrated, test the connection by submitting a sample form in Jotform. This action will trigger Pabbly Connect to capture the submission details, confirming that the integration is successful.

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4. Sending DocuSign Document for Signature

After confirming the successful connection, the next step is to send a DocuSign document for signature. In your Pabbly Connect workflow, click on ‘Connect with DocuSign’ to establish a link between DocuSign and Pabbly Connect.

• Select the template you created in DocuSign for your terms and conditions.
• Map the fields such as email subject, recipient name, and email using the response data from Jotform.
• Set the role and status of the document as needed.

Finally, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the document has been sent for signature. This confirms that your automation through Pabbly Connect is functioning as intended.

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5. Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending DocuSign documents for signature upon Jotform submissions. This integration not only saves time but also enhances the workflow efficiency of your business operations.

By following the steps outlined in this tutorial, you can ensure that every submission is handled promptly and professionally, allowing you to focus on other aspects of your business.

Learn how to seamlessly add Facebook leads to Google Sheets for your web development agency using Pabbly Connect. Follow our step-by-step guide for effective integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start adding Facebook leads to Google Sheets, you need to access Pabbly Connect. This platform is essential for automating the integration between Facebook Lead Ads and Google Sheets.

Begin by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up Free’ to create your account. Existing users can simply sign in. After logging in, you will find the dashboard where you can manage your workflows.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a workflow. This workflow will automate the process of transferring leads from Facebook to Google Sheets.

To create a workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Name it something descriptive, like ‘Facebook Leads to Google Sheets for Web Development Agencies’. After naming it, click on ‘Create’ to proceed.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the folder where you want to save it.

Your workflow is now set up, and you can proceed to define the trigger and action for this automation.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action using Pabbly Connect. The trigger will be Facebook Lead Ads, and the action will be Google Sheets.

Click on the trigger application and select ‘Facebook Lead Ads’. Choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is submitted through your Facebook lead form.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

After setting up the trigger, you will need to select the Facebook page and lead form associated with your leads. Ensure your lead form is active to receive data correctly.

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4. Testing the Connection and Mapping Data

After setting up the trigger, the next step in Pabbly Connect is to test the connection. This involves making a sample submission through your Facebook lead form.

Navigate to the Meta for Developers page to use the Lead Ads Testing Tool. Select your page and lead form to create a test lead. After submitting the test lead, return to Pabbly Connect to check if the response was received successfully.

Use the Lead Ads Testing Tool on Meta for Developers. Select your page and lead form for testing. Submit a test lead and check for successful response in Pabbly Connect.

Once you confirm that the lead data is received in Pabbly Connect, you can proceed to set up the action event with Google Sheets.

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5. Adding Leads to Google Sheets via Pabbly Connect

In this final step, you will set up Google Sheets as the action application in Pabbly Connect. Choose the action event as ‘Add New Row’. This will allow new leads to be added to your specified Google Sheet automatically.

Connect your Google Sheets account to Pabbly Connect by selecting ‘Add New Connection’. After authorization, select the spreadsheet and the specific sheet where you want to store the leads. Map the fields from the lead data to the corresponding columns in your Google Sheet.

Select ‘Add New Row’ as the action event. Map the lead data fields to the columns in Google Sheets. Test the action to ensure data is added correctly.

After testing, you should see the new lead details appear in your Google Sheet, confirming that the integration is successful.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to add Facebook leads to Google Sheets for a web development agency. This seamless integration allows for efficient lead management and data organization.

By following these steps, you can automate the process of capturing leads, enhancing your agency’s workflow and productivity.

Learn how to automate WhatsApp messages to Facebook leads for your paper and packaging service using Pabbly Connect. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to Facebook leads, you need to access Pabbly Connect. Start by signing in or creating a free account on Pabbly Connect. This automation tool allows you to connect various applications seamlessly, enabling efficient workflows.

Once logged in, navigate to the dashboard. Here, you will find all the applications offered by Pabbly. Select Pabbly Connect to begin the integration process. This platform will facilitate the connection between Facebook Lead Ads and WhatsApp.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow for automating WhatsApp messages. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. Name your workflow something descriptive, like ‘Facebook Leads to WhatsApp Automation’.

• Click on ‘Create’ to open the workflow window.
• In the workflow, select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event to capture leads immediately.

After selecting these options, click on ‘Connect’ to link your Facebook account. This connection is crucial as it allows Pabbly Connect to capture leads from Facebook Lead Ads automatically.

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3. Configuring Facebook Leads in Pabbly Connect

Once the Facebook Lead Ads account is connected, you will need to select the specific page and lead form. Choose your business page, such as ‘Package Express’, and select the lead form you wish to use. In this case, select the ‘Contact Form’.

• Click on ‘Save and Send Test Request’ to initiate the process.
• Pabbly Connect will wait for a webhook response to capture the lead data.

To test this, generate a dummy lead using the Facebook Lead Ads testing tool. Enter the necessary details and submit the form. This action will allow Pabbly Connect to capture the lead details, which is essential for the next steps in the automation process.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

Now that you have configured Facebook leads, it’s time to set up the WhatsApp Cloud API as your action application. Select WhatsApp Cloud API and choose the action event as ‘Send Templated Message’. This action will send automated messages to your leads via WhatsApp.

Click on ‘Connect’ to link your WhatsApp account. You will need to enter your WhatsApp API credentials, including the temporary access token, phone number ID, and WhatsApp business account ID. These details can be obtained from the Meta for Developers portal.

After entering the required information, click on ‘Save’. This step ensures that Pabbly Connect can send messages using your WhatsApp account. Next, select the message template you want to use. Ensure that the template is pre-approved and ready for use.

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5. Testing Your Integration with Pabbly Connect

After setting up the WhatsApp Cloud API, it’s time to test your integration. Ensure you have mapped the phone number and any dynamic fields required in your message template. This mapping allows Pabbly Connect to personalize messages for each lead.

Click on ‘Save and Send Test Request’ to send a test message. Check your WhatsApp to confirm that the message has been received.

Once you confirm that the message is successfully sent, your integration is complete. You can now automate WhatsApp messages to all new Facebook leads efficiently using Pabbly Connect. This setup will help you maintain communication with your leads effectively.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages to Facebook leads for your paper and packaging service. By following these steps, you can streamline your communication process and enhance customer engagement.