Author: Rajpal Tomar

Learn how to automate adding email data from multiple Gmail accounts to Google Sheets using Pabbly Connect. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Gmail Integration

To start using Pabbly Connect for integrating multiple Gmail accounts with Google Sheets, first, log in to your Pabbly Connect account. If you don’t have an account, you can create a free one in just a few minutes. Once logged in, you will be directed to the dashboard of Pabbly Connect.

After accessing the dashboard, click on the blue button labeled ‘Create Workflow’. Here, you will need to name your workflow, for example, ‘Send Email from Multiple Gmail Accounts to Different Google Sheets’. Select the main workflow folder and click on ‘Create’ to proceed.

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2. Setting Up Trigger and Action in Pabbly Connect

In the next step, you will see two boxes labeled Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. For this integration, you will use the Email Parser as the trigger to connect your Gmail accounts with Pabbly Connect.

• Select the Email Parser as the trigger.
• Copy the email address provided by Pabbly Connect.
• Set up email forwarding in your Gmail account to this address.

Once you’ve set up the trigger, Pabbly Connect will start waiting for responses from your Gmail accounts. This setup enables you to automatically capture incoming email data.

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3. Configuring Gmail Forwarding for Multiple Accounts

Now, you need to configure Gmail forwarding for each of your Gmail accounts. Go to the settings in your Gmail account, then click on ‘See all settings’. Navigate to the ‘Forwarding and POP/IMAP’ tab. Here, add the email address you copied from Pabbly Connect as a forwarding address.

After adding the forwarding address, Gmail will send a verification link to Pabbly Connect. You need to verify this link to complete the setup. Once verified, make sure to enable the option to forward a copy of incoming emails to Pabbly Connect, and save changes.

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4. Adding Email Data to Google Sheets via Pabbly Connect

After setting up the Gmail forwarding, the next step is to route the email data to your Google Sheets. In Pabbly Connect, you will add a Router step to define different paths for each spreadsheet based on the Gmail account.

• Create a Router step for each Gmail account.
• Set conditions based on the sender’s email address to route data correctly.
• Connect Google Sheets as the action application to store the email data.

In the Google Sheets action, select the appropriate spreadsheet and map the fields from the email data to the corresponding columns in the spreadsheet. This setup allows Pabbly Connect to automatically add email data to the correct Google Sheets based on the originating Gmail account.

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5. Testing the Integration of Gmail with Google Sheets

To ensure everything is working correctly, send a test email to each of your Gmail accounts. Check the respective Google Sheets to see if the email data is automatically populated as expected. This testing phase is crucial to confirm that Pabbly Connect is accurately capturing and routing the email data.

Once you have verified that the emails are being added to the correct spreadsheets, you can sit back and relax. The automation will continue to run in the background, capturing all incoming emails without any manual intervention required.

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Conclusion

Using Pabbly Connect, you can seamlessly automate the process of adding email data from multiple Gmail accounts to Google Sheets. This integration not only saves time but also ensures accurate data collection in real time. Start automating your email data management today!

Learn how to automate task creation in Taskade from Google Sheets 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.

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Accessing Pabbly Connect for Google Sheets and Taskade Integration

To start the integration process between Google Sheets and Taskade, you need to access Pabbly Connect. Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to automate various tasks seamlessly.

Once on the homepage, you will see options to either 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 functionalities of Pabbly Connect.

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Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to your dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow; for this integration, name it ‘Create Task from Google Sheets’.

Once you name your workflow, you can also select a folder to save it in. After selecting the folder, click on ‘Create’. You will now see options for setting up a trigger and an action. In this case, Google Sheets will be your trigger application and Taskade will be your action application.

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Setting Up the Trigger in Google Sheets

To set up the trigger in Pabbly Connect, select Google Sheets as your trigger application. Next, choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added to your Google Sheets.

• Select ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Paste the webhook URL into your Google Sheets add-on for integration.

After pasting the webhook URL, proceed to your Google Sheets and install the Pabbly Connect Webhooks add-on if you haven’t done so already. Once installed, navigate to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’. Here, paste the webhook URL and specify the trigger column before sending the test data to Pabbly Connect.

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Setting Up the Action in Taskade

Once the trigger is successfully set up, it’s time to configure the action in Pabbly Connect. Select Taskade as your action application and choose the action event ‘Create Task’. Click on ‘Connect’ to establish a connection with your Taskade account.

After connecting, you will need to provide details such as Workspace ID, Folder ID, and Project ID. These details will help in accurately creating a task in the correct location within Taskade. Ensure you map the data received from Google Sheets to the corresponding fields in Taskade.

• Select the appropriate Workspace ID and Folder ID.
• Map the task name, start date, and end date from the Google Sheets response.
• Click on ‘Save’ and then ‘Send Test Request’ to verify the setup.

Once the test request is sent, check Taskade to see if the task was created successfully. This confirms that the integration between Google Sheets and Taskade via Pabbly Connect is functioning correctly.

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Testing the Integration

Now that you have set up the trigger and action, it’s time to test the integration. Go back to your Google Sheets and add a new row with the task details. This should automatically trigger the workflow in Pabbly Connect, creating a new task in Taskade.

After adding a new row, check your Taskade account to ensure that the new task appears as expected. This live test will confirm that your integration is working flawlessly. If everything is set up correctly, the task should be created in the specified project and folder in Taskade.

By following these steps, you can easily automate the task creation process, saving you time and effort. This integration allows you to efficiently manage your tasks across both platforms using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate task creation in Taskade from Google Sheets using Pabbly Connect. By following the step-by-step process, you can streamline your workflow and enhance productivity without any manual effort.

Learn how to automate sending paid Razorpay invoice details to customers via Gmail 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.

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1. Accessing Pabbly Connect for Razorpay and Gmail Integration

To start automating the process of sending paid Razorpay invoice details via Gmail, you first need to access Pabbly Connect. Visit the homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you can either sign in if you are an existing user or click on the ‘Sign up for free’ button to create a new account.

Once your account is created, you will receive 100 free tasks every month to explore the features of Pabbly Connect. After signing in, you will be directed to the dashboard where you can create and manage your workflows. This is where the integration between Razorpay and Gmail will take place.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ option located in the top-right corner of the dashboard. A dialog box will prompt you to name your workflow. Enter a name such as ‘Send Paid Razorpay Invoice Details to Customers via Gmail’ and select a folder to save it.

• Click on ‘Create’ to proceed.
• The workflow will open two windows: Trigger and Action.
• Select Razorpay as your trigger application.

In the Trigger section, you will choose the event that initiates the workflow. For this integration, select ‘Invoice Paid’ as the trigger event. This means that whenever an invoice is marked as paid in your Razorpay account, Pabbly Connect will capture this event and initiate the next steps automatically.

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3. Configuring the Webhook in Razorpay

After selecting the trigger event, Pabbly Connect provides a webhook URL. This URL is crucial as it acts as a bridge between Razorpay and Pabbly Connect. Copy this URL and navigate to your Razorpay dashboard.

In Razorpay, go to ‘Accounts and Settings’, then select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL into the Webhook URL field. You can ignore the secret and alert email fields for now. In the ‘Active Events’ section, select ‘Invoice Paid’ and click ‘Create Webhook’. This setup allows Razorpay to send data to Pabbly Connect whenever an invoice is paid.

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4. Testing the Integration with a Sample Invoice

Once the webhook is configured, you need to test the integration. Go back to Pabbly Connect, which will show that it is waiting for a webhook response. Now, create a test invoice in Razorpay. Fill in the invoice number, description, and customer details, then issue the invoice.

• Copy the payment link and open it in a new tab.
• Make a payment using dummy card details.
• Once the payment is successful, return to Pabbly Connect.

At this point, Pabbly Connect will receive the webhook response containing the invoice details, confirming that the integration is working correctly. You can now proceed to the next action step to send an email.

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5. Sending Invoice Details via Gmail

In this final step, you will configure Gmail to send the invoice details to the customer. Add an action step in your workflow and select ‘Gmail’ as the action application. Choose ‘Send Email’ as the action event and connect your Gmail account to Pabbly Connect.

Next, fill in the required fields. For the recipient’s email address, map the email from the Razorpay response. You can also set a static sender name and subject. In the email body, thank the customer and include the invoice details by mapping the relevant fields from the Razorpay response.

Once all fields are filled, save the configuration and send a test email. Check the recipient’s inbox to ensure the email has been received with the correct details. This confirms that Pabbly Connect has successfully integrated Razorpay and Gmail for automated invoice emailing.

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Conclusion

By following these steps, you can effortlessly automate sending paid Razorpay invoice details to customers via Gmail using Pabbly Connect. This integration simplifies the invoicing process and ensures timely communication with your clients.

Learn how to automate the process of adding Facebook leads to Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook Leads with Google Sheets, access Pabbly Connect by visiting the Pabbly website. If you don’t have an account, you can sign up for free, which takes just a couple of minutes.

After signing in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it. This sets up the foundation for your integration process.

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2. Setting Up the Trigger with Facebook Leads

The next step involves setting up the trigger in Pabbly Connect. For this integration, select Facebook Lead Ads as your trigger application. Choose ‘New Lead Instant’ as the trigger event. This means that every time a new lead is captured, the workflow will be activated.

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

After establishing the connection, you will need to select your Facebook page and lead form. Ensure your lead generation form is live before testing the connection to capture real lead data.

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3. Generating a Sample Lead for Testing

Once your trigger is set up in Pabbly Connect, you need to generate a sample lead to test the integration. Open the Facebook Lead Ads form and submit a test lead with dummy data. This step is crucial for verifying that your connection works.

After submitting the sample lead, return to Pabbly Connect and check if the system has received the lead details. This includes the email, full name, and phone number from your submission.

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4. Setting Up the Action with Google Sheets

Next, set up the action in Pabbly Connect by selecting Google Sheets. Choose ‘Add New Row’ as the action event. This action will automatically add the details of the new lead into your specified Google Sheet.

• Select Google Sheets as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect your Google account to Pabbly Connect.

Map the lead details (full name, email, phone number) from the sample lead to the corresponding columns in your Google Sheet. After mapping, click ‘Save and Send Test Request’ to ensure that the data is correctly added to your Google Sheet.

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5. Verifying the Integration Success

Finally, verify that your integration between Facebook Lead Ads and Google Sheets using Pabbly Connect is successful. Check your Google Sheet to see if the new lead details have been added automatically after the test submission.

This process confirms that every time a new lead is generated through your Facebook ads, their details will be captured and stored in your Google Sheet without manual input, streamlining your lead management.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Facebook Leads into Google Sheets. This setup ensures that your lead management is efficient and requires no manual data entry. Experience the benefits of automation with Pabbly Connect today!

Learn how to integrate Notion and Taskade using Pabbly Connect to automate task creation seamlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Notion and Taskade, the first step is to access Pabbly Connect. This platform allows you to create automated workflows between different applications.

Begin by visiting the Pabbly website. You can either sign in if you already have an account or sign up for free. Once logged in, navigate to the Pabbly Connect dashboard to start creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to initiate a new workflow. Here, you will name your workflow based on your objective, which is to create a task in Taskade from Notion. using Pabbly Connect

• Select a name for your workflow, such as ‘Create Task from Notion’.
• Choose a folder to save your workflow, like ‘Home’.

After naming and selecting the folder, click on ‘Create’. You will then see the trigger and action setup interface, which is essential for your automation process.

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3. Setting Up the Trigger with Notion

The next step involves setting up the trigger in Pabbly Connect. Select Notion as your trigger application and choose the event as ‘New Database Item’.

To connect Notion with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Notion account. Once connected, select the database you will be working with.

• Choose the specific database ID from your Notion workspace.
• Map the necessary fields such as task name, start date, and end date.

After mapping the details, click on ‘Save and Test Request’. This action will retrieve the data from Notion, confirming that your trigger setup is successful.

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4. Configuring the Action with Taskade

Now that the trigger is set, the next step in Pabbly Connect is to configure the action with Taskade. Select Taskade as your action application and choose ‘Create Task’ as the action event.

Just like before, you will need to connect your Taskade account to Pabbly Connect. After granting access, you will be prompted to enter details such as Workspace ID, Folder ID, and Project ID.

Map the Workspace ID to the appropriate workspace in Taskade. Select the Folder ID and Project ID where the task will be created.

Once all the fields are mapped correctly, click on ‘Save and Test’. This will create a new task in Taskade using the details pulled from Notion, completing the integration process.

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5. Conclusion: Automating Tasks with Pabbly Connect

In conclusion, using Pabbly Connect allows you to automate the creation of tasks in Taskade whenever a new item is added in Notion. This integration streamlines your workflow and enhances productivity.

By following the steps outlined above, you can easily set up this automation. With Pabbly Connect, you can also explore many other integrations to optimize your processes further.

Learn how to enhance your email copywriting using AI and automation with Pabbly Connect. This step-by-step tutorial covers integration with Google Drive and ChatGPT. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Introduction to Pabbly Connect for Email Copywriting

In this section, we will explore how to use Pabbly Connect to enhance your email copywriting. Email copywriting involves creating engaging content tailored for email marketing campaigns. By integrating AI and automation, you can streamline this process significantly.

Using Pabbly Connect, you can automate the generation of email content with applications like ChatGPT and Google Drive. This method eliminates manual errors and allows you to scale your email marketing efforts efficiently.

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2. Setting Up Pabbly Connect for Automation

To begin, log into your Pabbly Connect account. If you don’t have an account, you can create one quickly. Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’.

• Click ‘Create Workflow’
• Provide a name for your workflow, such as ‘Write Email from Google Sheets’
• Select the appropriate folder for your workflow

After creating the workflow, you will see two boxes: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. For this integration, we will select Google Sheets as the trigger application.

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3. Integrating Google Sheets with Pabbly Connect

In this section, we will connect Google Sheets to Pabbly Connect. Select the trigger event as ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to capture data whenever a new topic is added to your Google Sheet.

Copy the generated webhook URL provided by Pabbly Connect and follow the instructions to set it up in Google Sheets. You will need to install the Pabbly Connect Webhooks add-on in Google Sheets to facilitate this connection.

• Open Google Sheets and click on ‘Extensions’
• Select ‘Add-ons’ and then ‘Get Add-ons’
• Search for ‘Pabbly Connect Webhooks’ and install it

Once the add-on is installed, you can set it up to send data to the webhook URL whenever a new topic is added in the specified column.

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4. Generating Email Content Using ChatGPT

Next, we will connect ChatGPT to Pabbly Connect to generate email content automatically. Click on the connect button and add a new connection. You will need to provide your ChatGPT token, which you can generate from your ChatGPT account.

Once connected, select the model you want to use, such as GPT-3.5 Turbo. You will then provide a prompt that instructs ChatGPT on what email content to generate. For example, you could write, ‘Draft an email for a 20% discount on shoes for Black Friday.’

Select the ChatGPT model Map the topic from Google Sheets to the prompt Set additional parameters like word limit

After setting up the prompt, save your changes and wait for the response from ChatGPT. This response will contain the drafted email content.

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5. Saving Email Content to Google Drive

Finally, we will save the generated email content to Google Drive. Instead of selecting Google Docs directly, choose Google Drive as the action application in Pabbly Connect. Select the action event ‘Create Document’ to create a new document in your specified folder.

Connect your Google Drive account to Pabbly Connect, and choose the folder where you want to save the document. Map the file name and content from the previous steps to ensure the document is created with the correct information.

Select the folder in Google Drive Map the document name and content Test the action to ensure the document is created successfully

After testing, your email content will be saved in Google Drive, ready for use in your email campaigns.

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Conclusion

In this tutorial, we explored how to enhance your email copywriting using Pabbly Connect with AI and automation. By integrating Google Sheets and ChatGPT, you can automate the generation and saving of email content efficiently. This process not only saves time but also improves the quality of your email marketing efforts.

Learn how to automate WhatsApp messages to email using Pabbly Connect. This step-by-step tutorial covers the integration process with WhatsApp and Gmail. 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. Introduction to Pabbly Connect for WhatsApp Automation

Pabbly Connect is a powerful integration platform that allows you to automate tasks between different applications. In this tutorial, we will use Pabbly Connect to integrate WhatsApp messages with Gmail seamlessly. This automation will enable you to receive WhatsApp messages directly to your email, ensuring you never miss an important message.

To begin, you will need a Pabbly Connect account, which you can create for free. Once logged in, you can set up the automation between WhatsApp and Gmail. This guide will walk you through each step in detail, making it easy to follow along and implement your own automation.

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2. Setting Up Your Workflow in Pabbly Connect

After logging into your Pabbly Connect account, the first step is to create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Get WhatsApp Message on Email Automatically.’ Select the appropriate folder where you want to save this workflow. using Pabbly Connect

Once the workflow is created, you will see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result. For this integration, select ‘Vati’ as the application for the trigger, since it allows WhatsApp messages to be received. The action will be to send an email via Gmail.

• Click on ‘Create Workflow’.
• Name your workflow.
• Select the ‘Vati’ application for the trigger.
• Choose ‘Send Email’ as the action application.

This setup is crucial as it defines how Pabbly Connect will handle the incoming WhatsApp messages and forward them to your Gmail account. Once this is configured, you can proceed to the next steps of connecting Vati with Pabbly Connect.

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3. Connecting Vati with Pabbly Connect

To connect Vati with Pabbly Connect, you will need to set up a webhook. In the trigger section, choose the ‘Configure Webhook’ option. A unique webhook URL will be generated; copy this URL as it will be used in Vati to receive messages.

Next, go to your Vati account and navigate to the webhook settings. Paste the copied webhook URL into the designated field and enable it. Ensure you select the event that triggers the webhook when a new message is received. This connection will allow Pabbly Connect to capture incoming WhatsApp messages in real-time.

• Select ‘Configure Webhook’ in Pabbly Connect.
• Copy the webhook URL provided.
• Paste the URL in Vati’s webhook settings.
• Enable the webhook and select the appropriate event.

This configuration is essential for ensuring that any new messages received on WhatsApp will trigger the automation in Pabbly Connect, allowing for immediate email notifications.

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4. Configuring Gmail to Receive WhatsApp Messages

After successfully connecting Vati with Pabbly Connect, the next step is to configure Gmail to send the WhatsApp messages. In the action section of your workflow, select ‘Send Email’ as the action event. If you have previously connected your Gmail account, you can select it; otherwise, you will need to authenticate your account.

Once connected, you will need to fill in the recipient’s email address, which can be your own or multiple addresses separated by commas. You can also customize the sender name and subject line of the email. For instance, you can set the subject to ‘New WhatsApp Message Received’ and include the sender’s name in the email body.

Select ‘Send Email’ in the action section. Authenticate your Gmail account if not done previously. Enter the recipient email address. Customize the email subject and body as needed.

This setup ensures that every WhatsApp message received through Vati will be forwarded to your Gmail account, keeping you updated on all communications.

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5. Testing and Finalizing Your WhatsApp to Gmail Integration

To ensure that your automation works correctly, it’s crucial to test the setup. Send a test message from your WhatsApp account to the number associated with Vati. Once the message is sent, check your Gmail account to see if the message has been received.

If everything is configured correctly, you should see the WhatsApp message in your email. If not, revisit the steps to ensure all configurations are correct. You can also set up filters in Pabbly Connect to only forward specific messages based on keywords or sender numbers, enhancing your automation.

With this integration, you can streamline your communication process, ensuring that important messages are never missed. By using Pabbly Connect, you can automate workflows effectively and save valuable time.

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Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp messages to email is a straightforward process that significantly enhances communication efficiency. By following the steps outlined in this tutorial, you can ensure that every important WhatsApp message is received in your Gmail inbox automatically, keeping you connected and informed at all times.

Learn how to integrate Airtable with ActiveCampaign using Pabbly Connect to create contacts with tags. Step-by-step guide 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 create ActiveCampaign contacts from Airtable records, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you will find 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 an account. Upon signing up, you will receive 100 free tasks every month to test the automation features of Pabbly Connect. If you’re an existing user, simply sign in to your account to proceed.

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2. Creating a New Workflow in Pabbly Connect

Once you are signed in to Pabbly Connect, you will be directed to the dashboard. To create a new workflow, 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: ‘Create ActiveCampaign Contacts with Tag from Airtable Records.’
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to initiate the workflow.

Your new workflow will now have two windows open: Trigger and Action. The trigger will be Airtable, and the action will be ActiveCampaign. This setup allows Pabbly Connect to automate the process of creating contacts when new records are added in Airtable.

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3. Setting Up Airtable as the Trigger

In this step, you will set up Airtable as the trigger application in Pabbly Connect. Select Airtable and then choose the trigger event as ‘New Record.’ This event will initiate the workflow whenever a new row is added to your Airtable base.

Next, click on ‘Connect’ and then select ‘Add New Connection’ to create a new connection with your Airtable account. You will need to enter a personal access token, which can be generated from the Airtable developer hub. Ensure you select the appropriate scopes, such as:

• Data records read
• Data records write
• Webhook manage

After entering your token and selecting the scopes, click ‘Save’ to establish the connection. This setup allows Pabbly Connect to fetch new records from Airtable and automate the contact creation process in ActiveCampaign.

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4. Configuring ActiveCampaign as the Action

Now that you have set up Airtable as the trigger, it’s time to configure ActiveCampaign as the action application in Pabbly Connect. Search for ActiveCampaign and select the action event as ‘Search Tag.’ This action will help you determine if the tag from Airtable exists in ActiveCampaign.

Click ‘Connect’ and add a new connection to your ActiveCampaign account. You will need to provide your API key and URL, which can be found in the ActiveCampaign developer settings. Make sure to paste the URL without ‘https’. After saving the connection, you can map the tag received from Airtable to check if it already exists in ActiveCampaign.

Once the tag is confirmed to exist, you can proceed to create a new contact in ActiveCampaign using the same tag. If the tag does not exist, you will need to create it first before adding the contact. Pabbly Connect ensures a seamless flow between Airtable and ActiveCampaign, automating the entire process effectively.

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5. Testing the Integration with a Live Example

To test the integration, add a new row in your Airtable base with customer details, including a tag. For example, enter a name like ‘Dummy User’, a phone number, a city, and a new tag such as ‘Latest Customer.’ This action will trigger the workflow you created in Pabbly Connect.

Once the new record is added, Pabbly Connect will automatically fetch the details and create a new contact in ActiveCampaign with the specified tag. You can verify this by checking your ActiveCampaign account. If everything is set up correctly, you will see the new contact listed with the appropriate tag.

This integration not only saves time but also ensures that your contact list is always updated with the latest customer information from Airtable. With Pabbly Connect, you can easily manage your customer data across platforms without manual intervention.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating ActiveCampaign contacts from Airtable records. This integration streamlines your workflow and ensures that your contact database remains updated with minimal effort.

Learn to automate the creation of Agiled contacts from LinkedIn leads using Pabbly Connect in this step-by-step tutorial. 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 LinkedIn Integration

To create an Agiled contact from LinkedIn leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and logging into your account. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button to start the integration process. Here, you will name your workflow, such as ‘How to Create Agiled Contact from LinkedIn Leads,’ and select a folder to save it in.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger using Pabbly Connect. The trigger application will be LinkedIn Lead Gen Forms, and the trigger event is ‘New Lead in Form Response.’ This setup allows Pabbly Connect to capture new leads as they come in.

• Select LinkedIn Lead Gen Forms as the trigger application.
• Choose the trigger event: New Lead in Form Response.
• Connect your LinkedIn account by adding a new connection.

After connecting, select your LinkedIn account and the specific lead form you want to use. This ensures that only leads from that form will trigger the workflow in Pabbly Connect.

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3. Submitting a Lead Form to Test the Trigger

Now that you have set up the trigger, you need to submit a lead form to test if Pabbly Connect captures the details correctly. Open your lead form and fill in the necessary fields, such as email and phone number.

• Enter a dummy email address (e.g., [email protected]).
• Input a dummy phone number.
• Submit the form to trigger the workflow.

After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will confirm whether the trigger has successfully captured the lead details.

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4. Setting Up the Action in Pabbly Connect

With the trigger successfully set up, it’s time to configure the action using Pabbly Connect. For the action application, select Agiled and choose the action event as ‘Create Contact.’ This action will automatically create a new contact in Agiled based on the lead details captured from LinkedIn.

Connect your Agiled account by adding a new connection. Enter your Agiled API key, which can be found in the API settings of your Agiled account. Map the details from the LinkedIn lead to the Agiled contact fields.

After mapping the necessary fields such as first name, last name, email, and phone number, click on ‘Save and Send Test Request’ to finalize the action. This will create a new contact in Agiled, confirming the workflow’s success.

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5. Verifying Contact Creation in Agiled

To ensure that the integration was successful, check your Agiled account. Navigate to the contacts section to verify that the new contact created from the LinkedIn lead appears correctly. This confirmation indicates that Pabbly Connect has successfully automated the process.

In summary, the workflow involved setting LinkedIn Lead Gen Forms as the trigger application and Agiled as the action application. By using Pabbly Connect, you created a seamless integration that automatically adds new leads as contacts in Agiled.

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Conclusion

In this tutorial, we demonstrated how to create Agiled contacts from LinkedIn leads using Pabbly Connect. This automation streamlines your lead management process, ensuring no leads are missed and enhancing productivity.

Learn how to automatically add IndiaMART leads to Mailchimp using Pabbly Connect in this step-by-step tutorial. Streamline your lead management today! 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 integrating IndiaMART leads with Mailchimp, first, access Pabbly Connect. Visit the Pabbly Connect homepage by browsing to the URL provided in the video. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply click on ‘Sign In’.

After signing in, you will see all available applications on the Pabbly Connect dashboard. Look for the button labeled ‘Create Workflow’ located at the top right corner. This button will allow you to start the process of connecting your applications through Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the process of adding new leads from IndiaMART to Mailchimp. Click on the ‘Create Workflow’ button, and a dialog box will appear. Name your workflow as ‘IndiaMART Automation’ and select a folder for organization.

• Click the ‘Create’ button to finalize your workflow setup.
• This workflow begins with a trigger from IndiaMART and an action to send data to Mailchimp.

Now, you will set up the trigger by selecting IndiaMART as your trigger application and ‘New Leads’ as the trigger event. This is where Pabbly Connect will listen for new leads in your IndiaMART account.

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3. Configuring the IndiaMART Trigger in Pabbly Connect

To configure the IndiaMART trigger, click on ‘Add New Connection’ to establish a link between your IndiaMART account and Pabbly Connect. You will be prompted to enter your CRM API key. To obtain this key, log in to your IndiaMART account and navigate to ‘Settings’, then ‘Account Settings’.

• Generate a new API key in the CRM API Key section.
• Copy the generated key and paste it into the Pabbly Connect window.

After pasting the API key, click on ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the latest lead data from your IndiaMART account, confirming that the trigger is set up correctly.

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4. Setting Up Mailchimp Action in Pabbly Connect

Now that the trigger is configured, it’s time to set up the action in Mailchimp. Select Mailchimp as your action application and choose ‘Add New Member with Custom Fields’ as the action event. Again, click on ‘Add New Connection’ to connect your Mailchimp account to Pabbly Connect.

For this connection, you will need to enter your Mailchimp API key. Log in to your Mailchimp account, click on your profile, and navigate to ‘Extras’ then ‘API Keys’. Generate a new API key and copy it. Return to Pabbly Connect and paste the API key into the appropriate field.

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5. Testing and Finalizing the Integration

After setting up the Mailchimp connection, you will be prompted to select an audience list. Choose the audience list you want to add leads to, such as ‘PAB Connect’. Now, map the email address, first name, and last name fields with the data received from the IndiaMART trigger.

Finally, click on ‘Save and Send Test Request’. This action will send the lead information to your Mailchimp account. Check your Mailchimp dashboard to confirm that the new lead appears in your contacts, successfully demonstrating how Pabbly Connect automates the process of adding new leads.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Mailchimp using Pabbly Connect. This process automates lead management, ensuring that new leads are captured seamlessly. By following these steps, you can streamline your workflow and enhance your marketing efforts.