Author: Rajpal Tomar

Learn how to set up a webhook inside Kylas.io using Pabbly Connect to automate your sales management efficiently. Follow our detailed step-by-step guide. 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. Introduction to Pabbly Connect for Kylas.io Integration

In this section, we will explore how to use Pabbly Connect to set up a webhook inside Kylas.io. This integration allows you to automate your sales management by connecting Kylas.io with other applications like Google Sheets. With Pabbly Connect, you can easily automate tasks and improve efficiency.

To begin, ensure you have a Pabbly Connect account. Once logged in, you can create a new workflow that will facilitate the connection between Kylas.io and your desired applications. This is essential for streamlining your sales processes.

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2. Setting Up Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Kylas.io as your trigger application. The trigger event should be set to ‘Lead Created’. This means that every time a new lead is added to Kylas.io, it will initiate the workflow in Pabbly Connect.

Follow these steps to configure the trigger:

• Select Kylas.io as the trigger app.
• Choose ‘Lead Created’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After completing this setup, you will have a webhook URL that will be used to connect Kylas.io with Pabbly Connect. This URL is crucial for receiving data from Kylas.io.

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3. Integrating Webhook in Kylas.io

Now that you have the webhook URL from Pabbly Connect, the next step is to integrate it into Kylas.io. Log into your Kylas.io account and navigate to the settings menu. From there, select the integration option and find the webhook section.

Here’s how to set up the webhook in Kylas.io:

• Click on ‘Add a New Webhook’.
• Name your webhook (e.g., ‘Lead Created’).
• Paste the webhook URL from Pabbly Connect.
• Set authentication type to ‘No Authentication Required’.
• Select the events you want to trigger the webhook (e.g., Lead Created, Updated, Deleted).

After saving these settings, your Kylas.io account will be connected to Pabbly Connect and ready to receive lead data automatically.

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4. Testing the Webhook Setup

To ensure that the webhook is functioning correctly, you need to perform a test submission. This involves adding a new lead in your Kylas.io account to see if the data is sent to Pabbly Connect.

Follow these steps to test your webhook:

Go to the leads section in Kylas.io and click ‘Add’. Fill in the lead details such as first name, last name, email, and phone number. Click on ‘Save’ to create the new lead.

Once the lead is added, return to Pabbly Connect to check for a successful response. If the setup is correct, you will see the lead information received in Pabbly Connect.

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5. Conclusion: Successful Integration with Pabbly Connect

In conclusion, using Pabbly Connect to set up a webhook inside Kylas.io allows for seamless automation of lead management. By following the steps outlined, you can ensure that new leads are automatically captured in your desired applications like Google Sheets.

This integration not only saves time but also enhances the efficiency of your sales processes. With Pabbly Connect, you can easily manage your sales data and streamline your operations for better productivity.

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Learn how to create Close CRM leads from new Google Sheets table rows using Pabbly Connect. Step-by-step tutorial to automate lead generation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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Accessing Pabbly Connect for Integration

To create Close CRM leads from new Google Sheets table rows, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in. If you are a new user, you can sign up for free and gain access to various automation features.

Once logged in, navigate to your dashboard and click on the button that says ‘Create Workflow’. This will allow you to set up the automation necessary to connect Google Sheets with Close CRM. Ensure you have your Google Sheets ready for the integration process.

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Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. After creating your workflow, select Google Sheets as the application. Then, choose the trigger event as ‘New or Updated Spreadsheet Row’. This will ensure that any new entry in your Google Sheets will trigger the workflow.

Once selected, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to connect your Google Sheets with Pabbly Connect. You will need to paste this URL into the Google Sheets add-on that you will set up next.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for later use.

This setup is crucial as it links your Google Sheets to Pabbly Connect, allowing for seamless automation of lead creation in Close CRM.

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Configuring Google Sheets Add-On for Pabbly Connect

Next, you need to configure the Google Sheets add-on to connect it with Pabbly Connect. Go to the ‘Extensions’ menu in Google Sheets, then select ‘Add-ons’ and click on ‘Get Add-ons’. Search for Pabbly Connect Webhooks and install the add-on if you haven’t done so already.

After installation, refresh your Google Sheets page. You will now see Pabbly Connect Webhooks in the Extensions menu. Click on it and go to ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which is usually the final data column where your lead details are entered.

• Paste the webhook URL into the initial setup.
• Specify the trigger column for your lead details.
• Click on ‘Submit’ to finish the setup.

Completing this step ensures that your Google Sheets is properly configured to send data to Pabbly Connect whenever a new lead is added.

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Creating Leads in Close CRM via Pabbly Connect

Now that your Google Sheets is set up, it’s time to create leads in Close CRM using Pabbly Connect. In the workflow you created, select Close as the action application. Choose the action event as ‘Create Lead’. This action will allow you to automatically create a lead in Close CRM whenever a new row is added to your Google Sheets.

You will need to connect your Close account to Pabbly Connect by entering your API key. To find your API key, log into your Close account, go to settings, and then to the API section. Copy the API key and paste it into the connection setup in Pabbly Connect.

Select Close as the action application. Choose ‘Create Lead’ as the action event. Enter your Close API key to establish the connection.

This integration allows your sales team to access new leads immediately, enhancing efficiency and engagement.

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Testing and Verifying the Integration

After setting up the workflow, it’s essential to test the integration to ensure everything works smoothly. Go back to your Google Sheets and enter a new lead’s details in the designated columns. Make sure to include all necessary information like first name, last name, company name, email, and phone number.

Once you enter the details, the webhook will trigger, and Pabbly Connect will send this information to Close CRM to create a new lead. You can verify the lead creation by checking your Close account to see if the new lead appears with the correct details.

This final step confirms that your integration between Google Sheets and Close CRM through Pabbly Connect is functioning as intended, allowing for efficient lead management.

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Conclusion

In this tutorial, we explored how to create Close CRM leads from new Google Sheets table rows using Pabbly Connect. This automation enhances your sales process by ensuring immediate access to new leads, streamlining customer engagement and follow-ups.

Learn how to integrate GoHighLevel with Stripe payments using Pabbly Connect. Step-by-step tutorial for seamless automation. 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 Stripe Integration

To integrate GoHighLevel with Stripe payments, the first step is to access Pabbly Connect. This platform allows you to automate workflows without coding.

Begin by navigating to the Pabbly Connect website. You can sign up for free if you don’t have an account. Once logged in, you will be directed to the dashboard where you can create your workflow to link Stripe and GoHighLevel.

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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 creating a sub-account in GoHighLevel when a payment is received via Stripe. Click on the ‘Create Workflow’ button in Pabbly Connect.

• Name your workflow appropriately, for example, ‘Create GoHighLevel Sub-Account for Stripe Payment’.
• Select the folder where you want to save this workflow.

After naming your workflow, you will see two sections: Trigger and Action. The trigger will initiate the workflow when a payment is completed in Stripe.

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3. Configuring the Trigger for Stripe Payment

For the trigger, select Stripe as your application in Pabbly Connect. You need to choose the event ‘Checkout Completed’. This means that whenever a checkout is completed on Stripe, the workflow will be triggered.

Next, you will need to connect your Stripe account with Pabbly Connect. To do this, copy the provided webhook URL from Pabbly Connect and paste it into your Stripe account settings under the ‘Webhooks’ section. This establishes a connection between the two platforms.

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4. Filtering Payments for GoHighLevel Sub-Account Creation

After setting up the trigger, the next step is to filter the Stripe payment responses to ensure that only relevant payments trigger the creation of a sub-account in GoHighLevel. In Pabbly Connect, add a filter step.

• Set the condition to check if the payment link corresponds to your GoHighLevel sub-accounts.
• Map the payment link from the Stripe response to ensure it matches your specific sub-account.

Once the filter is set up, proceed to test the filter to confirm it works as expected. If the condition is met, the workflow will continue to create the sub-account.

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5. Creating a Sub-Account in GoHighLevel

With the filter in place, now you can create the sub-account in GoHighLevel. In this step, select the ‘Lead Connector V2’ action in Pabbly Connect and choose the action event ‘Create Location Sub Account’.

Fill in the required details using the mapped information from the Stripe payment response. This includes the account name, email, and other necessary customer details. After mapping all fields, click on the ‘Save and Send Test Request’ button to create the sub-account.

Once the test is successful, you will see a confirmation that the sub-account has been created in your GoHighLevel account. You can verify this by checking the sub-accounts section in GoHighLevel.

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Conclusion

By following these steps, you can effectively integrate GoHighLevel with Stripe payments using Pabbly Connect. This automation streamlines the client onboarding process and enhances user experience.

Learn how to automate presentations from Airtable to Google Slides using Pabbly Connect. Step-by-step guide for seamless integration. 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 create presentations from Airtable and Google Slides using Pabbly Connect, first access the Pabbly Connect homepage. You can do this by entering the URL Pabbly.com/connect in your browser. This platform allows you to automate tasks without needing coding skills.

Once on the homepage, 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. Existing users can simply sign in. By signing up, you receive 100 free tasks every month to explore Pabbly Connect and test various automations.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the ‘All Apps’ section and click on ‘Access Now’ under Pabbly Connect. This will take you to the dashboard where you can view and manage your workflows. To create a new workflow, click on the ‘Create Workflow’ option.

• Click on ‘Create Workflow’ in the top right corner.
• Name your workflow, such as ‘Create Presentations from Airtable and Google Slides using Pabbly Connect’.
• Select a folder for your workflow and click on ‘Create’.

With your workflow created, you will see two windows: one for the trigger and the other for the action. The trigger will be set to Airtable, and the action will be set to Google Slides. This setup will enable Pabbly Connect to automate the process of generating presentations based on new records in Airtable.

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3. Setting Up the Trigger with Airtable

In the workflow, the first step is to set up the trigger application, which will be Airtable. Select Airtable as your trigger application and choose the trigger event as ‘New Record’. This means that whenever a new record is created in Airtable, it will trigger the workflow.

Next, you will need to connect Pabbly Connect to your Airtable account. Click on ‘Connect’ and choose ‘Add New Connection’. Follow the prompts to grant access to your Airtable account. Make sure to select the correct base and table where your employee records are stored.

• Select your Airtable base, for example, ‘Employee Achievements and Recognition’.
• Ensure you have a field named ‘Created’ set to ‘Created Time’ to capture the record creation time.
• Click on ‘Save and Send Test Request’ to confirm the connection.

After successfully connecting Airtable with Pabbly Connect, you will receive a response that confirms the last data entered into your Airtable base. This confirms that the integration is working correctly and ready to capture new employee data.

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4. Generating Certificates Using Google Slides

With the trigger set up, the next step involves generating certificates using Google Slides. In the action step, select Google Slides as your action application and choose the action event ‘Create Presentation from Template’. This allows you to create certificates based on a pre-defined template.

Connect Pabbly Connect to your Google account by selecting ‘Add New Connection’ and logging into your Google account. Once connected, choose the template presentation you created for certificates. For example, name your presentation ‘Certificate of Achievement for [Employee Name]’.

Select the template presentation name from the dropdown. Map the employee’s name dynamically to replace it in the presentation title. Map other details like achievement, authorized name, and date as needed.

After mapping all necessary details, click on ‘Save and Send Test Request’. You will see a response indicating that the presentation has been successfully created in Google Slides, confirming that the integration with Pabbly Connect is functioning as expected.

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5. Emailing Certificates to Employees

The final step is to email the generated certificates to the employees. First, you need to convert the presentation into a PDF format using Google Drive. In the action step, select Google Drive and choose the action event ‘Share a File with Anyone’. This will allow you to share the PDF version of the certificate.

Map the presentation ID received from the previous step to ensure the correct file is shared. After setting this up, click on ‘Save and Send Test Request’ to generate the PDF link for the certificate.

Select the employee’s email address from the Airtable response to send the certificate. Enter the email subject and body content, including the PDF link. Click on ‘Save and Send Test Request’ to send the email.

After sending the email, you will receive a response confirming the email was sent successfully. This completes the process of automating the generation and distribution of certificates using Pabbly Connect, Airtable, and Google Slides.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of presentations from Airtable to Google Slides using Pabbly Connect. By following these steps, you can streamline your workflow and efficiently generate certificates for employees based on their achievements.

Learn how to use Pabbly Connect to automatically generate and post tweets from RSS feeds using Google Gemini. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Tweet Automation

To create viral AI generated tweets using RSS feeds, you first need to access Pabbly Connect. This platform enables seamless integration between various applications, including Google Gemini and Twitter.

Visit the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks monthly. Existing users can simply log in.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be on the dashboard. Click on ‘Create Workflow’ to start setting up the automation process for tweets.

• Name your workflow, for example, ‘Automatically Generate Tweets Using Google Gemini from RSS Feeds’.
• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see options for setting triggers and actions. The trigger will be the RSS feed, and the action will be the tweet generation through Google Gemini.

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3. Setting Up RSS Trigger in Pabbly Connect

For the trigger step, select ‘RSS by Pabbly’. This feature helps capture RSS feeds automatically. Choose the trigger event ‘New Item in Feed’ to activate the workflow whenever a new RSS feed is available.

Enter the feed URL from NDTV RSS feeds for technology news. Set the polling time to 1 hour, which is how often Pabbly Connect checks for updates. After entering the feed URL, click on ‘Save and Send Test Request’ to check if the connection is successful.

• Copy the URL of the technology news RSS feed from NDTV.
• Paste it into the feed URL field in Pabbly Connect.
• Select the filter type as ‘Default’ for simplicity.

Upon successful setup, you will receive a response from the RSS feed indicating the latest news, confirming that the integration is working.

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4. Generating Tweets Using Google Gemini

After setting up the RSS trigger, the next step is to generate tweets using Google Gemini through Pabbly Connect. Select Google Gemini as the action application and choose the action event ‘Generate Content’. This will convert the RSS feed into engaging tweets.

To establish the connection, you will need to enter your API key from Google Gemini. If you do not have an API key, follow the instructions to generate one from the Google AI Studio.

Log into your Google Gemini account and navigate to the AI Studio. Click on ‘Get API Key’ and create a new key for your project. Copy the API key and paste it into Pabbly Connect.

Once connected, enter the prompt for generating tweets using the feed description. This setup allows for dynamic content generation for each new RSS feed received.

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5. Posting Tweets on X (Formerly Twitter)

The final step is to post the generated tweets on your X handle. Select X as the action application and choose the action event ‘Create Tweet’. This ensures that the tweets generated by Google Gemini are posted automatically. using Pabbly Connect

To connect to X, you will need your client ID and client secret from your Twitter Developer account. Follow the provided instructions to retrieve these credentials.

Access the Twitter Developer portal and select your app. Navigate to ‘Keys and Tokens’ to find your client ID and secret. Paste these credentials into Pabbly Connect to authorize the application.

After successfully connecting, map the tweet content generated by Google Gemini and click ‘Save and Send Test Request’. Your tweet will be posted automatically on your X handle, completing the integration process.

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Conclusion

This tutorial demonstrates how to automate the process of generating and posting tweets using RSS feeds with Pabbly Connect. By integrating RSS by Pabbly, Google Gemini, and X, you can keep your followers updated with the latest technology news effortlessly.

Learn how to automate sending feedback forms to customers via WhatsApp using Pabbly Connect. Step-by-step guide to streamline your customer feedback process. 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 Automation

To start automating the process of sending feedback forms via WhatsApp, first, access Pabbly Connect. This platform is essential for integrating your applications seamlessly. If you are a new user, you can sign up for free and receive 100 tasks every month.

After logging in, navigate to the Pabbly Connect dashboard. Here, you will see various applications. Click on Pabbly Connect to begin creating your workflow. This is where you will set up the automation to send feedback forms automatically whenever you add customer details in Google Sheets.

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2. Creating a Workflow in Pabbly Connect

Once in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. Enter a relevant name, such as ‘Automatically Send Feedback Forms to Customers via WhatsApp.’ Then, select a specific folder to save this workflow.

• Click on the ‘Create’ button to finalize the workflow setup.
• This action will open two sections: Trigger and Action.
• You will set the Trigger application to Google Sheets.

After setting the trigger, you will need to select the trigger event as ‘New or Updated Spreadsheet Row.’ This selection will allow Pabbly Connect to capture data whenever new customer details are added to your Google Sheets. Following this, you’ll receive a webhook URL to connect Google Sheets with Pabbly Connect.

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3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, copy the provided webhook URL. Open your Google Sheets, click on ‘Extensions,’ then select ‘Add-ons,’ and finally ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already done so.

• After installation, refresh the Google Sheets page.
• Go back to ‘Extensions,’ select ‘Pabbly Connect Webhooks,’ and click on ‘Initial Setup.’
• Paste the webhook URL and specify the trigger column (e.g., Column D).

After completing these steps, click on the ‘Submit’ button. You will see a confirmation message indicating that the setup was successful. Now, whenever you enter customer data in the specified column, Pabbly Connect will capture the response automatically.

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4. Sending Feedback Forms via WhatsApp Using Pabbly Connect

Next, you will set up the action step in Pabbly Connect. Choose WhatsApp Cloud API as the action application. This integration allows you to send messages to customers directly via WhatsApp. Select the action event as ‘Send Template Message’ to utilize your pre-defined message template.

To connect WhatsApp Cloud API with Pabbly Connect, you need to provide the required credentials such as the token, phone number ID, and WhatsApp business account ID. Click on the ‘Add New Connection’ button and fill in these details accurately.

Ensure you have generated a permanent access token for seamless integration. Select the feedback form template you created earlier. Map the recipient’s mobile number from the previous step.

After mapping the required fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation message, indicating that the WhatsApp message has been sent to the customer with the feedback form link.

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5. Conclusion

By following the steps outlined above, you can effectively use Pabbly Connect to automate the process of sending feedback forms via WhatsApp. This integration not only saves time but also enhances customer engagement. Automating feedback collection helps businesses improve their services and strengthen customer relationships.

Utilizing Pabbly Connect for this purpose ensures a streamlined workflow, allowing for efficient feedback management. Start automating your feedback process today to reap the benefits of enhanced customer interactions.

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Learn how to send emails from Google Sheets using SMTP by Pabbly Connect. Follow this detailed tutorial for seamless integration and automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Email Automation

To send emails from Google Sheets using SMTP by Pabbly, first, access Pabbly Connect. This platform allows you to automate workflows easily. Start by visiting the Pabbly Connect website and sign in to your account.

If you are a new user, you can sign up for free and get 100 tasks every month. Once logged in, navigate to the dashboard where you can see all available apps. Click on ‘Access Now’ under the Pabbly Connect option to begin the setup.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow: How to send emails from Google Sheets using SMTP by Pabbly.
• Select a folder for saving the workflow, for example, ‘SMTP Automations’.
• Click on ‘Create’ to finalize the workflow creation.

Once created, you will see two windows: Trigger and Action. The trigger is essential as it defines when the action will occur, which is when data is added to Google Sheets.

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3. Setting Up Google Sheets Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, click on the arrow in the Trigger application section. Select ‘Google Sheets’ as your trigger application. Then choose the event as ‘New or Updated Spreadsheet Row’.

Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect Google Sheets with Pabbly Connect. Open your Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on if you haven’t done so yet.

• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’.
• Paste the webhook URL and set the trigger column (e.g., column D).

Click on the Submit button to complete the setup. Ensure to enable the ‘Send on Event’ option to allow data to be sent to Pabbly Connect whenever new data is entered.

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4. Configuring SMTP Action in Pabbly Connect

Now it’s time to set up the action step in Pabbly Connect. Click on the Action application section and select ‘SMTP by Pabbly’. Choose the action event as ‘Send Email’. Click on Connect to establish a connection with the SMTP service.

A new window will prompt you to add a new connection. Fill in the required details such as hostname, username, password, encryption type, and port. After entering the details, click on the Save button to connect SMTP by Pabbly with Pabbly Connect.

Fill in the ‘From Name’ and ‘From Email’ fields. Map the ‘To Email’ field with the email address from Google Sheets. Set the email subject and body as required.

Once all details are filled in, click on the ‘Save and Send Test Request’ button. This will send a test email to verify the setup is working correctly.

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5. Testing the Integration of Google Sheets and SMTP

To test the integration, return to your Google Sheets and enter a new customer’s details. For instance, fill in the first name, last name, email, and phone number. After entering the details, check your Gmail account to see if you received the email.

If everything is set up correctly, you should receive an email with the content specified in your Pabbly Connect workflow. This confirms that the integration between Google Sheets and SMTP by Pabbly is successful.

Repeat this process for additional entries in your Google Sheets to ensure consistent functionality. Each time you add a new row, an email should be sent automatically, demonstrating the seamless automation enabled by Pabbly Connect.

Conclusion

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

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In conclusion, using Pabbly Connect to send emails from Google Sheets via SMTP is a powerful way to automate your email marketing efforts. This integration saves time and ensures your customers receive timely communication, enhancing their experience and boosting your business efficiency.

Learn how to automatically share LinkedIn company page posts from new WordPress blogs using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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 Automation

To start automating the sharing of your LinkedIn company page posts from a new WordPress blog, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by entering the URL. Here, you will see options to sign up or sign in.

If you are new, click on the ‘Sign Up Free’ button to create your account. Existing users can sign in directly. Once logged in, you will reach the Pabbly Connect dashboard where you can create your automation workflow.

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2. Creating the Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow something like ‘WordPress to LinkedIn Automation’. Select the appropriate folder for your workflow and click ‘Create’.

Upon creation, the workflow interface will display two sections: the Trigger and Action windows. The Trigger window is where you will set up the trigger event that initiates the automation.

• Select ‘WordPress’ as the app in the Trigger window.
• Set the Trigger Event to ‘New Post Publish’.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL will connect your WordPress site to Pabbly Connect, allowing it to receive data whenever a new post is published.

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3. Connecting WordPress to Pabbly Connect

To connect WordPress with Pabbly Connect, you need to install the WP Webhooks plugin on your WordPress site. Go to the Plugins section and search for ‘WP Webhooks’. Install and activate this plugin.

After activation, navigate to the WP Webhooks settings and select ‘Send Data’. Here, choose the event as ‘Post Created’. Click on ‘Add Webhook URL’ and give it a name, then paste the copied webhook URL. Finally, save your settings.

• Select the post type as ‘Post’.
• Set the trigger on the post status change to ‘Publish’.

This setup ensures that every time a new blog post is published, the data is sent to Pabbly Connect, triggering the next steps in your automation.

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4. Summarizing Post Content with OpenAI

After successfully connecting WordPress, the next step involves sending the post content to OpenAI using Pabbly Connect. In the Action window, select ‘OpenAI’ as the app and choose the action event ‘Chat GPT’. Connect your OpenAI account by entering your API key.

Once connected, select the AI model you want to use, such as GPT-4. Next, you will enter a prompt for summarizing the blog content. An example prompt could be: ‘This is the content of a Blog I posted on WordPress. Create a caption from this blog post for my company’s LinkedIn profile, keeping it under 400 characters.’

Map the blog content from the WordPress trigger step to the OpenAI action step. Click ‘Save and Send Test Request’ to generate the caption.

This process uses OpenAI to create a concise caption for your LinkedIn post based on the blog content, enhancing your social media engagement.

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5. Creating the LinkedIn Post

The final step involves creating the LinkedIn post using Pabbly Connect. In the Action step, select ‘LinkedIn’ as the app and choose ‘Create Company Text Post with Image’ as the action event. Connect your LinkedIn account by entering the required credentials.

After connecting, map the necessary fields: the content title from WordPress, the caption generated by OpenAI, the thumbnail image from the WordPress post, and the source URL of the post. Set the visibility to Pabbly and click ‘Save and Send Test Request’ to create the post.

Ensure that all mapped fields are correctly filled. Check LinkedIn to confirm that the post has been created successfully.

With this setup, every time you publish a new blog post on WordPress, it will automatically be shared on your LinkedIn company page, complete with a generated caption and thumbnail image.

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Conclusion

By using Pabbly Connect, you can automate the process of sharing your WordPress blog posts on LinkedIn effortlessly. This integration saves time and enhances your online presence by automatically generating engaging content for your audience.

Learn how to automate sending emails from Google Sheets using Gmail with Pabbly Connect. This step-by-step guide covers everything you need to know. 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 to Start Automation

To send emails from Google Sheets using Gmail, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Begin by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account, which offers 100 tasks free every month. Existing users can simply click on ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a name like ‘Send Emails from Google Sheets using Gmail’ and select a folder to save it.

• Click ‘Create’ to open the workflow window.
• Select ‘Google Sheets’ as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

This step is crucial as it sets up the initial connection between Google Sheets and Gmail through Pabbly Connect. The next step involves copying the provided webhook URL for integration.

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3. Setting Up Google Sheets for Integration

After obtaining the webhook URL from Pabbly Connect, open your Google Sheets. This sheet should contain the details of your customers. To connect it, navigate to Extensions > Add-ons > Get Add-ons.

• Search for the Pabbly Connect Webhook add-on.
• Install the add-on and refresh your Google Sheets.
• Go to Extensions > Pabbly Connect Webhook > Initial Setup.

In the setup window, select the sheet you want to automate and paste the webhook URL. Specify the trigger column (the final data column) and click ‘Submit’. This step ensures your Google Sheets are now linked with Pabbly Connect.

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4. Configuring Email Sending via Gmail

Next, you need to configure the action step to send emails using Gmail through Pabbly Connect. Select ‘Gmail’ as your action application and choose ‘Send Email V2’ as the action event.

You will need to connect your Gmail account to Pabbly Connect. Click on ‘Add New Connection’, select your Gmail account, and allow the necessary permissions. After connecting, you will be prompted to fill in the email details.

Map the recipient email address from the previous step. Enter the sender’s name and email subject. Compose the email content, using dynamic fields for personalization.

Once you have filled in all the required fields, click on ‘Save and Send Test Request’ to ensure the email is sent successfully. This confirms that your Gmail integration through Pabbly Connect is working correctly.

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5. Sending Emails to All Customers

To send emails to all customers listed in your Google Sheets, go back to the Extensions menu, select Pabbly Connect Webhook, and click on ‘Send All Data’. This action will initiate the email sending process for every customer in your sheet.

Additionally, enable the ‘Send on Event’ button in the Pabbly Connect Webhook options. This feature allows emails to be sent automatically whenever a new customer is added to your Google Sheets.

After executing these steps, check your Gmail inbox to confirm that all emails have been sent successfully. You can see each email personalized with customer details, showcasing the power of Pabbly Connect in automating your email processes.

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Conclusion

By utilizing Pabbly Connect, you can effortlessly send automated emails from Google Sheets using Gmail. This integration not only saves time but also enhances customer engagement efficiently.

Learn how to integrate Elementor forms with Jira Service Management using Pabbly Connect to streamline customer support requests effectively. 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 start creating a Jira Service Management customer from an Elementor form submission, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect website. If you don’t have an account yet, click on the ‘Sign Up for Free’ button to create one. This process takes just a couple of minutes and provides you with 100 free tasks each month.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, something like ‘Create Jira Service Management Customer from Elementor Form Submission.’ Select a folder for organization, and then click on ‘Create’ to proceed to the main workflow setup.

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2. Configuring the Trigger with Elementor Form

In this step, you will set up the trigger for your workflow. The trigger application will be Pabbly Connect, specifically using Elementor. Search for Elementor in the trigger application box and select it. The trigger event you need is ‘New Form Submission’. This event will activate whenever a customer submits the form on your website.

• Select ‘Elementor’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to connect this webhook URL with your Elementor form. Go to your WordPress site where the Elementor form is located. Click on the pencil icon to edit the form, and then navigate to the ‘Actions After Submit’ section. Click on the plus icon to add a new action and select ‘Webhook’. Paste the copied webhook URL into the designated field and save your changes.

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3. Testing the Elementor Integration with Pabbly Connect

To ensure that the integration works, you need to test it by submitting a form through Elementor. Fill out the form with customer details, such as name, email, phone number, and issue description. After submitting the form, return to Pabbly Connect to check for a webhook response.

Upon successful submission, you should see the details captured by Pabbly Connect, including customer name and issue description. This confirms that the Elementor form is correctly integrated with Pabbly Connect.

• Fill in the customer name as Jack Caris.
• Enter the customer email as [email protected].
• Provide a description of the issue.

Once you have confirmed the webhook response, you are ready to proceed to create a new customer in Jira Service Management using the details captured from the Elementor form.

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4. Creating a Customer in Jira Service Management

With the customer details captured, the next step is to create a new customer in Jira Service Management. In Pabbly Connect, add an action step and choose Jira Service Management as your action application. The action event will be ‘Create Customer’. This step is crucial as it utilizes the information collected from the Elementor form to create a new customer entry automatically.

To connect Jira Service Management with Pabbly Connect, click on ‘Add New Connection’. You will be prompted to authorize Pabbly Connect to access your Jira account. Accept the permissions required for this integration. Once connected, you will need to fill in the display name and email address fields using the mapped data from your Elementor form submission.

Map the customer’s name from the Elementor response to the display name field. Map the customer’s email to the email address field.

After mapping these fields, click on ‘Save and Test Request’. If successful, you will see a confirmation that a new customer has been created in Jira Service Management with the details provided from the Elementor form.

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5. Verifying the Integration in Jira Service Management

To verify that the integration works seamlessly, log into your Jira Service Management account and navigate to the Customers section. Here, you should see the newly created customer listed with the details you entered in the Elementor form. This step ensures that every customer request is properly logged and managed within your support system.

The automation provided by Pabbly Connect not only saves time but also enhances customer satisfaction by ensuring quick responses to support requests. You can repeat the form submission process to test further and confirm that additional customers are created in Jira Service Management as expected.

In summary, you have successfully created a connection between Elementor forms and Jira Service Management using Pabbly Connect. This integration allows for efficient handling of customer inquiries, ensuring that no request falls through the cracks.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a Jira Service Management customer from Elementor form submissions. This integration streamlines the support process and enhances customer satisfaction by automating customer entry creation.