Author: Rajpal Tomar

Learn to automate sending DocuSign documents on Google Forms submission using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To automate sending DocuSign documents on Google Forms submission, first, access Pabbly Connect by visiting the Pabbly Connect website. You can sign in if you are an existing user or create a new account by clicking on the ‘Sign Up for Free’ button. This platform allows you to set up automations without any coding skills.

Once logged in, you will reach the dashboard of Pabbly Connect. Here, you can view existing workflows or create a new one. To initiate your automation, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear where you can name your workflow.

---

2. Creating Your Workflow in Pabbly Connect

After naming your workflow, you need to set the trigger and action. The trigger is what starts the automation, and in this case, it will be Google Forms. For the action, you will choose DocuSign to send the document. This setup ensures that when a Google Form is submitted, a DocuSign document is sent automatically.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Set DocuSign as the action application.

Next, you will configure the trigger by following the instructions provided by Pabbly Connect. You will receive a webhook URL, which will act as a bridge to transfer data from Google Forms to Pabbly Connect. This URL is crucial for setting up the connection and ensuring seamless data transfer.

---

3. Linking Google Forms to Pabbly Connect

To link Google Forms to Pabbly Connect, navigate to your Google Form and go to the response section. Click on the ‘Link to Sheets’ option, then create a new spreadsheet to store form responses. This step is essential as it allows the form data to be recorded in real-time.

• Create a new spreadsheet named ‘Client Information and Document Form Response’.
• Ensure all form fields are included in the spreadsheet.

Once the spreadsheet is set up, you need to install the Pabbly Connect Webhooks add-on in Google Sheets. This add-on enables the integration between Google Sheets and Pabbly Connect. After installation, refresh your spreadsheet to see the new options available under extensions.

---

4. Setting Up the Webhook URL

After linking Google Forms to your spreadsheet, go back to Pabbly Connect and copy the webhook URL provided. In Google Sheets, navigate to the Extensions menu, select Pabbly Connect Webhooks, and perform the initial setup by pasting the webhook URL.

You will also need to specify the trigger column, which is the last data entry column in your spreadsheet. This column will signal Pabbly Connect to send the row data whenever a new submission is recorded. Set this to the column that contains the last data entry.

Paste the webhook URL in the designated field. Set the trigger column to the last data entry column (e.g., F).

Once everything is configured, click on ‘Send Test’ to ensure the connection is successful. If successful, you will see the response data captured in Pabbly Connect.

---

5. Sending the DocuSign Document

With the connection established, the next step is to set up the action in Pabbly Connect to send the DocuSign document. You will need to add a filter condition to ensure that the document is sent only when the client agrees to receive it via email.

To do this, select the filter option and map the response from the Google Form that asks if the client agrees to receive the document. Set the filter type to check if the response equals ‘Yes’. If the condition is met, proceed to send the document through DocuSign.

Set the action application to DocuSign. Choose ‘Create Signature Request’ as the action event. Map necessary fields such as recipient name and email.

Finally, test the action to confirm that the document is sent successfully to the client’s email. This completes the automation process, allowing you to send DocuSign documents automatically upon Google Forms submission using Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending DocuSign documents when a Google Form is submitted. By following the steps outlined, you can streamline your document signing process effortlessly. This integration not only saves time but also enhances efficiency in managing client agreements.

Learn how to automate certificate generation in Canva from Google Forms submissions using Pabbly Connect for seamless integration and email delivery. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Automation

To start automating the certificate generation process, first access Pabbly Connect. This platform enables seamless integration between Google Forms and Canva, allowing you to generate certificates automatically based on form submissions.

Begin by navigating to the Pabbly Connect website. If you do not have an account, click on the ‘Sign Up Free’ button to create one. Once logged in, you will reach the dashboard where you can create a new workflow for your automation.

---

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Google Forms and Canva through Pabbly Connect. Click on ‘Create Workflow’ and give it a descriptive name like ‘Certificate Generation Workflow’.

• Select Google Forms as the trigger app.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL generated by Pabbly Connect.

After setting up the trigger, proceed to connect your Google Form to Pabbly Connect using the copied webhook URL. This step is crucial as it allows Pabbly Connect to receive form submissions in real-time.

---

3. Validating Submissions with Google Sheets

Next, you will validate the form submissions using Google Sheets through Pabbly Connect. This ensures that only eligible participants receive certificates. Connect to Google Sheets by selecting it in the action step of your workflow.

Choose the action event ‘Lookup Spreadsheet Row’. You will need to map the email address from the Google Forms submission to search in your Google Sheets database. This step checks if the person who submitted the form has actually attended the course.

• Select the spreadsheet containing course attendees.
• Map the email address field to perform the lookup.
• Set the lookup column to the email column in your spreadsheet.

Once the validation is complete, you can proceed to generate the certificate only for those who have attended the course. This filtering ensures that only valid submissions are processed.

---

4. Generating Certificates in Canva

With Pabbly Connect, you can now generate certificates in Canva. Select Canva as the next action app in your workflow. Choose the action event ‘Create Design Autofill Job’ to utilize the certificate template you previously created in Canva. using Pabbly Connect

You will need to connect your Canva account to Pabbly Connect. Ensure you have a Pro or Enterprise subscription to access the automation features. Once connected, select the brand template you created for the certificates.

Map the name and score fields from the Google Sheets lookup response. Set the title of the new design to the participant’s name. Ensure that your template has dynamic fields for name and score.

After setting up these parameters, Pabbly Connect will generate a new certificate design based on the provided data, ensuring that each certificate is personalized.

---

5. Sending Certificates via Email

Finally, you can send the generated certificates via email using Gmail integrated through Pabbly Connect. Add a new action step and select Gmail as the app.

Choose ‘Send Email’ as the action event. Connect your Gmail account and fill in the required fields, including the recipient’s email address and the subject line for the email.

Use the participant’s email from the form submission as the recipient. Attach the PDF link of the generated certificate. Customize the email body to include a greeting and other relevant information.

Once all fields are filled out, test the workflow to ensure that the email is sent successfully with the attached certificate. This final step completes the automation process, delivering certificates directly to participants’ inboxes.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the generation of certificates in Canva from Google Forms submissions. This integration streamlines the process of validating participants, creating personalized certificates, and sending them via email efficiently.

Learn how to automate HubSpot contact creation from Weblium form submissions using Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a HubSpot contact from a Weblium form submission, you will first need to access Pabbly Connect. This platform allows you to automate tasks without any coding knowledge. Simply visit Pabbly’s website and sign in to your account to get started.

Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to begin the integration process. This is where you will create a workflow to connect Weblium and HubSpot CRM seamlessly.

---

2. Creating the Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create HubSpot Contact on Weblium Form Submission.’ Then, select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• Select Weblium as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.

This setup ensures that every time a new form is submitted on Weblium, it triggers the workflow in Pabbly Connect to create a contact in HubSpot CRM.

---

3. Setting Up the Webhook in Weblium

After setting up the trigger in Pabbly Connect, you will receive a webhook URL. This URL needs to be copied and pasted into your Weblium account to establish the connection. Log into your Weblium account and navigate to the site settings.

In the site settings, go to the ‘Integrations’ tab and find the ‘Form Management’ section. Here, you will add the copied webhook URL under the webhook field. After pasting it, ensure you publish the changes to activate the webhook.

---

4. Enabling Integration in Weblium Form Settings

To complete the integration process, you need to enable the webhook in your Weblium form settings. Click on the form settings and navigate to the ‘Integrations’ section. Here, you should see the webhook options.

• Select the newly added webhook URL.
• Publish the changes to finalize the integration.

This step ensures that every new submission on your Weblium form sends data to Pabbly Connect, which will then create a corresponding contact in HubSpot CRM.

---

5. Creating a HubSpot Contact from Weblium Submission

Now that the integration is set up, go back to your Pabbly Connect workflow. Here, you will add an action step to create a contact in HubSpot CRM. Select HubSpot as the action application and choose ‘Create Contact’ as the action event.

Connect your HubSpot account by selecting an existing connection or adding a new one. Once connected, map the required fields like email and phone number from the Weblium submission data. This mapping allows Pabbly Connect to dynamically pull the data from the form submissions.

Finally, click on ‘Save and Send Test Request’ to create a test contact in HubSpot. You can check your HubSpot account to confirm that the new contact has been created successfully.

---

Conclusion

Using Pabbly Connect, you can automate the process of creating HubSpot contacts from Weblium form submissions seamlessly. This integration enhances your marketing efforts and ensures you stay connected with your leads effectively.

Learn how to automatically add new files from Dropbox to Notion Database using Pabbly Connect. Step-by-step guide to streamline your workflow. 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

---

1. Setting Up Pabbly Connect for Dropbox and Notion Integration

To begin the process of automatically adding new files from Dropbox to Notion, you first need to access Pabbly Connect. This platform serves as the central hub for integrating various applications seamlessly.

Start by visiting the Pabbly Connect homepage. If you’re a new user, click on ‘Sign Up Free’ to create an account, which offers 300 tasks per month. Existing users can simply click ‘Sign In’. Once logged in, you will see the dashboard where you can create workflows.

---

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. For this integration, name it ‘Add New Files from Dropbox to Notion Database’ and select your folder for organizing workflows.

• Name your workflow appropriately.
• Select a folder for better organization.
• Click on the ‘Create’ button to finalize your workflow.

Once you create the workflow, you’ll be taken to a new page where you can set up the trigger and action events. Remember, Pabbly Connect uses triggers to start the automation process.

---

3. Setting Up the Trigger with Dropbox

In this step, you’ll set Dropbox as the trigger application in Pabbly Connect. Select ‘Dropbox’ and choose the event ‘New File’. This means that every time a new file is uploaded to Dropbox, Pabbly Connect will capture this event.

To connect Dropbox, click on ‘Connect’ and then ‘Add New Connection’. Ensure you are logged into your Dropbox account for a seamless connection. After connecting, you will need to specify the folder path in Dropbox where the new files will be uploaded.

• Select your Dropbox folder to monitor for new files.
• Click ‘Save and Send Test Request’ to ensure the trigger is working.
• Verify the successful response indicating the file has been detected.

With this setup, Pabbly Connect will check for new files in Dropbox every 10 minutes, allowing for timely updates in the Notion database.

---

4. Setting Up the Action with Notion

Next, you need to set Notion as the action application in Pabbly Connect. Choose ‘Create Database Item’ as the action event. This step ensures that whenever a new file is uploaded to Dropbox, a corresponding item is created in your Notion database.

Click on ‘Connect’ to link your Notion account with Pabbly Connect. Select ‘Add New Connection’ and grant the necessary permissions for access. After connecting, select the database where you want to create new items.

Choose the Notion database where new files will be logged. Map the fields from Dropbox to Notion for dynamic updates. Click ‘Save and Send Test Request’ to finalize the action setup.

After saving, you should receive a successful response confirming that a new item has been created in your Notion database, reflecting the uploaded file from Dropbox.

---

5. Testing the Integration Between Dropbox and Notion

Now that both the trigger and action are set up, it’s time to test your integration using Pabbly Connect. Upload a new file to your specified Dropbox folder. Once uploaded, wait for a few minutes for Pabbly Connect to check for new files.

After waiting, refresh your Notion database to see if the new item appears. If everything is configured correctly, you should see a new entry with the file name and its URL. This automation will save you time by eliminating the need for manual uploads.

To ensure the integration works as intended, repeat the upload process with different files and verify that each new file is logged in your Notion database. This confirms that Pabbly Connect is functioning effectively, streamlining your workflow between Dropbox and Notion.

---

Conclusion

By following this tutorial, you have successfully learned how to use Pabbly Connect to automate the process of adding new files from Dropbox to your Notion database. This integration not only saves time but also keeps your project files organized and accessible.

Learn how to integrate Mailchimp and Holded using Pabbly Connect to automatically create contacts for new subscribers. Follow our step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Mailchimp and Holded Integration

Pabbly Connect is an essential tool for automating the process of creating Holded contacts for Mailchimp subscribers. By using Pabbly Connect, you can effortlessly synchronize subscriber information between Mailchimp and Holded. This ensures that as soon as a new subscriber is added to Mailchimp, a corresponding contact is created in Holded. using Pabbly Connect

This integration streamlines data management, allowing businesses to maintain accurate records without manual entry. Utilizing Pabbly Connect for this purpose is not only efficient but also saves time and reduces errors in data handling.

---

2. Setting Up Pabbly Connect for Automation

To begin the integration process, first, access Pabbly Connect by visiting the Pabbly website. If you do not have an account, click on the ‘Sign Up for Free’ button to create one. This will allow you to access 100 free tasks each month. using Pabbly Connect

• Visit Pabbly Connect’s landing page.
• Sign in or create a new account.
• Click on ‘Access Now’ under Pabbly Connect.

Once logged in, you will reach the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow, which should be something descriptive like ‘Automatically Create Holded Contact for Mailchimp Subscriber.’ After naming your workflow, click on the ‘Create’ button to proceed.

---

3. Configuring the Trigger Event in Pabbly Connect

In the newly created workflow, you will see two sections: Trigger and Action. The Trigger section is where you specify the event that will initiate the workflow. In this case, search for and select Mailchimp as your trigger application. using Pabbly Connect

Next, choose the event that will trigger the action. For this integration, select the ‘New Subscriber’ event. This means that every time a new subscriber is added to your Mailchimp list, it will activate the workflow in Pabbly Connect.

• Select Mailchimp as the trigger application.
• Choose ‘New Subscriber’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After setting up the trigger, you’ll need to connect Mailchimp to Pabbly Connect using the webhook URL. This URL acts as a bridge between the two applications, allowing them to communicate seamlessly.

---

4. Connecting Mailchimp to Pabbly Connect

To connect Mailchimp to Pabbly Connect, navigate to your Mailchimp account and go to the Audience section. Here, select the option to manage your audience and then click on Settings. Scroll down to find the Webhooks option. using Pabbly Connect

Click on ‘Create New Webhook’ and paste the webhook URL you copied from Pabbly Connect into the Callback URL field. For the update type, select ‘Subscribers’ to ensure that subscriber updates trigger the webhook. Additionally, make sure to select all options for when to send updates.

Navigate to Audience > Manage Audience > Settings in Mailchimp. Select ‘Webhooks’ and click on ‘Create New Webhook’. Paste the webhook URL from Pabbly Connect and save your settings.

After saving the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This allows Pabbly Connect to receive the data from Mailchimp whenever a new subscriber is added.

---

5. Setting Up the Action Event in Pabbly Connect

After successfully capturing the webhook response, the next step is to set up the Action event. In this case, select Holded as your action application. The action event will be to ‘Create Contact’ in Holded. using Pabbly Connect

To connect Holded with Pabbly Connect, you will need an API key from your Holded account. Log into Holded, navigate to the API section, and create a new API key. Use a descriptive name like ‘Mailchimp Subscriber’ and copy the generated API key.

Select Holded as the action application in Pabbly Connect. Choose ‘Create Contact’ as the action event. Paste the API key from Holded into Pabbly Connect.

Map the subscriber data received from Mailchimp to the contact fields in Holded. This includes first name, last name, email, and phone number. By doing this, every time a new subscriber is added in Mailchimp, a corresponding contact will automatically be created in Holded.

---

Conclusion

Using Pabbly Connect for automatically creating Holded contacts for Mailchimp subscribers enhances data synchronization and management. This integration saves time and reduces errors, ensuring that your customer relationship management is always up to date with the latest subscriber information. With Pabbly Connect, you can streamline your workflows and improve overall efficiency.

Discover how to streamline data management using Pabbly Connect with top 5 automations including MySQL, Microsoft Excel, and more. 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

---

1. Introduction to Pabbly Connect for Data Management

Pabbly Connect is an essential tool for managing data across multiple applications seamlessly. In this section, we will discuss how to access Pabbly Connect and its significance in automating data management tasks. By using Pabbly Connect, you can streamline your workflows without needing any coding skills.

To begin, visit 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, you will see the dashboard where you can create workflows using Pabbly Connect to enhance your data management processes.

---

2. Adding New Leads from Facebook Lead Ads to MySQL with Pabbly Connect

In this section, we will create an automation that adds new leads from Facebook Lead Ads directly into your MySQL database using Pabbly Connect. This integration allows you to manage your leads efficiently.

Start by setting up your workflow in Pabbly Connect. For the trigger application, select Facebook Lead Ads and choose the event as New Lead Instant. You will need to select your Facebook page and lead gen form. Click on the ‘Save and Send Test Request’ button, and you will receive a response containing the lead details.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Map the lead details to your MySQL database fields.

After capturing the lead response, set the action application to MySQL and select ‘Insert Row’ as the action event. Map the lead details to the corresponding fields in your MySQL table. Once you click on ‘Save and Send Test Request’, you will receive a success status confirming the data was inserted successfully.

---

3. Capturing Razorpay Payment Details into MySQL with Pabbly Connect

This section focuses on capturing payment details from Razorpay and storing them in MySQL using Pabbly Connect. This automation helps you keep track of all payments made by customers.

Begin by setting Razorpay as the trigger application and select ‘Payment Captured’ as the trigger event. Follow the instructions to connect Razorpay to Pabbly Connect using the provided webhook URL. Once connected, you will receive a response with the payment details.

• Choose Razorpay as the trigger application.
• Set ‘Payment Captured’ as the trigger event.
• Use the Number Formatter to adjust the payment amount.

Next, set the action application to MySQL and choose ‘Insert Row’ as the action event. Map the payment details to your MySQL table fields. Click on ‘Save and Send Test Request’ to confirm that the payment details have been successfully recorded in your database.

---

4. Recording WooCommerce Order Details in Microsoft Excel with Pabbly Connect

In this section, we will automate the process of recording WooCommerce order details into Microsoft Excel using Pabbly Connect. This integration helps you manage your sales data effectively.

Start by selecting WooCommerce as the trigger application and set the trigger event to ‘New Order Created’. Follow the steps to connect WooCommerce with Pabbly Connect. You will receive a response containing the order details once the trigger is set up.

Select WooCommerce as the trigger application. Choose ‘New Order Created’ as the trigger event. Map the order details to your Excel worksheet fields.

Next, set the action application to Microsoft Excel and select ‘Add Row to Worksheet’ as the action event. Choose the appropriate workbook and worksheet, then map the order details accordingly. By clicking on ‘Save and Send Test Request’, you will confirm that the order details have been successfully added to your Excel worksheet.

---

5. Syncing Google Drive Files with Notion Using Pabbly Connect

This section covers how to sync files uploaded to Google Drive with your Notion database using Pabbly Connect. This automation ensures that all your important files are organized in one place.

Begin by selecting Google Drive as the trigger application and choose ‘New File in Specific Folder’ as the trigger event. Specify the folder in which you will upload files. Once the connection is established, Pabbly Connect will capture the file upload response.

Choose Google Drive as the trigger application. Set the trigger event to ‘New File in Specific Folder’. Map the file link and name to your Notion database fields.

For the action application, select Notion and choose ‘Create Database Item’ as the action event. Map the file link and name to the respective fields in your Notion database. After clicking on ‘Save and Send Test Request’, you will receive a confirmation that the file details have been successfully added to your Notion database.

---

Conclusion

In this tutorial, we explored the top 5 automations for data management using Pabbly Connect. By integrating applications like MySQL, Microsoft Excel, and Google Drive, you can streamline your data processes effectively. These automations enhance productivity and save time, ensuring your data is well-managed across platforms.

Learn how to automate Facebook Lead Ads with Pabbly Connect to streamline your CRM and WhatsApp communications. Follow our detailed tutorial 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

---

1. Accessing Pabbly Connect for Integration

To automate Facebook Lead Ads, the first step is to access Pabbly Connect. You can do this by navigating to the Pabbly Connect website and signing in or creating a new account. If you’re a new user, you can sign up for free and receive 100 free tasks monthly to explore the platform.

After logging in, you will find the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your automation. This is where you will integrate Facebook Lead Ads with your CRM and WhatsApp using Pabbly Connect.

---

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a new workflow. Name your workflow something relevant, such as ‘Automate Facebook Lead Ads’. Select the appropriate folder to save your workflow, ensuring it is organized.

• Click on ‘Create Workflow’ and provide a name.
• Choose the folder for your workflow.
• Confirm by clicking ‘Create’.

After creating the workflow, you will see options for triggers and actions. The trigger will be Facebook Lead Ads, and the actions will be adding leads to your CRM and sending WhatsApp messages using Pabbly Connect.

---

3. Setting Up the Trigger with Facebook Lead Ads

The trigger for this automation is when a new lead is generated through Facebook Lead Ads. In Pabbly Connect, select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead Instant’. This ensures that every time a lead submits the form, it will trigger the workflow immediately.

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

Once the connection is made, select the Facebook page and lead generation form you are using. After selecting the correct options, click on ‘Save and Send Test Request’ to ensure everything is set up correctly. This is crucial for the integration to work seamlessly with Pabbly Connect.

---

4. Adding Leads to Your CRM Using Pabbly Connect

After successfully setting up the trigger, the next step is to add the captured leads to your CRM. Select your CRM application, such as Salesforce, as the action application in Pabbly Connect. Choose the action event as ‘Create a Record’. This allows you to create a new lead record in your CRM automatically.

Map the necessary fields from the lead response to the CRM fields, such as first name, last name, email, and phone number. This mapping ensures that every new lead captured through Facebook Lead Ads is added to your CRM with all relevant details.

Select Salesforce as the action application. Choose ‘Create a Record’ as the action event. Map the lead details to the corresponding fields in Salesforce.

Once the mapping is complete, click on ‘Save and Send Test Request’ to verify that the lead is added to your CRM successfully. This step is essential for tracking leads effectively using Pabbly Connect.

---

5. Sending WhatsApp Messages to Leads

The final step in this automation process is to send a WhatsApp message to the newly captured leads. Select WhatsApp Cloud API as the action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This allows you to send pre-approved template messages to your leads instantly.

To set up this action, you will need to connect your WhatsApp Cloud API account and enter the necessary details such as the access token, phone number ID, and WhatsApp business account ID. Once the connection is established, map the recipient’s phone number and select the template you wish to use.

Choose WhatsApp Cloud API as the action application. Select ‘Send Template Message’ as the action event. Map the lead’s phone number and select your message template.

After entering all details, click on ‘Save and Send Test Request’. This will send a WhatsApp message to the lead, confirming that your automation is working perfectly with Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to automate Facebook Lead Ads using Pabbly Connect. By integrating Facebook Lead Ads with your CRM and WhatsApp, you can streamline your lead management and communication process. This automation not only saves time but also enhances your ability to follow up with leads effectively.

Learn how to create a PDF document from Jotform responses using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance on automation and integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

---

Accessing Pabbly Connect for Jotform and PDFMonkey Integration

To create a PDF document from Jotform responses using Pabbly Connect, the first step is to access the Pabbly Connect platform. Start by opening your browser and searching for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up for free.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and provides you with 100 free tasks every month. If you already have an account, simply sign in to access your dashboard, where you can create a new workflow.

---

Creating a Workflow in Pabbly Connect

After signing in, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Create PDF Document from Jotform Responses using PDFMonkey’. Next, select the folder where you want to save this workflow.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. This will take you to a new window where you’ll see two main boxes: Trigger and Action. The trigger is the first step in your workflow, which will activate the action that follows. Here, the trigger application will be Jotform.

---

Setting Up the Trigger for Jotform Responses

In the trigger section of Pabbly Connect, search for Jotform and select it as your trigger application. Next, you need to choose a trigger event. Select ‘New Response’ as the event. This sets up the workflow to trigger whenever a new response is submitted through your Jotform.

To connect Jotform with Pabbly Connect, you need to copy the webhook URL provided. This URL acts as a bridge between Jotform and Pabbly. Go to your Jotform account, open the specific form you want to connect, and navigate to the settings. Under Integrations, search for Webhooks and paste the copied URL there. Complete the integration to finalize the connection.

---

Setting Up the Action in Pabbly Connect with PDFMonkey

With the trigger now set up, it’s time to configure the action step in Pabbly Connect. For the action application, search for and select PDFMonkey. Choose the action event ‘Generate Document’. This action will create a PDF document using the data received from Jotform responses.

To connect PDFMonkey with Pabbly Connect, you will need an API token from your PDFMonkey account. Navigate to your PDFMonkey profile, find the API secret key, and copy it. Return to Pabbly Connect, paste the token in the connection settings, and click on ‘Save’. After connecting, you need to provide the template ID and dynamic data for generating the PDF.

• Copy the template ID from your PDFMonkey account.
• Paste the template ID in Pabbly Connect.
• Map the dynamic data fields from Jotform responses to the corresponding fields in PDFMonkey.

After mapping the required fields, click on ‘Save and Send Test’ to generate the PDF document. This will show you a preview URL of the PDF document created based on the Jotform response.

---

Conclusion

In this tutorial, we successfully demonstrated how to create a PDF document from Jotform responses using Pabbly Connect and PDFMonkey. By following the steps outlined, you can automate the process of generating PDFs for various applications, enhancing efficiency and reducing manual tasks. This integration allows for seamless data management and organization, making it easier to handle form submissions effectively.

Learn how to use Pabbly Connect to automate notifications on Slack whenever a new row is added in Google Sheets. Step-by-step guide included. 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

---

1. Accessing Pabbly Connect for Integration

To automate notifications on Slack for new rows added in Google Sheets, first, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are a new user, sign up for a free account, which provides you with 100 free tasks monthly.

Once you have logged in, you will be directed to your dashboard. Here, you can see all your workflows. Click on the Pabbly Connect option to start creating a new workflow for integrating Google Sheets with Slack.

---

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the Pabbly Connect dashboard. You will be prompted to name your workflow. Enter a descriptive name like ‘Notify Team on Slack for New Row in Google Sheets’. This will help you identify the workflow later.

• Click on the ‘Create Workflow’ button to proceed.
• Choose Google Sheets as your trigger application.
• Select the trigger event as ‘New Row’.

After setting these parameters, click on the Pabbly Connect button to connect your Google Sheets account. This will allow Pabbly Connect to monitor your Google Sheets for any new rows added.

---

3. Setting Up the Trigger in Google Sheets

Next, you need to configure the trigger for your Google Sheets. In the Pabbly Connect interface, you will see a Webhook URL generated for you. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect.

Now, go to your Google Sheets and click on Extensions, then select Pabbly Connect Webhooks and click on Initial Setup. Here, paste the Webhook URL you copied earlier. You will also need to specify the trigger column, which is the column where new data will be added.

---

4. Configuring Slack Notification Action

After setting up the trigger, the next step is to configure the action that will send notifications to Slack. In Pabbly Connect, select Slack as your action application. Choose the action event as Send Channel Message.

• You will need to connect your Slack account to Pabbly Connect.
• Authorize the connection by entering your Slack token.
• Select the channel where you want to send notifications.

Once the setup is complete, draft your notification message. You can format it to include details from the new row added in Google Sheets, ensuring your team receives all necessary information.

---

5. Testing and Activating Your Workflow

After configuring the action, it’s time to test your workflow. In Pabbly Connect, click on the Save and Send Test Request button. This will send a test message to your selected Slack channel.

Check your Slack channel to ensure the message was received correctly. If everything is working fine, go back to Pabbly Connect and activate your workflow. This will ensure that every time a new row is added in Google Sheets, your team will be notified on Slack automatically.

Conclusion

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

---

With this setup, you can streamline your communication and ensure your team stays updated with real-time notifications. Using Pabbly Connect simplifies the integration process between Google Sheets and Slack, allowing for efficient workflow management.

Learn how to recover abandoned ThriveCart carts with SendFox using Pabbly Connect. Follow our detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for ThriveCart and SendFox Integration

To recover abandoned ThriveCart carts using SendFox, the first step is accessing Pabbly Connect. This powerful automation tool allows you to connect different applications without any coding knowledge. Simply visit the Pabbly website and sign in to your account.

After signing in, you will see various Pabbly applications. Click on Pabbly Connect to access the dashboard. From here, you can create workflows to automate tasks between ThriveCart and SendFox, streamlining your marketing efforts.

---

2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for example, name it ‘Recover Abandoned ThriveCart Carts with SendFox’ and select a folder to save it.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set a trigger and an action.

In this case, the trigger is your Commander, which will initiate the workflow. Select ThriveCart as your trigger application and choose the trigger event as ‘Cart Abandoned.’ Click on ‘Connect’ to proceed with the integration.

---

3. Connecting ThriveCart to Pabbly Connect

To connect ThriveCart with Pabbly Connect, you need an API key from your ThriveCart account. When prompted, click on ‘Add a New Connection’ and enter the API key. You can find this key in the API and Webhooks section of your ThriveCart settings.

• Navigate to your ThriveCart settings and click on the API and Webhooks link.
• Generate a new API key and copy it to your clipboard.

Paste the API key into Pabbly Connect and click on ‘Save’. This connection allows Pabbly Connect to monitor your ThriveCart account for any abandoned carts.

---

4. Setting Up SendFox Integration with Pabbly Connect

After successfully connecting ThriveCart, the next step is to set up SendFox within Pabbly Connect. For the action application, select SendFox and choose the action event as ‘Add Contacts to List.’ This will ensure that any abandoned cart leads are added to your SendFox list for targeted marketing.

Click on ‘Connect’ again and follow the same process to enter your SendFox token. You can find this token in your SendFox account settings under the API section. Copy and paste it into Pabbly Connect and click on ‘Save’ to establish the connection.

---

5. Mapping Data and Testing the Workflow

With both applications connected through Pabbly Connect, it’s time to map the data from ThriveCart to SendFox. You will need to map fields such as first name, last name, and email from the ThriveCart response to the corresponding fields in SendFox. This mapping allows for dynamic data insertion with every new abandoned cart.

Select the relevant fields from the ThriveCart trigger response. Ensure that the mapped fields correspond correctly to the SendFox contact list.

After mapping the data, click on ‘Save and Send Test Request’ to test the workflow. If successful, you will see the new contact in your SendFox account, confirming that the integration works seamlessly through Pabbly Connect.

---

Conclusion

In summary, using Pabbly Connect to recover abandoned ThriveCart carts with SendFox automates your marketing efforts effectively. By following these steps, you can ensure potential customers are nurtured through targeted email campaigns, turning them into paying clients.