Author: Rajpal Tomar

Learn how to create a Stripe payment link using Pabbly Connect with this detailed tutorial. Follow the exact steps to automate your payment processes. 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 Stripe Payment Links

To create a Stripe payment link using Pabbly Connect, you first need to access the platform. Open your browser and go to the Pabbly Connect website, where you’ll find options to sign in or sign up for free.

If you don’t have an account yet, click on the ‘Sign Up for Free’ button. This process takes just a couple of minutes and grants you 100 tasks free every month. Once signed in, you will be directed to the dashboard of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up will appear where you can name your workflow, such as ‘Create Stripe Payment Link Using Pabbly Connect.’ Select the appropriate folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.

The Trigger box is where you will set up the initial event that starts your workflow. In this case, select Google Sheets as your trigger application. Next, choose the trigger event as ‘New or Updated Spreadsheet Row’ to ensure that every time a new product is added, the workflow is activated.

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3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need a VAB URL. This URL acts as a bridge between the two applications. Copy the VAB URL provided in your Pabbly Connect workflow setup.

Next, go to your Google Sheets. Open the spreadsheet you are using for your product list. Navigate to the ‘Extensions’ menu and find the Pabbly Connect Webhooks option. If this extension is not installed, go to ‘Get Add-ons’ in the same menu and search for Pabbly Connect Webhooks to install it.

• After installing, refresh your spreadsheet.
• Go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’.

In the Initial Setup, paste the VAB URL you copied earlier. Specify the trigger column, which is the column that will send data to Pabbly Connect when a new product is added. Once configured, click on ‘Send Test’ to ensure the connection works correctly. If successful, click ‘Submit’ to complete the setup.

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4. Creating a Product in Stripe

After setting up the Google Sheets trigger, the next step is to create a product in Stripe using Pabbly Connect. In the Action section of your workflow, select Stripe as your action application. Choose the action event as ‘Create Product’.

Connect your Stripe account to Pabbly Connect by clicking on ‘Connect’ and entering your Stripe API key. After establishing the connection, you will need to map the product details from Google Sheets to Stripe. This includes the product name, description, and type. Once all details are mapped, click on ‘Send Test Request’ to create the product.

Ensure that you have received a positive response indicating that the product is created. Take note of the Product ID for the next step.

After successfully creating the product, you can check your Stripe account to confirm that the product appears in your product catalog.

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5. Creating Price and Payment Link in Stripe

With the product created, the next step is to set a price for it. In Pabbly Connect, add another action step, selecting Stripe again and choosing ‘Create Price’ as the action event. Map the Product ID from the previous step and set the unit amount based on your product’s pricing details.

Once the price is created, you can proceed to create a payment link. Add one more action step in Pabbly Connect, selecting Stripe and choosing ‘Create Payment Link’ as the action event. Here, provide the necessary details including shipping address collection and completion messages. Map the price ID and quantity from previous steps.

Ensure all required fields are filled correctly. Click on ‘Save’ and then ‘Send Test Request’ to create the payment link.

Once you receive a positive response, you will have successfully created a payment link for your product using Pabbly Connect.

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Conclusion

In this tutorial, you learned how to create a Stripe payment link using Pabbly Connect by integrating Google Sheets and Stripe. By following the outlined steps, you can automate the payment process for new products efficiently.

Learn how to set up a webhook inside OptinMonster using Pabbly Connect for seamless data integration. Follow this step-by-step tutorial for easy setup. 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. Setting Up Webhook Inside OptinMonster Using Pabbly Connect

In this section, we will explore how to set up a webhook inside OptinMonster using Pabbly Connect. A webhook acts as a bridge connecting applications to deliver data as events occur. To begin, access your Pabbly Connect dashboard.

Search for OptinMonster in the trigger applications. Select OptinMonster, and then choose the trigger event as ‘New Lead’. This means every time a new lead is added to your campaign, Pabbly Connect will capture this data seamlessly.

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2. Copying the Webhook URL from Pabbly Connect

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is essential for linking your OptinMonster account with Pabbly Connect. Make sure to read the instructions provided to understand how to implement this URL correctly. using Pabbly Connect

Now, navigate to your OptinMonster account. Here’s a quick overview of the steps you need to follow:

• Go to your OptinMonster dashboard.
• Select the campaign you created.
• Click on ‘Edit Campaign’ and navigate to ‘Integrations’.

Once you are in the integrations section, add a new integration and select ‘Webhook’. This is where you will paste the webhook URL you copied from Pabbly Connect, allowing for the integration to function properly.

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3. Connecting the Webhook in OptinMonster

To connect the webhook in OptinMonster, you will need to name your webhook. In this case, name it ‘Connection Webhook’. After naming it, paste the webhook URL from Pabbly Connect into the provided field.

Next, click on ‘Connect to Webhook’. This action establishes a connection between OptinMonster and Pabbly Connect. You will see a confirmation message indicating that the webhook has been successfully added to your campaign.

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4. Testing the Webhook Submission

After successfully connecting the webhook, it’s time to test the submission. Go back to your Pabbly Connect dashboard and look for the test response section. It will indicate that it is waiting for a webhook response.

Now, submit the form in your OptinMonster campaign to trigger the webhook. Fill in the required fields, such as name, email address, and phone number, and click on ‘Subscribe’. This action will generate a lead in your OptinMonster account and send the data to Pabbly Connect.

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5. Verifying Lead Creation in OptinMonster and Pabbly Connect

Once you have submitted the form, check your OptinMonster account under the leads section. You should see the new lead created with the details you provided during the form submission. This confirms that the integration is working correctly.

Now, return to Pabbly Connect to verify that the lead details have been captured. You will find a positive response with all relevant information, including the lead’s name, email address, and phone number. This means the webhook setup has been successful, and data is flowing seamlessly between OptinMonster and 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, setting up a webhook inside OptinMonster using Pabbly Connect allows for efficient data transfer between applications. By following the steps outlined in this tutorial, you can easily automate lead capture and enhance your marketing efforts.

Learn how to automatically delete Monday.com items for cancelled Calendly appointments using Pabbly Connect with this step-by-step tutorial. 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. Introduction to Pabbly Connect for Integration

In this tutorial, you will learn how to use Pabbly Connect to delete a Monday.com item when a Calendly appointment is cancelled. This integration automates your workflow, ensuring that your Monday.com items reflect the current status of appointments.

To start, access Pabbly Connect by visiting its homepage. You can sign up for a free account or log in if you’re an existing user. Once logged in, you will be ready to create a workflow that connects Calendly and Monday.com.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will need to name your workflow, such as ‘Delete Monday.com Item for Cancelled Calendly Appointment.’ After naming, select a folder to save your workflow.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two sections: Trigger and Action, which are essential for automation.

With your workflow created, you can now set up the trigger and action for your integration. This involves selecting Calendly as your trigger application and Monday.com as your action application.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Calendly as your trigger application and choose ‘Invite Cancelled’ as the trigger event. Click on ‘Connect’ to link your Calendly account with Pabbly Connect.

Make sure you are logged into your Calendly account for a smooth connection. After establishing the connection, select your organization ID and user. Once done, click on ‘Save and Send Test Request’ to test the trigger.

• Cancel an appointment in your Calendly account to generate a test response.
• Check Pabbly Connect for the successful response which includes details like resource email and name.

This step confirms that your trigger is set up correctly and ready for the next action.

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4. Setting Up the Action in Pabbly Connect

Next, you will set up the action in Pabbly Connect. Select Monday.com as the action application and choose ‘Search Item by Column Value’ as the action event. Connect your Monday.com account by clicking on ‘Connect’ and follow the instructions to enter your API token.

Once connected, select the board you created in Monday.com for this integration. Choose the column that contains the email address for searching the item. Map the email address from the Calendly response to dynamically link the two applications.

Set the limit for the search to 1 to find the specific item. Click on ‘Save and Send Test Request’ to verify the search action.

After successfully receiving a response, you can proceed to set up the next action step to delete the identified item.

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5. Deleting the Item in Pabbly Connect

The final step involves deleting the item from Monday.com using Pabbly Connect. Again, select Monday.com as the action application and choose ‘Delete Item’ as the action event. Use the existing connection to link your account.

For the board ID, select the same board as before and map the Item ID from the previous action step response. This ensures that the correct item is deleted based on the cancelled appointment.

Click ‘Save and Send Test Request’ to execute the deletion. Check your Monday.com account to confirm the item has been successfully deleted.

With this, your automation is complete, and you can test it by cancelling another appointment in Calendly to see if the item is removed from Monday.com.

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Conclusion

This tutorial has guided you through using Pabbly Connect to delete a Monday.com item when a Calendly appointment is cancelled. By automating this process, you can maintain accurate records in your Monday.com account effortlessly.

Learn how to create a GetResponse contact on Instamojo Sale using Pabbly Connect in this detailed tutorial. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a GetResponse contact on Instamojo Sale, you will need to access Pabbly Connect. This platform is essential for automating the integration process between your Instamojo account and GetResponse.

Start by visiting the Pabbly Connect homepage. If you are a new user, click on the ‘Sign Up Free’ option to create an account. Existing users should click on ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will need to name your workflow, for example, ‘Create GetResponse Contact on Instamojo Sale’. Select a folder to save your workflow, such as ‘Contacts’.

• Click on the ‘Create’ button to finalize your workflow setup.
• Your workflow will consist of a trigger (Instamojo) and an action (GetResponse).

After creating the workflow, you will be prompted to set up the trigger. This is where Pabbly Connect captures the event from Instamojo, which will trigger the action of creating a contact in GetResponse.

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3. Setting Up the Trigger with Instamojo

In the workflow, select Instamojo as your trigger application and choose the event ‘New Sale’. This means that every time a new sale is made in your Instamojo account, Pabbly Connect will capture the details.

You will receive a webhook URL from Pabbly Connect. Copy this URL and go to your Instamojo account to set it up. In your product settings, find the option for Webhook URL and paste the URL you copied from Pabbly Connect.

• Select your product in Instamojo and scroll down to find the Webhook URL option.
• Paste the webhook URL and click ‘Save’ to complete the setup.

Now that the trigger is set up, Pabbly Connect will wait for a response when a sale is made, allowing you to proceed to the next steps.

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4. Testing the Trigger and Setting Up the Action

To test the trigger, you need to make a test sale in your Instamojo account. Go to your product checkout page, select a product, and fill in the customer information including email and phone number. After completing the payment, Pabbly Connect should receive the webhook response.

Once the test sale is successful, head back to Pabbly Connect to confirm that the data from the sale has been captured. You should see the buyer’s details such as name, email, and phone number.

Make sure to fill in all necessary fields during the test sale. Check for successful webhook response in Pabbly Connect.

With the trigger tested successfully, you can now set up the action to create a new contact in GetResponse using the details captured from the sale.

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5. Creating GetResponse Contact Using Pabbly Connect

In the action step, select GetResponse as your application and choose ‘Create a Contact’ as the action event. This will ensure that every new sale in Instamojo results in a new contact being created in your GetResponse account.

To connect GetResponse with Pabbly Connect, you will need your API key. Click on ‘Add New Connection’ and follow the instructions to generate your API key from GetResponse. Once generated, copy it and paste it into Pabbly Connect.

Select your campaign list in GetResponse where contacts will be added. Map the buyer’s name and email from the webhook response to the corresponding fields in GetResponse.

After mapping the fields, click on ‘Save and Send Test Request’ to finalize the setup. If successful, you will see the new contact created in GetResponse, confirming that your integration works perfectly through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to create a GetResponse contact on Instamojo Sale using Pabbly Connect. By following the steps outlined, you can automate your sales workflow efficiently. This integration allows for seamless data transfer between Instamojo and GetResponse, enhancing your marketing efforts.

Learn how to integrate Facebook leads with Salesforce CRM using Pabbly Connect in this detailed step-by-step tutorial. Perfect for health insurance leads! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Salesforce CRM, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/c/connect’. This user-friendly platform allows you to automate workflows without any coding skills.

Once on the landing page, you have two options: sign in if you are an existing user or sign up for free to explore the app with 100 tasks per month. Click on ‘Access Now’ to enter the dashboard and begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

To create the workflow for adding Facebook leads to Salesforce, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow; enter ‘Add Health Insurance Facebook Leads to Salesforce’ and select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up the trigger and action for your automation.

Remember, the trigger indicates an event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be ‘Facebook Lead Ads’ and the action will be ‘Salesforce’. This setup allows Pabbly Connect to automate the process seamlessly.

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3. Setting Up Facebook Lead Ads as Trigger

In the workflow, select ‘Facebook Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’ to ensure that Pabbly Connect captures leads immediately when they are generated. Click on ‘Connect’ to establish the connection. using Pabbly Connect

If you haven’t previously connected your Facebook Lead Ads account, you’ll need to add a new connection. Select your Facebook account and proceed by clicking ‘Continue’. After connecting, specify your Facebook page and lead form to ensure that only relevant leads are captured.

• Select the page named ‘Health Covers’.
• Choose the lead gen form associated with your health insurance ads.

After selecting the appropriate options, click ‘Save and Send Test Request’. Pabbly Connect will wait for a webhook response, so you will need to perform a test submission to proceed.

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4. Performing Test Submission for Facebook Leads

To test the integration, open a new tab and navigate to the Meta for Developers website. From there, go to ‘More’ and select ‘Tools’, then find the ‘Lead Ads Testing Tool’. This tool will allow you to create a test lead that Pabbly Connect can capture. using Pabbly Connect

In the testing tool, select your page ‘Health Covers’ and the corresponding lead form. Fill in the required details such as first name, last name, email, company name, and phone number. After entering these details, click ‘Continue’ and then submit.

First Name: Demo Last Name: User Email: [email protected] Company Name: Pabbly Phone Number: 1234567890

After submitting, return to your Pabbly Connect workflow to verify that the lead details have been captured successfully. You should see the information you entered in the test submission.

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5. Adding Salesforce as the Action Application

Next, you will set up Salesforce as the action application in your workflow. Search for ‘Salesforce’ and select it as your action application. For the action event, choose ‘Create Lead’ to add the captured lead details to your Salesforce account. using Pabbly Connect

Click on ‘Connect’ to establish the connection with Salesforce. If you haven’t connected your Salesforce account before, you will need to add a new connection and allow Pabbly Connect the necessary permissions to access your Salesforce data.

Map the details from the test lead submitted earlier. Ensure that fields such as first name, last name, email, and phone number are correctly mapped.

Click on ‘Save and Send Test Request’ to finalize the setup. You should receive a confirmation that a new lead has been successfully created in Salesforce. Verify by checking your Salesforce account for the new lead entry.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook leads with Salesforce CRM. By following the steps outlined, you can automate the process of adding health insurance leads to your Salesforce account effectively. This integration streamlines your workflow and enhances lead management.

Learn how to integrate YouTube Analytics with Google Sheets using Pabbly Connect to track your YouTube channel’s performance effortlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for YouTube Analytics Integration

To keep track of YouTube analytics with Google Sheets, you 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 receive 100 tasks monthly. After signing in, navigate to the dashboard and click on ‘Access Now’ for Pabbly Connect.

Once in Pabbly Connect, click on ‘Create Workflow’. You’ll be prompted to name your workflow. Enter a name like ‘How to Keep Track of YouTube Analytics with Google Sheets’ and select a folder to save it in. This sets the foundation for integrating YouTube Analytics with Google Sheets through Pabbly Connect.

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2. Setting Up the Trigger for YouTube Analytics

In the workflow window, you need to set up a trigger. For this integration, select ‘Schedule by Pabbly’ as your trigger application. This allows the workflow to run daily, fetching the latest YouTube analytics. You will then choose how often to run the workflow, set it to ‘Every Day,’ and select a time, for example, 11:30 AM.

• Select the trigger application as ‘Schedule by Pabbly’.
• Set the frequency to ‘Every Day’.
• Choose the time for the trigger, e.g., 11:30 AM.

Before saving, ensure that your account time zone is set to ‘Asia/Kolkata’. After confirming the settings, click on ‘Save’. You will see a confirmation that the trigger is successfully set up, enabling Pabbly Connect to fetch data from YouTube daily.

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3. Configuring Action Steps to Retrieve YouTube Analytics

Next, configure the action step to fetch data from YouTube. Select ‘YouTube’ as your action application and choose the action event as ‘Get Channel Stats’. This step is crucial as it allows Pabbly Connect to gather the latest analytics for your YouTube channel.

You will need to connect your YouTube account to Pabbly Connect. If you have an existing connection, select it; otherwise, click on ‘Add a New Connection’. Follow the prompts to grant Pabbly Connect access to your YouTube account by selecting your Gmail account and allowing the necessary permissions.

• Choose ‘YouTube’ as the action application.
• Select ‘Get Channel Stats’ as the action event.
• Connect your YouTube account by allowing access.

After successfully connecting, you will need to enter your YouTube Channel ID. You can find this ID in your YouTube account. Copy the ID and paste it into the corresponding field in Pabbly Connect. Click on ‘Save and Send Test Request’ to verify if the data is fetched correctly.

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4. Adding YouTube Analytics to Google Sheets

Now that you have retrieved your YouTube analytics, the next step is to save this data in Google Sheets. Select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as the action event. This will allow you to input the fetched data into your specified Google Sheet.

Just like before, connect your Google Sheets account to Pabbly Connect. If you already have a connection, select it; otherwise, click on ‘Add a New Connection’ and follow the prompts. Once connected, select the spreadsheet named ‘YouTube Channel Analytics’ and the sheet named ‘Sheet1’ where the data will be stored.

Choose ‘Google Sheets’ as the action application. Select ‘Add New Row’ as the action event. Map the fields according to the data fetched from YouTube.

Map the data fields such as date, views, subscribers, and video count from the previous steps. This dynamic mapping ensures that each time the workflow runs, the latest data updates in Google Sheets. Click on ‘Save and Send Test Request’ to finalize the setup.

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5. Finalizing the Workflow and Testing

With all action steps configured, it’s time to finalize your workflow. Review all settings to ensure accuracy. Once confirmed, run a test to verify that the data is correctly added to Google Sheets. Open your Google Sheet to check if the latest YouTube analytics data is displayed properly.

If everything is set up correctly, you will see the latest data reflecting in your Google Sheet, including the date, views, subscribers, and video count. This successful integration demonstrates how Pabbly Connect facilitates seamless data transfer between YouTube Analytics and Google Sheets.

In summary, this workflow automates the tracking of your YouTube analytics by pulling data from YouTube and storing it in Google Sheets daily. By using Pabbly Connect, you can efficiently manage and analyze your YouTube channel’s performance without manual input.

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Conclusion

In conclusion, using Pabbly Connect to integrate YouTube Analytics with Google Sheets allows you to effortlessly track your channel’s performance. This automation saves time and enhances your ability to analyze data effectively.

Learn how to integrate ConvertBox with Microsoft Excel using Pabbly Connect to automatically add form responses to your Excel sheets. 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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Accessing Pabbly Connect for Integration

To begin integrating ConvertBox form responses with Microsoft Excel, start by accessing Pabbly Connect. Open your web browser and search for ‘Pabbly.com connect’ to reach the Pabbly Connect landing page.

Once on the landing page, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, choose ‘Sign Up for Free’ to get 100 tasks free every month. Existing users should click on ‘Sign In’ to proceed to their dashboard.

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Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will need to name your workflow. For this integration, name it ‘How to Add ConvertBox Form Responses in Microsoft Excel.’ This name helps identify the purpose of the workflow. using Pabbly Connect

Once you click ‘Create,’ you will enter the workflow window, which is crucial for setting up your integration. In this window, you will set up a trigger and an action. The trigger will be set to ConvertBox, and the action will be set to Microsoft Excel, enabling the flow of data.

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Setting Up the Trigger for ConvertBox

Now, you will select ConvertBox as the trigger application. Search for ‘ConvertBox’ and select it. For the trigger event, choose ‘New Lead Submission.’ This selection ensures that every time a new form response is submitted, it triggers the workflow. using Pabbly Connect

Pabbly Connect will then generate a webhook URL. Copy this URL, as you will need it for the next steps in your ConvertBox account. This URL serves as a connection point between ConvertBox and Pabbly Connect.

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Configuring ConvertBox with Pabbly Connect

Log in to your ConvertBox account and locate the form you want to integrate. Click on ‘Edit’ for that form, then navigate to ‘Form Settings.’ Here, go to ‘Integrations’ and select ‘Add Integrations.’ using Pabbly Connect

• Choose ‘Webhooks’ as the integration type.
• Paste the webhook URL copied from Pabbly Connect.
• Click ‘Add Integration’ to finalize this step.

After adding the integration, click ‘Save’ and proceed through the next prompts until you reach the dashboard. Your ConvertBox form is now successfully integrated with Pabbly Connect, and the system will wait for a webhook response.

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Finalizing Integration with Microsoft Excel

Now that your ConvertBox is set up, it’s time to configure Microsoft Excel as the action application in Pabbly Connect. Search for ‘Microsoft Excel’ and select it. For the action event, choose ‘Add Row to Worksheet.’ This setup ensures that each new form submission will automatically add a new row in your Excel sheet. using Pabbly Connect

Click on ‘Connect’ and choose to create a new connection. Accept the permissions requested by Pabbly Connect to access your Excel files securely. Once connected, you will need to specify the workbook and worksheet names where the data will be added.

• Enter the workbook name (e.g., ‘Convert Box’).
• Select the worksheet (e.g., ‘Sheet1’).
• Map the fields from ConvertBox to Excel (e.g., Name, Email, Address).

After mapping the fields, click ‘Save and Send Test Request.’ This action will test the integration by sending a sample submission to your Excel sheet. If successful, you will see the new data reflected in your Excel file.

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Conclusion

In summary, using Pabbly Connect allows seamless integration between ConvertBox and Microsoft Excel. By following the outlined steps, you can automate the process of adding form submissions directly to your Excel sheets, enhancing efficiency and productivity.

Learn how to integrate ConvertBox Form Submission with Elastic Email using Pabbly Connect for seamless automation. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for ConvertBox Form Submission

The first step in automating ConvertBox Form Submission is to set up Pabbly Connect. This application will serve as the bridge between ConvertBox and Elastic Email. After logging into your Pabbly Connect account, you will need to create a new workflow.

To do this, click on the ‘Create Workflow’ button located in the top right corner. In the dialog box that appears, give your workflow a name such as ‘Create Elastic Email Contact on ConvertBox Form Submission’ and select a folder for organization. Once done, click on the ‘Create’ button to proceed.

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2. Selecting ConvertBox as the Trigger Application

Next, you will need to select ConvertBox Form Submission as your trigger application. This is crucial as it will initiate the workflow every time a new form submission occurs. Choose ‘ConvertBox’ from the list of applications and select the ‘New Lead Submission’ trigger event.

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

After copying the webhook URL, navigate back to your ConvertBox account. In your form settings, go to the ‘Actions’ section, select ‘Integrations,’ and then choose ‘Webhooks.’ Paste the copied URL into the designated field. This will connect your ConvertBox form to Pabbly Connect, allowing it to capture submissions.

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3. Testing the Connection Between ConvertBox and Pabbly Connect

Now that you have set up the webhook, it’s time to test the connection. Go back to your ConvertBox form and fill in a test submission with dummy data. Ensure you include fields such as first name, last name, and email address. After submitting the form, return to Pabbly Connect. using Pabbly Connect

In Pabbly Connect, you should see the response from the ConvertBox form submission. This response confirms that the connection is successful. You will see all the details you entered in the test submission, which verifies that Pabbly Connect is capturing the data correctly.

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4. Creating an Action in Elastic Email

The next step is to set up the action, which will be creating a contact in Elastic Email. Select Elastic Email as your action application in Pabbly Connect. Choose the ‘Create Contact’ action event, which will allow you to add new contacts based on the form submissions.

• Select Elastic Email as the action application.
• Choose ‘Create Contact’ as the action event.
• Map the fields from ConvertBox to Elastic Email.

When mapping fields, ensure you include essential details such as email, first name, and last name. After mapping all required fields, click the ‘Save and Send Test Request’ button to verify that a new contact is created in your Elastic Email account.

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5. Finalizing the Automation Process

After successfully testing the action, you are ready to finalize your automation process. Ensure all settings are correct and that your workflow is active. Pabbly Connect will now automatically create a new contact in Elastic Email each time there is a submission on your ConvertBox form. using Pabbly Connect

To confirm everything is functioning correctly, you can perform another test submission on your ConvertBox form. Check your Elastic Email account to see if the new contact appears as expected. This final test ensures that your automation is working seamlessly.

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 summary, this detailed tutorial has guided you through the process of integrating Pabbly Connect with ConvertBox Form Submission and Elastic Email. By following these steps, you can automate your contact creation process efficiently.

Learn how to integrate Facebook leads into Google Sheets and automate emails and WhatsApp messages using Pabbly Connect in this detailed tutorial. 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 Integration

To start integrating Facebook leads into Google Sheets, you need to access Pabbly Connect. Visit the Pabbly website and either sign in or sign up for a free account. New users can enjoy 100 free tasks every month.

Upon signing in, navigate to the dashboard and select Pabbly Connect. Click on the button labeled ‘Create Workflow’ to begin setting up your automation. Name your workflow appropriately, such as ‘Facebook Leads to Google Sheets,’ and select the folder for saving.

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2. Setting Up the Trigger with Facebook Lead Ads

In this section, we will set up the trigger using Facebook Lead Ads, which will initiate the workflow whenever a new lead is generated. Select Facebook Lead Ads as the trigger application.

• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account by adding a new connection.
• Select the specific Facebook page and lead form you wish to use.

After completing these steps, click ‘Save and Send Test Request.’ This will prompt you to submit a test lead using the Meta for Developers tool to capture the response in Pabbly Connect.

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3. Adding Google Sheets as an Action Step

Once the trigger is set, the next step is to add Google Sheets as an action application. This allows the details of the new lead to be automatically added to a specified Google Sheet.

Select Google Sheets as your action application and choose ‘Add New Row’ as the action event. Connect your Google Sheets account by providing the necessary permissions. After connecting, select the specific spreadsheet and sheet where you want to store the leads.

• Map the lead details such as name, email, and phone number from the trigger step.
• Add a date field using Pabbly’s DateTime Formatter to include the current date in your sheet.

After mapping the necessary fields, click ‘Save and Send Test Request’ to confirm that the data is correctly added to your Google Sheet via Pabbly Connect.

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4. Sending Automated Emails and WhatsApp Messages

To enhance communication with your leads, the next steps involve sending automated emails and WhatsApp messages. Start by selecting Gmail as your action application. using Pabbly Connect

Choose ‘Send Email’ as the action event and connect your Gmail account. Map the recipient’s email address from the lead details and customize the email content, including a personalized greeting using the lead’s name.

Enter a subject line and email content that reflects your message. Click ‘Save and Send Test Request’ to send the email.

Next, add another action step for WhatsApp using WhatsApp Cloud API. Choose ‘Send Template Message’ as the action event and connect your WhatsApp account. Map the lead’s phone number and customize the message template to include the lead’s name for personalization.

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5. Testing and Verifying the Workflow

After setting up all actions, it’s crucial to test the entire workflow to ensure everything functions correctly. Start by submitting a test lead through the Facebook Lead Ads testing tool.

Monitor your Google Sheets, Gmail, and WhatsApp to confirm that the lead’s details are recorded, the email is sent, and the WhatsApp message is received. Each action should reflect the correct data as per the test submission.

Review the workflow in Pabbly Connect to ensure each step is properly connected. If everything is successful, you have successfully integrated Facebook leads into Google Sheets and automated email and WhatsApp communications.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Facebook leads into Google Sheets while automating emails and WhatsApp messages. By following the steps outlined, you can streamline your lead management process effectively.

Learn to integrate Facebook Ad Campaign Insights into Google Sheets using Pabbly Connect for efficient automation and data management. 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 Automation

To start adding Facebook Ad Campaign insights into Google Sheets, we first need to access Pabbly Connect. Open your browser and visit the Pabbly Connect website to sign in or create a new account.

If you’re new to Pabbly Connect, click on the ‘Sign Up Free’ button. This allows you to set up a free account, which includes 100 free tasks every month. Existing users can simply log in to their accounts.

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2. Creating a Workflow in Pabbly Connect

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow something like ‘Facebook Ad Insights to Google Sheets’. This naming helps you identify the workflow later on. using Pabbly Connect

• Click on ‘Create’ to open the workflow.
• You will see two windows: the Trigger window and the Action window.
• Select ‘Schedule by Pabbly’ in the Trigger window to set the automation interval.

In the schedule settings, choose to run your workflow at a regular interval, like every 30 minutes. This ensures that your Google Sheets are updated in real-time with the latest Facebook Ad insights.

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3. Setting Up Facebook Ad Insights in Pabbly Connect

Next, we will configure the action step to fetch insights from Facebook Ads. In the Action window, select ‘Facebook Ads Insights’ from the app list. Choose the action event as ‘Get Ad Object Insights with Date Preset’. using Pabbly Connect

Now, you need to enter the Ad Object ID, which can be found in your Facebook Ads Manager. Copy the specific campaign or ad set ID from the URL and paste it into Pabbly Connect. You will also need to specify the date preset, like ‘Today’, to fetch current insights.

• Enter your Facebook Ad Account ID with the prefix ‘act_‘ if fetching account insights.
• Make sure to generate and enter your Facebook access token for authentication.
• After configuration, click on ‘Save and Send Test Request’ to fetch insights.

Once the test request is successful, you will see the ad insights received from Facebook, including metrics like impressions and clicks.

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4. Adding Insights to Google Sheets Using Pabbly Connect

After successfully fetching insights, the next step is to send this data to Google Sheets. In the Action window, select ‘Google Sheets’ and choose the action event ‘Add New Row’.

Connect your Google Sheets account with Pabbly Connect by clicking on ‘Sign in with Google’. Choose the spreadsheet where you want to add the insights, and select the specific sheet.

Map the fields from Facebook Ad insights to the corresponding columns in Google Sheets. Include fields like Date and Time, Campaign ID, CTR, Impressions, and more. After mapping, click on ‘Save and Send Test Request’ to ensure data is correctly added.

Upon successful execution, you will see a new row in your Google Sheets populated with the latest Facebook Ad insights.

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5. Conclusion

In this tutorial, we learned how to effectively use Pabbly Connect to automate the process of fetching Facebook Ad Campaign insights and adding them to Google Sheets. This integration ensures your ad performance data is up-to-date and easily accessible.

By following these steps, you can set up similar automations for various applications using Pabbly Connect, enhancing your workflow efficiency and data management capabilities.

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