Author: Rajpal Tomar

Learn how to integrate Shopify with Notion using Pabbly Connect. This detailed tutorial guides you through the automation process step-by-step. 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. Access Pabbly Connect for Integration

To start integrating Shopify with Notion, first, access Pabbly Connect by visiting its homepage. Here, you have 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.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. This platform is essential for automating the process of syncing updates between Shopify and Notion, allowing you to manage your product details seamlessly.

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2. Create a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow. For this integration, name it ‘Update Shopify Product from Notion Database’ and select a folder to save it in.

• Name your workflow appropriately.
• Select a folder for organization.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two windows for setting triggers and actions. In this case, the trigger will be Notion, and the action will be Shopify, enabling the automatic update of product details.

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3. Set Up Notion as the Trigger Application

In Pabbly Connect, select Notion as your trigger application. Choose the trigger event as ‘Update Database Item’. This event will initiate the workflow whenever there is an update in your Notion database.

To establish the connection, click on ‘Connect’ and select ‘Add New Connection’. Grant Pabbly Connect access to your Notion account by allowing access to the necessary pages. Once the connection is successful, select the database ID corresponding to your Shopify products.

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4. Set Up Shopify as the Action Application

Now, select Shopify as the action application in Pabbly Connect. Choose ‘Update Product’ as the action event. Click on ‘Connect’ and select ‘Add New Connection’ to build a connection with your Shopify account.

• Enter your Shopify store subdomain.
• Provide the Admin API access token after creating an app in Shopify.
• Save the connection and proceed.

After establishing the connection, you will need to input the product ID to update the corresponding product details in Shopify. This ID can be retrieved by mapping the title from the Notion response.

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5. Test the Integration and Verify Updates

To test your integration, make an update in your Notion database, such as changing a product price. After making the change, return to Pabbly Connect and click on ‘Save and Send Test Request’ to fetch the updated details.

If everything is set up correctly, you will receive a response with the updated product details. Check your Shopify store to confirm that the product has been updated with the new information. This ensures that the automation is functioning as intended.

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Conclusion

In this tutorial, we explored how to integrate Shopify with Notion using Pabbly Connect. By automating the process of updating product details, you can save time and ensure consistency across your platforms. This integration allows for seamless updates without the need for coding skills, making it accessible for everyone.

Learn how to integrate Year, Seconds, PAB, Emergency, Roots, Google, Gmail, Google Sheets, and more Using Pabbly Connect with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

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1. Understanding Date Time Formatter with Year and Seconds

Year and Seconds play a vital role in formatting dates in workflows. In this section, we will explore how to use the date time formatter to set specific conditions based on the current date and time. This allows for efficient automation in applications like PAB and Google Sheets. using Pabbly Connect

To begin, we will use the Date Time Formatter to fetch the current date. Here’s how you can set this up:

• Select the Date Time Formatter application.
• Choose the option to fetch the current date.

Once the current date is retrieved, you can then split it into Year, Month, and Day. This is essential for comparing with other date inputs in your workflow.

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2. Applying Filter Conditions in PAB Workflows

In this section, we will leverage PAB to apply filter conditions based on the formatted date. This is crucial when automating tasks that depend on specific date criteria, such as sending notifications or processing requests. using Pabbly Connect

To set up filter conditions, follow these steps:

• Select the Filter application from PAB.
• Map the date received from the form response to the current date.
• Set the filter type to ‘Equal To’ for the date comparison.

This filter will ensure that the workflow only continues if the exam date matches the current date. If the conditions are not met, the workflow will stop, ensuring only valid requests are processed.

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3. Automating Emergency Leave Requests

Emergency leave requests require timely processing based on the submitted time. Here, we will explore how to automate this process by using Google and Gmail applications in conjunction with PAB. using Pabbly Connect

To set up the automation for emergency leave requests, follow these steps:

Create a leave request form using J Form. Fetch the submission time and format it using Date Time Formatter. Use a filter to check if the submission time is before or at 9:00 AM.

If the time condition is met, an automated email will be sent to the employee confirming their leave request. If not, the request will be denied, ensuring compliance with company policies.

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4. Integrating Google Sheets for Order Management

Integrating Google Sheets allows for efficient order management, especially in e-commerce. In this section, we will calculate the duration between order placement and delivery dates using the Date Duration Calculator feature. using Pabbly Connect

Here’s how to set it up:

Connect Google Sheets to your workflow. Use the Date Duration Calculator to find the difference between order and delivery dates. Set filter conditions to determine if the delivery is on time or late.

This setup allows for automatic feedback to be generated in Google Sheets, helping teams to keep track of their order deliveries effectively.

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5. Conclusion: Efficient Integration with Year and Seconds

Integrating Year, Seconds, PAB, Emergency, Roots, Google, Gmail, and Google Sheets Using Pabbly Connect provides a streamlined approach to automating workflows. By following the steps outlined in this tutorial, you can effectively manage date-related tasks and enhance productivity.

Utilizing filters and the Date Time Formatter ensures that your workflows only proceed when necessary conditions are met, leading to better accuracy and efficiency in your processes.

Learn how to use Pabbly Connect to integrate Slack notifications for Pipi card updates. Step-by-step tutorial on setting up the automation process. 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 Integration

To begin the integration process using Pabbly Connect, first, navigate to the Pabbly Connect website. If you are a new user, you can sign up for a free account, allowing you to use 100 tasks every month.

Once logged in, you will see the dashboard displaying various applications. Click on Pabbly Connect to access the integration features. Here, you can create workflows that automate tasks between applications like Pipi and Slack.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button to initiate the process. A dialog box will appear asking for a workflow name.

• Name your workflow: ‘Send Slack Notification for Pipi Card Marked as Done’
• Select a folder to save the workflow.
• Click ‘Create’ to finalize the setup.

This workflow will allow you to set triggers and actions between Pipi and Slack, utilizing the power of Pabbly Connect to automate notifications.

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3. Setting Up the Trigger with Pipi

In this step, you will configure the trigger in your workflow. The trigger application will be Pipi, and the event will be set to ‘Card Done’. This means that whenever a card in Pipi is marked as done, it will trigger the action in Slack.

Click on the arrow next to the trigger section and select Pipi as the application. Then choose ‘Card Done’ as the trigger event. After this, click on the connect button to establish the connection.

• Log in to your Pipi account to generate a token.
• Copy the token and paste it into Pabbly Connect.
• Select the organization and pipe from your Pipi account.

Once the trigger is set, you can test it by marking a card as done in Pipi to see if Pabbly Connect captures the response correctly.

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4. Configuring the Action in Slack

Now that the trigger is set up, the next step is to configure the action in Slack. In this case, the action application will be Slack, and the event will be ‘Send Channel Message’. This action will send a notification to your designated Slack channel whenever a card is marked as done in Pipi.

Click on the arrow next to the action section and select Slack as the application. Then choose ‘Send Channel Message’ as the action event. Connect your Slack account by providing the necessary permissions to Pabbly Connect.

Select the channel where you want to send notifications. Compose your message, including dynamic fields from the Pipi trigger. Click ‘Save and Send Test Request’ to finalize the action.

After saving, you can test the integration by marking a card as done in Pipi and checking if the notification appears in your Slack channel, confirming the successful use of Pabbly Connect.

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5. Testing the Integration Between Pipi and Slack

Once both the trigger and action are set up, it’s time to test the integration. Go back to your Pipi account and update a card by marking it as done. This action should trigger the workflow you created in Pabbly Connect.

Check your Slack channel to see if the notification has been successfully sent. The message should include details about the card that was marked as done, confirming that the integration works as intended.

If everything is set up correctly, you will receive a notification in your Slack channel, indicating that the automation between Pipi and Slack is functioning perfectly through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate Slack notifications for Pipi card updates. By following the detailed steps, you can efficiently integrate these applications to enhance your workflow.

Learn how to automate Elementor form submissions into AI Table using Pabbly Connect in this step-by-step tutorial. 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 Integration

To start using Pabbly Connect, first visit the Pabbly Connect website. Sign in to your existing account or create a new one for free. New users get 100 free tasks every month, which is perfect for testing integrations.

Once logged in, you will see the dashboard displaying various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to begin setting up your workflow for integrating Elementor with AI Table.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process of adding Elementor form submissions into AI Table. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. using Pabbly Connect

• Name your workflow as ‘Add Elementor Form Response in AI Table’.
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you will see two sections: Trigger and Action. The Trigger step will determine when the action occurs, and in this case, it’s when a new form submission happens in Elementor.

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3. Setting Up the Trigger for Elementor Form Submissions

To set up the trigger, click on the arrow next to the Trigger application section and select ‘Elementor’ from the list. Then, choose ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to capture responses whenever a form is submitted.

Next, you will receive a unique webhook URL from Pabbly Connect. Copy this URL as it will be used to connect Elementor with Pabbly Connect. Open your Elementor form and navigate to the webhook settings.

• Scroll down to the Webhook section in your Elementor form settings.
• Paste the copied webhook URL into the designated field.
• Click on the ‘Update’ button to save your changes.

After updating the form, return to Pabbly Connect, and you will see it waiting for a webhook response. This indicates that the connection is ready for testing.

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4. Testing the Trigger and Setting Up the Action in Pabbly Connect

Now, it’s time to test the trigger. Fill out your Elementor form with dummy data and submit it. Once the form is submitted successfully, go back to Pabbly Connect to check if the response has been captured.

If the response appears in Pabbly Connect, it means the connection is successful. Now, we need to set up the Action step. In the Action application section, select ‘AI Table’ and choose ‘Create a Record’ as the action event.

Click on ‘Connect’ to establish a connection between Pabbly Connect and AI Table. Provide the API token from your AI Table account to complete the connection. Select the appropriate space and data sheet where you want to store the form responses.

After setting up the Action step, map the fields from the Elementor form to the corresponding fields in AI Table. This ensures that the data flows correctly from the form submissions to your AI Table records.

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5. Finalizing the Integration in Pabbly Connect

Once you have mapped all necessary fields, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send the test data to AI Table, creating a new record based on the form submission.

To verify the integration, check your AI Table account to confirm that the new record has been created successfully. If everything is set up correctly, you should see the data from your Elementor form reflected in AI Table.

Repeat the test submission process with different data to ensure that the integration works consistently. This process demonstrates how Pabbly Connect effectively bridges Elementor and AI Table, allowing for seamless data management.

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Conclusion

In this tutorial, we explored how to integrate Elementor form submissions into AI Table using Pabbly Connect. By following these steps, you can automate data collection and streamline your workflow efficiently.

Learn how to automate invoice creation in Wave from JotForm submissions using Pabbly Connect. Follow this 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

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1. Accessing Pabbly Connect for Integration

To start integrating JotForm with Wave, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Begin by visiting the Pabbly Connect website and signing in or creating a new account.

Once logged in, navigate to the dashboard. Here, you will see options to create new workflows. Click on the ‘Create Workflow’ button to initiate the setup process. This is where the integration magic happens, connecting JotForm and Wave through Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow that links JotForm submissions to Wave invoices. Start by naming your workflow, for instance, ‘Create Wave Invoice on JotForm Submission.’ This helps in identifying the workflow later.

• Click on the ‘Create Workflow’ button.
• Select the folder where you want to save this workflow.
• Choose JotForm as the trigger application.

After setting the trigger application, you need to select the trigger event, which will be ‘New Response’ from JotForm. This event will activate every time a new form submission occurs. By using Pabbly Connect, you ensure that each submission is automatically processed to create an invoice in Wave.

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3. Connecting JotForm to Pabbly Connect

Now, it’s time to connect JotForm to your workflow using the webhook URL provided by Pabbly Connect. This URL acts as a bridge between JotForm and Pabbly Connect.

To do this, copy the webhook URL from Pabbly Connect and go to your JotForm account. Open the form you want to connect, navigate to the Settings tab, and select Integrations. Search for Webhooks and paste the copied URL there. Complete the integration to establish the connection.

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4. Setting Up Wave for Invoice Creation

After connecting JotForm, the next step is to set up Wave in your Pabbly Connect workflow. Select Wave as the action application and choose the action event as ‘Create Invoice’. This action will execute after a JotForm submission is received.

To create an invoice, you must map the relevant fields from the JotForm submission response to the invoice fields in Wave. This includes customer details such as name, email, product name, and quantity. Using Pabbly Connect, ensure that all details are accurately mapped to facilitate seamless invoice creation.

• Map customer email from JotForm to Wave.
• Map product details including quantity and price.
• Ensure the invoice title is set correctly.

By carefully mapping these fields in Pabbly Connect, you ensure that invoices are generated with the correct information directly from JotForm submissions.

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5. Testing and Verifying the Integration

Once everything is set up, it’s essential to test the integration. Submit a test order through your JotForm to see if the invoice is created in Wave as expected. Check the invoices section in your Wave account to verify that the new invoice appears with the correct details.

If the invoice is created successfully, your integration is working correctly. If not, revisit your workflow in Pabbly Connect to troubleshoot any mapping issues or connection problems. This testing phase is crucial for ensuring that your automation is reliable and effective.

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Conclusion

In this tutorial, we explored how to automate the creation of Wave invoices from JotForm submissions using Pabbly Connect. By following the outlined steps, you can streamline your invoicing process and enhance efficiency. This integration not only saves time but also reduces the chances of errors in manual data entry.

Learn how to share Instagram posts to WordPress seamlessly using Pabbly Connect. Step-by-step tutorial for effective integration with images. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for Instagram to WordPress Integration

To share Instagram posts to WordPress, you must first access Pabbly Connect. Start by typing ‘Pabbly.com/c/connect’ in your browser. This will take you to the Pabbly Connect homepage where you can sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account and receive 100 free tasks every month. Existing users can simply sign in. Once logged in, navigate to the ‘All Applications’ page and select Pabbly Connect to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow; for this tutorial, name it ‘Share Instagram Post to WordPress with Images’.

• Choose a folder to save the workflow, such as ‘Instagram to WordPress Automation’.
• Click ‘Create’ to proceed to the trigger and action setup.

Now you are on a critical window to set up your trigger and action. The trigger application will be Instagram, and the action application will be WordPress, enabling the automation process using Pabbly Connect.

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3. Setting Up Instagram Trigger in Pabbly Connect

To set up your trigger, select ‘Instagram for Business’ as the trigger application. The trigger event should be set to ‘New Media Posted’. This event will monitor your Instagram account for any new posts.

Next, click on ‘Connect’ to establish a connection between your Instagram account and Pabbly Connect. You will be prompted to authorize the connection. Once authorized, Pabbly Connect will fetch the latest media from your Instagram account every 10 minutes.

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4. Setting Up WordPress Action in Pabbly Connect

After setting up the Instagram trigger, it’s time to configure the action. Select ‘WordPress’ as the action application and choose ‘Create a New Post’ as the action event. This will allow Pabbly Connect to create a new post on your WordPress site whenever a new Instagram post is made.

To establish the connection, click on ‘Connect’ and enter your WordPress username, password, and base URL. For the base URL, navigate to your WordPress account to copy it. Once all details are entered, click ‘Save’. This connects your WordPress account to Pabbly Connect.

• Ensure that the post type is set to ‘Post’.
• Map the post title and content from the Instagram response.

By mapping these fields correctly, Pabbly Connect ensures that every new Instagram post is accurately reflected in your WordPress account.

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5. Testing the Automation with Pabbly Connect

With the trigger and action set up, it’s time to test the automation. Create a new post on your Instagram account and include an image. After posting, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will fetch the latest Instagram post details.

Once the test request is successful, you should see the new post details, including the image URL and caption. Finally, check your WordPress account to confirm that the post has been created successfully. This demonstrates how Pabbly Connect effectively automates sharing Instagram posts to WordPress.

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Conclusion

In this tutorial, we explored how to share Instagram posts to WordPress using Pabbly Connect. By following these steps, you can automate your posting process, ensuring that your Instagram content reaches your WordPress audience seamlessly. Enjoy the benefits of this integration!

Learn how to integrate Fluent CRM with Pabbly Connect using Pabbly Connect through webhooks in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Accessing Pabbly Connect for Integration

To start integrating Fluent CRM with Pabbly Connect, first, access Pabbly Connect by visiting the Pabbly website. You can sign in if you are an existing user or sign up for free to get started. Signing up gives you access to 100 tasks free every month, which is ideal for testing your integrations.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on the button labeled ‘Access Now’ under Pabbly Connect to proceed. This will take you to the workflow creation area where you can start setting up your automation.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will then be prompted to enter a name for your workflow and select a folder to save it in. For this example, name the workflow ‘Fluent CRM Integration’.

• Name your workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to proceed.

After creating the workflow, you will be directed to the workflow window where you can set up triggers and actions. This is where Pabbly Connect will enable the integration between Fluent CRM and the applications you are using.

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3. Setting Up a Webhook Trigger in Pabbly Connect

For the trigger in your workflow, select ‘Webhook by Pabbly’. This will allow you to capture data whenever a new response is received. After selecting the trigger, choose the event ‘Catch Webhook’. You will be provided with a Webhook URL. using Pabbly Connect

Copy this Webhook URL as it will be used to connect to the Pabbly Form Builder. Navigate to the Pabbly Form Builder application and create a new webhook. Paste the copied URL into the designated field and save it. A green dot will indicate that the connection is successful.

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4. Testing the Webhook Integration

To ensure that the integration works correctly, conduct a test submission using the form linked to your Webhook URL. Fill in the required fields such as first name, last name, email, and phone number, then submit the form.

• Open the form in Pabbly Form Builder.
• Fill in the form with dummy data.
• Click ‘Submit’ to send the data.

Return to your workflow in Pabbly Connect to check if the response has been captured. If successful, you will see the details populated in the workflow, confirming that the trigger is working correctly.

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5. Creating a Contact in Fluent CRM

In this final step, select Fluent CRM as the action application in your workflow. Choose the action event ‘Create Contact’. You will need to establish a connection to your Fluent CRM account by entering the site URL, username, and password for the manager you created. using Pabbly Connect

Once the connection is made, map the fields from the trigger to the action. This means linking the first name, last name, email, and phone number from the Webhook response to the corresponding fields in Fluent CRM. After mapping the data, click ‘Save and Send Test Request’ to create the contact.

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Conclusion

In summary, this tutorial demonstrated how to integrate Fluent CRM with Pabbly Connect using Pabbly Form Builder through webhooks. By following these steps, you can automate the process of creating contacts in Fluent CRM, enhancing your workflow efficiency significantly.

Learn how to automate customer feedback collection using Trigger, URL, and Gmail integration with Google Sheets in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Trigger Integration with Google Sheets

To optimize customer feedback, the first step is to set up the Trigger integration with Google Sheets. This allows you to capture details of new sales orders automatically. Each time you add an order in your Google Sheet, it will trigger an action.

Start by opening your Google Sheets where you keep the sales data. Ensure that your spreadsheet has a column designated for order status. This will be your trigger column. Whenever you fill in this column, it will notify P Connect Now to initiate the next steps.

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2. Connecting Google Sheets to P Connect Now

Next, you need to connect Google Sheets to P Connect Now. This integration is crucial for automating the process of sending feedback forms via Gmail. You will need to copy the WB URL from P Connect and paste it into your Google Sheets extension.

• Open your Google Sheets and navigate to Extensions.
• Select the P Connect VBooks extension and go to Initial Setup.
• Paste the copied WB URL into the designated field.
• Set the trigger column to the final data column (e.g., column K).

After completing these steps, you will be able to send data from Google Sheets to P Connect Now automatically whenever a new order is added.

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3. Setting Up Email Action with Gmail

Now that you have connected Google Sheets to P Connect Now, the next step is to set up the email action using Gmail. This action will send an email to your customers with the feedback form link after an order is completed.

In P Connect, select Gmail as your action application. Choose the action event as ‘Send Email’. You will then connect your Gmail account to P Connect and allow access for sending emails.

• Fill in the recipient email address using the mapped data from Google Sheets.
• Set the email subject to something relevant, like ‘Your Feedback Matters’.
• Include the content of the email, making sure to map the customer name and feedback form link.

Once you have filled in all the necessary details, save the configuration, and you are set to send emails automatically.

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4. Testing the Integration

The final step is to test your integration to ensure everything works seamlessly. Go back to your Google Sheets and add a new row with the details of a completed order. This should trigger the automation process. using Pabbly Connect

Check your Gmail account to see if an email was sent with the feedback form link. If everything is set up correctly, you should receive an email that includes the customer’s details and a link to the feedback form.

Here’s a quick checklist to ensure successful testing:

Ensure the trigger column is filled correctly. Verify that the WB URL is correctly pasted in the Google Sheets extension. Check that the email address mapping is accurate in P Connect.

If you receive the email as expected, your integration is successful, and you can now automate customer feedback collection efficiently.

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5. Conclusion

In summary, you have learned how to optimize customer feedback using Trigger, URL, and P Connect Now integration with Gmail and Google Sheets. This automation not only saves time but also enhances customer engagement by promptly sending feedback requests.

By following the steps outlined in this tutorial, you can set up a seamless workflow that captures customer feedback efficiently. Automating this process helps in improving your services based on customer insights.

Learn how to seamlessly integrate CRM with Peak Performance Physio, Instagram leads, and more. Follow our detailed tutorial for effective automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Instagram Leads for CRM Integration

CRM integration starts by setting up Instagram leads, specifically for the Peak Performance Physio business. This integration allows you to automatically create new contacts in Agile CRM whenever a new lead is generated through Instagram lead ads. using Pabbly Connect

To set this up, ensure your Instagram account is linked to your Facebook page, Peak Performance Physio. This connection is crucial for the automation process to work effectively.

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2. Creating a Workflow in Pabbly Connect

To automate the process, we will create a workflow in Pabbly Connect. Start by signing into your Pabbly Connect account and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create CRM Contact from Instagram Lead Ads’.

Next, you need to set up the trigger. Choose Instagram Lead Ads as your trigger application and select ‘New Lead’ as the trigger event. This means every time a new lead comes in, it will initiate the workflow.

• Sign in to Pabbly Connect and click ‘Create Workflow’.
• Name your workflow appropriately.
• Select ‘Instagram Lead Ads’ as the trigger application.
• Choose ‘New Lead’ as the trigger event.

After setting the trigger, you will need to connect your Instagram account to Pabbly Connect. Follow the prompts to authorize the connection and select your Facebook page, Peak Performance Physio, to complete the setup.

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3. Mapping Data to Agile CRM

Once your trigger is set up, the next step is to map the data to Agile CRM. Select Agile CRM as your action application and choose ‘Create Contact’ as the action event. This will allow the system to create a new contact in Agile CRM using the details from the Instagram lead. using Pabbly Connect

You will be prompted to enter your Agile CRM login credentials, including your email and API key. To obtain your API key, log into Agile CRM, navigate to your profile, and find the API settings. Once you have entered the necessary details, you can start mapping the fields from the Instagram lead to the corresponding fields in Agile CRM.

• Select Agile CRM as the action application.
• Choose ‘Create Contact’ as the action event.
• Enter your Agile CRM email and API key.
• Map Instagram lead data to Agile CRM fields.

Make sure to map all relevant fields like first name, last name, email, phone number, and company name. After mapping, save the settings. You can now test the automation to ensure it works correctly.

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4. Testing the Integration

After setting up both the trigger and action, it’s essential to test the integration. To do this, generate a test lead using the Meta Ads Manager. Ensure that your lead ad campaign is active, and create a new test lead using the lead testing tool.

Once the test lead is submitted, return to Pabbly Connect and verify that the lead details have been captured. This will confirm that the integration between Instagram lead ads and Agile CRM is functioning properly.

For testing, follow these steps:

Access the Meta Ads Manager and select your campaign. Use the lead testing tool to submit a new lead. Check your Agile CRM account for the new contact.

If the contact appears in Agile CRM, your integration is successful. If not, double-check your mappings and settings in Pabbly Connect.

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5. Conclusion

Integrating CRM with Peak Performance Physio and Instagram leads using Pabbly Connect streamlines the process of managing new contacts. By following the steps outlined, you can automate lead generation and enhance your business efficiency.

This integration allows for real-time updates in your Agile CRM, ensuring you never miss a potential client. Start using this automation today to improve your lead management process.

Learn how to automate Pipi card creation from Google Sheets with WhatsApp, Box, and Facebook integration using Pabbly Connect. 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. Create Pipi Card from Google Sheets

The first step in this process is to create a Pipi card from Google Sheets. By using the integration of Pabbly Connect, we can automate the creation of a Pipi card whenever a new detail is added to our Google Sheets. This automation streamlines task management significantly.

To start, open your Google Sheets and create a spreadsheet named ‘Task Management’. In this spreadsheet, you will add columns for task title, task description, and due date. This setup allows for effective tracking of tasks directly linked to your Pipi account.

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2. Set Up Pabbly Connect for Automation

Next, you need to set up Pabbly Connect to automate the process. First, log in to your Pabbly Connect account. If you are new, you can sign up for free and explore the features. Once logged in, click on the ‘Create Workflow’ button to begin.

In the dialog box that appears, name your workflow ‘Create Pipi Card from Google Sheets’ and select your folder as Google Sheets. After that, click the ‘Create’ button to proceed. This will take you to the workflow setup where you can configure triggers and actions.

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

After setting up the trigger, you need to connect your Google Sheets with Pabbly Connect using the webhook URL. This allows Pabbly Connect to receive data from your Google Sheets whenever a new task is added.

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3. Connect Google Sheets to Pabbly Connect

To connect Google Sheets to Pabbly Connect, go back to your Google Sheets and click on ‘Extensions’. From there, select ‘Add-ons’ and look for the Pabbly Connect Webhooks add-on. If you haven’t installed it yet, you need to do so from the Google Workspace Marketplace.

After installation, click on ‘Pabbly Connect Webhooks’ under the Extensions menu, and select ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the column that contains the final data. For example, if your trigger column is C, enter C into the Trigger Column field.

• Click on ‘Submit’ to save your settings.
• Send a test to check if the setup is correct.
• Ensure you enable ‘Send on Event’ to capture new responses.

Once this is done, your Google Sheets will be successfully connected to Pabbly Connect, and you can start receiving data from new entries.

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4. Create a Pipi Card as an Action

After setting up the trigger, the next step is to define the action that will occur in Pabbly Connect. In this case, select Pipi as your action application and choose the action event as ‘Create a Card’. This setup allows you to create a new card in your Pipi account based on the data received from Google Sheets.

When prompted, you will need to create a new connection by entering a name for it and providing a token. To generate a token, log in to your Pipi account, navigate to the tokens page, and create a new token named ‘Google Sheets’. Copy this token and return to Pabbly Connect to paste it into the required field.

Select your organization ID after connecting. Choose the Pipe ID that corresponds to your task management setup. Map the title, due date, and description from the Google Sheets response.

Finally, click on ‘Save and Send Test Request’ to ensure that the card is created successfully in your Pipi account. You can verify this by checking your Pipi dashboard.

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5. Test the Automation Integration

To ensure everything is functioning correctly, it’s time to test the automation integration between Pabbly Connect, Google Sheets, and Pipi. Go back to your Google Sheets and add a new task. For example, title it ‘Send a WhatsApp message to Facebook lead ads’ and provide a task description that specifies when leads are generated.

After entering the details, check your Pipi account to see if the new card has been created. The card should reflect the task title and description you just entered in Google Sheets. This confirms that the integration is working as intended.

Verify that the due date is accurately mapped. Ensure the task description is clear and matches your Google Sheets entry. Test multiple entries to confirm reliability.

With this, you have successfully tested your automation setup, ensuring that new tasks in Google Sheets automatically create corresponding cards in Pipi, enhancing your workflow efficiency.

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Conclusion

This tutorial has guided you through the steps to automate Pipi card creation from Google Sheets using Pabbly Connect. By integrating these applications, you can streamline your task management effectively. Enjoy the benefits of automation and improved productivity!