Author: Rajpal Tomar

Learn how to automate sharing new YouTube videos to Telegram using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Access Pabbly Connect for YouTube and Telegram Integration

To share new videos from your YouTube channel on Telegram, you first need to access Pabbly Connect. Start by going to your browser and searching for Pabbly.com/connect. Once there, you will find options to either sign in if you are an existing user or sign up for a free account if you are new.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create an automation workflow that connects your YouTube channel to your Telegram account. This integration allows you to automate the sharing of new video details directly to your Telegram community.

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2. Create a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate the sharing process. Click the ‘Create Workflow’ button and name it appropriately, such as ‘YouTube to Telegram’. Select the folder where you want to save this automation and click on ‘Create’.

Once created, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that starts the automation, while the action window is where you will define what happens after the trigger. This is where Pabbly Connect plays a crucial role in connecting both applications.

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3. Set Up YouTube as the Trigger in Pabbly Connect

To set up the trigger, you will need to choose YouTube as the application in the trigger window of Pabbly Connect. Select the trigger event as ‘New Video in Channel’. This event will notify Pabbly Connect whenever a new video is published on your YouTube channel.

• Choose YouTube from the app list.
• Select ‘New Video in Channel’ as the trigger event.
• Connect your YouTube account by clicking on ‘Connect’ and follow the prompts.

After connecting your YouTube account, you will need to select the channel from which to capture new videos. Once you have selected the channel, click on ‘Save and Send Test Request’ to test the connection. This will ensure that Pabbly Connect can successfully receive the latest video details from your YouTube channel.

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4. Send Video Details to Telegram Using Pabbly Connect

Next, you will set up the action that sends the video details to Telegram. In the action window, search for Telegram Bot and choose it as the application. Select the action event as ‘Send a Text Message’. This action will use the details retrieved from YouTube to post a message on your Telegram channel.

To connect Telegram with Pabbly Connect, you will need to create a bot using BotFather in Telegram. Once the bot is created, copy the bot token and paste it into Pabbly Connect. After connecting, you’ll need to specify the chat ID of your Telegram channel or group where the message will be sent.

• Create a bot in Telegram using BotFather.
• Copy the bot token and paste it into Pabbly Connect.
• Specify the chat ID where messages will be sent.

Once all details are filled in, click on ‘Save and Send Test Request’. If everything is set up correctly, you will see the message posted in your Telegram channel, confirming that Pabbly Connect has successfully integrated YouTube with Telegram.

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5. Conclusion: Automate Your YouTube to Telegram Sharing with Pabbly Connect

By following these steps, you can efficiently automate the sharing of new videos from your YouTube channel to your Telegram community using Pabbly Connect. This integration not only saves time but also keeps your audience engaged with timely updates on your latest content.

With Pabbly Connect, you can easily manage workflows between YouTube and Telegram, ensuring that your community never misses out on your new videos. Start automating today and enhance your communication with your audience seamlessly!

Learn how to send WhatsApp messages directly from Microsoft Excel using Pabbly Connect in this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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1. Accessing Pabbly Connect to Send WhatsApp Messages

To send WhatsApp messages using Microsoft Excel, the first step is to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and either sign in or create a new account.

Once logged in, navigate to the dashboard. Here, you will find all the applications you can integrate. For this process, you will specifically use Microsoft Excel and WhatsApp Cloud API through Pabbly Connect. This setup will enable automatic message sending whenever new customer data is added in Excel.

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2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. A suitable name could be ‘Send WhatsApp Message Using Microsoft Excel’. Choose a folder to save your workflow for better organization.

• Click on the ‘Create’ button to proceed.
• You will see two boxes labeled ‘Trigger’ and ‘Action’.
• Select ‘Microsoft Excel’ as the trigger application.

After selecting Microsoft Excel, set the trigger event to ‘New Row in Worksheet’. This means that every time a new customer is added to the Excel sheet, the workflow will trigger. This is where Pabbly Connect starts to automate the process of sending WhatsApp messages.

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3. Connecting Microsoft Excel in Pabbly Connect

To connect Microsoft Excel, click on the ‘Connect’ button in Pabbly Connect. You will then need to add a new connection. Click on the option to connect with Microsoft Excel. If you are already logged into your Microsoft account, it will automatically detect your account.

Scroll down and click ‘Accept’ to grant access to your Microsoft account. Once connected, select your workbook and the specific worksheet that contains your customer data. For instance, you may have a workbook named ‘Customer Contact Details’ with a worksheet called ‘Sheet1’. This allows Pabbly Connect to pull data directly from your Excel sheet.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

After establishing the connection with Microsoft Excel, the next step is to set up the action for sending messages via WhatsApp. In the action application, select ‘WhatsApp Cloud API’. The action event will be ‘Send Template Message’. This is crucial for sending messages to your customers automatically through Pabbly Connect.

To connect WhatsApp Cloud API, click on the ‘Connect’ button and add a new connection. You will need to provide your access token, phone number ID, and WhatsApp Business Account ID. These details can be found in your WhatsApp Cloud API account. Make sure to refresh your access token before using it.

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5. Testing and Verifying the Integration

With both Microsoft Excel and WhatsApp Cloud API connected through Pabbly Connect, it’s time to test the integration. Fill in your customer details in the Excel sheet, including their first name, last name, and WhatsApp number. This data will be used to send personalized messages.

Once you have added a new customer, go back to Pabbly Connect and click on the ‘Save and Send Test’ button. If everything is set up correctly, you should see a positive response indicating that the message has been sent successfully. Verify by checking your WhatsApp for the message.

This entire process showcases how Pabbly Connect bridges the gap between Microsoft Excel and WhatsApp Cloud API, automating your communication with customers instantly.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages using Microsoft Excel with Pabbly Connect. By following the steps outlined, you can easily automate your messaging process, ensuring timely communication with your customers. This integration not only saves time but also enhances customer engagement effectively.

Learn how to automate Google Ads lead notifications on Slack using Pabbly Connect with this step-by-step tutorial. Integrate Google Ads and Slack easily! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect to Set Up Automation

To automate Google Ads lead notifications on Slack, the first step is to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks each month.

Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to access the dashboard. From there, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation between Google Ads and Slack.

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2. Creating the Workflow in Pabbly Connect

In this section, you will create a workflow to connect Google Ads with Slack using Pabbly Connect. Name your workflow something descriptive, like ‘Automate Google Ads Lead Notifications on Slack’. Choose a folder to save your workflow, such as ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• Select Google Ads as the trigger application.
• Choose ‘New Lead Form Entry’ as the trigger event.

After selecting the trigger, Pabbly Connect will generate a webhook URL. This URL is essential for connecting your Google Ads account to the workflow. Copy this URL to use it in your Google Ads setup.

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3. Setting Up Google Ads for Lead Notifications

Next, you will configure Google Ads to send lead notifications through Pabbly Connect. Log in to your Google Ads account and create a new campaign. Ensure this campaign is set as a draft if you are testing with dummy leads.

• Navigate to the ‘Lead Forms’ section in your campaign.
• Add the required fields like name, phone number, and email.
• In the lead delivery options, paste the webhook URL you copied from Pabbly Connect.

After setting this up, send test data to ensure everything is working correctly. Confirm that the test data is successfully sent, which indicates that the connection between Google Ads and Pabbly Connect is established.

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4. Configuring Slack Notifications through Pabbly Connect

Now, it’s time to set up Slack notifications using Pabbly Connect. In your workflow, select Slack as the action application. For the action event, choose ‘Send Channel Message’. This allows you to send notifications directly to your Slack channel.

When prompted, connect your Slack account to Pabbly Connect. You will need to select the token type as either user or bot. For this setup, choose bot to send messages from a bot account. Once connected, you will need to select the channel where notifications will be sent.

Enter the channel name, such as ‘New Leads’. Craft the message that will be sent, including placeholders for lead details. Map the fields from the Google Ads trigger to the message.

After setting everything up, save and send a test request to check if the message is successfully sent to your Slack channel. This confirms that your automation is functioning correctly through Pabbly Connect.

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5. Finalizing the Automation Process

In this final section, you will review and finalize your automation setup using Pabbly Connect. Ensure that all mappings are correctly set, including the lead’s name, email, and phone number in the Slack message.

Once everything is mapped, you can enable the workflow to run in real-time. This means that every time a new lead is generated in Google Ads, a notification will automatically be sent to your Slack channel.

To summarize, you successfully connected Google Ads and Slack through Pabbly Connect. The workflow you created will ensure that your team is notified of new leads immediately. This automation saves time and improves your lead management process.

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Conclusion

In this tutorial, we explored how to automate Google Ads lead notifications on Slack using Pabbly Connect. By following the steps outlined, you can streamline your lead management and ensure timely notifications to your team. Automating this process enhances efficiency and keeps everyone informed about new leads.

Learn how to integrate City with CRM using API, Google Sheets, and more in this detailed tutorial. Automate your lead management process effectively. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

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1. Setting Up City and CRM Integration

City is a powerful application that helps manage leads effectively. In this section, we will learn how to integrate City with CRM using the API. First, ensure you have access to both applications and have your API keys ready. using Pabbly Connect

To set up the integration, navigate to your CRM settings and locate the API section. Here, you will find the option to generate a new API key. Make sure to copy this key, as it will be needed to connect City with your CRM.

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2. Creating a Workflow in Pabbly Connect

To automate the process between City and CRM, we will use Pabbly Connect. Begin by logging into your Pabbly account and click on the ‘Create Workflow’ button. Name your workflow appropriately, for example, ‘City CRM Integration’.

• Click on ‘Create’ to initiate the workflow.
• Select City as your trigger application.
• Choose the trigger event as ‘New Lead’.

After setting up the trigger, connect your City account by entering the API key you generated earlier. This will allow Pabbly Connect to access your City leads automatically.

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3. Mapping Fields in Google Sheets

Next, we will set up Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row’. This will enable the automatic addition of new leads from City into your Google Sheets. using Pabbly Connect

To connect Google Sheets, click on ‘Add New Connection’ and sign in using your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

• Select the spreadsheet where you want to add the leads.
• Choose the specific sheet within the spreadsheet.
• Map the fields such as name, email, and city from City to the corresponding columns in Google Sheets.

Once you’ve mapped all the fields, click on ‘Save and Send Test Request’ to verify the integration. You should see the new lead details appear in your Google Sheet.

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4. Finalizing Integration and Testing

After successfully mapping the fields, it’s time to finalize the integration between City and CRM. Ensure that your workflow is activated in Pabbly Connect. This will allow the automation to run seamlessly whenever a new lead is generated in City.

To test the integration, create a new lead in your City application. Check your Google Sheets to see if the new lead information has been added correctly. This step is crucial to ensure everything is functioning as expected.

Remember, the integration will only capture the latest leads received in your City account. If you want to use the same workflow again, you can find the Clone Link provided in the description box below.

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Conclusion

In this tutorial, we explored how to integrate City with CRM using the API through Pabbly Connect. By automating lead management, you can streamline your business processes and enhance efficiency. Ensure to follow each step closely for a successful integration.

Learn how to integrate URL and Web applications in India, including City Country and Channel, using Pabbly Connect. Follow this detailed tutorial for seamless automation.

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1. Setting Up URL Integration with Web

To begin the integration process, we will focus on URL and Web. First, navigate to Pabbly Connect and log in to your account. Once logged in, click on the ‘Create Workflow’ button to start. using Pabbly Connect

In the workflow dialog, name your integration. For instance, you can name it ‘Integrating URL with Web’. After naming, select your desired folder for the workflow and click on the ‘Create’ button to proceed.

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2. Configuring the Trigger Application: URL

Now, we will set up the trigger application using URL. Select URL as your trigger application and choose the event that will trigger the workflow. using Pabbly Connect

• Select ‘New Submission’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Paste this URL in your URL application settings for integration.

After setting the webhook URL, you can test the integration. Make sure to submit a test response to see if Pabbly Connect captures the data correctly.

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3. Integrating Action Application: Web

Next, we will integrate the action application, which in this case is Web. Select Web as the action application and choose the event that will occur when the trigger is activated. using Pabbly Connect

For this integration, you might want to select ‘Create New Record’ as the action event. This allows you to create a new record in your Web application based on the data received from the URL trigger.

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4. Adding India State and Channel Details

In this step, we will focus on adding details specific to India, such as India State and Channel. During the mapping process, ensure that you include fields for State and Channel. using Pabbly Connect

• Map the ‘State’ field to include options like Madhya Pradesh or Rajasthan.
• Include a ‘Channel’ field to specify the communication channel.

After mapping these fields, review your settings to ensure all necessary information is captured correctly. This will enhance the data integrity of your submissions.

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5. Finalizing and Testing the Integration

Now that you have set up the integration, it’s time to finalize and test it. Save your workflow and perform a test submission from the URL application. using Pabbly Connect

Check back in Pabbly Connect to see if the test submission was successful. You should see the data reflecting in your Web application, confirming that the integration works as intended.

Once testing is complete, you can confidently use this integration for your operational needs.

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Conclusion

This tutorial covered the integration of URL and Web applications in India, focusing on specific details like India State and Channel. By following these steps, you can automate your processes effectively.

Learn how to send Mailmodo campaigns from Google Forms submissions using Pabbly Connect. This step-by-step tutorial covers everything you need to automate your email campaigns.

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1. Accessing Pabbly Connect for Automation

To start the process of sending Mailmodo campaigns from Google Forms submissions, you need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the landing page. Here, you will find options to sign in or sign up for free, allowing new users to start with 100 free tasks each month.

Once signed in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something descriptive, like ‘Send Mailmodo Campaign from Google Forms Submission’. This initial setup is crucial as it lays the foundation for integrating Google Forms with Mailmodo through Pabbly Connect.

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2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the next step is to define your trigger and action. For this automation, Google Forms will be your trigger application, and Mailmodo will be the action application. Search for Google Forms in the trigger section and select it.

• Select the trigger event as ‘New Response Received’.
• This event will activate whenever a new form submission is made.

Next, search for Mailmodo in the action section and select it. Choose the action event as ‘Trigger Campaign’. This setup allows you to send the Mailmodo campaign automatically whenever a new response is received from Google Forms. With both applications set, you can now proceed to connect them through Pabbly Connect.

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3. Connecting Google Forms to Pabbly Connect

To connect Google Forms to Pabbly Connect, you will need to use a webhook URL provided in the action setup. This URL acts as a bridge between Google Forms and Pabbly Connect. Go to your Google Form, click on the ‘Responses’ tab, and link it to a Google Sheet by selecting ‘Link to Sheets’.

After creating the Google Sheet, you need to ensure that the Pabbly Connect Webhooks extension is installed. Go to Extensions, select Pabbly Connect Webhooks, and then click on ‘Initial Setup’. In this setup, paste the webhook URL from Pabbly Connect and set the trigger column, which is typically the last column where data is added.

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4. Mapping Data and Sending the Mailmodo Campaign

Once the connection is established, the next step is to map the data from Google Forms to Mailmodo. In Pabbly Connect, you will need to connect your Mailmodo account by providing an API key. Navigate to your Mailmodo settings, create a new API key, and copy it to Pabbly Connect.

After connecting, you need to specify the campaign ID from Mailmodo. Go to your Mailmodo account, find your campaign, and copy the campaign ID. Back in Pabbly Connect, paste this ID into the corresponding field. Ensure that you also map the personalization fields such as first name and last name to customize the email sent to customers.

• Use mapping to ensure that each new response populates the email with the correct customer details.
• Finally, click on ‘Save and Send Test Request’ to verify that the email is sent successfully.

This mapping process ensures that each email sent is personalized and relevant to the customer based on their form submission.

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5. Conclusion: Automating Your Campaigns with Pabbly Connect

Using Pabbly Connect to send Mailmodo campaigns from Google Forms submissions simplifies your marketing efforts. By automating this process, you ensure timely communication with customers, enhancing engagement and promoting your offerings effectively.

With just a few steps, you can integrate Google Forms and Mailmodo through Pabbly Connect, allowing for seamless automation of your email campaigns. This not only saves time but also ensures that your customers receive the information they need promptly.

Learn how to automate maintenance logs using Pabbly Connect and integrate Google Forms with Google Chat seamlessly in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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Accessing Pabbly Connect for Maintenance Logs Automation

To automate maintenance logs, the first step is accessing Pabbly Connect. You can reach it by visiting the official website and either signing in or creating a new account. New users can sign up for free and receive 100 tasks monthly, allowing them to explore the platform.

Once logged in, navigate to the dashboard where you can create workflows. This is where you will set up your automation between Google Forms and Google Chat, utilizing the capabilities of Pabbly Connect to facilitate this integration.

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Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Start by clicking on the ‘Create Workflow’ button. You will then be prompted to name your workflow; for example, name it ‘Automate Maintenance Logs’. After naming it, select a folder to save the workflow for better organization.

Now, you will see two windows: one for the trigger and another for the action. The trigger is the event that starts the workflow, while the action is what happens in response. In this case, select Google Forms as the trigger and Google Chat as the action. This setup will allow you to automate notifications to your team whenever a maintenance request is submitted.

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

After setting this up, you will have a clear pathway for your automation. This process emphasizes how Pabbly Connect simplifies the integration of various applications without requiring any programming skills.

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Linking Google Forms to Pabbly Connect

Linking Google Forms to Pabbly Connect requires you to copy a webhook URL provided by the platform. This URL acts as a bridge to send data from Google Forms to Pabbly Connect. To do this, first, create a Google Form for equipment maintenance requests and ensure it includes relevant fields.

Once your form is ready, go to the response section and create a new Google Sheet to capture the responses. After linking your form to the sheet, return to Pabbly Connect and paste the copied webhook URL into the designated field. This will ensure that every time a form is submitted, the data is sent to Pabbly Connect.

• Create a Google Sheet linked to your Google Form.
• Copy the webhook URL from Pabbly Connect.
• Paste the webhook URL into your Google Sheets add-on setup.

This integration is crucial for automating the communication process, showcasing how Pabbly Connect can streamline workflow management effectively.

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Sending Notifications to Google Chat

After successfully linking Google Forms to Pabbly Connect, the next step is to set up the action that sends notifications to Google Chat. In Pabbly Connect, select Google Chat as your action application and choose the action event ‘Create Message’. This will allow you to send messages to your designated Google Chat space whenever a new maintenance request is submitted.

To configure this, you will need to create a webhook URL for your Google Chat space. Follow the instructions provided in the Google Chat settings to set up a new webhook, which you will then paste into Pabbly Connect. Ensure that the message you want to send contains relevant details, such as the employee’s name, department, and the nature of the request.

Select Google Chat in Pabbly Connect as your action application. Choose ‘Create Message’ as the action event. Paste the Google Chat webhook URL into the setup.

This setup ensures that your team is promptly notified of any maintenance requests, demonstrating the efficiency of using Pabbly Connect for integration.

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Testing and Verifying the Integration

To ensure everything is functioning correctly, it is essential to test the integration between Google Forms, Pabbly Connect, and Google Chat. Start by submitting a test form with various details. Once submitted, check if the response appears in both Google Sheets and Google Chat.

After submitting the test form, you should receive a message in Google Chat confirming the details of the maintenance request. This verification step is crucial as it confirms that your automation is working as intended. If everything is set up correctly, you will see the request details in your Google Chat space, indicating that Pabbly Connect has successfully facilitated the integration.

By following these steps, you can automate maintenance logs efficiently, allowing your team to stay updated without manual intervention. This showcases the power of Pabbly Connect in automating workflows across different platforms.

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Conclusion

In this tutorial, we explored how to automate maintenance logs using Pabbly Connect by integrating Google Forms with Google Chat. This process enhances communication and efficiency in managing maintenance requests. With Pabbly Connect, you can streamline your workflows without any coding skills, making it an invaluable tool for automation.

Learn how to automate the creation of GitHub issues 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 the integration process using Pabbly Connect, first, you need to access the platform. Open your web browser and go to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process is quick and will give you access to 100 free tasks per month.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows and integrations. Click on the ‘Access Now’ button under Pabbly Connect to proceed to the workflow section, where you can create a new workflow for JotForm and GitHub integration.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect specifically for capturing JotForm submissions and creating GitHub issues. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create GitHub Issue from JotForm Submission’. Choose a folder to save your workflow for better organization.

• Click on the ‘Create’ button to proceed.
• This will take you to the main workflow window where you can set up triggers and actions.
• You will see two boxes labeled ‘Trigger’ and ‘Action’.

Now, you need to set up the trigger. Select JotForm as your trigger application and choose the event ‘New Response’. This will allow you to capture responses from your JotForm submissions automatically.

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3. Connecting JotForm to Pabbly Connect

After selecting the trigger event, you will need to connect JotForm to Pabbly Connect. This is done using a webhook URL provided by Pabbly Connect. Copy the webhook URL and navigate to your JotForm account.

In JotForm, go to the ‘Settings’ tab, then select ‘Integrations’. Search for ‘Webhooks’ and paste the copied URL into the designated field. Click on ‘Complete Integration’ to finalize the connection. This step ensures that every time a new form submission occurs, it will be sent to Pabbly Connect.

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4. Creating Issues in GitHub from JotForm Submissions

Now that JotForm is connected, you can set up the action in Pabbly Connect to create issues in GitHub. Select GitHub as the action application and choose the event ‘Create Issue’. You will now connect your GitHub account to Pabbly Connect by clicking on ‘Add New Connection’ and authorizing it.

• Select the owner and repository where you want to create the issue.
• Map the fields from the JotForm response to the GitHub issue fields, such as title and body.
• Choose a label for the issue, like ‘bug’.

Once all fields are mapped correctly, click on ‘Save and Test’. This will confirm that the issue has been created successfully in your specified GitHub repository.

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5. Testing the Integration and Final Steps

To ensure everything is working correctly, submit a new response in your JotForm. This submission should trigger the workflow in Pabbly Connect, creating an issue in GitHub automatically. Check your GitHub account to see if the new issue appears with the correct details from the form submission.

If the issue is created successfully, your integration is complete! You can now automate the process of creating GitHub issues from JotForm submissions effortlessly. This integration saves time and ensures that no issues go untracked.

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Conclusion

In this tutorial, we learned how to automate the creation of GitHub issues from JotForm submissions using Pabbly Connect. By following these steps, you can streamline your workflow and ensure efficient issue tracking. This integration allows you to focus on resolving issues rather than manually creating them.

Learn how to integrate JotForm with Flodesk using Pabbly Connect for seamless lead management. This tutorial covers every step in detail. 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 start integrating JotForm with Flodesk, first access Pabbly Connect. This powerful integration platform allows you to automate workflows without coding skills. Simply visit the Pabbly Connect homepage and either sign in or create a free account.

Once logged in, you can explore various applications available for integration. For this tutorial, we will focus on connecting JotForm and Flodesk through Pabbly Connect. Upon creating an account, you will receive 100 free tasks monthly to test the platform’s features.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow something descriptive, like ‘Create Flodesk Subscriber on JotForm Submission’. This helps in organizing your workflows effectively.

• Select the folder to save your workflow.
• Click on the ‘Create’ button to initiate the workflow.

Once created, you will see two windows: Trigger and Action. This is where you will set up the connection between JotForm and Flodesk using Pabbly Connect. The Trigger indicates what starts the workflow, while the Action defines what happens as a result.

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3. Setting Up the Trigger with JotForm

In this step, select JotForm as your Trigger application in Pabbly Connect. The trigger event you want is ‘New Response’. This means that every time a form is submitted in JotForm, it will trigger the workflow.

After selecting JotForm, you will receive a Webhook URL. Copy this URL as it will be essential for connecting JotForm with Pabbly Connect. Next, go to your JotForm account, select the form you want to integrate, and navigate to the ‘Settings’ section.

• Click on ‘Integrations’ from the left sidebar.
• Search for ‘Webhooks’ and select it.
• Paste the copied Webhook URL and complete the integration.

With this setup, every time a lead submits the form, JotForm will send the data to Pabbly Connect, allowing you to automate the process of adding subscribers to Flodesk.

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4. Setting Up the Action with Flodesk

After configuring the Trigger, it’s time to set up the Action. Select Flodesk as your Action application in Pabbly Connect. The action event should be ‘Create or Update Subscriber’. This allows you to add new leads as subscribers in Flodesk.

Now, connect your Flodesk account by clicking on ‘Connect’. You will need to provide your Flodesk login credentials and allow Pabbly Connect access to your account. Once connected, you will set the fields for the subscriber, using the data received from JotForm.

Map the email address from JotForm to the Flodesk subscriber email field. Fill in additional fields like first name and last name as necessary.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test subscriber to Flodesk, confirming that your integration is working seamlessly through Pabbly Connect.

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5. Adding Subscribers to a Segment in Flodesk

The final step is to add the newly created subscriber to a specific segment in Flodesk. In Pabbly Connect, add another action step and select Flodesk again. This time, choose the action event ‘Add Existing Subscriber to a Segment’.

Map the subscriber’s email to the segment field. Choose the segment you want to add the subscriber to, such as ‘Sparkle Events’. Click on ‘Save and Send Test Request’ to finalize this action. This ensures that every new lead from JotForm is not only added as a subscriber but also classified into the right segment in Flodesk.

After completing these steps, test the integration by submitting a new form in JotForm. Check Flodesk to confirm that the subscriber is added successfully and categorized in the correct segment, demonstrating the efficiency of Pabbly Connect for automating workflows.

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Conclusion

By following this tutorial, you can easily integrate JotForm with Flodesk using Pabbly Connect. This automation streamlines lead management and enhances your marketing efforts, ensuring that every lead is captured and categorized efficiently.

Learn how to send WhatsApp messages from Google Sheets automatically using Pabbly Connect and WhatsApp Cloud API. Follow our detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect

To send WhatsApp messages from Google Sheets automatically, we first need to set up Pabbly Connect. Start by navigating to the Pabbly Connect website and sign in or create a new account. This platform allows you to automate workflows by connecting different applications seamlessly.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Send WhatsApp Messages from Google Sheets Automatically’ and choose a folder to save it. This is essential for organizing your automations efficiently.

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2. Trigger Setup with Google Sheets

Next, we will set Google Sheets as the trigger application in Pabbly Connect. In the trigger window, search for Google Sheets and select it. The trigger event should be set to ‘New or Updated Spreadsheet Row’. This ensures that every time a new entry is made, it will trigger the action to send a WhatsApp message.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Establish a connection by copying the provided webhook URL.

After setting this up, head over to your Google Sheets. Make sure you have the Pabbly Connect Webhooks extension installed. Go to the Extensions menu, select Pabbly Connect Webhooks, and click on Initial Setup. Here, paste the webhook URL you copied earlier and select the trigger column. This setup is crucial for linking Google Sheets with Pabbly Connect.

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3. Action Setup with WhatsApp Cloud API

Now, we will configure the action to send WhatsApp messages using the WhatsApp Cloud API. In the action window of Pabbly Connect, search for the WhatsApp Cloud API and select it. Choose the action event as ‘Send Template Message’. This will allow you to send predefined messages to your customers.

To connect to the WhatsApp Cloud API, you will need your access token, phone number ID, and WhatsApp business account ID. These can be found in your Meta for Developers dashboard under API setup. Paste these details into the respective fields in Pabbly Connect to establish the connection.

• Input your access token, phone number ID, and WhatsApp business account ID.
• Select the message template you want to use for sending WhatsApp messages.
• Map the necessary fields from the Google Sheets response.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test message to verify the connection and ensure everything is working correctly.

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4. Sending WhatsApp Messages

With the setup complete, it’s time to send WhatsApp messages from Google Sheets automatically. Go back to your Google Sheets and under the Extensions menu, select Pabbly Connect Webhooks again. Click on ‘Send All Data’ to initiate the process. This will send the WhatsApp messages to all the customers listed in your Google Sheets.

When you click ‘Send All Data’, it will trigger the workflow you set up in Pabbly Connect. Each customer’s details will be pulled from Google Sheets and sent as a WhatsApp message using the WhatsApp Cloud API. This process ensures that all your customers receive the updates about your new product launch.

Once the messages are sent successfully, you will see confirmation in your Pabbly Connect dashboard. This indicates that the automation is functioning correctly and your customers have been updated.

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5. Conclusion

In conclusion, integrating Pabbly Connect, Google Sheets, and WhatsApp Cloud API allows you to send WhatsApp messages automatically. This automation saves time and ensures your customers are always informed about new updates. By following the steps outlined, you can easily set up this powerful workflow.