Author: Rajpal Tomar

Learn how to send real-time SMS on webhook response using Pabbly Connect and Twilio. Follow our step-by-step guide to automate SMS notifications effortlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for SMS Integration

In this section, we will learn how to set up Pabbly Connect to send real-time SMS notifications. First, navigate to the Pabbly Connect homepage by visiting Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month to explore the software. For existing users, click on ‘Sign In’. After signing in, you will be taken to the dashboard where you can create a new workflow.

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2. Creating a New 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 the dashboard. Name your workflow, for example, ‘Send Real-Time SMS on Webhook Response’. You can choose a folder to save your workflow, such as ‘Automations’.

• Click on ‘Create’ to finalize the workflow creation.
• Select the trigger as ‘Webhook’ and the event as ‘Catch Webhook’.
• Copy the provided Webhook URL to connect it with your form.

Once you have created your workflow, Pabbly Connect will generate a Webhook URL that you will use to connect your form. This URL is essential for receiving data from your form submissions.

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3. Connecting Elementor Form to Pabbly Connect

In this step, we will connect our Elementor form to Pabbly Connect. Open your WordPress site and navigate to the Elementor form you want to use. Click on ‘Edit with Elementor’ and select your form element.

• Under ‘Actions After Submit’, select ‘Webhook’.
• Paste the copied Webhook URL into the designated field.

After updating the form, click on ‘Preview Changes’. Now, Pabbly Connect is ready to capture responses from your Elementor form whenever a submission occurs.

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4. Configuring Twilio Integration with Pabbly Connect

Next, we will configure Twilio as the SMS sending application in Pabbly Connect. In the action step of your workflow, select Twilio and choose the action event as ‘Send SMS Message’. This will allow Pabbly Connect to send SMS notifications based on the captured data.

To connect Twilio with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. You will need to provide your Twilio Account SID and Authorization Token, which can be found on your Twilio dashboard under ‘My Account Details’.

Enter the Account SID and Authorization Token in the respective fields. Click on ‘Save’ to establish the connection.

Now, Pabbly Connect is successfully connected to Twilio, allowing you to send SMS messages automatically.

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5. Testing the Automation with Pabbly Connect

Finally, we will test our automation workflow using Pabbly Connect. Go back to your Elementor form and submit a test entry with dummy data, including a name and phone number.

After submitting the form, check Pabbly Connect to see if it has captured the webhook response successfully. You should see the details of the submission, including the mobile number and name.

In the Twilio action step, enter the SMS body, mapping the recipient’s name from the webhook response. Replace the dummy phone number with your actual number to receive the SMS.

Click on ‘Save and Send Test Request’. You should receive the SMS on your phone, confirming that Pabbly Connect is working as intended. This completes the setup for sending real-time SMS notifications based on webhook responses.

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Conclusion

In this tutorial, we demonstrated how to send real-time SMS notifications using Pabbly Connect and Twilio. By following the steps outlined, you can automate SMS responses based on form submissions effectively. This integration enhances communication with your clients, ensuring they receive timely updates.

Learn how to integrate Form Spark with Google Sheets using Pabbly Connect for seamless data transfer on form submissions. 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. Setting Up Pabbly Connect for Integration

To start using Pabbly Connect, you first need to access the platform. Pabbly Connect is essential for integrating various applications like Form Spark and Google Sheets. Log into your Pabbly Connect account to begin the setup process.

Once logged in, you will see two main sections: Trigger and Action. The Trigger section is where you will define what event initiates the workflow. In this case, the trigger will be a new submission in Form Spark. This setup allows Pabbly Connect to capture the data and send it to Google Sheets.

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2. Configuring the Trigger Event in Pabbly Connect

Now, let’s configure the trigger event in Pabbly Connect. Select Form Spark as your trigger application. The next step is choosing the trigger event, which will be ‘New Submission’. This event will ensure that every time a form is submitted, Pabbly Connect captures the data.

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

After copying the webhook URL, you will need to set it up in Form Spark. This URL acts as a bridge, transferring data whenever a new submission occurs. Make sure you follow the instructions provided by Pabbly Connect to ensure proper setup.

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3. Setting Up the Webhook in Form Spark

Next, navigate to your Form Spark account to set up the webhook. Log in and select the form you have created for lead generation. Access the settings section of the form where you will find the option to paste the webhook URL from Pabbly Connect.

• Go to the settings section of your Form Spark form.
• Scroll to the webhook option and paste the copied URL.
• Click on the save button to update the form settings.

Once you save the changes, your Form Spark is now connected to Pabbly Connect. This means that every time someone submits the form, the data will be sent to Pabbly Connect, waiting for further action.

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4. Testing the Integration with Form Spark

With the webhook successfully set up, it’s time to test the integration. You will perform a test submission on your Form Spark lead form. This step is crucial to ensure that Pabbly Connect captures the data correctly. Fill in the form with dummy details to simulate a real submission.

After filling out the form with test data, click on the submit button. Once submitted, return to Pabbly Connect and check for the webhook response. The data from the test submission should now appear in Pabbly Connect, confirming that the integration is working properly.

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5. Finalizing the Integration and Adding Actions

Now that the test submission has been successful, you can finalize your integration. In Pabbly Connect, you can add actions to specify what happens after the trigger event. For instance, you can choose Google Sheets as the action application to store the lead details.

Simply select Google Sheets from the action options and configure the fields to match the data received from Form Spark. This step allows you to automate the entire process, ensuring that every lead submission is recorded automatically in your Google Sheets.

With Pabbly Connect, you can expand your workflow by adding more actions or integrating additional applications as needed. This flexibility allows you to create a comprehensive automation system tailored to your specific requirements.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Form Spark with Google Sheets effectively. By following the steps outlined, you can automate data transfer seamlessly and enhance your workflow efficiency.

Learn how to set up automated SMS reminders for Salesforce leads using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Accessing Pabbly Connect for SMS Reminders

To set up automated SMS reminders for Salesforce leads, start by accessing Pabbly Connect. This platform serves as the central integration tool that connects your SMS service with Salesforce.

Visit the Pabbly Connect homepage by navigating to the official website. If you are a new user, click on ‘Sign Up Free’ to create an account and gain access to 300 tasks per month. Existing users should click ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow: ‘Set Up Automated SMS Reminders for Salesforce Leads.’
• Choose a folder to organize your workflow, or create a new one if necessary.
• Click ‘Create’ to finalize your workflow setup.

This newly created workflow will consist of a trigger and an action. The trigger will initiate the process whenever a new lead is created in Salesforce.

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3. Setting Up Trigger Using Webhook in Pabbly Connect

For the trigger, you will use the Webhook feature in Pabbly Connect. Select ‘Webhook by Pabbly’ as the trigger application and choose ‘Catch Webhook’ as the trigger event.

After selecting the trigger, you will receive a Webhook URL. This URL needs to be integrated into your inquiry form created using Elementor on WordPress. Go to your form settings, find the ‘Actions After Submit’ section, and add a new action called ‘Webhook.’ Paste the Webhook URL you obtained from Pabbly Connect.

• Edit the form in Elementor and select the form element.
• Add the action ‘Webhook’ and enter the copied URL.
• Update the form to save the changes.

Now, perform a test submission on your form to ensure that the Webhook successfully captures the lead data.

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4. Creating a Lead in Salesforce via Pabbly Connect

Next, configure the action step in Pabbly Connect to create a new lead in Salesforce. Choose ‘Salesforce’ as the action application and select ‘Create Lead’ as the action event.

To connect Salesforce with Pabbly Connect, click ‘Connect’ and follow the prompts to authorize the connection. Once connected, map the fields from the Webhook response to the corresponding Salesforce lead fields, such as first name, last name, and email.

Map the first name and last name from the Webhook response. Enter your company name as ‘ABC Real Estate.’ Leave non-required fields blank and click ‘Save and Send Test Request.’

Check your Salesforce account to confirm that the lead has been created successfully.

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5. Sending SMS Reminders Using Pabbly Connect

To send SMS reminders, add another action step in your workflow. Choose your SMS service (like Twilio) and select ‘Send SMS Message’ as the action event. Connect your Twilio account to Pabbly Connect by entering your Account SID and Authorization Token.

Next, configure the SMS body. Use placeholders for dynamic data like the recipient’s name and appointment date. For example, your SMS body could be: ‘Hi [Recipient Name], this is a reminder for your property viewing tomorrow on [Date].’ Ensure to map the recipient’s phone number from the Webhook response.

Enter the Twilio phone number as the sender number. Map the recipient’s phone number from the lead data. Test the SMS sending by clicking ‘Save and Send Test Request.’

After testing, you will receive a confirmation SMS, thus completing the setup for automated SMS reminders for Salesforce leads using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to set up automated SMS reminders for Salesforce leads using Pabbly Connect. By integrating your SMS service with Salesforce, you can ensure timely reminders for your clients, enhancing your lead management process.

Learn how to integrate Builder with URL and other applications like Google Sheets, Slack, and Discord through this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience. with Pabbly Connect.

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1. Setting Up Builder and URL Integration

The integration of Builder with URL is essential for automating data collection. Builder allows users to create forms that can capture user responses effectively. In this section, we will discuss how to set up this integration step by step. using Pabbly Connect

To begin, ensure you have access to your Builder account. You will also need to have a URL endpoint ready for capturing the form data. This setup enables you to automate the process of transferring data from Builder forms to other applications seamlessly.

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2. Creating a Webhook in Builder

Creating a webhook in Builder is a crucial step for enabling data transfer. This process involves linking your form submissions to the URL endpoint you’ve prepared. Here’s how to do it: using Pabbly Connect

• Log in to your Builder account and navigate to the form you want to connect.
• Select the automation option and then click on the webhook settings.
• Paste the URL you copied from the URL integration into the designated field.

After setting the webhook, you will need to choose the event that triggers the webhook. In this case, select ‘Form Submission Created’ to ensure that data is captured whenever a user submits the form.

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3. Testing the Integration

Testing the integration between Builder and URL is critical to ensure everything functions as expected. This step will confirm that your data is being transferred correctly. Follow these steps: using Pabbly Connect

Submit a test form through Builder to verify that the webhook is working. Make sure to enter all necessary fields, such as name, email, and any other required information. Once submitted, check the URL endpoint to see if the data has been received.

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4. Capturing Data in Google Sheets

Once your integration is set up, you may want to capture the responses in Google Sheets for better data management. This can be done by adding Google Sheets as an action step in your automation. Here’s how: using Pabbly Connect

• Select Google Sheets as your action application in the automation workflow.
• Choose the action event, which should be ‘Create Spreadsheet Row’.
• Map the fields from Builder to the corresponding columns in Google Sheets.

This allows you to have a record of all submissions in a structured format, making it easier to analyze the data later.

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5. Sending Notifications to Slack and Discord

Integrating Builder with Slack and Discord can enhance your team’s communication by sending real-time notifications whenever a new form is submitted. Here’s how to set this up: using Pabbly Connect

Add both Slack and Discord as action steps in your automation workflow. For Slack, select the ‘Send Channel Message’ action, and for Discord, choose ‘Send Message to Channel’. Configure the messages to include relevant details from the form submission, such as the lead’s name and email.

This integration ensures that your team is immediately alerted about new leads, allowing for quick follow-up actions.

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Conclusion

In this tutorial, we explored the integration of Builder with URL, Google Sheets, Slack, and Discord. This setup allows for efficient data management and real-time notifications, streamlining your workflow significantly. By following these steps, you can automate your data collection processes effectively.

Learn how to integrate Google Forms with various applications using Pabbly Connect, facilitating seamless automation without coding. 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 Google Forms with other applications, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in. If you are a new user, you can sign up for a free account to get started.

Once you are logged in, navigate to the dashboard where you can see all Pabbly applications. Click on the Pabbly Connect option to begin the integration process. This platform allows you to connect various applications seamlessly without any coding knowledge.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process of sending Google Form responses to another application. Click on the ‘Create Workflow’ button in Pabbly Connect to initiate this process.

• Name your workflow, for example, ‘Send Google Form Responses’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see the workflow window where you can set up the trigger and action. The trigger will be Google Forms, and the action will be the application you want to send data to. This is where Pabbly Connect shines, allowing you to manage triggers and actions effectively.

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3. Setting Up Google Forms Integration

Next, we will set up the Google Forms integration within Pabbly Connect. Select Google Forms as your trigger application and choose ‘New Response Received’ as the trigger event. This ensures that every time a new response is submitted, the workflow will be triggered.

You will be provided with a webhook URL. Copy this URL and head over to your Google Forms. In the Google Forms responses section, link your form to a Google Sheet. This is essential for capturing the responses.

• Go to Extensions > Add-ons > Get Add-ons in Google Sheets.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• Open the add-on and paste the copied webhook URL.

After pasting the URL, set the trigger column to the last column where your data will appear. This completes the Google Forms setup in Pabbly Connect.

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4. Testing the Integration with Pabbly Connect

After setting everything up, it’s time to test the integration. To do this, submit a test response in your Google Form. This will trigger the workflow in Pabbly Connect and allow you to see if the data is captured correctly.

Once you submit the test response, check your Google Sheet to ensure the data appears there. Then, return to Pabbly Connect to see if the webhook has captured the response. If everything is set up correctly, you should see the test data reflected in your workflow.

Ensure the send on event button is always on in the add-on settings. Click on ‘Send Test’ in the Pabbly Connect interface. Verify that the test data was sent successfully.

By following these steps, you ensure that your integration is functioning correctly, leveraging the capabilities of Pabbly Connect to automate the process effectively.

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5. Executing API Requests with Pabbly Connect

The final step involves executing API requests to send the Google Form data to another application. In Pabbly Connect, set the action application to API by Pabbly, selecting ‘Execute API Request’ as the action event.

Configure the API request by importing the CURL request from the target application. This allows you to send the data collected from Google Forms to the external application. Make sure to map the required fields from the Google Form response to the respective fields in the API request.

Enter the API key from your target application. Map the fields such as name, email, and other necessary data. Click on ‘Save and Send Test Request’ to execute the API call.

After executing the request, check the target application to confirm that the new subscriber has been created successfully. This integration showcases how Pabbly Connect allows for seamless data transfer between Google Forms and other applications, enhancing your workflow.

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Conclusion

In this tutorial, we explored how to integrate Google Forms with various applications using Pabbly Connect. By following the detailed steps, you can automate data transfer without any coding knowledge, streamlining your processes effectively.

Learn how to enhance email marketing by integrating Mailchimp and Webhook responses using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To enhance email marketing, we will use Pabbly Connect to integrate Webhook responses with Mailchimp. First, open your browser and search for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are an existing user, click on ‘Sign in’. New users can sign up for free to get started with 100 tasks each month.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Enhance Email Marketing by Adding Mailchimp Subscribers from Webhook Responses’. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• Select ‘Webhook by Pabbly’ as the trigger application.
• Choose ‘Capture Webhook Response’ as the trigger event.

This setup allows you to capture responses from your form and automate the process of adding subscribers to Mailchimp.

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3. Setting Up Webhook with Pabbly Connect

Once the trigger is set, Pabbly Connect will generate a unique Webhook URL. Copy this URL as it will be used to connect your form with Pabbly Connect.

Next, open your form builder application, navigate to the integrations section, and create a new Webhook. Paste the copied URL and save the settings. This connects your form to Pabbly Connect, enabling it to receive responses.

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4. Testing Webhook Responses in Pabbly Connect

After setting up the Webhook, you need to conduct a test submission to ensure everything is functioning correctly. Fill out the form with sample data and submit it.

• Use a sample first name, last name, and email address.
• Submit the form to trigger the Webhook response.
• Check Pabbly Connect to confirm the response is captured.

This step verifies that your form is correctly integrated and that Pabbly Connect is capturing the responses as expected.

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5. Adding Subscribers to Mailchimp via Pabbly Connect

Now, it’s time to set up Mailchimp as the action application in your workflow. Choose Mailchimp and select the action event ‘Add Member with Custom Fields’. using Pabbly Connect

Connect your Mailchimp account by entering the API key and data center information. Map the fields from the Webhook response to the corresponding fields in Mailchimp to ensure accurate data transfer.

After mapping all required fields, save the workflow and send a test request. You should receive a confirmation that a new subscriber has been added to your Mailchimp account.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to seamlessly integrate Webhook responses with Mailchimp for enhanced email marketing. By following these steps, you can automate subscriber management efficiently and effectively.

Learn how to automate posting The Hindu RSS feed on Telegram using Pabbly Connect. Follow our step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Introduction to Pabbly Connect for RSS Feeds

In this tutorial, we will explore how to use Pabbly Connect to automate posting The Hindu RSS feed on Telegram. Automation saves time and ensures timely updates for your subscribers. By integrating RSS feeds with Telegram, you can share breaking news automatically.

To begin, you need to access Pabbly Connect. If you don’t have an account, you can sign up for free and get 100 tasks every month. Once signed in, you will be directed to the dashboard where you can start creating workflows.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name.

For this automation, name your workflow ‘How to Auto Post The Hindu RSS Feed on Telegram’ and select a folder to save it in. Here are the steps to follow:

• Click on ‘Create Workflow’
• Enter the workflow name
• Choose a folder for your workflow

After completing these steps, click on ‘Create’ to initiate your workflow. You will see two main sections: Trigger and Action. The Trigger section will determine when the automation starts, while the Action section will define what happens next.

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3. Setting Up the Trigger in Pabbly Connect

In the Trigger section of Pabbly Connect, select ‘RSS by P’ as your application. For the Trigger Event, choose ‘New Item in Feed’. This setup will ensure that whenever a new item is published in The Hindu RSS feed, it will trigger the automation.

Next, you will need to provide the RSS feed URL. Here’s how to do it:

• Open The Hindu RSS feed page
• Copy the feed URL for the business category
• Paste the feed URL into Pabbly Connect

After pasting the URL, set the filter type to ‘Default Recommended’ and click on ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the latest feed item, confirming that the trigger is working correctly.

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4. Connecting Telegram Bot in Pabbly Connect

Once the Trigger is set up, move to the Action section and select ‘Telegram Bot’ as your application. For the Action Event, choose ‘Send a Text Message’. This will enable you to send the RSS feed updates to your Telegram channel.

To connect the Telegram Bot, you must create a bot using the BotFather in Telegram. Follow these steps:

Search for ‘BotFather’ in Telegram Start a chat and create a new bot Copy the token provided by BotFather

Paste this token into Pabbly Connect to establish the connection. Make sure to add the bot to your Telegram group and set it as an admin to allow it to send messages.

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5. Finalizing the Telegram Message in Pabbly Connect

After connecting the Telegram bot, you will need to specify the chat ID where the messages will be sent. This chat ID can be found in the URL of your Telegram group. Paste this ID into Pabbly Connect.

Next, create the message content. You can include a static text like ‘Just dropped a fresh update on my RSS feed: ‘ followed by dynamic data from the previous step, such as the RSS feed title. Here’s how to do it:

Map the title of the RSS feed from the previous step Include the link to the RSS feed Click on ‘Save and Send Test Request’ to test the setup

Once the test is successful, you will see the message posted in your Telegram group, confirming that the automation works. This integration of RSS by P and Telegram through Pabbly Connect ensures your subscribers receive timely updates.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate posting The Hindu RSS feed on Telegram. By following these steps, you can ensure that your subscribers stay updated with the latest news effortlessly. This integration not only saves time but also enhances communication with your audience.

Learn how to automate email notifications from Google Forms to Microsoft Office 365 using Pabbly Connect. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage using the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account. New users can click on ‘Sign up free’ to get started with 100 free tasks every month.

After signing in, you will be directed to the Pabbly Connect dashboard. This is where you can create workflows that automate tasks between applications. To set up your automation, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This initiates the process of connecting Google Forms and Microsoft Office 365 through Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once you are in the workflow creation window, give your workflow a name, such as ‘Send Outlook Email on Google Form Submission’. Select a folder for your workflow, or create a new one if needed. This organization helps manage multiple workflows efficiently within Pabbly Connect.

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

After creating the workflow, you will see two main components: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be Google Forms, and the Action will be Microsoft Office 365. This setup ensures that every new response in Google Forms leads to an email notification via Outlook, facilitated by Pabbly Connect.

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3. Setting Up the Trigger with Google Forms

To set up the Trigger, select Google Forms as your trigger application and choose ‘New Response Received’ as your trigger event. This means that every time a new response is submitted in your Google Form, Pabbly Connect will capture that response.

Upon selecting the trigger, you will be provided with a webhook URL. This URL is essential for connecting your Google Form with Pabbly Connect. Log into your Google Forms account and navigate to the form you created. Ensure that the last field in your form is marked as required to capture all necessary data. Then, set the destination for responses to a Google Sheets spreadsheet to store the data received from the form.

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4. Connecting Google Sheets with Pabbly Connect

After configuring Google Forms, the next step is to connect Google Sheets to Pabbly Connect. In your Google Sheets, click on ‘Extensions’, then select ‘Add-ons’, and choose ‘Get Add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. This will allow Google Sheets to send data to Pabbly Connect.

• Install the Pabbly Connect Webhooks add-on.
• Set up the webhook URL in the add-on settings.
• Turn on the send on event option to ensure data is sent to Pabbly Connect.

Once this setup is complete, every new submission in your Google Form will automatically populate in Google Sheets. This data will also be sent to Pabbly Connect for further processing, ensuring a seamless integration between the two applications.

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5. Setting Up the Action to Send Emails via Outlook

Now that you have configured the Trigger, it’s time to set up the Action. Select Microsoft Office 365 as your action application and choose ‘Send Mail’ as the action event. This ensures that an email is sent whenever a new response is captured from Google Forms via Pabbly Connect.

To build the connection, click on ‘Connect’ and either select an existing connection or create a new one by granting permission for Pabbly Connect to access your Microsoft Office 365 account. After successful authorization, you will need to fill in details such as the email subject and body. You can dynamically map recipient details from the Google Form responses to personalize the email content.

Finally, click ‘Save and Send Test Request’ to test the setup. If everything is configured correctly, you will receive a confirmation email in your Outlook inbox, confirming that the integration is working smoothly. This entire process showcases how Pabbly Connect effectively automates the workflow between Google Forms and Microsoft Office 365.

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Conclusion

In this tutorial, we successfully integrated Google Forms with Microsoft Office 365 using Pabbly Connect. This automation ensures that every new form submission triggers an email notification, enhancing communication efficiency. By following these steps, you can streamline your workflow and improve response management in your organization.

Learn how to automate mail merge between Google Sheets and Google Docs using Pabbly Connect. Follow this detailed step-by-step tutorial to streamline your workflow. 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 Mail Merge

To begin the mail merge process using Pabbly Connect, you need to access the platform. Start by navigating to Pabbly.com/connect in your browser. This will lead you to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign up for free’ button. This registration process takes only a couple of minutes and grants you 100 free tasks per month. Once logged in, you will see various applications available for integration.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button on your dashboard. A pop-up window will appear where you can name your workflow, such as ‘Mail Merge from Google Sheets to Google Docs’.

• Name your workflow appropriately.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize your workflow setup.

Once your workflow is created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the first step that will initiate your workflow, while the action is the response that follows. For this integration, select Google Sheets as your trigger application.

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3. Setting Up Google Sheets as Trigger in Pabbly Connect

In the trigger section of your Pabbly Connect workflow, search for Google Sheets and select it. You will then need to choose a trigger event; for this tutorial, select ‘New or Updated Spreadsheet Row’. This ensures that whenever a new row is added or updated in Google Sheets, it triggers the workflow.

Next, you need to connect Google Sheets to Pabbly Connect. To do this, copy the webhook URL provided in the setup instructions. Head over to your Google Sheets document, where you have your customer data stored.

• Go to Extensions > Pabbly Connect Vooks.
• Select Initial Setup and paste the webhook URL.
• Designate the trigger column (typically the last data column).

After completing these steps, click on ‘Send Test’ to ensure the connection is working, and then submit your setup. This enables the data from your Google Sheets to be sent to Pabbly Connect automatically.

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4. Configuring Google Docs Action in Pabbly Connect

Now that your trigger is set up, it’s time to configure the action in your Pabbly Connect workflow. For the action application, select Google Docs. You will then need to choose the action event, which in this case is ‘Create Document from Template’. This allows you to create personalized documents based on a pre-defined template.

To connect Google Docs with Pabbly Connect, click on ‘Connect’ and sign in to your Google account. Allow the necessary permissions to establish the connection. After successful authentication, select the template document you wish to use for your mail merge.

Choose your template from Google Docs. Map the fields from Google Sheets to the corresponding placeholders in your template. Specify the folder in Google Drive where the new documents will be saved.

Once everything is mapped correctly, click on ‘Save and Send Test Request’. This action will create a new document in Google Docs using the data from your Google Sheets.

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5. Sending All Data to Pabbly Connect

With your workflow set up, you can now send all the customer data from Google Sheets to Pabbly Connect. Return to your Google Sheets, go to Extensions > Pabbly Connect Vooks, and select the option to send all data. This will trigger the workflow you created, sending the data to Pabbly Connect for processing.

Pabbly Connect will handle the incoming data and create personalized documents for each customer based on the template you specified. To verify that the documents have been created, check the designated folder in your Google Drive.

Open your Google Drive and navigate to the folder where documents are saved. You should see all personalized documents created for each customer. Each document will contain the specific details mapped from your Google Sheets.

This process showcases how Pabbly Connect seamlessly integrates Google Sheets and Google Docs for an efficient mail merge experience.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the mail merge process between Google Sheets and Google Docs. By following the steps outlined, you can create personalized documents effortlessly, saving time and enhancing productivity.

Learn how to integrate Crisp Call SMS with Google Sheets using Pabbly Connect for seamless automation. Follow our step-by-step guide to set it up easily!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Crisp Call SMS with Google Sheets, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect. This platform allows you to automate tasks between different applications seamlessly.

Once on the Pabbly Connect page, you have two options: sign in if you are an existing user or click on ‘Sign up for free’ if you are new. New users get 100 tasks free every month, making it easy to start automating processes.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, for example, ‘ADD received Crisp Call SMS in Google Sheets.’ This helps you identify the automation easily later. using Pabbly Connect

• Choose a descriptive name for your workflow.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

Once created, you will see the trigger and action setup window. The trigger application will be Crisp Call, and the action application will be Google Sheets. This configuration is essential for the automation to work properly.

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3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the trigger will be Crisp Call, specifically the event for receiving a new SMS or MMS. This means that every time a new SMS is received, the automation will trigger the next action. using Pabbly Connect

For the action, select Google Sheets and choose the event to ‘Add a New Row.’ This setup ensures that the details from the SMS are captured and added to your Google Sheets automatically. You can now connect Crisp Call to Pabbly Connect by entering the API key and secret key from your Crisp Call account.

• Access your Crisp Call account and go to settings.
• Copy the API key and secret key.
• Paste these keys into Pabbly Connect to establish the connection.

Once connected, click on ‘Save and Send Test Request’ to ensure that the setup is working correctly. You will need to send a test SMS to your Crisp Call number to see if the integration captures the details successfully.

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4. Mapping SMS Details to Google Sheets

After successfully receiving the test SMS in Crisp Call, go back to Pabbly Connect. You will see the response that includes the SMS details. This is crucial for mapping the data into Google Sheets.

Now, you will need to connect Google Sheets to Pabbly Connect. Sign in with your Google account and select the spreadsheet where you want to add the SMS details. Make sure your Google Sheet has the necessary columns to hold the data, such as ‘From Number,’ ‘Query,’ and ‘ID.’

Select the appropriate spreadsheet from your Google Drive. Map the fields from the Crisp Call response to the corresponding columns in your Google Sheet. Click on ‘Save and Send Test Request’ to finalize the mapping.

After completing the mapping, you should receive a positive response indicating that the SMS details have been successfully added to your Google Sheets in a new row. This confirms that your automation is now fully functional.

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5. Conclusion

In this tutorial, we successfully integrated Crisp Call SMS with Google Sheets using Pabbly Connect. This powerful tool automates the process of adding SMS details to your Google Sheets, enhancing your workflow efficiency.

By following the steps outlined, you can easily set up similar automations for various applications, making your tasks easier and more manageable. Start utilizing Pabbly Connect today to streamline your processes!