Author: Rajpal Tomar

Learn how to automate the creation of GoHighLevel opportunities from Wix form submissions using Pabbly Connect with this step-by-step tutorial. 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 Wix Form Submission

To create a GoHighLevel opportunity on Wix form submission, you need to access Pabbly Connect. Start by opening your browser and typing ‘Pabbly.com/connect’ to reach the Pabbly Connect landing page.

If you don’t have an account, click on the ‘Sign Up for Free’ button and follow the prompts to create your account. If you already have an account, simply log in to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow something descriptive, like ‘Create GoHighLevel Opportunity on Wix Form Submission’.

• Click on the folder icon to select where to save the workflow.
• Choose the appropriate folder for better organization.
• Click on ‘Create’ to finalize your workflow setup.

Now you will see two boxes: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result. For this integration, the trigger will be Wix Forms.

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3. Setting Up the Trigger with Wix Forms

In the Trigger section of Pabbly Connect, search for and select ‘Wix Forms’. Next, choose the trigger event as ‘New Form Submission’. This will allow Pabbly Connect to capture new submissions from your Wix form.

After selecting the trigger event, you will need to connect Wix Forms to Pabbly Connect. Follow the instructions to copy the webhook URL provided by Pabbly Connect and log into your Wix account.

• Navigate to the Automations section in Wix.
• Create a new automation and select ‘Start from Scratch’.
• Set the trigger to Wix Forms and choose the form you want to use.

Finally, set the action to send via webhook and paste the URL you copied from Pabbly Connect. Activate the automation to connect Wix Forms with Pabbly Connect successfully.

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4. Creating an Opportunity in GoHighLevel

After setting up your trigger, it’s time to create an opportunity in GoHighLevel using Pabbly Connect. In the Action section, search for ‘Lead Connector V2’ and select it. Choose the action event as ‘Create Contact’ to create a new contact based on the form submission.

Connect Lead Connector V2 with Pabbly Connect by clicking on ‘Connect Now’ and following the prompts to establish the connection. Once connected, map the fields from your Wix form submission to the corresponding fields in GoHighLevel.

Map the first name, last name, email, and phone number from Wix to GoHighLevel. Ensure all required fields are filled accurately. Click on ‘Save and Send Test Request’ to verify the connection.

After successfully creating the contact, you can proceed to create an opportunity. Add another action step using Lead Connector V2 and select ‘Create Opportunity’. Map the details accordingly and save your workflow.

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5. Finalizing the Integration with Pabbly Connect

To finalize the integration using Pabbly Connect, ensure that all details are mapped correctly for creating the opportunity. Select the pipeline you want to use and map the fields such as name and stage ID from the previous steps.

Once everything is set up, click on ‘Save and Send Test Request’ to ensure the opportunity is created successfully in GoHighLevel. You should see a confirmation response indicating that the opportunity has been created.

To verify, log into your GoHighLevel account and check the Opportunities section. You should see the new opportunity listed with the details you provided from the Wix form submission.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of GoHighLevel opportunities from Wix form submissions. By following these steps, you can streamline your lead management process and enhance customer engagement effectively.

Learn how to seamlessly add unsubscribed Klenty prospects to Microsoft Excel using Pabbly Connect. Follow our detailed guide for automation and integration steps. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Setting Up Pabbly Connect for Klenty and Excel Integration

To integrate Klenty and Microsoft Excel, we will use Pabbly Connect. First, access Pabbly Connect by searching for ‘Pabbly Connect’ in your browser. You will be directed to the Pabbly Connect landing page where you can either sign in or sign up for a new account.

If you are new, click on the ‘Sign up for free’ button. The signup process is quick and grants you 100 free tasks each month. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to navigate to the dashboard.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear where you will name your workflow. For this integration, name it ‘Add Unsubscribed Klenty Prospect in Microsoft Excel’ and click ‘Create’. using Pabbly Connect

You will now see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result. Set up your trigger by selecting Klenty as your trigger application and choose ‘Prospect Unsubscribe’ as the trigger event.

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3. Connecting Klenty with Pabbly Connect

To connect Klenty with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between Klenty and Pabbly Connect. Copy the provided webhook URL from Pabbly Connect and navigate to your Klenty account. In Klenty, go to ‘Settings’ and find the ‘Integrations’ section.

Within the Integrations menu, select ‘Webhooks’ and click on ‘Add Webhook Event’. Choose ‘Prospect Unsubscribe’ as your event and paste the copied webhook URL into the designated field. Click ‘Add’ to finalize the connection. Now, Pabbly Connect is waiting for a webhook response from Klenty.

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4. Testing the Integration with Unsubscribe Action

To test the integration, you need to unsubscribe a prospect in Klenty. Open your email client (Gmail) and find the email sent from Klenty. Click on the unsubscribe link and confirm your action. This will trigger the webhook, and you should see a response in Pabbly Connect indicating that the prospect has been unsubscribed. using Pabbly Connect

Once you receive the response, it will contain details such as the prospect’s name, email, city, and company. This information is essential for the next step where we will add these details to Microsoft Excel.

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5. Adding Unsubscribed Prospect Details to Microsoft Excel

Now that we have the unsubscribed prospect’s details, the next action is to add this information to Microsoft Excel. In Pabbly Connect, click on the ‘Action’ tab and search for Microsoft Excel. Select it as your action application and choose ‘Add Row to Worksheet’ as your action event.

Connect Microsoft Excel with Pabbly Connect by clicking on ‘Connect’ and then ‘Add New Connection’. After accepting the permissions, select the workbook where you want to store the unsubscribed prospects. Map the fields from Klenty’s response to the respective columns in your Excel sheet. Finally, click ‘Save and Test’. This will confirm that the details have been successfully added to your Excel sheet.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add unsubscribed Klenty prospects to Microsoft Excel. By following these steps, you can streamline your prospect management and ensure that your records are always up-to-date.

Learn how to automate Mailchimp subscribers from Cognito Forms submissions using Pabbly Connect with this step-by-step guide. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

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Setting Up Pabbly Connect for Automation

To automate Mailchimp subscribers from Cognito Forms submissions, we first need to set up Pabbly Connect. This application allows seamless integration between different platforms without any coding skills. Start by visiting the Pabbly Connect website and signing in to your account.

Once logged in, you will see your dashboard. Click on the ‘Create Workflow’ button to start a new automation process. You will be prompted to name your workflow, so let’s name it ‘Automatic Create Mailchimp Subscribers on Cognito Form Submission’. After naming, select the folder where you want to save this workflow.

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Configuring Cognito Forms as Trigger Application

In this step, we will configure Cognito Forms as the trigger application in Pabbly Connect. Click on the trigger box and select Cognito Forms from the list of applications. The event you want to trigger is ‘New Entry’. This means that every time a new entry is submitted in Cognito Forms, it will trigger the automation.

Next, you need to connect your Cognito Forms account with Pabbly Connect. You will be given a webhook URL, which acts as a bridge between the two applications. Copy this URL and head over to your Cognito Forms account to paste it into the correct field. Make sure to enable the option to post JSON data to a website.

• Open your Cognito Forms account.
• Navigate to the form settings.
• Paste the webhook URL into the appropriate field.

After saving the settings in Cognito Forms, submit a test entry to ensure the connection is working. Once submitted, return to Pabbly Connect and check for the response to confirm that the integration has been successful.

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Setting Up Mailchimp as Action Application

Now, we will set up Mailchimp as the action application in Pabbly Connect. Click on the action box and select Mailchimp from the list. Choose the action event as ‘Add New Member’. This action will add a new subscriber to your Mailchimp account whenever a form entry is submitted.

Next, you need to connect your Mailchimp account with Pabbly Connect. To do this, you will require an API key from your Mailchimp account. Go to your Mailchimp account, click on your profile, and navigate to ‘Extras’ then ‘API keys’. Generate a new API key if you don’t have one, copy it, and paste it into Pabbly Connect.

• Access your Mailchimp account.
• Navigate to API keys under Extras.
• Copy the API key and paste it into Pabbly Connect.

After connecting, you will be prompted to select the audience list where you want to add the new subscribers. Make sure to map the fields correctly, such as email, first name, and last name from the Cognito Forms submission to the corresponding fields in Mailchimp.

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Testing and Finalizing Your Automation

In this final step, we will test the entire automation process. First, go back to your Cognito Forms and submit a new entry with dummy details. Once the form is submitted, check Pabbly Connect to see if the response has been captured successfully.

If the response is captured, you will see the details such as first name, last name, and email in the Pabbly Connect dashboard. Now, check your Mailchimp account to see if the new subscriber has been added to the audience list you selected. This will confirm that your automation is working perfectly.

Finally, ensure everything is saved correctly in Pabbly Connect. You can now enjoy the seamless integration between Cognito Forms and Mailchimp, allowing for efficient subscriber management without manual effort.

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Conclusion

In this tutorial, we learned how to automate Mailchimp subscribers from Cognito Forms submissions using Pabbly Connect. This integration streamlines the process, making it easier to manage event registrations and subscribers efficiently.

Learn how to automate the creation of Holded contacts from Facebook Lead Ads using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Integration

To create a Holded contact for Facebook Lead Ads leads, start by accessing Pabbly Connect. This platform allows you to automate workflows without needing programming skills. Simply visit the Pabbly website and sign in or sign up for a free account.

Once you’re logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that integrate various applications, including Facebook and Holded. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating the Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect specifically for Facebook Lead Ads. Name your workflow something descriptive, like ‘Create Holded Contact for Facebook Lead Ads Lead’. Select the appropriate folder for organization.

• Click on ‘Create Workflow’.
• Name your workflow.
• Select the folder for saving.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. Set Facebook Lead Ads as your trigger application and select the ‘New Lead’ event. This configuration ensures that every time a new lead is added, the workflow is triggered automatically.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Next, connect your Facebook Lead Ads account to Pabbly Connect. If you have an existing connection, simply save it. If not, click on ‘Add New Connection’ and log into your Facebook account to grant permissions for accessing your ads.

Once connected, you need to select the specific Facebook page and form associated with your lead ads. For instance, choose your page named ‘Prime Properties’ and select the corresponding form. This setup allows Pabbly Connect to receive data from your lead ads seamlessly.

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4. Creating Holded Contact from Facebook Lead Ads

Now that your trigger is set, it’s time to create the contact in Holded. Select Holded as your action application in Pabbly Connect and choose the ‘Create Contact’ action event. This step will automate the creation of contacts based on the leads captured from Facebook.

• Click on ‘Connect’ for Holded.
• Enter your API key from Holded.
• Map the required fields from the lead data.

After mapping the fields like first name, last name, email, and phone number, click on ‘Save and Send Test Request’. This action will send the lead information to Holded, creating a new contact automatically whenever a new lead is submitted through Facebook.

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5. Testing the Integration

To ensure everything is working correctly, test the integration by submitting a sample lead through your Facebook Lead Ads. Go back to your form and enter dummy details, then submit it. Pabbly Connect will receive this data and create a contact in Holded.

Check your Holded account to verify that the new contact appears with the details you submitted. This confirms that the automation is functioning as intended. You can repeat this process to test with different leads, ensuring that every submission is captured correctly.

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Conclusion

By following these steps, you can successfully create Holded contacts from Facebook Lead Ads leads using Pabbly Connect. This integration streamlines your lead management process, saving you time and effort while improving your workflow efficiency.

Learn how to automate email template generation using Google Gemini and Pabbly Connect. Follow our step-by-step guide to streamline your email marketing efforts. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Email Automation

To start automating email templates with Google Gemini, first access Pabbly Connect. This powerful integration platform allows seamless connections between various applications, including Google Sheets and Google Gemini.

Begin by signing into your Pabbly Connect account. New users can sign up for free, receiving 100 tasks each month. Once logged in, navigate to the dashboard where you can initiate your automation process.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is creating a workflow. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will prompt you to name your workflow; enter a descriptive title like ‘Automatically Generate Email Templates with Google Gemini’.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize your workflow setup.

After clicking ‘Create’, you will see two main sections: Trigger and Action. Setting these up correctly is essential for the automation to function as intended.

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3. Setting Up the Trigger with Google Sheets

For the trigger step, select Google Sheets as your application in Pabbly Connect. This step is crucial because the email subject and content will be entered in a Google Sheet, which will initiate the automation.

Choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that whenever new data is entered, Pabbly Connect captures it. After selecting the trigger, copy the webhook URL provided by Pabbly Connect to link Google Sheets with the platform.

• Open your Google Sheets document.
• Click on ‘Extensions’ and then ‘Add-ons’.
• Search for and install the Pabbly Connect Webhooks add-on.
• Set up the webhook URL in the add-on’s initial setup.

After configuring the webhook, make sure to click on ‘Send on Event’ to ensure that new data entries trigger the automation.

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4. Generating Email Templates with Google Gemini

Once the trigger is set, the next step is to generate the email template using Google Gemini through Pabbly Connect. Select Google Generative AI as your action application and choose the ‘Generate Content’ action event.

Connect Google Gemini by providing the necessary API key. You can obtain this key from the Google AI Studio. After connecting, you will need to fill in the prompt for generating the email template using the data captured from Google Sheets.

Write a descriptive prompt for the email template. Map the email content description from the previous step. Select the appropriate model for the content generation.

After configuring all fields, click on the ‘Save and Test Request’ button. If successful, you will receive the generated email template from Google Gemini.

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5. Updating the Email Template in Google Sheets

Now that you have generated the email template, the final step is to update your Google Sheets with this content. In Pabbly Connect, add another action step and select Google Sheets again, this time choosing the ‘Update Row’ action event.

Connect Google Sheets and select the spreadsheet you originally used. Map the row index and the fields for email subject, content description, and the newly generated email template. After filling in the required details, click on ‘Save and Send Test Request’.

Upon successful execution, open your Google Sheets to confirm that the email template has been updated with the generated content from Google Gemini. This completes the automation process!

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Conclusion

By following these steps, you can easily automate the generation of email templates using Google Gemini and Pabbly Connect. This integration not only saves time but also ensures consistency in your email marketing efforts. Now you can focus on your marketing strategy while Pabbly Connect handles the automation!

Learn how to automate posting RSS feed data to your Facebook page using Pabbly Connect with this detailed tutorial. Step-by-step instructions included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Setting Up Pabbly Connect for RSS Feed to Facebook Integration

To post RSS feed data to Facebook pages, the first step is to access Pabbly Connect. This powerful integration platform allows you to automate your workflow without any coding skills. Start by visiting the Pabbly Connect website and either sign in or create a new account if you don’t have one.

Once you are logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Post RSS Feed Data to Facebook Pages.’ This sets the stage for integrating RSS feeds with your Facebook page.

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2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. The trigger will capture new data from your RSS feed. For this, select the application ‘RSS by Pabbly’ as your trigger application. Then, you need to choose the trigger event, which is ‘New Item in Feed’. This specifies that every time there’s a new item in the RSS feed, the workflow will be activated. using Pabbly Connect

• Select ‘RSS by Pabbly’ as the Trigger Application.
• Choose ‘New Item in Feed’ as the Trigger Event.
• Connect your RSS feed by entering the feed URL.

After entering the feed URL, click on the ‘Save & Test’ button. This action will allow you to see if the connection works and if the data is being captured correctly. You will receive a response indicating the details of the news from your RSS feed, confirming that your trigger is set up successfully.

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3. Setting Up the Action to Post on Facebook

Now that you have configured the trigger, it’s time to set up the action step that will post the RSS feed data to your Facebook page. Select ‘Facebook Pages’ as your action application. The action event you need to choose is ‘Create Page Post’. This defines what action will be taken when the trigger is activated.

Next, connect your Facebook account to Pabbly Connect by clicking on the ‘Connect’ button. You will need to grant permission for Pabbly Connect to access your Facebook page. Once connected, select the specific Facebook page where you want to post the updates.

• Choose ‘Create Page Post’ as the Action Event.
• Select the Facebook page for posting.
• Map the message and link URL from your RSS feed data.

In the message field, you can create a caption such as ‘Stay updated with the latest news!’ and map the title of the news from your RSS feed. This ensures that every new post will automatically include the most recent updates from your feed.

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4. Testing the Integration Workflow

After setting up both the trigger and action steps, it’s crucial to test the integration to ensure everything works smoothly. Click on the ‘Save & Send Test Request’ button to check if the new post is created on your Facebook page. If successful, you will see a positive response indicating that your post was created.

To verify, head over to your Facebook page and refresh it. You should see the new post reflecting the latest updates from your RSS feed. This step confirms that Pabbly Connect is effectively automating the posting process, saving you time and ensuring timely updates for your followers.

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5. Finalizing the Automation Process

With your integration successfully tested, the final step is to finalize the automation process. You can now sit back and let Pabbly Connect handle the posting of RSS feed data to your Facebook page automatically. Whenever a new item is added to your RSS feed, it will trigger a new post on your selected Facebook page.

This automation not only saves you time but also keeps your audience engaged with real-time updates. By leveraging Pabbly Connect, you ensure that your followers stay informed about the latest financial news without any manual effort on your part.

In summary, you have successfully set up a workflow that connects your RSS feed to your Facebook page using Pabbly Connect. This integration enhances your online presence and allows for consistent content sharing.

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Conclusion

In this tutorial, we explored how to automate posting RSS feed data to Facebook pages using Pabbly Connect. By following these steps, you can ensure your followers receive timely updates effortlessly. This integration not only saves time but also increases engagement on your Facebook page.

Learn how to automate LinkedIn posts using Pabbly Connect and Google Gemini. This tutorial covers step-by-step integration for efficient posting. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Setting Up Pabbly Connect to Automate LinkedIn Posts

To automate LinkedIn posts using Pabbly Connect, the first step is to access the platform. Open your browser and search for Pabbly Connect. You will see options to sign in or sign up for a free account. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes only a few minutes and gives you 100 tasks free each month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; in this case, name it ‘Create LinkedIn Posts Using Google Gemini’. Select a folder to save your workflow and click ‘Create’. This sets the foundation for your automation.

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2. Configuring Google Sheets as the Trigger in Pabbly Connect

The next step involves setting up Google Sheets as the trigger application in Pabbly Connect. In the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. Start by selecting Google Sheets as your trigger application. In the trigger event options, choose ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added or updated in your Google Sheet.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Connect your Google Sheets with Pabbly Connect using the provided webhook URL.

After selecting your trigger, you need to connect Google Sheets with Pabbly Connect. Copy the webhook URL provided and go to your Google Sheets. Under the Extensions menu, look for the Pabbly Connect Webhooks option to set it up. This integration allows Pabbly Connect to receive data from your Google Sheets whenever a new post title and image URL are added.

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3. Generating Post Descriptions Using Google Gemini

After setting up the trigger, the next step in Pabbly Connect is to generate content using Google Gemini. Add a new action step and select Google Gemini as the action application. Choose ‘Generate Content’ as the action event. Here, you will need to connect Google Gemini with Pabbly Connect using an API key.

To obtain the API key, log into your Google Gemini account and navigate to the Google AI Studio. Click on ‘Get API Key’ and create a new API key for your project. Copy this key and paste it into Pabbly Connect to establish the connection. Once connected, you can create a prompt for Google Gemini to generate a description for your LinkedIn post.

• Select Google Gemini as the action application.
• Set the action event to ‘Generate Content’.
• Map the post title from Google Sheets into the content prompt for Google Gemini.

In the prompt, specify that the AI should create a unique and engaging description based on the title provided. This will ensure that your LinkedIn posts are not only automated but also relevant and tailored to your brand’s voice.

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4. Creating the LinkedIn Post with Pabbly Connect

Once the content is generated, the final step is to create the post on LinkedIn using Pabbly Connect. Add another action step and select LinkedIn as the action application. Choose ‘Share Text with Image’ as the action event. Connect your LinkedIn account to Pabbly Connect by logging in and granting the necessary permissions.

In this step, map the generated content and the image URL from the previous steps into the LinkedIn post fields. Ensure that the post visibility is set to Pabbly so that it reaches your audience. After mapping all the required fields, click on ‘Save and Send Test’. This will create the post on your LinkedIn account automatically.

Select LinkedIn as the action application. Choose ‘Share Text with Image’ as the action event. Map the required fields including post title, description, and image URL.

After successfully testing the action, you will see the new post appear on your LinkedIn account, confirming that the automation works seamlessly. This integration allows you to maintain a consistent posting schedule without manual intervention.

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5. Conclusion: Streamlining LinkedIn Posting with Pabbly Connect

In conclusion, using Pabbly Connect to automate LinkedIn posts with Google Gemini significantly enhances efficiency. By setting up triggers in Google Sheets and generating content through Google Gemini, you can ensure that your LinkedIn presence remains active and engaging.

This integration not only saves time but also allows for consistent branding and messaging. With Pabbly Connect, you can focus on your business while automating your social media efforts effectively.

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Learn how to automate sending WhatsApp receipts for NGO donations using Pabbly Connect and Instamojo 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 Automation

To begin automating the process of sending WhatsApp receipts for NGO donations, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect.

Here, you can either sign in if you are an existing user or click on the sign-up button to create a new account. Signing up is quick and provides you with 100 free tasks each month to explore the software’s capabilities.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear asking for a workflow name. Enter ‘Send ATG Receipts on WhatsApp for Donations Received via Instamojo’ and select a folder for organization.

• Click on ‘Create’ to finalize the workflow setup.
• You will see two windows: one for the trigger and another for the action.
• Triggers are events that start the workflow, while actions are what happens as a result.

In this case, the trigger will be a successful payment via Instamojo, which will initiate the creation of an ATG certificate in Google Docs.

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3. Setting Up the Trigger with Instamojo

In Pabbly Connect, select Instamojo as your trigger application and choose the event ‘Successful Payment’. This means every time a payment is made, the workflow will trigger automatically.

After selecting the trigger, you will receive a webhook URL. Copy this URL as it will connect Instamojo to Pabbly Connect. Next, go to your Instamojo dashboard and find the smart page you created for your NGO donations.

• Edit the page and find the option to add a webhook.
• Paste the copied webhook URL and save the changes.
• Ensure only successful payment information is sent to Pabbly Connect.

This connection will ensure that every successful donation triggers the workflow in Pabbly Connect.

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4. Creating the ATG Certificate in Google Docs

After setting up the trigger, the next step in Pabbly Connect is to create the ATG certificate using Google Docs. Add an action step and select Google Docs as the application. Choose the action event ‘Create Document from Template’.

Connect your Google account to Pabbly Connect and select the ATG certificate template you previously created. Map the necessary fields such as donor name, donation amount, and date of donation to ensure the certificate is personalized for each donor.

Map the name of the donor from the previous response. Ensure all relevant details are included in the certificate. Click ‘Save and Send Test Request’ to create the document.

This step will generate a personalized ATG certificate each time a donation is made through Instamojo.

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5. Sending the ATG Certificate via WhatsApp

To send the certificate to the donor via WhatsApp, add another action step in Pabbly Connect and select WhatsApp by Aisnc. Choose the action event ‘Send Template Message’.

Connect your Aisnc account and enter the necessary details, including the campaign name and the template you created for sending messages. Map the donor’s phone number and include the PDF link of the ATG certificate in the message.

Customize your message with donor-specific details. Test the message to ensure it sends correctly. Verify that the donor receives the message along with the certificate.

Once this step is complete, your workflow will automatically send a thank you message and the ATG certificate to each donor after their payment is processed.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending WhatsApp receipts for NGO donations. This integration not only saves time but also enhances donor engagement by providing instant acknowledgments and personalized certificates.

Learn how to automate lead management by integrating Outlook with Pabbly Connect using this step-by-step tutorial. Streamline your workflow and enhance productivity. 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 Integration

To start integrating Outlook with Pabbly Connect, first visit the Pabbly Connect homepage. You can access it by typing the URL in your browser. Pabbly Connect is the central platform that enables this integration, allowing you to automate workflows seamlessly. using Pabbly Connect

Once on the homepage, you will see options to either sign in or sign up for free. If you’re a new user, click on the ‘Sign up for free’ button to create your account, which only takes a couple of minutes. Existing users can simply click on the ‘Sign in’ option to access their dashboards.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the process of adding leads from Outlook to your email marketing software. Click on the ‘Create Workflow’ option to begin. using Pabbly Connect

• Provide a name for your workflow, such as ‘Create FLA Desk Subscriber for Leads via Outlook’.
• Select the folder where you want to save this workflow.
• Click on Create to save your new workflow.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, the trigger will be receiving a new email in Outlook, and the action will be adding that lead to FLA Desk as a subscriber.

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3. Setting Up the Outlook Trigger in Pabbly Connect

To set up the trigger, select Microsoft 365 as your trigger application in Pabbly Connect. This is essential because Outlook is part of Microsoft 365. After selecting Microsoft 365, choose the trigger event ‘New Mail’. This event will trigger the workflow whenever a new email is received. using Pabbly Connect

Next, click on the ‘Connect Now’ button to establish the connection. You will have the option to add a new connection or select an existing one. Choose to add a new connection and follow the prompts to authorize Pabbly Connect to access your Microsoft 365 account.

• Accept the permissions to allow Pabbly Connect to access your Outlook account.
• Click on ‘Save and Send Test Request’ to capture the latest email response.

This step ensures that Pabbly Connect is monitoring your Outlook account for new emails, and it will capture the details needed to create subscribers in FLA Desk.

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4. Filtering Leads Before Adding Subscribers in Pabbly Connect

Once the trigger is set up, you need to filter the emails received to ensure only relevant leads are processed. Add a filter action in your workflow to set conditions. This ensures that only emails containing specific keywords in the subject line will trigger the next action. using Pabbly Connect

For example, set the filter to check if the subject contains the phrase ‘New Lead Inquiry’. This will help you manage your leads effectively by only processing inquiries related to new leads.

Select the label as ‘Subject’ and set the filter type to ‘Contains’. Click on ‘Save and Send Test Request’ to confirm that the condition is met.

This filtering step is crucial as it allows Pabbly Connect to only continue the workflow when the right emails are detected, ensuring that only relevant leads are added to FLA Desk.

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5. Creating Subscribers in FLA Desk via Pabbly Connect

With the filter in place, it’s time to set up the action that creates subscribers in FLA Desk. Select FLA Desk as your action application in Pabbly Connect, and choose the action event ‘Create or Update Subscriber’. This step is where the actual addition of leads to your email marketing software occurs. using Pabbly Connect

Connect your FLA Desk account by entering your login credentials. Once connected, map the required fields such as email, name, and phone number from the email received in Outlook. You can use Pabbly Connect’s text formatter feature to extract and split the name into first and last names if needed.

Map the email address from the email content to the subscriber email field. Use the text parser to extract the lead’s name and phone number from the email body.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to confirm that the subscriber has been successfully added to your FLA Desk account. This automation ensures that every lead inquiry received through Outlook is automatically captured and managed without manual intervention.

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Conclusion

By integrating Outlook with Pabbly Connect, you can automate the process of managing leads effectively. This setup allows you to capture inquiries directly into your email marketing software, streamlining your workflow and enhancing productivity.

Learn how to integrate Google Sheets and Slack using Pabbly Connect to notify your team whenever a new row is added. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start notifying your team on Slack for new rows added in Google Sheets, first, you need to access Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard where you can create a new workflow. This is the central hub where you will set up the integration between Google Sheets and Slack.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow that will handle the notifications. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Notify Team on Slack for New Row in Google Sheets’. This naming helps in identifying the workflow later. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Enter a suitable name for your workflow.
• Select Google Sheets as the trigger application.

After naming the workflow, select Google Sheets as the trigger application. The trigger event will be set to ‘New Row Added’. This means that every time a new row is added to your Google Sheet, it will trigger the workflow.

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3. Setting Up Google Sheets in Pabbly Connect

Now, you need to connect Google Sheets to Pabbly Connect. Click on the ‘Connect’ button and follow the prompts to authorize Pabbly Connect to access your Google Sheets. You will need to provide the necessary permissions for it to function properly.

Once connected, you will be asked to enter the Webhook URL provided by Pabbly Connect into your Google Sheets. This URL acts as a bridge between Google Sheets and Pabbly Connect, allowing the data to flow seamlessly.

• Copy the Webhook URL from Pabbly Connect.
• Paste the URL into your Google Sheets as instructed.
• Set the trigger column to the last column where data will be entered.

After setting up the Webhook URL, click on ‘Submit’ to complete the configuration. This will ensure that every new entry in your Google Sheet is sent to Pabbly Connect.

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4. Configuring Slack Notifications in Pabbly Connect

Next, you need to set up Slack as the action application in your workflow. This is where Pabbly Connect will send notifications. Choose Slack and select ‘Send Channel Message’ as the action event. This will allow you to send messages to a specific Slack channel whenever a new row is added.

Connect your Slack account by clicking on the ‘Connect’ button. You will need to authorize Pabbly Connect to send messages to your Slack workspace. After authorization, select the channel where you want the notifications to be sent.

Choose ‘Send Channel Message’ as your action event. Select the Slack channel for notifications. Draft your message format with the necessary details.

In the message format, include relevant details like the traveler’s name, phone number, email, and other pertinent information. This will ensure that your team receives all the necessary details in the Slack notification.

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5. Testing and Finalizing the Integration

Finally, it’s time to test your integration. Add a new row in your Google Sheets to trigger the workflow. Once you enter the data, check if the notification is sent to your selected Slack channel via Pabbly Connect.

If the test is successful, you will see the message in your Slack channel confirming that the integration is working as intended. If not, revisit the previous steps to ensure everything is set up correctly.

Once confirmed, your workflow is now ready to notify your team on Slack every time a new row is added in Google Sheets. This automation will save time and keep your team informed efficiently.

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Conclusion

Integrating Google Sheets and Slack using Pabbly Connect allows you to automate notifications for new rows added. This setup enhances team communication and efficiency, ensuring everyone stays updated effortlessly.