Author: Rajpal Tomar

Learn how to automate the registration process between Big Marker and Go High Level using Pabbly Connect in this detailed step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

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Creating a Workflow to Connect Big Marker and Go High Level

In this section, we will create a workflow using Pabbly Connect to automate the registration process from Big Marker to Go High Level. Start by logging into your Pabbly account and accessing the dashboard.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘How to Create Go High Level Contact with Tags for Big Marker Registration’ and select the appropriate folder for organization.

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Setting Up the Trigger for Big Marker Registrations

Now, let’s set up the trigger in Pabbly Connect. Select Big Marker as your trigger application. The event will be set to ‘New Registration’ which indicates that whenever a new registration occurs, the workflow will be activated.

To connect Big Marker, you will need the webhook URL provided by Pabbly Connect. Navigate to your Big Marker account, go to the webinar settings, and find the integrations section. Here, you will paste the webhook URL to establish the connection.

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Creating a Contact in Go High Level

Next, we will set the action step to create a contact in Go High Level when the trigger occurs. Select Go High Level as your action application. Choose the action event as ‘Create Contact’. using Pabbly Connect

Now, you’ll need to connect your Go High Level account. Once connected, map the fields from the Big Marker registration to the corresponding fields in Go High Level. This includes mapping first name, last name, email, and phone number.

• First Name: Map to the first name field
• Last Name: Map to the last name field
• Email: Map to the email field
• Phone Number: Map to the phone number field

After mapping the fields, you can add any tags necessary for the contact. This is crucial for organizing your contacts effectively in Go High Level.

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Testing the Integration

Once your workflow is set up, it’s time to test the integration. Go back to Big Marker and register for the webinar using a test email. After submitting the form, check your Pabbly Connect dashboard to see if the response is recorded. using Pabbly Connect

If the integration is successful, you will see the contact created in Go High Level with the information you provided during registration. This confirms that your automation works seamlessly between Big Marker and Go High Level.

Make sure to review the data captured and ensure all fields are correctly populated. If everything looks good, your setup is complete!

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Conclusion

In this tutorial, we demonstrated how to automate the registration process between Big Marker and Go High Level using Pabbly Connect. This integration streamlines your workflow and enhances efficiency in managing webinar registrations.

Learn how to automate WordPress post creation using Pabbly Connect, integrating Google Sheets and Perplexity AI for seamless content management. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect, first navigate to the Pabbly website. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click on ‘Sign in’ to access their dashboard.

Once you have logged in, you will see various Pabbly applications. For this tutorial, select Pabbly Connect to start integrating your applications. Click on ‘Access Now’ to enter your workflow dashboard.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it. For this integration, name your workflow ‘How to Create WordPress Post with Perplexity AI’ and select the folder named ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• This window will allow you to set triggers and actions.
• Select Google Sheets as the trigger application.

In the trigger event, choose ‘New or Updated Spreadsheet Row’. This step will set up the connection between Google Sheets and Pabbly Connect, allowing the automation to trigger whenever a new content request is added.

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3. Connecting Google Sheets to Pabbly Connect

After selecting Google Sheets as your trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Google Sheets to the workflow.

Open your Google Sheets, navigate to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet to ensure the add-on is active.

• Go back to ‘Extensions’, find ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’.
• Paste the webhook URL you copied earlier.
• Set the trigger column to the final data column, typically column C.

Click ‘Submit’ to finalize the connection. This will ensure that any new entries in your Google Sheets will trigger the workflow in Pabbly Connect.

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4. Generating Content with Perplexity AI

Next, you will set up an action in Pabbly Connect to generate content using Perplexity AI. Select Perplexity AI as your action application and choose the action event as ‘Create Chat Completion’. This will allow you to create a blog post based on the details from Google Sheets.

Connect your Perplexity AI account by providing the API key. To obtain the API key, log into your Perplexity AI account, navigate to the settings, and generate a new API key. Paste this key into Pabbly Connect to establish the connection.

Map the product name, features, and title from your Google Sheets response. Set the prompt to generate a blog post focusing on these mapped details. Click ‘Save and Send Test Request’ to verify the content generation.

Upon successful completion, Pabbly Connect will generate a blog post content that can be used in your WordPress site.

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5. Creating a WordPress Post Automatically

The final step is to create a new post in WordPress using the content generated by Perplexity AI. In Pabbly Connect, add another action and select WordPress as the application. Choose ‘Create a Post’ as the action event.

Connect your WordPress account by entering your WordPress email, password, and base URL (excluding any login paths). After saving the connection, map the post title and content from the previous steps to fill in the necessary fields.

Set the post status to ‘Published’ to make it live immediately. Click ‘Save and Send Test Request’ to create the post. Verify the post in your WordPress account.

Once confirmed, you can also add the post link back to your Google Sheets for easy access. This final integration showcases how Pabbly Connect enhances your workflow by automating the entire content creation process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of WordPress posts using Google Sheets and Perplexity AI. This integration streamlines your content management process, ensuring your WordPress site is always updated with fresh content.

Learn how to automate Salesmate deal updates to Microsoft Teams using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Salesmate with Microsoft Teams, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page at Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

As an existing user, click on the ‘Sign In’ button. This will direct you to your dashboard where you can access various Pabbly applications. Select ‘Access Now’ for Pabbly Connect to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this integration, name your workflow ‘Send Channel Message on Microsoft Teams for Salesmate Deal Updates’ and click ‘Create’.

This opens the workflow window where you will define your trigger and actions. The trigger determines when the workflow starts, while the action specifies what happens next. In this case, the trigger will be an update in Salesmate.

• Click on ‘Select Application’ and search for Salesmate.
• Choose the trigger event as ‘Deal Updated’.
• Copy the provided webhook URL for the next steps.

After selecting the trigger, you will be given a webhook URL. This URL is essential for connecting your Salesmate account with Pabbly Connect. Make sure to copy it for later use.

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3. Setting Up Salesmate for Webhook

Next, log into your Salesmate account to set up the webhook. Navigate to the top right corner, click on ‘Setup’, then select ‘Sales Automation’ and ‘Workflow Management’. Here, you can create a new rule.

Click on ‘New Rule’ and select ‘Deal’ from the module drop-down. Name your rule (e.g., ‘Testing’) and set it to execute on updates. This will ensure that your workflow in Pabbly Connect triggers whenever a deal is updated.

• Select ‘Update’ as the execution condition.
• Add a webhook action by clicking ‘Add’.
• Paste the copied webhook URL and set the method to ‘POST’.

After configuring these settings, save the rule. This connects your Salesmate account to Pabbly Connect, allowing it to send updates to the workflow.

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4. Configuring Microsoft Teams in Pabbly Connect

Now that you have set up Salesmate, return to Pabbly Connect to configure the action for Microsoft Teams. Select Microsoft Teams as your action application and choose ‘Send Message in a Channel’ as the action event.

Click on ‘Connect’ to link your Microsoft Teams account with Pabbly Connect. If this is your first time connecting, you will need to authorize Pabbly to access your Teams account. Click ‘Allow’ to grant the necessary permissions.

Select the team you want to send messages to (e.g., Sales Team). Choose the channel within that team to send the message. Map the message content to include deal details like title, status, and estimated close date.

After mapping all required fields, click on ‘Save and Send Test Request’. This action sends a test message to your chosen Microsoft Teams channel, confirming that the integration works correctly.

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5. Testing the Integration

To ensure everything is functioning properly, update a deal in your Salesmate account. Change any detail (e.g., state or estimated close date) and save the changes. This should trigger the workflow in Pabbly Connect.

After the update, check your Microsoft Teams channel to see if the message has been sent. You should see the deal update reflected in the channel message, confirming that the integration works seamlessly.

Repeat this process for additional deal updates to ensure consistent functionality. This integration keeps your sales team informed in real-time, enhancing communication and efficiency.

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Conclusion

In this tutorial, we demonstrated how to integrate Salesmate with Microsoft Teams using Pabbly Connect. This automation ensures that your team receives timely updates on deal changes, improving coordination and response times. With just a few steps, you can set up powerful workflows that enhance your business operations.

Learn how to automate your Facebook news feed using Pabbly Connect and Perplexity AI. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Automating News Feeds

In this tutorial, we will explore how to use Pabbly Connect to automate your Facebook news feed. By integrating RSS feeds with Perplexity AI, you can streamline the process of sharing the latest sports news. This method saves time and ensures your followers receive updates without manual effort.

First, you need to access Pabbly Connect. Visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get 300 tasks every month. Once logged in, you will see the dashboard where you can create workflows to connect various applications.

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2. Creating a Workflow in Pabbly Connect

To start, click on the ‘Create Workflow’ button on the top right corner of the dashboard. Name your workflow something descriptive, such as ‘Automated News Feed on Facebook Using Perplexity AI’. Select a folder to save your workflow, or create a new one if necessary.

• Click on the ‘Create’ button to proceed.
• Understand the two main principles: Trigger and Action.
• Set up a trigger to start your automation.

In the workflow, select the trigger application as RSS by Pabbly. Choose the trigger event as ‘New Item in Feed’. This means that whenever a new item is posted in your selected RSS feed, it will trigger the workflow in Pabbly Connect.

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3. Connecting RSS Feed to Pabbly Connect

After selecting the trigger, you will need to connect your RSS feed to Pabbly Connect. Click on the ‘Connect’ button and enter the feed URL from your desired RSS source. For this example, we will use the RSS feed from The Hindu, specifically for sports news.

Once you have copied the feed URL, paste it into the designated field in Pabbly Connect. You will also need to select a filter type, which can be set to ‘Default’. After entering the necessary details, click on ‘Save and Send Test Request’ to validate the connection.

Upon successful connection, you will receive a response containing the title and details of the latest news item. This confirms that your RSS feed is properly integrated with Pabbly Connect.

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4. Using Perplexity AI to Generate Summaries

Now that your RSS feed is connected, the next step is to generate a summary of the news using Perplexity AI. In your action step, select Perplexity AI as the action application and choose the action event as ‘Create Chat Completion’.

Connect your Perplexity AI account to Pabbly Connect by clicking on ‘Connect’. You will need to enter your API key, which can be found in your Perplexity AI account settings. Paste the key into Pabbly Connect and save the connection.

• Set the model to ‘text-davinci-003’.
• Define the role as ‘user’ in the content user field.
• Provide a prompt for generating the summary.

Make sure to map the news link from the RSS feed response into your prompt. This will allow Perplexity AI to create a summary based on the latest news article automatically.

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5. Posting to Facebook Using Pabbly Connect

Once you have generated the summary using Perplexity AI, the final step is to post it on your Facebook page. In your workflow, add another action step and select Facebook Pages as the action application. Choose the action event ‘Create Page Photo Post’ to include the media content along with the summary.

Connect your Facebook account to Pabbly Connect and select your desired Facebook page. Map the media content URL from the RSS feed response and the summary generated by Perplexity AI into the respective fields. Once everything is set, click on ‘Save and Send Test Request’.

Upon successful completion, you will see a confirmation message indicating that your post has been created on Facebook. By following these steps, you have successfully automated your Facebook news feed using Pabbly Connect and Perplexity AI.

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Conclusion

In this tutorial, we learned how to use Pabbly Connect to automate posting news updates on Facebook through RSS feeds and Perplexity AI. This integration enhances efficiency and keeps your audience engaged with fresh content effortlessly.

Learn how to integrate BigMarker with Pabbly Connect to automate your webinar registrations. Follow this detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for BigMarker Integration

To begin integrating BigMarker with Pabbly Connect, first, access your Pabbly Connect account. This platform allows you to automate workflows between various applications, including BigMarker. Once logged in, create a new workflow specifically for this integration.

In your Pabbly Connect dashboard, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, we will set BigMarker as the trigger application.

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2. Choosing the Trigger Event in Pabbly Connect

Next, select BigMarker as your trigger application in Pabbly Connect. The trigger event you need to choose is ‘New Registration.’ This event will capture any new sign-ups for your webinars hosted on BigMarker.

• Select BigMarker from the list of applications.
• Choose ‘New Registration’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL is crucial as it acts as a bridge between BigMarker and Pabbly Connect. It will allow Pabbly Connect to capture registration data whenever a participant signs up for your webinar.

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3. Connecting BigMarker to Pabbly Connect

After copying the webhook URL, log into your BigMarker account. Navigate to the specific webinar you want to connect with Pabbly Connect. In the webinar settings, look for the Integrations tab.

Once in the Integrations section, scroll down to find the Webhook option. Enable the webhook integration and paste the copied URL into the outgoing URL field. Finally, save the settings to establish the connection between BigMarker and Pabbly Connect.

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4. Testing the Integration with Pabbly Connect

To verify if the integration is successful, create a test registration for your webinar. Open the landing page of your webinar in an incognito window and fill out the registration form with dummy details.

• Input a test name, email, and phone number.
• Click on the registration button to submit the form.

Once registered, return to your Pabbly Connect workflow and check if the registration data has been captured. You should see the details of the new registrant, confirming that BigMarker is now successfully integrated with Pabbly Connect.

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5. Final Steps and Conclusion

After confirming that the integration works, you can leverage Pabbly Connect to automate further actions based on new registrations. This could include sending confirmation emails or adding registrants to a mailing list.

In conclusion, integrating BigMarker with Pabbly Connect simplifies your webinar management by automating the registration process. With just a few steps, you can ensure that every new participant is captured efficiently.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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By following this tutorial, you can effectively use Pabbly Connect to enhance your webinar experience and streamline your processes.

Learn how to automate leads from India Mart to Google Sheets using PAB. Follow our step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up PAB for Industrial Machinery Leads

To start automating your industrial machinery leads, the first step is to log into PAB. You can access it by entering the URL pab.com connect in your browser. Once there, you will see options to sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ to create your account, which gives you 100 free tasks every month.

After signing in as an existing user, navigate to the app section. Here, you will find various products offered by PAB. Click on ‘Access Now’ for PAB Connect, which is essential for creating your automation. In the dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button.

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2. Creating a Workflow for India Mart Leads

In the workflow creation dialog, name your workflow something like ‘Add Industrial Machinery and Equipment India Mart Inquiries to Google Sheets’. After naming your workflow, select a folder for organization, such as ‘Automations for India Mart Lead’. Then, click on ‘Create’ to proceed. using Pabbly Connect

• Select ‘India Mart’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.
• Set up the connection between India Mart and PAB.

Once the trigger is set, you will receive a webhook URL. This URL is crucial for the integration, as it acts as a bridge for transferring data. Copy this URL and head over to your India Mart account to set up the connection.

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3. Integrating India Mart with PAB

In your India Mart account, go to the Lead Manager section. From there, access the menu and select ‘Import or Export Leads’. You will see options for Pull API, Push API, and Import Leads. Choose the Push API option to proceed.

• Select ‘Other’ as the source for receiving leads.
• Paste the webhook URL you copied from PAB.
• Click on ‘Save Details’ to finalize the connection.

Once saved, generate an OTP to activate the webhook. This confirms that the connection between PAB and India Mart is successful. Now, you can test the integration by submitting a new lead inquiry through India Mart, which will trigger the workflow.

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4. Adding Leads to Google Sheets

After confirming the lead submission, the next step is to set up the action to add the lead details to Google Sheets. In your PAB workflow, select Google Sheets as your action application and choose the action event as ‘Add New Row’. This action will create a new row in your Google Sheets for every new lead received.

Connect your Google account by clicking on ‘Sign in with Google’. Once logged in, select the spreadsheet where you want the lead details to be recorded. Map the fields from the lead inquiry response to the corresponding columns in your Google Sheets.

Map the lead’s name, email, phone number, and query. Click on ‘Save and Send Test Request’ to verify the connection. Check your Google Sheets to confirm that the new lead details are recorded.

Once confirmed, your workflow is complete, and every new lead from India Mart will automatically populate in your Google Sheets, streamlining your lead management process.

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5. Summary of Automation Process

This automation process allows you to efficiently manage inquiries for your industrial machinery business. By integrating PAB with India Mart and Google Sheets, you can ensure that every lead is captured automatically, reducing manual entry and potential errors.

In summary, you have set up a workflow that connects India Mart to Google Sheets via PAB. This means that whenever a new inquiry is received, all relevant details are automatically logged into your Google Sheets, allowing for timely follow-ups and better customer management.

This integration not only saves time but also enhances your ability to convert leads into paying customers. You can now focus on growing your business without the hassle of manual data entry.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, automating your lead management process using PAB, India Mart, and Google Sheets is a game-changer. This efficient setup enables you to capture leads seamlessly, allowing your team to engage with potential customers promptly.

Learn how to automate your scheduling with Trigger and Connect Now Using Pabbly Connect. This detailed guide covers every step of the integration process. 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. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Automating Calendly with Trigger and Connect Now

The integration of Trigger with Connect Now streamlines your scheduling process. By automating Calendly, you can eliminate the hassle of back-and-forth communication when booking appointments. With Trigger, you can set up workflows that automatically handle scheduling tasks, allowing you to focus on more important work. using Pabbly Connect

Calendly integrates seamlessly with various calendar platforms, including Google Calendar and Outlook. This ensures that your appointments are synced in real-time, preventing double bookings. Here are some benefits of using Trigger with Connect Now:

• Automated scheduling saves time and improves efficiency.
• Integration with tools like Zoom and Slack enhances communication.
• Customizable time slots and reminders ensure a professional experience.

By automating Calendly with Trigger, you can create workflows that manage booking confirmations, reminders, and record-keeping automatically. This integration is essential for anyone looking to optimize their scheduling process.

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Setting Up Trigger in Pabbly Connect

To begin automating Calendly using Trigger, you first need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect. Once on the landing page, you can either sign in or sign up for a free account. Signing up takes only a few minutes and provides you with 100 free tasks every month. using Pabbly Connect

After signing in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow according to your objective, such as ‘Automate Calendly Using Pabbly Connect,’ and then click on ‘Create’ to proceed to the next step.

• Click on the ‘Create Workflow’ button.
• Name your workflow to reflect its purpose.
• Select the Trigger app, which in this case is Calendly.

Once your workflow is created, you will see two boxes labeled ‘Trigger’ and ‘Action.’ Set up the Trigger to specify when the automation should occur, followed by the Action that will take place as a result.

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Connecting Calendly to Trigger

In the Trigger section, search for Calendly and select it as your application. You will then need to choose a Trigger event. For this integration, select the option ‘Invite Created by Organization.’ This event will trigger the workflow when a new invite is created in your Calendly account. using Pabbly Connect

Next, you will need to establish a connection between Calendly and Pabbly Connect. Click on ‘Connect’ and then select ‘Add New Connection.’ You will be prompted to log into your Calendly account if you haven’t already. Once connected, select your organization and user from the dropdown menus, then click on ‘Save and Send Test’ to ensure the connection is successful.

Select ‘Invite Created by Organization’ as the Trigger event. Log into your Calendly account to establish the connection. Click ‘Save and Send Test’ to verify the setup.

After successfully connecting, you can proceed to create a new invite in your Calendly account to test the Trigger. This step is crucial to see if the automation works as intended.

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Defining Action Steps in Pabbly Connect

After setting up the Trigger, the next step is to define the Action that will occur when the Trigger is activated. In the Action section, search for Calendly again and select it as the application. You will have several Action events to choose from, such as ‘Get Invite’ or ‘Cancel Event.’ For this tutorial, select ‘Get Invite’ to retrieve details of the newly created invite. using Pabbly Connect

Just like in the Trigger setup, you will need to connect Calendly to Pabbly Connect. Click on ‘Connect,’ select ‘Add New Connection,’ and log into your Calendly account again. Once connected, map the necessary fields, such as the Event ID and the email address of the invitee. This mapping allows Pabbly Connect to retrieve specific details about the invite.

Select ‘Get Invite’ as the Action event. Map the Event ID and email address fields. Click ‘Save and Send Test’ to verify the Action setup.

Once the Action is set up, you can test the entire workflow by creating a new invite in Calendly and checking if the details are correctly retrieved in Pabbly Connect. This step is essential to ensure that your automation is functioning as expected.

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Conclusion

In conclusion, integrating Trigger with Connect Now Using Pabbly Connect allows for efficient automation of your scheduling tasks. By following the steps outlined, you can streamline your appointment management and enhance productivity. This integration is a game-changer for anyone looking to optimize their workflow.

Learn how to integrate Simply with The Happening Using Pabbly Connect to automate your projects seamlessly. Follow our step-by-step tutorial for effective automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Simply with The Happening

Simply is a powerful tool that helps streamline your project management. In this section, we will connect Simply to The Happening Using Pabbly Connect. This integration allows for seamless automation of tasks related to your projects. using Pabbly Connect

First, log in to your Simply account. Once logged in, navigate to the integration settings. Select The Happening from the list of available integrations. This will enable you to automate notifications and updates directly from Simply to The Happening.

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2. Creating a Project in Simply

Creating a project in Simply is the first step in our integration process. To begin, click on the ‘New Project’ button in your Simply dashboard. This allows you to define the scope and objectives of your project. using Pabbly Connect

• Provide a project name that reflects its purpose.
• Set a deadline for project completion.
• Add team members who will collaborate on this project.

After filling in these details, click on ‘Create Project’. This project will now be available for automation with The Happening, allowing for real-time updates and task management.

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3. Integrating Simply with The Happening Using Pabbly Connect

To integrate Simply with The Happening Using Pabbly Connect, start by logging into your Make account. Click on ‘Create a New Scenario’ and select Simply as your first application. This will set up the trigger for your automation. using Pabbly Connect

Next, choose the event in Simply that will trigger the action in The Happening. You might select an event such as ‘New Task Created’. After this, connect The Happening as your second application. Choose an action like ‘Send Notification’ to inform your team about the new task.

• Select the channel in The Happening where notifications should be sent.
• Map the fields from Simply to The Happening.
• Test the integration to ensure it works correctly.

Once you have completed these steps, your Simply and The Happening integration will be live, automating notifications and task management efficiently.

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4. Utilizing Google Sheets for Data Management

Integrating Google Sheets with Simply and The Happening enhances your data management capabilities. You can automatically log project data into Google Sheets for better tracking and reporting. using Pabbly Connect

To set this up, return to your Make scenario. Add Google Sheets as an action following your Simply and The Happening integration. Choose the action ‘Add Row’ to log new data automatically. Map the necessary fields from Simply to Google Sheets.

This integration allows you to maintain an organized record of all project activities, making it easier to analyze performance and track progress over time. Ensure you test the integration thoroughly to confirm that data flows correctly from Simply to Google Sheets.

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5. Communicating via Slack and Discord

Effective communication is key in project management. By integrating Simply with Slack and Discord, you can ensure your team stays informed about project updates in real-time. using Pabbly Connect

In your Make scenario, add Slack and Discord as additional actions. Choose the action ‘Send Message’ for both applications. This allows you to notify team members about new tasks or changes directly through their preferred communication platform.

Select the appropriate channel in Slack or Discord for notifications. Customize the message content to include relevant project details. Test the communication to ensure messages are sent as expected.

This integration will help maintain transparency and streamline communication among team members, enhancing collaboration throughout the project lifecycle.

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Conclusion

In this tutorial, we explored how to integrate Simply with The Happening Using Pabbly Connect to automate project management tasks. By following these steps, you can enhance your project’s efficiency and communication.

Learn how to automate sending WhatsApp messages for Shopify abandoned carts using Pabbly Connect. Step-by-step guide to recover lost sales. 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 start automating your Shopify abandoned cart messages via WhatsApp, first, access Pabbly Connect. Open your browser and type in ‘Pabbly.com/connect’ to reach the landing page.

Here, you have two options: ‘Sign In’ for existing users or ‘Sign Up for Free’ for new users. If you’re new, signing up grants you $100 free every month. Once signed in, click on ‘Access Now’ under the Pabbly Connect section to open your dashboard.

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2. Creating a Workflow in Pabbly Connect

Once in your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This initiates the automation process for sending WhatsApp messages.

• Name your workflow, for example, ‘Send Shopify Abandoned Recovery Cart Messages via WhatsApp’.
• Select the folder where you want to save your workflow.

After naming and saving your workflow, you will be directed to the workflow window. Here, you will set your trigger and action applications, with Pabbly Connect acting as the central hub for this integration.

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3. Setting Up the Trigger Application

For the trigger application, select ‘Shopify’. This is crucial as it will initiate the workflow when a new abandoned cart is detected.

• Choose the trigger event as ‘New Abandoned Checkout’.
• Connect your Shopify account by adding the Admin API access token and subdomain.

After configuring these settings, click on ‘Save and Send Test Request’. This allows Pabbly Connect to capture the latest abandoned cart details, setting the stage for your WhatsApp message automation.

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4. Adding a Filter Condition for Specific Products

To ensure that only specific products trigger the WhatsApp message, add a filter condition. This step is essential for targeting specific abandoned carts.

Select the filter application in Pabbly Connect. Set the condition to check if the product name equals ‘chair’.

This filter ensures that the workflow only continues if the abandoned cart contains the specified item. Once the filter is set up, click on ‘Save and Send Test Request’ to confirm the condition is met.

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5. Sending WhatsApp Messages via Pabbly Connect

Now that your trigger and filter are set, it’s time to configure the action application to send WhatsApp messages. Select ‘Vati’ or the WhatsApp Cloud API as your action application.

Choose the action event as ‘Send Template Message’. Connect your Vati account using the API endpoint and access token.

Map the WhatsApp number and template parameters from the previous steps to personalize the message. Once everything is set, click on ‘Save and Send Test Request’ to send a test message. Pabbly Connect will handle the rest, ensuring that your automated messages reach your customers promptly.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending WhatsApp messages for Shopify abandoned carts. By following these steps, you can effectively recover lost sales and improve your conversion rates.

Learn how to automate WhatsApp messages for industrial inquiries using Pabbly Connect. This step-by-step guide covers all integration details. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages for industrial inquiries, first, access Pabbly Connect. This platform allows seamless integration between various applications like WhatsApp and India Mart.

Navigate to the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, sign up for free to explore the features. Existing users can simply sign in to start creating workflows.

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2. Creating a Workflow in Pabbly Connect

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

• Give your workflow a name, such as ‘Send Automated WhatsApp Message for Industrial Machinery Inquiries’.
• Select a folder for your workflow, or create a new one as needed.

After naming your workflow, click the ‘Create’ button. This will take you to the workflow configuration screen where you can set up triggers and actions.

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3. Setting Up the Trigger with India Mart

The first step in your workflow is to set up a trigger. In Pabbly Connect, select India Mart as your trigger application. Choose the trigger event as ‘New Leads’. This ensures that every time a new lead is generated, the automation will initiate.

Copy the webhook URL provided after setting the trigger. This URL will be used to connect your India Mart account with Pabbly Connect. Log into your India Mart account, navigate to the lead manager, and select the ‘Push API’ option to integrate the webhook.

• Select your CRM platform as Pabbly Connect.
• Paste the copied webhook URL into the designated field.
• Click ‘Save’ to complete the setup.

After saving, your India Mart account will now send lead data to Pabbly Connect whenever a new inquiry is generated.

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4. Configuring the Action Step to Send WhatsApp Messages

Next, you’ll configure the action step in your workflow. In Pabbly Connect, select ‘WhatsApp by AI Sensei’ as your action application. Choose the action event as ‘Send Template Message’.

To connect WhatsApp with Pabbly Connect, you’ll need to enter your API key from your AI Sensei account. This key allows Pabbly Connect to send messages through WhatsApp on your behalf.

Enter the campaign name from your AI Sensei account. Map the phone number and name fields from the lead data received.

After filling in the required fields, click ‘Save and Send Test Request’ to verify that everything is working correctly. You should receive a WhatsApp message confirming the setup.

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5. Testing and Verifying the Integration

Finally, it’s essential to test the integration to ensure that everything functions as expected. In Pabbly Connect, generate a test lead in your India Mart account to trigger the automation.

Once the test lead is submitted, check if the WhatsApp message is received. The message should include the template you set up earlier, confirming that the integration is successful.

Ensure that the message format is correct and includes all dynamic fields. If any issues arise, revisit the workflow steps in Pabbly Connect for adjustments.

With successful testing, your automated WhatsApp messaging system is now fully operational, enabling you to respond to inquiries promptly and efficiently.

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Conclusion

This tutorial has outlined how to automate WhatsApp messages for industrial inquiries using Pabbly Connect. By following these steps, you can enhance your response time and improve customer engagement effectively.