Author: Rajpal Tomar

Learn how to set up Brilliant Directories with Pabbly Connect for seamless automation of member management and workflows. Follow our detailed tutorial! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Brilliant Directories with Pabbly Connect, first, open your web browser and search for Pabbly Connect. This will direct you to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you don’t have an account, click on the ‘Sign Up for Free’ button. The registration process takes only about two minutes, granting you access to 100 free tasks each month. If you already have an account, simply sign in to access the dashboard of Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

Once you are 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 asking you to name your workflow. Name it according to your objective, such as setting up vbook inside Brilliant Directories.

• Click on ‘Create’ to proceed.
• You will see two main boxes: Trigger and Action.
• Select your trigger application, which in this case is Brilliant Directories.

After selecting Brilliant Directories, you need to choose a trigger event. For this integration, select the event ‘Members Imported or Added by Admin’. This will trigger the workflow whenever a new member is added to your directory.

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3. Setting Up the vBook URL in Brilliant Directories

To connect Brilliant Directories with Pabbly Connect, you need to set up the vBook URL. This URL acts as a bridge between the two platforms. First, copy the vBook URL provided by Pabbly Connect.

Next, log into your Brilliant Directories account and navigate to the Developer Hub. Here, you will find the option for vBooks. Paste the copied vBook URL into the event for ‘Members Imported or Added by Admin’. After pasting, ensure to save your vBook settings. This step is crucial for ensuring that data flows correctly between Brilliant Directories and Pabbly Connect.

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4. Adding a New Member to Test the Integration

With the vBook set up, you can now test the integration by adding a new member to your directory. Navigate to the members section in Brilliant Directories and click on ‘Add New Member’. Fill in the required details such as account status, membership plan, email address, and personal information.

• Select ‘Active’ for account status.
• Choose a membership plan, for example, ‘Membership Plan 1’.
• Enter the member’s email address, e.g., ‘Michael Caris’ at theate.com.

After filling in the details, click on ‘Add New Member’. This action will trigger the vBook, sending the member’s data to Pabbly Connect. You can check the dashboard of Pabbly Connect to see if the data has been received successfully.

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5. Verifying the Integration Results in Pabbly Connect

To verify that the integration works as intended, return to the Pabbly Connect dashboard. Here, you should see a response indicating that a new member has been created. The response will include all the details you entered for the new member, such as their name, email, and company name.

This confirmation shows that the data from Brilliant Directories has been successfully sent to Pabbly Connect using the vBook you set up. From now on, every new member added will automatically send their information to Pabbly Connect, allowing you to automate further actions as needed.

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Conclusion

In this tutorial, we explored how to integrate Brilliant Directories with Pabbly Connect, enabling efficient member management through automation. By following these steps, you can streamline your workflows and enhance productivity using Pabbly Connect.

Learn how to integrate Trigger with API Using Pabbly Connect for automated email generation with Google Sheets and Gmail. Follow our detailed tutorial for seamless automation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Trigger with Google Sheets

To start the integration process, we will set up a Trigger using Google Sheets. This step is crucial as it will allow us to automate the email generation process. When a new lead is added to Google Sheets, it will trigger the workflow.

Begin by accessing your Google Sheets where you manage your leads. You will need to create a new spreadsheet or use an existing one. Ensure that you have a designated column for the lead details. Once ready, we will set up the trigger in P Connect Now.

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2. Connecting P Connect Now with Google Sheets

Next, we will connect P Connect Now with Google Sheets to automate our workflow. This integration allows us to send lead details from Google Sheets to our API seamlessly. Start by signing into your P Connect Now account.

• Click on the ‘Create Workflow’ button in your dashboard.
• Name your workflow appropriately (e.g., ‘Lead Email Automation’).
• Select Google Sheets as your trigger application.

After setting up the trigger application, select the event as ‘New or Updated Spreadsheet Row.’ This ensures that every time a new lead is added or updated in your spreadsheet, the workflow will be activated automatically.

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3. Configuring Action Steps Using API

After configuring the trigger, the next step is to set up the action steps using the API. This will allow us to generate personalized email content based on the lead details. Select the action application as Perplexity AI.

Within the action settings, choose the event called ‘Create Chat Completion.’ You will need to connect your Perplexity AI account by providing the necessary API key. This key can be generated from your Perplexity AI settings under the API section.

• Input your API token to establish the connection.
• Map the lead name and inquiry product from Google Sheets into the prompt for email generation.
• Test the action to ensure the email content is generated correctly.

Once you have tested the action and received a successful response, you can proceed to the next step of sending the email via Gmail.

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4. Sending Emails with Gmail

In this section, we will configure Gmail to send the generated email content to the lead. Select Gmail as the final action application in your workflow. This step is essential for communicating with your leads directly. using Pabbly Connect

Choose the action event as ‘Send Email V1’ and connect your Gmail account. You will need to authorize P Connect Now to access your Gmail account. Once connected, you will set the recipient’s email address by mapping it from the Google Sheets response.

Fill in the sender name, which will be your company name (e.g., Aqua Beverages), and map the email subject and content generated from Perplexity AI. Ensure that the email content type is set to plain text for simplicity.

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5. Conclusion: Automating Lead Emails with P Connect Now

In conclusion, by integrating Trigger with API using P Connect Now, you can automate the process of sending personalized emails to your leads. This workflow not only saves time but also enhances customer engagement.

By following the steps outlined in this tutorial, you can replicate the automation process for your business. Implementing this system will streamline your communication and improve overall efficiency.

Learn how to integrate Trigger with API Using Pabbly Connect for automated YouTube comment replies with this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

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1. Setting Up Trigger with YouTube

To start the integration, we will use Trigger with YouTube. The goal is to automate replies to YouTube comments. First, ensure you have a YouTube account and access to P Connect Now.

Next, log in to your P Connect Now dashboard. Click on the ‘Create Workflow’ button to initiate a new project. You will be prompted to name your workflow, so name it something relevant like ‘Auto Reply to YouTube Comments’. Save it in a folder designated for YouTube videos.

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2. Connecting YouTube to P Connect Now

Now that your workflow is created, the next step is to connect YouTube. Search for the YouTube app in the trigger section and select it. The trigger event will be ‘New Comment on a Channel’. This event will initiate the workflow whenever a new comment is posted. using Pabbly Connect

• Select ‘New Comment on a Channel’ as your trigger event.
• Connect your YouTube account by clicking on ‘Add New Connection’.
• Authorize the connection by following the prompts.

Once connected, select your YouTube channel and set the maximum results to 1. This means you will only process the latest comment for replies. This setup ensures that every new comment triggers the workflow.

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3. Generating Replies Using API

After setting up the trigger, the next step involves generating replies using the API. In this case, we will utilize Perplexity AI to create the content for our replies. Search for Perplexity AI in the actions tab and select it.

Choose the action event as ‘Create Chat Completion’. Connect Perplexity AI to P Connect Now by entering your API token. You can obtain this token by logging into your Perplexity account and generating it from the settings under the API section.

• Select ‘Create Chat Completion’ as your action event.
• Paste your API token in the designated field.
• Set your content user prompt to include the comment received.

Map the comment response from YouTube to the content user prompt. This way, Perplexity AI can generate an appropriate reply based on the comment received.

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4. Posting Replies Back to YouTube

With the reply generated, the final step is posting it back to YouTube. Add another action step and select YouTube again. This time, choose the action event ‘Reply to Comment’.

Connect this action to your existing YouTube connection. Map the reply text generated by Perplexity AI to the reply text field, and also map the comment ID from the YouTube response. This ensures that your reply is correctly associated with the original comment.

Select ‘Reply to Comment’ as your action event. Map the reply content from Perplexity AI. Map the original comment ID to ensure proper association.

Once all details are mapped, save your workflow. This setup will allow you to automatically reply to comments on your YouTube videos using Perplexity AI through P Connect Now.

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5. Conclusion

In this tutorial, we successfully integrated Trigger with API Using Pabbly Connect to automate replies to YouTube comments. By utilizing P Connect Now and Perplexity AI, we streamlined the process of engaging with our audience efficiently.

This integration not only saves time but also enhances interaction with viewers, ensuring they feel valued. Automating replies is a powerful way to maintain engagement on your YouTube channel.

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Learn how to integrate Indiamart inquiries with Google Sheets using Pabbly Connect for seamless automation. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications, making it easier to manage inquiries.

Visit the official Pabbly Connect website to sign in or create an account. If you’re a new user, you can sign up for free and explore the features offered by Pabbly Connect. Once logged in, you will see your dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. This is where you will set up the automation process.

• Name your workflow. For example, ‘Add Packaging Solutions and Materials to Google Sheets’.
• Select the folder where you want to save this workflow.
• Click on the Create button to finalize your workflow setup.

With your workflow created, you will now need to set up the trigger and action steps that will automate the process of transferring inquiries from Indiamart to Google Sheets.

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3. Setting Up Trigger and Action Steps

In Pabbly Connect, automation consists of triggers and actions. A trigger is an event that starts the workflow, while an action is what happens as a result of that trigger. For this integration, the trigger will be a new lead from Indiamart.

Select Indiamart as your trigger application and choose the trigger event as ‘New Leads’. This means that every time you receive a new lead in your Indiamart account, it will trigger the workflow.

• Copy the webhook URL provided after selecting the trigger event.
• Log in to your Indiamart account and navigate to Lead Manager.
• Paste the webhook URL in the Push API settings under the CRM platform name as Pabbly Connect.

Once you have set up the trigger, you can test the integration by creating a test lead in your Indiamart account to ensure everything is working correctly.

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4. Linking Google Sheets to Pabbly Connect

To store the inquiries automatically, you need to link Google Sheets with Pabbly Connect. In the action step of your workflow, select Google Sheets as the action application and choose ‘Add a New Row’ as the action event.

Connect your Google Sheets account by clicking on ‘Add New Connection’. Follow the prompts to sign in and authorize Pabbly Connect to access your Google Sheets. Once connected, select the specific spreadsheet where you want to add the lead details.

Map the fields from the trigger step to the corresponding columns in Google Sheets. Ensure that the lead’s name, email, phone number, and query are correctly mapped. Click on ‘Save and Send Test Request’ to confirm the setup.

After saving, check your Google Sheets to verify that the lead details have been added correctly as a new row.

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5. Conclusion

In this tutorial, we successfully integrated Indiamart inquiries with Google Sheets using Pabbly Connect. By automating this process, you can efficiently manage leads and ensure that no inquiries are missed.

This integration simplifies tracking customer details and follow-ups, allowing you to focus on growing your business without hassle. Using Pabbly Connect not only saves time but also keeps your data organized and accessible.

Learn how to automate scheduling social media posts from Notion using Pabbly Connect. Follow our step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Social Media Automation

To start the automation process using Pabbly Connect, first access the platform by visiting Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create a new account and receive 100 free tasks monthly.

Once logged in, navigate to the dashboard where you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ option. This will prompt you to name your workflow for easy identification. For this tutorial, we will name it ‘Schedule Social Media Post from Notion Database with Images.’ After naming, select the appropriate folder for your workflow.

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2. Setting Up Notion Integration with Pabbly Connect

In this section, we will configure Notion as the trigger application in Pabbly Connect. Select Notion from the list of applications and choose the trigger event as ‘New Database Item.’ This will allow the workflow to activate whenever a new item is added to your Notion database.

Next, you will need to connect your Notion account to Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection.’ You will be prompted to allow permissions for Pabbly Connect to access your Notion databases. Once connected, select the specific database you want to monitor for new entries.

• Select the trigger application as Notion.
• Choose ‘New Database Item’ as the trigger event.
• Connect your Notion account and allow permissions.
• Select the database to monitor.

After setting this up, Pabbly Connect will check for new data in your Notion database every hour, ensuring that your automation is timely and effective.

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3. Creating Facebook Posts Using Pabbly Connect

Now that we have set up Notion as our trigger, we will configure Facebook as the action application in Pabbly Connect. Select Facebook Pages and choose ‘Create Page Photo Post’ as the action event. This allows Pabbly Connect to automatically create a photo post on your Facebook page whenever a new item is added to Notion.

Click on ‘Connect’ to establish the connection with your Facebook account. Ensure you are logged into your Facebook account for a seamless connection process. Once connected, select the page where you want to post the updates. Map the photo URL from the previous step to dynamically include the image in your posts.

• Select Facebook Pages as the action application.
• Choose ‘Create Page Photo Post’ as the action event.
• Connect your Facebook account and select the page.
• Map the photo URL and other post details.

By utilizing Pabbly Connect, you ensure that every new post in your Notion database is automatically shared on your Facebook page, saving you time and effort.

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4. Tweeting with Pabbly Connect Integration

In addition to Facebook, we will also set up a connection to X (formerly known as Twitter) using Pabbly Connect. Select X as the action application and choose ‘Create Tweet’ as the action event. This allows you to tweet the same details that you posted on Facebook.

To connect to X, you will need to authenticate your account. Follow the instructions provided to retrieve your Client ID and Client Secret from the X developer portal. Once authenticated, you can map the tweet message, including the title and image URL, ensuring that your tweets are consistent with your Facebook posts.

Select X as the action application. Choose ‘Create Tweet’ as the action event. Authenticate your X account. Map the tweet message and image URL.

This integration through Pabbly Connect allows you to automate your social media presence across multiple platforms effortlessly.

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5. Conclusion

In this tutorial, we explored how to automate the scheduling of social media posts from Notion using Pabbly Connect. By integrating Notion with Facebook and X, you can streamline your social media management effectively. With Pabbly Connect, you can easily set up these automations without any coding skills, making it accessible for everyone.

This powerful integration not only saves time but also ensures that your social media content is consistently updated. Start using Pabbly Connect today to enhance your social media strategy!

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Learn how to automate subscriber creation in Sender from Elementor Forms using Pabbly Connect with 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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Create a Workflow in Pabbly Connect for Elementor Forms and Sender

To create subscribers in Sender from Elementor Forms, you need to set up a workflow in Pabbly Connect. This automation allows you to connect your Elementor Forms to Sender seamlessly. Start by logging into your Pabbly Connect account and creating a new workflow.

Once you are in the dashboard, select the option to create a new workflow. Name your workflow something descriptive, like ‘Create Subscriber on Elementor Form Submission.’ Choose the folder where you want to save this workflow for easy access later.

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Set Trigger Application as Elementor

The next step is to set the trigger application to Elementor. This means that every time someone submits the form, it will trigger the workflow in Pabbly Connect. In the trigger section, select Elementor as your trigger application.

Then, you will need to specify the trigger event. Choose ‘New Form Submission’ as the event to initiate the workflow. This ensures that the workflow activates whenever there is a new submission in your Elementor form.

• Select Elementor as the trigger application.
• Choose the trigger event as ‘New Form Submission’.

After configuring the trigger, you will need to connect Pabbly Connect with your Elementor Forms. This involves copying the webhook URL provided by Pabbly and pasting it into the Elementor settings, ensuring proper data flow.

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Connect Elementor Forms to Pabbly Connect

To connect Elementor Forms to Pabbly Connect, go to your WordPress dashboard, and navigate to the Elementor form settings. Here, you will find an option to add a webhook URL.

Paste the webhook URL from Pabbly Connect into the designated field. This will allow Elementor to send data to Pabbly whenever a form is submitted. Make sure to save your changes in Elementor.

• Open your Elementor form settings.
• Paste the Pabbly Connect webhook URL in the webhook field.
• Save the changes in Elementor.

Once the webhook is set, you can test the connection by submitting a sample form entry. This will help verify that the data is being sent correctly to Pabbly Connect.

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Create Subscriber in Sender Application

After successfully connecting Elementor Forms with Pabbly Connect, the next step is to set up the action application. Choose Sender as your action application, which will create a new subscriber whenever a form is submitted.

Select the action event as ‘Create Subscriber.’ You will then need to authenticate your Sender account by entering the API access token. This is crucial for establishing a secure connection between Pabbly Connect and Sender.

Choose Sender as the action application. Select ‘Create Subscriber’ as the action event. Enter your Sender API access token to authenticate.

Once authenticated, map the fields from the Elementor form to the corresponding fields in Sender. This ensures that the right data is sent to the right fields in your subscriber list.

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Test Your Automation Setup

Finally, it is essential to test your automation setup in Pabbly Connect. After mapping the fields, click on the ‘Save and Send Test Request’ button. This will send a test subscriber to Sender to confirm that everything is working correctly.

Check your Sender dashboard to verify that the subscriber has been created successfully. If the test is successful, your automation is ready to go live. You can now automate the process of adding subscribers from Elementor Forms to Sender without any manual effort.

To ensure everything works smoothly, conduct a few more tests with different entries in your Elementor form. This will help you confirm that the automation is functioning as intended.

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, this tutorial has detailed how to create subscribers in Sender from Elementor Forms using Pabbly Connect. By following these steps, you can automate the process efficiently and streamline your subscriber management.

Learn how to automate email marketing by integrating Pabbly Connect with Swipe Pages for seamless subscriber management. 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 Automation Between Swipe Pages and Pabbly Connect

To create automation between Swipe Pages and Pabbly Connect, start by logging into your Pabbly account. Once logged in, you will see your dashboard where you can access all applications. The goal is to connect Swipe Pages for form submissions to automatically create subscribers in Pabbly Email Marketing.

Navigate to Pabbly Connect and create a new workflow. Give it a name like ‘New Subscriber Automation’ and begin by selecting your trigger application, which is Swipe Pages. You will be prompted to choose the trigger event; select ‘Form Submitted’ to initiate the automation when a new form is submitted.

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Configuring the Trigger in Swipe Pages

After setting up the trigger in Pabbly Connect, configure it by selecting the specific form you want to monitor. This form will be linked to your Swipe Pages account. Ensure you have the correct URL for your Swipe Pages form as this will act as a bridge between the two applications.

To configure the trigger, follow these steps:

• Select the specific form from your Swipe Pages account.
• Copy the provided URL and paste it into the appropriate field in Pabbly Connect.
• Choose the method as POST for sending data.

Once you have configured the trigger, run a test to ensure that Pabbly Connect receives the form submission data correctly. This step is crucial for verifying that your integration works as intended.

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Setting Up the Action in Pabbly Email Marketing

Next, you need to set up the action in Pabbly Connect to create a new subscriber in Pabbly Email Marketing. Choose Pabbly Email Marketing as your action application and select the action event as ‘Add Subscriber.’ This will allow you to add new subscribers automatically based on the form submissions from Swipe Pages.

In the action setup, you will need to map the fields from your Swipe Pages form to the corresponding fields in Pabbly Email Marketing. For example, map the email address and name fields from the form submission to the respective fields in Pabbly Email Marketing. This ensures that the correct data is passed through.

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Testing and Activating the Workflow

After mapping the fields, run a test to confirm that the subscriber is added successfully to your Pabbly Email Marketing account. Check the list of subscribers to see if the test data appears correctly. If everything looks good, you can activate your workflow. using Pabbly Connect

To activate your workflow, simply toggle the activation switch in Pabbly Connect. This will enable the automation, allowing new subscribers to be added automatically each time someone submits a form on your Swipe Pages. You can now monitor the integration and ensure that everything runs smoothly.

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Conclusion

In this tutorial, we explored how to automate email marketing by integrating Pabbly Connect with Swipe Pages. This seamless integration allows for efficient subscriber management, enhancing your marketing efforts.

Learn how to integrate Google Sheets, Short.io, and Google Chat using Pabbly Connect to automatically shorten video links and notify your team. 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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Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Simply visit the Pabbly website and log in or sign up for a free account. This platform will enable you to connect various applications seamlessly.

Once logged in, navigate to the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. This is where you will name your workflow and choose a folder to save it. Naming your workflow appropriately helps in organizing your tasks efficiently.

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Setting Up Google Sheets as the Trigger Application

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the list of applications and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever a new video is published in your sheet, the workflow will activate.

After selecting your trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and head over to your Google Sheets. You need to install the Pabbly Connect Webhook add-on to facilitate this integration. Here’s how you can do it:

• Go to Extensions > Add-ons > Get Add-ons in Google Sheets.
• Search for Pabbly Connect Webhook and install it.
• Refresh your Google Sheets to see the new add-on.

After installation, go to the Pabbly Connect Webhook option and perform the initial setup by pasting the copied webhook URL. Select the trigger column where the status of the video will be updated to ‘Published’. This setup ensures that the workflow is triggered correctly.

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Shortening Video Links with Short.io

Now that you have set up Google Sheets, it’s time to shorten the video links using Short.io through Pabbly Connect. Add a new action step and select Short.io as your action application. Choose the action event as ‘Create Short Link’. This allows you to convert long URLs into short, manageable links.

To connect your Short.io account, you will need to provide a secret key. You can find this key in your Short.io account under the Integrations and API section. Once you have entered the key, map the long video URL from the previous step to ensure that the correct URL is shortened.

• Select the long URL field and map it from the Google Sheets response.
• Click on ‘Save and Send Test Request’ to validate the connection.
• Ensure you receive a positive response confirming the short URL has been created.

After successfully shortening the URL, you can use this link in the next step of your workflow.

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Sending Notifications to Google Chat

The final step involves sending a notification to your Google Chat space using the short URL generated in the previous step via Pabbly Connect. Start by adding another action step and select Google Chat as your application. Choose ‘Create Message’ as the action event.

To set this up, you will need to provide the Google Chat webhook URL. Create a new webhook in your Google Chat space and copy the URL. Paste this URL into the Pabbly Connect workflow. Then, map the message content, including the video title, creator name, and the short URL.

Enter a message format such as ‘New Video Alert: [Title], Creator: [Name], Watch Now: [Short URL]’. Click on ‘Save and Send Test Request’ to check if the message is sent correctly. Verify the message appears in your Google Chat space.

This integration ensures that your team is promptly notified whenever a new video is published, streamlining your communication process effectively.

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Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to integrate Google Sheets, Short.io, and Google Chat. This process allows for automatic shortening of video links and sending notifications to your team, enhancing your workflow efficiency.

Learn how to automate appointment reminders using Pabbly Connect with Google Sheets and AI Sensei for WhatsApp notifications. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Appointment Reminders

To automate appointment reminders, first access Pabbly Connect. Open your browser and search for Pabbly Connect, which will take you to the landing page where you can sign in or sign up for free.

If you don’t have an account, click on the ‘Sign up for free’ button. This process takes only a couple of minutes and grants you 100 free tasks each month. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Automate Appointment Reminders through WhatsApp’. Click on ‘Create’ to proceed.

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

This setup allows you to automate the process of sending reminders by linking Google Sheets with Pabbly Connect effectively. The trigger will initiate the workflow each time a new appointment is added to your Google Sheet.

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3. Setting Up Google Sheets Connection

To connect Google Sheets with Pabbly Connect, you need to use a webhook URL. Copy the webhook URL provided by Pabbly Connect and go to your Google Sheets. In your Google Sheets, go to ‘Extensions’ and select the Pabbly Connect add-on.

• Install the Pabbly Connect add-on if not already installed.
• Paste the copied webhook URL into the appropriate field.
• Select the trigger column, which should be the final data column.

After setting this up, every time a new appointment is added, the data will automatically be sent to Pabbly Connect, facilitating the reminder process seamlessly.

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4. Configuring Action Steps in Pabbly Connect

Once the trigger is set, it’s time to configure the action steps in Pabbly Connect. You will need to set up actions to send reminder messages on WhatsApp. Start by adding an action step for formatting the date and time.

Use the ‘Date and Time Formatter’ tool in Pabbly Connect to subtract the necessary time from the appointment date. Here are the steps:

Select the action event as ‘Add/Subtract Time’. Map the appointment date and time from the Google Sheets response. Specify the time to subtract, such as ‘-1 day’ for the first reminder.

Repeat the process for the second reminder, subtracting 30 minutes from the appointment time. This setup ensures timely reminders are sent to customers before their appointments.

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5. Sending Reminders via WhatsApp

After configuring the action steps, the final step is to send the reminder messages through WhatsApp using AI Sensei. In Pabbly Connect, add another action step for WhatsApp by AI Sensei. using Pabbly Connect

Here’s how to proceed:

Select the action event as ‘Send Template Message’. Connect it to your AI Sensei account using the API key. Map the customer’s phone number and the message template parameters.

This integration allows you to automatically send personalized reminder messages to your customers on WhatsApp, ensuring they are informed about their appointments in a timely manner.

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Conclusion

In this tutorial, we explored how to automate appointment reminders using Pabbly Connect, Google Sheets, and AI Sensei for WhatsApp notifications. By following these steps, you can streamline your appointment management process and enhance customer communication effectively.

Learn how to integrate New Leads and CRM using Pabbly Connect. Follow this detailed tutorial to automate your lead management effectively. 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating New Leads and CRM, access Pabbly Connect by navigating to its official website. Here, you can either sign up for a free account or log in if you are an existing user. This platform allows you to automate workflows between different applications, making your lead management process seamless.

Once logged in, you will be greeted by the dashboard of Pabbly Connect. From here, you can create your first workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This initiates the process of setting up your integration.

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2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, give your workflow a descriptive name, such as ‘Create Go High Level Contact and Opportunity on Typeform Submission.’ Next, select a folder to organize your workflows within Pabbly Connect. You can create multiple folders to categorize different automations as needed.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see a workspace with options to set up triggers and actions.

After creating your workflow, it’s time to set up the trigger. The trigger will initiate the workflow whenever a new entry is received in Typeform. This ensures that every lead captured is automatically processed into your CRM.

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3. Setting Up the Trigger with Typeform

For the trigger step, select Typeform as your application in Pabbly Connect. This online tool is widely used for creating interactive forms. Choose the trigger event as ‘New Entry’ to capture responses whenever someone submits the form.

To connect Typeform with Pabbly Connect, click on ‘Add New Connection’. Ensure you are logged into your Typeform account for a smooth connection process. Once connected, select the specific form you want to use for capturing leads.

• Choose the form named ‘Lead Form’ from your Typeform account.
• Click ‘Save and Send Test Request’ to proceed.

After saving, Pabbly Connect will wait for a response from Typeform. Test the integration by submitting a sample entry in your Typeform to ensure everything is working correctly.

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4. Creating Actions in Pabbly Connect

Once the trigger is set, you’ll need to create actions in Pabbly Connect. The first action will be to create a new contact in your Go High Level account. For this, select ‘Lead Connector V2’ as your action application.

Choose the action event as ‘Create a Contact’. This action will automatically create a contact in your CRM whenever a new entry is received from Typeform. Click on ‘Add New Connection’ to link your Lead Connector V2 account to Pabbly Connect.

Map the required fields from the Typeform response to the contact details in your CRM. Click ‘Save and Send Test Request’ to ensure the contact is created successfully.

After confirming the successful creation of the contact, you can then set up a second action to create an opportunity for the same lead, ensuring that your lead management system is fully automated.

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5. Finalizing the Integration with Opportunities

The final step in your workflow involves creating an opportunity in your Go High Level account. Again, select ‘Lead Connector V2’ for this action and choose the event ‘Create or Update Opportunity’. using Pabbly Connect

Map the contact ID from the previous step to ensure that the opportunity is linked to the correct contact. You may also need to specify the pipeline ID and other relevant details. Once everything is mapped, click on ‘Save and Send Test Request’ to finalize this action.

Check your Go High Level account to confirm that both the contact and opportunity have been created successfully. Test the entire workflow by submitting another entry in Typeform.

This process ensures that every new lead is efficiently tracked and managed through your CRM, significantly improving your lead management process.

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Conclusion

In this tutorial, we explored how to integrate New Leads and CRM using Pabbly Connect. By automating the process, you can efficiently manage leads and increase your chances of closing new clients. This integration streamlines your workflow and saves valuable time.