Author: Rajpal Tomar

Learn how to integrate Google Forms with HubSpot using Pabbly Connect for seamless automation of contact creation. 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 start integrating Google Forms with HubSpot, you need to access Pabbly Connect. Simply type Pabbly.com/connect in your browser to reach the landing page.

Once on the page, sign in if you are an existing user or sign up for free to get started. After signing in, you will see the Pabbly Connect dashboard where you can create workflows.

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2. Creating a New Workflow in Pabbly Connect

Next, you will need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create HubSpot Contact on Google Form Submission’.

• Enter a suitable name for your workflow.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two boxes: Trigger and Action. In this case, select Google Forms as your trigger application and choose ‘New Response Received’ as the trigger event.

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3. Connecting Google Forms with Pabbly Connect

To connect Google Forms with Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge between Google Forms and Pabbly Connect.

Go to your Google Form and ensure your last field is marked as required. Then, navigate to the ‘Responses’ section and click on ‘View in Sheets’. From there, use the add-ons to install the Pabbly Connect add-on if you haven’t done so already.

• Click on ‘Extensions’ in Google Sheets.
• Select ‘Pabbly Connect’ and then ‘Initial Setup’.
• Paste the webhook URL and specify the trigger column.

After configuring the setup, ensure that you click on ‘Send on Event’ to allow future submissions to be sent to Pabbly Connect.

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4. Setting Up HubSpot as the Action Application

After the trigger is set, you will now set HubSpot as the action application in Pabbly Connect. Choose ‘Create Contact’ as your action event.

You’ll need to connect your HubSpot account to Pabbly Connect. Click on ‘Add New Connection’ and authenticate your HubSpot account. Once connected, you can map the fields from your Google Forms to the HubSpot contact fields.

Map the email, first name, last name, and phone number fields. Leave any non-required fields blank. Click on ‘Save and Send Test Request’ to finalize.

This action will create a new contact in HubSpot with the details captured from the Google Form submission.

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5. Testing the Integration

To ensure everything is functioning correctly, fill out your Google Form with dummy data and submit it. This will trigger the workflow in Pabbly Connect.

Check both your Google Sheets and HubSpot account to confirm that the data has been recorded correctly. If successful, you should see the new contact created in HubSpot and the details reflected in your Google Sheets.

By following these steps, you have successfully integrated Google Forms with HubSpot using Pabbly Connect, automating the process of contact creation from form submissions.

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Conclusion

In this tutorial, we explored how to integrate Google Forms with HubSpot using Pabbly Connect. This automation streamlines the contact creation process, enhancing your workflow efficiency.

Learn how to automate Indiamart inquiries to Google Sheets using Pabbly Connect. This detailed tutorial covers all necessary steps and integrations. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Introduction to Automation with Pabbly Connect

Automation is essential for businesses, especially when integrating applications like Indiamart and Google Sheets. In this tutorial, we will focus on how to automate the process of adding Indiamart inquiries into Google Sheets using Pabbly Connect.

By utilizing Pabbly Connect, you can streamline your workflow without needing coding skills. This integration helps in avoiding manual entry errors and saves time by automatically recording inquiries into your Google Sheets as they come in.

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2. Setting Up Pabbly Connect for Indiamart

To begin, visit the Pabbly Connect homepage by typing ‘pabbly.com/sl/connect’ in your browser. Here, you will find options to sign in or sign up for a new account. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks every month.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. You will be prompted to name your workflow. For this automation, name it ‘Add Indiamart Inquiries to Google Sheets’ and select a folder to save it. After creating the workflow, you will see two important windows: Trigger and Action.

• Click on ‘Create Workflow’ to start the automation process.
• Name your workflow appropriately for better organization.
• Select the folder where you want to save your workflow.

This setup is crucial as it establishes the foundation for integrating Indiamart with Google Sheets through Pabbly Connect.

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3. Trigger Setup with Indiamart

The next step is to set up the trigger for your workflow. Click on the trigger window and select ‘Indiamart’ as the trigger application. Then, choose ‘New Leads’ as the trigger event. This means the workflow will activate whenever a new inquiry is received from Indiamart.

After selecting the trigger event, you will receive a webhook URL. This URL is essential as it allows Indiamart to send data to Pabbly Connect. Copy this URL and head to your Indiamart account. Navigate to the Lead Manager section, then select ‘Import Export Leads’ and choose ‘Push API’.

• Select ‘Push API’ to integrate Indiamart with Pabbly Connect.
• Paste the webhook URL in the designated field.
• Select a reason for connecting Indiamart with Pabbly Connect.

Once you save the details, your connection will be established, allowing Indiamart to send new lead data to Pabbly Connect.

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4. Testing the Integration and Capturing Responses

After setting up the trigger, it’s crucial to test the integration. Create a new lead in Indiamart using a different profile. For example, you could submit an inquiry stating your need for a custom web application. After submitting, check your Indiamart account to confirm the lead appears.

Next, log back into Pabbly Connect and check if the response from Indiamart is captured. You should see all the details of the inquiry, including the name, email, phone number, and the query. This step ensures that the connection between Indiamart and Pabbly Connect is functioning correctly.

Create a test lead in Indiamart to verify the integration. Check both Indiamart and Pabbly Connect for the new lead details. Confirm the unique query ID for tracking leads.

Once the test is successful, you can proceed to set up the action to send this data to Google Sheets.

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5. Action Setup with Google Sheets

Now, it’s time to set up the action step to send inquiries to Google Sheets. Click on the action window and select ‘Google Sheets’ as the application. Choose ‘Add New Row’ as the action event. This ensures that each new lead will be recorded as a new row in your specified Google Sheets document. using Pabbly Connect

Connect your Google Sheets account by clicking on ‘Sign In with Google’. After granting permissions, select your spreadsheet and the specific sheet where you want the data to be recorded. Map the fields from the Indiamart response to the corresponding columns in Google Sheets.

Select the spreadsheet where you want to add leads. Map the fields such as name, email, phone number, and inquiry. Save and test the action to ensure data flows correctly.

After testing, you should see that new inquiries from Indiamart are automatically added to your Google Sheets, allowing for seamless lead tracking and management.

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Conclusion

In this tutorial, we explored how to automate the process of adding Indiamart inquiries to Google Sheets using Pabbly Connect. This integration simplifies lead management and enhances productivity by eliminating manual data entry. By following these steps, you can efficiently track inquiries and convert potential clients into customers.

Learn how to integrate WhatsApp with Contact Form 7 using Pabbly Connect. This tutorial covers the exact steps to automate email and WhatsApp messages for form submissions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, first access Pabbly Connect by searching for it in your browser. This platform allows you to connect various applications seamlessly.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you’re a new user, click on ‘Sign up for free’ to get started. Existing users can simply click on ‘Sign in’ to access their accounts.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, for instance, ‘Send Email and WhatsApp Message on Contact Form 7 Submission’.

Next, you will select the trigger application. Since we are using Contact Form 7, search for it and select it. For the trigger event, choose ‘New Form Submission’. This action will initiate the workflow whenever a new form submission occurs.

• Click on ‘Create’ to proceed.
• Copy the provided Webhook URL for integration.
• Install and activate the Contact Form 7 plugin in WordPress.

After completing these steps, your workflow setup in Pabbly Connect is ready for testing.

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3. Configuring Contact Form 7 with Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, open your WordPress dashboard and navigate to the Contact Forms section. Select the form you wish to configure.

Click on the ‘Edit’ button for your chosen form and navigate to the Webhook option. Here, enable the ‘Send to Webhook’ option and paste the Webhook URL you copied earlier. Finally, click on the ‘Save’ button to apply the changes.

• Ensure the Contact Form 7 plugin is installed and activated.
• Test the form submission to verify the connection.

Once saved, Pabbly Connect will wait for a webhook response, allowing you to capture the data from the form submission.

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4. Sending WhatsApp Messages with Pabbly Connect

Now that the webhook is set up, it’s time to send an automated WhatsApp message. In Pabbly Connect, add a new action step and select the application to send WhatsApp messages, such as AI Sensei or WhatsApp Cloud API.

Choose the action event as ‘Send Template Message’ and connect your WhatsApp account. You will need to provide the API key from your WhatsApp service to establish the connection. After connecting, select the campaign name associated with your WhatsApp template.

Map the mobile number and user name from the previous step. Enter any additional parameters required for the message template.

After configuring these settings, click on ‘Save and Send Test Request’ to check if the message is sent successfully. You should receive a confirmation of the successful message delivery.

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5. Sending Email Notifications via Gmail

The final step in this automation is to send an email notification. Add another action step in your Pabbly Connect workflow and select Gmail as the application.

Choose the action event as ‘Send Email V2’ and connect your Gmail account. You will be prompted to allow permissions for Pabbly Connect to access your Gmail account. Once connected, fill in the recipient’s email address and customize the email content.

Map the recipient’s email and include dynamic fields like name and inquiry details. Set the email subject and body content accordingly.

After completing the email setup, click on ‘Save and Send Test Request’. Check your Gmail to confirm that the email is received successfully, completing the automation process.

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Conclusion

This tutorial demonstrated how to integrate WhatsApp with Contact Form 7 using Pabbly Connect. By following these steps, you can automate the process of sending WhatsApp messages and email notifications to enhance client engagement and improve response times.

Learn how to automate Shopify order creation using Pabbly Connect with JotForm responses. This detailed tutorial guides you through the integration process step-by-step. 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. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your web browser and navigate to the Pabbly Connect website. If you do not have an account, click on the ‘Sign Up for Free’ button to create a new account. This process is quick and gives you access to 100 free tasks every month.

Once you have signed in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration between JotForm and Shopify. Name your workflow something descriptive, like ‘Create Shopify Order for Captured Webhook Response’ to keep track of its purpose.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect using JotForm. The trigger application will be Webhook, which allows you to capture form submissions. Select ‘Webhook’ as your trigger application and choose the ‘Catch Webhook Response’ event.

• Select ‘Webhook’ as your trigger application.
• Choose ‘Catch Webhook Response’ as the trigger event.
• Copy the generated Webhook URL provided by Pabbly Connect.

Next, you will integrate this Webhook URL into JotForm. Go to your JotForm account, access the settings of your form, and navigate to the Integrations section. Search for Webhooks, paste the copied URL, and complete the integration. This allows JotForm to send responses to Pabbly Connect whenever a form is submitted.

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3. Creating a Shopify Order Using Pabbly Connect

Now that the trigger is set up, it’s time to create an order in Shopify. In Pabbly Connect, add an action step and select Shopify as the action application. Choose ‘Create Order’ as the action event. This step allows you to automate the order creation process based on the form submissions.

To connect Shopify with Pabbly Connect, you will need your Shopify Admin API access token and your store’s subdomain. Follow these steps to obtain the required information:

• Log in to your Shopify account and navigate to the Apps section.
• Click on ‘Develop Apps’ and create a new app for Pabbly integration.
• Generate the Admin API access token and copy it for use in Pabbly Connect.

Once you have entered the required details in Pabbly Connect, map the customer information from the Webhook response to the order fields in Shopify. This process ensures that each order contains accurate customer details from the form submissions.

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4. Adding Google Sheets Integration with Pabbly Connect

After creating the Shopify order, the next step is to log the customer details in Google Sheets. This step is crucial for keeping track of all the orders received. In Pabbly Connect, add another action step and select Google Sheets as the application. Choose ‘Add New Row’ as the action event.

Connect your Google Sheets account with Pabbly Connect by signing in and granting necessary permissions. Select the specific spreadsheet where you want to log the order details. Once connected, map the relevant fields from the Webhook response to the columns in your Google Sheets.

Choose the correct spreadsheet from your Google Sheets account. Map fields such as customer name, email, address, and coffee preference. Ensure all required fields are filled for each new order.

This integration will automatically log every order received through JotForm into your Google Sheets, providing a comprehensive record of customer interactions.

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5. Testing and Verifying the Integration

Once all connections are set up, it’s essential to test the integration to ensure everything functions correctly. Submit a test form through JotForm and check Pabbly Connect to see if the response is captured. You should see the details populated in both Shopify and Google Sheets.

Verify that a new order appears in your Shopify dashboard with the correct customer information. Additionally, check your Google Sheets to confirm that the new row with customer details has been added. This verification step is crucial for ensuring that your automation is working seamlessly.

By following these steps, you have successfully automated the process of creating Shopify orders and logging customer details using Pabbly Connect. This integration not only saves time but also enhances the efficiency of your order management process.

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Conclusion

In this tutorial, we explored how to automate Shopify order creation using Pabbly Connect with JotForm responses. This integration streamlines the order management process, ensuring that every customer interaction is recorded accurately and efficiently.

Learn how to automate sharing YouTube videos on X using Pabbly Connect. This step-by-step tutorial covers all integration details. 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 YouTube and X Integration

To start automating the sharing of YouTube videos on X, first, access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. Here, you can either sign in if you already have an account or sign up for free if you are a new user.

Once logged in, you will see the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to begin setting up your automation. This is where you will define how your YouTube videos will be shared as tweets on X.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is essential for your automation. Name your workflow something descriptive, like ‘Share YouTube Videos on X Automatically’. Then, select the folder where you want to save this workflow.

• Click on ‘Create’ after selecting the folder.
• You will see the trigger and action boxes.
• This is where you will set up the integration between YouTube and X.

Now, you need to set up your trigger. The trigger application will be YouTube, and you’ll need to select the trigger event as ‘New Video in Channel’. This event will initiate the workflow every time a new video is uploaded to your YouTube channel.

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3. Setting Up Trigger in Pabbly Connect

To configure the trigger, search for YouTube in the trigger application section of Pabbly Connect. After selecting it, choose the event ‘New Video in Channel with Video URL’. This will ensure the workflow is activated each time you upload a video.

Next, you will need to connect your YouTube account to Pabbly Connect. Click on the ‘Connect’ button and then select ‘Add New Connection’. Follow the prompts to authorize Pabbly Connect to access your YouTube account. After successful connection, you’ll need to select your channel ID.

• Return to your YouTube account to find your channel ID.
• Once selected, click on ‘Save & Test’ to verify the connection.
• You should receive a response with the video details.

After receiving the response, you can proceed to set up the action that will share your video on X.

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4. Setting Up Action to Post on X Using Pabbly Connect

Now that your trigger is set, it’s time to configure the action in Pabbly Connect. Search for X (formerly known as Twitter) in the action application section. Select the action event ‘Create Tweet’ to set up the tweet that will be posted automatically.

After selecting the action, connect your X account to Pabbly Connect by clicking on ‘Connect’ and then ‘Add New Connection’. You will need to provide your client ID and client secret, which you can obtain from the X developer portal.

Create a new app in the developer portal to get these credentials. Make sure to set the permissions for read and write access. Copy the callback URL from Pabbly Connect to the developer portal.

After saving the credentials, authorize the app to finalize the connection.

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5. Mapping Data and Finalizing the Workflow in Pabbly Connect

With your action set up, the next step is to map the data that will be included in your tweet. In Pabbly Connect, you can create a message for your tweet that includes the video title and URL. Use the mapping feature to pull these details from the YouTube trigger response.

For example, your tweet message could be: ‘New video alert! Check out our latest video on [Video Title] [Video URL]’. This ensures that every time a new video is uploaded, the correct information is dynamically included in the tweet.

Test the integration by clicking on ‘Save & Test’. Check your X account to see if the tweet was created successfully. Ensure all details are correct and the video link is functional.

By following these steps in Pabbly Connect, you will have successfully set up an automation that shares your YouTube videos on X whenever you upload a new video.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sharing YouTube videos on X. By setting up triggers and actions, you can save time and ensure timely promotion of your content. This integration enhances your reach and engagement on social media.

Learn how to integrate Counts with Automation using JavaScript, YouTube, and Make to automatically update video thumbnails with view counts. 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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1. Setting Up Automation with Counts

To start automating your YouTube video thumbnail updates with view counts, you first need to set up an automation using Counts. This process involves creating a scheduled workflow that runs weekly. By doing this, you can automatically fetch the view counts from your YouTube videos.

Begin by logging into your P Connect account. Once there, you will create a new workflow. Here are the steps to follow:

• Click on ‘Create Workflow’.
• Name your workflow, such as ‘Update YouTube Views’.
• Select the folder to save your workflow.

Once your workflow is created, you can set the trigger to schedule it every week. This allows the automation to run at a specific time each week, ensuring that your YouTube video thumbnails are always up to date with the latest view counts.

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2. Fetching YouTube View Counts Using Automation

After setting up the initial automation, the next step is to fetch the view counts from YouTube. Using Automation, you will connect your YouTube account to P Connect. This connection enables you to retrieve the latest view counts for your videos.

To do this, follow these steps:

• Select YouTube as your action application.
• Choose the action event as ‘List Video by ID’.
• Connect your YouTube account to P Connect.

Once connected, you will need to enter the video ID of the YouTube video for which you want to retrieve the view count. This ID can be found in the URL of your video. After entering the ID, you will click on ‘Save and Send Test Request’ to ensure that the integration is working correctly.

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3. Formatting View Counts with JavaScript

After successfully fetching the view counts, the next step involves formatting these counts to make them visually appealing on your YouTube thumbnail. This is where JavaScript comes into play. You will use JavaScript to convert the numeric view counts into a more readable format.

Here’s how to set up the JavaScript action:

Select ‘Code by P’ as your action application. Choose ‘Run JavaScript’ as the action event. Input the JavaScript code to format your view counts.

In the JavaScript code, you will map the view count from the previous step. This code will convert thousands into a format like ‘18.1k’ for easier reading. This step is crucial in ensuring that your viewers can quickly understand the popularity of your video.

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4. Updating Thumbnails in Switchboard

Once you have formatted the view counts, the next step is to update the thumbnails using Switchboard. This application allows you to create and modify images, which is essential for updating your YouTube thumbnails automatically.

To update your thumbnail, follow these steps:

Select Switchboard as your action application. Choose ‘Create Images’ as your action event. Enter the dimensions and format for your thumbnail.

Make sure to map the formatted view count into the appropriate text field of your thumbnail template. After setting everything up, click on ‘Save and Send Test Request’ to generate the new thumbnail with the updated view count.

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5. Finalizing and Publishing Changes on YouTube

After successfully creating the updated thumbnail with the view count, the last step is to publish these changes back to YouTube. This step ensures that your viewers see the latest view counts reflected in your video thumbnails. using Pabbly Connect

To finalize the process, do the following:

Select YouTube again as your action application. Choose ‘Send Thumbnail’ as the action event. Map the video ID and the new thumbnail URL.

Once you have completed these steps, click on ‘Save and Send Test Request’. This will update the thumbnail on your YouTube video with the latest view count, completing the automation process.

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Conclusion

In this tutorial, we explored how to integrate Counts with Automation to automatically update YouTube video thumbnails with view counts. By leveraging tools like JavaScript, YouTube, and Switchboard, you can enhance the visual appeal of your videos and save time on manual updates. This automation not only keeps your thumbnails current but also engages viewers effectively.

Learn how to automate license key delivery from Google Sheets to WooCommerce using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Automation

To begin automating the license key delivery process, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are new, click on the ‘Sign Up Free’ button to create a new account. Existing users can simply sign in to access the dashboard.

Once logged in, you will land on the all apps page. Click on ‘Access Now’ under Pabbly Connect. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a name, such as ‘WooCommerce to Google Sheets to Gmail’, and select the appropriate folder for your automation.

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2. Setting Up Triggers in Pabbly Connect

In this section, we will set up the trigger for our automation using Pabbly Connect. Start by selecting WooCommerce as the app in the trigger step. Choose the ‘New Order Created’ event from the dropdown menu. This event will trigger every time a new order is placed in your WooCommerce store.

• Select WooCommerce as the app.
• Choose ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, paste this webhook URL into your WooCommerce settings under the Advanced tab. Click on ‘Add Webhook’, name it, and set the status to active. Select ‘Order Created’ as the topic and save the changes. This will ensure that every new order triggers the automation in Pabbly Connect.

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3. Filtering Orders for Specific Products

After setting up the trigger, the next step is to filter the orders in Pabbly Connect. This allows you to ensure that only orders for the specific software product will continue through the automation process. In the action step, select the Filter app and set the condition to check if the ordered product matches your software.

• Select Filter as the app in the action step.
• Set the condition to match the product name.
• Save and test the filter condition.

This step is crucial as it prevents sending license keys for any orders that do not match the specified product. Only when the condition is met will the automation proceed to the next step of retrieving a license key from Google Sheets.

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4. Retrieving License Keys from Google Sheets

In this stage, we will use Pabbly Connect to fetch a license key from Google Sheets. Set up another action step and select Google Sheets as the app. Choose ‘Lookup Spreadsheet Row’ as the action event. Connect your Google Sheets account and select the spreadsheet containing your license keys.

Specify the lookup value as ‘Not Sent’ to find a license key that has not yet been assigned. Map the lookup column to column B, which contains the status of the license keys. Once you save and send the test request, you will retrieve the first available license key that meets the criteria.

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5. Sending License Keys via Gmail

After fetching the license key, the next step is to send it to the customer via email using Gmail. In this action step, select Gmail as the app and choose ‘Send Email’ as the action event. Connect your Gmail account and set the recipient’s email address using the mapped response from the WooCommerce trigger. using Pabbly Connect

Compose the email content, including the license key retrieved from Google Sheets. You can customize the subject and body of the email to include customer details. Once you have configured the email, click on ‘Save and Send Test Request’. This will send the email to the customer, completing the automation process.

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Conclusion

In this tutorial, we successfully automated the process of sending license keys from Google Sheets to customers after a WooCommerce purchase using Pabbly Connect. This integration streamlines operations and enhances customer experience by ensuring timely delivery of essential product keys.

Learn how to automate blog generation using Pabbly Connect and Perplexity AI with this step-by-step tutorial. Streamline your content creation process today! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Blog Automation

To automate blog generation, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page at Pabbly.com/connect. If you are a new user, click on ‘Sign up for free’ to create an account; existing users should click on ‘Sign in’.

Once logged in, you will see the dashboard displaying various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to start setting up your automation workflow. This platform allows seamless integration between applications like Google Sheets and Perplexity AI.

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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. Name it ‘Automate Blog Generation Using Perplexity AI’ and choose a folder to save it, preferably the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New Row’ or ‘Updated Row’.

This setup is crucial as it defines when the automation will start. As soon as a new row is added to your Google Sheets, Pabbly Connect will trigger the workflow to generate content automatically.

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3. Setting Up Google Sheets with Pabbly Connect

Next, you need to connect your Google Sheets account to Pabbly Connect. Copy the webhook URL provided after selecting your trigger. Open your Google Sheets, go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

• After installation, refresh your Google Sheets.
• Go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’.
• Paste the webhook URL and set the trigger column (usually the last column).

Click ‘Submit’ to complete the setup. This allows Pabbly Connect to listen for new entries in your Google Sheets, triggering the workflow to generate blog content automatically.

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4. Integrating Perplexity AI with Pabbly Connect

Now, add Perplexity AI as the action application in your workflow. Search for Perplexity AI after clicking on ‘Add Action Step’ in Pabbly Connect. Select ‘Create Chat Completion’ as the action event.

You will need to connect your Perplexity AI account. If this is your first time, click on ‘Add New Connection’ and enter your API key, which you can find in the API section of your Perplexity account settings. Once connected, choose the model and set the role as ‘User’. Map the required fields for content generation, such as target audience and content type.

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5. Finalizing Google Sheets Integration in Pabbly Connect

After generating the content with Perplexity AI, you need to send this content back to Google Sheets. Add another action step and select Google Sheets again. This time, choose ‘Update Cell Value’ as the action event.

Connect your Google Sheets account again if required. Specify the range to update, such as cell G2, which will store the generated content. Map the row index dynamically to ensure the content updates in the correct row for each new entry.

Click ‘Save and Send Test Request’ to verify that the content is correctly added to your Google Sheets. This entire process showcases how Pabbly Connect effectively integrates these applications to automate blog generation, saving time and effort.

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Conclusion

In this tutorial, we demonstrated how to automate blog generation using Pabbly Connect and Perplexity AI with Google Sheets. This integration streamlines your content creation process, allowing you to generate and manage blog content efficiently.

Learn how to automate rent collection for the Real Estate industry using Pabbly Connect, Google Sheets, and WhatsApp. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Rent Collection Automation

To automate rent collection, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. New users can create an account and receive 100 free tasks each month, which is perfect for exploring the application.

Once logged in, navigate to the dashboard and select Pabbly Connect to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Automate Rent Collection for Real Estate.’ Select the appropriate folder to save your workflow, ensuring easy access later.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select the trigger application as ‘Schedule’ to run the workflow daily. Choose the event as ‘Schedule Workflow’ and specify how often you want it to run. Set the time to 10 AM, for example, and click on ‘Save’ to confirm.

• Select the trigger application as Schedule
• Set the trigger event to Schedule Workflow
• Specify the time for the workflow to run

After saving the trigger setup, the workflow is ready to check your Google Sheets for tenants with outstanding rent. This automation ensures timely reminders are sent without manual intervention, significantly improving the rent collection process.

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3. Integrating Google Sheets with Pabbly Connect

The next step involves integrating Google Sheets with Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Lookup Spreadsheet Row.’ Connect your Google Sheets account by signing in and granting the necessary permissions.

Choose the spreadsheet containing tenant details, and specify the sheet to use. Set the lookup value to ‘due’ and the lookup column to ‘G’. This setup allows Pabbly Connect to identify tenants with outstanding payments efficiently.

• Select Google Sheets as the action application
• Choose ‘Lookup Spreadsheet Row’ as the action event
• Map the lookup value and column for due payments

Once you save this action, Pabbly Connect will retrieve all due payment information, allowing you to proceed to the next steps in the automation.

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4. Creating Payment Links with Razorpay via Pabbly Connect

In this section, you will create payment links using Razorpay through Pabbly Connect. Select Razorpay as the action application and choose ‘Create Payment Link’ as the action event. Connect your Razorpay account by entering the key ID and secret, which you can generate from your Razorpay account settings.

Map the amount to be collected dynamically from the previous step’s response, ensuring it reflects the actual due amount. Set the currency to INR, and provide a description for the payment link. This integration allows tenants to receive personalized payment links directly.

Select Razorpay as the action application Map the amount and currency for the payment link Provide a description for the payment link

After generating the payment link, Pabbly Connect will facilitate sending this link to tenants via WhatsApp, ensuring a seamless payment process.

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5. Sending WhatsApp Notifications with Pabbly Connect

Finally, you will send WhatsApp notifications to tenants using Pabbly Connect. Select the WhatsApp integration application, such as Vati, and choose the action event to send a template message. Connect your Vati account by entering the required API endpoint and access token.

Map the tenant’s WhatsApp number and customize the message template to include the tenant’s name, area, and the payment link generated earlier. This ensures that tenants receive timely reminders with all necessary details.

Select the WhatsApp application for notifications Map the tenant’s WhatsApp number Customize the message template with dynamic data

Once this step is completed, Pabbly Connect will automatically send WhatsApp messages to tenants, reminding them of their due rent and providing a direct payment link.

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Conclusion

Using Pabbly Connect, you can effectively automate rent collection for the Real Estate industry. This integration with Google Sheets and WhatsApp streamlines the entire process, ensuring timely reminders and payments. By following this tutorial, you can enhance your rent collection efficiency and reduce manual follow-ups.

Learn how to integrate Shopper with Google Sheets to automate ticket management. Follow this step-by-step tutorial for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Integrating Shopper with Google Sheets

The integration of Shopper with Google Sheets allows for efficient ticket management. By automating the process of adding new tickets from Shopper to Google Sheets, service providers can streamline their workflow. using Pabbly Connect

This integration is crucial for tracking incoming repair requests effectively. It helps in generating reports, spotting recurring issues, and enhancing team collaboration.

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2. Setting Up Pabbly Connect

To integrate Shopper with Google Sheets, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up if you are a new user. Once logged in, you will see the dashboard.

Next, create a workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Add Repair Shopper Ticket to Google Sheets’ and select a folder for organization.

• Click on the ‘Create’ button to proceed.
• Set up a trigger for the workflow.
• Choose ‘Repair Shopper’ as the trigger application.

This setup is essential to ensure that the workflow is ready to capture new tickets as they are created.

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3. Creating a New Notification in Repair Shopper

After setting up the trigger, the next step involves creating a new notification in your Repair Shopper account. This is done by navigating to the ‘Admin Settings’ and selecting the ‘Notification Center’. using Pabbly Connect

Click on the ‘New Notification Set’ button and provide a name for your notification. Enter the webhook URL you received from Pabbly Connect in the appropriate field and select the ‘New Ticket Created’ event.

• Leave the users field blank as it is not required.
• Turn on the webhook option to activate the notification.

Finally, click on the ‘Create Notification Set’ button to finalize this step. This ensures that every new ticket created in Repair Shopper triggers the automation.

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4. Testing the Integration

To verify that the integration works, you need to create a test ticket in your Repair Shopper account. Click on the ‘Tickets’ option and select ‘New Ticket’. using Pabbly Connect

Fill out the necessary fields such as customer name, business name, and issue description. For instance, you might enter a customer name like ‘Dummy Lead’ and describe an issue as ‘Virus issue’.

Enter the ZIP code, state, and any other relevant details. Click on the ‘Create Ticket’ button to submit your ticket.

After submitting the ticket, return to Pabbly Connect to check for a successful webhook response. This response confirms that your automation is functioning correctly.

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5. Adding Ticket Details to Google Sheets

Once the integration is confirmed, the next step is to set up Google Sheets as the action application in your Pabbly Connect workflow. Select Google Sheets and choose the ‘Add New Row’ action event. using Pabbly Connect

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and granting the necessary permissions. After connecting, select the spreadsheet where you want to add the ticket details.

Map the fields from the ticket response to the corresponding columns in Google Sheets. Ensure all required fields are filled in correctly.

Finally, save the changes and test the workflow to ensure the ticket details are correctly added to Google Sheets. This will allow for real-time tracking of all tickets in one place.

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Conclusion

In this tutorial, we explored how to integrate Shopper with Google Sheets using Pabbly Connect. By automating the process of adding new tickets to Google Sheets, service providers can enhance their workflow and improve ticket management.

This integration not only streamlines operations but also provides valuable insights into repair requests, helping teams respond more efficiently to client issues.