Author: Rajpal Tomar

Learn how to integrate Google Sheets and AI Sensei using Pabbly Connect to automate sending 100+ promotional messages on WhatsApp effortlessly. 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 sending promotional messages on WhatsApp using AI Sensei, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. This will allow you to create an account in just two minutes, providing you with 100 free tasks each month.

Once you are logged in, click on the ‘Access Now’ button under Pabbly Connect. This action will take you to the Pabbly Connect dashboard where you can create your workflows. In the dashboard, you will see options to create a new workflow, which is essential for integrating Google Sheets with AI Sensei.

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2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow in Pabbly Connect to facilitate sending promotional messages. Click on the ‘Create Workflow’ button. A pop-up window will appear where you need to name your workflow. For this tutorial, name it something descriptive like ‘Send 100+ Promotional Messages on WhatsApp’. After naming it, click ‘Create’.

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

After setting the trigger, you will need to configure the action step where you will select AI Sensei as your action application. This step is crucial as it determines how the promotional messages will be sent.

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3. Connecting Google Sheets to Pabbly Connect

Now, it’s time to connect your Google Sheets to Pabbly Connect. In your Google Sheet, ensure you have columns for the contact name and contact number. To integrate, go to ‘Extensions’ in the Google Sheets menu and find the Pabbly Connect add-on. If you haven’t installed it yet, you can do so from the Google Workspace Marketplace.

• Click on ‘Initial Setup’ under the Pabbly Connect add-on.
• Paste the webhook URL from Pabbly Connect into the setup form.
• Set the trigger column to your last data entry column (e.g., Column B).

After completing these steps, send a test to ensure that the data from the Google Sheet is correctly received by Pabbly Connect. This will confirm that your Google Sheet is successfully connected to Pabbly Connect.

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4. Sending Promotional Messages Using AI Sensei

With your Google Sheets connected to Pabbly Connect, the next step is to configure AI Sensei to send the promotional messages. In your Pabbly Connect workflow, select AI Sensei as the action application. Choose the action event as ‘Send Template Message’. This is where you will specify the details of your promotional message.

Connect AI Sensei with Pabbly Connect by providing your API key. Map the contact number and name from the Google Sheets data. Add the URL of the promotional image you want to send.

Once you have configured all the necessary fields, click on ‘Save and Send Test’. This will send a test message to your WhatsApp contact to ensure everything is set up correctly.

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5. Automating the WhatsApp Messaging Process

Finally, to automate the process of sending messages to all contacts, go back to your Google Sheet. Utilize the Pabbly Connect add-on to select the option ‘Send All Data’. This will trigger the workflow you have created in Pabbly Connect, sending promotional messages to all contacts listed in your Google Sheet.

Whenever a new contact is added to the Google Sheet, the automation will ensure that a personalized WhatsApp message is sent automatically. This feature allows you to scale your marketing efforts without manual intervention, saving you valuable time and resources.

By following these steps, you can efficiently send 100+ promotional messages on WhatsApp using AI Sensei and Pabbly Connect. This integration not only enhances your marketing strategy but also ensures timely communication with your audience.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Google Sheets and AI Sensei for sending promotional messages on WhatsApp. This streamlined process allows for efficient communication and effective marketing campaigns.

Learn how to automate lead creation in No CRM from Google Sheets using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with No CRM using Pabbly Connect, first, visit the Pabbly Connect website. Type Pabbly.com/connect in your browser to access the platform. Once there, sign in to your existing account or create a new one for free, which gives you 100 tasks monthly.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can view all your workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. You will need to name your workflow appropriately, such as ‘Create No CRM Lead from Google Sheets Row’ and select the desired folder for organization.

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2. Setting Up Google Sheets as the Trigger

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. The trigger event will be set to ‘New or Updated Spreadsheet Row.’ This means every time a new row is added, the automation will start.

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

Next, go to your Google Sheets document, click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for Pabbly Connect Webhooks and install it. After installation, refresh your Google Sheets. Then, navigate back to the Extensions menu, select Pabbly Connect Webhooks, and click on ‘Initial Setup.’ Here, paste the webhook URL and specify the final data column, which is the last column where data will be entered.

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3. Capturing Data from Google Sheets

Once your trigger is set up, it’s time to capture the data from Google Sheets using Pabbly Connect. Enter some sample data in your Google Sheets table. For instance, fill in the first name, last name, phone number, and email address in the respective columns.

After entering the data, return to Pabbly Connect. You should see that it is waiting for a webhook response. Click on ‘Send on Event’ in the Pabbly Connect Webhooks menu in Google Sheets. This action sends the newly entered data to Pabbly Connect, which will be recorded as a response in your workflow.

• Ensure the data is entered correctly in Google Sheets.
• Check the Pabbly Connect dashboard for the captured response.

Once the data is captured, you can see all the details such as first name, last name, phone number, and email address in the Pabbly Connect interface. This confirms that the connection between Google Sheets and Pabbly Connect is successfully established.

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4. Setting Up No CRM as the Action

The next step is to set No CRM as the action application in Pabbly Connect. Choose ‘No CRM’ and select the action event as ‘Create Lead.’ This action will automatically create a lead in No CRM whenever a new row is added to Google Sheets.

To connect No CRM with Pabbly Connect, you will need to enter your API key and account name. To find these, log into your No CRM account, click on the three dots in the top menu, go to ‘Tools,’ then ‘More Integrations,’ and finally ‘API.’ Generate a new API key if necessary and copy it. Enter this key back in Pabbly Connect along with your account name.

Enter the API key from your No CRM account. Fill in the account name as shown in the URL. Save the connection and proceed to map the fields.

After successfully connecting No CRM, map the fields for the lead creation. Use the mapping feature to pull data from the previous response, such as the first name and last name for the lead title, and include any other relevant details in the description field. Once all fields are filled out, click on ‘Save and Send Test Request’ to create the lead.

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5. Testing the Integration

After setting up the action, it’s essential to test the integration between Google Sheets and No CRM using Pabbly Connect. Enter another set of dummy details in Google Sheets to see if a new lead is created in No CRM as expected.

Refresh your No CRM dashboard to check if the new lead appears. If everything is configured correctly, you should see the new lead with the details you entered in Google Sheets. This confirms that the automation is functioning properly.

To summarize, you have successfully integrated Google Sheets with No CRM using Pabbly Connect. This automation allows for seamless lead generation without manual entry, enhancing efficiency in your workflow. By following the steps outlined, you can replicate this process for various applications.

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Conclusion

In this tutorial, we detailed how to automate lead creation in No CRM from Google Sheets using Pabbly Connect. This integration streamlines your workflow and saves time by eliminating manual data entry. With Pabbly Connect, you can efficiently manage your customer data and improve your sales process.

Learn how to automate file conversion from MP4 to MP3 using Pabbly Connect, Cloud Convert, and OneDrive. Follow our detailed tutorial 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. Setting Up Pabbly Connect for Automation

To start automating file conversions, first access Pabbly Connect. This platform is essential for integrating various applications like OneDrive and Cloud Convert. You can create your free account by following the sign-up link provided in the description.

Once signed up, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘OneDrive to Cloud Convert’. After selecting the appropriate folder in your Pabbly Connect account, click ‘Create’ to begin your automation process.

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2. Integrating OneDrive with Pabbly Connect

The next step is to connect your OneDrive account to Pabbly Connect. This integration is crucial as it allows Pabbly Connect to monitor a specific folder for new files. In the trigger window, search for OneDrive and select it as your app.

• Select ‘New File’ as the trigger event.
• Click on ‘Connect’ and choose ‘Add New Connection’.
• Authorize the connection by clicking ‘Connect with Microsoft OneDrive’.

After connecting, specify the folder path in OneDrive from which Pabbly Connect will receive new files. Make sure to use slashes to separate folder names. Once this is set, upload a file to the specified OneDrive folder to test the connection.

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3. Sending Files to Cloud Convert via Pabbly Connect

With OneDrive integrated, the next step involves sending the uploaded file to Cloud Convert for format conversion. In the action window of Pabbly Connect, search for Cloud Convert and select it as your action app.

• Choose ‘Convert a File’ as the action event.
• Connect your Cloud Convert account by clicking ‘Connect with Cloud Convert’.
• Map the file URL from the OneDrive trigger response to the Cloud Convert action.

Specify the input format (MP4) and the desired output format (MP3) in the respective fields. After setting this up, click ‘Save and Send Test Request’ to initiate the conversion process. This step will send your file to Cloud Convert for processing.

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4. Uploading Converted Files Back to OneDrive

After the file conversion, the next step is to upload the converted MP3 file back to OneDrive using Pabbly Connect. In the action step, search for OneDrive again and select it.

Select ‘Upload a File’ as the action event. Choose the folder where you want to upload the MP3 file. Map the file name and file URL from the Cloud Convert response.

Once all fields are filled, click ‘Save and Send Test Request’. This action will upload the converted MP3 file to your specified OneDrive folder. Verify the upload by checking the folder in OneDrive.

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5. Testing the Automation Workflow

With the setup complete, it’s time to test your automation workflow using Pabbly Connect. Upload a new MP4 file to the OneDrive folder you specified earlier. This action will trigger the automation process.

Wait approximately 10 minutes for Pabbly Connect to check for new files in the OneDrive folder. The workflow will capture the new file, send it to Cloud Convert for conversion, and then upload the converted file back to OneDrive. After waiting, refresh the MP3 files folder in OneDrive to see the newly converted file.

This step confirms that your automation is working correctly. You can now automate file conversions seamlessly between OneDrive and Cloud Convert using Pabbly Connect.

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Conclusion

In conclusion, this tutorial demonstrates how to use Pabbly Connect to automate the conversion of MP4 files to MP3. By integrating OneDrive and Cloud Convert, you can streamline your file management processes effectively.

Learn how to integrate Razorpay with Outlook and Google Contacts using Pabbly Connect for seamless automation of payment confirmations and contact creation. 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 begin the integration process, you must first access Pabbly Connect. Simply open your browser and navigate to the Pabbly Connect landing page. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can select ‘Sign In’ to access their dashboard. This platform is crucial for automating the connection between Razorpay, Outlook, and Google Contacts.

After signing in to Pabbly Connect, you will see various applications available. Click on ‘Access Now’ for Pabbly Connect to start creating your workflow. This dashboard is where you will set up the automation for sending emails through Outlook and creating contacts in Google.

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2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button to initiate a new automation. You will need to name your workflow, for instance, ‘Send Outlook Email for New Razorpay Payment and Create Google Contacts.’ Ensure you save this workflow in the appropriate folder.

• Click on ‘Create’ to open the workflow window.
• Select Razorpay as your trigger application.
• Choose ‘Payment Captured’ as the trigger event.

After selecting the trigger, Pabbly Connect will generate a webhook URL. This URL is essential for connecting Razorpay to your workflow. Copy this URL as you will need it to set up the webhook in your Razorpay account.

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3. Configuring Webhook in Razorpay Account

Now that you have the webhook URL, log into your Razorpay account. Navigate to the ‘Developers’ section on the left sidebar and select ‘Webhooks’. Here, you will create a new webhook by clicking on ‘Add New Webhook’.

• Paste the copied webhook URL into the provided field.
• Select ‘Payment Captured’ as the active event.
• Click ‘Create Webhook’ to save your settings.

After creating the webhook, Pabbly Connect will wait for a response. You need to conduct a test payment in Razorpay to capture this response. This step is crucial to ensure that the integration is functioning correctly.

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4. Testing Payment and Capturing Response in Pabbly Connect

To test the integration, go back to your Razorpay account and navigate to the payment pages. Choose a product to test, and copy the payment page URL. Open this URL in a new tab and fill in the required payment details.

Complete the payment process, including entering the OTP when prompted. Once the payment is successful, Pabbly Connect will capture the payment details. You can verify this by returning to your Pabbly Connect workflow, where the response from Razorpay should appear, confirming that the integration is active.

At this stage, you can also add a filter condition to your workflow. This filter will ensure that only payments for specific courses proceed to the next steps, enhancing the accuracy of your automation.

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5. Sending Email via Outlook and Creating Google Contacts

With the payment successfully captured, it’s time to send an email using Microsoft Office 365 through Pabbly Connect. Select Microsoft Office 365 as your action application and choose ‘Send Mail’ as the action event. You will need to connect your Office 365 account by authorizing Pabbly Connect to access your email.

Fill in the necessary details for the email, including the subject and body. Use mapping to dynamically insert the customer’s name and order ID from the previous steps. After setting up the email, click ‘Save and Send Test Request’ to send the email confirmation to the customer.

Select ‘Google Contacts’ as the next action application. Choose ‘Create Contact’ as the action event. Map the customer’s details to create a new contact in Google.

Finally, test this action by clicking ‘Save and Send Test Request’. Check your Google Contacts to confirm that the new contact has been created with the correct details. This completes the integration process, ensuring efficient communication and up-to-date records.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Razorpay with Outlook and Google Contacts. By following the detailed steps, you can automate payment confirmations and contact creation seamlessly. This integration enhances efficiency and ensures your records are always current.

Learn how to integrate Salesforce leads with Active Campaign using Pabbly Connect for seamless automation. Follow this step-by-step guide for efficient lead 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 Integration

To begin your integration journey with Pabbly Connect, first, access the platform by visiting the official Pabbly website. Here, you will find options to either sign in or sign up for free if you are a new user. After logging in, navigate to the Pabbly Connect application, which is specifically designed for connecting various applications. using Pabbly Connect

Once in Pabbly Connect, you will be greeted with a dashboard. From here, click on the ‘Create Workflow’ button to initiate the integration process. You will need to name your workflow and select a folder to save it. This workflow will help you automate the process of creating or updating contact records in Active Campaign based on new leads from Salesforce.

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2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select Salesforce as your trigger application since you want the workflow to activate whenever a new lead is added in Salesforce. For the trigger event, choose ‘New Lead’ to ensure that the workflow responds to new data entries. using Pabbly Connect

• Select Salesforce as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Connect your Salesforce account by allowing necessary permissions.

After connecting, you will need to input your Salesforce instance URL. This is crucial for Pabbly Connect to communicate with Salesforce effectively. Make sure to save your settings and send a test request to confirm that the connection is working properly.

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3. Creating the Action in Pabbly Connect

Now that the trigger is set up, it’s time to create the action in Pabbly Connect. For this, select Active Campaign as the action application. The goal here is to create or update a contact in Active Campaign whenever a new lead is captured from Salesforce. using Pabbly Connect

Choose the action event as ‘Create or Update Contact’. You will then connect your Active Campaign account by providing the necessary API key and URL. Ensure that you follow the instructions provided in Pabbly Connect to input these details correctly.

• Select Active Campaign as the action application.
• Choose ‘Create or Update Contact’ as the action event.
• Input your API key and URL to connect Active Campaign.

After successfully connecting, map the fields from your Salesforce lead to the corresponding fields in Active Campaign. This mapping ensures that the data flows correctly between the two applications, allowing for seamless updates and contact creation.

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4. Testing the Integration in Pabbly Connect

With both the trigger and action set up, it’s time to test the integration. To do this, submit a test lead through your Salesforce form. Make sure to fill in all required fields such as first name, last name, email, and phone number. Once submitted, check your Salesforce account to confirm that the new lead appears correctly. using Pabbly Connect

After confirming the lead’s creation, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to capture the latest response from Salesforce. If everything is set up correctly, you should see the new contact created in Active Campaign shortly after.

Submit a test lead in Salesforce. Click on ‘Save and Send Test Request’ in Pabbly Connect. Check Active Campaign for the new contact.

After a short wait, you should see the new contact appear in Active Campaign, confirming that your integration is successful. This automation saves time and reduces manual errors by ensuring that leads are captured and followed up without delay.

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5. Conclusion

In this tutorial, we have successfully integrated Salesforce leads with Active Campaign using Pabbly Connect. By following the steps outlined, you can automate the process of creating or updating contact records seamlessly. This integration not only enhances efficiency but also improves lead management across platforms.

Utilizing Pabbly Connect for such integrations allows businesses to streamline operations and focus on converting leads into customers effectively. The automation saves time and minimizes the risk of errors, ensuring a smooth workflow between Salesforce and Active Campaign.

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Learn how to automate notifications for new YouTube videos in Google Chat using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for YouTube and Google Chat Integration

To start automating notifications for new YouTube videos in Google Chat, first, access Pabbly Connect. This platform is essential for creating workflows that connect different applications seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can easily sign up for free and benefit from 100 free tasks every month.

Once logged in, you will see the dashboard displaying all available applications. Click on the ‘Access Now’ button next to Pabbly Connect to enter the workflow creation interface. This is where you will set up the automation process between YouTube and Google Chat.

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Creating the Workflow in Pabbly Connect

To create your automation workflow using Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Automatically Track New YouTube Videos in Google Chat’.

Next, select a folder to save your workflow. In the left sidebar, choose an appropriate folder such as ‘YouTube Automations’. After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize the setup.

• Click on ‘Create Workflow’.
• Name your workflow.
• Select a folder to save it.

Your workflow is now created, and you will see two main sections: Trigger and Action. The trigger will define what starts the automation, while the action specifies what happens as a result.

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Setting Up the Trigger for YouTube

The next step is to set up the trigger for your workflow in Pabbly Connect. For the trigger application, select YouTube. Since you want to track new video uploads, choose the trigger event as ‘New Video in Channel’. This allows Pabbly Connect to capture details whenever a new video is published on your YouTube channel.

After selecting the YouTube trigger, click the ‘Connect’ button. A window will prompt you to add a new connection or select an existing one. Click on ‘Add New Connection’ and then ‘Connect with YouTube’. You will need to authorize Pabbly Connect to access your YouTube channel by clicking the ‘Allow’ button.

• Select YouTube as the trigger application.
• Choose ‘New Video in Channel’ as the trigger event.
• Authorize Pabbly Connect to access your YouTube channel.

Once authorized, select your channel ID from the dropdown menu. Click ‘Save and Send Test Request’ to verify that Pabbly Connect captures the latest video details successfully. If successful, you will see the video URL, title, and other relevant details in the response.

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Setting Up the Action to Send Notifications in Google Chat

After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. For the action application, select Google Chat. The action event should be set as ‘Create Message’, which allows you to send notifications about the new video to your Google Chat space.

Click the ‘Connect’ button. You will need to provide the chat webhook URL and the message you want to send. To get the webhook URL, follow the steps in Google Chat to create a new webhook. Name the webhook and copy the URL generated for your Google Chat space.

Select Google Chat as the action application. Choose ‘Create Message’ as the action event. Provide the chat webhook URL and compose your message.

Compose a message like: ‘New YouTube Video Alert: A new video has been published titled ‘[Video Title]’. Watch here: [Video URL]’. Use data mapping to insert the dynamic video title and URL from the previous step. Finally, click ‘Save and Send Test Request’ to send a test message to your Google Chat space.

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Testing the Automation

Now that your workflow is set up, it’s essential to test the automation created with Pabbly Connect. After clicking ‘Save and Send Test Request’, check your Google Chat space to confirm that the notification has been received. This will ensure that the integration between YouTube and Google Chat is functioning correctly.

If the message appears in your Google Chat space, congratulations! You have successfully automated the notification process for new YouTube videos. If not, double-check the webhook URL and ensure that the trigger setup is correct, as YouTube may take some time to send data to Pabbly Connect.

This automation allows you to keep your team informed about new content instantly, enhancing collaboration and feedback on your YouTube videos. With Pabbly Connect, you have streamlined your communication effectively.

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Conclusion

In this tutorial, we demonstrated how to automate YouTube video notifications in Google Chat using Pabbly Connect. By following the steps outlined, you can ensure your team is always updated on new content, fostering better communication and collaboration.

Utilizing Pabbly Connect for this integration not only saves time but also enhances productivity, making it a valuable tool for any business owner managing a YouTube channel.

Learn how to integrate Instagram leads with Google Chat using Pabbly Connect for streamlined notifications and SMS alerts. Step-by-step tutorial included. 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 Instagram Leads and Google Chat Integration

To begin integrating Instagram leads with Google Chat, first access Pabbly Connect. This platform allows you to automate workflows seamlessly between various applications. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive a limited number of tasks each month.

Once logged in, navigate to the dashboard of Pabbly Connect. From here, you will see the option to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. This will initiate the process of setting up your integration.

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2. Creating a Workflow in Pabbly Connect

After clicking on the ‘Create Workflow’ button, a dialog box will prompt you for a workflow name. Enter a name such as ‘Send SMS to Instagram Leads and Notify Team on Google Chat’. You also need to select a folder where this workflow will be stored. This helps in organizing your automations within Pabbly Connect.

• Enter the workflow name.
• Select the appropriate folder for organization.
• Click on the ‘Create’ button to finalize.

Upon creation, your workflow will be displayed with two main sections: Trigger and Action. The Trigger is the event that starts your workflow, while Action is what happens as a result. For this integration, you will first set up the Trigger that captures new leads from Instagram.

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3. Setting Up the Trigger for Instagram Leads

In the Trigger section of your workflow, select ‘Instagram Lead Ads’ as the application. This is crucial as it allows Pabbly Connect to monitor new leads generated from your Instagram ads. Choose the trigger event as ‘New Lead Instant’ to ensure immediate capture of lead details.

After selecting the trigger event, you will need to connect your Instagram account. Click on the ‘Connect’ button, and a new window will appear. Follow the prompts to authorize Pabbly Connect to access your Instagram Lead Ads. Ensure that your Instagram account is linked to a Facebook page, as this is required for the integration.

• Select ‘Instagram Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Instagram account through the authorization process.

Once the Trigger is set up, it will automatically capture new leads generated through your Instagram ads, allowing you to proceed to the next step of sending an SMS notification.

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4. Setting Up the Action to Send SMS

Now that your Trigger is configured, it’s time to set up the Action. In the Action section, select ‘Twilio’ as the application for sending SMS messages. Choose the action event as ‘Send SMS Message’. This step is crucial as it allows Pabbly Connect to notify potential clients via SMS when a new lead is generated.

Next, you need to connect your Twilio account. Click on the ‘Connect’ button, and enter your Twilio Account SID and Auth Token. These details can be found in your Twilio account dashboard. Once connected, you can customize the SMS message that will be sent to your leads.

Select ‘Twilio’ as the action application. Choose ‘Send SMS Message’ as the action event. Enter your Twilio Account SID and Auth Token to connect.

In the SMS body, you can personalize the message by mapping the lead’s name and details from the Trigger step. This ensures that each lead receives a tailored response, enhancing customer engagement.

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5. Notifying Your Team on Google Chat Using Pabbly Connect

The final step in this automation process is to notify your team on Google Chat. In the Action section, select ‘Google Chat’ as the application. Choose the action event as ‘Create Message’. This allows Pabbly Connect to send a notification to your Google Chat space whenever a new lead is captured.

To set this up, you will need to provide the Google Chat Webhook URL. This can be obtained from your Google Chat space settings. After entering the webhook URL, customize the message to include the lead’s details such as name and phone number. This will keep your team informed and ready to follow up with potential clients.

Select ‘Google Chat’ as the action application. Choose ‘Create Message’ as the action event. Enter the Google Chat Webhook URL and customize your message.

By completing this setup, your team will receive instant notifications about new leads, allowing for quicker follow-ups and improved customer service.

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Conclusion

In this tutorial, we explored how to integrate Instagram leads with Google Chat using Pabbly Connect. This integration streamlines the process of notifying your team and sending SMS alerts to potential clients, ensuring a prompt response to inquiries. By utilizing Pabbly Connect, businesses can enhance their lead management and improve customer engagement efficiently.

Learn how to automate the integration of Level and Microsoft Excel using Pabbly Connect. Follow our detailed tutorial for seamless appointment management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in to their accounts.

Once logged in, you will find various Pabbly products. Click on ‘Access Now’ under Pabbly Connect to proceed to the dashboard. Here, you can create and manage your workflows effectively.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button on the dashboard. A dialog box will appear prompting you to name your workflow. Enter a descriptive name such as ‘Go High Level Appointment Details in Microsoft Excel’. Select a folder to save your workflow, then click on ‘Create’.

• Click ‘Create Workflow’ on the dashboard.
• Name your workflow appropriately.
• Select a folder for organization.

After creating the workflow, you will see two main sections: trigger and action. The trigger will be set up to capture new appointments from Go High Level, while the action will send this data to Microsoft Excel.

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3. Setting Up the Trigger with Go High Level

In this step, you will configure the trigger in Pabbly Connect. Select ‘Lead Connector V2’ as your trigger application. The trigger event should be set to ‘Customer Booked Appointment’. This means that every time a customer books an appointment, the workflow will activate.

After selecting the trigger event, you will receive a webhook URL. This URL acts as a bridge for data transfer between Go High Level and Pabbly Connect. Copy this URL and proceed to the Go High Level account to set up the automation.

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4. Configuring Go High Level for Webhook Integration

To connect Go High Level with Pabbly Connect, navigate to the automation section of your Go High Level account. Create a new workflow that triggers on the event when a customer books an appointment. Paste the copied webhook URL from Pabbly Connect into the workflow settings.

Make sure to set the action to send data via the webhook whenever an appointment is booked. After saving and publishing this workflow, you will return to Pabbly Connect to finalize the setup.

• Navigate to the automation section in Go High Level.
• Create a new workflow for appointment bookings.
• Paste the webhook URL from Pabbly Connect.

Now, every time a new appointment is booked, the data will be sent to Pabbly Connect, where it can be processed further.

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5. Connecting Microsoft Excel to Pabbly Connect

With the trigger set up, the next step is to connect Microsoft Excel as the action application in Pabbly Connect. Click on ‘Add Action Step’ and select Microsoft Excel. Choose the action event as ‘Add Row to Worksheet’. This action will ensure that every new appointment detail is recorded in your Excel sheet.

Authorize the connection by logging into your Microsoft Excel account when prompted. After the connection is established, select the workbook and worksheet where you want to store the appointment details. Map the relevant fields such as customer name, email, phone number, and appointment date to ensure accurate data entry.

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Conclusion

In this tutorial, we demonstrated how to integrate Level and Microsoft Excel using Pabbly Connect. By following the steps outlined, you can automate the process of recording appointment details efficiently and effectively. This integration not only saves time but also ensures that your team stays organized with up-to-date information.

Learn how to integrate Simply, Pages, City, and more with Pabbly Connect for seamless email marketing automation. Follow this detailed tutorial for step-by-step instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating your email marketing, first access Pabbly Connect. This platform allows you to integrate various applications like Simply and Pages effortlessly. Open your browser and navigate to the Pabbly Connect homepage.

Here, you can either sign in if you already have an account or sign up for free. Signing up gives you 100 free tasks every month to explore the features. Once logged in, you will see your dashboard where you can manage your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow, for instance, ‘Automate Email Marketing’.

Once you name your workflow, select a folder to save it. After this, 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.

• Select a trigger application, such as Simply.
• Choose the trigger event, like ‘New Subscriber’.
• Connect your application to Pabbly Connect.

After setting up the trigger, you can proceed to define the action that will follow. This is where Pabbly Connect truly shines, allowing you to automate processes seamlessly.

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3. Setting Up the Trigger with Simply

In this section, you will set up the trigger using Simply. Select Simply as your trigger application and choose the event as ‘New Subscriber’. This means whenever a new subscriber is added, the workflow will be triggered.

Next, you need to connect your Simply account to Pabbly Connect. This connection allows Pabbly to access your Simply data. Once connected, select the specific list where new subscribers will be captured.

• Log into your Simply account.
• Authorize Pabbly Connect to access your account.
• Choose the appropriate list for new subscribers.

After completing this setup, click on ‘Save and Send Test Request’ to verify that the connection works correctly. This test will confirm that new subscribers are being tracked as expected.

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4. Setting Up the Action Step in Pabbly Connect

Now, it’s time to set up the action step in Pabbly Connect. This step will define what happens when a new subscriber is added to Simply. You can choose another application, such as Google Sheets, to store this subscriber information.

Select the action application and the corresponding action event, like ‘Add Subscriber’. Connect this application to Pabbly Connect, similar to how you did with Simply. This allows you to automate the data transfer.

Choose the action application, like Google Sheets. Select the action event to perform. Map the fields from Simply to the action application.

Once the mapping is complete, click ‘Save and Send Test Request’ to ensure that the action works as intended. This step will finalize the workflow, allowing you to automate your email marketing effectively.

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5. Finalizing Your Integration with Pabbly Connect

After successfully setting up both the trigger and action steps, your automation is almost complete. The final step is to test the entire workflow in Pabbly Connect to ensure everything functions correctly.

Monitor the results and make adjustments as necessary. This will help you streamline your email marketing processes, saving time and effort while ensuring effective communication with your audience.

With the integration fully operational, you can now focus on creating engaging content for your subscribers while Pabbly Connect handles the backend automation. This setup allows you to manage your email marketing campaigns efficiently.

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Conclusion

In conclusion, using Pabbly Connect to integrate Simply, Pages, and other applications can significantly enhance your email marketing efforts. By following the steps outlined in this tutorial, you can automate processes and improve your workflow efficiency.

Learn how to automate creating Mail Modo contacts from Google Sheets using Pabbly Connect. Step-by-step tutorial 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 Automation

To start automating the creation of Mail Modo contacts from Google Sheets, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, sign up for free to get started with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see the option to create a new workflow. This will allow you to set up the integration between Google Sheets and Mail Modo. Click on ‘Create Workflow’ to proceed with setting up your automation.

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2. 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 and choose the event as ‘New or Updated Spreadsheet Row’. This means that every time a new row is added to your Google Sheets, it will trigger the workflow.

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

Next, go to your Google Sheets document where you have your customer details. Click on ‘Extensions’, then ‘Add-ons’, and finally ‘Get Add-ons’. Search for Pabbly Connect Webhooks and install it. After installation, refresh your Google Sheets to ensure the add-on is active.

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3. Configuring the Webhook URL in Google Sheets

To connect Google Sheets with Pabbly Connect, you need to configure the webhook URL. Click on ‘Extensions’, navigate to ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Here, paste the webhook URL you copied earlier.

Additionally, specify the trigger column in your Google Sheets. This column will be the final data column that triggers the webhook when a new entry is added. For example, if your last column is ‘D’, enter ‘D’ in the trigger column field and submit the setup.

• Paste the webhook URL in the setup.
• Specify the trigger column (e.g., ‘D’).
• Click ‘Submit’ to save the configuration.

Finally, go back to ‘Extensions’ and select ‘Send on Event’ to ensure that future data entries are sent to Pabbly Connect. This completes the Google Sheets setup for triggering the automation.

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4. Adding Mail Modo as the Action Application

After configuring Google Sheets, it’s time to set up Mail Modo as the action application in Pabbly Connect. Select Mail Modo and choose the action event as ‘Add Contact to a List’. This action will create a new contact in Mail Modo whenever a new row is added in Google Sheets.

If you do not have an existing connection, click on ‘Add New Connection’. You will be prompted to enter your Mail Modo API key. To find this, log in to your Mail Modo account, navigate to ‘Settings’, and then ‘API Keys’. Here, create a new API key and copy it.

Select Mail Modo as the action application. Choose ‘Add Contact to a List’ as the action event. Enter your Mail Modo API key to establish the connection.

Once the connection is established, you will map the fields from Google Sheets to Mail Modo. This includes mapping the email address and other personalization fields to ensure the contact is created correctly in Mail Modo.

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5. Testing the Integration Between Google Sheets and Mail Modo

To verify that the integration between Google Sheets and Mail Modo is working correctly, you will need to enter some dummy data into your Google Sheets. For instance, input a first name, last name, phone number, and email address into the respective columns.

Once the data is entered, return to Pabbly Connect and check for the webhook response. If the setup is correct, you should see the captured data reflected in the response. This confirms that Google Sheets is successfully sending data to Pabbly Connect.

Enter dummy data in Google Sheets to test the integration. Check the webhook response in Pabbly Connect for confirmation. Verify that the contact is created in Mail Modo.

After testing, you should see the new contact in your Mail Modo list, confirming that the automation is working perfectly. This process effectively automates the creation of contacts from Google Sheets to Mail Modo using Pabbly Connect.

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Conclusion

This tutorial detailed how to automate the creation of Mail Modo contacts from Google Sheets using Pabbly Connect. By following these steps, you can streamline your email marketing processes efficiently and effectively.