Author: Rajpal Tomar

Learn how to integrate LinkedIn leads with Google Chat and SMS using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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 to Set Up Automation

To start automating your lead notifications, access Pabbly Connect by visiting the Pabbly website. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly. Existing users can simply click ‘Sign In’ to access their dashboard.

Once signed in, navigate to the Pabbly Connect application. Click on the ‘Access Now’ button to enter your Pabbly Connect dashboard. Here, you can create workflows that automate notifications and SMS for LinkedIn leads.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Send SMS to LinkedIn Leads and Notify Team on Google Chat’. Choose a folder for organization, then click ‘Create’ to proceed.

• Name your workflow appropriately.
• Select the folder for saving your workflow.
• Click ‘Create’ to open the workflow editor.

After creating the workflow, you will see the trigger and action setup area. The trigger is the event that starts your workflow, while actions are the tasks performed as a result. In this case, the trigger will be LinkedIn Lead Gen Forms.

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3. Setting Up the Trigger with LinkedIn Lead Gen Forms

To set up the trigger, select ‘LinkedIn Lead Gen Forms’ as your trigger application. Choose the trigger event as ‘New Lead Gen Form Response’. Click on the ‘Connect’ button to link your LinkedIn account to Pabbly Connect.

If you haven’t previously connected your LinkedIn account, select ‘Add New Connection’. After successfully connecting, choose the specific lead form you want to automate. Click ‘Save and Send Test Request’ to capture the latest response from your LinkedIn leads.

• Select ‘LinkedIn Lead Gen Forms’ as the trigger application.
• Choose ‘New Lead Gen Form Response’ as the trigger event.
• Connect to your LinkedIn account and select the desired lead form.

This process ensures that every time a new lead is generated, the workflow will be triggered, allowing you to send automated responses immediately.

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4. Sending SMS to New Leads via Pabbly Connect

After setting up the trigger, the next step is to send an SMS to the new lead. For this, select ‘Twilio’ as your action application and choose the action event ‘Send SMS Message’. Click ‘Connect’ to link your Twilio account with Pabbly Connect.

Enter your Twilio Account SID and Authorization Token to establish the connection. Once connected, set up the SMS body. Personalize the message by mapping the lead’s name from the previous step. Include your Twilio phone number as the sender and map the recipient’s number to send the SMS.

This setup allows for dynamic content in your SMS, ensuring that each lead receives a personalized message. Click ‘Save and Send Test Request’ to verify that the SMS is sent successfully. Check your SMS inbox to confirm receipt.

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5. Notifying Your Team on Google Chat

To notify your team via Google Chat, add another action step in Pabbly Connect. Select ‘Google Chat’ as the action application and the action event as ‘Create Message’. Connect your Google Chat account by entering the webhook URL you generated in your Google Chat settings.

Compose the message you want to send to your team, including the lead’s details by mapping the necessary fields. Once the message is configured, click ‘Save and Send Test Request’ to ensure that the notification is sent to your Google Chat channel.

This step completes the automation process, allowing you to keep your team informed about new leads in real-time. Review both the SMS and Google Chat notifications to confirm successful integration.

Conclusion

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

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In conclusion, using Pabbly Connect streamlines the process of notifying your team and engaging with new leads from LinkedIn. By following these steps, you can automate your lead management effectively, ensuring prompt communication and improved conversion rates.

Learn how to automate SMS notifications for Instagram leads and notify your team on Google Chat using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, navigate to the Pabbly Connect website. If you are a new user, you can sign up for free, which offers 100 free tasks each month. Existing users should sign in to their accounts to access the dashboard.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. From here, you can create a new workflow that will automate the process of sending SMS notifications to leads generated from Instagram ads and notifying your team on Google Chat.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear where you can name your workflow and select a folder to save it.

• Name your workflow: ‘Send SMS to Instagram Leads and Notify Team on Google Chat’
• Select the folder: Choose an appropriate folder for organization.

After naming your workflow and selecting the folder, click on the ‘Create’ button. You will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts your automation, while the action is what happens as a result.

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3. Setting Up the Trigger for Instagram Leads

For the trigger in Pabbly Connect, select ‘Instagram Lead Ads’. This integration captures new leads generated through your Instagram ads. Choose the trigger event as ‘New Lead Instant’ to ensure immediate response when a lead is generated.

Next, connect your Instagram account by clicking on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Instagram lead data. After connecting, select the Facebook page associated with your Instagram account and the lead generation form you created for capturing leads.

• Select your Facebook page: Peak Performance Physio
• Choose the lead gen form: New Instagram Lead Ads

Once the setup is complete, click ‘Save and Send Test Request’ to ensure Pabbly Connect captures the lead data correctly. You can then generate a test lead to confirm the integration.

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4. Sending SMS to Leads Using Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. For sending SMS, select ‘Twilio’ as the action application and choose ‘Send SMS Message’ as the action event. Connect your Twilio account by entering your Account SID and Auth Token from your Twilio dashboard.

In the SMS body, write a personalized message to the lead, including dynamic data such as their name, which you can map from the previous step. Ensure the sender’s number is an approved Twilio number and the recipient’s number is the lead’s phone number captured from Instagram.

Set SMS body: ‘Hello {Lead Name}, thank you for reaching out!’ Enter your Twilio sender number. Map the recipient number to the lead’s phone number.

Click ‘Save and Send Test Request’ to send a test SMS. Confirm that the SMS is received correctly to verify the setup is functional.

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5. Notifying the Team on Google Chat

To complete the automation, add another action step in Pabbly Connect to notify your team via Google Chat. Select ‘Google Chat’ as the action application and choose ‘Create Message’ as the action event. You will need to connect this action to your Google Chat workspace.

For the message, include details about the new lead, such as their name, phone number, and email. This ensures your team has all the necessary information to follow up promptly. Make sure to retrieve the chat webhook URL from your Google Chat space settings to enable the message delivery.

Message example: ‘New Instagram Lead Alert: Name: {Lead Name}, Phone: {Lead Phone}, Email: {Lead Email}’ Ensure you paste the correct chat webhook URL.

After entering the message details, click ‘Save and Send Test Request’. Check your Google Chat space to confirm that the notification was sent successfully, completing the integration.

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Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to integrate Instagram leads with SMS notifications and Google Chat alerts. By following these steps, you can streamline your lead management process and enhance team communication.

Learn how to automate sending Flexi Sign documents via Google Forms 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. Setting Up Pabbly Connect for Google Forms and Flexi Sign

To start using Pabbly Connect, visit the homepage and log in or sign up for a free account. This step is crucial for automating your processes, as it will allow you to connect Google Forms and Flexi Sign seamlessly.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ option. Name your workflow appropriately, such as ‘Automatically Create and Send Flexi Sign Document on Google Form Submission.’ This naming helps identify the workflow’s purpose later.

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2. Trigger Setup with Google Forms in Pabbly Connect

The first action in your workflow will be to set up a trigger using Google Forms. Select Google Forms as your trigger application and choose the ‘New Response Received’ event. This event activates the workflow whenever a form submission occurs.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Google Form to set it up. You need to link this URL with your Google Form to capture responses automatically.

• Open your Google Form and go to the Responses section.
• Click on ‘View in Sheets’ to create a linked Google Sheet.
• In the Google Sheet, go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks.

After installing the add-on, set up the initial connection by entering the webhook URL into the specified field. Once the connection is established, Pabbly Connect will start capturing responses from the Google Form.

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3. Filtering Responses Before Sending Documents

To ensure that documents are only sent to clients who agree to receive them, you need to add a filter step in Pabbly Connect. This filter will check the responses captured from the Google Form.

In the actions section, select ‘Filter’ as your action application. Set the condition to check if the response to the question ‘Do you agree to receive the document via email for electronic signature?’ is equal to ‘Yes.’ This condition is essential for controlling whether the document will be sent.

• Select the label from the previous response that corresponds to the agreement question.
• Set the filter type to ‘Equal to’ and the value to ‘Yes.’
• Save and test the filter to ensure it’s functioning correctly.

By implementing this filter, Pabbly Connect ensures that only clients who agree to receive documents will trigger the next step in the workflow.

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4. Sending Documents for E-Signature Using Flexi Sign

Once the filter confirms that the response is valid, the next step is to set up the action to send the document using Flexi Sign. Select Flexi Sign as your action application and choose the ‘Create Document’ event.

To connect Flexi Sign with Pabbly Connect, you will need to provide an API key from your Flexi Sign account. Log into Flexi Sign, navigate to the Integrations section, and copy your API key.

Paste the API key into the required field in Pabbly Connect. Select the appropriate template ID for the document you want to send. Map the recipient’s email and name using the data captured from the Google Form.

After setting up the document details, test the action to ensure that the document is sent successfully. With this setup, Pabbly Connect automates the document sending process, making it efficient and error-free.

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5. Conclusion

In this tutorial, we have successfully demonstrated how to use Pabbly Connect to automate the process of sending Flexi Sign documents based on Google Form submissions. By following these steps, you can streamline your document management processes and enhance client engagement.

Using Pabbly Connect allows you to integrate various applications seamlessly, eliminating the need for manual intervention and ensuring timely responses to client requests.

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Learn how to integrate SMS with Wix Using Pabbly Connect for automated SMS notifications on form submissions. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Wix Forms for SMS Integration

To integrate SMS with Wix, we first need to set up Wix forms. This integration allows SMS notifications to be sent automatically upon form submission. Start by logging into your Wix account and navigating to the forms section. using Pabbly Connect

In the Wix dashboard, locate the ‘Forms’ option and select it. From here, you can create a new form or use an existing one. Ensure that your form collects necessary information such as the customer’s phone number. This is crucial for the SMS functionality.

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2. Creating a Webhook in Make for SMS Automation

Now that you have your Wix form ready, the next step is to create a webhook in Make. This webhook will connect your Wix form submissions to the SMS service. In Make, navigate to the dashboard and click on ‘Create Workflow’. using Pabbly Connect

You’ll see two boxes: one for the trigger and one for the action. For the trigger, select ‘Wix Forms’ and choose ‘New Form Submission’ as the event. This setup ensures that every time a form is submitted, it triggers the webhook.

• Choose the appropriate Wix form to connect.
• Copy the webhook URL provided by Make.
• Paste this URL into your Wix form settings under automations.

After pasting the URL, activate the automation and save your changes. This step is essential as it establishes the connection between Wix and Make.

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3. Configuring SMS Sending in Make

With the webhook set up, the next step is to configure SMS sending Using Pabbly Connect. In the action section of your workflow, select the SMS application and choose ‘Send SMS Message’ as your action event. This will allow you to send SMS notifications based on form submissions. using Pabbly Connect

Connect your SMS account to Make by entering your SMS account SID and authorization token. These credentials are essential to authenticate your SMS service. Make sure to enter them correctly to avoid any connection issues.

• Enter the body of the SMS message you want to send.
• Specify the sender’s number as approved in your SMS account.
• Map the recipient’s number from the Wix form submission to ensure it is dynamic.

Once everything is configured, save your settings and proceed to test the workflow. This will ensure that your SMS notifications are functioning as intended.

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4. Testing Your SMS Integration with Wix

Now that your SMS integration is configured, it’s time to test it. Go back to your Wix form and submit a test entry. Fill in the required fields, including the phone number, and submit the form. using Pabbly Connect

After submitting, return to Make and check if the webhook has received the data. You should see the test entry captured in the webhook response. If everything is set up correctly, the SMS should be sent to the number you provided in the form.

Check your phone to confirm receipt of the SMS. It should contain the message you configured earlier. If you receive the SMS, congratulations! Your integration is successful.

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5. Finalizing Your SMS Automation

With successful testing, you can finalize your SMS automation. Make sure to review all settings in both Wix and Make to ensure everything is functioning smoothly. This includes verifying your webhook URL and SMS message configurations. using Pabbly Connect

Once you are satisfied with the setup, you can start using this automation for your business. This integration will help you keep in touch with your customers promptly after they submit forms on your Wix site.

Feel free to revisit any of the steps if you need to make adjustments or improvements. This integration not only enhances customer communication but also streamlines your workflow.

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Conclusion

Integrating SMS with Wix Using Pabbly Connect allows for seamless communication with customers upon form submissions. With this setup, you can automate SMS notifications effectively, enhancing customer engagement and operational efficiency.

Learn how to integrate WooCommerce with Bravo using Pabbly Connect. Follow our detailed tutorial to automate contact creation effortlessly. 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 integrate WooCommerce with Bravo, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in with your account. If you’re new, you can sign up for free to get started.

Once logged in, you will see a dashboard that showcases all your workflows. Click on the ‘Pabbly Connect’ option to access the integration features. Here, you can create a new workflow specifically for the WooCommerce and Bravo integration.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it something descriptive, like ‘Create Bravo Contact from WooCommerce Order’. Select the appropriate folder to save this workflow.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two boxes appear: one for the trigger and one for the action.
• Set WooCommerce as the trigger application with the event ‘New Order Created’.

This setup will ensure that every time a new order is placed in WooCommerce, it will trigger the action to create a contact in Bravo through Pabbly Connect.

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3. Connecting WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you need to set up a webhook URL provided by Pabbly. Go to your WooCommerce settings and navigate to the ‘Advanced’ section. Here, you will find the ‘Webhooks’ option.

• Click on ‘Add Webhook’ and paste the webhook URL from Pabbly Connect into the ‘Delivery URL’ field.
• Select the event ‘New Order Created’ for the webhook to trigger.
• Save the changes to update the webhook settings.

After saving, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to test the connection. This will allow you to confirm that WooCommerce is successfully sending data to Pabbly Connect.

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4. Setting Up Bravo as the Action Application

In the next step, you will set Bravo as the action application in Pabbly Connect. Choose ‘Create or Update Contact’ as the action event. If you have not connected Bravo yet, click on ‘Add New Connection’ and enter your API key from your Bravo account.

Ensure that you enter your domain correctly and save the connection. Once connected, you will need to map the fields from the WooCommerce order to the Bravo contact fields. This includes email, first name, last name, and any other relevant information.

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5. Testing the Integration Between WooCommerce and Bravo

After setting up the action step, it’s time to test the integration. Place a test order in WooCommerce to see if the contact is created in Bravo. Ensure that all required fields are correctly mapped in Pabbly Connect.

Once you complete the test order and receive a confirmation message, check your Bravo account to verify if the new contact appears. If everything is set up correctly, you should see the contact created with the details from the WooCommerce order.

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Conclusion

This tutorial detailed how to integrate WooCommerce with Bravo using Pabbly Connect. By following the steps outlined, you can automate the creation of contacts in Bravo whenever a new order is placed in WooCommerce, enhancing your workflow efficiency.

Learn how to integrate Rocket.Chat with Pabbly Connect for seamless automation. This tutorial covers every step, from setting up webhooks to notifications via Gmail. 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. Setting Up Pabbly Connect for Rocket.Chat Integration

To begin, you need to access Pabbly Connect for integrating Rocket.Chat. Start by logging into your Pabbly Connect account and navigating to the dashboard. Here, you will initiate the process to create a new workflow that connects Rocket.Chat with other applications.

After logging in, click on the ‘Create Workflow’ button. Name your workflow appropriately, for instance, ‘Rocket.Chat New Channel Notifications’. This workflow will allow you to set up triggers based on events occurring in Rocket.Chat, facilitated by Pabbly Connect.

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2. Configuring the Trigger Event in Pabbly Connect

In this section, you will set up the trigger event within Pabbly Connect. Select Rocket.Chat as your trigger application. For the trigger event, choose ‘New Channel Created’. This means that every time a new channel is created in your Rocket.Chat account, it will trigger an action in Pabbly Connect.

• Select ‘Rocket.Chat’ as the trigger application.
• Choose ‘New Channel Created’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Once you have copied the webhook URL, proceed to your Rocket.Chat account to set up the integration. This URL will act as the bridge between Rocket.Chat and Pabbly Connect.

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3. Creating Integration in Rocket.Chat

Now, switch to your Rocket.Chat account to create the integration. Click on the three dots in the sidebar, navigate to ‘Administration’, and select ‘Integrations’. Here, you will create a new outgoing integration.

Click on the ‘New Integration’ button and fill in the required fields. Set the event trigger to ‘Room Created’, which corresponds with the trigger you set in Pabbly Connect. Enter the webhook URL you copied earlier, and make sure to enable the integration. This step is crucial for ensuring that Rocket.Chat sends data to Pabbly Connect.

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4. Testing the Integration with Pabbly Connect

After setting up the integration in Rocket.Chat, it’s time to test it. Go back to your Pabbly Connect workflow. You should see that it is waiting for a webhook response. To trigger this, create a new channel in Rocket.Chat. using Pabbly Connect

Click on the ‘Create Channel’ button in Rocket.Chat and fill in the necessary information, such as the channel name and topic. Once you create the channel, Pabbly Connect should receive the webhook response. This confirms that the integration works as intended.

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5. Conclusion

In this tutorial, we demonstrated how to integrate Rocket.Chat with Pabbly Connect using webhooks. By following these steps, you can automate notifications for new channels created in Rocket.Chat. This integration allows for seamless communication and enhances team collaboration.

With Pabbly Connect, you can set up various automations with multiple applications, making your workflow more efficient and organized. If you have any questions, feel free to reach out for support.

Learn how to automate lead allocation from LinkedIn to Runo CRM Using Pabbly Connect in this detailed tutorial. Streamline your sales process today! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Automation with LinkedIn Leads

Automation is crucial for managing leads efficiently. In this section, we will explore how to set up automation to allocate LinkedIn leads to Runo CRM. This integration streamlines the lead management process, ensuring that no lead is missed. using Pabbly Connect

To begin, you will need to log into your PAB account and navigate to the PAB Connect dashboard. Here, you can create a new workflow that connects LinkedIn and Runo. This workflow will automatically allocate leads as they come in from LinkedIn.

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2. Creating a Workflow in PAB Connect

Creating a workflow in PAB Connect is vital for automating lead allocation. The first step is to click on the ‘Create Workflow’ button on the dashboard. This action will prompt you to name your workflow, which should reflect its purpose, such as ‘Runo Allocation from LinkedIn Leads’. using Pabbly Connect

• Click on ‘Create’ to proceed to the workflow settings.
• Define your trigger by selecting ‘LinkedIn Lead Generation Forms’ as the application.
• Set the trigger event to ‘New Lead Generation Form Response’.

After setting up the trigger, you will need to connect your LinkedIn account to PAB Connect. This connection allows PAB to fetch lead data automatically. Once connected, you can select the specific lead form you want to use for generating leads.

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3. Mapping Lead Data to Runo CRM

Mapping lead data is an essential step in the integration process. Once you have set up your trigger and action, you will need to map the lead data from LinkedIn to Runo CRM. This process ensures that all relevant information from the lead is captured accurately. using Pabbly Connect

To map the lead data, select the appropriate fields in Runo where the lead information will be stored. For example:

• Map the lead’s first name to the corresponding field in Runo.
• Map the lead’s last name and email address accordingly.
• Ensure to include the phone number and company name for complete information.

After mapping the fields, you can set the priority level for the lead before saving and sending the test request. This priority setting can help your team manage leads more effectively.

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4. Testing the Integration

Testing the integration is crucial to ensure that everything works as expected. After completing the mapping, you should click on the ‘Save and Send Test Request’ button. This action will send a sample lead to Runo CRM based on the data you mapped. using Pabbly Connect

Once the test request is sent, check the response in PAB Connect. A positive response indicates that the lead has been successfully allocated to Runo. You can then log into your Runo account to verify that the lead appears in the allocations section.

Make sure to review the details of the lead in Runo to confirm that all information has been captured correctly. This verification step is essential to ensure that your automation is functioning properly.

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5. Conclusion

In this tutorial, we explored how to integrate Automation, CRM, Management Service, PAB, LinkedIn, Make, Runo CRM, and Runo I to create an efficient lead allocation process. By automating the workflow, businesses can respond to leads faster and improve their sales efficiency.

Streamlining your lead management process through automation not only saves time but also increases the chances of converting leads into customers. Implementing this integration will enhance your sales workflow significantly.

Learn how to automate the creation of Mail Modo contacts from Google Sheets rows using Pabbly Connect. Follow this 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 Integration

To start automating the creation of Mail Modo contacts from Google Sheets, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

Once there, sign in with your existing account or create a new one. New users can sign up for free, receiving 100 tasks monthly. After signing in, you will land on the dashboard, where you can create new workflows.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Create Mail Modo Contact from Google Sheets Row.’ Select the appropriate folder to save this workflow.

• Name your workflow appropriately.
• Select the folder for organization.

Once you’ve named your workflow and chosen the folder, click on ‘Create’. You will now see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

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3. Setting Up Google Sheets as the Trigger

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Choose Google Sheets and select the trigger event as ‘New or Updated Spreadsheet Row.’ This setup ensures that whenever a new row is added, the workflow will be activated.

Next, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge to connect Google Sheets with Pabbly Connect. Copy this URL and proceed to your Google Sheets.

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4. Configuring Google Sheets to Send Data

In your Google Sheets, navigate to ‘Extensions’ and select ‘Add-ons,’ then click on ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets. using Pabbly Connect

Go back to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the last column that will hold the final data. Once configured, click on ‘Submit’ to finalize the setup.

• Open Pabbly Connect Webhooks in Google Sheets.
• Paste the webhook URL and define the trigger column.

Now, whenever data is added to the specified column, it will be sent to Pabbly Connect, allowing the workflow to trigger.

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5. Adding Mail Modo as the Action Application

With Google Sheets set up, it’s time to add Mail Modo as the action application in Pabbly Connect. Choose Mail Modo and select the action event as ‘Add Contact to a List.’ To connect, you will need your Mail Modo API key, which can be found in your Mail Modo account settings under API Keys.

Once you have the API key, return to Pabbly Connect, enter the key, and click on ‘Save’. Now, map the fields from your Google Sheets data to the Mail Modo fields. This ensures that the correct information is sent to Mail Modo whenever a new row is added in Google Sheets.

After mapping all required fields, click on ‘Save and Send Test Request’. If the setup is correct, you will receive a confirmation that the contact was successfully created in Mail Modo.

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Conclusion

In this tutorial, we successfully demonstrated how to automate the creation of Mail Modo contacts from Google Sheets rows using Pabbly Connect. By following the steps outlined, you can streamline your email marketing efforts and ensure your contact list is always up to date.

Learn how to automate email responses using Pabbly Connect to integrate Webflow with Gmail for efficient lead management. 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 start automating your email responses, access Pabbly Connect by visiting its website. You can sign in if you are an existing user or sign up for free if you are new. This platform allows you to connect different applications without needing any programming knowledge.

Once you are logged in, you will see various Pabbly tools. Click on ‘Access Now’ for Pabbly Connect to enter your dashboard. Here, you can create workflows that automate tasks like sending emails upon form submissions.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, where you will name your workflow. For this tutorial, name it ‘Automated Emails on Webflow Form Submission’ and select the folder you want to save it in.

• Click on ‘Create’ to proceed.
• You will see a window with options for triggers and actions.
• Remember, the trigger is the command that starts the workflow.

Now, select ‘Webflow’ as your trigger application. Choose ‘New Form Submission’ as your trigger event. This sets up the automation so that when a new form is submitted in Webflow, it will trigger the next action in Pabbly Connect.

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3. Setting Up Webflow with Pabbly Connect

To connect Webflow to Pabbly Connect, you need to copy the webhook URL provided after selecting your trigger. This URL will be used in your Webflow account to send form submission data.

Log in to your Webflow account and navigate to the form settings. Click on the three dots next to your form, then select ‘Settings’. Under the ‘Integrations’ tab, look for ‘Webhooks’. Here, you can add a new webhook.

• Select ‘Add Webhook’ and choose ‘Form Submission’ as the trigger type.
• Paste the webhook URL you copied from Pabbly Connect.
• Click on ‘Add Webhook’ to save your settings.

After adding the webhook, ensure to save and publish your form. This allows Webflow to send form submission data to Pabbly Connect whenever a user submits the form.

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4. Configuring Gmail to Send Automated Emails

Now, let’s set up the action in Pabbly Connect to send an email via Gmail. Select Gmail as your action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ to establish a connection with your Gmail account.

After connecting, you will be prompted to allow permissions for Pabbly Connect to access your Gmail. Once connected, you can start mapping the email fields. For the recipient’s email address, use the mapping feature to pull the email from the Webflow form submission data.

Map the recipient email to ensure it changes dynamically with each submission. Set the sender’s email and name for the outgoing email. Craft a personalized email subject and content using mapped fields.

By properly mapping these fields, you ensure that each email sent from Gmail through Pabbly Connect is customized for the lead, enhancing engagement and response rates.

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5. Testing Your Pabbly Connect Workflow

After configuring your Gmail settings, it’s time to test the workflow. Return to your Webflow form and submit a test entry. Once submitted, check Pabbly Connect to see if it captured the submission data correctly.

If the data appears in Pabbly Connect, proceed to check your Gmail account for the automated email. You should receive an email confirming the details submitted in the form. This confirms that your integration is functioning as intended.

To summarize the workflow:

Webflow serves as the trigger application. Gmail is the action application for sending emails. Pabbly Connect facilitates the entire automation process.

This concludes the setup for automating email responses using Pabbly Connect. You can now efficiently manage your leads and improve your engagement rates.

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Conclusion

In this tutorial, we explored how to automate email responses using Pabbly Connect to integrate Webflow with Gmail. This process enhances lead management and ensures prompt communication with potential clients.

Learn how to automate WooCommerce using Pabbly Connect. This step-by-step guide covers integration with Google Sheets, WhatsApp, and more. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for WooCommerce Integration

To automate WooCommerce using Pabbly Connect, first access the platform by visiting the URL Pabbly.com/sl/connect. This is the starting point for setting up your integrations.

Once on the homepage, you will see options to either sign in or sign up for free. 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. After logging in, navigate to the Pabbly Connect dashboard to begin creating your automation workflows.

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2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to set up a new automation. Name your workflow, for example, ‘Automate WooCommerce Orders’ and select a folder to save it in.

• Click on ‘Create’ to proceed to the next step.
• You will see two main sections: Trigger and Action.
• Select WooCommerce as your trigger application.

After selecting WooCommerce, choose the trigger event ‘New Order’ to capture details whenever a new order is placed. This will allow you to automate tasks based on that event.

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3. Setting Up the Trigger with WooCommerce

To set up the trigger in Pabbly Connect, select the trigger event as ‘New Order Created’. This event will initiate the workflow whenever a new order is placed in your WooCommerce store.

Next, you will receive a webhook URL that acts as a bridge between WooCommerce and Pabbly Connect. Copy this URL and proceed to your WordPress admin panel to configure the webhook settings.

• Navigate to WooCommerce settings and select ‘Advanced’.
• Click on ‘Webhooks’ and then ‘Add Webhook’.
• Paste the copied webhook URL and set the status to active.

Once the webhook is saved, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to test the connection.

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4. Testing the Automation Workflow

To test the automation, place a new order in your WooCommerce store. Fill in the necessary customer details and complete the order process. Once the order is placed, return to Pabbly Connect to check if the response has been captured successfully.

If the test is successful, you will see all the order details in Pabbly Connect. This confirms that your WooCommerce and Pabbly Connect integration is working correctly.

Check for order ID, customer details, and product information in the response. Ensure that the data is accurate and reflects the order placed.

This step verifies that your trigger is functioning as intended, setting the stage for the next actions in your workflow.

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5. Setting Up Actions in Pabbly Connect

Now that the trigger is set, it’s time to configure actions in Pabbly Connect. For example, you can connect Google Sheets to log all new orders automatically. Select Google Sheets as your action application.

Choose the action event, such as ‘Create Spreadsheet Row’, and connect your Google Sheets account. Map the order details from WooCommerce to the appropriate fields in Google Sheets.

Map fields like product name, customer email, and order total. Test the action to ensure data is being added correctly to your spreadsheet.

Once your action is successfully set up, you can add additional actions, such as sending WhatsApp messages or emails using Gmail, to further automate your workflow.

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Conclusion

In this tutorial, we explored how to automate WooCommerce using Pabbly Connect. By setting up triggers and actions, you can efficiently manage new orders and streamline your e-commerce operations. This integration allows for seamless data transfer and task automation without any coding skills required.