Author: Rajpal Tomar

Learn how to integrate The Happening, Channel, and Slack using Pabbly Connect in this step-by-step tutorial. Automate your workflows effortlessly! 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. Setting Up Pabbly Connect for Integration

To begin using Pabbly Connect, log in to your Pabbly Connect account. This platform is essential for integrating various applications like The Happening, Channel, Simply, Google, Google Sheets, and Slack. Once logged in, navigate to the dashboard to start creating your automation workflows.

In the Pabbly Connect dashboard, you will see options to create a new workflow. This is where you will set up triggers and actions that define how data flows between applications. Remember, Pabbly Connect acts as the intermediary that allows you to automate tasks across these platforms seamlessly.

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2. Creating a Trigger Event in Pabbly Connect

For this integration, we will set up a trigger event using Pabbly Connect to capture when a new task is created in The Happening. Start by selecting The Happening as your trigger application. This is crucial because it defines the event that will initiate your workflow.

• Select ‘The Happening’ as your trigger application.
• Choose the trigger event, such as ‘New Task Created’.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to log into The Happening and configure the webhook to point to this URL. This allows The Happening to send data to Pabbly Connect whenever a new task is created.

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3. Configuring The Happening for Webhook

In The Happening, navigate to the settings section and find the webhook configuration options. This step is vital as it establishes the connection between The Happening and Pabbly Connect. Paste the copied webhook URL into the designated field to link the two applications.

Ensure you select the event type that you want to track. For instance, if you want to capture new tasks, choose the ‘Task Created’ event. This way, every time a task is created, The Happening will send the relevant data to Pabbly Connect.

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4. Testing the Integration and Adding Actions

Once the webhook is configured, it’s time to test the integration. Go back to Pabbly Connect and create a new task in The Happening. This action will trigger the webhook and send data to Pabbly Connect. Check the response in Pabbly Connect to ensure that the data is being captured correctly.

• Create a new task in The Happening.
• Verify that Pabbly Connect receives the task details successfully.
• Add Slack as an action application to send notifications.

By adding Slack as an action step, you can automatically notify your team whenever a new task is created. This integration enhances communication and ensures everyone is informed in real time, showcasing the power of Pabbly Connect.

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5. Finalizing the Workflow in Pabbly Connect

To finalize your workflow, ensure that all actions are correctly set up in Pabbly Connect. You can add multiple actions, such as sending the task details to Google Sheets for record-keeping or notifying your team via Slack. This flexibility makes Pabbly Connect a powerful tool for managing integrations.

After configuring all the actions, save your workflow and enable it. This will ensure that every time a new task is created in The Happening, the specified actions will automatically occur, demonstrating the efficiency of using Pabbly Connect for automation.

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Conclusion

In summary, this tutorial has demonstrated how to integrate The Happening, Channel, and Slack using Pabbly Connect. By following these steps, you can automate your workflows and enhance productivity across your applications. Embrace the power of automation with Pabbly Connect!

Learn how to integrate Elementor and DocuSign using Pabbly Connect for automated document signing. Follow our detailed tutorial for seamless automation. 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 start the integration process, you first need to access Pabbly Connect. Simply open your browser and navigate to the Pabbly Connect homepage by entering the URL.

Once on the homepage, you will see options to sign in or sign up. If you are an existing user, click on the ‘Sign In’ button. If you are new, click on ‘Sign Up for Free’ to create an account. This process takes just a couple of minutes and allows you to explore the platform with 100 free tasks every month.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ option.

• Provide a name for your workflow, such as ‘Automatically Share Documents for Signature via DocuSign on Elementor Form Submission’.
• Select a folder to save your workflow, such as ‘Automations for Task Management’.
• Click on ‘Create’ to proceed to the next screen.

Once you have set up your workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger will be set to Elementor, and the action will be set to DocuSign. This setup allows you to automate the process of sending documents for signatures when a form is submitted via Elementor.

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3. Setting Up the Trigger in Elementor

Now, let’s set up the trigger in Pabbly Connect by selecting Elementor as the trigger application. Choose the trigger event ‘New Form Submission’ to capture the form responses.

Once selected, you will receive a Webhook URL from Pabbly Connect. This URL acts as a bridge for transferring data from Elementor to Pabbly Connect whenever a form is submitted. Copy this URL and proceed to your WordPress site.

• Edit your Elementor form by selecting ‘Edit with Elementor’.
• Navigate to the ‘Actions After Submit’ section and click the plus icon.
• Select ‘Webhook’ and paste the copied URL into the Webhook URL field.

After saving these settings, your Elementor form will now send data to Pabbly Connect every time it is submitted, triggering the automation workflow.

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4. Configuring the DocuSign Action in Pabbly Connect

After successfully capturing the form submission data, the next step is to configure the action in Pabbly Connect using DocuSign. Select DocuSign as your action application and choose the event ‘Create Signature Request’.

Click on ‘Connect’ to build a connection with your DocuSign account. If you are already logged in, you can use the existing connection or create a new one. Once connected, you will be prompted to fill in the necessary fields to send the signature request.

Select the account name and base URL. Choose the template for the document, such as ‘Agreement’. Map the client’s name and email from the previous response.

After filling in these details, click on ‘Save and Send Test Request’. This will send a test email to the client with the document for signature, completing the automation setup.

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5. Testing the Integration Between Elementor and DocuSign

With the integration now set up, it’s time to test the automation. Go back to your Elementor form and submit a test entry with dummy details. Once you submit the form, Pabbly Connect should capture the response.

After the submission, check your email for the signature request from DocuSign. If everything is configured correctly, you will receive an email containing the document to be signed. This confirms that the integration is working as intended.

You can repeat this process with different test submissions to ensure that the automation consistently sends documents for signatures via DocuSign. This demonstrates the effectiveness of using Pabbly Connect to automate workflows between applications.

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Conclusion

In this tutorial, we explored how to integrate Elementor and DocuSign using Pabbly Connect. This automation streamlines the document signing process, making it efficient and hassle-free for clients. By following these steps, you can easily set up similar integrations for your own workflows.

Learn how to automate the creation of V Tiger CRM contacts from new Google Sheets rows using Pabbly Connect. Follow our detailed guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. Click on the ‘Sign In’ button if you are an existing user, or click ‘Sign Up for Free’ to create a new account. Once logged in, you will land on the Pabbly Connect dashboard.

From here, you can manage all your workflows. To create a new workflow, click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Create V Tiger CRM Contact from Google Sheets’. Select the appropriate folder for your workflow and click on ‘Create’ to proceed.

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2. Setting Up Google Sheets as the Trigger

In this step, you will set up Google Sheets as the trigger application in your Pabbly Connect workflow. The trigger event will be when a new row is added or updated in your Google Sheets table. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Connect your Google Sheets account to Pabbly Connect.

After establishing the connection, you will receive a webhook URL. This URL is crucial for linking Google Sheets with Pabbly Connect. Copy the webhook URL and proceed to your Google Sheets to set it up.

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3. Configuring Google Sheets for Automation

Open your Google Sheets document where you have customer details stored. Click on ‘Extensions’, then ‘Add-ons’, followed by ‘Get Add-ons’ to install the Pabbly Webhooks add-on if you haven’t already. Once installed, refresh your Google Sheets. using Pabbly Connect

Next, navigate to ‘Extensions’ and select ‘Pabbly Webhooks’ followed by ‘Initial Setup’. Here, paste the copied webhook URL and specify the trigger column, which is typically the last column where data is entered. For example, if your final data entry column is D, enter ‘D’ in the trigger column field and click ‘Submit’.

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4. Creating a Contact in V Tiger CRM

Now that Google Sheets is set up as the trigger, it’s time to configure the action in V Tiger CRM through Pabbly Connect. Select V Tiger CRM as your action application and choose the action event ‘Create Contact’. If you don’t have an existing connection, select ‘Add New Connection’ and enter your V Tiger CRM username, access key, and domain.

To gather your username and access key, navigate to your V Tiger CRM account, click on ‘My Preferences’ in the top right corner, and copy the required details. Paste these into the respective fields in Pabbly Connect. Next, map the fields from Google Sheets to the V Tiger CRM contact form. This includes mapping the first name, last name, email address, and phone number.

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5. Testing the Integration

Once you have mapped the fields correctly, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the data from Google Sheets to V Tiger CRM. If successful, you should see a confirmation message indicating that the contact was created.

To verify, log in to your V Tiger CRM account and check the contacts list. You should see the newly created contact with the details you entered in Google Sheets. Repeat this process by adding new rows to your Google Sheets to ensure the automation works seamlessly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of contacts in V Tiger CRM from new rows in Google Sheets. This integration allows for efficient data management and eliminates manual entry, thus saving time and reducing errors.

Learn how to automate Google Drive transcription using Pabbly Connect to integrate Salad API and Google Docs for seamless document creation. 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 begin automating transcription, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are new, click on the ‘Sign Up Free’ button to create an account in just a couple of minutes.

Once you have signed in, you will land on the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button and name your workflow, such as ‘Google Drive to Salad API to Google Docs’. This name reflects the integration process you are about to set up.

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2. Setting Up the Trigger with Google Drive

To initiate the automation, select Google Drive as your trigger app in Pabbly Connect. Choose the trigger event as ‘New File in Specific Folder’ to monitor a designated folder in your Google Drive for new audio or video files.

• Select your Google Drive account and authorize the connection.
• Choose the folder where you will upload your files for transcription.
• Click ‘Save and Send Test Request’ to confirm the connection and retrieve file details.

After completing these steps, the most recent file uploaded in your designated folder will be captured by Pabbly Connect, allowing you to proceed with the next action steps in the workflow.

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3. Sharing the File with Salad API

Once the new file is detected, the next step is to share it with the Salad transcription API. In Pabbly Connect, add an action step and select Google Drive again, this time choosing the action event ‘Share a File with Anyone’.

Map the file ID from the trigger step to ensure the correct file permissions are set. This step is crucial because Salad API requires a publicly accessible link to transcribe the file. After setting this up, click on ‘Save and Send Test Request’ to verify that the file permissions have been successfully changed.

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4. Transcribing the File Using Salad API

With the file now shared, the next action involves sending it to the Salad transcription API. In Pabbly Connect, add another action step and select Salad transcription API, then choose the action event ‘Create AI Transcription’.

• Enter the Pabbly URL of the audio or video file that you want to transcribe.
• Specify the language code, which is typically ‘English’.
• Set the options for word-level timestamps and diarization based on your needs.

After configuring these settings, click on ‘Save and Send Test Request’. This action will send the file for transcription, and you will receive a response indicating that the transcription process has started.

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5. Creating a Google Doc with Transcription

After the transcription process, the final step is to create a new document in Google Docs with the transcription text. In Pabbly Connect, add another action step and select Google Docs, then choose ‘Create Document from Template’.

Connect your Google Docs account and select the template document you created earlier. Map the necessary fields, such as the file name, file URL, and the transcription text received from Salad API. This mapping will ensure that the new document contains all relevant details.

Finally, click ‘Save and Send Test Request’ to generate the document. Once completed, you will find the new document in your specified Google Drive folder, containing the transcription and additional file details.

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Conclusion

This tutorial demonstrates how to automate the transcription of audio and video files in Google Drive using Pabbly Connect to integrate Salad API and Google Docs. By following these steps, you can streamline your transcription process efficiently.

Learn how to connect Simply with URL for efficient file sharing using Google Drive and Slack in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Simply Integration with Google Drive

Simply integration with Google Drive allows you to automate file sharing effortlessly. To start, log into Simply and navigate to the integrations section. Here, you will set up a connection with Google Drive to manage your files effectively.

Once inside the integrations section, select Google Drive as your primary application. You will need to authorize Simply to access your Google Drive account. Follow these steps for a smooth setup:

• Log in to Simply and go to the integrations section.
• Select Google Drive and click on ‘Connect’.
• Authorize Simply to access your Google Drive account.

After successful authorization, you can choose the specific folder in Google Drive where files will be uploaded. This integration ensures that all files are stored in a designated location for easy access.

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2. Automating File Sharing with URL and Slack

With your Simply and Google Drive integration set up, the next step is automating file sharing via Slack. This process involves using URL to create shareable links for files uploaded to Google Drive. using Pabbly Connect

To automate file sharing, you will need to set up a trigger in Simply that detects when a new file is added to Google Drive. Follow these steps:

• Navigate to the automation section in Simply.
• Select Google Drive as the trigger application.
• Choose the ‘New File in Folder’ trigger event.

After setting up the trigger, you can configure the action to share the file link in a specified Slack channel. This way, your team can access the latest files instantly.

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3. Sending Messages on Slack with Dynamic Links

To complete the integration, you will need to configure Simply to send messages to Slack whenever a new file is uploaded. This process makes use of dynamic links generated from the uploaded files. using Pabbly Connect

In the action step of your automation, select Slack as the application. You will need to set the action event to ‘Send Channel Message’. Here’s how to do it:

Choose Slack as the action application in Simply. Select ‘Send Channel Message’ as the action event. Map the dynamic URL from the Google Drive file to the Slack message.

By mapping the dynamic URL, every time a new file is uploaded, the message sent to your Slack channel will contain the latest file link, ensuring your team stays updated.

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4. Testing Your Simply and URL Integration

Once you have configured the automation, it’s crucial to test the integration to ensure everything works seamlessly. Testing helps identify any issues before going live. using Pabbly Connect

To test your integration, upload a new file to the designated Google Drive folder. Then, check if a message appears in the Slack channel. Here’s how to conduct the test:

Upload a file to the specified Google Drive folder. Monitor the Slack channel for the automated message. Verify that the message contains the correct link to the uploaded file.

Testing ensures that your Simply and URL integration is functioning correctly, allowing your team to receive updates in real-time.

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5. Finalizing Your Integration with Simply and URL

After successfully testing your integration, it’s time to finalize the setup and ensure everything is optimized for your team’s workflow. With Simply, URL, Google Drive, and Slack integrated, you can streamline your file sharing process. using Pabbly Connect

To finalize, review your automation settings for any adjustments. Ensure that the trigger and action steps are correctly configured. Here are a few final checks:

Confirm the folder path in Google Drive is accurate. Ensure the Slack channel is correctly set for message delivery. Review your message format for clarity and professionalism.

By finalizing these settings, you’ll enhance your team’s productivity and ensure seamless communication through automated file sharing.

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Conclusion

This tutorial has guided you through the process of integrating Simply with URL, Google Drive, and Slack for efficient file sharing. By following these steps, your team can easily access important files automatically, improving collaboration and workflow.

Learn how to integrate URL, Little Town, Forum, Box, Facebook, and Make using Pabbly Connect in this detailed step-by-step tutorial. 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 to Start Integration

To begin integrating URL, Little Town, Forum, Box, Facebook, and Make, first, access Pabbly Connect. You can do this by visiting the official Pabbly Connect website and signing in with your credentials. If you are a new user, click on ‘Sign Up Free’ to create an account.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation for your integration process.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will learn how to create a new workflow in Pabbly Connect. Start by clicking the ‘Create Workflow’ button at the top right corner of your dashboard. A dialog box will appear, prompting you to name your workflow.

• Name your workflow something descriptive, like ‘Integrate URL with Little Town’.
• Select a folder for your workflow, or create a new one if needed.
• Click on the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will see options for setting up triggers and actions. This is essential for connecting URL, Little Town, Forum, Box, Facebook, and Make through Pabbly Connect.

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3. Setting Up Triggers and Actions

Now it’s time to set up the triggers and actions in your Pabbly Connect workflow. Start by selecting your trigger application, which in this case will be URL. Choose the specific event that will act as a trigger for your workflow.

For the action, you will need to select the application that corresponds to the task you want to automate. Here’s how to do it:

• Select the trigger event from the dropdown menu.
• Map the necessary data fields that you will use in the action step.
• Ensure that the trigger is set to activate when the specified event occurs.

After configuring your triggers and actions, save your workflow. This step is crucial for ensuring that Pabbly Connect can automate the integration seamlessly.

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4. Testing the Integration with Pabbly Connect

After setting up your workflow, it’s essential to test the integration to ensure everything is working correctly. In this section, you will simulate a real submission to see if Pabbly Connect successfully processes the data.

To test the integration, follow these steps:

Submit a test form using the URL application. Check the response in Pabbly Connect to verify the data was received. Ensure that the data is correctly mapped to the corresponding fields in the action application.

If the test submission is successful, you will see the data reflected in the applications being integrated. This confirms that Pabbly Connect is functioning as intended.

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5. Finalizing the Automation Process

Once you have confirmed that the integration works correctly, it’s time to finalize the automation process. This involves making sure all settings are correct and that Pabbly Connect is ready to automate the task whenever the trigger event occurs.

To finalize:

Review all trigger and action settings for accuracy. Publish the workflow by toggling the publish button. Monitor the workflow for any errors or issues in the initial runs.

With this, your integration using Pabbly Connect is complete, and you can now enjoy automated tasks between URL, Little Town, Forum, Box, Facebook, and Make.

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Conclusion

In this tutorial, we explored how to integrate URL, Little Town, Forum, Box, Facebook, and Make using Pabbly Connect. By following the steps outlined, you can automate your workflows efficiently, saving time and reducing manual effort.

Learn how to automate lead assignment using Pabbly Connect with the round robin technique. Follow this detailed tutorial for step-by-step instructions. 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 lead assignment, access Pabbly Connect by visiting their official website. If you’re a new user, you can sign up for free, which includes 100 tasks each month.

Once signed in, you will be directed to the Pabbly Connect dashboard. From here, you can create workflows that automate tasks between different applications, such as Facebook Lead Ads and your team management tools.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate lead assignment using the round robin technique. Begin by clicking on the ‘Create Workflow’ button in the top right corner of your dashboard. using Pabbly Connect

• Enter a name for your workflow, such as ‘Automate Lead Assignment with Pabbly Connect Round Robin Technique.’
• Select a folder to save your workflow.
• Click on ‘Create’ to finalize your workflow setup.

Your workflow is now created and is ready for setting up triggers and actions that will automate the lead assignment process.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. Click on the trigger application and select ‘Facebook Lead Ads’ as your trigger application.

For the trigger event, choose ‘New Lead Instant.’ This allows Pabbly Connect to capture new leads generated through your Facebook ads automatically. After that, connect your Facebook account to Pabbly Connect by clicking on ‘Connect’ and following the authentication process.

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4. Configuring Round Robin Assignment in Pabbly Connect

Now that your trigger is set, it’s time to configure the round robin technique for lead assignment. For this, you will use the ‘Number Formatter by Pabbly’ as your action application. using Pabbly Connect

• Select ‘Counter’ as the action event.
• Set the initial value to 1, operation to increment, and change by value to 1.
• Set the final value to 3 to represent the number of team members.

This configuration allows leads to be assigned sequentially to each team member, ensuring an even distribution of workload.

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5. Sending WhatsApp Notifications with Pabbly Connect

The final step is to send notifications to your team members via WhatsApp. Use the ‘WhatsApp Cloud API’ as your action application to send template messages to your team members. using Pabbly Connect

Make sure to connect to the WhatsApp Cloud API by providing the necessary token and account information. Then, select the template you created for lead notifications and fill in the required fields, such as the recipient’s mobile number and lead details.

After setting everything up, test the workflow to ensure that WhatsApp messages are sent successfully to your team members whenever a new lead is assigned.

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Conclusion

In this tutorial, we explored how to automate lead assignment using Pabbly Connect with the round robin technique. By following these steps, you can ensure efficient lead distribution among your team members, enhancing response times and productivity.

Learn how to integrate Now and Automation using Pabbly Connect with this detailed tutorial. Follow the exact steps to streamline your workflows. 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. Setting Up Pabbly Connect for Integration

To start integrating Now and Automation, first, access Pabbly Connect. This platform allows you to connect various applications seamlessly. Begin by logging into your Pabbly Connect account.

Once logged in, you will see a dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and give it a descriptive name that reflects the integration you are setting up. This will help you manage your workflows efficiently.

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2. Choosing Triggers and Actions in Pabbly Connect

In this step, you will define the trigger and action using Pabbly Connect. The trigger will initiate the workflow, while the action will execute the desired task. For this integration, select ‘Now’ as your trigger application.

• Choose ‘Task Created’ as the trigger event.
• Set up the webhook URL that will receive data from Now.
• Copy the webhook URL provided by Pabbly Connect.

After setting up the trigger, you can now specify the action. Choose the application where you want to send the task details, such as Google Chat or Slack. This allows you to automate notifications to your team efficiently.

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3. Configuring Webhooks in Now

Next, navigate to your Now account to configure the webhook. Access the settings and find the webhook section. Here, you will paste the webhook URL you copied from Pabbly Connect.

To create the webhook, click on ‘Add Webhook’. Provide a name for the webhook, such as ‘New Task Created’. Select the event that will trigger the webhook, which in this case is ‘Task Created’. This ensures that every time a new task is created, the webhook will send the data to Pabbly Connect.

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4. Testing the Integration Through Pabbly Connect

Once you have set up the webhook in Now, it’s time to test the integration using Pabbly Connect. Create a new task in your Now account to trigger the webhook. Ensure that you fill in all necessary fields, such as task title and description.

After creating the task, return to Pabbly Connect and check for the response. You should see the details of the task captured in the workflow. This confirms that the integration is working correctly and that the data is being sent from Now to Pabbly Connect.

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5. Automating Notifications to Teams

Now that your integration is set up, you can automate notifications to your team using Pabbly Connect. Depending on your preferences, select either Google Chat, Slack, or Microsoft Teams as your action application.

• Choose the appropriate action event, such as ‘Send Message’.
• Map the fields from the Now task to the message body.
• Test the action to ensure messages are sent correctly.

With these steps completed, your team will receive instant notifications whenever a new task is created in Now. This enhances collaboration and keeps everyone informed about important updates.

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Conclusion

In this tutorial, we explored how to integrate Now and Automation using Pabbly Connect. By following the steps outlined, you can streamline your workflows and enhance team communication effectively.

Learn how to automate Facebook lead forwarding to Gmail using Pabbly Connect in this step-by-step tutorial. Simplify your lead management process today! 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 begin automating Facebook lead forwarding to Gmail, you first need to access Pabbly Connect. Open your browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect dashboard.

Once on the site, sign in to your account. If you are a new user, you can sign up for free, receiving 100 tasks each month. After signing in, navigate to Pabbly Connect to create a new workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on ‘Create Workflow’. You will then be prompted to name your workflow, such as ‘Automate Facebook Lead Forwarding to a Specific Email Address’. Organize it by selecting a folder, like ‘Facebook Lead Automations’.

• Click on ‘Create’ to finalize the workflow setup.
• Two boxes will appear for Trigger and Action applications.
• Choose Facebook Lead Ads as the Trigger and Gmail as the Action application.

Now, you have successfully set up your workflow in Pabbly Connect. This will allow you to automate the process of sending new leads from Facebook to Gmail.

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3. Setting Up Facebook Lead Ads as Trigger

In this step, you will configure Facebook Lead Ads as the trigger in Pabbly Connect. Select ‘New Lead Instant’ as the trigger event. Click on ‘Connect’ to establish a connection with your Facebook account.

If you don’t have an existing connection, click ‘Add New Connection’. Once connected, choose your Facebook page, for example, ‘Voyage Ventures’, and select the lead form you want to use.

• Ensure to select the correct lead form from your Facebook account.
• Click ‘Save and Send Test Request’ to verify the connection.

This configuration allows Pabbly Connect to capture new leads generated from your Facebook ads, setting the stage for the next steps in your automation process.

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4. Configuring Gmail as Action Application

Next, you will set Gmail as the action application in Pabbly Connect. Select ‘Send Email V1’ as the action event and click ‘Connect’. If you need to create a new connection, authorize Pabbly Connect to access your Gmail account.

Once connected, fill in the recipient email addresses where you want to send the leads. You can enter multiple addresses separated by commas. Draft the email content, including details like name, phone number, and destination.

Enter the subject line, such as ‘New Facebook Lead’. Map the fields from your Facebook lead response to the email content.

With these details mapped, click ‘Save and Send Test Request’ to send a test email. This confirms that your automation is functioning correctly through Pabbly Connect.

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5. Testing the Integration

Finally, to ensure everything is working, perform a test by submitting a new lead through your Facebook lead form. Go to the lead ads testing tool, submit a dummy lead, and check if the email is received in Gmail.

After submitting, check your Gmail to confirm that the email with the lead details has been successfully sent. This verifies that Pabbly Connect is effectively automating the process from Facebook to Gmail.

If everything works as intended, you can now rely on Pabbly Connect for seamless lead management. This integration ensures no leads are missed, streamlining your workflow efficiently.

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Conclusion

In this tutorial, we explored how to automate Facebook lead forwarding to Gmail using Pabbly Connect. This integration simplifies your lead management process, ensuring timely follow-ups and efficient communication.

Learn how to integrate Razor Pay with WhatsApp Cloud API using Pabbly Connect for seamless payment recovery. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Razor Pay with WhatsApp Cloud API, first, you need to access Pabbly Connect. Visit the Pabbly Connect homepage and sign up for a free account if you are a new user or log in if you already have an account.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can create workflows that will automate the process of sending WhatsApp messages when a payment fails on Razor Pay.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for instance, name it ‘Send WhatsApp Message to Recover Razor Pay Card Abandon Payment’.

• Select your folder as ‘Automations’ or create a new folder.
• Click on the ‘Create’ button to finalize your workflow setup.

Now, you will see the workflow created with two essential components: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens in response.

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3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. Select Razor Pay as your trigger application. The trigger event you want to select is ‘Payment Failed’. This means whenever a payment fails, it will trigger the workflow.

Once selected, Pabbly Connect will generate a webhook URL. Copy this URL to connect Razor Pay with your workflow. Go to your Razor Pay account, navigate to the ‘Webhooks’ section under ‘Account Settings’, and add a new webhook using the URL you just copied.

• Paste the webhook URL in the designated field in Razor Pay.
• Select the active events you want to monitor, specifically ‘Payment Failed’.

After setting this up, you can proceed to test the webhook connection to ensure it’s working correctly.

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4. Configuring the Action in Pabbly Connect

Now that you have your trigger set up, it’s time to configure the action in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose the action event ‘Send Template Message’. This will allow you to send a WhatsApp message whenever a payment fails.

To connect WhatsApp Cloud API with Pabbly Connect, you will need to enter your WhatsApp Business Account ID, Phone Number ID, and Access Token. These details can be obtained from your WhatsApp Cloud API account.

Enter the required details to establish the connection. Map the customer’s phone number and name dynamically from the trigger response.

After entering all the required data, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. You should see a confirmation message indicating that the message was accepted.

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5. Testing the Integration in Pabbly Connect

Once everything is set up, it’s essential to test the integration in Pabbly Connect. Go back to your Razor Pay payment page and simulate a failed payment by entering dummy data and canceling the transaction without entering an OTP.

After doing this, check your WhatsApp account to see if you received the message. The message should remind the customer about their abandoned cart items, helping to recover lost sales.

Enter a new dummy email and phone number to test the workflow. Make sure to cancel the payment to trigger the WhatsApp message.

Check your WhatsApp account after a few moments. If everything is configured correctly, you should receive the automated message confirming the workflow is functioning as intended.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to integrate Razor Pay with WhatsApp Cloud API effectively. By following these steps, you can automate the process of sending reminders for abandoned payments, enhancing customer engagement and boosting sales.