Author: Rajpal Tomar

Learn how to automate sending Diwali wishes via SMS using Google Sheets and Make with this detailed tutorial. Perfect for businesses looking to connect with customers! with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Sending Diwali Wishes via SMS Integration

Diwali is a special time for sending wishes to customers via SMS. In this tutorial, we will automate the process of sending Diwali wishes using Google Sheets and Make. The goal is to send personalized messages without manual effort. using Pabbly Connect

We will utilize the integration of Google Sheets, Twilio, and Make to achieve this. This setup will allow you to send SMS messages automatically to your customers, ensuring they receive your Diwali greetings and special offers seamlessly.

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2. Setting Up Google Sheets for Customer Details

To begin, we need to set up Google Sheets where all customer details are stored. This includes their names, phone numbers, and email addresses. Make sure your Google Sheets is organized with each customer’s information in separate rows. using Pabbly Connect

• Create a new Google Sheet.
• Label the columns as Name, Phone Number, and Email.
• Enter customer details in the rows below.

After setting up your Google Sheets, you’ll need to ensure that the Twilio SMS integration is ready to send messages based on the data from this sheet. This will be crucial for automating the SMS sending process.

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3. Connecting Google Sheets to Make for Automation

To connect Google Sheets to Make, we will use a webhook URL. This URL allows Make to receive data from Google Sheets whenever a new customer row is added. Start by signing into your Make account. using Pabbly Connect

Once logged in, create a new scenario and select Google Sheets as the trigger application. Choose the event ‘New or Updated Spreadsheet Row’ as the trigger event. This setup ensures that whenever a new row is added, Make will take action.

• Copy the webhook URL generated by Make.
• In Google Sheets, go to Extensions > Add-ons > Get Add-ons.
• Search for and install the Pabbly Connect Webhooks add-on.

After installing, paste the webhook URL into the add-on settings and specify the trigger column, which should be the last column containing customer data. This connection will allow automatic data transfer from Google Sheets to Make whenever a new customer is added.

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4. Sending SMS Using Twilio and Make

With the connection established, the next step is to set up Twilio to send the SMS messages. In Make, after your Google Sheets trigger, add Twilio as the action application. Choose the action event ‘Send SMS Message’. using Pabbly Connect

To connect Twilio, you will need your Account SID and Auth Token from your Twilio account. Enter these details in Make to authenticate your Twilio account.

Enter the SMS content, including a personalized message for each customer. Map the customer’s name and phone number from Google Sheets into the SMS body. Set the sender number as your Twilio phone number.

Once you have configured the SMS settings, test the action to ensure that messages are sent correctly. This will confirm that your integration between Google Sheets, Twilio, and Make is functioning as intended.

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5. Automating the Process for Future Customers

Now that the integration is set up, automating the process is straightforward. Whenever a new customer is added to your Google Sheets, the SMS will be sent automatically without any additional action required from you. using Pabbly Connect

To finalize, go back to Google Sheets and ensure you have the Pabbly Connect Webhooks add-on configured to send all data to Make whenever a new row is added. This setup will ensure that each new customer receives their personalized Diwali wishes and discount offers via SMS.

Click on Extensions > Pabbly Connect Webhooks > Send All Data. Confirm the automation is active and working. Add a new customer to test the entire workflow.

This entire process will allow you to efficiently manage customer communications during the Diwali season, ensuring that no one misses out on your special offers!

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Conclusion

Integrating Diwali wishes with SMS using Google Sheets and Make is a powerful way to enhance customer engagement. By automating this process, you ensure timely and personalized communication without manual intervention. This method is perfect for businesses looking to connect with customers during festive seasons.

Learn how to automate PDF generation and email sending from Google Forms using Pabbly Connect. Step-by-step guide for seamless integration. 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 Automation

To start automating PDF generation using Pabbly Connect, first access the platform by visiting its homepage. If you’re a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can simply log in using their credentials.

Once logged in, you’ll be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a descriptive name such as ‘Generate PDF on Google Form Submission and Send Email Automatically’. This sets the stage for integrating your applications seamlessly through Pabbly Connect.

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Setting Up Google Forms Trigger in Pabbly Connect

The next step in using Pabbly Connect involves setting up a trigger with Google Forms. This is essential as it allows the automation to respond whenever a form submission occurs. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This ensures that your workflow is activated with each new submission.

After selecting the trigger, Pabbly Connect provides a webhook URL which you must copy. This URL will be used to link your Google Forms to Pabbly Connect. In your Google Forms, navigate to the ‘Responses’ tab, click on ‘Link to Sheets,’ and create a new spreadsheet to store the responses. This integration ensures that all form data is organized and accessible.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL.
• Link your Google Forms to Google Sheets for response storage.

With these steps completed, you have successfully established a trigger that captures new submissions and prepares the data for further processing in Pabbly Connect.

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Integrating Google Docs for PDF Generation

Now that you have your trigger set up, the next step is integrating Google Docs to generate a PDF ticket for each registrant. In your Pabbly Connect workflow, add a new action step and select Google Docs as the application. Choose the action event ‘Create Document from Template’ to utilize a pre-designed ticket template.

Connect your Google Docs account to Pabbly Connect by signing in and granting necessary permissions. Select your event ticket template from the dropdown menu. Map the data fields such as registrant’s name, email, phone number, and registration date from the Google Forms response to the corresponding fields in your template. This dynamic mapping allows each ticket to be personalized automatically.

• Add Google Docs as the action application.
• Select ‘Create Document from Template’ as the action event.
• Map the necessary fields from the Google Forms response.

After completing these steps, Pabbly Connect will automatically generate a personalized PDF document for each new registration, setting the stage for the next automation step.

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Converting Documents to PDF and Sharing Links

Once the document is created, the next step in your Pabbly Connect workflow is to convert this document into a PDF and share it. Add another action step and select Google Drive as the application. Choose the action event ‘Share a File with Anyone’ to make the PDF accessible to the registrant.

Connect your Google Drive account to Pabbly Connect and map the file ID from the previous Google Docs action. This mapping is crucial as it allows Pabbly Connect to access the correct document for conversion. After setting this up, when a new ticket is generated, a shareable PDF link will be created.

Select Google Drive as the action application. Choose ‘Share a File with Anyone’ as the action event. Map the file ID to ensure accurate file sharing.

With this setup, you can ensure that each registrant receives a unique PDF file link, enhancing their event experience through the automation capabilities of Pabbly Connect.

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Sending Emails with Gmail Integration

The final step in this automation process involves sending the generated PDF ticket to the registrant via email. In your Pabbly Connect workflow, add a new action step and select Gmail as your application. Choose the action event ‘Send Email V1’ to facilitate the email sending process.

Connect your Gmail account to Pabbly Connect and map the recipient’s email address, which you captured in the Google Forms response. Customize the email subject and body to include relevant information about the event and the attached PDF ticket. This ensures that each registrant receives their ticket promptly and efficiently.

Select Gmail as the action application. Choose ‘Send Email V1’ as the action event. Map the recipient’s email and customize your message.

After finalizing this step, Pabbly Connect will automatically send an email with the PDF ticket attached to each registrant, completing the automation process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the generation of PDF tickets from Google Forms submissions and send them via email. This seamless integration enhances efficiency and improves the user experience for event organizers.

Learn how to automate YouTube video uploads from OneDrive using Pabbly Connect. Follow our step-by-step tutorial to streamline your video management process. 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 Automation

To start automating your YouTube video uploads, first access Pabbly Connect by visiting its homepage. If you’re a new user, click on ‘Sign Up for Free’ to create an account and explore the features with 100 free tasks each month.

If you already have an account, simply log in. After logging in, you will see the dashboard where you can create workflows. Click on ‘Create Workflow’ to begin setting up your automation process.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow named ‘Upload YouTube Videos from OneDrive’ using Pabbly Connect. Select the appropriate folder for your automation to keep things organized.

Once you name your workflow, you will see two main options: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result.

• Choose OneDrive as your Trigger application.
• Select the event ‘New File’ to trigger when a video is uploaded.

After setting the trigger, you will connect OneDrive to Pabbly Connect to ensure it can access the necessary data. Click on ‘Connect’ and authorize access to your OneDrive account.

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3. Fetching Video Details from Google Sheets

Once the OneDrive connection is established, the next step is to fetch video details from Google Sheets using Pabbly Connect. This is crucial for retrieving SEO details like descriptions and tags for the uploaded videos.

Select Google Sheets as your Action application and choose the ‘Lookup Spreadsheet V2’ event. Connect your Google Sheets account to Pabbly Connect, allowing it to access the necessary spreadsheet.

• Specify the spreadsheet name where SEO details are stored.
• Input the title of the video as the lookup value to fetch corresponding SEO data.

With these details mapped, Pabbly Connect will now retrieve the relevant SEO information every time a new video is uploaded to OneDrive.

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4. Uploading the Video to YouTube

After fetching the necessary details, the next step is to upload the video to YouTube using Pabbly Connect. Select YouTube as your Action application and choose the ‘Upload Video’ event.

Connect your YouTube account to Pabbly Connect and map the title, description, and tags retrieved from Google Sheets. Additionally, provide the video URL from OneDrive to complete the upload process.

Set the video visibility status (Pabbly, Unlisted, or Private). Configure whether to notify subscribers about the new video.

After mapping all required fields, click on ‘Save and Send Test Request’ to initiate the upload. This action will upload the video to your YouTube channel seamlessly through Pabbly Connect.

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5. Finalizing the Automation Process

To ensure the video uploads successfully, you can add a delay step in Pabbly Connect to allow time for processing. This is especially useful for larger video files.

After the delay, use the ‘Get Video Upload Status’ action in YouTube to check if the upload was successful. Map the request ID received from the previous upload step to get the current status of the video.

With these steps completed, your entire automation process is now set up. Whenever a new video is uploaded to OneDrive, Pabbly Connect will automatically fetch the details from Google Sheets and upload the video to YouTube with the correct SEO information.

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Conclusion

In this tutorial, we demonstrated how to automate YouTube video uploads from OneDrive using Pabbly Connect. By following these steps, you can streamline your video management process and save time on repetitive tasks.

Learn how to automate SMS subscription reminders using Google Sheets and Trigger. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up SMS Integration with Trigger

To set up SMS integration with Trigger, we will first utilize Google Sheets. SMS integration is essential for sending automated reminders about subscription renewals. Start by ensuring your Google Sheets contain all customer details, including subscription dates and phone numbers.

Next, we will use Pabbly Connect to automate this process. This powerful tool allows us to connect Google Sheets with SMS services like Twilio for sending messages. Make sure your Google Sheets are organized with all necessary information, such as:

• Customer Name
• Subscription End Date
• Phone Number

With your Google Sheets ready, we can proceed to connect it with Trigger using Pabbly Connect.

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2. Creating a Workflow with Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. First, log into your Pabbly Connect account and navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automated SMS system.

When prompted, name your workflow something descriptive, such as ‘Automated SMS for Subscription Reminders’. Select the appropriate folder in your Pabbly Connect account to keep your workflows organized. After naming, click on the ‘Create’ button to proceed.

• Select ‘Schedule by P’ as your trigger application.
• Set the trigger event to ‘Schedule Workflow’.
• Choose to run the workflow daily at a specific time, like 10 AM.

This setup ensures that your workflow will check for subscription end dates every day, allowing timely SMS notifications to your customers.

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3. Fetching Current Date for SMS Reminders

To send reminders based on the subscription end dates, fetching the current date is crucial. In Pabbly Connect, add a new action step after your trigger. Use the ‘Date and Time Formatter’ to get the current date.

Set the action event to ‘Current Date’ and configure the format as needed. This step will allow your workflow to compare the current date with the subscription end dates stored in your Google Sheets.

Select the desired date format. Save and send a test request to verify the current date is fetched correctly.

Once the current date is successfully retrieved, you can proceed to search for matching subscription end dates in your Google Sheets.

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4. Matching Dates in Google Sheets

Matching the current date with subscription end dates in Google Sheets is a pivotal step. Add another action step in your Pabbly Connect workflow and search for ‘Google Sheets’ as the application.

Choose the action event ‘Lookup Spreadsheet Row V2’. This action will enable your workflow to find all customers whose subscriptions are ending on the current date. Connect your Google Sheets account to Pabbly Connect by signing in and granting access.

Select the spreadsheet containing customer subscription details. Specify the column containing the end dates for lookup. Use the current date fetched earlier as the lookup value.

This process will gather all relevant customer data needed to send SMS reminders effectively.

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5. Sending SMS Reminders with Twilio

To send SMS reminders, integrate Twilio with your Pabbly Connect workflow. Add a final action step and select Twilio as the application. Choose the action event ‘Send SMS Message’ to configure the SMS content.

Connect your Twilio account by entering your Account SID and Authorization Token. These credentials can be found in your Twilio dashboard. After connecting, customize the SMS message to include the customer’s name and subscription details.

Map the customer’s name and phone number from the previous steps. Craft a friendly reminder message about the subscription renewal. Test the SMS sending functionality to ensure it works correctly.

Upon successful testing, your automated SMS reminder system will be fully operational, notifying customers about their subscription renewals on time.

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Conclusion

In this tutorial, we explored how to automate SMS reminders using Google Sheets and Trigger. By following the step-by-step process, you can efficiently remind your customers about their subscription renewals, enhancing customer satisfaction and retention.

Learn how to automate sending Diwali wishes via SMS using Google Sheets and Make with this detailed tutorial. Perfect for businesses looking to connect with customers! with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Sending Diwali Wishes via SMS Integration

Diwali is a special time for sending wishes to customers via SMS. In this tutorial, we will automate the process of sending Diwali wishes using Google Sheets and Make. The goal is to send personalized messages without manual effort. using Pabbly Connect

We will utilize the integration of Google Sheets, Twilio, and Make to achieve this. This setup will allow you to send SMS messages automatically to your customers, ensuring they receive your Diwali greetings and special offers seamlessly.

---

2. Setting Up Google Sheets for Customer Details

To begin, we need to set up Google Sheets where all customer details are stored. This includes their names, phone numbers, and email addresses. Make sure your Google Sheets is organized with each customer’s information in separate rows. using Pabbly Connect

• Create a new Google Sheet.
• Label the columns as Name, Phone Number, and Email.
• Enter customer details in the rows below.

After setting up your Google Sheets, you’ll need to ensure that the Twilio SMS integration is ready to send messages based on the data from this sheet. This will be crucial for automating the SMS sending process.

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3. Connecting Google Sheets to Make for Automation

To connect Google Sheets to Make, we will use a webhook URL. This URL allows Make to receive data from Google Sheets whenever a new customer row is added. Start by signing into your Make account. using Pabbly Connect

Once logged in, create a new scenario and select Google Sheets as the trigger application. Choose the event ‘New or Updated Spreadsheet Row’ as the trigger event. This setup ensures that whenever a new row is added, Make will take action.

• Copy the webhook URL generated by Make.
• In Google Sheets, go to Extensions > Add-ons > Get Add-ons.
• Search for and install the Pabbly Connect Webhooks add-on.

After installing, paste the webhook URL into the add-on settings and specify the trigger column, which should be the last column containing customer data. This connection will allow automatic data transfer from Google Sheets to Make whenever a new customer is added.

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4. Sending SMS Using Twilio and Make

With the connection established, the next step is to set up Twilio to send the SMS messages. In Make, after your Google Sheets trigger, add Twilio as the action application. Choose the action event ‘Send SMS Message’. using Pabbly Connect

To connect Twilio, you will need your Account SID and Auth Token from your Twilio account. Enter these details in Make to authenticate your Twilio account.

Enter the SMS content, including a personalized message for each customer. Map the customer’s name and phone number from Google Sheets into the SMS body. Set the sender number as your Twilio phone number.

Once you have configured the SMS settings, test the action to ensure that messages are sent correctly. This will confirm that your integration between Google Sheets, Twilio, and Make is functioning as intended.

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5. Automating the Process for Future Customers

Now that the integration is set up, automating the process is straightforward. Whenever a new customer is added to your Google Sheets, the SMS will be sent automatically without any additional action required from you. using Pabbly Connect

To finalize, go back to Google Sheets and ensure you have the Pabbly Connect Webhooks add-on configured to send all data to Make whenever a new row is added. This setup will ensure that each new customer receives their personalized Diwali wishes and discount offers via SMS.

Click on Extensions > Pabbly Connect Webhooks > Send All Data. Confirm the automation is active and working. Add a new customer to test the entire workflow.

This entire process will allow you to efficiently manage customer communications during the Diwali season, ensuring that no one misses out on your special offers!

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Conclusion

Integrating Diwali wishes with SMS using Google Sheets and Make is a powerful way to enhance customer engagement. By automating this process, you ensure timely and personalized communication without manual intervention. This method is perfect for businesses looking to connect with customers during festive seasons.

Learn how to automate PDF data extraction using Pabbly Connect with Doc Passa and Airtable. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for PDF Data Extraction

To begin the process of automating PDF data extraction, you need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect platform. This will allow you to create workflows that connect various applications seamlessly.

Once you have logged into your Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately. For this tutorial, we will name it ‘Doc Passa to Airtable’. This name reflects the integration we are about to create.

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2. Trigger Setup with Doc Passa in Pabbly Connect

The first step in our automation is to set up the trigger with Doc Passa. In the trigger window, search for and select Doc Passa as the app. Then, choose the trigger event ‘Pass Documents’. This event will activate the workflow whenever a document is processed in Doc Passa.

• Select ‘Pass Documents’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Doc Passa account and paste the webhook URL in the integration section.

After pasting the URL, save and test the connection. This will ensure that the data from Doc Passa is sent to Pabbly Connect whenever a document is passed. Once the test data is sent successfully, you will see the details in your Pabbly Connect trigger window.

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3. Setting Up Airtable Action in Pabbly Connect

Now that we have our trigger set up, the next step is to configure the action in Airtable. In the action window, search for Airtable and select it as the app. Choose the action event ‘Create Record’ to add new entries to your Airtable database.

To connect Airtable with Pabbly Connect, click on the ‘Connect’ button and authorize access to your Airtable account. Once connected, select the base where you want to store the extracted PDF data. For this example, we will use the base named ‘Doc Passa’.

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4. Mapping Data from Doc Passa to Airtable

After selecting the appropriate base and table in Airtable, it’s time to map the data extracted from the PDF. You will see fields corresponding to the columns in your Airtable table. Here, you need to map the responses from Doc Passa to these fields. using Pabbly Connect

• Map the name field to the corresponding name response from Doc Passa.
• Continue mapping fields for email, mobile number, and address.
• Ensure all necessary fields are filled to avoid errors.

This mapping process is crucial as it ensures that all extracted data is accurately recorded in Airtable. Once you have completed mapping, save the action and send a test request to verify that the data is correctly added to your Airtable database.

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5. Testing the Automation Workflow

With everything set up, it’s time to test the automation workflow. Go back to your Doc Passa account and upload a new PDF document for processing. Once the document is passed, the automation should trigger, sending the extracted data to Pabbly Connect and subsequently to Airtable.

After the document has been processed, check your Airtable database to ensure that the new record has been created with all the correct details. This will confirm that your integration using Pabbly Connect is functioning as expected. If successful, you will see all the relevant data from the PDF accurately reflected in Airtable.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the extraction of data from PDF files using Doc Passa and store it in Airtable. By following these steps, you can streamline your workflow efficiently.

Learn how to integrate Instagram leads with Google Chat using Pabbly Connect for automated notifications. A step-by-step guide for fitness businesses. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Trigger Integration with Instagram Lead Ads

The first step in integrating Pabbly Connect is to set up the trigger with Instagram Lead Ads. This is crucial for receiving notifications about new leads. To start, you need to create a new workflow in Pabbly Connect.

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow as ‘Notify Team on Google Chat for New Instagram Leads’. Select the appropriate folder for organization. In the trigger section, search for ‘Instagram Lead Ads’ and select it as your trigger application.

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2. Defining the Trigger Event for Instagram Leads

With the trigger application set, you need to define the trigger event. For Instagram Lead Ads, select ‘New Lead Instant’ as the trigger event. This action ensures that every time a new lead is generated, it will trigger the workflow. using Pabbly Connect

• Select ‘New Lead Instant’ for the trigger event.
• Connect your Instagram account to Pabbly Connect.
• Choose the page linked to your Instagram ads.

Ensure that your lead generation form is live and the ad campaign is running. After setting this up, click on ‘Save and Send Test Request’ to test the connection. This will allow you to receive lead details directly into Pabbly Connect.

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3. Generating a Sample Lead for Testing

Now that your trigger is set up, you need to generate a sample lead to test the integration. Use the Meta for Developers tool to create a test lead. Navigate to the ‘Lead Ads RTU Debug Tool’ and select your page and form. using Pabbly Connect

Fill out the lead generation form with sample data, such as a name, email, and phone number. Once submitted, this will simulate a new lead coming from Instagram Lead Ads. This step is essential for verifying that your trigger works correctly.

• Open the ‘Lead Ads RTU Debug Tool’.
• Select your page and lead generation form.
• Fill out the form with sample details and submit.

Return to Pabbly Connect to confirm that you received the lead details. You should see all the information you just submitted, confirming that the trigger is functioning as intended.

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4. Setting Up Google Chat Action for Notifications

Once the trigger is confirmed, the next step is to set up the action in Google Chat. Search for ‘Google Chat’ in the action application section of Pabbly Connect. Select ‘Create Message’ as the action event. using Pabbly Connect

To connect Google Chat with Pabbly Connect, you will need to provide a Chat Webhook URL. Create a new webhook in your Google Chat space, naming it appropriately (e.g., ‘Instagram Leads’). You can also set an Avatar URL for better identification.

Create a new Google Chat webhook. Name the webhook as ‘Instagram Leads’. Copy the webhook URL and paste it into Pabbly Connect.

After pasting the webhook URL, craft the message you want to send to your team. Include dynamic data from the Instagram lead, such as the lead’s name, email, and phone number. This ensures that every new lead submission sends a customized notification to your Google Chat.

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5. Testing and Verifying the Integration

The final step is to test the integration to ensure everything is functioning correctly. After setting up your message, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test notification to your Google Chat. using Pabbly Connect

Check your Google Chat space to see if the notification appears. You should receive a message detailing the new lead, confirming that the integration works seamlessly. If you encounter any issues, review the steps to ensure all connections are properly configured.

With this integration, your team will instantly receive notifications about new leads from Instagram, allowing for timely follow-ups and better lead management.

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Conclusion

In summary, integrating Instagram Lead Ads with Google Chat using Pabbly Connect automates notifications for new leads. This setup enhances team collaboration and improves lead response times, ultimately benefiting your fitness business.

Learn how to automate subscription reminders using Pabbly Connect, Google Sheets, and Gmail. Step-by-step guide for gym owners and businesses. 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. Overview of Pabbly Connect for Automation

Pabbly Connect is an essential tool for automating tasks between various applications. In this tutorial, we will use Pabbly Connect to set up email reminders for gym members based on their subscription renewal dates recorded in Google Sheets. This automation saves time and ensures timely communication with clients.

To get started, log in to your Pabbly Connect account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month. Once logged in, you will see the dashboard where you can create workflows for automation.

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2. Creating a Workflow in Pabbly Connect

To automate email reminders, we first need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and the folder to save it.

• Workflow Name: Send Emails for Monthly Subscription Reminders
• Select Folder: Choose a folder from the dropdown menu.

After filling out the details, click on the ‘Create’ button. You will then see two sections: Trigger and Action. The trigger defines when the automation starts, while the action defines what happens as a result.

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3. Setting Up the Trigger with Pabbly Connect

For our workflow, we will set the trigger to ‘Schedule by Pabbly’. This feature allows us to run the workflow daily to check for upcoming renewal dates. Select ‘Schedule’ as the trigger event and set it to run every day at a specified time. using Pabbly Connect

• Trigger Application: Schedule by Pabbly
• Trigger Event: Schedule Workflow
• Time: Set to 10:30 AM (Asia/Kolkata)

After configuring the trigger, click the ‘Save’ button. This setup ensures that the workflow will check the Google Sheets data daily for any approaching renewal dates.

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4. Setting Up Action Steps in Pabbly Connect

Next, we will set up the action step to retrieve member details from Google Sheets. Select Google Sheets as the action application and choose the action event as ‘Lookup Spreadsheet V2’. This action will help fetch the details of members whose payment status is due. using Pabbly Connect

Action Application: Google Sheets Action Event: Lookup Spreadsheet V2 Lookup Value: Set to ‘Due’

After configuring the action, click the ‘Connect’ button to authorize Pabbly Connect with Google Sheets. Select the spreadsheet containing your member data, and ensure you choose the correct sheet. This action will retrieve all members with a payment status of ‘Due’, allowing us to send them email reminders later.

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5. Sending Email Reminders via Gmail

Finally, we will set up the action to send email reminders using Gmail. Select Gmail as the action application and choose ‘Send Email V1’ as the action event. This step sends out emails to members whose subscriptions are about to expire. using Pabbly Connect

Action Application: Gmail Action Event: Send Email V1 Email Subject: Your Gym Membership Renewal is Coming Up

Map the recipient’s email address from the previous step, and fill in the email content. After configuring the email details, click on the ‘Send Test Request’ button to verify that the email is sent successfully. Check your Gmail account to confirm receipt of the reminder email.

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Conclusion

In this tutorial, we demonstrated how to automate subscription reminders using Pabbly Connect, Google Sheets, and Gmail. By setting up a workflow, we ensured timely communication with gym members regarding their renewal dates. This automation not only saves time but also enhances customer engagement.

Learn how to automate SMS subscription reminders using Google Sheets and Trigger. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up SMS Integration with Trigger

To set up SMS integration with Trigger, we will first utilize Google Sheets. SMS integration is essential for sending automated reminders about subscription renewals. Start by ensuring your Google Sheets contain all customer details, including subscription dates and phone numbers.

Next, we will use Pabbly Connect to automate this process. This powerful tool allows us to connect Google Sheets with SMS services like Twilio for sending messages. Make sure your Google Sheets are organized with all necessary information, such as:

• Customer Name
• Subscription End Date
• Phone Number

With your Google Sheets ready, we can proceed to connect it with Trigger using Pabbly Connect.

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2. Creating a Workflow with Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. First, log into your Pabbly Connect account and navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automated SMS system.

When prompted, name your workflow something descriptive, such as ‘Automated SMS for Subscription Reminders’. Select the appropriate folder in your Pabbly Connect account to keep your workflows organized. After naming, click on the ‘Create’ button to proceed.

• Select ‘Schedule by P’ as your trigger application.
• Set the trigger event to ‘Schedule Workflow’.
• Choose to run the workflow daily at a specific time, like 10 AM.

This setup ensures that your workflow will check for subscription end dates every day, allowing timely SMS notifications to your customers.

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3. Fetching Current Date for SMS Reminders

To send reminders based on the subscription end dates, fetching the current date is crucial. In Pabbly Connect, add a new action step after your trigger. Use the ‘Date and Time Formatter’ to get the current date.

Set the action event to ‘Current Date’ and configure the format as needed. This step will allow your workflow to compare the current date with the subscription end dates stored in your Google Sheets.

Select the desired date format. Save and send a test request to verify the current date is fetched correctly.

Once the current date is successfully retrieved, you can proceed to search for matching subscription end dates in your Google Sheets.

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4. Matching Dates in Google Sheets

Matching the current date with subscription end dates in Google Sheets is a pivotal step. Add another action step in your Pabbly Connect workflow and search for ‘Google Sheets’ as the application.

Choose the action event ‘Lookup Spreadsheet Row V2’. This action will enable your workflow to find all customers whose subscriptions are ending on the current date. Connect your Google Sheets account to Pabbly Connect by signing in and granting access.

Select the spreadsheet containing customer subscription details. Specify the column containing the end dates for lookup. Use the current date fetched earlier as the lookup value.

This process will gather all relevant customer data needed to send SMS reminders effectively.

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5. Sending SMS Reminders with Twilio

To send SMS reminders, integrate Twilio with your Pabbly Connect workflow. Add a final action step and select Twilio as the application. Choose the action event ‘Send SMS Message’ to configure the SMS content.

Connect your Twilio account by entering your Account SID and Authorization Token. These credentials can be found in your Twilio dashboard. After connecting, customize the SMS message to include the customer’s name and subscription details.

Map the customer’s name and phone number from the previous steps. Craft a friendly reminder message about the subscription renewal. Test the SMS sending functionality to ensure it works correctly.

Upon successful testing, your automated SMS reminder system will be fully operational, notifying customers about their subscription renewals on time.

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Conclusion

In this tutorial, we explored how to automate SMS reminders using Google Sheets and Trigger. By following the step-by-step process, you can efficiently remind your customers about their subscription renewals, enhancing customer satisfaction and retention.

Learn how to integrate India Mart leads with Salesforce using Pabbly Connect. Follow this step-by-step guide for seamless automation. 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 begin the integration process, first, access Pabbly Connect by visiting the official website. You can sign in or sign up for a free account if you are a new user. This platform is crucial for connecting your India Mart leads to Salesforce.

After logging in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, provide a name for your workflow, and select a folder to save it. This sets the stage for the automation process that follows.

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2. Setting Up the Trigger for India Mart Leads

In this section, we will set up the trigger application as Pabbly Connect requires a trigger to initiate the workflow. Select India Mart as the trigger application and choose the event ‘New Lead’. This action will capture incoming leads.

• Select ‘India Mart’ as the trigger application.
• Choose the event ‘New Lead’ to start the workflow.
• Copy the provided webhook URL for integration.

Next, log into your India Mart account and navigate to the Lead Manager section. Here, you will need to paste the webhook URL into the appropriate field to establish the connection between India Mart and Pabbly Connect.

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3. Conducting a Test Submission for India Mart

Once the webhook URL is set up in India Mart, you must conduct a test submission to ensure everything is working properly. Create a dummy lead in your India Mart account to generate a test record.

• Create a new lead in your India Mart account.
• Fill in the required details for the test submission.
• Submit the lead and check the workflow in Pabbly Connect for captured details.

This test submission will allow you to verify if Pabbly Connect is correctly capturing the lead information from India Mart. After submission, check the response in your Pabbly dashboard.

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4. Setting Up the Action to Create a Lead in Salesforce

Now that the trigger is set up and tested, it’s time to configure the action in Pabbly Connect. Select Salesforce as the action application and choose the ‘Create Lead’ event.

Next, connect your Salesforce account to Pabbly Connect. If you have not connected before, click on ‘Add New Connection’ and allow the necessary permissions to establish the link. This will enable the workflow to push lead details directly into Salesforce.

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5. Mapping Lead Details from India Mart to Salesforce

The final step involves mapping the lead details captured from India Mart to the corresponding fields in Salesforce. This is crucial for ensuring that the right information is sent to the right place. using Pabbly Connect

Map the last name and first name from the lead details. Include other relevant details like company name, phone number, and email. Ensure all necessary fields in Salesforce are filled correctly.

Once all details are mapped, click on ‘Save and Send Test Request’. This will add the lead to your Salesforce account. Check Salesforce to confirm that the lead details from India Mart have been accurately captured, completing the integration process.

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Conclusion

In this tutorial, we demonstrated how to integrate India Mart leads into Salesforce using Pabbly Connect. By automating this process, you can streamline lead management and improve response times, ultimately enhancing customer satisfaction.