Automatically Export Gumroad Sales to Google Sheets Using Pabbly Connect

Learn how to use Pabbly Connect to automatically export Gumroad sales data to Google Sheets with this detailed step-by-step tutorial. 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


1. Introduction to Pabbly Connect for Gumroad and Google Sheets Integration

In this section, we will introduce how to use Pabbly Connect to integrate Gumroad and Google Sheets. This integration allows you to automatically export sales data from Gumroad to Google Sheets whenever a new sale occurs. The process is simple and does not require any technical expertise.

The first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing up for an account. Once logged in, you can create a new workflow that will manage the integration between Gumroad and Google Sheets.


2. Setting Up the Integration Between Gumroad and Pabbly Connect

To begin, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Gumroad to Google Sheets’. This workflow will serve as the bridge between Gumroad and Google Sheets.

  • Select Gumroad as the trigger application.
  • Choose ‘New Sale’ as the trigger event.
  • Follow the instructions to connect your Gumroad account to Pabbly Connect.

Once you have set up the trigger, you will need to get a webhook URL from Pabbly Connect. This URL will be used in Gumroad to send sales data. Copy the webhook URL and proceed to the next step.


3. Configuring Gumroad Settings for Webhook Integration

Now that you have your webhook URL, log in to your Gumroad account. Navigate to the settings section and find the advanced tab. Here, paste the webhook URL into the designated field and update your account details to save the changes.

After updating your Gumroad settings, you can make a dummy purchase to test the integration. As you complete the purchase, the sales data should automatically be sent to Pabbly Connect via the webhook.

  • Ensure that your Gumroad product settings allow customers to make purchases.
  • Confirm that the webhook URL is correctly entered before testing.

Once the dummy purchase is made, check Pabbly Connect to see if the sales data has been captured successfully. If everything is set up correctly, you should see the details of the sale recorded in Pabbly Connect.


4. Trimming the Cost Data Before Sending to Google Sheets

During the testing phase, you may notice that the sale amount is recorded incorrectly (e.g., $1000 instead of $10). To fix this, you will need to add an action in Pabbly Connect to trim the amount before sending it to Google Sheets.

In the action window, select ‘API by Pabbly’ and set the endpoint URL to trim the amount. You will specify the parameters needed to adjust the price to the correct value.

Set the amount parameter to the value captured from Gumroad. Test the request to ensure the amount is trimmed correctly.

After successfully trimming the cost data, you can proceed to the final step of sending the data to Google Sheets using Pabbly Connect.


5. Sending Data to Google Sheets via Pabbly Connect

Now that the cost data is trimmed, it’s time to send all the relevant sales information to Google Sheets. In the action window of Pabbly Connect, select Google Sheets as the action application and choose the ‘Add New Row’ event.

Connect your Google account to Pabbly Connect and select the Google Sheet where you want the sales data to be recorded. Map the fields from Gumroad to the corresponding columns in Google Sheets, such as email, cost, date, and product name.

Map the email field to the email of the purchaser. Map the cost field to the trimmed cost value. Map the date field to the transaction date. Map the product field to the product name.

After mapping the fields, test the action to ensure that the data is correctly sent to Google Sheets. If successful, you will see the new row added to your Google Sheet, confirming the integration works flawlessly.


Conclusion

In conclusion, using Pabbly Connect allows you to seamlessly export Gumroad sales data to Google Sheets automatically. This integration simplifies data management and ensures that your sales records are always up-to-date. With just a few simple steps, you can set up this powerful automation to enhance your workflow.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Mail Merge Using Gmail & Google Sheets in Real-Time with Pabbly Connect

Learn how to use Pabbly Connect to mail merge with Gmail and Google Sheets in real-time. This detailed tutorial covers step-by-step integration processes. 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


1. Accessing Pabbly Connect for Mail Merge

To start mail merging using Gmail and Google Sheets, the first step is to access Pabbly Connect. Open a new tab and navigate to the Pabbly website, where you can find the option to sign up for free. This allows you to create an account in just a few minutes.

Once signed up, you need to log in to your account. After logging in, locate the Pabbly Connect option and click on ‘Access Now’. Here, you will be able to create a new workflow that will facilitate the integration between Google Sheets and Gmail.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect Google Sheets with Gmail using Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner of the screen. A dialog box will appear asking for a name for your workflow. You can name it ‘Google Sheets to Gmail’ or any name of your choice.

  • Click on ‘Create’ to proceed.
  • You will see two windows: Trigger and Action.
  • Select Google Sheets as the trigger app.

After selecting Google Sheets, you will choose the trigger event as ‘New Spreadsheet Row’. This means that whenever a new row is added to your Google Sheet, it will trigger the action of sending an email via Gmail. This integration is made possible entirely through Pabbly Connect.


3. Setting Up Google Sheets for Integration

Next, it’s essential to prepare your Google Sheets for integration with Pabbly Connect. Open your Google Sheet, and ensure you have the necessary columns, such as customer name, email, product, quantity, amount billed, and amount due. This is crucial for the mail merge process.

To integrate, navigate to the ‘Add-ons’ menu in Google Sheets. Look for Pabbly Connect Webhooks and click on it. If you haven’t installed it yet, you can do so by searching in the Google Workspace Marketplace. Once installed, remember to refresh your Google Sheet.

  • Go to Add-ons > Pabbly Connect Webhooks > Initial Setup.
  • Input the Webhook URL and set the trigger column to the last data entry column.
  • Click on Submit to save your settings.

This setup allows Pabbly Connect to monitor changes in your Google Sheet and send data to Gmail when a new entry is made.


4. Sending Emails via Gmail through Pabbly Connect

Now that your Google Sheets is set up, the next step is to configure Gmail to send emails using Pabbly Connect. In the action window of your workflow, select Gmail as the action app and choose the action event as ‘Send Email’. Click on ‘Connect’ to establish a connection with your Gmail account.

Upon connecting, you will be prompted to authorize Pabbly Connect to access your Gmail account. This is a crucial step to ensure that your emails can be sent securely. Once authorized, you will see fields for recipient name, email address, and email content.

Map the recipient name and email address from your Google Sheet data. Set the email subject and compose the email content. Click ‘Save and Send Test Request’ to send a test email.

Once you send the test email, check the recipient’s inbox to confirm that the email was sent successfully. This demonstrates the seamless integration facilitated by Pabbly Connect.


5. Conclusion on Mail Merging with Pabbly Connect

In conclusion, using Pabbly Connect to mail merge with Gmail and Google Sheets is an efficient way to automate your email communication. By following the steps outlined in this tutorial, you can easily set up a workflow that sends personalized emails based on data in your Google Sheets.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This integration not only saves time but also enhances your productivity by automating repetitive tasks. With Pabbly Connect, you have the flexibility to integrate various applications and streamline your business processes effectively.

Start using Pabbly Connect today to harness the power of automation in your email marketing efforts!

Send Unique Coupon Codes to Your Customers from Google Sheets Using Pabbly Connect

Learn how to send unique coupon codes to customers from Google Sheets using Pabbly Connect for seamless integration with SMS apps. 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


1. Accessing Pabbly Connect for Integration

To send unique coupon codes to customers, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account. This platform allows you to integrate various applications, including Google Sheets and SMS services.

Once signed in, navigate to the Pabbly Connect section. Here, you can create a new workflow that will handle the data transfer from Google Sheets to your chosen SMS sending application. Make sure to name your workflow appropriately for easy identification.


2. Setting Up Google Forms and Sheets with Pabbly Connect

Set up your Google Form to collect customer information, including name, email, phone number, and age. After setting up your form, link it to a Google Sheet where the responses will be recorded. This is crucial for Pabbly Connect to capture the data accurately.

  • Create a Google Form with necessary fields.
  • Link the form to a new Google Sheet.
  • Ensure the sheet is correctly set up to receive form responses.

After creating your Google Sheet, open Pabbly Connect to begin the integration process. This will allow you to automate the sending of coupon codes once the form is submitted.


3. Installing Pabbly Webhooks Add-on

To enable real-time data transfer, install the Pabbly Connect Webhooks add-on in your Google Sheet. This step is essential for capturing form submissions and sending them to your SMS application.

After installation, make sure to refresh your Google Sheet. Then, access the add-on and configure the initial setup. Input the webhook URL provided by Pabbly Connect and specify the trigger column, which should be the last column where data is entered.

  • Go to Add-ons > Pabbly Connect Webhooks > Initial Setup.
  • Paste the webhook URL and set the trigger column.
  • Enable the ‘Send on Event’ option.

By completing these steps, your Google Sheet will be ready to send data to Pabbly Connect whenever a new response is submitted.


4. Sending SMS Using Pabbly Connect

With your Google Sheet set up, it’s time to send SMS messages containing the unique coupon codes. In the Pabbly Connect workflow, select your SMS sending application, like Twilio, for this action.

Configure the SMS settings by entering the required fields such as account SID and authorization token from your SMS provider. In the message body, include the recipient’s name and the coupon code retrieved from the Google Sheet. This integration ensures that each customer receives a unique coupon code via SMS.

Select Twilio as the SMS application in Pabbly Connect. Map the recipient’s phone number and coupon code in the SMS body. Send a test SMS to ensure everything is working correctly.

This setup allows Pabbly Connect to seamlessly send SMS messages to customers, enhancing your marketing efforts.


5. Updating Coupon Status in Google Sheets

After sending the SMS, it’s important to update the coupon status in your Google Sheet to prevent sending the same coupon code to multiple customers. In your Pabbly Connect workflow, add another action step to update the coupon status.

Choose Google Sheets again and set the action to update a specific cell or row. Specify the row index and change the status of the coupon from ‘No’ to ‘Yes’. This ensures that the coupon code is marked as used and won’t be sent again.

Following these steps will create a loop where new form submissions trigger the entire process, allowing your customers to receive unique coupon codes automatically. By using Pabbly Connect, you ensure a smooth and efficient workflow.


Conclusion

In this tutorial, we explored how to send unique coupon codes to customers from Google Sheets using Pabbly Connect. This integration streamlines the process of collecting customer data, sending SMS messages, and updating coupon statuses efficiently. With Pabbly Connect, automating your marketing efforts has never been easier.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Book College Sessions Online Using Google Sheets & Calendly with Pabbly Connect

Learn how to automate booking college sessions online using Google Sheets and Calendly with Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start automating the process of booking college sessions online, the first step is to access Pabbly Connect. This platform allows you to integrate various applications such as Google Sheets and Calendly seamlessly.

To create an account, visit the Pabbly Connect website and sign up. Once logged in, you will be directed to the dashboard where you can initiate your integrations.


2. Setting Up Google Sheets for Session Booking

Next, you need to set up Google Sheets to collect booking information. This is crucial for tracking the sessions effectively. Start by creating a new Google Sheet and label it appropriately.

  • Create columns for Name, Email, Date, and Time.
  • Ensure that the headers are clear and easy to understand.

Once your Google Sheet is ready, you can connect it with Pabbly Connect to automate the data collection from Calendly. This integration will allow you to capture booking details automatically.


3. Integrating Calendly with Pabbly Connect

After setting up your Google Sheets, the next step is to integrate Calendly using Pabbly Connect. This integration will help in scheduling the sessions based on the availability set in Calendly.

To do this, follow these steps:

  • In Pabbly Connect, choose Calendly as your trigger application.
  • Select the trigger event such as ‘New Event Scheduled’.
  • Connect your Calendly account by following the prompts.

Once connected, you can set up actions to send data to Google Sheets, ensuring that all bookings are recorded efficiently. This automation saves time and reduces errors in manual data entry.


4. Testing the Integration with Pabbly Connect

It is essential to test the integration to ensure everything is functioning as expected. Use Pabbly Connect to run a test by scheduling a mock session in Calendly.

Check your Google Sheets to confirm that the booking details appear correctly. If everything is set up properly, you should see the new entry with all the relevant information such as Name, Email, Date, and Time.

In case of any issues, revisit the integration settings in Pabbly Connect to troubleshoot and make necessary adjustments to ensure smooth operation.


5. Finalizing the Setup for Automated Session Booking

After successful testing, you can finalize your setup for automated session booking. This setup will streamline the process, making it easy for students to book sessions without manual intervention.

To enhance functionality, consider setting up notifications using Pabbly Connect. You can configure alerts for both students and instructors whenever a new session is booked.

By finalizing these steps, you ensure a smooth booking experience, allowing students to focus on learning while the automation handles scheduling efficiently.


Conclusion

In summary, using Pabbly Connect to integrate Google Sheets and Calendly allows for efficient online booking of college sessions. This automation saves time and enhances the user experience significantly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Google Sheets with FreedCamp Using Pabbly Connect

Learn how to integrate Google Sheets with FreedCamp using Pabbly Connect. This step-by-step tutorial covers all necessary steps and UI elements for seamless task creation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To integrate Google Sheets with FreedCamp, you first need to access Pabbly Connect. This platform enables seamless automation between various applications, including Google Sheets and FreedCamp. Simply log into your Pabbly Connect account to get started.

Once logged in, navigate to the ‘Connect’ section. Here, you will set up the integration process. Pabbly Connect will guide you through the necessary steps to connect Google Sheets to FreedCamp, ensuring that your task creation is automated efficiently.


2. Setting Up Google Sheets in Pabbly Connect

In this section, you will configure Google Sheets as your trigger application in Pabbly Connect. Start by selecting Google Sheets from the application options. You will then choose the trigger event, which is typically set to ‘New Spreadsheet Row.’ This event will initiate the workflow whenever a new row is added.

  • Select your Google Sheets account and authorize access.
  • Choose the specific spreadsheet you want to monitor.
  • Map the columns that contain the necessary data for FreedCamp tasks.

After mapping the columns, test the trigger to ensure that Pabbly Connect can successfully fetch data from your Google Sheets. This step is crucial for a smooth integration process.


3. Configuring FreedCamp as the Action Application

Next, you will set up FreedCamp as the action application in Pabbly Connect. Select FreedCamp from the list of applications and then choose the action event, which is typically ‘Create Task.’ This action will create a new task in FreedCamp whenever a new row is added to your Google Sheets.

Authenticate your FreedCamp account by providing the necessary credentials. Once authenticated, you will need to map the fields from Google Sheets to the corresponding task fields in FreedCamp. This ensures that the data flows correctly between the two applications.

  • Map the task title from Google Sheets to FreedCamp.
  • Assign the task to a specific user or team in FreedCamp.
  • Set the due date and priority based on your Google Sheets data.

After completing the mapping, test the action in Pabbly Connect to confirm that tasks are created successfully in FreedCamp. This testing phase is essential for verifying that your integration works as intended.


4. Finalizing Your Pabbly Connect Integration

With both Google Sheets and FreedCamp configured, it’s time to finalize your integration using Pabbly Connect. Ensure that all mappings are correct and that you have tested both the trigger and action successfully. If everything is in order, you can turn on the automation.

To activate the integration, click on the ‘Save’ button in Pabbly Connect. This will enable the automated workflow, allowing new tasks to be created in FreedCamp automatically whenever a new row is added to your Google Sheets.

Additionally, you can monitor the integration’s performance within Pabbly Connect. Check the task history to ensure that tasks are being created as expected, and troubleshoot any issues that may arise.


Conclusion

In this tutorial, we explored how to integrate Google Sheets with FreedCamp using Pabbly Connect. By following the outlined steps, you can automate task creation efficiently. This integration streamlines your workflow and enhances productivity, allowing you to focus on more important tasks.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating MailerLite with Google Sheets Using Pabbly Connect

Learn how to integrate MailerLite with Google Sheets using Pabbly Connect. This step-by-step tutorial covers all necessary actions and UI elements. 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


1. Setting Up Pabbly Connect for MailerLite and Google Sheets Integration

To integrate MailerLite with Google Sheets, you first need to access Pabbly Connect. Pabbly Connect is the key platform that facilitates this integration, allowing you to automate the process of adding new subscribers directly into your Google Sheets.

Start by logging into your Pabbly Connect account. If you don’t have an account, create one. Once logged in, navigate to the ‘Connect’ section to begin creating a new workflow for your MailerLite and Google Sheets integration.


2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect that connects MailerLite with Google Sheets. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘MailerLite to Google Sheets’.

  • Click on the ‘Create’ button.
  • Select MailerLite as the trigger application.
  • Choose the trigger event as ‘New Subscriber’.

After setting the trigger, click on the ‘Save and Continue’ button. This will allow Pabbly Connect to listen for new subscribers added to your MailerLite account.


3. Connecting MailerLite to Pabbly Connect

Now, you need to connect your MailerLite account to Pabbly Connect. Click on the ‘Connect with MailerLite’ button. You will be prompted to enter your MailerLite API key.

To find your API key, log in to your MailerLite account, go to the ‘Integrations’ section, and copy the API key. Paste this key into Pabbly Connect and click on the ‘Yes, Continue’ button to authenticate your MailerLite account.


4. Adding Google Sheets as an Action in Pabbly Connect

After connecting MailerLite, the next step is to set up Google Sheets as an action in your Pabbly Connect workflow. Click on the ‘Add Action Step’ button.

  • Select Google Sheets as the action application.
  • Choose the action event as ‘Add New Row’.
  • Connect your Google account to Pabbly Connect.

Once connected, select the specific Google Sheet you want to add subscribers to. Map the fields from MailerLite to the corresponding columns in your Google Sheet, such as name, email, and any other relevant information.


5. Testing and Finalizing the Integration

After mapping the fields, it’s time to test the integration. Click on the ‘Test & Review’ button in Pabbly Connect. This action will send a test subscriber from MailerLite to your Google Sheets.

Check your Google Sheets to confirm that the new subscriber has been added correctly. If everything looks good, click on the ‘Turn On’ button in Pabbly Connect to activate your workflow. Your integration is now complete, and new subscribers will automatically be added to your Google Sheets.

Conclusion

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

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.


In this tutorial, we have demonstrated how to seamlessly integrate MailerLite with Google Sheets using Pabbly Connect. This automation allows you to efficiently manage your subscriber data without manual entry. With just a few steps, you can ensure that your Google Sheets are always up-to-date with your latest MailerLite subscribers.

Send SMS Alerts on Expiring WiFi Subscription from Google Sheets Using Pabbly Connect

Learn how to send SMS alerts for expiring WiFi subscriptions using Pabbly Connect and Google Sheets. Follow this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for SMS Alerts

To send SMS alerts for expiring WiFi subscriptions, you need to set up Pabbly Connect. Start by creating an account on Pabbly Connect if you haven’t done so already. Once logged in, navigate to the dashboard to begin creating your integration.

In the dashboard, select the option to create a new workflow. This is where you will configure the integration between Google Sheets and your SMS service through Pabbly Connect. Ensure you have both applications ready for integration.


2. Integrating Google Sheets with Pabbly Connect

Next, you will integrate Google Sheets with Pabbly Connect. Choose Google Sheets as your trigger application. This means that whenever a specific condition is met in your sheet, it will trigger the SMS alert.

  • Select the trigger event as ‘New Row’ in Google Sheets.
  • Connect your Google account to allow Pabbly Connect access.
  • Choose the specific Google Sheet that contains the WiFi subscription data.

After setting up the trigger, test the connection to ensure that Pabbly Connect can retrieve data from your Google Sheet. This step is crucial for the next phase of the integration.


3. Configuring SMS Service in Pabbly Connect

Now, it’s time to configure the SMS service in Pabbly Connect. Choose your preferred SMS service provider from the list available in Pabbly Connect. This will allow you to send SMS alerts directly from your integration.

In this section, you will need to set the action event as ‘Send SMS’. Enter the required fields such as the recipient’s phone number and the message content. For instance, you can set a message like ‘Your WiFi subscription is expiring soon. Please renew it.’

  • Input the phone number field to pull data from Google Sheets.
  • Customize the message field to include dynamic data from Google Sheets.

After configuring the SMS settings, conduct a test to confirm that your SMS service is correctly set up through Pabbly Connect. This ensures that alerts will be sent as intended.


4. Finalizing the Integration Workflow

With both Google Sheets and the SMS service configured, it’s time to finalize your workflow in Pabbly Connect. Review the entire setup to ensure all fields are correctly mapped and functioning as expected.

Make sure to activate the workflow. This step is essential as it allows the integration to run automatically. Whenever a new row is added in Google Sheets, the SMS alert will trigger based on your configuration.

To ensure everything works seamlessly, monitor the first few alerts sent out. This will help you identify any issues in the integration process. Adjust settings in Pabbly Connect if necessary to refine the workflow.


5. Conclusion

In conclusion, using Pabbly Connect to send SMS alerts for expiring WiFi subscriptions from Google Sheets is an effective way to automate notifications. By following these steps, you can ensure that customers are promptly reminded to renew their subscriptions, enhancing customer service.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Creating Person and Deal in Pipedrive Using Pabbly Connect

Learn how to automate creating a person and deal in Pipedrive when a new email is received using Pabbly Connect. Step-by-step guide included. 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


1. Setting Up Pabbly Connect for Email Integration

To automate the process of creating a person and deal in Pipedrive, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account, create one to begin the integration process.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. This will allow you to set up a new automation workflow. You will be prompted to name your workflow, which is essential for identifying it later.


2. Configuring the Email Trigger in Pabbly Connect

After creating your workflow in Pabbly Connect, the next step is to configure the trigger. Select ‘Gmail’ as your trigger application. You will need to choose the event as ‘New Email’. This ensures that every time a new email is received, the automation will be triggered.

  • Choose ‘Gmail’ as the trigger application.
  • Select ‘New Email’ as the event.
  • Connect your Gmail account to Pabbly Connect.

After connecting, authorize Pabbly Connect to access your Gmail account. This allows it to read incoming emails and initiate the workflow. You can then test the trigger to ensure it’s working correctly before proceeding.


3. Creating a Person in Pipedrive through Pabbly Connect

With the email trigger set, the next step is to create a person in Pipedrive. In the workflow, add an action step by selecting Pipedrive as your action application. Choose the action event as ‘Create Person’. using Pabbly Connect

In this step, you will map the email data to the fields required in Pipedrive. For example, you can extract the sender’s name and email from the incoming email and map them to the respective fields in Pipedrive. This ensures that every new email creates a corresponding person entry in Pipedrive.


4. Creating a Deal in Pipedrive through Pabbly Connect

After successfully creating the person, the next action is to create a deal in Pipedrive. Again, select Pipedrive as the action application and choose ‘Create Deal’ as the action event. This allows you to establish a deal associated with the newly created person. using Pabbly Connect

  • Select ‘Create Deal’ as the action event.
  • Map relevant fields such as deal title and value.
  • Associate the deal with the person created in the previous step.

Ensure that the deal is linked to the correct person by using the person ID from the previous step. This creates a seamless connection between the person and the deal in Pipedrive, enhancing your CRM capabilities.


5. Testing and Activating Your Pabbly Connect Workflow

After setting up the actions to create a person and a deal, it is crucial to test your workflow. In Pabbly Connect, use the ‘Test’ feature to ensure that everything works as expected. Check if the person and deal are created accurately in Pipedrive based on the incoming email.

Once testing is successful, activate your workflow. This will enable the automation to run in real-time, automatically creating a person and deal in Pipedrive whenever a new email is received. You can monitor the workflow’s performance through the Pabbly Connect dashboard.


Conclusion

Using Pabbly Connect, you can efficiently automate the creation of a person and a deal in Pipedrive whenever a new email is received. This integration streamlines your workflow and enhances your CRM management.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate PayPal Orders with Google Sheets Using Pabbly Connect

Learn how to integrate PayPal orders with Google Sheets using Pabbly Connect in this detailed tutorial. Follow the steps to automate your order management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Integration

To start integrating PayPal orders with Google Sheets, you’ll first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Begin by creating an account on Pabbly Connect and logging in.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to initiate the integration process between PayPal and Google Sheets.


2. Connecting PayPal to Pabbly Connect

After setting up Pabbly Connect, the next step is to connect your PayPal account. Select PayPal as the trigger application in your newly created workflow. You will need to authorize Pabbly Connect to access your PayPal account.

  • Log in to your PayPal account.
  • Navigate to the ‘Account Settings’ section.
  • Enable Instant Payment Notifications (IPN).

Once your PayPal account is connected, you can set specific triggers for when new orders are placed. This is where Pabbly Connect starts to automate the data transfer process.


3. Configuring Google Sheets in Pabbly Connect

The next step involves setting up Google Sheets as the action application in your Pabbly Connect workflow. Choose Google Sheets from the list of applications and connect your Google account.

After connecting, select the specific Google Sheet where you want to store the PayPal order data. You can choose to create a new sheet or use an existing one. Make sure to map the fields correctly to ensure all order details are captured accurately.


4. Mapping Fields Between PayPal and Google Sheets

Mapping fields is a crucial step in the integration process using Pabbly Connect. This ensures that the data from PayPal orders is correctly inserted into the right columns in your Google Sheet. You will need to specify which PayPal order details correspond to which Google Sheets columns.

  • Customer Name
  • Email Address
  • Transaction ID
  • Order Amount

Once the fields are mapped, test the integration to ensure that the data flows correctly from PayPal to Google Sheets. This step confirms that Pabbly Connect is functioning as intended.


5. Finalizing the Integration Process

After successful testing, finalize your workflow in Pabbly Connect. This involves saving your settings and turning on the workflow to start automating the process. You can monitor the workflow to ensure everything runs smoothly.

With the integration complete, every new PayPal order will automatically populate your designated Google Sheet. This automation saves time and reduces manual entry errors, making your order management efficient.


Conclusion

In this tutorial, we showcased how to integrate PayPal orders with Google Sheets using Pabbly Connect. This automation significantly streamlines order management, ensuring that all relevant data is captured accurately and efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate MailerLite with Razorpay and WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate MailerLite with Razorpay and WhatsApp using Pabbly Connect to automate subscriber management and notifications. 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


Accessing Pabbly Connect for Integration

To start integrating MailerLite with Razorpay and WhatsApp, you’ll first need to access Pabbly Connect. Go to the Pabbly Connect website and sign up or log in to your account.

Once logged in, navigate to the app section and locate the ‘Connect’ option. Click on ‘Access Now’ to start creating your workflow. This platform simplifies the integration process between Razorpay, MailerLite, and WhatsApp.


Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Razorpay to MailerLite and WhatsApp through Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner and name your workflow, for example, ‘Razorpay to MailerLite and WhatsApp’.

After naming your workflow, you will see two windows: the trigger window and the action window. Set the trigger event to ‘Payment Captured’ from Razorpay, which will initiate the workflow whenever a payment is made.


Setting Up Webhook in Razorpay

To connect Razorpay with Pabbly Connect, you need to set up a webhook. Go to your Razorpay account, navigate to ‘Settings’ and then to ‘Webhooks’. Click on ‘Add Webhook’ and paste the webhook URL provided by Pabbly Connect.

Make sure to leave the secret field empty and set the active event to ‘Payment Captured’. This setup ensures that every successful payment will send data to Pabbly Connect, enabling further actions to be taken.

  • Go to Razorpay Settings > Webhooks.
  • Click on ‘Add Webhook’.
  • Paste the webhook URL from Pabbly Connect.

After creating the webhook, test it by making a dummy payment in Razorpay. This will allow you to check if Pabbly Connect is receiving the payment data correctly.


Integrating MailerLite with Pabbly Connect

Next, we will add the subscriber to MailerLite using Pabbly Connect. In the action window, select MailerLite and choose the action event as ‘Add Subscriber’. Connect your MailerLite account by entering the API key, which can be found in your MailerLite account settings.

Once connected, map the necessary fields such as email, first name, and last name. If you only have the full name from Razorpay, use a text formatter to split the name into first and last names. This ensures that all subscriber information is accurately captured in MailerLite.

  • Select MailerLite and choose ‘Add Subscriber’.
  • Connect using the API key.
  • Map fields like email and name appropriately.

After mapping, save the configuration and test to ensure the subscriber is added successfully to MailerLite.


Sending WhatsApp Notification Using Pabbly Connect

Finally, we will send a WhatsApp notification to the customer using Pabbly Connect. Add another action step and select Wati as the app, then choose the action event as ‘Send Template Message’. Connect your Wati account by providing the API endpoint and access token.

Map the required fields such as WhatsApp number, template name, and custom parameters. The template will include personalized messages confirming the order details. This integration ensures that customers receive immediate updates about their purchases.

Select Wati and choose ‘Send Template Message’. Connect using API endpoint and access token. Map WhatsApp number and message template correctly.

Once everything is set up, save and test the workflow. This will send a WhatsApp message to the customer confirming their order, completing the integration process.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate MailerLite with Razorpay and WhatsApp. By following these steps, you can automate subscriber management and ensure timely notifications for your customers. This integration streamlines your workflow and enhances customer engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.