Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To start automating your workflow, access Pabbly Connect by navigating to pabbl.com/connect. If you’re a new user, click on “Sign up for free” to create an account. This will grant you a trial with hundreds of tasks to explore the platform’s capabilities.

For existing users, simply log into your account. Once logged in, you will be directed to the workflow builder. This platform is essential for integrating applications like JotForm and Google Contacts seamlessly.

---

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that triggers when a form is submitted in JotForm. Click on the “Add Trigger” button in Pabbly Connect and select JotForm as your application. Choose the event as “New Response” to capture form submissions.

• Select “New Response” as the event.
• Click “Connect” to establish a connection with JotForm.
• Copy the provided webhook URL for integration.

Now, head over to your JotForm account. In the settings of the specific form you want to automate, navigate to “Integrations” and search for “Webhooks.” Paste the copied URL into the designated field and finalize the integration. This allows Pabbly Connect to receive data from your form submissions.

---

3. Submitting the Form to Test the Integration

To ensure everything is set up correctly, fill out the JotForm. Enter details such as the student name, email, and other required fields. Click the “Submit” button to send the form data.

Once submitted, return to Pabbly Connect to verify that the response has been captured successfully. You should see the details of your submission reflected in the workflow, confirming that the integration is working as expected.

---

4. Creating a Google Contact from JotForm Submission

Now that the form submission is captured, the next step is to create a new contact in Google Contacts using this data. In Pabbly Connect, click on “Add New Action Step” and select Google Contacts as the application.

• Choose the event as “Create Contact”.
• Connect to your Google account by signing in.
• Map the fields from the JotForm response to the Google Contacts fields.

After mapping the required fields, click on “Save and Send Test Request”. You should receive a confirmation that the contact has been created successfully. Refresh your Google Contacts to see the new entry.

---

5. Conclusion

By utilizing Pabbly Connect, you can automate the process of creating Google Contacts from JotForm submissions effortlessly. This integration not only saves time but also reduces manual entry errors, ensuring your contact list is always up-to-date.

Explore the full capabilities of Pabbly Connect to enhance your workflow and streamline your operations today!

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To begin automating your file sync from Dropbox to OneDrive, first, access Pabbly Connect. If you are a new user, sign up at the Pabbly website to create your account. Once registered, you will receive 100 free tasks every month to explore the features.

After logging in, you will be directed to the Pabbly Connect dashboard. Here, you can manage all your automation workflows. Click on the ‘Create Workflow’ button to start setting up your integration between Dropbox and OneDrive.

---

2. Creating Your Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Choose the option to create a workflow using the Quick Builder. Enter a prompt like “sync Dropbox files to OneDrive without manual uploads”. This will initiate the workflow creation process.

• Select the Dropbox trigger as ‘New File Instant’.
• Choose the Microsoft OneDrive action as ‘Upload Files’.
• Click on ‘Approve and Create’ to finalize your workflow.

Once you approve, your workflow will be set up with the necessary applications. This allows Pabbly Connect to automate the file transfer process seamlessly.

---

3. Connecting Dropbox to Pabbly Connect

To connect your Dropbox account to Pabbly Connect, click on the Dropbox application within your workflow. Select the ‘Connect’ button and choose to add a new connection. Click on ‘Connect with Dropbox’ to initiate the authorization process.

After successfully connecting, specify the folder path in Dropbox where your files are located. Make sure to add a slash before the folder name. For example, if your folder is named “images”, enter “/images”. Choose the response format as ‘Simple’ and click on ‘Save and Send Test Request’.

---

4. Uploading Files to OneDrive Using Pabbly Connect

Next, you need to connect your Microsoft OneDrive account to Pabbly Connect. Click on the OneDrive application in your workflow and select ‘Connect’. Follow the prompts to authorize Pabbly Connect to access your OneDrive account.

Once connected, select the folder in OneDrive where you want the files to be uploaded. In the file URL field, map the URL received from Dropbox. This mapping ensures that every new file uploaded to Dropbox will automatically update in OneDrive.

• Map the file URL and file name to ensure dynamic updates.
• Click ‘Save and Send Test Request’ to check if the integration works.

Your file should now appear in OneDrive, confirming that the workflow is functioning as intended.

---

5. Testing the Integration in Real-Time

To ensure everything is working correctly, upload a new file to your specified Dropbox folder. For instance, upload an image file. Once uploaded, check your OneDrive folder to see if the file appears automatically.

This real-time testing confirms that Pabbly Connect is effectively syncing your files between Dropbox and OneDrive without any manual effort. The integration allows for seamless file management, saving you time and reducing the risk of missing important files.

---

Conclusion

In this tutorial, we demonstrated how to automate file syncing from Dropbox to OneDrive using Pabbly Connect. This integration helps streamline your workflow, saving valuable time and ensuring efficient file management across platforms. With Pabbly Connect, you can easily manage multiple integrations without coding.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for WhatsApp Integration

To begin integrating WhatsApp with Pabbly Connect, first, visit the Pabbly Connect website. This platform serves as the central hub for automating your WhatsApp responses for educational queries.

Once on the website, create an account or log in. After signing in, navigate to the dashboard where you can set up your WhatsApp integration. This is crucial as it lays the groundwork for automating responses to inquiries you receive.

---

2. Connecting WhatsApp to Pabbly Connect

Connecting WhatsApp to Pabbly Connect is essential for automating your messaging. Start by going to the “Add WhatsApp Number” section in your dashboard. Here, you will link your WhatsApp account directly.

• Click on “Add WhatsApp Number”.
• Follow the prompts to connect your WhatsApp account.
• Ensure that your WhatsApp is verified for seamless integration.

Once your WhatsApp is connected, you can start configuring automated responses. This step is crucial for ensuring your educational business can handle inquiries efficiently.

---

3. Creating an AI Assistant for Course Inquiries

With your WhatsApp connected, the next step is to create an AI assistant using Pabbly Connect. This assistant will respond to course inquiries automatically. Navigate to the “AI Assistant” section and click on “Add Assistant”.

Provide a name for your assistant, such as “Education AI”. You can also select the type of assistant, like a customer support agent or an AI agent. This customization allows you to tailor responses based on the type of inquiries you receive.

• Choose the assistant type based on your needs.
• Set the temperature for response creativity (0.5 is recommended).
• Connect to an AI platform like OpenAI for generating responses.

This setup is vital for ensuring that your AI assistant can provide accurate and relevant answers to student inquiries.

---

4. Configuring the Knowledge Source for Responses

The next step in the process involves configuring a knowledge source for your AI assistant within Pabbly Connect. This knowledge base will be used by your assistant to provide answers to incoming queries.

You need to upload a text file or PDF containing all relevant information about your courses. This file should include details like course names, pricing, and FAQs. The assistant will refer to this file when responding to inquiries.

• Create a detailed knowledge source file with course information.
• Upload the file in the designated section of Pabbly Connect.
• Ensure the file size is less than 90 MB for successful uploads.

By configuring this knowledge source, your AI assistant can efficiently answer student queries based on the information you provide.

---

5. Automating Responses for Course Inquiries

Finally, to automate responses, return to the settings in Pabbly Connect. Here, you can enable the AI auto-reply feature. This feature will allow your assistant to respond automatically to inquiries received on WhatsApp.

Select your assistant and enable the auto-reply feature. This ensures that whenever a student sends a message, the AI assistant will automatically reply based on the configured settings.

• Enable the AI auto-reply feature in settings.
• Assign the assistant to respond to specific contacts or all contacts.
• Save your settings to finalize the automation.

This automation makes it easy to handle multiple inquiries without manual effort, enhancing your educational business’s efficiency.

---

Conclusion

By integrating WhatsApp with Pabbly Connect, you can automate responses for educational queries efficiently. This setup not only saves time but also improves customer satisfaction by providing instant answers to inquiries.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Automation

To begin automating invoice sending, first access Pabbly Connect. This powerful tool allows you to integrate various applications seamlessly. Sign up or log in to your Pabbly Connect account to get started.

Once you are on the dashboard, click on the “Create Workflow” button. You will see options to create from scratch, using AI, or quick build. Choose “Create from Scratch” and name your workflow, such as “Send Professional Invoices via Gmail Automatically for Every Raza Pay Success.” After selecting a folder, click the “Create” button.

---

2. Setting the Trigger with Raza Pay

In this step, you will set up the trigger application in Pabbly Connect. Select Raza Pay as your trigger app. The event you want to select is “Payment Captured.” Click on the “Connect” button to proceed.

• Copy the provided webhook URL.
• Go to Raza Pay’s dashboard and navigate to Account Settings.
• Click on Webhooks and add a new webhook using the copied URL.
• Enter the secret key and select “Payment Captured” as the event.

After saving the webhook, make a test payment on Raza Pay to check if the webhook is receiving data correctly. Once the payment is successful, return to Pabbly Connect to verify that the new response has been captured.

---

3. Formatting Data with Number Formatter

Next, you need to format the payment data using the Number Formatter in Pabbly Connect. This is essential because Raza Pay does not include decimal values in the amount. Select the Number Formatter as your next application and choose the “Perform Math Operation” event.

In the fields provided, map the amount received from Raza Pay. For example, if the payment amount is 1,500, you will enter a comma followed by 100 to divide the amount. Click “Save and Send Test Request” to confirm that the formatted amount is correct.

Repeat the Number Formatter process for any additional values that need formatting, such as tax or fees. This ensures that the data you send to Google Docs is accurate and properly formatted.

---

4. Generating Invoices with Google Docs

Now, it’s time to generate the invoice using Google Docs through Pabbly Connect. Select Google Docs as your next application and choose the “Create Document from Template” event. Connect your Google account if you haven’t done so yet.

• Select the invoice template you created.
• Map dynamic fields such as customer name, email, and amount using the data received from Raza Pay.
• Specify the location in Google Drive where the invoice will be saved.

After completing the mapping, click “Save and Send Test Request” to ensure that the invoice is created successfully. Check your Google Drive folder to confirm that the invoice has been generated.

---

5. Sending the Invoice via Gmail

The final step is to send the generated invoice to the customer using Gmail through Pabbly Connect. Select Gmail as your application and choose the “Send Email” event. Connect your Gmail account to proceed.

In the email configuration, map the recipient’s email address from the data you received. Customize the email subject and body to include personalized information such as the customer’s name and product details. Ensure the attachment URL is linked to the invoice created in Google Docs.

Click on “Save and Send Test Request” to send the email. Check the recipient’s inbox to confirm that the email with the invoice has been received successfully. This completes your automated workflow using Pabbly Connect.

---

Conclusion

This tutorial demonstrates how to automate the invoice sending process using Pabbly Connect. By integrating Raza Pay, Google Docs, and Gmail, you can streamline your invoicing and enhance customer experience without any manual effort.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start your integration journey, access Pabbly Connect by visiting the official website. Click on the ‘Sign Up for Free’ button if you are a new user. Existing users can click on the ‘Sign In’ button to access their dashboard.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create workflows that connect various applications, including WhatsApp. Click on the ‘Create Workflow’ button to begin setting up your integration.

---

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, you can create a new workflow in Pabbly Connect. Enter a name for your workflow that reflects the integration you are setting up, such as “Pabbly to WhatsApp Integration.” This will help you identify it later.

• Click on ‘Create Workflow’.
• Select ‘Webhook’ as the trigger application.
• Choose ‘Catch Hook’ as the trigger event.

Once you have set this up, you will receive a webhook URL. This URL is crucial as it will capture data from the application you are integrating, such as a form submission from Pabbly.

---

3. Connecting Pabbly with WhatsApp

Now that you have created a workflow, it’s time to connect Pabbly with WhatsApp using Pabbly Connect. To do this, you need to set up a connection with WhatsApp. Choose ‘WhatsApp’ as the action application in your workflow.

Next, select ‘Send Message’ as the action event. You will need to connect your WhatsApp account by providing the necessary API token. This token can be obtained from your WhatsApp account settings. Once you have the token, paste it into the appropriate field in Pabbly Connect.

---

4. Setting Up Form Integration with Pabbly Connect

To automate the process, you will need to set up a form that collects leads. You can use any form builder, but for this example, we will use Pabbly Form Builder. Create a form that captures essential information such as name, email, and contact number.

Once your form is ready, go back to Pabbly Connect and select your form as the trigger. This means that whenever a new lead fills out the form, it will trigger the WhatsApp message to be sent automatically.

• Choose ‘Pabbly Form’ as the trigger application.
• Select ‘New Submission’ as the trigger event.
• Map the fields from the form to the WhatsApp message.

This mapping ensures that the correct information is sent to the recipient via WhatsApp.

---

5. Testing and Launching Your Workflow

Before finalizing your integration, it’s crucial to test your workflow in Pabbly Connect. Submit a test entry in your form to see if the WhatsApp message is sent correctly. Monitor the workflow to ensure that the data flows seamlessly from the form to the WhatsApp message.

If everything works as expected, you can launch your workflow. This means that every time a new lead fills out your form, they will receive an instant WhatsApp message, enhancing your sales opportunities.

---

Conclusion

In this tutorial, we explored how to integrate Pabbly with WhatsApp using Pabbly Connect. By following these steps, you can automate your lead responses and boost your sales opportunities effectively.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To start automating notifications, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page. If you are a new user, click on the “Sign up for free” button in the top right corner to create your account.

Once registered, you can log in to your dashboard. If you are an existing user, simply log in to your account. Pabbly Connect offers a free trial, allowing you to explore its features before committing to a subscription.

---

2. Setting Up Shopify Integration in Pabbly Connect

To create a seamless notification system, you must set up Shopify integration in Pabbly Connect. Start by clicking on the “Add Trigger” button and search for “Shopify V2.” Select it and choose the event as “New Order.” Click on “Connect” to establish the connection.

• Select Shopify V2 as the trigger application.
• Choose “New Order” as the event.
• Click on “Connect” to get the webhook URL.

Copy the generated webhook URL and proceed to your Shopify store. Navigate to “Settings,” then to “Notifications,” and click on “Webhooks.” Here, create a new webhook for order creation, paste the copied URL, and save the settings.

---

3. Capturing Webhook Response in Pabbly Connect

After setting up the webhook, you need to capture the response in Pabbly Connect. To do this, perform a test transaction by purchasing a product from your Shopify store. This action will generate a webhook response that Pabbly Connect will capture.

Once the purchase is complete, return to your Pabbly Connect dashboard. You should see the captured response containing all relevant order details, including customer name, product purchased, and order value. This confirms that the connection between Shopify and Pabbly Connect is successful.

---

4. Notifying Your Team on Slack

Now that you have captured the webhook response, it’s time to notify your team on Slack using Pabbly Connect. Click on the “Add New Action Step” and search for “Slack.” Choose the action event as “Send Channel Message” and click on “Connect.”

• Select Slack as the action application.
• Choose “Send Channel Message” as the action event.
• Connect to your Slack account.

Once connected, select your desired Slack channel and customize the message template. You can map the customer details, product information, and order value dynamically, ensuring that each notification is personalized and relevant.

---

5. Finalizing Your Integration in Pabbly Connect

After setting up the Slack notification, it’s essential to finalize your integration in Pabbly Connect. Review all the mapped fields to ensure accuracy. Once satisfied, click on “Save and Send Test Request” to verify that the message is sent successfully to your Slack channel.

If everything is set up correctly, you will receive a notification in Slack confirming the new order details. This automation allows you to instantly inform your team about new orders, enhancing communication and efficiency.

---

Conclusion

In this tutorial, we demonstrated how to automate notifications from Shopify to Slack using Pabbly Connect. By following these steps, you can ensure your team is instantly updated on new orders, streamlining your workflow and improving response times.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start sending bulk messages, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly website.

Once there, sign in to your account. If you’re a new user, click on the sign-up option to create a new account. After logging in, select Pabbly Connect from the dashboard to begin the integration process.

---

2. Creating a Message Template in Pabbly Connect

Before sending messages, you need to create a message template using Pabbly Connect. This template will be used for your bulk messages.

• Click on the ‘Templates’ option in the sidebar.
• Select ‘Add Template’ to create a new one.
• Choose a category, name your template, and enter the message content.

Make sure to include variables in your message for personalization. Once you finish, click on ‘Submit’ to save your template. This template will be reviewed and approved by the platform before use.

---

3. Setting Up a Broadcast in Pabbly Connect

After creating your template, the next step is to set up a broadcast using Pabbly Connect. Navigate to the ‘Broadcast’ section on the left sidebar.

Click on ‘Add Broadcast’ and choose the type of broadcast you want to create. Enter a name for your broadcast and select the contact list you want to send messages to. If you need to create a new contact list, you can import contacts from Google Sheets in CSV format.

---

4. Sending Bulk Messages Using Pabbly Connect

With your broadcast set up, it’s time to send your bulk messages through Pabbly Connect. Select your approved template from the list and personalize the message using the variables you defined earlier.

Once you have everything ready, you can choose to send the messages immediately or schedule them for a later time. If scheduling, select the date and time for the broadcast.

---

5. Verifying Message Delivery

After sending your bulk messages via Pabbly Connect, it’s essential to verify that they have been delivered successfully. Check your WhatsApp or the platform you used to send messages to confirm receipt.

If any issues arise, revisit your broadcast settings to ensure everything is configured correctly. You can also review the sent messages log in Pabbly Connect for any errors or failures.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send bulk messages effectively. By following these steps, you can streamline your communication process and reach out to multiple contacts efficiently.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect to Start Automation

To begin automating your YouTube video script generation, you first need to access Pabbly Connect. Visit Pabbly’s official website and navigate to the Connect section.

Once there, you can either sign up for a new account or log in if you already have one. Pabbly Connect offers a free tier with 100 tasks per month, allowing you to explore its capabilities. After logging in, you’ll be directed to the dashboard where you can create your first automation.

---

2. Creating a Workflow with Google Sheets and AI

In this step, you will create a workflow that connects Google Sheets with AI tools to generate video scripts. Start by selecting the option to create a workflow from scratch in Pabbly Connect.

• Choose a trigger event: “New Row in Google Sheets”.
• Select the specific Google Sheet you want to monitor.
• Set the action to generate content using an AI tool like Gemini.

After setting up the trigger, you can customize the action to include parameters such as the video title and description. This setup allows you to automatically generate scripts whenever a new entry is added to your Google Sheets.

---

3. Linking Google Sheets and Gemini via Pabbly Connect

Next, you will link your Google Sheets to Gemini using Pabbly Connect. This integration will automate the script generation process. In the workflow editor, select “Add Action” and choose Gemini as the application.

You’ll need to provide your API key from Gemini, which can be obtained from your Gemini account settings. Once the API key is entered, configure the action to generate a script based on the data from your Google Sheets. This step is crucial as it defines how the script will be generated based on your input.

---

4. Creating Google Docs for the Generated Scripts

The final step involves saving the generated script into a Google Docs document. Use Pabbly Connect to create a new document in Google Docs. In the action step, select Google Docs as the application.

• Choose “Create Document” as the action event.
• Map the content generated by Gemini to the document body.
• Set the document title based on the video title from Google Sheets.

Once configured, every time a new row is added in Google Sheets, a new document will be created in Google Docs with the generated script. This completes the automation process using Pabbly Connect.

---

5. Testing Your Automation Workflow

After setting up the workflow, it’s essential to test the automation to ensure everything works correctly. Go back to your Google Sheets and add a new row with the video details. This action should trigger the workflow in Pabbly Connect.

Check both Gemini and Google Docs to confirm that the script has been generated and saved properly. If everything is set up correctly, you should see a new document created with the script generated based on the details you provided in Google Sheets.

---

Conclusion

In this tutorial, we explored how to automate YouTube video script generation using Pabbly Connect, Google Sheets, and AI tools like Gemini. By following these steps, you can streamline your workflow and enhance your video creation process.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To begin integrating Thai with Notion, first, access Pabbly Connect by visiting the Pabbly Connect website. If you’re a new user, click on the “Sign Up Free” button to create an account. This allows you to explore the features, including 100 free tasks each month.

If you already have an account, simply click on “Sign In”. After logging in, you will be directed to the workflow page where you can start creating automations. This is where the magic of Pabbly Connect begins, enabling seamless integration between your applications.

---

2. Setting Up the Trigger in Pabbly Connect

Now, let’s set up the trigger for our automation. In the Pabbly Connect dashboard, select the trigger application as “Thai Form”. This action allows Pabbly Connect to listen for new entries submitted through your Thai form.

Next, choose the event as “New Entry” and click the “Connect” button. You will be prompted to create a new connection by allowing access to your Thai Form account. Once connected, select the specific form you want to track, such as the “Lead Generation Form”. Here’s how to do it:

• Select “Thai Form” as the trigger application.
• Choose “New Entry” as the event.
• Connect your Thai Form account.
• Select the “Lead Generation Form”.

After setting this up, you’ll need to test the connection to ensure everything is working correctly, which is done by submitting a test entry in your Thai form.

---

3. Testing the Trigger in Pabbly Connect

After submitting a test entry in your Thai form, return to Pabbly Connect to see if the data has been received. You should see a response indicating that your test data has been captured successfully. This step is crucial as it verifies that the integration is functioning properly.

Once you confirm the data is received, you can move on to set up the action application. In this case, we will integrate with Notion. Select Notion as your action application and choose the event “Create Database Item”. Here’s how to do it:

• Select “Notion” as the action application.
• Choose “Create Database Item” as the event.
• Connect your Notion account.

This setup will ensure that every new entry in your Thai form is automatically added to your Notion database, streamlining your data management process.

---

4. Mapping Data in Pabbly Connect

Now that we have set up the action application, it’s time to map the data from the Thai form to Notion. This is where Pabbly Connect truly shines, allowing you to dynamically insert data without manual entry. You will need to select the Notion database where you want to send the data and map the fields accordingly.

For example, you can map the first name, last name, email, and contact number from the Thai form response to the respective fields in your Notion database. Here’s how to do it:

• Map the first name field from Thai form to Notion.
• Map the last name field similarly.
• Continue mapping email and contact number fields.

After mapping these fields, save your settings and send a test request to ensure everything is working as expected. This step confirms that your integration is ready to go live, automating the lead capture process effectively.

---

Conclusion: Automating Your Workflow with Pabbly Connect

In this tutorial, we demonstrated how to integrate Thai with Notion using Pabbly Connect. By following the steps outlined, you can automate the process of capturing leads without any manual effort. This integration not only saves time but also enhances data accuracy.

Using Pabbly Connect allows you to streamline your workflow and focus on what matters most—growing your business. Start using Pabbly Connect today to explore more automation opportunities!

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start automating your business with Pabbly Connect, first, access the platform by visiting the Pabbly website. If you are a new user, click on the “Sign Up for Free” button to create your account. Existing users can simply log in by clicking the “Sign In” button.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to integrate various applications like Google Sheets, TDO, FBX, and Tio. This central platform allows seamless connections between these applications, automating your lead generation process.

---

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the “Create Workflow” button on the dashboard. You will be prompted to name your workflow; for instance, name it “Google Sheets to Bolna AI”. This name will help you identify the specific integration.

• Select the trigger application, which is Google Sheets.
• Choose the event that triggers the workflow, such as “New Row Added”.
• Click on “Save and Continue” to proceed.

Once you save the workflow, Pabbly Connect will provide you with a Webhook URL. This URL acts as a bridge between Google Sheets and the other applications you want to integrate, allowing data to flow seamlessly.

---

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, go to your Google Sheets and click on “Extensions”. From there, navigate to “Get Add-ons” and search for “Pabbly Connect FBX”. Install this add-on to enable the integration.

After installation, refresh your Google Sheets. Click on “Extensions” again, find “Pabbly Connect Web” and select “Initial Setup”. Paste the Webhook URL you copied earlier into the designated field and set the trigger column, which is the last updated column in your sheet.

• Ensure to check the “Send on Event” option to capture new data.
• Click on “Send Test” to ensure data is captured correctly.

Once the setup is complete, your Google Sheets will be connected to Pabbly Connect, ready to send data to the next application in your workflow.

---

4. Integrating Bolna AI with Pabbly Connect

Next, you will integrate Bolna AI with Pabbly Connect. Go back to the Pabbly Connect dashboard and click on the “Add New Connection” button. You will need to enter your Bolna AI API Key, which can be found in your Bolna AI account settings.

After entering the API Key, click on “Save”. This step connects your Bolna AI account with Pabbly Connect, allowing you to automate voice calls to your leads. You can create voice agents within Bolna AI to communicate with your leads effectively.

• Select the voice agent you want to use for calls.
• Map the recipient’s mobile number from Google Sheets to the call request.
• Schedule the call by setting the date and time for the call.

Once you have configured these settings, you can save the workflow. This integration allows Pabbly Connect to trigger calls automatically based on new entries in your Google Sheets.

---

5. Finalizing the Integration Process

To finalize the integration, ensure that all mappings are set correctly in Pabbly Connect. You will need to map the lead’s name and phone number, and schedule the call time by adding two minutes to the current time.

Once everything is set, click on “Save and Send Test Request”. This action will initiate the workflow, and you should see the response in Pabbly Connect indicating that the call has been scheduled successfully.

• Monitor the call history in Bolna AI to ensure calls are being made.
• Adjust any settings as necessary for better performance.

With this setup, you have successfully automated your lead calling process using Pabbly Connect, Google Sheets, and Bolna AI, enhancing your business efficiency.

---

Conclusion

By following this tutorial, you can effectively use Pabbly Connect to automate your business processes. This integration allows you to connect Google Sheets, TDO, FBX, Tio, and Bolna AI seamlessly, enhancing your lead management and communication.