Author: Rudra Sisodiya

Learn how to automate SMS reminders for Google Calendar appointments using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 SMS Reminders

To send SMS reminders for appointments using Google Calendar, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’ in your browser. This platform allows you to integrate various applications without any coding knowledge.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to explore the features. Existing users can simply click on ‘Sign In’ to access their accounts. After signing in, navigate to the dashboard and select the option to create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to begin setting up your SMS reminder automation. You will be prompted to choose between the new workflow builder or the classic one. For a modern interface, select the new workflow builder. using Pabbly Connect

• Choose a name for your workflow, such as ‘Send SMS Reminders for Appointments Using Google Calendar’.
• Select a folder to save your workflow or create a new one if needed.
• Click on the ‘Create’ button to open the workflow window.

This window is crucial as it allows you to set up triggers and actions. The trigger will be Google Calendar, which activates when a new appointment is scheduled. The action will be to send an SMS through Twilio, ensuring that your attendees receive timely reminders.

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3. Setting Up Google Calendar Trigger

To set up the trigger, search for Google Calendar in the provided options within Pabbly Connect. Select it and choose ‘New Event’ as the trigger event. After that, click on ‘Connect’ to establish a connection between Pabbly Connect and your Google Calendar account.

If you have previously connected your Google Calendar, you can select the existing connection. Otherwise, click on ‘Add New Connection’ and sign in with your Google account. After granting the necessary permissions, select the specific calendar you want to monitor for new events.

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4. Sending SMS Reminders via Twilio

After setting up the Google Calendar trigger, the next step is to send SMS reminders using Twilio. Add an action step and select Twilio from the application options. Choose ‘Send SMS Message’ as your action event and click on ‘Connect’ to link your Twilio account. using Pabbly Connect

• Map the phone number and message body in the SMS settings.
• For the message body, include a personalized greeting using the recipient’s name.
• Specify the sender’s number from your Twilio account.

Once you have filled in all required fields, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully. This ensures your reminders are correctly configured before going live.

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5. Finalizing the Workflow for Automated SMS

To enhance your workflow, add a delay step to send reminders at specific intervals, such as one day and one hour before the appointment. Use the delay feature in Pabbly Connect to set these timings based on your requirements.

After configuring the delays, copy the Twilio action step and modify the message body to reflect the timing of the reminder. For instance, change the message for the one-hour reminder while keeping the core content similar. This allows you to send different messages based on the timing of the SMS.

With everything set up, your workflow will automatically send SMS reminders when a new appointment is added to Google Calendar, helping to minimize no-shows and keep attendees informed.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate SMS reminders for appointments scheduled in Google Calendar. By integrating these applications, you can ensure that your clients receive timely notifications, reducing the chances of missed appointments. This setup not only saves time but also enhances communication efficiency.

Learn how to integrate Instagram Lead Ads with Google Sheets for easy tracking using Pabbly Connect. Step-by-step guide to automate lead data management. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Instagram Lead Ads data into Google Sheets, you must first access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Simply visit the Pabbly Connect website and sign in or create a free account.

Once logged in, you will be greeted by the Pabbly Connect dashboard, where you can create workflows to automate tasks. The integration process starts by clicking on the ‘Create Workflow’ button, which will guide you through setting up your automation.

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2. Setting Up the Trigger with Instagram Lead Ads

In this step, we will set up the trigger that will initiate the automation whenever a new lead is generated through Instagram Lead Ads. Within Pabbly Connect, select Instagram Lead Ads as your trigger application.

• Choose ‘New Lead’ as the event to trigger the workflow.
• Connect your Instagram account by clicking on ‘Connect with Instagram’.
• Select your Facebook account linked to Instagram.

After selecting your Facebook account, you will need to choose the specific page and lead form that you want to capture leads from. Once this is done, click on ‘Save and Send Test Request’ to ensure that the connection is successful and that Pabbly Connect can receive leads from Instagram.

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3. Adding Google Sheets as the Action Application

Now that you have set up the trigger, the next step is to add Google Sheets as the action application in Pabbly Connect. This step involves configuring how the lead data will be added to your Google Sheets.

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

After connecting your Google account, select the specific spreadsheet and worksheet where you want the lead data to be stored. Map the fields from the Instagram lead data to the corresponding columns in your Google Sheets.

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4. Testing the Integration for Successful Data Transfer

With the setup complete, it’s time to test the integration. In Pabbly Connect, click on ‘Test & Review’ to simulate the lead submission process. This will help you confirm that the lead data is correctly transferred to your Google Sheets.

To conduct a test, generate a test lead using the Meta Lead Ads Testing Tool. Ensure that all fields are filled out correctly, such as first name, last name, email, phone number, and property type. After submitting the test lead, check your Google Sheets to verify that the new row has been added with the correct information.

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5. Finalizing the Automation Workflow

After successful testing, you can finalize your automation in Pabbly Connect. Click on the ‘Save’ button to ensure all settings are saved. You can also enable the workflow to ensure that it runs automatically whenever a new lead is generated.

Congratulations! Your integration between Instagram Lead Ads and Google Sheets is now complete. You can manage and track all your leads in one place, making it easier to analyze your marketing efforts and follow up with potential clients.

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Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with Google Sheets using Pabbly Connect. By automating this process, you can easily track and manage your leads. This integration enhances your efficiency and allows you to focus on growing your business.

Learn how to automate event registration reminders from Google Forms to Gmail using Pabbly Connect with 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

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1. Setting Up Pabbly Connect for Google Forms and Gmail Integration

To start sending event registration reminders from Google Forms to Gmail, you need to access Pabbly Connect. Navigate to the Pabbly Connect website and sign in or sign up for a free account. This platform allows you to automate workflows without any coding skills.

After signing in, you will reach the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will see two options: the new beta method and the classic method. Choose the classic method for this tutorial. Name your workflow as ‘Send Event Registration Reminders from Google Forms to Gmail’ and select the appropriate folder before clicking the ‘Create’ button.

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2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. Click on the trigger application and select ‘Google Forms’ as your trigger app. For the trigger event, choose ‘New Response Received’. This setup will allow Pabbly Connect to capture responses from your Google Forms automatically.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for further configuration.

Next, open your Google Form and navigate to the ‘Responses’ section. Click on the ‘Link to Sheets’ option to create a new spreadsheet. This spreadsheet will automatically collect responses from your Google Form, ensuring that every participant’s registration is stored for future reference.

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3. Connecting Google Sheets to Pabbly Connect

After setting up your Google Form, you will need to connect it to Pabbly Connect via Google Sheets. Install the Pabbly Connect Webhooks add-on in Google Sheets by going to Extensions, then Add-ons, and selecting ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. using Pabbly Connect

Once installed, refresh your spreadsheet. Go to Extensions, select Pabbly Webhooks, and choose ‘Initial Setup’. Paste the webhook URL you copied earlier into the designated field and set the trigger column (for example, Column E) where new data will be entered. Click ‘Submit’ to save your settings.

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4. Setting Up Action Steps to Send Reminders via Gmail

Now that your trigger is configured, it’s time to set up the action steps in Pabbly Connect. You will need to add a delay for sending reminders. Start by selecting ‘Delay by Pabbly’ as your action application and choose ‘Add Delay Time’ as the action event. Set the delay to execute a week before the event.

• Select ‘Delay by Pabbly’ as the action application.
• Choose ‘Add Delay Time’ as the action event.
• Set the delay date and time format as required.

After setting the delay, add another action step to send an email via Gmail. Choose ‘Gmail’ as the action application and select ‘Send Email v1’. Connect your Gmail account and map the recipient’s email address from the Google Form response. Fill in the email subject and body to customize your reminder message.

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5. Sending the Final Reminder Before the Event

In the last step, you will set up the second reminder to be sent a day before the event using the same process. Add another delay using ‘Delay by Pabbly’ and set it to the day before the event. Then, repeat the action step to send an email via Gmail.

Ensure to customize the subject and body of the email for the second reminder, including any relevant details such as the Zoom link for the event. After configuring these settings, test your workflow to ensure that everything is functioning properly.

Once the test is successful, your workflow is ready to send automated event registration reminders to participants using Pabbly Connect. This automation saves time and ensures that all registrants are informed about the upcoming event seamlessly.

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Conclusion

In conclusion, using Pabbly Connect allows you to efficiently automate the process of sending event registration reminders from Google Forms to Gmail. By following these steps, you can ensure that your participants receive timely notifications without any manual effort. This integration enhances communication and keeps your attendees engaged.

Learn how to seamlessly track new leads from Google Lead Ads to Salesforce CRM using Pabbly Connect with this step-by-step tutorial. 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 Google Lead Ads and Salesforce Integration

To track new leads from Google Lead Ads to Salesforce CRM, you will need to access Pabbly Connect. Start by opening your web browser and searching for ‘Pabbly.com/connect’. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users should click on ‘Sign in’. Once signed in, you will see all the Pabbly tools, but today we will focus on Pabbly Connect to facilitate the integration process.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic builder. For this tutorial, select the new workflow builder for a more modern experience.

• Click on ‘Create Workflow’.
• Enter a name for your workflow, such as ‘Track New Leads from Google Lead Ads to Salesforce CRM’.
• Select the folder to save your workflow.

Once you have named your workflow, click ‘Create’. This will take you to the workflow window where you will set up your trigger and action. Remember, the trigger will be Google Ads and the action will be Salesforce.

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3. Setting Up the Trigger for Google Lead Ads

In the workflow window, click on ‘Add Trigger’ and select Google Ads as your trigger application. For the trigger event, choose ‘New Lead Form Entry’. This will initiate the workflow whenever a new lead is generated.

After selecting the trigger event, click ‘Connect’. Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Google Ads to Pabbly Connect.

• Open your Google Ads account and navigate to the lead delivery options.
• Paste the copied webhook URL into the appropriate field.
• Send test data to ensure the connection works.

Once the test data is successfully sent, return to Pabbly Connect to verify that the response has been captured. You should see the test lead details reflected in your workflow.

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4. Adding Salesforce as the Action in Pabbly Connect

After confirming that the trigger is set up correctly, it’s time to add Salesforce as the action application. Click on ‘Add Action Step’ and select Salesforce from the list.

For the action event, choose ‘Create Lead’ and click ‘Connect’. You will need to enter your Salesforce account credentials to establish a connection. Once connected, you can map the lead details from Google Ads to Salesforce using Pabbly Connect.

Map the first name, last name, company name, email, and phone number from the Google Ads lead data. Set the lead source as ‘Web’ and the status as ‘Open’. Click ‘Save and Send Test Request’ to create the lead in Salesforce.

After the test request is sent, check your Salesforce account to confirm that the new lead has been created successfully with all the mapped details.

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5. Finalizing the Automation with Pabbly Connect

With the lead successfully created in Salesforce, you have completed the automation process. Whenever a new lead is generated from Google Ads, Pabbly Connect will automatically add the lead details into your Salesforce account without any manual intervention.

This seamless integration helps your sales team follow up with leads promptly. You can now relax as this workflow runs in the background, ensuring that no leads are missed.

To try this automation for your own business, sign up for a free trial of Pabbly Connect. If you have any questions or need assistance, feel free to reach out to the Pabbly community for support.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to track new leads from Google Lead Ads to Salesforce CRM. This integration streamlines lead management, ensuring that your sales team can act swiftly on new opportunities. Start automating your workflows today with Pabbly Connect!

Learn how to create an AI assistant for your university using Pabbly Chatflow and Pabbly Chatflow. Step-by-step guide with detailed instructions. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

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1. Getting Started with Pabbly Chatflow

To build an AI assistant for your university, the first step is accessing Pabbly Chatflow. Start by visiting Pabbly’s website and signing in or creating a new account if you are a first-time user.

Once logged in, navigate to the Pabbly Chatflow dashboard. Here, you can manage your WhatsApp numbers and set up your AI assistant. The dashboard provides a user-friendly interface to streamline the integration process.

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2. Adding Your WhatsApp Number to Pabbly Chatflow

Adding your WhatsApp number is essential for the AI assistant to function effectively. In the Pabbly Chatflow dashboard, click on the ‘Add WhatsApp Number’ button located at the top right corner. You will see two options: WhatsApp Connect and Manual Token Connect. using Pabbly Connect

• Select WhatsApp Connect for an easier setup.
• Verify your Meta Business Manager account to link your WhatsApp Business account.

After verifying, you can manage all your WhatsApp conversations from one place. This integration allows your AI assistant to respond to queries efficiently and effectively.

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3. Creating Your AI Assistant in Pabbly Chatflow

To create your AI assistant, navigate to the ‘AI Assistant’ section in Pabbly Chatflow. Click on the ‘Add AI Assistant’ button. You will need to provide a name and description for your assistant, which will represent your university.

Next, set the AI instructions, configuration, API key, and AI settings. Choose an AI instruction type, such as AI Agent, and configure the temperature setting to control the creativity of responses. A recommended setting is 0.3 for focused but slightly creative responses.

• Select the AI model, such as OpenAI, and input your API key.
• Upload a knowledge base file in plain text format for your assistant.

Once you complete these settings, your AI assistant will be ready to engage with users.

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4. Configuring Assistant Settings in Pabbly Chatflow

After creating your AI assistant, it’s crucial to configure its settings. This includes defining the initial messages, branding, and user interactions. In the Assistant interface, set up the initial message that the assistant will send when a user initiates a conversation. using Pabbly Connect

Customize the branding by adding a brand name and display header. You can also choose to display or hide your company label in the chat interface. This personalization helps in creating a familiar experience for users.

Set up a footer message to provide additional information or links. Style your assistant by changing themes and background colors.

Once configured, save your settings to ensure your AI assistant is ready for interaction.

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5. Testing Your AI Assistant on WhatsApp

To test your AI assistant, open WhatsApp Web and send a message that triggers the assistant, such as ‘I need help’. The assistant should respond promptly with a message asking how it can assist you today.

For example, if you ask about available clubs and extracurricular activities, the assistant will provide a detailed list of options. This showcases how Pabbly Chatflow can efficiently handle multiple queries without manual intervention.

By utilizing Pabbly Chatflow, your AI assistant can manage customer inquiries seamlessly, providing immediate responses and improving user engagement.

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Conclusion

In conclusion, building an AI assistant for your university using Pabbly Chatflow is a straightforward process. By following these steps, you can create a responsive and effective support system that enhances user experience and engagement. Start utilizing Pabbly Chatflow today to automate your university’s customer interactions.

Learn how to automate tracking new sales from Razorpay to Google Sheets using Pabbly Connect. Step-by-step guide to streamline your sales process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To track new sales from Razorpay to Google Sheets, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing ‘pabyt.com/connect’ in your browser. This platform allows you to create automation workflows without any coding skills.

Once on the Pabbly Connect site, sign in to your account. If you are a new user, you can sign up for free, which gives you access to 100 tasks every month. After signing in, you will reach the dashboard where you can create new workflows to connect Razorpay and Google Sheets.

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2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This is where you will name your workflow. For this integration, name it ‘Track New Sales from Razorpay to Google Sheets’. Select the appropriate folder for organization purposes, such as ‘Razor Pay Automations’.

• Click on ‘Create’ to finalize your workflow setup.
• You will see an ‘Add Trigger’ box appear.
• Select Razorpay as the trigger application.

In this workflow, the trigger will be a new payment captured in Razorpay. Therefore, select ‘Payment Captured’ as your trigger event. This setup ensures that whenever a new sale occurs, the details will automatically be sent to Google Sheets using Pabbly Connect.

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3. Connecting Razorpay to Pabbly Connect

Next, you will need to establish a connection between Razorpay and Pabbly Connect. A webhook URL will be provided for this purpose. Copy this URL and head to your Razorpay account.

In your Razorpay dashboard, navigate to the ‘Developers’ section, where you will find options for APIs and webhooks. Click on ‘Webhooks’ and then ‘Add New Webhook’. Paste the copied webhook URL into the designated field and enter a random secret. Make sure to select the event type as ‘Payment Captured’ to trigger the workflow.

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4. Testing the Connection and Payment Capture

After saving your webhook in Razorpay, return to your Pabbly Connect workflow. You will see a message indicating that it is waiting for a webhook response. To test this, you need to simulate a payment in Razorpay.

• Click on ‘Payment Pages’ in Razorpay.
• Select a product and complete the payment process.
• Ensure that the payment is successful to receive a response in Pabbly Connect.

Once the payment is completed, you should see the details captured in your Pabbly Connect workflow. This confirms that the connection between Razorpay and Pabbly Connect is functioning correctly, and all relevant sale details are now available for further processing.

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5. Adding Sale Details to Google Sheets

Now that you have successfully captured the payment details in Pabbly Connect, the next step is to add this information to Google Sheets. In your workflow, add a new action step and select Google Sheets as the action application.

Choose ‘Add New Row’ as the action event. You will need to connect your Google Sheets account to Pabbly Connect. Once connected, select the relevant spreadsheet where you want to store the sales data. Use the mapping feature to automatically fill in the fields with the data received from Razorpay.

Map customer name, email, product, and payment details from the Razorpay response. This ensures that every new sale is recorded accurately in your Google Sheets.

After mapping all necessary fields, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the sales details have been added successfully. This completes the integration process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to track new sales from Razorpay to Google Sheets using Pabbly Connect. By automating this process, you can save time and ensure accurate sales tracking. Follow the steps outlined to streamline your sales operations effectively.

Learn how to seamlessly integrate leads from IndiaMART to your Brevo email campaign list using Pabbly Connect with this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To add leads from IndiaMART to your Brevo email campaign list, you first need to access Pabbly Connect. This integration platform allows you to automate the process efficiently.

Open your browser and navigate to the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up Free’ to create your account and get started with 100 free tasks every month. Existing users can simply click on ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you need to create a workflow to connect your IndiaMART account with Brevo. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow (e.g., ‘Add Leads from IndiaMART to Brevo’).
• Select the folder to save your workflow.
• Choose a trigger application, which will be IndiaMART.

After selecting the trigger application, you will set up the trigger event by choosing ‘New Lead’ from the list. This ensures that every time a new lead is generated in IndiaMART, it will trigger the workflow in Pabbly Connect.

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3. Connecting Your IndiaMART Account

Now that you have set up the trigger, it’s time to connect your IndiaMART account to Pabbly Connect. Copy the webhook URL provided by Pabbly and navigate to your IndiaMART account.

• Go to the Lead Manager section in IndiaMART.
• Click on Import/Export Leads.
• Select Push API and enter the webhook URL.

After entering the webhook URL, you will need to select the source as ‘Other’ and provide the platform name as Pabbly Connect. Once done, save the details and test the connection by generating a test lead in IndiaMART.

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4. Adding Brevo Email as an Action

With your IndiaMART account connected, the next step is to set up the action in Pabbly Connect. Select Brevo as your action application and choose the event ‘Create or Update a Contact’. This step allows you to add new leads directly to your Brevo email campaign list.

During this setup, you will need to enter your Brevo API key. To obtain this, log into your Brevo account, navigate to the API section, and generate a new API key. Copy this key and paste it into the Pabbly Connect action setup.

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5. Mapping Data and Testing the Integration

Now that both IndiaMART and Brevo are connected through Pabbly Connect, you will need to map the data fields. This ensures that the lead information from IndiaMART correctly populates the corresponding fields in Brevo.

Map the email address from the lead data to the email field in Brevo. Select the appropriate list in Brevo where the leads should be added. Review all mapped fields to ensure accuracy.

After mapping the data, click on the ‘Save and Send Test Request’ button to check if the integration works correctly. If successful, you will see the new contact added to your Brevo account under the specified list.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the process of adding leads from IndiaMART to your Brevo email campaign list. By following these steps, you can efficiently manage your leads without manual effort, ensuring timely follow-ups and improved engagement.

Learn how to sync Google Ads leads to Pipedrive CRM effortlessly using Pabbly Connect for easy tracking and management. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To sync Google Ads leads to Pipedrive CRM, start by accessing Pabbly Connect. Go to the Pabbly Connect website at www.Pabbly.com/connect. Here, you will find options to sign in or sign up for free, allowing new users to get started with 100 free tasks every month.

After signing in, you will be directed to the Pabbly Connect dashboard. This is where you will create the automation workflow that connects Google Ads and Pipedrive. Click on the ‘Access Now’ button to proceed with setting up your integration.

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2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and you will have the option to choose between the new beta method or the classic method. For this tutorial, select the classic method to maintain familiarity.

• Name your workflow: ‘Sync Google Ads Leads to Pipedrive CRM for Easy Tracking’.
• Select a folder for your workflow.
• Click ‘Create’ to finalize your workflow setup.

Once created, you will see two windows: the trigger window and the action window. The trigger indicates what starts the automation, while the action represents what happens as a result. In this case, you’ll set Google Ads as the trigger application.

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3. Setting Up Google Ads Trigger in Pabbly Connect

In the trigger window, select Google Ads as your trigger application. The trigger event should be set to ‘New Lead Form Entry’. Pabbly Connect will provide you with a unique webhook URL that you will need to copy.

To integrate Google Ads with Pabbly Connect, navigate to your Google Ads campaign. In the lead delivery section, paste the webhook URL you copied earlier. You will need to remove everything after the last slash to extract the key. Once done, send a test request to ensure the connection is functioning correctly.

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4. Adding Action to Pipedrive in Pabbly Connect

After setting up the trigger, it’s time to add an action in Pabbly Connect. Select Pipedrive as your action application and choose the action event ‘Create Person’. This step is crucial as it will store the lead’s information in your Pipedrive account.

• Click on ‘Connect’ to establish a connection with Pipedrive.
• Enter your Pipedrive API token, which can be found in your Pipedrive account settings under personal preferences.
• Map the lead’s first name and last name from the trigger data to create a person.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’ to verify that the person has been created successfully in your Pipedrive account.

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5. Creating a Deal in Pipedrive Using Pabbly Connect

Now that a person has been created, the final step is to create a deal for that person in Pipedrive. In Pabbly Connect, add another action step and select ‘Create Deal’ as the action event.

Ensure you connect to Pipedrive again and map the necessary fields such as the title (using the person’s name), pipeline ID, and other relevant details. After mapping the fields, click on ‘Save and Send Test Request’ to complete the deal creation process.

Once the deal is created, you can check your Pipedrive account to confirm that the lead and their deal have been successfully added. This automation ensures that every new lead from Google Ads is automatically tracked in Pipedrive without manual effort.

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Conclusion

By using Pabbly Connect, you can effortlessly sync Google Ads leads to Pipedrive CRM for easy tracking and management. This integration automates the entire process, ensuring that no lead is missed and that your sales pipeline remains organized.

Learn how to automatically create sales opportunities in HubSpot from IndiaMART leads using Pabbly Connect with this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To auto-create sales opportunities in HubSpot from IndiaMART leads, first, you need to access Pabbly Connect. This platform serves as the central hub for integrating various applications without any coding skills required.

Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. If you are an existing user, click on the ‘Sign In’ button located at the top right corner. For new users, click ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard where you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. This is where Pabbly Connect allows you to set up the process for integrating IndiaMART with HubSpot.

• Select the Classic workflow builder for a familiar interface.
• Name your workflow as ‘Create Sales Opportunity in HubSpot from IndiaMART Leads’.
• Choose a folder to organize your workflow, such as ‘India Automations’.

Once you create the workflow, you will see two boxes appear: one for the trigger and another for the action. This setup is essential for automating the lead creation process.

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3. Setting Up the Trigger with IndiaMART

The next step is to set up the trigger event in Pabbly Connect. This will initiate the workflow whenever a new lead is received from IndiaMART. Select IndiaMART as your trigger application.

In the trigger event, choose ‘New Leads’. This action will trigger the workflow whenever a new lead is generated. You will need to connect your IndiaMART account to Pabbly Connect by providing a webhook URL, which acts as a bridge between the two platforms.

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4. Configuring HubSpot for Action Steps

After successfully setting up the trigger with IndiaMART, the next step involves configuring HubSpot as the action application in Pabbly Connect. Select HubSpot CRM from the action application list and choose ‘Create Contact’ as the action event.

Connect your HubSpot account to Pabbly Connect by logging in and authorizing the connection. Once connected, you can map the fields from the IndiaMART leads to the corresponding fields in HubSpot, ensuring all relevant data is transferred accurately.

• Map the lead’s name to the contact name in HubSpot.
• Link the email address from IndiaMART to HubSpot’s email field.
• Ensure the phone number is also mapped correctly.

Once mapping is complete, save the workflow and test it to ensure that the integration is functioning as intended.

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5. Testing the Integration

To finalize the setup, it’s crucial to test the integration between IndiaMART and HubSpot through Pabbly Connect. This involves sending a test lead from IndiaMART to verify that it creates a contact in HubSpot successfully.

If the test is successful, you will receive a confirmation that the contact has been created in HubSpot. You can then check your HubSpot dashboard to see the newly created contact reflecting the details from the test lead.

This step confirms that the automation is working correctly, allowing you to streamline your sales process efficiently.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically create sales opportunities in HubSpot from IndiaMART leads. By following these steps, you can enhance your sales process and save valuable time.

Utilizing Pabbly Connect for such integrations not only simplifies your workflow but also ensures that you never miss a lead, allowing your business to grow effortlessly.

Learn how to set up Pabbly Connect to trigger Gmail alerts for high-value Stripe payments. Follow our detailed step-by-step tutorial to automate your 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

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1. Accessing Pabbly Connect for Integration

To trigger a Gmail alert when a Stripe payment is high, you need to access Pabbly Connect. Start by opening a new tab and navigating to pabby.com/connect. This platform will serve as the central hub for your integration.

Once you’re on the Pabbly Connect homepage, you will see options to either sign up for a new account or sign in. If you already have an account, simply sign in. After logging in, click on the Pabbly Connect option and select the ‘Access Now’ button to proceed to the dashboard.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create automation workflows. To do this, click on the ‘Create Workflow’ button located at the right-hand corner. You will be prompted to choose between the classic builder and the new beta version. Select the beta version for a better experience. using Pabbly Connect

• Click on the ‘Select’ button to open the workflow creation dialog.
• Enter a name for your workflow, such as ‘Trigger Gmail Alert When Stripe Payment Is High’.
• Choose a folder where you want to save this workflow, like the automation folder.

After filling in these details, click on the ‘Create’ button. You will see a confirmation that your workflow has been created successfully. Now you are ready to set up the trigger and action for your integration.

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3. Setting Up Stripe as the Trigger in Pabbly Connect

To set up your trigger, select Stripe as the application. Click on the plus button to add a trigger and search for Stripe in the search bar. Choose the ‘New Charge’ event and click on the ‘Connect’ button to link your Stripe account with Pabbly Connect.

Next, you will be provided with a webhook URL. Copy this URL, then navigate to your Stripe account. Go to the ‘Developers’ section and select ‘Webhooks’. Click on the ‘Add Endpoint’ button and paste the webhook URL into the endpoint URL field.

• Add a description (optional) and choose ‘Events on your account’.
• Select the event ‘Charge Succeeded’ to receive notifications for successful payments.
• Click on the ‘Add Events’ button to finalize your webhook setup.

Now, you have successfully connected your Stripe account to Pabbly Connect, and your workflow is ready to capture payment notifications.

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4. Filtering Payments in Pabbly Connect

After setting up the trigger, the next step is to filter payments to ensure you only receive alerts for high-value transactions. Click on the plus button again and select ‘Filter by Pabbly’ as the application. Choose the event ‘Filter Value’ and connect it.

In the filter setup, map the amount from the Stripe response to check if it is greater than or equal to 10,000. Select the filter type as ‘Greater Than’ and input the value as 10,000. Click on the ‘Save and Send Test Request’ button to verify your filter works correctly.

Ensure the response status is success and the condition is true. If the amount is in a different currency, use the number formatter to convert it before filtering.

Your filter is now set up, ensuring you only receive alerts for payments that meet your criteria, thus making Pabbly Connect an essential tool in your workflow.

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5. Sending Gmail Alerts Using Pabbly Connect

The final step is to set up Gmail as the action application to send alerts. Click on the plus button and select Gmail. Choose the event ‘Send Email V1’ and connect your Gmail account to Pabbly Connect.

Map the required fields for the email, including the recipient’s email address, subject, and content. Use the mapped amount from the previous steps to customize your alert message. For example, set the subject as ‘High Value Payment Received of {amount}’ and include details in the email body.

Leave the CC and BCC fields empty if not needed. Select ‘Plain’ as the content type for simplicity.

After filling out the email details, click on the ‘Save and Send Test Request’ button. You should receive a confirmation that the email was sent successfully. This completes your setup, allowing Pabbly Connect to trigger Gmail alerts whenever a high-value Stripe payment is received.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to trigger Gmail alerts for high-value payments received through Stripe. By following these steps, you can automate your payment notifications effectively and ensure you never miss important transactions.