Author: Rudra Sisodiya

Learn how to add new contacts from Google Contacts to Salesforce CRM seamlessly using Pabbly Connect. Follow our step-by-step tutorial and automate your workflow! 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

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1. Accessing Pabbly Connect for Integration

To start integrating Google Contacts with Salesforce CRM, first access Pabbly Connect. Visit the Pabbly website by typing pabby.com in your browser. Once there, sign in to your account. If you are a new user, you can sign up for free to get started.

After signing in, you will see the Pabbly apps page. Click on Pabbly Connect to access the dashboard where you can create and manage your workflows. This is where you will set up the automation to sync new contacts from Google Contacts to Salesforce CRM.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the Create Workflow button to start a new automation. You will need to name your workflow, for example, ‘Add New Contacts from Google Contacts to Salesforce CRM’. Choose the folder where you want to save this workflow.

• Click on the Create button.
• Select Google Contacts as the trigger application.
• Choose the trigger event as New or Updated Contact.

Once you have set up the trigger, click on Connect. If you haven’t established a connection before, select Add New Connection to link your Google account with Pabbly Connect. After signing in with your Google account, grant the necessary permissions for the integration to work.

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3. Setting Up Google Contacts Trigger

With the trigger application set to Google Contacts, you will now create a new contact to test the connection. Click on Create Contact in your Google Contacts and fill in the details such as first name, last name, email, and phone number.

After saving the new contact, return to Pabbly Connect and click on Save and Send Test Request. This action will fetch the details of the newly created contact from Google Contacts, confirming that the trigger is working correctly. You should see the contact details appear in the response section.

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4. Adding Salesforce Action to Create Contact

Next, you will set up the action application to create a contact in Salesforce. Select Salesforce as your action application and choose the event as Create Contact. Click on Connect and authorize the connection with your Salesforce account.

• Map the fields from Google Contacts to Salesforce, such as first name, last name, email, and phone number.
• Use the data received from the Google Contacts trigger to fill in these fields dynamically.
• Click on Save and Send Test Request to create the contact in Salesforce.

Once you receive a success message, check your Salesforce account to confirm that the contact has been created with the details you provided. This shows that Pabbly Connect successfully facilitated the integration between Google Contacts and Salesforce CRM.

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5. Conclusion

In this tutorial, we explored how to automate the process of adding new contacts from Google Contacts to Salesforce CRM using Pabbly Connect. By following these steps, you can ensure that your contacts are always synced without manual effort. This integration simplifies your workflow and enhances productivity.

With Pabbly Connect, you can connect various applications effortlessly, making your business processes more efficient. Start using Pabbly Connect today to automate your workflows and save time!

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Learn how to automatically capture leads from WhatsApp Chatbot into Google Sheets using Pabbly Connect and Pabbly Connect with this step-by-step guide. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Lead Capture

Pabbly Connect is a powerful automation tool that allows you to seamlessly integrate various applications. In this tutorial, we will explore how to use Pabbly Connect to automatically capture leads from a WhatsApp chatbot into Google Sheets. This process eliminates manual data entry and streamlines your lead management.

To begin, you need to access Pabbly Connect. Simply visit the Pabbly website and log into your account. If you are new, you can sign up for a free account to get started. Once logged in, you will be directed to the dashboard where you can create a new workflow.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

Next, we will create a WhatsApp chatbot using Pabbly Chatflow. This chatbot will interact with users and collect their information. Start by navigating to the Pabbly Chatflow dashboard and selecting the option to add a new WhatsApp number.

• Add your WhatsApp number to the Pabbly Chatflow account.
• Create a new flow for your chatbot.
• Set up the responses and questions that the chatbot will ask users.

After configuring your chatbot, ensure that it is set to trigger on user messages. This setup allows the chatbot to capture essential details from leads, such as their names and email addresses, automatically.

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3. Setting Up Pabbly Connect for Automation

Now that your WhatsApp chatbot is ready, it’s time to set up Pabbly Connect to automate the lead capture process. In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Capture Leads from WhatsApp to Google Sheets’.

For the trigger application, select Pabbly Chatflow and choose the event as ‘New Message Received’. This event will capture any incoming messages from your WhatsApp chatbot. After setting this up, you will receive a webhook URL that you will use to connect your chatbot with Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Go back to your Pabbly Chatflow and configure it to send data to this URL.
• Ensure that all necessary fields are included in the data sent to Pabbly Connect.

With this setup, every time a lead interacts with your WhatsApp chatbot, their details will be sent to Pabbly Connect automatically.

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4. Integrating Google Sheets to Capture Leads

The next step involves integrating Google Sheets with Pabbly Connect. After setting up the trigger, add a new action step and select Google Sheets as the application. Choose the action event as ‘Add a New Row’.

Connect your Google Sheets account by signing in with your Google credentials. Once connected, select the specific spreadsheet and worksheet where you want to store the lead information. Map the fields from the incoming data to the corresponding columns in your Google Sheets.

Map the full name, email, company name, and other relevant details from the chatbot responses. Test the connection to ensure data is being sent correctly. Save the workflow once all mappings are done.

After saving, Pabbly Connect will automatically add new leads to your Google Sheets whenever a user interacts with your WhatsApp chatbot.

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5. Testing the Integration in Real-Time

To confirm that everything is working correctly, it’s time to test your integration. Open WhatsApp and send a message to your chatbot. Follow the prompts and provide the required details as if you were a lead.

After submitting your information, check your Google Sheets to see if the new lead has been recorded. This real-time testing will ensure that your Pabbly Connect setup is functioning as intended and that leads are being captured accurately.

Once verified, you can confidently use this automation in your business to streamline lead management. The integration between Pabbly Connect and Google Sheets will help you maintain an organized database of leads without manual effort.

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Conclusion

In this tutorial, we learned how to automatically capture leads from a WhatsApp chatbot into Google Sheets using Pabbly Connect. This powerful integration simplifies the lead management process, allowing businesses to focus on growth and engagement. By utilizing Pabbly Connect, you can ensure that your lead information is organized and readily accessible.

Learn how to automate student registrations for your online course using Pabbly Connect, Google Forms, and Google Sheets, streamlining your enrollment process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate the registration of new students for your online course, you first need to access Pabbly Connect. This powerful automation platform allows you to connect Google Forms with your Thinkific account seamlessly.

Start by navigating to Pabbly.com/connect in your browser. If you are a new user, you can sign up for free and get access to 300 tasks per month. Existing users should log in to their accounts. Once logged in, you will see the dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow as ‘Register New Students for My Online Course Automatically from Google Forms’.
• Select a folder to save your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow creation.

With your workflow created, you can now set up the trigger and action steps to automate the process of student registration.

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3. Setting Up Trigger from Google Forms

Your first action in the workflow is to set up a trigger that detects new submissions in Google Forms. Choose Google Forms as your trigger application and select ‘New Response Received’ as the trigger event.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Google Forms with Pabbly Connect. In your Google Forms account, navigate to the form you created for course registrations and link it to Google Sheets to capture responses.

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4. Connecting Google Sheets to Pabbly Connect

Once your Google Form is linked to Google Sheets, install the Pabbly Connect Webhooks add-on in Google Sheets. Go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ and search for Pabbly Connect Webhooks.

• After installing the add-on, refresh your Google Sheets.
• Click on ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’.
• Paste the webhook URL you copied earlier and set the trigger column to the last data column (usually column E).

After setting this up, click on ‘Submit’ to confirm the setup. This will ensure that every new response in Google Sheets is sent to Pabbly Connect.

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5. Creating a User and Enrolling in Thinkific

The final step involves using Pabbly Connect to create a new user in your Thinkific account using the data collected from Google Forms. Set Thinkific as your action application and choose ‘Create User’ as the action event.

Map the fields from the Google Forms submission to the Thinkific user creation fields. For example, map the first name, last name, and email from the Google Sheets data to the corresponding fields in Thinkific. After successfully creating the user, add another action step to enroll the user in a specific course.

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Conclusion

By following these steps, you can efficiently register new students for your online course automatically from Google Forms using Pabbly Connect. This integration not only streamlines the enrollment process but also saves you valuable time and effort.

Utilizing Pabbly Connect to automate these tasks allows for a smoother workflow and enhances the overall experience for both you and your students.

Learn how to automatically register students in Zenler from Google Forms submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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

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1. Setting Up Pabbly Connect for Automation

To automatically register students in Zenler from Google Forms submissions, you need to access Pabbly Connect. This platform allows you to create seamless integrations without any coding knowledge. Start by visiting the Pabbly Connect website and signing in or signing up if you’re a new user.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this automation, name it ‘Automatically Register Students in Zenler from Google Forms Submission’ and choose an appropriate folder to save it in. This will help you keep your workflows organized.

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2. Connecting Google Forms to Pabbly Connect

The next step is to set Google Forms as the trigger application in Pabbly Connect. Search for Google Forms in the trigger application section and select it. Choose the trigger event as ‘New Response Received’ to capture form submissions.

• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, open your Google Forms and navigate to the ‘Responses’ tab. Link it to Google Sheets if you haven’t done so already. This will help in capturing the responses in a spreadsheet, which is essential for the next steps in the automation process.

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3. Configuring Google Sheets for Pabbly Connect

In this step, you need to configure your Google Sheets to work with Pabbly Connect. First, ensure you have the Pabbly Connect Webhooks add-on installed in your Google Sheets. This can be done by going to Extensions > Add-ons > Get Add-ons, and searching for Pabbly Connect Webhooks.

• Install the Pabbly Connect Webhooks add-on.
• Refresh your Google Sheets to see the new option under Extensions.
• Set up the initial configuration by pasting the copied webhook URL.

After pasting the webhook URL, specify the trigger column. This is typically the last column in your Google Sheets where the responses are recorded. This configuration allows Pabbly Connect to send data to your workflow whenever a new response is received.

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4. Enrolling Students in Zenler

Once you’ve connected Google Forms and Google Sheets, the next step involves enrolling students in Zenler using Pabbly Connect. Set Zenler as the action application in your workflow. Search for Zenler and select it, then choose the action event ‘Enroll User to a Course’.

To connect your Zenler account, you will need your school name and API key. Copy your school name from the Zenler dashboard and paste it into Pabbly Connect. For the API key, follow the instructions provided by Zenler to retrieve it, and paste it into the appropriate field in Pabbly Connect.

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5. Testing and Activating Your Workflow

After setting up the action in Zenler, it’s time to test your workflow in Pabbly Connect. Perform a test submission in your Google Form to ensure that the data flows correctly into Zenler. Check if the student is enrolled as expected.

Once the test is successful, make sure to activate your workflow. This ensures that every new response submitted through the Google Form will automatically enroll the student in Zenler without any manual effort. Congratulations! You’ve successfully set up automation using Pabbly Connect.

Conclusion

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

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In this tutorial, we explored how to use Pabbly Connect to automatically register students in Zenler from Google Forms submissions. By following these steps, you can streamline your enrollment process and enhance efficiency in your educational offerings. Try this automation for your own business today!