Automate Selling Excel & Google Spreadsheets with Pabbly Connect

Learn how to sell Excel and Google Spreadsheets automatically using Pabbly Connect, Jotform, Razorpay, and Gmail in this detailed tutorial. 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

1. Setting Up Pabbly Connect for Automation

To automate selling Excel and Google Spreadsheets, the first step is to set up Pabbly Connect. This platform allows seamless integration between various applications. Start by visiting the Pabbly Connect website and signing up for a free account, which provides you with automation tasks each month.

Once you create your account, log in to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate your automation process. You can name your workflow something relevant, like ‘Sell Excel and Google Sheets.’ After naming, click on ‘Create’ to load your workflow, where you will find options for triggers and actions.

2. Integrating Jotform with Pabbly Connect

The next step is to connect Jotform, which will serve as the order form for customers purchasing your spreadsheets. In your Pabbly Connect workflow, set Jotform as the trigger application. Choose the trigger event as ‘New Response,’ which will activate the workflow when a customer submits the order form. using Pabbly Connect

• Open Jotform and access the form settings.
• Navigate to the Integrations tab and select Webhooks.
• Paste the webhook URL provided by Pabbly Connect.

After pasting the URL, complete the integration and test it by submitting a sample order through your Jotform. You should see the response captured in Pabbly Connect, indicating that the integration is successful.

3. Creating Payment Links with Razorpay

Once Jotform is integrated, the next step is to generate payment links using Razorpay. In your Pabbly Connect workflow, add Razorpay as the action application and select the action event as ‘Create Payment Link.’ This step is crucial for processing payments from customers. using Pabbly Connect

To set up Razorpay, you will need to connect it using your Razorpay API Key ID and Secret. Navigate to Razorpay’s settings, regenerate your test key, and copy the key ID and secret into Pabbly Connect. Make sure to map the amount from the Jotform response to ensure the customer is charged correctly.

• Map the payment amount from the Jotform response.
• Specify the currency and payment link details.
• Click ‘Save and Send Test Request’ to generate the payment link.

After generating the payment link, you can send it to the customer via email using Gmail, which is the next step in your workflow.

4. Sending Emails with Gmail

To notify customers about their payment link, add Gmail as the next action in your Pabbly Connect workflow. Choose the action event as ‘Send Email.’ This step is essential for communication, ensuring that customers receive their payment link promptly. using Pabbly Connect

Connect your Gmail account to Pabbly Connect, and then map the recipient’s email address from the Jotform response. Customize the subject line and email body to include the payment link generated in the previous step.

Map the customer’s name and payment link in the email content. Test the email sending by clicking ‘Save and Send Test Request.’

This process ensures that customers receive their payment link immediately after placing an order, enhancing their experience and streamlining the purchase process.

5. Delivering Files Upon Payment

Finally, to deliver the purchased files automatically after payment is completed, create another workflow in Pabbly Connect. Set Razorpay as the trigger application with the event ‘Payment Captured.’ This will trigger the workflow once a payment is confirmed. using Pabbly Connect

In this workflow, connect Google Sheets to retrieve the file link corresponding to the amount paid. Use the ‘Lookup Spreadsheet Rows’ action event to search for the payment amount and retrieve the file link.

Map the payment amount to find the corresponding file link. Send an email with the file link using Gmail.

This workflow ensures that once the payment is confirmed, customers receive their purchased files via email without any manual intervention, completing the automation process.

Conclusion

In conclusion, automating the sale of Excel and Google Spreadsheets using Pabbly Connect simplifies the entire process. By integrating Jotform, Razorpay, and Gmail, you can efficiently manage orders, payments, and file delivery, saving time and enhancing customer satisfaction.