Automating Data Segregation with Pabbly Connect

Learn how to automate data segregation using Pabbly Connect to integrate Google Sheets and Airtable seamlessly. Follow our step-by-step tutorial for efficient workflows. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating data segregation, first access Pabbly Connect. This platform is essential for integrating various applications like Google Sheets and Airtable. Start by visiting the Pabbly Connect website and signing up for a free account, which allows you to create workflows effortlessly.

Once logged in, you will see the dashboard where you can create new workflows. Click on the ‘Create New Workflow’ button to initiate the automation process. Pabbly Connect provides a user-friendly interface to set up triggers and actions seamlessly.

2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow named ‘Automating Data Segregation’. After naming your workflow, select a trigger application. For this example, we will use Jotform to capture new form responses. This integration is facilitated by Pabbly Connect, ensuring smooth data transfer.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the event.
• Connect your Jotform account using the provided Webhook URL.

After setting up the trigger, Pabbly Connect will capture form responses automatically. This means you won’t have to manually check for new entries, saving you valuable time.

3. Filtering Data with Pabbly Connect

The next step is to filter the captured data using the ‘Filter by Pabbly’ feature. This allows you to segregate leads based on specific criteria, such as budget. In our example, we will filter responses with a budget greater than $100.

• Set the filter condition to check if the budget is greater than $100.
• Save and test the filter to ensure it works correctly.
• Confirm that the filter returns the correct responses based on the budget.

Using Pabbly Connect for filtering ensures that only qualified leads are processed, streamlining your workflow and enhancing efficiency.

4. Storing Qualified Leads in Google Sheets

Once the data is filtered, the next action is to store the qualified leads in Google Sheets. Select Google Sheets as the action application in Pabbly Connect. Choose the event ‘Add New Row’ to ensure that each qualified lead is recorded appropriately.

Connect your Google account to allow Pabbly Connect access. Create a new Google Sheet to organize your leads. Map the fields from Jotform to the corresponding columns in Google Sheets.

This process ensures that all relevant information is captured and stored dynamically without manual input, thanks to Pabbly Connect facilitating the integration.

5. Testing the Integration Process

After setting up the integration, it’s essential to test the workflow to ensure everything functions smoothly. Submit a test response through the Jotform to verify that it meets the filter criteria.

Check your Google Sheets to confirm that the new row is added correctly if the budget exceeds $100. If the response does not meet the criteria, ensure that no new row is created in Google Sheets. This testing phase validates the efficiency of your automation, powered by Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate data segregation using Pabbly Connect. By integrating Jotform, Google Sheets, and utilizing the filtering feature, you can streamline your lead management process. This automation not only saves time but also enhances your overall operational efficiency.