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.