How to Automate Repetitive Tasks & Save Hours Daily

Learn how to automate repetitive tasks and save hours daily using Pabbly Connect. Step-by-step guide to integrate LinkedIn and Google Sheets. 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

1. Accessing Pabbly Connect for Automation

To automate repetitive tasks and save hours daily, the first step is to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for free.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks each month. Existing users can simply sign in. Once logged in, you will find all Pabbly applications. Click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button. Here, you will have options for the workflow builder, including a new beta version and classic version. For this tutorial, select the beta version for a more modern experience. using Pabbly Connect

• Click on ‘Select’ to proceed with the beta version.
• Name your workflow, for example, ‘Automate Repetitive Tasks and Save Hours Daily’.
• Choose a folder for your workflow, like ‘Automations’.

Finally, click the ‘Create’ button to finalize your workflow setup. You will now see your workflow ready for the next steps, where you will set up triggers and actions.

3. Setting Up Triggers in Pabbly Connect

The automation process in Pabbly Connect relies on triggers and actions. For this integration, select LinkedIn as your trigger application and specify the event as ‘Lead Notifications’. Click on ‘Connect’ to build a new connection.

When prompted, select ‘Add a New Connection’ and sign in to your LinkedIn account. Make sure to allow Pabbly Connect access to your LinkedIn account. After connection, choose your sponsored account from the drop-down menu and click ‘Save and Send Test Request’.

• Generate a test lead using your LinkedIn lead ad campaign.
• Submit the test lead form with necessary details.

Once the test lead is generated, you will receive a successful response in Pabbly Connect, confirming that your trigger is set up correctly.

4. Adding Actions in Pabbly Connect

After successfully setting up your trigger, it’s time to add an action in Pabbly Connect. Select Google Sheets as your action application and choose the event ‘Add a New Row’. Click on ‘Connect’ to proceed with the setup.

Similar to the trigger setup, select ‘Add a New Connection’ and sign in with your Google account. Allow Pabbly Connect to access your Google Sheets. Once connected, select your spreadsheet named ‘Leads’ and the specific sheet where you want the data to be added.

Map the fields from the LinkedIn lead to your Google Sheets. Include name, email, phone number, and company name in the mapping.

After mapping the required fields, click ‘Save and Send Test Request’. Check your Google Sheets to confirm that the new lead details have been successfully added as a new row.

5. Finalizing the Automation Process

With the trigger and action set up, you have successfully automated the process of adding new leads from LinkedIn to Google Sheets using Pabbly Connect. This integration will save you hours daily by eliminating manual data entry.

To summarize the steps: you selected LinkedIn as the trigger application and Google Sheets as the action application. When a new lead is received through LinkedIn ads, the lead details are automatically added to Google Sheets as a new row.

Now you can replicate this process to automate other repetitive tasks and save time in your daily operations. Explore more features of Pabbly Connect to enhance your business automation.

Conclusion

In this tutorial, we explored how to automate repetitive tasks and save hours daily using Pabbly Connect. By integrating LinkedIn and Google Sheets, you can streamline your lead management process efficiently. Start utilizing Pabbly Connect today to enhance your productivity and automate your workflows.