Watch Step By Step Video Tutorial Below
1. Generate a Connection Link with Pabbly Connect
To start using Pabbly Connect, you first need to generate a connection link. This feature allows clients to authorize their applications without sharing credentials. Begin by navigating to the settings menu on the left side of the Pabbly Connect dashboard.
From there, click on “Connections”. Here, you will see all existing connections. To create a new one, click on the “Add Connection” button and select the application you wish to connect, such as Gmail. Choose the option to request a connection via link to proceed.
2. Name Your Connection and Generate the Link
In this step, you will name your connection in Pabbly Connect. Choose a name that is easily identifiable, such as the name of the client or project. After naming it, click on the “Generate Link” button to create a secure connection link.
- Click on “Generate Link” to create the connection.
- Copy the generated link to share with your client.
- Ensure to communicate the expiry date and time of the link.
After copying the link, send it to your client. They will use this link to authorize the connection securely. This method enhances security by eliminating the need for credential sharing.
3. Client Authorization via Pabbly Connect
When your client receives the connection link, they will be prompted to authorize the application. Upon clicking the link, a window will appear asking them to accept the connection request from you.
They should click on “Accept and Connect”. After this, they will need to sign in with their Google account and grant the necessary permissions requested by Pabbly Connect. This process ensures that the client retains control over their account access.
4. Using the Connection in Workflows with Pabbly Connect
Once the connection is established, you can start using it in your workflows. For instance, if you want to send emails to Facebook leads, select Gmail as your application in Pabbly Connect.
Choose the “Send Email” event and connect to the existing Gmail connection you just created. Enter the test details, including the sender’s name and email content, and click on “Save and Send Test Request” to verify the connection.
5. Updating the Connection via Pabbly Connect
If there’s a need to update the connection, Pabbly Connect makes this process straightforward. Navigate to the connections section and click on the three dots next to your connection. Select “Update Connection via Link” to generate a new link for the client.
Your client can then use this new link to update their connection without sharing their credentials again. They will follow the same authorization steps as before, ensuring a seamless experience.
Conclusion
In summary, using Pabbly Connect for integrating applications like Gmail enhances security and simplifies the collaboration process. By generating secure connection links, clients can authorize their accounts easily without sharing sensitive information. This feature is a game-changer for automating workflows efficiently.
