Learn how to integrate Botbaba with Google Sheets and Encharge using Pabbly Connect. This step-by-step tutorial covers the entire process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To start integrating Botbaba with Google Sheets and Encharge, first access Pabbly Connect by visiting the dashboard. You can create a free account by clicking on the ‘Sign Up Free’ button, which gives you access to 100 free automation tasks each month. Once logged in, navigate to the dashboard to begin creating your workflow.
Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Botbaba to Google Sheets and Encharge Automation’. After naming your workflow, click on the ‘Create’ button to load the workflow page where you will set up the trigger and action for your automation.
2. Creating a Trigger with Botbaba in Pabbly Connect
In this section, you will set up the trigger for your automation using Pabbly Connect. Click on the trigger section and search for the Botbaba application. Select it and choose the trigger event as ‘New Bot Conversation’. This event will initiate the workflow when a conversation ends in your Botbaba chatbot.
Next, click on ‘Connect’ and choose ‘Add New Connection’. You will need to enter the authorization token from your Botbaba account. To find this token, go to your Botbaba dashboard, click on ‘Edit Profile’, and copy the authorization token from the profile section. Paste this token into the field in Pabbly Connect and click ‘Save’.
- Access Botbaba dashboard and click on ‘Edit Profile’.
- Locate and copy the authorization token.
- Paste the token into Pabbly Connect and click ‘Save’.
Once connected, you will see the Bot ID automatically populated. Click on ‘Save and Send Test Request’ to test the connection. Start a demo conversation in your Botbaba chatbot to generate test data, which will be fetched by Pabbly Connect.
3. Adding Data to Google Sheets via Pabbly Connect
After successfully setting up the trigger, the next step is to add the captured data into Google Sheets using Pabbly Connect. In the action step, search for Google Sheets and select it. Choose the action event ‘Add New Row’ to insert the captured details into your spreadsheet.
Click on ‘Connect’ and select ‘Add New Connection’. You will then need to authenticate your Google account by providing access to Pabbly Connect. Select the Google account linked to your Google Sheets and click ‘Continue’ to establish the connection.
- Select your Google Sheets account in the connection setup.
- Choose the spreadsheet where you want to add the data.
- Map the fields from the Botbaba conversation to the corresponding columns in Google Sheets.
Once the connection is established, you can map the fields such as name, email, and mobile number from the Botbaba response into the appropriate columns of your Google Sheets. After mapping the details, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your spreadsheet.
4. Adding Customer Data to Encharge Using Pabbly Connect
Now that you have successfully added data to Google Sheets, the next step is to add the same customer data to Encharge through Pabbly Connect. Click on the plus icon to add another action step and search for Encharge. Select the action event ‘Add or Update Person’. This action will create or update a person in your Encharge account.
Once again, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to allow Pabbly Connect access to your Encharge account. After granting access, you will set up the fields required for creating a person in Encharge, such as email, name, and other relevant details.
Map the email field to the email captured from Botbaba. Use the full name field to map the name from the Botbaba conversation. Fill in any additional fields as necessary.
After mapping the required fields, click on ‘Save and Send Test Request’. This will create a new person in your Encharge account with the details captured from the Botbaba conversation.
5. Conclusion: Automating Your Workflow with Pabbly Connect
By following these steps, you have successfully integrated Botbaba with Google Sheets and Encharge using Pabbly Connect. This automation allows you to efficiently manage customer data without manual intervention. As new conversations end in your Botbaba chatbot, the details will be automatically added to both Google Sheets and Encharge.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!
Setting up this automation only needs to be done once, and you can benefit from it continuously as your chatbot engages with leads. With Pabbly Connect, you can streamline your data management process and enhance productivity.
Start using this powerful integration today to maximize your efficiency and improve your lead management strategies.