Automate Your Email Marketing with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Simply, PAB, and other applications with Pabbly Connect for seamless email marketing automation. Follow this detailed tutorial for step-by-step instructions. 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 Integration

To start integrating Simply, PAB, and other applications, you need to access Pabbly Connect. Begin by typing the URL in your browser to reach the Pabbly Connect homepage.

On the homepage, you will find options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can directly sign in. Pabbly Connect offers 100 free tasks every month to explore its features.

2. Creating a Workflow in Pabbly Connect

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ option.

A dialog box will appear for you to name your workflow. For example, name it ‘Automate Email Marketing’. Select a folder to save your workflow, such as ‘Email Automation’. After naming and selecting the folder, click on ‘Create’. You will see two windows: Trigger and Action.

• Select ‘Trigger’ to define what event will start your automation.
• Choose ‘Action’ to determine what happens when the trigger event occurs.

This setup is essential to automate your email marketing process effectively using Pabbly Connect.

3. Setting Up Trigger with Simply

To set up a trigger, select Simply as your trigger application in Pabbly Connect. Choose the trigger event, such as ‘Subscriber Created’. This event will initiate the workflow when a new subscriber is added.

Next, click on the ‘Connect’ button to establish the connection. If this is your first connection, select ‘Add New Connection’ and log in to your Simply account. After granting permissions, the connection will be successfully established.

• Name your webhook, for instance, ‘New Subscribers’.
• Click ‘Save and Send Test Request’ to test the connection.

After setting up the trigger, create a subscriber in Simply to test if the response is captured successfully in Pabbly Connect.

4. Setting Up Action with Google Sheets

In this section, you will set up an action in Pabbly Connect. Select Google Sheets as your action application. Choose the action event, such as ‘Create Spreadsheet Row’. This action will log the subscriber’s information into a Google Sheet.

Connect your Google Sheets account in the same way as you did with Simply. Once connected, map the fields from the trigger to the action fields. For instance, map the subscriber’s email, name, and phone number from Simply to the respective fields in Google Sheets.

Ensure all required fields are filled for proper data logging. Click ‘Save and Send Test Request’ to confirm the action setup.

Once the test request is successful, your integration is complete, and subscriber data will be logged in Google Sheets automatically.

5. Finalizing the Integration with Facebook Leads

For the final integration, you will use Facebook Lead Ads as a trigger to add leads directly to Simply using Pabbly Connect. Select Facebook Lead Ads as your trigger application and set the trigger event to ‘New Lead’.

After connecting your Facebook account, map the lead data to Simply’s fields. This will ensure that every new lead generated from Facebook will automatically be added as a subscriber in Simply. Follow a similar process as previously described for connecting and mapping data.

Select the action event in Simply as ‘Create or Update Subscriber’. Map the lead’s information from Facebook to the subscriber fields in Simply.

This final step ensures that your leads from Facebook are seamlessly integrated into your email marketing efforts using Pabbly Connect.

Conclusion

By following this detailed tutorial, you can effectively automate your email marketing using Pabbly Connect. Integrating Simply, PAB, and other applications streamlines your processes and enhances productivity. With Pabbly Connect, you can automate tasks without any coding skills, making it an invaluable tool for your business.