Learn how to automate tasks and integrate The Happening, PAB, WhatsApp, and more using Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating applications like The Happening and PAB, first, access Pabbly Connect by navigating to the official website. You can sign in or create a new account by clicking on the ‘Sign Up for Free’ button, which grants you access to 100 free tasks monthly.
Once logged in, you will land on the dashboard of Pabbly Connect. From here, you can manage your workflows and create new automations. Click on the ‘Create Workflow’ option to start setting up your integration.
2. Creating a New Workflow in Pabbly Connect
In this section, we will create a new workflow in Pabbly Connect. After clicking ‘Create Workflow’, a dialog box will appear asking for a workflow name. Enter a descriptive name like ‘Automate Keep Using Pabbly Connect’ and select a folder to save it.
- Choose a relevant name for your workflow.
- Select a folder for better organization.
- Click ‘Create’ to save your workflow.
Once the workflow is created, you will see two key windows: Trigger and Action. The Trigger specifies the event that starts the workflow, while the Action defines the response to that trigger. Understanding these components is essential for setting up your automation effectively.
3. Setting Up Trigger and Action in Pabbly Connect
Now, let’s set up the Trigger in Pabbly Connect. Select ‘Keep’ as your trigger application and choose the event ‘New Contact Added’. This will trigger the workflow every time a new contact is added to your Keep account.
Next, click on the ‘Connect’ button to establish a connection between Keep and Pabbly Connect. You will need to log in to your Keep account and authorize the connection. Once authorized, click on ‘Save and Send Test Request’ to capture the response.
- Select ‘Keep’ as the trigger application.
- Choose ‘New Contact Added’ as the trigger event.
- Authorize the connection and test the trigger.
After testing, you will receive a response confirming that the connection is successful. This response will include the contact ID, which will be used in the next steps to retrieve contact details.
4. Retrieving Contact Details Using Pabbly Connect
After successfully capturing the contact ID, we need to retrieve the full details of the new contact. In this step, select ‘Keep’ again as your action application and choose ‘Retrieve Contact’ as the action event. This allows you to fetch the contact details using the previously captured contact ID. using Pabbly Connect
Click on ‘Connect’ to use the existing connection. You will then need to map the contact ID received from the trigger step. This mapping ensures that each new response dynamically updates the relevant information.
Select ‘Keep’ as the action application. Choose ‘Retrieve Contact’ as the action event. Map the contact ID from the trigger step.
Once you have mapped the contact ID, click ‘Save and Send Test Request’ again. This will return all the details of the contact, confirming that the integration is functioning correctly.
5. Creating a Contact in Keep from Facebook Lead Ads
In this final section, we will set up another integration scenario using Pabbly Connect. This time, we will connect Facebook Lead Ads to Keep. Start by selecting ‘Facebook Lead Ads’ as your trigger application and configure it to trigger when a new lead is generated.
Next, set Keep as your action application and choose ‘Create or Update Contact’ as the action event. Follow the same connection steps as before, authorizing Pabbly Connect to access your Keep account.
Select ‘Facebook Lead Ads’ as the trigger application. Choose ‘Create or Update Contact’ as the action event. Map the lead details to the corresponding fields in Keep.
After mapping the lead details, click ‘Save and Send Test Request’. Once the response confirms that the contact was created successfully, refresh your Keep account to verify that the new contact appears.
Conclusion
This tutorial illustrated how to use Pabbly Connect to integrate various applications, including The Happening, PAB, and others. By following the outlined steps, you can automate your workflows and enhance productivity without any coding skills.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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