Integrating Pabbly, Gmail, Box, Salesforce, Asana, and Facebook Using Pabbly Connect

Learn how to integrate Pabbly, Gmail, Box, Salesforce, Asana, and Facebook using Pabbly Connect step-by-step. Automate your workflow effortlessly! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start with Pabbly Connect, first access the platform by logging into your account. If you are new, you can create a free account in just two minutes. Pabbly Connect will allow you to automate your workflows seamlessly. using Pabbly Connect

Once logged in, navigate to the dashboard. Here, you will see a blue button labeled ‘Create Workflow’. Click on it to begin setting up your integration. This is how Pabbly Connect facilitates the connection between various applications like Gmail, Salesforce, and Box.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow using Pabbly Connect. After clicking the ‘Create Workflow’ button, provide a name for your workflow. For instance, you might name it ‘Sync Contacts from MySQL to CRM’. This naming helps in identifying the workflow later. using Pabbly Connect

• Select the applications you want to integrate, such as MySQL and Liondesk.
• Choose ‘New Row’ as the trigger event for MySQL.
• Select ‘Create Contact’ as the action event for Liondesk.

By setting up these triggers and actions, you allow Pabbly Connect to automate data transfer between MySQL and your chosen CRM application efficiently.

3. Connecting Applications Through Pabbly Connect

To connect MySQL with Pabbly Connect, select ‘Add New Connection’ in the MySQL trigger setup. You will need to provide necessary details such as database username, password, host, and port. This information is crucial for establishing a connection. using Pabbly Connect

Once the connection is established, you will see your MySQL tables. Choose the table you want to monitor for new entries. For instance, if you have a table named ‘New Contacts’, select it. This is where Pabbly Connect starts fetching data automatically.

• Ensure you select a unique primary key column for accurate data capture.
• The trigger will check for new data every hour.

By connecting MySQL to Pabbly Connect, you enable automated updates to your CRM without manual intervention.

4. Creating Contacts in CRM Using Pabbly Connect

After setting up the trigger with MySQL, you can now configure the action to create contacts in your CRM. Select ‘Create Contact’ as your action event for Liondesk. Pabbly Connect will guide you through the authorization process to connect Liondesk. using Pabbly Connect

Once authorized, you will need to map the fields from MySQL to Liondesk. For example, map the first name, last name, and email from the MySQL database to the corresponding fields in Liondesk. This mapping ensures that the correct data is transferred automatically.

Select the necessary fields from the dropdown that corresponds to your MySQL data. Click on ‘Save and Send Test Request’ to check if the integration works.

If the test is successful, you will see the newly created contact in your Liondesk CRM. This confirms that Pabbly Connect has successfully automated the process.

5. Conclusion

Using Pabbly Connect simplifies the integration of various applications like Pabbly, Gmail, Box, Salesforce, Asana, and Facebook. With just a few steps, you can automate your workflow effectively. This automation saves time and reduces manual effort significantly.

By following this tutorial, you can easily set up your integrations through Pabbly Connect and enhance your productivity. Start automating today to see the benefits in your daily tasks!