Author: Rajpal Tomar

Learn how to automatically add Facebook leads to Follow Up Boss using Pabbly Connect in this step-by-step tutorial. Streamline your lead management process today! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate the process of adding Facebook leads to Follow Up Boss, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to connect multiple applications seamlessly without any coding skills.

Once on the homepage, you will see options to either sign in or sign up for free. If you’re a new user, click on the ‘Sign up for free’ button to create your account. After creating your account, you will receive 100 free tasks each month to explore the functionalities of Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to start a new automation. A dialog box will prompt you to name your workflow; you can name it ‘Facebook Leads to Follow Up Boss Automatically’.

• Provide a name for your workflow.
• Select a folder to save your workflow.
• Click ‘Create’ to proceed.

Once the workflow is created, you will see two windows: one for the trigger and one for the action. The trigger is set to Facebook Lead Ads, and the action will be Follow Up Boss. This setup allows you to automate the process efficiently using Pabbly Connect.

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3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application. The trigger event should be set to ‘New Lead Instant’, which will activate the workflow whenever a new lead is generated. Click on ‘Connect’ to establish a connection with your Facebook Lead Ads account.

When prompted, select ‘Add New Connection’ to connect your Facebook account. After successful authorization, you will need to select your Facebook page and the lead generation form you created. Click on ‘Save and Send Test Request’ to ensure the connection is working properly.

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4. Testing the Integration with Facebook Leads

After setting up the trigger, Pabbly Connect will show ‘Waiting for Webhook Response’. This means you need to submit a test lead to capture the response. Navigate to the Meta for Developers page and select the Lead Ads Testing Tool.

• Choose your Facebook page and lead form.
• Click on ‘Preview Form’ to fill out the test lead.
• Submit the form with dummy details.

Once submitted, return to Pabbly Connect to see if the response has been captured successfully. You should see the lead details appear, confirming that the integration is functioning as expected.

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5. Adding Leads to Follow Up Boss

With the trigger successfully set, the next step is to add the captured lead to Follow Up Boss. In Pabbly Connect, select Follow Up Boss as your action application. The action event should be ‘Create New Person’, which allows you to add the lead as a new contact in your CRM.

To connect Follow Up Boss, select ‘Add New Connection’ and enter your API key obtained from your Follow Up Boss account. Make sure to leave the password field blank if you are entering the API key. After connecting, you will need to map the lead details from Facebook to Follow Up Boss.

Map the first name, last name, email, phone number, and city from the lead response. Select ‘Lead’ as the stage for the new person. Click ‘Save and Send Test Request’ to finalize the setup.

After saving, you should receive a confirmation that the person has been created in Follow Up Boss. This indicates that your automation is complete and functioning correctly, allowing for seamless lead management.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add Facebook leads to Follow Up Boss. By following these steps, you can streamline your lead management process and enhance your real estate business efficiency. Automate your workflows today with Pabbly Connect for better productivity!

Learn how to sync Asana tasks with Toggl Track tasks using Pabbly Connect. Step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To sync Asana tasks with Toggl Track tasks, start by accessing Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. If you’re a new user, sign up for free to get started with 100 tasks per month.

As an existing user, log in to your Pabbly Connect account. On the dashboard, click on the ‘Create Workflow’ button to set up your automation. Here, you will name your workflow, such as ‘Sync Asana Tasks with Toggl Track Tasks,’ and save it in an appropriate folder.

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2. Setting Up Trigger and Action in Pabbly Connect

In this section, you will define the trigger and action for your workflow using Pabbly Connect. The trigger application is Asana, and the action application is Toggl Track. Select Asana as your trigger application and choose the event ‘New Task in Project’ as the trigger event.

• Select Asana as the trigger application.
• Choose ‘New Task in Project’ as the trigger event.
• Proceed to select Toggl Track as the action application.
• Select ‘Create New Task’ as the action event.

Now, you have established the basic framework for your automation. The next step is to connect Asana with Pabbly Connect by clicking on the connect button. This will allow Pabbly Connect to access your Asana account and trigger actions whenever a new task is created.

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3. Connecting Asana and Toggl Track to Pabbly Connect

To connect Asana with Pabbly Connect, click on ‘Connect with Asana’ and authorize the connection. Once the authorization is successful, you will see that Asana is now connected to Pabbly Connect. Next, you will need to select the specific project in Asana where the tasks will be created.

After selecting the project, click on ‘Save and Test Request.’ This step is crucial as it will wait for a response from Asana, confirming that the connection is live. Now, create a new task in Asana, for example, ‘Create Content Calendar for Clients.’ Assign it to a user and set the due date.

• Create a new task in Asana to test the connection.
• Ensure the task details are captured in Pabbly Connect.
• Confirm that the response from Pabbly Connect is positive.

Once the task is created, you will see the task details reflected in Pabbly Connect. This confirms that the trigger is set up correctly and ready to send data to Toggl Track.

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4. Creating Tasks in Toggl Track Using Pabbly Connect

After confirming the successful capture of task details from Asana, it’s time to create the corresponding task in Toggl Track using Pabbly Connect. Click on the connect button for Toggl Track and enter your credentials to establish the connection. Make sure to select the right version for actions.

Once connected, select your Toggl Track workspace and project. Then, map the task name from Asana to the task name field in Toggl Track. This mapping is essential as it ensures that the task created in Toggl Track reflects the same name as the one in Asana.

Map the Asana task name to the Toggl Track task name field. Optionally, set the task status to active or done. Click on ‘Save and Send Test Request’ to finalize the task creation.

After saving, you should receive a positive response confirming that the task has been created in Toggl Track. This means your integration is working successfully, allowing seamless task management across both platforms.

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Conclusion

Using Pabbly Connect, syncing Asana tasks with Toggl Track tasks is a straightforward process. By following the outlined steps, you can automate task creation and streamline your workflow effectively. This integration enhances productivity by ensuring that tasks are consistently updated across both applications.

Learn how to send WhatsApp messages with dynamic links using WATI and Pabbly Connect in this detailed tutorial. Explore the integration steps and features. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages with dynamic links, start by accessing Pabbly Connect. This platform allows you to create automated workflows that integrate various applications, including WATI for WhatsApp messaging.

Log in to your Pabbly Connect account and navigate to the dashboard. Here, you can set up a new workflow that connects WATI with other applications, such as Calendly, to facilitate sending personalized WhatsApp messages.

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2. Creating WhatsApp Message Templates in WATI

Within WATI, you can create WhatsApp message templates that include dynamic links. Start by selecting the option to create a new template. In this template, you can add various elements like buttons for user interaction.

• Choose between quick reply buttons or call to action buttons.
• For dynamic links, select the option to visit a website.
• Specify whether the link is static or dynamic.

In your template, you can set multiple buttons, such as a reschedule option or a coupon code. The dynamic link will ensure that each recipient receives a personalized URL when you send the WhatsApp message through Pabbly Connect.

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3. Setting Up Your Pabbly Connect Workflow

After creating your WhatsApp template in WATI, return to Pabbly Connect to set up the workflow. Begin by selecting Calendly as the trigger app. This allows you to initiate the workflow whenever a new appointment is booked.

In the trigger setup, map the necessary fields, such as the user’s phone number and appointment details. This data will be used to personalize the WhatsApp message sent via WATI. Ensure that you select the correct template you created earlier in WATI for the WhatsApp message.

• Map the phone number from Calendly responses.
• Select the template from WATI that includes dynamic links.
• Set up custom parameters for personalization.

By using Pabbly Connect, you can seamlessly link the data from Calendly to your WhatsApp message, ensuring that each user receives relevant information.

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4. Sending WhatsApp Messages with Dynamic Links

Once your workflow is set up, you can send WhatsApp messages with dynamic links. In the action step of Pabbly Connect, select WATI to send the message. Here, you will enter the custom parameters needed for your message template.

For dynamic links, ensure that you include the unique part of the URL that changes for each user. This can be extracted from the response received from Calendly. Map these dynamic values into your WhatsApp message template to personalize the message for each recipient.

Input the user’s name, appointment date, and dynamic URL in the message. Test the setup by sending a test message through Pabbly Connect. Verify that the message received on WhatsApp contains the correct dynamic link.

By following these steps, you can effectively use Pabbly Connect to automate the sending of WhatsApp messages with dynamic links, enhancing user engagement and communication.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages with dynamic links using WATI and Pabbly Connect. By integrating these platforms, you can automate personalized messaging and enhance user interaction efficiently.

Learn how to create a new Follow Up Boss person from Google Sheets using Pabbly Connect. This step-by-step tutorial guides you through the integration process.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To start creating a new Follow Up Boss person from Google Sheets, you’ll first need to access Pabbly Connect. This powerful automation software allows you to connect various applications seamlessly. If you’re an existing user, simply sign in; if not, you can sign up for a free account to get started.

Once logged in, navigate to the dashboard. Here, you’ll find the option to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will then be prompted to name your workflow. Name it something descriptive, like ‘Create New Follow Up Boss Person from Google Sheets’.

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Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow in Pabbly Connect. The trigger application is Google Sheets, and the action application will be Follow Up Boss. The trigger event you need to select is ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or updated in your Google Sheets, it will trigger the workflow.

Next, you will set the action application. Search for Follow Up Boss and select it. The action event will be to create a new person. This setup ensures that every time a new lead is added to Google Sheets, a corresponding person will be created in Follow Up Boss.

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Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge for data transfer. In your Google Sheets, go to the Extensions menu, and ensure you have the Pabbly Connect Webhooks extension installed. If not, you can find it in the add-ons section.

Once the extension is installed, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL you copied from Pabbly Connect. Set the trigger column, which should be the final data column that will send data to Pabbly Connect when updated. After this, click on ‘Submit’ to save your settings.

• Ensure the webhook URL is correctly pasted in the setup.
• Select the correct trigger column for data capture.

Now, whenever a new lead detail is added to your Google Sheets, it will automatically send the data to Pabbly Connect.

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Creating a New Person in Follow Up Boss

With the connection established, you can now create a new person in Follow Up Boss using the lead details captured by Pabbly Connect. Click on the connect button in the Follow Up Boss action window. You will need to enter your API key to establish this connection. To obtain your API key, log into your Follow Up Boss account, navigate to Admin > API, and create a new API key.

Once you have your API key, paste it into the appropriate field in Pabbly Connect. Leave the password field blank as instructed. After saving, you can proceed to map the fields from the Google Sheets response to the corresponding fields in Follow Up Boss.

• Map the first name, last name, and email from the Google Sheets response.
• Ensure all relevant fields are filled to create a new person successfully.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify the connection. If successful, a new person will be created in your Follow Up Boss account.

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Conclusion

In this tutorial, we detailed how to use Pabbly Connect to create a new Follow Up Boss person from Google Sheets. By following these steps, you can automate the process of adding leads to your CRM seamlessly. This integration not only saves time but also ensures accuracy in your data management.

Learn how to automate Google Calendar event creation for Nifty tasks using Pabbly Connect with this step-by-step 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

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1. Setting Up Pabbly Connect for Google Calendar and Nifty Task Integration

To create a Google Calendar event for Nifty tasks, we will use Pabbly Connect. Start by accessing the Pabbly Connect website and signing in or signing up for a free account. This process is quick and will allow you to automate tasks effectively.

Once logged in, navigate to the dashboard. Click on the ‘Access Now’ button under the Pabbly Connect section to begin creating a new workflow. This is where you will set up the integration between Nifty and Google Calendar.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow to automate event creation. Click on the ‘Create Workflow’ button. Name your workflow ‘Create Google Calendar Event for Nifty Task’ and select the folder where you want to save it. using Pabbly Connect

• Click on ‘Create’ to proceed.
• You will see two sections: Trigger and Action.
• Select ‘Nifty’ as the trigger application.

After selecting Nifty, choose the trigger event as ‘Task Created’. This means that whenever a new task is created in Nifty, it will trigger the workflow to create an event in Google Calendar.

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3. Connecting Nifty to Pabbly Connect

To connect Nifty with Pabbly Connect, you will need to copy the webhook URL provided. Go to your Nifty account, access the profile settings, and find the App Center.

In the App Center, choose ‘Integrate with API’ and select the option to create a new app for webhook. Paste the copied webhook URL and select the trigger event as ‘Task Created’. Click on ‘Create Webhook’ to finalize the connection.

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4. Setting Up Google Calendar Integration

Now, it’s time to set up the action app, Google Calendar. In Pabbly Connect, add another action step and select Google Calendar. Choose the action event as ‘Create Event’. Connect your Google Calendar account by allowing Pabbly Connect to access it. using Pabbly Connect

Next, select the calendar where you want to create the event. For the event title, map it to the task name from the Nifty trigger response. Similarly, map the task description to the event description in Google Calendar.

• Set the start date and time using the task creation time.
• Set the end date and time using the task due date.

After filling in the required details, click on ‘Save and Send Test Request’ to ensure that the integration works correctly. You should receive a positive response indicating the event has been created in Google Calendar.

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5. Testing the Integration with a New Task

To test the integration, create a new task in Nifty. Fill in the task name, description, due date, and other necessary details. Once you create the task, Pabbly Connect will automatically trigger the workflow and create a corresponding event in Google Calendar.

Check your Google Calendar to confirm that the event has been created successfully. The event should reflect the task details you entered in Nifty, including the title and description.

This seamless integration between Nifty and Google Calendar through Pabbly Connect allows for efficient task management and scheduling.

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Conclusion

In this tutorial, we demonstrated how to automate Google Calendar event creation for Nifty tasks using Pabbly Connect. By following the steps outlined, you can enhance your productivity and ensure that your task management is synchronized with your calendar.

Learn how to integrate WhatsApp messages into Google Sheets using Pabbly Connect. Step-by-step guide for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To add WhatsApp messages in Google Sheets, you need to start by accessing Pabbly Connect. This platform is essential for creating the automation process between WhatsApp and Google Sheets.

First, navigate to the Pabbly Connect website. If you are a new user, you can sign up for free, which allows you to get 100 free tasks every month. After signing in, you will see the dashboard with various applications. Click on ‘Access Now’ for Pabbly Connect to begin.

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2. Creating a Workflow in Pabbly Connect

Next, you will need to create a workflow in Pabbly Connect. This workflow will manage the automation between WhatsApp and Google Sheets. Click on ‘Create Workflow’ to initiate this process.

• Name your workflow as ‘Add WhatsApp messages in Google Sheets’.
• Select a folder to save your workflow, ideally the ‘WhatsApp Automations’ folder.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is where you will set up the WhatsApp Cloud API, and the action will be for Google Sheets.

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3. Setting Up the Trigger with WhatsApp Cloud API

To set up the trigger in Pabbly Connect, click on the arrow to choose your trigger application. Select ‘WhatsApp Cloud API’ as your trigger application.

Now, choose the trigger event as ‘Message Notification’. This means that every time a new message is received on your WhatsApp Cloud API number, Pabbly Connect will capture this response. You will then be provided with a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your WhatsApp Cloud API settings and paste the webhook URL in the callback URL field.
• Enter the verify token and click on ‘Verify and Save’.

This setup allows Pabbly Connect to monitor incoming messages on your WhatsApp Cloud API.

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4. Adding a Filter for Incoming Messages

After setting up the trigger, you need to add a filter in Pabbly Connect. This filter ensures that only messages from customers are recorded in Google Sheets.

Click on the add button to choose the application as ‘Filter’. Select the action event as ‘Filter Values’. This step is crucial as it defines the conditions under which data will be sent to Google Sheets.

Select the response from the previous trigger step that indicates a message has been received. Choose the filter type as ‘Exists’ to capture only customer messages. Click on ‘Save and Send Test Request’ to finalize the filter setup.

This filtering process allows you to focus solely on relevant messages from your customers, making your data management more efficient.

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5. Finalizing Integration with Google Sheets

The last step involves setting up the action to send the captured messages to Google Sheets via Pabbly Connect. Click on the arrow to choose Google Sheets as your action application.

Select ‘Add New Row’ as the action event. This means every time a message is received, a new row will be created in your specified Google Sheets document.

Connect your Google Sheets account by clicking on ‘Sign in with Google’. Select the spreadsheet and sheet where you want to save the data. Map the data fields for name, phone number, and message from the previous steps.

After saving these settings, every new message received will be recorded in your Google Sheets, ensuring you have a complete log of customer interactions.

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Conclusion

In this tutorial, we explored how to add WhatsApp messages in Google Sheets using Pabbly Connect. By setting up triggers, filters, and actions, you can automate your workflow efficiently and keep track of customer communications seamlessly.

Learn how to automate daily weather updates in Google Slides using Pabbly Connect. This guide provides step-by-step instructions for integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Setting Up Pabbly Connect for Daily Weather Updates

To update Google Slides for daily weather updates, we will use Pabbly Connect. Start by accessing the Pabbly Connect dashboard. Sign up for a free account if you don’t have one, or log in if you do.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the workflow section where you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow, and select the appropriate folder for organization.

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2. Scheduling the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. We will use the ‘Schedule by Pabbly’ app to automate daily updates. Select ‘Schedule’ as the trigger application and choose the frequency of the workflow.

• Select ‘Every Day’ as the frequency.
• Choose a time for the trigger; for example, 7 a.m.

After setting the frequency and time, click on ‘Save’ to confirm your trigger settings. This ensures that your workflow will run automatically every day at the specified time.

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3. Connecting to Weather API Using Pabbly Connect

In this step, we will connect to the Weather API through Pabbly Connect. Select ‘API by Pabbly’ as the action application. The action event will be ‘Execute API Request’ which allows us to retrieve weather data.

To set this up, paste your Weather API key into the designated field. Then, specify the parameters such as location, number of days for the forecast, and whether to include air quality data. Ensure to select the correct response format, which should be JSON.

• Enter your location (e.g., Bal) for weather updates.
• Choose the number of forecast days (typically 1).

After configuring these settings, click on ‘Save’ and test the request to ensure that you receive the correct weather data.

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4. Updating Google Sheets with Weather Data

Now that we have the weather data, we will update Google Sheets using Pabbly Connect. Select Google Sheets as the action application and choose ‘Update Row’ as the action event. This will allow us to insert the weather data into our spreadsheet.

Connect your Google Sheets account by clicking on ‘Add New Connection’ and authorizing access. Once connected, specify the spreadsheet and the row index where the weather data will be updated. For example, if you want to update row 2, enter that value in the row index field.

Select the spreadsheet containing your weather forecast. Map the maximum and minimum temperature fields from the API response.

After mapping the fields, click on ‘Save’ and test the request to confirm that the data is correctly updated in your Google Sheets.

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5. Refreshing Google Slides with Updated Data

The final step is to ensure that your Google Slides reflect the updated weather data. In Pabbly Connect, select Google Slides as the action application and choose the ‘Refresh Chart’ action event to automatically update your presentation.

Connect your Google Slides account by clicking on ‘Add New Connection’ and authorizing access. Then, select the specific presentation and chart object ID that you want to refresh. This will ensure that your Google Slides presentation always displays the latest weather information.

Choose the correct presentation from your Google Slides account. Select the chart object ID that corresponds to your weather data.

After filling in these details, click on ‘Save’ and test the request. This will confirm that your Google Slides are updated automatically whenever the weather data changes in Google Sheets.

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Conclusion

By following these steps, you can easily automate the process of updating Google Slides for daily weather updates using Pabbly Connect. This integration allows you to save time and ensure your presentations are always current with the latest weather data.

Learn how to automate Google Forms submissions into Airtable using Pabbly Connect. This step-by-step tutorial guides you through the integration process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Accessing Pabbly Connect for Google Forms and Airtable Integration

To integrate Google Forms submissions into Airtable, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the ‘All Apps’ window. Here, select Pabbly Connect by clicking on ‘Access Now’. This will take you to the Pabbly Connect dashboard where you can create a workflow for your automation.

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2. Creating a Workflow in Pabbly Connect

To begin the automation process, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and a dialog box will prompt you to name your workflow. Enter a name like ‘Airtable Record for Google Form Submission’.

• Choose a specific folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: ‘Trigger’ and ‘Action’. The trigger will be Google Forms, and the action will be Airtable. This setup is crucial for the automation to work effectively.

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3. Setting Up Google Forms as the Trigger in Pabbly Connect

In this step, you will set Google Forms as the trigger application in Pabbly Connect. Click on the arrow in the trigger section and select ‘Google Forms’ as your trigger application. The trigger event will be ‘New Response Received’.

Pabbly Connect will generate a webhook URL. This URL is essential for connecting Google Forms to Pabbly Connect. Copy the webhook URL and follow the steps to link it with your Google Form:

• Open your Google Form and navigate to the ‘Responses’ tab.
• Click on ‘Link to Sheets’ and create a new spreadsheet.

Once the spreadsheet is created, you will link it back to Pabbly Connect so that every new form submission is captured automatically.

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4. Connecting Google Sheets to Pabbly Connect

After creating the Google Sheets, you need to connect it to Pabbly Connect. Click on ‘Extensions’ in Google Sheets, then select ‘Add-ons’ and search for ‘Pabbly Connect Webhooks’. Install it if you haven’t done so already.

Once installed, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’. Choose ‘Initial Setup’ and paste the copied webhook URL into the dialog box. Set the trigger column as the last column where data will be added (for example, Column F).

Submit a dummy form response to test the connection. Ensure that the ‘Send on Event’ option is checked to capture responses automatically.

Once this is set up, go back to Pabbly Connect to check if the response has been captured successfully.

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5. Setting Up Airtable as the Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure Airtable as the action application in Pabbly Connect. Click on the arrow in the action section and select ‘Airtable’. Choose the action event as ‘Create Record’.

Connect your Airtable account with Pabbly Connect by clicking on ‘Add New Connection’. Once connected, select the base you created in Airtable for storing customer data.

Map the fields from Google Forms to Airtable, such as first name, last name, email, mobile number, and remarks. Click on ‘Save and Send Test Request’ to test if the record is created successfully.

Check your Airtable to confirm that the new record has been created based on the form submission. This completes the integration process between Google Forms and Airtable using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Google Forms submissions into Airtable using Pabbly Connect. By following the steps outlined, you can automate the process of collecting customer feedback efficiently. This integration ensures that every form submission is recorded in Airtable without manual effort, enhancing your workflow.

Learn how to initiate signature requests using BunnyDoc through Pabbly Connect. Step-by-step tutorial on automating the process without coding. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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Accessing Pabbly Connect for Signature Requests

To initiate signature requests using BunnyDoc, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and choose to either sign in or sign up for a free account. New users can create an account to explore Pabbly Connect’s features, including automating signature requests.

Once logged in, navigate to the dashboard where you can manage your workflows. This is where you will set up the integration between Airtable and BunnyDoc. Pabbly Connect simplifies this process, allowing you to automate tasks without any coding skills.

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Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to automate the signature request process. Click on the ‘Create Workflow’ option and name it ‘Initiate Signature Request using BunnyDoc.’ You can also select a folder to organize your workflow.

After naming your workflow, you will see two sections: Trigger and Action. Here, you will select Airtable as your trigger application and BunnyDoc as your action application. This setup allows you to send a signature request automatically whenever a new record is added in Airtable.

• Select Airtable as the trigger application.
• Choose ‘New Record’ as the trigger event.
• Connect your Airtable account to Pabbly Connect.

After completing these steps, you will have set up the foundation for your automation. Pabbly Connect will now listen for new records in Airtable to trigger the signature requests.

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Connecting Airtable to Pabbly Connect

To connect Airtable to Pabbly Connect, you need to provide access to your Airtable account. Click on ‘Connect with Airtable’ and grant the necessary permissions. Ensure you select the correct base and table where your records will be stored.

After establishing the connection, you must create a field named ‘Created’ in your Airtable schema with the field type set to ‘Created Time.’ This setup allows Pabbly Connect to capture the trigger response effectively. Once the field is created, save the configuration.

• Select the base named ‘Customers Data’.
• Choose the table you are using, such as ‘Table 1’.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once the test is successful, you will receive a response from Airtable, confirming that the connection is established correctly. This step is crucial for ensuring that Pabbly Connect can automate the signature request process seamlessly.

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Initiating Signature Requests with BunnyDoc

Now that Airtable is connected to Pabbly Connect, you can proceed to set up BunnyDoc as your action application. Select BunnyDoc and choose ‘Send Signature Request’ as the action event. Click on ‘Connect Now’ to establish the connection with your BunnyDoc account.

During this step, you will need to enter your BunnyDoc API key. To find your API key, log into your BunnyDoc account, navigate to the API section, and create a new API key. Copy this key and paste it into Pabbly Connect to complete the connection.

Select the template ID for the document you want to send for signature. Map the recipient’s name and email address from Airtable data. Customize the email message to include a personal touch.

After configuring these details, click on ‘Save and Send Test Request’. If successful, you will see confirmation that the signature request has been sent through BunnyDoc, completing the automation process.

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Conclusion

In this tutorial, we explored how to initiate signature requests using BunnyDoc integrated with Pabbly Connect. By setting up a workflow that connects Airtable and BunnyDoc, you can automate sending signature requests seamlessly. This process eliminates manual efforts and enhances efficiency in handling signature requests.

Learn how to automate sending birthday wishes to your Google Contacts using Pabbly Connect and WhatsApp Cloud API. Follow our step-by-step guide for seamless integration.

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1. Introduction to Pabbly Connect for Birthday Wishes

In this tutorial, we will explore how to use Pabbly Connect to send automated birthday wishes to your Google Contacts via WhatsApp. This process allows you to set up an automated workflow that runs daily, sending personalized messages to your contacts on their special day.

To get started, you’ll need to sign up for a free account on Pabbly Connect. Once registered, you can access the dashboard where you can create and manage your workflows. This tutorial will guide you through each step required to set up this automation seamlessly.

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2. Setting Up Your Workflow in Pabbly Connect

First, log into your Pabbly Connect account and navigate to the dashboard. Here, you will create a new workflow specifically for sending birthday wishes. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Send Automated Birthday Wishes to Google Contacts.’

After naming your workflow, you will need to set the trigger for when this workflow should run. Select ‘Schedule by Pabbly’ as your trigger application and choose to run it daily at a specific time. For instance, you can set it to trigger at 10:00 AM every day.

• Log into your Pabbly Connect account.
• Click ‘Create Workflow’ and name it.
• Select ‘Schedule by Pabbly’ as the trigger.
• Set the trigger to run daily at your chosen time.

With the trigger set, your workflow is ready to start fetching the current date and sending birthday wishes to your contacts.

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3. Fetching Current Date for Birthday Wishes

Next, we will use another action in Pabbly Connect to fetch the current date. Select ‘Date Time Formatter’ as your action application and choose ‘Current Date’ as the action event. This will allow you to retrieve today’s date in the required format.

Make sure to select the appropriate date format, such as ‘YYYY-MM-DD’, and click on ‘Save and Send Test Request’ to confirm that the current date is being fetched correctly. This step is crucial as it will determine whether the birthday wishes are sent on the right day.

• Select ‘Date Time Formatter’ in Pabbly Connect.
• Choose ‘Current Date’ as the action event.
• Set the date format to ‘YYYY-MM-DD’.
• Click ‘Save and Send Test Request’ to verify.

By successfully fetching the current date, your workflow can now compare it against the birth dates of your Google Contacts.

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4. Retrieving Google Contacts with Pabbly Connect

Now, you need to retrieve your Google Contacts so that you can check their birth dates. Add a new action step in Pabbly Connect and select ‘Google Contacts’ as the action application. Choose ‘Get All Contacts’ as the action event to fetch the details of your contacts.

Connect your Google account if you haven’t done so already. Once connected, you can specify how you want to sort the contacts, for example, by first name in ascending order. Click ‘Save and Send Test Request’ to retrieve the contact details.

Select ‘Google Contacts’ as the action application. Choose ‘Get All Contacts’ as the action event. Connect your Google account to Pabbly Connect. Sort contacts by first name and save the request.

This action will provide you with a list of all your contacts, which can be used to check if their birthdays match the current date.

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5. Sending Birthday Wishes via WhatsApp Cloud API

The final step is to send the birthday wishes using the WhatsApp Cloud API. Add another action step in Pabbly Connect and select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the action event to configure your message.

Connect your WhatsApp Cloud API account by entering the required details such as the token and phone number ID. After setting up the connection, select the message template you created for birthday wishes. Ensure to map the recipient’s phone number and the name variable correctly to personalize the message.

Select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the action event. Map the recipient’s phone number and name variable. Click ‘Save and Send Test Request’ to send the message.

Upon successful execution, your contacts will receive personalized birthday wishes via WhatsApp, completing the automation process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate sending birthday wishes to your Google Contacts using Pabbly Connect and WhatsApp Cloud API. By following these steps, you can easily set up personalized birthday messages to be sent automatically, ensuring your contacts feel appreciated on their special day.

Utilizing Pabbly Connect for this integration allows for a seamless experience, making it easier to manage communications with your contacts without any coding skills required.