How to Add Updated Zoho CRM Lead in Google Sheets Using Pabbly Connect

Learn how to seamlessly add updated Zoho CRM leads to Google Sheets using Pabbly Connect with this detailed, step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Zoho CRM and Google Sheets

To add updated Zoho CRM leads in Google Sheets, you first need to set up Pabbly Connect. This integration allows automatic data transfer between Zoho CRM and Google Sheets whenever a lead is updated. Start by signing into your Pabbly Connect account. If you’re a new user, you can sign up for free and get 100 tasks each month.

After signing in, navigate to Pabbly Connect and click on the ‘Access Now’ button to reach your dashboard. From there, click on the ‘Create Workflow’ button to initiate a new integration workflow. Name your workflow appropriately, for example, ‘ADD Updated Zoho CRM Lead in Google Sheets,’ and save it in a folder for easy access.


2. Configuring the Trigger with Zoho CRM

The next step involves configuring the trigger application in Pabbly Connect. Select Zoho CRM as your trigger application. The trigger event should be set to ‘Update Module Entry’. This means that the workflow will be activated whenever an existing lead entry is updated in Zoho CRM.

After selecting the trigger event, you’ll need to establish a connection between Zoho CRM and Pabbly Connect. Click on ‘Connect’ and either use an existing connection or create a new one by entering your domain from Zoho CRM. Accept the authorization request to enable the connection.


3. Setting the Action to Add Rows in Google Sheets

With the trigger configured, the next step is to set up the action in Pabbly Connect. Choose Google Sheets as your action application and select the action event as ‘Add New Row’. This action will ensure that the updated lead details from Zoho CRM are added to your specified Google Sheet.

Again, establish a connection between Google Sheets and Pabbly Connect. Click on ‘Connect’ and sign in with your Google account to authorize the connection. Once connected, select the specific spreadsheet and sheet where you want to store the lead details.

  • Select the spreadsheet named ‘Zoho CRM Lead’.
  • Ensure the sheet contains columns for Full Name, Email, Phone Number, and Status.
  • Map the details from Zoho CRM to these columns in Google Sheets.

Mapping is crucial as it allows for dynamic updates in the Google Sheet whenever a lead is modified in Zoho CRM. After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify the setup.


4. Testing the Integration and Setting Conditions

Now that the action is set up, it’s time to test the integration. Go back to your Zoho CRM and update a lead status to ‘Pre-Qualified’. This update will trigger Pabbly Connect to capture the new lead details. Once the status is updated, return to Pabbly Connect and check if the lead details have been captured successfully.

To ensure that only leads with a specific status are added to Google Sheets, set up a condition using Pabbly Connect. Use the ‘Filter by Pabbly’ feature to create a condition that only runs when the lead status is updated to ‘Pre-Qualified’. This ensures that only relevant leads are recorded.


5. Finalizing Automation and Verifying Results

After setting the condition, click on ‘Save and Send Test Request’. If the condition is true, you will receive a success message. Now, go back to Google Sheets to verify that the updated lead details have been added to a new row. You should see the Full Name, Email, Phone Number, and Status populated as expected.

This successful integration means that any time a lead in Zoho CRM is updated to ‘Pre-Qualified’, the details will automatically be added to Google Sheets. This automation streamlines your workflow and ensures that your lead information is always up to date.

With the power of Pabbly Connect, you can automate this process and focus on more important tasks while keeping your data organized and accessible.


Conclusion

In this tutorial, we explored how to add updated Zoho CRM leads in Google Sheets using Pabbly Connect. By following the outlined steps, you can automate the integration and ensure your lead data remains current and organized.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send Email in Even Calendar Weeks Using Pabbly Connect

Learn how to automate sending emails in even calendar weeks using Pabbly Connect. Step-by-step tutorial for integrating Google Sheets and Gmail. 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 Email Automation

To send email in even calendar weeks, the first step is to access Pabbly Connect. This platform allows you to automate workflows between various applications, including Google Sheets and Gmail. Start by signing in to your existing Pabbly Connect account or create a new one to get started.

Once logged in, navigate to your dashboard where you can create new workflows. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something relevant, like ‘Send Email in Even Calendar Weeks’. This setup will help you manage your automation effectively.


2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. For this automation, you’ll want to use the ‘Schedule Webhook’ feature. This allows you to define when the emails will be sent. Choose the day of the week as Monday and set the time to 10 a.m. This configuration ensures that your emails are sent consistently each week.

  • Select ‘Schedule Webhook’ as the trigger application.
  • Set the schedule to run every Monday at 10 a.m.
  • Click ‘Save’ to confirm your trigger settings.

After setting the trigger, you will need to get the current date. Use the ‘Date Time Formatter’ by Pabbly Connect to fetch today’s date. Format it to MM/DD/YY for consistency. This step is crucial for determining whether the current week is even or odd.


3. Checking If the Week is Even

To ensure that emails are sent only during even calendar weeks, you need to check the week number. Use the ‘Number Formatter’ by Pabbly Connect to apply a formula that determines whether the week is even. The formula will return a value of 1 for even weeks and 0 for odd weeks.

  • Input the formula to check if the week number is even.
  • Map the current date from the previous step into the formula.
  • Click ‘Save’ and send a test request to validate the formula.

Once you receive the result, a value of 1 indicates it’s an even week. This result will be used in the next step to filter the workflow, ensuring that emails are only sent during even weeks.


4. Filtering the Results in Pabbly Connect

After determining the week status, the next step is to filter the results using Pabbly Connect. Add a new action step using the ‘Filter’ feature. This allows you to set a condition that the workflow should only proceed if the week is even.

Set the filter condition to check if the value equals 1. Test the filter to ensure it returns a success condition. Proceed to the next action only if the condition is true.

This filtering step is essential as it ensures that the subsequent actions only occur during even weeks, maintaining the integrity of your email schedule.


5. Sending Emails to Customers via Gmail

Now that your workflow is set up with the necessary triggers and filters, it’s time to send the emails. Use the ‘Gmail’ integration in Pabbly Connect to send emails to your customers. Choose the action event as ‘Send Email’ and connect your Gmail account.

Map the recipient’s email address from the previous steps, and fill in the subject and body of the email. For example, use a subject like ‘Even Week Deals for [Customer’s Name]’ and customize the body to include personalized greetings and offers. This mapping ensures that each email is tailored to the customer receiving it.

After completing the email setup, click on ‘Save and Send Test Request’ to verify that the email is sent successfully. If everything is configured correctly, you will receive a positive response, confirming that the email was sent to the customer. This automation will now work in real-time, sending emails every Monday at 10 a.m. during even calendar weeks.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending emails in even calendar weeks. By integrating Google Sheets and Gmail, you can streamline your communication with customers effectively. This setup not only saves time but also ensures that your customers are informed about the latest offers consistently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Attachment in Trello Card on Jotform Submission Using Pabbly Connect

Learn how to integrate Jotform and Trello to automatically add attachments using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for Jotform and Trello Integration

Pabbly Connect is the central platform that allows you to integrate Jotform and Trello seamlessly. In this tutorial, we will show you how to automatically add attachments in Trello cards when there is a submission on Jotform. This integration will save you time and streamline your workflow. using Pabbly Connect

To get started, log into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks every month. Once logged in, you will access the dashboard where you can create a new workflow.


2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of your dashboard. This action will open a dialog box where you can name your workflow. using Pabbly Connect

  • Name your workflow as ‘Add Attachment in Trello Card on Jotform Submission’.
  • Select the folder where you want to save this workflow, for instance, ‘Jotform to Trello’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. You will then be directed to a new window where you can set up your trigger and action applications.


3. Setting Up Trigger and Action Applications

In Pabbly Connect, you will be using a trigger and action for your integration. The trigger application will be Jotform, and the action application will be Trello. Start by selecting Jotform as your trigger application and setting the trigger event to ‘New Response’. using Pabbly Connect

Next, select Trello as your action application. For the first action, choose ‘Create Card’ as the action event. This setup ensures that every time a new form is submitted in Jotform, a new card will be created in Trello.


4. Configuring Jotform Integration with Pabbly Connect

To establish the connection between Jotform and Pabbly Connect, you will need to copy the webhook URL provided in the trigger window. This URL acts as a bridge between the two applications. using Pabbly Connect

In Jotform, go to the settings of your form and select the ‘Integrations’ tab. Search for ‘Webhook’ and paste the copied URL in the designated field. Once you save the integration, you will see a message indicating that the integration is ready.


5. Creating Trello Card with Attachment from Jotform Submission

After setting up the webhook, test the integration by submitting a form in Jotform. Fill in the required fields and upload a PDF file as an attachment. Once you submit the form, Pabbly Connect will capture the response and display the details in the dashboard. using Pabbly Connect

Now, go back to Pabbly Connect and create a new action by selecting Trello again. This time, choose ‘Create Attachment on Card’ as the action event. Use the mapping feature to ensure that the attachment from Jotform is linked to the correct Trello card.

After configuring the attachment settings, click on ‘Save’ and test the request. You should see the attachment added to the Trello card successfully. This automation will now run seamlessly, adding new attachments to Trello cards with each Jotform submission.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding attachments to Trello cards based on Jotform submissions. This integration not only saves time but also enhances productivity by ensuring that all relevant documents are organized in Trello.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Generate Content Using Google Gemini in Google Sheets Automatically with Pabbly Connect

Learn how to automate content generation using Google Gemini in Google Sheets with Pabbly Connect. Step-by-step guide to streamline your workflow. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Google Sheets

To automate content generation using Google Gemini in Google Sheets, we first need to set up Pabbly Connect. This integration platform allows us to connect our Google Sheets with Google Gemini seamlessly. Start by accessing the Pabbly Connect dashboard where you can create a new workflow.

In the dashboard, click on ‘Create Workflow’. Name your workflow, for example, ‘Google Sheets to Gemini’, and select the appropriate folder for your Pabbly Connect account. After creating the workflow, you will see two windows: one for triggers and another for actions, which are essential for setting up the automation.


2. Connecting Google Sheets with Pabbly Connect

The next step is to connect our Google Sheets to Pabbly Connect. This is crucial for sending prompts from the spreadsheet to Google Gemini. In the trigger window, choose Google Sheets as the app and select ‘New or Updated Spreadsheet Row’ as the trigger event.

  • Select Google Sheets as the app.
  • Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Sheets, navigate to Extensions, and select Pabbly Connect Webhooks to add the URL. This setup ensures that whenever a new prompt is added to the spreadsheet, it will trigger the automation in Pabbly Connect.


3. Sending the Prompt to Google Gemini

Once Google Sheets is connected, the next step involves sending the prompt to Google Gemini using Pabbly Connect. In the action window, choose Google Generative AI as the app and select ‘Generate Content’ as the action event. This allows us to send the prompt we received from Google Sheets.

To connect your Google Generative AI account, you will need to enter the API key from Google AI Studio. Follow the instructions to create an API key if you haven’t done so already. After entering the API key, map the prompt received from the trigger step to the action step.

  • Select the prompt from the trigger responses.
  • Choose the Gemini Pro model for content generation.
  • Click on ‘Save and Send Test Request’ to verify the connection.

After successfully mapping the prompt and generating the content, you will see the response from Google Gemini, confirming that the content has been created based on the prompt.


4. Updating Google Sheets with Generated Content

Now that we have generated content using Google Gemini, the next step is to update our Google Sheets with this content through Pabbly Connect. In the action step, select Google Sheets again and choose ‘Update Cell Value’ as the action event. This will allow us to input the generated content back into the spreadsheet.

Connect your Google Sheets account again in this action step. Select the spreadsheet and the specific sheet where you want to update the content. For the range, you will input the column (C) and map the row index from the trigger response to ensure the content is updated in the correct row.

Select the correct spreadsheet and sheet. Map the row index to determine where to update the content. Map the generated content to the value field.

After completing these steps, click on ‘Save and Send Test Request’ to verify that the generated content appears in the specified cell of your Google Sheets.


5. Testing the Automation Workflow

The final step is to test the entire automation workflow we created using Pabbly Connect. Enter a new prompt in your Google Sheets, such as ‘Write an essay on Penguins’. This will trigger the automation we set up.

Once you enter the prompt, check back in your Google Sheets after a few moments. You should see the content generated by Google Gemini appear in the corresponding cell. This confirms that the automation is working as intended, allowing you to generate content automatically by simply adding a prompt.

This entire process showcases the power of Pabbly Connect in integrating Google Sheets with Google Gemini, making content generation seamless and efficient.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate content generation using Google Gemini in Google Sheets. By following these steps, you can streamline your workflow and enhance productivity. This integration allows for efficient content creation directly from your spreadsheet.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send Automated WhatsApp Messages to Your Solar Energy Business Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with WhatsApp Cloud API using Pabbly Connect to automate messages for your solar energy business. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Your Solar Energy Business

To start sending automated WhatsApp messages for your solar energy business, first access Pabbly Connect. Open a new tab and navigate to the Pabbly website. If you do not have an account, you can sign up for free in just two minutes.

Once logged in, click on the Access Now button under Pabbly Connect to reach the dashboard. This is where you can create new workflows that automate sending WhatsApp messages to your leads from Facebook.


2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is essential for automating your messaging process. Click on the Create Workflow button and name your workflow according to its purpose, such as ‘Automated WhatsApp Messages for Solar Leads’.

  • Select a folder to save your workflow, like Home.
  • After naming, you will see two main boxes: Trigger and Action.
  • These boxes represent the core of your workflow, where Trigger initiates the action.

Now, set up your Trigger by selecting Facebook Lead Ads as the application. Choose the New Lead Instant as the trigger event to begin the automation process.


3. Connecting Facebook Lead Ads to Pabbly Connect

Next, you need to connect your Facebook Lead Ads to Pabbly Connect. Click on Connect and then select Add New Connection. This will allow you to authenticate your Facebook account.

Once connected, you will select your Facebook page, which is crucial for mapping the leads. In this case, choose your solar energy business page, like Solar Rise, and select the lead generation form associated with it.

  • Ensure that the lead generation form is live before generating a sample submission.
  • Click on Save and Send Test Request to check if everything is set up correctly.

After saving, create a sample lead using the lead generation form to trigger the webhook response back in Pabbly Connect.


4. Sending WhatsApp Messages via Pabbly Connect

With the Facebook Lead Ads connected, the next step is to set up the action in Pabbly Connect. Select WhatsApp Cloud API as the action application. Choose Send Template Message as the action event.

Connect WhatsApp Cloud API by entering the required credentials: access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account settings.

Refresh your access token if it is temporary. Input the phone number ID and WhatsApp business account ID.

Once the connection is successful, select the message template you want to use for your automated WhatsApp messages. Ensure that this template has been approved by Meta.


5. Finalizing the Integration and Testing

After setting up the template in Pabbly Connect, map the recipient’s mobile number and any dynamic variables, such as the lead’s name, to personalize the message. Use the mapping feature to pull details from the previous steps.

Click on Save and Test Request to finalize the integration. A successful response indicates that your automated WhatsApp message has been sent. Check your WhatsApp to confirm receipt of the message.

Now, every time a new lead comes in from Facebook for your solar energy business, an automated WhatsApp message will be sent, saving you time and enhancing customer engagement.


Conclusion

Using Pabbly Connect to automate WhatsApp messages for your solar energy business not only saves time but also improves communication with potential leads. This integration allows you to efficiently manage customer interactions, helping your business grow effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Upload Files from Dropbox to OneDrive with Pabbly Connect

Learn how to seamlessly upload files from Dropbox to OneDrive using Pabbly Connect. This step-by-step guide will help you automate your file transfers effortlessly. 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. Accessing Pabbly Connect for Integration

To start uploading files from Dropbox to OneDrive, you first need to access Pabbly Connect. This platform enables the automation between different applications, making your workflow seamless.

Visit the Pabbly website and log into your account. If you’re new, you can sign up for free and receive 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.


2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for this integration. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will prompt you to name your workflow.

  • Name your workflow as ‘Dropbox to Microsoft OneDrive’.
  • Select a folder in which to save this workflow.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This will set up your automation process, allowing you to establish triggers and actions efficiently.


3. Setting Up the Trigger for Dropbox

The next step involves setting up your trigger in Pabbly Connect. Click on the arrow next to the trigger section to select your trigger application, which will be Dropbox. Choose the trigger event as ‘New File’.

To connect your Dropbox account, click on the ‘Connect’ button. A dialog box will appear, asking you to create a new connection. After successfully authorizing your Dropbox account, specify the folder path from which Pabbly Connect will capture new files.

  • Copy the name of the folder in Dropbox where new files will be uploaded.
  • Paste it into the folder path in Pabbly Connect, ensuring to add a slash before the folder name.

Click on ‘Save and Send Test Request’ to check if the integration captures the new file accurately. If no files are uploaded, ensure that the folder has new files added.


4. Setting Up the Action for OneDrive

After configuring the trigger, it’s time to set up the action in Pabbly Connect. Click on the arrow in the action section and select OneDrive as your action application. Choose the action event as ‘Upload File’.

Connect your OneDrive account by clicking the ‘Connect’ button. Authorize the connection by clicking on ‘Accept’ in the new window that appears. Once connected, you will need to specify the folder in OneDrive where the files will be uploaded.

Choose the folder in OneDrive where you want the uploaded files to go. Map the file name and URL from the previous Dropbox trigger response.

Finally, click on ‘Save and Send Test Request’ to ensure that the file uploads correctly to OneDrive. Refresh your OneDrive folder to confirm the new file appears there.


5. Conclusion: Automating File Uploads with Pabbly Connect

In this tutorial, we have successfully set up automation between Dropbox and OneDrive using Pabbly Connect. Every time a new file is uploaded to Dropbox, it automatically syncs to OneDrive.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This integration simplifies file management and ensures that your files are always up to date across both platforms. By using Pabbly Connect, you can automate many other tasks, enhancing your productivity and efficiency.


How to Create Mailercloud Contact from ThriveCart Purchase Using Pabbly Connect

Learn how to automate the creation of Mailercloud contacts from ThriveCart purchases using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 create a Mailercloud contact from a ThriveCart purchase, start by accessing Pabbly Connect. As an existing user, sign in to your account. If you are new, click on the ‘Sign Up for Free’ button to create your account, which allows you 100 tasks per month at no cost.

Once signed in, navigate to the dashboard by clicking on ‘Access Now’. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow as ‘Create Mailercloud Contact from ThriveCart Purchase’ and save it in a folder named ‘ThriveCart to Mailercloud’ to keep your integrations organized.


2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow in Pabbly Connect. The trigger application will be ThriveCart, and the trigger event will be ‘Product Purchase’. This means that every time a product is purchased, the workflow will initiate.

  • Select ThriveCart as the trigger application.
  • Choose ‘Product Purchase’ as the trigger event.
  • Click on ‘Connect’ to establish a connection between ThriveCart and Pabbly Connect.

Next, you will need to connect Pabbly Connect to your ThriveCart account. Copy the API key from your ThriveCart settings under API and Webhooks. Paste this key into Pabbly Connect and click ‘Save’. This establishes a successful connection, enabling Pabbly Connect to capture purchase data from ThriveCart.


3. Selecting Product and Testing the Connection

After establishing the connection, you need to select the product for which you want to set up the automation in Pabbly Connect. Choose the product from the dropdown menu, ensuring that it is set to ‘Test Mode’ for testing purposes.

  • Select the product name from the dropdown.
  • Ensure the product status is set to Test Mode.
  • Click on ‘Save and Send Test Request’ to capture purchase data.

Once you click ‘Save and Send Test Request’, Pabbly Connect will wait for a webhook response. To generate this response, proceed to make a test purchase on ThriveCart. Fill out the necessary details like name, email, and payment information, and complete the order. Once the order is confirmed, you will see a positive response in Pabbly Connect indicating that the details were captured successfully.


4. Creating a Contact in Mailercloud

With the purchase data captured, the next step is to create a contact in Mailercloud using Pabbly Connect. First, you will need to set up a connection between Mailercloud and Pabbly Connect. Click on ‘Connect’ and paste your Mailercloud API key, which you can generate from your Mailercloud account under API Integrations.

Navigate to Mailercloud account settings and generate a new API key. Copy the API key and paste it into Pabbly Connect. Click ‘Save’ to establish the connection.

After the connection is established, select the list in Mailercloud where you want to add the contact. Choose the list named ‘ThriveCart Customers’. Next, you will map the fields from the ThriveCart purchase data to the corresponding fields in Mailercloud, such as email, first name, last name, phone number, and address details. This mapping ensures that the correct data is sent each time a purchase is made.


5. Finalizing the Integration and Testing

After mapping the fields, click on ‘Send Test Request’ in Pabbly Connect. This action will send the mapped data to Mailercloud and create a new contact based on the test purchase. You should receive a confirmation response indicating that the contact was created successfully.

To verify, go to your Mailercloud account, refresh the ‘ThriveCart Customers’ list, and you should see the new contact listed there. This confirms that the integration is working as intended. Now, every time a customer makes a purchase on ThriveCart, their details will automatically be added to your Mailercloud contact list.


Conclusion

In this tutorial, we demonstrated how to create a Mailercloud contact from a ThriveCart purchase using Pabbly Connect. This integration streamlines your workflow by automating contact creation, saving you time and ensuring your email list is always up to date.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Get WhatsApp Notification for New MySQL Row Added Using Pabbly Connect

Learn how to automate WhatsApp notifications for new MySQL rows using Pabbly Connect. Step-by-step tutorial on setting up the integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for WhatsApp Notifications

To get WhatsApp notifications for new MySQL rows added, you need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. Once there, you will see options to sign in or sign up for free. If you are new, click on the ‘Sign Up for Free’ button to create an account.

After creating your account, you will receive 100 free tasks each month to explore the platform. As an existing user, click on ‘Sign In’. This will take you to the dashboard of Pabbly Connect, where you can create and manage your workflows seamlessly.


2. Creating a Workflow in Pabbly Connect

Now that you are on the dashboard of Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ option. A dialog box will appear asking you to name your workflow. Enter a suitable name, such as ‘Get WhatsApp Notification for New Row in MySQL’, and select the folder where you want to save it.

  • Name your workflow appropriately.
  • Select the correct folder for organization.

After naming your workflow, click on ‘Create’. You will now see two windows: one for the trigger and one for the action. Select MySQL as your trigger application, which will activate the workflow whenever a new row is added to your database.


3. Setting Up the MySQL Trigger in Pabbly Connect

In this step, you will set up MySQL as the trigger application in Pabbly Connect. Select the trigger event as ‘New Row in Table’. This means that the workflow will be triggered whenever a new row is added to your specified MySQL table.

To establish the connection, choose either to add a new connection or select an existing one. If you choose to add a new connection, you will need to enter your database details, including:

  • Database Username
  • Database Password
  • Host Name
  • Database Name
  • Port

Once connected, select the table from which you want to capture new rows, and specify the unique column that identifies each row, such as ID. Click ‘Save’ and then ‘Send Test Request’ to verify the connection.


4. Setting Up WhatsApp Action in Pabbly Connect

Next, you will configure the action application in Pabbly Connect to send WhatsApp notifications. Choose ‘WhatsApp Cloud API’ as your action application and select the action event ‘Send Template Message’. Click on ‘Connect’.

To establish a new connection with WhatsApp Cloud API, you will need to provide the following details:

Access Token Phone Number ID WhatsApp Business Account ID

After entering these details, click ‘Save’. Next, select the template you created for sending messages, ensuring it contains placeholders for dynamic content like name, email, and phone number.


5. Testing the Integration in Pabbly Connect

Finally, it’s time to test your integration in Pabbly Connect. After setting up your WhatsApp action, enter the recipient’s mobile number where you want to receive notifications. Map the variables from the MySQL response to the WhatsApp template placeholders.

Click on ‘Save and Send Test Request’ to send a test message. You should receive a WhatsApp notification confirming the successful integration. Check your WhatsApp to see if the message has been delivered. If everything is set up correctly, you will receive notifications for every new row added in your MySQL database.

This automation allows you to efficiently monitor your MySQL database and receive timely updates through WhatsApp, enhancing your workflow and communication.


Conclusion

Using Pabbly Connect, you can easily automate WhatsApp notifications for new rows added in MySQL. This integration streamlines your workflow, ensuring you stay updated with real-time data.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create a ChatGPT Bot for Slack Using Pabbly Connect: A Step-by-Step Guide

Learn how to create a ChatGPT bot for Slack using Pabbly Connect. Follow this detailed step-by-step tutorial to automate responses in your Slack channel. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Slack Integration

To create a ChatGPT bot for Slack, the first step is accessing Pabbly Connect. This integration platform enables seamless communication between Slack and ChatGPT. Start by signing up for a free account on Pabbly Connect, which takes just two minutes.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, for example, ‘Slack to ChatGPT’. After selecting the desired folder for your workflow, click on ‘Create’ to proceed.


2. Linking Slack to Pabbly Connect

In this step, you will connect your Slack account to Pabbly Connect. In the trigger window, search for Slack and select it as your app. Choose the trigger event as ‘New Message’ and click on ‘Connect’.

  • Select ‘Add New Connection’ to link your Slack account.
  • Choose the token type as ‘Bot’ for this integration.
  • Allow Pabbly Connect to access your Slack account.

After allowing access, select the specific Slack channel from which you want to receive messages. Click on ‘Save and Send Test Request’ to confirm the connection. This will ensure that any new message sent in the selected channel will trigger the workflow in Pabbly Connect.


3. Sending the Message to ChatGPT

Next, we will send the received Slack message to ChatGPT using Pabbly Connect. In the action step, search for ChatGPT and select it as your app. Choose the action event ‘Ask ChatGPT’ and click on ‘Connect’.

You will need to enter your OpenAI API key to establish this connection. This key can be generated from your OpenAI account under the API section. After entering the API key, select the AI model you wish to use, such as GPT-4, and map the message from Slack as the prompt for ChatGPT.

  • Select the appropriate AI model from the dropdown.
  • Map the received Slack message to the ChatGPT prompt field.
  • Click ‘Save and Send Test Request’ to get the response from ChatGPT.

After executing this step, you will receive a response from ChatGPT based on the prompt you provided. This confirms that the message has been successfully sent for processing.


4. Sending the Response Back to Slack

Now, we will send the response received from ChatGPT back to the original Slack channel using Pabbly Connect. In the action step, search for Slack again and select it as your app. Choose the action event ‘Send Channel Message’ and connect using the existing connection.

In the message field, map the response from ChatGPT that you received earlier. Make sure to select the same Slack channel where the original message was sent. Additionally, to ensure the response appears as a thread, map the thread message ID from the trigger step.

Select the channel for sending the response. Map the ChatGPT response to the message field. Map the thread message ID to ensure it is sent as a reply.

After completing these steps, click ‘Save and Send Test Request’. You should see a confirmation response indicating that the message has been successfully sent back to the Slack channel.


5. Final Testing and Automation Confirmation

To confirm that your ChatGPT bot is functioning correctly, send a test message in your Slack channel. The message should automatically trigger the workflow in Pabbly Connect, sending the message to ChatGPT and returning the response in the same thread.

Keep in mind that the connection between Slack and Pabbly Connect is polling-based, meaning it checks for new messages every 10 minutes. Therefore, allow some time for the response to appear in your Slack channel.

Once the response is received, you will see the answer provided by ChatGPT in the thread of your original message. This confirms that the automation is working perfectly, allowing you and your team to leverage ChatGPT directly within Slack.


Conclusion

In this tutorial, we demonstrated how to create a ChatGPT bot for Slack using Pabbly Connect. By following the detailed steps, you can automate responses in your Slack channel effectively. This integration enhances team communication by providing instant AI-generated responses.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Facebook Leads to Google Sheets for Wedding Planning with Pabbly Connect

Learn how to automate adding Facebook leads to Google Sheets for your wedding planning service using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To integrate Facebook leads with Google Sheets for your wedding planning service, start by accessing Pabbly Connect. Navigate to the Pabbly Connect homepage by typing the URL into your browser.

You will see 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 an account. Existing users can sign in directly. Each new account comes with 100 free tasks monthly to explore automation features.


2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ option to initiate a new automation. A dialog box will prompt you to name your workflow. Enter a name such as ‘Add Facebook Leads to Google Sheets for Wedding Planning’ and select a folder to save it.

  • Select a name for your workflow.
  • Choose a folder for organization.
  • Click on ‘Create’ to proceed.

After creating the workflow, you will see two windows: one for the trigger and one for the action. The trigger will be set to Facebook Lead Ads, while the action will be Google Sheets. This setup allows you to automate the process of adding new leads to your Google Sheets.


3. Setting Up the Trigger with Facebook Lead Ads

In the trigger application, select Facebook Lead Ads. The trigger event will be set to ‘New Lead Instant’. This means that whenever a new lead is generated, it will automatically trigger the workflow in Pabbly Connect.

Click on ‘Connect’ and choose to add a new connection to your Facebook account. Once authorized, select the Facebook page associated with your wedding planning business, such as ‘Blossom Weddings’, and choose the lead gen form you created. Click ‘Save & Test’ to initiate the connection.

  • Choose the Facebook page for your wedding planning service.
  • Select the lead gen form.
  • Click ‘Save & Test’ to confirm the connection.

After this, you will need to test the connection by submitting a lead through the Facebook form. This step ensures that the integration is working correctly.


4. Adding Google Sheets as an Action Step

Now, move to the action step by selecting Google Sheets in Pabbly Connect. The action event will be set to ‘Add New Row’. This allows the details of the new lead to be automatically added as a new row in your Google Sheets.

Click ‘Connect’ and select your existing Google Sheets connection. If you need to create a new one, click on ‘Add New Connection’ and sign in with your Google account. Once connected, select your spreadsheet, such as ‘Blossom Wedding Lead Details’.

Choose the spreadsheet for lead details. Select the specific sheet within the spreadsheet. Map the fields for name, email, and phone number.

Mapping ensures that each new lead’s details are dynamically added to the correct columns in your Google Sheets. Click ‘Save & Send Test Request’ to finalize the setup.


5. Conclusion: Automate Your Wedding Planning Leads

By following these steps in Pabbly Connect, you can successfully automate the process of adding Facebook leads to Google Sheets for your wedding planning service. This integration not only streamlines your workflow but also allows you to efficiently manage leads.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With this automation, every time a new lead is generated, their details will be captured and recorded automatically. You can also extend this workflow by adding WhatsApp notifications to engage with your leads promptly.

Utilizing Pabbly Connect for this integration enhances your operational efficiency, ensuring that you never miss a lead while simplifying your follow-up process.