Author: Rajpal Tomar

Learn how to use Pabbly Connect to automatically add signed Better Proposals details in Google Sheets. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start the process of integrating Better Proposals with Google Sheets, you need to access Pabbly Connect. If you’re an existing user, simply sign in. If you’re new, click on the ‘Sign Up for Free’ button to create an account. Pabbly Connect offers 100 free tasks each month, making it easy to start.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something descriptive, such as ‘Add Signed Better Proposals Details in Google Sheets’ and save it in a relevant folder.

---

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger application will be Better Proposals, and the action application will be Google Sheets. Click on the trigger window and search for Better Proposals. Select it and choose the trigger event ‘Proposal Signed’.

• Trigger Application: Better Proposals
• Trigger Event: Proposal Signed
• Action Application: Google Sheets
• Action Event: Add New Row

After selecting the trigger and action applications, establish a connection between Better Proposals and Pabbly Connect. You will need to enter your API key from Better Proposals. Navigate to your Better Proposals account, go to Settings, then Integrations, and find your API key. Paste this key into Pabbly Connect to complete the connection.

---

3. Sending Proposals and Testing the Integration

Now that you have set up the trigger and action, it’s time to test the integration. Send a proposal using Better Proposals to a client. Ensure that the proposal requires a signature. Once sent, the client will receive an email with the proposal.

After the client signs the proposal, return to Pabbly Connect and click on ‘Save and Test Request’. This step will pull the latest signed proposal details from Better Proposals. You should see the details populated in Pabbly Connect, confirming that the integration is working correctly.

---

4. Adding Signed Proposal Details to Google Sheets

With the signed proposal details now available in Pabbly Connect, the next step is to add these details into Google Sheets. Click on the Google Sheets action and connect your Google account. Select the spreadsheet you created for storing the proposal details.

In the mapping section, you will map the fields from the signed proposal response to the corresponding columns in Google Sheets. This includes the first name, last name, email, and the sign date. Use the mapping feature to ensure that every new signed proposal updates the Google Sheet automatically.

• Map First Name: Select from response
• Map Last Name: Select from response
• Map Email: Select from response
• Map Sign Date: Format using Pabbly Connect

Once all fields are mapped, click on ‘Save and Test Request’. This action will add a new row to your Google Sheets with the signed proposal details, confirming that the integration is complete.

---

5. Conclusion

In conclusion, using Pabbly Connect to add signed Better Proposals details to Google Sheets automates your workflow efficiently. By following the outlined steps, you ensure that every signed proposal is documented accurately in your Google Sheets, streamlining your proposal management process.

Learn how to automate sharing Facebook page posts to a Telegram channel using Pabbly Connect. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To share Facebook page posts to a Telegram channel, you first need to access Pabbly Connect. This platform allows you to automate the integration between Facebook and Telegram seamlessly.

Visit the Pabbly Connect homepage by typing in the URL Pabbly.com/connect. Here, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account. New users receive 100 free tasks every month to explore the features.

---

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard, where you will find the option to create a new workflow. Click on the ‘Create Workflow’ button located in the upper right corner.

• Provide a name for your workflow, such as ‘Share Facebook Post on Telegram’.
• Select the appropriate folder for organizing your workflow.
• Click on the ‘Create’ button to proceed.

Once created, you will see two windows: one for the trigger and the other for the action. In this case, Facebook Pages will be your trigger, and Telegram will be your action.

---

3. Setting Up Facebook Pages as the Trigger

In the trigger window of Pabbly Connect, select ‘Facebook Pages’ as your trigger application. Then, choose the trigger event as ‘New Post’. This means that whenever you post something on your Facebook page, it will trigger the automation.

Click on ‘Connect’ and then select ‘Add New Connection’ to authenticate your Facebook account. Once connected, choose your specific Facebook page from the dropdown. For this example, let’s assume the page is named ‘Divine Glamour’.

---

4. Configuring Telegram as the Action

Next, set up Telegram as the action application in Pabbly Connect. Choose the action event as ‘Send a Text Message’. This will allow you to send messages to your Telegram channel based on the Facebook posts.

• You will need to create a Telegram bot using BotFather and obtain the API token.
• Add the bot to your Telegram group and ensure it has admin access.
• Enter the chat ID of your Telegram group in Pabbly Connect.

After filling in these details, you can map the message from the Facebook post to the Telegram message, ensuring dynamic updates whenever a new post is made.

---

5. Testing and Activating the Workflow

Once all configurations are done in Pabbly Connect, it’s time to test the workflow. Post a new message on your Facebook page to see if it is automatically shared on your Telegram channel.

If everything is set up correctly, you should see the message appear instantly on your Telegram group. This confirms that the integration between Facebook and Telegram through Pabbly Connect is working smoothly.

Now, you can repeat this process for images and videos by creating additional routes in your workflow, ensuring that all types of posts are shared automatically with your team on Telegram.

---

Conclusion

This tutorial has shown you how to effectively share Facebook page posts to a Telegram channel using Pabbly Connect. By following these steps, you can automate your social media sharing process, keeping your team updated effortlessly.

Learn how to set up SMS notifications for new Facebook leads added in Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration!

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To get SMS notifications for new Facebook leads added in Google Sheets, you first need to access Pabbly Connect. Start by signing into your existing account or creating a new one. Pabbly Connect allows you to automate workflows between different applications seamlessly.

Once signed in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow something descriptive like ‘Get SMS Notification for New Facebook Leads Added in Google Sheets’ to keep it organized.

---

2. Setting Up the Trigger for New Facebook Leads

In this step, you will define the trigger that initiates the workflow in Pabbly Connect. Choose Facebook Lead Ads as your trigger application and select the trigger event as ‘New Lead Instant’. This means every time a new lead is generated through your Facebook ads, the workflow will be triggered automatically.

• Select Facebook Lead Ads as the trigger application.
• Choose the trigger event ‘New Lead Instant’.
• Connect your Facebook account to authorize Pabbly Connect.

After connecting, select the Facebook page and lead form associated with your media agency. This step is crucial to ensure that the correct leads are captured for your SMS notifications.

---

3. Connecting Google Sheets to Capture Lead Details

Next, in Pabbly Connect, add Google Sheets as your action application. This allows you to store the lead details captured from Facebook Lead Ads into a Google Sheet. Click on the ‘Add Action Step’ and select Google Sheets.

• Choose the action event ‘Add Row’ to insert lead details.
• Connect your Google account to authorize Pabbly Connect.
• Select the specific Google Sheet where you want to store the lead data.

Make sure to map the fields from the Facebook lead data to the columns in your Google Sheet. This mapping ensures that every new lead’s information is accurately recorded in the correct format.

---

4. Sending SMS Notifications Using Twilio

After successfully capturing lead details in Google Sheets, the next step is to send SMS notifications using Twilio through Pabbly Connect. To do this, add Twilio as another action application. Select the action event ‘Send SMS’ to configure your SMS settings.

Connect your Twilio account by entering your Account SID and Auth Token. Compose the SMS message including the lead’s details mapped from the previous step. Specify the sender’s number (Twilio number) and the recipient’s number (your phone number).

Once all details are entered, send a test SMS to confirm the integration works as intended. If successful, you will receive an SMS notification with the lead’s information every time a new lead is added.

---

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate SMS notifications for new Facebook leads added in Google Sheets. By following these steps, you can ensure that every new lead is promptly notified via SMS, streamlining your lead management process.

Utilizing Pabbly Connect not only simplifies this integration but also enhances your workflow efficiency. Start automating your lead notifications today!

Learn how to delete Stripe subscription details from MySQL on cancellation using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. 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. Setting Up Pabbly Connect for Stripe and MySQL Integration

To delete Stripe subscription details from MySQL upon subscription cancellation, first, you need to set up Pabbly Connect. This platform allows seamless integration between Stripe and MySQL, automating the deletion process. Start by signing up for a free account on Pabbly Connect, which takes just a couple of minutes.

Once you are logged into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Stripe to MySQL’, and select the appropriate folder for your workflow. After creating the workflow, you will see two main sections: the trigger window and the action window.

---

2. Configuring the Stripe Trigger in Pabbly Connect

In this step, we will configure the trigger for Stripe in Pabbly Connect. Begin by selecting Stripe as your app in the trigger window. From the dropdown, choose the trigger event as ‘Cancelled Subscription’. This setup allows Pabbly Connect to listen for subscription cancellations in your Stripe account.

• Select the ‘Add Webhook URL’ option in Stripe.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Stripe account and navigate to the ‘Developer’ section.
• Under ‘Webhooks’, click on ‘Add Endpoint’ and paste the copied URL.

After pasting the webhook URL, select the event named ‘customer.subscription.deleted’. Click on the ‘Add Event’ button and then on ‘Add Endpoint’. This integration ensures that whenever a subscription is canceled, the information will be sent to Pabbly Connect for further processing.

---

3. Testing the Stripe Trigger in Pabbly Connect

After setting up the webhook, it’s time to test the trigger in Pabbly Connect. Go back to your Stripe account and cancel a subscription. As soon as you cancel the subscription, Pabbly Connect will receive a webhook response containing the details of the canceled subscription.

In Pabbly Connect, you will see a notification indicating that it is waiting for a webhook response. Once you cancel a subscription, check the Pabbly Connect dashboard to confirm that the details of the canceled subscription have been captured successfully.

This step verifies that the trigger is functioning correctly. The response will include various details such as subscription ID, status, and timestamps, confirming that Pabbly Connect is now receiving the necessary data from Stripe.

---

4. Configuring the MySQL Action in Pabbly Connect

Next, we will set up the action in Pabbly Connect to delete the subscription details from MySQL. In the action window, search for MySQL and select it. Choose the action event as ‘Delete Row’. This action will allow Pabbly Connect to remove the canceled subscription details from your MySQL database.

To establish a connection, enter your MySQL database credentials, including username, password, host, database name, and port. Once connected, select the table that contains your subscription data, typically named ‘subscriptions’. Next, specify the column that holds the subscription ID to identify which record to delete.

• Map the subscription ID received from Stripe to the corresponding column in MySQL.
• Set the limit for deletion, usually to 1, since each subscription ID is unique.

After mapping the necessary fields, click on ‘Save and Send Test Request’. Pabbly Connect will attempt to delete the specified row, and you will receive a confirmation response indicating success.

---

5. Verifying Subscription Deletion in MySQL

Finally, to ensure that the integration is working correctly, verify the deletion of the subscription details in your MySQL database. Refresh your database to check if the record corresponding to the canceled subscription has been removed. This step confirms that the automation set up in Pabbly Connect is functioning as intended.

To test this, cancel another subscription in your Stripe account and repeat the verification process. After canceling, check your MySQL database again. You should see that the subscription details have been successfully deleted, confirming the effectiveness of the workflow.

This streamlined process, facilitated by Pabbly Connect, ensures that your subscription data is always up to date, automatically removing any canceled subscriptions from your MySQL database.

---

Conclusion

In this tutorial, we learned how to use Pabbly Connect to automate the deletion of Stripe subscription details from MySQL upon cancellation. This integration simplifies subscription management and ensures your database is always current.

Learn how to send automated WhatsApp messages for BigCommerce orders using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for BigCommerce Integration

To send automated WhatsApp messages for BigCommerce orders, we will use Pabbly Connect as the central integration platform. First, access Pabbly Connect by visiting their website and signing in or signing up for a free account. This process is straightforward and takes only a few minutes.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Send Automated WhatsApp Message for BigCommerce Orders’. This sets the stage for the integration process.

---

2. Creating the Trigger for New Orders in BigCommerce

In this step, we will configure the trigger in Pabbly Connect to detect new orders in BigCommerce. Select BigCommerce as the trigger application and choose the event ‘New Order Created’. This event will initiate the workflow whenever a new order is placed.

• Select BigCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Connect BigCommerce with Pabbly Connect by providing the required API credentials.

To connect, you need to log into your BigCommerce account and generate the necessary API credentials, including Client ID, Access Token, and Store Hash Key. Copy these details into Pabbly Connect to establish the connection successfully.

---

3. Setting Up Action to Get Order Details

After setting up the trigger, the next step in Pabbly Connect is to set up the action that retrieves the order details from BigCommerce. Select BigCommerce again as the action application and choose ‘Get Order by ID’ as the action event. This allows you to fetch specific details about the order.

To map the order ID from the trigger response, use the mapping feature in Pabbly Connect. This ensures that the correct order details are fetched for the WhatsApp message. Click on the mapping icon and select the order ID from the trigger response.

• Choose BigCommerce as the action application.
• Select ‘Get Order by ID’ as the action event.
• Map the Order ID from the trigger response.

Once the order details are retrieved, you can proceed to the next action step, which involves processing the product details for the WhatsApp message.

---

4. Sending WhatsApp Message Using Pabbly Connect

The final step is to send an automated WhatsApp message using the WhatsApp Cloud API integrated through Pabbly Connect. Select WhatsApp Cloud API as the action application and choose ‘Send Template Message’ as the action event. This allows you to send a pre-defined message to the customer.

Before sending the message, ensure you have set up your WhatsApp Cloud API account and obtained the necessary credentials like Access Token and Phone Number ID. Map these details in Pabbly Connect to establish the connection and ensure the message is sent to the correct recipient.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the customer’s WhatsApp number and other message variables.

After successfully mapping the required fields, click on ‘Save and Send Test’ to verify that the message is sent correctly. Upon successful execution, the customer will receive a WhatsApp message confirming their order.

---

5. Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages for BigCommerce orders using Pabbly Connect. By following the steps outlined, you can seamlessly integrate BigCommerce with WhatsApp Cloud API to enhance customer communication and order notifications.

Utilizing Pabbly Connect not only simplifies the integration process but also ensures that your customers are promptly informed about their orders. This automation can significantly improve customer satisfaction and streamline your order management process.

Discover how to enhance your social media marketing using Pabbly Connect. Learn to automate posts on platforms like Facebook, Instagram, and WordPress seamlessly. 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 Social Media Marketing

To enhance your social media marketing, first, access Pabbly Connect by visiting the official website. You can sign up for free or log in if you are an existing user. This platform allows you to automate various tasks effectively without any coding skills.

After signing in, you will be directed to the dashboard. Here, you can see all the applications provided by Pabbly Connect. Click on the ‘Access Now’ button to start creating your automation workflows for social media marketing.

---

2. Automating Facebook Posts Using Pabbly Connect

With Pabbly Connect, you can automate posting on your Facebook page, saving you valuable time. For instance, if you run a coaching institute, you can schedule daily posts based on the significance of the current date.

• Set up a scheduled workflow in Pabbly Connect.
• Fetch the current date automatically.
• Use Text Formatter to split the date into month and day.

Once the content is generated based on the date, it will be posted automatically to your Facebook page. This automation can also be extended to platforms like Instagram and LinkedIn, allowing you to reach a broader audience effortlessly.

---

3. Sharing WordPress Blogs Automatically with Pabbly Connect

Another effective automation is sharing your WordPress blog posts across multiple social media platforms using Pabbly Connect. When you publish a new blog, it can automatically be shared on Facebook, Instagram, and LinkedIn.

To set this up, follow these steps:

• Connect your WordPress account with Pabbly Connect.
• Set up triggers for new blog posts.
• Automatically post to your selected social media accounts.

This way, your audience will always be updated with your latest content, increasing visibility and engagement without any manual effort.

---

4. Automating YouTube Video Sharing with Pabbly Connect

If you are a content creator, Pabbly Connect can help you share your YouTube videos across various platforms automatically. For example, when you upload a new video, it can be shared on your Facebook group after a set delay.

Follow these steps to automate this process:

Connect your YouTube account to Pabbly Connect. Set a delay for sharing the video (e.g., 10 minutes after upload). Automatically post the video link and title to your Facebook group.

This automation not only saves time but also ensures that your followers are informed about your latest content, helping you gain more views and engagement.

---

5. Conclusion

In conclusion, using Pabbly Connect allows you to automate your social media marketing seamlessly. From automating Facebook posts to sharing WordPress blogs and YouTube videos, these integrations enhance your online presence effortlessly.

With these automations, you can focus more on creating quality content while Pabbly Connect handles the distribution across platforms. Start leveraging these tools today for effective social media marketing!

---

Learn how to set up WhatsApp notifications for Heyflow forms submissions using Pabbly Connect. Follow this detailed guide for seamless integration. 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 WhatsApp Notifications

To start, access Pabbly Connect by visiting the official website. If you already have an account, simply sign in. If not, you can sign up for free, which takes only a couple of minutes. With Pabbly Connect, you can automate tasks and integrate various applications seamlessly.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will find options to create new workflows and manage existing ones. Click on the ‘Create Workflow’ button to initiate the process.

---

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you need to create a new workflow specifically for capturing Heyflow form submissions. Name your workflow appropriately, such as ‘Get WhatsApp Notification for Heyflow Form Submission.’ Select the folder where you want to save this workflow and click on ‘Create’.

• Click on the ‘Create Workflow’ button.
• Name your workflow.
• Select a folder to save the workflow.

After creating the workflow, you will see two main boxes: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, select ‘Heyflow’ as your Trigger application and choose ‘New Response’ as the trigger event.

---

3. Connecting Heyflow to Pabbly Connect

To connect Heyflow with Pabbly Connect, you will need a webhook URL. This URL works as a bridge between Heyflow and Pabbly Connect. Copy the provided webhook URL from the Trigger setup in Pabbly Connect.

Now, go to your Heyflow account and navigate to the specific form you want to integrate. Under the integration settings, find the option for webhooks and add a new webhook. Paste the copied URL into the designated field, provide a display name, and set the method to POST. Finally, activate the webhook.

---

4. Setting Up WhatsApp Notification Using Pabbly Connect

After setting up the trigger, the next step is to configure the action to send WhatsApp notifications. In Pabbly Connect, select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event.

• Choose WhatsApp Cloud API for the action.
• Select ‘Send Template Message’ as the action event.
• Connect your WhatsApp Cloud API account by providing necessary credentials.

To send a WhatsApp message, you will need to enter your temporary access token, phone number ID, and WhatsApp business account ID. These details can be obtained from your WhatsApp Cloud API account. Once you have entered all the required information, save the settings.

---

5. Mapping Data and Testing the Workflow

Now that you have connected both applications, it’s time to map the data fields from the Heyflow form submission to the WhatsApp message template. In Pabbly Connect, select the template you previously created for WhatsApp notifications.

Map the necessary fields such as the name, email, and phone number from the Heyflow response to the WhatsApp message body. Once everything is set up, click on ‘Save and Send Test Request’ to test the workflow. You should receive a WhatsApp notification with the details of the form submission.

---

Conclusion

In this tutorial, we’ve successfully integrated Heyflow with WhatsApp using Pabbly Connect. By following these detailed steps, you can automate WhatsApp notifications for any form submissions received through Heyflow. This setup enhances your communication process, ensuring you never miss important submissions.

Learn how to automate SMS notifications when a Trello card is marked as completed using Pabbly Connect. Follow our detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To send SMS notifications when a Trello card is marked as completed, you need to access Pabbly Connect. Start by opening a web browser and navigating to the Pabbly Connect website. If you don’t have an account, sign up for free, which takes just a couple of minutes.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard, where you can create new workflows and manage existing ones. You will see options to create a workflow specifically for your SMS notification task.

---

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is crucial for automating your SMS notifications. Click on the ‘Create Workflow’ button and name your workflow something descriptive, like ‘Send SMS When Trello Card Marked as Completed’. You can also select a folder to save your workflow.

• Click on ‘Create’ to initiate the workflow.
• You will see two boxes: Trigger and Action.
• Set your Trigger application as Trello and Action application as Twilio.

This setup allows you to define what happens when a Trello card is marked as completed, initiating the SMS sending process through Pabbly Connect.

---

3. Setting Up the Trigger for Trello

To set up the trigger in Pabbly Connect, select Trello as your trigger application. The event you want to choose is ‘Card Move to a Specific List’. This will ensure that the SMS is sent whenever a card is moved to the completed list.

After selecting the trigger event, you need to connect Trello with Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’. Enter your Trello username, API key, and token. You can find the API key and token in your Trello account settings.

---

4. Adding Actions to Send SMS via Twilio

Once your trigger is set up, the next step in Pabbly Connect is to add an action using Twilio. Select Twilio as your action application and choose the ‘Send SMS Message’ action event. This allows you to send an SMS to the client once the Trello card is marked as completed.

• Input your Twilio Account SID and Authorization Token to connect Twilio with Pabbly Connect.
• Craft the SMS body, including details about the completed task.
• Map the recipient’s phone number retrieved from the Trello card details.

After configuring these settings, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This step finalizes the SMS sending process through Pabbly Connect.

---

5. Testing the Integration Workflow

After setting up your workflow in Pabbly Connect, it’s essential to test the integration. Move a Trello card to the completed list to trigger the workflow. You should receive an SMS notification confirming the task completion.

Check the SMS received on the client’s phone to ensure it contains the correct information. If everything is set up correctly, the SMS will include a message indicating that the issue has been resolved and will provide client details as necessary.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send SMS notifications when a Trello card is marked as completed. By following the steps outlined, you can automate your workflow efficiently and ensure timely communication with your clients.

Learn to send WhatsApp messages directly from Google Sheets using Pabbly Connect. Follow this step-by-step guide to automate your messaging process effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect to Start Your Integration

To send WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. Start by signing in to your existing account or create a new one if you are a new user. Pabbly Connect allows you to automate workflows between various applications seamlessly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that will help you send WhatsApp messages directly from Google Sheets. Click on the ‘Create Workflow’ button to begin setting up your integration.

---

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set Google Sheets as your trigger application in Pabbly Connect. This means whenever a new or updated row is added to your Google Sheet, it will trigger the action to send a WhatsApp message. Select ‘Google Sheets’ as your trigger application and choose the event ‘New or Updated Spreadsheet Row’.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Proceed to set WhatsApp as the action application.

Next, you will set WhatsApp Cloud API as your action application. The action event will be to send a template message. This step is crucial as it defines what action will occur when the trigger is activated.

---

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you need to set up a webhook URL provided by Pabbly. This URL acts as a bridge between Google Sheets and Pabbly Connect. Copy the webhook URL from Pabbly Connect and go to your Google Sheet.

In your Google Sheet, navigate to Extensions, then to Pabbly Connect Webhooks, and select Initial Setup. Here, paste the copied webhook URL. You will also need to specify the trigger column, which will be the final data column that will trigger the WhatsApp message when filled.

---

4. Configuring WhatsApp Cloud API in Pabbly Connect

After successfully connecting Google Sheets, the next step is to configure the WhatsApp Cloud API in Pabbly Connect. You will need to enter your token, phone number ID, and WhatsApp business account ID. These details are essential for authenticating your WhatsApp account.

To obtain these details, go to your WhatsApp Manager and find your API setup. Once you have copied the necessary details, paste them into the respective fields in Pabbly Connect. This ensures that your WhatsApp messages can be sent successfully.

---

5. Sending WhatsApp Messages to Customers

Now that everything is set up, you can send WhatsApp messages to your customers directly from Google Sheets using Pabbly Connect. To do this, map the customer details such as name and phone number from Google Sheets into the WhatsApp message template you created earlier.

Finally, click on ‘Send Test Request’ to ensure everything is working correctly. If successful, you will see a confirmation that the WhatsApp message has been sent to the customer. You can also use the ‘Send All Data’ option in Google Sheets to send messages to all customers listed in your sheet.

---

Conclusion

Using Pabbly Connect, you can efficiently send WhatsApp messages from Google Sheets. This integration simplifies your communication process, allowing you to reach your customers with ease and keep them informed about your latest offers.

Learn how to create Google Contacts automatically from Google Sheets using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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 create Google Contacts from Google Sheets, you first need to access Pabbly Connect. Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and enjoy 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button located in the top right corner. This is the first step toward integrating Google Sheets with Google Contacts.

---

2. Creating a New Workflow in Pabbly Connect

Now that you are in the Pabbly Connect dashboard, you need to create a new workflow. Name your workflow something descriptive, like ‘Create Google Contacts from Google Sheets’. This naming helps you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• Select Google Sheets as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as your trigger event.

Following these steps sets up your workflow to trigger whenever a new row is added to your Google Sheets. This is crucial for automating the contact creation process.

---

3. Setting Up Google Sheets for Integration

Next, you need to set up your Google Sheets to work with Pabbly Connect. Create a Google Sheet containing lead details, ensuring the first column includes first names, followed by last names, gender, email, company name, job title, phone number, and city.

To connect your Google Sheet with Pabbly Connect, you will need to install the Pabbly Connect Webhooks extension. Go to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’ to install it.

---

4. Configuring Webhook URL in Google Sheets

After installing the Pabbly Connect Webhooks extension, you need to configure the webhook URL. Go to Extensions > Pabbly Connect Webhooks and click on ‘Initial Setup’. Here, paste the webhook URL provided by Pabbly Connect.

Set the trigger column to the last column of your sheet, which is where the data will be sent when a new lead is added. Click ‘Submit’ once everything is configured. This step establishes a connection between Google Sheets and Pabbly Connect.

---

5. Mapping Data to Create Google Contacts

With the integration set up, now you can map the data from Google Sheets to create Google Contacts. Go back to your Pabbly Connect workflow, and select Google Contacts as your action application. Choose the action event as ‘Create New Contact’. using Pabbly Connect

In the mapping section, fill in the required fields by selecting the corresponding data from the Google Sheets trigger. This includes first name, last name, email, and other relevant details. Mapping ensures that each new lead from Google Sheets creates a corresponding contact in Google Contacts.

---

Conclusion

Using Pabbly Connect, you can effectively automate the creation of Google Contacts from Google Sheets. This integration streamlines your workflow, ensuring that new leads are captured as contacts without any manual input. Automate your processes today for increased efficiency!