Author: Rajpal Tomar

Learn how to automatically add GetResponse contacts in Teachable using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless 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

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1. Accessing Pabbly Connect for Integration

To automate adding GetResponse contacts in Teachable automatically, you first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly website. If you do not have an account, you can sign up for free, which only takes a few minutes.

Once you are on the Pabbly homepage, click on the ‘Access Now’ button under the Pabbly Connect section. This will redirect you to the dashboard where you can manage all your workflows. Here, you can see existing workflows or create new ones.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to connect GetResponse and Teachable through Pabbly Connect. Click on the ‘Create Workflow’ button. A pop-up will appear where you need to name your workflow. Name it something descriptive, like ‘Add GetResponse Contacts in Teachable Automatically’.

• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

After this, you will see two boxes: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. Select GetResponse as your Trigger application and proceed to set up the trigger event.

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3. Setting Up the Trigger with GetResponse

The next step is to set up the Trigger in Pabbly Connect. Choose GetResponse and select the trigger event as ‘Contact Subscribed’. This event will trigger the workflow whenever a new contact is added to GetResponse.

To connect GetResponse with Pabbly Connect, you will need to use a Webhook URL. Copy the Webhook URL provided in Pabbly Connect and head to your GetResponse account. In GetResponse, navigate to the ‘Tools’ section and select ‘Webhooks’.

• Click on ‘Create Webhook’.
• Name your webhook and paste the Webhook URL.
• Set the event to ‘Contact Subscribed’ and activate the webhook.

After setting the webhook, return to Pabbly Connect, which will now be waiting for a response from GetResponse.

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4. Adding a New Contact in GetResponse

To test the trigger, you need to create a new contact in GetResponse. Go back to your GetResponse account and navigate to the ‘Contacts’ section. Click on the ‘Add Contact’ button to begin.

When adding a contact, select the list where you want to save the contact. Enter the email address and name of the contact. For example, use the email ‘[email protected]’ and the name ‘Test User’. Ensure you check the permission box to confirm you can add this contact.

Select the list for the new contact. Fill in the email and name fields. Click on ‘Add Contact’ to save.

Once you add the contact, return to Pabbly Connect, where you will see the new contact details captured in the response.

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5. Setting Up the Action in Teachable

Now that the trigger is set, it’s time to set up the action in Teachable using Pabbly Connect. Choose Teachable as your Action application and select the action event ‘Create New User’. You will need to connect your Teachable account with Pabbly Connect.

To connect, you will need your Teachable account email, password, and subdomain. Enter these details into the connection form. To find your subdomain, log in to your Teachable account and navigate to the admin portal where you can copy the subdomain name.

Fill in your email and password for Teachable. Paste the subdomain from your Teachable account. Click ‘Save’ to establish the connection.

After connecting, you will map the details from the GetResponse contact to the new user fields in Teachable. Use the mapping feature to link the email and name from the GetResponse response and set a default password for the new user.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate adding GetResponse contacts in Teachable automatically. By following the steps outlined, you can seamlessly integrate these two applications and streamline your user management process. Automating this workflow not only saves time but also ensures accuracy in managing your contacts.

Learn how to integrate Heyflow with WhatsApp Cloud API using Pabbly Connect to send automated messages on form responses. Step-by-step tutorial included. 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

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages upon receiving a Heyflow form response, you need to access Pabbly Connect. Start by signing in as an existing user or create a new account to get started with the free plan that offers 100 tasks per month.

Once logged in, navigate to the all applications page. Here, you will find the option to access Pabbly Connect. Click on it to reach your dashboard, where you can create a new workflow for your integration.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, look for the ‘Create Workflow’ button located in the top right corner. Click on this button to initiate the workflow creation process.

• Name your workflow, for example, ‘Send WhatsApp Messages on Receiving Heyflow Form Response.’
• Select a folder to save your workflow, such as ‘Heyflow.’
• Click on ‘Create’ to proceed.

After creating the workflow, you will see a screen where you can set up your trigger and action. This is where the automation process begins, utilizing Pabbly Connect to connect Heyflow with WhatsApp Cloud API.

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3. Setting Up Trigger and Action in Pabbly Connect

In the Pabbly Connect interface, start by selecting your trigger application, which is Heyflow. Search for Heyflow and select it as your trigger application. The trigger event should be set to ‘New Response,’ which will initiate the workflow whenever a new form response is received.

Next, move to the action section to select WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message.’ This setup ensures that whenever a new response comes in through Heyflow, a WhatsApp message will be sent automatically using Pabbly Connect.

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4. Connecting Heyflow to Pabbly Connect

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

Next, go to your Heyflow account, open the lead generation form you created, and navigate to the ‘Integrate’ section. Here, you will find the option to add a webhook. Paste the copied webhook URL into the designated field and click on ‘ADD.’ Make sure to set the method to POST and save the changes.

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5. Sending WhatsApp Messages with Pabbly Connect

Once the webhook is set up, return to Pabbly Connect. You will see that it is waiting for a webhook response. To test this, fill in the Heyflow form with sample data and submit it. This action will trigger the webhook and send the data to Pabbly Connect.

• Connect to WhatsApp Cloud API by entering your token, phone number ID, and WhatsApp business account ID.
• Map the recipient’s mobile number and the body of the message using the data obtained from the Heyflow response.
• Click on ‘Save and Send Test Request’ to verify that the message is sent successfully.

If everything is set up correctly, you will receive a confirmation that the WhatsApp message has been sent to the lead. This integration showcases how Pabbly Connect effectively automates the process of sending messages based on form submissions.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to send WhatsApp messages automatically when receiving a Heyflow form response. By following the steps outlined, you can easily set up this integration and enhance your communication strategy.

Learn how to automate sending WhatsApp messages from Google Sheets using Pabbly Connect. Follow our 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

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Accessing Pabbly Connect to Automate WhatsApp Messages

To begin automating WhatsApp messages from Google Sheets, first, access Pabbly Connect. This integration platform allows you to connect various applications seamlessly without coding. Visit the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you’re a new user, click on the ‘Sign Up for Free’ button. After creating an account, you’ll receive 100 free tasks monthly to explore the features of Pabbly Connect.

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Creating a Workflow in Pabbly Connect

After signing in to your Pabbly Connect account, you will be directed to the dashboard. Here, you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter a name like ‘Send Automated WhatsApp Message from Google Sheets’ and select a folder to save it.

Upon creating the workflow, two windows will appear: one for the trigger and one for the action. In this case, the trigger will be Google Sheets, and the action will involve WhatsApp Cloud API. This setup allows you to automate the sending of WhatsApp messages based on updates in your Google Sheets.

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Setting Up Google Sheets as the Trigger in Pabbly Connect

To set Google Sheets as the trigger in Pabbly Connect, select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row.’ A webhook URL will be generated, which acts as a bridge between Google Sheets and Pabbly Connect.

Next, navigate to your Google Sheets, go to ‘Extensions’, and then ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets to see the Pabbly Connect option under Extensions. Click on it, select ‘Initial Setup’, and enter the webhook URL along with the trigger column (e.g., column B). This setup ensures that whenever data is entered in column B, it triggers the automation.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Install the Pabbly Connect Webhooks add-on in Google Sheets.
• Set the trigger column for your data (e.g., column B).

Once the setup is complete, send a test response to verify that the connection between Google Sheets and Pabbly Connect is successful. If you receive a response, you can proceed to the next step of sending WhatsApp messages.

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Configuring WhatsApp Cloud API Action in Pabbly Connect

With the Google Sheets trigger set, the next step is to configure the action using WhatsApp Cloud API within Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message.’ You will need to create a new connection by entering your WhatsApp Cloud API details, including the token, phone number ID, and business account ID.

To find these details, visit the Meta for Developers dashboard, navigate to API setup, and copy the required information. After entering the details in Pabbly Connect, click on ‘Save’ to establish the connection. Now, you can select the template you created earlier, such as ‘Divine Glamour,’ for sending messages. Ensure that you map the WhatsApp number and customer name dynamically to personalize each message sent.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Enter the WhatsApp Cloud API connection details.
• Select the message template you wish to use.
• Map the customer phone number and name dynamically.

After configuring the action, test the setup by sending a test message. If successful, you will see the message received on WhatsApp, confirming that the automation works correctly.

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Sending Messages to All Customers from Google Sheets

To send WhatsApp messages to all customers listed in your Google Sheets, go back to the Extensions menu, select Pabbly Connect Webhooks, and click on the ‘Send All Data’ button. This action will trigger the workflow you created, sending personalized messages to each customer based on their details in the spreadsheet.

As the messages are sent, you will receive confirmations on WhatsApp, showing that each customer has received their respective discount offers. This process is automated and requires no manual intervention once set up correctly in Pabbly Connect.

By following this method, you can efficiently manage customer communications and ensure that everyone receives timely updates. The automation provided by Pabbly Connect simplifies the process, allowing businesses to focus on other important tasks while maintaining customer engagement.

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Conclusion

Using Pabbly Connect to automate WhatsApp messages from Google Sheets streamlines the communication process significantly. By following the outlined steps, you can efficiently send personalized messages without manual effort. This integration enhances customer engagement while saving time.

Learn how to use Pabbly Connect to automate email marketing through Gmail and Google Sheets, sending up to 100,000 emails automatically for your bakery. 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

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1. Accessing Pabbly Connect for Email Automation

To start using Pabbly Connect for automating email marketing, first, visit the Pabbly website and sign in. If you’re a new user, you can sign up for free, which includes 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button in the top right corner to begin setting up your email automation process.

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2. Creating Your Email Marketing Workflow

In Pabbly Connect, you will need to name your workflow. For this example, name it ‘Email Marketing Automation: Google Sheets to Gmail’. This helps in organizing your workflows effectively.

To save your workflow, select a folder named ‘Google Sheets to Gmail’. This folder will help you keep track of all related automations. After naming and selecting the folder, click on ‘Create’ to proceed.

• Name your workflow appropriately.
• Select the relevant folder for organization.
• Click ‘Create’ to initiate the workflow.

After clicking ‘Create’, you’ll be directed to a new window where you can set up the trigger and action for your automation.

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3. Setting Up Trigger and Action in Pabbly Connect

In the trigger window of Pabbly Connect, select ‘Google Sheets’ as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or updated in your Google Sheets, it will trigger the email sending process.

Next, move to the action window and select ‘Gmail’ as your action application. Choose the action event ‘Send Email’. This setup will allow you to send emails to your customers automatically whenever the trigger occurs.

• Select Google Sheets as the trigger application.
• Choose the event ‘New or Updated Spreadsheet Row’.
• Select Gmail as the action application and choose ‘Send Email’.

This configuration is crucial for automating your email marketing through Pabbly Connect.

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4. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will receive a webhook URL in the trigger window. Copy this URL as it will link your Google Sheets to the Pabbly integration.

Open your Google Sheets where you have customer details. Go to Extensions and ensure you have the Pabbly Connect Webhooks extension installed. If not, install it from the Add-ons section. After installation, navigate back to Extensions and select Pabbly Connect Webhooks > Initial Setup.

Copy the webhook URL from Pabbly Connect. Install the Pabbly Connect Webhooks extension if not already done. Set up the initial configuration in Google Sheets.

Paste the copied webhook URL into the setup dialog, specifying the trigger column as the final data column (e.g., Column B). This step is essential for sending data to Pabbly Connect.

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5. Sending Emails Automatically Using Pabbly Connect

After setting up the connection, you can test the integration. Click on ‘Send Test’ in Pabbly Connect to send a test email using the details from your Google Sheets. Ensure you have mapped the recipient’s email address and other details correctly.

Once the test is successful, you can proceed to send emails to all customers listed in your Google Sheets. Click on Extensions, select Pabbly Connect Webhooks, and then click on ‘Send All Data’. This action will trigger the sending of emails to all customers automatically.

Test the integration by sending a test email. Map the recipient email and other necessary details. Use ‘Send All Data’ to automate emails to all customers.

This process allows you to efficiently use Pabbly Connect to send marketing emails to a large number of customers effortlessly.

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Conclusion

Using Pabbly Connect to automate email marketing through Gmail and Google Sheets is a powerful way to reach your customers efficiently. By following these steps, you can easily send personalized emails to your entire customer base automatically.

Learn how to integrate Facebook Lead Ads with Google Sheets using Pabbly Connect in just 6 minutes. Step-by-step tutorial 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. Getting Started with Pabbly Connect

To integrate Facebook Lead Ads with Google Sheets, you will first need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly.

Begin by signing into your existing Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks every month. Once logged in, navigate to the dashboard to start creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something descriptive, like ‘Connect Facebook Lead Ads to Google Sheets’. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the folder for organization.

After naming your workflow, you will see options for setting up the trigger and action. Here, the trigger application is Facebook Lead Ads, and the action application will be Google Sheets. This setup is crucial for the automation process.

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3. Setting Up the Trigger in Pabbly Connect

Now, set up the trigger by selecting Facebook Lead Ads as your application. The trigger event will be set to ‘New Lead Instant’. This means that every time you receive a new lead, the workflow will activate automatically.

To connect Facebook Lead Ads to Pabbly Connect, click on ‘Connect’ and log into your Facebook account. Once connected, select your Facebook page associated with your business, like ‘More Than Bakery’. Then, choose the lead generation form you want to use.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account.
• Select your Facebook page and lead form.

After setting this up, click on ‘Save and Send Test Request’ to ensure the connection is working. You will need to perform a test submission to proceed with the setup.

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4. Testing the Integration with Pabbly Connect

Once you have set up the trigger, it is essential to test the integration. Navigate to the Meta for Developers page and use the Lead Ads Testing Tool to submit a test lead. Fill in the required details and submit the form.

After successfully submitting the test lead, return to Pabbly Connect. You should see the response captured from Facebook Lead Ads, confirming that the integration is functioning correctly. This step is crucial as it validates that your trigger is set up properly and ready to capture leads.

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5. Setting Up the Action in Pabbly Connect

Now that your trigger is successfully set, it’s time to set up the action to add lead details to Google Sheets. Select Google Sheets as your action application and choose the action event as ‘Add New Row’.

To connect Google Sheets to Pabbly Connect, click on ‘Connect’ and sign in with your Gmail account. Once connected, select the spreadsheet you created for leads, such as ‘Facebook Leads’. Map the fields from the lead details received from Facebook to the corresponding columns in Google Sheets.

Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Map the lead details into the spreadsheet.

After mapping the details, click on ‘Save and Send Test Request’. You should see a positive response indicating that the lead details have been successfully added to your Google Sheet. This confirms that your automation is now complete.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Google Sheets using Pabbly Connect. This integration allows for seamless automation of lead capturing and management, enhancing your business efficiency.

By following the steps outlined, you can ensure that every new lead from Facebook is automatically recorded in your Google Sheets, streamlining your workflow and saving time.

Learn how to send automated SMS to your customers using Pabbly Connect to integrate Google Sheets and Twilio. Step-by-step tutorial included. 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

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1. Accessing Pabbly Connect for SMS Automation

To send automated SMS to your customers, first, access Pabbly Connect. Start by signing in or creating an account if you are a new user. Pabbly Connect offers 100 free tasks monthly for new users, making it easy to begin your automation journey.

Once logged in, navigate to the dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button found in the top right corner. Name your workflow, for example, ‘Send Automated SMS to Your Customers,’ and select the appropriate folder for organization.

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2. Setting Up Google Sheets as the Trigger Application

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Click on the trigger window and select Google Sheets. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to initiate the workflow whenever there is a new entry.

• Select ‘Google Sheets’ as your trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.
• Ensure that your Google Sheet has customer details ready for SMS sending.

After configuring the trigger, you will receive a webhook URL from Pabbly Connect. This URL will link your Google Sheets to the platform, allowing real-time data transfer.

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3. Connecting Twilio to Send SMS Messages

Next, set up Twilio as the action application in your Pabbly Connect workflow. Click on the action window and select Twilio. Choose the action event as ‘Send SMS Message’ to send the SMS notifications to your customers based on the data retrieved from Google Sheets.

To connect Twilio, you will need your Twilio Account SID and Authorization Token. Copy these from your Twilio account and paste them into the respective fields in Pabbly Connect. This connection allows Pabbly Connect to send SMS messages on your behalf.

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4. Customizing the SMS Content for Customers

Now that Twilio is connected, customize the SMS message you want to send to your customers. In Pabbly Connect, map the recipient’s number from the data received from Google Sheets. This ensures that each SMS is personalized for the customer.

• Map the recipient’s number from the Google Sheets response.
• Craft your SMS message, including the customer’s name and product details.
• Test the SMS sending functionality to ensure everything works correctly.

After mapping the details and crafting the message, click on ‘Save and Test Request’. You should receive a confirmation that the SMS has been sent successfully, indicating that your integration is working as intended.

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5. Finalizing the Integration and Sending SMS

To complete the integration, return to your Google Sheets. Click on ‘Extensions’, select ‘Pabbly Connect Webhook’, and choose ‘Send All Data’. This step ensures that all customer details are sent to Pabbly Connect and the SMS notifications are dispatched accordingly.

After sending all data, check your SMS inbox to confirm that the messages were delivered successfully. This finalizes your setup, allowing you to automate SMS sending to your customers every time you update your Google Sheets.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated SMS to your customers through Google Sheets and Twilio. By following these steps, you can efficiently keep your customers informed about new product launches and promotions.

Learn how to integrate Gmail with WhatsApp using Pabbly Connect to automatically share email attachments. Step-by-step tutorial with detailed instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Gmail and WhatsApp Integration

To start sharing Gmail attachments on WhatsApp, you need to set up Pabbly Connect. First, visit the Pabbly Connect website and sign in or create a free account. Once you’re logged in, access the Pabbly Connect dashboard where you can create workflows that automate tasks.

To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Share Gmail Attachments on WhatsApp’. This workflow will facilitate the connection between Gmail and WhatsApp using the Pabbly Connect platform.

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2. Setting Up the Trigger in Pabbly Connect

The first step in your workflow is setting up the trigger. For this integration, you’ll use the Email Parser tool within Pabbly Connect. Select ‘Email Parser’ as your trigger application. This application will capture all incoming emails that contain attachments.

• Select ‘Email Parser’ as the trigger application.
• Connect your Gmail account to forward emails to Pabbly Connect.
• Copy the provided email address from Pabbly Connect.

Next, go to your Gmail settings, find the forwarding section, and add the email address you copied from Pabbly Connect. This allows Gmail to forward incoming emails to the Pabbly Connect Email Parser.

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3. Filtering Emails for Attachments

After setting up the trigger, the next step is to filter the emails to ensure that only those with attachments are processed. In Pabbly Connect, add a filter action to your workflow. This filter will check if the incoming email has an attachment and if the subject contains the word ‘resume’.

• Select the filter application from Pabbly Connect.
• Set the filter condition to check for attachments.
• Add conditions to check if the email subject contains ‘resume’.

By doing this, you ensure that only relevant emails are processed for sending via WhatsApp. This step is crucial for maintaining the integrity of your workflow in Pabbly Connect.

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4. Integrating WhatsApp Cloud API with Pabbly Connect

The final step is to integrate WhatsApp using the WhatsApp Cloud API. In this step, you will set up an action to send a message via WhatsApp whenever a new email with an attachment is received. Select the WhatsApp Cloud API as your action application in Pabbly Connect.

To connect your WhatsApp account, you will need your WhatsApp Business Account ID, phone number ID, and access token. Copy these details from your WhatsApp Cloud API account and paste them into the respective fields in Pabbly Connect.

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5. Conclusion: Automating Gmail Attachments to WhatsApp with Pabbly Connect

In conclusion, using Pabbly Connect allows you to automate the process of sharing Gmail attachments on WhatsApp efficiently. By following these steps, you can ensure that every time you receive an email with a resume, it gets shared on WhatsApp automatically.

This integration not only saves time but also ensures that you never miss an important resume. With Pabbly Connect, you can streamline your workflow and enhance your productivity.

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Learn how to send scheduled SMS from Notion database items using Pabbly Connect. This detailed tutorial covers every step of the integration process. 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 SMS Scheduling

To send scheduled SMS from Notion database items, you first need to set up Pabbly Connect. Start by signing in to your Pabbly Connect account. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Pabbly Connect offers 100 free tasks each month, allowing you to explore its features.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear where you can name your workflow, such as ‘Send Scheduled SMS from Notion Database.’ After naming your workflow, select a folder to save it, then click on ‘Create’ to proceed.

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2. Defining Trigger and Action in Pabbly Connect

In this section, you will define the trigger and action for your SMS scheduling process using Pabbly Connect. The trigger application will be Notion, and the action application will be Twilio. In the trigger window, search for ‘Notion’ and select it as your trigger application.

• Select ‘New Database Item’ as the trigger event.
• For the action application, search for ‘Twilio’ and select it.
• Choose ‘Send SMS’ as the action event.

After setting up the trigger and action, you will connect Notion to Pabbly Connect. Click on ‘Connect’ next to Notion, and a new window will appear. Authorize Pabbly Connect to access your Notion account by clicking on ‘Allow Access.’ Once authorized, your Notion account will be successfully connected.

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3. Configuring Notion Database Integration

Next, you need to configure the Notion database integration in Pabbly Connect. In the trigger settings, select the specific database from which you want to pull data. For example, select the ‘Leads’ database you have created.

• Click on ‘Save and Send Test Request’ to capture the latest database response.
• This trigger checks for new data every 8 hours.
• Make sure to add a new customer in Notion to test the integration.

After adding a new customer in your Notion database, return to Pabbly Connect. You should see the details captured in the response, such as the customer’s name, email, and phone number. This step ensures that the integration is correctly set up to pull data from Notion.

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4. Setting Up SMS Scheduling with Pabbly Connect

Now that you have configured the Notion database, you can set up SMS scheduling in Pabbly Connect. Click on the ‘Add Step’ option and select ‘Delay’ to specify when the SMS should be sent. You can set the delay for minutes, hours, days, or a specific date and time.

For this example, enter the date and time for when you want the SMS to be sent. Ensure to map the date and time from the previous response. Since the SMS needs to be sent in UTC format, you will need to format the date using the ‘Date Time Formatter’ by Pabbly.

Select the action event as ‘Format Date with Time Zone’. Map the date and time received from the Notion response. Ensure the from time zone is set to ‘Asia/Kolkata’ and the to time zone is set to ‘ETC/UTC’.

After formatting the date, click on ‘Save and Send Test Request’ to verify that the delay is set correctly. This setup ensures that the SMS is sent at the scheduled time.

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5. Finalizing SMS Sending with Pabbly Connect

To finalize the SMS sending process, you will connect your Twilio account to Pabbly Connect. Click on ‘Connect’ next to Twilio and enter your Account SID and Authorization Token. This step is crucial for establishing a secure connection between Twilio and Pabbly Connect.

Once connected, map the SMS body, sender number, and recipient number from the Notion response. This mapping ensures that the correct information is sent in the SMS. Finally, click on ‘Save and Send Test Request’ to send a test SMS.

Verify that the SMS is sent successfully to the recipient’s number. Check the SMS content to ensure it matches what you intended to send. This confirms that your automation is working perfectly.

After completing these steps, you will have successfully set up an automation that sends scheduled SMS from Notion database items to your customers using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send scheduled SMS from Notion database items using Pabbly Connect. By following the detailed steps, you can automate your SMS notifications effortlessly. This integration enhances your communication with customers and streamlines your workflow.

Learn how to integrate BigCommerce order details with WhatsApp using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. 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. Connecting Pabbly Connect to BigCommerce and WhatsApp

To get BigCommerce order details on WhatsApp, we will use Pabbly Connect as the integration platform. First, access Pabbly Connect by visiting the official website and signing in or signing up for a free account. Once logged in, navigate to the Pabbly Connect dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Get BigCommerce Order Details on WhatsApp.’ Select the folder where you want to save this workflow. This setup establishes a foundation for triggering events and actions.

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2. Setting Up the Trigger for New Orders in BigCommerce

The next step involves configuring the trigger in Pabbly Connect. Choose BigCommerce as your trigger application and select ‘New Order Created’ as the trigger event. This event will initiate the workflow whenever a new order is placed.

• Select BigCommerce as the application.
• Choose ‘New Order Created’ as the trigger event.
• Connect your BigCommerce account to Pabbly Connect.

To connect BigCommerce, provide the necessary details such as Client ID, Access Token, and Store Hash Key found in your BigCommerce API settings. Ensure all permissions are granted to allow Pabbly Connect to access order details.

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3. Retrieving Order Details Using Pabbly Connect

After successfully setting up the trigger, the next step is to retrieve the order details using Pabbly Connect. In the actions section, select BigCommerce again and choose the ‘Get Order by ID’ action event. This allows you to fetch specific order details using the order ID received from the trigger.

Connect BigCommerce again using the existing connection. You will map the order ID from the trigger response to retrieve the relevant order details. This includes customer information, product names, quantities, and total amounts.

• Select ‘Get Order by ID’ as the action event.
• Map the order ID from the trigger response.
• Save and test the action to ensure it retrieves the correct data.

After testing, you should see the order details in the response from BigCommerce, confirming the successful retrieval of information.

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4. Sending Order Details to WhatsApp Using Pabbly Connect

The final step is to send the retrieved order details to WhatsApp. In the actions section of Pabbly Connect, select WhatsApp Cloud API as your application and choose ‘Send Template Message’ as the action event. This action will send a formatted message containing the order details to your WhatsApp number.

To connect WhatsApp Cloud API, you need your Access Token, Phone Number ID, and WhatsApp Business Account ID. After entering these details, select the template you created for new orders. Ensure to map the customer name, product names, quantities, and prices to the corresponding fields in your WhatsApp message.

Select WhatsApp Cloud API as the application. Choose ‘Send Template Message’ as the action event. Map the necessary fields to the WhatsApp message template.

After saving and testing this action, you should receive a WhatsApp message containing the new order details, confirming that the integration works as intended.

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5. Conclusion

In this tutorial, we successfully integrated BigCommerce with WhatsApp using Pabbly Connect. By setting up triggers for new orders and actions to send messages, we automated the process of receiving order details on WhatsApp. This setup enhances order management and communication efficiency.

With Pabbly Connect, you can streamline various integrations and automate workflows effectively, making it a powerful tool for businesses seeking automation solutions.

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Learn how to seamlessly integrate Facebook Lead Ads with Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for effective automation. 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. Accessing Pabbly Connect for Facebook Lead Ads Integration

To start integrating Facebook Lead Ads with Different Google Sheets, you need to access Pabbly Connect. If you are a new user, click on the ‘Sign Up for Free’ button. Existing users can simply sign in to their account.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button to begin setting up your automation process. You can name your workflow something like ‘Add New Leads Received via Facebook Lead Ads to Different Google Sheets’.

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2. Setting Up the Trigger Application in Pabbly Connect

In this section, you will set up the trigger for your workflow. The trigger application will be Facebook Lead Ads. Select it and choose the trigger event as ‘New Lead Instant’. This means the workflow will activate whenever a new lead is captured. using Pabbly Connect

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Click on ‘Connect’ to establish the connection.

After clicking connect, authorize Pabbly Connect to access your Facebook account. Once connected, select the Facebook page associated with your bakery and the lead generation form you created earlier. Click on ‘Save and Send Test Request’ to proceed.

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3. Testing the Integration with Facebook Lead Ads

To ensure the integration is working correctly, you need to perform a test submission. Navigate to the Meta for Developers site and use the Lead Ads Testing Tool. Here, select your Facebook page and the lead form. using Pabbly Connect

• Fill in the lead details in the test form.
• Submit the test lead to capture the data in Pabbly Connect.

Once you submit the test lead, Pabbly Connect will capture the details, including the selected product preference. This confirms that your trigger is functioning correctly and the data is being received as expected.

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4. Adding Action Steps to Route Leads to Google Sheets

With the trigger successfully set, the next step is to add action steps that will route the leads to Different Google Sheets. Click on ‘Add Action Step’ and select ‘Router by Pabbly’. This feature allows you to categorize leads based on their preferences. using Pabbly Connect

Name the routes based on product preferences, e.g., ‘Cake’ and ‘Cupcake’. Set conditions for each route to determine which leads go where.

For instance, if a lead prefers cake, it will follow the ‘Cake’ route, and if they prefer cupcake, it will follow the ‘Cupcake’ route. This routing ensures that each lead is categorized correctly in your Google Sheets.

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5. Finalizing Google Sheets Integration with Pabbly Connect

After setting up the routes, the final step is to integrate Google Sheets. For each route, select ‘Google Sheets’ as the action application and choose ‘Add New Row’ as the action event. Connect to your Google Sheets account and authorize access.

Select the appropriate Google Sheet for each route, e.g., ‘Cake Preference’ or ‘Cupcake Preference’. Map the lead details to the corresponding columns in the Google Sheet.

Once all details are mapped, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the lead details have been added successfully. This completes the integration process using Pabbly Connect.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Facebook Lead Ads with Different Google Sheets effectively. By following these steps, you can automate lead management for your bakery and categorize leads based on their preferences effortlessly.