Author: Rajpal Tomar

Learn how to automate your ThriveCart and Flowdesk integration with Pabbly Connect. Step-by-step guide to streamline your workflow effectively. 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

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1. Setting Up Pabbly Connect for ThriveCart and Flowdesk Integration

To start automating your workflow, you need to access Pabbly Connect. This platform enables seamless integration between ThriveCart and Flowdesk.

First, sign up for a free account on the Pabbly Connect dashboard. Once logged in, click on ‘Create Workflow’. Name your workflow, for example, ‘ThriveCart to Flowdesk’, and click on ‘Create’ to proceed.

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2. Configuring the Trigger Event in Pabbly Connect

In this section, we will set up the trigger event within Pabbly Connect to monitor purchases in ThriveCart. This step is crucial as it initiates the automation.

• Search for ‘ThriveCart’ in the app selection.
• Select ‘Product Purchase’ as the trigger event.
• Connect your ThriveCart account by entering your API key.
• Choose the product for which you want to set up automation.

After configuring these settings, click on ‘Save and Send Test Request’. Pabbly Connect will now wait for a response from ThriveCart, indicating a new purchase has been made.

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3. Removing Subscriber from Flowdesk Using Pabbly Connect

Next, we will utilize Pabbly Connect to remove a subscriber from a specific segment in Flowdesk. This action is triggered by the purchase event from ThriveCart.

In the action window, select Flowdesk and choose the action event as ‘Remove Existing Subscriber from Segment’. Connect your Flowdesk account by signing in and allowing access.

• Map the subscriber’s email address from the ThriveCart response.
• Select the segment from which you want to remove the subscriber.
• Click on ‘Save and Send Test Request’ to execute the action.

This will remove the customer from the designated segment in Flowdesk, confirming that the workflow is functioning correctly.

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4. Adding Subscriber to a New Segment in Flowdesk

After removing the subscriber, you can also add them to a new segment using Pabbly Connect. This allows for better organization of your customer base.

Click on ‘Add Action Step’ and select Flowdesk again. Choose the action event as ‘Add Existing Subscriber to Segment’. Connect to your Flowdesk account if prompted.

Map the email address of the subscriber from the previous response. Select the new segment to which the subscriber should be added. Click on ‘Save and Send Test Request’ to finalize the process.

Once completed, the subscriber will be successfully added to the new segment, enhancing your marketing efforts.

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5. Testing the Automation Workflow in Real-Time

Finally, it’s essential to test the entire automation workflow created with Pabbly Connect. This ensures everything is functioning as expected.

Make a test purchase using a subscriber’s details in your ThriveCart store. After completing the order, check your Flowdesk account to confirm the subscriber is removed from the signup segment and added to the ThriveCart customer segment.

By following these steps, you can effectively automate your workflow between ThriveCart and Flowdesk using Pabbly Connect. This integration saves time and improves customer management.

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Conclusion

In summary, using Pabbly Connect to automate the integration between ThriveCart and Flowdesk enhances workflow efficiency. This step-by-step guide helps streamline your processes effectively.

Learn how to integrate HubSpot with SendGrid using Pabbly Connect for seamless email marketing automation. Follow our step-by-step guide! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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Setting Up Pabbly Connect Workflow for HubSpot and SendGrid Integration

To start integrating HubSpot with SendGrid using Pabbly Connect, first, access the Pabbly Connect dashboard. Sign up for free if you haven’t already, and log in to your account.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘HubSpot to SendGrid Integration’, and click on the ‘Create’ button to proceed. This will take you to the workflow page where you can set your trigger and actions.

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Configuring HubSpot as the Trigger in Pabbly Connect

In the workflow setup, the first step is to set up the trigger. The trigger is the event that initiates the workflow. For this integration, select HubSpot as the trigger application in Pabbly Connect.

After selecting HubSpot, choose the trigger event as ‘New Contact Added’. Click on the ‘Connect’ button and then select ‘Add New Connection’ to link your HubSpot account. You may need to log in to HubSpot to authenticate the connection.

• Select the HubSpot account you want to connect.
• Choose the output properties you wish to fetch, such as first name, last name, email, and phone number.

After setting up the trigger, click on ‘Save and Send Test Request’ to test if the connection is working properly. Create a new contact in HubSpot to generate test data and confirm the integration.

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Setting Up SendGrid as the Action in Pabbly Connect

Now that HubSpot is configured as the trigger, it’s time to set up SendGrid as the action in your Pabbly Connect workflow. Select SendGrid from the action window and choose the action event as ‘Add or Update a Contact’.

Click on the ‘Connect’ button, then select ‘Add New Connection’. To connect to your SendGrid account, you will need to provide your SendGrid API key. You can find this key in your SendGrid dashboard under Settings > API Keys.

• Generate a new API key in SendGrid and copy it.
• Paste the API key into the Pabbly Connect connection field.

Once connected, select the list in which you want to add the contacts in SendGrid. Map the fields such as email, first name, and last name using the data received from the HubSpot trigger. Finally, click on ‘Save and Send Test Request’ to add the contact to SendGrid.

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Testing the Integration of HubSpot and SendGrid

After setting up both the trigger and action, it’s crucial to test the integration to ensure everything is functioning correctly. In Pabbly Connect, use the ‘Save and Send Test Request’ button to send the test data from HubSpot to SendGrid.

Check your SendGrid dashboard to confirm that the new contact has been added. You should see the test contact listed in the selected contact list. If successful, you will receive a confirmation message in Pabbly Connect.

With the integration working, any new contact added in HubSpot will automatically be sent to SendGrid without any manual effort. This automation saves time and enhances your email marketing efforts.

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Conclusion

Integrating HubSpot with SendGrid through Pabbly Connect allows for seamless email marketing automation. By following these steps, you can efficiently manage your contacts and enhance outreach efforts. Start automating today for better productivity!

Learn how to integrate Systema.io with MailerLite using Pabbly Connect. This detailed tutorial covers every step in the integration process, ensuring seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Access Pabbly Connect for Integration

To integrate Systema.io with MailerLite, start by accessing Pabbly Connect. Navigate to the Pabbly website and select the option to sign in or sign up for a free account. New users can create an account quickly and receive 100 free tasks to explore the platform.

Once logged in, you will be directed to the dashboard. Here, locate the option to create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration between Systema.io and MailerLite, facilitated by Pabbly Connect.

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2. Setting Up the Trigger with Systema.io

In this section, you will set up the trigger for your workflow using Systema.io. Select Systema.io as the trigger application and choose the trigger event as ‘Contact Subscribed to a Form’. This event is essential as it captures the form submissions from your Systema.io account.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Follow the instructions carefully to connect your Systema.io form to this webhook. You will need to set up automation rules in Systema.io to send data to this URL whenever a new form is submitted. This ensures that Pabbly Connect receives the necessary data for further processing.

• Select the appropriate funnel in Systema.io.
• Create a new rule to trigger the webhook upon form submission.
• Save the automation rule to ensure it is active.

Once you have set up the trigger, return to Pabbly Connect, which will now be waiting for a webhook response to confirm that the integration is working correctly.

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3. Testing the Webhook Response

Now that the trigger is set up, it’s time to test the webhook response. Go to your Systema.io form and submit a test entry. Fill in the required fields with dummy data to simulate a real lead submission. This step is crucial as it allows Pabbly Connect to capture the data sent from Systema.io.

After submitting the form, return to Pabbly Connect to check if the webhook has received the data correctly. You should see the response populated with the details you just entered. This confirms that the integration is functioning as intended and that Pabbly Connect is effectively capturing the data.

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4. Setting Up the Action with MailerLite

With the trigger successfully tested, the next step is to set up the action in MailerLite. Select MailerLite as the action application and choose the event ‘Add or Update Subscriber’. This event allows you to create a new subscriber in your MailerLite account using the data captured from Systema.io.

To connect MailerLite with Pabbly Connect, you will need to enter your MailerLite API key. This can be found in your MailerLite account under the integrations section. Once you enter the API key and establish the connection, you can proceed to map the fields from the webhook response to the corresponding fields in MailerLite.

• Select the appropriate group in MailerLite for new subscribers.
• Map the email and other fields from Systema.io to MailerLite.
• Save and send a test request to create the subscriber.

After mapping the fields, click on ‘Save and Send Test Request’ to create a new subscriber in MailerLite. You should see a confirmation of the new subscriber creation, indicating that Pabbly Connect has successfully integrated the two applications.

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5. Confirming the Subscription

Once the new subscriber is created in MailerLite, they will receive a confirmation email. This step is crucial as it ensures that the subscriber confirms their subscription. You can check your email to verify that the confirmation email has been sent successfully.

After confirming the subscription, return to your MailerLite account and check the subscribers’ section to see if the new subscriber appears there. This final check confirms that the entire workflow is functioning correctly, with Pabbly Connect seamlessly facilitating the integration between Systema.io and MailerLite.

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Conclusion

In this tutorial, we explored how to integrate Systema.io with MailerLite using Pabbly Connect. By following the steps outlined, you can automate the process of adding new subscribers based on form submissions, ensuring efficiency and seamless communication.

Learn how to automate the process of creating subscribers in Akumba Mail from Notion using Pabbly Connect. Step-by-step guide to streamline your workflow. 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

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1. Setting Up Pabbly Connect for Notion and Akumba Mail Integration

To automate the process of creating subscribers in Akumba Mail from Notion, you will need to use Pabbly Connect. Start by accessing your Pabbly Connect account. If you’re a new user, you can sign up for a free account in just a few minutes.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this tutorial, name it ‘Create Subscriber in Akumba Mail from Notion Automatically’ and click on ‘Create’. This initiates the setup process for your automation.

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2. Configuring Notion as the Trigger in Pabbly Connect

In the trigger setup, select Notion as the application. The goal is to trigger an action whenever a new database item is created in Notion. Choose the trigger event as ‘New Database Item’ and click on ‘Connect’.

• Select ‘Add New Connection’.
• You will need to authorize Pabbly Connect to access your Notion account.
• Once authorized, select the database you wish to use for capturing the contact information.

Now that your Notion account is connected to Pabbly Connect, you can add dummy contact details in your Notion database. This will help test the automation process. After adding the details, go back to Pabbly Connect and click on the button to fetch the latest data from Notion.

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3. Setting Up Akumba Mail as the Action in Pabbly Connect

Once you have successfully fetched data from Notion, the next step is to set Akumba Mail as the action application in Pabbly Connect. Choose Akumba Mail and select the action event ‘Create Subscriber’.

To connect Akumba Mail, click on ‘Add New Connection’. You will be prompted to enter your API key. Click on the hyperlink provided to retrieve your API key from Akumba Mail, paste it into the respective field, and click ‘Connect’. This establishes a connection between Akumba Mail and Pabbly Connect.

• Ensure that the subscriber list you wish to add contacts to is visible in Pabbly Connect.
• Create a new subscriber list in Akumba Mail if you haven’t done so already.
• Map the fields from Notion to the corresponding fields in Akumba Mail.

After mapping the fields, you can proceed to test the integration. Save and send a test request to see if the subscriber has been created successfully in Akumba Mail.

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4. Testing the Integration Between Notion and Akumba Mail

With both applications connected, it’s time to test the integration. After clicking ‘Save and Send Test Request’, check your Akumba Mail account to verify that the subscriber has been added. Ensure that the details match what you entered in Notion.

This step is crucial as it confirms that the automation is functioning correctly. If the subscriber appears in your Akumba Mail list with the correct information, it means that Pabbly Connect has successfully automated the process. If not, revisit the mapping and connection settings.

Double-check that all fields are correctly mapped. Ensure that the API key and permissions are correctly set. Confirm that the trigger is polling for new data every eight hours.

Once confirmed, you can relax as Pabbly Connect will manage this automation seamlessly in the background.

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5. Conclusion

In this tutorial, we explored how to automate the creation of subscribers in Akumba Mail from Notion using Pabbly Connect. By following the steps outlined, you can streamline your workflow and eliminate manual data entry. This integration not only saves time but also enhances productivity, allowing you to focus on more important tasks.

Utilizing Pabbly Connect for such automation can significantly improve your operational efficiency. Set up your integrations today and experience the benefits of automation firsthand!

Learn how to automate the integration of Google Calendar events into Notion using Pabbly Connect with this step-by-step tutorial. 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. Setting Up Pabbly Connect for Google Calendar and Notion Integration

To integrate Google Calendar events into Notion, you’ll first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account, you can create a free one quickly.

After logging in, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to begin the integration process. Name your workflow, for example, ‘Add Google Calendar Events to Notion Automatically’, and click on ‘Create’.

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2. Connecting Google Calendar with Pabbly Connect

The next step involves connecting Google Calendar to Pabbly Connect. In the workflow editor, you will see two boxes for trigger and action. Select Google Calendar as your trigger application.

• Choose the trigger event as ‘New Event’.
• Click on the ‘Connect’ button to establish the connection.
• Sign in with your Google account and grant access to Pabbly Connect.

Once connected, you can see all your Google calendars. Select the calendar you want to use and save the settings. This connection allows Pabbly Connect to capture new event details automatically.

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3. Formatting Event Details with Pabbly Connect

After successfully connecting Google Calendar, the next step is to format the event details using Pabbly Connect. To do this, click on the ‘+’ icon after your Google Calendar step and select ‘Date and Time Formatter’.

• Map the ‘Start Date’ from the previous step.
• Choose the format for the date and time conversion.
• Select the time zone as UTC.

Click on the ‘Save’ button to format the date and time. This ensures that the event details are accurately captured and ready to be sent to Notion.

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4. Sending Event Details to Notion Using Pabbly Connect

Now that the event details are formatted, it’s time to send them to Notion using Pabbly Connect. Select Notion as your action application and choose the action event as ‘Create Database Item’.

Connect your Notion account by granting access to the necessary pages. Once connected, select the database where you want to store the event details. Map the required fields such as event title, summary, date, and time using the data from the previous steps.

After mapping all the fields, click on ‘Save and Send Test Request’. This will send the event details to Notion, allowing you to verify that everything is working correctly. Check your Notion database to confirm that the event has been added successfully.

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5. Automating the Process with Pabbly Connect

The final step is to automate the entire process using Pabbly Connect. Once the integration is set up, every time you schedule a new event in Google Calendar, the event details will be automatically sent to Notion.

Pabbly Connect will check for new events every 10 minutes, ensuring that your Notion database is always up-to-date. This automation saves time and helps keep track of all scheduled events without manual entry.

By following these steps, you can streamline your workflow and enhance productivity. With Pabbly Connect, integrating Google Calendar with Notion becomes a seamless process.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Google Calendar events into Notion automatically. This integration simplifies event management, allowing for efficient tracking of scheduled events in Notion.

Learn how to automate the integration of Google Calendar events into Notion using Pabbly Connect. Step-by-step tutorial for seamless workflow. 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 Google Calendar and Notion Integration

To integrate Google Calendar with Notion, you first need to set up Pabbly Connect. Begin by logging into your Pabbly Connect account or creating a new one if you haven’t already. Once logged in, navigate to the dashboard where you can start creating your workflow.

After reaching the dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow. For this integration, you can name it ‘Add Google Calendar Events to Notion Automatically’. After naming, click on the ‘Create’ button to proceed.

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2. Connecting Google Calendar with Pabbly Connect

In this section, you will connect Google Calendar to Pabbly Connect as the trigger application. Select Google Calendar from the trigger options and choose the event type as ‘New Event’. This will allow Pabbly Connect to capture new events scheduled in Google Calendar.

Next, click on the ‘Connect’ button to establish the connection. You will be prompted to sign in to your Google account. Allow access to your Google Calendar. Once connected, you will see a list of your calendars. Choose the calendar where you will be adding events.

• Select the trigger event as ‘New Event’.
• Click on ‘Connect’ and sign in with Google.
• Choose your calendar from the dropdown list.

After selecting your calendar, click on the ‘Save’ button. This will ensure that your Google Calendar is successfully connected to Pabbly Connect.

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3. Capturing Event Details from Google Calendar

Once your Google Calendar is connected to Pabbly Connect, it’s time to capture the event details. You can do this by scheduling a new event in your Google Calendar. For example, create an event titled ‘Meeting with Mr Roy’ on August 8th from 9 AM to 9:30 AM.

After saving the event, return to Pabbly Connect and click on the ‘Test’ button. This action will fetch the most recent event details from your Google Calendar. You will see various details such as the event title, date, time, and description captured in Pabbly Connect.

• Create a new event in Google Calendar.
• Click ‘Test’ in Pabbly Connect to fetch event details.
• Verify that all event details are captured correctly.

Now you have successfully captured event details, which will be used to update Notion.

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4. Formatting Event Details for Notion

To ensure that the event details are correctly formatted for Notion, you will use the Date and Time Formatter feature in Pabbly Connect. Click on the plus icon to add a new action step and select the Date and Time Formatter.

In the formatter, map the start date and time from the previous step. Set the required formats and time zones. For example, you can set the format to ‘YYYY-MM-DD HH:mm:ss’. Once configured, click on ‘Save’. This will ensure that the event details are formatted correctly before sending them to Notion.

Select Date and Time Formatter from the action options. Map the start date and time from the Google Calendar step. Choose the appropriate formats and time zones.

After formatting, you can now proceed to send this data to Notion.

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5. Sending Event Details to Notion

With the event details formatted, the next step is to connect Notion to Pabbly Connect. Select Notion as the action application and choose the action event as ‘Create Database Item’. This will allow you to send the event details to your Notion database.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your Notion account. Once connected, select the database where you want to store the event details. Map the fields with the data captured from Google Calendar, such as event title, date, and time.

Select Notion as the action application. Choose ‘Create Database Item’ as the action event. Map the necessary fields from Google Calendar to Notion.

After mapping the fields, click ‘Save’ to finish the setup. Your integration is now complete, and every time a new event is scheduled in Google Calendar, it will automatically be added to Notion.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Google Calendar with Notion. By following the steps outlined, you can automate the process of adding Google Calendar events into Notion seamlessly. This integration helps in maintaining an organized record of your events effortlessly.

Learn how to automate bulk email sending from Google Sheets using Pabbly Connect. This step-by-step guide covers integration with Gmail and Google Drive for seamless communication.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for automating emails, first, sign up for a free account. This powerful automation tool allows you to streamline your email communication directly from Google Sheets.

Once signed up, log into your Pabbly Connect dashboard. Here, you will find the option to create a new workflow, which is essential for setting up your automation process.

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2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Assign a suitable name to your workflow, such as ‘Bulk Email Automation from Google Sheets.’ This name will help you identify the workflow later.

Next, you will set up the trigger for your workflow. For this automation, select the ‘Scheduler’ option to define when your workflow should run. You can choose to run it once, daily, or at specific intervals. Here’s how you can schedule it:

• Select the frequency (once, daily, etc.).
• Choose the date and time for the workflow to run.
• Save the scheduler settings.

After saving, your workflow is now scheduled to run based on your defined settings. This feature of Pabbly Connect is crucial for automating email sending without manual intervention.

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3. Integrating Google Sheets with Pabbly Connect

To pull recipient data for your emails, you need to integrate Google Sheets into your Pabbly Connect workflow. Select Google Sheets as the action app and choose the ‘Get Rows’ action event. Click on the connect button to link your Google account.

You will be prompted to select the spreadsheet containing your recipient list. Ensure your spreadsheet is properly formatted with names and email addresses. Here’s how to set it up:

• Select your spreadsheet from the list.
• Define the data range to include all relevant rows and columns.
• Save and send a test request to verify the connection.

Once connected, Pabbly Connect will fetch the recipient data, allowing you to send personalized emails to each entry in your spreadsheet.

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4. Sending Emails via Gmail Integration in Pabbly Connect

After retrieving the data from Google Sheets, the next step in your Pabbly Connect workflow is to send emails using Gmail. Add a new action and select Gmail as the app, then choose ‘Send Email’ as the action event.

You will need to connect your Gmail account to Pabbly Connect. Once connected, you can map the recipient’s email address from the previous step (the iterator step) to personalize each email. Here’s how to configure the email settings:

Set the recipient’s email address from the iterator data. Define the subject and body of the email, including personalized fields. Attach any necessary files, such as PDF documents from Google Drive.

After configuring the email settings, click ‘Save and send test request’ to verify that the email is sent correctly. This step showcases how Pabbly Connect facilitates seamless communication through automated email delivery.

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5. Conclusion: Automate Your Email Process with Pabbly Connect

By utilizing Pabbly Connect, you can efficiently automate bulk email sending directly from Google Sheets. This integration not only saves time but also enhances productivity by sending personalized emails on a predefined schedule.

With the steps outlined, you can set up your automation workflow easily and ensure smooth communication with your recipients. Implementing this process will empower you to manage your email outreach effectively and effortlessly.

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Learn how to use Pabbly Connect to automate the integration of Zoho CRM and Google Sheets using webhooks. Step-by-step guide 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 Integration

To begin the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Once logged in, you will be directed to the dashboard where you can create new workflows.

To get started, click the blue button labeled ‘Create Workflow’. Here, you will provide a name for your workflow, for example, ‘Create Zoho CRM Contact from Webhook Response’. After naming your workflow, click on ‘Create’ to proceed to the next step.

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2. Setting Up Webhook in Pabbly Connect

In this section, you will set up a webhook using Pabbly Connect. The webhook serves as a trigger that allows data to be sent from another application, such as Jotform, to Zoho CRM. In the workflow dashboard, you will find two boxes for trigger and action.

• Select ‘Webhook’ as the trigger application.
• Copy the generated webhook URL provided by Pabbly Connect.
• Paste this URL into the Jotform integration settings.

Once the webhook URL is successfully pasted into Jotform, it will start listening for incoming data. This setup allows you to automatically capture user details submitted through your Jotform forms.

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3. Creating a Contact in Zoho CRM

After setting up the webhook, the next step is to create a contact in Zoho CRM using Pabbly Connect. You will need to add a new action in your workflow. Search for Zoho CRM in the action applications list and select it.

Choose the action event as ‘Create Contact’. You will be prompted to connect your Zoho CRM account to Pabbly Connect. Provide the required access and specify your domain (e.g., zoho.in) to establish the connection.

• Map the fields from the webhook response to the required fields in Zoho CRM.
• Use the mapping feature to ensure that data is dynamically filled in based on the incoming webhook data.

Once all fields are mapped, click on ‘Save and Send Test Request’. If successful, a new contact will be created in Zoho CRM automatically.

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4. Adding Data to Google Sheets

Now that you have successfully created a contact in Zoho CRM, the next step is to add the same data to Google Sheets using Pabbly Connect. This allows you to maintain a record of all applicants in a spreadsheet format.

To do this, add another action step in your workflow and select Google Sheets. Choose the action event as ‘Add New Row’. Connect your Google Sheets account to Pabbly Connect and select the spreadsheet where you want to store the data.

Map the fields from the webhook response to the corresponding columns in your Google Sheets. Ensure that all relevant details such as first name, last name, email, and phone number are included.

After mapping the fields, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the new row has been added with the correct information.

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5. Conclusion

In this tutorial, we explored how to use Pabbly Connect for integrating Zoho CRM and Google Sheets through webhooks. By following these steps, you can automate the process of creating contacts and maintaining records efficiently. This integration not only saves time but also reduces manual errors, making your workflow more streamlined.

Utilizing Pabbly Connect allows you to connect various applications seamlessly, enhancing your productivity and automating tasks effectively. Start integrating today for a more efficient workflow!

Learn how to automate the integration of Landbot with Keep using Pabbly Connect. Follow this detailed tutorial for seamless workflow setup. 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

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1. Setting Up Pabbly Connect for Integration

To start integrating Landbot with Keep, access Pabbly Connect and create a new workflow. This is essential for automating the process of adding contacts based on responses received from Landbot.

First, sign up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for instance, ‘Landbot to Keep’. This setup will allow you to connect Landbot and Keep seamlessly.

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2. Configuring the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect. The trigger will be a new response from Landbot. To do this, select Landbot as the app in the trigger window and choose ‘New Bot Response’ as the event.

• Select Landbot from the app list.
• Choose ‘New Bot Response’ as the trigger event.
• Copy the provided webhook URL.

Next, integrate this webhook URL into your Landbot setup. Go to your Landbot account, open the bot you created, and add a webhook step. Paste the copied URL into the URL field and set the method to POST. This will ensure that every new response in Landbot is sent to Pabbly Connect.

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3. Mapping Data from Landbot to Keep

Now that we have configured the trigger, the next step is to map the data received from Landbot to Keep using Pabbly Connect. In the action window, select Keep as the app and choose ‘Create/Update Contact’ as the action event.

Connect your Keep account by clicking on ‘Connect’ and allowing access. Then, map the fields from the Landbot responses to the corresponding fields in Keep. For example, map the email address, first name, and last name from the responses to the respective fields in Keep.

• Map the email field to the email response from Landbot.
• Map the first name and last name fields accordingly.
• Set the duplicate check to use the email address.

After mapping all necessary fields, save and test the request to ensure that the contact is created successfully in Keep. This step confirms that Pabbly Connect is effectively relaying the data from Landbot to Keep.

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4. Adding Tags to Contacts in Keep

In the final step, we will add tags to the newly created contacts in Keep through Pabbly Connect. Again, select Keep in the action window and choose ‘Apply Tag to Contact’ as the action event.

Using the contact ID from the previous step, map the contact ID to the field in this action. Then, select the tag you want to apply, such as ‘Pabbly Connect Test’. This ensures that every new contact created from Landbot responses is tagged appropriately in Keep.

Select the contact ID from the previous response. Choose the tag to apply from the list of tags in Keep. Save and send the test request to confirm the tag is applied.

Once this step is completed, you will see that the tag is successfully applied to the contact in Keep, verifying that the entire automation process using Pabbly Connect works flawlessly.

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5. Testing the Automation Workflow

With the integration set up, it’s crucial to test the entire workflow to ensure everything operates as expected. Start a new conversation in your Landbot and input test data for the contact.

After completing the conversation, check your Keep account to confirm that the contact was created and tagged correctly. This testing phase validates that Pabbly Connect is successfully automating the process between Landbot and Keep.

By following these steps, you can ensure that every new response from your Landbot is captured in Keep, streamlining your contact management process. This integration not only saves time but also enhances your workflow efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Landbot with Keep. By automating the process of adding contacts and applying tags, you can enhance your workflow and improve efficiency. Start using Pabbly Connect today to streamline your automation tasks!

Learn how to integrate Let with Pabbly Connect to automate contact creation and tagging in Keep CRM using Landbot responses. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform is essential for automating workflows between applications like Let and Keep CRM. Begin by signing up for a free account on the Pabbly Connect dashboard.

Once you are logged in, click on ‘Create Workflow’ and name your workflow. For example, you can name it ‘Landbot to Keep’. This workflow will automate the process of adding contacts to Keep CRM whenever a new response is received from Landbot.

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2. Triggering Landbot Responses in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. You will need to select Landbot as the application and choose the event ‘New Bot Response’. This tells Pabbly Connect to listen for new responses from your Landbot chatbot.

• Select Landbot from the app list.
• Choose ‘New Bot Response’ as the trigger event.
• Copy the provided webhook URL to connect Landbot with Pabbly Connect.

After copying the webhook URL, go to your Landbot account and paste this URL in the webhook section of your bot. This setup allows Pabbly Connect to receive user responses from your chatbot, ensuring seamless communication between Landbot and Keep CRM.

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3. Creating Contacts in Keep CRM Using Pabbly Connect

Now that you have set up the trigger, it’s time to create contacts in Keep CRM. In Pabbly Connect, select Keep as the application and choose the action event ‘Create/Update Contact’. This action will utilize the data received from Landbot to create a new contact in Keep CRM.

To connect your Keep account, click on ‘Connect’ and authorize Pabbly Connect to access your Keep account. After connecting, map the fields from the Landbot responses to the corresponding fields in Keep. For example, map the email address, first name, and last name to ensure accurate contact creation.

• Map the email address from Landbot to the email field in Keep.
• Map the first name and last name similarly.
• Select ‘Email’ for checking duplicates.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Keep CRM. You can check your Keep account to confirm that the contact appears with the correct details.

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4. Adding Tags to Contacts in Keep CRM

In this step, you will add tags to the newly created contacts in Keep CRM using Pabbly Connect. After the contact is created, add another action step in your workflow to apply a tag to the contact. Again, select Keep and choose the action event ‘Apply Tag to Contact’.

In the action step, map the contact ID received from the previous step to identify the contact you want to tag. Then, select the tag you wish to apply, such as ‘Pabbly Connect Test’. This tagging process helps in organizing contacts based on their interaction with your Landbot chatbot.

Turn on the mapping button to select the contact ID. Choose the appropriate tag from the dropdown list.

Once you have completed the mapping, click on ‘Save and Send Test Request’. This action will apply the selected tag to the contact in Keep CRM, allowing you to categorize your contacts effectively.

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5. Testing the Automation Workflow in Pabbly Connect

Finally, it’s time to test your complete automation workflow using Pabbly Connect. Go back to your Landbot chatbot and initiate a new conversation by entering user details. This will trigger the workflow you have set up in Pabbly Connect.

After completing the conversation, check your Keep CRM account to see if the new contact is created with the correct details and the tag applied. This testing phase is crucial to ensure that your automation works as intended and that every new response from Landbot results in a new contact in Keep CRM.

Once you confirm that the new contact appears in Keep with the right details and tags, your automation setup using Pabbly Connect is complete. You can now enjoy the benefits of automated contact management and tagging.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Let, Landbot, and Keep CRM for automating contact creation and tagging. By following these steps, you can streamline your CRM processes effectively.