Automate Your Email Marketing Using Pabbly Connect with Simply and PAB

Learn how to automate email marketing with Pabbly Connect by integrating Simply, PAB, and more. Step-by-step tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website and log in or sign up for a free account. Pabbly Connect is essential for automating processes between Simply, PAB, and other applications.

Once logged in, navigate to the dashboard. Here, you can create workflows that connect different applications. This allows you to streamline your email marketing processes effectively.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button on the dashboard. Give your workflow a descriptive name, such as ‘Automate Email Marketing with Simply and PAB’.

• Name your workflow appropriately.
• Select a folder to save the workflow.
• Click ‘Create’ to finalize your workflow setup.

Once created, you will see two sections: Trigger and Action. The Trigger section defines what event will start your automation, while the Action section defines what happens as a result.

3. Setting Up a Trigger in Pabbly Connect

To automate your email marketing, set up a trigger using Simply. Select Simply as your trigger application and choose the event that will initiate the workflow. For example, select ‘Subscriber Created’ to trigger when a new subscriber is added.

After selecting the trigger event, you will need to connect your Simply account to Pabbly Connect. Click the ‘Connect’ button and follow the prompts to authorize the connection.

• Choose the trigger event from the dropdown.
• Authenticate your Simply account.
• Test the connection to ensure it works.

Once the trigger setup is complete, you can proceed to define the actions that will follow whenever the trigger occurs.

4. Defining Actions in Pabbly Connect

Next, set up the action that follows your trigger in Pabbly Connect. For instance, if you want to add the new subscriber to a Google Sheets document, select Google Sheets as your action application.

Choose the action event, such as ‘Add Row’ to create a new entry in your Google Sheets CRM whenever a new subscriber is added. Connect your Google account to Pabbly Connect to facilitate this integration.

Select the action event to define what happens next. Authenticate your Google account. Map the fields from Simply to Google Sheets.

Ensure that all relevant data fields are correctly mapped so that information flows seamlessly from Simply to your Google Sheets CRM.

5. Testing Your Integration with Pabbly Connect

After setting up your trigger and action, it’s crucial to test your integration in Pabbly Connect. This step ensures that everything is functioning correctly. Submit a test entry in Simply to see if it reflects in Google Sheets.

Check your Google Sheets to confirm that the new subscriber’s information has been added successfully. If everything works as expected, your automation is ready to go!

Testing is essential to ensure that the entire workflow functions without any issues. Make adjustments as necessary to optimize the integration.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate email marketing by integrating Simply and PAB with Google Sheets. By following these steps, you can streamline your marketing processes and enhance productivity effectively.