Learn how to integrate URL, Simply, PAB, SMTP, and The Happening using Pabbly Connect with this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating URL, Simply, PAB, SMTP, and The Happening, you first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This platform enables seamless integration without any coding skills.
Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. After signing in, you’ll be directed to the dashboard of Pabbly Connect, where you can manage your workflows.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ option. This will prompt you to name your workflow, such as ‘Integrate URL with PAB and SMTP’.
- Enter a descriptive name for your workflow.
- Select a folder to save your workflow.
- Click on ‘Create’ to initiate the workflow.
Once created, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response. This setup is crucial for automating tasks using Pabbly Connect.
3. Setting Up Trigger and Action in Pabbly Connect
The next step involves setting up the Trigger and Action in your workflow. For the Trigger, select ‘Simply’ as your application and choose ‘New Form Submission’ as the event. This means that every time a form is submitted in Simply, it will trigger the workflow in Pabbly Connect.
After selecting the Trigger, you will receive a webhook URL. This URL is essential for connecting Simply to Pabbly Connect. Copy this URL and navigate to your Simply account. In the integration settings, paste the webhook URL to link your form submissions to Pabbly Connect.
- Go to your Simply account and select the form you want to integrate.
- In the settings, find the webhook section and paste the copied URL.
- Save your settings to establish the connection.
Now, when a form is submitted in Simply, it will trigger the workflow in Pabbly Connect, allowing you to automate further actions.
4. Creating Action to Integrate with PAB and SMTP
With the Trigger set up, the next step is to create the Action. Select ‘PAB’ as your Action application and choose ‘Create or Update Contact’ as the action event. This allows you to add or update contacts in your PAB account based on the form submissions from Simply.
To connect your PAB account, you will need to enter the domain name and API key. To find your API key, go to your PAB account settings. Once you have entered the required information, click on ‘Save’ to establish the connection between Pabbly Connect and PAB.
Enter the domain name from your PAB account. Generate a new API key in your PAB account settings. Paste the API key into the corresponding field in Pabbly Connect.
Once connected, you can map the fields from Simply to PAB, ensuring that all relevant data is transferred correctly during each submission.
5. Finalizing the Integration and Testing
After setting up the Action, the final step is to test the integration. Submit a test form in Simply to ensure that the data flows correctly into PAB through Pabbly Connect. Check your PAB account to confirm that the contact has been created or updated as expected.
If everything is working correctly, you will see the new contact in your PAB account reflecting the details from the Simply form. This confirms that the integration is successful and automated, saving you time and effort.
Submit a test form in Simply. Check your PAB account for the new or updated contact. Ensure all details match the submitted form.
This testing phase ensures that your workflow in Pabbly Connect is functioning as intended, allowing for smooth automation between URL, Simply, PAB, SMTP, and The Happening.
Conclusion
In this tutorial, we explored how to integrate URL, Simply, PAB, SMTP, and The Happening using Pabbly Connect. This powerful integration platform allows you to automate processes without coding, streamlining your workflow efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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