Integrating Pabbly with Simply Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Pabbly with Simply using Pabbly Connect. Follow this detailed tutorial for seamless automation between applications. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Pabbly with Simply, first, access Pabbly Connect. Open a new tab and enter the Pabbly Connect URL to reach the homepage, where you can sign in or sign up.

If you are a new user, click on ‘Sign Up for Free’. This process is quick and takes about two minutes. Existing users can simply sign in to access their dashboard, where they can manage workflows created using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow. Enter a descriptive name, such as ‘Update Subscribers in Simply when New Pabbly Member is Added’.

• Click on ‘Create’ to initialize the workflow.
• You will see two windows: Trigger and Action.
• Select ‘Pabbly’ as the trigger application.

In the trigger event, choose ‘Member Added’. This setup allows Pabbly Connect to listen for new members added to your Pabbly account, facilitating seamless integration with Simply.

3. Setting Up the Trigger Application

With the trigger application set to Pabbly, you will now need to configure the trigger event. After selecting the trigger event, Pabbly Connect will provide a webhook URL that needs to be integrated into your Pabbly account.

Navigate to your Pabbly account, find the settings for integrations, and paste the webhook URL into the appropriate field. Save the settings to activate the webhook, allowing Pabbly Connect to capture new member data automatically.

4. Configuring the Action Application in Pabbly Connect

Next, you need to set up the action application. Select Simply as the action application and choose the action event as ‘Add or Update Subscriber’. This will allow Pabbly Connect to create a new subscriber in Simply whenever a new member is added.

Click on ‘Connect’ to establish a connection. If prompted, input the API key from your Simply account, allowing Pabbly Connect to authenticate and perform the necessary actions. Once connected, select the subscriber list where the new member should be added.

• Map the member’s email, first name, and last name to the corresponding fields in Simply.
• Ensure that the ‘Update Existing Subscriber Data’ option is set according to your preference.

Finally, click on ‘Save and Send Test Request’ to verify the connection and ensure everything is functioning correctly.

5. Testing the Integration Workflow

After configuring the action, it’s time to test the integration. Go back to your Pabbly account and add a new member to your Pabbly list. Use dummy details to simulate the process and ensure that the integration works as expected.

Once the new member is added, return to Pabbly Connect to check the webhook response. If successful, you will see the new subscriber’s details reflected in Simply. This confirms that Pabbly Connect has successfully integrated the two applications.

To summarize, you have set up a trigger using Pabbly and an action using Simply, allowing for seamless automation of subscriber management. This integration showcases the power of Pabbly Connect in automating workflows between different applications.

Conclusion

In this tutorial, we explored how to integrate Pabbly with Simply using Pabbly Connect. By following these steps, you can automate subscriber management effectively, enhancing your workflow efficiency.