Integrating SMS, P Connect Now, and Google Sheets with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate SMS, P Connect Now, Google Sheets, and more using Pabbly Connect with this detailed tutorial. Follow the exact steps for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting its website. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can click ‘Sign In’ to access their dashboard.

After signing in, you will see the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow according to your integration needs, such as ‘Webhooks to Active Campaign to Google Sheets to ClickSend.’ This will help you keep track of your automation processes.

2. Setting Up Webhook Trigger in Pabbly Connect

In this section, we will set up the webhook trigger using Pabbly Connect. Select ‘Webhook by Pabbly’ as your trigger application. You will be provided with a unique webhook URL that you need to copy for the next steps.

• Copy the webhook URL from Pabbly Connect.
• Go to your form application (like JotForm) and navigate to the settings.
• In the integration section, paste the webhook URL and complete the integration.

After setting up the webhook, return to Pabbly Connect and click on ‘Test Webhook’ to ensure it is receiving data correctly. Perform a test submission on your form to verify that the data is captured in Pabbly Connect.

3. Creating Contact in Active Campaign

Once the webhook is successfully set up, the next step is to create a contact in Active Campaign using Pabbly Connect. Choose ‘Active Campaign’ as your action application and select the ‘Create Contact’ action event.

To connect your Active Campaign account, you will need your API key and URL. Navigate to the settings in your Active Campaign account to find these details. Ensure you remove the ‘https://’ from the URL before entering it into Pabbly Connect.

• Map the email, first name, last name, and phone number fields from the webhook response.
• Click on ‘Save and Send Test Request’ to create the contact.
• Check your Active Campaign account to confirm the new contact was added successfully.

After confirming the contact creation, you can proceed to the next step of adding the details to Google Sheets.

4. Adding Data to Google Sheets with Pabbly Connect

Next, we will add the contact details to Google Sheets using Pabbly Connect. Select ‘Google Sheets’ as your action application and choose the ‘Add New Row’ action event. Connect your Google account to Pabbly Connect by signing in and granting the necessary permissions.

Once connected, select the spreadsheet where you want to add the data. You will need to map the first name, last name, email, and phone number fields from the previous step to the corresponding columns in your Google Sheets.

Ensure that your spreadsheet is set up with appropriate column headers. Click on ‘Save and Send Test Request’ to add the row. Verify that the new row appears in your Google Sheets.

After confirming the data has been added to Google Sheets, you are ready to send an SMS to the new contact.

5. Sending SMS with ClickSend via Pabbly Connect

Finally, we will send an SMS using ClickSend through Pabbly Connect. Select ‘ClickSend’ as your action application and choose the ‘Send SMS’ action event. To connect your ClickSend account, you will need your username and API key from the ClickSend developer section.

After entering your ClickSend credentials, map the phone number from the previous steps to the SMS recipient field. Compose the message you want to send, such as ‘Hello, [Name]! You have been added as a new contact.’ Ensure to customize the message as needed.

Click on ‘Save and Send Test Request’ to send the SMS. Check the recipient’s phone to confirm the SMS was received. Make any necessary adjustments to the message or settings if needed.

With this final step, you have successfully integrated SMS, P Connect Now, Google Sheets, and more using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate SMS, P Connect Now, Google Sheets, and Active Campaign using Pabbly Connect. By following these steps, you can automate your workflow and enhance your productivity.