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Integrating Trigger with API Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Trigger with API Using Pabbly Connect for automated email generation with Google Sheets and Gmail. Follow our detailed tutorial for seamless automation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with Google Sheets

To start the integration process, we will set up a Trigger using Google Sheets. This step is crucial as it will allow us to automate the email generation process. When a new lead is added to Google Sheets, it will trigger the workflow.

Begin by accessing your Google Sheets where you manage your leads. You will need to create a new spreadsheet or use an existing one. Ensure that you have a designated column for the lead details. Once ready, we will set up the trigger in P Connect Now.

2. Connecting P Connect Now with Google Sheets

Next, we will connect P Connect Now with Google Sheets to automate our workflow. This integration allows us to send lead details from Google Sheets to our API seamlessly. Start by signing into your P Connect Now account.

Click on the ‘Create Workflow’ button in your dashboard.
Name your workflow appropriately (e.g., ‘Lead Email Automation’).
Select Google Sheets as your trigger application.

After setting up the trigger application, select the event as ‘New or Updated Spreadsheet Row.’ This ensures that every time a new lead is added or updated in your spreadsheet, the workflow will be activated automatically.

3. Configuring Action Steps Using API

After configuring the trigger, the next step is to set up the action steps using the API. This will allow us to generate personalized email content based on the lead details. Select the action application as Perplexity AI.

Within the action settings, choose the event called ‘Create Chat Completion.’ You will need to connect your Perplexity AI account by providing the necessary API key. This key can be generated from your Perplexity AI settings under the API section.

Input your API token to establish the connection.
Map the lead name and inquiry product from Google Sheets into the prompt for email generation.
Test the action to ensure the email content is generated correctly.

Once you have tested the action and received a successful response, you can proceed to the next step of sending the email via Gmail.

4. Sending Emails with Gmail

In this section, we will configure Gmail to send the generated email content to the lead. Select Gmail as the final action application in your workflow. This step is essential for communicating with your leads directly. using Pabbly Connect

Choose the action event as ‘Send Email V1’ and connect your Gmail account. You will need to authorize P Connect Now to access your Gmail account. Once connected, you will set the recipient’s email address by mapping it from the Google Sheets response.

Fill in the sender name, which will be your company name (e.g., Aqua Beverages), and map the email subject and content generated from Perplexity AI. Ensure that the email content type is set to plain text for simplicity.

5. Conclusion: Automating Lead Emails with P Connect Now

In conclusion, by integrating Trigger with API using P Connect Now, you can automate the process of sending personalized emails to your leads. This workflow not only saves time but also enhances customer engagement.

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By following the steps outlined in this tutorial, you can replicate the automation process for your business. Implementing this system will streamline your communication and improve overall efficiency.