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

Learn how to integrate Trigger with Michael Caris Using Pabbly Connect for seamless automation. Follow our detailed tutorial for step-by-step guidance. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Trigger for Google Forms

The first step in our integration involves setting up the Trigger application with Google Forms. This is crucial as it allows us to capture new signups automatically. To begin, navigate to your P Connect dashboard and create a new workflow by clicking on the ‘Create Workflow’ button.

In this step, you will need to name your workflow, such as ‘Enroll Michael Caris User on Google Form Submission.’ Select the appropriate folder for your workflow and click on ‘Create’ to proceed. This will bring you to a window where you can set up the trigger and action for your workflow.

Connecting Google Forms Using WB URL

To connect Google Forms with P Connect, you’ll need to set your trigger. Start by selecting Google Forms as your trigger application and choose the event ‘New Response Received.’ This event will initiate the workflow every time a new form is submitted.

Next, you will need to copy the WB URL provided in P Connect. This URL acts as a bridge between Google Forms and P Connect. Open your Google Form and navigate to the connected spreadsheet where responses are recorded. You will then set up the P Connect V Books extension to link your Google Sheets with P Connect.

• Open Google Sheets and go to Extensions.
• Click on P Connect V Books and select Initial Setup.
• Paste your WB URL and set the trigger column to your final data column.

After completing these steps, your Google Form will be successfully connected with P Connect, allowing for automatic data transfer upon new submissions.

Setting Up Action with Tag Mango

Now that we have established the trigger, it’s time to set up the action using Tag Mango. In your P Connect workflow, search for Tag Mango as your action application. The action event will be ‘Create User,’ which allows you to enroll new users based on the data received from Google Forms.

To connect Tag Mango with P Connect, you will need to provide your API key. This can be found in your Tag Mango account under the Automation section. Copy the API key and paste it into the required field in P Connect to establish the connection.

• Log into your Tag Mango account and navigate to the Automation section.
• Find the API key under Platform Integrations.
• Paste the API key back into P Connect and save the changes.

This setup ensures that every new submission from your Google Form will create a corresponding user in your Tag Mango account.

Mapping User Data for Enrollment

In this section, we will focus on mapping the user data from Google Forms to Tag Mango. This is essential for ensuring that the correct information is transferred. Start by mapping the fields from the Google Forms response to the corresponding fields in Tag Mango. using Pabbly Connect

For instance, you will map the user’s name, email, and phone number. If the phone number includes a country code, you may need to format it. P Connect offers a Text Formatter tool to help with this. You can use it to split the phone number and retain only the desired segment.

Select the Text Formatter by P Connect. Choose the action event ‘Split Text’ and map the user’s phone number. Define the separator and segment index to extract the phone number correctly.

After mapping all necessary fields, you will finalize the setup and ensure that every new Google Form submission triggers the enrollment process in Tag Mango with the correct data.

Testing the Integration

To ensure everything is working correctly, it’s essential to test your integration. Start by submitting a new entry in your Google Form. For example, enter the name ‘Michael Caris’ and provide the corresponding email and phone number. using Pabbly Connect

After submitting the form, check your Google Sheets to confirm that the response has been recorded. Subsequently, visit P Connect to see if the new user has been enrolled in Tag Mango. The integration should automatically reflect the new user in your Tag Mango account.

Repeat this process with different names, like ‘John Doe,’ to further validate the automation. Each submission should seamlessly create a new user in Tag Mango, demonstrating the success of your integration.

Conclusion

This tutorial on integrating Trigger with Michael Caris Using Pabbly Connect has provided a detailed step-by-step guide. You have successfully set up triggers, connected applications, and mapped user data for seamless automation. This integration streamlines the enrollment process and enhances efficiency in managing new signups.