Streamline Student Onboarding with Pabbly Connect: A Step-by-Step Guide

Learn how to automate student onboarding using Pabbly Connect to integrate Swip Pages, Brao, and Google Sheets seamlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first navigate to the Pabbly Connect website. You can sign up for a free account if you’re a new user, which allows you to explore the platform with 100 free tasks each month.

Once logged in, you will land on the dashboard. From here, click on the ‘Create Workflow’ button to initiate setting up your automation. Remember, Pabbly Connect will be the central platform facilitating the integration between Swip Pages, Brao, and Google Sheets.

2. Creating a Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. Name it something relevant, such as ‘Create Brao Contact on Swip Pages Form Submission’. This name helps you easily identify the workflow later. using Pabbly Connect

• Name the workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to proceed.

Now you will see two windows: one for the trigger and another for the action. The trigger will be set to ‘New Form Submission’ from Swip Pages, while the action will be to add a contact in Brao and record the details in Google Sheets.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Swip Pages’ as the application. Then, choose the trigger event ‘New Form Submission’. This tells Pabbly Connect to initiate the workflow whenever a new form is submitted on Swip Pages.

After selecting the trigger, a webhook URL will be generated. Copy this URL as it will be used to connect Swip Pages with Pabbly Connect. Follow the instructions provided to integrate this URL into your Swip Pages account.

4. Configuring Action Steps in Pabbly Connect

Once the trigger is set, you need to configure the action steps. Start by selecting ‘Brao’ as your action application and choose the action event ‘Create or Update Contact’. This allows Pabbly Connect to add the submitted form details as a contact in your Brao account.

Next, you will need to connect your Brao account by entering the required API details. Make sure to map the fields from the Swip Pages form to the corresponding fields in Brao. This step ensures that the correct information is transferred seamlessly.

• Select the email, first name, last name, and phone number fields.
• Ensure all fields are correctly mapped for accurate data transfer.

After mapping, test the connection to confirm that the details are being transferred properly. If successful, proceed to save your workflow.

5. Integrating Google Sheets with Pabbly Connect

The final step is to integrate Google Sheets. Select ‘Google Sheets’ as the action application and choose ‘Add New Row’ as the action event. This will allow Pabbly Connect to automatically add a new row in your specified Google Sheets document whenever a new form submission occurs.

Map the same fields you used for Brao, ensuring the data from the Swip Pages form is accurately reflected in Google Sheets. After mapping, run a test to verify that the integration is working as intended.

Once confirmed, you can activate your workflow. Now, every time a student submits a form on Swip Pages, their details will be added to both Brao and Google Sheets automatically, streamlining your onboarding process.

Conclusion

In this tutorial, we explored how to automate student onboarding using Pabbly Connect to integrate Swip Pages, Brao, and Google Sheets. This process eliminates manual entry and enhances efficiency, making it easier to manage student information.