Author: Nitin Maheshwari

Learn how to automatically assign leads to multiple agents and send notifications via WhatsApp using Pabbly Connect and Pabbly Connect in this detailed tutorial.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Lead Assignment

To assign leads to multiple agents sequentially, start by accessing Pabbly Connect. This powerful automation tool allows you to streamline your lead assignment process efficiently.

Begin by visiting the Pabbly website and signing in. Once logged in, click on the ‘Create Workflow’ button to initiate a new workflow. Name your workflow something descriptive like ‘Lead Routing HubSpot CRM to WhatsApp’. This will help you keep track of your automation tasks.

---

2. Setting Up the Trigger Event in Pabbly Connect

In this section, you will configure the trigger event in Pabbly Connect to capture new leads. Select Pabbly Form Builder as your trigger application and choose the ‘New Form Submission’ event.

• Select Pabbly Form Builder as the trigger application.
• Choose the ‘New Form Submission’ event.
• Copy the generated webhook URL to connect with your form.

Next, go to Pabbly Form Builder, navigate to the integrations section, and paste the copied webhook URL. Save your changes to establish a connection between Pabbly Form Builder and Pabbly Connect.

---

3. Integrating with HubSpot CRM to Manage Leads

Once the trigger is set up, the next step is to integrate Pabbly Connect with HubSpot CRM. This integration allows you to manage and avoid duplicate entries for incoming leads.

Select HubSpot CRM as the action application and choose the ‘Search a Contact’ event. Map the email field from the form submission to check if the lead already exists in HubSpot. If the lead does not exist, proceed to create a new contact.

• Choose ‘Search a Contact’ to avoid duplicates.
• Map the email field to search for existing contacts.
• If no contact is found, create a new entry in HubSpot.

This process ensures that all leads are tracked and managed effectively in your CRM system through Pabbly Connect.

---

4. Assigning Leads to Agents Using Pabbly Connect

After establishing the lead in HubSpot, the next step involves assigning leads to agents sequentially. Utilize the counter feature in Pabbly Connect to manage the distribution of leads among agents.

Set up a counter that increments with each new lead. Configure it to reset after reaching the total number of agents. For example, if you have three agents, the counter should reset after the third lead, ensuring a round-robin assignment.

Use the counter feature to manage lead assignments. Set the counter to reset after the last agent. Ensure that each agent receives leads in a sequential manner.

This setup allows for efficient lead distribution and ensures that no agent is overwhelmed with tasks, all facilitated by Pabbly Connect.

---

5. Sending Notifications to Agents via WhatsApp

The final step in this process is to send notifications to agents via WhatsApp. Using the WhatsApp Cloud API, Pabbly Connect enables you to send customized messages to agents when a lead is assigned to them.

Set up the WhatsApp action event in Pabbly Connect and configure the message template. Include details such as the agent’s name and lead information. Ensure the recipient’s mobile number includes the country code for successful delivery.

Connect to WhatsApp Cloud API. Create a message template for lead notifications. Test the WhatsApp integration to ensure messages are sent correctly.

By following this setup, you can efficiently inform agents about new leads, enhancing your team’s responsiveness and productivity through Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect and Pabbly Form Builder to automate lead assignments to multiple agents and send notifications via WhatsApp. This integration streamlines your lead management process and enhances team communication.

Learn how to integrate Instamojo Smart Pages with Pabbly Connect to automate payment notifications using webhooks. Step-by-step tutorial included. 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 set up webhooks in Instamojo Smart Pages, first access Pabbly Connect. Open your browser and go to Pabbly.com/connect. If you don’t have an account, click on ‘Sign Up Free’ to create a new account, which takes just two minutes.

After signing in, you will land on the Pabbly Connect dashboard. Here, click on ‘Create Workflow’ to start the integration process. For this tutorial, let’s name the workflow ‘Instamojo’. This name helps you identify the workflow later.

---

2. Setting Up Webhooks in Pabbly Connect

In the workflow you just created, you will see two windows: the trigger window and the action window. The trigger window is where you set up the event that will start the automation. In the trigger window, search for ‘Instamojo’ in the ‘Choose App’ section.

• Select ‘New Sale’ as the trigger event from the dropdown.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL is crucial as it connects your Instamojo Smart Page with Pabbly Connect. You will need to paste this URL into your Instamojo account to complete the setup.

---

3. Configuring Your Instamojo Smart Page

Now, navigate to your Instamojo account to set up the webhook URL. You have two options here: you can either create a new Smart Page or edit an existing one. If you choose to create a new page, click on ‘Create New’ and select ‘Smart Pages’. Fill in the required details and then add the webhook URL.

If you already have a Smart Page, go to the ‘Smart Pages’ section, find your page, and click the three dots next to it. Select ‘Edit Page’. Scroll down to the ‘Page Settings’ section, where you will find the option to add the webhook URL.

• Turn on the toggle for ‘Add Webhook’.
• Paste the copied webhook URL into the designated field.
• Click on ‘Save and Update’ to finalize the changes.

By completing these steps, you have successfully connected your Instamojo Smart Page with Pabbly Connect. Now, every time a new payment is made, the details will be captured in Pabbly Connect.

---

4. Testing the Integration with a Dummy Payment

To ensure everything is functioning correctly, let’s test the integration. Open the payment link for your Smart Page in a new tab. You will see the products listed on the page. For this example, select the ‘JavaScript Tutorial Course’ and proceed to make a payment.

Fill in the dummy customer details, such as name, email, and mobile number. After entering the information, click on ‘Pay’ to complete the transaction. Once the payment is processed, check back in Pabbly Connect to verify if the payment details have been captured correctly.

In the Pabbly Connect dashboard, you should see a response from Instamojo with all the payment details, including the customer’s name, email, phone number, and the product purchased. This confirms that the integration is working smoothly.

---

5. Conclusion

In conclusion, setting up webhooks in Instamojo Smart Pages using Pabbly Connect is a straightforward process. By following the steps outlined above, you can automate payment notifications effectively. This integration allows you to receive payment details instantly, enhancing your workflow and efficiency.

Utilizing Pabbly Connect not only simplifies your payment automation but also opens up a world of possibilities for connecting with various applications seamlessly. Start automating your processes today!

Learn how to automatically find or create Salesforce contacts when appointments are scheduled in Acuity Scheduling using Pabbly Connect. Follow our detailed tutorial now! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Acuity Scheduling and Salesforce Integration

To integrate Salesforce contacts with Acuity Scheduling using Pabbly Connect, you first need to access the Pabbly Connect dashboard. Start by visiting Pabbly Connect and log in to your account. If you don’t have an account, you can create one for free, which includes 100 automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow, such as ‘Acuity Scheduling to Salesforce Automation’, and click on the ‘Create’ button. This will take you to the workflow page where you can set triggers and actions.

---

2. Setting Up Trigger in Pabbly Connect for Acuity Scheduling

The first step is to establish a trigger in Pabbly Connect. Select Acuity Scheduling as the trigger application and choose ‘New Appointment’ as the trigger event. Click on ‘Connect’ to set up your connection with Acuity Scheduling.

• Select ‘Add New Connection’ and authorize Pabbly Connect to access your Acuity Scheduling account.
• Choose the specific booking page from which you want to pull appointment details.

After successfully connecting, click on the ‘Save and Send Test Request’ button. This action will start waiting for a new appointment to be created in Acuity Scheduling, which will allow Pabbly Connect to fetch the appointment details for the next steps.

---

3. Searching for Existing Contacts in Salesforce

Next, you will set up an action in Pabbly Connect to search for existing contacts in Salesforce. Add a new action step and select Salesforce as the application. Choose ‘Search Record’ as the action event.

Connect to your Salesforce account by selecting ‘Add New Connection’ and authorizing access. In the action setup, specify that you want to search the ‘Contact’ object and use the email address as the unique identifier for searching. This ensures that you can find out if the contact already exists in Salesforce.

---

4. Applying Conditional Logic for New Contacts

In this step, you will apply conditional logic to determine whether to create a new contact in Salesforce using Pabbly Connect. After the search action, add a filter step to check if the response from Salesforce is blank, indicating that the contact does not exist.

• Select the response label from the previous step to apply the condition.
• Set the filter type to ‘Exists’ to proceed only if the contact is new.

If the condition is true, you can move on to create a new contact in Salesforce. This logic ensures that existing contacts are not duplicated, which saves time and maintains data integrity.

---

5. Creating a New Contact in Salesforce

Finally, if the contact does not exist, you will set up another action in Pabbly Connect to create a new contact in Salesforce. Select Salesforce again and choose ‘Create Record’ or ‘Create Contact’ as the action event.

Reuse the existing connection you created earlier and map the fields from the Acuity Scheduling appointment to the corresponding fields in Salesforce, such as first name, last name, email, and phone number. After mapping the required fields, click on ‘Save and Send Test Request’ to create the contact in Salesforce.

---

Conclusion

In this tutorial, we’ve explored how to use Pabbly Connect to automate the creation of Salesforce contacts when appointments are scheduled in Acuity Scheduling. This integration streamlines your workflow, saving time and enhancing productivity by automatically managing your customer relationships.

Learn how to integrate Zendesk and Jira using Pabbly Connect to automatically create Jira issues from Zendesk tickets. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Zendesk and Jira Integration

To begin the integration of Zendesk and Jira, first, access Pabbly Connect by visiting the official website and signing up for a free account. This powerful automation tool allows seamless connections between various applications.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zendesk to Jira Automation’, and click ‘Create’. This action sets the stage for automating ticket creation in Jira based on Zendesk tickets.

---

2. Creating the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow. In the trigger section, select Zendesk as the application. Then, choose the trigger event as ‘New Ticket’. Pabbly Connect will provide you with a webhook URL, which is essential for connecting to Zendesk. using Pabbly Connect

• Login to your Zendesk account.
• Navigate to Admin Center and click on Webhooks.
• Create a new webhook and paste the provided URL.

After setting up the webhook, test it by sending a test ticket from Zendesk. This will ensure that Pabbly Connect is receiving the data correctly.

---

3. Configuring the Zendesk Webhook for Pabbly Connect

To finalize the webhook setup, return to your Zendesk account. Click on the Admin icon and go to the Admin Center. Under Apps and Integrations, find the Webhooks section, and create a new webhook.

Provide a name for the webhook, such as ‘New Tickets to Jira’, and paste the webhook URL from Pabbly Connect. Ensure the request method is set to POST and the format is JSON. This configuration is necessary for Pabbly Connect to receive the ticket data correctly.

---

4. Setting Up Action to Create Issues in Jira

After the trigger is established, the next step is to set up the action in Pabbly Connect. Choose Jira Software as the application and select ‘Create Issue’ as the action event. Click on ‘Connect’ to establish a connection with your Jira account.

During the connection process, authorize Pabbly Connect to access your Jira account. Once connected, select the project where the issues will be created, and map the necessary fields such as summary, description, and priority using the data received from Zendesk.

• Select the project in Jira.
• Map the Zendesk ticket fields to Jira issue fields.
• Test the action to ensure it creates an issue in Jira.

Once everything is configured, save your workflow. This automation will now create a Jira issue every time a new ticket is raised in Zendesk.

---

5. Testing and Verifying the Integration

To ensure the integration is functioning correctly, create a test ticket in Zendesk. This ticket should trigger the automation set up in Pabbly Connect. Check your Jira project to verify that a new issue has been created with the details from the Zendesk ticket.

If the issue appears in Jira, the integration is successful. If not, revisit the steps to ensure all configurations are correct. Remember, this automation saves time by eliminating manual data entry between Zendesk and Jira.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Jira issues from Zendesk tickets. By following these steps, you can streamline your workflow and enhance productivity.

Learn how to automatically post Good Morning GIFs on Discord using Pabbly Connect and GIPHY with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To start automating the posting of Good Morning GIFs on Discord, you first need to access Pabbly Connect. Visit the official Pabbly website by typing ‘Pabbly.com’ in your browser. Once there, you will see options to sign in or sign up for a free account.

Signing up grants you 100 free tasks each month, which is perfect for testing out your automation. After signing in, navigate to the Pabbly Connect dashboard, where you can create your workflow.

---

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. A suitable name could be ‘Giphy to Discord’. After naming, you will see two sections: Trigger and Action.

For this automation, the Trigger will be set to a scheduled time. This means every day at a specific time, the workflow will initiate. The Action will be to send a GIF to Discord. This setup allows you to automate the process seamlessly.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Giphy to Discord’).
• Select ‘Schedule’ as your Trigger application.

With these steps completed, you are ready to set the schedule for your GIF postings.

---

3. Setting the Schedule for GIF Posting

In this step, you will configure the schedule using Pabbly Connect. Select the frequency as ‘Every Day’. You will then set the time for the GIF to be sent, for instance, at 7:30 AM. Make sure to adjust this according to your time zone, which in this case is Asia/Kolkata.

After setting the time, save your settings. This ensures that every day at the specified time, the automation will trigger, and the GIF will be sent to your Discord channel.

• Select ‘Every Day’ for the schedule.
• Set the time (e.g., 7:30 AM).
• Save your schedule settings.

This setup will ensure that the GIFs are sent automatically without any manual intervention.

---

4. Integrating GIPHY to Fetch GIFs

Now, you will integrate GIPHY using Pabbly Connect. Select GIPHY as your Action application and choose the ‘Search GIFs’ action event. To connect, you will need to create a GIPHY API key. This can be done by logging into your GIPHY account and creating an app.

Once you have your API key, return to Pabbly Connect and paste it into the required field. Set the search query to ‘Good Morning’ to fetch relevant GIFs. This ensures that every time the automation runs, it retrieves a GIF that matches your specified theme.

Select GIPHY as your Action application. Choose ‘Search GIFs’ as the action event. Input your GIPHY API key and search term.

This integration allows Pabbly Connect to fetch GIFs from GIPHY automatically, streamlining the process of sending daily GIFs.

---

5. Sending GIFs to Discord

After fetching the GIF, the final step is to send it to Discord using Pabbly Connect. Select Discord as your next Action application and choose the ‘Send Channel Message’ action. You will need to create a webhook URL from your Discord server to facilitate this process.

Once you have the webhook URL, paste it into Pabbly Connect. Map the message field to the GIF URL received from GIPHY. This mapping ensures that every day, the latest GIF is sent to your Discord channel without manual effort.

Select Discord as your Action application. Choose ‘Send Channel Message’ as the action event. Paste your Discord webhook URL and map the message field.

This setup ensures that your Discord channel receives a fresh Good Morning GIF each day, fully automated through Pabbly Connect.

---

Conclusion

In this tutorial, you learned how to automatically post Good Morning GIFs on Discord using Pabbly Connect and GIPHY. By following the steps outlined, you can set up an efficient automation that enhances communication with your clients. Automate your daily GIFs effortlessly with Pabbly Connect!

Learn how to integrate Google Forms with WhatsApp using Pabbly Connect for instant alerts on form submissions. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect for Google Forms and WhatsApp Integration

To start sending Google Forms alerts on WhatsApp, you need to access Pabbly Connect. Open your browser and type Pabbly.com/connect to reach the Pabbly Connect landing page.

Click on the blue button to create your account. The account creation is free, and you will receive 100 free tasks to test this automation. Once registered, click on ‘Access Now’ to reach your dashboard.

---

2. Create a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the blue button to create a new workflow. Give your workflow a name, such as ‘Get Form Submission Notifications on WhatsApp’. This name describes the automation you are about to set up.

You will see two boxes: Trigger and Action. The Trigger is what starts the automation, and the Action is what happens as a result. In this case, the trigger will be Google Forms, where you will receive notifications whenever a form is submitted.

• Choose Google Forms as the trigger application.
• Select ‘New Response Received’ as the trigger event.

After selecting the trigger event, a webhook URL will be generated. You need this URL to connect Google Forms with Pabbly Connect.

---

3. Connect Google Forms to Pabbly Connect

To connect Google Forms with Pabbly Connect, open your Google Form and navigate to the ‘Responses’ tab. Click on the green spreadsheet icon to create a Google Sheet that will store your responses.

Next, click on ‘Extensions’ in the Google Sheets menu, then navigate to ‘Add-ons’ and select ‘Get add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. Once installed, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ to initiate the setup.

• Paste the webhook URL you copied from Pabbly Connect.
• Set the trigger column to the last column of your data (e.g., Column G).

Click on ‘Send Test’ to ensure the connection is successful. Pabbly Connect will wait for a response, so fill out the form to test the integration.

---

4. Set Up WhatsApp Notifications Using Pabbly Connect

Once the Google Forms and Pabbly Connect integration is established, you will need to set up WhatsApp notifications. For this, you will use the WhatsApp Cloud API. First, create an account on the Facebook developer platform and set up an app to generate a permanent token.

After creating your app, copy the necessary details such as the token, phone number ID, and WhatsApp Business account ID. Go back to Pabbly Connect and select WhatsApp Cloud API as the action application.

Enter your token, phone number ID, and WhatsApp Business account ID. Fill in the template name and recipient mobile number (without the plus sign).

Map the required variables from the Google Form responses to the WhatsApp message template. This allows you to customize the message that will be sent to your WhatsApp.

---

5. Finalize Your Google Forms and WhatsApp Integration

After setting up the WhatsApp message template in Pabbly Connect, send a test message to ensure everything is working correctly. Check your WhatsApp for the notification to confirm the integration is successful.

Lastly, return to your Google Sheets and ensure that the ‘Send on Event’ option is ticked to enable notifications. This is crucial for the automation to function seamlessly.

Make sure the automation is running in the background. You will receive WhatsApp notifications for every new form submission.

With this setup, you can now receive instant alerts on WhatsApp whenever someone submits your Google Form. This automation enhances your workflow and keeps you informed in real-time.

---

Conclusion

In this tutorial, we explored how to integrate Google Forms with WhatsApp using Pabbly Connect. Following these steps allows you to receive instant alerts on form submissions. Automating this process can significantly enhance your efficiency and response time.

Learn how to automate sending exam results on WhatsApp using Pabbly Connect and Google Sheets in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect for Automation

To start automating the process of sending exam results through WhatsApp, first visit Pabbly Connect. This platform allows you to integrate various applications seamlessly, including Google Sheets and WhatsApp Cloud API. Go to your browser and search for ‘Pabbly.com/connect’ to create an account.

Once on the Pabbly Connect homepage, click on ‘Sign Up Free’ to create a new account or ‘Sign In’ if you already have one. After logging in, you will reach the Pabbly Connect dashboard where you can create a new workflow for sending exam results via WhatsApp.

---

2. Create a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Sheets to WhatsApp’, and click ‘Create’. This sets up a new workflow where you can define the trigger and action for your automation.

In this workflow, you’ll have two key windows: the trigger window and the action window. The trigger window will be used to fetch data from Google Sheets, which contains the exam results, while the action window will send WhatsApp messages using the WhatsApp Cloud API. This is where Pabbly Connect shines by allowing seamless data transfer between these applications.

---

3. Set Up the Trigger to Fetch Data from Google Sheets

In the trigger window, select ‘Schedule’ to determine when the workflow should run. Choose the option to run it once and set the specific date and time you want the exam results sent. For instance, you might set it for July 20, 2022, at 10 AM. Click ‘Save and Test Request’ to schedule your workflow.

Next, scroll down to the action window and select ‘Google Sheets’. Choose the action event ‘Get Rows’ and connect your Google Sheets account to Pabbly Connect. After connecting, select the spreadsheet containing the exam results and the specific sheet (e.g., ‘Sheet1’). Specify the data range, such as ‘A2:E’, to fetch the relevant student data without including headers. Finally, turn off the simple response button and click ‘Save and Send Test Request’.

• Select the Google Sheets app in Pabbly Connect.
• Choose ‘Get Rows’ as the action event.
• Connect your Google Sheets account.
• Specify the spreadsheet name and data range.

After successfully fetching the data, you will receive a response containing all the student details in an array format, ready for processing.

---

4. Process Each Student’s Data Using Iterator

To send messages to each student, you need to process the fetched data. Click on ‘Add Action Step’ and select ‘Iterator’ in Pabbly Connect. This will help you iterate through each student’s data one by one. After selecting the iterator, you will see the array response from the previous step. Click ‘Save and Send Test Request’ to confirm that the iterator is working correctly.

With the iterator set up, Pabbly Connect will now handle each student’s data individually. This means that each student’s name, class, and exam results will be processed sequentially, allowing for personalized WhatsApp messages to be sent out. This step is crucial for ensuring that the correct information reaches each student.

---

5. Send WhatsApp Messages with Exam Results

Now that you have processed each student’s data, it’s time to send the WhatsApp messages. Click on ‘Add Action Step’ again and select ‘WhatsApp Cloud API’. Choose the action event ‘Send Template Message’ and connect your WhatsApp Cloud API account to Pabbly Connect. You will need to enter your WhatsApp account details, including the token, phone number ID, and WhatsApp Business Account ID.

Once connected, select the template you created for sending exam results. Map the necessary fields such as the recipient’s mobile number and the dynamic fields for the student’s name, class, percentage, and result status. Finally, click ‘Save and Send Test Request’ to send the messages. You will receive a confirmation response indicating that the messages have been successfully sent.

• Connect your WhatsApp Cloud API account.
• Select the exam results template for your message.
• Map the dynamic fields for personalized messages.
• Click ‘Save and Send Test Request’ to send the messages.

By following these steps, you will have successfully automated the process of sending exam results to students via WhatsApp using Pabbly Connect. This not only saves time but also ensures that each student receives their results promptly and accurately.

---

Conclusion

In this tutorial, we explored how to automate sending exam results to students via WhatsApp using Pabbly Connect and Google Sheets. By following the steps outlined, you can streamline communication and enhance efficiency in your educational institution. Utilize Pabbly Connect for seamless integrations and automation in your workflows.

Learn how to automate posting to multiple Facebook groups, pages, and Blogger accounts using Pabbly Connect. Step-by-step guide included! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To begin with, Pabbly Connect is your go-to platform for automating the posting process across multiple Facebook groups, pages, and Blogger accounts. First, create a free account on Pabbly Connect by visiting their website and clicking on the ‘Sign Up Free’ button. Once registered, log in to access your dashboard.

After logging in, click on the ‘Create Workflow’ button to start a new automation process. You can name your workflow something like ‘Create Posts in Multiple Social Media Accounts Automatically’. This initial setup is crucial as it sets the stage for integrating your applications.

---

2. Setting Up the Trigger for WordPress Posts

In this step, you will configure the trigger for your workflow. Select Pabbly Connect as the integration tool and choose ‘WordPress’ as your trigger application. The specific event to trigger this automation is ‘New Post Published’. This means that every time you publish a new post on your WordPress site, it will initiate the subsequent actions.

• Choose ‘WordPress’ from the app list.
• Select the trigger event ‘New Post Published’.
• Copy the webhook URL provided.

Once you have selected the trigger, you will receive a webhook URL. This URL will be used to connect your WordPress site to Pabbly Connect. Follow the instructions provided to install the necessary plugin on your WordPress dashboard, which is the WP Webhooks plugin.

---

3. Configuring the Webhook in WordPress

After installing the WP Webhooks plugin, navigate to the plugin settings. You will need to add the webhook URL you copied from Pabbly Connect. Click on the ‘Send Data’ tab and then on ‘Add Webhook URL’. Name your webhook connection, for example, ‘Multiple Social Accounts’.

Next, in the URL field, paste the webhook URL you copied earlier. Save your settings and ensure that the trigger is set to activate when a post is published. This configuration allows Pabbly Connect to receive data from your WordPress site whenever a new post goes live.

---

4. Fetching Social Media Credentials from Google Sheets

Once your WordPress is connected, the next step is to fetch the social media credentials from a Google Sheets document. In your Google Sheet, you should have the group IDs, page IDs, and Blogger IDs listed. Now, in Pabbly Connect, add a new action step and select ‘Google Sheets’ as the application.

• Choose ‘Get Rows’ as the action event.
• Connect your Google Sheets account with Pabbly Connect.
• Select your spreadsheet containing the social media credentials.

After connecting your Google Sheets, you will need to specify the range of data that includes all your social media credentials. This is essential for ensuring that Pabbly Connect can access the required information to post on different platforms automatically.

---

5. Routing Posts to Facebook Groups, Pages, and Blogger

Now that you have configured the trigger and fetched the necessary data, you can set up routing for posting to Facebook groups, pages, and Blogger accounts. Use the router feature in Pabbly Connect to create different paths for each social media account type.

For each route, set up filters to determine which data goes where. For Facebook groups, select the relevant data from your iterator and set the condition to equal ‘FB Group’. For Facebook pages, repeat the process but set the condition to equal ‘FB Page’. Finally, for Blogger accounts, set the condition to equal ‘Blogger’.

In each action step, select the appropriate application (Facebook Groups, Facebook Pages, or Blogger) and map the required fields such as post title, content, and IDs. This setup allows Pabbly Connect to automate the posting process across all selected platforms simultaneously.

---

Conclusion

In conclusion, using Pabbly Connect allows you to effortlessly automate the process of posting to multiple Facebook groups, pages, and Blogger accounts. By following the steps outlined in this tutorial, you can streamline your social media management and save valuable time. Start using Pabbly Connect today to enhance your online presence across various platforms.

Learn how to automatically reply to Google My Business reviews based on specific keywords using Pabbly Connect. Follow our detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Google My Business Reviews

To begin auto-replying to Google My Business reviews based on specific keywords, you need to set up Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section. If you’re a new user, click on the ‘Sign Up for Free’ button to create your account. This process is quick and allows you to get 100 tasks free every month.

Once you have signed up or logged in, access the dashboard and click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Auto-Reply to Google My Business Reviews,’ and click on create to proceed. This sets the stage for integrating Google My Business with Pabbly Connect.

---

2. Creating the Integration Between Google My Business and Pabbly Connect

After setting up your workflow in Pabbly Connect, the next step is to create the integration with Google My Business. In the trigger window, select Google My Business as the application name and choose the trigger event as ‘New Review Multi Location.’ Click on connect, then add a new connection by selecting ‘Connect with Google My Business.’

• Click on continue to grant access to your Google account.
• Select your business location from the dropdown.
• Click on save and send test request to capture the latest review details.

This integration allows Pabbly Connect to automatically fetch reviews from your Google My Business account. Make sure to create a test review in your Google My Business account to ensure that the integration works correctly.

---

3. Setting Up Auto-Replies Based on Specific Keywords

Once the integration is established, Pabbly Connect allows you to set up conditions for auto-replies based on specific keywords in the reviews. To do this, use the router feature to differentiate between positive and negative reviews. Create two routes: one for positive feedback and another for negative feedback. Rename the routes accordingly.

For the negative review route, set filters based on keywords such as ‘unhappy,’ ‘poor service,’ and ‘waste of time.’ This means that if any of these keywords are present in the review, the corresponding response will be triggered. Similarly, for positive reviews, set keywords like ‘amazing,’ ‘highly satisfied,’ and ‘great.’ This setup ensures that your replies are contextually relevant.

---

4. Sending Replies to Google My Business Reviews

After configuring the routes for both positive and negative reviews, the next step is to set up the action steps to send replies through Pabbly Connect. For both routes, select Google My Business again and choose the action event as ‘Create Reply.’ Use the existing connection you created earlier.

Map the review name and input the appropriate reply message. For negative reviews, you might reply with, ‘Thank you for sharing your negative experience with us. We appreciate your feedback and will work to improve.’ For positive reviews, you can say, ‘We are so grateful for your kind words. Thank you for sharing your review with us!’ This ensures that the customer feels acknowledged based on their feedback.

---

5. Testing the Integration in Real-Time

To ensure that everything works as expected, it’s essential to test the integration you’ve set up in Pabbly Connect. Post a new review on Google My Business to check if the auto-reply feature functions correctly. Depending on whether the review is positive or negative, the corresponding reply should be sent automatically.

For example, if you post a review stating, ‘I was impressed by the collection, amazing collection,’ the system should automatically reply with your positive message. This real-time testing confirms that your workflow is functioning smoothly and efficiently responds to customer feedback.

---

Conclusion

In conclusion, using Pabbly Connect to auto-reply to Google My Business reviews based on specific keywords streamlines your customer engagement process. This integration not only saves time but also ensures that your responses are relevant and timely, enhancing customer satisfaction. By following the steps outlined, you can effectively manage your business reviews and maintain a positive online presence.

Learn how to automate the integration of Facebook Lead Ads to Discord using Pabbly Connect for real-time lead notifications. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect to Start Integration

To automate the process of sending real-time Facebook leads to Discord, you first need to access Pabbly Connect. Start by visiting the official website at www.Pabbly.com/connect. Here, you can either sign in if you are an existing user or sign up for free if you are new.

Once logged in, navigate to the dashboard and click on the blue ‘Create Workflow’ button. This is where you will set up your integration workflow. Name your workflow something descriptive, like ‘Facebook Lead Ads to Discord,’ and click on create to proceed.

---

2. Setting Up the Trigger in Pabbly Connect

The next step in using Pabbly Connect is to set up a trigger for your workflow. A trigger is an event that starts the automation process. In this case, select ‘Facebook Lead Ads’ as the application and choose the trigger event ‘New Lead Instant.’ This will ensure that every time a new lead is generated, the automation will be activated.

• Choose ‘Facebook Lead Ads’ as the app.
• Select the trigger event ‘New Lead Instant.’
• Connect your Facebook account to Pabbly Connect.

After connecting your Facebook account, select the page you want to capture leads from. This is crucial for ensuring that the correct leads are sent to Discord. After saving this configuration, you will need to test the connection to ensure everything is working correctly.

---

3. Testing the Facebook Lead Ads Integration

Once the trigger is set up, you need to test the integration to confirm that Pabbly Connect is correctly capturing leads. Go to your Facebook Meta for Developers page and use the ‘Lead Ads RTO Debug Tool’ to create a test lead submission. This step is essential for verifying that the data flows correctly from Facebook to Pabbly Connect.

Fill in the test lead form with necessary details such as name, mobile number, and email, then submit the form. Check Pabbly Connect to see if the lead data is captured successfully. If successful, you will see the lead details reflected in the webhook response.

---

4. Setting Up the Action to Send Leads to Discord

After confirming that Pabbly Connect is receiving leads, the next step is to set up the action that sends the lead information to Discord. Choose ‘Discord’ as the application and select the action event ‘Send Channel Message (Markdown).’ This will allow you to format the message sent to your Discord channel.

• Select ‘Discord’ as the app for the action.
• Choose the action event ‘Send Channel Message (Markdown).’
• Connect your Discord account to Pabbly Connect.

After connecting Discord, you will need to set up a webhook URL from your Discord server to receive messages. Create a new webhook in Discord, copy the URL, and paste it into Pabbly Connect. Customize the message format to include the lead’s name, contact number, and email address, ensuring that your team receives all necessary information.

---

5. Finalizing the Integration and Testing

With the action set up, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to send a test message to your Discord channel. If everything is configured correctly, you should see the test message appear in your Discord channel, confirming that the integration works as intended.

This integration allows your team to receive real-time notifications of new leads from Facebook, streamlining your lead management process. Once set up, you won’t need to repeat these steps, as Pabbly Connect will automatically handle future leads.

---

Conclusion

In summary, using Pabbly Connect to automate the integration of Facebook Lead Ads to Discord allows businesses to send real-time lead notifications effortlessly. By following the steps outlined, you can ensure that every lead is captured and communicated to your team without delay, enhancing your lead management capabilities.