Author: Rajpal Tomar

Learn how to use Pabbly Connect to automate Slack notifications for new Google Ads leads with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate Slack notifications for new Google Ads leads, you first need to access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage. Here, you will find options to either sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button. After creating your account, you will receive 100 free tasks monthly to explore the software. Existing users can sign in directly to access their dashboards and workflows.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Slack Notification for New Google Ads Leads.’ You can also select a folder to save your workflow.

• Click on ‘Create’ to proceed.
• You will see two windows: Trigger and Action.
• Select Google Ads for Trigger and Slack for Action.

This setup will ensure that whenever a new lead is generated in Google Ads, a notification will be sent to your Slack channel automatically.

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3. Configuring Google Ads Integration

To set up Google Ads as the trigger in Pabbly Connect, select Google Ads and choose the trigger event ‘New Lead Form Entry.’ This event will trigger the workflow whenever a new lead is generated.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Google Ads to Pabbly Connect. Now, navigate to your Google Ads account and create a lead form.

• In the lead form settings, find the lead delivery option.
• Paste the copied webhook URL in the integration field.
• Click on ‘Send Test Data’ to verify the connection.

Once the test data is sent, return to Pabbly Connect to confirm that the test response has been successfully received, indicating that the integration is working correctly.

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4. Setting Up Slack Notification

Now that Google Ads is connected, the next step is to configure Slack as the action application in Pabbly Connect. Select Slack and choose the action event ‘Send Channel Message.’ Click on ‘Connect’ to proceed.

You will need to create a new connection with Slack. Select the token type as ‘Bot’ to enable sending messages. Click on the ‘Connect with Slack’ button and allow Pabbly Connect to access your Slack account.

Choose the channel where you want to send notifications. Enter the message template, including dynamic fields from the Google Ads lead. Map the lead’s name, email, and phone number to the message.

By mapping these fields, the message sent to Slack will contain the relevant details of each new lead generated from Google Ads.

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5. Testing and Finalizing the Integration

After setting up the message in Slack, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send a test notification to your selected Slack channel. Verify that the message appears correctly with the lead details.

Once confirmed, your automation is complete! Now, every time a new lead is generated through Google Ads, a notification will automatically be sent to your Slack channel, keeping your team informed in real-time.

You can manage and edit this workflow anytime in Pabbly Connect. This setup allows for efficient lead management and quick team responses.

With this integration, you can streamline your lead notification process and enhance team collaboration using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate Slack notifications for new Google Ads leads using Pabbly Connect. This integration allows teams to receive real-time updates on new leads, improving responsiveness and collaboration.

Learn how to seamlessly integrate Google Ads leads into Freshdesk CRM using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Ads and Freshdesk Integration

To add Google Ads leads to Freshdesk CRM, you first need to access Pabbly Connect. This platform serves as the central integration tool for connecting various applications seamlessly. Start by searching for ‘Pabbly Connect’ in your browser to reach the landing page.

Once on the Pabbly Connect page, you will see two options: ‘Sign Up for Free’ and ‘Sign In.’ If you are a new user, click on ‘Sign Up for Free’ to get started with 100 free tasks each month. Existing users should click ‘Sign In’ to enter their dashboard and access the integration features.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button to initiate the setup process. You will be prompted to name your workflow and select a folder for organization. Name your workflow ‘How to Add Google Ads Leads to Freshdesk CRM’ and choose the folder labeled ‘Automations’ for easy access.

• Click on ‘Create’ to open the workflow window.
• This window will allow you to set up triggers and actions for your automation.
• Select Google Ads as the trigger application and New Lead Form Entry as the trigger event.

Once you select the trigger, Pabbly Connect will provide a webhook URL. This URL is crucial for connecting your Google Ads account to the workflow. Copy the URL, as you will need it in the next steps.

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3. Setting Up Google Ads to Capture Leads

With the webhook URL copied, head over to your Google Ads account to set up lead capturing. Navigate to the ‘See More’ section, then click on ‘Lead Forms’ and select ‘Add Lead Forms’. Here, you will need to input necessary information such as name, phone number, and email.

• Under Lead Delivery Options, paste the webhook URL you copied from Pabbly Connect.
• Click ‘Send Test Data’ to ensure the connection is working.

After sending the test data, return to Pabbly Connect to verify that you received the dummy response. This confirms that your Google Ads lead form is successfully sending data to your Pabbly workflow.

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4. Configuring Freshdesk to Create Contacts

Next, you will set up Freshdesk as the action application in Pabbly Connect. Select Freshdesk and choose ‘Create Contact’ as the action event. Click on ‘Connect’ to establish a connection between your Freshdesk account and Pabbly Connect.

To connect, you will need your Freshdesk API key, account password, and subdomain. Access your Freshdesk account, click on your profile picture, and navigate to ‘Profile Settings’ to find your API key. Copy this key and paste it into Pabbly Connect.

Enter your Freshdesk account password and subdomain as instructed. After pasting the necessary details, click ‘Save’ to finalize the connection.

Once connected, you will map the fields from the Google Ads lead to Freshdesk. This ensures that the details like full name, email, and phone number are dynamically inserted into Freshdesk whenever a new lead is captured.

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5. Testing the Integration and Finalizing Setup

To finalize your integration, click ‘Save and Send Test Request’ in Pabbly Connect. This will send the mapped data, including the full name, email, and phone number, to Freshdesk. Ensure you replace any dummy email addresses with valid information before testing.

After sending the test request, check your Freshdesk account to confirm that the new contact has been created successfully. If you see the details populated correctly, your automation is complete.

Review the entire workflow to ensure all steps are correctly set up. You can now receive leads from Google Ads directly into Freshdesk CRM with ease.

With this setup, Pabbly Connect empowers you to automate the lead capturing process, ensuring that no lead is missed and all information is accurately recorded in your Freshdesk CRM.

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Conclusion

In this tutorial, we explored how to integrate Google Ads leads into Freshdesk CRM using Pabbly Connect. By following these detailed steps, you can automate lead capturing and streamline your customer relationship management.

Learn how to integrate Google Ads, Salesforce, and Slack using Pabbly Connect to automate contact creation and team notifications. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Integration

To create Salesforce contacts from Google Ads leads and notify your team on Slack, you will first need to access Pabbly Connect. Start by opening a new tab in your browser and navigating to the Pabbly Connect landing page.

Once on the page, you have two options: sign in to your existing account or sign up for a new one. Signing up is quick and offers 100 free tasks each month. After logging in, click on the ‘Access Now’ button under Pabbly Connect to access the dashboard where you can create your automation workflows.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button and name it something descriptive, such as ‘Create Salesforce Contact from Google Ads Leads and Notify Team on Slack’. Select the appropriate folder to save your workflow.

• Click on ‘Create’ to proceed.
• You will see two boxes for Trigger and Action.
• Set the Trigger application to Google Ads.

After setting the Trigger application, select the event as ‘New Lead Form Entry’. This step is crucial as it defines when the automation will be triggered, allowing Pabbly Connect to capture new leads from Google Ads.

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3. Connecting Google Ads to Pabbly Connect

To connect Google Ads with Pabbly Connect, you will need to use the provided webhook URL. Copy this URL and navigate to your Google Ads account. Here, set up your lead form and paste the webhook URL in the lead delivery section under the Web URL tab.

• Create a key name, for example, ‘testing’.
• Send a test submission to generate a response.

After sending the test data, return to Pabbly Connect to see if the response has been received. This response will contain lead details such as first name, last name, email, and company name, which are essential for creating a new Salesforce contact.

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4. Creating a Salesforce Contact from Google Ads Lead

Now that you have received the lead details in Pabbly Connect, it’s time to set up the action step to create a new contact in Salesforce. Select Salesforce as your action application and choose the action event as ‘Create Contact’.

Connect your Salesforce account to Pabbly Connect by clicking on ‘Add New Connection’. Authorize the connection by allowing access to your Salesforce account. Once connected, you will need to map the fields from the Google Ads lead response to the respective fields in Salesforce, such as first name, last name, email, and phone number.

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5. Notifying Your Team on Slack

After successfully creating a contact in Salesforce using Pabbly Connect, the final step is to notify your team on Slack. Set Slack as your action application and choose the action event as ‘Send Channel Message’.

Connect your Slack account to Pabbly Connect and select the channel where you want to send the notification. Craft your message using the lead details from Google Ads, such as ‘We have received a new lead from Google Ads: Name, Email, Phone Number, City, and Company’. Map these details accordingly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating Salesforce contacts from Google Ads leads and notifying your team on Slack. By following these steps, you can streamline your workflow and save valuable time.

Learn how to automate the creation of Pipedrive persons from IndiaMART leads using Pabbly Connect in this detailed tutorial. Follow the exact steps to integrate these applications efficiently.

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1. Accessing Pabbly Connect for Integration

To create a Pipedrive person from IndiaMART leads, you first need to access Pabbly Connect. Start by searching for ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect homepage.

On the homepage, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks monthly. Existing users can sign in directly to access their dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once you are signed in to Pabbly Connect, navigate to your dashboard. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow.

For this integration, name your workflow something like ‘IndiaMART Automation.’ You can save this workflow in a folder for better organization. After naming, click on the ‘Create’ button to proceed to the trigger and action setup.

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3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the automation follows the concept of trigger and action. For this integration, the trigger application will be IndiaMART, and the action application will be Pipedrive. Search for IndiaMART in the trigger window and select ‘New Leads’ as the trigger event.

This trigger will check for new data every 24 hours, ensuring that it captures the latest leads from IndiaMART. To establish the connection, click on the ‘Connect’ button and enter your CRM API key from your IndiaMART account settings.

• Log into your IndiaMART account.
• Go to Settings and find Account Settings.
• Locate the CRM API section to generate and copy your API key.

Paste the API key in Pabbly Connect and click on ‘Save’ to establish the connection. After this, click on ‘Save and Send Test Request’ to capture the latest lead details.

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4. Creating a Person in Pipedrive from Leads

With the lead details successfully captured in Pabbly Connect, the next step is to create a person in Pipedrive. Search for Pipedrive in the action application section and select ‘Create a New Person’ as the action event.

Click on ‘Connect’ to establish the connection between Pabbly Connect and Pipedrive. You will need to enter your Pipedrive API token, which can be found in your Pipedrive account settings under API.

• Access your Pipedrive account.
• Navigate to Personal Preferences and then to API.
• Copy your personal API token and paste it in Pabbly Connect.

Once the connection is established, use the mapping feature in Pabbly Connect to insert data from the IndiaMART lead into the Pipedrive fields. This ensures that every new lead creates a corresponding person in Pipedrive automatically.

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5. Conclusion

Using Pabbly Connect, you can seamlessly automate the creation of Pipedrive persons from IndiaMART leads. This integration simplifies your workflow, ensuring that every new lead is captured and processed efficiently.

By following the steps outlined in this tutorial, you can enhance your lead management process and make the most out of your integrations with Pabbly Connect. Start automating today for better productivity!

Learn how to seamlessly integrate Google Ads leads into Zoho CRM using Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google and Zoho CRM Integration

To start integrating Google Ads leads into Zoho CRM, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Simply type ‘Pabbly.com/connect’ in your browser to reach the Pabbly Connect homepage.

Once there, you can sign in or sign up for free. As a new user, you will receive 100 tasks every month for free. After logging in, navigate to the dashboard where you can create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to capture leads from Google Ads. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will then be prompted to name your workflow; name it ‘Google Ads Leads in Zoho CRM’.

• Select Google as the trigger application.
• Choose ‘New Lead Form Entry’ as the trigger event.

After setting the trigger, you will see an option to connect your Google account. Follow the prompts to authenticate your Google account with Pabbly Connect. This connection will allow Pabbly Connect to receive new leads from your Google Ads campaigns.

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3. Setting Up Google Leads in Pabbly Connect

Next, you will set up the Google leads integration. You’ll receive a webhook URL from Pabbly Connect. Copy this URL as it will act as a bridge between Google Ads and Pabbly Connect. Now, go to your Google Ads account and set up your lead form.

• Navigate to the ‘Lead Form’ section in your Google Ads account.
• Paste the webhook URL in the designated field for lead form submissions.

This ensures that every time a lead is generated through your Google Ads, it will be sent to Pabbly Connect. To test this setup, submit a test lead through your Google Ads lead form.

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4. Connecting Pabbly Connect to Zoho CRM

Now that you have set up the Google trigger, it’s time to connect Pabbly Connect to Zoho CRM. Click on the action application and select Zoho CRM. Choose the action event as ‘Create Contact’. This action will allow Pabbly Connect to add new leads as contacts in Zoho CRM.

You will need to authorize Pabbly Connect to access your Zoho CRM account. Click on the ‘Connect’ button and follow the prompts to provide necessary permissions. Once connected, you will be able to map the fields from the Google lead response to the Zoho CRM contact fields.

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5. Mapping Fields to Create Contacts in Zoho CRM

In this final step, you will map the fields from the Google lead form to the corresponding fields in Zoho CRM. This mapping is crucial as it ensures that all lead information is accurately captured in Zoho CRM. Use the mapping feature in Pabbly Connect to link fields such as name, email, and phone number from the Google leads to the correct fields in Zoho CRM.

After you have completed the mapping, click on the ‘Save & Send Test Request’ button in Pabbly Connect. This will send a test contact to Zoho CRM. If successful, you will see a confirmation message indicating that the contact has been created in your Zoho CRM account.

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Conclusion

By following these steps, you can easily integrate Google Ads leads into Zoho CRM using Pabbly Connect. This automation simplifies lead management and enhances your marketing efforts, allowing you to focus on conversion and customer engagement.

Learn how to get email notifications for Typeform submissions using Pabbly Connect and Outlook. Step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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1. Accessing Pabbly Connect for Typeform and Outlook Integration

To get email notifications on Typeform submissions, you need to access Pabbly Connect. Start by searching for ‘Pabbly.com’ in your browser and navigate to the Pabbly Connect landing page.

Once on the landing page, you will see options to sign up or sign in. If you are new, click on ‘Sign up for free’ to create an account. Existing users can simply sign in to access their dashboard, where you can start creating your automation workflows.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow for the Typeform and Outlook integration using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow; input a name such as ‘Email Notifications on Typeform Submission’ and select a folder for saving.

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you can set your trigger and action.

Here, you will set Typeform as the trigger application and select ‘New Entry’ as the trigger event. This means that every time a new submission is made on Typeform, it will trigger your workflow.

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3. Connecting Typeform to Pabbly Connect

After selecting Typeform as your trigger, you need to connect your Typeform account to Pabbly Connect. Click on the ‘Connect’ button, and if you are adding a new connection, select ‘Add New Connection’. You will be prompted to allow permissions; click ‘Accept’ to proceed.

Once connected, select the specific form you want to use for this integration. For example, if your form is named ‘Registration Form’, select it from the dropdown. Then, click on ‘Save and Send Test Request’ to capture the response from Typeform.

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4. Setting Up Outlook for Email Notifications

In this step, you will set Microsoft Office 365 (Outlook) as the action application in Pabbly Connect. After the Typeform trigger, you will select ‘Microsoft Office 365’ for the action event and choose ‘Send Mail’. Again, click on the ‘Connect’ button to link your Outlook account.

• Choose to add a new connection and allow permissions.
• Input the subject of the email, e.g., ‘New Typeform Submission Received’.

Set the content type to ‘Plain Text’ and draft the email body. For instance, you can write: ‘Hello, you have received a new response from your Typeform. Here’s the summary of your submission: Name, Email, Contact Number.’ Remember to map the fields dynamically from the Typeform response.

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5. Testing Your Pabbly Connect Integration

Now that you have set up both Typeform and Outlook in Pabbly Connect, it’s time to test the integration. Submit a dummy response in your Typeform form to see if the email notification is triggered. After submission, check your Outlook inbox for the email.

If everything is set up correctly, you should receive an email indicating that a new Typeform submission has been received, complete with the details you mapped earlier. This confirms that your automation is working successfully.

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Conclusion

By following these steps, you can easily set up email notifications for Typeform submissions using Pabbly Connect and Outlook. This integration enhances your workflow and ensures you never miss a submission notification again.

Learn how to connect your X (Twitter) account with Pabbly Connect. Follow this detailed tutorial for seamless integration and automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Integration with X (Twitter)

To connect your X (Twitter) account with Pabbly Connect, start by logging into your Pabbly Connect account. You’ll be greeted by a user-friendly dashboard where you can create a new workflow. This workflow will be the foundation for automating tasks between X and other applications.

After logging in, click on the ‘Create New Workflow’ button. Name your workflow appropriately, such as ‘Connect X with Pabbly Connect’. Once your workflow is created, you will set up a trigger step to capture tweets or other actions performed on X.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow in Pabbly Connect. Select the ‘Webhook by Pabbly’ option to capture the response from a tweet. This will allow you to use the data from the tweet in subsequent steps of your automation.

• Choose ‘Webhook by Pabbly’ as your trigger app.
• Set it to capture the response of a tweet.
• Save the trigger settings to proceed.

Once you have set up the trigger, you can proceed to the action step where you will connect your X account to Pabbly Connect. This connection is crucial for automating the tweet posting process.

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3. Connecting Your X Account to Pabbly Connect

To connect your X account, select the action application as X (formerly Twitter) in Pabbly Connect. In the action event dropdown, choose ‘Create Tweet’. This allows you to create a new tweet based on the information captured from the trigger.

Click on the ‘Connect’ button and select ‘Add New Connection’. A popup will appear asking for your client ID and client secret, which you will obtain from the X developer portal. Follow the instructions provided in the popup to acquire these credentials.

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4. Setting Up Your Twitter App for API Access

To get your client ID and client secret, you need to create a Twitter developer account. Navigate to the Twitter Developer portal and sign in. After signing in, create a new app by clicking the ‘Add App’ button and providing a unique name, such as ‘Pabbly Connect Video’.

Once your app is created, you will receive your API key and secret. Ensure you set the app permissions to ‘Read and Write’ and specify the app type as a ‘Web App’. Enter the required callback URL provided in the Pabbly Connect documentation. Save your settings to finalize the app configuration.

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5. Finalizing the Connection and Testing the Workflow

After obtaining your client ID and client secret, return to Pabbly Connect and paste them into the respective fields in the connection popup. Click ‘Save’ to establish the connection. You will then need to authorize the app to complete the integration process.

Once authorized, you can test the connection by mapping the tweet content captured in the trigger step. Click ‘Save and Send Test Request’ to verify that your X account is now successfully connected with Pabbly Connect. Check your X account to see if the test tweet has been posted.

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Conclusion

In this tutorial, we covered how to connect your X (Twitter) account with Pabbly Connect. By following the detailed steps provided, you can successfully automate tweet posting and other tasks. Utilizing Pabbly Connect streamlines your workflow, making it easier to manage your social media interactions.

Learn how to automate the export of IndiaMART enquiries to Microsoft Excel using Pabbly Connect. Step-by-step guide with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Automation

To export IndiaMART enquiries to Microsoft Excel, you first need to access Pabbly Connect. This platform allows you to automate processes between various applications. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply log in by clicking ‘Sign In’. After logging in, you will be directed to the dashboard where you can create workflows.

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2. Create a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the export of enquiries. Click the ‘Create Workflow’ button located in the top right corner of the dashboard. You will need to name your workflow; for this task, you can name it ‘Export IndiaMART Enquiries to Microsoft Excel’.

• Name your workflow appropriately
• Select a folder for organization
• Click ‘Create’ to finalize

After creating your workflow, you will see options for setting up a trigger and an action. The trigger will be IndiaMART, and the action will be Microsoft Excel. This setup is crucial for ensuring that every new inquiry from IndiaMART is automatically added to your Excel sheet.

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3. Set Up the Trigger with IndiaMART

The next step involves setting up the trigger in Pabbly Connect. Select IndiaMART as your trigger application and choose the event ‘New Leads’. This means that every time a new lead is received, it will trigger the subsequent actions.

To connect IndiaMART with Pabbly Connect, click on ‘Connect’ to build a new connection. You will be prompted to enter your CRM API key. This key can be found in your IndiaMART account settings under ‘Account Settings’ and then ‘CRM API’. Copy the key and paste it into Pabbly Connect, then click ‘Save’.

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4. Set Up the Action with Microsoft Excel

Now, we will set up the action in Pabbly Connect. Select Microsoft Excel as the action application and choose ‘Add Row to Worksheet’ as the action event. This setup ensures that whenever a new inquiry is received, a new row is added to your Excel sheet.

To connect Microsoft Excel with Pabbly Connect, click on ‘Connect’ and either create a new connection or select an existing one. Accept the terms and authorize the connection. After successful authorization, select the appropriate workbook and sheet where the inquiries will be recorded.

• Choose the correct workbook (e.g., IndiaMART Leads)
• Select the correct sheet (e.g., Sheet1)
• Map the fields from IndiaMART to Excel

Mapping fields is crucial as it ensures that the data from IndiaMART is correctly transferred to Microsoft Excel. For instance, map the sender’s name, email, phone number, and other relevant details.

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5. Test and Complete the Integration

After mapping the fields in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to check if the data transfers correctly. If successful, you should see the new inquiry reflected in your Microsoft Excel sheet.

Once you confirm that the data has been successfully added, your automation is complete. This means that every new inquiry from IndiaMART will automatically generate a new row in your Excel sheet. You can now manage your enquiries efficiently without manual entry.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the export of IndiaMART enquiries to Microsoft Excel. By following these steps, you can streamline your workflow and manage enquiries effectively. Pabbly Connect serves as a powerful tool to integrate various applications seamlessly, enhancing productivity and efficiency.

Learn how to automate WhatsApp messages to your AI company’s Facebook leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to your AI company’s Facebook leads, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect. If you are a new user, click on ‘Sign up for free’ to create an account and get 100 tasks free every month.

Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to begin the integration process. This platform will allow you to connect Facebook Lead Ads with WhatsApp Cloud API seamlessly.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. Enter a name for your workflow, such as ‘Send WhatsApp Message to AI Company’s Facebook Leads,’ and select the appropriate folder for saving.

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you can set up the trigger and action.

In this workflow, the trigger will be Facebook Lead Ads, and the action will be sending a WhatsApp message. This setup allows Pabbly Connect to automate the process effectively.

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3. Setting Up Trigger with Facebook Lead Ads

Your next step is to set the trigger for the workflow using Facebook Lead Ads in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is submitted, Pabbly Connect captures it instantly.

• Click on ‘Connect’ to link your Facebook account.
• Select your Facebook page and lead form.

After setting up the trigger, click on ‘Save and Send Test Request’. Pabbly Connect will wait for a webhook response from Facebook to confirm the setup. This integration is critical for ensuring that all new leads are processed correctly.

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4. Setting Up Action with WhatsApp Cloud API

For the action part of the workflow, you will select WhatsApp Cloud API in Pabbly Connect. Choose the action event as ‘Send Template Message’. This action will send a WhatsApp message to the leads captured from Facebook.

Click on ‘Connect’ to link your WhatsApp Cloud API account. You will need to provide your temporary access token, phone number ID, and WhatsApp Business Account ID. These details can be found in your Meta for Developers account.

After entering the necessary information, click on ‘Save’ to establish the connection. Then, select the message template you want to use for the WhatsApp message. Make sure to map the recipient’s mobile number and personalize the message body using dynamic fields from the lead data captured earlier.

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5. Testing the Integration Workflow

Now that you have set up both the trigger and action in Pabbly Connect, it’s time to test the workflow. You can do this by submitting a test lead through the Facebook Lead Ads form you set up earlier. Pabbly Connect will capture this lead and send an automated WhatsApp message based on the configured template.

Check your WhatsApp to confirm that the message has been received. This step is crucial to ensure that the integration works as intended. If everything is set up correctly, you should see a message addressing the lead with their name.

To summarize, in this tutorial, we have integrated Facebook Lead Ads with WhatsApp using Pabbly Connect. The entire process involved creating a workflow, setting up a trigger for new leads, and configuring an action to send WhatsApp messages automatically. This setup is beneficial for your AI company, ensuring prompt communication with leads.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages to Facebook leads for your AI company. This integration streamlines communication and enhances lead engagement.

Learn how to automate adding Facebook leads to Google Sheets for AI companies using Pabbly Connect. Follow this step-by-step 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

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1. Access Pabbly Connect to Start Integration

To begin the integration process, access Pabbly Connect by visiting the website. If you’re a new user, click on the ‘Sign Up Free’ option. Existing users can simply click on ‘Sign In’. This platform allows you to automate tasks seamlessly.

Once logged in, navigate to the dashboard. Here, you can create a new folder for your workflow. Click the folder icon, name it ‘Facebook Leads to Google Sheets’, and hit ‘Create’. This step is essential for organizing your automation tasks effectively.

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2. Create a New Workflow in Pabbly Connect

After setting up your folder, the next step involves creating a new workflow in Pabbly Connect. Click on ‘Create Workflow’, and name it ‘Add Facebook Leads to Google Sheets for AI Companies’. This name reflects the purpose of your automation.

Now, you need to set up the trigger and action for your workflow. The trigger application will be Facebook Lead Ads, and the action application will be Google Sheets. Click on Facebook Lead Ads, and select the trigger event ‘New Lead Instant’. This event starts the automation whenever a new lead is submitted.

• Select ‘New Lead Instant’ as your trigger event.
• Click on ‘Connect’ to link your Facebook account.
• Choose your Facebook page and lead form to proceed.

Ensure your lead form is live to receive data correctly. Once connected, click on ‘Save and Send Test Request’ to confirm the integration is working properly.

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3. Test the Integration with Sample Data

To ensure that Pabbly Connect is receiving data correctly, you must generate a sample submission. Log into the Facebook Developers page and use the Lead Ads Testing Tool. Select your page and form, then fill out the preview form to create a test lead.

After submitting the test lead, return to Pabbly Connect to check if the data has been received. You should see the lead details like full name, email, and phone number populated in the response section. This confirms that your trigger is working properly.

• Access the Lead Ads Testing Tool on Facebook.
• Fill out the form to create a test lead.
• Check Pabbly Connect for the response.

Once you confirm that the test lead has been received, you can move on to set up the action application.

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4. Set Up Google Sheets as the Action Application

Now that your trigger is set up, it’s time to configure Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event ‘Add New Row’. This action will add a new row to your Google Sheets whenever a new lead is generated.

Click on ‘Connect’ to link your Google Sheets account. Choose ‘Add New Connection’, then sign in with your Google account and allow the necessary permissions. Once connected, select the spreadsheet where you want to store the lead details.

Select ‘Add New Row’ as your action event. Choose your spreadsheet for storing data. Map the fields from Facebook Lead Ads to Google Sheets.

Ensure that the column names in your Google Sheets match the data from Facebook Lead Ads. After mapping the fields, click on ‘Save and Send Test Request’ to see if the data is added correctly.

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5. Finalize the Automation and Test

After successfully mapping the fields, check your Google Sheets to confirm that the new lead details have been added. This step verifies that your automation is functioning as intended through Pabbly Connect.

To ensure everything works in real-time, delete the test lead from Facebook and create a new one. This will trigger the automation again, allowing you to see the new lead data in Google Sheets. Refresh your Google Sheets to confirm the new entry has been added.

Delete the existing test lead in Facebook. Submit a new lead using the preview form. Check Google Sheets for the updated entry.

This process confirms that Pabbly Connect effectively integrates Facebook Lead Ads with Google Sheets, automating your lead management for AI companies.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for AI companies. By following these steps, you can efficiently manage your leads and enhance your business operations.