Author: Rajpal Tomar

Learn how to set up Telegram notifications for IndiaMART enquiries using Pabbly Connect. Follow this step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To get Telegram notifications for IndiaMART enquiries, you first need to access Pabbly Connect. Start by opening a new tab and searching for Pabbly.com/connect. This will direct you to the Pabbly Connect landing page.

If you don’t have an account, you can sign up for free, which takes just a couple of minutes. After signing up, you’ll have access to 100 free tasks each month. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow to integrate IndiaMART with Telegram. Click on the ‘Create Workflow’ button to open a pop-up window. Here, name your workflow something descriptive, like ‘Get Telegram Notification for IndiaMART Enquiries’. using Pabbly Connect

• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.

In this setup, the trigger will be IndiaMART, and the action will be Telegram. This configuration will allow you to receive notifications whenever a new enquiry is made on IndiaMART.

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3. Setting Up the Trigger for IndiaMART

To set up the trigger in Pabbly Connect, select IndiaMART as your trigger application. You will then need to choose the trigger event, which is ‘New Leads’. This event will notify you every time a new enquiry is received.

Next, click on ‘Connect Now’ to link your IndiaMART account with Pabbly Connect. You will need to add a new connection and input your CRM key, which you can find in your IndiaMART account under the settings section. Once you paste the CRM key into Pabbly Connect and click on ‘Save’, your connection will be established.

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4. Configuring the Action to Send Telegram Notifications

After setting up the trigger, the next step is to configure the action in Pabbly Connect. Select Telegram as your action application and choose the action event ‘Send a Text Message’. This will allow you to send notifications to your Telegram group.

• Click on ‘Connect’ and then add a new connection by entering your Telegram bot token.
• You can obtain this token by creating a bot using BotFather on Telegram.
• Make sure to promote your bot as an admin in your Telegram group.

Once you have set up the action, you will need to fill in the chat ID and the message that you want to send. Make sure to map the data from the IndiaMART enquiry to the message format you desire.

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5. Testing and Finalizing the Workflow

After configuring both the trigger and action in Pabbly Connect, it’s time to test your workflow. Click on ‘Save and Send Test’ to check if the integration works as expected. You should receive a notification message in your Telegram group detailing the new enquiry.

If everything is set up correctly, you will see a confirmation message in Pabbly Connect, indicating that your Telegram bot has successfully sent the notification. This means your integration between IndiaMART and Telegram is now active and will automatically notify you of new inquiries.

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Conclusion

Using Pabbly Connect, you can easily set up a workflow to get Telegram notifications for IndiaMART enquiries. This integration streamlines your communication and ensures you never miss an important lead.

Learn how to automatically add IndiaMART leads to Microsoft Excel using Pabbly Connect with this step-by-step tutorial. Streamline your lead management process today! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for IndiaMART Leads

To automate the process of adding IndiaMART leads to Microsoft Excel automatically, you first need to access Pabbly Connect. Begin by searching for ‘Pabbly.com/connect’ in your browser. This will direct you to the Pabbly Connect homepage.

On the homepage, you will see options for ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in to their account. Once logged in, you will be taken to the dashboard where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

To start the integration process, you need to create a new workflow in Pabbly Connect. On the dashboard, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name.

Name your workflow something like ‘Add IndiaMART Leads to Microsoft Excel Automatically’. Choose a folder for organization, such as ‘IndiaMART Automation,’ and then click on ‘Create’ to proceed. This sets up your workflow, which will use a trigger-action model to automate the process.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow in Pabbly Connect. The trigger application will be IndiaMART, and the action application will be Microsoft Excel. In the trigger section, search for ‘IndiaMART’ and select it. The trigger event you want is ‘New Leads,’ which will activate whenever a new lead is captured.

• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• In the action section, select ‘Microsoft Excel’ and choose ‘Add Row to Worksheet’ as the action event.

After selecting the applications and events, you will need to establish a connection between IndiaMART and Pabbly Connect. This connection will allow Pabbly Connect to access lead data from your IndiaMART account.

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4. Connecting IndiaMART and Microsoft Excel

To connect IndiaMART to Pabbly Connect, click on the ‘Connect’ button in the trigger section. You will need to input your CRM API key from your IndiaMART account. To find this, go to your IndiaMART account settings and locate the CRM API section.

Copy the API key and paste it into Pabbly Connect. After entering the key, click on ‘Save’ to establish the connection. Once connected, refresh the fields to fetch the latest lead data from IndiaMART. You will see the details of the new lead displayed in Pabbly Connect.

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5. Mapping Lead Details to Microsoft Excel

Now that you have successfully connected IndiaMART and Pabbly Connect, it’s time to map the lead details to your Microsoft Excel spreadsheet. Click on the ‘Connect’ button in the action section to connect Microsoft Excel to Pabbly Connect. You will need to authorize the connection by clicking on ‘Accept’ when prompted.

After connecting, select the spreadsheet you want to use. Choose the spreadsheet named ‘IndiaMART Leads’ and ensure that it is set to the correct worksheet. You will then map the lead details from IndiaMART to the corresponding columns in Excel. This mapping ensures that each new lead’s information is accurately recorded in your spreadsheet.

• Map the contact number, company name, city, email, and other relevant details.
• Use the mapping feature to ensure data is dynamic and updates with new leads.

After mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly. If successful, the lead details will appear in your Microsoft Excel spreadsheet as a new row, confirming that the automation with Pabbly Connect is complete.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to automatically add IndiaMART leads to Microsoft Excel. By following these steps, you can streamline your lead management process effectively. Automating this workflow saves time and ensures accurate data entry every time you receive a new lead.

Learn how to automate sending WhatsApp messages on Landingi form submission using Pabbly Connect. Follow our step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for WhatsApp Integration

To send WhatsApp messages on Landingi form submission, you will first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website through the URL Pabbly.com/connect. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks per month.

If you are an existing user, simply click on ‘Sign In’. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create new workflows for your integrations. This is where you will set up the automation process to connect Landingi and WhatsApp.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this integration, you might name it ‘Send WhatsApp Message on Landingi Form Submission’. Choose a suitable folder for your workflow, such as ‘Automations’, to keep your projects organized. using Pabbly Connect

• Click on ‘Create’ to initiate your workflow.
• Select ‘Landing’ as your trigger application.
• Choose ‘New Lead from Landing Page’ as the trigger event.

After setting up the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting your Landingi form with Pabbly Connect, enabling the automation process to function correctly.

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3. Connecting Landingi with Pabbly Connect

Now, navigate to your Landingi account where you have created the form. Open the form editor and go to the ‘Settings’ section. Here, select ‘Integrations’ and find the option to add a webhook. Remove any existing webhook links and paste the newly copied webhook URL from Pabbly Connect. using Pabbly Connect

Ensure that you set the request method to ‘POST’ and save the changes. After saving, publish the form to make it live. This step is essential as it allows the form to communicate with Pabbly Connect whenever a new submission occurs.

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4. Testing the Integration with Pabbly Connect

To test whether the integration works, you need to submit a test entry on your Landingi form. Fill in the necessary fields with dummy data, such as a name, email, and phone number, and click on ‘Send’. This action will trigger the webhook you set up earlier. using Pabbly Connect

• Check the Pabbly Connect dashboard to see if it received the webhook response.
• Ensure that the data received includes the name, email, and phone number.

If you see a successful response in Pabbly Connect, it indicates that the trigger is working correctly. You are now ready to set up the action to send WhatsApp messages.

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5. Sending WhatsApp Messages Using Pabbly Connect

For the action step, select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. Connect your WhatsApp Cloud API account by clicking on ‘Connect’, and if it’s your first time, you will need to create a new connection. using Pabbly Connect

To do this, you will need your temporary access token, phone number ID, and WhatsApp business account ID from the Meta for Developers platform. Paste these details into Pabbly Connect to establish the connection. After connecting, select the template you want to use for the message.

Now, map the recipient’s mobile number and any variables you wish to include in your message. For instance, you can dynamically insert the lead’s name into the message template. Finally, click on ‘Save and Send Test Request’ to verify that the message is sent successfully.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send WhatsApp messages automatically upon Landingi form submissions. By following these detailed steps, you can streamline your communication with leads effectively. This integration enhances lead engagement and ensures timely responses, making it a valuable addition to your workflow.

Learn how to integrate GoHighLevel with Slack using Pabbly Connect to notify your team about new leads. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To notify your team on Slack for new GoHighLevel leads, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you’re new, you can sign up for free and get 100 free tasks monthly.

Once logged in, you will see the Pabbly dashboard. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow that integrates GoHighLevel and Slack using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow.

• Name the workflow as ‘Notify Team on Slack for New GoHighLevel Leads’.
• Select a folder to save your workflow, such as ‘GoHighLevel Automations’.
• Click on ‘Create’ to finalize the setup.

Your new workflow will now be displayed, showing two main sections: Trigger and Action. The Trigger is set to GoHighLevel, while the Action will be Slack, both facilitated through Pabbly Connect.

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3. Setting Up the Trigger with GoHighLevel

To set up the trigger in Pabbly Connect, click on the dropdown arrow under the Trigger section. Select GoHighLevel as your trigger application and choose ‘Lead Connector V2’ to connect with GoHighLevel.

Next, select the trigger event as ‘Contact Created’. This ensures that every time a new lead is generated, Pabbly Connect will capture this event. After this, a webhook URL will be generated, which you will need to copy for the next steps.

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4. Connecting GoHighLevel to Pabbly Connect

Now, you need to connect your GoHighLevel account to Pabbly Connect. Open your GoHighLevel account and navigate to the Automation section. Click on ‘Create Workflow’ and select ‘Start from Scratch’.

• Add a new trigger and select ‘Contact Created’ as your workflow trigger.
• Save the trigger and add an action using the webhook method.
• Paste the copied webhook URL from Pabbly Connect.

After saving your action, publish your workflow. This will allow Pabbly Connect to listen for new leads generated in GoHighLevel.

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5. Setting Up the Action in Slack

In the action section of Pabbly Connect, select Slack as your action application and choose ‘Send Channel Message’ as your action event. This will enable you to send notifications to your Slack channel whenever a new lead is created.

You will need to connect your Slack account by clicking on ‘Add New Connection’. Choose ‘Bot’ as your token type and allow the necessary permissions. After successfully connecting, select the channel where you want the notifications to appear.

Finally, compose your message using dynamic data from the previous steps. For example, include lead details such as name, phone number, email, and time zone. Save the action and send a test request to ensure everything is functioning correctly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to notify your team on Slack for new GoHighLevel leads. By following the steps outlined, you can automate notifications seamlessly and keep your team informed in real-time.

Learn how to automate WhatsApp notifications for IndiaMART enquiries using Pabbly Connect in this detailed step-by-step tutorial. 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

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1. Accessing Pabbly Connect for Automation

To get WhatsApp notifications for IndiaMART enquiries, start by accessing Pabbly Connect. This platform allows you to create automation workflows without any coding skills. Simply go to the Pabbly Connect homepage and sign in if you are an existing user or sign up for a free account.

After signing in, you will be directed to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin. Give your workflow a name, such as ‘Get WhatsApp Notification for IndiaMART Inquiries,’ and select a folder to save it in. Then click on ‘Create’ to proceed.

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2. Setting Up Trigger with IndiaMART

The next step in using Pabbly Connect is to set up the trigger application. For this integration, you will select IndiaMART as the trigger application. Click on the trigger window and search for ‘IndiaMART’ to select it.

After selecting IndiaMART, you need to choose the trigger event. The appropriate event here is ‘New Leads’ since you want to receive notifications for new enquiries. Click on the ‘Connect’ button and then choose ‘Add New Connection.’ You will need to provide a CRM key from your IndiaMART account.

• Log in to your IndiaMART account.
• Go to Settings and select Account Settings.
• Generate and copy your CRM API key.

Paste this key back into Pabbly Connect and click on ‘Save.’ After saving, refresh the fields to ensure you have the latest data from IndiaMART, and then click on ‘Save and Send Test Request’ to confirm that the connection is successful.

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3. Setting Up Action with WhatsApp Cloud API

Now that you have set up the trigger, the next step is to configure the action using Pabbly Connect. For the action application, select ‘WhatsApp Cloud API.’ This will allow you to receive WhatsApp notifications for new leads.

Choose the action event ‘Send Text Message.’ Click on the ‘Connect’ button and then select ‘Add New Connection.’ You will need to provide your WhatsApp Cloud API details, including access token, phone number ID, and WhatsApp business account ID.

• Set up your WhatsApp Cloud API account on Meta for Developers.
• Copy the access token, phone number ID, and WhatsApp business account ID from your API setup.

Paste these details into Pabbly Connect and click on ‘Save’ to establish the connection. This integration will ensure that you receive a WhatsApp notification every time a new enquiry is made on IndiaMART.

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4. Configuring the WhatsApp Message Template

After successfully connecting the WhatsApp Cloud API, you need to configure the message that will be sent. In this step, you will specify the recipient’s phone number and the message content. Enter your phone number in the recipient field. using Pabbly Connect

For the message, you can create a template that includes dynamic data from the enquiry. For example, you might write: ‘Hello, a new enquiry has been received from IndiaMART. Here are the details: Name: {{name}}, Email: {{email}}, Query: {{query_message}}.’ This dynamic mapping allows you to receive personalized notifications for each lead.

Map the name, email, and query message from the previous step. Ensure all fields are filled out correctly for dynamic data.

Once you have configured the message template, click on ‘Save and Send Test Request’ to check if everything is working correctly. If successful, you should receive a WhatsApp message with the enquiry details.

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5. Testing and Verifying the Automation

In this final step, you will test the entire automation process created with Pabbly Connect. After completing the previous steps, ensure that the workflow is correctly set up. Click on ‘Save and Send Test Request’ again to initiate a test.

Check your WhatsApp to verify if you have received the notification message. If you see the message containing the details of the new enquiry, it means the automation is working perfectly. This integration allows you to receive timely notifications without any manual effort.

With this setup, you can streamline your communication process and ensure that you never miss an important enquiry from IndiaMART. If you want to explore more automations, visit the Pabbly website for additional tutorials and resources.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp notifications for IndiaMART enquiries. By setting up triggers and actions, you can efficiently receive updates on new leads directly to your WhatsApp, enhancing your response time and customer engagement.

Learn how to set up email notifications for new GoHighLevel leads using Pabbly Connect. Follow our step-by-step tutorial to automate your lead management process. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To get email notifications for new GoHighLevel leads, the first step is accessing Pabbly Connect. You can do this by opening a new tab and searching for Pabbly.com/connect. This will direct you to the Pabbly Connect landing page.

Once on the page, you will see options to sign in or sign up. If you don’t have an account, you can sign up for free, which only takes a couple of minutes. After signing in, you’ll be taken to the dashboard where you can start creating your integration workflows.

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2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A pop-up window will appear where you can name your workflow. For this integration, name it ‘Get Email Notification for GoHighLevel Leads’.

After naming your workflow, select the folder where you want to save it. You can create a new folder or choose an existing one. Once done, click on ‘Create’ to proceed to the trigger and action setup.

• Choose ‘Lead Connector V2’ as the trigger application.
• Select ‘Contact Created’ as the trigger event.

This setup will allow Pabbly Connect to listen for new leads created in GoHighLevel.

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3. Connecting GoHighLevel with Pabbly Connect

To connect GoHighLevel with Pabbly Connect, you will need to use the provided webhook URL. After selecting your trigger, copy the webhook URL from Pabbly Connect. This URL acts as a bridge between GoHighLevel and Pabbly Connect.

Now, navigate to your GoHighLevel account. Go to the ‘Automations’ section and create a new workflow. Here, add a trigger for ‘Contact Created’ and name it appropriately. In the action step, select ‘Webhook’ and paste the copied URL from Pabbly Connect.

• Name your trigger as ‘New Lead’ and save it.
• Publish the workflow to activate the connection.

This step ensures that whenever a new lead is created, the data is sent to Pabbly Connect for further processing.

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4. Setting Up Gmail Action in Pabbly Connect

Now, you need to set up the action in Pabbly Connect to send an email notification. Select Gmail as the action application and choose ‘Send Email’ as the action event. This tells Pabbly Connect what to do once it receives data from GoHighLevel.

To connect Gmail, click on ‘Connect’ and allow access to your Gmail account. Once connected, you will need to fill in the details for the email notification, including the recipient’s email address, sender name, and email subject.

Enter the recipient’s email (your email address). Set the email subject as ‘New Lead Received’. Compose the email content with lead details.

Once all fields are filled, click on ‘Save and Send Test Request’ to check if everything is working correctly.

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5. Testing the Integration for New Leads

Finally, it’s time to test the integration you set up using Pabbly Connect. Go back to your GoHighLevel account and create a new contact. Fill in the required details and save the new lead. This action should trigger the webhook you set up earlier.

After saving the new contact, return to Pabbly Connect and check if you received the response from GoHighLevel. You will see the lead details populated in Pabbly Connect, confirming the integration is working as expected.

Check your Gmail for the email notification. Ensure all lead details are correctly displayed in the email.

This successful test confirms that your integration between GoHighLevel and Gmail via Pabbly Connect is complete, ensuring you won’t miss any new leads.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to set up email notifications for new GoHighLevel leads. By following these steps, you can automate your lead management process efficiently.

Learn how to automatically upload Gmail attachments to Google Drive using Pabbly Connect in this step-by-step tutorial. 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

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1. Setting Up Pabbly Connect for Gmail and Google Drive Integration

To upload Gmail attachments to a Google Drive folder, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. Enter a name like ‘Upload Gmail Attachment to Google Drive Folder’ and select a folder where you want to save this workflow.

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2. Configuring the Trigger in Pabbly Connect

In this step, we will configure the trigger application in Pabbly Connect. Click on the dropdown for the trigger application and select ‘Email Parser’ as we will use this to fetch email details from Gmail.

• Select ‘Email Parser’ as the trigger application.
• Copy the provided email address from Pabbly Connect.
• Open your Gmail account and navigate to settings to add this email as a forwarding address.

After adding the forwarding address, a confirmation link will be sent to the Pabbly Connect email. Copy this link and paste it into a new tab to verify the email address. Once verified, go back to your Gmail settings and enable forwarding of incoming emails to the Pabbly Connect email address.

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3. Adding a Filter for Attachments

Once the trigger is set up, we need to ensure that the automation only continues if there is an attachment. In Pabbly Connect, we will add a filter. Select the ‘Filter’ application as your action step.

• Choose ‘Filter Values’ as the action event.
• Select the attachment link from the previous step as the label.
• Set the filter type to ‘Exists’ to ensure the workflow continues only if there is an attachment.

After setting the filter, click on ‘Save and Send Test Request’. If the condition is true, the automation will continue to the next action step where we will upload the file to Google Drive.

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4. Uploading the File to Google Drive Using Pabbly Connect

For the final action step, we will upload the attachment to a Google Drive folder using Pabbly Connect. Select ‘Google Drive’ as the action application and choose ‘Upload a File’ as the action event.

Next, click on ‘Connect’ to link your Google Drive account with Pabbly Connect. You will be prompted to sign in to your Google account and allow permissions. Once connected, you will need to map the attachment link from the previous step to the URL field in the Google Drive upload settings.

Additionally, provide the folder ID where you want to save the uploaded file. You can find this ID in your Google Drive folder’s URL. After filling in the necessary details, click on ‘Save and Send Test Request’ to execute the workflow and verify that the file uploads successfully.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of uploading Gmail attachments to a Google Drive folder. By following these steps, you can ensure that any new attachments received in your Gmail account are automatically saved to your desired Google Drive folder.

Learn to send automated WhatsApp messages to Facebook leads for your cryptocurrency education platform using Pabbly Connect. Step-by-step tutorial included. 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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Accessing Pabbly Connect for Integration

To send WhatsApp messages to Facebook leads for your cryptocurrency education platform, the first step is to access Pabbly Connect. Open a new tab and navigate to Pabbly.com/c/connect. Here, you will find options to sign in or sign up for free. Signing up is quick and allows you to utilize 100 tasks free every month.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This action leads you to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it. This setup is crucial for managing your automation processes effectively.

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Setting Up Trigger in Pabbly Connect

After creating your workflow, the next step is to set up the trigger in Pabbly Connect. The trigger application will be Facebook Lead Ads. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’.

To connect Facebook Lead Ads with Pabbly Connect, click on ‘Connect’ and then on ‘Add New Connection’. After logging into your Facebook account, grant access to Pabbly Connect for retrieving leads. Ensure your Facebook page is selected correctly, which in this case is named ‘Crypt Matrix’.

• Select your Facebook page from the dropdown.
• Choose the lead generation form you wish to use.
• Click ‘Save and Send Test Request’ to fetch the lead data.

After clicking ‘Save and Send Test Request’, Pabbly Connect will wait for a webhook response. You will need to create a sample submission using the lead form to test the connection.

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Creating Sample Leads for Testing

To generate a sample lead, navigate to the Meta for Developers page. Use the Lead Ads R2 Debug Tool to create a test submission. Select your Facebook page and lead form, then click on ‘Preview Form’ to fill out the test details.

Fill in the form with dummy details, ensuring to include a WhatsApp number as this will be used for sending messages. Once completed, click on ‘Submit’ to create the new lead. This step is essential for Pabbly Connect to receive the lead data successfully.

• Enter a name (e.g., Demo User) and email (e.g., [email protected]).
• Provide a valid WhatsApp number for testing.
• Click ‘Next’ and then ‘Submit’ to finalize.

After submission, return to Pabbly Connect to verify that you have received the lead information. This validation confirms that your trigger setup is working correctly.

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Setting Up WhatsApp Cloud API Integration

With the lead data confirmed, the next step is to set up the action application in Pabbly Connect. For this, select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’.

Connect WhatsApp Cloud API by clicking on ‘Connect’ and then ‘Add New Connection’. You will need to provide the temporary access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account.

Copy the temporary access token from your WhatsApp Cloud API account. Obtain the phone number ID and WhatsApp business account ID from the same account. Paste these details into Pabbly Connect and click ‘Save’.

Once connected, you can customize the message template you wish to send. Ensure you have approved your message template from Meta before using it in the workflow.

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Sending WhatsApp Messages to Leads

To finalize your setup, map the required fields in Pabbly Connect. Select the template you want to use for sending messages. Ensure that you include a variable for the lead’s name so that each message is personalized.

For the recipient mobile number, map it from the Facebook Lead Ads response. This mapping allows Pabbly Connect to dynamically insert the lead’s WhatsApp number into the message.

Select your message template from the dropdown. Map the recipient’s WhatsApp number from the lead data. Map the lead’s name to personalize the message.

Click on ‘Save and Send Test’ to initiate the message. If successful, you will receive a confirmation response in Pabbly Connect. Check your WhatsApp to verify that the message was sent correctly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to leads generated from Facebook for your cryptocurrency education platform. By following the steps outlined, you can effectively engage with your leads and promote your educational offerings seamlessly.

Learn how to automate adding new leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect. Step-by-step guide with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the process of adding new leads from Instagram Lead Ads to Zoho CRM, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website by entering ‘Pabbly.com/connect’.

Once there, you will see options to either sign in or sign up for a free account. If you’re new, click on ‘Sign Up Free’ to create your account in just a few minutes. If you already have an account, just click on ‘Sign In’ to log in.

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2. Creating a Workflow in Pabbly Connect

After signing in to your Pabbly Connect account, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to initiate a new automation process.

• Give your workflow a descriptive name, such as ‘Instagram Lead Ads to Zoho CRM’.
• Select the appropriate folder for your Pabbly account.
• Click on ‘Create’ to set up your workflow.

Now, you will see two windows: the trigger window and the action window. The trigger window is where you will connect your Instagram Lead Ads account, and the action window is where you will set up the action to create a lead in Zoho CRM.

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3. Setting Up Instagram Lead Ads Trigger in Pabbly Connect

In the trigger window, search for ‘Instagram Lead Ads’ and select it. Choose ‘New Lead’ as the trigger event from the dropdown menu. After this, click on ‘Connect’ to establish a connection. using Pabbly Connect

Next, select ‘Add New Connection’. You will be prompted to connect your Instagram Lead Ads account via Facebook. Choose the appropriate Facebook account linked to your Instagram profile. After selecting the Facebook account, you will need to choose the Facebook page associated with your Instagram ads.

• Select the Facebook page that you are using for your Instagram ads.
• Choose the lead gen form that you want to use to capture leads.
• If you want to capture leads from all forms, select ‘All Lead Gen Forms’.

Once done, click on ‘Save and Send Test Request’. Pabbly Connect will now wait for a new lead response from Instagram Lead Ads.

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4. Adding Leads to Zoho CRM via Pabbly Connect

Now that your trigger is set up, it’s time to configure the action to add leads to Zoho CRM. In the action window, search for ‘Zoho CRM’ and select it. Choose ‘Create/Update Record’ as the action event. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your Zoho account domain. Log in to your Zoho account to find your domain in the URL. Copy and paste this domain into Pabbly Connect.

After entering the domain, click on ‘Save’. Accept the connection prompt to link Zoho CRM with Pabbly Connect. Select the module as ‘Leads’ to create a new lead in Zoho CRM.

Map the fields from Instagram Lead Ads to Zoho CRM, including first name, last name, email, and mobile number. Finally, click on ‘Save and Send Test Request’ to complete the setup.

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5. Testing the Integration Workflow

After setting up the integration, it’s crucial to test it to ensure everything works smoothly. You can generate a test lead using the Facebook Lead Ads Testing Tool. Navigate to the tool and select the Facebook page and lead form you used. using Pabbly Connect

Fill out the test lead form with the required details and submit it. Once submitted, Pabbly Connect will capture this lead information automatically. Check your Zoho CRM to confirm that the lead appears correctly.

Ensure all details such as name, email, and phone number are accurate. Verify that the lead status reflects the correct state as set in Pabbly Connect.

Once verified, you can proceed to use this automation for real-time leads generated from your Instagram ads.

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Conclusion

In conclusion, automating the process of adding new leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect streamlines your lead management. This integration allows for seamless data transfer, ensuring that no leads are missed. By following the steps outlined, you can enhance your marketing efficiency and maintain organized lead records.

Learn how to integrate Facebook Lead Ads with GoHighLevel automatically using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To add Facebook Lead Ads leads to GoHighLevel automatically, the first step is to access Pabbly Connect. Start by searching for Pabbly Connect in your browser and navigate to the homepage.

Once there, you will see options to sign in or sign up. If you are an existing user, click on the sign-in button. For new users, the sign-up option allows you to create an account and receive 100 free tasks each month. After signing in, you will reach the Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the screen.

• Name your workflow appropriately, such as ‘Add Facebook Lead Ads Leads to GoHighLevel Automatically’.
• Select a folder to save your workflow, like ‘Facebook Lead Ads to GoHighLevel Automation’.
• Click on the ‘Create’ button to finalize.

After creating the workflow, you will see the trigger and action setup page. This is where you will define how Pabbly Connect will automate the process between Facebook Lead Ads and GoHighLevel.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger for your workflow. Search for ‘Facebook Lead Ads’ in the trigger application section and select it as your trigger application. The trigger event should be set to ‘New Lead Instant’.

Next, for the action application, choose ‘Lead Connector V2’ to create a contact in GoHighLevel. The action event should be set to ‘Create a Contact’. This setup allows Pabbly Connect to listen for new leads from Facebook and perform actions accordingly.

• Click on ‘Connect’ to establish a connection between Facebook Lead Ads and Pabbly Connect.
• If you have an existing connection, you can use that, or create a new one.
• Once connected, select the Facebook page and lead form associated with your business.

After selecting the relevant page and lead form, click on ‘Save and Test’ to confirm the connection. This step ensures that Pabbly Connect can successfully receive data from Facebook Lead Ads.

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4. Testing the Integration with Pabbly Connect

With your trigger and action set up, the next step is to test the integration. Go to the Meta for Developers page and navigate to the Lead Ads Testing Tool.

Select your Facebook page and lead form, then click on ‘Preview Form’. Fill in the required fields with test data and submit the form. This action sends a test lead to Pabbly Connect, which will capture the lead details.

Once the test submission is complete, return to Pabbly Connect to check for the response. You should see the details of the test lead, including contact number, email, first name, and last name. This confirms that the integration is working correctly.

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5. Creating a Contact in GoHighLevel Using Pabbly Connect

Now that you have confirmed the test lead is captured by Pabbly Connect, it’s time to create a contact in GoHighLevel. Go back to the action step in your workflow and click on ‘Connect’ to establish a connection with your GoHighLevel account.

After connecting, you will map the lead details from Facebook Lead Ads to the fields in GoHighLevel. This mapping ensures that every new lead is accurately recorded as a contact.

Map the phone number, email, first name, and last name from the test lead response. Leave any non-mandatory fields blank. Click on ‘Save and Send Test Request’ to finalize the creation of the contact.

Once you receive a positive response, check your GoHighLevel account under contacts to see the newly created contact. This confirms that the automation is fully functional, allowing Pabbly Connect to seamlessly integrate Facebook Lead Ads and GoHighLevel.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of adding Facebook Lead Ads leads to GoHighLevel. By following these steps, you can efficiently manage your leads and streamline your workflow.