Author: Rajpal Tomar

Learn how to send WhatsApp messages to Facebook leads for your AR educational apps using Pabbly Connect. Follow our detailed tutorial 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. Accessing Pabbly Connect for Integration

To send WhatsApp messages to Facebook leads for your AR educational apps, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and signing in to your account. If you are a new user, you can easily create an account for free and explore the features available.

Once logged in, you will see the Pabbly dashboard. Here, you can find various applications offered by Pabbly. Click on the Pabbly Connect option to begin setting up your workflow for sending WhatsApp messages based on Facebook leads.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the Create Workflow button located at the top right corner of the dashboard. You will be prompted to name your workflow; for example, you can name it ‘Facebook to WhatsApp Leads’ to reflect its purpose.

• Click on the Select Trigger Application dropdown.
• Choose Facebook as your trigger application.
• Select the Lead Form option.

Once you have selected your trigger application and event, click on the Save & Send Test Request button to test the connection. You will need to ensure that the Facebook account is already connected to Pabbly Connect to proceed with the setup.

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3. Setting Up Facebook Leads in Pabbly Connect

Next, you need to specify the lead form you want to use for your Facebook leads. In the Pabbly Connect interface, select the lead form that corresponds to your AR educational apps. This will ensure that only leads generated from this specific form will trigger WhatsApp messages.

To test this setup, you should submit a test lead through your Facebook lead form. Make sure to fill in all required fields, such as email and phone number, to check if the integration works correctly. After submitting the test lead, go back to Pabbly Connect to confirm that the lead data has been received successfully.

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4. Sending WhatsApp Messages to Leads

Once you have successfully set up your trigger for Facebook leads, the next step is to configure the action to send WhatsApp messages. In Pabbly Connect, select the action application as WhatsApp. Choose the action event as Send Template Message to create a personalized message for your leads.

When setting up the message template, you will be able to customize the content. Use variables to personalize the message, such as including the recipient’s name. This dynamic text will help engage your leads effectively. After configuring the message, click on Save & Send Test Request to ensure the message is sent correctly to the WhatsApp number provided in the lead form.

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5. Finalizing the Integration in Pabbly Connect

To finalize your integration, you need to ensure that all data is mapped correctly in Pabbly Connect. This includes mapping the phone number and other relevant fields from the Facebook lead data to the WhatsApp message template. Make sure the data is accurately linked to avoid any issues when sending messages.

After mapping the data, perform a final test by submitting a new lead through your Facebook form. Check your WhatsApp to confirm that the message is received as expected. This step verifies that your integration is working seamlessly, allowing you to nurture leads through WhatsApp effectively.

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Conclusion

In conclusion, using Pabbly Connect to send WhatsApp messages to Facebook leads for your AR educational apps is a powerful way to engage with potential customers. By following the steps outlined, you can automate your communication and enhance lead nurturing effectively.

Learn how to automate adding new leads from Instagram Lead Ads to Salesforce CRM using Pabbly Connect. This detailed tutorial covers all steps and processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating the process of adding new leads from Instagram Lead Ads to Salesforce, you first need to access Pabbly Connect. Open a new tab in your browser and visit the Pabbly Connect website at Pabbly.com/connect.

Once on the landing page, you will see two options: ‘Sign Up Free’ and ‘Sign In’. If you’re new to Pabbly Connect, click on ‘Sign Up Free’ to create an account in just a couple of minutes. If you already have an account, simply click ‘Sign In’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will arrive at the ‘All Apps’ page. Here, click on ‘Access Now’ under Pabbly Connect to reach the dashboard. To create a new automation workflow, click the ‘Create Workflow’ button and name your workflow, such as ‘Instagram Lead Ads to Salesforce’.

• Click on the ‘Create’ button after selecting your desired folder.
• You will see two windows: the Trigger and Action windows.

In the Trigger window, you will connect your Instagram Lead Ads account. This connection allows Pabbly Connect to receive details whenever a new lead is generated from your Instagram ads.

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3. Setting Up the Trigger for Instagram Lead Ads

To set up the trigger, search for ‘Instagram Lead Ads’ in the app selection. Select it, then choose ‘New Lead’ as the trigger event. Click the ‘Connect’ button and select ‘Add New Connection’ to link your Instagram account.

Since your Instagram account is connected to your Facebook page, you will need to select the relevant Facebook account in the pop-up window. Click ‘Continue’ after selecting the appropriate account. You will then select the Facebook page that is linked to your Instagram profile.

• Choose the lead generation form from which you want to receive leads.
• You can select ‘All Lead Gen Forms’ to receive leads from multiple forms.

After making your selections, click ‘Save and Send Test Request’. This will change the status to ‘Waiting for Webhook Response’, indicating that Pabbly Connect is ready to receive new lead details.

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4. Sending Lead Details to Salesforce CRM

With the trigger set up, it’s time to send the lead details to Salesforce. In the Action window, search for ‘Salesforce’ and select it. Choose ‘Create Lead’ as the action event, then click on ‘Connect’ and select ‘Add New Connection’.

Once connected, Pabbly Connect will prompt you to map the lead details received from Instagram Lead Ads. You will need to fill in the fields such as Last Name, First Name, Company, Phone Number, and Email Address by selecting the corresponding fields from the trigger response.

Map the Last Name and First Name fields using the dropdown menu. You can skip non-mandatory fields like Title, Website, and Description.

After mapping all necessary fields, click ‘Save and Send Test Request’. If successful, you will receive a positive response confirming that the lead has been added to your Salesforce CRM.

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5. Testing the Automation Workflow

To ensure your automation is working correctly, you can test the workflow by generating a new lead. You can do this using the Facebook Lead Ads Testing Tool. Click on the ‘Preview Form’ button to fill out the lead form with test details.

Once you submit the test lead, Pabbly Connect will receive the lead information and automatically add it to Salesforce. Check your Salesforce CRM to confirm that the test lead appears with the correct details.

Repeat this process to test additional leads as needed. If everything is set up correctly, each new lead generated from Instagram Lead Ads will automatically be added to your Salesforce CRM through Pabbly Connect.

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Conclusion

In this tutorial, we covered how to automate the process of adding new leads from Instagram Lead Ads to Salesforce using Pabbly Connect. This integration streamlines your workflow, ensuring that every lead is captured efficiently and accurately in your CRM.

Learn how to send Outlook emails automatically on Typeform submissions using Pabbly Connect. Step-by-step tutorial 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 Integration

To send Outlook emails on Typeform submissions, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and clicking on the ‘Sign In’ button if you are an existing user, or ‘Sign Up for Free’ if you are new. Pabbly Connect offers 100 free tasks each month for new users.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to start the integration process. This platform allows you to create workflows that automate tasks between applications like Typeform and Outlook.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to start your automation. You will be prompted to name your workflow; for this tutorial, name it ‘Send Typeform Submissions on Email Using Outlook Email’. Choose a folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• This will open the workflow window where you can set triggers and actions.
• Remember, Pabbly Connect uses a trigger-action mechanism for automation.

In this window, you will set Typeform as the trigger application and Microsoft Office 365 (Outlook) as the action application. This setup allows you to send emails automatically when a new form submission occurs.

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3. Setting Up the Trigger with Typeform

To configure the trigger in Pabbly Connect, search for and select Typeform. Choose the trigger event as ‘New Entry’. Click on ‘Connect’ to establish a connection with your Typeform account.

If you don’t have an existing connection, select ‘Add a New Connection’. You will be prompted to grant permissions to Pabbly Connect to access your Typeform data. Accept the permissions to proceed. Once connected, select the specific form you want to use for this integration.

• Choose the form, e.g., ‘Registration Form’.
• Click on ‘Save and Send Test Request’ to test the trigger.
• Make sure to complete a test submission in Typeform.

Once the test submission is complete, Pabbly Connect will capture the response, confirming that the trigger setup is successful.

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4. Configuring the Action to Send Email via Outlook

Next, set up the action in Pabbly Connect by selecting Microsoft Office 365 as the action application. Choose the action event as ‘Send Mail’. Click on ‘Connect’ to link your Microsoft Office 365 account.

If prompted, grant the necessary permissions to allow Pabbly Connect to send emails on your behalf. Once connected, you will need to fill in the details for the email you want to send, including the subject and body content.

Set the subject as ‘Registration Successful’. Choose ‘Plain Text’ for the content type. Map the recipient email from the Typeform submission data.

In the body content, personalize the message by mapping the user’s name from the Typeform submission. This ensures that each email is tailored to the recipient, enhancing user experience.

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5. Testing and Finalizing the Workflow

To finalize your workflow in Pabbly Connect, click on ‘Save and Send Test Request’ after filling in the email details. You should receive a confirmation that the email has been sent successfully. Check your email inbox to verify the receipt of the email.

To ensure that your automation works seamlessly, perform another test submission in Typeform. This time, check your Outlook inbox directly to confirm that the email is sent without needing to click on ‘Save and Send Test Request’ again.

Submit a new entry in Typeform. Check your Outlook inbox for the email. Confirm that the email content matches your setup.

With this, your integration is complete, and you can now automatically send Outlook emails on Typeform submissions using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send Outlook emails on Typeform submissions using Pabbly Connect. By following the outlined steps, you can automate email notifications for new submissions effectively, improving your workflow efficiency.

Learn how to automate employee data compilation using Pabbly Connect with Google Forms and Google Drive in this detailed tutorial. 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 start automating employee data compilation, first access Pabbly Connect. This platform serves as the central hub for integrating various applications, including Google Forms and Google Drive.

Open a new tab and visit the Pabbly Connect website. If you don’t have an account, you can sign up for free. Once you log in, click on the ‘Access Now’ button to enter the dashboard. Here, you can create workflows to automate tasks across different apps.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Automate Employee Data Compilation’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• Set up the trigger by selecting Google Forms as the application.
• Choose the event as ‘New Response Received’.

With this setup, Pabbly Connect will listen for new form submissions, allowing you to automate the data handling process efficiently.

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3. Connecting Google Forms to Pabbly Connect

To link Google Forms with Pabbly Connect, you will need to use a webhook URL. After selecting the trigger event, copy the provided webhook URL.

Next, go to your Google Form, navigate to the ‘Responses’ tab, and set up a Google Sheets integration to capture responses. In your Google Sheets, go to ‘Extensions > Add-ons > Get add-ons’ and install the Pabbly Webhook add-on if you haven’t done so. Then, go back to Extensions and select Pabbly Webhook to configure your settings.

• Paste the copied webhook URL into the setup.
• Select the trigger column, typically the last data entry column.

This configuration ensures that every new response in Google Forms triggers an action in Pabbly Connect.

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4. Creating Documents in Google Docs

After setting up the Google Forms trigger, the next step is to create a document in Google Docs using the data collected. In Pabbly Connect, add an action step and select Google Docs as the application.

Choose the action event as ‘Create Document from Template’. Connect your Google Docs account and select the template document you prepared for employee details. Map the employee’s name and other relevant data from the Google Forms response to the document fields.

Map all necessary fields like name, employee ID, and department. Set the document location to the appropriate Google Drive folder.

Once everything is mapped, save the action. This will allow Pabbly Connect to generate a new document each time a form is submitted.

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5. Saving Documents in Google Drive

The final step involves saving the newly created document in Google Drive. In Pabbly Connect, add another action step and select Google Drive as the application.

Choose the action event as ‘Upload a File’. Connect your Google Drive account and provide the document ID from the previous step. Also, specify the folder where the document should be saved, using the employee’s name for easy identification.

Make the document sharable to generate a PDF link. Use this PDF link to upload the document into the designated folder.

After running this action, you will have a PDF document saved in Google Drive for each employee, automatically generated from their form submissions via Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate employee data compilation using Pabbly Connect, Google Forms, and Google Drive. By following these steps, you can streamline your HR reporting processes effectively.

Utilizing Pabbly Connect allows for seamless integration between applications, ensuring that your data management is efficient and organized.

Learn how to create Flodesk subscribers automatically with Landingi form submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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

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1. Accessing Pabbly Connect for Integration

To create a Flodesk subscriber from a Landingi form submission, start by accessing Pabbly Connect. This platform enables seamless automation between various applications.

Visit the Pabbly Connect website and sign up for a free account if you’re new. Existing users can simply log in. Once logged in, you will be greeted by the Pabbly Connect 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 in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Create Flodesk Subscriber from Landingi Form Submission’.
• Select a folder to save your workflow, such as ‘Contacts’.

After naming and selecting the folder, click on the ‘Create’ button. This will set up the workflow where you can define your trigger and action.

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3. Setting Up the Trigger in Pabbly Connect

Now, you need to set up the trigger in Pabbly Connect. Choose ‘Landingi’ as your trigger application and select the event as ‘New Lead from Landing Page’.

Upon selecting the trigger, you will receive a webhook URL. This URL is essential for connecting Landingi with Pabbly Connect. Copy this URL and proceed to your Landingi dashboard.

• Edit your form in Landingi and navigate to the ‘Settings’ section.
• Under ‘Integrations’, select ‘Webhook’ and paste the copied URL.
• Set the request method to ‘POST’ and save the settings.

Finally, publish your changes in Landingi to ensure the webhook is active. This step is crucial for receiving data in Pabbly Connect.

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4. Testing the Trigger with Form Submission

With the webhook set up, it’s time to test the trigger in Pabbly Connect. Go back to your Landingi form and submit a test entry, such as a dummy user name and email.

After submitting the form, return to Pabbly Connect. You should see the webhook response indicating that the data has been successfully received. This confirms that the trigger is working correctly.

Check the response in Pabbly Connect to ensure it includes the correct name and email. If the data appears correctly, proceed to set up the action.

This successful test ensures that your integration is functioning as intended before moving on to the next steps.

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5. Setting Up the Action to Create Flodesk Subscriber

Now that the trigger is confirmed, it’s time to set up the action in Pabbly Connect. Select ‘Flodesk’ as your action application and choose the event ‘Create or Update Subscriber’.

To connect your Flodesk account, click on ‘Connect’ and provide your account details. Once connected, you will be prompted to map the fields from your Landingi form data to Flodesk.

Map the email field from the webhook response. For the first and last names, use the text formatter to split the name. Make sure to disable opt-in confirmation emails if not needed.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. You should receive a confirmation that the subscriber has been created in Flodesk.

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Conclusion

In this tutorial, we explored how to create a Flodesk subscriber automatically upon Landingi form submission using Pabbly Connect. By following these detailed steps, you can streamline your subscriber management effectively.

Utilizing Pabbly Connect simplifies the integration process, allowing you to focus on growing your audience without manual input. This automation saves time and enhances efficiency in your marketing efforts.

Learn how to automate the addition of new leads from Instagram Lead Ads to Microsoft Excel using Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Instagram Lead Ads Integration

To add new leads from Instagram Lead Ads to Microsoft Excel, you need to access Pabbly Connect. Start by opening a new browser tab and searching for Pabbly Connect. Once on the landing page, you’ll see options for signing in or signing up for a free account.

If you are new to Pabbly, click on the ‘Sign Up Free’ button to create your account. If you already have an account, simply sign in. After logging in, you will reach the ‘All Apps’ page where you can click on ‘Access Now’ under Pabbly Connect to access the dashboard.

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Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Instagram Leads to Excel’. After naming, select the appropriate folder for your workflow and click on ‘Create’.

Your workflow will open with two windows: the trigger window and the action window. The trigger window is where you will set up the Instagram Lead Ads integration. Begin by searching for ‘Instagram Lead Ads’ in the choose app section.

• Select ‘New Lead’ from the trigger event dropdown.
• Click on ‘Connect’ and then select ‘Add New Connection’.
• Click on the ‘Connect with Instagram Lead Ads’ button to proceed.

After connecting, select your Facebook account linked to your Instagram profile. This connection is essential as it allows Pabbly Connect to access your Instagram Lead Ads data.

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Setting Up the Instagram Lead Ads Trigger

After connecting your Facebook account, you will be prompted to select the Facebook page associated with your Instagram account. Choose the correct page from the dropdown menu. Then, select the lead generation form you are using for your ads. If you want to capture leads from all forms, select the ‘All Lead Gen Forms’ option.

Once you have made your selections, click on ‘Save and Send Test Request’. At this point, Pabbly Connect will wait for a webhook response, indicating that it is ready to receive new lead data from Instagram Lead Ads.

• You can generate a test lead using Facebook’s Lead Ads Testing Tool.
• Select the appropriate page and lead form to create a test lead.

After generating a test lead, you will see the lead details appear in your Pabbly Connect workflow, confirming that the trigger setup is complete.

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Adding Leads to Microsoft Excel via Pabbly Connect

With the trigger setup complete, the next step is to add the lead details to Microsoft Excel. Scroll down to the action step in your workflow and search for ‘Microsoft Excel’. Select it, and from the action event dropdown, choose ‘Add Row to Worksheet’.

Click on ‘Connect’ and select ‘Add New Connection’ to link your Microsoft Excel account with Pabbly Connect. After logging in, accept the connection request. You will then need to select the workbook where you want to add the lead details.

Choose the workbook named ‘Instagram Leads’ from the dropdown. Select the worksheet where you want to add the data (e.g., Sheet1). Map the fields from the trigger step to the corresponding columns in Excel.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. This will add the lead details to your selected Excel sheet, confirming that the integration is working correctly through Pabbly Connect.

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Conclusion

By following these steps, you can seamlessly integrate Instagram Lead Ads with Microsoft Excel using Pabbly Connect. This automation allows you to efficiently manage your leads and enhance your data organization.

Learn how to automate the creation and sending of transfer letters using Pabbly Connect, Google Sheets, Google Docs, and Gmail. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate the sending of transfer letters, start by accessing Pabbly Connect. Go to the Pabbly Connect homepage by typing the URL in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. Upon creating your account, you will receive 100 free tasks each month to explore the platform.

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2. Creating a Workflow in Pabbly Connect

Once logged in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ option to set up a new automation. You will be prompted to name your workflow; for this example, name it ‘Create and Send Transfer Letter’.

• Choose a folder to save your workflow.
• Select Google Sheets as the trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.

After setting the trigger, you will receive a webhook URL. This URL acts as a bridge to send data from Google Sheets to Pabbly Connect. Copy this URL for the next steps.

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3. Setting Up Google Sheets with Pabbly Connect

Open your Google Sheets where you will input candidate details. Create columns for necessary data such as employee name, employee ID, and transfer status. The status column should be set to trigger the workflow when marked as ‘Send’. using Pabbly Connect

• Go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• Refresh your spreadsheet to see the new add-on.

With the add-on installed, go to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’. Here, paste the copied webhook URL and set the trigger column to the status column. Click ‘Send Test’ to verify the connection.

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4. Creating Transfer Letters in Google Docs

After establishing the connection, the next step involves creating transfer letters using Google Docs. Set up a template document in Google Docs containing placeholders for variable data such as employee name and designation.

In Pabbly Connect, add an action step by selecting Google Docs and choosing the action event ‘Create Document from Template’. You will need to connect your Google Docs account to Pabbly Connect if you haven’t done so already.

Select your transfer letter template. Map the necessary fields from the Google Sheets response to the template. Click ‘Save and Send Test Request’ to create the document.

Once the test request is successful, a new transfer letter will be generated in Google Docs, ready to be sent to the candidate.

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5. Sending the Transfer Letter via Gmail

The final step is to send the created transfer letter via Gmail. Add another action step in Pabbly Connect and select Gmail as your action application. Choose the action event ‘Send Email’.

Connect your Gmail account if you haven’t already, and fill in the recipient’s email address, subject, and content. Make sure to include the PDF link of the transfer letter in the email body so the candidate can access it easily.

Map the recipient’s email address from Google Sheets. Attach the PDF link of the transfer letter. Click ‘Save and Send Test Request’ to send the email.

Upon successful execution, the transfer letter will be sent to the candidate’s email address, completing the automation process.

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Conclusion

In this tutorial, we explored how to automate the creation and sending of transfer letters using Pabbly Connect, Google Sheets, Google Docs, and Gmail. This integration streamlines the HR process, saving time and effort while ensuring accuracy in communications.

Learn how to automate sending Facebook leads to Google Sheets for your AR educational apps business using Pabbly Connect. Step-by-step guide included. 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 automate sending Facebook leads to Google Sheets, first, access Pabbly Connect by visiting the official website. Upon arrival, you’ll see options to sign in or sign up for free. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account, which grants you 100 free tasks monthly to explore the platform.

Once logged in, navigate to the dashboard of Pabbly Connect where you can manage all your workflows. Click on the ‘Create Workflow’ button to initiate the automation setup. You will be prompted to name your workflow, such as ‘Add Facebook Leads to Google Sheets for AR Educational Apps.’ Select an appropriate folder for organization before proceeding.

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2. Setting Up the Trigger Event with Facebook Lead Ads

In this step, you will configure the trigger event using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. The trigger event you need is ‘New Lead Instant’ since the automation should activate upon receiving a new lead from Facebook.

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

After connecting, you’ll need to select your Facebook page and the lead generation form you created. This setup ensures that every new lead captured is sent to Pabbly Connect for further processing.

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3. Capturing Lead Data for Google Sheets

With your trigger set, it’s time to capture lead data. After selecting your lead form, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will prompt the system to wait for a webhook response, indicating it’s ready to receive data from Facebook.

To test this integration, use the Meta for Developers tool to submit a test lead through your form. Ensure you have deleted any previous leads to avoid submission errors. After submitting the test lead, return to Pabbly Connect to check for the captured response, confirming the connection is successful.

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4. Adding Leads to Google Sheets

The final step involves adding the captured leads to Google Sheets using Pabbly Connect. Select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as the action event. This setup will allow new lead data to be automatically inserted into your specified Google Sheets document.

• Select ‘Google Sheets’ as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect your Google account to allow Pabbly Connect to access your sheets.

Map the fields from your lead data to the corresponding columns in your Google Sheets. Ensure that each lead’s name, email, and phone number are accurately mapped to maintain organized records. Once completed, click on the ‘Save and Send Test Request’ button to finalize the process.

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5. Conclusion: Automate Your Leads with Pabbly Connect

In this tutorial, we successfully set up an automation using Pabbly Connect to send Facebook leads directly to Google Sheets for our AR educational apps business. By following the steps to configure triggers and actions, you can ensure that every new lead is captured seamlessly.

This process not only saves time but also helps you maintain accurate records without manual input. Utilizing Pabbly Connect for such integrations enhances your business automation capabilities, allowing you to focus on growth and customer engagement.

Learn how to integrate WhatsApp Cloud API with Facebook Leads using Pabbly Connect for your D2C products. Step-by-step tutorial 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

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1. Accessing Pabbly Connect to Start Integration

To send WhatsApp messages to Facebook leads using Pabbly Connect, first, you need to access the platform. Begin by searching for Pabbly Connect in your browser and landing on the official page.

Once on the page, you will see options for signing in or signing up. If you are a new user, click on the ‘Sign Up Free’ button, which allows you to create an account quickly and receive 100 free tasks every month. As an existing user, simply click on ‘Sign In’ to access your dashboard.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the icon to create a new folder and name it something relevant, like ‘Facebook Leads to WhatsApp’.

• Select the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Send WhatsApp Message to Facebook Leads for D2C Products’.
• Choose the folder you just created.

Click on ‘Create’ to proceed to the next step, where you’ll set up the trigger and action events for your workflow.

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3. Setting Up the Trigger with Facebook Leads

The trigger application in this integration will be Facebook Lead Ads, which will initiate the workflow when a new lead is generated. In Pabbly Connect, select Facebook Lead Ads as your trigger application.

Choose the trigger event called ‘New Lead Instant’ to ensure your workflow starts as soon as a new lead is submitted. After that, connect your Facebook Lead Ads account by selecting ‘Add New Connection’ and following the prompts to authenticate your account.

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4. Configuring the Action with WhatsApp Cloud API

Once the trigger is set, the next step is to configure the action application, which is WhatsApp Cloud API. Select ‘Send Template Message’ as your action event. This allows you to send a pre-defined message to the leads collected from Facebook. using Pabbly Connect

• Connect your WhatsApp Cloud API account by entering your token, phone number ID, and WhatsApp Business Account ID.
• Map the recipient’s mobile number from the previous step, ensuring to include the country code without the plus sign.
• Select the message template you created earlier for the WhatsApp message.

After filling in the necessary details, click on ‘Save and Send Test Request’ to confirm the integration is working correctly.

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5. Testing Your Integration

To ensure that your integration is successful, you need to test it. After clicking on ‘Save and Send Test Request,’ check your WhatsApp account for the message sent from Pabbly Connect. The message should reflect the details filled in from the Facebook lead.

If everything is set up correctly, you will receive a WhatsApp message confirming the lead’s details. This indicates that your workflow is functioning as intended, successfully connecting Facebook Leads with WhatsApp Cloud API through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to Facebook leads for your D2C products. By following the steps outlined, you can automate your communication with leads effectively.

Learn how to automate adding Facebook Lead Ads leads to Freshdesk CRM using Pabbly Connect in this step-by-step tutorial. 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. Setting Up Pabbly Connect for Facebook Lead Ads and Freshdesk CRM

To start integrating Facebook Lead Ads with Freshdesk CRM, we will use Pabbly Connect. First, navigate to the Pabbly Connect homepage by typing ‘pabbly.com/connect’ in your browser. If you already have an account, sign in; otherwise, click on the ‘Sign Up for Free’ button to create a new account.

Once logged in, you will be directed to the All Applications page. Click on ‘Access Now’ under Pabbly Connect to reach your dashboard. Here, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something like ‘Add Facebook Lead Ads Leads to Freshdesk CRM’ and save it in a folder named ‘Facebook Lead Ads Freshdesk Automation’.

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2. Defining Trigger and Action for the Integration

In this step, we will define the trigger and action for our workflow using Pabbly Connect. The trigger application will be Facebook Lead Ads, and the action application will be Freshdesk CRM. Select Facebook Lead Ads as the trigger application and set the trigger event to ‘New Lead Instant’. This means the automation will start whenever a new lead is generated.

• Trigger Application: Facebook Lead Ads
• Trigger Event: New Lead Instant
• Action Application: Freshdesk CRM
• Action Event: Create New Contact

After defining the trigger, move on to the action section and select Freshdesk as your action application. Choose ‘Create New Contact’ as the action event. This setup will ensure that every new lead from Facebook Lead Ads is automatically added as a contact in your Freshdesk CRM.

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3. Establishing Connections Between Applications

To automate the process, we need to establish a connection between Facebook Lead Ads and Pabbly Connect. Click on the ‘Connect’ button in the trigger window. If you have an existing connection, you can use that; otherwise, create a new one. Authorize the connection by logging into your Facebook account and allowing the necessary permissions.

Next, select the Facebook page associated with your business and the lead generation form you want to use. For example, if your page is named ‘Sparkle Evenings’, select it from the dropdown. Then, choose the corresponding lead form, such as ‘New Leads Form’, to link it with Pabbly Connect. Click on ‘Save and Send Test Request’ to proceed.

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4. Testing the Connection and Mapping Data

Now that the connection is established, we need to test it. You will see a message saying it is waiting for a webhook response. To generate a test lead, go to the Meta for Developers page and navigate to the Lead Ads Testing Tool. Select your page and form, fill in the required details, and submit the form.

Once the test lead is submitted, return to Pabbly Connect. You should see the lead details captured successfully, including the contact number, email, first name, and last name. This confirms that the trigger has been set up correctly and will capture new leads in real-time.

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5. Creating a Contact in Freshdesk CRM

With the lead details captured, we can now create a contact in Freshdesk CRM. Click on the ‘Connect’ button in the action window to link Freshdesk with Pabbly Connect. Enter your Freshdesk subdomain, API key, and account password to authorize the connection. Follow the instructions provided to retrieve your API key from the profile settings in Freshdesk.

After successfully connecting, use the mapping feature to insert the lead data into the Freshdesk fields. Map the first name, last name, email, and phone number from the lead details captured earlier. Click on ‘Save and Send Test Request’ to create the contact. You should receive a positive response indicating that the contact has been successfully created in Freshdesk CRM.

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Conclusion

This tutorial demonstrated how to integrate Facebook Lead Ads with Freshdesk CRM using Pabbly Connect. By following these steps, you can automate the process of adding new leads as contacts in your Freshdesk CRM, improving your lead management efficiency.