Author: Rajpal Tomar

Learn how to integrate Facebook Leads with Google Sheets for FMCG products using Pabbly Connect. Step-by-step guide to automate lead management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start integrating Facebook Leads with Google Sheets for FMCG products, you need to access Pabbly Connect. Open a new tab and search for Pabbly.com/connect. If you are a new user, click on ‘Sign up for free’ to get started with 100 free tasks monthly.

As an existing user, click on ‘Sign In’. Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to open your dashboard and begin creating your workflow.

---

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the button labeled ‘Create Workflow’. You will be prompted to select a folder for your workflow and name it. Choose a folder that signifies your purpose, like ‘Facebook Leads to Google Sheets Automations’ and name your workflow ‘Add Facebook Leads to Google Sheets for FMCG Sector’.

• Select the folder for your workflow.
• Name your workflow appropriately.

After naming your workflow, click on ‘Create’. This opens the workflow window where you can set up your trigger and action. Remember, the trigger is the event that starts the workflow, while the action is what happens as a result.

---

3. Setting Up the Trigger for Facebook Leads

In your workflow, select Facebook Lead Ads as your trigger application. For the trigger event, choose ‘New Lead Instant’. This ensures that every time a new lead is generated, Pabbly Connect captures the response instantly.

Next, click on ‘Connect’. You can either select an existing connection or add a new one. If you’re adding a new connection, log in to your Facebook account and grant the necessary permissions. After connecting, select the Facebook page and lead form you wish to use, then click on ‘Save and Send Test Request’.

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

Pabbly Connect will now wait for a webhook response, indicating it is ready to capture lead data.

---

4. Testing the Trigger and Adding Action in Google Sheets

To test the trigger, generate a dummy lead using the Meta for Developers tool. Select your page and lead form, fill in dummy details, and submit the form. Once submitted, return to your Pabbly Connect workflow, where you should see the captured lead details.

Now, it’s time to set up the action. Select Google Sheets as your action application. Choose ‘Add a New Row’ as the action event and click ‘Connect’. Similar to the previous step, either select an existing connection or add a new one by signing in with your Google account.

Generate a dummy lead for testing. Select Google Sheets for the action application. Choose ‘Add a New Row’ for the action event.

After connecting your Google Sheets account, specify the spreadsheet and sheet names where the leads will be recorded. Map the fields from the Facebook lead (name, email, phone) to the respective columns in Google Sheets.

---

5. Finalizing the Integration with Pabbly Connect

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the data is sent to Google Sheets correctly. Check your Google Sheets to confirm that the lead information has been added successfully.

To finalize, you can repeat the lead generation process to test the automation again. Ensure that the details are correctly populated in Google Sheets every time a new lead is submitted through Facebook Lead Ads.

Confirm that data is correctly added to Google Sheets. Test the workflow multiple times for reliability.

This integration shows how Pabbly Connect effectively automates the process of adding Facebook leads to Google Sheets for FMCG products, enhancing efficiency in lead management.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Facebook Leads with Google Sheets for FMCG products. This automation streamlines lead management, ensuring that new leads are captured and organized efficiently.

Learn how to automate adding Facebook leads to Google Sheets using Pabbly Connect with this detailed step-by-step 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

---

1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Google Sheets, access Pabbly Connect by visiting its homepage. If you are a new user, click on ‘Sign Up Free’ to create an account and get 300 tasks every month. Existing users should simply click on ‘Sign In’ to access their dashboard.

After logging in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This is where you will set up the automation process for your Facebook leads.

---

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, provide a name for your workflow, such as ‘Crypt Matrix Facebook Lead Ads to Google Sheets’. Select a folder for organization, like ‘Facebook Leads to Google Sheets’. Click ‘Create’ to proceed with the workflow setup.

In this section, you will define the trigger and action. The trigger application will be Facebook Lead Ads, and the action application will be Google Sheets. This setup ensures that whenever a new lead is generated, the details are automatically added to your Google Sheets.

• Provide a name for your workflow.
• Select your folder for organization.
• Click ‘Create’ to initiate the workflow.

Now that you have set up your workflow, you can proceed to configure the trigger application within Pabbly Connect.

---

3. Configuring the Trigger Application

In this step, select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead Instant’. This event captures new leads as soon as they are generated. Click ‘Connect’ to establish a connection with your Facebook account.

Once connected, choose the Facebook page associated with your Academy, such as ‘Crypt Matrix’. You will also need to select the lead generation form you created, like the ‘Admission Form’. After configuring these settings, click ‘Save and Send Test Request’ to ensure the connection is working properly.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account and select your page.

After testing the trigger, you will see if Pabbly Connect has successfully captured the lead details, allowing you to proceed to the next step of adding the action.

---

4. Setting Up the Action Application

For the action application, select Google Sheets and the action event as ‘Add New Row’. This means that every time a new lead is captured, their details will be added as a new row in your specified Google Sheet. Click ‘Connect’ to establish a connection with your Google Sheets account.

Once connected, select the Google Sheet you want to use, such as ‘Admission Form’, and choose the specific sheet, typically ‘Sheet1’. Map the fields from the Facebook lead data to your Google Sheet columns, including name, email, and phone number. After mapping, click ‘Save and Send Test Request’ to complete the setup.

Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Map the lead details to the Google Sheets columns.

With this configuration, Pabbly Connect will automatically add new leads to your Google Sheets, streamlining your data management process.

---

5. Testing the Automation Setup

To ensure everything is working correctly, you need to test your automation. Start by submitting a new test lead through the Facebook Lead Ads Testing Tool. Make sure to delete any previous test leads to avoid conflicts.

Once you’ve submitted a new lead, check your Google Sheets to confirm that the lead details have been added successfully. This test verifies that Pabbly Connect is functioning as expected and that the integration between Facebook and Google Sheets is seamless.

Submit a new test lead using the Facebook Lead Ads Testing Tool. Check Google Sheets for the new lead entry. Verify that the integration is working smoothly.

With successful testing, your automation setup is complete, and you can now efficiently manage leads from Facebook directly in Google Sheets using Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to automate the process of adding Facebook leads to Google Sheets using Pabbly Connect. This integration simplifies lead management for your Academy, ensuring that every new lead is captured efficiently and effectively.

Learn how to automate the integration of Facebook leads into Salesforce and send Slack notifications using Pabbly Connect in this detailed 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

---

1. Accessing Pabbly Connect for Integrations

To start using Pabbly Connect, visit the official website and sign in or sign up for a free account. This platform is essential for automating workflows between applications like Facebook, Salesforce, and Slack.

Once logged in, navigate to the dashboard of Pabbly Connect. You can create a new folder for your automation tasks, which helps in organizing your workflows. Click on the create folder icon and name it, for example, ‘Facebook Leads’.

---

2. Creating a Workflow to Capture Facebook Leads

In Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, such as ‘Add Facebook Leads to Salesforce and Send Slack Notification’. This helps in identifying the automation process later.

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

After setting the trigger, select your Facebook page, which in this case is ‘Regal Radiance’, and choose the lead generation form. Ensure the form is live to receive leads correctly.

---

3. Testing the Facebook Lead Integration

Once your trigger is set up in Pabbly Connect, save and test the request. This will prompt you to generate a sample lead submission through the Facebook lead ads form.

To do this, use the Meta for Developers page to access the lead ads testing tool. Create a test lead to confirm that your integration works correctly. After submitting the test lead, return to Pabbly Connect to check if the response has been received.

• Check if the sample lead data is displayed correctly in Pabbly Connect.
• Verify that the first name, last name, email, and phone number are accurate.

This step ensures that your Facebook leads are being captured accurately and are ready for the next action in your workflow.

---

4. Adding Salesforce as an Action Application

Next, in Pabbly Connect, add Salesforce as an action application. Select ‘Create Lead’ as the action event. This step is crucial as it allows you to automatically add the captured leads to your Salesforce account.

Connect your Salesforce account to Pabbly Connect by selecting ‘Add New Connection’ and allowing all necessary authentications. Once connected, you will need to map the lead details such as first name, last name, and email from the previous step into the Salesforce fields.

Map the fields accurately to ensure data integrity. Click ‘Save and Send Test Request’ to finalize the action.

After saving, check your Salesforce account to confirm that the new lead has been added successfully.

---

5. Sending Notifications to Slack

Finally, to complete your workflow in Pabbly Connect, add Slack as another action application. Choose the action event ‘Send Channel Message’ to notify your team about the new lead.

Connect your Slack account by selecting ‘Add New Connection’ and entering the required token. After connecting, select the channel you created for Facebook leads and compose your notification message, including the lead details.

Ensure the message is clear and informative. Click ‘Save and Send Test Request’ to send the notification.

Check your Slack channel to confirm that the notification was sent successfully, completing the integration workflow.

---

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the integration of Facebook leads into Salesforce and send notifications to Slack. By following these steps, you can streamline your lead management process effectively.

Learn how to seamlessly integrate Facebook Leads into Salesforce and send Slack notifications using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start the process of integrating Facebook leads into Salesforce and sending Slack notifications, access Pabbly Connect. First, go to the Pabbly Connect website and sign in if you are an existing user. If you are new, click on ‘Sign Up Free’ to create an account and get 100 free tasks every month.

Once logged in, navigate to the dashboard. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Facebook Leads’. After that, click on ‘Create Workflow’ and name your workflow as ‘Add Facebook Leads to Salesforce and Send Slack Notification’.

---

2. Setting Up the Trigger with Facebook Lead Ads

The next step involves setting up the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application. Then, choose the trigger event as ‘New Lead Instant’ which activates when a new lead is submitted through your specified lead generation form.

• Click on ‘Connect’ to set up the connection.
• If you don’t have an existing connection, select ‘Add New Connection’.
• Authenticate your Facebook account.

After connecting, select your Facebook page named ‘Regal Radiance’ and ensure that the lead ads form is live. Click on ‘Save and Send Test Request’ to generate a sample submission to verify the connection. Ensure to fill out the lead form to confirm the data is received correctly.

---

3. Setting Up Action to Create Lead in Salesforce

Now, let’s set the action to create a lead in Salesforce using Pabbly Connect. Select Salesforce as your action application and choose the action event ‘Create Lead’. This event will create a new lead in your Salesforce account based on the data received from Facebook.

Click on ‘Connect’ and authenticate your Salesforce account by selecting ‘Add New Connection’. Allow the necessary permissions for Pabbly Connect to access your Salesforce account. Map the fields from the Facebook lead to Salesforce, including first name, last name, email, and phone number.

• Map the first name and last name from the Facebook lead data.
• Enter your company name and any other required fields.
• Click ‘Save and Send Test Request’ to create the lead.

After sending the test request, check your Salesforce account to confirm that the new lead has been successfully added.

---

4. Sending Slack Notification for New Leads

To notify your team about the new lead, the next action involves setting up Slack notifications through Pabbly Connect. Click on the plus icon to add another action step and select Slack as your application. Choose the action event ‘Send Channel Message’ to inform your team in the designated channel.

Again, click on ‘Connect’ and set up a new connection for Slack. You will need to enter the bot token for authentication. Once connected, select the channel you want to notify, such as ‘Facebook Leads’.

Enter the message text that you want to send to the Slack channel. Map the details from the Facebook lead like first name, last name, and email into the message.

Click on ‘Save and Send Test Request’ to send the message. Check your Slack channel to ensure that the notification has been successfully delivered.

---

5. Summary of the Workflow Integration

In summary, we have successfully integrated Facebook leads into Salesforce and sent notifications through Slack using Pabbly Connect. The trigger application was Facebook Lead Ads, which activated when a new lead was generated. The action applications were Salesforce for creating leads and Slack for sending notifications.

This workflow automates the process, ensuring that every new lead is captured in Salesforce while keeping your team informed via Slack. Using Pabbly Connect simplifies the integration process, allowing for efficient lead management.

Conclusion

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

---

In conclusion, this tutorial illustrates how to effectively use Pabbly Connect to automate the addition of Facebook leads into Salesforce and send timely Slack notifications. By following these steps, you can enhance your lead management process and improve team communication.

Learn how to automate the process of adding ConvertKit subscribers for TidyCal bookings using Pabbly Connect. Step-by-step tutorial included. 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

---

1. Accessing Pabbly Connect for Integration

To create a ConvertKit subscriber in sequence for TidyCal booking, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage, which can be done by entering the URL in your browser.

Once on the homepage, you will see the options to sign in or sign up. If you’re a new user, click on ‘Sign Up Free’ to get started with 300 free tasks each month. Existing users should simply click on ‘Sign In’ to access their accounts.

---

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, locate the ‘Create Workflow’ button at the top right corner of your screen. Click on it to initiate a new workflow.

• Enter a name for your workflow, such as ‘Create ConvertKit Subscriber in Sequence for TidyCal Booking’.
• Choose a folder to save your workflow, for example, ‘Contacts’.
• Click on ‘Create’ to finalize the setup of your new workflow.

Now, you will see the two main components of the automation process: trigger and action. The trigger will be TidyCal, and the action will be ConvertKit.

---

3. Setting Up the Trigger with TidyCal

In this section, you will configure the trigger using Pabbly Connect. Select TidyCal as your trigger application and set the trigger event as ‘New Booking’. This means that every time a new booking is made, the automation will be triggered.

To connect your TidyCal account, click on ‘Connect’ and then choose ‘Add New Connection’. If your TidyCal account is already connected, you can select the existing connection. After successful authorization, you will be ready to proceed.

---

4. Testing the Trigger and Receiving Data

Before proceeding with the action setup, it’s essential to test the trigger. Create a test booking in TidyCal by selecting a random date and time, along with a dummy name and email address. Once booked, return to Pabbly Connect and click on ‘Save and Send Test Request’.

You will receive a response containing various details, including the contact email and name. This confirms that the trigger is working correctly and is ready for the next step.

---

5. Setting Up the Action with ConvertKit

Now, it’s time to configure the action in Pabbly Connect. Select ConvertKit as your action application and choose the action event as ‘Add Subscriber to a Sequence’. Again, click on ‘Connect’ to establish a new connection.

• Enter your API Key and API Secret, which can be found in your ConvertKit account settings under ‘Advanced’.
• Map the email and first name fields from the TidyCal data received in the previous step.
• Click ‘Save and Send Test Request’ to confirm the integration works.

After completing these steps, check your ConvertKit dashboard to see the new subscriber added successfully. This confirms that the integration between TidyCal and ConvertKit via Pabbly Connect is fully operational.

---

Conclusion

In this tutorial, we explored how to automate the creation of ConvertKit subscribers for TidyCal bookings using Pabbly Connect. By following these detailed steps, you can streamline your email marketing efforts effectively and efficiently.

Learn how to automate WhatsApp reminders for booked Calendly appointments using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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

---

1. Accessing Pabbly Connect for Integrating Calendly and WhatsApp

To send WhatsApp reminders for booked Calendly appointments, first, access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage and signing in or signing up for a free account. This platform allows you to create automated workflows without any coding skills.

After signing in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Make sure to name your workflow appropriately, such as ‘Send WhatsApp Reminder for Calendly Appointment’. This will help you identify it easily later on.

---

2. Setting Up Trigger Event in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. The trigger will be based on new appointments booked in Calendly. Select Calendly as your trigger application and choose the ‘Invite Created’ event. This event will trigger the workflow whenever a new appointment is scheduled.

• Select Calendly as the trigger application.
• Choose ‘Invite Created’ as the trigger event.
• Click on ‘Connect’ to link your Calendly account.

Once connected, you will need to save and send a test request to ensure that the connection is successful. This step is crucial as it allows Pabbly Connect to capture the necessary data from Calendly for the upcoming actions.

---

3. Delaying the Reminder Message

After setting up the trigger, the next step involves delaying the reminder message to ensure it is sent 30 minutes before the scheduled appointment. In Pabbly Connect, you will add a delay action. This is done by selecting the ‘Add Delay’ option after formatting the datetime.

• Select ‘DateTime Formatter’ to format the date.
• Choose ‘Add or Subtract Time’ and enter ‘-30 minutes’.
• Then select ‘Delay Until’ and map the formatted date.

This delay will ensure that the reminder message is sent right before the appointment time, providing both the host and client ample notice. Utilizing Pabbly Connect for this step is essential for automating the timing of the reminder.

---

4. Sending WhatsApp Reminders to Host and Client

Once the delay is set, the next step is to send WhatsApp reminders to both the host and client. In Pabbly Connect, select WhatsApp Cloud API as your action application. Choose the ‘Send Text Message’ option to configure the message details.

For the client, you will map the client’s phone number and create a personalized message. The message should include the name of the client and details about the appointment. After setting this up, repeat the process for the host’s message, ensuring to customize it appropriately.

Map the client’s phone number for the WhatsApp message. Create a reminder message including appointment details. Repeat for the host’s message with relevant details.

By using Pabbly Connect, both messages will be sent automatically at the designated time, ensuring that both parties are reminded of the upcoming event.

---

5. Finalizing the Workflow in Pabbly Connect

After setting up the messages, you will finalize the workflow in Pabbly Connect. Ensure all steps are correctly configured and test the workflow to verify that reminders are sent as expected. You can do this by scheduling a test appointment in Calendly and checking if both the host and client receive their WhatsApp messages.

Once confirmed, you can save the workflow and it will be ready for live use. This automation will save time and ensure that no appointments are forgotten, enhancing communication between clients and hosts.

With Pabbly Connect, you can easily manage this process and even expand it to include more applications in the future, making your workflow even more efficient.

---

Conclusion

Using Pabbly Connect to send WhatsApp reminders for booked Calendly appointments streamlines communication. This automation ensures timely reminders to both host and client, enhancing overall efficiency.

Learn how to use Pabbly Connect to automate the process of adding new leads from Instagram Lead Ads to Google Sheets seamlessly. 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

---

1. Accessing Pabbly Connect for Automation

To automate adding new leads from Instagram Lead Ads to Google Sheets, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website to start the process.

Once on the landing page, you will see options to sign in or sign up. Choose to sign up if you are a new user or sign in if you already have an account. After logging in, you will be directed to the dashboard where you can create your automation workflow.

---

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow that connects Instagram Lead Ads with Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button and name it, for example, ‘Instagram Lead Ads to Google Sheets’.

• Click on the ‘Create’ button to proceed.
• You will see two windows: the trigger and the action window.
• In the trigger window, select ‘Instagram Lead Ads’ as the app.

This setup allows Pabbly Connect to listen for new leads generated from your Instagram ads and prepare to send the data to Google Sheets.

---

3. Setting Up the Trigger for Instagram Lead Ads

To set up the trigger in Pabbly Connect, choose ‘New Lead’ as the trigger event for Instagram Lead Ads. Click on ‘Connect’ and then select ‘Add New Connection’.

Authorize the connection by logging into your Facebook account, ensuring that your Instagram account is linked. After successful connection, select the Facebook page associated with your Instagram account and the lead generation form you want to use.

• Choose the specific lead gen form or select ‘All Lead Gen Forms’ if applicable.
• Click on ‘Save and Send Test Request’ to check if the connection works.

This step ensures that Pabbly Connect captures any new leads generated through your Instagram ads effectively.

---

4. Adding New Leads to Google Sheets

After setting up the trigger, the next step is to add the new lead details to Google Sheets using Pabbly Connect. In the action step, search for ‘Google Sheets’ and select it as the app.

Choose ‘Add New Row’ as the action event. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Google Sheets account with Pabbly Connect. Authorize the connection by selecting your Google account and allowing access.

Select the spreadsheet where you want to add the lead details. Choose the specific sheet within the spreadsheet. Map the fields from the lead data to the respective columns in Google Sheets.

Once the mapping is complete, click on ‘Save and Send Test Request’ to verify that the data is being sent correctly. This will add the lead information to your Google Sheets automatically, showcasing the power of Pabbly Connect in streamlining your lead management process.

---

5. Testing Your Automation Workflow

To ensure your automation is functioning correctly, you can test the workflow created in Pabbly Connect. You can either make your Instagram ad campaign live or use the Facebook Lead Ads Testing Tool to generate a test lead.

If using the testing tool, ensure to delete any previous test leads before generating a new one. After generating a test lead, check your Google Sheets to confirm that the lead details appear correctly.

Refresh the Google Sheets page to see updated information. Verify that all lead details are accurately recorded.

This final step validates that your automation setup with Pabbly Connect is working seamlessly, allowing you to manage leads efficiently.

---

Conclusion

Using Pabbly Connect, you can easily automate the process of adding new leads from Instagram Lead Ads to Google Sheets. This integration streamlines your workflow and enhances lead management efficiency. Start automating today for better business outcomes!

Learn how to set up a webhook inside FunnelKit using Pabbly Connect to automate user data integration with Google Sheets and more. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Webhook with Pabbly Connect

To set up a webhook inside FunnelKit, you will first need to access Pabbly Connect. This integration platform allows you to connect your applications seamlessly. Start by logging into your Pabbly Connect account and navigating to the trigger section.

In the trigger window, search for the FunnelKit application. Select it, and choose the trigger event as ‘New User’. This event will activate whenever a new user is created in FunnelKit, allowing data to flow to the connected applications via Pabbly Connect.

---

2. Creating Automation in FunnelKit

After setting up your trigger in Pabbly Connect, go to your WordPress dashboard where FunnelKit is installed. Navigate to the FunnelKit automations section and click on ‘Add New Automation’. Give your automation a name, such as ‘Pabbly Connect Automation’, and click ‘Create’.

• Select the trigger application as WordPress.
• Choose the trigger event as ‘User Created’.
• Click ‘Done’ to finalize your trigger selection.

Now, add an action step by clicking on the plus sign. Choose to send data to Pabbly Connect and click ‘Done’. You will need to paste the webhook URL from Pabbly Connect into the designated field.

---

3. Mapping Data to Send to Pabbly Connect

Next, you’ll need to specify the data you want to send to Pabbly Connect. In the data fields, you can include crucial user information such as email, first name, last name, and username. Use the merge tags feature to insert the corresponding values from the user data.

• Add the user’s email by selecting it from the merge tags.
• Repeat this for first name, last name, and username.
• Click ‘Save’ once all fields are populated.

After saving, your automation in FunnelKit will now be connected to Pabbly Connect, ready to capture any new user data sent through the webhook.

---

4. Testing the Webhook Automation

To ensure that your webhook setup is functioning correctly, perform a test submission. Fill out the form with new user details, such as username, email, first name, and last name, then click ‘Submit’. This action will trigger the webhook in Pabbly Connect.

Once the user is successfully registered, return to Pabbly Connect to check if the details have been captured. You should see the new user information reflected in the webhook response section, confirming that the integration is working as intended.

---

5. Adding User Data to Google Sheets

After confirming that the webhook is functioning, you can extend the automation to include Google Sheets. In Pabbly Connect, search for Google Sheets as your action application. Choose the action event as ‘Add New Row’ to store the new user details.

Connect your Google account to Pabbly Connect by allowing access. Select the spreadsheet you created for FunnelKit new users and ensure that the correct sheet is detected. Use the mapping feature again to link the fields from the webhook response to the appropriate columns in your Google Sheet.

---

Conclusion

In conclusion, using Pabbly Connect to set up a webhook inside FunnelKit allows for seamless integration of user data into Google Sheets and other applications. This automation not only saves time but also ensures that user data is captured accurately and efficiently.

Learn how to automate Salesforce lead creation from Gravity Forms responses using Pabbly Connect. Follow this step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To create Salesforce leads from new Gravity Forms responses, start by accessing Pabbly Connect. Open a new tab in your browser and search for ‘Pabbly Connect’.

Once you reach the Pabbly Connect landing page, you will see options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to create an account. If you already have an account, click on ‘Sign In’ to log in.

---

2. Creating a Workflow in Pabbly Connect

After signing in, you will arrive at the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow something like ‘Gravity Forms to Salesforce’.

• Click on ‘Create’ to initiate the workflow.
• You will see two windows: Trigger and Action.

In the Trigger window, you will connect Gravity Forms with Pabbly Connect, which will allow it to capture new form submissions automatically.

---

3. Setting Up the Gravity Forms Trigger

In the Trigger window, search for ‘Gravity Forms’ and select it. Choose the Trigger Event as ‘New Response’. Upon selection, Pabbly Connect will generate a webhook URL.

Copy this webhook URL and go to your Gravity Forms settings in WordPress. Ensure you have the Gravity Forms Webhook add-on installed. Under the form settings, navigate to ‘Webhooks’ and click ‘Add New’.

• Name the webhook (e.g., ‘Pabbly Connect’).
• Paste the copied webhook URL as the Request URL.
• Set the Request Method to POST and the Request Format to JSON.

After saving the settings, your Gravity Forms is now connected with Pabbly Connect, allowing it to receive new responses.

---

4. Sending Data to Salesforce

Next, move to the Action window in your Pabbly Connect workflow. Search for ‘Salesforce’ and select it. For the Action Event, choose ‘Create Lead’. Click on ‘Connect’ and then ‘Add New Connection’. using Pabbly Connect

To connect your Salesforce account, click on the ‘Connect with Salesforce’ button. If you are logged into Salesforce, Pabbly Connect will detect your account. Click ‘Allow’ to grant access.

Map the last name, first name, email, and company fields from the Gravity Forms response to Salesforce. Select ‘Web’ as the lead source and set the status to ‘Open – Not Contacted’.

Once all required details are mapped, click ‘Save and Send Test Request’ to check if the lead is created in Salesforce successfully.

---

5. Testing the Integration

To test the integration, go back to your Gravity Forms and submit a new form entry. Fill in the required details and click ‘Submit’. This action should trigger the webhook and send the data to Pabbly Connect.

Once the form is submitted, check your Pabbly Connect workflow. You should see the new response captured. Next, go to Salesforce and check the Leads section to confirm that the new lead has been created with the details you submitted.

Verify that all details match the information submitted in Gravity Forms. Repeat the process to ensure reliability.

This confirms that your automation using Pabbly Connect is working perfectly, allowing seamless lead creation in Salesforce from Gravity Forms responses.

---

Conclusion

In this tutorial, we explored how to automate the creation of Salesforce leads from new Gravity Forms responses using Pabbly Connect. This integration streamlines your workflow, ensuring leads are captured efficiently and effectively.

Learn how to automatically generate and send increment letters using Google Sheets, Google Docs, and Gmail through Pabbly Connect. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Automation

To start automating the process of generating and sending increment letters, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing up for a free account if you don’t have one.

After logging in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to start setting up your integration.

---

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow that integrates Google Sheets, Google Docs, and Gmail through Pabbly Connect. Name your workflow something descriptive, like ‘Generate and Send Increment Letters’. Select a folder to save this workflow.

• Click on ‘Create’ to finalize the workflow setup.
• You’ll see two main boxes for Trigger and Action.
• Select Google Sheets as your Trigger application.

Now, choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added or updated in your Google Sheet.

---

3. Connecting Google Sheets to Pabbly Connect

To link Google Sheets with Pabbly Connect, you will need to set up a webhook. Copy the provided webhook URL from Pabbly Connect. Then, open your Google Sheet where you have the employee data.

Go to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and open the ‘Initial Setup’ option. Paste the webhook URL into the designated field and set the Trigger Column to the last data entry column in your sheet.

• Select the column that will trigger the webhook when updated.
• After configuration, click on ‘Send Test’ to verify the connection.

Once the test is successful, submit the setup. This ensures that any new employee data added to the Google Sheet will trigger the workflow in Pabbly Connect.

---

4. Generating Increment Letters with Google Docs

Now that Google Sheets is connected, the next step is to generate the increment letters using Google Docs through Pabbly Connect. In the Action step, select Google Docs as the application and choose the action event ‘Create Document from Template’.

Next, connect your Google Docs account to Pabbly Connect. Select the template document you created for the increment letters. This document should have placeholders for employee details such as name, designation, and salary.

Map the employee details from Google Sheets to the respective placeholders in the Google Docs template. Ensure to provide a unique name for each newly created document.

This process will create a personalized increment letter for each employee based on the data in your Google Sheet, facilitated by Pabbly Connect.

---

5. Sending Increment Letters via Gmail

The final step is to send the generated increment letter to employees using Gmail through Pabbly Connect. Add another Action step and select Gmail as the application. Choose the action event ‘Send Email’.

Connect your Gmail account to Pabbly Connect and fill in the required fields, including the recipient’s email address, subject, and body of the email. Map the details from Google Sheets for personalization.

Attach the generated increment letter using the PDF link from Google Drive. Review all mapped fields to ensure accuracy.

Once everything is set, click on ‘Save and Send Test Request’. After receiving a positive response, your setup is complete. Now, every time you add a new employee’s data in Google Sheets, the increment letter will be generated and emailed automatically using Pabbly Connect.

---

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate the generation and sending of increment letters using Google Sheets, Google Docs, and Gmail. By following these steps, you can streamline your HR processes and save valuable time.