Author: Rajpal Tomar

Learn how to seamlessly convert Google Forms into PDFs and send emails using Pabbly Connect with this step-by-step tutorial. Perfect for event organizers! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Forms Integration

To turn Google Forms into PDFs and send emails, Pabbly Connect serves as the central platform. Start by signing into your Pabbly Connect account. If you’re a new user, you can sign up for free and receive 100 free tasks monthly.

Once logged in, select Pabbly Connect and click on the ‘Access Now’ button. Next, create a workflow by clicking on the top right corner button labeled ‘Create Workflow’. You will be prompted to name your workflow, for example, ‘Google Forms into PDFs and Send Emails’.

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2. Setting Up Google Forms as Trigger Application

In this step, we will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms and choose the trigger event as ‘New Response Received’. This ensures that every time a new response is submitted, Pabbly Connect will capture it.

• Select Google Forms as Trigger Application
• Choose ‘New Response Received’ as Trigger Event
• Click on Connect to generate a webhook URL

After generating the webhook URL, go back to your Google Forms. Click on the ‘Responses’ tab and select ‘Link to Sheets’. Create a new spreadsheet to collect all the responses. This integration allows Pabbly Connect to capture responses automatically.

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3. Connecting Google Sheets with Pabbly Connect

Next, we will connect the Google Sheets where responses are collected with Pabbly Connect. Open the created spreadsheet, click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for Pabbly Connect Webhooks and install it if you haven’t already.

• Open Google Sheets and click on Extensions
• Select Pabbly Connect Webhooks, then Initial Setup
• Paste the webhook URL and set the trigger column

Set the trigger column as the final column where the data will be added. This setup allows Pabbly Connect to monitor the sheet for any new responses and act accordingly.

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4. Creating PDFs Using Google Docs

Now, we will set Google Docs as the action application in Pabbly Connect. Choose the action event as ‘Create Document from Template’. This allows us to convert the submitted Google Form responses into a PDF file using a pre-defined template.

After selecting Google Docs, click on Connect and sign into your Google account where the template is saved. Choose your template, and map the data from the Google Form responses for the document name and other fields.

Map the contestant’s name to the document name Set the document location in Google Drive Fill in other required fields like email and registration date

Click on ‘Save and Send Test Request’ to create the document. Check Google Drive to confirm that the document has been generated successfully.

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5. Sending Emails Using Gmail

The final step involves sending the generated PDF via email using Gmail, facilitated by Pabbly Connect. Select Gmail as the action application and choose ‘Send Email’ as the action event. Connect your Gmail account to allow Pabbly Connect to send emails.

Map the recipient’s email address from the Google Forms response, fill in the sender’s name, email subject, and email body. Attach the generated PDF file to the email to ensure that the recipient receives their confirmation letter.

Map the recipient’s email address Fill in the subject and body of the email Attach the PDF file generated in the previous step

Click on ‘Save and Send Test Request’ to send the email. Check your inbox to confirm that the email with the attached PDF has been received successfully.

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Conclusion

This tutorial outlined how to use Pabbly Connect to turn Google Forms into PDFs and send emails automatically. By following these steps, event organizers can streamline their processes efficiently.

Learn how to automate sending WhatsApp messages to Facebook leads for your Music Academy with Pabbly Connect. Step-by-step guide included. 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

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1. Accessing Pabbly Connect for Your Music Academy

To send WhatsApp messages to Facebook leads for your Music Academy, first, access Pabbly Connect. Open your browser and type in the URL: Pabbly.com/connect. 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. This allows you to explore Pabbly Connect and utilize 100 free tasks every month to automate your processes.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ option located at the top right corner. A dialog box will appear, prompting you to name your workflow, for example, ‘Send Automated WhatsApp Messages to Facebook Leads for Music Academy’.

• Click on ‘Create’ after naming your workflow.
• You will see two windows open for Trigger and Action.
• Select Facebook Lead Ads as the Trigger application.

After setting this up, you can proceed to define the trigger event, which will be ‘New Lead Instant’. This event ensures that whenever a new lead is generated, the workflow will automatically respond.

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3. Connecting Facebook Lead Ads to Pabbly Connect

In this step, you will connect your Facebook Lead Ads to Pabbly Connect. Click on ‘Connect Now’ to establish a new connection with your Facebook account. After successful authorization, select the Facebook page and lead generation form you created for your Music Academy.

Once your page is selected, click on ‘Save and Send Test Request’. This action will prompt you to perform a test submission to capture the lead’s response. Use the Meta for Developers tool to test your integration.

• Select your page and form from the dropdown menu.
• Submit the form to capture the response in Pabbly Connect.

After the test submission, you will see the lead’s details captured in Pabbly Connect, confirming that the connection is successful.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that your Facebook Lead Ads are connected, it’s time to send WhatsApp messages. Select WhatsApp Cloud API as the Action application in Pabbly Connect. Choose the action event ‘Send Template Message’ to proceed.

For this step, you will need to connect to your WhatsApp Cloud API account by entering the necessary details such as the token, phone number ID, and WhatsApp business account ID. These can be found in your Meta for Developers account.

Copy the temporary access token and paste it into the required field. Map the phone number from the previous response to ensure dynamic messaging.

After mapping the necessary fields, click on ‘Save and Send Test Request’. You should receive a confirmation that the WhatsApp message was successfully sent to the lead.

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5. Summary of the Integration Process

In this tutorial, we have successfully integrated Facebook Lead Ads with WhatsApp using Pabbly Connect. Whenever a new lead is generated through your Facebook ads, an automated WhatsApp message will be sent.

This integration eliminates manual efforts and ensures timely communication with leads. You can also customize your WhatsApp messages using templates, making your outreach more effective.

By following these steps, you can easily set up similar automations using Pabbly Connect for various applications, enhancing your Music Academy’s marketing strategy.

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Conclusion

Using Pabbly Connect, you can automate sending WhatsApp messages to Facebook leads for your Music Academy. This integration streamlines communication and enhances engagement with potential students.

Learn how to send Heyflow form responses using API by Pabbly Connect with this step-by-step tutorial. Integrate seamlessly with your applications. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Heyflow form responses using API by Pabbly, first access Pabbly Connect. As an existing user, sign in to your account. If you are new, click on the ‘Sign Up for Free’ button to create an account. You will receive 100 free tasks every month, which is beneficial for your integrations.

Once signed in, navigate to the applications page and select Pabbly Connect. Click on ‘Access Now’ to reach your dashboard. From here, you will be able to create a new workflow for integrating Heyflow form responses.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. Name it ‘Send Heyflow Form Responses using API by Pabbly’ and select the appropriate folder for organization.

• Click on the ‘Create’ button to finalize the workflow setup.
• You will now see the trigger and action setup window.

Triggers in Pabbly Connect define when the workflow should start, while actions define what happens next. In this case, the trigger will be from Heyflow when a new response is submitted.

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3. Setting Up Heyflow as the Trigger Application

The next step is to set Heyflow as the trigger application in Pabbly Connect. Choose Heyflow and select the trigger event ‘New Response.’ This event will activate whenever a new response is received from the Heyflow form.

Once you select the trigger, a webhook URL will be generated. Copy this URL, as it will allow you to connect your Heyflow account to Pabbly Connect. Go to your Heyflow account, navigate to the integration settings, and paste this webhook URL in the hooks section.

• Click on ‘Add Webhook’ and activate it.
• Save the changes to finalize the connection.

After activation, return to Pabbly Connect to test the webhook by submitting a response through the Heyflow form. This will allow Pabbly Connect to capture the data and confirm the trigger setup.

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4. Connecting to API by Pabbly

Now that the Heyflow trigger is set up in Pabbly Connect, the next step is to connect to API by Pabbly for the action. Select API by Pabbly as your action application and choose the action event ‘Execute API Request.’ This action will facilitate sending the captured Heyflow data to another application.

Click on ‘Connect’ to establish the connection with API by Pabbly. Set the action event method to POST, as you will be sending data to MailerLite. Copy the API endpoint URL from the MailerLite API documentation and paste it into Pabbly Connect.

Set the payload type to JSON and the authentication method as ‘No Auth’. Add required headers and parameters for the API request.

Ensure that you map the response data from the Heyflow form to the appropriate fields in the MailerLite API request. This mapping is crucial for ensuring the data is sent correctly.

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5. Testing the Integration and Finalizing

After setting up the API request in Pabbly Connect, you can test the integration by clicking on ‘Save and Test Request.’ If successful, you will receive a positive response indicating that the subscriber has been created in MailerLite.

Check your MailerLite account to verify that the new subscriber has been added with the details received from the Heyflow form. This confirms that the integration is working as intended, with data flowing seamlessly from Heyflow to MailerLite via Pabbly Connect.

Now, every time a new response is submitted through the Heyflow form, Pabbly Connect will automatically create a new subscriber in MailerLite, streamlining your workflow and enhancing your data management.

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Conclusion

In this tutorial, we explored how to send Heyflow form responses using API by Pabbly. By leveraging Pabbly Connect, you can automate data transfers between applications effectively. This integration enhances workflow efficiency and ensures that your data management processes are seamless.

Learn how to send Heyflow form responses using API by Pabbly Connect. This tutorial covers step-by-step integration and setup for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Heyflow form responses using API by Pabbly Connect, you first need to access the platform. Begin by signing in to your existing Pabbly Connect account or create a new one if you are a first-time user. using Pabbly Connect

Once logged in, navigate to the Pabbly Connect dashboard. This is where you can create workflows that automate the process of sending form responses. Pabbly Connect allows you to integrate multiple applications easily.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow to handle Heyflow form responses. Click on the ‘Create Workflow’ button located in the top-right corner of the dashboard. using Pabbly Connect

• Name your workflow as ‘Send Heyflow Form Responses using API by Pabbly’.
• Select a folder to save the workflow, such as ‘API by Pabbly’.

After naming your workflow, click on the ‘Create’ button. This action will bring you to the trigger and action setup window, essential for defining how Pabbly Connect will process the responses.

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3. Setting Up Trigger for Heyflow Form Responses

The next step involves setting up the trigger for your workflow. In Pabbly Connect, select Heyflow as your trigger application and choose the ‘New Response’ event. using Pabbly Connect

Once you select the trigger, a webhook URL will be generated. This URL is crucial for connecting your Heyflow account with Pabbly Connect. Now, switch to your Heyflow account where you will integrate this URL.

• Navigate to the ‘Integrate’ section of your Heyflow account.
• Click on ‘Hooks’ and then select ‘Add Webhook’.
• Paste the webhook URL copied from Pabbly Connect and click on ‘Add’.

After adding the webhook, activate it to ensure that Heyflow can send responses to Pabbly Connect whenever a new form submission occurs.

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4. Testing the Integration with Pabbly Connect

To verify that the integration is working, you need to perform a test submission on your Heyflow form. Fill in the required fields such as first name, last name, email address, and phone number, then submit the form. using Pabbly Connect

After submission, return to Pabbly Connect to check if the response has been captured. You should see the details of the submission, including the unique ID, phone number, first name, last name, and email address.

This successful capture confirms that the trigger is functioning correctly, and now you can proceed to set up the action to send this data to another application.

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5. Setting Up Action to Use API by Pabbly

Now that your trigger is set up and tested, it’s time to configure the action. Select API by Pabbly as your action application and choose the ‘Execute API Request’ event. using Pabbly Connect

In this step, you’ll need to provide the API endpoint URL from MailerLite to create a subscriber. Set the method to POST and specify the payload type as JSON.

Add headers required for the API request, including the API key from your MailerLite account. Map the email and type parameters from the Heyflow response to ensure the correct data is sent.

Once your parameters are set, click on ‘Save and Test Request’. A successful response will indicate that a new subscriber has been created in MailerLite using the details received from the Heyflow form submission.

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Conclusion

This tutorial demonstrated how to send Heyflow form responses using API by Pabbly Connect. By following the steps outlined, you can automate the process of capturing and sending form data to various applications, enhancing your workflow efficiency.

Learn how to seamlessly integrate ConvertKit with Google Sheets using Pabbly Connect to automatically add new subscribers with tags. Follow our step-by-step tutorial. 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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Accessing Pabbly Connect for Integration

To add new ConvertKit subscribers with a tag to Google Sheets, the first step is accessing Pabbly Connect. This platform serves as the integration hub that automates the process between ConvertKit and Google Sheets. Existing users can sign in, while new users can create an account to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Add New ConvertKit Subscribers with Tag to Google Sheets’, and select the relevant folder for organization.

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Setting Up the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event using Pabbly Connect. The trigger application will be ConvertKit, and the event will be set to ‘New Form Subscriber’. This means that every time a new subscriber is added through your ConvertKit form, it will initiate the workflow.

To set this up, click on the trigger window and select ConvertKit as your application. Once selected, choose the trigger event as ‘New Form Subscriber’. After this, you will need to establish a connection between ConvertKit and Pabbly Connect by clicking ‘Connect’ and providing the required API key and secret key from your ConvertKit account.

• Navigate to your ConvertKit account settings.
• Copy the API key and secret key from the Advanced settings.
• Paste these keys into Pabbly Connect to establish the connection.

Once the connection is established, proceed to select the specific form you want to track for new subscribers. This setup ensures that every new subscriber will be captured by Pabbly Connect effectively.

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Adding Action Step to Google Sheets

Now that you have set up the trigger in Pabbly Connect, the next step is to add the action event that will send subscriber data to Google Sheets. The action application will be Google Sheets, and the event will be ‘Add New Row’. This action ensures that every new subscriber is automatically recorded in your designated Google Sheet.

To configure this, select Google Sheets as your action application and choose ‘Add New Row’ as the action event. You will need to connect your Google account to Pabbly Connect if you haven’t done so already. After signing in, select the spreadsheet you wish to use for storing subscriber information.

• Choose the spreadsheet named ‘ConvertKit Subscribers’.
• Select the specific sheet (usually Sheet1) where the data will be added.
• Map the fields from ConvertKit to the corresponding columns in Google Sheets.

Mapping ensures that the first name, last name, email, phone number, and tag of each subscriber are accurately recorded in your Google Sheet. This step is crucial for maintaining organized subscriber data.

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Testing the Integration with Pabbly Connect

After setting up the action step, it is essential to test the integration using Pabbly Connect. This involves creating a test subscriber in ConvertKit to see if the data flows correctly to Google Sheets. Fill in the form with a test subscriber’s details and submit it.

Once you submit the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will trigger the workflow and should capture the new subscriber’s information. If successful, you will see the details reflected in the response section of Pabbly Connect.

Ensure that the test subscriber details appear correctly in the response. Check your Google Sheet to confirm that the new subscriber’s information has been added. Verify that all mapped fields are populated with the correct data.

Successful testing confirms that your integration is working as intended, allowing for seamless data transfer between ConvertKit and Google Sheets through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to add new ConvertKit subscribers with a tag to Google Sheets using Pabbly Connect. By following these steps, you can automate your subscriber data management effectively. This integration not only saves time but also ensures accuracy in your data handling.

Learn how to seamlessly integrate Facebook Leads to Google Sheets using Pabbly Connect for your pharmaceutical business. Step-by-step tutorial with detailed instructions. 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. Setting Up Pabbly Connect for Facebook Leads

To add Facebook leads to Google Sheets for your pharmaceutical business, you will first need to set up Pabbly Connect. This platform allows you to create automated workflows easily. Start by visiting the Pabbly Connect website and either sign in or sign up for an account.

After logging in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add Facebook Leads to Google Sheets for Pharmaceutical Business,’ and select the appropriate folder to save it.

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2. Setting Up the Trigger with Facebook Lead Ads

The next step involves configuring the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the trigger event, which is ‘New Lead Instant.’ This event activates whenever a new lead is captured.

• Click on ‘Connect’ and then ‘Add New Connection.’
• Log into your Facebook account to authorize the connection.
• Select the Facebook page associated with your pharmaceutical business.

After completing these steps, ensure that your lead generation form is live. You will need to create a sample submission to test the connection. Click on the ‘Save and Send Test’ button, and you will see that it is waiting for a webhook response.

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3. Creating a Sample Submission for Testing

To generate a sample submission, navigate to the Meta for Developers page. Here, you will find the Lead Ads Debug Tool. Select your Facebook page and lead form, and click on the ‘Preview Form’ button to fill out the form with dummy data.

• Fill in the required fields like full name, email, and phone number.
• Click ‘Next’ and then ‘Submit’ to send the sample lead.

Once submitted, return to Pabbly Connect. The system should automatically capture the new lead details, confirming that the trigger setup is successful.

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4. Configuring the Action to Add Leads to Google Sheets

Now, it’s time to set up the action in Pabbly Connect. Choose Google Sheets as your action application and select the action event, which is ‘Add New Row.’ This action will automatically add the captured lead details into your Google Sheet.

Click on ‘Connect’ and then ‘Add New Connection’ to authorize your Google account. After granting access, select the spreadsheet you want to use, such as ‘Facebook Leads,’ and the specific sheet where you want to store the data.

Map the lead details from Facebook to the corresponding columns in Google Sheets. Ensure that the fields like full name, email, and phone number are correctly mapped.

Once everything is set, click on ‘Save and Send Test Request.’ If successful, the lead details will be added to your Google Sheet, confirming the action setup is complete.

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5. Testing the Workflow in Real-Time

Finally, to ensure everything works as expected, perform a real-time test. Go back to the Meta for Developers and delete the previous lead. Then, fill out the lead form again with new dummy details.

After submitting the form, check your Google Sheet to see if the new lead appears. This confirms that your connection between Facebook Lead Ads and Google Sheets is functioning correctly through Pabbly Connect.

Repeat this process to ensure reliability. With this setup, you’ll automatically capture and store leads for your pharmaceutical business efficiently.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Facebook leads into Google Sheets for your pharmaceutical business. By following these steps, you can automate lead capturing effectively.

Learn how to integrate Telegram with Notion using Pabbly Connect for seamless automation of channel messages. Follow our 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 Integration

To start integrating Telegram messages into your Notion database, access Pabbly Connect. This platform allows you to automate workflows seamlessly without coding. Begin by visiting the Pabbly website and signing in or signing up for a free account.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows by clicking the ‘Create Workflow’ button. Name your workflow according to your objective, such as ‘Add Telegram Channel Messages in Notion Database,’ and select a folder to save it.

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2. Setting Up Trigger with Telegram

In this step, you will set up the trigger in Pabbly Connect using Telegram. Select the Telegram Bot as your trigger application and choose the event ‘New Message’. This event will activate every time a new message is posted in your Telegram channel.

• Open Pabbly Connect and select Telegram Bot as the trigger application.
• Choose the event ‘New Message’ to trigger the workflow.
• Connect your Telegram account by adding a bot token.

To get the token, create a new bot using the BotFather in Telegram. After generating the token, paste it into Pabbly Connect and save the connection. This setup will allow Pabbly Connect to listen for new messages from your Telegram channel.

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3. Creating a Telegram Channel

Next, you need to create a Telegram channel to receive messages. This step is crucial for the integration to work. Click on the pencil icon in Telegram and select ‘New Channel’. Name your channel appropriately, such as ‘Telegram Notion Integration’.

Once the channel is created, add members to it, including the bot you just created. Ensure that you promote the bot to an admin to allow it to read messages. After setting up the channel, return to Pabbly Connect to test the connection.

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4. Setting Up Action with Notion

Now, it’s time to set up the action in Pabbly Connect to send the Telegram messages to Notion. Select Notion as the action application and choose the event ‘Create Database Item’. This action will create a new entry in your Notion database whenever a new message is received in Telegram.

• Choose Notion as the action application in Pabbly Connect.
• Select ‘Create Database Item’ as the action event.
• Connect your Notion account and allow access to the database.

In the Notion setup, select the database where you want to store the messages. Map the fields from Telegram, such as message content and chat ID, to the corresponding fields in Notion. After mapping the fields, save the workflow.

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5. Testing the Integration

Finally, test your integration to ensure that messages from Telegram are correctly added to your Notion database. Send a test message in your Telegram channel. Go back to Pabbly Connect and check if the message details appear in the response section.

If the test is successful, you will see the message content reflected in your Notion database. This confirms that the integration is working as intended. You can continue testing by sending more messages to see real-time updates in your Notion database.

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Conclusion

Using Pabbly Connect, integrating Telegram with Notion is straightforward and efficient. By following the steps outlined in this tutorial, you can automate the process of adding Telegram messages to your Notion database, enhancing your workflow.

Learn how to assign Facebook Lead Ads leads to your sales team on WhatsApp using Pabbly Connect for seamless integration and automation. 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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Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. If you do not have an account, sign up for free, which only takes a couple of minutes. Once logged in, you will be directed to the dashboard where you can create workflows to automate tasks.

On the dashboard, click on the ‘Access Now’ button under Pabbly Connect. You will see options to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Assign Facebook Lead Ads Leads to Sales Team’. Select the folder where you want to save this workflow.

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Setting Up the Trigger with Facebook Lead Ads

In this step, you will set up the trigger in Pabbly Connect using Facebook Lead Ads. Select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead Instant’. Click on ‘Connect’ to establish the connection with your Facebook account.

Once connected, select your Facebook page, such as ‘House of Music’, and the lead generation form. Ensure your lead generation form is live for testing. Click on ‘Save and Send Test Request’ to validate the connection. You will need to create a sample lead submission to ensure that the webhook response is received correctly in Pabbly Connect.

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Setting Up a Counter to Assign Leads

Next, you will set up a counter to manage lead assignments to your sales team. In Pabbly Connect, add an action step by selecting the ‘Number Formatter’ tool. Choose the action event as ‘Counter’ and set your initial value to 1, with an increment operation. Set the final value based on the number of team members, for example, 3 if you have three members.

• Initial Value: 1
• Operation: Increment
• Final Value: 3 (for three team members)

This setup ensures that each new lead is assigned to a different team member in a round-robin fashion. After setting up the counter, click on ‘Save and Send Test Request’ to see the counter value change, which will help in assigning leads accordingly.

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Configuring the Router for Conditional Lead Assignment

In this section, you will configure a router in Pabbly Connect to conditionally assign leads based on the counter value. Add the router action and set the event to ‘Conditionally Run’. Create multiple routes based on the counter values, naming them as ‘Counter 1’, ‘Counter 2’, and ‘Counter 3’.

For each route, set up filters that check the counter value. For instance, if the counter value is 1, assign the lead to the first team member. Similarly, set conditions for counter values 2 and 3 to assign leads to the second and third team members respectively. This ensures that each team member receives leads alternately.

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Sending Leads to Sales Team on WhatsApp

Finally, you will set up the action to send the lead details to your sales team via WhatsApp using the WhatsApp Cloud API. In Pabbly Connect, select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering the required credentials such as access token and phone number ID.

Select the message template that you created earlier, ensuring it includes variables for lead details. Map the lead’s name, email, and phone number into the message body. After setting up all fields, click on ‘Save and Send Test Request’ to send a test message to your team member’s WhatsApp.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the assignment of Facebook Lead Ads leads to your sales team on WhatsApp. By following these steps, you can streamline your lead management process and enhance team collaboration.

Learn how to automate the process of adding Facebook leads to Google Sheets for your Music Academy with 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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1. Accessing Pabbly Connect for Integration

To automate the process of adding Facebook leads to Google Sheets for your Music Academy, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing in the URL Pabbly.com/connect.

Once on the homepage, you will find two options: ‘Sign In’ and ‘Sign Up for Free’. If you’re an existing user, click on ‘Sign In’. New users should click on ‘Sign Up for Free’ to create an account, which offers 100 free tasks each month to explore the platform.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can view all your existing workflows or create a new one by clicking on the ‘Create Workflow’ option in the top right corner.

• Enter the name for your workflow, such as ‘Add Facebook Leads to Google Sheets for Music Academy’.
• Select a folder to save your workflow, for example, the ‘Facebook Lead Ads Automation’ folder.
• Click on ‘Create’ to proceed.

Upon creating the workflow, you will see two windows: one for the trigger and one for the action. The trigger is the event that starts the automation, while the action is what happens as a result of that trigger.

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3. Setting Up the Facebook Lead Ads Trigger

For this integration, select ‘Facebook Lead Ads’ as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead Instant’ to ensure that every time a new lead is generated, it will trigger the workflow.

Next, click on ‘Connect’ and select ‘Add New Connection’ to link your Facebook Lead Ads account. Once you click on ‘Connect with Facebook Lead Ads’, authorization will be successful if you are logged into your Facebook account.

• Select your Facebook page, such as ‘House of Music’.
• Choose the lead generation form you created, like the ‘Registration Form’.
• Click on ‘Save and Send Test Request’ to capture the lead response.

After saving, you will see a prompt indicating that it is waiting for a webhook response. This means you need to test the integration by submitting a lead through your form.

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4. Testing the Integration with a Lead Submission

To test the integration, use the Meta for Developers platform. Navigate to the ‘Lead Ads Testing Tools’ section. Select your Facebook page and the form you want to test.

Click on the ‘Preview Form’ button to open your registration form. Fill in the form with dummy details, such as:

Email: [email protected] Name: Dummy Lead Phone Number: 1234567890

After submitting the form, return to Pabbly Connect and check for the response. If successful, you will see the lead details captured in Pabbly Connect.

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5. Adding Leads to Google Sheets

Now, you need to set up the action to add the lead details to Google Sheets. Choose ‘Google Sheets’ as your action application in Pabbly Connect and select the action event as ‘Add New Row’.

Click on ‘Connect’ and choose your existing connection with Google Sheets. If you need to create a new connection, click on ‘Add New Connection’ and sign in with your Google account.

Select the spreadsheet where you want to add the leads, for example, ‘Music House Leads’. Map the fields: Name, Email, and Phone Number using the data captured from the Facebook lead.

After mapping the fields, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the lead details have been added successfully. This completes the integration setup using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for your Music Academy. By following these steps, you can efficiently manage your leads without manual effort.

Learn how to automate adding Facebook leads to Google Sheets for your Music Academy using Pabbly Connect. Follow this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate adding Facebook leads to Google Sheets for your Music Academy, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing in the URL: Pabbly.com/connect.

Once there, you have the option to sign in if you are an existing user or click on ‘Sign Up for Free’ to create a new account. After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow, so enter ‘Add Facebook Leads to Google Sheets for Music Academy’.

• Select a folder for your workflow, such as ‘Facebook Lead Ads Automation’.
• Click on ‘Create’ to proceed with your new workflow.

Once created, you’ll see two windows: one for the trigger and one for the action. The trigger is set to ‘Facebook Lead Ads’, while the action will be ‘Google Sheets’. This setup ensures that whenever a new lead is generated, the details will automatically be added to your Google Sheets.

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3. Setting Up Facebook Lead Ads as Trigger

To set up the trigger, select ‘Facebook Lead Ads’ as your trigger application in Pabbly Connect. Choose ‘New Lead Instant’ as the trigger event. This means the workflow will start whenever a new lead is generated from your Facebook lead ads.

Click on ‘Connect’ and then select ‘Add New Connection’ to link your Facebook account. Once logged in, select your Facebook page and the specific lead gen form you created for your Music Academy. Click ‘Save and Send Test Request’ to ensure the connection is successful.

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4. Testing the Integration with Facebook Lead Ads

After setting up the trigger, it’s essential to test the integration. You will need to submit a test lead using the Facebook lead form. Navigate to the Meta for Developers site, select your page and form, and then click on ‘Preview Form’ to submit dummy details.

• Enter a dummy email, such as ‘[email protected]’.
• Fill in the first name and a random phone number.
• Click ‘Next’ and then ‘Submit’ to complete the test.

Return to Pabbly Connect and check for the response. If successful, you will see the lead details captured in your workflow, indicating that the integration is working correctly.

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5. Adding Leads to Google Sheets as Action

Now, let’s set up the action step to add the lead details into Google Sheets. Select ‘Google Sheets’ as your action application in Pabbly Connect. Choose ‘Add New Row’ as your action event.

Connect your Google Sheets account and select the specific spreadsheet where you want to store the leads. Map the lead details, including name, email, and phone number, from the previous step. This mapping ensures that each new lead’s information is dynamically inserted into the correct columns.

Click ‘Save and Send Test Request’ to verify that the data is being added correctly. Check your Google Sheets to confirm that the new lead details appear as expected, indicating that your automation is complete.

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Conclusion

By following these steps, you can effortlessly automate the process of adding Facebook leads to Google Sheets for your Music Academy using Pabbly Connect. This integration saves time and ensures that your lead data is always up-to-date without manual effort.