Author: Rajpal Tomar

Learn how to automate WhatsApp messages to your Dance Academy leads using Pabbly Connect and Facebook integration. Step-by-step guide included. 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 Facebook Integration

To automate WhatsApp messages for your Dance Academy leads, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and either sign in or create a new account.

If you are new to Pabbly, signing up is quick and free. You will get hundreds of tasks each month. Once logged in, navigate to the dashboard where you can manage your workflows. This is where you will set up the integration between Facebook Lead Ads and WhatsApp messages.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will see a prompt to name your workflow; for this tutorial, name it ‘Automated WhatsApp Message to Dance Academy Leads’.

• Click on the ‘Create’ button after naming your workflow.
• You will be directed to a window with the trigger and action sections.

In this window, you will set up your trigger and action. The trigger will be the event that starts the workflow, while the action will be what happens as a result. In this case, the trigger will be a new lead from Facebook Lead Ads, and the action will send a WhatsApp message using Vati.

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3. Setting Up the Trigger for Facebook Lead Ads

To set up the trigger in Pabbly Connect, select ‘Facebook Lead Ads’ as your trigger application. Then, choose the trigger event as ‘New Lead Instant’. This is crucial because it specifies that the workflow should activate whenever a new lead is generated.

Next, you will need to connect your Facebook account to Pabbly Connect. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to log in to your Facebook account to authorize the connection. After successfully connecting, select your Facebook page and the lead generation form you are using.

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4. Mapping Lead Details in Pabbly Connect

Once you have connected your Facebook Lead Ads to Pabbly Connect, the next step is to map the lead details. This involves selecting the specific page and lead generation form. Ensure your lead generation form is live before proceeding.

• Select your Facebook page, which is NR Dance Academy.
• Choose the lead generation form, typically labeled as ‘Registration Form’.

After selecting the appropriate options, click on ‘Save and Send Test Request’. This action will allow you to generate a sample submission, which is necessary to retrieve the lead details for the next steps in your workflow.

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5. Sending Automated WhatsApp Messages Using Pabbly Connect

Now that you have successfully set up the trigger, it’s time to configure the action to send WhatsApp messages. Select ‘Vati’ as your action application in Pabbly Connect and choose ‘Send Template Message’ as the action event.

To send the message, you will need to connect Vati to Pabbly Connect. Enter the API endpoint and access token from your Vati account. After successfully connecting, you will map the WhatsApp number from the lead details received from Facebook. This ensures that the message is sent directly to the lead’s WhatsApp number.

Finally, select your message template that you have created in Vati, fill in the required fields, and click ‘Save and Send Test’. If everything is set up correctly, you will see a confirmation that the message has been sent successfully to your lead.

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Conclusion

By following these steps, you can effectively automate WhatsApp messages to your Dance Academy leads using Pabbly Connect. This integration not only saves time but also enhances communication with potential clients. Start automating your workflows today for better engagement and efficiency!

Learn how to add guests to Google Calendar events using Pabbly Connect. This step-by-step guide covers integration with Jotform and Google Calendar. 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 Google Calendar Integration

To add guests to Google Calendar events, you first need to access Pabbly Connect. This platform facilitates the integration of various applications like Jotform and Google Calendar. Begin by signing in to your Pabbly Connect account, or create a new account if you are a first-time user.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate adding guests to your Google Calendar events based on Jotform submissions.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of your dashboard. Name your workflow, such as ‘Add Guests to Google Calendar Event,’ and save it in the appropriate folder for easy access.

In this workflow, set your trigger application to Jotform and select the trigger event as ‘New Response.’ This means that every time a new form is submitted through Jotform, it will trigger the action of adding a guest to your Google Calendar event.

• Click on ‘Create Workflow’.
• Name your workflow.
• Set Jotform as the trigger application.
• Select ‘New Response’ as the trigger event.

This setup ensures that the integration will function correctly whenever a new response is received from Jotform.

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3. Connecting Jotform to Pabbly Connect

To connect Jotform with Pabbly Connect, you will need to set up a webhook URL. This URL is provided in your Pabbly Connect workflow. Copy this URL and go to your Jotform settings.

In Jotform, navigate to the ‘Settings’ tab, then select ‘Integrations’. Search for ‘Webhooks’ and paste the copied webhook URL into the provided field. After completing this integration, Jotform will send data to Pabbly Connect whenever a new form submission occurs.

• Go to Jotform settings.
• Select ‘Integrations’ and search for ‘Webhooks’.
• Paste the Pabbly Connect webhook URL.
• Complete the integration setup.

Now, every time a user submits the Jotform, their details will be sent to Pabbly Connect, ready for the next step in the process.

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4. Adding Guests to Google Calendar Using Pabbly Connect

With the Jotform integration complete, the next step is to add the guest to your Google Calendar event through Pabbly Connect. In your workflow, set the action application to Google Calendar and choose the action event ‘Add Guest to Event’.

You’ll need to establish a connection between Google Calendar and Pabbly Connect. Click on ‘Connect’ and sign in with your Google account. Once authorized, you can proceed to select the specific calendar and event where you want to add the guest.

Set Google Calendar as the action application. Choose ‘Add Guest to Event’ as the action event. Connect your Google account. Select the calendar and event to which you want to add the guest.

Ensure you map the guest’s email from the Jotform submission to the guest field in Google Calendar. This mapping ensures that the correct email is added every time a new response is received.

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5. Testing and Verifying the Integration

After setting up the workflow, it’s essential to test the integration to ensure everything works as intended. Submit a test response through your Jotform, and check Pabbly Connect for the incoming data. using Pabbly Connect

Once the data is captured, verify that the guest has been successfully added to your Google Calendar event. Refresh your Google Calendar to see if the guest’s email appears in the event details, confirming the integration was successful.

Submit a test response in Jotform. Check Pabbly Connect for the response. Refresh Google Calendar to verify the guest is added.

Now, your integration is complete, and every new Jotform submission will automatically add a guest to your specified Google Calendar event.

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Conclusion

This guide has detailed how to add guests to Google Calendar events using Pabbly Connect. By following these steps, you can automate the process of adding guests based on Jotform submissions, enhancing your event management efficiency.

Learn how to add guests to Google Calendar events using Pabbly Connect. This step-by-step guide covers the integration process with JotForm and Google Calendar. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start adding guests to Google Calendar events, you need to access Pabbly Connect. This integration tool allows you to connect various applications seamlessly. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the applications page and select Pabbly Connect. Click on the ‘Access Now’ button to reach your dashboard, where you can create a new workflow.

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2. Create a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. For this example, name it ‘Add Guests to Google Calendar Event’ and save it in the folder named Google Calendar. using Pabbly Connect

Once you create the workflow, you will see options for setting up triggers and actions. In this case, the trigger application will be JotForm, and the action application will be Google Calendar. This setup allows you to automate the process of adding guests whenever a new form submission occurs.

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3. Set Up JotForm Integration with Pabbly Connect

Now that you have your workflow created, it’s time to establish a connection between JotForm and Pabbly Connect. In the trigger setup, select JotForm as your application and choose the trigger event as ‘New Response.’ This means that every time a form is submitted, it will trigger the action.

Next, go to your JotForm account, navigate to the form you created, and access the settings. Under the Integrations tab, search for Webhooks. Here, you will paste the webhook URL provided by Pabbly Connect. This connection will allow JotForm to send the form submission data directly to Pabbly Connect.

• Go to JotForm settings.
• Select Integrations and search for Webhooks.
• Paste the webhook URL from Pabbly Connect.

After completing the integration, perform a test submission in JotForm to ensure that data is being received correctly in Pabbly Connect. This step is crucial for confirming that the integration works as expected.

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4. Set Up Google Calendar Integration with Pabbly Connect

With the JotForm integration working, it’s time to connect Google Calendar. In Pabbly Connect, add Google Calendar as your action application and select the action event as ‘Add Guest to Event.’ This action will allow you to add the guest’s information directly to your Google Calendar event.

To establish this connection, click on ‘Connect’ and sign in to your Google account. Ensure that you allow necessary permissions for Pabbly Connect to access your Google Calendar. Once connected, you will need to select the specific calendar and event where you want to add the guest.

• Select the pre-Christmas event from your Google Calendar.
• Map the email address of the guest from the JotForm submission.
• Save and send the test request.

After saving the details, refresh your Google Calendar to verify that the guest has been successfully added to the event. This confirms that the integration between JotForm, Pabbly Connect, and Google Calendar is functioning correctly.

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Conclusion

In this guide, we explored how to add guests to Google Calendar events using Pabbly Connect. By integrating JotForm with Google Calendar through Pabbly Connect, you can automate guest management seamlessly. This setup enhances event organization and ensures that all participants are notified automatically.

Learn how to integrate Facebook Leads with Google Sheets using Pabbly Connect for your sanitary ware business. Step-by-step tutorial included. 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 add Facebook leads to Google Sheets, first, access Pabbly Connect to set up the integration. Begin by signing into your existing account or sign up if you are a new user. Pabbly Connect allows you to automate tasks between applications seamlessly.

Once logged in, navigate to the applications page and select Pabbly Connect. Click on the ‘Access Now’ button to reach your dashboard where you can create a new workflow. This is essential for connecting Facebook leads to Google Sheets effectively.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, create a new workflow to integrate Facebook Leads with Google Sheets. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow, for example, ‘Add Facebook Leads to Google Sheets,’ and choose a folder to save it in. using Pabbly Connect

• Click on the ‘Create’ button to initiate the workflow.
• Select Facebook as your trigger application.
• Set the trigger event to ‘New Lead Instant’.

This setup ensures that every time a new lead is generated through Facebook, it triggers the workflow to add details to Google Sheets automatically. The integration is set to run as soon as a new lead is captured.

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3. Connecting Facebook Leads to Pabbly Connect

Now, establish the connection between Facebook and Pabbly Connect. Click on ‘Connect’ next to your trigger application. You’ll need to authorize Pabbly Connect to access your Facebook account where your lead ads are running.

After successfully connecting, select the Facebook page associated with your sanitary ware business. Choose the lead generation form you want to use. For instance, select ‘Contact Form Sam Plumbing and Sanitary Ware’ from the dropdown menu. This ensures that the correct lead information is captured.

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4. Testing the Integration with a Test Lead

To verify that your integration works, you will perform a test submission. In Pabbly Connect, after setting up your trigger, it will prompt you to send a test request. To do this, go to the Meta for Developers page and access the Lead Ads Testing Tool.

• Select your Facebook page and the lead form.
• Fill in the required lead details like email, name, and phone number.
• Submit the form to create a test lead.

Once you submit the test lead, return to Pabbly Connect to check for the response. If the details appear correctly, your setup is functioning as intended.

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5. Adding Facebook Leads to Google Sheets

After confirming that the test lead is captured in Pabbly Connect, the next step is to connect Google Sheets. Click on ‘Connect’ next to your action application. Choose to sign in with Google and allow necessary permissions for the integration.

Once connected, select the specific Google Sheet you created for leads. For example, choose the sheet named ‘Facebook Leads New’. Map the lead details received from Facebook, such as email, name, and phone number, to the corresponding columns in Google Sheets. This mapping ensures that every new lead is automatically added to a new row in your selected sheet.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of adding Facebook leads to Google Sheets for your sanitary ware business. This integration saves time and ensures that you never miss capturing valuable lead information.

Discover the top 5 must-use automations for your business using Pabbly Connect. Learn how to integrate various platforms seamlessly for improved efficiency. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Automating WhatsApp Messages with Pabbly Connect

The first automation involves using Pabbly Connect to send WhatsApp messages to new webinar registrants. This process helps improve communication and engagement with your audience. When a user registers for your webinar, Pabbly Connect automatically sends them a confirmation message, ensuring they have all the details they need.

Additionally, you can set up reminders to be sent before the webinar starts. This can significantly reduce the number of users who forget about the event. The steps to set this up include:

• Create a trigger for new registrations in your webinar tool.
• Set up an action to send a WhatsApp message through Pabbly Connect.
• Schedule a reminder message to be sent before the webinar.

This automation not only saves time but also enhances the participant experience, making it easier for them to attend your webinars.

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2. Social Media Engagement with Pabbly Connect

The second automation focuses on automatically replying to comments on social media platforms like Facebook and YouTube using Pabbly Connect. This is essential for maintaining engagement with your audience. Whenever someone comments on your content, Pabbly Connect can trigger an AI-generated response, ensuring that no comment goes unanswered.

This automation can be set up to function on multiple platforms, allowing you to manage interactions efficiently. Here’s how to implement this:

• Connect your Facebook and YouTube accounts to Pabbly Connect.
• Set triggers for new comments on your posts.
• Use AI tools like Char GPT to generate replies.

By automating responses, you can enhance your social media presence and ensure timely engagement with your audience, which is crucial for building relationships.

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3. Creating a Social Media Calendar with Pabbly Connect

The third automation involves creating a social media calendar that posts content automatically to various platforms using Pabbly Connect. This is particularly useful for businesses that want to maintain a consistent online presence without the hassle of manual posting. You can schedule posts in advance, ensuring your social media accounts remain active.

To set this up, follow these steps:

Create a Google Sheet with your content and posting schedule. Connect the Google Sheet to Pabbly Connect. Set triggers to post content at specified intervals.

This automation not only saves time but also helps in planning your content strategy effectively, ensuring that your audience receives regular updates.

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4. Nurturing Leads with Pabbly Connect

The fourth automation is designed for nurturing leads generated through ads on platforms like Facebook and Google. With Pabbly Connect, you can automatically send messages via WhatsApp, SMS, or email to new leads as soon as they are captured. This instant communication can significantly improve your lead conversion rates.

To implement this automation, follow these steps:

Integrate your ad platforms with Pabbly Connect. Create triggers for new leads. Set actions to send WhatsApp messages, SMS, and emails to the leads.

This automation ensures that you are promptly following up with leads, which is essential for nurturing them through your sales funnel.

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5. Automating Blog Content Creation with Pabbly Connect

The final automation focuses on generating blog content automatically using AI tools and posting it directly to WordPress through Pabbly Connect. This process can save you considerable time and effort in content creation, allowing you to focus on other important aspects of your business.

To set this up, follow these steps:

Create a Google Sheet to input blog topics. Connect the Google Sheet to Pabbly Connect. Use AI platforms to generate content based on the topics. Set the final action to post the generated content to WordPress.

This automation not only streamlines the content creation process but also allows you to maintain a consistent posting schedule without manual intervention.

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Conclusion

In summary, automating your business processes with Pabbly Connect can significantly enhance efficiency and engagement across various platforms. From nurturing leads to managing social media interactions, these automations are essential for modern businesses. Implementing these workflows will save time and improve your overall productivity.

Learn how to share YouTube videos on social media automatically using Pabbly Connect. Follow our step-by-step tutorial for seamless integration with Facebook, Instagram, and Twitter.

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1. Setting Up Pabbly Connect for YouTube Integration

To share your YouTube videos on social media, first, you need to set up Pabbly Connect. Start by creating a free account on Pabbly Connect, which can be done in just a couple of minutes. Once logged in, you will be directed to the dashboard where you can create automation workflows.

Click on the blue button labeled ‘Create Workflow’ to initiate your automation. You’ll be prompted to name your workflow; for this tutorial, name it ‘Share YouTube Videos on Social Media’. After naming, select the folder for your workflow and click ‘Create’. This is the first step in automating your social media sharing process using Pabbly Connect.

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2. Connecting YouTube to Pabbly Connect

In this step, you will connect your YouTube account to Pabbly Connect. The first action involves selecting YouTube as the trigger application. This means that every time a new video is uploaded to your channel, it will trigger the automation to share on social media.

• Select YouTube from the trigger options.
• Click on ‘Connect’ to link your YouTube account.
• Authorize Pabbly Connect to access your YouTube channel.

Once connected, every new video uploaded will be captured by Pabbly Connect. This ensures that your social media accounts will be updated automatically with the latest video content from your YouTube channel.

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3. Sharing Videos on Facebook Using Pabbly Connect

Now that your YouTube account is connected, the next step is to share the videos on Facebook. Select Facebook as the action application in Pabbly Connect. This setup allows the automation to create a post on your Facebook page whenever a new video is uploaded to YouTube.

• Choose ‘Create Page Photo Post’ as the action event.
• Connect your Facebook account to Pabbly Connect.
• Select the Facebook page where you want to post the video.

After connecting, map the video details such as the title and thumbnail URL from the YouTube trigger. This ensures that the correct information is shared on your Facebook page automatically every time a new video is published.

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4. Posting Videos on Instagram with Pabbly Connect

Next, you will set up the integration to post your YouTube videos on Instagram. Again, select Instagram as the action application in Pabbly Connect. This allows you to automatically share video content on your Instagram profile.

Choose ‘Publish Photo’ as the action event. Connect your Instagram account to Pabbly Connect. Map the thumbnail URL and caption from the YouTube trigger.

After completing the mapping, every new video uploaded to your YouTube channel will automatically post to your Instagram account with the relevant details, enhancing your social media presence.

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5. Tweeting Videos on Twitter via Pabbly Connect

The final step is to set up Twitter for sharing your YouTube videos. Select Twitter as the last action application in Pabbly Connect. This integration will allow you to tweet about your new videos automatically.

Choose ‘Create Tweet’ as the action event. Connect your Twitter account to Pabbly Connect. Map the tweet text and video URL from the YouTube trigger.

By completing this setup, you ensure that every time a new video is uploaded, a tweet will be sent automatically. This maximizes your reach across multiple social media platforms using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the sharing of YouTube videos across social media platforms like Facebook, Instagram, and Twitter. By following these steps, you can streamline your social media marketing efforts effortlessly.

Learn how to track Calendly invitee cancellations in Google Sheets using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Accessing Pabbly Connect for Integration

To track Calendly invitee cancellations in Google Sheets, we first need to access Pabbly Connect. This platform is essential for creating the integration between Calendly and Google Sheets.

Begin by opening a new tab and searching for Pabbly.com. Once on the landing page, you will see options to either sign in or sign up for free. If you don’t have an account, signing up takes only a couple of minutes and provides you with numerous free tasks each month.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to start setting up your integration.

• Name your workflow appropriately, such as ‘Track Calendly Invitee Cancellations in Google Sheets.’
• Select the folder where you want to save this workflow.
• Click ‘Create’ to proceed to the workflow setup window.

In this window, you will have two main sections: Trigger and Action. The Trigger section is where we will set up the event that initiates the workflow, and the Action section is where we define what happens after the trigger event occurs.

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3. Setting Up the Trigger for Calendly Cancellations

The first step in your workflow is to set up the trigger using Pabbly Connect. For this integration, select Calendly as your trigger application.

Next, you will need to choose the trigger event. Click on the dropdown and select ‘Invite Cancelled’ as the event. After that, you will need to connect your Calendly account with Pabbly Connect. Click on ‘Connect’ and then ‘Add New Connection’ to proceed.

Once connected, select your organization and the user associated with the Calendly account. Note that a Calendly Pro Plan is required to use this integration. Ensure you click ‘Save’ to finalize the trigger setup.

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4. Adding Action Step to Log Data in Google Sheets

Now that the trigger is set, we will add an action step to log the cancellation details into Google Sheets using Pabbly Connect. Click on ‘Add Action Step’ and select Google Sheets as the action application.

• Choose ‘Add New Row’ as the action event.
• Connect your Google Sheets account with Pabbly Connect.
• Select the spreadsheet where you want to log the cancellations.

After selecting the spreadsheet, you will map the details of the invitee cancellations. This includes the invitee’s name, email, and the event name. Once everything is mapped correctly, click on ‘Save and Send Test Request’ to confirm the setup.

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5. Verifying the Integration and Results

After setting up the action step, it’s crucial to verify that the integration works as intended using Pabbly Connect. Go back to your Google Sheets and check if the cancellation details have been logged correctly.

You should see a new row added with the invitee’s name, email, and the event name. This confirms that your integration is functioning correctly, allowing you to track all invitee cancellations from Calendly in real-time.

With this setup, you can efficiently manage cancellations and maintain an organized record of your events. This integration enhances your workflow by automatically capturing relevant data without manual entry.

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Conclusion

In this tutorial, we demonstrated how to track Calendly invitee cancellations in Google Sheets using Pabbly Connect. By following the steps outlined, you can automate your workflow and keep accurate records of cancellations effortlessly.

Learn how to set up instant Facebook lead alerts on WhatsApp using Pabbly Connect. This step-by-step guide covers the entire integration process for automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To set up instant Facebook lead alerts on WhatsApp, start by accessing Pabbly Connect. You can reach the platform by typing ‘Pabbly.com/connect’ into your browser. This powerful automation tool allows you to integrate various applications seamlessly.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month. Existing users can simply sign in to access their dashboards.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard where you can create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.

• Provide a name for your workflow, such as ‘Instantly Get Facebook Lead Alert on WhatsApp’.
• Select the appropriate folder where you want to save this workflow.
• Click ‘Create’ to proceed.

Your new workflow will now have two windows open: one for the trigger and one for the action. This setup is crucial for automating the process of receiving WhatsApp notifications when new leads are generated from Facebook.

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3. Setting Up Facebook Lead Ads as Trigger

The next step is to set up Facebook Lead Ads as your trigger in Pabbly Connect. In the trigger application window, select ‘Facebook Lead Ads’ and then choose ‘New Lead Instant’ as your trigger event. This ensures that the workflow is activated whenever a new lead is generated.

After selecting your trigger event, click on ‘Connect’ to build a new connection with your Facebook account. Ensure you are logged into your Facebook account for smooth authorization. Once connected, you will need to select your Facebook page and the lead generation form you created earlier.

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4. Testing the Integration with Facebook Lead Ads

After setting up the trigger, it’s time to test the integration using Pabbly Connect. You will need to submit a test lead using Facebook’s lead ads testing tool. This step is crucial to ensure that your integration is working correctly.

• Go to the Facebook Developer page and select your app.
• Use the lead ads testing tool to submit a test lead using the form you selected.
• Check Pabbly Connect to confirm that the lead details are captured successfully.

Once you see the response with the lead details, you can proceed to the next step of setting up WhatsApp notifications.

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5. Connecting WhatsApp via Wati

Now that your trigger is set up and tested, you will connect WhatsApp using the Wati application in Pabbly Connect. Select Wati as your action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ to create a new connection with your Wati account.

Fill in the required fields such as the WhatsApp number you wish to send messages to, the template name, and the broadcast title. Ensure that you have created and approved a WhatsApp template in Wati for this purpose. This template will include dynamic variables for lead details like name, email, and contact number.

After entering all the necessary information, click ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. If everything is configured correctly, you will receive the WhatsApp notification with the lead details every time a new lead is generated on Facebook.

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Conclusion

In this tutorial, we explored how to set up instant Facebook lead alerts on WhatsApp using Pabbly Connect. By following these steps, you can automate lead notifications effectively, ensuring you never miss a potential customer. This integration enhances your business’s responsiveness and efficiency.

Learn how to integrate Google Forms with Xero using Pabbly Connect to automate quote creation from form submissions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a seamless integration between Google Forms and Xero, we will use Pabbly Connect. First, visit the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, clicking on ‘Sign Up for Free’ will allow you to create an account and explore 100 free tasks every month. Existing users can simply sign in to access their dashboard and start creating workflows.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and provide a name for your workflow, such as ‘Create Xero Quotes for Google Form Submission’. Select the appropriate folder to save your workflow.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Pabbly Connect will provide a webhook URL for integration.

This webhook URL will send data from Google Forms to Pabbly Connect whenever a form is submitted, initiating the workflow.

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3. Linking Google Forms with Pabbly Connect

To connect Google Forms with Pabbly Connect, you need to set up the webhook in your Google Sheets. First, go to the ‘Responses’ section of your Google Form and select ‘View in Sheets’. This will open the Google Sheets linked to your form.

In Google Sheets, navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet and go to the Pabbly Connect Webhooks add-on to perform the initial setup.

• Paste the webhook URL from Pabbly Connect into the designated field.
• Specify the trigger column, typically the last column where data will be entered.
• Click on ‘Send Test’ to ensure the connection works.

Once the setup is complete, every new response in Google Forms will be sent to Pabbly Connect, triggering the workflow.

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4. Searching for Existing Customers in Xero

After setting up the webhook, the next step is to search for existing customers in Xero using Pabbly Connect. In your workflow, add an action step and select Xero as the application. Choose the action event ‘Search Contact by Email or Account Number’.

Connect your Xero account by clicking on ‘Connect’ and authorizing Pabbly Connect to access your Xero account. Once connected, specify that you want to search using the email address received from the Google Form response.

Map the email address from the Google Form response to the search parameter in Xero. Click ‘Save and Send Test Request’ to check if the contact exists. Ensure the contact ID is returned to proceed with the next steps.

By doing this, Pabbly Connect ensures that only existing customers in Xero will receive a quote based on their form submission.

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5. Creating a Quote in Xero

The final step in this workflow is to create a quote in Xero using the information gathered from the Google Form and the existing customer search. Add another action step in Pabbly Connect and select Xero again, this time choosing ‘Create New Quote Draft’ as the action event.

Map the required fields such as contact ID, contact name, and issue date using the previous responses. Ensure that the date is formatted correctly using the Date Time Formatter feature in Pabbly Connect to match Xero’s requirements.

Enter the product name and price as specified in the Google Form response. Click ‘Save and Send Test Request’ to create the quote. Check your Xero account to confirm the quote has been created successfully.

This integration allows for automated quotes to be generated in Xero whenever a Google Form is submitted, streamlining your workflow through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Xero quotes from Google Forms submissions. By setting up triggers and actions within Pabbly Connect, you can streamline your business processes effectively.

Learn how to sync Telegram media to WhatsApp automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Telegram and WhatsApp Integration

To sync media from Telegram to WhatsApp, the first step is to set up Pabbly Connect. Start by creating a free account on the platform, which only takes a few minutes. Once logged in, navigate to the dashboard where you can begin the integration process.

Click on the blue button labeled ‘Create Workflow.’ You will then be prompted to name your workflow. For this tutorial, we will name it ‘Get Telegram Media on WhatsApp’ and select the main workflow folder before clicking on ‘Create.’

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2. Configuring Trigger and Action in Pabbly Connect

In this section, you will define the trigger and action for your automation using Pabbly Connect. The trigger is the event that starts the process, and the action is what happens as a result. Here, select ‘Telegram’ as your trigger application and ‘Watti’ as your action application.

• Choose ‘Set Webhook’ for the Telegram trigger.
• Select ‘Send Template Message’ for the Watti action.

After selecting the applications, click on the plus icon to add additional action steps as needed. This flexibility allows you to customize your automation process effectively.

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3. Connecting Telegram with Pabbly Connect

To establish a connection between Telegram and Pabbly Connect, you will need to create a bot using BotFather on Telegram. After creating your bot, you will receive a token that is essential for the connection.

In Pabbly Connect, click on ‘Add a New Connection’ and enter the token you obtained from BotFather. Save the connection to link Telegram with your Pabbly account. Ensure that your bot is added as an admin in the Telegram group where media will be uploaded to receive notifications.

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4. Fetching Media Details from Telegram

After setting up the connection, the next step is to fetch media details uploaded to your Telegram group using Pabbly Connect. Perform a test submission by uploading a media file to the group. This action will allow Pabbly to capture the details of the uploaded media.

Once the media is uploaded, return to Pabbly Connect and click on the ‘Save and Send Test Request’ button. This action will capture the media’s file ID and other relevant details, which are necessary for sending the media link via WhatsApp.

• Ensure you map the file ID correctly to fetch the media details accurately.
• Create a media URL using the token and file path for the downloaded media.

With the media details captured, you can now proceed to send the media link through WhatsApp.

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5. Sending Media to WhatsApp Using Pabbly Connect

In this final step, you will send the media link to WhatsApp using Pabbly Connect. Select the action event ‘Send Template Message’ in the Watti application. You will need to provide your WhatsApp number and select a pre-approved template for sending the message.

Ensure that you include the mapped values for the media link and other relevant information in the template. Once everything is set, click on ‘Save and Send Test Request’ to send a test message to your WhatsApp. You should receive a notification confirming the media upload.

This automation allows you to receive instant updates on new media uploads in your Telegram group directly on WhatsApp, making it a powerful tool for managing communications efficiently.

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Conclusion

By following this tutorial, you can seamlessly integrate Telegram with WhatsApp using Pabbly Connect. This automation simplifies the process of receiving media updates, enhancing communication and efficiency.