Author: Rajpal Tomar

Learn how to seamlessly integrate Facebook leads with Google Sheets using Pabbly Connect. This step-by-step guide is perfect for insurance agencies looking to automate lead management.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Begin Integration

To start integrating Facebook leads into Google Sheets for your insurance agency, you first need to access Pabbly Connect. This platform allows you to automate workflows between applications seamlessly.

Begin by visiting the Pabbly Connect website at Pabbly.com/connect. If you are a new user, you can sign up for a free account, which includes 100 free tasks every month. Once signed in, you will be directed to the Pabbly Connect dashboard.

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2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that will automate the process of adding Facebook leads to Google Sheets. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. using Pabbly Connect

• Enter a name for your workflow, for instance, ‘Elite Shore Insurance Facebook Leads to Google Sheets’.
• Select a folder to save this workflow in, such as ‘Facebook Leads to Google Sheets Automation’.
• Click on the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will be presented with two sections: Trigger and Action. Triggers initiate the automation, while Actions define what happens next.

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3. Set Up Trigger with Facebook Lead Ads

The first step in your workflow is to set up the trigger. Click on the arrow in the Trigger section to choose your trigger application, which in this case is Facebook Lead Ads. Select the trigger event as ‘New Lead Instant’ to ensure that every new lead generated is captured.

After selecting the trigger, click on ‘Connect’ to link your Facebook Lead Ads account with Pabbly Connect. You will need to authorize the connection, ensuring you are logged into your Facebook account beforehand. Once authorized, select the Facebook page associated with your insurance agency and the lead generation form you created.

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4. Set Up Action with Google Sheets

Next, you will set up the action step in your workflow. Click on the arrow in the Action section and choose Google Sheets as your action application. For the action event, select ‘Add New Row’ to ensure that every new lead is added as a new row in your Google Sheets.

• Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect.
• Authorize the connection by signing in with your Google account and allowing necessary permissions.
• Select the spreadsheet you created for storing leads and the specific sheet within that spreadsheet.

Map the data fields from the Facebook lead to the corresponding fields in Google Sheets, ensuring that first name, last name, email, and phone number are correctly matched. This allows for dynamic data transfer every time a new lead is generated.

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5. Test the Integration

After setting up both the trigger and action, it’s crucial to test the integration. Use the Facebook Lead Ads testing tool to generate a test lead. Fill in the required details and submit the form.

Return to Pabbly Connect to check if the response from the test lead has been captured. If successful, the lead information should appear in your workflow. Finally, check your Google Sheets to confirm that the new lead data has been added as a new row.

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Conclusion

In summary, using Pabbly Connect allows insurance agencies to automate the process of adding Facebook leads to Google Sheets efficiently. By following these steps, you can ensure that every new lead is captured and organized seamlessly.

Learn how to automate sending confirmation messages on WhatsApp for Google Forms submissions using Pabbly Connect. Step-by-step tutorial with clear instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send confirmation messages on WhatsApp for Google Forms submissions, first access Pabbly Connect. This platform facilitates seamless integration between Google Forms and WhatsApp, enabling automation without coding skills.

Visit the Pabbly Connect homepage by typing the URL into your browser. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply log in. Upon registration, you receive 100 free tasks each month to explore the platform’s features.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. Name your workflow appropriately, such as ‘Send Confirmation Message on WhatsApp for Google Form Submission’.

Once named, select the folder where you want to save this workflow. After clicking ‘Create’, you will see two sections: Trigger and Action. The Trigger will be Google Forms, and the Action will be WhatsApp Cloud API. This setup allows you to send WhatsApp messages automatically upon form submission.

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3. Setting Up Google Forms and Sheets

To set up Google Forms, create a form that collects participant details, including name, email, and phone number. Then, link this form to Google Sheets to capture responses. In Google Forms, go to the Responses tab and select ‘Link to Sheets’ to create a new spreadsheet.

• Create a new spreadsheet for responses.
• Add a column for status updates (Confirmed/Not Confirmed).

This integration allows Pabbly Connect to capture form submissions dynamically, enabling automatic WhatsApp messages to be sent to participants.

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4. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, install the Pabbly Connect Webhooks add-on from Google Workspace Marketplace. Once installed, go to Extensions > Pabbly Connect Webhooks and set up the initial configuration.

In the setup, paste the webhook URL provided by Pabbly Connect and specify the trigger column, which is typically the last column where data will be entered. This ensures that whenever a form is submitted, the entire row of data is sent to Pabbly Connect.

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5. Sending Confirmation Messages via WhatsApp

With the integration set up, the next step is to configure the WhatsApp Cloud API within Pabbly Connect. Select WhatsApp Cloud API as your action application and choose the ‘Send Template Message’ action event. Connect your WhatsApp account by entering the required credentials, such as the token and phone number ID.

Next, create a message template in WhatsApp Cloud API that includes dynamic fields, such as the participant’s name. This allows the message to personalize for each user. After mapping the recipient’s phone number from the Google Sheets response, click ‘Save and Send Test Request’ to ensure everything works correctly.

Once confirmed, your workflow will automatically send confirmation messages to participants via WhatsApp whenever they submit the Google Form. This automation significantly enhances your event management process.

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Conclusion

In this tutorial, we explored how to send confirmation messages on WhatsApp for Google Forms submissions using Pabbly Connect. This integration streamlines communication with participants, ensuring they receive timely updates about their registrations.

Learn how to cancel a Stripe subscription and notify your team on Slack using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Set Up Pabbly Connect for Stripe and Slack Integration

To cancel a Stripe subscription and notify your team on Slack, you need to use Pabbly Connect. Start by accessing the Pabbly Connect dashboard, where you can create a new workflow. This workflow will automate the process of capturing webhook responses and executing actions in Stripe and Slack.

To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Cancel Stripe Subscription for Webhook Response and Notify Team on Slack’. After naming, select the appropriate folder to save your workflow within Pabbly Connect.

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2. Configure the Trigger Application in Pabbly Connect

The first step in your workflow is to set up the trigger, which will be the webhook response from JotForm. In Pabbly Connect, select the ‘Webhook’ application as your trigger. This allows you to capture responses whenever a customer fills out the cancellation form. using Pabbly Connect

• Select ‘Webhook’ as the trigger application.
• Copy the generated webhook URL from Pabbly Connect.
• Integrate this webhook URL into your JotForm settings under the ‘Integrations’ tab.

After completing the integration, your Pabbly Connect will now wait for responses from JotForm. Once a customer submits their cancellation request, the data will be captured in Pabbly Connect.

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3. Cancel Stripe Subscription Using Pabbly Connect

Next, you will set up the action in Pabbly Connect to cancel the Stripe subscription. Select the ‘Stripe’ application as your action application. This action will be triggered once a webhook response is received, indicating a customer wants to cancel their subscription. using Pabbly Connect

Choose the action event as ‘Cancel Subscription’. You will need to connect your Stripe account by entering the API key. This API key can be found in your Stripe account settings under the ‘API’ section. After connecting, ensure to map the subscription ID dynamically from the webhook response to ensure the correct subscription is canceled.

• Select ‘Cancel Subscription’ as the action event.
• Map the subscription ID field to the corresponding ID from the webhook response.
• Click ‘Save and Test’ to confirm the cancellation works.

Once you confirm the cancellation, you will see a positive response indicating that the subscription has been successfully canceled in Stripe.

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4. Notify Your Team on Slack via Pabbly Connect

After successfully canceling the subscription, the next step is to notify your team on Slack. For this, you will add another action in your Pabbly Connect workflow. Select the ‘Slack’ application as your action application. using Pabbly Connect

Choose ‘Send Channel Message’ as the action event. You will need to connect your Slack account and select the channel where you want to send the notification. Map the relevant customer details, such as name, email, and subscription ID, into the message body to provide your team with all necessary information regarding the cancellation.

Select ‘Send Channel Message’ as the action event. Connect your Slack account and authorize access. Customize the message with customer details from the Stripe cancellation.

After setting up the message, click ‘Save and Test’ to ensure that the notification is sent to your Slack channel successfully.

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5. Test Your Pabbly Connect Integration

To verify that your integration is working correctly, conduct a test by filling out the JotForm cancellation form as a customer. Once you submit the form, Pabbly Connect should capture the webhook response, cancel the subscription in Stripe, and send a notification to your Slack channel.

Check both your Stripe account and Slack channel to confirm that the subscription has been canceled and that the notification has been received. This end-to-end testing ensures that your automation is functioning as expected without any issues.

By following these steps, you can efficiently manage subscription cancellations and keep your team informed using Pabbly Connect. This integration streamlines the process, making it easy to handle customer requests and maintain clear communication.

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Conclusion

In this tutorial, we explored how to cancel a Stripe subscription and notify your team on Slack using Pabbly Connect. By setting up triggers and actions, you can automate the process and improve your team’s efficiency in managing subscriptions.

Learn how to automate the generation of transfer letters using Google Sheets and Google Docs with Pabbly Connect. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start generating transfer letters using Google Sheets and Google Docs, you first need to access Pabbly Connect. This integration platform allows you to automate tasks without coding. Simply visit the Pabbly website and sign in or create a free account.

Once logged in, click on the Pabbly Connect option. Here, you can create a new workflow by clicking on the Create Workflow button. Name your workflow, for example, ‘Generate Transfer Letter,’ and select the appropriate folder to save it. This initial setup is crucial for organizing your automated tasks.

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2. Setting Up Google Sheets as the Trigger

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the trigger application options. The trigger event should be set to New or Updated Spreadsheet Row.

• Select the Google Sheets app as your trigger.
• Choose the event as New or Updated Spreadsheet Row.
• Connect your Google Sheets account to Pabbly Connect.

After connecting, copy the generated webhook URL. In your Google Sheets, go to Extensions and select the Pabbly Connect Webhook add-on to set up the initial configuration. Paste the webhook URL and set the trigger column to the last data entry column. This will ensure that any new data added will trigger the workflow.

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3. Creating Transfer Letter Using Google Docs

After setting up Google Sheets, the next step is to create the transfer letter using Google Docs templates. In Pabbly Connect, select Google Docs as the action application. Choose the action event as Create Document from Template.

Connect your Google Docs account to Pabbly Connect. Then, select the template you have created for the transfer letter. You will need to map the fields from Google Sheets to the template variables in Google Docs. This mapping process will ensure that the employee details are filled in correctly.

• Select the transfer letter template from Google Docs.
• Map employee details like name, designation, and transfer date from Google Sheets.
• Name the document using the employee’s name and ‘Transfer Letter’.

After mapping the necessary fields, save the document in your chosen Google Drive folder. This process automatically creates a new transfer letter each time a new row is added to Google Sheets.

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4. Making the Transfer Letter Sharable

Once the transfer letter is created, you will want to make it sharable. For this, add another action step in Pabbly Connect and select Google Drive as the action application. Choose the action event as Share a File with Anyone.

Connect Google Drive to Pabbly Connect if not already done. Map the document ID generated from the previous step to make the file sharable. This allows anyone with the link to access the transfer letter.

Select the document ID for the file you just created. Set sharing permissions to allow anyone with the link to view the document. Save the action to finalize the sharing settings.

Now your transfer letter is sharable, making it easy to distribute to employees or managers who need to access it.

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5. Saving the Transfer Letter as a PDF

The final step in this process is to save the transfer letter as a PDF file in Google Drive. In Pabbly Connect, add another action step and select Google Drive. Choose the action event as Upload a File.

Map the PDF link generated from the previous action to upload the file into a specific folder in Google Drive. This ensures that the transfer letter is not only sharable but also stored in a secure, non-editable format.

Use the PDF link from the share file action. Specify the folder ID where you want to save the PDF. Name the PDF file using the employee’s name and ‘Transfer Letter PDF’.

After saving, you will receive a confirmation that the PDF has been uploaded successfully. This completes the automated process of generating and sharing transfer letters using Google Sheets and Google Docs through Pabbly Connect.

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Conclusion

In this tutorial, we covered how to generate transfer letters using Google Sheets and Google Docs with Pabbly Connect. By automating this process, you can save time and ensure accuracy in employee documentation. This integration not only streamlines your workflow but also enhances productivity.

Learn how to send WhatsApp messages for new Eventbrite order confirmations using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages for new Eventbrite order confirmations, start by accessing Pabbly Connect. This powerful integration platform allows you to automate processes between applications seamlessly.

Log into your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks per month. Once logged in, navigate to the dashboard where you will create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, you need to create a new workflow. Click the ‘Create Workflow’ button located in the top right corner. Name your workflow as ‘Send WhatsApp Messages for New Eventbrite Order Confirmation’.

• Select the folder for saving your workflow.
• Click on the create button to proceed.

This workflow will consist of a trigger from Eventbrite and an action to send WhatsApp messages. Understanding this setup is crucial for automating your process.

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3. Setting Up Trigger and Action in Pabbly Connect

In the trigger section of Pabbly Connect, search for Eventbrite as your trigger application. Set the trigger event to ‘New Order’. This will initiate the workflow whenever a new order is placed for tickets.

Next, for the action application, select WhatsApp Cloud API. The action event should be set to ‘Send Template Message’. This combination will ensure that when an order is placed, a WhatsApp message is sent automatically.

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4. Connecting Eventbrite and WhatsApp via Pabbly Connect

To connect Eventbrite with Pabbly Connect, click on the connect button in the trigger window. Authorize the connection by clicking ‘Allow’ on the Eventbrite authorization screen. This step is essential for data access between the two applications.

• Select the specific event for which you want to automate messages.
• Save and send a test request to ensure the connection works.

Once connected, you will receive a response indicating that the integration is successful. This means Pabbly Connect is now set up to facilitate the flow of information between Eventbrite and WhatsApp.

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5. Sending WhatsApp Order Confirmation Messages

After setting up the connections, it’s time to send order confirmation messages via WhatsApp. In the action step of Pabbly Connect, you need to establish a connection with WhatsApp Cloud API. Input the required details such as access token, phone number ID, and WhatsApp business account ID.

Next, create a message template in WhatsApp for order confirmations. This template should include variables such as attendee name, email, and order ID. Map these variables in Pabbly Connect to ensure dynamic content is sent to each attendee.

Finally, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. You will see a confirmation message indicating that the order confirmation has been dispatched to the attendee via WhatsApp.

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Conclusion

Using Pabbly Connect, you can easily send WhatsApp messages for new Eventbrite order confirmations. This integration streamlines communication, ensuring attendees receive timely updates about their orders.

Learn how to automate sending WhatsApp messages to Facebook leads for your renewable energy business using 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 Integration

To begin the process of sending WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. This platform allows you to create automated workflows that connect various applications, including WhatsApp and Facebook Lead Ads.

Start by visiting the Pabbly Connect website. If you already have an account, click on ‘Sign In’. If you are a new user, click on ‘Sign Up Free’ to create your account. You will receive 100 free tasks each month upon signing up, which is a great way to get started.

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2. Creating a New Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button, then name your workflow something descriptive, such as ‘Send WhatsApp Message to Facebook Leads for Renewable Energy Business’.

• Click on the folder icon to create a new folder.
• Select the folder you just created for better organization.
• Click on ‘Create’ to finalize your workflow setup.

After naming your workflow, you will reach a new window where you can set up the trigger and action applications. In this case, your trigger application will be Facebook Lead Ads, and the action application will be WhatsApp Cloud API.

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3. Setting Up the Trigger with Facebook Lead Ads

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application, then choose the trigger event ‘New Lead Instant’. This option ensures that a WhatsApp message is sent immediately after a new lead is generated.

Next, you will need to connect your Facebook account to Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’. Follow the prompts to authorize your Facebook account and select the appropriate Facebook page and lead generation form.

• Ensure your lead ads form is live to receive data correctly.
• Test the connection by clicking ‘Save and Send Test’ to confirm data flow.

After completing these steps, you should see a confirmation that the trigger has been successfully set up in Pabbly Connect.

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4. Configuring the Action with WhatsApp Cloud API

Now it’s time to set up the action for your workflow using Pabbly Connect. Select ‘WhatsApp Cloud API’ as your action application and choose the action event ‘Send Template Message’. This will allow you to send pre-defined messages to your leads.

To connect your WhatsApp Cloud API account, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your temporary access token, phone number ID, and WhatsApp Business Account ID. This information can be found in your WhatsApp Cloud API settings.

Fill in the required fields with the correct information. Select your message template from the available options. Map the recipient’s mobile number and other variables accordingly.

After saving your action setup, you can test the workflow by sending a WhatsApp message to verify that everything is functioning correctly.

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5. Finalizing the Integration and Testing

With both the trigger and action set up in Pabbly Connect, it’s time to finalize the integration. Click on ‘Save and Send Test’ to send a test message to the WhatsApp number you specified. Ensure that you enter the recipient’s number without the plus sign and include the country code.

Once you have sent the test message, check your WhatsApp account to confirm that the message was received successfully. If everything works correctly, your setup is complete, and you can now automatically send WhatsApp messages to new leads generated from your Facebook ads.

In summary, this integration process between Facebook Lead Ads and WhatsApp Cloud API using Pabbly Connect allows you to streamline your communication with potential customers. By following these steps, you can ensure that every new lead receives timely follow-up messages, enhancing your customer engagement.

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Conclusion

This tutorial demonstrates how to effectively automate sending WhatsApp messages to Facebook leads using Pabbly Connect. By following the detailed steps outlined, you can enhance your renewable energy business communication effortlessly.

Learn how to automate adding Facebook leads to Google Sheets for your trading coaching classes using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Facebook Leads Integration

To add Facebook leads to Google Sheets for your trading coaching classes, you need to access Pabbly Connect. Start by signing in to your existing account or create a new one if you are a new user. Once logged in, you will arrive at the applications page.

From here, click on Pabbly Connect and then click on the ‘Access Now’ button to reach your dashboard. This is where you will create your workflow for integrating Facebook leads with Google Sheets.

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2. Creating a Workflow in Pabbly Connect

In order to create a workflow, locate the ‘Create Workflow’ button on the right-hand corner of your dashboard. When prompted, name your workflow, for example, ‘Add Facebook Leads to Google Sheets’. You can also choose to save it in a folder, such as ‘Facebook Lead Ads Automation’. using Pabbly Connect

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

In this step, you will set the trigger application as Facebook Lead Ads and the action application as Google Sheets. This setup is crucial for automating the process of adding leads to your spreadsheet.

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3. Setting Up Trigger and Action Applications

To proceed, search for ‘Facebook Lead Ads’ in the trigger application section. The trigger event should be set to ‘New Lead Instant’. This means that every time a new lead comes in, the workflow will be activated. using Pabbly Connect

Next, in the action application section, select ‘Google Sheets’. The action event should be set to ‘Add New Row’. This configuration ensures that the lead details will be added to your Google Sheet automatically.

• Click on the ‘Connect’ button to establish a connection with Facebook Lead Ads.
• Authorize Pabbly Connect to access your Facebook account.

Once the connection is successful, select the Facebook page and the lead gen form you have created for your trading coaching classes. After selecting the appropriate options, click on ‘Save and Send Test Request’ to test the connection.

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4. Testing the Integration with Pabbly Connect

After setting up the trigger and action, it’s time to test the integration. To do this, navigate to the Meta for Developers page and use the Lead Ads Testing Tool. Here, select your Facebook page and the lead form you set up.

Fill in the required details such as email, full name, and phone number, and submit the test lead form. Once submitted, return to Pabbly Connect to check if the lead details have been captured successfully.

You should see the lead details including email, name, and phone number in the response section. This confirms that the connection between Facebook Lead Ads and Pabbly Connect is functioning correctly.

This step verifies that your automation is set up correctly and that leads will be captured automatically moving forward.

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5. Adding Leads to Google Sheets Automatically

Now that you have successfully tested the integration, the next step is to add the lead details to Google Sheets. You will need to create a connection between Google Sheets and Pabbly Connect. Click on the ‘Connect’ button and sign in with your Google account.

Once connected, select the Google Sheet you created, which should be titled ‘Facebook Leads’. Ensure that the selected sheet is the one where you want the lead details to be added. Use the mapping feature in Pabbly Connect to insert the lead details into the correct fields of your Google Sheet.

Map the email, name, and phone number fields to their corresponding columns in the Google Sheet. Click ‘Save and Test Request’ to finalize the setup.

After testing, you should see the lead details appear in a new row in your Google Sheet, confirming that the automation is successful. Now, every new lead from Facebook will automatically be added to your Google Sheets.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to add Facebook leads to Google Sheets for your trading coaching classes. By following the steps outlined, you can automate the process and ensure that every lead is captured efficiently.

Learn how to automate sending WhatsApp messages to Facebook leads for your driving school using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to Facebook leads for your driving school, you first need to access Pabbly Connect. This platform allows you to automate processes by connecting different applications seamlessly.

Visit the Pabbly Connect landing page and choose to sign up for a free account. New users can benefit from 100 free tasks monthly, enabling them to explore the software. After signing up, log into your account and navigate to the dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you can create a new workflow to automate sending WhatsApp messages. Click on the ‘Create Workflow’ button at the top right corner of the dashboard.

• Name your workflow (e.g., ‘Smooth Gear Facebook Lead to WhatsApp Message’).
• Select the appropriate folder for organization.
• Click the ‘Create’ option to proceed.

This initiates the setup for your automation, where you will define the trigger and action applications.

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3. Setting Up the Trigger with Facebook Lead Ads

The first step in your workflow is to set the trigger application. For this integration, the trigger will be Facebook Lead Ads, specifically the event for a new lead.

In Pabbly Connect, select ‘Facebook Lead Ads’ as your trigger application and choose the event ‘New Lead Instant.’ Click on the ‘Connect’ button to establish the connection. If you don’t have an existing connection, create a new one by following the prompts.

After successful authorization, select your Facebook page and lead generation form. Save and send the request to test the connection. You may need to perform a test submission using Facebook’s lead testing tool to complete the trigger setup.

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4. Configuring the Action with WhatsApp Cloud API

Now that your trigger is set up, it’s time to configure the action using the WhatsApp Cloud API. Select ‘WhatsApp Cloud API’ as your action application and then choose the event ‘Send Template Message.’ Click on ‘Connect’ to proceed.

You will need to enter details such as the token, phone number ID, and WhatsApp business account ID. These can be obtained from the Meta for Developers platform when you set up your WhatsApp Cloud API.

• Copy the temporary access token, phone number ID, and WhatsApp business account ID.
• Paste these details into the respective fields in Pabbly Connect.
• Select your message template for the WhatsApp message.

This will allow you to send customized messages to your leads automatically.

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5. Finalizing the Integration and Testing

After configuring your WhatsApp Cloud API action, you need to finalize the integration. Ensure all fields are filled correctly, including the recipient’s mobile number and message body, which should be mapped from the trigger data. using Pabbly Connect

Before testing, replace any dummy numbers with your actual phone number. Click on ‘Save and Send Test Request’ to verify that everything is working correctly. If successful, you will see a message status indicating acceptance, and you should receive the WhatsApp message shortly after.

This integration will ensure that every time a new lead is generated through your Facebook ads, they receive an immediate WhatsApp message, enhancing your driving school’s customer engagement.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to Facebook leads for your driving school. By automating this process, you can enhance communication and improve lead nurturing effectively.

Learn how to automate sending 80G certificates via WhatsApp for NGO donations using Pabbly Connect and Cashfree. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for NGO Donations

To send an 80G certificate over WhatsApp for NGO donations received via Cashfree, you need to set up Pabbly Connect. Start by accessing the Pabbly Connect dashboard after signing in. If you’re a new user, sign up for free to get started.

Once on the dashboard, click on the ‘Create Workflow’ button. Name your workflow as ‘Send 80G Certificate over WhatsApp for NGO Donations Received via Cashfree’ and select the folder for organization. This setup is crucial for automating the process of generating and sending certificates.

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2. Setting Up Trigger with Cashfree in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Connect. Select Cashfree as your trigger application and choose the trigger event as ‘Payment via Form’. This action initiates the workflow when a donation is made through your Cashfree payment form.

• Select Cashfree as the trigger application.
• Choose the trigger event: Payment via Form.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Cashfree account and add the webhook URL to your payment form settings. This connection allows Cashfree to send payment data directly to Pabbly Connect, enabling the automation of certificate generation.

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3. Generating the 80G Certificate Using Google Docs

After setting up the trigger, the next step is to generate the 80G certificate. In Pabbly Connect, select Google Docs as the action application and choose the action event as ‘Create Document from Template’. This allows you to create a new document based on your pre-designed certificate template.

Ensure you have a Google Docs template ready for the 80G certificate. In the action settings, map the donor’s details received from Cashfree to the respective fields in your Google Docs template. This mapping process ensures that each certificate is personalized with the correct donor information.

• Select the Google Docs template for the 80G certificate.
• Map the donor’s name, email, and donation details to the certificate fields.
• Save and test the document creation to ensure it works correctly.

Once the document is created, you can view it in your Google Drive. This document serves as the certificate that will be sent to the donor via WhatsApp.

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4. Sharing the Certificate via Google Drive

To send the generated certificate to the donor, you need to make it accessible. In Pabbly Connect, add another action step and select Google Drive as the application. Choose the action event ‘Share a File with Anyone’. This step ensures that the generated certificate link can be shared with the donor.

In this action, you will map the file ID of the generated certificate from the previous step. This mapping is essential for ensuring that the correct document is shared. After setting this up, you can test the sharing process to confirm that the document is now accessible to anyone with the link.

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5. Sending the Certificate via WhatsApp Cloud API

Finally, to send the 80G certificate to the donor, you will integrate the WhatsApp Cloud API using Pabbly Connect. Add a new action step and select WhatsApp Cloud API as the application. Choose the action event ‘Send Template Message’. This allows you to send a pre-defined message along with the certificate link to the donor.

In this step, you will need to provide your WhatsApp Cloud API credentials, including the token and phone number ID. Map the donor’s phone number and the certificate link into the message template. This ensures that the donor receives a personalized message with their certificate link.

Connect to WhatsApp Cloud API using your credentials. Map the donor’s phone number and certificate link in the message template. Test the WhatsApp message sending to confirm successful delivery.

After testing, the donor will receive a message on WhatsApp containing their 80G certificate link, completing the automation process.

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Conclusion

In conclusion, using Pabbly Connect to send 80G certificates over WhatsApp for NGO donations received via Cashfree streamlines the entire donation process. This automation ensures quick and efficient certificate generation and delivery, enhancing donor experience.

Learn how to seamlessly add leads from 99Acres to ERPNext CRM using Pabbly Connect. Follow our step-by-step tutorial for a smooth integration process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin the process of adding leads from 99Acres to ERPNext CRM, you need to access Pabbly Connect. First, visit the Pabbly Connect homepage by typing the URL Pabbly.com/connect. Here, you will find options to either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Once registered, you will receive 100 free tasks every month, allowing you to explore the capabilities of Pabbly Connect and set up your automations effectively.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. After signing in, click on the ‘Create Workflow’ option on your dashboard. A dialog box will prompt you to name your workflow; you can name it ‘Add Leads from 99Acres to ERPNext CRM’.

• Select a folder to save your workflow, such as ’99Acres to ERPNext CRM Automations’.
• Click on ‘Create’ to finalize the workflow setup.

Upon creation, you will see two windows open for setting up the trigger and action. The trigger will be from 99Acres, and the action will be directed to ERPNext CRM, allowing you to automate the lead addition process.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action using Pabbly Connect. Select ’99Acres’ as your trigger application. The trigger event will be set to ‘New Lead’, which initiates the workflow whenever a new lead is generated.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and configure it in your 99Acres account by contacting your account manager, as the 99Acres portal does not allow direct URL input.

• Ensure you have successfully set up the webhook to receive lead data.
• Wait for the webhook response to confirm that the connection is established.

Once you receive a lead response in Pabbly Connect, you can proceed to set the action application to ERPNext CRM. Select ‘ERPNext CRM’ as your action application and choose ‘Add Lead’ as the action event to create a new lead in your CRM.

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4. Configuring the ERPNext CRM Integration

Now, it’s time to configure the connection to ERPNext CRM through Pabbly Connect. When prompted, click on ‘Connect with ERPNext’. You will need to enter the ERPNext Base URL, App Client ID, and App Client Secret to establish the connection.

To find the Base URL, navigate to your ERPNext CRM account and copy the URL up to the ‘.com’ part. Ensure you remove any trailing slashes. For the App Client ID and App Client Secret, go to the integration section of ERPNext, where you can create a new OAuth client.

Click on ‘Add OAuth Client’ and enter a name for your app. Paste the redirect URL provided by Pabbly Connect into the redirect fields.

After saving the OAuth client, copy the App Client ID and App Client Secret back into Pabbly Connect to finalize the connection. This will enable the automation of adding leads to ERPNext CRM whenever a new lead is generated in 99Acres.

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5. Finalizing Lead Creation in ERPNext CRM

In the final step, you will set up the lead creation process in ERPNext CRM through Pabbly Connect. Map the lead details received from 99Acres to the corresponding fields in ERPNext CRM. This includes first name, last name, email, and phone number.

For the name, use a text formatter to split the full name into first and last name if they are not provided separately. Ensure to format the phone number correctly with the country code (e.g., +91 for India).

Map the email and phone number accurately to ensure proper lead creation. Click on ‘Save and Send Test Request’ to verify that the lead is successfully created in ERPNext CRM.

After confirming that the lead has been added, you can check the lead section in ERPNext CRM to view the newly created lead with all the details. This confirms that the workflow is functioning correctly, automating the lead addition process from 99Acres to ERPNext CRM using Pabbly Connect.

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Conclusion

In this tutorial, we covered how to add leads from 99Acres to ERPNext CRM using Pabbly Connect. By following the outlined steps, you can automate the lead generation process seamlessly, improving your workflow efficiency.