Integrating Facebook Leads with Google Sheets for Your Paint Business Using Pabbly Connect

Learn how to automate the addition of Facebook leads to Google Sheets for your paint business using Pabbly Connect. 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


1. Accessing Pabbly Connect for Integration

To integrate Facebook Leads with Google Sheets for your paint business, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Sign in if you already have an account, or create a new one to get started with 100 free tasks monthly.

Once logged in, navigate to the dashboard. Here, you will see options for creating workflows. Click on the option to create a new workflow. This is where you will set up the automation to transfer your Facebook leads to Google Sheets.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something like ‘Add Facebook Leads to Google Sheets’. Choose the appropriate folder for organization, such as ‘Facebook Lead Automations’. This will help you manage your workflows effectively. using Pabbly Connect

  • Select Facebook Lead Ads as the trigger application.
  • Set the trigger event to ‘New Lead’.
  • Connect your Facebook account by clicking on ‘Connect with Facebook Lead Ads’.

After setting up the trigger, you will need to select the Facebook page and lead generation form that you created for your paint business. This ensures that leads from the correct source are captured in your Google Sheets.


3. Configuring Facebook Lead Ads in Pabbly Connect

Once you have set your trigger, the next step is to configure Facebook Lead Ads within Pabbly Connect. You will need to select the page, which in this case is ‘Color Splash Paints’, and the specific lead form you created, which is named ‘My Paint Business’.

After selecting your page and form, click on ‘Save and Send Test Request’. This action will wait for the webhook response from Facebook. You must fill out the lead form to generate a test lead.

  • Go to your Facebook page and fill out the lead form.
  • Ensure you use unique test data for the lead.
  • Submit the form and return to Pabbly Connect to check for the response.

Once the response is received, you will see the details of the lead displayed in Pabbly Connect, confirming the connection between Facebook Lead Ads and the platform.


4. Adding Leads to Google Sheets Using Pabbly Connect

Now that you have successfully set up the trigger, the next step involves adding the leads to Google Sheets. In this step, select Google Sheets as the action application in Pabbly Connect. The action event should be set to ‘Add New Row’.

Click on ‘Connect’ to link your Google account. If this is your first time, you will need to authorize Pabbly Connect to access your Google Sheets. Once connected, select the specific spreadsheet where you want the leads to be added, such as ‘FB Leads for Color Splash Paints’.

Map the fields from the Facebook lead response to the Google Sheets columns. Ensure the name, email, and phone number fields are correctly mapped. Click on ‘Save’ and then ‘Send Test Request’ to verify the setup.

Check your Google Sheets to confirm that the test lead data has been added successfully. This step validates that your automation is functioning as intended.


5. Testing the Automation Process

To ensure everything is working smoothly, you need to test the entire automation process. Go back to your Facebook Lead Ads and delete any previous test leads. Then, fill out the lead form again with new details.

After submitting the new lead, return to Google Sheets and check if the new lead appears. This process confirms that Pabbly Connect is successfully automating the transfer of leads from Facebook to Google Sheets.

To summarize, you have:

Created a trigger for new leads from Facebook Lead Ads. Set up Google Sheets as the action to add new rows. Tested the automation to ensure leads are transferred correctly.

This confirms that your automation is fully operational, allowing you to efficiently manage leads for your paint business.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Facebook Leads into Google Sheets for your paint business. This process enhances efficiency and allows for quicker follow-ups with potential customers.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By following the step-by-step guide, you can streamline your lead management process and focus more on your business growth.

How to Use Pabbly for Automated WhatsApp Messages to Share Product Details

Learn how to integrate Facebook Lead Ads with WhatsApp using Pabbly Connect for automated messaging. Step-by-step guide to enhance your lead conversion. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automated WhatsApp Messages

To start using Pabbly Connect, you need to visit the Pabbly website. You can easily access it by searching for Pabbly.com in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to create your account. Existing users should click on ‘Sign in’ to access their dashboard. After logging in, navigate to Pabbly Connect to begin the integration process.


2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to automate WhatsApp messages for new leads generated from Facebook Lead Ads. Start by clicking the ‘Create Workflow’ button on your dashboard.

  • Enter a name for your workflow, such as ‘Automated WhatsApp Messages’.
  • Select the folder where you want to save this workflow.
  • Click on ‘Create’ to proceed.

This will open the workflow window where you can set up triggers and actions. Remember, the trigger is the event that starts the workflow, while actions are the tasks that follow.


3. Setting Up Facebook Lead Ads as Trigger in Pabbly Connect

For this automation, we will select Facebook Lead Ads as the trigger application in Pabbly Connect. Search for Facebook Lead Ads and select it. Choose ‘New Lead Instant’ as the trigger event.

Next, click on ‘Connect’ to link your Facebook Lead Ads account. If you haven’t connected it before, you will need to add a new connection. Select your Facebook account and click on ‘Continue’. After that, choose the Facebook page and the lead generation form you want to use.

  • Select the page you are using for your lead ads.
  • Choose the lead generation form you want to connect.
  • Click ‘Save and send test request’ to capture the response.

After saving, you will see a message indicating that it is waiting for a webhook response. This confirms that your trigger setup is successful.


4. Testing the Trigger in Pabbly Connect

To test the trigger, you will need to create a dummy lead submission. Open a new tab and go to the Meta for Developers site to use the lead ads testing tool. Select your Facebook page and lead form, then fill in the dummy details.

Once you submit the form, return to your Pabbly Connect workflow to check if the lead details have been captured. You should see the first name, last name, email, phone number, and city of the test lead displayed in your workflow.

This test confirms that Pabbly Connect has successfully received the lead data from Facebook Lead Ads. Now, you can proceed to the next step of sending automated WhatsApp messages.


5. Sending Automated WhatsApp Messages with Pabbly Connect

In this final step, you will set up WhatsApp Cloud API as the action application in Pabbly Connect. Search for WhatsApp Cloud API and select it. Choose ‘Send Template Message’ as the action event.

Click on ‘Connect’ to link your WhatsApp account. You will need to enter the required details such as token, phone number ID, and WhatsApp business account ID. Once connected, select the template name you want to use for the message.

Map the recipient’s mobile number from the previous step. Attach the PDF file URL containing product details. Fill in the body fields with dynamic data from the lead.

After setting everything up, click on ‘Save and send test request’ to send a WhatsApp message to your lead. You should see a confirmation that the message was sent successfully.


Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate WhatsApp messages for sharing product details with leads generated from Facebook Lead Ads. With this integration, you can enhance your lead conversion rates by providing timely and personalized communication.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create a WordPress User from MailerLite Subscriber Using Pabbly Connect

Learn how to create a WordPress user from MailerLite subscribers and share login details via Gmail using Pabbly Connect in this detailed 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


1. Accessing Pabbly Connect for Integration

To create a WordPress user from a MailerLite subscriber, the first step involves accessing Pabbly Connect. Start by navigating to the Pabbly website and signing in to your account. If you’re new, you can sign up for a free account that offers 100 tasks monthly.

Once logged in, click on ‘Access Now’ under Pabbly Connect to enter your dashboard. From here, you can create a new workflow that will automate the integration between MailerLite and WordPress. This process saves time and enhances user experience.


2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Create WordPress User from MailerLite Subscriber’ and choose the folder where you want to save it. This workflow will trigger actions based on new subscribers in MailerLite. using Pabbly Connect

  • Click on ‘Create’ to open the workflow window.
  • Select MailerLite as the trigger application.
  • Set the trigger event to ‘Subscriber Created’.

After selecting the trigger, click on ‘Connect’ to add your MailerLite account. You will need to provide an API token, which you can generate from your MailerLite account settings. This connection is crucial as it allows Pabbly Connect to access subscriber data.


3. Setting Up MailerLite Integration in Pabbly Connect

Once you have connected MailerLite, the next step is to test the connection. Click on ‘Save’ and send a test request to capture the response. To do this, you will need to submit a test subscriber form in MailerLite. using Pabbly Connect

  • Fill out the form with dummy subscriber details.
  • Submit the form to create a new subscriber.
  • Check your MailerLite account to confirm the new subscriber is created.

After confirming the subscriber, return to Pabbly Connect and ensure the response from MailerLite includes the subscriber’s details. This verifies that the integration is functioning correctly before moving on to the next step.


4. Creating a WordPress User via Pabbly Connect

With the MailerLite integration successful, the next step is to create a user in WordPress. In Pabbly Connect, select WordPress as the action application and choose the ‘Create User’ action event. This step will allow you to automatically create a new user whenever a new subscriber is added in MailerLite. using Pabbly Connect

To connect your WordPress account, you will need to enter your WordPress username, password, and the base URL of your WordPress site. Make sure that the WordPress REST API Authentication plugin is installed and active on your site to enable this connection. After entering the required details, click on ‘Save’ to connect.


5. Sending Login Credentials via Gmail

Finally, after successfully creating a WordPress user, the last step is to send the login credentials via Gmail. Add another action step in your workflow and select Gmail as the application. For the action event, choose ‘Send Email V2’. using Pabbly Connect

Connect your Gmail account by allowing permissions for Pabbly Connect. Once connected, map the recipient’s email address to the subscriber’s email from the previous steps. Customize the email subject and content to include the username and temporary password. This ensures that the new user receives their login information promptly.


Conclusion

In this tutorial, we demonstrated how to create a WordPress user from a MailerLite subscriber using Pabbly Connect. We integrated MailerLite and WordPress, enabling automated user creation and email notifications. This process enhances user management and improves overall efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Notion Database Item from Captured Webhook Response Using Pabbly Connect

Learn how to automate the creation of Notion database items from captured webhook responses using Pabbly Connect. Step-by-step tutorial included. 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


1. Setting Up Pabbly Connect for Automation

To create a Notion database item from a captured webhook response, you first need to access Pabbly Connect. This platform allows you to set up automation workflows without needing coding skills. Start by visiting the Pabbly Connect homepage and signing in or signing up for a free account.

Once you are logged in, you will see the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Notion Database Item for Captured Webhook Response’. After naming, select a folder to save your workflow.


2. Configuring the Webhook Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation using Pabbly Connect. The trigger will be a webhook that captures the response from your web form. Select ‘Webhook by Pabbly’ as your trigger application and choose the event ‘Catch Webhook’. This will provide you with a unique webhook URL.

  • Copy the webhook URL provided by Pabbly Connect.
  • Log into the application where your web form is hosted.
  • Paste the webhook URL into the appropriate section of your web form settings.

After setting this up, click on the ‘Capture Webhook Response’ button in Pabbly Connect. This will allow you to test the connection by submitting a test entry through your web form. Once the test is successful, you will see the data captured in Pabbly Connect, confirming that the webhook is working correctly.


3. Adding Notion as an Action in Pabbly Connect

Now that your webhook is configured, the next step is to add Notion as the action application in your Pabbly Connect workflow. Select ‘Notion’ as your action application and choose the action event ‘Create Database Item’. This action will allow you to add entries to your Notion database.

Click on ‘Connect Now’ to establish a connection with your Notion account. You will need to log into Notion and grant Pabbly Connect access to your Notion pages. Once connected, you can select the specific Notion database where you want to add the new items.

  • Choose the Notion database you want to update.
  • Map the fields from the webhook response to the corresponding fields in your Notion database.

This mapping ensures that all captured data from the webhook is correctly placed in your Notion database, creating a systematic record of inquiries.


4. Testing the Integration Workflow

With both the webhook trigger and Notion action set up, it’s time to test the entire workflow in Pabbly Connect. Submit a test inquiry through your web form to see if the data is captured and added to your Notion database. Ensure that all fields are filled out correctly in the form to test the mapping.

After submitting the form, go back to Pabbly Connect and check if the data appears in your Notion database. If everything is set up correctly, you should see the new entry reflecting the details submitted in the form.

This step is crucial as it confirms that the automation is functioning as intended. If there are any issues, double-check your webhook URL and the mapping of fields between the webhook and Notion.


5. Finalizing the Automation Process

Once the test is successful, your automation is ready to go live. Every time a new inquiry is submitted through the web form, Pabbly Connect will capture the response via the webhook and automatically create a new item in your Notion database. This streamlines your workflow by eliminating manual data entry.

To further enhance the automation, consider adding additional actions in Pabbly Connect, such as sending notifications or updating other databases. This flexibility allows you to customize the workflow to suit your needs.

By following these steps, you can effectively automate your customer inquiry management process, ensuring timely responses and organized record-keeping in Notion.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to create Notion database items from captured webhook responses. This automation simplifies the process of managing customer inquiries, making it efficient and systematic. By leveraging Pabbly Connect, you can integrate various applications seamlessly without any coding skills.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Upload Google Drive Files from Notion Database Using Pabbly Connect

Learn how to upload Google Drive files from your Notion database using Pabbly Connect. Step-by-step tutorial to automate file uploads seamlessly. 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


1. Introduction to Pabbly Connect for Uploading Google Drive Files

In this section, we will discuss how to use Pabbly Connect to automate the process of uploading Google Drive files from your Notion database. This integration is essential for users who want to streamline their workflow and save time.

Using Pabbly Connect, you can set up a trigger that detects when a new file is added to your Notion database and automatically uploads it to Google Drive. This is particularly useful for freelancers and teams managing multiple projects.


2. Setting Up Your Pabbly Connect Workflow

To get started with Pabbly Connect, you need to create a new workflow. First, log into your Pabbly Connect account and click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow something descriptive, like ‘Upload Google Drive Files from Notion Database’.

  • Log in to your Pabbly Connect account.
  • Click on the ‘Create Workflow’ button.
  • Name your workflow.

After naming your workflow, you will be prompted to set up a trigger. Select ‘Notion’ as your trigger application and choose the trigger event as ‘New Database Item’. This setup ensures that every time a new file is added to your Notion database, Pabbly Connect will activate the workflow.


3. Connecting Notion to Pabbly Connect

To connect your Notion account with Pabbly Connect, click on the ‘Connect’ button and then select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Notion databases. Make sure you are logged into your Notion account to simplify the process.

Once authorized, select the database from which you want to upload files. For instance, if your database is named ‘Project Files’, choose that from the dropdown menu. After selecting the correct database, click on ‘Allow Access’ to finalize the connection.

  • Click on ‘Connect’ and select ‘Add New Connection’.
  • Authorize Pabbly Connect to access your Notion account.
  • Select your database and click on ‘Allow Access’.

After establishing the connection, Pabbly Connect will be able to capture new items from your Notion database whenever they are added. This step is crucial for automating your file uploads to Google Drive.


4. Setting Up Google Drive as the Action Application

With your Notion connection established, the next step is to set Google Drive as the action application in Pabbly Connect. Select ‘Google Drive’ as the action application and choose the action event as ‘Upload File’. This instructs Pabbly Connect to upload files to Google Drive whenever a new item is detected in Notion.

To connect Google Drive, click on ‘Connect’ and select ‘Add New Connection’. You will need to sign in with your Google account and authorize Pabbly Connect to access your Google Drive. Once connected, you will be prompted to enter the folder ID where the files should be uploaded.

Select ‘Google Drive’ as the action application. Choose ‘Upload File’ as the action event. Authorize Pabbly Connect to access your Google Drive.

After providing the folder ID and mapping the file name from your Notion database, click on ‘Save and Send Test Request’. This will upload the file to your specified Google Drive folder, confirming that your automation is working correctly.


5. Testing Your Automation

Now that you have set up the integration between Notion and Google Drive using Pabbly Connect, it’s time to test your automation. Add a new file to your Notion database, such as a PDF or PNG file, and check if it uploads automatically to your Google Drive.

After adding the file, wait a few moments for Pabbly Connect to process the new entry. Since Notion uses a polling mechanism, it may take some time for the file to appear in Google Drive. Once the file appears, you can verify that the automation is functioning as intended.

With this setup, you can easily manage your project files and ensure that they are uploaded to Google Drive without manual intervention. This integration saves time and keeps your work organized.


Conclusion

In summary, using Pabbly Connect to upload Google Drive files from your Notion database automates the process efficiently. This integration not only saves time but also enhances organization for freelancers and teams managing multiple projects.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Automatically Add Fillout Form Responses in Microsoft Excel Using Pabbly Connect

Learn how to integrate Fillout forms with Microsoft Excel automatically using Pabbly Connect. Follow our step-by-step guide for seamless data management. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect to Automate Microsoft Excel

To automate the process of adding Fillout form responses in Microsoft Excel, first, you need to access Pabbly Connect. Go to the Pabbly Connect homepage and sign up for a free account if you are a new user or log in if you already have an account.

Once logged in, you will see the Pabbly dashboard where you can access all applications. From here, you can easily navigate to create a new workflow that integrates Fillout forms with Microsoft Excel.


2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to name your workflow; enter a descriptive name like ‘Fillout Form Responses in Microsoft Excel’. This will help you identify the workflow later.

  • Click on ‘Create’ to initiate the workflow.
  • Select the trigger application as Fillout.
  • Choose the trigger event as ‘New Submission’.

After setting up the trigger, you will be given a webhook URL. This URL needs to be added to your Fillout form settings to capture responses automatically.


3. Configuring Your Fillout Form with Pabbly Connect

Next, you need to configure your Fillout form to send data to Pabbly Connect. Log in to your Fillout account and navigate to the form you want to integrate. In the form settings, locate the webhook option and paste the webhook URL provided by Pabbly Connect.

  • Test the webhook connection to ensure it captures data correctly.
  • Save the changes in your Fillout form.

Once the webhook is set up, any new submission from your Fillout form will trigger the Pabbly Connect workflow, allowing you to automate the addition of responses into Microsoft Excel.


4. Mapping Data to Microsoft Excel in Pabbly Connect

With the webhook configured, the next step is to map the data to Microsoft Excel using Pabbly Connect. In your workflow, after the trigger step, add an action step and select Microsoft Excel as the application.

You will then select the action event as ‘Add Row’. This allows you to send the captured data from the Fillout form directly into a specific Excel sheet. Choose the workbook and worksheet you want to use for the data.


5. Testing Your Integration with Pabbly Connect

After mapping the data, it’s essential to test your integration to ensure everything works as expected. In Pabbly Connect, click on the ‘Test’ button to send a sample response from your Fillout form to Microsoft Excel.

Check your Excel sheet to confirm that the new data has been added successfully. This step verifies that your automation is functioning correctly. If everything looks good, you can finalize your workflow and start using it for real submissions.


Conclusion

Using Pabbly Connect, you can seamlessly automate the addition of Fillout form responses into Microsoft Excel. This integration streamlines your data management process, saving time and reducing errors.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Enroll Users in ThriveCart Learn+ on Instamojo Payments Using Pabbly Connect

Learn how to automate user enrollment in ThriveCart Learn+ using Instamojo Payments with Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start automating user enrollment in ThriveCart Learn+ using Instamojo Payments, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach the landing page.

Once on the Pabbly Connect page, you have two options: sign in or sign up for free. If you don’t have an account, click on the ‘Sign up for free’ button, which takes just two minutes. After signing in, you can access the dashboard to create your workflow.


2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow to reflect your objective, such as ‘Enroll Students in ThriveCart Learn+ on Instamojo Payments’. using Pabbly Connect

  • Select the folder to save your workflow.
  • Click on ‘Create’ to finalize your new workflow.

Your workflow will consist of two main parts: Trigger and Action. The Trigger will be set to Instamojo, while the Action will be set to ThriveCart Learn+.


3. Setting Up the Trigger with Instamojo in Pabbly Connect

In this step, you will set up the Trigger for your workflow. Search for Instamojo in the Trigger application section and select it. Choose the Trigger event as ‘New Sale’ to initiate the workflow when a new payment is recorded.

To connect Instamojo with Pabbly Connect, you will need to copy the Webhook URL provided. This URL acts as a bridge between Instamojo and Pabbly Connect.

  • Navigate to your Instamojo account and go to the product settings.
  • Paste the copied Webhook URL in the Advanced settings under Webhook URL.

After saving the settings in Instamojo, return to Pabbly Connect, where it will be waiting for a response from the Webhook.


4. Filtering Successful Payments in Pabbly Connect

After receiving the Webhook response, you can set up a filter to ensure that only successful payments trigger the enrollment process. In the Actions section, select ‘Filter by P’ as your action application. using Pabbly Connect

Set the filter condition by selecting the ‘Status’ from the Instamojo response and ensure it equals ‘Credit’. This means that the workflow will only proceed if the payment status indicates a successful transaction.

Click on ‘Save and Send Test Request’ to verify the filter condition. A positive response indicates that the filter is set up correctly.

With the filter in place, you can now set up the final action to enroll the student in ThriveCart Learn+.


5. Enrolling Students in ThriveCart Learn+ Using Pabbly Connect

The last step involves enrolling a new student in your ThriveCart Learn+ course. Search for ThriveCart Learn+ in the action application section and select it. Choose the action event as ‘Create New Student’.

To connect ThriveCart Learn+ with Pabbly Connect, you will need an API token. This token is generated from your ThriveCart Learn+ settings under API and Webhooks section.

Create a new API key and copy it. Paste the API key into Pabbly Connect to establish the connection.

Fill in the required details for the new student using the mapped data from the Instamojo response. After setting everything up, click on ‘Save and Send Test Request’ to finalize the enrollment. You should receive a positive response confirming the successful enrollment.


Conclusion

In this tutorial, we explored how to automate user enrollment in ThriveCart Learn+ using Instamojo Payments through Pabbly Connect. By following these steps, you can save time and enhance the customer experience with seamless integration.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate BigCommerce with Flodesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to create Flodesk subscribers in different segments based on BigCommerce orders using 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


Accessing Pabbly Connect for Integration

To create Flodesk subscribers in different segments based on BigCommerce orders, you need to access Pabbly Connect. First, open your browser and search for Pabbly Connect to reach the landing page.

Once on the landing page, you will see options to sign in or sign up. If you do not have an account, click on the ‘Sign Up for Free’ button. This process takes about two minutes, and you will receive 100 free tasks each month. If you already have an account, simply sign in to proceed.


Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start building your automation. Name your workflow as ‘Create Flodesk Subscriber in Different Segments based on BigCommerce Order’ to reflect its purpose. using Pabbly Connect

Next, select the folder where you want to save your workflow. Click on the folder tab to view available folders and select the one relevant to your Flodesk integration. Finally, click on the ‘Create’ button to initiate your workflow.


Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up the trigger. For this integration, the trigger application is BigCommerce. Search for BigCommerce and select it as your trigger application.

Next, choose the trigger event. The appropriate trigger event here is ‘New Order Created’. After selecting this, click on the ‘Connect’ button to establish a connection between BigCommerce and Pabbly Connect. You will need to provide a Client ID, Access Token, and Store Hash Key to complete this connection.

  • Open your BigCommerce account settings.
  • Navigate to Advanced Settings and select API.
  • Create a new API account and fill in the required scopes.

Once you have filled in all details, click on ‘Save’ to finalize the connection. This step ensures that when a new order is placed in BigCommerce, it will trigger the workflow in Pabbly Connect.


Adding Action Steps in Pabbly Connect

After setting up the trigger, you will need to add action steps to your workflow. The first action step is to retrieve the order details from BigCommerce. Select BigCommerce again as your action application and choose the action event ‘Get Order by ID’. using Pabbly Connect

Connect BigCommerce using the existing connection you created earlier, and map the Order ID from the trigger response. This mapping allows you to pull specific details from the order that was just created.

  • Select the action event ‘Get Product by Order ID’ to retrieve product details.
  • Map the relevant details from the previous responses to ensure accurate data retrieval.
  • Click on ‘Save and Send Test Request’ to verify the connection.

This process will ensure that you have all the necessary order details to create a subscriber in Flodesk.


Creating a Subscriber in Flodesk

Now that you have the order details, the next step is to create a subscriber in Flodesk. Select Flodesk as your action application and choose the action event ‘Create/Update Subscriber’.

Connect Flodesk with Pabbly Connect by clicking on ‘Add New Connection’. Grant the necessary permissions by clicking on ‘Allow’. Once connected, map the customer details such as email, first name, and last name from the previous BigCommerce response.

Select the option to send a confirmation email if desired. Click on ‘Save and Send Test Request’ to confirm that the subscriber is created successfully. Check Flodesk to ensure the new subscriber appears in your list.

This step finalizes the subscriber creation process, allowing you to effectively segment your audience based on their orders.


Segmenting Subscribers in Flodesk

The final step is to segment the newly created subscriber based on the order they placed. In Pabbly Connect, add another action step and select the ‘Lookup Table’ action event. This will allow you to define which segment the subscriber belongs to based on the product they ordered.

Fill in the lookup table with product names and their corresponding segment IDs from Flodesk. Map the product name received from the BigCommerce order to the lookup key. This enables you to identify the correct segment for each subscriber automatically.

Finally, add one last action step to add the subscriber to the identified segment in Flodesk. Use the action event ‘Add Existing Subscriber to Segment’ and map the segment ID from the lookup table. This ensures that subscribers are grouped correctly based on their orders, allowing for targeted email campaigns.


Conclusion

In this tutorial, we explored how to create Flodesk subscribers in different segments based on BigCommerce orders using Pabbly Connect. By following the steps outlined, you can automate the process of adding subscribers based on their purchase behavior, enhancing your email marketing strategy.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Using Pabbly Connect simplifies the integration of BigCommerce and Flodesk, enabling personalized communication with your customers. This automation not only saves time but also increases engagement with tailored email campaigns.

How to Send 80G Receipts on WhatsApp for Donations via Razorpay Using Pabbly Connect

Learn how to automate sending 80G receipts on WhatsApp for donations received via Razorpay using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To begin, access Pabbly Connect by visiting its homepage. This integration platform is essential for automating the process of sending 80G receipts to donors via WhatsApp after receiving donations through Razorpay.

Once on the homepage, you can sign in if you’re an existing user or sign up for free if you’re new. New users will receive 100 free tasks monthly, allowing them to explore the features of Pabbly Connect and test various automations.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow to automate the donation receipt process. Click on the ‘Create Workflow’ option and provide a name, such as ‘Send 80G Receipts on WhatsApp for Donations Received via Razorpay’.

  • Select the folder where you want to save the workflow.
  • Click on ‘Create’ to save your workflow.

Now, you will see two windows: one for the trigger and another for the action. The trigger will be Razorpay, which initiates the process when a payment is captured, while the action will involve Google Docs for generating the ATG certificate.


3. Setting Up the Trigger with Razorpay

In this step, you will set Razorpay as the trigger application in Pabbly Connect. Select the trigger event as ‘Payment Captured’ to ensure the workflow starts when a donation is received.

Copy the generated webhook URL provided by Pabbly Connect. Next, navigate to your Razorpay dashboard, and under ‘Accounts and Settings’, find the ‘Webhooks’ section. Here, create a new webhook by pasting the copied URL and selecting ‘Payment Captured’ as the active event.


4. Creating the ATG Certificate in Google Docs

Once the trigger is set, the next step is to create the ATG certificate using Google Docs through Pabbly Connect. Select Google Docs as your action application and choose the action event ‘Create Document from Template’.

Map the necessary fields from the Razorpay response to the Google Docs template. This includes donor name, email, amount, and other relevant details. By using a template, you can ensure that each document is personalized for the donor. The mapped fields will automatically populate the ATG certificate for each new donation.


5. Sending the ATG Certificate via WhatsApp

Finally, to send the generated ATG certificate to the donor, set up WhatsApp integration using Pabbly Connect and AI Sensi. Choose ‘Send Template Message’ as the action event.

Enter the required details such as the campaign name, donor’s phone number, and the PDF URL of the ATG certificate. This ensures that the donor receives a personalized thank you message along with their receipt. The entire process is automated, allowing you to efficiently manage donor communications.


Conclusion

Using Pabbly Connect, you can automate the entire process of sending 80G receipts on WhatsApp for donations received via Razorpay. This not only saves time but also enhances donor engagement through personalized communication.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Top 5 Google Sheets Automations with Pabbly Connect

Discover the top 5 Google Sheets automations using Pabbly Connect to enhance your productivity. Learn how to integrate various applications seamlessly. 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


1. Accessing Pabbly Connect for Google Sheets Automations

To start with automating Google Sheets, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and enjoy 100 tasks every month.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect to enter the automation interface. Here, you can create a workflow by clicking the ‘Create Workflow’ button, which prompts you to name your workflow and select a folder for organization.


2. Adding Elementor Form Responses to Google Sheets

In this automation, Pabbly Connect helps capture Elementor form responses directly into Google Sheets. Start by selecting Elementor as the trigger application and choose the ‘New Form Submission’ event. This setup ensures that every time a customer submits a form, the data is captured.

  • Select the trigger application as Elementor.
  • Choose the trigger event as New Form Submission.
  • Set up the webhook URL provided by Pabbly Connect.

After capturing the response, proceed to the action step by selecting Google Sheets and choosing ‘Add New Row’ as the action event. Map the fields from the Elementor form to the corresponding columns in your Google Sheets. Finally, test the connection to ensure everything works smoothly.


3. Adding Facebook Leads to Google Sheets Instantly

Next, we will automate the process of adding Facebook lead ads to Google Sheets using Pabbly Connect. Select Facebook Lead Ads as the trigger application and ‘New Lead Instant’ as the trigger event. This setup allows you to capture leads as soon as they are generated.

Connect your Facebook page and lead form to Pabbly Connect. Once the trigger is set up, you will receive a response containing lead details such as name, email, and phone number. For the action step, select Google Sheets and choose ‘Add New Row’ to store the lead information.

  • Select the spreadsheet where you want to store the leads.
  • Map the lead details to the appropriate fields in your sheet.
  • Click on ‘Save and Send Test Request’ to confirm the setup.

Once the test is successful, your Facebook leads will be automatically added to Google Sheets whenever a new lead is generated.


4. Adding WooCommerce Orders to Google Sheets

For this automation, Pabbly Connect will help you log WooCommerce orders into Google Sheets. Start by selecting WooCommerce as the trigger application and ‘New Order Created’ as the trigger event. This ensures that every time an order is placed, the details will be captured.

Connect WooCommerce to Pabbly Connect using the provided webhook URL. After the connection is established, you will receive an order response containing customer details and order specifics. In the action step, select Google Sheets and choose ‘Add New Row’ to log the order information.

Select the spreadsheet and sheet where order details will be recorded. Map the order fields such as Order ID, Customer Name, and Email. Test the setup by clicking ‘Save and Send Test Request’.

With this automation, every new WooCommerce order will be logged into your Google Sheets automatically, streamlining your order management process.


5. Sending Bulk SMS from Google Sheets

Finally, we will set up an automation to send bulk SMS messages using Pabbly Connect. Start by selecting ‘Schedule by Pabbly’ as the trigger application. Choose the ‘Schedule Workflow’ event to determine when the SMS will be sent.

After setting up the schedule, select Google Sheets as the action application and ‘Get Row’ as the action event. This allows you to retrieve the customer data from your Google Sheets. Map the required fields such as Name and Mobile Number for sending SMS.

Provide the range of customer data in your sheet. Add an action step to use Twilio for sending SMS messages. Map the message body and recipient number for SMS.

Once you run the workflow, all customers in your Google Sheets will receive the SMS simultaneously, enhancing your communication efficiency.


Conclusion

By utilizing Pabbly Connect, you can create powerful automations for Google Sheets that enhance productivity. This tutorial covered integrating various applications like Elementor, Facebook Lead Ads, WooCommerce, and SMS services seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.