Author: Rajpal Tomar

Learn how to create and send donation links using Pabbly Connect with Jotform and Razorpay in this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Jotform and Razorpay Integration

To create and send donation links using Jotform and Razorpay, you’ll first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

After signing in, you will see the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner. In the dialog box that appears, name your workflow, such as ‘Create and Send Donation Link on Jotform Submission Using Razorpay’. Then select a folder to save your workflow, for example, ‘Razorpay Automations’, and click ‘Create’.

---

2. Creating the Trigger for Jotform Submissions

In this section, we will create the trigger in Pabbly Connect to capture new submissions from Jotform. Click on the trigger application dropdown and select Jotform. For the trigger event, choose ‘New Response’. This setup ensures that every time a donor submits the form, Pabbly Connect will capture the response.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Jotform account and open the form you created for donations. Click on ‘Settings’, then ‘Integrations’, and search for ‘Webhooks’. Paste the copied webhook URL into the designated field and click on ‘Complete Integration’. This confirms the successful connection between Jotform and Pabbly Connect.

---

3. Creating a Payment Link in Razorpay

After setting up the trigger, the next step is to create a payment link using Razorpay through Pabbly Connect. Click on the action application dropdown and select Razorpay. For the action event, choose ‘Create Payment Link’.

Click on ‘Connect’ to establish a connection between Razorpay and Pabbly Connect. You will need to enter your Razorpay Key ID and Key Secret, which can be found in your Razorpay account under API settings. Once connected, you can map the amount from the Jotform submission to the Razorpay payment link.

• Map the amount from Jotform to Razorpay.
• Set the currency type (e.g., INR).
• Provide a description for the payment link.

Make sure to add any necessary parameters like the expiration time for the payment link. This ensures that the link is valid only for a specified period, enhancing the security of your payment process.

---

4. Sending Email Notifications via Gmail

Once the payment link is created, the next step is to send an email notification to the donor using Gmail through Pabbly Connect. Add another action step and select Gmail as the action application. Choose ‘Send Email’ as the action event.

Click on ‘Connect’ to link your Gmail account with Pabbly Connect. After authorization, you’ll need to fill in the recipient’s email address. Map this field to the email address captured from the Jotform submission. Customize your email subject and content to include the payment link generated from Razorpay.

Set the subject of the email (e.g., ‘Thank You for Your Donation’). Compose the email body, including donor details and the payment link. Click on ‘Save and Send Test Request’ to verify.

After sending the test email, check your Gmail account to confirm that the email has been received with the payment link attached, completing the integration process.

---

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Jotform with Razorpay and Gmail effectively. By automating the process of creating donation links and sending them via email, you can enhance your donor experience significantly.

Utilizing Pabbly Connect allows for seamless integration across multiple applications, streamlining your workflow and ensuring timely communication with your donors.

With this setup, you can easily manage donations and maintain a professional approach in engaging with your supporters. Start using Pabbly Connect today to automate your donation processes!

Learn how to seamlessly sync your Notion database with Google Calendar using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To sync your Notion database with Google Calendar, start by accessing Pabbly Connect. This integration platform allows you to automate tasks between different applications seamlessly. 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 receive 100 tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. Here, select the option to create a new workflow, which is essential for setting up your automation between Google Calendar and Notion. Follow the prompts to initiate the process.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the button labeled ‘Create Workflow’ located in the top right corner of the dashboard. A dialog box will appear, prompting you to enter a name for your workflow. You can name it ‘Sync Notion Database with Google Calendar Using Pabbly Connect’ for clarity. using Pabbly Connect

• Enter the workflow name.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see two main sections: Trigger and Action. The trigger application will be Google Calendar, and the action application will be Notion. This structure is crucial for setting up your automation.

---

3. Setting Up the Trigger with Google Calendar

Now that you have your workflow ready, the next step is to set up the trigger. Click on the arrow in the trigger section and select Google Calendar as your trigger application. The trigger event you need to choose is ‘New Event’. This selection ensures that every time you create a new event in Google Calendar, it will trigger the automation in Pabbly Connect.

After selecting the trigger application and event, click on ‘Connect’ to link your Google Calendar with Pabbly Connect. You will be prompted to add a new connection. Click on ‘Sign in with Google’ and allow the necessary permissions to authorize the connection.

---

4. Mapping Data to Notion Database

With the trigger set up, the next step is to configure the action that will send data to Notion. In the action application section, select Notion and choose the action event as ‘Create Database Item’. Again, click on ‘Connect’ to establish a link between Pabbly Connect and your Notion account. using Pabbly Connect

Once connected, you will need to select the database where the event details will be stored. Choose the appropriate database and map the required fields. This includes the event title, date, description, and status. By mapping these fields, you ensure that the data from Google Calendar flows correctly into Notion.

• Select the database in Notion.
• Map the title, date, and description fields.
• Set the status to confirmed.

After mapping the data, save and send a test request to verify that the integration works as expected. You should see a positive response indicating that a new item has been created in your Notion database.

---

5. Finalizing the Integration Process

Now that you have set up both the trigger and action, it’s time to finalize the integration. After sending the test request, check your Notion database to confirm that the new event item has been created successfully. You should see the event details including the title, date, and description as specified in your Google Calendar.

This automation process demonstrates how Pabbly Connect effectively synchronizes data between Google Calendar and Notion. By following these steps, you can ensure that any new events created in your Google Calendar are automatically reflected in your Notion database, streamlining your workflow.

---

Conclusion

In this tutorial, we explored how to sync your Notion database with Google Calendar using Pabbly Connect. By setting up triggers and actions, you can automate your workflow and enhance productivity. This integration allows for seamless data flow between applications, making it easier to manage your events.

Learn how to set up a webhook inside HubSpot using Pabbly Connect. This detailed tutorial covers all necessary steps to integrate HubSpot with Pabbly Connect effectively.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Webhook Inside HubSpot with Pabbly Connect

To set up a webhook inside HubSpot using Pabbly Connect, start by accessing your Pabbly Connect account. This platform is essential as it acts as a bridge between HubSpot and other applications, allowing seamless data transfer. In this tutorial, we will focus on sending new form submission details to Pabbly Connect whenever a form is submitted in HubSpot.

Begin by selecting HubSpot as your trigger application in Pabbly Connect. Choose the trigger event ‘New Form Submission’. This event initiates the process whenever a new form submission occurs in HubSpot, enabling you to capture the relevant data automatically.

---

2. Copying the Webhook URL from Pabbly Connect

Once you’ve selected the trigger event in Pabbly Connect, a webhook URL will be generated. This URL is crucial as it connects your HubSpot account with Pabbly Connect. Make sure to read the instructions provided along with the webhook URL carefully.

Next, navigate to your HubSpot account and follow these steps to utilize the webhook URL:

• Go to Automations in HubSpot.
• Select Workflows and create a new workflow from scratch.
• Set the trigger event to match the one you configured in Pabbly Connect.

By following these steps, you will successfully set up the connection between HubSpot and Pabbly Connect, enabling data capture from form submissions directly.

---

3. Configuring the Workflow in HubSpot

After establishing the trigger, it’s time to configure the action in your HubSpot workflow. In the workflow editor, click on the plus button to add a new action. Select ‘Data Operations’ and then choose ‘Send a Webhook’. This action will send the data captured from form submissions to the webhook URL you obtained from Pabbly Connect.

In the action configuration, set the method to POST and paste the webhook URL from Pabbly Connect. Save your settings, and give your workflow a name, such as ‘New Form Submission Workflow’. This naming helps you identify the workflow easily later on.

Finally, review and publish your workflow to activate it. Ensure that the workflow is turned on, which confirms that HubSpot and Pabbly Connect are now linked and ready to transfer data upon each new form submission.

---

4. Testing the Integration with Pabbly Connect

With the workflow set up, it’s crucial to test the integration to ensure everything is functioning correctly. Go back to your HubSpot account and navigate to the forms section. Open the form you created for submissions and perform a test submission. using Pabbly Connect

Fill in the form with sample data, such as:

• Email: [email protected]
• First Name: Current
• Last Name: User

After submitting the form, check your Pabbly Connect account to see if the data has been received. You should see the details of the form submission captured successfully, confirming that the integration is working as intended.

---

5. Conclusion: Successful Integration with Pabbly Connect

In conclusion, setting up a webhook inside HubSpot using Pabbly Connect allows you to automate the data transfer process efficiently. By following the steps outlined in this tutorial, you can ensure that every new form submission is captured and sent to your desired applications through Pabbly Connect.

This integration not only streamlines your workflow but also enhances your CRM capabilities, making it easier to manage and utilize collected data effectively. Remember, with Pabbly Connect, you can create various automations beyond just HubSpot, connecting multiple applications seamlessly.

Learn how to add Facebook leads to Moosend as subscribers using Pabbly Connect. This detailed tutorial covers all steps and processes for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start the process of adding Facebook leads to Moosend, you need to access Pabbly Connect. This platform is essential for automating the integration between Facebook Lead Ads and Moosend.

Visit the Pabbly Connect homepage by entering the URL in your browser. You will see options to sign in or sign up. New users can click on ‘Sign Up Free’ to create an account and receive 300 tasks every month for free, while existing users can simply sign in.

---

2. Creating a New Workflow in Pabbly Connect

Once signed in, you will be directed to the Pabbly Connect dashboard. Here, you will create a new workflow to connect Facebook Lead Ads with Moosend. Click on the ‘Create Workflow’ button located at the top right corner. using Pabbly Connect

• Name your workflow as ‘Add Facebook Leads to Moosend as Subscriber with Custom Fields’.
• Choose a folder to save your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow.

Your workflow is now set, and you can move on to setting up the trigger for this automation.

---

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set the trigger application as Facebook Lead Ads. Select ‘Facebook Lead Ads’ as the trigger application and choose the trigger event as ‘New Lead Instant’. This ensures that whenever a new lead is generated, Pabbly Connect captures the response immediately.

To connect your Facebook Lead Ads account, click on ‘Connect’ and select ‘Add New Connection’. Authorize Pabbly Connect to access your Facebook account. After successful authorization, select your Facebook page, which should be the one associated with your lead ads.

---

4. Configuring the Action in Pabbly Connect

Now that your trigger is set, it’s time to configure the action application, which will be Moosend. Choose ‘Moosend’ as the action application and set the action event to ‘Add New Subscriber with Custom Fields’.

To connect Moosend with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter your API key from your Moosend account. To obtain the API key, log in to Moosend, navigate to ‘Settings’, and generate a new API key. Copy this key and paste it into Pabbly Connect.

• Select your mailing list in Moosend.
• Map the fields from Facebook Lead Ads to Moosend, including name, email, and phone number.
• Click on ‘Save and Send Test Request’ to verify the connection.

After successfully mapping the fields, check your Moosend account to confirm that the new subscriber has been created.

---

5. Testing the Integration with Pabbly Connect

To ensure that your integration is working correctly, you need to test it by generating a new lead in Facebook Lead Ads. Go to the lead testing tool in your Meta for Developers account, select your page and form, and click on ‘Preview’ to create a test lead.

Fill out the form with dummy data and submit it. After submitting, return to your Pabbly Connect window and check for the response. If successful, you should see the new lead information captured by Pabbly Connect.

Delete the previous test lead if necessary to create a new one. Refresh your Moosend account to verify the new subscriber. Confirm that the test lead appears with the correct details.

With these steps completed, you have successfully tested the integration between Facebook Lead Ads and Moosend using Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to seamlessly integrate Facebook leads into Moosend as subscribers using Pabbly Connect. By following these steps, you can automate the process of adding new leads to your mailing list, enhancing your marketing efforts.

Learn how to integrate Airtable with Telegram using Pabbly Connect to automatically share images from Airtable records to your Telegram group. 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 Airtable and Telegram Integration

To share images from Airtable records to Telegram, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by searching for its URL.

Once on the homepage, you will see options to sign in or sign up. If you are new, click on ‘Sign Up Free’ to get 100 free tasks every month. Existing users can simply sign in to their accounts.

---

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner.

• Name your workflow as ‘Share Images from Airtable Records to Telegram’.
• Select a folder for your workflow, or create a new one if necessary.
• Click on the ‘Create’ button to finalize your workflow setup.

Now, you will see that your workflow has been successfully created. The next step is to set up the trigger application, which will be Airtable in this case.

---

3. Setting Up the Trigger with Airtable

To initiate the automation process, select Airtable as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Record’. This means that whenever a new record is added in Airtable, the automation will be activated.

Next, you need to connect your Airtable account. Click on ‘Connect’, then select ‘Add New Connection’. You will be prompted to add your Airtable base. Make sure you have already created a base in Airtable, like ‘Social Media Posts’.

• Select your base from the dropdown menu.
• Grant access to Pabbly Connect for your Airtable data.
• Choose the specific table, such as ‘Telegram’, where the images will be stored.

After successfully setting up the trigger, test it by adding a new record with an image to ensure everything is functioning properly.

---

4. Configuring the Action with Telegram

Now that the trigger is set, the next step is to configure the action application, which is Telegram. Select Telegram Bot as your action application in Pabbly Connect. Choose the action event as ‘Send a Photo’. This will allow images from Airtable to be sent to your Telegram group.

To connect your Telegram bot, click on ‘Connect’ and select ‘Add New Connection’. You will need a token to authenticate your bot. To get this token, use the BotFather on Telegram to create a new bot.

Type ‘/newbot’ in the BotFather chat to create a new bot. Follow the prompts to name your bot and create a unique username. Copy the token provided by BotFather and paste it into Pabbly Connect.

Once the connection is established, you will need to specify the chat ID for your Telegram group where the images will be sent.

---

5. Finalizing the Integration and Testing

After entering the chat ID in Pabbly Connect, you can now map the data from Airtable to Telegram. For the caption, you can use the same caption as in your Airtable record by mapping it dynamically.

Next, for the image URL, map the image field from the previous Airtable step. Ensure you configure any additional settings required, such as notification preferences.

Click on ‘Save and Send Test Request’ to check if everything is working. Verify that the image and caption appear in your Telegram group. If successful, your automation is now complete!

Finally, test the entire automation by adding a new record in Airtable with an image. Check your Telegram group after a few minutes to see if the image has been shared successfully.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sharing images from Airtable records to a Telegram group. By following the steps outlined, you can ensure seamless integration and efficient sharing of your content.

Learn how to automatically share digital downloads after Stripe payments using Pabbly Connect. Step-by-step guide to integrate Google Drive and Stripe for seamless sharing. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

Accessing Pabbly Connect for Integration

To automatically share digital downloads after a successful Stripe payment, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. If you are a new user, signing up will give you 100 free tasks every month.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on Pabbly Connect to begin creating your workflow. This platform is essential for connecting Stripe and Google Drive to facilitate the automatic sharing process.

---

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow something like ‘Automatically Share Digital Downloads on Successful Stripe Payment’. Choose a folder to save your workflow, such as ‘Automations’.

In this workflow, you will set up a trigger and an action. The trigger will be from Stripe, specifically the event of a new charge. This means that every time a payment is processed through Stripe, Pabbly Connect will initiate the workflow to share the digital download.

---

Setting Up the Stripe Trigger in Pabbly Connect

To set up the Stripe trigger in Pabbly Connect, select Stripe as your trigger application and choose the event ‘New Charge’. You will be provided with a webhook URL which you need to copy. This URL is crucial as it connects your Pabbly workflow with your Stripe account.

Next, log into your Stripe account and navigate to the Developers section. Here, go to Webhooks and click on ‘Add Endpoint’. Paste the copied webhook URL into the endpoint URL field. You can leave the description blank and set the version to the latest API. Select the event ‘Charge Succeeded’ to ensure that your workflow triggers only when a payment is successfully processed.

---

Testing the Stripe Integration with Pabbly Connect

Once you have set up the Stripe trigger, it’s time to test the integration. You can do this by using your Stripe payment link. Open the payment link in a new tab and enter the required details to complete a purchase. Make sure to use a valid email address to receive the digital download.

• Enter your email address for the purchase.
• Fill in the billing information including address and card details.
• Click on subscribe to process the payment.

After completing the payment, check back in Pabbly Connect to confirm that the workflow has captured the response. You should see all the payment details, confirming that the trigger has successfully activated.

---

Setting Up Google Drive Action in Pabbly Connect

Now that the Stripe trigger is working, you need to set up the action in Pabbly Connect to share the digital download via Google Drive. Select Google Drive as your action application and choose the action event ‘Share a File’. This action will allow you to send the PDF file to the customer after payment confirmation.

To connect your Google Drive account, click on ‘Connect’ and either select an existing connection or add a new one. If creating a new connection, sign in to your Google account and grant the necessary permissions. After that, you will need to specify the file ID of the PDF you wish to share, ensuring that it corresponds to the Java notes PDF in your Google Drive.

For the email field, map the billing email from the Stripe trigger response. This mapping ensures that the email is dynamically updated with each new payment, allowing the correct customer to receive the PDF. Finally, set the role to ‘Viewer’ and save your settings.

---

Conclusion

In this tutorial, we explored how to automatically share digital downloads on successful Stripe payments using Pabbly Connect. By integrating Stripe with Google Drive, you can streamline your digital product delivery process efficiently. This setup ensures that every customer receives their purchased content seamlessly, enhancing their experience.

Learn how to create a Salesforce contact automatically from Elementor form submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To create a Salesforce contact on Elementor form submission, you first need to access Pabbly Connect. Start by visiting the Pabbly website and clicking on the ‘Sign In’ button if you’re an existing user or ‘Sign Up for Free’ if you are new. New users can explore with 100 free tasks monthly.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect. This takes you to your dashboard where you can start creating your workflow for integration.

---

2. Creating the Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive name like ‘Create Salesforce Contact on Elementor Form Submission’ and choose a folder for it. Click ‘Create’ to proceed.

• Name your workflow clearly for easy identification.
• Select the appropriate folder to keep your workflows organized.

Now, you are in the workflow window where you will set the trigger and action. The trigger will be Elementor, as you want this automation to start with a new form submission. Select Elementor as your trigger application and choose the ‘New Form Submission’ event.

---

3. Setting Up Elementor for Pabbly Connect

With the trigger set, Pabbly Connect provides you a webhook URL. Copy this URL as you will need it to connect Elementor to your workflow. Now, log into your WordPress account where Elementor is installed.

Navigate to the Elementor form you wish to connect. In the form settings, go to ‘Actions After Submit’ and add a new action by searching for ‘Webhook’. Paste the copied webhook URL into the designated field and click ‘Update’ to save your changes.

---

4. Testing the Integration with Pabbly Connect

After setting up the webhook in Elementor, it’s time to test the integration. Go back to your Elementor form and do a test submission. Fill in the fields with sample data, such as first name, last name, email, and contact number, then click ‘Send’.

Once the submission is successful, return to Pabbly Connect to check if the response has been captured. You should see the details of your test submission, confirming that the trigger worked correctly.

• Make sure to enter valid data to check the functionality.
• Verify that all required fields are correctly mapped in Pabbly Connect.

If the response is captured, proceed to the action step, where you will select Salesforce as your action application.

---

5. Creating a Contact in Salesforce

In this step, you will finalize the action setup in Pabbly Connect. Select Salesforce as the action application and choose the ‘Create Contact’ action event. Connect your Salesforce account by allowing Pabbly Connect the necessary permissions.

Next, you will map the fields from the Elementor submission to Salesforce. This ensures that the data from your form is accurately transferred. Map the first name, last name, email, and contact number fields accordingly. Once all fields are mapped, click on ‘Save and Send Test Request’.

Check your Salesforce account to confirm that a new contact has been created with the details you submitted. If successful, your integration is complete, and you can repeat the process for additional test submissions to ensure everything is working smoothly.

---

Conclusion

In this tutorial, we demonstrated how to create a Salesforce contact automatically from Elementor form submissions using Pabbly Connect. With just a few steps, you can streamline your data collection and management processes efficiently.

Learn how to automate ClickUp tasks from Facebook Lead Ads using Pabbly Connect. Follow this detailed tutorial to streamline your lead management process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create ClickUp tasks with custom fields for Facebook leads, we first need to access Pabbly Connect. This integration platform allows us to automate workflows between Facebook Lead Ads and ClickUp seamlessly.

Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and get access to 1000 tasks every month. Existing users should sign in to their accounts. Once signed in, you will see the dashboard where you can manage your integrations.

---

2. Creating a Workflow in Pabbly Connect

To set up the integration, we need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow: ‘Create ClickUp Task with Custom Fields for Facebook Leads’.
• Select a folder to save the workflow, such as ‘Facebook Leads Automations’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This will initiate the workflow setup process, where you will define the trigger and action steps for the automation.

---

3. Setting Up the Trigger with Facebook Lead Ads

The first step in our automation is to set up the trigger. Click on the ‘Trigger’ section in Pabbly Connect and select ‘Facebook Lead Ads’ as the trigger application.

For the trigger event, choose ‘New Lead Instant’. This configuration means that every time a new lead is generated via Facebook Lead Ads, it will trigger the workflow. Click on ‘Connect’ to link your Facebook account with Pabbly Connect.

• Authorize your Facebook account.
• Select the Facebook page associated with your leads.
• Choose the lead generation form you have created.

After setting up the trigger, you will need to test it to ensure it captures the lead data correctly. Generate a test lead using the Facebook Lead Ads testing tool to confirm that Pabbly Connect captures the information successfully.

---

4. Setting Up the Action to Create ClickUp Tasks

Once the trigger is successfully set up, it’s time to define the action step. Click on the ‘Action’ section in Pabbly Connect and select ‘ClickUp’ as the action application.

For the action event, choose ‘Create Task with Custom Fields’. This action will create a new task in your ClickUp account with the details of the lead captured from Facebook.

Connect ClickUp by entering your API token. Select the workspace and space where the task will be created. Map the lead details such as name, email, and phone number into the task description.

After mapping the fields, save the configuration and send a test request to ensure that a task is created in ClickUp as expected.

---

5. Testing the Integration

To finalize the setup, we need to test the integration thoroughly. After setting up the action in Pabbly Connect, generate another test lead using the Facebook Lead Ads testing tool.

Once the test lead is generated, check your ClickUp account to confirm that a new task has been created with the correct details. The task should include the name, email, phone number, and any custom fields you configured.

Verify that the task title reflects the new lead received. Ensure the task description contains the lead information. Check that custom fields like source are correctly populated.

If everything is set up correctly, your integration will now automatically create tasks in ClickUp whenever a new lead is generated through Facebook Lead Ads, streamlining your lead management process.

---

Conclusion

This tutorial demonstrated how to create ClickUp tasks with custom fields for Facebook leads using Pabbly Connect. By following these steps, you can automate your lead management effectively and enhance productivity.

Learn how to automate document creation from Google Forms responses and share them on Slack using Pabbly Connect. This step-by-step tutorial covers all necessary integrations.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Google Forms and Slack Integration

To start automating document creation from Google Forms responses, first, access Pabbly Connect. Sign in to your account or create a new one for free, which allows you to utilize 100 tasks monthly at no cost.

Once logged in, navigate to the dashboard. Click on the button labeled ‘Create Workflow’ to initiate the process. You will be prompted to name your workflow, so enter something like ‘Create Docs for Google Forms Responses and Share on Slack’ and select a folder to save it in.

---

2. Setting Up the Trigger in Pabbly Connect with Google Forms

The next step involves setting up the trigger for your workflow in Pabbly Connect. For this integration, select Google Forms as your trigger application. Choose the event ‘New Response Received’ to capture responses from your Google Forms.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for further setup.

After copying the webhook URL, link it to your Google Form by opening the form, navigating to the Responses tab, and clicking on ‘Link to Sheets’. Create a new spreadsheet to ensure responses are recorded there, which will enable Pabbly Connect to capture them automatically.

---

3. Generating Content with Google Gemini via Pabbly Connect

With the trigger set, it’s time to add an action step using Pabbly Connect. Select Google Gemini as your action application, and choose ‘Generate Content’ as the action event. This will allow you to create a summary of the feedback received through the Google Form.

To establish a connection, you’ll need to provide an API key from Google AI Studio. After obtaining the key, input it into Pabbly Connect. Next, map the relevant fields from the previous step, such as customer feedback and ratings, to generate a concise conclusion.

• Select Google Gemini as the action application.
• Choose ‘Generate Content’ as the action event.
• Map data from the Google Form to create a dynamic summary.

Once you have configured these settings, test the action to ensure that the content is generated correctly. This will provide a summary based on the feedback received from your customers.

---

4. Creating Documents in Google Docs Using Pabbly Connect

After generating the content summary, the next step is to create a document in Google Docs. In this step, select Google Docs as your action application in Pabbly Connect and choose ‘Create Document from Template’ as the action event.

Before proceeding, ensure you have a document template ready in Google Docs. Choose the template you wish to use and map the fields from the previous steps, such as customer name, feedback, and the generated conclusion, into the template placeholders.

Select Google Docs as the action application. Choose ‘Create Document from Template’ as the action event. Map customer feedback and generated content into the template.

Once the document is created, you will receive a document ID, confirming successful creation. This document will store all relevant information gathered from the Google Form responses.

---

5. Sharing Documents on Slack Using Pabbly Connect

The final step is to share the newly created document on Slack. In Pabbly Connect, add another action step and select Google Drive as your application, then choose ‘Share File with Anyone’ as the action event. This step ensures that the document is accessible to your team.

Map the document ID from the previous step to allow sharing. After setting this up, you can add another action step to send a message on Slack. Choose Slack as your action application and select ‘Send Channel Message’ as the action event. This will notify your team about the new document.

Select Google Drive as the action application. Choose ‘Share File with Anyone’ as the action event. Select Slack to send a message about the document.

Once you have configured these actions, test the entire workflow to ensure that the document is shared successfully on Slack, allowing your team to access customer feedback efficiently.

---

Conclusion

In this tutorial, we demonstrated how to create documents from Google Forms responses and share them on Slack using Pabbly Connect. This seamless integration allows businesses to automate their feedback process, ensuring timely communication and documentation of customer insights.

Learn how customer support teams can enhance productivity through automation using Pabbly Connect. Step-by-step guide on integrating WhatsApp, Google Sheets, and more. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To begin boosting productivity with automation, you need to access Pabbly Connect. Start by searching for ‘Pabbly.com/sl/connect’ in your browser. This will take you to the landing page where you can either sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to get 100 tasks free every month. Existing users should click on ‘Sign In’ to access the dashboard. Once logged in, navigate to the Pabbly Connect dashboard to create your automation workflows.

---

2. Creating Workflows in Pabbly Connect

After accessing Pabbly Connect, you can create automation workflows that enhance customer support. Click on the ‘Create Workflow’ button to start. You can name your workflow and select a folder to save it in.

• Click ‘Create Workflow’
• Name your workflow
• Select a folder to save

Once your workflow is created, you can start integrating various applications like Google Forms and Gmail through Pabbly Connect. This allows for seamless communication and automation of customer feedback responses.

---

3. Automating Feedback Responses with Google Forms

Using Pabbly Connect, you can automate responses based on customer feedback received from Google Forms. Set Google Forms as your trigger application and select ‘New Response Received’ as the trigger event.

After setting up the trigger, Pabbly Connect provides a webhook URL to connect Google Forms with your workflow. Capture the response data, including customer ratings, and set conditions to send personalized email replies based on the ratings received.

• Select Google Forms as trigger application
• Choose ‘New Response Received’
• Use webhook URL to connect

By implementing conditions in Pabbly Connect, you can send tailored responses to customers based on their feedback ratings, enhancing customer satisfaction.

---

4. Sending WhatsApp Messages from Google Sheets

Another effective way to utilize Pabbly Connect is by sending WhatsApp messages directly from Google Sheets. Start by setting Google Sheets as your trigger application and select ‘New or Updated Spreadsheet Row’ as the trigger event.

Once the connection is established, you can use the WhatsApp Cloud API to send messages. Choose ‘Send Template Message’ as the action event and map the recipient’s mobile number and message content to personalize the communication.

Select Google Sheets as trigger application Choose ‘New or Updated Spreadsheet Row’ Set WhatsApp Cloud API as action application

This automation allows customer support teams to efficiently communicate with customers, ensuring that they receive timely updates and responses through WhatsApp.

---

5. Building an AI Chatbot for WhatsApp

Utilizing Pabbly Connect, you can also create an AI chatbot for WhatsApp. Start by selecting your trigger application as WhatsApp and configure the webhook to connect to your chatbot service.

Once the initial setup is complete, you can implement filters to ensure that the chatbot responds only to specific messages. By integrating with a chatbot service, Pabbly Connect automates replies based on customer inquiries, enhancing the overall customer experience.

Select WhatsApp as trigger application Configure the webhook for chatbot Set filters for specific responses

This automation not only saves time but also ensures that customers receive immediate assistance, significantly boosting the productivity of customer support teams.

---

Conclusion

Using Pabbly Connect, customer support teams can effectively boost productivity through automation. By integrating applications like WhatsApp and Google Sheets, teams can streamline communication and enhance customer satisfaction.