Author: Rajpal Tomar

Learn how to automate sending work anniversary wishes on Google Chat from Google Sheets using Pabbly Connect. Step-by-step guide with detailed instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect to Automate Google Chat Messages

To automate sending work anniversary wishes on Google Chat from Google Sheets, you first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. Here, you can sign in if you are an existing user or create a new account if you are new to the platform.

Once logged in, you will be directed to the dashboard. This is the central hub where you can manage your workflows. Click on the ‘Create Workflow’ button to begin setting up the automation process. You will need to name your workflow, for example, ‘Post Work Anniversary Wishes on Google Hangouts from Google Sheets’.

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2. Setting Up Triggers and Actions in Pabbly Connect

In this step, you will define the trigger and action for your workflow. The trigger will be the event that starts the automation. Since you want to send anniversary wishes daily, select ‘Schedule’ as your trigger application. This allows the workflow to run at a specific time every day. using Pabbly Connect

• Choose ‘Every Day’ as the schedule frequency.
• Set the time to 9:00 AM for the trigger.

After saving the trigger settings, the next action will be to fetch the current date using the ‘Date Time Formatter’. This will help in matching the current date with the work anniversary dates stored in Google Sheets. Select the action event as ‘Current Date’ and save the settings.

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3. Fetching Employee Data from Google Sheets

To send the work anniversary wishes, you need to retrieve employee data from Google Sheets. Add another action step in Pabbly Connect by selecting ‘Google Sheets’ as the action application. Choose the action event ‘Lookup Spreadsheet Rows’ to search for matching work anniversary dates.

Connect your Google Sheets account by selecting an existing connection or creating a new one. You will then need to specify the spreadsheet name and the sheet where the employee data is stored. Ensure you set the lookup column to the one that contains the work anniversary dates.

• Map the current date to the lookup value.
• Enable advanced response to handle multiple anniversaries on the same day.

After setting this up, you can test the action to confirm that it fetches the correct employee details based on the current date.

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4. Sending Messages on Google Chat Using Pabbly Connect

Once you have the employee details, the next step is to send the work anniversary wishes via Google Chat. Add another action step and select ‘Google Hangouts’ as the action application. For the action event, choose ‘Create Message’ to send the customized message to the Google Chat space.

You will need to provide the chat webhook URL, which can be obtained by setting up a webhook in your Google Chat space. After copying the URL, paste it into the appropriate field in Pabbly Connect. Then, customize the message to include the employee’s name and a congratulatory note.

Frame the message to appreciate the employee’s contributions. Map the employee’s name dynamically in the message.

Finally, test the action to ensure that the message is sent correctly to the Google Chat space. This confirms that your integration is functioning as intended.

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5. Finalizing the Workflow in Pabbly Connect

After successfully setting up all the steps, review your workflow in Pabbly Connect. Ensure that the trigger for scheduling, fetching the current date, retrieving employee data from Google Sheets, and sending messages via Google Chat are all correctly configured. This workflow will now automate the process of sending work anniversary wishes daily.

Once you are satisfied with the setup, activate the workflow. From now on, every day at 9:00 AM, Pabbly Connect will automatically check for any employee work anniversaries and send the appropriate messages without any manual intervention. This automation saves time and ensures that no employee is overlooked on their special day.

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Conclusion

By using Pabbly Connect, you can easily automate the process of sending work anniversary wishes on Google Chat from Google Sheets. This integration streamlines communication and enhances employee recognition without any coding skills required.

Learn how to post birthday wishes on a Slack channel from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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1. Accessing Pabbly Connect for Integration

To post birthday wishes on a Slack channel from Google Sheets, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the landing page.

Here, you will see options to sign in or sign up for free. As an existing user, click on the sign-in button. If you are new, choose the sign-up option to get started. Once logged in, navigate to the dashboard by clicking on ‘Access Now’ under Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate birthday wishes. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. Name your workflow something like ‘Post Birthday Wishes on Slack Channel from Google Sheets’.

• Choose a folder to save your workflow, for example, ‘Auto Greetings’.
• Click on ‘Create’ to move to the next step.

After creating the workflow, you will see options for setting up triggers and actions. Pabbly Connect allows you to define these to automate your process effectively.

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3. Setting Up Trigger and Action in Pabbly Connect

Now, set up the trigger for your workflow. Choose ‘Schedule by Pabbly’ to run your workflow every day at 8:00 AM. Click on ‘Save’ to schedule the workflow.

Next, you will need to fetch the current date for comparison. Select ‘Date Time Format by Pabbly’ as the action event to retrieve the current date. Choose the basic format as dd-mm-yy and click on ‘Save and Send Test Request’. You should see today’s date as a response.

• Add another action step to look up employee details in Google Sheets.
• Select Google Sheets as your action application and the action event as ‘Lookup Spreadsheet Rows’.

With Pabbly Connect, you can seamlessly fetch employee details based on their birthdays.

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4. Fetching Employee Details from Google Sheets

In this step, you will connect Pabbly Connect to Google Sheets. Sign in with your Google account and allow access. Select the spreadsheet containing employee details and the specific sheet.

For the lookup column, choose the birthday column (D) to match with the current date. You will need to split the date format to ensure it matches the Google Sheets format. Use ‘Text Format by Pabbly’ to split the date into day, month, and year.

Map the date values accordingly and test the request. Process the arrays using ‘Iterator by Pabbly’ to handle multiple employee records.

This allows you to prepare the workflow for sending personalized birthday wishes through Pabbly Connect.

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5. Sending Birthday Wishes on Slack Channel

Now that you have the employee details, it’s time to send birthday wishes via Slack. Search for Slack in the action application and select ‘Send Channel Message’ as the action event.

Connect Pabbly Connect to Slack by entering your Slack token. Map the employee’s email to fetch their username, which will be used to tag them in the birthday message.

Select the Slack channel where you want to send the message. Compose your birthday message and include the tagged username.

Once everything is set, click ‘Save and Send Test Request’. If successful, you will see the birthday message appear in your selected Slack channel. This confirms that your integration is working perfectly with Pabbly Connect.

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Conclusion

This tutorial demonstrated how to post birthday wishes on a Slack channel from Google Sheets using Pabbly Connect. By following these steps, you can automate birthday messages effortlessly, ensuring no employee misses their special day.

Learn how to automate adding Canny comments to Google Sheets using Pabbly Connect. 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.

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1. Accessing Pabbly Connect for Integration

To begin the process of adding Canny comments to Google Sheets, you must first access Pabbly Connect. Start by visiting the Pabbly Connect website where you can sign up or log in if you already have an account. This platform is essential as it enables the automation between Canny and Google Sheets.

Once logged in, you will see various applications available. Click on the option for Pabbly Connect to enter the dashboard where you can create a new workflow for your integration. This is the first step in facilitating the connection between your Canny comments and Google Sheets.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard. You will be prompted to name your workflow; for this integration, name it ‘Add Canny Comments in Google Sheets’.

• Select a folder to save your workflow, preferably one named Canny Automations.
• After naming and selecting the folder, click on the ‘Create’ button to proceed.

This action will set the stage for defining the trigger and action components of your workflow. Remember, the trigger will be Canny, and the action will be Google Sheets, which is crucial for the automation process.

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3. Configuring the Trigger with Canny

In this section, you will configure the trigger for your workflow using Pabbly Connect. Click on the trigger section and select Canny as your trigger application. For the trigger event, choose ‘Webhook Configuration’ to capture comments made on your Canny posts.

After selecting the trigger, a unique webhook URL will be generated. Copy this URL as you will need to paste it into your Canny account settings. This step is vital as it allows Pabbly Connect to receive data from Canny whenever a new comment is posted.

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4. Connecting Canny to Pabbly Connect

To link Canny with Pabbly Connect, go to your Canny account and navigate to the profile settings. From there, select ‘API’ and find the ‘Webhooks’ option. Paste the copied webhook URL into the designated field and click ‘Add’ to establish the connection.

Once the webhook is successfully added, return to Pabbly Connect. The system will indicate that it is waiting for a webhook response. To test this, post a dummy comment on your Canny account. Once the comment is submitted, check Pabbly Connect to confirm that it has captured the response correctly.

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5. Adding Action to Google Sheets

With the trigger set, the next step is to define the action in Google Sheets using Pabbly Connect. Click on the action section and select Google Sheets as the action application. Choose ‘Add New Row’ as the action event, which will allow you to record the comment details in your Google Sheets.

Connect your Google Sheets account by clicking on ‘Add New Connection’ and authorize Pabbly Connect to access your Google Sheets. After connecting, select the spreadsheet where you want to save the comments. Map the fields such as date, post title, comment, and username to ensure that all necessary information is recorded accurately.

Finally, test the integration by submitting another comment on your Canny account. Check your Google Sheets to verify that the comment details have been added correctly, confirming that the automation works seamlessly.

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Conclusion

This tutorial demonstrated how to add Canny comments to Google Sheets using Pabbly Connect as the central integration platform. By following these steps, you can automate the process of capturing comments, streamlining your workflow efficiently.

Learn how to integrate Google Sheets with Teamup to create events automatically using Pabbly Connect. Step-by-step guide for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for Google Sheets and Teamup Integration

To create Teamup events from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and logging in or signing up for a free account. This platform allows you to automate tasks without any coding skills.

Once you are logged in, navigate to the dashboard where you can create workflows. Here you will set up a connection between Google Sheets and Teamup through Pabbly Connect, enabling the automatic creation of events based on the data you input into your Google Sheets.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name that reflects its purpose, such as ‘Create Teamup Events from Google Sheets’. Save this workflow in an appropriate folder for easy access.

• Name your workflow according to its function.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be Google Sheets, and the Action will be Teamup, all facilitated by Pabbly Connect.

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3. Setting Up the Trigger with Google Sheets

To set up the Trigger in Pabbly Connect, select Google Sheets as your application. Choose the event type as ‘New or Updated Spreadsheet Row’. This means that whenever you add or update a row in your Google Sheet, it will trigger the workflow.

Next, you will need to connect Google Sheets to Pabbly Connect using the provided webhook URL. Copy this URL and go back to your Google Sheets. In Google Sheets, navigate to Extensions, then to Pabbly Webhook, and set up the initial configuration with the copied URL.

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4. Configuring the Action to Create Events in Teamup

After setting up the Trigger, you need to configure the Action to create events in Teamup. Select Teamup as the action application in Pabbly Connect and choose the action event as ‘Create an Event’. This step will allow Pabbly Connect to take data from Google Sheets and create a new event in your Teamup calendar.

For this, you will need to provide your API key and calendar key from your Teamup account. Make sure to register your application with Teamup to obtain the API key. Then, use the calendar key to link your calendar to Pabbly Connect.

• Select the specific calendar where events will be created.
• Map the event details from Google Sheets to the fields in Teamup.
• Click ‘Save’ to finalize the action setup.

With this configuration, every time a new event detail is added to your Google Sheet, Pabbly Connect will automatically create a corresponding event in Teamup.

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5. Testing the Integration to Ensure Functionality

After setting up both the Trigger and Action in Pabbly Connect, it’s crucial to test the integration. Add a new event detail in your Google Sheet and check if it reflects in your Teamup calendar. This step is essential to confirm that the workflow is functioning as intended.

Once you add the event details in Google Sheets, go back to your Teamup account to see if the new event appears. If everything is set up correctly, you should see the newly created event with the details you provided in your Google Sheet.

This testing phase ensures that Pabbly Connect is effectively automating the process of creating Teamup events from Google Sheets, allowing for seamless event management without manual input.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to create Teamup events directly from Google Sheets. By following the steps outlined, you can automate your event management process effectively. This integration simplifies the workflow, ensuring that every new event detail added in Google Sheets is automatically reflected in your Teamup calendar.

Learn how to integrate Facebook Lead Ads with AITable.ai using Pabbly Connect, automating lead data management seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect for Integration

To begin integrating Facebook Lead Ads with AITable.ai, you first need to access Pabbly Connect. This platform allows seamless automation of tasks between different applications. Visit the Pabbly Connect homepage by entering the URL into your browser, where you will find options to either sign in or sign up.

If you’re a new user, click on the ‘sign up free’ option to create an account and receive 300 tasks for exploration. Existing users can simply sign in to access their dashboard. Once logged in, you can start creating workflows to automate your processes.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard where you will find the ‘Create Workflow’ button on the top right corner. Click this button to initiate the workflow creation process. In the dialog box that appears, give your workflow a name, such as ‘Facebook Lead Ads to AITable.ai’.

• Select a folder for your workflow, such as ‘Facebook Lead Ads’.
• Click the ‘Create’ button to finalize the setup.

Now, you have successfully created a workflow. This workflow will consist of a trigger and an action, which will automate the process of adding Facebook leads to AITable.ai.

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3. Setting Up the Trigger with Facebook Lead Ads

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application and choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is generated, it will be captured by Pabbly Connect.

To connect your Facebook Lead Ads account, click on ‘Connect’ and choose to add a new connection. Provide a name for your connection, such as ‘AI Table Connection’. After that, select your Facebook account and authorize the connection. Ensure you are logged into your Facebook account to facilitate a smooth connection process.

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4. Selecting the Lead Form and Testing the Trigger

Once connected, you will need to select your Facebook page, which contains the lead generation form. In the Pabbly Connect interface, search for your page (e.g., ‘Craft Leads’) and select it. Then, choose the lead generation form you have created, such as ‘Lead Generation Forms’. using Pabbly Connect

• Click ‘Save and Send Test Request’.
• Generate a test lead using the Meta for Developers tool to ensure your setup works.

After generating a test lead, check back in Pabbly Connect to see if the lead data has been captured successfully. This confirms that your trigger is functioning correctly.

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5. Setting Up the Action to Create a Record in AITable.ai

Next, you will set up the action step in Pabbly Connect to create a record in AITable.ai. Select ‘AITable.ai’ as your action application and choose the action event as ‘Create a Record’. This action will ensure that every new lead from Facebook is added to your AITable.ai as a new record.

To connect AITable.ai, click on ‘Connect’ and choose to add a new connection. You will need to provide an API token from your AITable.ai account. Access your AITable.ai settings, navigate to the developer section, and copy your API token. Paste this token into Pabbly Connect to establish the connection.

After connecting, specify the space and the data sheet where the records will be stored. Map the lead data fields from Facebook to the corresponding fields in AITable.ai, ensuring that the data is dynamically updated with each new lead.

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Conclusion

In this tutorial, we successfully integrated Facebook Lead Ads with AITable.ai using Pabbly Connect. This automation allows for seamless management of lead data, ensuring that every new lead is promptly recorded. By following these steps, you can enhance your lead generation process effectively.

Learn how to integrate Razorpay with Flodesk to create subscribers automatically using Pabbly Connect. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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1. Accessing Pabbly Connect for Integration

To create a Flodesk subscriber from Razorpay payments, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page, which can be found by searching for it in your browser.

Once on the page, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, select ‘Sign Up for Free’ to get started with 100 tasks free every month. Existing users should click on ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. This is where you will set up the integration between Razorpay and Flodesk using Pabbly Connect.

• Enter a name for your workflow, such as ‘Create Flodesk Subscriber from Razorpay Payment’.
• Choose a folder to save the workflow, for example, ‘Automations’.
• Click on the ‘Create’ button to proceed.

Once the workflow is created, you will see the workflow window where you can set up the trigger and action. In this case, Razorpay will be the trigger application, and Flodesk will be the action application.

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3. Setting Up Trigger with Razorpay

In the workflow window, select Razorpay as the trigger application. This means that the workflow will be activated when a new payment is captured in your Razorpay account. Choose the trigger event as ‘Payment Captured’.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect Razorpay with your workflow.

• Log in to your Razorpay account and navigate to the ‘Developers’ section.
• Click on ‘Webhooks’ and then select ‘Add New Webhook’.
• Paste the copied webhook URL and select ‘Payment Captured’ for active events.

Finally, click on ‘Create Webhook’ to establish the connection between Razorpay and Pabbly Connect. This step ensures that your workflow will be triggered each time a payment is made.

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4. Testing the Integration

After setting up the webhook, it’s important to test the integration to ensure everything is working correctly. You can do this by making a test payment through Razorpay.

To perform a test payment, use the payment link generated for your product. Fill in the required details, such as name, email, and mobile number, and complete the payment process. Once the payment is successful, Pabbly Connect will capture the payment response automatically.

Open your workflow in Pabbly Connect to check if the payment details have been captured. Verify that the captured data includes the first name, last name, email, and payment details.

If the details are successfully captured, you are ready to proceed to the next step of creating a subscriber in Flodesk.

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5. Creating a Subscriber in Flodesk

With the payment details captured, the next step is to create a subscriber in Flodesk. For this, select Flodesk as the action application in your workflow.

Choose the action event as ‘Create or Update a Subscriber’. If you have not connected your Flodesk account yet, click on ‘Add a New Connection’ to log in and authorize Pabbly Connect to access your Flodesk account.

Map the fields from the Razorpay payment response to the corresponding fields in Flodesk. Select the email, first name, and last name from the captured payment response. Decide whether to send an opt-in confirmation email to the subscriber.

Once you have mapped the fields, click on ‘Save and Send Test Request’. If successful, a new subscriber will be created in your Flodesk account with the details from the test payment.

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Conclusion

In this tutorial, we explored how to create a Flodesk subscriber from Razorpay payments using Pabbly Connect. By following the steps outlined, you can automate the process of adding subscribers whenever a payment is received. This integration enhances your workflow efficiency and ensures that your email lists are updated in real-time.

Learn how to nurture mortgage leads using Facebook Lead Ads and WhatsApp through Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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.

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1. Setting Up Pabbly Connect for Facebook Lead Ads and WhatsApp

To start nurturing mortgage leads, we will utilize Pabbly Connect to automate the process between Facebook Lead Ads and WhatsApp. First, access Pabbly Connect by visiting the official website and signing up or logging in. Once logged in, you can explore the dashboard to create workflows that connect various applications seamlessly.

After logging into Pabbly Connect, you will see options to create a new workflow. Click on ‘Create Workflow’ and name it ‘Nurture Mortgage Leads with Facebook Lead Ads and WhatsApp’. This will help you organize your automations effectively. Choose the appropriate folder for your workflow and click ‘Create’ to proceed.

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2. Connecting Facebook Lead Ads to Pabbly Connect

In this section, we will set up Facebook Lead Ads as the trigger application in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instance’. This event will trigger the workflow whenever a new lead is generated from your Facebook ad campaign.

• Click on ‘Connect Now’ to establish a connection with Facebook Lead Ads.
• If prompted, log into your Facebook account to authorize the connection.
• Select the relevant Facebook page and lead generation form you want to use.

After selecting the page and form, click on ‘Save and Send Test Request’. This will allow you to test the integration. If successful, you will see a confirmation that the lead data has been captured in Pabbly Connect, which means the connection is successfully established.

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3. Integrating WhatsApp Cloud API with Pabbly Connect

The next step involves integrating WhatsApp Cloud API with Pabbly Connect to send automated messages to your leads. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’. This will enable you to send personalized messages to your leads based on the information received from Facebook Lead Ads.

To connect WhatsApp Cloud API, you need to provide three key details: Token, Phone Number ID, and WhatsApp Business Account ID. These details can be found in the Meta for Developers dashboard. Make sure to copy and paste these details into the respective fields in Pabbly Connect.

• Navigate to the API setup section in your WhatsApp Cloud API dashboard.
• Copy the required details and paste them into Pabbly Connect.
• Click ‘Save’ to establish the connection.

Once connected, you can proceed to map the lead’s phone number and name to personalize your message. This ensures that every lead receives a customized WhatsApp message upon submission of their information through Facebook Lead Ads.

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4. Creating a WhatsApp Message Template in Pabbly Connect

Now that we have established the connection, it’s time to create a WhatsApp message template. In Pabbly Connect, select your template from the dropdown list. This template will be used to send messages to your leads, ensuring they receive relevant information about your mortgage services.

To create your template, go to the message template section in the WhatsApp Cloud API dashboard. Here, you can create a message that includes dynamic variables such as the lead’s name. This personalization helps in making the communication more effective.

Craft a template that introduces your services and invites leads for further consultation. Use dynamic fields to personalize the message for each lead. Ensure the template is approved before using it in your workflow.

After creating and approving your template, return to Pabbly Connect and select the template name, language code, and template ID. This setup allows you to send personalized messages to each new lead automatically.

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5. Finalizing Your Workflow in Pabbly Connect

With all components connected, it’s time to finalize your workflow in Pabbly Connect. Review the setup to ensure all mappings are correct, especially the recipient’s phone number and the message body. This step is crucial for ensuring that your leads receive the right information.

After double-checking your settings, click on ‘Save and Send Test Request’ to verify that the entire workflow functions as intended. If successful, you should receive a WhatsApp message at the designated number, confirming that your integration works seamlessly.

This automated process will now nurture your mortgage leads effectively. Whenever a new lead fills out the form on Facebook, they will automatically receive a WhatsApp message, allowing you to engage with them promptly and professionally.

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Conclusion

In this tutorial, we explored how to nurture mortgage leads using Pabbly Connect, integrating Facebook Lead Ads with WhatsApp and WhatsApp Cloud API. By setting up automated workflows, you can effectively engage with leads, ensuring timely communication and improved lead nurturing.

Learn how to integrate Instagram Lead Ads with Pipedrive using Pabbly Connect. Follow this step-by-step tutorial to automate lead management 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

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1. Accessing Pabbly Connect for Instagram Lead Ads Integration

To add Instagram Lead Ads leads to Pipedrive, you will first need to access Pabbly Connect. This platform allows you to create automations without coding. Start by visiting the Pabbly Connect website and logging in to your account.

If you are a new user, you can sign up for free to explore the features. Once logged in, you will see various applications offered by Pabbly. For this integration, select Pabbly Connect to begin setting up your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for it. Name your workflow something like ‘Instagram Lead Ads to Pipedrive’.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up the trigger and action for your automation.

For the trigger application, select ‘Instagram Lead Ads’. Choose the trigger event as ‘New Lead Instant’ to ensure that every time a new lead is submitted, it triggers the workflow through Pabbly Connect.

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3. Connecting Instagram Lead Ads to Pabbly Connect

In this step, you will connect your Instagram Lead Ads account to Pabbly Connect. Click on ‘Connect’ and select to add a new connection. You will need to select your Facebook page that is linked to your Instagram account, as this is how Pabbly Connect integrates with Instagram Lead Ads.

• Choose your Facebook page from the dropdown menu.
• Select the lead generation form you want to use.

Once you have selected the appropriate page and form, click ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the lead details during a test submission.

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4. Setting Up Pipedrive Action in Pabbly Connect

Now, you will set up the action application in Pabbly Connect. Search for and select ‘Pipedrive’ as your action application. Choose the action event ‘Create Person’. This means that every time a new lead comes from Instagram, a new contact will be created in Pipedrive.

Click on ‘Connect’ and select to add a new connection. You will need to provide your Pipedrive API token. To find this token, log in to your Pipedrive account, go to your profile settings, and navigate to the API section.

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5. Finalizing the Workflow and Testing

After entering your API token, map the required fields from the Instagram lead response to Pipedrive. This includes mapping the first name, last name, email, and phone number. This mapping allows Pabbly Connect to insert the correct data into Pipedrive.

Click on ‘Save and Send Test Request’ to send the test data to Pipedrive. Check your Pipedrive account to confirm that the new contact has been created successfully.

Once you have verified that the workflow is working correctly, you can activate it in Pabbly Connect. This will ensure that all future leads from Instagram Lead Ads are automatically added to your Pipedrive account.

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Conclusion

Integrating Instagram Lead Ads with Pipedrive using Pabbly Connect allows for seamless lead management. By following this tutorial, you can automate the process of adding new leads to your Pipedrive account, enhancing your business’s efficiency.

Learn how to set up a webhook inside Paperform using Pabbly Connect to automate your data transfer seamlessly. Follow our step-by-step guide for easy integration.

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1. Setting Up Pabbly Connect for Paperform Webhook

To set up a webhook inside Paperform using Pabbly Connect, start by accessing your Pabbly Connect account. This integration allows you to automate data transfer whenever a new form submission occurs in Paperform.

In Pabbly Connect, search for Paperform as your trigger application. Select it and choose the trigger event as ‘New Form Submission.’ This will initiate the workflow whenever a form is submitted.

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2. Configuring Webhook in Paperform

Next, you need to configure the webhook in your Paperform account. To do this, navigate to the form you created in Paperform. In the edit mode, go to the ‘After Submission’ settings and then click on ‘Integrations’ followed by ‘Webhooks.’ Here, you will add the webhook URL provided by Pabbly Connect.

• Copy the webhook URL from Pabbly Connect.
• Paste it into the new webhook field in Paperform.
• Click on ‘Create’ to finalize the integration.

Once you have successfully added the webhook, ensure that the connection is saved. This will allow the data from new form submissions to be sent to Pabbly Connect automatically.

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3. Testing the Webhook Integration

After configuring the webhook, it’s crucial to test the integration to ensure it works as expected. Open the link to your Paperform and fill out the form with sample data. Once you submit the form, the data should be sent to Pabbly Connect.

In Pabbly Connect, you will see that it is waiting for a webhook response. Once the form is submitted, check the response in your Pabbly Connect dashboard. You should see the details of the submission, including the submission ID, email, and any other fields you included in your form.

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4. Automating Data Transfer to Other Applications

With the webhook successfully set up and tested, you can now automate data transfer to other applications using Pabbly Connect. After capturing the form submission, click on the action step in Pabbly Connect to select the application you want to send the data to.

This could be any application supported by Pabbly Connect. The setup allows for real-time data transfer, ensuring that every new form submission triggers the desired actions in your connected applications.

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Conclusion

Setting up a webhook inside Paperform using Pabbly Connect is a straightforward process that enhances your workflow automation. By following the steps outlined, you can ensure seamless data transfer from Paperform to your desired applications, enabling efficient operations.

Learn how to automate the process of adding Instagram Lead Ads leads to AITable.ai using Pabbly Connect. Follow this detailed step-by-step tutorial. 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 integrate Instagram Lead Ads with AITable.ai, the first step is to access Pabbly Connect. Visit the Pabbly Connect website and log in to your account. If you are new, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will see the dashboard. Here, click on the ‘Access Now’ button under Pabbly Connect. This action will redirect you to the Pabbly Connect dashboard, where you can create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear, prompting you to name your workflow. Enter a name like ‘Add Instagram Lead Ads Leads to AITable.ai’. using Pabbly Connect

• Select a folder for your workflow to keep it organized.
• Click on the arrow to choose from existing folders.
• Finally, click ‘Create’ to finalize your workflow.

Your workflow is now created, and you will see two sections: Trigger and Action. The trigger will be set for Instagram Lead Ads, while the action will be for AITable.ai.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, click on the trigger section and select ‘Instagram Lead Ads’ as your trigger application. Then, choose ‘New Lead’ as the trigger event. This means that every time a new lead is generated, it will trigger the workflow.

After selecting the trigger, click on ‘Connect’ to link your Instagram Lead Ads with Pabbly Connect. A new window will prompt you to add a new connection. Follow the instructions to authorize your Instagram account, ensuring it is linked to your Facebook page where the lead ads are running.

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4. Configuring the Action in Pabbly Connect

Next, you need to configure the action. Click on the action section and select ‘AITable.ai’ as your action application. Choose ‘Create a Record’ as the action event. This action will create a new record in your AITable.ai account whenever a lead is captured. using Pabbly Connect

Click on ‘Connect’ and add a new connection. You will need to provide your API token from AITable.ai. To find this, log into your AITable.ai account, go to your profile settings, and copy the API token. Paste this token back in Pabbly Connect and click ‘Save’.

• Select the appropriate space and data sheet in AITable.ai.
• Map the fields for full name, email, and mobile number from the trigger step.
• Click ‘Save and Send Test Request’ to ensure everything is working.

Once you confirm the action is set up correctly, you can test the workflow by generating a test lead.

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5. Testing the Integration with Pabbly Connect

To test the integration, use the lead ad testing tool to generate a test lead. Select your Facebook page and the lead form you created. Fill in the required fields, such as full name, email, and phone number, then submit the form.

After submitting, go back to Pabbly Connect and check if the test lead has been captured. You should see the details reflected in your AITable.ai data sheet, confirming that the integration works successfully.

Repeat the test if necessary to ensure reliability. This process demonstrates how Pabbly Connect can seamlessly connect Instagram Lead Ads with AITable.ai, automating your lead management process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Instagram Lead Ads leads to AITable.ai. By following the steps outlined, you can streamline your lead management and enhance your business efficiency.