Author: Rajpal Tomar

Learn how to share WordPress posts on Instagram automatically using Pabbly Connect. Follow this step-by-step tutorial to set up your integration 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. Access Pabbly Connect for Integration

To share WordPress posts on Instagram automatically, you need to access Pabbly Connect. This platform allows seamless integration between various applications. Start by typing ‘Pabbly.com/connect’ in your browser to reach the Pabbly Connect landing page.

Once there, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in. After signing in, you will be directed to your dashboard where you can create a new workflow.

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2. Create a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, the next step is to create a workflow that integrates WordPress and Instagram. Click on the ‘Create Workflow’ button located at the right-hand corner. You will be prompted to name your workflow; enter ‘Share WordPress Post on Instagram Automatically’. using Pabbly Connect

• Select a folder for your workflow, such as ‘WordPress to Instagram Automation’.
• Click ‘Create’ to proceed to the trigger and action setup screen.

In this section, you will set up the trigger application as WordPress and the action application as Instagram. This configuration is essential for automating the process of sharing posts.

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3. Configure Trigger and Action in Pabbly Connect

For the integration, select ‘WordPress’ as your trigger application in Pabbly Connect. The trigger event should be set to ‘New Post Published’. This means that every time a new post is published on your WordPress site, it will trigger the action to share on Instagram. using Pabbly Connect

Next, set Instagram as your action application. Choose ‘Publish Photo’ as the action event. This ensures that the same content from your WordPress post is shared on your Instagram account. With these settings, you can automate the posting process seamlessly.

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4. Set Up Webhook in WordPress

To finalize the connection between WordPress and Pabbly Connect, you need to set up a webhook. In Pabbly Connect, you will see a webhook URL generated. Copy this URL as it will act as a bridge between your WordPress account and Pabbly Connect.

Now, go to your WordPress dashboard. Navigate to the ‘Plugins’ section and ensure that the ‘WP Webhooks’ plugin is installed and activated. In the plugin settings, select the trigger for ‘Post Created’ and paste the webhook URL you copied from Pabbly Connect. Click ‘Add’ to save the settings.

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5. Test and Map Data in Pabbly Connect

After setting up the webhook, you need to perform a test submission to ensure the integration works. Create a new post on your WordPress site. For example, set the title as ‘Sale at Aloha Jewels’ and add content along with a featured image. Once published, this post will send data to Pabbly Connect.

In Pabbly Connect, you will see that the response has been received. You can map the post title and content to the respective fields in the Instagram action setup. This mapping ensures that new responses are dynamically updated in Instagram whenever a new post is published on WordPress.

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Conclusion

By following these steps, you can easily share WordPress posts on Instagram automatically using Pabbly Connect. This integration streamlines your social media sharing process, ensuring your content reaches a wider audience effortlessly.

Learn how to use Pabbly Connect to automate the process of adding Instagram Lead Ads leads to your Notion database seamlessly and efficiently. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the process of adding Instagram Lead Ads leads to your Notion database, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect. You will see options to sign in or sign up for free if you are a new user.

If you are an existing user, click on the sign-in button. Once logged in, you will be directed to the dashboard where you can access all Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your workflow.

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2. Creating Your Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is straightforward. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name the workflow as ‘Add Instagram Lead Ads to Notion Database Automatically’ and click on Create.

• Click on the ‘Create Workflow’ button.
• Enter the workflow name.
• Select the desired folder.

After clicking Create, you will enter the workflow window. Here, you set up triggers and actions, where the trigger is Instagram Lead Ads and the action is Notion. This setup enables your workflow to automatically add new leads from Instagram to Notion.

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3. Setting Up Instagram Lead Ads as Trigger

In this step, you will define Instagram Lead Ads as the trigger in Pabbly Connect. Search for ‘Instagram Lead Ads’ and select it. For the trigger event, choose ‘New Lead Instant’ to ensure immediate capture of leads as they come in.

Next, click on connect. If you have previously connected your Instagram account, you can select the existing connection. Otherwise, click on ‘Add New Connection’ and follow the prompts to connect your Instagram Lead Ads account with Pabbly Connect.

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4. Configuring Notion as Action for Lead Data

Once your trigger is set, the next step is to configure Notion as the action in Pabbly Connect. Search for ‘Notion’ and select it. For the action event, choose ‘Create Database Item’. This action will allow you to add the lead details captured from Instagram into your Notion database.

• Select ‘Create Database Item’ as the action event.
• Click on connect to establish a connection with Notion.
• Grant permissions as prompted.

After connecting, select the Notion database where you want to store the leads. Map the lead data fields such as name, email, and phone number from the Instagram lead response to the corresponding fields in your Notion database.

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5. Testing the Integration Workflow

To ensure that your integration works correctly, it’s crucial to test the workflow in Pabbly Connect. Use the Lead Ads Testing Tool to submit a test lead. Go to the Meta for Developers site, select your page and form, and fill in the test lead details.

After submitting the test lead, return to your Pabbly Connect workflow and check if the lead information has been captured successfully. If everything is set up correctly, you should see the test lead added to your Notion database.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate adding Instagram Lead Ads leads to a Notion database. By following these steps, you can streamline your lead management process efficiently.

Learn how to automate adding new Calendly invitees as contacts in GoHighLevel using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To integrate Calendly with GoHighLevel, you need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. If you are new, click on ‘Sign Up Free’ to create an account, or click ‘Sign In’ if you already have an account.

Once logged in, you will be directed to the ‘All Apps’ page. Click on ‘Access Now’ under the Pabbly Connect section to reach the dashboard. Here, you can create an automation workflow for your integration.

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Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Calendly to GoHighLevel’, and select the appropriate folder for your automation. Click on ‘Create’ to proceed. using Pabbly Connect

In the newly created workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that starts the automation, while the action window is where you define what happens once the trigger occurs.

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Setting Up the Trigger with Calendly

To set up the trigger, select ‘Calendly’ from the app options in the trigger window. Choose the trigger event as ‘New Invite Created’. If you have an organization-based account, select the appropriate option; otherwise, choose the user-based option.

Next, click on the ‘Connect’ button and select ‘Add New Connection’. You will then connect your Calendly account to Pabbly Connect by clicking on the ‘Connect with Calendly’ button. After connecting, you will need to select your organization and user from the dropdown and click on ‘Save and Send Test Request’. This action will wait for a response from Calendly to ensure the integration works correctly.

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Setting Up the Action Step in GoHighLevel

Once the trigger is set, scroll down to the action step and select ‘Lead Connector’ as the app for the action. Choose the action event ‘Create Contact’ from the dropdown menu. Click on ‘Connect’ and then select ‘Add New Connection’ to connect your GoHighLevel account to Pabbly Connect.

After logging into your GoHighLevel account, choose the appropriate sub-account to connect. You will then map the fields from the trigger response to the action fields. This includes first name, last name, email address, phone number, and city. For example, map the city as ‘Bal’ from the trigger response.

• First Name: Map from trigger response
• Last Name: Map from trigger response
• Email Address: Map from trigger response
• Phone Number: Map from trigger response
• City: Map as ‘Bal’

After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the action step. This will send a test request to GoHighLevel to confirm the contact has been created successfully.

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Testing the Automation Workflow

To test the automation, go back to your Calendly booking page and create a new appointment. Fill in the required details, such as name, email, and city, and schedule the event. This action will create a new invite in your Calendly account.

After scheduling, check your GoHighLevel account to see if the new contact has been created. You should see the contact details matching those entered in Calendly. This confirms that the automation workflow set up in Pabbly Connect is functioning as intended.

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Conclusion

By following this tutorial, you can seamlessly integrate Calendly with GoHighLevel using Pabbly Connect. This setup allows for automatic addition of new invitees as contacts, streamlining your workflow effectively.

Learn how to integrate Elementor Forms with Microsoft Excel using Pabbly Connect. Follow this detailed tutorial for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Elementor Forms with Microsoft Excel, the first step is to access Pabbly Connect. Open your browser and type in the URL for Pabbly Connect. 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 can simply sign in. Once logged in, navigate to the dashboard where you can start creating your workflows.

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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 located at the top right corner of your dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow as ‘Elementor Form Responses’.
• Select Elementor as the trigger application.
• Choose the trigger event as ‘New Form Submission’.

After naming your workflow, click on the ‘Create’ button to proceed. This sets up the foundation for capturing form responses from Elementor into Microsoft Excel.

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3. Setting Up Elementor to Connect with Pabbly Connect

Next, you need to establish a connection between Elementor and Pabbly Connect. In Elementor, go to the form you have created and navigate to the ‘Actions After Submit’ section. Here, you will add a new action.

• Select ‘Webhook’ as the action type.
• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the webhook field in Elementor.

Once you have pasted the URL, click on ‘Update’ to save the changes in your Elementor form. This allows Elementor to send form data to Pabbly Connect upon submission.

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4. Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration between Elementor and Pabbly Connect. Fill out the form with dummy data and click on ‘Submit’. This action will trigger the webhook and send the data to Pabbly Connect.

In Pabbly Connect, you will see that the response has been captured. This includes all the details you submitted through the Elementor form. Make sure to check that all fields are populated correctly to ensure that the integration is working properly.

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5. Adding Form Responses to Microsoft Excel

Now that you have successfully tested the integration, the next step is to add the captured form responses to Microsoft Excel using Pabbly Connect. In your workflow, select Microsoft Excel as the action application.

Choose the action event as ‘Add Row’. Connect your Microsoft Excel account to Pabbly Connect. Map the fields from the Elementor form to the corresponding columns in Excel.

Once you have mapped all the necessary fields, click on ‘Save’ and test the action. This will add the form submission details to your specified Microsoft Excel sheet, completing the integration process.

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Conclusion

Integrating Elementor Forms with Microsoft Excel using Pabbly Connect allows for seamless data management. By following these steps, you can automate the process of capturing form responses in Excel effectively.

Learn how to automate sending Instagram lead ads leads to a Telegram group using Pabbly Connect. Step-by-step guide 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

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1. Accessing Pabbly Connect for Instagram Lead Ads and Telegram Group Integration

To send Instagram lead ads leads to a Telegram group, you first need to access Pabbly Connect. Begin by typing in the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect dashboard where you can either sign in or sign up for free.

After signing in, navigate to the Pabbly Connect section. Here, you will find the options to create a new workflow. Click on the Create Workflow button and name your workflow appropriately, such as ‘Send Instagram Lead Ads Lead to Telegram Group’. This setup is crucial as you will use it to automate the integration process.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your automation using Pabbly Connect. The trigger application is Instagram Lead Ads, and the action application is Telegram. Select Instagram Lead Ads as your trigger application and the event as New Lead Instant. This means the workflow will activate whenever a new lead is generated through your Instagram ads.

• Select Instagram Lead Ads as the trigger application.
• Choose the trigger event as New Lead Instant.
• Confirm the selection to proceed with the setup.

Next, move to the action window and search for Telegram as your action application. Select Telegram Bot as the action application and choose the action event as Send Text Message. This setup ensures that when a new lead is captured, the details will be sent to your Telegram group automatically.

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3. Connecting Instagram Lead Ads to Pabbly Connect

To establish a connection between Instagram Lead Ads and Pabbly Connect, you will need to click on the Connect button. This connection is made through your Facebook account, which is linked to your Instagram account. Click on Continue to authorize the connection.

Once the authorization is successful, you will need to select the Facebook page associated with your Instagram ads. After selecting your page, choose the lead form you are using to generate leads. Click on Save and then Send Test Request to ensure the connection is working properly.

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4. Setting Up Telegram Bot for Message Delivery

Now, it’s time to connect your Telegram bot to Pabbly Connect. To do this, you need to create a new bot using Telegram’s BotFather. Send a message to BotFather with the command /newbot to create your bot. Follow the prompts to name your bot and choose a username.

Once your bot is created, you will receive a token. Copy this token and paste it into Pabbly Connect to establish the connection. You will also need to enter the chat ID of the Telegram group where you want to send the messages. After setting up the bot and chat ID, ensure to add the bot to your Telegram group and give it admin rights to send messages.

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5. Finalizing the Integration Setup in Pabbly Connect

With the connections established, you can now finalize the integration setup in Pabbly Connect. Create the message format you wish to send to your Telegram group by mapping the lead details from the previous steps. This mapping allows the automation to dynamically insert the lead information into the message.

• Frame the message to include lead details like name, email, and phone number.
• Use mapping to insert dynamic data from the lead.
• Test the setup by clicking Save and Send Test Request.

After testing, check your Telegram group to ensure the message was received successfully. This confirms that the integration is working as intended, and now every new lead from your Instagram ads will be sent directly to your Telegram group.

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Conclusion

In conclusion, using Pabbly Connect to send Instagram lead ads leads to a Telegram group automates your workflow efficiently. By following the steps outlined, you can seamlessly integrate these applications for better lead management.

Learn how to send WhatsApp messages to ActiveCampaign contacts using Pabbly Connect. This step-by-step tutorial guides you through the integration process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send a WhatsApp message to an ActiveCampaign contact, we first need to access Pabbly Connect. Simply open your browser and search for Pabbly Connect, then navigate to the landing page. If you are a new user, click on ‘Sign Up for Free’ to create an account and get 100 tasks free each month.

For existing users, click on ‘Sign In’ to access your dashboard. Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect, which is essential for connecting ActiveCampaign and WhatsApp. This integration allows us to automate the process of sending messages whenever a new contact is added to ActiveCampaign.

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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, which prompts you to name your workflow. Enter a name like ‘Send WhatsApp Message to ActiveCampaign Contact’ and choose a folder to save it in.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you can set triggers and actions.

In this window, select ActiveCampaign as the trigger application. Choose the trigger event as ‘Contact Added’. This setup ensures that whenever a new contact is added in ActiveCampaign, the workflow will be triggered automatically through Pabbly Connect.

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3. Connecting ActiveCampaign to Pabbly Connect

To connect ActiveCampaign, click on ‘Connect’ after selecting it as the trigger application. If you haven’t connected your account before, choose ‘Add a New Connection’. You will need to provide the API key and URL from your ActiveCampaign account.

To find your API key, navigate to your ActiveCampaign account settings, then go to ‘Developers’. Copy the URL and API key, but remember to remove ‘https://’ from the URL before pasting it into Pabbly Connect. Once you’ve entered these details, click on ‘Save’ to establish the connection. This integration is crucial as it allows Pabbly Connect to monitor new contacts in ActiveCampaign.

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4. Setting Up WhatsApp Integration in Pabbly Connect

After successfully connecting ActiveCampaign, the next step is to set up WhatsApp integration. For this, select ‘WhatsApp Cloud API’ as the action application. Choose the action event as ‘Send Template Message’ and click on ‘Connect’.

• If you haven’t connected WhatsApp before, select ‘Add a New Connection’.
• You will need to enter the temporary access token, phone number ID, and WhatsApp business account ID.

After entering these details, click on ‘Save’. This connection allows Pabbly Connect to send WhatsApp messages to contacts added in ActiveCampaign. You can then select an existing template or create a new one to personalize your messages.

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5. Testing the Workflow in Pabbly Connect

To test the integration, create a new contact in ActiveCampaign using your contact form. Once the form is submitted, check your ActiveCampaign account to confirm that the contact has been added. Pabbly Connect will capture this response and trigger the WhatsApp message.

After confirming the contact addition, return to the workflow in Pabbly Connect and click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a WhatsApp message at the number you mapped during the setup, confirming that the workflow is functioning as intended.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to ActiveCampaign contacts. By following the steps outlined, you can automate your communication process efficiently. This integration allows you to engage with leads promptly, enhancing your business interactions.

Learn how to integrate Physio, URL, Peak Performance Physio using Pabbly Connect. This step-by-step guide walks you through the process of automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Physio, URL, and Peak Performance Physio, we will use Pabbly Connect. First, open your browser and search for Pabbly Connect. 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 get started.

Once logged in, you will be directed to the dashboard. Click on the button labeled ‘Create Workflow’ to begin. You will need to name your workflow, for example, ‘Create Active Campaign Contact from Instagram Lead Ads Leads’, and select the folder where you want to save it.

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2. Setting Triggers in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect to capture leads from Instagram. The trigger will be set to ‘Instagram Lead Ads’. Search for this option and select it. For the trigger event, choose ‘New Lead Instant’ so that the workflow is triggered as soon as a new lead is submitted.

• Select your Facebook account linked to your Instagram.
• Choose the page, which in this case is ‘Peak Performance Physio’.
• Select the lead generation form associated with your Instagram ads.

After selecting the necessary options, click on ‘Save and Send Test Request’. This will prepare the workflow to receive data from your Instagram lead ads.

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3. Mapping Data in Pabbly Connect

Once the trigger is set, we need to map the data received from Instagram to the action application in Pabbly Connect. For this, we will use Active Campaign as the action application. Click on ‘Active Campaign’ and choose ‘Create a Contact’ as the action event.

To connect your Active Campaign account, you will need to enter the API key and URL. Access your Active Campaign account settings and copy the necessary details. Make sure to remove ‘https’ from the URL before saving.

• Map the email address from the trigger response.
• Map the first name, last name, and phone number accordingly.
• Ensure all fields are correctly mapped to allow dynamic data entry.

After mapping the data, click on ‘Save and Send Test Request’ to create a contact in Active Campaign. You should see a confirmation that the contact has been successfully created.

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4. Testing the Integration with Pabbly Connect

After setting everything up in Pabbly Connect, it’s time to test the integration. You can use the lead ads testing tool provided by Meta to submit a test lead. Ensure that you delete any previous leads to avoid conflicts.

Fill in the test details and submit the form. Once submitted, check your Pabbly Connect workflow to confirm that the lead details have been captured successfully. If everything is set correctly, you will see the lead details reflected in the workflow.

Next, refresh your Active Campaign account to verify that the new contact has been created. You should see the test lead listed with the details you entered during the submission.

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5. Finalizing the Workflow in Pabbly Connect

To finalize your workflow in Pabbly Connect, review all settings and ensure that everything is configured correctly. You can run additional tests to confirm that the workflow triggers as expected whenever a new lead is submitted through Instagram lead ads.

Once satisfied, you can activate the workflow. This means that every time a new lead is generated from your Instagram ads, a corresponding contact will automatically be created in Active Campaign. This seamless integration enhances your lead management process.

In summary, using Pabbly Connect, you can efficiently automate the creation of contacts in Active Campaign from leads generated via Instagram. This integration streamlines your workflow and ensures that no leads are missed.

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Conclusion

In this tutorial, we explored how to integrate Physio, URL, and Peak Performance Physio using Pabbly Connect. By following the step-by-step process, you can automate lead management and enhance your business efficiency.

Learn how to integrate Instagram Lead Ads with Google Sheets and Gmail using Pabbly Connect in this step-by-step tutorial. Automate your lead management process now!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Instagram Lead Ads with Google Sheets and Gmail, first access Pabbly Connect. This platform allows you to automate workflows seamlessly by connecting multiple applications.

Visit the Pabbly Connect homepage by searching for the URL. Once there, you will see options to sign in or sign up. New users can click on ‘Sign Up Free’ to explore the platform with 300 tasks available each month. Existing users should click ‘Sign In’ to access their accounts.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be taken to the Pabbly Connect dashboard. Here, you can create a new workflow that integrates Instagram Lead Ads with Google Sheets and Gmail. Click on the ‘Create Workflow’ button located at the top right corner. using Pabbly Connect

• Name your workflow, for example, ‘Integrate Instagram Lead Ads to Gmail and Google Sheets’.
• Select a folder to save your workflow, like ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Once you’ve created the workflow, you will see the trigger and action setup options. This is where you will define how the automation will work, starting with the trigger from Instagram Lead Ads.

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3. Setting Up the Instagram Lead Ads Trigger

In this step, you will set up Instagram Lead Ads as the trigger application in Pabbly Connect. Choose ‘Instagram Lead Ads’ as your trigger application and select ‘New Lead Instant’ as the trigger event. This ensures that every time a new lead is generated, it will be captured by Pabbly Connect.

To connect Instagram Lead Ads with Pabbly Connect, click on ‘Connect’ and choose to add a new connection. You will need to authorize your Facebook account linked to your Instagram account. After successful authorization, select the Facebook page associated with your Instagram lead ads.

• Search for your Facebook page in the dropdown list.
• Select the lead generation form you created for your Instagram ads.
• Click on ‘Save’ to send the request and wait for the webhook response.

After saving, you will need to generate a test lead using the Meta Ads Manager to receive a webhook response back in Pabbly Connect.

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4. Adding Google Sheets as an Action in Pabbly Connect

Next, you will set up Google Sheets as the action application in Pabbly Connect. Choose ‘Google Sheets’ and select ‘Add a New Row’ as the action event. This action will log the details of the new lead into your Google Sheets automatically.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and then choose to add a new connection. Sign in with your Google account and allow access to Pabbly Connect to manage your sheets.

Select the spreadsheet you created for Instagram leads. Choose the specific sheet where you want to add the new row. Map the fields from the Instagram lead response to the corresponding columns in your Google Sheet.

Click on ‘Save’ and send a test request to confirm that the integration is working correctly. Check your Google Sheets to see if the new lead data has been added successfully.

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5. Sending Email Notifications with Gmail

Finally, you will set up Gmail to send email notifications whenever a new lead is captured by Pabbly Connect. Choose ‘Gmail’ as your action application and select ‘Send Email’ as the action event.

Connect your Gmail account by clicking on ‘Connect’ and authorizing Pabbly Connect to access your Gmail. After successful connection, enter the recipient email addresses of your sales team members to receive the lead information.

Specify the sender name, email subject, and email content. Map the lead details (first name, last name, email, etc.) into the email content. Click on ‘Save’ and send a test request to verify the email dispatch.

Check your Gmail inbox to ensure that the email notification has been sent successfully with the lead details included.

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Conclusion

In this tutorial, we demonstrated how to integrate Instagram Lead Ads with Google Sheets and Gmail using Pabbly Connect. This process automates the lead management workflow, ensuring that new leads are logged and notified to your sales team efficiently. By leveraging Pabbly Connect, you can streamline your business operations and improve response times to potential customers.

Learn how to use Pabbly Connect to send Slack notifications for new Pipefy cards with this detailed tutorial. Follow the steps for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Slack notifications for new Pipefy cards, first, access Pabbly Connect. This platform is essential for setting up integrations between different applications. Visit the Pabbly Connect homepage by searching for the URL Pabbly.com/connect.

On the homepage, you’ll see options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to get started with 100 free tasks each month. Existing users can simply click ‘Sign In’ to access their accounts and begin setting up the integration.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. In the dialog box, name your workflow, for example, ‘Send Slack Notification for New Pipefy Card’, and select your folder, such as ‘Automations’.

• Click on ‘Create’ to finalize your workflow setup.
• Your new workflow will have a trigger and an action defined.

Now, you can see the workflow has been created successfully. The next step is to set up the trigger, which will be Pipefy, and the action will be Slack. This automation allows notifications to be sent whenever a new Pipefy card is created.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Pipefy as your trigger application and choose the trigger event as ‘Create New Card’. Click on ‘Connect’ to establish a connection between Pipefy and Pabbly Connect.

Click on ‘Add New Connection’ to create a connection. You will need to provide a name for the connection, such as ‘Slack Notification’, and input a token from your Pipefy account. To get the token, log into Pipefy and navigate to the tokens page, where you can generate a new token.

• Generate a token with a description like ‘Slack Notification’.
• After generating, copy the token and paste it into Pabbly Connect.

After entering the required details, click ‘Save’. You will then select your organization and the specific Pipefy pipe you want to use, such as ‘Task Management’. After setting this up, you can proceed to test the connection.

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4. Setting Up Actions in Pabbly Connect

With the trigger set, the next step in Pabbly Connect is to define the action. Select Pipefy again as your action application and choose the action event as ‘Get Card Info by ID’. This action allows you to retrieve all details of the newly created card.

Click on ‘Connect’ and then select your existing connection since you have already connected Pipefy in the trigger step. Map the card ID from the previous step to ensure the automation works dynamically. After mapping, click ‘Save’ and send a test request to verify that everything is functioning correctly.

You will receive a response containing the card title, description, and due date. This information will be used in the next action step for sending notifications via Slack.

Once you have confirmed successful retrieval of card details, you can proceed to set up the final action step to send a notification in Slack.

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5. Sending Notifications to Slack via Pabbly Connect

Now, select Slack as your action application and choose ‘Send Channel Message’ as your action event. Click on ‘Connect’ to link your Slack account with Pabbly Connect. If it’s your first time, you may need to add a new connection and authorize access.

After connecting, select the Slack channel where you want to send the notification, such as ‘Pipefy Card Alert’. Enter the message format you want to send, which may include dynamic fields like task title, description, and due date by mapping them from the previous steps.

Example message: ‘Hello, a new Pipefy card has been created. Details: Task Title, Description, Due Date.’ Leave optional fields blank unless needed for your notification.

After completing the message setup, click ‘Save’ and send a test request. Check your Slack channel to confirm that the notification has been received successfully, indicating that your automation is working as intended.

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Conclusion

This tutorial demonstrated how to send Slack notifications for new Pipefy cards using Pabbly Connect. By following these steps, you can automate notifications effectively, ensuring your team stays updated on new tasks. Integrating these applications enhances productivity and streamlines communication.

Learn how to integrate Discord Channel with Pabbly Connect to automate notifications for new sales from Flexi Funnels. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up Integration

To start integrating your Discord Channel with Pabbly Connect, first, you need to access the Pabbly Connect platform. This integration will allow you to send notifications to your Discord channel whenever a new sale is made through Flexi Funnels. using Pabbly Connect

Open a new tab and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. It takes only a couple of minutes to create your account, and you will receive 100 tasks free every month. If you already have an account, simply sign in to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a new workflow. This workflow will automate the process of sending messages to your Discord channel when a new order is received. Click on the ‘Create Workflow’ button to initiate this process. using Pabbly Connect

• Name your workflow, for example, ‘Send Discord Channel Message for New Flexi Funnel Sale’.
• Select a folder to save your workflow, preferably a folder named ‘Discord’.
• After naming and selecting the folder, click on ‘Create’.

This will take you to the workflow setup page, where you will configure the trigger and action applications. In this case, the trigger application will be Flexi Funnels, and the action application will be Discord.

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3. Setting Up Trigger for New Orders in Pabbly Connect

In this section, you will set up the trigger for your workflow, which is essential for capturing new orders from Flexi Funnels. Select Flexi Funnels as your trigger application and choose the trigger event as ‘New Purchase’. This means that the workflow will activate every time a new purchase is made. using Pabbly Connect

Next, you will need to connect Flexi Funnels to Pabbly Connect by using a Webhook URL. Copy the Webhook URL provided by Pabbly Connect and navigate to your Flexi Funnels account. In your Flexi Funnels account, go to the product settings and add a new product rule. Set the trigger to ‘Product is Purchased’ and paste the Webhook URL you copied earlier.

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4. Setting Up Action to Send Messages on Discord

After configuring the trigger, the next step is to set up the action that will send messages to your Discord channel. In the action section of your workflow, select Discord as your action application and choose the action event as ‘Send Channel Message’. using Pabbly Connect

To connect Discord with Pabbly Connect, you will need to create a Webhook URL in Discord. Go to your Discord server settings, navigate to Integrations, and create a new Webhook. Name your Webhook and select the channel where you want the messages to be sent. Copy this Webhook URL and paste it into the Pabbly Connect action setup.

• Compose the message you want to send, including details such as customer name, email, product ID, and sales URL.
• Use the mapping feature in Pabbly Connect to map the order details from Flexi Funnels into your message.
• Finally, save the action setup.

This configuration will ensure that every time a new order is placed, a message will automatically be sent to your Discord channel with all relevant details.

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5. Testing the Integration in Pabbly Connect

With the workflow set up, it’s time to test the integration to ensure everything is functioning correctly. Make a test purchase through your Flexi Funnels sales page to trigger the workflow. using Pabbly Connect

Once the purchase is made, return to Pabbly Connect and check the response received from Flexi Funnels. You should see all the order details captured in the response. Verify that the details are correct and that the connection between Flexi Funnels and Discord is working properly.

Finally, check your Discord channel to confirm that the message has been sent successfully. This message should include all the order details you specified earlier. If everything looks good, your integration is complete! Now, every new order will trigger a notification to your Discord channel automatically.

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Conclusion

By following these steps, you can easily integrate Discord Channel with Pabbly Connect to automate notifications for new sales from Flexi Funnels. This setup will streamline your notification process, ensuring your team is always updated with the latest sales information.