Author: Rajpal Tomar

Learn how to create a contact in Systeme.io from Cliniko Patient using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a contact in Systeme.io from Cliniko Patient, you need to access 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 get 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name. Enter a name like ‘Create Contact in Systeme.io from Cliniko Patient’ and select a folder to save your workflow.

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2. Setting Up Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Click on the trigger section and select ‘Cliniko’ as your trigger application. For the trigger event, choose ‘New Patient’. This means that whenever a new patient is added in Cliniko, it will trigger the automation process.

• Select ‘Cliniko’ as the trigger application.
• Choose ‘New Patient’ as the trigger event.
• Click on the connect button to link Cliniko with Pabbly Connect.

After clicking connect, a dialog box will prompt you to add a new connection. You will need to enter the API Key from your Cliniko account. This API Key can be found in the ‘My Info’ section of your Cliniko account. Make sure to save your connection settings.

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3. Adding a New Patient in Cliniko

Now that the trigger is set up, you need to add a new patient in your Cliniko account to test the integration with Pabbly Connect. Click on the ‘Patients’ tab and then select ‘Add Patient’. Fill in the required details such as first name, last name, and email address.

For example, you can create a patient named ‘Test Demo’ with a dummy email address. After filling in the details, click on ‘Save Patient’. This action will trigger the workflow in Pabbly Connect to create a corresponding contact in Systeme.io.

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4. Setting Up Action in Pabbly Connect

After adding the patient, go back to your Pabbly Connect workflow. Now, set the action application as ‘Systeme.io’ and choose the action event as ‘Create Contact’. This means that once a new patient is added in Cliniko, a contact will automatically be created in Systeme.io.

To connect Systeme.io with Pabbly Connect, you will need to enter the API Key from your Systeme.io account. Go to the profile settings in Systeme.io, select ‘Pabbly API Keys’, and create a new API key. Copy this key and paste it into the connection settings in Pabbly Connect.

• Select ‘Systeme.io’ as the action application.
• Choose ‘Create Contact’ as the action event.
• Map the data from the Cliniko patient to the Systeme.io contact fields.

Make sure to map the fields correctly, including first name, last name, email, and any other relevant information. This will ensure that the contact is created accurately in Systeme.io.

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5. Testing the Integration

With everything set up, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will check if the new patient information from Cliniko is successfully sent to Systeme.io.

If the integration is successful, you will receive a positive response in Pabbly Connect, confirming that the contact was created in Systeme.io. Refresh your Systeme.io account to verify that the new contact appears with the correct details.

In summary, using Pabbly Connect, you have successfully created an automation that allows for seamless integration between Cliniko and Systeme.io. This ensures that every new patient added in Cliniko is automatically reflected as a contact in Systeme.io.

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Conclusion

This tutorial demonstrated how to create a contact in Systeme.io from Cliniko Patient using Pabbly Connect. By following the steps outlined, you can easily automate your patient management process and ensure data accuracy across platforms.

Learn how to integrate ATS with Tesla Using Pabbly Connect. This guide covers the exact steps and applications involved in the integration process. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

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1. Setting Up the Integration with ATS and Tesla

Integrating ATS with Tesla is essential for automating lead management. This integration allows you to capture leads from Tesla and manage them efficiently within ATS. using Pabbly Connect

To begin the integration process, first, log into your Make account. Here, you will create a new scenario that connects ATS and Tesla. This scenario will automate the transfer of lead data from Tesla to ATS.

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2. Creating a New Scenario in Make

In Make, start by clicking on the ‘Create New Scenario’ button. This will open a new workflow where you can set up your automation. Choose ATS as your primary application for this integration. using Pabbly Connect

• Select ATS as the first application.
• Choose the trigger event that will initiate the workflow.
• Connect your ATS account to Make by following the prompts.

After setting up ATS, the next step is to add Tesla as the second application. This will allow you to pull lead data from Tesla directly into ATS.

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3. Configuring the Trigger and Action Steps

Once you have both ATS and Tesla set up in your scenario, configure the trigger and action steps. Start by selecting the appropriate trigger event in ATS, such as ‘New Lead Created’. This event will activate the automation whenever a new lead is added. using Pabbly Connect

Next, choose Tesla as the action application. Here, you want to specify what action should occur in Tesla when a new lead is created in ATS. Map the fields from ATS to Tesla to ensure all relevant data transfers correctly.

• Map the lead’s name, email, and phone number fields between ATS and Tesla.
• Ensure that the data types match to avoid errors during integration.

Finally, save your scenario and run a test to verify that the integration works as intended. This testing phase is crucial to ensure that leads flow seamlessly from Tesla into ATS.

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4. Testing the Integration Between ATS and Tesla

After configuring your integration, it’s essential to test it thoroughly. Create a test lead in Tesla to simulate the process and check if it appears in ATS. This helps identify any issues before going live. using Pabbly Connect

To test, generate a new lead with sample data in Tesla. Once submitted, check ATS to see if the lead information has been correctly captured. This verification step ensures your integration is functioning properly.

If the test lead appears in ATS, you have successfully integrated ATS with Tesla. If not, revisit your scenario in Make and check for any mapping errors or connection issues.

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5. Finalizing the Integration and Going Live

Once testing is complete and successful, finalize your integration by enabling the scenario in Make. This action will allow the automation to run continuously, capturing leads from Tesla into ATS without manual intervention. using Pabbly Connect

Monitor the integration for the first few days to ensure everything operates smoothly. Regular checks will help you catch any potential issues early and maintain the efficiency of your lead management process.

In conclusion, integrating ATS with Tesla Using Pabbly Connect streamlines your lead management process, making it easier to handle new leads effectively. This setup not only saves time but also enhances your business operations.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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By following these steps, you can successfully integrate ATS with Tesla, ensuring that your lead management is automated and efficient. With the right setup, you can focus more on growing your business and less on manual data entry.

Learn to integrate Facebook Lead Ads with Google Sheets using Pabbly Connect. This step-by-step tutorial guides you through the setup process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Google Sheets, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by searching for it online. Once there, you will find options to either sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks every month. Existing users can simply sign in to access their dashboard, where you can manage your workflows and integrations.

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Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to name your workflow.

For this integration, name your workflow something like ‘Add Facebook Lead Ads Leads to Google Sheets’ and select a folder for organizing your workflows. After naming and selecting your folder, click on the ‘Create’ button to proceed.

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Setting Up Facebook Lead Ads Trigger

In this section, you will set up the trigger for your workflow using Pabbly Connect. Choose Facebook Lead Ads as your trigger application and select the event as ‘New Lead Instant.’ This means that every time a new lead is generated, Pabbly Connect will capture the data instantly.

To establish this connection, click on the ‘Connect’ button and choose ‘Add New Connection.’ Log in to your Facebook account to authorize Pabbly Connect. After successful authentication, select the Facebook page that contains your lead ad and choose the specific lead gen form you wish to use.

• Select Facebook Lead Ads as the trigger application.
• Choose the event as New Lead Instant.
• Connect your Facebook account and authorize Pabbly Connect.
• Select the appropriate lead gen form.

After selecting the form, click on ‘Save and Send Test Request’ to proceed. At this point, you’ll need to generate a test lead to receive a webhook response, ensuring everything is connected properly.

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Mapping Data to Google Sheets

Now that you have set up the trigger with Facebook Lead Ads, the next step is to set the action application as Google Sheets in Pabbly Connect. Choose ‘Add a New Row’ as your action event. This action will allow you to input the lead details directly into your Google Sheets.

Click on the ‘Connect’ button to establish a connection with Google Sheets. If you are prompted, sign in with your Google account and grant the necessary permissions for Pabbly Connect to access your sheets. After successful connection, select the spreadsheet you created earlier (named Facebook Leads) and the specific sheet where you want to add the data.

• Select Google Sheets as the action application.
• Choose ‘Add a New Row’ as the action event.
• Connect your Google account and select the spreadsheet.
• Map the data fields like first name, last name, email, phone number, and city.

After mapping the required fields, click on ‘Save and Send Test Request’ to check if the data is being sent correctly to your Google Sheets. You should see the new lead details appear as a new row.

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Testing the Integration

With everything set up, it’s time to test the integration. Go back to your Facebook Lead Ads testing tool and create another test lead. Make sure to delete the previous test lead if necessary, as you can only create one lead per form at a time.

After generating a new test lead, check your Google Sheets to confirm that the new lead information has been successfully added. You should see the first name, last name, email, phone number, and city filled in as per the data you entered during the test lead submission.

This confirms that the integration between Facebook Lead Ads and Google Sheets through Pabbly Connect is working perfectly. Feel free to repeat the process with different test leads to ensure everything functions as expected.

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Conclusion

This tutorial demonstrated how to integrate Facebook Lead Ads with Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads to your Google Sheets effortlessly. This integration enhances your lead management, allowing for efficient tracking and analysis of your leads.

Learn how to integrate Automation with Box, Salesforce, and Monday.com Using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

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1. Setting Up Automation with Box and Salesforce

In this section, we will discuss how to set up automation using Automation to connect Box and Salesforce. The goal is to create a seamless integration between these two platforms. First, you need to log into your Automation account and navigate to the dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button. This initiates your automation setup. You will be prompted to name your workflow; for this example, we will name it ‘Create Monday.com Item from Salesforce Opportunity.’ Save this workflow in the appropriate folder for easy access.

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2. Configuring Trigger and Action for Integration

In this section, we will configure the trigger and action for our integration. The primary trigger application will be Salesforce, while the action application will be Monday.com. This means that whenever a new opportunity is created in Salesforce, it will trigger an action to create an item in Monday.com.

• Select ‘Salesforce Asma’ as the trigger application.
• Choose the trigger event as ‘New Opportunity’.
• For the action application, select ‘Monday.com’ and the action event as ‘Create Item’.

After setting up the trigger and action, you will need to connect your Salesforce account to Automation. Click on the connect button, and allow access to establish a secure connection. This connection is crucial for ensuring that data flows seamlessly between Salesforce and Automation.

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3. Creating an Opportunity in Salesforce

Now that the integration is set up, it’s time to create an opportunity in Salesforce. Navigate to the Opportunities section in your Salesforce account. Here, you will create a new opportunity that will be used for the automation.

Fill in the required fields such as Opportunity Name, Account Name, Type, Lead Source, Email Address, Close Date, Amount, Stage, and Probability. Once all details are filled, click on the ‘Save’ button to create the opportunity. This action will trigger the automation workflow you previously set up.

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4. Mapping Data to Monday.com

After creating the opportunity in Salesforce, the next step is to map the data to Monday.com. This involves ensuring that the information from Salesforce is correctly transferred to the corresponding fields in Monday.com. First, establish a connection to Monday.com by entering the API key from your Monday.com account.

Once connected, select the board where you want to create the item. You will map the fields such as Opportunity Name, Close Date, Probability, Stage, and Account Name. This mapping ensures that every new opportunity created in Salesforce appears as an item in Monday.com.

• Select the correct board and group in Monday.com.
• Map the fields from Salesforce to the corresponding fields in Monday.com.
• Click on ‘Save and Send Test Request’ to ensure the data is correctly transferred.

After confirming that the data has been mapped successfully, you will see the new item created in Monday.com, reflecting the details of the Salesforce opportunity.

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Conclusion

In this tutorial, we explored how to integrate Automation with Box, Salesforce, and Monday.com Using Pabbly Connect. By following the steps outlined, you can automate the creation of items in Monday.com based on new opportunities in Salesforce. This integration streamlines your workflow and enhances productivity across platforms.

Learn how to create a Respond.io contact from Jotform submissions using Pabbly Connect. Step-by-step guide with detailed instructions. 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

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1. Accessing Pabbly Connect for Integration

To create a Respond.io contact from Jotform submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and enjoy 100 free tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on the ‘Access Now’ button to proceed. You will then be able to create a workflow that connects Jotform and Respond.io through Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name.

• Name your workflow, e.g., ‘Create Respond.io Contact from Jotform Submission’.
• Select a folder to store this workflow.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, Jotform will be the trigger, and Respond.io will be the action.

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3. Setting Up Trigger from Jotform

To set up the trigger for your workflow, click on the ‘Trigger’ section and select Jotform as your trigger application. For the trigger event, choose ‘New Response’. This means that whenever a new submission is made on your Jotform, it will trigger the workflow in Pabbly Connect.

After selecting Jotform, Pabbly Connect will provide a unique webhook URL. Copy this URL as it will be used to connect your Jotform to Pabbly Connect. Next, go to your Jotform account, find the form you want to connect, and navigate to the form settings.

• Click on ‘Settings’ in Jotform.
• Select ‘Integrations’ from the left menu.
• Search for ‘Webhooks’ and click to add a new webhook.

Paste the copied webhook URL into the field and complete the integration. This step ensures that every new submission is sent to Pabbly Connect.

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4. Testing the Connection Between Jotform and Pabbly Connect

After setting up the webhook, it’s time to test the connection. Go back to your Pabbly Connect dashboard and look for the workflow you just created. It should indicate that it is waiting for a webhook response.

To test, fill out the Jotform you integrated. Enter sample data like first name, last name, email, and phone number, then submit the form. This action should send the data to Pabbly Connect, allowing you to verify that the integration works correctly.

Open the Jotform in a new tab. Fill in the required fields and submit the form.

Once submitted, return to your Pabbly Connect account to check if the response has been captured. You should see the details you entered in the test submission, confirming that the trigger setup is successful.

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5. Setting Up Action to Create Contact in Respond.io

Next, you will set up the action step in your workflow. Click on the action section and select Respond.io as your action application. For the action event, choose ‘Create Contact’. This means that when a new form submission occurs, a new contact will be created in your Respond.io account through Pabbly Connect.

To connect Respond.io, you will need an API token. Open your Respond.io account, go to settings, and navigate to the integrations section. Click on ‘Developer API’ and then ‘Edit’ to access your API tokens. Copy one of the tokens and return to Pabbly Connect.

Paste the token into the Pabbly Connect action setup. Select ‘Email’ as the identifier for the contact. Map the data from the Jotform submission to the corresponding fields in Respond.io.

After mapping all required fields, click ‘Save and Send Test Request’. If successful, you will receive a confirmation message, indicating that the contact has been added to your Respond.io account. Refresh your Respond.io contacts page to verify the new contact is displayed.

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Conclusion

Using Pabbly Connect, you can easily automate the creation of Respond.io contacts from Jotform submissions. This integration streamlines your workflow, ensuring that customer data is captured effortlessly.

Learn how to send SMS from Google Sheets automatically using Pabbly Connect and Twilio. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for SMS Automation

To send SMS from Google Sheets automatically, first, you need to access Pabbly Connect. Open your web browser and type in Pabbly.com/connect to reach the Pabbly Connect landing page.

Here, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button. Existing users can simply sign in. Pabbly Connect offers 100 free tasks each month, making it easy to get started with SMS automation.

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2. Creating a New Workflow in Pabbly Connect

Once signed in to Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow.

• Name your workflow, e.g., ‘Send SMS from Google Sheets Automatically.’
• Choose a folder to save the workflow, such as ‘SMS Automation.’

After naming your workflow and selecting the folder, click on ‘Create’ to proceed. You will be taken to the trigger and action setup window, which is crucial for the automation process.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action in Pabbly Connect. For the trigger application, search for and select ‘Google Sheets.’ Choose the trigger event as ‘New or Updated Spreadsheet Row.’ This event will initiate the automation whenever a new row is added or updated in Google Sheets.

Next, move to the action application and select ‘Twilio.’ For the action event, choose ‘Send SMS Message.’ This setup will enable you to send SMS notifications to your customers based on the data in Google Sheets.

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4. Connecting Google Sheets to Pabbly Connect

To establish a connection between Google Sheets and Pabbly Connect, you will need a Webhook URL provided by Pabbly Connect. Copy the Webhook URL and head over to your Google Sheets.

In Google Sheets, navigate to the Extensions menu, select Pabbly Connect Webhooks, and then click on Initial Setup. Paste the Webhook URL into the designated field. Choose the trigger column, which is the final data column. For example, if your data is in column B, select it as the trigger column and click ‘Submit.’ This action configures the connection successfully.

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5. Sending SMS Using Twilio via Pabbly Connect

Now that you have connected Google Sheets to Pabbly Connect, it’s time to send SMS using Twilio. First, you need to establish a connection between Twilio and Pabbly Connect by entering your Account SID and Authorization Token from your Twilio account.

• Copy your Account SID and paste it in Pabbly Connect.
• Copy your Authorization Token and paste it as well.

Once you have entered these details, click on ‘Save’ to establish the connection. Next, you need to fill in the SMS body content and map the customer name and contact number from the previous steps. Finally, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully.

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Conclusion

In this tutorial, we learned how to send SMS from Google Sheets automatically using Pabbly Connect and Twilio. By following the outlined steps, you can easily automate SMS notifications to your customers based on data updates in Google Sheets. This integration streamlines communication and enhances customer engagement effectively.

Learn how to automate saving Telegram messages to Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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Setting Up Telegram Integration with Pabbly Connect

The first step in automating your workflow is to set up the Pabbly Connect integration with Telegram. This integration allows you to capture messages from your Telegram group and send them to Google Sheets automatically. Start by visiting the Pabbly Connect homepage and signing up or logging in to your account.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will need to name your workflow, such as ‘Save Telegram Messages to Google Sheets’. After naming it, select the folder where you want to save this workflow and click on ‘Create’. This will open up the trigger and action setup.

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Choosing Trigger and Action Applications

In this step, you will define the trigger and action applications for your automation. Select Telegram as your trigger application. The trigger event you need to choose is ‘New Message’. This setup means that whenever a new message is received in your Telegram group, it will trigger the automation.

Next, for the action application, select Google Sheets. The action event should be set to ‘Add New Row’. This means every time a new message is received from Telegram, a new row will be added to your Google Sheets with the message details.

• Select Telegram as the trigger application.
• Choose ‘New Message’ as the trigger event.
• Select Google Sheets as the action application.
• Set the action event to ‘Add New Row’.

After setting up the trigger and action, click on the connect button to link your Pabbly Connect account with Telegram and Google Sheets.

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Creating a Telegram Bot for Integration

To capture messages from Telegram, you need to create a Telegram bot. Search for ‘BotFather’ in your Telegram app and start a chat. Send the command ‘/newbot’ to create your new bot. You will be prompted to choose a name and username for your bot.

Once your bot is created, copy the API token provided by BotFather. This token is essential for connecting your Telegram bot to Pabbly Connect. Paste this token into the connection setup in Pabbly Connect and save the connection.

• Open Telegram and search for ‘BotFather’.
• Send the command ‘/newbot’ to create a new bot.
• Choose a name and username for your bot.
• Copy the API token and paste it into Pabbly Connect.

After saving the connection, you need to add the bot to your Telegram group and give it admin rights to receive messages.

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Mapping and Formatting Data to Google Sheets

Once your bot is set up and connected, the next step is to map the data from Telegram to Google Sheets. When a new message is received, the message format needs to be parsed to extract relevant details like task name, description, assigning name, and due date.

Use the text formatter in Pabbly Connect to split the message text into separate fields. You will need to define the text match before and after each detail you want to extract. For example, to extract the task name, use the text before ‘Task Description’ and after ‘Task Name:’.

Use the text formatter to split message text. Define text match before and after each detail. Map the extracted details to corresponding fields in Google Sheets.

After mapping all necessary details, the next step is to send this data to Google Sheets by clicking on ‘Save and Send Test Request’. This ensures that the data flows correctly from Telegram to Google Sheets.

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Testing the Automation Workflow

Finally, it’s time to test your automation workflow. Send a test message in your Telegram group that follows the predefined format. The message should include details such as task name, description, assigning name, and due date. using Pabbly Connect

After sending the message, check your Google Sheets to see if the data has been recorded correctly. If everything is set up properly, you should see a new row in your Google Sheets with all the details from the Telegram message.

Send a test message in your Telegram group. Check Google Sheets for new entries. Verify that all details are recorded accurately.

If the test is successful, your integration is complete, and you can now automate the process of saving Telegram messages to Google Sheets effortlessly.

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Conclusion

In this tutorial, we explored how to integrate Telegram with Google Sheets using Pabbly Connect. By following these steps, you can automate the process of saving Telegram messages directly to Google Sheets, enhancing your workflow efficiency. This integration allows you to manage tasks seamlessly and keep track of important messages effortlessly.

Learn how to seamlessly integrate Instagram Lead Ads with ConvertKit using PAB in this step-by-step tutorial. Perfect for automating your lead generation process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up API Integration with PAB

To set up API integration, we will use PAB to connect our Instagram Lead Ads with ConvertKit. Start by visiting the PAB website and logging in to your account. If you are a new user, you can sign up for free to get started.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. This action will prompt you to name your workflow and select a folder to save it in. Name your workflow as ‘Create ConvertKit Subscriber from Instagram Lead Ads’.

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2. Selecting Instagram Lead Ads as Trigger

In this step, we will select Instagram Lead Ads as our trigger application in PAB. This means that whenever a new lead is generated, it will trigger the workflow.

Search for Instagram Lead Ads in the trigger application section and select it. For the trigger event, choose ‘New Lead Instant’. Click on ‘Connect’ to establish a connection. If you have not connected your Instagram account yet, you will be prompted to add a new connection.

• Select your Facebook account that is linked to your Instagram account.
• Choose the Facebook page associated with your Instagram Lead Ads.
• Select the lead gen form you wish to use for capturing leads.

After filling in these details, click on ‘Save and Send Test Request’. This will capture the response from your lead generation form.

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3. Performing Test Submission for Instagram Leads

To ensure that everything is set up correctly, we need to perform a test submission for our Instagram Lead Ads. This step is essential to confirm that PAB is capturing the leads accurately.

Open a new tab and go to the Meta for Developers site. Navigate to the ‘Lead Ads Testing Tool’ to create a test lead. Select your Facebook page and the corresponding lead form, then preview the form.

• Input test details such as first name, last name, email, and phone number.
• Submit the form to send the test lead to PAB.

Once you submit the test lead, return to your PAB workflow to check if the lead details have been captured successfully.

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4. Mapping Lead Details to ConvertKit

Now that we have captured the lead details, we will map these details to ConvertKit using PAB. This process ensures that the information from Instagram Lead Ads is transferred seamlessly to ConvertKit as a new subscriber.

Select ConvertKit as your action application and choose the action event ‘Add Subscriber to a Form’. Click on ‘Connect’ to link your ConvertKit account. You will be prompted to enter your API key and API secret, which you can find in your ConvertKit account settings.

Copy the API key and secret from the Advanced settings in ConvertKit. Paste these details into PAB to establish the connection.

After connecting, select the form you want to add subscribers to, and then map the lead details such as first name, last name, and email from the previous step.

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5. Testing the Workflow Successfully

Finally, we will test the entire workflow to ensure that everything is functioning correctly. This step is crucial to verify that leads from Instagram Lead Ads are being added to ConvertKit as subscribers.

Return to the Lead Ads Testing Tool and create another test lead with different details. Submit this lead to trigger the workflow in PAB. After submitting, check your ConvertKit account to see if the new subscriber has been added successfully.

Refresh your ConvertKit dashboard to see the new subscriber. Verify that the details match the test lead submitted.

If the subscriber appears in ConvertKit, congratulations! Your workflow is successfully set up, and leads from Instagram Lead Ads are now automatically added to your ConvertKit account.

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Conclusion

This tutorial covered the integration of Instagram Lead Ads with ConvertKit using PAB. By following the steps outlined, you can automate the process of adding new subscribers from Instagram leads, enhancing your marketing efforts effectively.

Learn how to send WhatsApp messages for new Google Ads leads using Pabbly Connect. This step-by-step tutorial covers everything you need to know. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send WhatsApp messages for new Google Ads leads, first, you need to access Pabbly Connect. This platform facilitates the integration between Google Ads and WhatsApp Cloud API, allowing for seamless automation.

Start by opening a new tab and searching for Pabbly Connect. You will be directed to their landing page where you can either sign in or sign up for a free account. Signing up is quick and grants you 100 tasks free every month.

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2. Creating a New Workflow in Pabbly Connect

Once signed into Pabbly Connect, you will see the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send WhatsApp Message for New Google Ads Leads’.

• Click on the ‘Create’ button to proceed.
• In the workflow window, you will see two sections: Trigger and Action.

Set up your Trigger by selecting Google Ads as the application and choose ‘New Lead Form Entry’ as the trigger event. This sets the stage for your automation process.

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3. Connecting Google Ads to Pabbly Connect

To connect Google Ads with Pabbly Connect, you will need to copy the provided webhook URL. This URL acts as a bridge between Google Ads and the Pabbly platform.

In Google Ads, navigate to your lead form settings. Under the lead delivery options, paste the copied webhook URL into the designated field. You will also need to provide a key, which can be set as ‘test’ for this process.

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4. Setting Up WhatsApp Message Action

After successfully connecting Google Ads, the next step is to set up the action for sending a WhatsApp message using Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event.

To connect WhatsApp Cloud API, you will need your access token, phone number ID, and WhatsApp business account ID. These can be retrieved from your WhatsApp Cloud API account. Once you have these details, paste them into the respective fields in Pabbly Connect.

• Select the template you want to use for the message.
• Map the recipient’s mobile number from the Google Ads response.

Make sure to customize the message template to include variables for personalization, like the lead’s name.

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5. Testing the Integration

To ensure everything is working correctly, you can test the integration by sending a test lead from Google Ads. This will trigger the workflow in Pabbly Connect and send a WhatsApp message based on the data received.

Check your WhatsApp to confirm that the message has been received. If successful, you will see the personalized message sent to the lead. This confirms that your automation between Google Ads and WhatsApp using Pabbly Connect is functioning correctly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, using Pabbly Connect to automate WhatsApp messages for new Google Ads leads is a powerful way to streamline communication. By following these steps, you can ensure that every lead is contacted promptly and efficiently.

Learn how to automate the process of sending Facebook leads to Google Chat using Pabbly Connect. Follow this 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

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook Leads with Google Chat, first access Pabbly Connect. Open your browser and go to Pabbly.com/connect. Here, you can either sign in or create a new account.

If you are new, click on ‘Sign Up Free’ to set up your account in just two minutes. If you already have an account, click ‘Sign In’ to access your dashboard and begin creating your automation workflow.

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2. Creating a Workflow in Pabbly Connect

Once logged in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Facebook Leads to Google Chat’. This workflow will automate the process of sending new leads from Facebook to Google Chat.

• Click on ‘Create’ to open the automation workflow.
• You will see two windows: Trigger and Action.

In the Trigger window, select Facebook Lead Ads as the app. This selection allows Pabbly Connect to monitor for new leads generated through your Facebook ads.

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3. Setting Up Facebook Lead Ads Trigger

In the Trigger window, search for and select ‘Facebook Lead Ads’. Choose the ‘New Lead Instant’ trigger event. Then click on ‘Connect’ to link your Facebook account to Pabbly Connect.

After connecting, select your Facebook page where the ads are running. For instance, if your page is named ‘Green Pro Landscaping’, choose it from the dropdown. Next, select the lead generation form you want to use. If you want to capture leads from all forms, select ‘All Lead Gen Forms’.

• Click on ‘Save and Send Test Request’ to test the connection.
• If there are no leads, use the lead ad testing tool to generate a test lead.

Once you receive a response, you will see the details of the test lead captured in Pabbly Connect, confirming that the trigger setup is successful.

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4. Sending Lead Details to Google Chat

Next, scroll down to the Action step in your workflow. Here, search for ‘Google Chat’ and select it. Choose the action event as ‘Create Message’. This action will send the lead details to your Google Chat space.

After selecting Google Chat, click on ‘Connect’ to establish a connection. You will need to generate a webhook URL in your Google Chat space. To do this, navigate to your Google Chat space settings, select ‘Apps and Integration’, and then ‘Webhooks’.

Click ‘Add Webhook’ and name it, for example, ‘Pabbly Connect’. Copy the generated webhook URL and paste it back into Pabbly Connect.

Now, customize the message you want to send. For instance, you can write, ‘Hello team, we have received a new lead from Facebook Lead Ads: [Lead Details]’. Use the mapping feature to insert lead details from the trigger step.

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5. Testing the Automation Workflow

To test your automation, go back to the lead ad testing tool and generate another test lead. Ensure you delete the previous test lead first, as only one lead can be generated at a time.

After submitting the new test lead, check your Google Chat space. You should see the message with the lead details posted there, confirming that your automation is working perfectly. This shows that Pabbly Connect has successfully integrated Facebook Lead Ads with Google Chat.

With Pabbly Connect, you can connect various applications beyond just Facebook and Google Chat, making it a powerful tool for automating your workflows.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending new leads from Facebook Lead Ads to Google Chat. This integration enhances communication and efficiency in managing leads.