Author: Rajpal Tomar

Learn how to integrate Facebook Lead Ads with WhatsApp using Pabbly Connect to automate messaging for your law firm. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start integrating Facebook Lead Ads with WhatsApp, first, access Pabbly Connect. Visit the official Pabbly website and sign in to your account. If you’re new, you can sign up for free and enjoy 100 free tasks every month.

Once logged in, you will see the Pabbly apps dashboard. Click on ‘Access Now’ under Pabbly Connect to open the dashboard where you can create workflows for your integrations.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow to automate sending WhatsApp messages to Facebook leads. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. using Pabbly Connect

A dialog box will prompt you to name your workflow. Enter ‘Send WhatsApp Message to Law Firm’s Facebook Leads’ and select the appropriate folder to save your workflow. Click ‘Create’ to proceed.

• Workflow Name: Send WhatsApp Message to Law Firm’s Facebook Leads
• Select Folder: Facebook Leads to WhatsApp Automations

Your workflow is now created, and you will see two main sections: Trigger and Action. These are essential for setting up your automation process.

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3. Setting Up Trigger with Facebook Lead Ads

The first step in your workflow is to set up the trigger. Click on the trigger application option and select ‘Facebook Lead Ads’. For the trigger event, choose ‘New Lead Instant’. This will ensure that whenever a new lead is generated, it will trigger the subsequent action.

After selecting the trigger application and event, click ‘Connect’ to link Pabbly Connect with Facebook Lead Ads. If you don’t have an existing connection, click on ‘Add New Connection’. Ensure you’re logged into your Facebook account for seamless integration.

• Select Trigger Application: Facebook Lead Ads
• Trigger Event: New Lead Instant
• Click ‘Connect’ to link applications

Once connected, select your Facebook business page and the lead form you created. Click ‘Save and Send Test Request’ to capture a test lead response.

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4. Generating a Test Lead to Capture Data

After setting up the trigger, it’s time to generate a test lead. Open the Facebook Lead Ads testing tool, select your page, and the lead form. Click on ‘Preview Form’ to fill in the necessary details.

For the test lead, enter a name, email, and phone number, then submit the form. Once submitted, you should see a confirmation message indicating that your test lead has been sent.

Page: Justice Law Firm Form: Contact Form Test Lead Details: Demo User 123, [email protected], Dummy Mobile Number

Return to Pabbly Connect and check if the response from the test lead has been captured successfully. You should see the details populated in the workflow.

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5. Setting Up Action with WhatsApp Cloud API

Now that the trigger is set up, the next step is to configure the action. Click on the action application option and select ‘WhatsApp Cloud API’. Choose ‘Send Template Message’ as the action event.

Click ‘Connect’ to link Pabbly Connect with WhatsApp Cloud API. You will need to enter your token, phone number ID, and WhatsApp business account ID to establish this connection. Copy these details from your WhatsApp Cloud API setup.

Action Application: WhatsApp Cloud API Action Event: Send Template Message Enter Token, Phone Number ID, and Business Account ID

After connecting, select your message template and map the recipient’s mobile number from the previous step. Replace the dummy number with your actual WhatsApp number to receive the message.

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Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to Facebook leads. By following these steps, you can enhance your lead engagement and streamline communication effectively.

Learn how to automate user creation in GoHighLevel from Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a GoHighLevel user from Google Sheets, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new to Pabbly Connect, you can sign up for a free account, which allows you to perform 100 tasks per month.

Once signed in, you will see the Pabbly Apps window. From here, select Pabbly Connect by clicking on ‘Access Now’. This will take you to the Pabbly Connect dashboard where you can create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name. Enter ‘Create GoHighLevel User from Google Sheets’ as the name of your workflow. using Pabbly Connect

• Select a folder to save your workflow.
• Choose the folder named ‘GoHighLevel Automations’.
• Click on ‘Create’ to finalize your workflow.

After creating the workflow, you will see two sections: Trigger and Action. The trigger indicates what starts the automation, while the action represents what happens as a result. In this case, Google Sheets will be the trigger application, and GoHighLevel will be the action application.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, click on the arrow in the trigger section and select Google Sheets as the trigger application. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This event will capture any new or updated data in your Google Sheets.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Google Sheets to Pabbly Connect. Now, open your Google Sheets document and navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to install the Pabbly Webhooks add-on if you haven’t done so yet.

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4. Configuring Google Sheets with Pabbly Connect

After installing the Pabbly Webhooks add-on, go back to your Google Sheets and click on ‘Extensions’ > ‘Pabbly Webhooks’ > ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column to the final data column, which is typically column D.

Once you have filled in these details, click on ‘Submit’. You should see a success message confirming that the setup is configured correctly. Now, click on ‘Send on Event’ in the same add-on menu to ensure that every time new data is added to the spreadsheet, Pabbly Connect will capture the response.

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5. Creating a User in GoHighLevel via Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step. Click the arrow in the action section and select ‘Lead Connector V2’ as the action application. For the action event, choose ‘Create User’. This will allow you to create a new user in GoHighLevel whenever data is added to Google Sheets.

Click on ‘Connect’ to establish a connection between Pabbly Connect and GoHighLevel. You will need to provide the necessary details, such as first name, last name, email, and phone number. Map these fields to the corresponding data from the trigger step. For example, map the first name field to the first name captured from Google Sheets.

After mapping all required fields, click on ‘Save and Send Test Request’. If the setup is successful, you will receive a positive response indicating that a new user has been created in GoHighLevel. You can verify this by checking your GoHighLevel account under the staff section.

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Conclusion

This tutorial showed how to automate the creation of GoHighLevel users from Google Sheets using Pabbly Connect. By following the steps outlined, you can seamlessly integrate these applications and streamline your user management process.

Learn how to integrate Facebook leads into Google Sheets seamlessly using Pabbly Connect. Step-by-step tutorial for law firms. 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 begin integrating Facebook leads into Google Sheets, you need to access Pabbly Connect. Start by signing in or creating a new account if you are a first-time user. This process is straightforward and takes less than two minutes.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new folder for your workflow. Click on the plus icon to create a folder and name it ‘Facebook Leads to Google Sheets’. This organization helps in managing your integrations effectively.

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2. Creating a Workflow in Pabbly Connect

After setting up your folder, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it ‘Facebook Leads to Google Sheets for Law Firms’. This title reflects the specific integration you are setting up.

• Select the folder you just created.
• Click on ‘Create’ to proceed.
• You will see options for trigger and action events.

Set Facebook Lead Ads as your trigger application and select the trigger event as ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is submitted from your Facebook lead ads.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads with Pabbly Connect, you need to add a new connection. Click on ‘Add New Connection’ and then connect your Facebook account. Ensure that the account has the necessary permissions to manage your Facebook pages.

Once connected, select your Facebook page, which should be named ‘Justice Law Firm’. After that, choose the lead generation form you created, typically named ‘Contact Form’. This form collects the leads you want to send to Google Sheets.

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4. Setting Up Google Sheets as Action Application

Now, let’s configure Google Sheets as the action application in Pabbly Connect. Click on the action application and select Google Sheets. Then, choose the action event ‘Add New Row’ to insert new leads into your spreadsheet.

Connect your Google Sheets account by clicking on ‘Add New Connection’ and signing in with your Google account. Once authenticated, select the spreadsheet where you want to store the leads. The columns from your Google Sheets will automatically be fetched, allowing you to map the data.

• Map the fields such as Name, Email, and Phone Number.
• Use the data received from the Facebook lead ads for mapping.
• Save and send a test request to check if everything is working correctly.

After saving, go back to your Google Sheets to verify that a new row has been added with the lead details.

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5. Testing the Integration for Successful Data Transfer

To ensure your integration is working, delete any existing leads in your Facebook lead ads and create a new lead submission. This step is crucial for testing the automation set up through Pabbly Connect.

After submitting a new lead, return to your Google Sheets. You should see the new lead data reflected in the spreadsheet. This confirms that the integration between Facebook Lead Ads and Google Sheets via Pabbly Connect is functioning correctly.

In summary, you have successfully set up a workflow where new leads from Facebook are automatically added to Google Sheets. This process can save time and streamline lead management for law firms.

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Conclusion

In this tutorial, we explored how to integrate Facebook leads into Google Sheets using Pabbly Connect. By following the steps outlined, you can automate lead management efficiently and enhance your law firm’s operational workflow.

Learn how to integrate Fresh with Box using Clone Link effectively. Follow our detailed tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Creating a Workflow with Fresh and Box

To begin integrating Fresh with Box, start by creating a workflow. This workflow will automate the process of creating new contacts in Fresh whenever a new form is submitted. First, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button.

In the dialog box, name your workflow something like ‘Create Fresh Contacts on Box Submission’ and select your desired folder. After naming your workflow, click the ‘Create’ button to proceed. This establishes the groundwork for the integration.

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Setting Up the Trigger in Fresh

Next, set up the trigger for your workflow using Fresh. In Pabbly Connect, select your trigger application as Fresh and the trigger event as ‘New Response’. This allows the workflow to be activated upon receiving a new response from the Box integration.

After selecting the trigger, you will receive a webhook URL. This URL needs to be added to your Box form settings. Follow these steps to do so:

• Log in to your Box account.
• Select the form you wish to integrate.
• Navigate to the settings and find the integrations section.
• Add the webhook URL and complete the integration.

Once the webhook is set up, return to Pabbly Connect and perform a test submission to ensure that the integration is correctly capturing responses.

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Mapping Data from Box to Fresh

After successfully capturing the test response, it’s time to map the data from Box to Fresh. Select the action application as Fresh and choose the action event as ‘Create Contact’. This step is crucial as it allows you to automatically create a new contact in Fresh based on the data received from Box.

To connect your Fresh account, click on ‘Connect’ and choose to add a new connection. You will be prompted to enter your Fresh API key and account password. Follow these steps:

• Log in to your Fresh account and go to profile settings.
• Locate your API key and copy it.
• Paste the API key into Pabbly Connect.
• Enter your Fresh subdomain and save the connection.

Once the connection is established, you can map the fields such as full name, email, and phone number directly from the Box response.

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Testing the Integration

With the mapping complete, it’s essential to test the integration to ensure everything functions as expected. Submit a new form in Box with sample data. For example, enter a first name, last name, email, and phone number.

After submitting the form, check your Fresh account to confirm that the new contact has been created successfully. You should see the details matching the data you entered in Box. This test validates that the connection between Fresh and Box is working seamlessly.

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Conclusion

In this tutorial, we explored how to integrate Fresh with Box using Clone Link. By following the steps outlined, you can automate the creation of contacts in Fresh based on submissions from Box, enhancing your workflow efficiency.

This integration allows for real-time updates and ensures that your contact list remains current and accurate. Start automating your processes today with Fresh, Box, and Clone Link!

Learn how to seamlessly integrate Builder with Action using URL, PAB, and more in this detailed tutorial. Follow the exact steps for successful automation. 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. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Builder for Integration

Builder is essential for creating forms that will connect with Action. In this section, we will set up Builder to work with PAB and Action. To start, log into your Builder application and navigate to the dashboard. using Pabbly Connect

After logging in, you need to create a form that will send data to Action. This form will capture user responses and trigger the integration. Ensure you have all necessary fields ready, such as name, email, and phone number.

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2. Connecting Builder to Action via URL

Connecting Builder to Action requires a specific URL. First, visit the PAB dashboard and access the integration settings. Here, you will find options to create a new webhook. This webhook will facilitate the connection between Builder and Action. using Pabbly Connect

• Go to PAB dashboard and select ‘Create Webhook’.
• Copy the generated URL provided by PAB.
• Paste this URL into your Builder integration settings.

After pasting the URL, save your settings in Builder. This step is crucial as it allows Builder to send data to Action whenever a user submits the form. Make sure you see a confirmation that the webhook is active.

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3. Testing the Integration Between Builder and Action

Testing the integration is vital to ensure everything functions correctly. Start by submitting a test entry through your Builder form. Fill out the fields with sample data, such as a name, email, and phone number. using Pabbly Connect

Once you submit the form, check the Action application to confirm that the data has been received. This verification step ensures that the data flow from Builder to Action is seamless. If the data appears in Action, your integration is successful!

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4. Mapping Dynamic Data in Action

Mapping dynamic data is a key feature of this integration. In Action, you can set up fields to receive data from Builder. This means that every time a form is submitted, the data will populate the corresponding fields in Action automatically. using Pabbly Connect

To set this up, go into the Action settings and select the fields where you want the data to go. Ensure that you match the fields from Builder with those in Action. This mapping allows you to maintain organized records based on user submissions.

• Select the corresponding fields in Action for name, email, and phone number.
• Ensure the mapping is correct to avoid data loss.
• Save your settings in Action to finalize the mapping.

Once the mapping is complete, submit another test entry to see if the data appears correctly in Action. This ensures your integration is functioning dynamically.

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5. Finalizing Your Integration Between Builder and Action

Finalizing your integration involves reviewing all settings and ensuring everything is correctly configured. Go back to both Builder and Action to double-check your webhook URL and data mappings. Make sure there are no errors in the configuration. using Pabbly Connect

After verifying everything, perform one last test submission through Builder. Check the Action application to confirm that the new entry appears as expected. This final step guarantees that your integration is ready for use.

Once confirmed, you can start utilizing this integration for your workflows. With Builder and Action connected, you can automate tasks efficiently, saving time and effort in data management.

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, integrating Builder with Action using the specified URL and settings allows for seamless data flow. By following the step-by-step process, you can automate your workflows effectively and manage your applications efficiently.

Learn how to automate WhatsApp messages to your Facebook leads using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate WhatsApp messages to your Facebook leads, the first step is accessing Pabbly Connect. Simply search for ‘Pabbly Connect’ in your browser and open the landing page. Here, you will see options to sign up or sign in.

If you are a new user, clicking on ‘Sign up for free’ gives you access to 100 free tasks each month. Existing users can just click ‘Sign in’ to access their dashboard. Once logged in, navigate to the Pabbly Connect application from the dashboard to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to connect Facebook Lead Ads with WhatsApp. Click on the ‘Create Workflow’ button to start. You will be prompted to name your workflow and choose a folder for it.

• Name your workflow: ‘Send WhatsApp Messages to Facebook Leads’
• Select the folder: ‘Facebook Lead Ads to WhatsApp Automation’

After naming and selecting the folder, click on ‘Create’. This will open the workflow window where you can set up your trigger and action. The trigger will be Facebook Lead Ads, and the action will be sending messages via WhatsApp.

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3. Setting Up the Trigger in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. The event for the trigger will be ‘New Lead Instant’. Click on ‘Connect’ to link your Facebook account.

• Choose to add a new connection or select an existing one.
• If adding a new connection, follow the prompts to connect your Facebook account.

Once connected, select the relevant Facebook page and lead generation form. Click on ‘Save’ and send a test request. This will ensure that Pabbly Connect captures the webhook response from Facebook when a new lead is generated.

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4. Setting Up the Action in Pabbly Connect

The next step involves setting up the action in Pabbly Connect. For this, select ‘WhatsApp Cloud API’ as your action application. The action event will be ‘Send Template Message’. Again, click on ‘Connect’ to establish the connection.

Choose to add a new connection or select an existing one. If adding a new connection, provide the API token, phone number ID, and WhatsApp business account ID.

After successfully connecting, select the template message you want to send. Map the recipient’s mobile number and personalize the message body with the lead’s name. Click on ‘Save’ and send a test request to confirm that everything is working properly.

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5. Testing and Confirming Your Workflow

Finally, it’s time to test your workflow in Pabbly Connect. Delete any previous test leads and refresh the page. Use the Lead Ads Testing Tool to submit a new test lead for your Facebook page.

After submission, check your WhatsApp to confirm that the message was received. The message should reflect the template you set up, personalized with the lead’s name. If everything works correctly, your automation is successfully set up!

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 allows you to automate WhatsApp messages to your Facebook leads seamlessly. By following these steps, you can enhance your affiliate marketing efforts with efficient communication.

Learn how to seamlessly integrate Gravity Forms with Go High Level using Pabbly Connect in this step-by-step tutorial. 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 start integrating Gravity Forms with Go High Level, you first need to access Pabbly Connect. This platform will enable you to automate the process of creating contacts based on form submissions automatically.

Open a new tab and search for Pabbly Connect. You will be directed to the landing page where you can either sign in or sign up for a free account. Signing up takes just a couple of minutes and provides you with 100 free tasks each month.

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2. Creating a New Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the dashboard. Here, you will create a new workflow to connect Gravity Forms and Go High Level. Click on the ‘Create Workflow’ button.

• Name your workflow, such as ‘Create Go High Level Contact with Tags on Gravity Form Submission’.
• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed.

This will take you to the workflow window where you can set up your trigger and action. The trigger will be Gravity Forms, while the action will be Go High Level.

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3. Setting Up Trigger with Gravity Forms

In your new workflow, the first step is setting up the trigger. Select Gravity Forms as your trigger application in Pabbly Connect. Next, choose the trigger event as ‘New Response’.

You will need to connect Gravity Forms with Pabbly Connect using a webhook URL. This URL acts as a bridge between both applications. Copy the webhook URL provided by Pabbly Connect and proceed to your Gravity Forms account.

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4. Configuring Gravity Forms to Use the Webhook

In Gravity Forms, you need to activate the Webhooks add-on. Navigate to the Add-ons section, find the Webhooks add-on, and activate it. After activation, go to the forms section and select the form you wish to integrate.

• Open the settings of your selected form.
• In the settings, find the Webhooks option and click on it.
• Click on the ‘Add New’ button to create a new webhook.
• Paste the copied webhook URL and set the request method to POST with JSON format.

Save your settings, and now your Gravity Forms are ready to send data to Pabbly Connect.

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5. Setting Up the Action in Pabbly Connect

Now that your trigger is set up, it’s time to configure the action. In Pabbly Connect, select ‘Lead Connector V2’ as your action application. Choose ‘Create Contact’ as the action event.

Connect your Go High Level account by clicking on ‘Add New Connection’. Fill in the required details and ensure the connection is successful. Next, map the fields from your Gravity Forms submission to the corresponding fields in Go High Level.

For example, map the first name, last name, email, and any tags you want to assign to the new contact. Once all details are mapped, click on ‘Save and Send Test’. This will confirm that the integration is working as expected.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Gravity Forms with Go High Level effectively. By following these steps, you can automate the process of creating contacts based on form submissions, streamlining your workflow and improving efficiency.

Learn how to integrate Copart and Quinton using Pabbly Connect. This tutorial provides detailed steps for seamless automation. 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 Integration

To start integrating Copart and Quinton, first access Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the dashboard. Here, you can create a new folder specifically for your workflow. Click on the plus icon to create a folder named ‘Copart to Quinton’ and proceed to create a new workflow.

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2. Creating the Workflow in Pabbly Connect

In this section, we will set up a workflow to automate the process of creating a contact in Quinton whenever a new order is received in Copart. Select the folder you created earlier and name your workflow ‘Create Quinton Contact with Tag for Copart Order’.

Next, you will be prompted to select a trigger application. Choose Copart as your trigger application and select the trigger event as ‘Instant Payment Notification’. This event will activate the workflow whenever a payment is received in Copart.

• Select Copart as the trigger application.
• Choose ‘Instant Payment Notification’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

With the webhook URL copied, you can now set it up in your Copart account to ensure that it communicates with Pabbly Connect effectively.

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3. Setting Up Copart for Webhook Integration

To set up the webhook, log into your Copart account and navigate to the settings. Under ‘IPN Connections’, create a new integration and select ‘Generic’ as the integration type. Enter the webhook URL from Pabbly Connect as the notification URL.

Name the connection (e.g., ‘Demo Connection’) and enter a dummy password. Save the changes to finalize the integration. This step is crucial as it establishes the link between Copart and Pabbly Connect.

• Navigate to ‘IPN Connections’ in Copart settings.
• Create a new integration and select ‘Generic’.
• Paste the webhook URL and save the connection.

After saving, go back to Pabbly Connect and check for a webhook response, which confirms that the setup is successful.

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4. Configuring Quinton as the Action Application

Now that the trigger is set up, it’s time to configure Quinton as the action application in Pabbly Connect. Select Quinton and choose the action event ‘Create or Update Contact’. You will need to connect your Quinton account to Pabbly Connect.

To do this, select ‘Add New Connection’. You will be prompted to enter the API Base URL and Token from your Quinton account settings. Ensure you have these details ready to facilitate a smooth connection.

Select ‘Create or Update Contact’ as the action event. Enter the API Base URL and Token from Quinton. Click on ‘Save’ to establish the connection.

Once connected, you can map the data from the Copart response to the fields required by Quinton, ensuring that the contact is created with the necessary details.

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5. Finalizing the Integration and Testing

In the final step, you will map the details from the Copart order to the Quinton contact fields. Enter the primary email address, first name, and last name using the mapping feature in Pabbly Connect.

After mapping the required fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should receive a success response indicating that the contact has been added to Quinton.

Map the email address, first name, and last name from Copart. Click on ‘Save and Send Test Request’. Check for a success response in Pabbly Connect.

Once confirmed, your workflow is complete! You have successfully integrated Copart and Quinton using Pabbly Connect, automating the contact creation process.

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Conclusion

In this tutorial, we explored how to integrate Copart and Quinton using Pabbly Connect. By following the steps outlined, you can automate the creation of contacts based on new orders in Copart, enhancing your workflow efficiency.

Learn how to automate maintenance requests using Pabbly Connect to integrate Google Chat and Google Forms effectively. 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 Automation

To automate maintenance requests using Pabbly Connect, first, access the platform. Pabbly Connect serves as the integration hub between Google Forms and Google Chat.

Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 free tasks each month. Once logged in, you will see the Pabbly apps window where you can select Pabbly Connect to create your automation.

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2. Creating a Workflow in Pabbly Connect

After selecting Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow.

• Enter a name for your workflow, such as ‘Automate Maintenance Request with Google Forms and Google Chat’.
• Select a folder to save your workflow, like ‘Google Forms Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

Your workflow is now created, and you will see two sections: Trigger and Action. The trigger will be Google Forms, while the action will be Google Chat, facilitating the automation process through Pabbly Connect.

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3. Setting Up the Trigger with Google Forms

To set up the trigger in Pabbly Connect, click on the trigger section and select Google Forms as your trigger application. The event you need to choose is ‘New Response Received’.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Google Forms with Pabbly Connect. Open the Google Form you created for maintenance requests and link it to a new Google Sheet for response storage.

• Click on ‘Responses’ in your Google Form.
• Select ‘Link to Sheets’ and create a new spreadsheet.
• Install the Pabbly Connect Webhooks add-on from Google Sheets.

After installation, go to Extensions, select Pabbly Connect Webhooks, and paste the copied webhook URL into the dialog box. Set the trigger column to the final column where data will be added, typically Column G.

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4. Configuring the Action with Google Chat

Next, configure the action step in Pabbly Connect. Click on the action section and select Google Chat as the action application. Choose the action event ‘Create Message’.

Pabbly Connect will prompt you to enter the Google Chat webhook URL. To obtain this, go to your Google Chat space, select ‘Apps and Integrations’, and then add a webhook. Name your webhook and provide the Avatar URL if necessary.

Copy the generated webhook URL from Google Chat. In Pabbly Connect, paste the webhook URL. Map the fields such as requester name, machine name, description, and urgency from the previous step.

Once you’ve mapped the fields, click ‘Save and Send Test Request’. This will send a test message to your Google Chat space, confirming that the integration is working correctly via Pabbly Connect.

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5. Testing and Verifying the Integration

To ensure everything is set up correctly, perform a test submission of your Google Form. Fill in the required fields and submit the form. This action should trigger the workflow in Pabbly Connect.

Check your Google Sheet to verify that the data has been captured correctly. You should see the new response reflected in the spreadsheet. Then, check your Google Chat space to see if the maintenance request notification has been sent successfully.

Confirm that the details such as requester name and urgency are correctly displayed in the message. If everything appears correct, your integration is successful.

Repeat the process with different submissions to ensure the automation is consistently working, demonstrating the power of Pabbly Connect in automating tasks between Google Forms and Google Chat.

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Conclusion

In summary, using Pabbly Connect to integrate Google Chat and Google Forms allows for efficient automation of maintenance requests. This setup ensures that every submission is promptly communicated to the team, enhancing workflow and response times.

Learn how to automate WhatsApp messages to new leads from Trade India using Pabbly Connect. Follow this detailed 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 Automation

To begin automating WhatsApp messages to new leads from Trade India, first access Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. If you are new, click on ‘Sign Up Free’ to create an account in just a couple of minutes.

For existing users, simply click ‘Sign In’. Once logged in, you will reach the all apps page. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard where you will create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Trade India to WhatsApp’. Select a folder for your Pabbly account to organize this automation.

• Click ‘Create’ to open the workflow.
• You will see two windows: the trigger window and the action window.

In this workflow setup, the trigger window will connect your Trade India account to Pabbly Connect. This connection ensures that whenever a new lead is captured in Trade India, it will reflect in your Pabbly Connect workflow.

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3. Setting Up the Trigger with Trade India

In the trigger window, choose Trade India as the app. Select the trigger event as ‘Capture Leads’. Click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Trade India User ID, Profile ID, and Key to establish this connection. using Pabbly Connect

To retrieve these details, go to your Trade India dashboard, navigate to the left sidebar, and click on ‘My Inquiry API’. Copy the necessary details and paste them into the Pabbly Connect fields. Click ‘Save’ to connect the accounts.

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4. Integrating WhatsApp Cloud API

Now, in the action window, search for WhatsApp Cloud API and select it. Choose the action event as ‘Send Template Message’. Click ‘Connect’ and select ‘Add New Connection’. Enter your WhatsApp Cloud API Token, Phone Number ID, and WhatsApp Business Account ID. using Pabbly Connect

• You can find these details in your WhatsApp Cloud API account dashboard.
• Ensure your token is valid; you may need a permanent access token.

After entering the details, click ‘Save’. Next, you must select the template message you created in WhatsApp Cloud API. Make sure to get your message template approved by Facebook before using it in Pabbly Connect.

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5. Finalizing the Integration and Testing

After setting up the WhatsApp integration, map the recipient’s mobile number from the Trade India trigger response to the WhatsApp Cloud API action step. Ensure the number is formatted correctly without the ‘+’ sign. using Pabbly Connect

For additional customization, you can send documents alongside your WhatsApp message. Enter the document URL in the header document URL field and specify the file name. Map any dynamic fields such as the lead’s name and product name appropriately.

Once all fields are filled, click ‘Save and Send Test Request’ to test your automation. You should receive a WhatsApp message at the specified number containing the lead’s details and any attachments included.

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Conclusion

This tutorial demonstrated how to automate WhatsApp messages to new leads from Trade India using Pabbly Connect. By following these steps, you can efficiently nurture leads and enhance communication with your potential customers.