Author: Rajpal Tomar

Learn how to automate adding Facebook leads to Google Sheets for your real estate business using Pabbly Connect. Step-by-step tutorial 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. Setting Up Facebook Leads for Hub Real Estate

To begin integrating Facebook leads into Google Sheets, we start with the application Pabbly Connect. This allows us to automatically transfer lead details from Facebook to our Google Sheets. First, ensure you have a Facebook page for your real estate business, such as ‘Hub Real Estate,’ and that you are running Facebook ads to generate leads.

Once your Facebook ad is set, you need to create a lead form. This form should include fields like first name, last name, email, phone number, and city. After the form is ready, we can proceed to connect Facebook leads with Pabbly Connect.

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2. Connecting Pabbly Connect to Facebook Leads

Next, we will connect Pabbly Connect to Facebook Leads. Start by signing into your Pabbly Connect account. After logging in, click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Select your trigger application as Facebook Lead Ads.
• Choose the trigger event as New Lead Instant.
• Connect your Facebook account and select the corresponding page.

After selecting your page, choose the lead ad form you created. This will ensure that only leads from this specific form are captured. Click on ‘Save and Send Test Request’ to confirm the connection.

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3. Testing Facebook Leads Submission

To verify that everything is set up correctly, we will test the lead submission. Use the Meta for Developers tool to submit a test lead. Select your page and lead form, then fill in the necessary details, such as first name, last name, email, phone number, and city.

After submitting the test lead, return to Pabbly Connect to check if the response has been received. You should see all the details captured, confirming that the connection is working.

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4. Integrating Google Sheets with Pabbly Connect

Now that we have successfully set up our trigger with Facebook Leads, we will move to the action step by integrating Google Sheets. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event. using Pabbly Connect

• Connect your Google Sheets account by signing in.
• Select the spreadsheet you created for your leads.
• Map the fields from Facebook leads to the corresponding columns in Google Sheets.

Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’ to ensure that data flows from Facebook to Google Sheets correctly.

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5. Final Testing and Summary of Automation

After completing the integration, it’s crucial to test the automation to confirm it functions as intended. You can delete any previous test leads in the Meta tool and submit a new lead using the same form. using Pabbly Connect

Check your Google Sheets to see if the new lead appears with all the correct information. This confirms that your automation is working perfectly. With this setup, every new lead generated through Facebook will automatically populate your Google Sheets.

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 Pabbly Connect with Facebook Leads and Google Sheets streamlines your real estate lead management process. This automation saves time and ensures you capture all leads efficiently.

Learn how to automate sending Telegram messages from Google Sheets using Pabbly Connect. This step-by-step guide covers everything you need to know. 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 automate sending Telegram messages from Google Sheets, you first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect homepage.

Here, you will find options to sign in or sign up for a free account. If you’re a new user, click on the ‘Sign Up for Free’ button. After creating your account, you will receive 100 free tasks each month to explore Pabbly Connect and test various automations.

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2. Creating a New 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 in the top right corner.

A dialog box will prompt you to name your workflow. Enter ‘Send Telegram Messages from Google Sheets Automatically’ and select a folder to save it. Click ‘Create’ to proceed. This sets up the framework for your automation process.

• Name your workflow clearly.
• Select an appropriate folder for organization.
• Click ‘Create’ to finalize the setup.

After creating the workflow, you will see two windows open for triggers and actions. For this automation, select Google Sheets as your trigger application and Telegram as your action application.

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3. Setting Up Google Sheets as a Trigger

The next step in Pabbly Connect is to configure Google Sheets as your trigger application. Click on the trigger application and select the event type as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added to your Google Sheets, it will trigger the workflow.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge between Google Sheets and Pabbly Connect.

• Copy the provided webhook URL.
• Open your Google Sheets document.
• Navigate to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhook.

Install the add-on and perform the initial setup by pasting the webhook URL and specifying the trigger column. This setup will allow the data from Google Sheets to flow into Pabbly Connect.

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4. Connecting Telegram to Pabbly Connect

After setting up Google Sheets, the next step is to connect Telegram as the action application in Pabbly Connect. Select Telegram and choose the action event as ‘Send a Text Message’. Click on ‘Connect Now’ to create a new connection with your Telegram bot.

To establish this connection, you will need an API token from your Telegram bot. Use the BotFather in Telegram to create a new bot and obtain the token. Once you have the token, paste it into Pabbly Connect to finalize the connection.

Create a new bot using BotFather in Telegram. Copy the API token provided by BotFather. Paste the token into Pabbly Connect to connect your bot.

After connecting, provide the chat ID where you want to send messages and customize the message content using mapped data from the Google Sheets response.

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5. Testing the Integration

With both Google Sheets and Telegram connected through Pabbly Connect, it’s time to test the integration. Add a new row in your Google Sheets with task details and ensure that it triggers the Telegram message.

Once the new row is added, Pabbly Connect will automatically send a message to the designated Telegram group. You can verify this by checking your Telegram app for the new message containing the task details.

Add a new row to Google Sheets. Check Telegram for the new message. Confirm that the message contains the correct details.

This confirms that your automation is working perfectly. Every time you add a new row, a corresponding message will be sent to your Telegram group without any manual effort.

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Conclusion

In this tutorial, we explored how to automate sending Telegram messages from Google Sheets using Pabbly Connect. By following the steps outlined, you can efficiently manage task assignments and notifications for your team.

This integration not only saves time but also ensures that your team stays informed about new tasks in real-time. Start using Pabbly Connect today to streamline your communication processes!

Learn how to automate order processing with Google Sheets and WhatsApp using Pabbly Connect. Step-by-step guide for seamless integration of your orders. 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 automate order processing with Google Sheets and WhatsApp, start by accessing Pabbly Connect. This platform allows you to create workflows that connect different applications without any coding skills.

Visit the Pabbly Connect homepage in your browser. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can click ‘Sign In’ to access their dashboards. Remember, new users receive 100 free tasks monthly to explore the software.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option, and a dialog box will appear prompting you to name your workflow.

• Name your workflow, for example, ‘Automate Order Processing with Google Sheets and WhatsApp’.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two windows: one for the trigger and one for the action. The trigger will be Google Sheets, and the action will be WhatsApp Cloud API, which will send messages to customers automatically.

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3. Connecting Google Sheets with Pabbly Connect

In this step, you will connect Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and then choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will trigger the workflow whenever a new order is added.

After selecting the trigger event, a webhook URL will be generated. This URL acts as a bridge between Google Sheets and Pabbly Connect. Copy this URL to connect Google Sheets with Pabbly Connect.

• Open your Google Sheets and navigate to Extensions.
• Select Add-ons and search for ‘Pabbly Connect Webhooks’.
• Install the add-on and refresh your spreadsheet.

After installation, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL and set the trigger column, which is the last column where data will be entered, ensuring that the entire row is sent to Pabbly Connect.

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4. Integrating WhatsApp with Pabbly Connect

Now that Google Sheets is connected, the next step is integrating WhatsApp Cloud API with Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’.

To establish this connection, you will need to enter your WhatsApp Cloud API credentials, including the token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account under the API setup section.

Copy and paste your phone number ID. Paste your WhatsApp business account ID. Finally, paste the temporary access token.

Once the connection is established, select the template you created for sending order details. Ensure that all necessary variables are mapped correctly, such as customer name, order ID, and delivery address, to personalize each message.

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5. Testing the Workflow

With everything set up, it’s time to test your workflow in Pabbly Connect. Add a new order to your Google Sheets. Once you add the order details, the workflow should trigger automatically, sending a WhatsApp message to the designated customer.

After testing, check your WhatsApp to confirm that the message has been received. If successful, you will see the customized message containing all order details. This confirms that your integration between Google Sheets and WhatsApp through Pabbly Connect is working perfectly.

To automate sending messages for existing orders, you can use the ‘Send All Data’ option in Pabbly Connect. This will send messages to all customers based on the existing data in Google Sheets.

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Conclusion

In this tutorial, we explored how to automate order processing using Pabbly Connect to integrate Google Sheets and WhatsApp. By following these steps, you can streamline your order management process efficiently.

Learn how to automate delivery schedules with Google Sheets and WhatsApp using Pabbly Connect. Follow this step-by-step tutorial to streamline your e-commerce operations. 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 Automation

To automate delivery schedules using Pabbly Connect, start by accessing the platform. Open a new tab and navigate to Pabbly Connect’s official website. If you do not have an account, sign up for free, which only takes a couple of minutes.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Access Now’ button for Pabbly Connect to get started. This is where you can manage all your integrations, including connecting Google Sheets and WhatsApp Cloud API.

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2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, you need to create a new workflow for automating delivery schedules. Click on the ‘Create Workflow’ button. Name your workflow based on your objective, such as ‘Automate Delivery Schedules with Google Sheets and WhatsApp’.

• Select a folder to save your workflow.
• Choose a trigger application, which in this case is Google Sheets.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.

After setting up the trigger, connect Google Sheets with Pabbly Connect by copying the provided webhook URL. This URL acts as a bridge between Google Sheets and Pabbly Connect.

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3. Configuring Google Sheets for Integration

To configure Google Sheets, open your spreadsheet where you maintain delivery schedules. Go to the ‘Extensions’ menu and find the Pabbly Connect Webhooks add-on. If you haven’t installed it yet, you’ll need to do so from the Google Workspace Marketplace.

Once installed, go back to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which is the last data entry column (e.g., Column I). This column will send data to Pabbly Connect whenever a new row is added.

• Click ‘Send Test’ to verify your connection.
• Enable the ‘Send on Event’ option to automate data transfer.

After these steps, your Google Sheets is ready to work with Pabbly Connect, sending order details automatically when a new row is added.

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4. Connecting WhatsApp Cloud API with Pabbly Connect

Next, you need to set up the action application, which will be WhatsApp Cloud API in this case. In your workflow on Pabbly Connect, select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’.

To connect WhatsApp Cloud API to Pabbly Connect, you will need your WhatsApp Business Account ID, phone number ID, and a temporary access token. These details can be found in your WhatsApp Cloud API account. Paste these details into the respective fields in Pabbly Connect to establish the connection.

Make sure to refresh your temporary access token before copying. Save the connection once all details are entered.

After saving, you can select a message template that you have created in your WhatsApp Cloud API account. This template will be used to send automated messages to customers regarding their scheduled deliveries.

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5. Finalizing the Workflow and Testing

With your connections established, it’s time to finalize the workflow in Pabbly Connect. Map the required fields in the WhatsApp template to the data received from Google Sheets. This includes customer name, order ID, delivery date, and address.

Once all fields are mapped, click on ‘Save and Send Test Request’ to ensure everything is functioning. You can test this by entering a new order in your Google Sheets and checking if the WhatsApp message is received correctly.

Enter new order details in Google Sheets to trigger the automation. Verify that the automated WhatsApp message is sent successfully.

This completes the setup, allowing you to automate delivery schedules efficiently using Pabbly Connect to link Google Sheets and WhatsApp Cloud API.

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Conclusion

This tutorial illustrated how to automate delivery schedules with Google Sheets and WhatsApp using Pabbly Connect. By following these steps, you can streamline your e-commerce operations and enhance customer communication effectively.

Learn how to integrate Swipe Pages Form Submission with Brevo using Pabbly Connect. Follow this step-by-step tutorial to automate contact creation effortlessly. 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 start integrating Swipe Pages Form Submission with Brevo, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website and either sign in or sign up for a free account. New users can enjoy 100 free tasks every month.

Once logged in, you will find the dashboard of Pabbly Connect. Here, you can create a new folder for your workflow by clicking on the plus icon and naming it appropriately, like ‘Swipe Pages to Brevo’. This organization helps manage your integrations efficiently.

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2. Creating a Workflow in Pabbly Connect

After setting up your folder, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and a dialog box will prompt you to name your workflow. Name it ‘Create Brevo Contact for Swipe Pages Form Submission’.

• Select your folder from the dropdown.
• Click on ‘Create’ to proceed.

Now, you will see two important events: Trigger and Action. The Trigger application is Swipe Pages, and the Action application is Brevo. This setup will automate the contact creation process whenever a form is submitted through Swipe Pages.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select Swipe Pages as your trigger application in Pabbly Connect. Next, choose the event ‘New Form Submission’. This event will initiate the workflow when a new form is submitted.

Pabbly Connect will provide you with a Webhook URL, which acts as a bridge between Swipe Pages and your Pabbly Connect account. To set this up, log into your Swipe Pages account and navigate to the landing page where your form is located. Click on ‘Integrations’ and then on ‘Get Started’.

• Create or edit a landing page.
• Drag the ‘Form Submission’ trigger into your workflow.
• Select the page and funnel for the form.

After setting this up, you will need to connect the trigger to the action, which we will cover in the next section.

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4. Configuring the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select Brevo as your action application and choose the event ‘Create or Update Contact’. Click on connect and then select ‘Add New Connection’ to link your Brevo account with Pabbly Connect.

To establish this connection, you will need to enter your Brevo domain and API key. You can find these details in your Brevo account under the profile settings. Generate a new API key if you haven’t done so already, and make sure to copy it without missing the trailing slash in the domain.

Enter the domain and API key in Pabbly Connect. Map the email address and other fields from the previous step. Click on ‘Save and Send Test Request’ to verify the connection.

Once the test is successful, you will see the new contact created in your Brevo account, confirming that the integration works perfectly.

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5. Testing the Integration in Pabbly Connect

After successfully setting up both the trigger and action, it’s essential to test the integration in Pabbly Connect. Go back to your Swipe Pages form and submit a test entry. This will allow you to see if the data flows correctly to Brevo.

Once the form is submitted, return to your Pabbly Connect dashboard and check if the new contact appears in Brevo. If everything is set up correctly, you will see the new contact reflecting the details you entered in the form.

Submit the form with dummy details. Check Brevo for the new contact entry. Repeat the process to ensure automation works consistently.

This final test proves that the integration between Swipe Pages and Brevo using Pabbly Connect is successful and fully automated.

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Conclusion

In this tutorial, we covered how to integrate Swipe Pages Form Submission with Brevo using Pabbly Connect. By following the steps outlined, you can automate contact creation seamlessly, enhancing your workflow efficiency.

Learn how to seamlessly integrate JotForm submissions into Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial for automation. 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 begin integrating JotForm submissions into Microsoft Excel, first, access Pabbly Connect. This platform allows you to create automation workflows between various applications. If you are a new user, you can sign up for free and receive 100 tasks each month.

After signing into your Pabbly Connect account, you will see the dashboard displaying various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. For this integration, you might name it ‘JotForm Submissions in Microsoft Excel’.

• Select a folder to save your workflow.
• After naming your workflow, click on the ‘Create’ button.
• You will see two sections: Trigger and Action.

In this case, set the trigger application as JotForm and the action application as Microsoft Excel. This setup is crucial for the automation process.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, click on the arrow next to the Trigger section. Select JotForm as your trigger application and choose ‘New Response’ as the trigger event. This means that every time a new form submission occurs, Pabbly Connect will capture the response.

Once you select the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as you will need it to connect JotForm with Pabbly Connect.

• Open your JotForm account and navigate to the form you want to integrate.
• Go to the ‘Settings’ tab and select ‘Integrations’.
• Search for Webhooks and paste the copied URL into the provided field.

After completing these steps, click on ‘Complete Integration’ to finalize the connection. You should see a confirmation that the integration is ready.

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4. Testing the Trigger Setup in Pabbly Connect

With the trigger set up, it’s time to test the connection. Go back to your JotForm and submit a test entry. Fill out the form with sample data and submit it. This action will trigger the webhook you set up in Pabbly Connect.

After submission, return to Pabbly Connect and check if it has captured the response. If successful, you will see the details of your test submission reflected in the Pabbly Connect dashboard.

Verify the captured data, such as first name, last name, email, and phone number. This confirms that JotForm is correctly integrated with Pabbly Connect.

Once you confirm the data is captured, you can proceed to set up the action step in your workflow.

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5. Setting Up the Action in Pabbly Connect

Now that the trigger is working, you need to set up the action step. Click on the arrow next to the Action section and select Microsoft Excel as your action application. Choose ‘Add Row to Worksheet’ as the action event.

Next, you will need to connect Microsoft Excel to Pabbly Connect. Click on ‘Connect’ and authorize the connection. After connecting, select the workbook where you want the data to be added. In this case, select the workbook named ‘JotForm Lead Details’.

Select the worksheet, typically named ‘Sheet1’. Map the fields from the JotForm response to the corresponding columns in Excel.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This action will send the data to your Microsoft Excel worksheet. Refresh your worksheet to check if the data has been added correctly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of JotForm submissions into Microsoft Excel. By following the steps outlined, you can efficiently capture form responses and have them automatically populated in your Excel worksheets. This integration streamlines your workflow and enhances productivity.

Learn how to integrate WhatsApp Cloud API with Facebook Leads using Pabbly Connect for automated messaging. Follow this step-by-step tutorial for seamless integration. 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 Integration

To begin the integration process, access Pabbly Connect by searching for its official website. If you are a new user, click on the ‘Sign Up Free’ option for a quick registration. Existing users can simply click on ‘Sign In’ to enter their accounts.

After logging in, navigate to the application dashboard where you can create a new folder for your workflow. Click the plus icon to initiate this process, naming your folder appropriately, such as ‘Facebook Leads to WhatsApp’. This organization helps maintain clarity in your integrations.

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2. Creating a Workflow in Pabbly Connect

With your folder set, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Send WhatsApp Message to Facebook Leads for Plumbing Business’. This title will help you identify the workflow later.

• Select a Trigger Application: Facebook Lead Ads
• Choose Trigger Event: New Lead Instant
• Connect your Facebook Lead Ads account to Pabbly Connect

After selecting the trigger event, you will need to connect your Facebook Lead Ads account. Click on ‘Connect’ and follow the prompts to authenticate your account. Make sure to select the correct Facebook page and lead generation form to proceed.

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3. Setting Up WhatsApp Cloud API in Pabbly Connect

Once your trigger is set, the next step involves configuring the action application, which is the Pabbly Connect integration with WhatsApp Cloud API. Click on the action application and select the action event as ‘Send Template Message’. This action will send a WhatsApp message when a new lead is generated.

To connect your WhatsApp Cloud API account, you will need to enter specific details including the access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account settings.

• Input Access Token
• Input Phone Number ID
• Input WhatsApp Business Account ID

After entering these details, click on ‘Save’ to finalize the connection. This will link your WhatsApp Cloud API with Pabbly Connect, allowing you to send messages automatically.

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4. Testing the Integration Workflow

After setting up the WhatsApp Cloud API, it’s essential to test the integration within Pabbly Connect. You can do this by generating a test lead using the Facebook Lead Ads testing tool. Fill out the lead form, and ensure you submit it to trigger the workflow.

Once the test lead is submitted, return to Pabbly Connect and check for the response. If the integration is successful, you should see the lead details reflected in your workflow. This confirms that your trigger is working correctly.

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5. Conclusion: Automating Messaging with Pabbly Connect

In this tutorial, you learned how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. By setting up triggers and actions, you can streamline your communication process effectively.

This integration not only saves time but also enhances customer engagement by ensuring timely responses to leads. Now you can easily connect various applications to automate your workflows using Pabbly Connect.

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In conclusion, integrating WhatsApp Cloud API with Facebook leads using Pabbly Connect allows for seamless communication and enhanced customer engagement. Follow the steps outlined in this tutorial to set up your automation today!

Learn how to automate adding new leads from Trade India to V Tiger using Pabbly Connect. Follow our step-by-step tutorial 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 Integration

To start integrating Trade India with V Tiger using Pabbly Connect, first, access the Pabbly Connect platform. Open your web browser and navigate to Pabbly.com/c/connect. This will take you to the Pabbly Connect landing page.

If you are new to Pabbly, click on the ‘Sign Up Free’ option to create your account. Existing users can simply sign in. Once logged in, you will reach the dashboard where you can initiate your automation workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Trade India to V Tiger’. Select the appropriate folder for your workflow and click on ‘Create’. This action opens the workflow interface, displaying both the trigger and action windows. using Pabbly Connect

• Click on the trigger window and select Trade India as your application.
• From the trigger event dropdown, choose ‘Capture Leads’.
• Connect your Trade India account by entering the User ID, Profile ID, and Key.

Once these details are entered, click ‘Save’ to establish the connection. After connecting, use the ‘Save and Send Test Request’ button to fetch the details of the most recent lead from Trade India.

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3. Adding Leads to V Tiger CRM

In the action window of your Pabbly Connect workflow, search for V Tiger CRM and select it as the application. Then, choose ‘Create Contact’ as the action event. Click ‘Connect’ and enter your V Tiger account details, including Username, Access Key, and Domain. using Pabbly Connect

• Get your Username and Access Key from your V Tiger account settings.
• Copy the domain from the URL of your V Tiger dashboard, ensuring no extra slashes are included.
• Click ‘Save’ after entering the required details.

After successful connection, you can map the lead details from Trade India to V Tiger. This includes selecting the contact type, first name, last name, and other relevant fields.

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4. Mapping Lead Details from Trade India

In this step, you will map the lead details received from Trade India to the corresponding fields in V Tiger. Start by selecting the contact type as ‘Lead’. Then, use the mapped responses for the first name and last name from the Trade India trigger step. using Pabbly Connect

For fields like mobile number, city, and state, map the respective responses from the Trade India lead. If you don’t have certain details like email or title, you can leave those fields blank. This mapping ensures that all relevant lead information is accurately captured in V Tiger.

Ensure to map the sender’s mobile number and city correctly. Leave unnecessary fields blank if no data is available. Click ‘Save and Send Test Request’ to verify the integration.

After completing the mapping, clicking ‘Save and Send Test Request’ will add the lead to your V Tiger CRM. You can check your V Tiger account to see if the lead has been successfully added.

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5. Finalizing Your Automation with Pabbly Connect

Once you have verified that the lead is added to V Tiger, your automation setup is complete. This integration allows you to automatically add new leads from Trade India to V Tiger CRM without manual input, streamlining your lead management process. using Pabbly Connect

Remember, Pabbly Connect checks for new leads in Trade India every 8 hours by default. However, you can reduce this polling time to as little as 10 minutes by contacting Pabbly Connect support. This flexibility ensures your leads are captured promptly.

With this automation, you can efficiently manage your leads and improve your sales process. You can also explore other integrations available through Pabbly Connect to enhance your business operations.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate lead capturing from Trade India to V Tiger. By following these steps, you can improve your lead management efficiency and ensure timely follow-ups.

Learn how to enroll students in LearnDash using Stripe payments through Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. 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 start enrolling students in LearnDash on Stripe payments, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications easily. First, open your web browser and navigate to Pabbly Connect’s website.

If you don’t have an account, sign up for free to get started. Once logged in, you’ll be directed to the Pabbly Connect dashboard where you can create new workflows. This is where the integration between Stripe and LearnDash begins.

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Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect that will handle the integration. Click the ‘Create Workflow’ button and name it appropriately, such as ‘Enroll Student in LearnDash on Stripe Payment.’ Choose a folder to save your workflow.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger will be set to Stripe, and the Action will be split between WordPress and LearnDash. This setup will allow you to create a user in WordPress and then enroll that user into a course in LearnDash.

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Configuring Stripe Integration in Pabbly Connect

The first step in your workflow is to set up the Trigger. Select Stripe as your trigger application and choose the event ‘Checkout Completed’. This event will activate the workflow when a payment is successfully completed.

Next, you need to connect Stripe with Pabbly Connect. For this, copy the provided Webhook URL and navigate to your Stripe account. Under the Developers section, go to Webhooks and add a new endpoint using the copied URL. Set the description and select the latest API version. Finally, add the event ‘Checkout Session Completed’ to complete the webhook setup.

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Filtering Payments for Specific Courses

After setting up the Stripe integration, the next step involves filtering the payment data. This is crucial to ensure that only payments related to your specific course are processed. In the Action section of Pabbly Connect, add a Filter step.

• Select the label for filtering, which will be based on your course’s unique payment link.
• Set the filter type to ‘Equal To’ to match the payment link associated with your course.
• Save the filter and test it to ensure it works correctly.

This filter ensures that only relevant payments trigger the subsequent actions in your workflow, maintaining the integrity of your course enrollment process.

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Enrolling Students in LearnDash via Pabbly Connect

Once the payment is filtered successfully, the next step is to create a user in WordPress. Add an Action step and select WordPress as your application. Choose the action event ‘Create User’ to start the user creation process.

For this, you need to connect your WordPress account to Pabbly Connect by providing your WordPress username, password, and base URL. After connecting, map the user details from the Stripe payment response, such as the email, first name, and last name, to create a new user.

Finally, add another Action step for LearnDash and select the action ‘Enroll into Course’. Connect LearnDash to Pabbly Connect using your WordPress credentials again. Map the user ID created in the previous step to enroll the student into the desired course, completing the integration process.

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Conclusion

In this tutorial, we demonstrated how to enroll students in LearnDash using Stripe payments through Pabbly Connect. By following the detailed steps, you can automate the enrollment process seamlessly. This integration enhances your course management efficiency and ensures a smooth experience for your students.

Learn how to automate sending WhatsApp messages to your business school’s Facebook leads using Pabbly Connect. 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 sending WhatsApp messages to your business school’s Facebook leads, start by accessing Pabbly Connect. Open your browser and search for Pabbly Connect. Once on the landing page, you will find options to sign up or sign in.

If you are a new user, click on ‘Sign Up for Free’ to receive 100 tasks free every month. Existing users should click on ‘Sign In’ to access their account. After signing in, navigate to the Pabbly Connect dashboard to begin creating your automation.

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2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder for it. Name your workflow as ‘Send WhatsApp Message to Business Schools Facebook Leads’.

• Select the folder: Facebook Lead Ads to WhatsApp Automation
• Click on ‘Create’ to proceed

This opens the workflow window where you can set up your trigger and action. The trigger is the event that starts the automation, while the action is what happens as a result. For this setup, you will use Facebook Lead Ads as the trigger application in Pabbly Connect.

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3. Setting Up the Trigger with Facebook Lead Ads

In the workflow window, search for and select ‘Facebook Lead Ads’ as your trigger application. Choose the trigger event ‘New Lead Instant’ to capture leads as soon as they are submitted. Click on ‘Connect’ to establish this connection. using Pabbly Connect

You will need to either select an existing connection or create a new one. If creating a new connection, follow the prompts to connect your Facebook account. After successful connection, select your Facebook page, which is ‘Elevate Business School’, and the lead form associated with it.

• Choose the page: Elevate Business School
• Select the lead form: Elevate Business School

After configuring these settings, click ‘Save and Send Test Request’. This will allow you to verify that the connection is working correctly and that leads are being captured.

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4. Testing Lead Capture in Pabbly Connect

To test the lead capture, open a new tab and go to the Meta for Developers page. Navigate to the Lead Ads Testing Tool and select your page and form. Fill out the test lead details, such as name, email, and phone number, then submit the form.

Once submitted, return to your Pabbly Connect workflow. You should see the captured lead details, confirming that your trigger setup is successful. This means Pabbly Connect has successfully captured the lead information.

Verify the full name, email, and phone number are captured Confirm successful connection before proceeding

With the lead captured, you can now move on to the action step, which involves sending a WhatsApp message.

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5. Sending WhatsApp Messages Using Pabbly Connect

For the action application, select ‘WhatsApp Cloud API’ in Pabbly Connect. Choose the action event ‘Send Template Message’. Click on ‘Connect’ to set up your WhatsApp account connection.

Here, you will need to input your WhatsApp Cloud API credentials, including the temporary access token, phone number ID, and WhatsApp Business Account ID. Once connected, select the message template you want to use for the WhatsApp message.

Use the template: Facebook Lead Message Map the recipient mobile number from the captured lead

After mapping the necessary fields, click on ‘Save and Send Test Request’. You should receive a confirmation that the message has been sent successfully. Check your WhatsApp to verify that the message was received, indicating that the integration is working perfectly.

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Conclusion

By following this tutorial, you have learned how to use Pabbly Connect to automate sending WhatsApp messages to your business school’s Facebook leads. This integration allows for efficient communication with potential students as soon as a new lead is generated. Automate your workflow today for enhanced engagement!