Author: Rajpal Tomar

Learn how to automate WhatsApp messaging using Pabbly Connect and Google Sheets. Step-by-step guide to set up WhatsApp templates with opt-out options. 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

---

1. Accessing Pabbly Connect for Integration

To automate WhatsApp messaging, first, access Pabbly Connect by visiting their official website. Here, you can sign up for a new account or log in if you are an existing user. Once logged in, navigate to the dashboard where you can create workflows.

After logging into Pabbly Connect, click on the ‘Create Workflow’ option. You will be prompted to enter a name for your workflow, such as ‘WhatsApp Templates with Opt-Out Options.’ This workflow will enable the connection between your Google Sheets and WhatsApp Cloud API.

---

2. Setting Up Google Sheets as Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This setup will ensure that every time a new row is added, it triggers the action to send a WhatsApp message.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the provided webhook URL for integration.

After configuring the trigger, paste the webhook URL into your Google Sheets add-ons. This will establish a connection that allows data to flow from Google Sheets to Pabbly Connect.

---

3. Configuring WhatsApp Cloud API in Pabbly Connect

Next, we will set up WhatsApp Cloud API as the action application in Pabbly Connect. Select WhatsApp Cloud API and choose the action event as ‘Send Template Message.’ This will allow you to send customized messages to your leads.

To connect your WhatsApp Cloud API with Pabbly Connect, you will need to provide the following details: Access Token, Phone Number ID, and WhatsApp Business Account ID. These details can be found in your WhatsApp Cloud API dashboard.

• Access Token: Found in your WhatsApp Cloud API settings.
• Phone Number ID: Required for identifying the sender’s phone number.
• WhatsApp Business Account ID: Your unique business identifier.

Once you have entered these details, save the connection. This setup will enable Pabbly Connect to send messages via WhatsApp whenever a new lead is added in Google Sheets.

---

4. Creating WhatsApp Template for Messaging

Now, it’s time to create a WhatsApp template message that will be sent to your leads. In the WhatsApp Cloud API dashboard, navigate to the template section and click on ‘Create Template.’ Fill in the necessary fields, including template name, category, and message content.

For this template, ensure to include quick reply buttons for ‘Yes’ and ‘No’ options. This will allow your leads to confirm their attendance easily. Use placeholder variables for names to personalize the message.

Template Name: Opt Out Template. Category: Utility. Message: Customize with variables for personalization.

After creating the template, submit it for approval. Once approved, you can use it in your Pabbly Connect workflow to send messages automatically.

---

5. Sending Messages to Leads via Pabbly Connect

With everything set up, you can now send automated messages to all your leads. Whenever a new row is added to Google Sheets, Pabbly Connect will trigger the action to send the WhatsApp template message. Make sure to test this by adding a new lead in your Google Sheet.

After adding a lead, you should receive the WhatsApp message on the specified number. This confirms that your integration is working correctly. You can continue to add new leads, and the messages will be sent automatically without additional input.

In summary, using Pabbly Connect allows you to seamlessly integrate Google Sheets and WhatsApp Cloud API, automating your messaging process effectively. This setup is beneficial for event management, customer confirmations, and more.

---

Conclusion

In this tutorial, we explored how to automate WhatsApp messaging using Pabbly Connect and Google Sheets. By following the outlined steps, you can efficiently manage lead communications and confirmations, enhancing your event management or customer service processes.

Learn how to automate SMS sending using Pabbly Connect with Jotform submissions. 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

---

1. Accessing Pabbly Connect for SMS Automation

To start automating SMS sending, first access Pabbly Connect by visiting the official website. Here, you can sign up for a free account or log in if you are an existing user. This platform allows you to connect various applications seamlessly.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to automate your tasks. Click on the ‘Create Workflow’ button at the top right corner to begin setting up your automation.

---

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow that triggers SMS sending based on Jotform submissions. Begin by naming your workflow, for example, ‘Send SMS on Form Submission’. You can also choose a folder to organize your workflows. using Pabbly Connect

• Click on ‘Create’ to finalize your workflow setup.
• Select ‘Jotform’ as the trigger application and ‘New Response’ as the trigger event.
• Copy the provided webhook URL for integration.

After setting up the trigger, you can proceed to connect your Jotform account. This integration allows Pabbly Connect to receive data each time a new form is submitted.

---

3. Integrating Jotform with Pabbly Connect

To connect Jotform with Pabbly Connect, navigate to your Jotform account and select the specific form you want to integrate. Under the form settings, go to the Integrations tab and select Webhooks.

Here, paste the webhook URL copied from Pabbly Connect. Click on ‘Complete Integration’ to finalize the connection. This step ensures that every new submission in Jotform triggers an action within Pabbly Connect.

---

4. Setting Up SMS Action Using Pabbly Connect

Now that your trigger is set, it’s time to define the action. Select the action application as ‘Willo’ and choose ‘Send SMS Message’ as the action event. This integration allows you to send SMS messages automatically based on the data received from Jotform. using Pabbly Connect

• Connect your Willo account by entering your Account SID and Authorization Token.
• Map the SMS body to include the lead’s information dynamically.
• Specify the sender and recipient numbers for the SMS.

After setting up the SMS parameters, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This step is crucial to verify that your SMS is sent successfully.

---

5. Testing Your Automation with Pabbly Connect

To test your automation, return to Jotform and submit a test response. Fill in the required fields, such as name, phone number, and email address. This action will trigger the workflow you created in Pabbly Connect.

Once the test submission is made, check your SMS inbox to confirm receipt of the automated message. If everything is set up correctly, you should receive an SMS containing the mapped details from your form submission.

Conclusion

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

---

In summary, this tutorial walked you through the process of automating SMS sending using Pabbly Connect and Jotform. By following these steps, you can easily set up workflows that enhance communication and streamline your processes.

With Pabbly Connect, you can integrate various applications and automate numerous tasks, making your workflow efficient and effective.

Learn how to automate adding Facebook leads to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

Accessing Pabbly Connect for Integration

To integrate Facebook leads with Google Sheets, we will use Pabbly Connect. Start by navigating to the Pabbly Connect landing page, which you can find by searching ‘Pabbly Connect’ in your browser. Once there, you will see options to sign in or sign up for free.

If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click on ‘Sign in’. After signing in, you will have access to all Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin your automation process.

---

Creating a Workflow in Pabbly Connect

Once you have accessed Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something like ‘Facebook Leads to Google Sheets for Organic Farming’ and choose your desired folder.

After naming your workflow, click on the ‘Create’ button. This action will take you to the workflow window where you can set up your trigger and action. Here, the trigger will be Facebook Lead Ads, which will initiate the workflow whenever a new lead is received.

• Click ‘Create Workflow’ to start.
• Enter a workflow name and select a folder.
• Select Facebook Lead Ads as the trigger application.

Now, you can proceed to set up the trigger event that will listen for new leads, ensuring your Google Sheets is updated automatically whenever a lead is submitted.

---

Setting Up the Trigger with Facebook Lead Ads

In this step, we will configure the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’. This event ensures that as soon as a new lead form is submitted, the workflow is triggered immediately.

Next, click on ‘Connect’. If you have previously connected your Facebook account, you can select the existing connection. Otherwise, click on ‘Add New Connection’ to link your Facebook Lead Ads account to Pabbly Connect. Make sure you are logged into your Facebook account before proceeding with this step.

• Select ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.
• Choose the page and lead form to track.

Once you’ve set up the trigger, click on ‘Save and Send Test Request’ to confirm that Pabbly Connect is capturing the lead data correctly.

---

Configuring the Action Step with Google Sheets

Now that the trigger is set up in Pabbly Connect, it’s time to configure the action step. For this, choose Google Sheets as your action application and select the event ‘Add New Row’. This action will ensure that every new lead captured is added as a new row in your specified Google Sheets document.

Click on ‘Connect’ to link your Google Sheets account. If you have already connected your account, select it; otherwise, click on ‘Add New Connection’ and sign in using your Google account. After granting the necessary permissions, choose the spreadsheet and sheet where you want to add the lead data.

Select ‘Add New Row’ as the action event. Choose your Google Sheets account and spreadsheet. Map the fields from the trigger to the action.

Finally, map the lead details such as name, email, and phone number from the trigger response to the corresponding columns in your Google Sheets. Click on ‘Save and Send Test Request’ to finalize the setup.

---

Testing the Integration with Pabbly Connect

With both the trigger and action steps configured in Pabbly Connect, it’s time to test the integration. To do this, you need to submit a test lead using the Meta for Developers tool. Ensure that you have deleted any previous leads to avoid conflicts.

Go to the Meta for Developers page, select your page and lead form, and fill in the test details. After submitting the test lead, check your Pabbly Connect workflow to see if the lead data has been captured correctly. If successful, the lead details should now appear in your Google Sheets.

Use the Meta for Developers tool to submit a test lead. Verify the lead data in Pabbly Connect. Check Google Sheets for the new entry.

Once you confirm that the lead details are successfully added to your Google Sheets, your integration is complete and functioning correctly. You can now automate the process of adding Facebook leads to Google Sheets seamlessly!

---

Conclusion

In this tutorial, we’ve shown how to use Pabbly Connect to automate the integration of Facebook leads into Google Sheets. By following these steps, you can streamline your lead management process effectively.

With Pabbly Connect, you can easily connect various applications to enhance your workflow and improve efficiency. This integration not only saves time but also ensures that you never miss a lead, allowing your organic farming business to thrive.

Learn how to automate WhatsApp messages through Jord form submissions using Pabbly Connect. Step-by-step guide to streamline your communication. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To automate WhatsApp messages based on Jord form submissions, you need to access Pabbly Connect. Start by searching for Pabbly Connect in your web browser and open its landing page. You will see two options: ‘Sign In’ and ‘Sign Up for Free.’ New users can sign up for free to receive 100 tasks each month.

After signing in, you will be directed to the dashboard of Pabbly Connect. From here, you can see various applications offered by Pabbly. Click on the ‘Access Now’ button to start using Pabbly Connect for your automation needs.

---

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating your tasks. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow and select a folder for saving it. Name your workflow ‘Automated WhatsApp Messages on Jord Form Submission’ and choose the folder named ‘Automations.’ Click on ‘Create’ to proceed.

• Select the trigger application: Jord Form.
• Choose the trigger event: New Response.
• Copy the webhook URL provided by Pabbly Connect.

After setting up the trigger event, you will see a webhook URL. Copy this URL to integrate with your Jord Form account. This integration will allow Pabbly Connect to receive data whenever a new form is submitted.

---

3. Integrating Jord Form with Pabbly Connect

To successfully integrate Jord Form with Pabbly Connect, go to your Jord Form account. Open the form you want to work with, navigate to the settings tab, and then select the Integrations tab. Here, search for ‘Webhooks’ and click on it to add a new webhook.

Paste the copied webhook URL from Pabbly Connect into the URL field in Jord Form. Click on ‘Complete Integration’ to finalize the setup. Once done, you will see a confirmation tick, indicating a successful integration between Jord Form and Pabbly Connect.

---

4. Setting Up WhatsApp Integration in Pabbly Connect

After successfully integrating Jord Form, the next step is to set up WhatsApp in your Pabbly Connect workflow. For the action application, select WhatsApp Cloud API from the list. Choose the action event as ‘Send Template Message’ and click on ‘Connect’ to establish the connection.

You will be prompted to add a new connection. Input your WhatsApp Cloud API details, including the temporary access token, phone number ID, and WhatsApp business account ID. These can be found in your Meta for Developers account. Copy and paste these details into the respective fields in Pabbly Connect.

• Add the temporary access token.
• Input the phone number ID.
• Enter the WhatsApp business account ID.

Once you have filled in all the required fields, click on ‘Save’ to finalize the connection between WhatsApp and Pabbly Connect.

---

5. Testing the Integration with Pabbly Connect

To ensure that your integration is functioning correctly, you need to test the workflow in Pabbly Connect. Go back to your Jord Form and submit a test entry. Fill in the required fields, such as name, phone number, and email, and then click on ‘Submit’.

After submitting the form, check your Pabbly Connect workflow to verify that it has captured the response. You should see the details of the submission, confirming that the trigger has worked successfully. Next, check your WhatsApp for the automated message sent to the submitted phone number.

If the message appears in WhatsApp, it indicates that the integration is successful. You can repeat this process with different test entries to ensure reliability.

---

Conclusion

In summary, using Pabbly Connect to automate WhatsApp messages based on Jord form submissions streamlines your communication process. This guide provided a detailed step-by-step tutorial on setting up the integration effectively. By following these instructions, you can enhance your business operations and ensure timely communication with your leads.

Learn how to integrate WhatsApp with WhatsApp Cloud API Using Pabbly Connect. Follow our detailed tutorial to automate your CRM processes effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Facebook Lead Ads for CRM Integration

To start integrating WhatsApp with WhatsApp Cloud API, we first need to set up Facebook Lead Ads. This is crucial for capturing potential leads for your CRM. The process begins by creating a lead generation form on your Facebook page, which will be used to collect information from interested clients. using Pabbly Connect

Once you have created your lead ad, ensure that you have connected it to your CRM application. This will allow you to automatically add new leads to your CRM as they submit their information through the lead form. Follow these steps to set it up:

• Create a lead generation form on your Facebook page.
• Link the form to your CRM application.
• Test the form to ensure it captures leads correctly.

After setting up the lead ads, you can proceed to connect them with your WhatsApp Cloud API for seamless communication with your leads.

---

2. Connecting P Connect for Automation

Next, we will connect P Connect to automate the process of receiving leads from Facebook Lead Ads. This integration is essential for sending WhatsApp messages to your leads without any coding skills. You will need to sign in to your P Connect account to begin. using Pabbly Connect

Once logged in, you can create a new workflow where you will define the trigger and actions. Here’s how to do it:

• Click on ‘Create Workflow’ in your P Connect dashboard.
• Select ‘Facebook Lead Ads’ as your trigger application.
• Choose ‘New Lead Instant’ as your trigger event.

This setup allows you to capture leads instantly as they submit their information, making your workflow efficient and responsive.

---

3. Adding Salesforce CRM to the Workflow

After connecting P Connect, the next step is to add Salesforce CRM to your workflow. This integration will enable you to automatically add new leads captured from Facebook Lead Ads into Salesforce. Start by selecting Salesforce as your action application in P Connect. using Pabbly Connect

Then, choose the action event as ‘Create a Record’. You will need to connect your Salesforce account to P Connect. Follow these steps to complete the integration:

Authorize P Connect to access your Salesforce account. Map the fields from Facebook Lead Ads to Salesforce, such as first name, last name, and email address. Save and test the connection to ensure leads are added correctly.

This integration ensures that every new lead is recorded in Salesforce, allowing for better tracking and management of your potential clients.

---

4. Sending WhatsApp Messages Using WhatsApp Cloud API

With Salesforce integrated, the final step is to set up WhatsApp messaging using the WhatsApp Cloud API. This allows you to send automated follow-up messages to your leads. Start by selecting WhatsApp Cloud API as your action application in P Connect. using Pabbly Connect

For the action event, choose ‘Send Template Message’. You will need to connect your WhatsApp Cloud API account by providing the necessary credentials. Follow these steps:

Enter your WhatsApp Cloud API token, phone number ID, and business account ID. Select the message template you created for follow-ups. Map the lead’s phone number to send the message.

This setup allows you to send personalized messages to your leads automatically, enhancing your communication and engagement.

---

5. Conclusion

Integrating WhatsApp with WhatsApp Cloud API Using Pabbly Connect enables businesses to streamline their lead management processes. By connecting Facebook Lead Ads, Salesforce CRM, and WhatsApp, you can automate follow-ups and enhance customer engagement. This seamless integration not only saves time but also improves lead conversion rates.

In conclusion, leveraging these powerful tools together can significantly benefit your business by improving communication and efficiency. Start automating your processes today!

Learn how to automate social media copywriting using Pabbly Connect, Google Sheets, OpenAI, and Switchboard in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To start automating your social media copywriting, access Pabbly Connect by opening your browser and searching for ‘Pabbly Connect.’ You will reach the landing page where you can either sign in or sign up for a free account. Signing up takes only two minutes and provides you with 100 free tasks each month.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will direct you to the dashboard where you can create your new workflow to automate tasks. This initial setup is crucial for connecting Google Sheets, OpenAI, and Switchboard.

---

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Automate Copywriting for Social Media Platforms.’ Select the appropriate folder to save your workflow, and then click on ‘Create.’ This sets the stage for your trigger and action steps.

• Name your workflow clearly based on its purpose.
• Select a folder for organization.
• Click ‘Create’ to start building your automation.

Once the workflow is created, you will see two main boxes: Trigger and Action. The Trigger box is where you set up the conditions for your automation, while the Action box defines what happens when the trigger is activated. This is the foundation of your automation process using Pabbly Connect.

---

3. Setting Up Google Sheets Trigger in Pabbly Connect

The first step in your workflow is to set up a trigger using Google Sheets. Search for Google Sheets in the trigger application section and select it. The trigger event will be ‘New or Updated Spreadsheet Row,’ which allows the workflow to activate whenever a new row is added or updated in your designated Google Sheet.

To connect Google Sheets with Pabbly Connect, you will need to copy the webhook URL provided. This URL acts as a bridge between Google Sheets and Pabbly Connect. Go to your Google Sheet, navigate to Extensions, and select Pabbly Connect VBooks to set up the connection. If you haven’t installed this extension, you can do so from the Google Workspace Marketplace.

---

4. Generating Ad Copy Content with OpenAI

Once the trigger is set, the next step is to generate ad copy content using OpenAI. In the Action section of your workflow, search for OpenAI and select it. The action event you will choose is ‘Chat GPT.’ This allows you to create engaging and unique content for your ads based on the product details from Google Sheets.

To connect OpenAI with Pabbly Connect, you will need an API token. You can create this token in your OpenAI account under the API keys section. Once you have the token, paste it into the connection field in Pabbly Connect. Then, set up the prompt for generating your ad copy, ensuring to map the necessary product details from the Google Sheets response.

• Select OpenAI as your action application.
• Use ‘Chat GPT’ as the action event.
• Paste your OpenAI API token to connect.

After setting up the action, you will receive the generated content, including the ad copy headline and text, which can be used for your social media posts. This step highlights how Pabbly Connect seamlessly integrates with OpenAI to automate content creation.

---

5. Creating Ad Images with Switchboard

The final step in the automation process is to create ad images using Switchboard. Add another action step in Pabbly Connect and select Switchboard as your application. Choose ‘Create Image’ as your action event. This allows you to generate a visual representation of your ad copy based on the content created earlier.

To connect Switchboard with Pabbly Connect, you will need to enter your Switchboard API key. Once you have connected, select the template you want to use for your ad images. You can also specify the dimensions and format for the generated images. After setting up all parameters, click on ‘Send Test Request’ to generate the image.

Select Switchboard as your action application. Choose ‘Create Image’ as your action event. Enter your Switchboard API key for connection.

After successfully generating the image, you can store the URL of the image and use it in your social media posts. This process showcases the power of Pabbly Connect in integrating multiple applications to automate the entire workflow from content creation to image generation.

---

Conclusion

In this tutorial, we explored how to automate social media copywriting using Pabbly Connect with Google Sheets, OpenAI, and Switchboard. By following these steps, you can efficiently generate engaging content and images for your social media platforms, ensuring a consistent online presence.

Learn how to automate your social media calendar using Pabbly Connect with Google Sheets and various social media platforms. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start automating your social media calendar, the first step is to access Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. Once on the Pabbly Connect homepage, 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 to create your account and receive 100 free tasks. Existing users can simply sign in. After signing in, navigate to the ‘All Apps’ section and click on Pabbly Connect to access the dashboard.

---

2. Creating a Workflow in Pabbly Connect

Once on the dashboard of Pabbly Connect, you can create a new workflow by clicking the ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. For this tutorial, name it ‘Create Social Media Calendar from Google Sheets and Autopost Images on Social Media’.

• Select the folder where you want to save the workflow.
• Click on ‘Create’ to save the workflow.

After creating the workflow, you will see two sections: Trigger and Action. The trigger will determine when the workflow starts, while the action will define what happens next. For this automation, we will set the trigger to be a scheduled event.

---

3. Setting Up the Schedule Trigger

The next step involves setting up the schedule trigger in Pabbly Connect. Click on the trigger application and select ‘Schedule’. This feature allows you to specify how often the workflow should run. Choose the frequency based on your needs, such as daily, weekly, or monthly.

• Select ‘Every Day’ to run the workflow daily.
• Set the time for the trigger, for example, 10:00 AM.

Once you have configured the schedule settings, click on ‘Save’. Now, every day at the specified time, the workflow will trigger, allowing you to automate the posting process across your social media platforms.

---

4. Integrating Google Sheets with Pabbly Connect

After setting up the trigger, the next step is to integrate Google Sheets with Pabbly Connect. This integration allows you to fetch the current date and corresponding post details from your social media calendar. Select Google Sheets as your action application and choose the ‘Lookup Spreadsheet Rows’ action event.

Connect your Google account to Pabbly Connect. Select the spreadsheet containing your social media calendar. Map the current date to search for the specific post details.

Once the mapping is done, click on ‘Save and Send Test Request’. This action will retrieve the caption and other details for the post scheduled for that day, allowing you to continue with your automation process.

---

5. Posting on Social Media Platforms Using Pabbly Connect

Now that you have integrated Google Sheets, the final step is to post on various social media platforms using Pabbly Connect. Start by selecting Facebook Pages as your action application and choose the ‘Create Page Photo Post’ event. Connect your Facebook account and select the page where you want to share the post.

Map the photo URL received from Google Drive. Map the caption received from Google Sheets.

Click on ‘Save and Send Test Request’ to create the post. Repeat the process for other platforms like Instagram, ensuring you select the appropriate action events. After completing these steps, your posts will be automatically shared on your social media accounts according to the schedule you’ve set.

---

Conclusion

In this tutorial, we explored how to automate your social media calendar using Pabbly Connect, Google Sheets, and various social media platforms. By following the steps outlined, you can effortlessly share posts without manual effort, enhancing your social media presence.

Learn how to integrate Google with Pabbly Connect through a detailed tutorial. Follow the exact steps to automate your workflows seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Creating a Workflow with Google Integration

To start working with Google integration, you first need to create a workflow in Pabbly Connect. This process begins by accessing your Pabbly Connect dashboard after signing in. Once you are logged in, locate the ‘Create Workflow’ button on your dashboard.

Next, you will be prompted to name your workflow. For instance, you can name it ‘How to Intentionally Create a Contact on Google from an Elementor Form Submission’. After naming your workflow, select the folder where you want to save it. Click on the ‘Create’ button to proceed.

---

2. Setting Up the Trigger for Google

The next step in the integration process involves setting up a trigger in Pabbly Connect. A trigger is an event that starts the automation workflow. Here, you will select the trigger application, which is Google, and choose the event ‘New Form Submission’.

Upon selecting the trigger, you will need to connect your Elementor form to Pabbly Connect. Copy the webhook URL provided by Pabbly and paste it into your Elementor form settings under the ‘Webhooks’ option. This step will create a bridge between your form and Pabbly Connect.

• Access your Elementor dashboard.
• Navigate to the form settings.
• Select the ‘Webhooks’ option and paste the copied URL.

After completing this step, make sure to test the webhook by submitting a test form. This will ensure that the connection between your Elementor form and Pabbly Connect is successful.

---

3. Mapping Data to Google

Once the webhook is successfully set up, the next step is mapping the data to Google. In Pabbly Connect, you will proceed to the action step where you will select Google as the action application. Choose the ‘Create Contact’ action event.

After selecting the action, you will be prompted to connect your Google account. Click on ‘Connect Now’ and authorize Pabbly Connect to access your Google account. This step is crucial for data transfer.

• Select your Google account from the list.
• Grant permission for Pabbly Connect to access your account.
• Proceed to map the fields from your Elementor form to Google.

It is essential to ensure that the data from your Elementor form matches the fields required by Google for creating a contact.

---

4. Testing the Google Integration

After mapping the data, you need to test the integration to confirm everything is working correctly. In Pabbly Connect, click on the ‘Test Request’ button. This will send a test contact to your Google account based on the mapped data.

Check your Google Contacts to verify that the new contact has been created successfully. If the contact appears, your integration is functioning properly. If not, revisit the mapping and webhook setup to troubleshoot any issues.

---

5. Finalizing Your Automation with Google

Once testing is successful, finalize your automation in Pabbly Connect. Review all steps to ensure accuracy. Click on the ‘Save’ button to save your workflow.

Now, every time a form is submitted through Elementor, a new contact will automatically be created in your Google account. This automation saves time and ensures you never miss a lead.

To further enhance your workflow, consider adding additional actions or triggers as needed. This flexibility allows you to customize your automation to fit your specific requirements.

---

Conclusion

This tutorial provided a detailed overview of integrating Google with Pabbly Connect. By following these steps, you can automate the creation of contacts in Google, streamlining your data management process.

Learn how to integrate Google Sheets with Active Campaign using Pabbly Connect for seamless lead management and automation. Follow our step-by-step guide! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To begin integrating Google Sheets with Active Campaign, you first need to access Pabbly Connect. This platform simplifies the automation process without requiring any programming skills. Simply navigate to the Pabbly website and either sign in or sign up for a new account if you haven’t done so already.

Once logged in, you will be directed to the dashboard where you can view various Pabbly applications. For this integration, click on the ‘Access Now’ button under Pabbly Connect. This will lead you to the workflow creation section, which is essential for setting up your automation.

---

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, which prompts you to name your workflow. You might name it something like ‘Create Active Campaign Contact from Google Sheets Row’. Choose a folder to save your workflow for better organization.

• Click on ‘Create’ to access the workflow window.
• This window allows you to set a trigger and action for your automation.
• Select ‘Google Sheets’ as your trigger application.

After selecting Google Sheets, choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that every time a new row is added, the workflow will trigger automatically, allowing you to manage your leads efficiently.

---

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets to your workflow in Pabbly Connect, you will need to copy the provided webhook URL. This URL will enable communication between your Google Sheets and Pabbly Connect. Open your Google Sheets and ensure you are logged in.

Go to the ‘Extensions’ menu, then select ‘Add-ons’ followed by ‘Get Add-ons’. Search for the Pabbly Connect Webhooks add-on and install it. After installation, refresh your Google Sheets page to see the new add-on appear in the Extensions menu.

• Select the add-on and click on ‘Initial Setup’.
• Paste the webhook URL you copied earlier into the designated field.
• Choose the trigger column, which is usually the final data column, and click ‘Submit’.

Once you submit, you will see a confirmation that the setup was successful. This means your Google Sheets is now connected to Pabbly Connect and ready to send data.

---

4. Creating a Contact in Active Campaign

Now that you have connected Google Sheets to Pabbly Connect, it’s time to set up the action that will create a contact in Active Campaign. Select Active Campaign as your action application and choose the action event as ‘Create a Contact’. Click on the ‘Connect’ button to establish a connection.

To connect Active Campaign, you will need to enter your API key and URL. Access your Active Campaign account, go to the ‘Settings’ tab, and find the ‘Developers’ section to retrieve this information. Copy the API key and the URL, ensuring to remove ‘https://’ from the URL before pasting it into Pabbly Connect.

Map the necessary fields such as email, first name, and last name from the Google Sheets response. Ensure that the details are dynamic by mapping them instead of entering static values. Click on ‘Save and Send Test Request’ to verify that the contact is created successfully.

Once you receive a positive response, it confirms that the contact has been successfully created in Active Campaign using the data from Google Sheets. This integration allows for seamless lead management.

---

5. Testing the Integration with Pabbly Connect

To ensure that your integration between Google Sheets and Active Campaign via Pabbly Connect is functioning correctly, perform a test submission. Add a new row in your Google Sheets with details like first name, last name, email, and status. Make sure the status reflects a lead type that you want to track.

Once you fill in the details, change the status to trigger the workflow. After saving the new row, check your Active Campaign account to see if the new contact has been created. This real-time testing will confirm that the integration works as intended.

Navigate to your Active Campaign contacts page. Refresh the page to view the newly created contact. Check that the details match those entered in Google Sheets.

With this successful test, you can confidently use Pabbly Connect to manage your leads effectively, ensuring that every new entry in Google Sheets translates into a contact in Active Campaign.

---

Conclusion

In this tutorial, we explored how to integrate Google Sheets with Active Campaign using Pabbly Connect. This automation streamlines lead management by ensuring that new entries in Google Sheets are automatically converted into contacts in Active Campaign, enhancing marketing efficiency.

Learn how to integrate Facebook with Pabbly Connect in this detailed step-by-step tutorial. Automate your workflows effectively! 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

---

1. Creating a Workflow for Facebook Integration

To begin working with Facebook, you need to create a workflow in Pabbly Connect. Start by signing in to your Pabbly account. Once logged in, navigate to the dashboard where you can see all your applications and workflows.

Click on the ‘+’ icon to create a new folder. Once the folder is created, click on ‘Create Workflow’. You will be prompted to name your workflow. Name it as ‘How to Create Pipeline CRM for Facebook’. Select the folder where you want to save this workflow and click on ‘Create’.

---

2. Setting Up the Trigger for Facebook Leads

The next step involves setting up a trigger for your workflow to respond to new leads from Facebook. In the workflow, you will see two boxes: one for the trigger and another for the action. The trigger is an event that starts the automation. using Pabbly Connect

• Select Facebook as your trigger application.
• Choose the event as ‘New Lead’.
• Connect your Facebook account to Pabbly Connect.

After selecting the trigger, you will need to specify the Facebook page and the form associated with it. Click on ‘Save’ and send a test request to ensure that everything is set up correctly.

---

3. Configuring Action Step in Pabbly Connect

Once your trigger is set up, the next step is to configure the action. In this case, you will set the action to create a person in Pipeline CRM. Choose ‘Pipeline CRM’ as your action application. using Pabbly Connect

For the action event, select ‘Create Person’. You will need to connect your Pipeline CRM account by entering the API key. To obtain the API key, log in to your Pipeline CRM account, navigate to the profile section, and copy the generated API key. Paste it into Pabbly Connect to establish the connection.

---

4. Mapping Fields for Facebook Leads

After connecting your Pipeline CRM account, you need to map the fields from Facebook leads to the corresponding fields in Pipeline CRM. This step is crucial as it ensures that the data flows correctly between the two applications. using Pabbly Connect

• Map the first name from Facebook to the first name field in Pipeline CRM.
• Map the last name accordingly.
• Map the phone number and email address as well.

After mapping the fields, click on ‘Save’ and send a test request to ensure the data is correctly being sent to Pipeline CRM.

---

5. Testing the Facebook Integration

The final step is to test your integration to ensure everything is functioning correctly. Go back to the testing tool and submit a test lead through the Facebook form. Make sure to fill in the required fields accurately. using Pabbly Connect

Once the form is submitted, return to Pabbly Connect and check if the response has been received successfully. You should see the new lead information populated in your Pipeline CRM under the respective fields.

Conclusion

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

---

In conclusion, integrating Facebook with Pabbly Connect allows for seamless automation of your lead management process. By following these steps, you can effectively set up your workflows and enhance your productivity. Start automating your Facebook leads today!