Author: Rajpal Tomar

Learn how to integrate Flexi Funnels and MailerLite using Pabbly Connect with our detailed tutorial. Automate your subscriber management effortlessly! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To begin integrating Flexi Funnels with MailerLite, start by accessing Pabbly Connect. This platform enables seamless integration between various applications, ensuring efficient automation processes.

Visit the Pabbly Connect homepage by searching for Pabbly.com/connect. Here, you will find options to either sign in or sign up for free. If you are a new user, click on ‘Sign Up Free’ to explore the software with 300 tasks monthly. Existing users can simply sign in to access their dashboard.

---

2. Creating a Workflow in Pabbly Connect

Once signed in to Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

In the dialog box that appears, name your workflow. For this integration, you might name it ‘Create MailerLite Subscriber on Flexi Funnels Form Submission’. Select a folder to organize your workflows. You can create new folders as needed. To create a new folder, click on the ‘Learn More’ link for instructions.

• Click on the ‘Create’ button to finalize your workflow setup.
• Understand the two key components: Trigger and Action.
• Select Flexi Funnels as your trigger application.

Now that your workflow is created, you can set up the trigger event to capture new form submissions from the Flexi Funnels application.

---

3. Setting Up Trigger with Flexi Funnels

In Pabbly Connect, select Flexi Funnels as your trigger application. Choose the trigger event as ‘New Form Submission’. This allows Pabbly Connect to capture responses every time someone submits a form.

After selecting the trigger, you will receive a webhook URL. This URL is crucial for connecting your Flexi Funnels form to Pabbly Connect. Copy this webhook URL and navigate to your Flexi Funnels account to integrate it into your form settings.

• Edit your specific form under the Flexi Funnels project.
• Access the form settings and select the ‘Advanced Settings’ option.
• Enter the copied webhook URL in the integration settings.

After saving, return to Pabbly Connect and perform a test submission to ensure data is received correctly.

---

4. Configuring Action Step with MailerLite

With the trigger set, the next step is to configure the action in Pabbly Connect. Select MailerLite as the action application and choose the action event as ‘Create or Update Subscriber’. This ensures that every new form submission creates a subscriber in your MailerLite account.

To connect your MailerLite account, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your API token, which can be generated from your MailerLite account under the Integrations section.

Generate the API token and copy it. Paste the API token in Pabbly Connect. Map subscriber details from the Flexi Funnels submission.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify the integration. Upon successful creation of a new subscriber, you can check your MailerLite account for confirmation.

---

5. Testing the Integration

To ensure that your integration between Flexi Funnels and MailerLite via Pabbly Connect is working correctly, perform a test submission on your Flexi Funnels form. Enter dummy data and submit the form.

After submission, return to Pabbly Connect and check if the data has been captured. You should see the details of the new subscriber in your workflow. This confirms that the automation is functioning as intended.

Refresh your MailerLite account to see the new subscriber. Verify that all details match the submitted form data. Repeat the process with different test data to ensure consistency.

Once confirmed, you have successfully set up your automation, allowing you to manage subscribers effortlessly through Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to integrate Flexi Funnels with MailerLite using Pabbly Connect. This integration automates the process of managing new subscribers, enhancing communication and efficiency in your online course management.

Learn how to automate Discord notifications for Pluto tasks using Pabbly Connect in this detailed step-by-step tutorial. 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

---

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect for integrating Pluto with Discord, first open your web browser and search for ‘Pabbly.com/connect’. This will direct you to the Pabbly Connect landing page.

Once there, you can either sign up for a free account or log in if you are an existing user. By signing up, you will receive 100 free tasks each month, which is perfect for testing your integrations.

---

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow; here, name it ‘Send Discord Channel Notification for Pluto Task’.

• Click on ‘Create’ to open the workflow window.
• Select ‘Pluto’ as the trigger application.
• Choose ‘Pluto Notification’ as the trigger event.

After setting up the trigger, Pabbly Connect will provide you with a Webhook URL, which you need to copy for the next steps in the integration.

---

3. Setting Up Pluto for Notifications

Now that you have the Webhook URL from Pabbly Connect, log into your Pluto account. Go to the settings, and then navigate to ‘API Managers’. Here, you will create a new connection.

Click on ‘Create Connection’ and fill in the required details: name it ‘Testing’, select the API version, and paste the Webhook URL you copied earlier. Make sure to select the event types you want to trigger notifications for.

---

4. Configuring Discord Channel for Notifications

Next, we will set up Discord to receive notifications. In your Pabbly Connect workflow, select ‘Discord’ as the action application. For the action event, choose ‘Send Channel Message HTML’.

• Connect to your Discord account using the Webhook URL.
• Input the message you want to send, using HTML format for line breaks.
• Map the task details from Pluto to the message.

This setup ensures that every time a task is updated or created in Pluto, a notification is sent to your Discord channel via Pabbly Connect.

---

5. Testing the Integration

To test your integration, create a new task in Pluto. Fill in the task details and save it. This action should trigger the Webhook you set up in Pabbly Connect.

Check your Discord channel to see if the notification appears as expected. If everything is set up correctly, you will see a message containing the task details you entered in Pluto.

By automating this process, Pabbly Connect enhances team communication and ensures everyone is updated on task progress in real time.

---

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate Discord notifications for tasks created in Pluto. By following the steps outlined, you can streamline your workflow and improve team collaboration.

Learn how to integrate WhatsApp with Calendly using Pabbly Connect to automate message sending for client invites. Follow our step-by-step tutorial! 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

---

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Calendly, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free, which allows you to try out various features.

Once logged in, locate the Pabbly Connect option among the various applications available in your dashboard. Click on ‘Access Now’ to enter the workflow creation interface. Here, you can create a new workflow that will automate the sending of WhatsApp messages to your clients.

---

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to send WhatsApp messages automatically when a new invite is added in Calendly. Click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow and choose a folder to save it in.

• Name your workflow as ‘Send WhatsApp Message for Calendly Invite’.
• Select the folder named ‘Automations’.

After naming your workflow, click on the ‘Create’ button. This will open the workflow window where you can set the trigger and action for your automation.

---

3. Setting Up the Trigger in Pabbly Connect

Now, you need to set up the trigger for your workflow. In Pabbly Connect, select Calendly as the trigger application. This means that whenever a new invite is created in Calendly, it will trigger the workflow.

Choose the trigger event as ‘Invite Created’. After selecting the trigger event, click on ‘Connect’. You will be prompted to either select an existing connection or add a new one. If you haven’t connected Calendly before, choose ‘Add New Connection’ and follow the prompts to authenticate your Calendly account.

---

4. Adding Action Steps to Send WhatsApp Messages

After setting the trigger, the next step is to add actions that will run when the trigger occurs. You will first use the Date Time Formatter feature in Pabbly Connect to format the event date and time correctly. Select ‘Date Time Formatter’ as the action application and choose the action event ‘Format Date with Time Zone’.

• Map the date and time from the trigger response.
• Set the from and to formats as required.
• Select the appropriate time zones for conversion.

Once the date and time are formatted correctly, you can proceed to add another action step to send the WhatsApp message using Vati. Select Vati as the action application and choose ‘Send Template Message’ as the action event.

---

5. Finalizing the Integration and Testing

In this final step, you will finalize the integration by connecting your Vati account to Pabbly Connect. You will need to provide your API endpoint and access token from the Vati dashboard. Once connected, map the WhatsApp number and select the message template you created earlier.

After filling in all required fields, click on ‘Save and Send Test Request’. This will send a test WhatsApp message to verify that everything is working correctly. If successful, you will receive a message on WhatsApp confirming the scheduled training session.

Perform a few test submissions in Calendly to ensure that the integration works seamlessly. Each time a new invite is created, a WhatsApp message should be sent automatically, enhancing client communication.

---

Conclusion

This tutorial covered how to integrate WhatsApp with Calendly using Pabbly Connect. By automating the message-sending process, you can enhance communication with clients and reduce no-shows effectively. Follow these steps to streamline your client interactions and improve your service efficiency.

Learn how to integrate Google Contacts with John Caris Using Pabbly Connect to automate lead management and notifications in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

---

1. Overview of Integrating Google Contacts and John Caris

The integration of Google Contacts with John Caris enables seamless lead management and notifications. This process involves capturing leads from Facebook and automating their entry into Zoho CRM and Google Contacts.

Using Pabbly Connect, we can automate the workflow to ensure that every lead captured is efficiently managed and communicated to the sales team. This integration enhances the effectiveness of lead management.

---

2. Setting Up Facebook Leads for Automation

To begin, we need to set up Facebook leads as our trigger application. We’ll select the Facebook Lead Ads as the source of our leads. This step is crucial for capturing new leads automatically. using Pabbly Connect

• Open Make and create a new workflow.
• Search for and select Facebook Lead Ads as the trigger application.
• Choose the trigger event as ‘New Lead Instant’.

This setup allows us to automatically receive new leads from our Facebook campaigns. Once a lead is captured, it will initiate the next steps in our workflow.

---

3. Adding Leads to Zoho CRM

After setting up Facebook leads, the next step is to add these leads into Zoho CRM. This is essential for tracking lead interactions and managing follow-ups.

To do this, we will connect Zoho CRM as the action application in Make. The action event will be to insert or update the lead record with the details received from Facebook.

• Select Zoho CRM as the action application.
• Choose ‘Insert/Update Record’ as the action event.
• Map the lead details from Facebook to the corresponding fields in Zoho CRM.

With this integration, every new lead from Facebook will automatically be created in Zoho CRM, ensuring no lead is overlooked.

---

4. Creating Google Contacts from Leads

The next step in our automation process is to create a new contact in Google Contacts for each lead added to Zoho CRM. This ensures that all lead information is readily accessible.

To accomplish this, we will add another action step in Make, selecting Google Contacts as our next application. The action event will be to create a new contact.

Select Google Contacts as the action application. Choose ‘Create Contact’ as the action event. Map the lead details from Facebook to the contact fields in Google Contacts.

Once this is set up, each lead will automatically generate a new contact in Google Contacts, streamlining your contact management process.

---

5. Sending Notifications to Slack

Finally, we will set up a notification system to alert the sales team via Slack whenever a new lead is created. This ensures that the team is promptly informed and can follow up on leads effectively.

To implement this, we will add one last action step in Make, selecting Slack as our action application. The action event will be to send a channel message.

Select Slack as the action application. Choose ‘Send Channel Message’ as the action event. Compose the message including lead details and select the appropriate channel.

This setup will ensure that every time a new lead is generated, the sales team receives a notification in real-time, enabling quick follow-up actions.

---

Conclusion

Integrating Google Contacts with John Caris through Make streamlines lead management and enhances team communication. By automating the process from lead capture to notification, businesses can significantly improve their response times and conversion rates.

This step-by-step guide provides a clear path to setting up this integration, ensuring no lead is missed and that your sales team is always informed.

Learn how to automate your WhatsApp messaging using Pabbly Connect. Follow this detailed guide to streamline communication with customers and leads seamlessly. 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

---

1. Accessing Pabbly Connect for WhatsApp Automation

To start automating WhatsApp using Pabbly Connect, first open your browser and search for Pabbly Connect. You will arrive at the landing page where you can either sign in or sign up for free.

If you don’t have an account, click on ‘Sign Up for Free’. This process takes only about two minutes and gives you access to 100 free tasks every month. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to enter your dashboard.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear prompting you to name your workflow. Name it ‘Automate WhatsApp using Pabbly Connect’.

• Select the folder where you want to save the workflow.
• Choose the appropriate folder like ‘WhatsApp Cloud API’.
• Click on ‘Create’ to proceed.

This action will take you to the workflow setup window where you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result.

---

3. Setting Up WhatsApp Cloud API as a Trigger

In this section, you will set up WhatsApp Cloud API as your trigger in Pabbly Connect. Start by searching for ‘WhatsApp Cloud API’ in the trigger application section.

Once selected, choose the trigger event as ‘Message Notification’. You will need to connect your WhatsApp Cloud API account with Pabbly Connect. This requires setting up a WhatsApp Cloud API account, which includes obtaining a verification token and callback URL.

• Copy the V URL provided by Pabbly Connect.
• Paste this URL into the callback URL section of your WhatsApp Cloud API account.
• Verify the token and save your settings.

After setting up the trigger, you will be able to receive messages from customers automatically through WhatsApp.

---

4. Adding Actions to Your Pabbly Connect Workflow

Now that you have set up WhatsApp Cloud API as your trigger, it’s time to add actions to your workflow in Pabbly Connect. For instance, if you want to save incoming messages to Google Sheets, search for Google Sheets in the action application section.

Select the action event as ‘Add Row’. Connect your Google Sheets account with Pabbly Connect by providing the necessary details such as the spreadsheet ID and worksheet name. This allows you to map the incoming WhatsApp messages into specific columns in your Google Sheet.

Map the fields from the WhatsApp response to the corresponding columns in your Google Sheet. Ensure to include details like customer name and message content.

Once you have mapped all necessary fields, click on ‘Save’ to finalize this action. This integration will ensure that every time a message is received on WhatsApp, it will be recorded in your Google Sheets automatically.

---

5. Sending Messages via WhatsApp Using Pabbly Connect

In addition to receiving messages, Pabbly Connect allows you to send messages through WhatsApp. To set this up, you will create another action in your workflow. Again, select WhatsApp Cloud API as your action application.

Choose the action event as ‘Send Template Message’. For this, you will need to create a message template in your WhatsApp Cloud API account. Ensure your template is approved by Meta before using it in your workflow.

Fill in the required fields like template ID and recipient’s mobile number. Use dynamic mapping to personalize messages based on the recipient’s details from Google Sheets.

After setting this up, every time a new entry is added in Google Sheets, a WhatsApp message will be automatically sent to the corresponding recipient, enhancing your communication efficiency.

---

Conclusion

In conclusion, automating WhatsApp messaging using Pabbly Connect streamlines communication with customers and leads. By following this tutorial, you can efficiently manage interactions, ensuring timely responses and improved customer satisfaction.

Learn how to integrate Instagram lead ads with Gmail using Pabbly Connect for instant email alerts on new leads. Step-by-step guide included. 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 to Set Up Your Integration

To start integrating Instagram lead ads with Gmail, first, access Pabbly Connect. This platform allows you to automate tasks seamlessly between applications.

Visit the Pabbly Connect homepage and log in to your account. If you are a new user, you can sign up for free. After logging in, you will see the dashboard where you can create workflows for your integrations.

---

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect that connects your Instagram lead ads to Gmail. Click on the ‘Create Workflow’ button on the top right corner of the dashboard.

Enter a name for your workflow, such as ‘Get Email Alerts for New Instagram Leads,’ and choose a folder for organization. You can create multiple folders to manage your workflows effectively. After naming your workflow, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow and select a folder.
• Click on ‘Create’ to start building your automation.

Now that your workflow is created, you can set up the trigger and action for your integration.

---

3. Setting Up the Trigger for Instagram Lead Ads

To begin, select Instagram Lead Ads as your trigger application in Pabbly Connect. This will allow the platform to monitor new leads generated through your Instagram ads.

Choose the trigger event as ‘New Lead Instant’. This means that every time a new lead is submitted through your Instagram lead ad, Pabbly Connect will capture this event. You will then need to connect your Instagram account by clicking on the ‘Connect’ button.

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

Once connected, select your Facebook page that is linked to your Instagram account and the lead form you wish to use. Click ‘Save and Send Test Request’ to ensure everything is set up correctly.

---

4. Configuring the Action Step with Gmail

The next step involves setting up the action application, which in this case is Gmail. This is where you will receive email alerts for new Instagram leads. In Pabbly Connect, select Gmail as your action application.

Choose the action event as ‘Send Email V2’. This action will trigger an email to be sent to your specified address whenever a new lead is captured. Connect your Gmail account by clicking on the ‘Connect’ button and allow access to your account.

Select Gmail as your action application. Choose ‘Send Email V2’ as the action event. Connect your Gmail account to Pabbly Connect.

After connecting, enter the recipient email address where you want to receive alerts. You can also customize the email subject and body to include lead details using mapped data from the trigger step.

---

5. Testing the Integration in Pabbly Connect

Now that your workflow is set up, it’s essential to test the integration to ensure it works correctly. In Pabbly Connect, generate a test lead using the lead testing tool provided by Meta for Developers.

Once you create a test lead with dummy data, check your Gmail account to confirm that you receive an email alert with the lead details. This step verifies that the integration between Instagram lead ads and Gmail is functioning as intended.

After testing, you can delete the test lead and create new ones to see how the automation responds. This will help you ensure that your setup is reliable for real-time lead generation.

---

Conclusion

In this tutorial, we explored how to integrate Instagram lead ads with Gmail using Pabbly Connect. By setting up triggers and actions, you can automate email alerts for new leads, improving your response time and client engagement.

Learn how to automate email responses using Pabbly Connect with Webflow form submissions in this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To automate emails using Pabbly Connect, start by accessing the platform. Open your browser and go to the Pabbly Connect landing page. If you are a new user, click on ‘Sign up for free’ to get started. Existing users should click on ‘Sign in’ to enter their accounts.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to reach your dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button, which is essential for setting up your email automation.

---

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Webflow and Gmail using Pabbly Connect. After clicking ‘Create Workflow’, you will be prompted to name your workflow. Name it something like ‘Automated Emails on Webflow Form Submission’ and select a folder for organization.

• Click ‘Create’ to initiate the workflow.
• Select Webflow as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be necessary for connecting your Webflow account to the workflow. This URL acts as a bridge, ensuring that data from your Webflow form submissions is sent to Pabbly Connect.

---

3. Configuring Webflow to Work with Pabbly Connect

Next, you need to configure your Webflow account to use the webhook URL generated by Pabbly Connect. Log in to your Webflow account and navigate to the form you want to connect. Click on the three dots next to the form and select ‘Settings’.

• Go to the ‘Integrations’ tab.
• Select ‘Add Webhook’ and choose ‘Form Submission’ as the trigger type.
• Paste the copied webhook URL from Pabbly Connect.

After adding the webhook, click ‘Save’ and then ‘Publish’ to ensure your changes are active. This step is crucial as it ensures that every form submission will trigger the automation set in Pabbly Connect.

---

4. Setting Up Gmail Integration in Pabbly Connect

Now that your Webflow form is connected, it’s time to set up Gmail as the action application in Pabbly Connect. Go back to your workflow and select ‘Gmail’ as the action application. For the action event, choose ‘Send Email’.

Click on ‘Connect’ to link your Gmail account. If you haven’t connected your Gmail before, you will need to authorize Pabbly Connect to access your Gmail account. Follow the prompts to grant permissions. Once connected, you can begin mapping the fields from the Webflow submission to your email.

Map the recipient email address from the Webflow form submission. Set up the email subject and content to include personalized details. Click ‘Save and Send Test Request’ to check if the email is sent successfully.

Upon successful mapping and testing, your Gmail will send out confirmation emails automatically to leads as soon as they submit a form on Webflow. This integration through Pabbly Connect ensures timely communication with your potential customers.

---

5. Testing Your Automation with Pabbly Connect

To finalize your setup, it’s essential to test the entire automation process. Go back to your Webflow form and perform a test submission. Fill in the required fields and submit the form. After submission, check the Gmail account linked with Pabbly Connect to verify that the confirmation email was received.

If everything is set up correctly, you should see the email reflecting the details from your test submission. This confirms that Pabbly Connect is effectively automating your email responses based on Webflow form submissions.

In summary, using Pabbly Connect to integrate Webflow and Gmail not only streamlines your email communication but also enhances lead management efficiency. You can now ensure that every lead receives immediate acknowledgment, improving engagement and nurturing processes.

Conclusion

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

---

In conclusion, this tutorial demonstrated how to automate emails using Pabbly Connect with Webflow form submissions. By following these steps, you can enhance your lead management and ensure timely communication with potential customers. Start automating today with Pabbly Connect for seamless integration!

Learn how to integrate Instagram lead ads with WhatsApp alerts using Pabbly Connect. This step-by-step tutorial covers all necessary actions and settings. 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 start integrating Instagram lead ads with WhatsApp alerts, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website by entering ‘Pabbly.com/connect’.

If you are a new user, click on ‘Sign Up for Free’ for 100 tasks monthly. Existing users can simply click ‘Sign In’. Once signed in, you will see all Pabbly applications, and you should click on ‘Access Now’ for Pabbly Connect.

---

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be on the dashboard. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter ‘Get WhatsApp Alerts for New Instagram Leads’ and choose the folder for your automation.

• Click on ‘Create’ to open the workflow window.
• Understand that the trigger (Instagram lead ads) will initiate the workflow.
• Actions will follow the commands set by the trigger.

Now, select ‘Instagram Lead Ads’ as your trigger application. This step is crucial as it ensures that your workflow will activate upon receiving a new lead from Instagram.

---

3. Setting Up the Trigger for Instagram Lead Ads

In this step, you will configure the trigger event. Select ‘New Lead Instant’ as the trigger event in Pabbly Connect. This ensures that your workflow captures new leads immediately as they come in.

Next, click on ‘Connect’. You will be prompted to either use an existing connection or create a new one. If you haven’t connected your Instagram account yet, choose ‘Add New Connection’. You will need to select your Facebook account linked to Instagram and grant necessary permissions.

---

4. Performing a Test Submission

Once the trigger is set up, you need to perform a test submission to capture data. Use the Meta for Developers tool to simulate a lead submission. Navigate to the Lead Ads Testing Tool and select your Facebook page and lead form.

• Fill in the required fields like full name, email, and phone number.
• Click on ‘Submit’ to send the test lead.
• Check the response in your Pabbly Connect workflow.

This step is essential to confirm that Pabbly Connect is receiving data from Instagram correctly. After submission, you should see the details populated in your workflow.

---

5. Setting Up WhatsApp Alerts

For the action application, select ‘WhatsApp Cloud API’ in Pabbly Connect. Choose ‘Send Template Message’ as the action event. This will allow you to send an automated WhatsApp message to your team whenever a new lead is generated.

Click on ‘Connect’ and either select an existing connection or create a new one by entering your WhatsApp API token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp Cloud API setup.

After connecting, specify the template name for the message, which you can create or select from existing templates in your WhatsApp manager. Map the required fields (like full name, email, etc.) to ensure each message is personalized based on the lead’s information.

---

Conclusion

In this tutorial, we successfully integrated Instagram lead ads with WhatsApp alerts using Pabbly Connect. This seamless integration allows businesses to respond quickly to new leads, enhancing customer engagement and conversion rates. By following the steps outlined, you can set up your own automation to streamline communication effectively.

Learn how to automate the creation of QuickBooks Online customers from Google Ads leads using Pabbly Connect in this detailed tutorial. 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 to Create Automation

To start automating the creation of QuickBooks Online customers from Google Ads leads, first, access Pabbly Connect. This platform enables seamless integration between different applications, making it ideal for your needs.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 free tasks each month. As an existing user, log in to your Pabbly Connect account to proceed with the integration.

---

2. Creating a Workflow in Pabbly Connect

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a new workflow that will facilitate the integration between Google Ads and QuickBooks Online. Click on the ‘Create Workflow’ button located at the top right corner. using Pabbly Connect

• Enter a name for your workflow, such as ‘Create QuickBooks Online Customer from Google Ads Lead’.
• Select an appropriate folder to save this workflow, like ‘Google Ads Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

This action will create a workflow in Pabbly Connect, consisting of two main components: the trigger and the action. The trigger will capture new leads from Google Ads, while the action will create a customer in QuickBooks Online.

---

3. Setting Up the Trigger for Google Ads

In this step, you will configure the trigger to capture new leads generated through Google Ads. Select Google Ads as your trigger application and choose the ‘New Lead Form Entry’ as the trigger event.

Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Google Ads to Pabbly Connect.

• Open your Google Ads campaign and navigate to the lead form settings.
• Under the lead delivery option, find the ‘Webhook Integration’ section.
• Paste the webhook URL provided by Pabbly Connect into the designated field.

After pasting the URL, you can test the integration by sending test data from Google Ads. This will help ensure that the connection is working correctly.

---

4. Setting Up the Action to Create a Customer in QuickBooks Online

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Select QuickBooks Online as your action application and choose ‘Create Customer’ as the action event.

Click on ‘Connect’ to establish a connection between QuickBooks Online and Pabbly Connect. You can either create a new connection or select an existing one. After connecting, you will be prompted to fill in the customer details.

Map the fields from the previous Google Ads lead form entry to the corresponding fields in QuickBooks Online. Fill in required details like first name, last name, email, and phone number. Click on the ‘Save and Send Test Request’ button to finalize the setup.

After successfully mapping the data and sending the test request, check your QuickBooks Online account to confirm that a new customer has been created.

---

5. Conclusion: Automating Customer Creation with Pabbly Connect

This tutorial demonstrated how to automate the creation of QuickBooks Online customers from Google Ads leads using Pabbly Connect. By following these steps, you can save time and reduce errors in your customer management process.

Utilizing Pabbly Connect allows businesses to efficiently manage leads and focus on closing deals. This integration enhances productivity and ensures that no potential customer is overlooked.

In summary, automating your workflow with Pabbly Connect can significantly streamline your business operations, making it easier to manage customer data effectively.

Learn how to automate your WooCommerce store using Pabbly Connect. Follow this detailed tutorial for seamless integration with Google Sheets and WhatsApp. 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 WooCommerce Integration

To automate your WooCommerce store, the first step is accessing Pabbly Connect. You can do this by navigating to the URL Pabbly.com/sl/connect. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign up for free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore the platform. Existing users can simply click on ‘Sign in’ to access their accounts.

---

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Automate WooCommerce using Pabbly Connect’ and select a folder to save it in.

• Click ‘Create’ to open a new screen with trigger and action options.
• Select ‘WooCommerce’ as your trigger application.
• Choose ‘New Order’ as the trigger event.

After selecting the trigger, you will receive a webhook URL. This URL will act as a bridge for transferring data from WooCommerce to Pabbly Connect.

---

3. Setting Up Webhooks in WooCommerce

To set up the webhook, log into your WordPress admin panel. Navigate to WooCommerce settings and select the ‘Advanced’ tab. Here, you will find the ‘Webhooks’ option.

• Click ‘Add Webhook’ and provide a name, such as ‘New Orders’.
• Set the status to ‘Active’ and select the topic as ‘Order Created’.
• Paste the webhook URL from Pabbly Connect and click ‘Save Webhook’.

After saving, return to Pabbly Connect, where it will indicate that it is waiting for a webhook response. You can now test the integration by placing a new order in WooCommerce.

---

4. Testing the Integration with a New Order

To test the integration, go to your WooCommerce store and place a new order. Fill in the necessary customer details and complete the checkout process. Once the order is placed, return to Pabbly Connect.

In Pabbly Connect, you should see that the webhook response has been successfully captured. This response will contain all relevant details about the order, including product information and customer data.

With this successful capture, you can now set up additional actions, such as sending order confirmations via WhatsApp or logging order details into Google Sheets.

---

5. Adding Actions to Your Workflow

After successfully capturing the order details, you can add actions to your workflow. For instance, to log the order in Google Sheets, select Google Sheets as your action application in Pabbly Connect.

Map the data from the captured webhook response to the respective fields in Google Sheets. This allows for automatic logging of each new order placed in your WooCommerce store.

Select ‘Create Spreadsheet Row’ as the action event. Connect your Google account and choose the spreadsheet you want to use. Map the order details to the spreadsheet fields and save your settings.

By completing these steps, you have successfully automated the logging of WooCommerce orders into Google Sheets using Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to automate WooCommerce using Pabbly Connect. By setting up webhooks and actions, you can streamline your e-commerce operations efficiently. This integration helps manage orders seamlessly, saving time and effort.