Author: Rajpal Tomar

Learn how to integrate Facebook Lead Ads with Go High Level and Outlook using Pabbly Connect in this detailed tutorial. Streamline your lead management process effectively.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Facebook Lead Ads with Go High Level and Outlook, first, access Pabbly Connect. This platform is crucial for automating workflows and connecting various applications seamlessly.

Visit the Pabbly Connect homepage and sign in. If you are new to the platform, you can sign up for free and explore its features. Once signed in, you will be directed to the dashboard where you can create workflows to automate your lead management processes.

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2. Creating a Workflow in Pabbly Connect

After signing into 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.

• Enter a name for the workflow, such as ‘Facebook Lead Ads to Go High Level and Outlook’.
• Select the appropriate folder for organizing your workflows.
• Click on the ‘Create’ button to finalize the workflow setup.

This setup allows you to define triggers and actions that will automate the process of managing leads from Facebook to your CRM and email.

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3. Setting Up the Trigger for Facebook Lead Ads

The first step in your workflow is to set up a trigger. Select ‘Facebook Lead Ads’ as the trigger application in Pabbly Connect.

Next, choose the event as ‘New Lead Instant’. This ensures that every time a new lead is generated through your Facebook Lead Ad, Pabbly Connect captures this event automatically. Follow the prompts to connect your Facebook account to Pabbly Connect, ensuring you are logged in to facilitate a smooth connection.

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4. Integrating Go High Level and Outlook with Pabbly Connect

After setting up your trigger, the next step is to integrate the action applications: Go High Level and Outlook. Start by selecting ‘Lead Connector V2’ as your action application in Pabbly Connect.

• Choose the action event as ‘Create a Contact’.
• Map the necessary fields like first name, last name, email, and phone number from the trigger data.
• Save and send a test request to ensure the contact is created successfully in Go High Level.

Next, add another action step by selecting ‘Microsoft Office 365’ and choose the action event as ‘Send Mail’. Map the email subject and body content, ensuring to personalize it with the lead’s first name.

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5. Testing the Integration Workflow

Once the actions are set, it’s crucial to test the integration. Generate a test lead in your Facebook Lead Ads to verify that the data flows correctly through Pabbly Connect.

Check both Go High Level and Outlook to confirm that the new contact is created and the email is sent successfully. This ensures that your automation is working as intended and that your lead management process is streamlined.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Go High Level and Outlook using Pabbly Connect. This efficient setup allows for automated lead management, enhancing your marketing efforts and improving client communication.

Learn how to integrate SMS and WhatsApp Cloud API using Pabbly Connect in this detailed tutorial. Step-by-step instructions 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. Accessing Pabbly Connect for Integration

To begin integrating SMS and WhatsApp Cloud API, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in using your credentials. If you are a new user, you can sign up for a free account which allows you to explore the features.

Once logged in, you will see the dashboard of Pabbly Connect. Here, you can create workflows that connect various applications. To set up your integration, click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that adds webinar registrants from Elementor form submissions and sends notifications through SMS and WhatsApp. Name your workflow appropriately, such as ‘Add Webinar Kit Registrant from Elementor Form Submission’. Choose a folder for organization, or create a new one if necessary.

• Click on the ‘Create’ button to finalize your workflow setup.
• Understand the two main principles of automation: Trigger and Action.
• Select Elementor as your trigger application and set the event to ‘New Form Submission’.

After setting your trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Elementor form to Pabbly Connect. Copy this URL for the next steps in the integration process.

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3. Connecting Elementor Form to Pabbly Connect

To connect your Elementor form with Pabbly Connect, edit your form in the WordPress Elementor interface. Navigate to the ‘Actions After Submit’ section, and add a new action by selecting ‘Webhook’. Paste the webhook URL you copied earlier into the designated field.

Once the webhook is set up, save your changes and perform a test submission on your form. This action will send a test response to Pabbly Connect, allowing you to verify that the integration works correctly.

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4. Setting Up Actions for SMS and WhatsApp Notifications

Now that your trigger is set, it’s time to configure the actions that will notify users via SMS and WhatsApp. First, select ‘Twilio’ as your action application for sending SMS. Choose the action event ‘Send SMS’ and connect your Twilio account to Pabbly Connect by entering your SID and authorization token.

• Map the phone number and message body for the SMS notification.
• Set up the WhatsApp Cloud API as your next action application for sending WhatsApp messages.
• Map the required fields and select the template for your WhatsApp message.

After configuring both actions, send test requests to ensure that SMS and WhatsApp notifications are functioning correctly. This step is crucial for confirming that your audience receives timely updates.

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5. Finalizing the Integration and Testing

To finalize your integration, set up an email notification using Gmail. Choose Gmail as your action application and select ‘Send Email’ as your action event. Connect your Gmail account to Pabbly Connect and map the recipient’s email address and content for the confirmation email.

Once all actions are set up, you can test the entire workflow by submitting a new response through your Elementor form. This will trigger the workflow, adding the registrant to your webinar kit and sending notifications via SMS, WhatsApp, and email.

After testing, verify that the registrant receives all notifications as expected. This end-to-end testing ensures that your integration using Pabbly Connect is successful and helps streamline your webinar registration process.

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Conclusion

In this tutorial, we explored how to integrate SMS and WhatsApp Cloud API using Pabbly Connect. By following the steps outlined, you can automate your webinar registration notifications effectively, ensuring a seamless experience for your audience.

Learn how to integrate Google Sheets with Pipe Drive using Pabbly Connect to automate lead management. Follow this detailed step-by-step 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

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Google Sheets with Pipe Drive, first visit the Pabbly Connect homepage. Here, you can sign in if you are an existing user or sign up for a free account to explore the features and get 300 tasks per month.

Once logged in, you will see the dashboard where you can create workflows. This is essential for automating tasks between applications. Click on the ‘Create Workflow’ button to begin setting up your integration.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow that will automate the process of adding new leads from Google Sheets to Pipe Drive. Once you click ‘Create Workflow’, name it something descriptive, like ‘Create Pipe Drive Person from Google Sheets’.

• Name your workflow for easy identification.
• Select a folder to organize your workflows.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you’ll set up a trigger and an action. The trigger will be an event in Google Sheets, and the action will be creating a person in Pipe Drive.

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3. Setting Up the Trigger in Google Sheets

Now, you need to set up the trigger in Pabbly Connect by selecting Google Sheets as the application. Choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever you add or update a row in your Google Sheets, it will trigger the automation.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need to set it up in your Google Sheets.

• Open your Google Sheets and click on Extensions.
• Select Add-ons, then Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

Once installed, go back to Extensions, select Pabbly Connect Webhooks, and click on Initial Setup. Paste the webhook URL and set the trigger column, usually the last column containing data.

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4. Testing the Integration with Dummy Data

To ensure that your integration is set up correctly, you need to test it. In Pabbly Connect, you will see that it is waiting for a webhook response. Now, go back to Google Sheets to add a new row with dummy data.

Before adding the data, ensure that you have enabled the ‘Send on Event’ option in the Pabbly Connect Webhooks add-on. This allows Pabbly Connect to receive the data automatically when a new row is added.

Enter a name, phone number, and email in the new row. Check back in Pabbly Connect to verify if the data has been received.

If the data appears correctly in Pabbly Connect, your trigger is set up successfully. Now, you can move on to setting up the action.

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5. Creating a Person in Pipe Drive

The final step is to set up the action in Pabbly Connect to create a new person in Pipe Drive. Select Pipe Drive as the action application and choose the action event as ‘Create a Person’.

Connect your Pipe Drive account by entering the API token. You can find this in your Pipe Drive account under Personal Preferences. Once you have connected, map the fields from the trigger data to the corresponding fields in Pipe Drive.

Map the full name, phone number, and email from Google Sheets to Pipe Drive. Click on ‘Save and Send Test Request’ to create the person.

If successful, you will see the new person created in your Pipe Drive account. This confirms that the integration between Google Sheets and Pipe Drive via Pabbly Connect is working correctly. You can now automate your lead management effectively.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating a Pipe Drive person from Google Sheets. By following these steps, you can streamline your lead management and ensure that your CRM is always up to date.

Learn how to integrate Instagram lead ads with WhatsApp alerts using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Your Integration

To begin integrating Instagram leads with WhatsApp alerts using Pabbly Connect, first, you need to access the platform. Open your web browser and go to the Pabbly Connect landing page by searching for ‘Pabbly.com/c/connect’. This will direct you to the login page.

If you’re a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard. Once logged in, you will see various Pabbly applications, but today we will focus on Pabbly Connect for integration.

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2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. Enter a suitable name like ‘Get WhatsApp Alerts for New Instagram Leads’ and select a folder to save it in.

• Name your workflow: Get WhatsApp Alerts for New Instagram Leads
• Select a folder for organization

Once you have named your workflow, click on ‘Create’. You will now see the workflow window where you can set up triggers and actions. Remember, the trigger will be Instagram Lead Ads, and the action will be WhatsApp Cloud API.

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3. Set Up Instagram Lead Ads as Trigger

In the workflow window, select Instagram Lead Ads as your trigger application. This is essential as you want to capture new leads as they come in. For the trigger event, choose ‘New Lead Instant’ to ensure that the workflow is activated immediately upon receiving a new lead.

After selecting the trigger event, click on ‘Connect’. If you haven’t connected your Instagram account with Pabbly Connect before, you will need to create a new connection. Follow the prompts to grant permissions to access your Instagram Lead Ads.

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4. Configure WhatsApp Cloud API as Action

Now that your trigger is set, it’s time to configure the action. Search for WhatsApp Cloud API and select it as the action application. For the action event, choose ‘Send Template Message’. This allows you to send an automated WhatsApp message when a new lead is captured.

• Select WhatsApp Cloud API as the action application
• Choose ‘Send Template Message’ as the action event

Click on ‘Connect’ to link your WhatsApp account with Pabbly Connect. You will need to enter your WhatsApp Business Account ID, Phone Number ID, and a temporary access token. These details can be obtained from your WhatsApp Cloud API setup.

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5. Test Your Integration

After setting up the action, it’s crucial to test your integration to ensure everything works smoothly. You can perform a test submission through the Meta for Developers tool, which allows you to simulate a lead submission. Select your page and form, fill in the required details, and submit.

Once the test lead is submitted, check your WhatsApp to verify if you received the automated message sent by Pabbly Connect. The message should contain the lead’s details, confirming that your workflow is functioning correctly.

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Conclusion

In this tutorial, we demonstrated how to integrate Instagram Lead Ads with WhatsApp alerts using Pabbly Connect. This integration allows for real-time notifications of new leads, enhancing your response time and improving conversion rates.

Learn how to use Pabbly Connect to automatically save Gmail attachments to Google Drive without coding. Step-by-step tutorial included. 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 Automation

To automate saving Gmail attachments to Google Drive, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage. If you are new, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to log in.

Once you are logged in, you will see the dashboard where various workflows can be created. To set up the automation, click on the ‘Create Workflow’ button. This will allow you to name your workflow and select the folder where it will be saved. Make sure to name it something descriptive, like ‘Save Multiple Gmail Attachments to Google Drive.’ After naming, select the folder and click ‘Create’ to proceed.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect. The trigger determines when the automation will start. Select the ‘Email Parser’ as your trigger application. This feature captures incoming emails from your Gmail account.

• Choose ‘New Email’ as the trigger event.
• Copy the generated email hook provided by Pabbly Connect.
• Go to your Gmail settings and set up forwarding using this email hook.

After setting up the forwarding, return to Pabbly Connect and click on ‘Recapture Email Parser Response’ to ensure the connection is established. This step is crucial for capturing the email content and attachments.

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3. Configuring the Action to Save Attachments in Google Drive

Next, you will configure the action step in Pabbly Connect to save the attachments in Google Drive. Choose ‘Google Drive’ as your action application. This action will specify what happens once the trigger is activated.

Select the action event as ‘Upload a File.’ You will then need to connect your Google Drive account to Pabbly Connect. Click on ‘Add New Connection’ and authorize access to your Google Drive.

• Map the attachment URL received from the email parser.
• Specify the folder ID where you want to save the files.
• Set a dynamic file name based on the email subject.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify if the file uploads successfully to your specified Google Drive folder.

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4. Testing the Automation with Pabbly Connect

Now, it’s time to test the automation you set up in Pabbly Connect. Send a test email from another Gmail account to the one connected to Pabbly Connect. Make sure to include multiple attachments and the subject line as specified in your workflow.

After sending the email, check the Gmail account to confirm that the email was received. Then, return to Pabbly Connect and check if the email response has been captured correctly. You should see the email body and attachment links in the response.

If the attachments are visible, the automation is working correctly. Confirm that the files are uploaded to Google Drive automatically. Repeat the test with different attachments to ensure consistency.

Once verified, your automation is ready to save attachments automatically from Gmail to Google Drive using Pabbly Connect.

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5. Finalizing the Integration and Workflow

Finally, finalize your workflow in Pabbly Connect. Ensure that all settings are correct, including the trigger and action configurations. This step is vital for ensuring that your automation runs smoothly without any interruptions.

Review the workflow to confirm that it captures all necessary data and uploads files correctly. You can also set additional filters if needed, such as only uploading files with specific subjects or from certain senders.

Test the workflow multiple times to ensure reliability. Save the workflow and monitor it for any issues. Utilize the support options available at Pabbly for any queries.

With everything set up, your integration is now complete. You can enjoy automated saving of Gmail attachments to Google Drive, enhancing your productivity without manual intervention.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate saving Gmail attachments to Google Drive. By following the steps outlined, you can streamline your workflow and minimize manual efforts.

Learn how to automate Trello card creation from Gmail emails using Pabbly Connect in this detailed tutorial. Follow the exact steps to streamline your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Email to Trello Integration

To start using Pabbly Connect, open your browser and navigate to the Pabbly Connect landing page. If you are an existing user, click on the ‘Sign In’ button; otherwise, select ‘Sign Up for Free’ to create a new account. This platform allows users to automate tasks between applications without needing programming knowledge.

Once logged in, you will be directed to the dashboard. Here, you can see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin setting up your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it ‘Create Trello Cards for Received Emails’. Choose a folder to save your workflow, such as ‘Automations’. using Pabbly Connect

• Name your workflow appropriately.
• Select a folder for organization.

After naming your workflow, click on ‘Create’. This will open the workflow window where you will set up the trigger and actions. In this case, the trigger will be the email received through Gmail, which will initiate the creation of a Trello card.

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3. Setting Up the Email Trigger in Pabbly Connect

To set up the trigger, search for ‘Email Parser’ in the trigger application section. Select it, and for the trigger event, choose ‘New Email’. This setup allows Pabbly Connect to monitor your Gmail account for new incoming emails.

Next, you need to configure forwarding in your Gmail settings. Go to Gmail settings, then to ‘Forwarding and POP/IMAP’. Add the email address provided by Pabbly Connect to forward incoming emails. Complete the verification by clicking the confirmation link sent to your inbox.

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4. Filtering Emails Before Creating Trello Cards

After setting up the trigger, the next step is to add a filter condition. This ensures that only relevant emails trigger the creation of Trello cards. Search for ‘Filter by Pabbly’ and select it as your action application. using Pabbly Connect

• Set the filter condition to check if the email subject contains specific keywords.
• Add multiple conditions using ‘or’ to include various keywords.

Click on ‘Save and Send Test Request’ to ensure the filter is set correctly. This step guarantees that only emails with subjects related to inquiries or requests will proceed to create Trello cards.

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5. Creating Trello Cards with Pabbly Connect

In this final step, select Trello as the action application. Choose the action event as ‘Create Card’. You will be prompted to connect your Trello account to Pabbly Connect. If you haven’t connected it before, enter your Trello API key and token to authorize.

Once connected, select the board and list where you want to create the Trello card. For the card name, map the email subject received from the email trigger. Also, map the email content into the description field of the Trello card.

Click on ‘Save and Send Test Request’ to create the Trello card. You should see a success message indicating that the card was created. Check your Trello board to confirm that the new card appears with the correct details from the email.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Trello cards from Gmail emails. This integration streamlines your workflow and enhances productivity by ensuring no inquiries go unanswered. By following these steps, you can effectively manage your customer support requests with ease.

Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. Step-by-step guide with exact processes and UI elements. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages for Facebook leads, access Pabbly Connect by visiting its official website. If you are a new user, you can sign up for free and receive 100 free tasks per month. Existing users should sign in to their accounts to proceed.

Upon logging in, you will find a dashboard with various applications. Click on the ‘Access Now’ button under Pabbly Connect to enter the integration workspace. This is where you will create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Facebook Lead Ads to WhatsApp using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear, prompting you to name your workflow.

• Workflow Name: Send Followup WhatsApp Message to Facebook Leads
• Select Folder: Choose an appropriate folder for organization.

After naming your workflow and selecting the desired folder, click on the ‘Create’ button. This will set up the basic structure for your automation, allowing you to configure triggers and actions.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your automation in Pabbly Connect. Click on the trigger application option and select ‘Facebook Lead Ads’. For the trigger event, choose ‘New Lead Instant’ to capture new leads generated from your Facebook ads.

Once you select the trigger application and event, click on the ‘Connect’ button. A new window will appear prompting you to authorize your Facebook account. Make sure you are logged into your Facebook account in a separate tab to complete this connection easily.

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4. Configuring the Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action step using Pabbly Connect. For the action application, select ‘WhatsApp Cloud API’ and choose the action event ‘Send Template Message’. This will allow you to send WhatsApp messages to the leads captured from Facebook.

• Connect WhatsApp Cloud API: Click ‘Connect’ and enter the required details including token and phone number ID.
• Select Template: Choose the message template you created for sending WhatsApp messages.

Fill in the recipient’s mobile number by mapping it from the previous trigger step. This dynamic mapping ensures that each new lead receives a personalized message directly to their WhatsApp.

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5. Testing the Integration in Pabbly Connect

Once you have configured both the trigger and action, it’s essential to test your integration using Pabbly Connect. Generate a test lead using Facebook Lead Ads and monitor the workflow to check if the WhatsApp message is sent successfully.

After submitting the test lead, return to your Pabbly Connect dashboard and check for the response. If the setup is correct, you will receive a confirmation that the WhatsApp message has been sent. This validates that your automation is functioning as intended.

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Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. By following the steps outlined, you can streamline your communication with potential customers and enhance your business efficiency.

Learn how to automate your CRM processes using Pabbly Connect by integrating HubSpot, Google Sheets, and WhatsApp. Follow this detailed tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for CRM Automation

To start automating your CRM processes, first access Pabbly Connect by navigating to its website. Here, you will find options to sign in or sign up for free. If you are an existing user, simply click on the sign-in option. New users can create an account and enjoy 100 free tasks every month.

Once logged in, you will be directed to the Pabbly Connect dashboard. This is where you can manage all your workflows. To create a new automation, click on the ‘Create Workflow’ button and provide a suitable name, such as ‘Automate HubSpot CRM using Pabbly Connect’.

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2. Setting Up HubSpot Integration in Pabbly Connect

In this section, we will set up a connection between HubSpot CRM and Pabbly Connect. Start by selecting HubSpot as your trigger application. The trigger event we will use is ‘New Contact Added’. This means that whenever a new contact is created in HubSpot, the workflow will be triggered automatically.

• Select ‘New Contact Added’ as the trigger event.
• Click on ‘Connect’ and choose ‘Add New Connection’.
• Authorize your HubSpot account to establish the connection.

After establishing the connection, you will need to select the output properties you want to capture, such as first name, last name, email address, and phone number. Click on ‘Save and Send Test Request’ to confirm that the connection is successful. This will allow Pabbly Connect to fetch the latest contact details from HubSpot.

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3. Automating Data Transfer to Google Sheets

Now that we have set up the HubSpot integration, let’s use Pabbly Connect to automate the transfer of new contact data to Google Sheets. After the trigger event occurs, we will add an action step to create a new row in Google Sheets.

• Select Google Sheets as your action application.
• Choose the action event ‘Create Spreadsheet Row’.
• Connect your Google account to Pabbly Connect.

Map the fields from HubSpot to the corresponding columns in Google Sheets. For instance, map the first name, last name, email, and phone number fields. Click on ‘Save and Send Test Request’ to ensure the data is correctly transferred to your Google Sheets.

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4. Sending WhatsApp Messages Using Pabbly Connect

In addition to Google Sheets, you can also send WhatsApp messages to new contacts using Pabbly Connect. After setting up the Google Sheets action, add another action step to send a WhatsApp message.

Select WhatsApp Cloud API as your action application. Choose the action event ‘Send Message’. Connect your WhatsApp account to Pabbly Connect.

Compose your message and map the contact’s details such as the first name and phone number. This way, whenever a new contact is added in HubSpot, they will automatically receive a WhatsApp message. Click on ‘Save and Send Test Request’ to verify that the message is sent successfully.

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5. Conclusion

In this tutorial, we explored how to automate your CRM processes using Pabbly Connect. By integrating HubSpot CRM, Google Sheets, and WhatsApp, you can streamline your customer relationship management effectively. This automation not only saves time but also enhances communication with your contacts.

With Pabbly Connect, you can easily manage your CRM tasks without any coding skills, allowing you to focus on growing your business. Start automating today and experience the benefits of seamless integrations!

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Learn how to integrate Pluto and Builder using Pabbly Connect to automate your workflow seamlessly. Follow our detailed guide for a step-by-step 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

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1. Accessing Pabbly Connect for Integration

To start integrating Pluto and Builder, first access Pabbly Connect by navigating to its website. Here, you can either sign in as an existing user or sign up for a new account. Upon signing up, you will receive 100 free tasks monthly to explore the platform.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create workflows that automate your tasks between various applications. Click on the ‘Create Workflow’ button to begin setting up your integration.

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2. Setting Up the Webhook Trigger in Pabbly Connect

In this section, we will set up the webhook trigger to capture responses from the form built in Builder. Select ‘Webhook by Pabbly’ as the trigger application in your workflow. This step is crucial because it allows you to receive data from applications not natively connected with Pabbly Connect.

• Choose the trigger event as ‘Catch Webhook’.
• Copy the generated webhook URL provided by Pabbly Connect.
• Paste this URL into your Builder application to connect it.

After pasting the URL, whenever a form is submitted in the Builder application, the webhook will capture the response and send it to Pabbly Connect. This setup is essential for automating the process of adding new contacts in Pluto.

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3. Creating a Contact in Pluto Using Pabbly Connect

Now that we have set up the webhook trigger, it is time to create a contact in Pluto. Select ‘Pluto’ as the action application in your workflow. This step is where Pabbly Connect facilitates the integration by allowing you to create a new person in Pluto based on the data captured by the webhook.

Choose the action event as ‘Create Person’. You will need to connect your Pluto account by entering your Client ID, Client Secret, and Business Identifier. These details can be found in your Pluto account settings under the API manager section.

• Enter the first name, last name, email, and phone number from the webhook response.
• Use the mapping feature in Pabbly Connect to dynamically insert these details.

Once you’ve mapped the fields, save the configuration. This allows Pabbly Connect to automatically create a contact in Pluto whenever a new form response is captured.

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4. Testing the Integration to Ensure Success

After setting up the action step to create a contact in Pluto, it’s crucial to test the integration. Submit a test form through the Builder application to generate a response. This will allow you to verify if Pabbly Connect captures the data correctly and creates a new person in Pluto.

Check the response in Pabbly Connect after submitting the form. You should see all the details populated correctly, confirming that the webhook is functioning as intended. Next, log into your Pluto account and navigate to the Contacts section to see if the new contact has been created.

If the contact appears in Pluto, your integration is successful! This process demonstrates how effectively Pabbly Connect bridges the gap between applications that do not natively connect.

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5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we explored how to integrate Pluto and Builder using Pabbly Connect. By setting up a webhook trigger and creating contacts in Pluto, you can automate your workflow effortlessly. This process not only saves time but also ensures accuracy in data management.

With Pabbly Connect, you can connect various applications and automate repetitive tasks without any coding skills. Start using Pabbly Connect today to enhance your productivity and streamline your business processes.

Learn how to automate video creation using Pabbly Connect, Google Sheets, and Google Generative AI in this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating video creation, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect. If you do not have an account, click on the ‘Sign up for Free’ button. This will take only a couple of minutes and provide you with 100 free tasks each month.

If you already have an account, simply click on ‘Sign In’. Once logged in, navigate to the dashboard and select the ‘Create Workflow’ button. Here, you can name your workflow, such as ‘Generate Creator Made Videos Using Google Generative AI’ and choose a folder to save it in.

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2. Setting Up the Trigger with Google Sheets

In this section, we will set up the trigger using Google Sheets within Pabbly Connect. The trigger will activate when a new or updated spreadsheet row is detected. Click on the search bar to find Google Sheets and select it as your trigger application.

• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Sheets, and under Extensions, install the Pabbly Connect extension if you haven’t already.

After installation, refresh your sheet and navigate to the Pabbly Connect extension. Open the initial setup and paste the webhook URL. Set your trigger column to the final data column where new video titles will be added. Click on ‘Send Test’ to ensure the setup is working correctly before submitting.

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3. Generating Content with Google Generative AI

Next, we will generate video content using Google Generative AI. In Pabbly Connect, add a new action step after your trigger. Search for Google Generative AI and select it as the action application.

• Choose the action event as ‘Generate Content’.
• Connect Google Generative AI with Pabbly Connect by entering the API key you generated from Google AI Studio.
• Set your prompt to create motivational content based on the video title from Google Sheets.

After setting up the action, click on ‘Save and Test’ to generate the content. This will allow you to create tailored motivational quotes for your videos automatically.

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4. Creating Video with Creator Mate

Now that we have the content, we will create a video using Creator Mate. In Pabbly Connect, add another action step and select Creator Mate as your application.

Choose the action event as ‘Create Single Render’. Connect Creator Mate with Pabbly Connect using your Creator Mate API key. Select the template ID you want to use for your video.

Fill in the necessary details, including the motivational content generated by Google Generative AI. Click on ‘Save and Test’ to create the video. This step ensures that your video is generated with the correct content and template.

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5. Updating Google Sheets with Video Links

Finally, we need to update Google Sheets with the video link generated by Creator Mate. In this last step within Pabbly Connect, add an action step and select Google Sheets again.

Choose the action event as ‘Update Row’. Connect Google Sheets with Pabbly Connect and authenticate your account. Map the row index and the video URL to update the sheet.

After mapping the necessary fields, click ‘Save and Test’. This will ensure that your Google Sheet is updated with the newly created video link and status, completing the automation process.

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Conclusion

In this tutorial, we explored how to automate video creation using Pabbly Connect, Google Sheets, and Google Generative AI. By following these steps, you can streamline your video production process and enhance your content marketing strategy.