Author: Rajpal Tomar

Learn how to automatically add email attachments to OneDrive using Pabbly Connect with this step-by-step tutorial. Streamline your workflow and save time! 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 Email Automation

To begin automating email attachments to OneDrive, first access Pabbly Connect. Open your browser and navigate to Pabbly Connect’s landing page.

If you don’t have an account, click on the ‘Sign Up for Free’ button to create an account. You will receive 100 free tasks every month. Existing users can simply sign in.

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2. Creating Your Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button in Pabbly Connect. Name your workflow, for example, ‘Automatically Add Email Attachments to OneDrive.’ This will help you identify the task easily.

• Click ‘Create’ to proceed to the workflow setup.
• In the trigger section, search for ‘Email Parser’ as your trigger application.
• Select the event as ‘New Email’ to trigger the workflow when a new email is received.

With these steps completed, you have set up the primary trigger for your workflow in Pabbly Connect.

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3. Configuring Email Forwarding to Pabbly Connect

Next, you need to configure your Gmail account to forward emails to Pabbly Connect. Copy the forwarding email address provided in your Pabbly Connect dashboard.

In your Gmail settings, navigate to ‘Forwarding and POP/IMAP’. Add the copied forwarding address, confirm it, and save changes. This allows all incoming emails to be forwarded to Pabbly Connect.

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4. Setting Up OneDrive Integration in Pabbly Connect

Now that your Gmail is set up, return to Pabbly Connect. Add a new action step and select Microsoft OneDrive as your action application. Choose the action event as ‘Create Child Folder’.

• Connect your Microsoft OneDrive account to Pabbly Connect.
• Select the parent folder where the new folder will be created.
• Map the folder name using the sender’s name from the email response.

This setup allows you to create a dedicated folder for each sender in your OneDrive, enhancing organization.

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5. Finalizing the Workflow to Upload Attachments

In the last step, add another action in Pabbly Connect to upload the email attachment to the newly created OneDrive folder. Select ‘Upload File’ as your action event.

Map the folder ID from the previous step and the attachment link from the email parser response. This ensures that every time an email with an attachment is received, the file is automatically uploaded to the correct folder in OneDrive.

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Conclusion

Using Pabbly Connect, you can automate the process of adding email attachments to OneDrive seamlessly. This integration saves time and keeps your files organized without manual effort. Follow the steps outlined in this tutorial to streamline your workflow effectively.

Learn how to integrate Facebook Lead Ads with WhatsApp and Lead Square using Pabbly Connect to automate lead management and communication. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, first access the Pabbly website. You can sign in if you are an existing user or create a new account to get started. Once logged in, navigate to the Pabbly Connect dashboard where you can manage your workflows.

After accessing your dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. For this tutorial, name your workflow something like ‘Integrate Facebook Lead Ads with Lead Square and WhatsApp.’ This sets the foundation for your automation.

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2. Setting Up the Trigger with Facebook Lead Ads

The first step in our automation is to set up the trigger using Facebook Lead Ads in Pabbly Connect. Select Facebook Lead Ads as your trigger application. The trigger event will be set to ‘New Lead Instant,’ which means the workflow will activate as soon as a new lead is captured.

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

After connecting your Facebook account, select the page and lead form you wish to use for the automation. This setup allows Pabbly Connect to listen for new leads generated by your Facebook ads, ensuring that no potential client slips through the cracks.

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3. Adding Leads to Lead Square

Once the trigger is set, the next step is to add the lead information to Lead Square using Pabbly Connect. Select Lead Square as your action application and choose the action event ‘Create or Update Lead.’ This will allow you to create a new lead entry or update an existing one based on the information received from Facebook.

Connect your Lead Square account by providing the necessary API keys and access credentials. Once connected, you can map the data fields from your trigger step to the corresponding fields in Lead Square. This ensures that the lead details are accurately recorded.

• Map the first name, last name, email, and phone number from the trigger data.
• Ensure all required fields in Lead Square are filled appropriately.

With this action configured, Pabbly Connect will automatically add new leads to Lead Square as they come in from Facebook, streamlining your lead management process.

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4. Sending Automated WhatsApp Messages

The final step in this integration is to send an automated WhatsApp message to the newly added lead. For this, select WhatsApp as your action application in Pabbly Connect and choose the action event ‘Send Template Message.’ This allows you to send a predefined message template to your leads.

Connect your WhatsApp account by providing the necessary API key. After connecting, you will need to select the campaign name and map the lead’s phone number to ensure the message reaches the correct recipient. The message can include personalized elements such as the lead’s name.

Map the lead’s phone number to the WhatsApp message. Use template parameters to personalize the message.

By completing this final action, Pabbly Connect will ensure that every new lead receives a timely WhatsApp message, enhancing your communication and engagement.

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5. Testing the Workflow

After configuring all actions in Pabbly Connect, it’s important to test the workflow to ensure everything is functioning correctly. You can use the Facebook Lead Ads testing tool to submit a dummy lead and verify that the details are captured correctly in Lead Square.

Check your Lead Square account to confirm that the new lead appears as expected. Additionally, verify that the automated WhatsApp message is sent to the lead’s phone number. This step is crucial to ensure that the integration works smoothly and effectively.

By following these testing steps, you can confirm that your automation is set up correctly and that Pabbly Connect is effectively managing leads between Facebook, Lead Square, and WhatsApp.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Lead Square and WhatsApp using Pabbly Connect. This automation streamlines lead management and enhances communication, ensuring no potential client slips through the cracks. By following these steps, you can effectively nurture leads and improve engagement rates.

Learn how to create a Kit subscriber from Salesforce leads 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.

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1. Accessing Pabbly Connect for Integration

To create a Kit subscriber from a Salesforce lead, we will use Pabbly Connect as the integration platform. Start by opening the Pabbly Connect landing page in your browser.

Once there, you can either sign in if you are an existing user or sign up for a free account. New users can access 100 tasks free every month. Upon signing in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to open your dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the button that says ‘Create Workflow’. This step is crucial as it allows you to set up the automation for connecting Salesforce and Kit through Pabbly Connect.

• Name your workflow, e.g., ‘Create Kit Subscriber from Salesforce Lead’.
• Select the folder where you want to save the workflow.

Click on ‘Create’ to proceed. This will open the workflow window, where you can define the trigger and action for your automation. Remember, Pabbly Connect allows you to have one trigger and multiple actions, streamlining your workflow effectively.

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3. Setting Up the Trigger in Pabbly Connect

In this step, we will select Salesforce as the trigger application. Click on the search bar and type ‘Salesforce’ to select it. The trigger event here is ‘New Lead’, which means the workflow will activate whenever a new lead is created in Salesforce.

After selecting the trigger event, click on ‘Connect’. If this is your first time connecting Salesforce, you will need to add a new connection. Click on ‘Connect with Salesforce’ and grant the necessary permissions for Pabbly Connect to access your Salesforce account.

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4. Configuring the Action in Pabbly Connect

Next, we will set up the action step where we will add a subscriber to Kit. Search for and select ‘Kit’ as the action application. The action event we want is ‘Add Subscriber to Sequence’. This ensures that every new lead from Salesforce is added as a subscriber in Kit. using Pabbly Connect

• Click on ‘Connect’ and add your Kit API key and secret.
• Map the fields from Salesforce, such as email, first name, last name, and mobile number.

Mapping is crucial as it pulls data from the Salesforce lead into Kit seamlessly. After mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

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5. Finalizing the Integration in Pabbly Connect

Once you have verified that the integration works, you can check your Kit account to see if the new subscriber has been added successfully. This process ensures that every new lead from Salesforce is automatically engaged through Kit, enhancing your marketing efforts.

Using Pabbly Connect to automate this workflow not only saves time but also reduces manual errors, ensuring that your marketing team can focus on crafting targeted email campaigns for new leads. With this setup, every lead will be nurtured effectively, leading to improved conversion rates.

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Conclusion

In this tutorial, we explored how to create a Kit subscriber from a Salesforce lead using Pabbly Connect. This integration streamlines your marketing efforts by automating the process of adding new leads as subscribers, ensuring timely follow-ups and better engagement.

Learn how to automate email responses using Pabbly Connect with Google Gemini, Gmail, and more. Step-by-step tutorial for travel agencies. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Email Automation

To begin automating email responses, you first need to access Pabbly Connect. Start by visiting the official Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow. This platform will facilitate the integration of various applications, including Gmail and Google Gemini, for seamless email automation.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, workflows are essential for automating tasks. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow; enter a suitable name like ‘Analyze Received Emails and Generate a Draft.’

• Choose a folder for your workflow from the drop-down menu.
• Click the ‘Create’ button to finalize your workflow.

After creating the workflow, you will see two sections: ‘Trigger’ and ‘Action.’ These are crucial for setting up your automation process in Pabbly Connect.

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3. Setting Up the Trigger with Email Parser

The trigger in your workflow will be set to capture new emails. Select ‘Email Parser’ as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Email’ to capture incoming emails automatically.

Pabbly Connect provides you with a forwarding email address. Copy this address and set it up in your Gmail account to forward all incoming emails to Pabbly Connect. This step is essential to ensure that your Gmail account is properly connected.

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4. Analyzing Emails with Google Gemini

Once you have set up your trigger, the next step involves analyzing the forwarded emails using Google Gemini. Select Google Gemini as the action application in your workflow and choose the action event as ‘Generate Content.’

To connect Google Gemini to Pabbly Connect, you will need an API key. Navigate to the Google AI Studio, create an API key, and paste it into the connection setup in Pabbly Connect. This integration allows Gemini to analyze the email content and generate a draft response.

• Enter a prompt for Gemini to generate a draft email response.
• Map the subject and body of the email from the previous email parser step.

This will ensure that the content generated is dynamic and relevant to the specific email received.

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5. Creating a Draft in Gmail

After generating the email response with Google Gemini, the final step is to create a draft in your Gmail account. For this, select Gmail as the action application in Pabbly Connect and choose the action event as ‘Create Draft.’

Map the recipient email address, subject, and the content generated by Gemini into the respective fields. This draft will be saved in a designated label within your Gmail account, allowing you to review and send it later.

Once you have completed these steps, you will have an automated system set up that captures incoming emails, analyzes them, and creates drafts for your responses. This process saves time and enhances efficiency in managing customer inquiries.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate email responses with Google Gemini. By integrating these applications, you can streamline your email management and enhance customer service efficiency.

Learn how to automate the process of adding Google Ads leads as subscribers in Kit using Pabbly Connect. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for Integration

To start integrating Google Ads with Kit, you’ll first need to access Pabbly Connect. This platform allows you to automate processes between different applications seamlessly. Simply visit the Pabbly Connect website and log in or sign up for a free account.

After logging in, you’ll see the dashboard where you can create workflows. This is where the magic happens, as you can connect your Google Ads leads directly to your Kit account, ensuring no lead is missed. The first step is to create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located on the top right corner of your dashboard. Name your workflow something descriptive, like ‘Create Kit Subscriber from Google Ads Lead’.

• Click on the ‘Create’ button to finalize your workflow.
• You will see the options for setting up a trigger and an action.
• Select Google Ads as your trigger application.

Once you have created your workflow, you will need to set up the trigger. This is essential because it determines what action will initiate the process of adding new leads to your Kit account. The trigger you will select is ‘New Lead Form Entry’ from Google Ads.

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3. Setting Up Google Ads Trigger in Pabbly Connect

Now that you have created your workflow, it’s time to set up the Google Ads trigger in Pabbly Connect. This step ensures that every time a new lead fills out a form in Google Ads, it will trigger the workflow. Select ‘New Lead Form Entry’ as your trigger event.

After selecting the trigger event, you will be provided with a webhook URL. This URL is crucial as it connects your Google Ads account with Pabbly Connect. Copy this URL and navigate to your Google Ads account to set up the lead form.

• Create a new lead form in Google Ads and paste the webhook URL into the lead delivery options.
• Test the connection by sending test data to ensure everything is functioning correctly.

This setup allows Pabbly Connect to capture any new leads generated from your Google Ads campaigns, making the process seamless and efficient.

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4. Adding Subscribers in Kit Using Pabbly Connect

With the Google Ads trigger set up, the next step is to configure the action in Pabbly Connect. Select Kit as your action application and choose ‘Add Subscriber to a Form’ as the action event. This step is crucial as it allows the data collected from Google Ads to be sent directly to your Kit account.

To establish this connection, you will need to enter your API key and API secret from your Kit account into Pabbly Connect. Once connected, select the form you want to use for adding subscribers. This ensures that the leads captured from your Google Ads will be organized correctly within Kit.

Map the fields such as first name, last name, email, and phone number from the Google Ads lead data. After mapping the fields, click on ‘Save and Send Test Request’ to finalize the action.

This process allows you to maintain an organized list of subscribers who have shown interest through your Google Ads campaigns, enhancing your marketing efforts significantly.

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5. Finalizing the Integration and Testing

After completing the setup in Pabbly Connect, it’s essential to test the integration to ensure everything is functioning as expected. Check your Kit account to see if the subscriber has been added successfully. The status should be set to inactive until the subscription is confirmed.

Once you receive the confirmation email, approve the subscription to change the status to active. This final step ensures that you can start engaging with your new subscribers effectively. The entire process from Google Ads to Kit is now automated, saving you time and effort.

With Pabbly Connect, you can easily manage leads and streamline your marketing efforts, ensuring no lead goes unnoticed. This integration not only enhances your workflow but also improves your chances of converting leads into loyal customers.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Google Ads leads as subscribers in Kit. This integration enhances efficiency and ensures you can follow up with potential customers promptly.

Learn how to integrate Google Ads with LeadSquared CRM using Pabbly Connect for seamless lead management. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Setting Up Pabbly Connect for Google Ads and LeadSquared Integration

To start integrating Google Ads with LeadSquared CRM, the first step is to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Begin by visiting the Pabbly Connect website and signing up or logging in if you already have an account.

Once logged in, you will see the dashboard. Here, you can create a new workflow that will automate the process of adding leads from Google Ads to your LeadSquared CRM. Click on the ‘Create Workflow’ button to initiate this process.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a specific workflow to connect Google Ads and LeadSquared CRM through Pabbly Connect. After clicking on ‘Create Workflow’, name it ‘Google Ads Leads to LeadSquared CRM’. You can choose a folder for better organization.

• Click on ‘Create’ to finalize your workflow setup.
• Define the trigger for your workflow, which is Google Ads in this case.
• Select the trigger event as ‘New Lead Form Entry’ to capture new leads.

By setting up this workflow, you ensure that every time a new lead is generated from your Google Ads, it will automatically be added to your LeadSquared CRM. This automation saves time and reduces the chances of missing potential leads.

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3. Connecting Google Ads to Pabbly Connect

To connect Google Ads with Pabbly Connect, you will need to configure a webhook URL. After selecting your trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to link your Google Ads account.

Next, log into your Google Ads account and create a new lead form. In the lead form settings, navigate to the lead delivery options and select the webhook integration option. Paste the copied webhook URL into the designated field and click ‘Send Test Data’ to verify the connection.

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4. Setting Up Leads in LeadSquared CRM

After successfully connecting Google Ads to Pabbly Connect, the next step is to configure how leads will be added to LeadSquared CRM. For this, select LeadSquared as the action application in your Pabbly Connect workflow.

• Choose ‘Create or Update Lead’ as the action event.
• Connect your LeadSquared account by entering the required API details.
• Map the fields from the Google Ads lead to the corresponding fields in LeadSquared.

By mapping the fields correctly, you ensure that all information from the Google Ads leads is captured accurately in your CRM, making it easier to manage and follow up with leads.

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5. Testing and Verifying the Integration

Finally, to ensure that everything is working correctly, you should test the integration between Google Ads, Pabbly Connect, and LeadSquared. Perform a test submission through your Google Ads lead form and check if the lead appears in your LeadSquared CRM.

If the test is successful, you will see the new lead with all the mapped details in your LeadSquared account. This verification step is crucial to confirm that the automation is functioning as expected, allowing you to manage your leads efficiently.

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Conclusion

In this tutorial, we explored how to integrate Google Ads with LeadSquared CRM using Pabbly Connect. By automating the lead transfer process, you can enhance your lead management and improve response times, ultimately boosting your sales efficiency. This integration simplifies your workflow and ensures no lead goes unnoticed.

Learn how to automate the integration of IndiaMART Lead Manager leads to Salesforce using Pabbly Connect in this 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 begin integrating IndiaMART Lead Manager leads with Salesforce, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing Pabbly.com/connect in your browser. Sign into your account using the ‘Sign In’ button located at the top right corner of the page.

After logging in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow for the integration. Click on the ‘Create Workflow’ option, where you will name your workflow, for instance, ‘Integrating IndiaMART Leads with Salesforce’. Select the appropriate folder for organization and click on create.

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2. Setting Up the Trigger for IndiaMART Leads

In the workflow you just created, the next step is to set up the trigger using Pabbly Connect. Select IndiaMART as your trigger application. The specific event you want to trigger the workflow is ‘New Leads’. This means every time a new lead is generated in IndiaMART, it will initiate the workflow.

• Select IndiaMART as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once you have selected the trigger, you will be given a webhook URL. This URL acts as a bridge connecting IndiaMART to Pabbly Connect. You will need to paste this URL into your IndiaMART account to complete the connection.

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3. Configuring IndiaMART to Use the Webhook URL

Now that you have the webhook URL, the next step involves configuring your IndiaMART account. Log into your IndiaMART seller dashboard and navigate to the ‘Lead Manager’ section. Click on the three dots, then select ‘Import/Export Leads’ and choose ‘Push API’.

In the Push API setup, you will need to enter the following details:

• Select ‘Others’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL into the Listener URL field.

Finally, save the details to establish the connection between IndiaMART and Pabbly Connect. This will allow leads from IndiaMART to be sent directly to Pabbly Connect whenever they are generated.

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4. Testing the Connection and Capturing Leads

After configuring the webhook in IndiaMART, you need to test the connection to ensure it is working. Go back to your Pabbly Connect dashboard and check the status. It should indicate that it is waiting for a webhook response. To test this, submit a lead inquiry from your IndiaMART profile.

Once you submit the inquiry, return to Pabbly Connect and check if the lead details have been captured. You should see a success message along with the unique query ID and all relevant lead information such as sender name, email address, and company name.

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5. Adding Captured Leads to Salesforce

With the leads successfully captured in Pabbly Connect, the final step is to add these leads to Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application. Choose ‘Create Lead’ as the action event.

Connect your Salesforce account by clicking on ‘Add New Connection’ and granting the necessary permissions. After connecting, you will need to map the captured lead data from IndiaMART to the respective Salesforce fields. This includes entering the first name, last name, email address, and other relevant details.

Once all the fields are mapped correctly, click on ‘Save and Send Test Request’. Check your Salesforce dashboard to confirm that the lead has been created successfully with all the details populated from Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate the process of adding IndiaMART Lead Manager leads to Salesforce using Pabbly Connect. By following these steps, you can streamline your lead management process efficiently.

Learn how to automate adding Instagram leads to LeadSquared CRM using Pabbly Connect. Follow our step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate adding Instagram leads to LeadSquared CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see various applications available. Select Pabbly Connect by clicking on the ‘Access Now’ button to begin creating your automation workflow.

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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 located in the top right corner. A dialog box will appear, prompting you to name your workflow and select a folder for it.

• Name your workflow: ‘Add Instagram Leads to LeadSquared CRM Automatically’
• Select a folder, such as ‘Instagram Automations’

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button. This will set up your automation workflow in Pabbly Connect, ready for configuring the trigger and action steps.

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3. Setting Up Trigger for Instagram Lead Ads

To begin the automation process, you need to configure the trigger application in Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application. The trigger event should be set to ‘New Lead Instant’, which captures new leads generated through Instagram ads.

Click on the ‘Connect’ button to establish a connection with Instagram. You will need to authorize Pabbly Connect to access your Instagram account. Once authorized, select the appropriate Facebook page and the lead generation form that you are using for your Instagram ads.

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4. Configuring Action to Add Leads to LeadSquared

After setting up the trigger, the next step involves configuring the action application. Select ‘LeadSquared CRM’ as your action application. Choose the action event as ‘Create or Update Lead’. Click on the ‘Connect’ button to link your LeadSquared account to Pabbly Connect.

When prompted, enter your LeadSquared access key, secret key, and API host to establish the connection. These details can be found in your LeadSquared account settings under the API section. Once connected, you will need to map the lead details from Instagram to the corresponding fields in LeadSquared CRM.

• Map first name, last name, email, and phone number from the Instagram lead data
• Skip any unnecessary fields that are not required for your CRM

After mapping the fields, click on the ‘Save and Send Test Request’ button to test the integration. If successful, your leads will be automatically added to LeadSquared CRM whenever a new lead is generated through Instagram.

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5. Testing and Verifying the Integration

To ensure that the integration is functioning correctly, generate a test lead using the Instagram lead ads tool. Fill in the required information such as first name, last name, email, and phone number, and submit the form.

Once the test lead is submitted, return to your Pabbly Connect workflow and check for the response from Instagram Lead Ads. If the test lead information is captured successfully, it means the integration is working as intended. You should also verify that the lead appears in your LeadSquared CRM account.

This successful automation allows you to manage leads efficiently, saving time and optimizing your follow-up strategies. With Pabbly Connect, you can automate lead management seamlessly between Instagram and LeadSquared CRM.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate adding Instagram leads to LeadSquared CRM. By following these steps, you can streamline your lead management process and enhance your marketing strategies effectively.

Learn how to automate sending WhatsApp messages to IndiaMART leads for real estate services using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Accessing Pabbly Connect for Automation

To start sending WhatsApp messages to IndiaMART leads, first access Pabbly Connect. Type the URL Pabbly.com/connect in your browser to reach the homepage. Here, you will find options to sign in or sign up for free, making it easy for both new and existing users to get started.

If you are 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 functionalities of Pabbly Connect. Once logged in, navigate to the dashboard where you can create workflows for automating your tasks.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow specifically for sending WhatsApp messages to IndiaMART leads. Click on the ‘Create Workflow’ option on the dashboard. A dialog box will appear asking for a name for your workflow. Enter ‘Send WhatsApp Message to IndiaMART Leads’ and select a folder to save it in.

After naming your workflow, you will see a blank workflow screen with two main sections: Trigger and Action. The trigger will be set to activate when a new lead is received from IndiaMART, and the action will be to send a WhatsApp message through the chosen application. Follow these steps to set up your workflow:

• Click on the Trigger application and select ‘IndiaMART.’
• Choose the trigger event as ‘New Lead.’
• Copy the webhook URL provided by Pabbly Connect.

Now, you are ready to set up the connection between IndiaMART and Pabbly Connect for lead management.

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3. Setting Up the IndiaMART Connection

To connect IndiaMART with Pabbly Connect, log in to your IndiaMART account. Navigate to the Lead Manager section and select the option for Push API integration. Here, you will paste the webhook URL you copied earlier from Pabbly Connect.

After pasting the URL, select the CRM platform as Pabbly Connect. Follow these steps to complete the setup:

• Choose the source of the leads, selecting ‘Other.’
• Click on ‘Save Details’ to finalize the integration.
• Generate an OTP to activate the webhook listener.

Once the connection is established, Pabbly Connect will wait for the webhook response from IndiaMART whenever a new lead is generated.

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4. Testing the Webhook Response

After setting up the connection, you need to test the webhook response to ensure it captures lead data correctly. To do this, create a new lead in IndiaMART by submitting an inquiry. Open an incognito window and contact your supplier through the IndiaMART interface.

Once you submit the inquiry, check Pabbly Connect for the webhook response. You should see all the lead details captured, including:

Lead Name Phone Number Email Address

This confirms that Pabbly Connect is successfully capturing lead information from IndiaMART for further action.

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5. Sending WhatsApp Messages Using Pabbly Connect

Now that the webhook response is successfully captured, you can set up the action to send WhatsApp messages using Pabbly Connect. For this, select the action application as WhatsApp by AI Sensi. Choose the action event as ‘Send Template Message.’

To connect WhatsApp with Pabbly Connect, you need to provide the API key from your AI Sensi account. After entering the API key, you will set up the message parameters:

Enter the campaign name linked to your WhatsApp template. Map the phone number and lead name dynamically from the webhook response. Fill in any additional parameters required for your message.

After saving and sending the test request, check your WhatsApp to confirm that the message has been received successfully. This demonstrates how Pabbly Connect automates the process of sending WhatsApp messages to your leads from IndiaMART.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads for real estate services. By following these steps, you can efficiently connect with your leads and enhance your communication strategy.

Learn how to automate adding and grouping Google Contacts from Google Forms submissions using Pabbly Connect. Streamline your hiring process effectively. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Forms Integration

To start automating the process of adding and grouping Google Contacts from Google Forms submissions, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

Once logged in, you will see the dashboard, where you can select Pabbly Connect by clicking on ‘Access Now’. This will lead you to the workflow creation page, where you can set up your automation.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Google Forms and Google Contacts using Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow as ‘Add and Group Google Contacts from Google Form Submissions’.
• Select a folder to save your workflow, e.g., ‘Google Forms Automations’.

After completing these steps, click on ‘Create’ to finalize your workflow setup. You will now see two windows labeled ‘Trigger’ and ‘Action’, which are essential for the automation process.

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3. Setting Up the Trigger in Pabbly Connect

To capture responses from Google Forms, we need to set up a trigger using Pabbly Connect. Select Google Forms as your trigger application and choose ‘New Response Received’ as the trigger event. This setup ensures that every time a candidate submits a form, Pabbly Connect captures their response.

Next, you will receive a unique webhook URL from Pabbly Connect. Copy this URL and navigate to your Google Forms. Under the ‘Responses’ tab, link your form to a Google Sheets spreadsheet where the responses will be recorded. This connection allows Pabbly Connect to access the data efficiently.

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4. Configuring Google Sheets with Pabbly Connect

To ensure that responses from Google Forms are sent to Pabbly Connect, you need to configure Google Sheets. Go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ and search for ‘Pabbly Connect Webhooks’. Install this add-on to facilitate the connection.

• After installation, refresh your Google Sheets.
• Under ‘Extensions’, select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’.
• Paste the webhook URL and set the trigger column to capture the final data.

Once completed, click on the ‘Submit’ button to finalize the setup. This configuration will ensure that Pabbly Connect receives data whenever a new form submission occurs.

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5. Adding Contacts to Google Contacts via Pabbly Connect

Now that the trigger is set, it’s time to add the captured responses as contacts in Google Contacts. In Pabbly Connect, set up an action step with Google Contacts as the application and select ‘Create Contact’ as the action event.

Map the fields from the Google Forms responses to the contact fields in Google Contacts. For example, map the first name, last name, email, and phone number of the candidate. This dynamic mapping ensures that each new submission creates a contact with the correct information.

After creating the contact, you can add it to specific groups based on the job position applied for. For this, set up another action step in Pabbly Connect to ‘Add Contact to Group’ and specify the group name accordingly. This automation streamlines your process, allowing you to manage candidates efficiently.

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Conclusion

Using Pabbly Connect, you can easily automate the addition and grouping of Google Contacts from Google Forms submissions. This integration enhances your hiring process by saving time and improving efficiency.