Author: Rajpal Tomar

Learn how to seamlessly integrate IndiaMART leads into Salesforce using Pabbly Connect. Follow this detailed step-by-step tutorial for the Media, PR & Publishing industry. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating IndiaMART leads with Salesforce, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly, saving you time and effort.

Visit the Pabbly Connect homepage by browsing to the URL Pabbly.com/sl/connect. Here, you will find options to sign in or sign up for a free account. New users can sign up to explore the platform with 300 tasks every month.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a workflow that will automate the process of adding leads from IndiaMART to Salesforce. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Media PR and Publishing Industry’.
• Select a folder for your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Now, you will see the workflow interface, where you can set up the trigger and action for your automation. The trigger will initiate the process whenever a new lead is generated from IndiaMART.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select ‘IndiaMART’ as your trigger application. This is essential as you want to capture new leads from your IndiaMART account.

Choose the trigger event as ‘New Leads’. This event will activate the workflow whenever a new lead is received. You will then be provided with a webhook URL, which you need to copy.

• Log into your IndiaMART account and navigate to the Lead Manager.
• Select ‘Import/Export Leads’ and then choose ‘Push API’.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL.

After entering these details, save the settings in your IndiaMART account. This will link your IndiaMART leads to Pabbly Connect, enabling the automation to function correctly.

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4. Adding Leads to Salesforce via Pabbly Connect

Now that your trigger is set up, it’s time to configure the action step in Pabbly Connect. Select ‘Salesforce’ as your action application to add the leads captured from IndiaMART.

Choose the action event as ‘Create a Lead’. This step will ensure that every new lead from IndiaMART is automatically added to your Salesforce account. To connect Salesforce to Pabbly Connect, click on the ‘Connect’ button and authorize the connection by allowing access.

Map the lead’s details from the trigger step to the corresponding fields in Salesforce. Enter necessary information such as first name, last name, email, and phone number. Click on ‘Save and Send Test Request’ to verify the integration.

If everything is set up correctly, you will receive a successful response, indicating that the lead has been added to Salesforce. This automation streamlines your workflow, ensuring no leads are missed.

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5. Conclusion: Efficient Lead Management with Pabbly Connect

In conclusion, integrating IndiaMART leads into Salesforce using Pabbly Connect significantly enhances your lead management process. By automating the data transfer, you ensure timely responses and organized follow-ups.

This step-by-step tutorial has guided you through accessing Pabbly Connect, creating workflows, setting up triggers, and adding leads to Salesforce. Using Pabbly Connect not only saves time but also minimizes errors, allowing you to focus on growing your business.

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With these steps, you can effectively manage your leads from IndiaMART in Salesforce, making your operations smoother and more efficient.

Learn how to use Pabbly Connect to automate the creation of GoHighLevel contacts from OnceHub bookings and add details to Google Sheets. Step-by-step guide included.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating OnceHub Booking with GoHighLevel and Google Sheets, you need to access Pabbly Connect. Begin by searching for ‘Pabbly Connect’ in your browser and open the landing page. If you’re a new user, click on ‘Sign up for free’ to get started with 100 free tasks each month.

If you are an existing user, simply click on ‘Sign In’. Once logged in, navigate to the dashboard where you will find various Pabbly applications. Click on ‘Pabbly Connect’ to begin creating your 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. You will be prompted to name your workflow; enter a descriptive name like ‘Create GoHighLevel Contact on OnceHub Booking & Add Details in Google Sheets’.

• Select a folder for your workflow, such as ‘Automations’.
• Click on ‘Create’ to proceed to the workflow setup window.

This window is crucial as it allows you to set a trigger and actions. In this case, you will set OnceHub as the trigger application.

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3. Setting Up the Trigger for OnceHub Booking

For the trigger application, select ‘OnceHub’ from the list. You will then need to choose the trigger event, which in this case is ‘Booking Scheduled’. Click on ‘Connect’ to proceed. using Pabbly Connect

Here, you may need to add a new connection by entering your OnceHub API key. To obtain this key, log in to your OnceHub account, navigate to the integration API section, and copy the API key provided.

• Paste the API key into Pabbly Connect and click ‘Save’.
• Provide a webhook name like ‘Free Consultation Bookings’.

Once the connection is established, you will need to perform a test booking to capture the response from OnceHub.

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4. Adding Booking Details to Google Sheets

Once the trigger is set up, the next action is to add the booking details to Google Sheets. For this, select ‘Google Sheets’ as the action application. Choose the action event ‘Add New Row’ and click on ‘Connect’. using Pabbly Connect

After connecting, select the spreadsheet where you want to store the booking details. Make sure to choose the correct sheet within the spreadsheet, typically named ‘Sheet1’. You will then map the fields from the OnceHub response to the corresponding columns in Google Sheets.

Map fields such as client name, email, phone, and appointment date. Click ‘Save and Send Test Request’ to ensure the data is added successfully.

After this step, check your Google Sheets to confirm that the details have been added correctly.

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5. Creating a GoHighLevel Contact

After adding the booking details to Google Sheets, the final step is to create a new contact in GoHighLevel. For this, select ‘Lead Connector V2’ as the action application and choose ‘Create or Update Contact’ as the action event.

Connect your GoHighLevel account by selecting the appropriate sub-account. Map the required fields such as name, email, and phone number from the OnceHub booking response. Finally, click ‘Save and Send Test Request’ to create the contact.

Ensure you map the full name since it may not be separated into first and last names. Check your GoHighLevel account to verify the new contact has been created.

By following these steps, you will have successfully integrated OnceHub Booking, Google Sheets, and GoHighLevel using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create a seamless integration between OnceHub Booking, Google Sheets, and GoHighLevel. This process automates the addition of new contacts and booking details, streamlining your workflow effectively.

Learn how to automate the creation of InCharge contacts from Paper Form submissions using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance! 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 Integration

To start using Pabbly Connect, first navigate to the Pabbly Connect website. Pabbly Connect is an automation tool that simplifies the integration process between various applications, such as Paper Form and InCharge.

Once on the Pabbly Connect landing page, you need to sign in. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. After signing in, click on the Pabbly Connect option to access the dashboard and begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the Pabbly Connect dashboard, then select the option to create a new workflow. Name your workflow, such as ‘Create or Update InCharge Person on Paper Form Submission,’ and choose the appropriate folder to save it.

• Click on ‘Create Workflow’
• Enter the workflow name
• Select the folder for saving

After naming your workflow, you will see two boxes appear: one for the trigger and another for the action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new submission from the Paper Form, and the action will be the creation of a person in InCharge.

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3. Connecting Paper Form to Pabbly Connect

To connect Paper Form to Pabbly Connect, you will need to set up a webhook URL. This URL acts as a bridge between Paper Form and Pabbly Connect. In your workflow, select Paper Form as the trigger application and choose the event ‘New Form Submission.’ Pabbly Connect will provide you with a webhook URL to use.

Next, log into your Paper Form account, select the form you want to connect, and navigate to the integration settings. Here, you will add the webhook URL provided by Pabbly Connect. Ensure that the webhook triggers on new form submissions, and then save your changes.

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4. Setting Up InCharge as an Action in Pabbly Connect

After setting up the webhook in Paper Form, return to your Pabbly Connect dashboard. Now, you will set InCharge as the action application. Choose the action event ‘Add or Update Person’ and connect your InCharge account by allowing the necessary permissions.

Next, map the fields from the Paper Form submission to the corresponding fields in InCharge. For example, use the email address, first name, and last name from the Paper Form response. This mapping ensures that each new submission creates or updates a person in InCharge automatically.

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5. Testing and Verifying the Integration

To ensure that your integration works correctly, perform a test submission on the Paper Form. Fill in the form with dummy data and submit it. Check back in Pabbly Connect to see if the response has been captured. If successful, you will see the details populated in the webhook response section.

Finally, log into your InCharge account to verify that the new contact has been created. Refresh the page to see the newly created person. This confirms that your integration between Paper Form and InCharge via Pabbly Connect is functioning as expected.

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Conclusion

In this tutorial, we demonstrated how to integrate Paper Form with InCharge using Pabbly Connect. By following these steps, you can automate the creation of contacts in InCharge based on form submissions, streamlining your workflow and enhancing productivity.

Learn how to seamlessly integrate Tag Mango leads into HubSpot CRM using Pabbly Connect for automated lead management. 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 integrating Tag Mango leads with HubSpot CRM, you’ll first need to access Pabbly Connect. This platform allows you to automate workflows easily. Sign up for a free account using the link provided in the description.

Once you have your account set up, log in to your Pabbly Connect dashboard. Here, you can create a new workflow to automate adding leads from Tag Mango to HubSpot CRM. Click on the ‘Create Workflow’ button to begin.

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2. Creating a Workflow in Pabbly Connect

Now that you’re in your Pabbly Connect dashboard, it’s time to create a workflow. Name your workflow, for example, ‘Tag Mango to HubSpot’. Choose the appropriate folder for your automation.

• Click on the ‘Create’ button to open the workflow.
• You will see two windows: the trigger window and the action window.
• Triggers specify when to start the automation, while actions define what happens next.

In the trigger window, you will connect your Tag Mango account to Pabbly Connect. This connection will allow the automation to receive new lead details whenever they are generated on your Tag Mango landing page.

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3. Setting Up the Trigger for Tag Mango

To set up the trigger, search for Tag Mango in the trigger app options. Select it and choose the trigger event as ‘New Lead Capture’. Click ‘Connect’ to establish the connection.

You will need to enter your Tag Mango API key, which you can find in your Tag Mango account under ‘Integrations’. After entering the API key, click on ‘Save’ to connect Tag Mango with Pabbly Connect.

• Select the landing page from which you want to capture leads.
• Click on ‘Save and Send Test Request’ to ensure the connection is working.

Once the connection is established, Pabbly Connect will wait for a new lead response from Tag Mango, completing the first step of your automation setup.

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4. Adding Leads to HubSpot CRM

Now that you have set up the trigger, it’s time to add leads to HubSpot CRM. In the action step of your workflow, search for HubSpot CRM and select it. Choose the action event as ‘Create Contact’ and click on ‘Connect’.

Next, you will connect your HubSpot account to Pabbly Connect. Once connected, you will need to map the details of the lead captured from Tag Mango to the fields required in HubSpot CRM.

Map fields like name, email, and company from the Tag Mango response. You can ignore non-mandatory fields if they are not received from Tag Mango.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the lead is added to HubSpot CRM successfully. This step ensures that every new lead from Tag Mango is automatically added to your HubSpot CRM as a contact.

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5. Testing the Integration

With the workflow set up, it’s essential to test the integration. To do this, go back to your Tag Mango page, fill out the lead capture form, and submit it. This action should trigger the automation in Pabbly Connect.

Check your HubSpot CRM to confirm that the new lead appears as a contact. This test will validate that the integration between Tag Mango and HubSpot CRM is working flawlessly through Pabbly Connect.

Repeat the process for multiple leads to ensure consistency. Ensure all mapped fields are correctly populated in HubSpot.

Upon successful verification, you can confidently use this automation to streamline your lead management process.

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Conclusion

In this tutorial, we explored how to integrate Tag Mango leads into HubSpot CRM using Pabbly Connect. By automating this process, you can efficiently manage your leads and enhance your workflow. This integration allows for seamless lead capture and contact creation, ensuring you never miss an opportunity to engage with potential clients.

Learn how to automate Zoom registrations from Cognito Forms using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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. Setting Up Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by creating a free account. This platform allows you to automate tasks between applications effortlessly.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Cognito Form to Zoom,’ and select the appropriate folder for organization. Click ‘Create’ to proceed.

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2. Configuring the Trigger with Cognito Forms

In this step, we will set up the trigger for our workflow using Pabbly Connect. Start by selecting the app ‘Cognito Forms’ from the trigger options.

Choose the trigger event ‘New Entry’ from the dropdown menu. This will allow Pabbly Connect to capture new form submissions automatically. You will receive a webhook URL that needs to be added to your Cognito Forms settings.

• Copy the provided webhook URL.
• Go to Cognito Forms and open your form settings.
• Enable ‘Post JSON data to a website’ and paste the webhook URL.

After saving these settings, Pabbly Connect will be ready to listen for new submissions from your Cognito Forms.

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3. Testing the Integration with a Sample Submission

Now that we have configured the trigger, it’s time to test the integration. Make a test submission in your Cognito Form to ensure that Pabbly Connect receives the data correctly.

Open your form in a new tab and fill in the required details, such as name, email, phone number, and city. After submission, return to Pabbly Connect to check if the response has been captured successfully.

• Verify that the captured details match your test submission.
• Ensure that all fields, such as name and email, are correctly displayed.

Once you confirm the data is received, you can proceed to the next step of adding registrants to Zoom.

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4. Adding Registrants to Zoom via Pabbly Connect

Next, we will configure the action step to add a registrant to your Zoom meeting using Pabbly Connect. In the action step, search for ‘Zoom’ and select it as your action app.

Choose the action event ‘Add Meeting Registrant’ from the dropdown. Click on ‘Connect’ and set up a new connection to your Zoom account. Pabbly Connect will automatically detect your logged-in Zoom account.

Select the appropriate meeting from the dropdown list. Map the fields from the trigger step to the Zoom action fields. Complete the mapping for email, first name, last name, and phone number.

Once all fields are mapped, click on ‘Save and Send Test Request’ to add the registrant to your Zoom meeting. Check your Zoom account to confirm the registration.

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5. Final Testing of the Automation Workflow

To ensure everything is working as intended, conduct a final test of your workflow using Pabbly Connect. Submit another entry through your Cognito Form.

After submitting, verify that the new registrant appears in your Zoom meeting registration list. This confirms that the automation is functioning correctly and that new form submissions are being processed seamlessly.

In this way, you can efficiently automate the process of adding registrants to Zoom meetings using Cognito Forms and Pabbly Connect. Remember, you can replicate this automation for various other applications too!

Conclusion

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

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In conclusion, this guide illustrates how to integrate Cognito Forms with Zoom using Pabbly Connect. By following these steps, you can automate the registration process effectively, enhancing your workflow and saving time.

Learn how to automate task creation in Asana for Google Ads leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. You will need to sign in or create a new account if you are a first-time user. Signing up grants you access to 100 free tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between various applications, including Google Ads and Asana. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects Google Ads to Asana using Pabbly Connect. Name your workflow something descriptive, like ‘Create Asana Task for Google Ads Leads’. Select the folder where you want to save this workflow.

• Name your workflow appropriately.
• Select the folder for organization.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be Google Ads, and the action will be Asana. This setup allows Pabbly Connect to start the automation process whenever a new lead is received from Google Ads.

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3. Setting Up Google Ads as the Trigger

To set Google Ads as the trigger in Pabbly Connect, select Google Ads and choose the event ‘New Lead Form Entry’. This event will initiate the workflow whenever a new lead is submitted through your Google Ads form.

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL and go to your Google Ads account. In the lead form settings, paste the webhook URL into the lead delivery section and click on ‘Send Test Data’ to ensure the connection is successful.

• Select Google Ads as the trigger application.
• Choose ‘New Lead Form Entry’ as the event.
• Paste the webhook URL in Google Ads settings.

Once the test data is sent successfully, return to Pabbly Connect to verify that you have received the test response. This confirmation indicates that your Google Ads and Pabbly Connect integration is functioning correctly.

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4. Creating an Asana Task as the Action

Now that the trigger is set up, it’s time to define the action in Pabbly Connect. Select Asana as the action application and choose the event ‘Create Task’. You will need to connect your Asana account to Pabbly Connect if you haven’t done so already.

After connecting, fill in the required fields such as workspace and project ID. Use the mapping feature to dynamically pull in data from the Google Ads response, specifically the lead’s first and last name for the task name. Additionally, add notes like ‘Please follow up with this lead’ to provide context for the task.

Select Asana and the ‘Create Task’ action. Connect your Asana account. Map the lead’s details from Google Ads to Asana.

Finalize this step by clicking on ‘Save and Send Test Request’. If successful, check your Asana account to see if the task has been created with the correct details. This integration allows you to efficiently manage leads directly from your Google Ads campaigns.

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5. Finalizing the Integration Process

To conclude the integration process using Pabbly Connect, ensure all configurations are correct. You should have successfully connected Google Ads as a trigger and Asana as an action. Every time a new lead is captured through Google Ads, a corresponding task is automatically created in Asana.

Review the task details in Asana to confirm that the lead information is accurately reflected. This seamless integration not only saves time but also enhances your lead management process. You can now focus on following up with leads without manual entry.

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By following these steps, you have effectively automated the task creation process between Google Ads and Asana using Pabbly Connect. This integration showcases the power of automation in managing your business workflows efficiently.

Conclusion

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

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In this tutorial, we explored how to integrate Google Ads and Asana using Pabbly Connect. This automation allows for efficient task management and ensures that no lead goes unnoticed. Start using Pabbly Connect today to enhance your business operations!

Learn how to integrate Facebook Lead Ads with Asana using Pabbly Connect for efficient lead management. Follow our step-by-step tutorial for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Asana, first, access Pabbly Connect. Open your browser and search for Pabbly Connect. You will see options to sign in or sign up. If you’re a new user, click on ‘Sign Up for Free’ to create an account.

For existing users, click on ‘Sign In’ to access your dashboard. Once logged in, navigate to the Pabbly Connect app by clicking on ‘Access Now’. This is where you will create the automation workflow between Facebook Lead Ads and Asana.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name it something descriptive like ‘Facebook Lead Ads to Asana’. using Pabbly Connect

• Choose a folder such as ‘Automations’
• Enter the workflow name

After naming your workflow, click on ‘Create’. This will take you to the workflow window where you can set up triggers and actions. Here, you will select Facebook Lead Ads as your trigger application.

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3. Setting Up the Trigger with Facebook Lead Ads

For the trigger, select ‘Facebook Lead Ads’ from the application list. You will then need to choose the trigger event, which is ‘New Lead Instant’. This means that the workflow will start as soon as a new lead is generated. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection with your Facebook account. If you haven’t connected before, select ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Facebook account.

• Select your Facebook page
• Choose the lead gen form you want to use

After setting up the trigger, click ‘Save & Send Test Request’ to ensure Pabbly Connect captures the lead details correctly.

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4. Setting Up the Action with Asana

Next, you will set up the action application, which is Asana. Search for Asana in the application list and select it. For the action event, choose ‘Create Task’. This action will create a new task in Asana whenever a new lead is captured. using Pabbly Connect

Click ‘Connect’ to link your Asana account with Pabbly Connect. Once connected, you will need to specify the workspace and project where the task should be created. Select the appropriate project, such as ‘Lead Management’.

Map the task name using lead details Add any additional notes or details about the lead

After you have filled in the necessary details, click ‘Save & Send Request’ to create the task in Asana. You should see a confirmation message indicating that the task was successfully created.

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5. Testing the Workflow

To ensure everything is set up correctly, perform a test by generating a lead through your Facebook Lead Ads. Use the Meta for Developers tool to simulate a lead submission. Fill in the required details and submit the form. using Pabbly Connect

After submission, return to Pabbly Connect to check if the lead details were captured successfully. You should see the test lead information displayed in your workflow.

Verify that a new task appears in Asana Check that all lead details are included in the task

Once confirmed, your integration is complete! You can now manage leads efficiently using Pabbly Connect to automate task creation in Asana.

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Conclusion

This tutorial outlined how to integrate Facebook Lead Ads with Asana using Pabbly Connect. By automating task creation, you can enhance your lead management process and ensure timely follow-ups for better conversion rates. Utilize Pabbly Connect to streamline your workflow effectively!

Learn how to send automated WhatsApp messages to Facebook Lead Ads leads using Pabbly Connect in this step-by-step tutorial. 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. Introduction to Pabbly Connect for WhatsApp Automation

In this tutorial, we will learn how to use Pabbly Connect to send automated WhatsApp messages to leads generated via Facebook Lead Ads. This integration allows for instant communication with potential customers, enhancing engagement and response rates.

The process involves setting up a trigger in Pabbly Connect that activates whenever a new lead is captured from Facebook. This automation streamlines your marketing efforts by ensuring timely follow-ups with leads through WhatsApp.

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2. Setting Up the Trigger in Pabbly Connect

To begin, log into your Pabbly Connect account and create a new workflow. The first step is to set up the trigger application. Select ‘Facebook Lead Ads’ as your trigger application and choose the event as ‘New Lead Instant’. This ensures that every time a new lead is generated, the workflow will initiate.

• Select ‘Facebook Lead Ads’ from the trigger application list.
• Choose the event ‘New Lead Instant’.

After selecting the trigger application, click on the ‘Connect’ button. You will be prompted to authorize Pabbly Connect to access your Facebook account. Follow the on-screen instructions to complete the authorization process.

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3. Configuring the Action Step for WhatsApp

Once the trigger is set up, the next step is to configure the action application. In this case, select ‘WhatsApp by AiSensy’ as your action application and choose ‘Send Template Message’ as the action event. This setup allows you to send predefined messages to your leads via WhatsApp.

Click on the ‘Connect’ button to establish a connection with WhatsApp. You will need to enter your API key from your AiSensy account to complete this connection. Here are the steps to find your API key:

• Log into your AiSensy account.
• Navigate to the ‘Manage’ section.
• Click on the ‘API Key’ button to copy your key.

Paste the API key into Pabbly Connect and save the connection. This step is crucial for enabling WhatsApp messaging through Pabbly Connect.

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4. Mapping Data for Dynamic Messaging

After connecting to WhatsApp, you will need to map the data from the Facebook lead to the WhatsApp message. First, enter the campaign name that you created in AiSensy. This ensures that the correct template message is sent to your leads.

Next, map the phone number and the name of the lead from the previous step in Pabbly Connect. This mapping allows the message to be personalized for each lead. Here’s how to do it:

Select the mobile number field from the Facebook lead data. Map the lead’s name to personalize the message.

By mapping these fields, every new lead will receive a WhatsApp message tailored to them, enhancing the interaction and response rate.

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5. Testing Your Integration in Pabbly Connect

Once you have completed the mapping, it’s time to test your integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will trigger the WhatsApp message to be sent to the test lead you created earlier.

Check your WhatsApp to confirm that the message has been received. If successful, you should see a message that says, ‘Hello [Lead Name]’. This confirms that your integration between Facebook Lead Ads and WhatsApp via Pabbly Connect is working flawlessly.

In summary, by following these steps, you can effectively automate your responses to new leads from Facebook Lead Ads using Pabbly Connect. This setup not only saves time but also increases engagement with your leads.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to Facebook Lead Ads leads. This integration allows for efficient communication with leads, ensuring timely follow-ups and improved engagement.

Learn how to integrate Google Forms with ActiveCampaign through Pabbly Connect. This tutorial provides a detailed step-by-step guide to automate your contact management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

The first step in integrating Google Forms with ActiveCampaign is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in or creating a new account.

Once logged in, you will see the dashboard where you can create new workflows. This platform is designed to facilitate automation without needing any coding skills, making it user-friendly for all levels of expertise.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Create ActiveCampaign Contact on Google Form Submission’ and select a folder for organization.

• Name your workflow appropriately.
• Select a folder to keep your workflows organized.

After naming and selecting the folder, click on the ‘Create’ button. This will open a new screen where you can set up triggers and actions for your workflow.

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3. Setting Triggers in Pabbly Connect

In this step, you will define the trigger for your workflow, which is Google Forms in this case. Select Google Forms as your trigger application and choose the event as ‘New Response Received’.

Next, you will need to copy the webhook URL provided by Pabbly Connect. This URL acts as a bridge to capture responses from Google Forms. Paste this URL into your Google Forms settings to establish the connection.

• Select Google Forms as your trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL and paste it into Google Forms settings.

After setting this up, you will be ready to capture responses automatically whenever a form submission occurs.

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4. Linking Google Sheets to Pabbly Connect

To ensure that responses from Google Forms are recorded, link your form to a Google Sheet. This can be done by going to the responses section of your Google Form and selecting the option to create or link to a Google Sheet.

Once linked, you will need to install the Pabbly Connect Webhook add-on in Google Sheets. This add-on will allow you to send data from Google Sheets back to Pabbly Connect for further processing.

Link your Google Form to a Google Sheet. Install the Pabbly Connect Webhook add-on from the Google Workspace Marketplace.

After installing the add-on, set up the initial configuration by entering the webhook URL and defining the trigger column. This setup allows the Google Sheet to send new responses to Pabbly Connect automatically.

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5. Setting Up ActiveCampaign in Pabbly Connect

Now, it’s time to set up ActiveCampaign as the action application in your workflow. Select ActiveCampaign and choose the action event as ‘Create or Update a Contact’. using Pabbly Connect

You will need to connect your ActiveCampaign account by entering the API key and URL. This information can be found in your ActiveCampaign account settings under the ‘Developers’ section.

Select ActiveCampaign as the action application. Enter your ActiveCampaign API key and URL. Map the fields from Google Forms to ActiveCampaign fields.

Once you have mapped the fields and tested the connection, your workflow will be set to automatically add contacts to ActiveCampaign whenever a new form is submitted.

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Conclusion

In this tutorial, we explored how to integrate Google Forms with ActiveCampaign using Pabbly Connect. This integration automates the process of adding contacts based on form submissions, streamlining your lead management and communication efforts.

By following the detailed steps outlined, you can easily set up this automation for your business needs, ensuring that no inquiries go unnoticed. Start using Pabbly Connect today to enhance your workflow efficiency!

Learn how to create Google Slides from Google Sheets and send them via WhatsApp using Pabbly Connect. This step-by-step tutorial covers everything you need to automate your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating the process of creating Google Slides from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a new account if you are a first-time user.

Once logged in, you will be directed to the dashboard. Here, you can view your existing workflows or create a new one. Click on the ‘Create Workflow’ button to start setting up your automation.

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2. Setting Up Google Sheets as the Trigger in Pabbly Connect

The next step involves setting Google Sheets as the trigger application in your workflow using Pabbly Connect. This setup will allow the automation to start when a new row is added to your Google Sheets.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Sheets, navigate to the Extensions menu, and install the Pabbly Connect Webhooks add-on. Paste the webhook URL in the initial setup and set the trigger column to the last column of your data.

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3. Creating Certificates with Google Slides

With the trigger set, the next step is to create certificates using Google Slides through Pabbly Connect. This requires selecting Google Slides as your action application to generate the certificates automatically.

Choose the action event as ‘Create Presentation from Template’. In this step, you will need to connect your Google account to allow Pabbly Connect to access your Google Slides. Once connected, select the template you created for the certificates.

• Map the student’s name and course name in the presentation title.
• Specify the location in Google Drive where the presentation should be saved.

After completing these steps, test the action to ensure that the presentation is created successfully. This automation allows you to generate personalized certificates for each student automatically.

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4. Sending Certificates via WhatsApp Using Pabbly Connect

Now that your certificates are created, the next step is to send them via WhatsApp. For this, you will use the WhatsApp integration in Pabbly Connect to automate the messaging process.

Select WhatsApp as the action application and choose the option to send a template message. Connect your WhatsApp account to Pabbly Connect, and enter the necessary details such as the campaign name and student’s mobile number.

Map the student’s name and course name in the message template. Insert the PDF link of the generated certificate.

Once you have configured these settings, test the action to confirm that the message is sent successfully. This will allow students to receive their certificates directly via WhatsApp.

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5. Conclusion: Automating Your Workflow with Pabbly Connect

Using Pabbly Connect, you can effectively automate the process of creating Google Slides from Google Sheets and sending them via WhatsApp. This integration not only saves time but also ensures personalized communication with students.

By following the steps outlined in this tutorial, you can streamline your workflow and enhance your online course management. Automating these tasks allows you to focus on delivering quality education while ensuring your students receive their certificates promptly.

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