Author: Rajpal Tomar

Learn how to automate subscription cancellations using Pabbly Connect and Google Sheets. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Automation

To automate subscription cancellations, start by accessing Pabbly Connect. This platform enables you to link Pabbly Subscription Billing with Google Sheets seamlessly. First, log into your Pabbly Connect account or sign up for a free account if you don’t have one.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Pabbly Subscription Billing to Google Sheets’. Select the appropriate folder in your Pabbly Connect account and click ‘Create’. This initiates your automation setup.

---

2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to capture subscription cancellations. Under the trigger window, select Pabbly Subscription Billing as the app. Choose the trigger event as ‘Subscription Cancelled’.

• Select ‘Subscription Cancelled’ from the dropdown menu.
• Copy the provided webhook URL.
• Navigate to your Pabbly Subscription Billing account.
• Go to Settings > Webhooks and add a new webhook.

Paste the copied webhook URL into the webhook settings and name it appropriately. Save the changes to ensure that Pabbly Connect can receive cancellation data from your Pabbly Subscription Billing account.

---

3. Testing the Trigger in Pabbly Connect

After setting up the webhook, it’s crucial to test if it captures cancellation events correctly. In your Pabbly Subscription Billing account, cancel a subscription. This action will trigger Pabbly Connect to receive data about the cancellation.

Once you cancel a subscription, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will allow you to see if the cancellation details have been captured accurately. You should see various details including subscription ID, customer information, and cancellation reason.

---

4. Adding Canceled Subscription Details to Google Sheets

Now that the trigger is set and tested, the next step is to configure the action to add the cancellation details to Google Sheets. In the action window of Pabbly Connect, select Google Sheets as the application.

• Choose the action event as ‘Add New Row’.
• Connect your Google Sheets account by signing in.
• Select the spreadsheet and sheet where you want to record the data.

Map the fields from the captured response to the corresponding columns in your Google Sheets. Ensure that all necessary details such as customer ID, subscription ID, and cancellation reason are included.

---

5. Finalizing the Automation Workflow

After mapping the fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send a test entry to your Google Sheets to confirm that everything is working correctly. Check your Google Sheets to verify that the cancellation details have been added as a new row.

Once confirmed, you can finalize your workflow. Test the automation multiple times by canceling different subscriptions to ensure reliability. With this setup, every time a subscription is canceled in Pabbly Subscription Billing, the details will automatically be recorded in your Google Sheets.

Conclusion

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

---

This tutorial demonstrates how to effectively use Pabbly Connect to automate the process of logging canceled subscriptions into Google Sheets. By following these steps, you can streamline your subscription management process and ensure accurate record-keeping.

Learn how to integrate API, The Happening, and other applications using Pabbly Connect in this detailed tutorial. Streamline your workflows effortlessly! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for API Integration

To begin with, you need to access Pabbly Connect to set up your integration. This platform enables you to connect various applications seamlessly. Start by logging into your Pabbly Connect account and navigate to the dashboard to create a new workflow.

Once you are on the dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. Enter a name for your workflow that reflects the integration you are setting up, such as ‘API Integration with The Happening’. After naming your workflow, you will be prompted to select a trigger application.

---

2. Selecting Trigger and Action Applications in Pabbly Connect

In this section, you will set up the trigger and action applications using Pabbly Connect. The trigger application will be ‘Continually’, as it captures responses from your chatbots. Select ‘Continually’ from the list of applications and choose the event as ‘External API Request’.

• Select ‘Continually’ as the trigger application.
• Choose the trigger event: ‘External API Request’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to insert this URL into the ‘Continually’ bot settings. This setup allows Pabbly Connect to receive data whenever a user interacts with your chatbot.

---

3. Configuring Continually with Pabbly Connect

Now, you will configure the ‘Continually’ application to send data to Pabbly Connect. Log into your ‘Continually’ account and navigate to the bot you want to connect. In the bot settings, find the option for ‘Custom External API’ and paste the webhook URL you copied earlier.

Make sure to set the request method to ‘POST’ and enable the option to add parameters. You will need to input the parameters such as lead name, email, and phone number. This allows the data to be sent to Pabbly Connect whenever a user submits their details through the chatbot.

• Paste the webhook URL in the URL field.
• Set the method to POST.
• Enable ‘Add Parameters’ and fill in the necessary fields.

Once you’ve configured the settings, click on the ‘Send Request’ button to test the connection. If successful, you will see a confirmation in Pabbly Connect that the data has been received.

---

4. Testing the Integration Between Continually and Pabbly Connect

After configuring everything, it’s time to test your integration using Pabbly Connect. Go back to the Pabbly Connect dashboard and click on the ‘Recapture Webhook Response’ button. This will allow you to see if the data is being captured correctly from your chatbot.

Now, open your website where the chatbot is embedded and submit a test response through the chatbot. Enter the lead’s name, email, and phone number as prompted. Once submitted, return to Pabbly Connect to verify that the response has been captured successfully.

If everything is set up correctly, you should see the details of the lead displayed in Pabbly Connect. This confirms that the integration is working as intended, allowing you to automate your lead capturing process efficiently.

---

5. Automating Further Actions with Pabbly Connect

Now that you have successfully integrated ‘Continually’ with Pabbly Connect, you can automate further actions based on the captured data. For instance, you can create a record of the lead in Google Sheets or send a WhatsApp message to the lead.

To add an action, select the desired application such as Google Sheets or WhatsApp from the action step menu in Pabbly Connect. Configure the action to take place whenever a new lead is captured. This allows you to streamline your processes and enhance your customer engagement.

Select Google Sheets or WhatsApp as the action application. Set up the action to create a new record or send a message. Test the action to ensure it works as expected.

With these steps, your integration is now complete, and you can enjoy automated workflows using Pabbly Connect, making your lead management process much more efficient.

---

Conclusion

In this tutorial, we explored how to integrate API, The Happening, and other applications using Pabbly Connect. By following the steps outlined, you can streamline your workflows and enhance customer engagement effortlessly.

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect for efficient lead management and improved customer service. 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

---

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, you first need to access Pabbly Connect. Open your web browser and search for Pabbly Connect. You will find options to sign in or sign up for free. If you are a new user, you can sign up and enjoy 100 tasks free every month.

As an existing user, click on the ‘Sign In’ button. Once you log in, you will see a dashboard displaying all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin the integration process. This sets the stage for connecting IndiaMART and Salesforce seamlessly.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name your workflow something descriptive, like ‘Integrating IndiaMART Leads with Salesforce,’ and select a folder where you want to save this workflow.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up your trigger and action.
• Select ‘IndiaMART’ as your trigger application.

By selecting IndiaMART, you are indicating that a new lead from this platform will trigger further actions in Salesforce through Pabbly Connect. This workflow will automate the lead management process effectively.

---

3. Setting Up Trigger for IndiaMART

Now, you need to define the trigger event in your Pabbly Connect workflow. Choose ‘New Lead’ as the trigger event. This means that every time a new lead is generated in your IndiaMART account, the workflow will initiate.

Once selected, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to connect your IndiaMART account. Log in to your IndiaMART account, navigate to the lead manager, and select the option for ‘Push API’ under ‘Import/Export’.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL you copied earlier.

After saving these details, you will need to generate an OTP for verification. This step ensures that your IndiaMART account is securely connected to Pabbly Connect, enabling smooth data transfer.

---

4. Testing the Integration with a Dummy Lead

With your webhook set up, it’s time to test the integration. Create a dummy lead in your IndiaMART account to see if the details are captured by Pabbly Connect. For this, contact a supplier and enter a message indicating your interest in placing an order.

After submitting this inquiry, go back to your Pabbly Connect dashboard and check if the lead details have been captured. You should see the lead information reflecting the inquiry you just submitted. This confirms that the connection is working correctly.

Ensure all lead details are visible in the response. Capture the lead information for the next step in Salesforce.

Testing this integration is crucial to ensure that every new lead from IndiaMART is automatically transferred to your Salesforce account via Pabbly Connect.

---

5. Adding the Lead to Salesforce

Now that you have tested the integration, it’s time to set up the action in Pabbly Connect. Select Salesforce as your action application. Choose ‘Create Lead’ as the action event. This step will allow you to automatically add the captured lead information to your Salesforce account.

You will be prompted to connect your Salesforce account if it’s not already linked. Click on ‘Connect with Salesforce’ and grant the necessary permissions. After successfully connecting, you will see fields to fill in for the lead details.

Map the lead information from the previous step to the Salesforce fields. Ensure to include first name, last name, email, and company name. Click on ‘Save and Send Test Request’ to finalize the process.

After saving, check your Salesforce account to confirm that the new lead has been successfully added. This integration between IndiaMART and Salesforce through Pabbly Connect streamlines your lead management process, allowing your sales team to act swiftly on new inquiries.

---

Conclusion

This tutorial demonstrated how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, you can enhance lead management and improve customer response times, ensuring no opportunity is missed.

Learn how to use Pabbly Connect to integrate Simply and Legion effectively. This detailed tutorial covers every step for seamless automation. 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

---

Accessing Pabbly Connect for Integration

To begin, accessing Pabbly Connect is essential for integrating Simply and Legion. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once on the homepage, you will find options to sign in or sign up for free.

If you are an existing user, click on the ‘Sign In’ button at the top right corner. New users can click ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly. After logging in, navigate to the Pabbly Connect dashboard.

---

Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you need to create a new workflow for your integration. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, let’s name it ‘Integration of Simply and Legion’.

Next, select the folder where you want to save this workflow. Once done, click on the ‘Create’ button. This action sets up two boxes: one for the trigger application and another for the action application. Here, Instagram Lead Ads will be your trigger application.

• Click on the trigger box and select Instagram Lead Ads.
• Choose the trigger event as ‘New Lead’.
• Click on the ‘Connect’ button to establish the connection.

After selecting the trigger, you will need to authenticate your Instagram account. This process ensures that Pabbly Connect can access your leads effectively.

---

Configuring Instagram Lead Ads in Pabbly Connect

Once the connection is established, you will need to configure your Instagram Lead Ads settings in Pabbly Connect. Select the Facebook Page linked to your Instagram account and the specific lead form you want to use. This step is crucial as it determines which leads will trigger the workflow.

To do this, you can view your Facebook account to find the page and lead form. After selecting these, click on the ‘Save and Send Test Request’ button to test the connection. This action allows Pabbly Connect to capture the lead data.

• Ensure you have the correct page selected.
• Select the lead form from the dropdown menu.
• Submit a test lead to verify the connection.

After submitting a test lead, check back in Pabbly Connect to confirm that the lead information has been received correctly.

---

Adding Contact to Simply from Legion

The next step in the workflow is to add the captured lead information to Simply. For this, you will select Simply as your action application in Pabbly Connect. Choose the action event as ‘Add or Update Contact’.

Click on the ‘Connect’ button to set up the connection. You will need to enter your Simply API key to authenticate this connection. After entering the API key, click on the ‘Save’ button to finalize the connection.

Select the list in Simply where you want to add the contact. Map the lead data fields from Instagram to Simply. Click ‘Save and Send Test Request’ to create the contact.

After successfully adding the contact, you can check your Simply account to confirm that the new lead has been added.

---

Testing and Verifying the Integration

To ensure everything is working smoothly, perform a test submission through your Instagram Lead Ads. This step will allow you to verify that leads are being captured and added to Simply correctly via Pabbly Connect.

Return to the lead ads testing tool, refresh the page, and submit a new lead form. After submitting, check your Simply account again to see if the new lead has been added. This process confirms that your integration is functioning as intended.

After completing these steps, you will have successfully integrated Simply and Legion using Pabbly Connect. This integration allows for seamless automation of your lead management process.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Simply and Legion effectively. By following these steps, you can automate the process of adding new leads from Instagram Lead Ads to your Simply account, enhancing your lead management efficiency.

Learn how to automate failed payment details from Instamojo to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To automate failed payment details from Instamojo to Google Sheets, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

Once there, sign in to your account. If you are new, you can sign up for free, which gives you access to 100 tasks monthly. After logging in, you will see the dashboard where you can create new workflows.

---

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive name like ‘Failed Payment Details to Google Sheets’.

• Select a folder for the workflow.
• Click on ‘Create’ to initiate the workflow setup.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. This setup allows you to specify the events that will trigger the automation.

---

3. Setting Up the Trigger with Instamojo

Now, you need to set up the trigger for your workflow using Pabbly Connect. Select Instamojo V2 as the trigger application and choose ‘Failed Payment’ as the trigger event. This means your workflow will activate whenever a payment fails in Instamojo.

To connect Instamojo with Pabbly Connect, a webhook URL is provided. Copy this URL and head to your Instamojo account. Navigate to the product settings, find the webhook section, and paste the copied URL there.

---

4. Testing the Trigger to Confirm Integration

After setting up the webhook in Instamojo, you need to test the integration. Perform a test payment with invalid details to simulate a payment failure. This will trigger the webhook and send data to Pabbly Connect.

Once the payment fails, return to Pabbly Connect to check if the response has been received. You should see the payment details, confirming that the integration is functioning correctly.

---

5. Adding Google Sheets as the Action Application

Next, configure Google Sheets as the action application in your workflow. Select ‘Add New Row’ as the action event. This allows you to add the failed payment details into a Google Sheets document.

• Connect your Google Sheets account to Pabbly Connect.
• Select the specific spreadsheet where you want to log the payment details.

Map the fields from the Instamojo response to the corresponding columns in your Google Sheets. This ensures that every time a payment fails, the details are automatically recorded in the correct format.

---

Conclusion

In this tutorial, we demonstrated how to automate the process of logging failed payment details from Instamojo to Google Sheets using Pabbly Connect. This seamless integration enhances your workflow efficiency, ensuring you never miss important payment information.

Learn how to automate subscriber creation in Kit using Pabbly Connect and P Form Builder. Step-by-step tutorial with detailed instructions. 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

---

Accessing Pabbly Connect for Integration

To start integrating P Form Builder with Kit, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website where you can log in to your existing account or sign up as a new user. If you’re a new user, you can enjoy 100 free tasks every month.

Once logged in, you will see the dashboard displaying all Pabbly applications. Here, you will select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the Pabbly Connect dashboard where you can create workflows to automate your tasks.

---

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. 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 and select a folder for organization purposes.

For this integration, name your workflow ‘Create Kit Subscriber on P Form Builder Submission’ and select the appropriate folder where you want to save it. After entering the details, click on the ‘Create’ button. You will now see two sections: Trigger and Action, which are crucial for setting up your automation.

---

Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application using Pabbly Connect. Select ‘P Form Builder’ as your trigger application and choose the event as ‘New Form Submission’. This event will trigger the workflow whenever a new submission is made through your form.

Once you select the trigger, Pabbly Connect will generate a unique webhook URL. Copy this URL as it will be used to connect P Form Builder with Pabbly Connect. Next, go to your P Form Builder account and navigate to the integration settings to create a new webhook.

• Open your P Form Builder account.
• Navigate to the integration section.
• Create a new webhook and paste the copied URL.

After saving the webhook, return to your Pabbly Connect workflow and test the connection by submitting a test form. This will ensure that the trigger is set up correctly and Pabbly Connect captures the submission data.

---

Adding an Action Step in Pabbly Connect

With the trigger successfully set, the next step is to add an action in Pabbly Connect. For the action application, select ‘Kit’ and choose the event as ‘Add Subscriber’. This action will automatically add new subscribers to your Kit account whenever a form is submitted.

You will be prompted to connect your Kit account by entering the API key and secret. To find these details, log into your Kit account, go to settings, and then navigate to the developer section to copy the API key and secret. Paste these into the respective fields in Pabbly Connect.

• Log into your Kit account.
• Navigate to settings and then to the developer section.
• Copy the API key and secret and paste them into Pabbly Connect.

After connecting Kit, map the subscriber fields such as first name, last name, email, and mobile number using the data captured from the form submission. This mapping ensures that the correct information is sent to Kit every time a new member signs up.

---

Testing the Integration in Pabbly Connect

Now that you have set up the action step, it’s time to test the entire integration process using Pabbly Connect. Submit a test entry in your P Form Builder form again, ensuring all required fields are filled out. This will initiate the workflow you created.

After submitting the form, check your Kit account to see if the new subscriber has been added successfully. Refresh the subscriber list in Kit, and you should see the new entry reflecting the details you submitted. This confirms that Pabbly Connect has successfully automated the process of adding subscribers.

Repeat this test with different entries to ensure that the integration is functioning correctly every time a form is submitted. This automation saves time and reduces errors in manually adding new subscribers, showcasing the efficiency of using Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to integrate P Form Builder with Kit using Pabbly Connect. By automating subscriber creation, you can streamline your workflow and enhance communication with new members. This process not only saves time but also ensures accuracy in your subscriber management.

Learn how to enroll Rigi users through Tally Forms submissions using Pabbly Connect. This step-by-step tutorial covers the integration process in detail. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To enroll Rigi users on Tally Forms submission, the first step is to access Pabbly Connect. This platform provides the integration capabilities needed for seamless automation. You can start by visiting the Pabbly Connect website.

If you don’t have an account, simply sign up for free. Once signed in, you will find options to create workflows that connect Tally Forms and Rigi. This connection is essential for automating the user enrollment process.

---

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow; for this integration, name it something descriptive like ‘Enroll Rigi User on Tally Forms Submission’.

• Click on the ‘Create’ button to proceed.
• You’ll see two main sections: Trigger and Action.
• Set up your Trigger first, which will be Tally Forms.

After setting up the trigger, you will be ready to define the action that follows, which will be to enroll users in Rigi. This structured approach ensures a smooth workflow.

---

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, search for Tally Forms in the trigger application section. Select it and then choose the trigger event as ‘New Response’. This means that every time a new form is submitted, it will trigger the workflow.

Next, you need to connect Tally Forms with Pabbly Connect using the provided webhook URL. Copy the webhook URL and head over to your Tally Forms account. In Tally Forms, navigate to the Integrations section to paste the webhook URL. This connection allows Tally Forms to communicate with Pabbly Connect, sending form submission data.

---

4. Setting Up the Action to Enroll Users in Rigi

Now that the trigger is set, it’s time to define the action in Pabbly Connect. Search for Rigi in the action application section and select it. The action event you want is ‘Import User’. This action will take the information gathered from the Tally Forms submission and enroll the user in Rigi.

• You will need to connect Rigi with Pabbly Connect by providing a token from your Rigi account.
• To get this token, log into your Rigi account and navigate to the Integrations section.
• Copy the token and paste it back into Pabbly Connect to establish the connection.

Once connected, you can map the fields from Tally Forms to Rigi, ensuring that user details are accurately transferred. This mapping is crucial for successful enrollment.

---

5. Testing the Integration Setup

After setting up the trigger and action in Pabbly Connect, it’s time to test the integration. Go back to your Tally Forms account and create a new form submission. Fill in the required user details such as first name, last name, email, and mobile number.

Once you submit the form, return to Pabbly Connect to check if the response from Tally Forms has been received. If everything is set up correctly, you will see the user details appear in Pabbly Connect, confirming that the integration works as intended.

Finally, log into your Rigi account to verify that the new user has been enrolled successfully. This testing phase is critical to ensure that your automation is functioning correctly, allowing you to manage user enrollments efficiently.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to enroll Rigi users through Tally Forms submissions. By following the detailed steps, you can automate the user enrollment process, saving time and reducing errors in your workflow.

Learn how to integrate Facebook Lead Ads with Asana using Pabbly Connect to automate task creation for your leads. 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

---

Accessing Pabbly Connect for Integration

To begin integrating Facebook Lead Ads with Asana, first access Pabbly Connect. This platform allows you to automate workflows without coding. Simply visit the Pabbly Connect website and log in using your credentials.

If you are a new user, you can sign up for free and get started with 100 tasks each month. Once logged in, navigate to the dashboard where you can create new workflows. This is the first step in setting up your automation between Facebook Lead Ads and Asana.

---

Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Create Asana Task from Facebook Lead Ads’. Select the folder where you want to save this workflow.

Once the workflow is created, you will be directed to the workflow window. Here, you will set up the trigger and action. The trigger will be Facebook Lead Ads, which initiates the workflow when a new lead is generated. This setup is crucial as it allows Pabbly Connect to act as the central hub for your integrations.

---

Setting Up Facebook Lead Ads as Trigger in Pabbly Connect

In the workflow window, select Facebook Lead Ads as your trigger application. Then, choose the trigger event, which should be set to ‘New Lead Instant’. This event indicates that the workflow will start as soon as a new lead is captured from your Facebook Lead Ads.

Click on the ‘Connect’ button to establish a connection with your Facebook account. If you have not connected your Facebook Lead Ads account before, you will need to add a new connection. Follow the prompts to log in and authorize Pabbly Connect to access your Facebook account. Once connected, select the appropriate Facebook page and lead generation form to proceed.

• Choose your Facebook page from the list.
• Select the lead generation form you want to use.
• Click on ‘Save and Send Test Request’ to test the connection.

Once the test is successful, Pabbly Connect will capture the details of the lead, allowing you to proceed to the next step of the automation.

---

Creating a Task in Asana Using Pabbly Connect

Now that you have set up Facebook Lead Ads as the trigger, it’s time to set up the action. Select Asana as the action application and choose the action event as ‘Create Task’. This action will create a new task in your Asana account every time a new lead is generated from Facebook.

Click on ‘Connect’ to establish a connection with your Asana account. Similar to the previous step, if you haven’t connected Asana yet, you will need to add a new connection. Once authorized, select the workspace and project where you want the task to be created.

• Map the task name to include the lead’s first and last name.
• Add notes to the task, including all relevant lead details.
• Assign the task to a team member in Asana.

After completing these fields, click on ‘Save and Send Test Request’. This will create a task in Asana using the details from the Facebook lead, demonstrating the effectiveness of Pabbly Connect in automating your workflow.

---

Finalizing and Testing Your Workflow in Pabbly Connect

After successfully creating the task in Asana, you should test your workflow to ensure everything is functioning correctly. Go back to the Facebook Lead Ads testing tool and submit a test lead. This will trigger the workflow you set up in Pabbly Connect.

Once the test lead is submitted, check your Asana account to see if the new task has been created with the correct details. This final test confirms that your integration is working seamlessly, allowing your team to follow up on leads efficiently.

In summary, by using Pabbly Connect, you have successfully set up an automated workflow that connects Facebook Lead Ads with Asana. This integration not only saves time but also enhances your team’s productivity by ensuring that no lead is overlooked.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Facebook Lead Ads and Asana effectively. This integration automates task creation for new leads, streamlining your workflow and enhancing team efficiency.

Learn how to automate contact creation in GoHighLevel from Google Sheets using Pabbly Connect step-by-step. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To integrate Google Sheets with GoHighLevel, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for a free account to get started.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button in the top right corner. This will allow you to set up a new automation process that connects Google Sheets to GoHighLevel.

---

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow named ‘Create GoHighLevel Contacts from Google Sheets’. This name reflects the purpose of the automation. After naming your workflow, select a folder to save it in. using Pabbly Connect

• Click on the ‘Create’ button to finalize the workflow.
• You will see the Trigger and Action sections for setting up the automation.

In the Trigger section, select ‘Google Sheets’ as the application and choose the event ‘New or Updated Spreadsheet Row’. This setup captures new client details added to your Google Sheets automatically.

---

3. Connecting Google Sheets to Pabbly Connect

Now, you need to connect Google Sheets to Pabbly Connect. After selecting Google Sheets as the trigger application, copy the provided webhook URL. This URL is essential for linking your Google Sheets to Pabbly Connect.

Open your Google Sheets document, go to the Extensions menu, and select ‘Pabbly Connect Webhooks’. If you haven’t installed it yet, search for it in the Add-ons section and install it. Once installed, refresh your Google Sheets page to see the Pabbly Connect options.

• Click on ‘Initial Setup’ from the Pabbly Connect Webhooks menu.
• Paste the webhook URL and set the trigger column to the final data column (e.g., Column G).

After completing the setup, click on the submit button to confirm your configurations. This establishes a connection between your Google Sheets and Pabbly Connect.

---

4. Setting Up the Action to Create Contacts in GoHighLevel

With the trigger set up, the next step is to define the action. For the action application, select ‘Lead Connector V2’, which corresponds to GoHighLevel. Choose the action event ‘Create or Update a Contact’ to automate the contact creation process. using Pabbly Connect

Click on the connect button to establish a connection with GoHighLevel. A window will prompt you to select an existing connection or create a new one. After authorizing, you will need to map the required fields from Google Sheets to GoHighLevel.

Map fields like first name, last name, email, and phone number from the previous step. Ensure to set the source to ‘Google Sheets Entry’ for tracking purposes.

After mapping all required fields, click on the ‘Save and Send Test Request’ button. This action tests the integration and creates a new contact in your GoHighLevel account.

---

5. Verifying the Integration in GoHighLevel

To confirm that the integration works correctly, go back to your GoHighLevel account and refresh the contacts page. You should see the new contact created from the details entered in Google Sheets. This verification process ensures that the automation between Google Sheets and Pabbly Connect is functioning as intended.

If successful, you can repeat the process by adding more client details in Google Sheets. Each new entry should automatically create a corresponding contact in GoHighLevel without any manual input.

This automation saves time and reduces errors, allowing you to focus on building relationships with your clients instead of managing data entry.

---

Conclusion

Using Pabbly Connect, you can seamlessly integrate Google Sheets with GoHighLevel, automating contact creation with each new entry. This process enhances efficiency and minimizes errors in client management.

Learn how to integrate Indi M with Slack using Pabbly Connect for seamless lead notifications. Follow this detailed tutorial for easy automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start integrating Indi M with Slack, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding knowledge. Simply visit the Pabbly Connect landing page by searching for it in your browser.

Once there, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to get started with 100 free tasks per month. As an existing user, click on ‘Sign in’ to enter your account.

---

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ button in the top right corner. This will prompt you to name your workflow and choose a folder for saving it.

• Enter a workflow name like ‘Notify Team on Slack for Indi M Leads’.
• Select the appropriate folder, such as ‘Automations’.

Once you have entered the details, click on the ‘Create’ button. This action opens the workflow window where you will set up triggers and actions necessary for automation.

---

3. Setting Up the Trigger for Indi M Leads

In this step, you will configure the trigger application in Pabbly Connect. Since you want to notify your team when a new lead comes through Indi M, select Indi M as your trigger application.

Next, you will need to specify the trigger event. Choose ‘New Lead’ as the event that will initiate the workflow. After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for linking your Indi M account to the Pabbly workflow.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Indi M account and navigate to the Lead Manager section.
• Set up the Push API integration using the copied webhook URL.

After completing these steps, you will have successfully set up the trigger for your workflow.

---

4. Configuring the Action to Send Slack Notifications

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. You will want to select Slack as your action application. This will allow you to send notifications to your team whenever a new lead is received.

Choose the action event as ‘Send Channel Message’. Upon selecting this, you will be prompted to connect your Slack account to Pabbly Connect. If you have not connected it yet, click on ‘Add New Connection’ and follow the prompts to authorize the connection.

Select the channel where you want to send notifications, such as ‘New Lead Alerts’. Compose the message you want to send to the channel, including details like client name, email, and phone number.

Make sure to map the fields dynamically from the previous trigger response to ensure that each notification contains the correct lead details.

---

5. Testing the Workflow for Successful Integration

After completing the action setup, it’s crucial to test your workflow to ensure everything is functioning properly. In Pabbly Connect, you will find an option to test your webhook listener. This step is necessary to verify that the integration is working as intended.

To perform the test, submit a lead through your Indi M account and check if the notification appears in your Slack channel. If successful, you will see the lead details reflected in the message sent to Slack.

Verify that the message sent to Slack contains all the mapped details. If the message appears correctly, your integration is complete and functional.

With this setup, all new leads from Indi M will automatically notify your team on Slack, streamlining your lead management process.

---

Conclusion

In this tutorial, we demonstrated how to integrate Indi M with Slack using Pabbly Connect. By setting up triggers and actions, you can automate notifications for new leads, improving team responsiveness and efficiency. This integration enhances your workflow and helps your business manage leads effectively.