Real Estate WhatsApp Chatbot to Capture Leads & Schedule Site Visits

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To start integrating your WhatsApp chatbot with Google Sheets, you need to access Pabbly Connect. Simply visit the Pabbly website and log in to your account. If you are a new user, you can sign up for free and get started immediately.

Once you are logged in, navigate to the Pabbly Connect dashboard. This is where you will create the integration workflow between your WhatsApp chatbot and Google Sheets. Ensure your WhatsApp number is connected to the Pabbly Chatflow app, which allows for seamless communication.


2. Creating the WhatsApp Chatbot Flow with Pabbly Connect

The next step is to create a flow for your WhatsApp chatbot using the Pabbly Chatflow app. Click on the “Add Flow” button to start building your chatbot. You can set up triggers that will initiate the chatbot based on user input.

  • Click on “Add Flow” to create a new flow.
  • Set a trigger based on keywords like “hello” to initiate the chat.
  • Use message blocks to send welcome messages and options to the users.

Once you have set up the initial trigger, you can add buttons for users to view properties or ask questions. This setup allows your chatbot to respond dynamically to user inquiries.


3. Scheduling Site Visits Through Pabbly Connect

After users select properties, they can schedule site visits. This process is facilitated by Pabbly Connect, which allows you to collect user information and save it to Google Sheets. When a user selects the “Schedule Visit” button, the chatbot prompts them to enter their full name and preferred date.

  • Prompt users for their full name and preferred visit date.
  • Use API requests to send this data to Google Sheets through Pabbly Connect.
  • Confirm the visit scheduling with a personalized message.

This integration ensures that all client data is captured efficiently, allowing for better management of site visits and client interactions.


4. Responding to Client Queries Using Pabbly Connect

Another great feature of your WhatsApp chatbot is its capability to respond to client queries instantly. When users select the “Ask Questions” button, the chatbot can provide answers based on an AI assistant integrated through Pabbly Connect.

For effective query management, you can set up a knowledge base that the AI assistant uses to respond to common questions. This ensures that clients receive accurate and timely information without waiting for manual responses.

By integrating the AI assistant with Pabbly Connect, you can automate responses to frequently asked questions, enhancing client satisfaction and reducing workload.


5. Conclusion: Streamlining Real Estate Operations with Pabbly Connect

In conclusion, using Pabbly Connect to integrate your WhatsApp chatbot with Google Sheets significantly enhances your real estate business operations. By automating client interactions and data management, you can focus on growth while improving customer service.

This setup not only saves time but also ensures that you never miss a client inquiry or site visit request. Start utilizing Pabbly Connect today to transform your business processes!

How to Import Contacts in Pipedrive | Bulk Upload

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with PipeDrive, access Pabbly Connect first. If you are an existing user, simply log in to your account. New users can visit the Pabbly website and sign up for a free account by clicking on the “Sign Up for Free” option in the top right corner.

Once you have signed up, you will receive 100 free tasks per month. This allows you to explore the features of Pabbly Connect without any cost. After exploring, you can choose to subscribe to a plan that suits your needs.


2. Setting Up Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will need to create a new workflow. Click on the “Add Trigger” button to begin. For the trigger application, select “Google Sheets” and choose the event as “New or Updated Spreadsheet Row”. After that, click on “Connect” to generate a webhook URL.

  • Select Google Sheets as the trigger application.
  • Choose “New or Updated Spreadsheet Row” as the event.
  • Click on “Connect” to receive the webhook URL.

Copy the webhook URL and navigate to your Google Sheets. Go to Extensions, then Add-ons, and select “Get Add-ons” to install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheets to see the new option.


3. Initializing the Webhook in Google Sheets

After refreshing, click on the “Pabbly Connect Webhooks” option and select “Initial Setup”. Here, you will paste the webhook URL you copied earlier. For the trigger column, specify the last data column where you will add new entries, for example, column D.

Click on “Submit” to configure the setup successfully. This indicates that your Google Sheets is now connected to Pabbly Connect. To test the connection, go back to your spreadsheet and click on “Send Test”. This will send the first row of data to your workflow.

  • Paste the webhook URL in the designated field.
  • Specify the trigger column (e.g., column D).
  • Click “Submit” to finalize the setup.

Once the test data is sent successfully, you will see that Pabbly Connect has captured the response, indicating that the connection is working as intended.


4. Creating Contacts in PipeDrive Using Pabbly Connect

Next, to create a contact in PipeDrive, click on “New Action Step” and select “PipeDrive” as the action application. Choose the event “Create a Person” and click on “Connect”. If you have previously connected PipeDrive, select the existing connection; otherwise, create a new connection by entering your PipeDrive API token.

To retrieve your API token, log in to your PipeDrive account, go to your profile settings, and find the API section. Copy the token and paste it into the Pabbly Connect workflow. After saving, you will need to fill in the details for the new contact.

  • Select “PipeDrive” as the action application.
  • Choose “Create a Person” as the event.
  • Enter your PipeDrive API token to connect.

Map the contact details dynamically by using the slash search feature in Pabbly Connect. This allows you to insert data from your Google Sheets into the PipeDrive fields automatically, ensuring that every new response is accurately recorded in PipeDrive.


5. Bulk Uploading Contacts to PipeDrive

To upload multiple contacts at once, return to your Google Sheets and click on the “Pabbly Connect Webhooks” option. Select “Send All Data” to transfer all entries in your spreadsheet to PipeDrive. This will automatically create contacts for each entry based on the data you provided.

Make sure that the “Send on Event” option is enabled in the Pabbly Connect Webhooks settings. This ensures that whenever new data is added to your Google Sheets, it will be sent to Pabbly Connect automatically, creating new contacts in PipeDrive without any manual intervention.

Using this method, you can efficiently manage and automate your contact creation process. With Pabbly Connect, the integration between Google Sheets and PipeDrive becomes seamless and hassle-free.


Conclusion

Integrating Google Sheets with PipeDrive using Pabbly Connect allows users to automate their workflow effectively. By following the steps outlined, you can easily create and manage contacts in PipeDrive directly from your Google Sheets, enhancing productivity and efficiency.

How to Send Bulk WhatsApp Messages with Product Catalogue (No Ban Risk)

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for WhatsApp Integration

To automate sending product catalogs to customers on WhatsApp, begin by accessing Pabbly Connect. Open a new tab and navigate to pabbly.com/connect to reach the Pabbly Connect landing page.

If you are a new user, sign up for free to receive 100 free tasks every month. This allows you to explore the features of Pabbly Connect and test the workflow described in this tutorial.


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

In Pabbly Connect, you will set up a trigger to capture new customer data from Google Sheets. Select Google Sheets as the trigger application and choose the event as “New or Updated Spreadsheet Row”. This ensures that every time new data is added, it will trigger the workflow.

  • Select Google Sheets as the trigger application.
  • Choose “New or Updated Spreadsheet Row” as the event.
  • Click the connect button to generate a webhook URL.

Copy this URL and head over to your Google Sheets. This connection will allow Pabbly Connect to receive data from your spreadsheet automatically.


3. Installing Pabbly Webhooks Add-on in Google Sheets

To finalize the connection between Google Sheets and Pabbly Connect, install the Pabbly Webhooks add-on. Go to the Extensions menu, select Add-ons, and then Get Add-ons. Search for “Pabbly Connect Webhooks” and install it.

After installation, refresh your spreadsheet and select the Pabbly Connect Webhooks option. In the initial setup dialog, paste the webhook URL you copied earlier and specify the trigger column, which should be the column containing customer phone numbers.


4. Sending WhatsApp Messages using Pabbly Chatflow

Now that the connection is established, the next step is to send WhatsApp messages using Pabbly Chatflow. Add an action step in Pabbly Connect and select Pabbly Chatflow as the action application. Choose the event as “Send Template Message”.

  • Select Pabbly Chatflow as the action application.
  • Choose “Send Template Message” as the event.
  • Connect your Pabbly Chatflow account to Pabbly Connect.

Map the recipient phone number from the previous step and select the template you created in Pabbly Chatflow. This allows you to personalize messages sent to each customer.


5. Automating WhatsApp Messages for All Customers

Once the setup is complete, you can automate sending WhatsApp messages to all customers in your Google Sheets. To do this, click on the “Send All Data” option from the Pabbly Webhooks menu in Google Sheets. This action will trigger the workflow and send messages to all listed customers.

As new customer data is added to your spreadsheet, Pabbly Connect will automatically send WhatsApp messages to those customers as well. This makes sharing your product catalog efficient and hassle-free.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending product catalogs via WhatsApp. By integrating Google Sheets and Pabbly Chatflow, you can efficiently manage customer communication without manual effort.

Master WhatsApp Automation with AI — No Coding Needed

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for WhatsApp Automation

To start automating WhatsApp messages, you first need to access Pabbly Connect. Visit the Pabbly website and log in to your account. If you’re a new user, sign up for a free account to explore the features available.

Once logged in, navigate to the dashboard where you can see various Pabbly applications. Click on Pabbly Connect to begin setting up your automation workflow. This is where you will integrate your WhatsApp with the AI assistant.


2. Setting Up WhatsApp Integration with Pabbly Connect

After accessing Pabbly Connect, the next step is to integrate your WhatsApp number. Click on the ‘Add WhatsApp Number’ button. You will see two options: WhatsApp Connect and Manual Token Connect. Choose WhatsApp Connect for a seamless integration.

  • Select WhatsApp Connect for easy integration.
  • Follow the prompts to link your WhatsApp account.
  • Ensure your WhatsApp number is verified.

Once your number is connected, you can start creating an AI assistant using Pabbly Connect. This assistant will respond to customer queries automatically, enhancing your business communication.


3. Creating Your AI Assistant in Pabbly Connect

To create the AI assistant, navigate to the AI assistant section in Pabbly Connect. Click on the ‘Add Assistant’ button. Enter a name for your assistant, such as “Urban Nest Reality AI Assistant,” and click ‘Add AI Assistant’ to proceed.

Next, you will configure the AI settings. Choose the instruction type as AI Agent and set the temperature for responses. A temperature of 0.5 is recommended for balanced and friendly interactions. You will also need to enter your OpenAI API key for the assistant to function properly.


4. Building a Knowledge Base for Your AI Assistant

The knowledge base is crucial for your AI assistant’s effectiveness. It acts as the brain of the assistant, providing it with the necessary information to answer queries accurately. Upload your knowledge base in .txt or .pdf format in Pabbly Connect.

  • Include detailed information about your services.
  • Add common customer questions and answers.
  • Ensure the knowledge base is well-structured and clear.

After uploading, you can configure the display settings for your assistant. Set the header and footer messages to personalize the user experience. This ensures that users receive accurate and relevant responses automatically.


5. Activating and Embedding Your AI Assistant

Once your AI assistant is configured, it’s time to activate it. In Pabbly Connect, toggle the activation switch to enable your assistant. After activation, you can embed the assistant into your website using the provided script code.

To enable the assistant for specific contacts, navigate to the inbox settings. Here, you can select which contacts will have access to the AI assistant. This allows for targeted automation, ensuring that your assistant is responsive to customer inquiries 24/7.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp responses with an AI assistant. By following these steps, you can enhance customer engagement and streamline communication for your business.

Top 5 YouTube Automations (No Coding Needed)

Watch Step By Step Video Tutorial Below






1. Generate Thumbnails Automatically Using Pabbly Connect

Generating thumbnails for your YouTube videos can be time-consuming. With Pabbly Connect, you can automate this process effortlessly. This integration uses Google Sheets to trigger thumbnail creation through Google Gemini as soon as you enter a new title, description, and hook.

To set this up, follow these steps:

  • Create a new Google Sheets spreadsheet with columns for Title, Description, and Hook.
  • Connect Google Sheets to Pabbly Connect as the trigger application.
  • Set Google Gemini as the action application to generate thumbnails.

After setting up your mapping, every time you add a new title, Pabbly Connect triggers Google Gemini to create a thumbnail automatically. This saves you time and enhances your channel’s visual appeal.


2. Auto-Reply to YouTube Comments with Pabbly Connect

Engaging with your audience is essential, but it can be overwhelming. With Pabbly Connect, you can automate replies to comments on your YouTube videos. This integration uses OpenAI to generate personalized responses based on the comments received.

To set up this automation:

  • Select YouTube as your trigger application and choose “New Comment on Channel”.
  • Connect OpenAI as the action application to generate replies.
  • Map the generated reply back to the YouTube comment using the comment ID.

This setup ensures that every comment receives a timely and relevant response, enhancing viewer engagement without requiring constant monitoring.


3. Automatically Upload Videos from Instagram to YouTube Using Pabbly Connect

Cross-promoting content is vital for expanding your audience. With Pabbly Connect, you can automatically share your Instagram Reels to your YouTube channel. This integration streamlines your posting process and saves time.

Here’s how to set it up:

  • Set Instagram as your trigger application and select “New Reel”.
  • Add a filter to ensure only Reels are posted to YouTube.
  • Select YouTube as the action application and map the title and description from Instagram.

Once configured, any new Reel posted on Instagram will automatically appear on your YouTube channel as a short, keeping your content fresh across platforms.


4. Share YouTube Videos on Facebook with Pabbly Connect

Sharing your YouTube videos on social media is crucial for visibility. With Pabbly Connect, you can automate this process to ensure your Facebook followers are always updated. This integration allows for seamless sharing right after a new video is uploaded on YouTube.

To set up this automation:

  • Choose YouTube as your trigger application and select “New Video”.
  • Connect Facebook Pages as your action application to share the video.
  • Map the video link and add a custom message for your Facebook post.

This allows you to reach a broader audience without the need for manual sharing after each upload, making your workflow more efficient.


5. Auto-Generate YouTube Video Descriptions Using Pabbly Connect

Creating engaging video descriptions can be tedious, but with Pabbly Connect, you can automate this process. This integration utilizes OpenAI to generate tailored descriptions based on your video title.

To implement this automation:

  • Set YouTube as your trigger application for “New Video Published”.
  • Use OpenAI as the action application to generate the video description.
  • Map the generated description back to the YouTube video details.

Once configured, every time you upload a new video, Pabbly Connect will automatically generate and add a compelling description, enhancing your videos’ SEO and viewer engagement.


Conclusion

In this tutorial, we explored how to automate your YouTube channel using Pabbly Connect. From generating thumbnails to auto-replying to comments, these integrations save time and enhance engagement. Automate your workflows today for maximum efficiency!

Twilio Tutorial: Send SMS Automatically

Watch Step By Step Video Tutorial Below






1. Understanding Twilio and Its Integration with Pabbly Connect

Twilio is a powerful cloud communication platform that allows businesses to send SMS, make calls, and build systems through APIs. With Pabbly Connect, you can integrate Twilio to automate SMS notifications effectively.

Using Twilio, you can send various types of messages such as order confirmations, OTP verifications, and marketing campaigns. Integrating Twilio with Pabbly Connect streamlines this process, making it easier for businesses to communicate with their customers.


2. Creating a Twilio Account and Getting Your Number

To use Twilio, you first need to create a trial account. Go to the Twilio website and sign up by providing your mobile number, email, and name. After signing up, you’ll access your Twilio dashboard. This is crucial for integrating with Pabbly Connect.

  • Click on “Get Trial Phone Number” to obtain a Twilio number.
  • If you want to buy a number, navigate to the “Phone Numbers” section and select a number that supports SMS capabilities.
  • Your Twilio number will be used as the sender’s number for SMS sent via Pabbly Connect.

Once you have your Twilio number, you’re ready to set up automation using Pabbly Connect. This number will be the source for all automated SMS notifications.


3. Setting Up Pabbly Connect for Automation

Now that you have your Twilio account ready, let’s set up Pabbly Connect to automate your SMS notifications. Start by logging into your Pabbly Connect account or signing up for a free trial.

Once logged in, you’ll access the workflow builder where you can create new automations. Select Twilio as your action app and configure it to send SMS notifications whenever a new order is received from your e-commerce platform.

  • Choose a trigger event, such as “New Order” from Shopify.
  • Set up the action to send an SMS via Twilio, using the number you obtained earlier.
  • Customize the message to include order details and confirmation.

After saving your workflow, Pabbly Connect will automatically send SMS notifications whenever a new order is placed, enhancing customer communication.


4. Testing Your Twilio SMS Automation

After setting up your automation in Pabbly Connect, it’s essential to test the workflow to ensure it functions correctly. Start by placing a test order in your connected e-commerce platform.

Once the test order is placed, check if the SMS notification is received on your mobile. If everything is set up correctly, you should receive an SMS confirming the order details. This confirms that Pabbly Connect is successfully integrating with Twilio.

If you encounter any issues, revisit the workflow settings in Pabbly Connect and ensure all fields are correctly configured. This step is crucial to ensure seamless communication between your business and customers.


5. Conclusion: Automate SMS Notifications with Pabbly Connect and Twilio

Integrating Twilio with Pabbly Connect allows businesses to automate SMS notifications efficiently. By following the steps outlined in this tutorial, you can enhance customer communication and streamline your order confirmation process.

With Pabbly Connect, you can easily set up automated workflows that save time and reduce manual effort, making your business operations smoother and more efficient.

How to Send WhatsApp Message After Razorpay Payment Automatically

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To begin automating WhatsApp notifications for Razer Pay payments, start by accessing Pabbly Connect. Open your browser and navigate to pabby.com/connect. This platform allows you to seamlessly integrate various applications.

Once on the Pabbly Connect homepage, you will see options to sign in or sign up. If you are a new user, click on “Sign up free” to create an account and get 100 free tasks each month. Existing users can simply sign in to access their dashboards.


2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the “Access Now” button to enter the Pabbly Connect interface. To create a new integration, select the option to create a workflow.

You’ll need to choose between the “New Beta” and “Classic” versions; select the New Beta version for a more modern experience. Name your workflow something descriptive, like “Send WhatsApp Message After Razer Pay Payment Automatically.” Choose a folder for organization, then click the “Create” button.

  • Select the “New Beta” option for a better experience.
  • Name your workflow appropriately.
  • Organize your workflow into folders for easy access.

This setup is crucial as it establishes the framework for your automation, linking Razer Pay and WhatsApp through Pabbly Connect.


3. Setting Up the Trigger in Pabbly Connect

In this step, you will set the trigger that initiates the automation. Select Razer Pay as the application and choose the event “Payment Captured”. Click on “Connect” to establish a connection between Razer Pay and Pabbly Connect.

Upon connecting, you will receive a webhook URL. Copy this URL and log into your Razer Pay account. Navigate to the “Developers” section and select “Webhooks”. Here, click on “Add New Webhook” and paste the copied URL. Set the active event to “Payment Captured” and save your settings.

  • Select Razer Pay as the application for the trigger.
  • Choose “Payment Captured” as the event.
  • Copy the webhook URL and set it in Razer Pay.

This connection will allow Pabbly Connect to receive real-time payment notifications from Razer Pay, enabling the next steps of your automation.


4. Adding the Action Step to Send WhatsApp Messages

Once the trigger is set up, it’s time to add the action step. Click on the “Add Action Step” button and select Pabbly Chatflow as the application. For the app event, choose “Send Text Message” and click “Connect”.

You will need to enter an API token to establish the connection. To find this token, go to your Pabbly Chatflow account, click on “Settings”, and then select “API and Webhooks”. Copy the API token and paste it into the required field in Pabbly Connect.

  • Select Pabbly Chatflow as the action application.
  • Choose “Send Text Message” as the action event.
  • Copy the API token from Pabbly Chatflow settings.

By setting this up, Pabbly Connect will be able to send WhatsApp messages automatically whenever a payment is captured through Razer Pay, ensuring your customers receive instant confirmation.


5. Mapping Data and Sending WhatsApp Messages

After connecting to Pabbly Chatflow, you need to map the WhatsApp number to which the message will be sent. Instead of entering it manually, use the mapping feature to pull the number from the previous step’s response. This dynamic mapping ensures the correct details are used for each transaction.

Next, compose the message you want to send to the customer. This could include a greeting and confirmation of their payment. After entering the message, click on “Save and Send Test Request” to verify that everything works correctly.

  • Map the WhatsApp number dynamically from the trigger.
  • Compose a personalized confirmation message.
  • Test the setup to ensure messages are sent correctly.

With this final setup, Pabbly Connect will automatically send WhatsApp notifications to customers after they make a payment via Razer Pay, enhancing customer experience and streamlining your communication process.


Conclusion

In this tutorial, we explored how to automate WhatsApp notifications for Razer Pay payments using Pabbly Connect. By following these steps, you can ensure your customers receive instant payment confirmations, enhancing their experience and improving your business operations.

Automatically Notify Customers About Orders on WhatsApp

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with WooCommerce, first, access Pabbly Connect. Open a new tab and enter the URL: pabbly.com/connect. This will take you to the homepage of Pabbly Connect.

Here, you will see options to either sign in or sign up. If you are a new user, select “Sign Up Free” to create an account and receive 100 free tasks monthly. Existing users can simply log in to access their dashboard.


2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a workflow. Click on “Create Workflow” and select the workflow builder. Choose the beta version for a modern experience.

  • Enter a workflow name, such as “Automatically Notify Customers About Orders on WhatsApp”.
  • Select your folder for organization purposes.
  • Click the “Create” button to finalize your workflow setup.

After creating the workflow, you will be directed to the workflow page where you can set up triggers and actions.


3. Setting Up the Trigger for WooCommerce Orders

In this step, you will configure the trigger for your workflow. Select WooCommerce as your trigger app and choose the event “New Order Created”. This event will initiate the workflow whenever a new order is placed.

Click the “Connect” button to generate a webhook URL. Copy this URL, as it will be used in your WooCommerce settings to link to Pabbly Connect.

Navigate to your WooCommerce settings in WordPress, go to “Advanced”, and select “Webhooks”. Here, add a new webhook by providing a name, setting the status to active, and pasting the copied URL. Save the webhook to finalize the setup.


4. Configuring the Action to Send WhatsApp Notifications

After setting up the trigger, the next step is to configure the action that sends WhatsApp notifications. In Pabbly Connect, add a new action step and select WhatsApp Cloud API as your action app.

  • Choose the event “Send Template Message”.
  • Click “Connect” and enter your API details, including access token and phone number ID.
  • Map the receiver’s phone number from the WooCommerce response.

Finally, select the message template you want to send, fill in the required fields, and save the configuration. This will ensure your customers receive instant notifications on WhatsApp after placing an order.


5. Testing the Integration

To confirm that the integration works, place a test order on your WooCommerce store. After completing the order, check Pabbly Connect for the response from the WooCommerce trigger.

If everything is set up correctly, you should see the order details appear in Pabbly Connect. Additionally, check your WhatsApp to verify that you received the notification message with all relevant order information.

This automated process enhances customer experience by providing instant updates, thus building trust and improving your business operations.


Conclusion

Integrating WhatsApp with WooCommerce using Pabbly Connect allows businesses to automate order notifications seamlessly. This setup not only saves time but also enhances customer satisfaction by providing instant updates on their orders.

How to Send WhatsApp Messages to Google Ads Leads

Watch Step By Step Video Tutorial Below






1. Getting Started with Pabbly Connect

To automate WhatsApp messages to Google Ads leads, first, access Pabbly Connect. If you are a new user, visit pabbl.com/connect and sign up for a free account. You will receive 100 tasks free every month, which allows you to send up to 100 WhatsApp messages without any cost.

Once you have signed up, log into your Pabbly Connect dashboard. This is where you will create your automation workflow. Click on the “Workflow Builder” to get started. Here, you will set up the trigger and action that are essential for your automation process.


2. Setting Up the Trigger with Google Ads

In your Pabbly Connect workflow, click on the “Add Trigger” button. Search for “Google Ads” and select it. For the event, choose “New Lead Form Entry” and click on the “Connect” button. This will generate a webhook URL that you need to copy.

  • Open your Google Ads campaign and navigate to the lead form.
  • Paste the copied webhook URL in the lead form settings.
  • Send test data to verify the connection.

Once the test data is sent successfully, Pabbly Connect will capture the response, confirming that the connection between Google Ads and Pabbly Connect is established. This includes details like phone number, email, and name of the lead.


3. Creating the Action Step for WhatsApp

After setting up the trigger, click on “Add New Action Step”. Search for “Pabbly Chatflow” to send automated WhatsApp messages. Select it and choose the event as “Send Text Message”. Click on “Connect” to establish the connection.

If you haven’t created a connection before, click on “Add a New Connection” and enter your API token from your Pabbly Chatflow account. This token is necessary to authenticate the integration between Pabbly Connect and Pabbly Chatflow.

Once connected, enter the recipient’s WhatsApp mobile number. You can do this by mapping the number from the Google Ads lead captured earlier. Mapping allows you to use dynamic data in your messages, ensuring that each lead receives a personalized message.


4. Customizing Your WhatsApp Message

In the message field, you can customize the WhatsApp message that will be sent to your leads. Use the mapping feature to insert the lead’s name dynamically. Start by typing the message and use the slash to search for the lead’s first name and last name.

  • Ensure the message is clear and contains relevant information about your services.
  • You can also format the message using stars for bold text.

After customizing the message, click on “Save and Send Test Request” to check if everything is working correctly. If successful, you will receive a confirmation that the message has been sent. Check your WhatsApp to verify that the message appears correctly.


5. Conclusion

By following these steps, you can successfully automate WhatsApp messages to Google Ads leads using Pabbly Connect. This integration allows you to streamline your communication with potential clients, ensuring timely responses and better engagement.

With Pabbly Connect, you can easily set up automated workflows that save you time and improve your marketing efforts. Start using Pabbly Connect today to enhance your business operations.

Automate Google Ads Leads with Google Sheets & Gmail (No Code)

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Automation

To begin automating your Google Ads leads, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks monthly to test the platform.

Once logged in, navigate to the Pabbly Connect app from the dashboard. Here, you can create and manage your workflows. Click on the “Create Workflow” button to start building your automation process. This is where you will set up the integration between Google Ads, Google Sheets, and Gmail.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and choose the new beta workflow builder. Name your workflow, for example, “Automate Google Ads Leads with Google Sheets and Gmail,” and select a folder for organization.

  • Click on the “Create” button to finalize your workflow setup.
  • Choose Google Ads as your trigger application.
  • Select “New Lead Form Entry” as the trigger event.

After selecting the trigger, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Google Ads and your workflow, allowing data to flow seamlessly. Make sure to copy this URL for the next steps.


3. Setting Up Google Ads with Pabbly Connect

Now, you need to integrate Google Ads with Pabbly Connect using the webhook URL. Open your Google Ads account and create a lead form. Ensure you include fields such as first name, last name, email, phone, city, and company name.

In the lead delivery section of your Google Ads form, paste the webhook URL from Pabbly Connect. After entering the URL, click on “Send Test Data” to verify the connection. This test will confirm that your Google Ads is correctly linked to Pabbly Connect.

  • Ensure the test data is sent successfully.
  • Check your Pabbly Connect workflow to see if the test data has been received.

Once you confirm the test data is received, your Google Ads integration is complete, and you can proceed to the next step.


4. Adding Lead Data to Google Sheets

The next step involves adding lead details to your Google Sheets using Pabbly Connect. Click on “Add New Action Step” and select Google Sheets as your action application. Choose “Add New Row” as the action event and connect your Google Sheets account.

After connecting, select the spreadsheet where you want to store the lead data. Use the mapping feature to fill in the fields with data from the Google Ads lead. This ensures that every time a new lead is captured, the information automatically populates the correct columns in your spreadsheet.

  • Select the spreadsheet and map the fields accordingly.
  • Click on “Save and Send Test Request” to see if the data is added successfully.

Once the test is successful, check your Google Sheets to ensure that the lead details have been added correctly. This step confirms that your data flow from Google Ads to Google Sheets is functioning as intended.


5. Sending Email Notifications via Gmail

Finally, set up email notifications for new leads using Gmail in Pabbly Connect. Click on “Add New Action Step” and choose Gmail as the action application. Select “Send Email” as the action event and connect your Gmail account.

In the email setup, you can map the recipient’s email address from the Google Ads data. Customize your email content to include a personal touch, such as addressing the lead by their first name. After filling in the necessary details, click on “Save and Send Test Request” to ensure the email is sent successfully.

  • Make sure to check for a successful email response.
  • Verify that the email arrives in your inbox as expected.

With this final step, your automation is complete. Now, every time you receive a new lead from Google Ads, it will be added to your Google Sheets, and an email notification will be sent automatically, all facilitated by Pabbly Connect.


Conclusion

In this tutorial, we demonstrated how to automate Google Ads leads using Pabbly Connect, integrating Google Sheets and Gmail for efficient lead management. This setup allows for seamless data tracking and communication, enhancing your business operations.