Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating LinkedIn leads with GoHighLevel and Slack, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and explore the features.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between applications. This step is crucial for setting up your LinkedIn integration.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow for capturing LinkedIn leads. Click on the “Create Workflow” button in Pabbly Connect. Name your workflow, such as “Capture LinkedIn Leads in GoHighLevel and Notify Slack”. Select a folder for better organization.

• Click on the “Create” button to finalize your workflow setup.
• This action will take you to the workflow editor where you can add triggers and actions.

This is where you will set up the trigger application, which in this case is LinkedIn. By using Pabbly Connect, you can easily automate the process of capturing leads from LinkedIn.

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3. Setting Up LinkedIn as the Trigger Application

To set LinkedIn as your trigger application, select it from the list of available applications in Pabbly Connect. Choose the trigger event as “Lead Notifications”. This event will activate the workflow whenever a new lead is captured.

After selecting LinkedIn, you will need to connect your LinkedIn account to Pabbly Connect. If you already have a connection, choose it; otherwise, click on “Add New Connection” and enter your LinkedIn credentials to establish the link.

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4. Adding Action Steps for GoHighLevel and Slack

With LinkedIn set up as the trigger, the next step is to add action applications. First, select GoHighLevel for creating a new contact. Choose the action event as “Create Contact”. Connect your GoHighLevel account to Pabbly Connect by granting the necessary permissions.

Next, map the fields from LinkedIn to GoHighLevel. This ensures that data like name, email, and phone number are transferred correctly. After mapping, save your settings and send a test request to confirm the integration is working.

• Ensure that all required fields are filled out accurately during the mapping process.
• Once the test is successful, proceed to the next action step.

After confirming the GoHighLevel integration, add a new action step for Slack. Select “Send Channel Message” as the action event. Connect your Slack account to Pabbly Connect and specify the channel where notifications will be sent.

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5. Finalizing the Integration and Testing

Once both action steps are set up, you need to finalize the integration by testing it. Send a test lead from LinkedIn and check if the contact is created in GoHighLevel and if your Slack channel receives a notification.

Verify that the details sent to Slack are accurate and reflect the lead information captured. This testing phase is critical to ensure everything is functioning as intended. By using Pabbly Connect, you can automate this entire process seamlessly.

After successful testing, your workflow will be fully operational. Whenever a new lead is captured from LinkedIn, it will automatically create a contact in GoHighLevel and notify your team on Slack.

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Conclusion

In this tutorial, we explored how to integrate LinkedIn leads with GoHighLevel and Slack using Pabbly Connect. By following these steps, you can automate lead capture and notifications, enhancing your business efficiency.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for WhatsApp Integration

In this section, we will explore how to utilize Pabbly Connect to create an automated WhatsApp assistant. This integration allows businesses to respond instantly to customer inquiries, enhancing customer service significantly. By using Pabbly Connect, you can ensure that your assistant operates 24/7, providing timely responses without manual intervention.

To start, you’ll need to sign up for Pabbly Connect if you haven’t already. Once signed in, navigate to the Pabbly Chartflow section, which is the tool for creating your WhatsApp assistant. This will be the foundation for automating responses to your customers.

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2. Setting Up Your WhatsApp Assistant with Pabbly Connect

To set up your WhatsApp assistant, first, access the Pabbly Chartflow platform. This is where you will design your AI assistant. Begin by clicking on the ‘Add Assistant’ button. Here, you will provide a name for your assistant, which can be customized based on your business needs.

• Click on the ‘Add Assistant’ button.
• Enter a name for your assistant.
• Select the instruction type as AI agent.

After naming your assistant, you will select the instruction type. This is crucial as it dictates how your assistant will respond to users. Choose the AI agent option, and Pabbly Connect will generate the necessary instructions for your assistant, ensuring it behaves as intended.

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3. Configuring Assistant Settings in Pabbly Connect

Once your assistant is created, the next step is to configure its settings. Within Pabbly Connect, you will find multiple options for customization. This includes setting the temperature, which controls the creativity of the responses, and entering your OpenAI API key for enhanced functionality.

• Set the assistant’s temperature for response creativity.
• Enter your OpenAI API key.
• Customize header and footer messages.

Make sure to enable the AI auto-reply feature. This allows your assistant to respond to customer inquiries without delay. By properly configuring these settings in Pabbly Connect, you ensure a seamless experience for your customers.

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4. Uploading Knowledge Base for Your Assistant

The knowledge base is essential for your assistant to provide accurate information. In this step, you will upload a knowledge base file that contains relevant data about your business. This file will help your assistant answer customer queries effectively.

To upload the knowledge base, first create a document that includes all necessary information, such as services offered, pricing, and FAQs. Once your document is ready, follow these steps:

• Ensure the file is in PDF or TXT format.
• Upload the file through the Pabbly Chartflow interface.
• Insert the file into your assistant settings.

By doing this, your assistant will have access to vital information, allowing it to respond accurately to customer inquiries. This step is crucial to ensure effective communication through Pabbly Connect.

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5. Finalizing Your Assistant and Testing

After uploading the knowledge base, it’s time to finalize your assistant. In this section, you will design the appearance of your assistant and ensure it is activated. This includes setting up initial messages and customizing the look and feel of the assistant.

Make sure to enable the assistant and test its functionality. You can do this by sending a message to see how it responds. Here’s how to finalize:

• Customize the assistant’s appearance.
• Enable the assistant for all contacts.
• Test the assistant by sending a message.

Once everything is set up correctly, your assistant will be live and ready to assist customers through WhatsApp, ensuring instant replies and a better customer experience, all facilitated by Pabbly Connect.

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Conclusion

In this tutorial, we learned how to create an automated WhatsApp assistant using Pabbly Connect. This integration allows businesses to respond to customer inquiries instantly, enhancing service quality and efficiency. Implementing this assistant can significantly improve your customer interactions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up Integration

To begin, you need to access Pabbly Connect. Open a new tab and navigate to pabby.com/connect. Once there, sign in to your Pabbly Connect account.

After logging in, you will be directed to the dashboard. From here, click on the “Create Workflow” button. This is where you will set up the integration between WhatsApp and Google Sheets.

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2. Creating a New Workflow with Pabbly Connect

In this step, you will create a new workflow using Pabbly Connect. Click on the option to create using AI. Enter the prompt: “Add WhatsApp message to Google Sheets” and submit it.

Pabbly Connect will analyze your request and suggest a workflow. Select the option for WhatsApp Cloud API for message notifications and Google Sheets to add a new row. Approve this workflow to proceed.

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3. Configuring WhatsApp Cloud API in Pabbly Connect

Now, let’s configure the WhatsApp Cloud API within Pabbly Connect. You will see a webhook URL that you need to integrate with your WhatsApp Cloud API. Go to the configuration page of your WhatsApp Cloud API in Meta.

• Paste the webhook URL into the callback URL field.
• Copy the verify token from Pabbly Connect and paste it in the required field.
• Enable all subscriptions except for message echoes and message hangovers.

After saving these settings, your WhatsApp Cloud API will be connected to Pabbly Connect. This setup allows you to capture messages sent to your WhatsApp number.

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4. Testing the Integration with Pabbly Connect

With the configuration complete, it’s time to test the integration. Send a WhatsApp message to your number, such as “Hey, I need assistance. Can you please give your support team details?” This message will be captured by Pabbly Connect.

Check the response in Pabbly Connect to ensure that it matches your sent message. All details, including name, phone number, and message content, should appear correctly.

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5. Adding WhatsApp Messages to Google Sheets

Now you will add the captured WhatsApp message to Google Sheets using Pabbly Connect. Click on the option to connect Google Sheets. Sign in with your Google account and grant the necessary permissions.

• Select the spreadsheet titled “WhatsApp Messages” and choose the relevant sheet.
• Map the data fields from the previous response to the appropriate columns in Google Sheets.
• Click on the “Save and Send Test Request” button to finalize the setup.

After saving, you will see a confirmation response, and the WhatsApp message will be recorded in Google Sheets. This integration ensures that all WhatsApp messages are systematically logged for easy access.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp messages into Google Sheets using Pabbly Connect. This setup allows you to maintain a systematic record of all your WhatsApp communications in just a few simple steps. Now, you can easily manage your messages with this powerful automation.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and WhatsApp Integration

Pabbly Connect is the central platform that allows you to create an automated WhatsApp assistant. This integration can significantly reduce customer support workload by automating responses to common queries. By leveraging Pabbly Connect, businesses can provide instant replies, enhancing customer satisfaction.

In this tutorial, we will guide you through the process of setting up your WhatsApp assistant using Pabbly Connect. You will learn how to configure the assistant to handle various customer inquiries effectively.

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2. Creating Your WhatsApp Assistant with Pabbly Connect

To start, access Pabbly Connect by navigating to Pabbly Connect and signing in. If you are new, you can sign up for free and receive credits to explore the platform. Once signed in, click on the “Access Now” button for Pabbly Chartflow.

• Open the Pabbly Chartflow dashboard.
• Click on the “Add Assistant” button.
• Name your assistant and select the AI agent type.

After creating your assistant, you will need to configure its behavior. Set the temperature for responses, choose the OpenAI model, and enter your API key from the OpenAI platform. This step is crucial for enabling your assistant to generate accurate replies.

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3. Configuring the Knowledge Base in Pabbly Connect

Next, you’ll need to upload a knowledge base file that your assistant will use to provide accurate responses. This file should contain information relevant to your business, such as FAQs and operational details. The knowledge base is vital for ensuring your assistant gives specific answers rather than generic ones.

To upload the knowledge base, follow these steps:

• Click on the “Files” option in Pabbly Connect.
• Upload your prepared PDF or text file.
• Insert the uploaded file into your assistant’s settings.

Once the knowledge base is uploaded, your assistant can now respond to user inquiries based on the information provided. This customization is key to enhancing the user experience.

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4. Finalizing Assistant Settings in Pabbly Connect

The final step in setting up your WhatsApp assistant involves configuring additional settings. You can customize header messages, fallback responses, and other parameters that dictate how your assistant interacts with users. Make sure to enable auto-replies for all contacts to ensure seamless communication.

To finalize the settings, follow these steps:

• Navigate to the “Inbox Settings” section in Pabbly Connect.
• Enable the “AI Auto Replies” toggle.
• Select your assistant from the dropdown menu and save your settings.

After saving your settings, your WhatsApp assistant is fully operational and ready to handle customer inquiries automatically. This setup will save you time and improve customer satisfaction.

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5. Conclusion: Automate Customer Support with Pabbly Connect

In conclusion, setting up an automated WhatsApp assistant using Pabbly Connect is a straightforward process that can significantly enhance your customer support capabilities. By following the steps outlined in this tutorial, you can create an effective assistant that responds to customer queries instantly.

Utilizing Pabbly Connect not only streamlines your operations but also allows you to focus on growing your business while providing excellent customer service. Start automating your customer support today!

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Integration

To integrate WhatsApp with Pabbly Connect, you first need to access the platform. Open your browser and navigate to Pabbly Connect by searching for pabbl.com/connect. If you are a new user, click on the “Sign Up for Free” option in the top right corner. This gives you 100 free tasks every month to explore the capabilities of Pabbly Connect.

Once you sign up, you will be directed to the workflow builder of Pabbly Connect. Here, you can create automation workflows by setting up triggers and actions. This is the most crucial step as it lays the foundation for your WhatsApp integration.

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2. Creating a Workflow in Pabbly Connect

Now that you are in the workflow builder, you need to create a trigger for your WhatsApp messages. Click on the “Add Trigger” button to begin. For the trigger application, select “JotForm” and choose the event as “New Response”. After clicking “Connect”, you will receive a webhook URL that you need to copy.

• Open your JotForm and navigate to the settings.
• Go to Integrations and search for webhooks.
• Paste the copied webhook URL and complete the integration.

This integration connects your JotForm responses to Pabbly Connect. Once completed, click on “Finish”. Your workflow is now waiting for a webhook response to proceed further.

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3. Testing the Integration with JotForm

To test if your integration is working, you need to submit a test response through your JotForm. Open the published form in a new tab and fill in the necessary details like name, email, and mobile number. After filling out the form, click on “Submit”.

Once the form is submitted, return to your Pabbly Connect workflow. You should see that the response has been captured, displaying the details you entered. This confirms that the connection between JotForm and Pabbly Connect is successful.

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4. Sending Automated WhatsApp Messages

Now that the JotForm responses are successfully captured, the next step is to send an automated WhatsApp message. Click on the “Add New Action Step” and search for “Pabbly Chatflow”. Select the event as “Send Text Message” and click on “Connect”.

• If you haven’t connected Pabbly Chatflow to Pabbly Connect, click on “Add a New Connection”.
• You will need an API token from your Pabbly Chatflow account.
• Copy the token and paste it into your workflow.

After connecting, you will need to enter the recipient’s mobile number. Instead of entering it manually, use the mapping feature in Pabbly Connect to dynamically insert the number from the JotForm response.

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5. Finalizing Your WhatsApp Automation

With the WhatsApp message setup, you can now customize the message to be sent. You can include personalized elements such as the user’s name by mapping the respective fields from the JotForm response.

Once you have set up the message, click on “Save and Send Test Request”. If everything is set up correctly, you will receive a confirmation that the message has been sent successfully. You can check your WhatsApp to see the automated message.

Now, every time someone submits the JotForm, an automated WhatsApp message will be sent without any manual intervention, thanks to Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with Pabbly Connect using JotForm. By following these steps, you can automate your messaging and enhance your workflow efficiency. Start using Pabbly Connect today to streamline your processes!

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start automating your social media posts, you first need to access Pabbly Connect. Go to the Pabbly Connect website by typing pabby.com/connect in your browser. If you already have an account, click on “Sign In”. If not, click on “Sign Up for Free” to create an account and receive 100 free tasks monthly.

Once logged in, you will land on the dashboard where you can create and manage workflows. Click on “Create Workflow”. You can choose to create from scratch or use AI for assistance. For this tutorial, we will create a workflow from scratch, naming it “Social Media Automation for Interior Designers” and selecting the appropriate folder.

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2. Integrating Google Sheets with Pabbly Connect

In this step, we will set Google Sheets as the trigger application. Every time a new idea is added, it will trigger the automation. Click on the plus icon and select Google Sheets as your trigger application. Choose the event “New or Updated Spreadsheet Row”.

• Select Google Sheets as the trigger application.
• Choose the event “New or Updated Spreadsheet Row”.
• Build a connection by clicking the “Connect” button.

After connecting, you will receive a webhook URL. Copy this URL and head to your Google Sheets. Install the Pabbly Connect Webhooks add-on from Google Workspace Marketplace. Once installed, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL and set the trigger column (e.g., Column F) to capture new data.

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3. Generating Social Media Content with Pabbly Connect

Next, we will generate content for social media posts using an AI tool like Gemini. Add a new action step in Pabbly Connect and select Gemini as the application. Choose the event “Generate Content” to create captions based on the data from Google Sheets.

To set this up, you need to connect your Gemini account and provide an API key. Once connected, create a prompt for generating captions, incorporating the dynamic data mapped from Google Sheets. For example, the prompt could be: “Create an engaging caption for an interior design post with the following details: [Post Idea], [Style], [Caption Tone].” This will ensure each post is unique and relevant.

• Connect to your Gemini account and provide the API key.
• Create a prompt for generating captions using mapped data.
• Test the action to ensure it generates the desired output.

After generating the caption, you will receive a response that can be used in the next steps of the automation.

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4. Posting to Facebook, Instagram, and Pinterest

Now that we have the content generated, we can post it across various social media platforms. Start by adding a new action step in Pabbly Connect for Facebook Pages. Select the event “Create Page Post” and connect your Facebook account.

Map the generated caption and image URL received from the previous steps. Once everything is set, click “Save and Send Test Request” to publish the post. Repeat this process for Instagram and Pinterest by selecting their respective action events and mapping the required fields.

• For Facebook, select “Create Page Post” and map the caption and image URL.
• For Instagram, choose “Create, Upload and Publish Photo” and map the same fields.
• For Pinterest, select “Create Pin” and provide the necessary details.

After successfully posting to each platform, you can refresh your social media accounts to see the newly created posts.

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5. Conclusion

By following this tutorial, you can efficiently automate your social media posting process using Pabbly Connect. This integration allows you to streamline your workflow, saving time and effort while enhancing your online presence.

With Pabbly Connect, every new idea you add to Google Sheets will automatically transform into engaging posts across Facebook, Instagram, and Pinterest, helping you reach a wider audience effortlessly.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To start using Pabbly Connect for sending bulk WhatsApp messages, first, visit the Pabbly Chartflow homepage by searching for Pabbly Connect in your browser. You’ll find options to either sign in or sign up for free. If you’re new, click on “sign up free” to create an account.

Once you’re logged in, you’ll be directed to the Pabbly Chartflow dashboard. Here, you can connect your WhatsApp number, which is essential for sending messages. This integration allows you to manage your WhatsApp communications effectively.

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2. Creating Broadcasts Using Pabbly Connect

After accessing your Pabbly Chartflow dashboard, navigate to the broadcast section. Click on the “add broadcast” button to initiate the process of creating a new broadcast campaign.

• Choose the broadcast type as “broadcast campaign” from the dropdown menu.
• Enter a name for your broadcast, such as “new broadcast”.
• Select your contact list from existing options.

These steps are crucial for setting up your broadcast effectively. By using Pabbly Connect, you ensure that your messages reach the intended recipients without hassle.

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3. Choosing Message Type in Pabbly Connect

Once you have set up your broadcast, the next step is to choose the message type. You can select either a pre-approved template message or a regular message. For this tutorial, we will use a pre-approved template.

To proceed, select the template you have created for your business. If you want to personalize the message, you can include variables in your template, making it more engaging for your recipients. This functionality is a significant advantage of using Pabbly Connect.

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4. Testing and Scheduling Your Broadcast

Before sending your broadcast to all contacts, it’s essential to test the message. Enter your own phone number and click on “send test message”. This ensures the message appears as intended.

• After testing, decide whether to send the broadcast instantly or schedule it for later.
• If scheduling, select a future date and time.

Using Pabbly Connect for testing and scheduling ensures that your messages are sent at the right time, maximizing engagement with your audience.

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5. Tracking Broadcast Results with Pabbly Connect

After your broadcast is sent, you can track its performance through Pabbly Connect. You will have access to statistics showing the number of messages sent, delivered, read, pending, ignored, and failed.

This data is invaluable for assessing the effectiveness of your campaign. If any messages failed to deliver, you can easily resend them using the options available in the dashboard, showcasing the efficiency of Pabbly Connect.

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Conclusion

In this tutorial, we explored how to leverage Pabbly Connect to send personalized bulk WhatsApp messages effectively. By following the steps outlined, you can enhance your communication strategy and engage more effectively with your audience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Facebook Lead Ads with HubSpot CRM, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you’re a new user, you can sign up for free, which allows you to explore 100 tasks monthly.

Once logged in, navigate to the Pabbly applications page and select Pabbly Connect. This will take you to the dashboard where you can create and manage your automation workflows. If you want to create a new workflow, simply click on the “Create Workflow” button.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Name your workflow something descriptive, such as “Automatically Send Facebook Leads to HubSpot CRM”. Select a folder for organization, and then click on the “Create” button.

• Name the workflow appropriately.
• Select an existing folder or create a new one.
• Click on “Create” to finalize the workflow setup.

Once the workflow is created, you will need to set up a trigger application, which in this case is Facebook Lead Ads. This step is critical as it specifies what event will initiate the automation process.

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3. Setting Up Facebook Lead Ads as the Trigger

The next step in Pabbly Connect is to set Facebook Lead Ads as the trigger application. Select “Facebook Lead Ads” and choose the trigger event as “New Lead Instant”. Click on the “Connect” button to establish the connection.

If you have an existing connection, simply save it. Otherwise, you will need to create a new connection by logging into your Facebook account. Once connected, select the Facebook page that you want to use for the lead ads.

• Select the Facebook page from the dropdown.
• Choose the lead form associated with the page.
• Save and send a test request to ensure it works.

This setup allows Pabbly Connect to capture new leads from your Facebook ads, which will trigger the next steps in your workflow.

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4. Adding HubSpot as the Action Application

Now that you’ve set up Facebook Lead Ads as the trigger, it’s time to add HubSpot as the action application in Pabbly Connect. Choose “HubSpot” and select the action event as “Create a Contact”. Click on the “Connect” button to link your HubSpot account.

After connecting, you will need to map the fields from Facebook Lead Ads to HubSpot. This process ensures that the data from your leads is accurately transferred to your CRM. For instance, map the email address, phone number, and name fields accordingly.

• Map the email address from Facebook Lead Ads to HubSpot.
• Ensure the phone number is also mapped correctly.
• Separate first and last names if necessary.

Completing this step allows Pabbly Connect to create a new contact in HubSpot CRM each time a lead is generated from Facebook.

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5. Testing the Integration Workflow

After setting everything up in Pabbly Connect, it’s essential to test your integration. Go back to the Facebook Lead Ads testing tool and submit a test lead. This will help you verify that the data flows correctly into HubSpot.

Once the test lead is submitted, refresh your HubSpot CRM to check if the contact has been created successfully. If everything is configured correctly, you should see the new lead with all the details captured from the form submission.

• Submit a test lead using the Facebook Lead Ads tool.
• Refresh HubSpot to verify the new contact.
• Check that all details are accurately captured.

Testing ensures that your automation is working as intended, allowing you to efficiently manage leads from Facebook directly into HubSpot using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with HubSpot CRM using Pabbly Connect. By following these steps, you can automate lead management, ensuring that your new leads are captured and organized efficiently.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Begin Integration

To start creating your AI assistant using Pabbly Connect, first, open your Pabbly Connect dashboard. If you are a new user, visit the Pabbly website and sign up for a free trial.

Once you are logged in, ensure your WhatsApp number is connected to your Pabbly Connect account. This is crucial for enabling the integration between WhatsApp and your AI assistant.

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2. Create Your AI Assistant in Pabbly Connect

In the Pabbly Connect dashboard, navigate to the assistant feature from the left panel. This is where you can create various types of WhatsApp assistants tailored to your business needs.

• Click on the plus (+) button to add a new assistant.
• Select the instruction type as ‘AI agent’ to define how your assistant will interact with users.
• Set the temperature parameter to control the creativity of your assistant.

After setting the initial parameters, you can proceed to customize your assistant’s behavior and responses. This is where Pabbly Connect truly shines, allowing you to define how your assistant behaves based on your business’s specific needs.

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3. Configure AI Settings in Pabbly Connect

Once your assistant is created, you will need to configure several important settings. Start by pasting your OpenAI API key into the designated field in Pabbly Connect. This key allows your assistant to utilize OpenAI’s capabilities.

Next, customize the header and footer messages to improve user interaction. The header message will greet users at the start of the conversation, while the footer message can be used for closing remarks. Additionally, set up stop keywords to enable users to halt the conversation if needed.

• Define retry attempts for the assistant to respond to users.
• Customize fallback messages for error handling.

These configurations help in creating a seamless experience for users, ensuring that your AI assistant is both responsive and user-friendly. Pabbly Connect makes it easy to manage these settings effectively.

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4. Upload Your Knowledge Base in Pabbly Connect

The next step in setting up your AI assistant is to upload a knowledge base file. This file is crucial as it contains all the information your assistant will use to respond to customer inquiries. Create a Google Docs file with your business information and download it as a PDF.

Ensure that the file size is under 90 MB and in the correct format. In Pabbly Connect, click on the option to add a new file, then drag and drop your knowledge base PDF into the designated area. This upload process is straightforward and helps your assistant become knowledgeable about your offerings.

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5. Enable Auto Replies in Pabbly Connect

To finalize your assistant setup, navigate to the inbox settings in Pabbly Connect. Here, enable the AI auto-replies feature to allow your assistant to respond to customer messages automatically.

Select the contact list to which your assistant will be assigned and save the settings. This ensures that your assistant is now active and ready to handle customer inquiries through WhatsApp.

Pabbly Connect streamlines this entire process, making it easy to manage your assistant’s settings and ensure it operates efficiently.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with your AI assistant using Pabbly Connect. By following these steps, you can create an efficient customer service assistant that operates 24/7, enhancing user experience and engagement.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Ads Integration

To start integrating Google Ads with Google Sheets and Zoho CRM, you need to access Pabbly Connect. Open your browser and navigate to pabbly.com/connect. This platform will allow you to automate the lead capturing process efficiently.

Once on the homepage, you will see two options: “Sign In” and “Sign Up Free.” If you are a new user, click on “Sign Up Free” to create an account and receive 100 free tasks every month. For existing users, simply sign in to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly apps window. Here, click on “Access Now” under Pabbly Connect to enter the dashboard. To create a new workflow, you can choose between “Create from Scratch” or “Create Using AI.” For this tutorial, select the AI workflow builder.

In the AI interface, enter a prompt describing your automation: “When I get a new lead from Google Ads, add them in Google Sheets and Zoho CRM.” The AI will analyze your request and suggest the necessary actions. Approve the suggested workflow to proceed.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, you will receive a webhook URL from Pabbly Connect. This URL is essential for connecting your Google Ads with the platform. Copy the webhook URL and go to your Google Ads account to set up the lead form.

In your Google Ads lead form, locate the “Lead Delivery” section and find the “Webhook Integration” option. Paste the copied webhook URL here and assign a random name for the key. Click on the “Send Test Data” button to send a dummy response to Pabbly Connect. You should see a confirmation that test data has been sent.

• Copy the webhook URL from Pabbly Connect.
• Paste it in the Google Ads lead form under “Lead Delivery”.
• Click “Send Test Data” to confirm the connection.

Once the test data is sent, you can check back in Pabbly Connect to see if the data has been received correctly. This confirms that your trigger is set up successfully.

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4. Setting Up Actions in Pabbly Connect

Now that the trigger is set, it’s time to configure the actions. The first action is to add a new row in Google Sheets. In Pabbly Connect, select the action for Google Sheets and choose “Add a New Row.” You will need to connect your Google account by clicking on “Sign In with Google” and granting necessary permissions.

After connecting, select the spreadsheet you want to use (e.g., “New Leads”) and the specific sheet (e.g., “Sheet1”). Map the fields from the previous step, such as first name, last name, email, phone number, and city. This mapping allows data to flow seamlessly from Google Ads to Google Sheets.

• Select “Add a New Row” action in Google Sheets.
• Connect your Google account and select the desired spreadsheet.
• Map the fields to ensure data is transferred correctly.

Once you have mapped the fields, click “Save and Send Request” to complete the action. You should receive a successful response indicating that the data has been added to your Google Sheets.

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5. Creating a Contact in Zoho CRM via Pabbly Connect

The final step involves adding the captured lead to Zoho CRM. In Pabbly Connect, select the action for Zoho CRM and choose “Create Contact.” You will need to input your Zoho domain, which can be found in the URL of your Zoho CRM account.

Once connected, you will be prompted to map the same fields as before: first name, last name, email, and phone number. Ensure that you select the lead source as “Advertisement”. After mapping, click on “Save and Send Request” to create a new contact in Zoho CRM.

After refreshing your Zoho CRM, you should see the new contact created successfully with all the details you mapped from the Google Ads lead.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of capturing leads from Google Ads and adding them to Google Sheets and Zoho CRM. By following these steps, you can efficiently manage your leads without any manual effort.