Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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Creating Your WhatsApp Chatbot in Pabbly Chatflow

To create a WhatsApp chatbot, first access Pabbly Chatflow. This platform provides the tools needed to automate customer interactions effectively. Begin by navigating to the Pabbly Chatflow dashboard and log in with your credentials.

Once logged in, click on the “Add WhatsApp Number” option. You can choose from various methods to add your WhatsApp number. This step is crucial as it links your WhatsApp account with Pabbly Chatflow, enabling the integration process.

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Setting Up the Chatbot Trigger in Pabbly Chatflow

After adding your WhatsApp number, you need to set up the trigger for your chatbot. In Pabbly Chatflow, select the “Flows” option to start creating your chatbot. Click on the “Add Flow” button to initiate the process.

In the flow builder, name your chatbot meaningfully. Then, set up the trigger event. Choose the “Keyword or Regex Match” option from the dropdown menu. Enter keywords like “info” and “help” to ensure your chatbot activates when customers send these messages.

• Select the trigger event type.
• Add keywords for the trigger.
• Save your trigger settings.

Completing this step ensures your WhatsApp chatbot is ready to respond to customer inquiries effectively through Pabbly Chatflow.

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Designing Your Chatbot Response in Pabbly Chatflow

Now that your trigger is set, the next step is to design the response your chatbot will send. In Pabbly Chatflow, drag the “Text” button to create a welcome message. This message should greet users and guide them on how to interact with the chatbot.

After creating the welcome message, add quick reply buttons for options like “Get Information,” “Submit Inquiry,” and “Talk to Support.” This interactive feature enhances user experience and encourages engagement.

• Create a welcome message.
• Add quick reply buttons for interaction.
• Connect the buttons to their respective actions.

This setup allows your chatbot to provide users with options, streamlining their inquiries through Pabbly Chatflow.

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Handling User Queries in Pabbly Chatflow

Once your chatbot responds, it must be able to handle user queries. For each quick reply button, set up corresponding actions. For instance, if a user clicks “Get Information,” create a flow that sends detailed information about your services.

Furthermore, for the “Submit Inquiry” button, create a series of questions to gather user details like name, email, and phone number. This process helps in capturing leads effectively through Pabbly Chatflow.

By implementing these actions, your chatbot can efficiently manage user interactions, providing personalized responses based on their selections.

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Finalizing Your WhatsApp Chatbot in Pabbly Chatflow

After setting up the responses, finalize your WhatsApp chatbot by testing its functionality. Ensure that all triggers and responses work seamlessly. In Pabbly Chatflow, you can simulate user interactions to verify that the chatbot responds correctly to various inputs.

Once satisfied with the performance, publish your chatbot. This action makes it available for your customers to use. You can always return to Pabbly Chatflow to update or modify your chatbot as needed.

With a fully functional WhatsApp chatbot, you can enhance customer engagement and streamline communication effectively. This integration allows businesses to operate more efficiently and meet customer needs promptly.

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Conclusion

In this tutorial, we explored how to create a WhatsApp chatbot using Pabbly Chatflow. By following the steps outlined, you can automate customer interactions, gather inquiries, and enhance user experience. This integration not only streamlines communication but also helps in capturing valuable leads.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, navigate to its homepage by entering the URL in your browser. This is where you can create your automation workflows.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in. Pabbly Connect offers 100 free tasks every month for new users to explore its features.

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2. Setting Up the Trigger in Pabbly Connect

After logging into Pabbly Connect, head to the workflow page to set up your automation. Here, you will define the trigger that starts the workflow. In this case, we will use a website form as the trigger.

• Click on the ‘Add Trigger’ button.
• Select ‘Webhook’ as the application.
• Choose ‘Catch Webhook’ as the event.

This webhook will act as the bridge between your website form and Pabbly Connect. After selecting the webhook, you will receive a unique URL to paste into your website form code.

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3. Configuring Your Website Form with Pabbly Connect

Now, integrate the webhook URL into your website form code. This step is crucial for capturing lead information directly into Pabbly Connect.

Replace the dummy URL in your form code with the webhook URL provided by Pabbly Connect. Save the changes to your form code. Once done, submit a test lead through your form to ensure it works.

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4. Setting Up the Action in Salesforce CRM

After successfully capturing the lead through Pabbly Connect, the next step is to set up the action in Salesforce CRM. This action will create a new contact based on the lead information.

• Search for Salesforce CRM in Pabbly Connect.
• Select ‘Create Contact’ as the action event.
• Connect your Salesforce account to Pabbly Connect.

Once connected, map the fields from the webhook response to the Salesforce fields. This mapping ensures that the lead details are accurately transferred to Salesforce CRM.

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5. Testing the Integration Workflow

To finalize the setup, conduct a test to verify that the integration works smoothly. Submit another test lead through your website form and check Salesforce CRM for the new contact.

Refresh the contacts page in Salesforce to see if the lead information appears correctly. If everything is set up properly, you should see the new contact with all the mapped details from Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate your website form leads directly into Salesforce CRM using Pabbly Connect. By following these steps, you can streamline your lead management process and save time on manual data entry.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your browser and navigate to the Pabbly Connect homepage by searching for ‘pabbly.com/connect’. Here, you will find options to either sign in or sign up for a free account. Signing up allows new users to explore the software with 300 tasks every month.

If you’re an existing user, simply sign in. Once logged in, you will see the Pabbly apps window, from which you can access Pabbly Connect by clicking on “Access Now”. This action will take you to the Pabbly Connect dashboard where you can create your first workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow. Click on “Create from Scratch” or use the AI workflow builder to start. Enter a prompt describing your workflow, such as “When I get a new detail from Google Sheets, send SMS via Twilio”.

• Select the trigger as “New or Updated Spreadsheet Row” from Google Sheets.
• For Twilio, select “Send SMS Message” as the action.
• Preview the workflow and click “Approve and Create”.

After creating the workflow, you will receive a webhook URL which is essential for connecting your Google Sheets with Pabbly Connect. Copy this URL for the next steps.

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3. Setting Up Google Sheets with Pabbly Connect

To link Google Sheets with Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. Open your Google Sheets, click on “Extensions”, then “Add-ons”, and select “Get Add-ons”. Search for “Pabbly Connect Webhooks” and install it.

Once installed, refresh your Google Sheets. Click on “Extensions” again, select “Pabbly Connect Webhooks”, and choose “Initial Setup”. Here, paste the webhook URL you copied earlier and specify the trigger column, which is the final data column where new data will be added.

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4. Testing the Connection with Pabbly Connect

After setting up the initial configuration, it’s crucial to test the connection between Google Sheets and Pabbly Connect. Click on the “Send Test” button to send a test data entry. If successful, you will see a confirmation message indicating that the test data was sent.

Next, enable the “Send on Event” option in the Pabbly Connect Webhooks menu. This setting ensures that whenever a new detail is added to your Google Sheets, it will automatically trigger the workflow in Pabbly Connect and capture the response.

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5. Sending SMS via Twilio through Pabbly Connect

Now that the connection is established, you can set up Twilio to send SMS messages. In Pabbly Connect, create a new action step and input your Twilio Account SID and authorization token, which you can find in your Twilio account under “Account Info”.

In the SMS body, customize your message, incorporating dynamic variables such as the customer’s name. Use the mapping feature to automatically pull the name from the previous step’s response. Finally, click “Save and Send Request” to send a test SMS, confirming that the integration works as intended.

• Use your Twilio phone number as the sender.
• Map the recipient’s phone number from the Google Sheets data.
• Click “Save and Send Request” to send the SMS.

Upon successful sending, you will receive a confirmation message, and your SMS will be delivered to the specified number, completing the automation process.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate SMS sending from Google Sheets to Twilio. By following these steps, you can efficiently manage bulk SMS communications with your customers.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect, you need to access the platform. Open a new tab and type the URL pabbly.com/connect. This will take you to the homepage of Pabbly Connect, where you can either sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button. This allows you to create an account and enjoy 100 free tasks per month. Existing users can simply log in to their accounts. Remember, Pabbly Connect is essential for automating tasks between applications like JotForm and Airtable.

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2. Creating Workflows in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow page. This is where you will create your automation. Click on the ‘Add New Workflow’ button to start a new integration process.

• Select JotForm as your trigger application.
• Choose ‘New Response’ as the trigger event.
• Click on the ‘Connect’ button to generate a webhook URL.

This webhook URL acts as a bridge between JotForm and Pabbly Connect. Copy this URL and proceed to your JotForm account to set up the integration.

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3. Setting Up JotForm Integration

In your JotForm account, navigate to the form you wish to integrate. Click on the ‘Edit Form’ button, then go to the settings and select ‘Integrations’. Search for the ‘Webhooks’ option and paste the webhook URL you copied from Pabbly Connect.

After adding the webhook URL, click on ‘Complete Integration’. This confirms that your JotForm is now connected to Pabbly Connect and is ready to send data whenever a new response is submitted.

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4. Verifying Data Reception in Pabbly Connect

To ensure that the integration is working, submit a test response in your JotForm. Once submitted, go back to Pabbly Connect and check if it has received the data. You should see a response indicating that the data from JotForm has been captured successfully.

This step is crucial as it confirms that the connection between JotForm and Pabbly Connect is functioning properly. If the data appears, you’re ready to proceed to the next step of creating a record in Airtable.

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5. Creating Records in Airtable Using Pabbly Connect

Now that Pabbly Connect has captured the data from JotForm, it’s time to create a record in Airtable. Click on the ‘Add New Action Step’ button in your Pabbly Connect workflow and select Airtable as the action application.

• Choose ‘Create Record’ as the action event.
• Connect your Airtable account to Pabbly Connect.
• Map the fields from JotForm to Airtable.

Once the fields are mapped, click on ‘Save and Send Test Request’. This will send the data to Airtable, creating a new record automatically. You can verify this by checking your Airtable account to see if the new lead details have been added successfully.

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Conclusion

Using Pabbly Connect, you can easily automate the process of transferring leads from JotForm to Airtable without any manual effort. This integration enhances efficiency and saves time, allowing you to focus on growing your business.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Integration

To create an AI WhatsApp chatbot, start by accessing Pabbly Chatflow. If you’re an existing user, simply log into your dashboard. New users can visit pabbl.com/chartflow to sign up for a free trial.

On the Pabbly Chatflow landing page, click on the “Sign up for free” button located in the top right corner. This will allow you to create an account and explore the features of Pabbly Chatflow. After signing up, you can decide whether to purchase a subscription plan later.

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2. Adding Your WhatsApp Number in Pabbly Chatflow

Before integrating WhatsApp, ensure that your WhatsApp number is added to Pabbly Chatflow. If you haven’t done this yet, refer to the dedicated video tutorial linked in the description below.

• Open the dashboard of Pabbly Chatflow.
• Navigate to the settings to add your WhatsApp number.
• Follow the on-screen instructions to complete the process.

Once your WhatsApp number is successfully added, you can proceed to set up the AI assistant feature. This will allow you to create an interactive chatbot for your WhatsApp.

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3. Configuring the AI Assistant in Pabbly Chatflow

In this step, you will configure the AI assistant within Pabbly Chatflow. Start by selecting the AI instructions option from the left sidebar. You can choose from predefined examples or use a custom prompt to set up your chatbot’s responses.

After selecting the example or entering your custom prompt, adjust the temperature setting. This controls how creative or focused the AI responses will be. A lower temperature (e.g., 0.2) will yield more focused answers, while a higher temperature will allow for more creativity.

• Select the AI model you wish to use.
• Enter your OpenAI API key to connect the AI assistant.
• Set header and footer messages for your chatbot.

Once all settings are configured, ensure that you save your changes before proceeding to the next step.

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4. Customizing the Knowledge Source for Your Chatbot

To make your AI chatbot more effective, you need to upload a knowledge source that is unique to your business using Pabbly Chatflow. Prepare a Google Doc containing relevant information, and download it in either TXT or PDF format. It’s recommended to use TXT format as it has no page limit.

Upload the file in the designated area within Pabbly Chatflow. After successful upload, you will receive a confirmation message along with a vector ID, date, and time. This confirms that your knowledge base is ready for the AI assistant.

Next, customize the assistant interface by changing the heading, subheading, and other details from the left sidebar. Don’t forget to set the initial message that users will see when they start chatting with your AI assistant.

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5. Finalizing and Embedding Your AI Chatbot

Once your chatbot is set up, you can finalize it by toggling the switch to activate your AI assistant in Pabbly Chatflow. After saving, you can embed the chatbot on your website by copying the provided script.

When users click on the chatbot on your website, they will be redirected to WhatsApp, and the initial message you set will automatically be sent. This allows for seamless interaction between your website visitors and your WhatsApp account.

• Test the chatbot by sending a message through WhatsApp.
• Ensure the AI responds promptly to user queries.
• Adjust settings as necessary based on user feedback.

With these steps, your AI WhatsApp chatbot is ready to assist users effectively. You can also assign the chatbot to multiple contacts through the inbox settings for broader reach.

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Conclusion

In this tutorial, we demonstrated how to create an AI WhatsApp chatbot using Pabbly Chatflow. Following these steps will enable you to enhance user engagement and streamline communication through WhatsApp.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Facebook Integration

To start automating your Facebook posts, you need to access Pabbly Connect. Open a new tab and type the URL pabbly.com/connect to reach the homepage. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on “Sign Up Free” to create an account. This will give you access to 100 free tasks every month, allowing you to explore the capabilities of Pabbly Connect. Existing users can simply click on “Sign In” to access their accounts.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow page. This is where you will set up the automation process for your Facebook posts. The first step is to add a trigger, which defines the event that will start your workflow.

• Search for “Facebook Pages” as your trigger app.
• Select the event as “New Post” to initiate the workflow.
• Click on the “Connect” button to establish a connection.

After selecting your trigger, you will be prompted to connect your Facebook account. Ensure you are logged in to make this process smoother. Choose the Facebook page you want to use for posting, and set the response format to simple. Click on “Save and Send Test Request” to move forward.

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3. Testing the Trigger in Pabbly Connect

With your trigger set up, it’s time to test it. Create a new post on your selected Facebook page. Add a description and an image, then publish the post. This action will trigger the workflow you configured in Pabbly Connect.

Go back to Pabbly Connect and check for the response. You should see a notification indicating that the post details have been fetched successfully. This response will include the page name, media link, and description of your post.

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4. Setting the Action App in Pabbly Connect

Next, you need to set up the action app in Pabbly Connect. This is the application where the task will be performed. In this case, you will again select “Facebook Pages” as your action app.

• Choose the event as “Create Page Photo Post”.
• Select the existing connection you previously established.
• Map the photo URL and description from the previous step.

After mapping the necessary fields, click on “Save and Send Test Request” to add the post to another Facebook page. Check the selected page to confirm that the post has been successfully added.

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5. Automating Posts to Multiple Facebook Pages

To enhance your social media presence, you can automate posts to multiple Facebook pages using Pabbly Connect. Repeat the previous steps for each Facebook page you want to add.

For each new page, simply select the action app, map the photo URL and description, and send the test request. This will ensure that your post is shared across all selected Facebook pages automatically.

By using Pabbly Connect, you can streamline your social media management, saving time and effort while maximizing your reach.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate Facebook posts across multiple pages. By following the steps outlined, you can efficiently manage your social media presence with ease. Start using Pabbly Connect today for seamless automation!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To start sending bulk WhatsApp messages for your summer sale, first, access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

Once there, you can either sign in or sign up for a free account. If you’re a new user, signing up is straightforward. You’ll receive 100 free credits each month, allowing you to test Pabbly Connect’s features. This setup enables you to send up to 100 WhatsApp messages without any cost.

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2. Creating a Message Template in Pabbly Connect

After logging into your Pabbly Connect dashboard, the next step is to create a message template. This template will be the basis for your bulk WhatsApp messages.

To create a new template, click on the ‘Add Template’ button. You will be taken to a new template page where you can specify the following:

• Select the category for your template, such as marketing.
• Name your template based on your requirements.
• Choose the language for the message.
• Select the variable type (e.g., name or number).

After entering these details, click ‘Submit’ to create your template. The template will be submitted for approval by Meta before you can use it for sending messages.

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3. Setting Up a Broadcast in Pabbly Connect

Once your template is approved, you can set up a broadcast to send bulk messages. In your Pabbly Connect dashboard, navigate to the ‘Broadcast’ section and click ‘Add Broadcast’.

Here, you will need to fill in the broadcast details:

• Choose the broadcast type, such as ‘Broadcast Campaign’.
• Name your broadcast (e.g., “Summer Sale”).
• Select the contact list containing your customers’ phone numbers.

After filling in these details, select the message type as the pre-approved template you created earlier. This will ensure the correct message is sent to your contacts.

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4. Testing and Scheduling Your Broadcast

Before sending your broadcast, it’s essential to test it. In Pabbly Connect, you can add a test number to see how the message will appear to your customers.

After testing, you have the option to send the broadcast immediately or schedule it for later. If you choose to schedule, select the date and time you wish the messages to be sent.

For example, you might schedule your broadcast for a specific date next week at 12:00 PM. Once scheduled, Pabbly Connect will handle sending the messages automatically at the specified time, ensuring your customers are notified about the summer sale.

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5. Conclusion: Sending Bulk WhatsApp Messages with Pabbly Connect

Using Pabbly Connect to send bulk WhatsApp messages is an efficient way to promote your summer sale. By following these steps, you can reach all your customers without the risk of being banned by WhatsApp.

This method is safe, straightforward, and requires no coding skills. Automate your WhatsApp messaging with Pabbly Connect and enjoy the benefits of increased customer engagement during your summer sale.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Google Ads with your CRM, the first step is accessing Pabbly Connect. You can easily do this by typing pabby.com in your browser. Once on the site, sign in to your account using the “Sign In” option if you are an existing user.

If you are new, you can sign up for free and get 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard where you can create workflows to automate tasks. This platform is essential for connecting Google Ads with your CRM.

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2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and name it “Automatically Send Google Ads Leads to Go High Level CRM.” Select the appropriate folder for organization.

• Click on the “Create” button to initiate the workflow.
• This step sets up the trigger application for your workflow.

Once the workflow is created, you will see a prompt to add a trigger application. This is crucial as it activates the workflow whenever a new lead is captured from Google Ads through Pabbly Connect.

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3. Setting Google Ads as the Trigger Application

In this step, select Google Ads as your trigger application in Pabbly Connect. Choose the trigger event as “Lead Form Entry” and click on “Connect” to establish the connection.

To finalize the connection, you will receive a webhook URL from Pabbly Connect. This URL is essential as it acts as a bridge between Google Ads and Pabbly Connect. Copy this URL and navigate to your Google Ads account to set it up in your lead form settings.

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4. Configuring Google Ads to Use the Webhook URL

In your Google Ads account, go to the campaign settings and find the lead form section. Here, paste the webhook URL you copied from Pabbly Connect into the leads delivery option.

• Ensure all required fields are selected, including name, email, and phone number.
• Click on “Send Test” to confirm that the connection is established.

Once the test data is sent, return to Pabbly Connect to verify that the data has been received correctly. This confirms that your setup is functioning as intended, allowing leads from Google Ads to flow into your CRM automatically.

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5. Adding Action Step to Send Leads to CRM

After confirming the trigger setup, the next step involves adding an action to send the lead data to your CRM. In Pabbly Connect, select “Lead Connector V2” as your action application and choose “Create Contact” as the action event.

Map the necessary fields to ensure that the lead details from Google Ads are correctly populated in your CRM. This mapping is crucial for maintaining dynamic data transfer, ensuring that each new lead is accurately recorded without manual input.

Finally, click “Save and Send Test Request” to execute the workflow. Check your CRM to confirm that the contact has been created successfully. This completes the integration process, demonstrating how Pabbly Connect facilitates seamless lead management between Google Ads and your CRM.

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Conclusion

In this tutorial, we explored how to utilize Pabbly Connect to integrate Google Ads with your CRM effortlessly. By following these steps, you can automate lead capturing and ensure efficient data management.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Invoice Automation

To start automating invoice creation and sending emails, you need to access Pabbly Connect. Open your browser and type the URL for Pabbly Connect. This will direct you to the homepage where you can either sign in or sign up.

If you’re a new user, click on the ‘Sign Up Free’ option. This allows you to explore Pabbly Connect with 100 free tasks monthly. Existing users can click on ‘Sign In’ to access their accounts. This setup is crucial for automating your business processes.

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2. Setting Up Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow page. Here, you will create a new workflow to automate the invoice process. Start by selecting Shopify as your trigger application.

• Choose the ‘New Order’ event as your trigger.
• Click on the ‘Connect’ button to generate a Webhook URL.
• Copy the Webhook URL to use in your Shopify settings.

This Webhook URL acts as a bridge between your Shopify store and Pabbly Connect. Ensure you save this URL for later setup in Shopify.

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3. Configuring the Shopify Webhook

Now that you have your Webhook URL, head to your Shopify account. Navigate to the ‘Settings’ section and select ‘Notifications’. Here, you will set up the Webhook to trigger on new orders.

• Select ‘Webhooks’ and click on ‘Create Webhook’.
• Choose ‘Order Creation’ as the event type.
• Paste the Webhook URL you copied from Pabbly Connect.

After saving, return to Pabbly Connect to check if the status changes to waiting for a Webhook response. This confirms that your Shopify store is linked with Pabbly Connect.

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4. Creating Invoices with Zero via Pabbly Connect

After setting up your Shopify Webhook, you will now create an invoice using Zero as your action app in Pabbly Connect. Select Zero and choose ‘Create Invoice’ as the event.

Click on ‘Connect’ to build a new connection. After allowing access, you will see various fields for invoice details. Use the mapping feature to dynamically fill in customer information from Shopify.

• Select the organization and invoice type.
• Map the customer’s name and email from the Shopify response.
• Fill in line items and tax details.

Once all fields are mapped correctly, click ‘Save and Send Test Request’. This will create an invoice in Zero, confirming the integration is successful.

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5. Sending Invoices via Gmail through Pabbly Connect

Finally, to send the generated invoice to customers, select Gmail as your action app in Pabbly Connect. Choose ‘Send Email’ as the event. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

Fill in the required fields including the sender’s name and email. Use mapping to add the recipient’s email and include the invoice URL from the previous step.

• Enter a subject line for the email.
• Compose the body of the email, mapping necessary details.
• Attach the invoice URL for the customer to access.

After completing these fields, click ‘Save and Send Test Request’. This will send the email to the customer, completing the automation process.

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Conclusion

This tutorial demonstrated how to automate invoice creation and email sending using Pabbly Connect with Shopify and Gmail. By following these steps, you can enhance your business efficiency and improve customer experience.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Your Automation

To begin integrating Google Ads with Pipe Drive CRM, you first need to access Pabbly Connect. Open your browser and navigate to pabby.com/connect. This platform is essential for automating the process of adding leads from Google Ads to Pipe Drive.

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 get 100 free tasks each month. Existing users can simply sign in to their accounts. If you’re planning to purchase a subscription, remember to use the discount code provided in the video for savings.

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2. Create a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will see the dashboard. Here, you can create a new workflow by selecting “Create from Scratch” or using the AI Workflow Builder. For this integration, we will use the AI option for simplicity.

In the AI Workflow Builder, input your automation prompt: “When a new lead comes in from Google Ads, add it to Pipe Drive CRM”. The AI will analyze your request and prompt you to select the Google Ads trigger. Choose “New Lead Form Entry” and for Pipe Drive, select “Create a Person”. After reviewing the workflow preview, click on “Approve and Create”.

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3. Set Up the Trigger with Google Ads

After creating your workflow in Pabbly Connect, the next step is to set up the trigger. You will receive a webhook URL that is crucial for connecting Google Ads to Pabbly Connect. Copy this URL, as it will be needed in your Google Ads account.

Log into your Google Ads account and navigate to the lead form you have created. Under the lead delivery section, find the option for webhook integration. Paste the copied webhook URL into the designated field and name it as “test”. Select the option to send test data, which will send dummy details to Pabbly Connect for verification.

• Copy the webhook URL from Pabbly Connect.
• Paste it into the webhook integration field in Google Ads.
• Send test data to verify the connection.

After sending the test data, check back in Pabbly Connect to confirm that the test data has been received successfully. This step ensures that your trigger is set up correctly and ready to capture live leads.

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4. Add New Leads to Pipe Drive CRM

With the trigger set up, the next task is to configure the action that adds the new leads to Pipe Drive CRM using Pabbly Connect. You will now select Pipe Drive as the action app and choose “Create a Person” as the action event.

For this step, you will need an API token from your Pipe Drive account. Navigate to your Pipe Drive profile, select personal preferences, and copy your API token. Paste this token into Pabbly Connect to establish the connection.

• Select Pipe Drive as the action app.
• Choose “Create a Person” as the action event.
• Enter your API token to connect to Pipe Drive.

After entering the API token, you will map the fields from the Google Ads lead to the corresponding fields in Pipe Drive. This mapping allows for automatic updates with new lead information each time a lead is generated.

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5. Finalize the Automation Process

After setting up the mapping in Pabbly Connect, click on “Save and Send Request” to complete the process. You should receive a successful response indicating that a new person has been created in your Pipe Drive account.

To verify, log into your Pipe Drive account and check the contacts. You should see the newly created contact with the details from the Google Ads lead. This automation allows you to efficiently manage leads without manual entry, streamlining your workflow significantly.

In summary, you have successfully integrated Google Ads with Pipe Drive CRM using Pabbly Connect. This process not only saves time but also ensures that no leads are missed, allowing for better follow-up and management of potential clients.

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Conclusion

This tutorial demonstrates how to automate the integration of Google Ads leads into Pipe Drive CRM using Pabbly Connect. By following these steps, you can enhance your lead management process efficiently.