Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, first access the platform by visiting pabbl.com/connect. If you’re a new user, click on the “Sign Up for Free” option in the top right corner. This will allow you to create an account and get 100 free tasks each month to test the automation features.

If you are an existing user, simply log in to your dashboard. Once logged in, you will be ready to create automations using the AI workflow feature of Pabbly Connect. This feature simplifies the automation process by allowing you to describe your desired workflow in plain language.

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2. Creating Workflows Using AI in Pabbly Connect

The AI workflow feature in Pabbly Connect is designed to make automation easier. Instead of manually selecting triggers and actions, you can simply type out your automation request. For example, you can write, “When I receive a new Shopify order, send a message on Slack.” The AI will automatically generate the necessary workflow structure for you.

• Type the automation description directly into the AI workflow builder.
• Select the recommended trigger and action from the suggestions provided by the AI.
• Review the generated workflow and make any necessary adjustments.

This feature is particularly beneficial for beginners who may find the traditional setup process complex. By using Pabbly Connect, you can quickly create workflows without needing extensive technical knowledge.

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3. Exploring Applications with Pabbly Connect

Pabbly Connect allows you to explore various applications that can be integrated into your workflows. If you’re unsure which applications to use, you can ask the AI for suggestions. For instance, you can inquire about available email automation apps or CRM options supported by Pabbly Connect.

To explore, simply type a question like “What apps are available for email automation?” The AI will respond with a list of popular email apps that you can integrate using Pabbly Connect. This feature helps you discover automation possibilities that you may not have considered before.

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4. Setting Triggers and Actions in Pabbly Connect

Once you have identified the applications you want to integrate, the next step is to set up triggers and actions. For example, if you want to automate a workflow between Shopify and Slack, you can type, “When a new order is received on Shopify, send a message on Slack.” The AI will guide you through selecting the appropriate trigger and action.

• Choose the specific Shopify trigger, such as “New Order.”
• Select the Slack action, like “Send Channel Message.”
• Review the workflow setup and click “Approve and Create” to finalize.

After confirming your selections, Pabbly Connect will create the workflow, allowing you to connect Shopify and Slack seamlessly. This makes the process much faster and efficient, especially for those new to automation.

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5. Benefits of Using the AI Workflow Builder in Pabbly Connect

The AI workflow builder in Pabbly Connect offers numerous advantages. It simplifies the automation process by allowing users to describe their desired workflows in plain language. This is especially useful for beginners who may struggle with traditional automation setups.

Additionally, the AI helps users discover automation opportunities they might not have considered. By leveraging the capabilities of Pabbly Connect, you can streamline your workflows and enhance productivity significantly. This feature not only saves time but also empowers users to automate tasks effectively.

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Conclusion

In summary, using Pabbly Connect for integrating applications like Shopify and Slack is straightforward and efficient. The AI workflow feature simplifies the process, making automation accessible for everyone. Discover the power of Pabbly Connect today and enhance your productivity with seamless integrations.

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1. Access Pabbly Connect for Lead Management

To automate your lead management system, start by accessing Pabbly Connect. Navigate to the Pabbly website and click on the ‘Sign Up Free’ button if you are a new user. This gives you access to 100 free tasks monthly, allowing you to explore automation capabilities.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can create folders to organize your workflows. Click on the ‘Create Workflow’ button to initiate your lead management system setup.

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2. Create a New Workflow in Pabbly Connect

In Pabbly Connect, you can create your workflow either from scratch or by using AI. For this tutorial, click on ‘Create Using AI’. Enter the title and use case, such as “Auto-create Airtable records from forms”.

After entering your title, you will see the structure of your workflow being generated. The first step is selecting the trigger from Google Forms. Choose “New Response Received” as your trigger. Next, select “Create Record” for Airtable as your action step.

• Select “Send Email” as the Gmail action.
• Click on “Approve and Create” to finalize the workflow setup.

This establishes the basic structure of your workflow, which you can now customize further in Pabbly Connect.

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3. Integrate Google Forms with Pabbly Connect

Next, you will integrate Google Forms with Pabbly Connect. Open your Google Form and click on the “Connect” button within the Pabbly interface. This will create a connection between your Google Forms and Pabbly Connect.

After successfully connecting, you will receive a webhook URL. Copy this URL and go back to your Google Form. Click on “Responses”, then “View in Sheets” to link your form to a Google Sheet.

• If not linked, choose “Link to Sheet” to create a new spreadsheet.
• Select your existing spreadsheet and click “Select”.

This integration ensures that every new response in the Google Form is automatically sent to your Google Sheet, which Pabbly Connect will then capture as a new response.

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4. Set Up Airtable Integration in Pabbly Connect

To create a record in Airtable, navigate to the Airtable action step in Pabbly Connect. Click “Connect” to establish a connection with your Airtable account. If prompted, grant access to allow Pabbly Connect to manage your Airtable data.

Once connected, select your base and table within Airtable where you want to store the data. You’ll need to fill in the required fields using mapping to ensure dynamic data transfer. For example, map fields like name, email, and subscription plan from the Google Form response.

• Use the slash button to select values from the dropdown.
• Ensure all fields are mapped correctly before saving.

Click on “Save and Send Test Request” to confirm that the record has been created successfully in Airtable. This integration is crucial for maintaining an organized lead management system.

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5. Send Confirmation Email via Gmail

Finally, set up the Gmail action in Pabbly Connect to send a confirmation email to the user. Click on the “Connect” button to establish a new connection with your Gmail account.

Fill in the details for the email, including sender name and email address. For the recipient’s email address, map the email field from the Google Form submission. Enter a subject like “Your Subscription is Confirmed” and customize the email content as needed.

• Map customer details into the email content for personalization.
• Click on “Save and Send Test Request” to send a test email.

Once the email is sent successfully, your lead management system is fully automated. Now, every time a new customer fills out the form, their details will be captured in Airtable, and they will receive a confirmation email, all thanks to Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate your lead management system using Pabbly Connect. By integrating Google Forms, Airtable, and Gmail, you can ensure timely follow-ups and organized management of leads. This streamlined process enhances customer communication and improves your overall efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To create an AI agent using Pabbly Connect, first visit the Pabbly Chatflow website. You can do this by entering the URL www.pabbly.com/chatflow in your browser. This platform is essential for automating responses to customer queries on WhatsApp.

Once on the website, you need to sign in or sign up for an account. If you’re a new user, you can click on “Sign up for free” to get 100 credits monthly. Existing users should click on “Sign in”. After logging in, you will access the Pabbly apps dashboard where you can select Pabbly Connect.

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2. Setting Up Your WhatsApp Chatbot with Pabbly Connect

After accessing Pabbly Connect, navigate to the AI Assistant section. This is where you will create your WhatsApp chatbot. Click on “Add WhatsApp Number” to connect your WhatsApp account. You can choose to connect via WhatsApp Connect or use a manual token.

• Select the preferred method to connect your WhatsApp number.
• Follow the prompts to complete the connection process.
• Make sure your WhatsApp number is verified to avoid any issues.

Once connected, navigate to the AI Assistant settings to create your chatbot. Here, you can define the assistant’s name and select the instruction type. This is crucial for ensuring that your AI agent can respond accurately to customer inquiries.

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3. Configuring Your AI Agent in Pabbly Connect

In this section, you will configure your AI agent using Pabbly Connect. Start by naming your AI agent, for example, “Sports Hall Bookings”. Then, select the instruction type as AI agent. This allows your bot to respond automatically to customer queries.

Next, set the temperature for AI responses. A setting of 0 means focused responses, while 1 allows for more creative replies. For this tutorial, set it to 0.7 for balanced responses. Ensure you choose OpenAI as the AI to use and select the appropriate model. You will also need to enter your OpenAI API key, which you can generate from the OpenAI dashboard.

• Generate a new API key from OpenAI.
• Paste the API key into the designated field in Pabbly Connect.
• Save the settings to ensure your configurations are applied.

Finally, you can set up fallback messages and stop keywords that allow users to halt the AI responses when needed. This is vital for user satisfaction and ensuring that customers can reach human support if required.

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4. Creating a Knowledge Base for Your AI Agent

To enhance your AI agent’s performance, you need to create a comprehensive knowledge base. This is done by uploading relevant documents that contain information about your services. Use Pabbly Connect to upload a PDF or document that includes details like pricing, services offered, and policies.

For instance, include information on badminton court costs, booking policies, and service descriptions. This knowledge base will help your AI agent provide accurate and detailed responses to customer inquiries.

• Prepare a document with all relevant information about your services.
• Upload the document through the Pabbly Connect interface.
• Ensure the document is clear and well-organized to facilitate easy access to information.

Once the document is uploaded, your AI agent will be able to reference this information when responding to customer queries, enhancing the overall user experience.

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5. Deploying and Assigning Your AI Agent

After setting up your AI agent in Pabbly Connect, the next step is to deploy it. You can assign your AI assistant to specific groups or contacts in your WhatsApp. This ensures that the right customers receive automated responses.

To do this, navigate to the inbox settings in Pabbly Connect. Here, you can enable AI auto-reply settings and assign your AI assistant to specific lists or all contacts. This is a crucial step for ensuring that your AI agent can handle incoming queries efficiently.

• Select the AI assistant you created from the dropdown menu.
• Choose whether to assign it to a specific group or all contacts.
• Save your settings to activate the AI assistant.

By following these steps, you will have successfully deployed your AI agent, enabling it to respond to customer queries on WhatsApp automatically.

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Conclusion

Using Pabbly Connect, you can create an efficient AI agent for WhatsApp that automates customer responses. This tutorial detailed the steps to access, configure, and deploy your AI agent effectively, enhancing customer interaction.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start automating your reporting system, you need to access Pabbly Connect. First, open a new tab and search for pabbly.com/connect. You will be directed to the landing page of Pabbly Connect.

Here, you will find options to either sign in or sign up. If you are new, click on the “Sign Up Free” button to create your account. New users receive 100 free tasks per month, allowing you to explore Pabbly Connect’s capabilities without any cost.

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2. Creating Your Workflow in Pabbly Connect

Once logged in, click on the “Access Now” button for Pabbly Connect. This will take you to the dashboard. From the dashboard, click on the “Create Workflow” button to start building your automation.

• Select “Create Using AI” to utilize Pabbly Connect’s AI features.
• Describe your workflow, such as “Generate and Send Business Report Automatically”.
• Choose the trigger event as “New or Updated Spreadsheet Row” from Google Sheets.

After setting the trigger, approve and create the workflow. This step is crucial as it lays the foundation for the automation process using Pabbly Connect.

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3. Integrating Google Sheets with Pabbly Connect

Next, you need to integrate Google Sheets with Pabbly Connect. Click on the Google Sheets application within your workflow. You will be prompted to connect your Google account.

• Copy the webhook URL provided by Pabbly Connect.
• Open Google Sheets, go to Extensions, then Add-ons, and select Get Add-ons.
• Search for Pabbly Connect Webhook and install it.

After installation, set up the webhook by pasting the copied URL and selecting the last column as your trigger column. This setup ensures that any new data added to the Google Sheet will trigger the automation through Pabbly Connect.

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4. Connecting OpenAI to Generate Reports

After Google Sheets, you will connect OpenAI to your workflow. Click on the OpenAI application in Pabbly Connect and select “Add New Connection”. You will need your OpenAI access token, which you can generate from the OpenAI platform.

• Create a new secret key in OpenAI and copy it.
• Paste the key into Pabbly Connect and save the connection.
• Set the AI model to GPT 5.2 and enter your prompt for generating reports.

This integration allows Pabbly Connect to send data from Google Sheets to OpenAI, which will generate structured business reports based on the data received.

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5. Sending the Generated Report via Gmail

The final step is to send the generated report through Gmail. Click on the Gmail application in your workflow and connect your account. Select “Add New Connection” and sign in using your Google account.

• Fill in the sender name as “Daily Report Automation”.
• Map the recipient’s email address to send the report.
• Set the email subject and body, including the report generated by OpenAI.

After saving the email settings, the workflow is complete. Now, every time a new row is added in Google Sheets, Pabbly Connect will trigger the process, generate a report via OpenAI, and send it through Gmail, saving you valuable time.

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Conclusion

By following this tutorial, you can automate your reporting process using Pabbly Connect, Google Sheets, OpenAI, and Gmail. This integration not only saves time but also ensures your team receives timely insights for better decision-making.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To begin automating birthday wishes, access Pabbly Connect by visiting pably.com. This platform is essential for integrating various applications, including Google Sheets and WhatsApp.

Once on the site, sign in to your existing account or create a new account to explore the features. Pabbly Connect allows you to create workflows that automate tasks seamlessly.

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2. Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow by clicking on the “Create Workflow” button. This action will open the workflow builder, where you can choose between the new beta version or the classic version.

For this tutorial, select the new beta version and name your workflow “Automate Birthday Wishes on WhatsApp from Google Sheets.” Choose the appropriate folder for your workflow, such as “WhatsApp Automations.” Now, let’s set up the trigger application.

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3. Set Up Trigger with Pabbly Connect

The next step is to set the trigger for your workflow. In this case, we will use the “Schedule by Pabbly” feature to run the workflow daily. This ensures that the workflow checks for employee birthdays every day automatically.

To set this up, select “Schedule Workflow” in the trigger event and connect it. Specify that the workflow should run every day at a chosen time, for example, 11 a.m. Make sure to save your settings to activate the trigger.

• Select “Schedule by Pabbly” as the trigger application.
• Set the trigger event to “Schedule Workflow”.
• Choose the frequency to run the workflow daily.

Once the trigger is set, your workflow will automatically check for birthdays every day at the specified time.

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4. Search for Employee Birthdays in Google Sheets

Now that your trigger is set, the next step is to search for employee birthdays stored in a Google Sheets spreadsheet. Use the “Google Sheets” action step to look up the relevant data.

To do this, select “Lookup Spreadsheet Rows” as your action event. Connect your Google account and choose the spreadsheet containing employee information. Map the necessary fields, such as the date of birth and phone number, to ensure accurate data retrieval.

• Select your Google Sheets spreadsheet named “Employee Info”.
• Map the date of birth column to search for matching records.
• Ensure the lookup value is dynamic by using mapping instead of static values.

By completing these steps, your workflow will successfully retrieve employee birthdays from Google Sheets.

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5. Send WhatsApp Messages Using Pabbly Chatflow

Finally, to send personalized birthday wishes, integrate Pabbly Chatflow with your workflow. Add a new action step and select “Send Template Message” as your action event.

Connect to Pabbly Chatflow by providing your API token, which can be found in the settings of Pabbly Chatflow. After connecting, enter the recipient’s phone number and select the template you created for birthday wishes.

• Select the appropriate template that includes personalized variables.
• Map the recipient’s phone number from the previous steps.
• Test the message to ensure successful delivery.

By following these steps, your workflow will automatically send birthday wishes via WhatsApp to employees, making their day special.

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Conclusion

In this tutorial, we explored how to automate birthday wishes using Pabbly Connect with Google Sheets and Pabbly Chatflow. By setting up a daily trigger, searching for birthdays, and sending personalized messages, you can enhance employee engagement effortlessly.

Watch Step By Step Video Tutorial Below

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1. Creating an AI Assistant Using Pabbly Connect

To create an AI assistant, you first need to access Pabbly Connect. This platform allows you to automate customer support seamlessly. Start by navigating to the Pabbly Chatflow homepage and either sign in or sign up for a free account.

Once logged in, you will have access to the AI assistant setup. Follow these steps to create your assistant:

• Go to the AI assistant section in Pabbly Chatflow.
• Click on “Create New Assistant” and provide a name.
• Set the instruction type as “AI Agent”.

After naming your assistant, configure the settings to tailor its responses to customer queries. This is where Pabbly Connect shines, allowing you to customize your assistant’s behavior based on your business needs.

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2. Integrating WhatsApp with Pabbly Connect

After setting up your AI assistant, the next step is to integrate WhatsApp using Pabbly Connect. This integration enables your assistant to interact with customers through WhatsApp, providing real-time support.

To integrate WhatsApp, follow these steps:

• Navigate to the settings in Pabbly Chatflow.
• Add your WhatsApp number to the integration settings.
• Save the changes and confirm the connection.

This integration allows your AI assistant to receive and respond to customer inquiries via WhatsApp, enhancing customer engagement and support efficiency through Pabbly Connect.

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3. Creating a Knowledge Base for Your AI Assistant

A knowledge base is crucial for your AI assistant to provide accurate responses. Using Pabbly Connect, you can upload essential business information that the assistant will use to answer customer queries effectively.

To create your knowledge base, follow these steps:

• Compile documents detailing your services, products, and FAQs.
• Upload the knowledge base file in TXT or PDF format to Pabbly Chatflow.
• Ensure the content is clear and concise to avoid confusion.

Once your knowledge base is established, your AI assistant can leverage this information to provide accurate answers, making customer interactions smoother and more efficient through Pabbly Connect.

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4. Configuring Your AI Assistant Settings

Configuring your AI assistant settings is essential for optimizing its performance. With Pabbly Connect, you can adjust various parameters to enhance the assistant’s capabilities.

Here’s how to configure the settings:

• Set the temperature to control the creativity of responses.
• Choose the appropriate AI model, such as GPT-4.1.
• Add API keys for OpenAI to ensure proper functionality.

These configurations allow your AI assistant to respond accurately and efficiently, ensuring a high level of customer satisfaction through Pabbly Connect.

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5. Enabling Your AI Assistant for Customer Interactions

Finally, enabling your AI assistant is crucial for it to start interacting with customers. Using Pabbly Connect, you can activate the assistant for all contacts or specific chats.

To enable your AI assistant, follow these steps:

• Go to the inbox settings in Pabbly Chatflow.
• Enable AI auto replies for your contact list.
• Select the specific AI assistant you wish to activate.

After enabling the assistant, it will automatically respond to customer inquiries, providing support around the clock and freeing up your time to focus on other business aspects through Pabbly Connect.

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Conclusion

In this tutorial, we’ve covered how to create an AI assistant using Pabbly Connect, integrate it with WhatsApp, and set up a knowledge base. This automation enhances customer support efficiency and satisfaction.

By leveraging Pabbly Connect, you can ensure that your AI assistant is always ready to assist customers, allowing your business to thrive.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the Pabbly website. If you’re a new user, sign up for a free account to explore its features.

Once logged in, you can navigate to the workflow builder. This is where you will create your automation to integrate Open and Let with the necessary applications.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure a trigger in Pabbly Connect that initiates the automation process. Click on the “Add Trigger” button and select the application to trigger the workflow.

• Choose the application type as Typeform.
• Select the event as “New Entry” to capture form submissions.
• Connect your Typeform account by clicking “Connect”.

After connecting, select the specific form you want to use for this integration. This is crucial for ensuring that the right data flows into your system.

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3. Capturing the Webhook Response

After setting up the trigger, Pabbly Connect will wait for a webhook response. To capture this, fill out the Typeform you selected earlier. This step ensures that the data submitted is received by Pabbly.

Once the form is filled and submitted, return to Pabbly Connect to verify that the webhook response has been successfully captured. This confirms that the integration is working as intended.

• Go to the Typeform share link and fill in the required fields.
• Submit the form to generate a response.
• Check Pabbly Connect for the captured response.

With the response captured, you can now proceed to grant course access to the new user.

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4. Enrolling Students Using Pabbly Connect

Next, you’ll add an action step in Pabbly Connect to enroll the student in your course platform. Click on “Add New Action Step” and select your course management application.

For this example, we will use the Heights platform. Choose the event as “Enroll Student” and connect your Heights account by providing the necessary API token and subdomain.

• Retrieve the API token from your Heights account settings.
• Copy the subdomain from the Heights platform URL.
• Map the student’s name and email to the corresponding fields in Pabbly Connect.

Once all fields are mapped correctly, save and send a test request to ensure that the integration works smoothly.

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5. Verifying the Integration Process

After setting up the action step, it’s time to verify that the integration between Open and Let via Pabbly Connect is functioning correctly. Go to your Heights platform and check the student list.

If everything is set up correctly, you should see the new student added almost instantly after form submission. This confirms that the automation is working as intended, saving you time and effort.

By using Pabbly Connect, you can automate the entire process of enrolling students, ensuring efficient management of course registrations.

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Conclusion

This tutorial has guided you through the process of integrating Open and Let using Pabbly Connect. With this setup, you can automate student enrollments efficiently, saving time and ensuring seamless course management.

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1. Accessing Pabbly Connect for Integration

To start integrating Pabbly, WBook, and Shopaiff, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. This will take you to the Pabbly Connect homepage where you can sign in or create a free account.

New users can click on the ‘Sign Up Free’ button to get 300 free tasks every month. Existing users can simply sign in. Once you’re logged in, you will see all Pabbly applications, including Pabbly Connect. Click on ‘Access Now’ to enter the dashboard.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on ‘Create from Scratch’ to start building your automation. You will be presented with options for workflow builders. Choose the Beta version for a modern experience.

• Select a name for your workflow, such as “Automatically Add Payment Details to Notion”.
• Choose the appropriate folder for your workflow.

Once your workflow is named, you will need to set up the trigger and action. The trigger will be when a new payment is received through your Shopify store, which will be connected via WBook.

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3. Setting Up the Trigger with WBook

The next step in using Pabbly Connect is to set up the trigger for your workflow. Select ‘Shopify’ as the app and choose ‘New Order’ as the event. This indicates that every time a new order is placed, a trigger will initiate.

After selecting the event, you will receive a WBook URL. This URL is crucial as it connects your Shopify account to Pabbly Connect. Copy this URL and navigate to your Shopify account.

• Go to Settings in Shopify, then Notifications.
• Add a new Webhook using the copied WBook URL.

Configure the Webhook to trigger on order creation, ensuring it uses the JSON format. Save the settings to complete this step.

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4. Testing the Connection with Pabbly Connect

To ensure everything is set up correctly, you need to test the connection using Pabbly Connect. Start by placing a test order on your Shopify store. This will generate a new order that should trigger the workflow.

Once the test order is placed, return to Pabbly Connect and check for a response. If everything is configured correctly, you should see the order details displayed in the response section of your workflow.

This confirms that the connection between Shopify and Pabbly Connect is successful, and the trigger is functioning as intended.

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5. Adding Action Step to Store Payment Details

Now that the trigger has been successfully set, you will need to add an action step in Pabbly Connect. Choose Notion as the action application and select ‘Create Database Item’ as the event.

Map the fields from the order details to your Notion database. This includes order ID, customer email, product name, and total amount. This mapping ensures that every new order automatically updates your Notion database without manual entry.

• Map the order ID to the corresponding field in Notion.
• Add customer details such as name and email.

After mapping all necessary fields, save the action step. This completes the automation setup, allowing you to seamlessly manage orders from Shopify in your Notion database.

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Conclusion

In this tutorial, we demonstrated how to integrate Pabbly, WBook, and Shopaiff using Pabbly Connect. By following these steps, you can automate the process of capturing payment details and storing them in Notion, enhancing your e-commerce efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start integrating Google Ads with Salesforce, you first need to access Pabbly Connect. Open your browser and navigate to pabbl.com/connect. If you’re a new user, click on the “sign up for free” option in the top right corner.

Once registered, you will receive 100 free tasks every month, allowing you to test the capabilities of Pabbly Connect. This is an excellent opportunity to explore how to automate lead entry into Salesforce.

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2. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the trigger is essential for starting your automation. Click on “Add Trigger” and select Google Ads as your application. For the event, choose “New Lead Form Entry” and click on “Connect”.

• Select Google Ads as the trigger application.
• Choose the event “New Lead Form Entry”.
• Connect to your Google Ads account.

After connecting, copy the Weber URL provided by Pabbly Connect. This URL will be used to link your Google Ads lead form with the automation.

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3. Configuring Google Ads to Send Leads

Next, navigate to your Google Ads campaign and locate the lead delivery section. Paste the Weber URL you copied from Pabbly Connect into the designated field. This step ensures that lead data is sent to Pabbly Connect.

• Open the lead delivery option in Google Ads.
• Paste the Weber URL from Pabbly Connect.
• Send test data to ensure the connection is working.

Once the test data is sent successfully, return to Pabbly Connect. You will see that it has captured the response, indicating that the integration is working correctly.

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4. Setting Up the Action to Create Salesforce Contacts

Now, it’s time to set up the action in Pabbly Connect. Click on “Add New Action Step” and select Salesforce as the action application. Choose “Create Contact” as the event and click on “Connect”.

If you have previously connected Salesforce to Pabbly Connect, you can select the existing connection. Otherwise, create a new connection by logging into your Salesforce account and granting the necessary permissions.

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5. Mapping Data for Dynamic Lead Entry

Mapping is a crucial step in Pabbly Connect that allows you to insert data from the previous step dynamically. When prompted, map the fields such as first name, last name, email, and phone number from the lead data.

To map the data, simply type a slash and search for the field you wish to map. This ensures that every new lead captured will automatically populate the Salesforce contact fields accurately.

After mapping the required fields, click on “Save and Send Test Request”. A positive response will confirm that the contact has been created in Salesforce. Refresh your Salesforce contact list to verify the new entry.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between Google Ads and Salesforce. By following these steps, you can seamlessly capture leads and create contacts in Salesforce automatically. Start using Pabbly Connect today to enhance your lead management process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating social media posts, you need to access Pabbly Connect. Start by navigating to pabbly.com/connect in your browser. Here, you will find options to either sign in or sign up for free. New users can create an account and receive 100 free tasks every month to explore the software.

Once signed in, you will see the Pabbly apps window. Click on the “Access Now” button for Pabbly Connect to enter the dashboard. Here, you can create a new workflow that connects various applications like Google AI, Facebook, and LinkedIn for seamless automation.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, you will see two options: “Create from Scratch” and “Create Using AI”. Choose the option that suits your needs. For this tutorial, we will select “Create from Scratch” and then choose the “New Beta” version for a modern workflow experience.

• Enter a workflow name, such as “Automatically Create and Post on Social Media Every Day with AI”.
• Select a folder for your workflow, like “Automations”.
• Click the “Create” button to finalize your new workflow.

After creating the workflow, you will set up a trigger. The trigger is essential as it defines when the automation will run. In this case, we will use the “Scheduled by Pabbly” feature to run the workflow daily at 11 a.m.

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3. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the trigger defines the start of your automation. Select the “Schedule Workflow” app event and click on “Connect”. You will be prompted to choose how often you want the workflow to run. Select “Every Day” and set the time to 11 a.m. After configuring these settings, click on “Save”.

Upon saving, you should receive a successful response indicating that your automation is scheduled. This means your workflow will now run daily at the specified time, generating new content for your social media platforms.

Now that the trigger is set, you can proceed to generate content using an AI tool. In this case, we will use Google AI (Gemini) to create the content that will be posted on Facebook and LinkedIn.

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4. Generating Content with Google AI in Pabbly Connect

Next, you will add an action step to generate content using Google AI. In Pabbly Connect, select Gemini as your action application and choose the “Generate Content” app event. Click on “Connect” to build a new connection.

You will need to provide an API key to connect to Google AI. Click the provided hyperlink to access your Google AI Studio account and retrieve your API key. Paste the API key into Pabbly Connect and click “Save” to establish the connection.

• Input a relevant prompt for the AI to generate social media post content.
• Choose the model as “Gemini 2.5 Flash” and set the method to “Generate Content”.
• Click “Save and Send Request” to receive the generated content.

Once the content is generated, you will receive a successful response, indicating that the AI has created a post ready for sharing on social media.

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5. Posting on Facebook and LinkedIn with Pabbly Connect

Now that you have the content generated, it’s time to post it on your social media accounts. Start by adding an action step for Facebook. Select “Facebook Pages” as your action application and choose “Create Page Post” as your app event. Next, click on “Connect” to establish a new connection.

After connecting, select your desired Facebook account and the page you want to post to. For the message, instead of entering the content manually, map the data from the previous action step where the AI generated the content. This allows for dynamic posting of new content without manual input.

• Click “Save and Send Request” to create the post on Facebook.
• Check your Facebook page to confirm that the post has been shared successfully.

Repeat the process for LinkedIn by selecting it as your action application and choosing “Share Simple Text” as your event. Map the content generated by AI, and click “Save and Send Request”. After refreshing your LinkedIn account, you will see the new post shared successfully.

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Conclusion

In this tutorial, we explored how to automate social media posting using Pabbly Connect, Google AI, Facebook, and LinkedIn. By following these steps, you can easily set up a workflow that generates and posts content daily, enhancing your social media presence effortlessly.