Author: Rudra Sisodiya

Learn how to store Facebook leads in Airtable for campaign analysis using Pabbly Connect. Follow this step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Integrating Facebook Leads

To store Facebook leads in Airtable for campaign analysis, you first need to access Pabbly Connect. Start by opening a new tab and searching for the Pabbly Connect landing page by typing Pabbly.com/connect in your browser.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on the sign up for free button to create your account and get free tasks monthly. Existing users can simply click on the sign in button to access their dashboard.

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2. Create a Workflow for Facebook Leads Integration

After signing in to Pabbly Connect, you will be directed to your dashboard. Click on the create workflow button to initiate the setup. You will be prompted to select a workflow builder; choose the new one for a modern interface.

Next, name your workflow as store Facebook leads in Airtable for campaign analysis and select a folder to save it. Once you’ve entered the name and selected the folder, click on the create button to proceed to the workflow window.

• Access the Pabbly Connect dashboard.
• Click on create workflow.
• Select the new workflow builder.

This window is crucial as it includes the trigger and action setup, which are essential for the integration process. The trigger will be set to detect new leads from Facebook, while the action will save these leads in Airtable.

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3. Set Up Trigger for Facebook Lead Ads

To start the integration, click on the add trigger button and search for Facebook Lead Ads. Select it and choose the trigger event as new lead instant, then click on connect.

You will have two options: add a new connection or select an existing connection. If you haven’t set up a connection yet, click on add a new connection and follow the prompts to connect your Facebook account to Pabbly Connect.

• Choose Facebook Lead Ads as the trigger application.
• Select new lead instant as the trigger event.
• Connect your Facebook account when prompted.

Once connected, specify the page name and the lead generation form you want to use. Click on the save and send test request button to capture the webhook response, which will be used in the next steps.

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4. Set Up Action to Create Records in Airtable

After successfully capturing the webhook response, it’s time to add the action step. Click on the add new action step and search for Airtable. Select it and choose create record as the action event, then click on connect.

You will again have the option to add a new connection or select an existing one. If you haven’t connected Airtable yet, choose add a new connection and grant necessary permissions for Pabbly Connect to access your Airtable account.

Select Airtable as the action application. Choose create record as the action event. Map the fields from the Facebook lead to Airtable.

Once the connection is established, map the lead details from the previous step to the corresponding fields in Airtable. After mapping, click on save and send test request to ensure the data is correctly added to your Airtable base.

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5. Test the Automation in Real-Time

To verify that your integration works, create a test lead using the Facebook lead ads form. After submitting the test lead, check your Airtable database to see if the lead details have been recorded successfully.

Once you’ve confirmed that the data appears in Airtable, you can be assured that the automation is functioning as intended. This means every time a new lead is generated from Facebook, Pabbly Connect will automatically add the details to your Airtable for campaign analysis.

With this setup, you can now analyze your campaign performance effectively. Remember, every new lead will be captured in real-time, allowing your sales team to follow up promptly.

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Conclusion

Using Pabbly Connect, you can effortlessly store Facebook leads in Airtable for effective campaign analysis. This integration streamlines your lead management process, ensuring that your sales team can act quickly and efficiently.

Learn how to automate sending WhatsApp product information for Google Lead Ads using Pabbly Connect. Follow our detailed guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Introduction to Automating WhatsApp Messages with Pabbly Connect

In this tutorial, we will demonstrate how to use Pabbly Connect to automate sending WhatsApp product information for Google Lead Ads. This process ensures that every new lead generated is promptly contacted, increasing your chances of conversion.

Automation is crucial for businesses, especially when managing leads. By using Pabbly Connect, you can bypass manual processes and streamline communication with potential customers. This integration allows you to send personalized WhatsApp messages automatically, enhancing customer engagement.

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2. Setting Up Pabbly Connect for WhatsApp Automation

To start, navigate to the Pabbly Connect website at www.Pabbly.com/connect. If you are a new user, sign up for free to access 100 tasks per month, or log in if you already have an account.

• Go to the Pabbly Connect dashboard.
• Click on ‘Create Workflow’ to start a new automation.
• Choose the new beta method for a modern workflow experience.

After creating the workflow, name it appropriately, such as ‘Google Ads WhatsApp Automation.’ This helps in categorizing your workflows effectively within Pabbly Connect.

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3. Connecting Google Ads to Pabbly Connect

Once your workflow is set up, the next step is to connect Google Ads to Pabbly Connect. Select Google Ads as your trigger application and choose the event ‘New Lead Form Entry.’ This setup allows Pabbly Connect to capture lead details automatically.

To establish this connection, you will receive a unique webhook URL from Pabbly Connect. Copy this URL and go to your Google Ads campaign settings. In the lead delivery option, paste the webhook URL and ensure to configure it correctly by removing any unnecessary data before the slash.

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4. Sending WhatsApp Messages via Pabbly Connect

After successfully connecting Google Ads, it’s time to set up the action step for sending WhatsApp messages. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message.’ This action will utilize the template you created for your product information.

• Input your WhatsApp API token, phone number ID, and WhatsApp business account ID.
• Map the receiver’s phone number from the lead data captured earlier.
• Select the template ID for the message you want to send.

Ensure that all details are correctly filled in before clicking ‘Save and Send Test Request.’ This will send a test message to confirm that the integration is functioning properly through Pabbly Connect.

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5. Conclusion: Streamlining Your Lead Follow-Up with Pabbly Connect

By using Pabbly Connect to automate WhatsApp messages for Google Lead Ads, you can ensure timely communication with potential customers. This integration not only saves time but also enhances your chances of converting leads into loyal customers.

With the steps outlined above, you can set up a seamless workflow that connects Google Ads and WhatsApp using Pabbly Connect. Start automating today and watch your customer engagement grow!

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Learn how to notify your sales team in Slack when a priority Typeform lead is submitted using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Simply visit the Pabbly website by typing pabbyt.com in your browser. Once there, sign in to your account or create a new one if you are a first-time user. This platform allows you to automate workflows without any coding skills.

After logging in, navigate to the Pabbly Connect dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to start building your automation. Select the new beta workflow builder for a more flexible experience and name your workflow appropriately, such as ‘Notify Team in Slack When a Priority Typeform Lead is Submitted’.

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2. Setting Up Typeform as the Trigger Application

In this step, you will set Typeform as the trigger application within Pabbly Connect. A trigger is an event that starts your automation workflow. Click on the trigger application field and select Typeform. For the trigger event, choose ‘New Entry’ to capture new form submissions.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking on ‘Connect’ and authorizing access.

This connection allows Pabbly Connect to receive data from your Typeform submissions. After connecting, select the specific Typeform you want to monitor, such as your contact form, and proceed to test the connection by sending a test request.

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3. Capturing Lead Data from Typeform

Once the Typeform connection is established, it’s time to capture the lead data. After performing a test submission on your Typeform, Pabbly Connect will display the response data in your workflow. This data includes essential details like the first name, last name, email, and phone number of the lead.

To ensure everything is functioning correctly, verify that the test data is accurately captured in Pabbly Connect. This step confirms that the integration is set up properly and ready to send notifications to your sales team.

• Submit a test entry in Typeform to generate lead data.
• Check the captured response in Pabbly Connect.
• Ensure all fields are populated correctly.

Once you confirm that the lead data is captured correctly, you can proceed to set up Slack as the action application to send notifications.

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4. Setting Up Slack as the Action Application

In this step, you will set Slack as the action application in your Pabbly Connect workflow. Click on the ‘Add New Action Step’ and select Slack from the available options. Choose ‘Send Channel Message’ as the action event to notify your sales team.

After selecting Slack, you will need to connect your Slack account. Click on ‘Connect’ and follow the prompts to authorize Pabbly Connect to send messages to your Slack workspace. Ensure that you select the correct channel where you want to send notifications, such as ‘Typeform Leads’.

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5. Finalizing and Testing the Integration

With both Typeform and Slack set up in Pabbly Connect, it’s time to finalize your workflow. Enter the message you want to send to your sales team, including dynamic fields from the lead data captured earlier. For example, your message could read: ‘Hello team, we have received a new lead from Typeform submission. Here are the details: Name – {first_name} {last_name}, Email – {email}, Phone – {phone}.’

Once your message is configured, click on ‘Save and Send Test Request’ to execute the workflow. Check your Slack channel to confirm that the notification has been sent successfully. If everything works as expected, your integration is complete!

This automation allows you to efficiently notify your sales team in real-time whenever a new priority lead is submitted via Typeform, streamlining your lead management process.

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Conclusion

In conclusion, using Pabbly Connect to integrate Typeform and Slack automates the notification process for new leads. This setup ensures your sales team is promptly informed, enhancing your lead management efficiency.

Learn how to automate client follow-ups for health and wellness coaches on WhatsApp using Pabbly Chatflow. Step-by-step tutorial with detailed instructions. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Automation

To automate client follow-ups for health and wellness coaches on WhatsApp, you first need to access Pabbly Chatflow. Simply type the URL Pabbly.com/chatflow in your browser. Once on the landing page, you’ll see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up Free’ button. Existing users can click on ‘Sign In’. After logging in, you will be directed to the Pabbly Chatflow dashboard, where you can start building your automation.

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2. Creating Your AI Assistant in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI assistant. Click on the ‘AI Assistant’ option in the sidebar. This will take you to the AI assistant page where you can see any assistants you’ve previously created.

• Click on the ‘Add AI Assistant’ button.
• Enter a name for your assistant, such as ‘Vital Path Coaching’.
• Select the instruction type as ‘AI Agent’.

Once you’ve named your assistant and selected the instruction type, click on the ‘Add AI Assistant’ button to proceed. You’ll be taken to the configuration page where you can set up the AI’s functionalities.

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3. Configuring AI Settings in Pabbly Chatflow

In this section, you will configure the settings for your AI assistant within Pabbly Chatflow. Start by setting the AI’s creativity level using the temperature setting. A value of 0.5 is recommended for balanced responses.

Next, select the AI model you wish to use. For instance, you can choose the ‘GPT-4 Mini’ model. Ensure you also paste your OpenAI API key, which is necessary for the AI to function properly. Follow these steps:

• Enable the header message and footer message options if desired.
• Set your stop keywords, such as ‘stop’, to allow users to halt the AI’s responses.
• Configure fallback messages for when the AI cannot respond.

After filling in these settings, save your changes to ensure your AI assistant is configured correctly.

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4. Uploading Your Knowledge Base to Pabbly Chatflow

To provide your AI assistant with the necessary information, you will need to upload a knowledge base document. This document should contain details about your services and offerings. Ensure it’s in either .txt or .pdf format.

Once your document is ready, navigate to the knowledge source section in Pabbly Chatflow and upload your file. After uploading, you will see a confirmation message indicating that the file has been processed successfully. This knowledge base is crucial for enabling your AI assistant to provide accurate responses to client queries.

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5. Testing Your AI Assistant on WhatsApp

After setting up your AI assistant and uploading the knowledge base, it’s time to test its functionality. Go to your WhatsApp and send a message to the number linked with your Pabbly Chatflow account. For example, you can type ‘Hey, I need help’.

Your AI assistant should respond with a message like ‘I’m ready to assist, please share what you need help with’. You can continue to ask questions related to your services, and the AI should provide answers based on the knowledge base you’ve uploaded.

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Conclusion

Using Pabbly Chatflow, health and wellness coaches can effectively automate client follow-ups and enhance communication on WhatsApp. This tutorial has guided you through creating an AI assistant, configuring its settings, and testing its responses to ensure efficient client management.

Learn how to set up a Facebook Messenger AI Chatbot in just 10 minutes using Pabbly Connect. Follow this step-by-step guide for integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Facebook Messenger AI Chatbot

To start creating your Facebook Messenger AI Chatbot, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing up or logging in to your account. This platform allows you to automate workflows between various applications seamlessly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can initiate the process of setting up your chatbot. Follow these steps to create a new workflow:

• Click on the ‘Create Workflow’ button in the top right corner.
• Choose the ‘New Beta Method’ for a more modern setup.
• Name your workflow (e.g., ‘Facebook Messenger AI Chatbot’).

After naming your workflow, you can proceed to set up the trigger for your chatbot using Pabbly Connect. This will be essential for capturing incoming messages from Facebook Messenger.

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2. Connecting Facebook Messenger to Pabbly Connect

In this section, you will connect your Facebook Messenger account to Pabbly Connect. This step is crucial as it allows Pabbly to capture messages sent to your Facebook page. Start by selecting ‘Facebook Messenger’ as your trigger application.

Choose the trigger event as ‘New Message Sent to Page’. Next, click on the ‘Connect’ button to establish a connection. You will be prompted to log in to your Facebook account. Make sure to grant the necessary permissions for Pabbly Connect to access your Facebook Messenger. Follow these steps:

• Select your Facebook page from the dropdown menu.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once the connection is verified, you can test it by sending a message to your Facebook page. This will ensure that Pabbly Connect is properly capturing the messages for the next steps.

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3. Setting Up OpenAI Integration in Pabbly Connect

After successfully connecting Facebook Messenger to Pabbly Connect, the next step is to integrate OpenAI to generate automated responses. Add an action step by selecting ‘OpenAI’ as your action application.

Choose the action event as ‘Chat GPT’. When prompted, create a new connection to OpenAI by entering your API key. You can find this key in your OpenAI account under the API settings. This key is essential for linking OpenAI with Pabbly Connect. Follow these steps:

Click on ‘Create New Secret Key’ in your OpenAI account. Copy the generated key and paste it into Pabbly Connect.

Once the connection is established, define the AI model you want to use and set up the prompt that will guide OpenAI in generating responses. This is where you specify the details about your business and the type of queries you expect.

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4. Replying to Messages with Facebook Messenger and Pabbly Connect

With OpenAI integrated, you can now configure Pabbly Connect to reply to messages automatically. Add another action step, selecting ‘Facebook Messenger’ again, and choose the action event ‘Send Message’.

In this step, you will map the data from the previous steps to send the generated response back to the user. This includes mapping the sender ID and the message content. Follow these steps to complete this setup:

Map the recipient’s ID to send the response to the correct user. Map the generated message from OpenAI to send as a reply.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will see the response appear in your Facebook Messenger, confirming that Pabbly Connect has successfully sent the reply.

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5. Setting Up Fallback Messages for Irrelevant Queries

To enhance your chatbot’s functionality, you can set up fallback messages for queries that are not relevant to your business. This is an important feature that ensures users receive a response even if their questions don’t match your services.

In your OpenAI prompt, include a fallback message that will be triggered when the user asks unrelated questions. For example, you can instruct the AI to respond with a polite message directing users back to relevant queries. This can be set up as follows:

Define a fallback message in your OpenAI prompt for irrelevant queries. Ensure the AI understands to only respond with the fallback message when necessary.

Once this is configured, your Facebook Messenger AI Chatbot will be equipped to handle a variety of inquiries, making it a robust tool for customer engagement through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to set up a Facebook Messenger AI Chatbot using Pabbly Connect. By following these steps, you can automate responses to customer inquiries, enhancing your business’s efficiency and customer engagement. With Pabbly Connect, you can easily integrate Facebook Messenger and OpenAI, creating a powerful chatbot in just minutes.

Learn how to automate customer record creation in HubSpot from Google Form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create new customer records in HubSpot from Google Form submissions, we will use Pabbly Connect. Start by visiting the Pabbly website at pabby.com. You can either sign in if you are an existing user or sign up for free to get started.

Once signed in, navigate to the Pabbly Connect dashboard where you can create new workflows. Click on the ‘Create Workflow’ button and select the workflow builder. Choose the new beta option for a modern interface and name your workflow appropriately.

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2. Setting Up Google Forms as the Trigger Application

In this step, we will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms and choose ‘New Response Received’ as the trigger event. This action allows the workflow to activate whenever a new form submission occurs.

• Select Google Forms as your trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Connect to your Google Forms account by providing the required permissions.

After setting up the trigger, a webhook URL will be generated. This URL is crucial as it acts as a bridge between Google Forms and Pabbly Connect. Copy this webhook URL and proceed to your Google Form settings to integrate it.

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3. Linking Google Sheets for Data Capture

Next, we will link Google Sheets to capture the form responses. Open your Google Form and navigate to the ‘Responses’ tab. Click on ‘View in Sheets’ to create a Google Sheet that will store the submissions. using Pabbly Connect

Ensure that the last name field is marked as required. This is important for data integrity. After setting up your Google Sheet, test the integration by submitting a dummy response through the form. Once submitted, verify that the response appears in the linked Google Sheet.

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4. Configuring the Pabbly Connect Webhook

Return to Pabbly Connect and configure the webhook to send data from Google Sheets to your workflow. Go to the ‘Extensions’ menu in Google Sheets, select ‘Add-ons’, and search for Pabbly Connect Webhooks.

• Paste the copied webhook URL into the designated field in Pabbly Connect Webhooks.
• Set the trigger column to the last column (e.g., column G) in your Google Sheet.
• Click on ‘Send Test’ to ensure the connection is successful.

After configuring the webhook, make sure to enable the ‘Send on Event’ option in your Pabbly Connect Webhooks settings. This ensures that future form submissions are sent to your Pabbly Connect workflow.

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5. Adding HubSpot as the Action Application

Finally, we will set HubSpot as the action application in Pabbly Connect. Choose HubSpot and select ‘Create Contact’ as the action event. This step enables the workflow to create a new contact in HubSpot whenever a new form submission is received.

Connect your HubSpot account by following the prompts to grant necessary permissions. Once connected, map the fields from the Google Form responses to the corresponding fields in HubSpot. This mapping is crucial for ensuring that the correct data is transferred.

After completing the mapping, click on ‘Save and Send Test Request’ to send the data to HubSpot. Check your HubSpot CRM to confirm that the new contact has been created successfully with the details from your Google Form submission.

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Conclusion

In this tutorial, we demonstrated how to create new customer records in HubSpot from Google Form submissions using Pabbly Connect. By following these steps, you can automate the process and save valuable time. The integration between Google Forms and HubSpot via Pabbly Connect ensures that your customer data is always up-to-date and easily accessible.

Learn how to automatically store Facebook Lead Ads responses in Zoho CRM using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin storing Facebook Lead Ads responses in Zoho CRM automatically, you first need to access Pabbly Connect. Open a new tab and visit the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser.

Once on the landing page, you will see options to sign in or sign up. If you are new, click on ‘Sign up for free’ to create an account. Existing users can simply click ‘Sign in’ to access their dashboard. After signing in, locate and click on the ‘Access Now’ button for Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow to connect Facebook Lead Ads with Zoho CRM. Click on the ‘Create Workflow’ button. You will be prompted to choose between a new workflow builder and the classic one. It is recommended to select the ‘New’ workflow builder for a more modern interface.

• Enter a name for your workflow, such as ‘Store Facebook Lead Ads Responses in Zoho CRM Automatically’.
• Select a folder to save your workflow, or create a new folder if needed.
• Click ‘Create’ to open the workflow window.

The workflow window will display the trigger and action sections. Triggers are events that start the workflow, while actions are the results that follow. Now, click on the ‘Add Trigger’ button to begin the integration process.

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3. Setting Up Facebook Lead Ads as Trigger

In this step, you will select Facebook Lead Ads as the trigger application. Search for and select ‘Facebook Lead Ads’, then choose the trigger event as ‘New Lead Instant’. This option allows you to capture lead details instantly as they come in.

Click the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect. You will be prompted to either select an existing connection or create a new one. If you haven’t set up a connection before, choose ‘Add a New Connection’. You will then be asked to connect with your Facebook account.

• Select your Facebook account and click ‘Continue’.
• Choose the Facebook page and lead generation form you want to use.
• Click ‘Save and Send Test Request’ to initiate the test.

After completing these steps, Pabbly Connect will wait for a webhook response, which you will generate by submitting a test lead through Facebook’s lead ads testing tool.

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4. Testing the Webhook Response

To capture the webhook response, you need to conduct a test submission. Open a new tab and search for the Meta for Developers page. Navigate to the resources section and select developer tools, then look for the Lead Ads Debug Tool.

In the Lead Ads Debug Tool, select the same Facebook page and lead generation form you configured in Pabbly Connect. Fill in the required details such as first name, last name, email, and phone number, then submit the form. After submitting, return to your Pabbly Connect workflow, where it should capture the test submission as a webhook response.

Confirm that the captured details match what you submitted. This indicates that the trigger step is successfully set up.

Once the details are captured, you can proceed to the action step of the workflow.

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5. Setting Up Zoho CRM as Action

Now you will set Zoho CRM as the action application in your workflow. Click on ‘Add New Action Step’ and search for ‘Zoho CRM’. Select it and then choose the action event as ‘Create Contact’. Click ‘Connect’ to establish a connection between Zoho CRM and Pabbly Connect.

You will be prompted to enter your Zoho domain, which you can find by checking the URL of your Zoho CRM account. Copy the domain and paste it into the required field in Pabbly Connect. After accepting the permissions requested by Pabbly Connect, you will need to map the fields from the lead data captured earlier.

Map the first name, last name, email, and phone number from the webhook response. Leave unnecessary fields blank. Click ‘Save and Send Test Request’ to finalize the setup.

Upon successful completion, you should receive a confirmation that a new contact has been created in Zoho CRM with the details you provided. Refresh your Zoho CRM contact list to see the newly created contact.

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Conclusion

In this tutorial, we demonstrated how to store Facebook Lead Ads responses in Zoho CRM automatically using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that every new lead is captured efficiently. Start leveraging Pabbly Connect today to enhance your business automation.

Learn how to automate adding Google Lead Ads leads to ActiveCampaign using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the process of adding Google Lead Ads leads to ActiveCampaign, you need to access Pabbly Connect. First, visit the Pabbly website by typing ‘Pabbly.com’ into your browser. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once on the Pabbly website, click on ‘Sign In’ if you already have an account. After signing in, you will be directed to the Pabbly applications page. Here, click on Pabbly Connect to access the dashboard where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow to automate the integration between Google Ads and ActiveCampaign. Click on the ‘Create Workflow’ button, then choose the ‘New Beta’ option for a modern workflow builder. using Pabbly Connect

• Name your workflow something descriptive, like ‘Add Google Lead Ads to ActiveCampaign Automatically.’
• Select a folder to organize your workflow, such as ‘All Automations.’
• Click ‘Create’ to finalize your new workflow.

After creating the workflow, you will see a prompt to add a trigger application. In this case, select Google Ads as your trigger application. This means that every time a new lead is generated in Google Ads, it will trigger the workflow to add that lead to ActiveCampaign.

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3. Connecting Google Ads to Pabbly Connect

To connect Google Ads to Pabbly Connect, you need to specify the trigger event. Choose ‘New Lead Form’ as the trigger event and click ‘Connect.’ A webhook URL will be provided to you, which acts as a bridge between Google Ads and Pabbly Connect.

Now, go to your Google Ads account and locate the test campaign you created. In the lead form settings, find the lead delivery option where you can input the webhook URL. Paste the webhook URL from Pabbly Connect into the designated field and add a random key. This will allow Google Ads to send lead data to your Pabbly Connect workflow.

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4. Setting Up ActiveCampaign as the Action Application

After successfully connecting Google Ads, the next step is to set up ActiveCampaign as the action application in your workflow. In Pabbly Connect, select ActiveCampaign as your action application and choose ‘Create a Contact’ as the action event. using Pabbly Connect

• If you have an existing connection, click ‘Save.’ If not, click ‘Add New Connection.’
• Enter the ActiveCampaign URL and API key found in your ActiveCampaign account settings under Developer.
• Ensure to remove the ‘https://’ from the URL before saving.

Once the connection is established, you will set up the mapping for the contact details. This means using the data received from Google Ads to populate the new contact fields in ActiveCampaign. This step is crucial for ensuring that each new lead is accurately captured in your ActiveCampaign account.

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5. Testing the Integration and Finalizing the Workflow

After mapping the fields, click on ‘Save and Send Test Request’ to test the integration. If everything is set up correctly, you should receive a positive response indicating that the contact was successfully created in ActiveCampaign.

To verify, go back to your ActiveCampaign account and check the contacts section. You should see the new contact with the details you mapped from Google Ads. This confirms that your Pabbly Connect workflow is functioning as intended, automatically adding leads from Google Ads to ActiveCampaign.

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Conclusion

In this tutorial, we demonstrated how to automate the integration of Google Lead Ads with ActiveCampaign using Pabbly Connect. By following these steps, you can streamline your lead management process and save valuable time.

Learn how to automate lead logging from Google Ads to Pipedrive CRM using Pabbly Connect. Step-by-step guide with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To log leads from Google Ads to Pipedrive CRM automatically, you need to access Pabbly Connect. Start by visiting Pabbly.com/connect. This platform serves as the central hub for your integration needs.

Once on the Pabbly Connect homepage, you have options to sign in or sign up. If you’re new, click on the ‘Sign Up Free’ button to get started with 300 free tasks each month. Existing users can simply sign in to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing in, the next step involves creating a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You’ll be prompted to choose between the new beta version or the classic version of the workflow builder.

• Select the ‘New Beta’ option for a modern experience.
• Name your workflow as ‘Log Leads from Google Ads to Pipedrive CRM Automatically’.
• Choose a folder for your workflow, such as ‘Automations’.

Once you’ve set this up, click the ‘Create’ button to finalize your workflow. This sets the stage for automating lead logging from Google Ads to Pipedrive CRM using Pabbly Connect.

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3. Setting Up the Trigger with Google Ads

The next step is to configure the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Google Ads as your trigger application. Choose the event type as ‘New Lead Form Entry’. This will ensure that every time a new lead is generated in Google Ads, it triggers the automation.

After selecting the event, you will receive a webhook URL. This URL is essential for connecting Google Ads to Pabbly Connect. Copy this webhook URL and navigate to your Google Ads account to set up the lead form.

• Create a new lead form in Google Ads.
• Paste the webhook URL in the lead delivery settings under the Webhook integration section.
• Send test data to verify the connection.

Once the test data is sent successfully, you’ll see a confirmation in Pabbly Connect. This indicates that your trigger setup is complete and ready to log leads automatically.

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4. Creating a Contact in Pipedrive CRM

With the trigger set, the next step in Pabbly Connect is to create a new contact in Pipedrive CRM. Click on ‘Add Action’ and select Pipedrive as your action application. Choose ‘Create Person’ as the action event.

You’ll need to connect your Pipedrive account by entering your API token, which you can find in your Pipedrive account settings. After entering the token, map the fields from the Google Ads lead form to the Pipedrive contact fields.

Map the first name and last name from the lead details. Include the email address and phone number as well. Set the label (optional) to categorize the lead.

After mapping the required fields, click ‘Save and Send Test Request’ to create the contact in Pipedrive CRM. If successful, you will receive a confirmation response in Pabbly Connect.

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5. Creating a Deal in Pipedrive CRM

Finally, the last step is to create a deal for the newly created contact in Pipedrive CRM using Pabbly Connect. Again, click on ‘Add Action’, select Pipedrive, and choose ‘Create Deal’ as the action event.

Since you’ve already connected your Pipedrive account, simply proceed to map the necessary fields for the deal. For example, use the lead’s first name in the deal title and set the status to open.

Map the person ID from the previous step. Set the probability percentage for the deal. Select the currency and other optional fields.

Once you’ve entered all the required details, click ‘Save and Send Request’. This will create a new deal in your Pipedrive account linked to the lead generated from Google Ads.

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Conclusion

In this tutorial, we walked through the exact steps to log leads from Google Ads to Pipedrive CRM automatically using Pabbly Connect. From setting up the trigger to creating contacts and deals, Pabbly Connect streamlines the entire process, making it efficient and hassle-free. By automating these tasks, you can focus on nurturing leads and closing deals effectively.

Learn how to capture LinkedIn Lead Ads and store them in HubSpot CRM automatically using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Automate LinkedIn to HubSpot Integration

To capture LinkedIn Lead Ads and store them in HubSpot CRM automatically, you first need to access Pabbly Connect. Open your browser and visit pabby.com/connect to reach the Pabbly Connect homepage.

Once on the homepage, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign up free’ to get started. Existing users should click on ‘Sign in’ to access their dashboards. After logging in, you will see various applications, including Pabbly Connect and Pabbly Subscription Billing.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to select the workflow builder; choose the ‘Beta’ version for a modern experience.

• Click on ‘Create’ after naming your workflow, for example, ‘Capture LinkedIn Lead Ads and Store Them in HubSpot CRM Automatically’.
• Select a folder to save your workflow, such as ‘Automations’.

Once your workflow is created, you will need to set up a trigger and an action. In this case, the trigger will be a new lead from LinkedIn, and the action will be creating a new contact in HubSpot CRM using Pabbly Connect.

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3. Setting Up the Trigger for LinkedIn Lead Ads

To set up the trigger, click on the ‘Add Trigger’ button in your workflow. Select LinkedIn as your trigger application and choose ‘Lead Notifications’ as the event. Click on ‘Connect’ to establish a connection.

If your LinkedIn account is not already connected, you will need to add a new connection. Click on ‘Connect with LinkedIn’ and follow the prompts to log in. Once connected, select your sponsored account from the dropdown menu and click ‘Save and Send Test Request’. This action will allow Pabbly Connect to wait for a webhook response from LinkedIn.

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4. Generating a Test Lead for LinkedIn Ads

To test the integration, you need to generate a test lead through your LinkedIn lead ad. Navigate back to your LinkedIn Campaign Manager and select the campaign where your test lead form is located. Click on the ‘Apply Now’ button to open the test lead form.

• Enter an email address for the test lead.
• Provide a random phone number and submit the form.

After submission, check back in Pabbly Connect to see if you received a successful response with the lead details. This confirms that the trigger is set up correctly and ready to send data to HubSpot CRM.

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5. Adding HubSpot CRM Action to Create Contacts

After successfully setting up your trigger, it’s time to add an action step. Select HubSpot CRM as your action application and choose ‘Create a Contact’ as the event. Click ‘Connect’ to establish the connection with HubSpot CRM.

If you have not connected HubSpot CRM to Pabbly Connect yet, you will need to log in and authorize the connection. Once connected, you will be prompted to fill in the necessary fields for creating a contact. Some fields are not required, so you can leave them blank.

Map the lead’s company name, email address, first name, and last name from the previous step. Select ‘Active’ for the status and ‘New’ for the lead status.

Finally, click on ‘Save and Send Test Request’ to create the contact in HubSpot CRM. Refresh your HubSpot account to verify that the new contact has been created successfully.

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Conclusion

In this tutorial, we have successfully demonstrated how to capture LinkedIn Lead Ads and store them in HubSpot CRM automatically using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that every lead is captured efficiently.

Utilizing Pabbly Subscription Billing alongside Pabbly Connect can further enhance your automation capabilities. Start automating your workflows today!