Send Real Estate Facebook Leads to Google Sheets Automatically

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1. Accessing Pabbly Connect for Automation

To start automating Facebook leads to Google Sheets, first open Pabbly Connect. This powerful platform allows you to create seamless integrations between various applications. If you’re a new user, visit Pabbly Connect by searching for it in your browser.

Once on the Pabbly Connect landing page, click on the “Sign Up for Free” button at the top right corner. This lets you explore the platform with 100 free tasks every month, enabling you to test out automations like sending leads to Google Sheets.


2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the workflow builder in Pabbly Connect. This is where you will set up your automation. Begin by clicking on the “Add Trigger” button to define your trigger application.

  • Select “Facebook Lead Ads” as your trigger application.
  • Choose “New Lead Instant” as the event.
  • Connect your Facebook account to proceed.

Make sure to log into your Facebook account before connecting. If you have existing connections, select one; otherwise, create a new connection. Once connected, you will need to choose the Facebook page and the lead form that will trigger the automation.


3. Capturing Lead Data from Facebook

To capture lead data, you will need to test the connection. Click on “Save and Send Test Request” in Pabbly Connect. This will wait for a webhook response from your Facebook lead ads.

To simulate a lead, open a new tab and search for the Meta for Developers page. From there, navigate to the resources and select the lead ads testing tool. Choose the same page and form you selected in your workflow, fill in the lead details, and submit the form to generate a test lead.

  • Fill in the form with test data including first name, last name, email, phone number, and city.
  • Submit the form to capture the webhook response in Pabbly Connect.

Once the response is captured, you’ll see the lead details in your Pabbly Connect workflow, ready for the next step in the automation process.


4. Adding Lead Data to Google Sheets

Next, you will add the captured lead data to Google Sheets. Click on “Add New Action Step” in Pabbly Connect and select Google Sheets as your action application.

Choose the event “Add New Row” and connect your Google Sheets account. If prompted, log in with your Gmail account and allow necessary permissions. Once connected, select the spreadsheet and the specific sheet where you want to add the lead details.

  • Select the spreadsheet named “New Lead Details”.
  • Choose the sheet where the data will be entered.
  • Map the lead data fields from the previous step to the corresponding columns in Google Sheets.

After mapping all the details, click on “Save and Send Test Request”. You should receive a confirmation that the lead details have been successfully added to your Google Sheets.


5. Conclusion: Automating with Pabbly Connect

In this tutorial, we explored how to automate the process of sending Facebook leads directly to Google Sheets using Pabbly Connect. This integration streamlines lead management and enhances productivity.

By following the steps outlined above, you can set up your own automation to capture leads effectively. With Pabbly Connect, you can connect various applications and automate repetitive tasks, saving you valuable time.

Try out this automation for your business and experience the power of Pabbly Connect today!

Auto Send Emails for Typeform Responses

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1. Accessing Pabbly Connect for Automation

To automate email confirmations, you begin by accessing Pabbly Connect. Open your browser and navigate to pabbly.com/connect. This platform allows you to connect various applications seamlessly.

Upon reaching the homepage, you will see two options: “Sign In” and “Sign Up Free.” If you are new to Pabbly Connect, click on “Sign Up Free” to create an account. Existing users can simply sign in to access their dashboard.


2. Creating a New Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on “Create from Scratch” or use the AI-based workflow builder for a guided setup.

  • Select the trigger as “New Entry” from Typeform.
  • Choose the action as “Send Email” via Gmail.

After selecting these options, you can preview the workflow created by Pabbly Connect. If everything looks correct, approve and create the workflow to proceed.


3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. In Pabbly Connect, you will need to connect to Typeform. This requires granting access to ensure that your data remains secure.

After connecting, select your registration form from the drop-down menu. For the response format, choose “Simple” to keep the data organized. Click on “Save and Send Test Request” to test the connection.

  • Enter dummy details in the Typeform registration form.
  • Make a test submission to verify the trigger setup.

After successfully submitting the form, check Pabbly Connect for a successful response, confirming that the trigger is functioning correctly.


4. Configuring the Email Action in Pabbly Connect

Now that the trigger is set, proceed to configure the email action in Pabbly Connect. You will connect to your Gmail account by clicking on “Sign In with Google” and selecting your account.

For the email setup, specify the sender name, sender email, and recipient email. Instead of manually entering the recipient’s email, use the mapping feature to dynamically insert the email address from the trigger response.

  • Set the email subject as “Your Registration is Confirmed. See You There!”
  • Input your HTML coded email content to enhance visual appeal.

Finalize the email configuration by selecting “HTML” for the content type. Click on “Save and Send Test Request” to send a test email to the registrant’s Gmail account.


5. Summary of the Automation Process Using Pabbly Connect

In this tutorial, you’ve learned how to automate email confirmations for Typeform submissions using Pabbly Connect. The integration process ensures that every new registration triggers an instant email response.

To summarize, you set up a trigger for new entries in Typeform and configured an email action via Gmail. This seamless automation enhances your registration workflow, providing immediate confirmation to registrants.

With Pabbly Connect, you can create various automations to streamline your business processes. Explore the platform further to discover additional capabilities.


In conclusion, using Pabbly Connect, you can efficiently automate email confirmations for Typeform registrations. This setup not only saves time but also enhances user experience by providing instant feedback to registrants. Start automating your workflows today with Pabbly Connect!

Automatically Send Google Ads Leads to WhatsApp (No-Code Automation)

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1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, visit the Pabbly website by typing paby.com in your browser. Sign in to your account by clicking the “Sign In” button at the top right corner. If you are new, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the “Pabbly Connect” application. This will take you to the dashboard where you can manage your workflows. To create a new workflow, click on the “Create Workflow” button. Name your workflow appropriately, such as “Automatically Send Google Ads Leads to WhatsApp,” and select the folder for organization.


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

In this section, we will set Google Ads as the trigger application in Pabbly Connect. After creating your workflow, the next step is to select Google Ads as your trigger application. Choose “New Lead Form Entry” as the trigger event.

  • Select Google Ads as the trigger application.
  • Choose “New Lead Form Entry” as the trigger event.
  • Click on “Connect” to establish the connection.

Next, you will need to connect Pabbly Connect with Google Ads by copying the webhook URL provided. Go to your Google Ads account, navigate to the lead form settings, and paste the webhook URL in the lead delivery option. This allows Google Ads to send lead information directly to Pabbly Connect.


3. Testing the Webhook Connection in Pabbly Connect

After setting up the webhook, it’s crucial to test the connection to ensure data is being received correctly in Pabbly Connect. In your Google Ads account, send test data to the webhook URL. You will see a notification indicating that Pabbly Connect is waiting for the webhook response.

Once you send the test data, return to Pabbly Connect to check for the response. If the connection is successful, you should see the test lead data populated in your workflow. This confirms that your Google Ads lead information is being captured correctly.


4. Setting Up WhatsApp as an Action in Pabbly Connect

Now that we have successfully set up Google Ads as a trigger, we will configure WhatsApp as the action application in Pabbly Connect. Click on the “Add New Action Step” and select “WhatsApp Cloud API” as the action application. Choose “Send Text Message” as the action event.

  • Select WhatsApp Cloud API as the action application.
  • Choose “Send Text Message” as the action event.
  • Click on “Connect” to establish the connection.

To complete the connection, you will need to enter the access token, phone number ID, and WhatsApp business account ID from your Meta for Developers account. Once entered, click on “Save” to finalize the connection. This setup allows Pabbly Connect to send WhatsApp messages automatically whenever a new lead is generated from Google Ads.


5. Sending WhatsApp Messages to Leads

With everything set up, it’s time to send automated WhatsApp messages to your leads using Pabbly Connect. In the action setup, enter the recipient’s mobile number and the message you want to send. Instead of typing the details manually, use the mapping feature to dynamically insert lead information.

For example, create a personalized message that includes the lead’s first name and last name. Click “Save and Send Test Request” to check if the message is sent successfully. You should receive the WhatsApp message shortly after the workflow is executed, confirming that the integration works seamlessly.


Conclusion

In this tutorial, we demonstrated how to integrate Google Ads with WhatsApp Cloud API using Pabbly Connect. This automation allows you to send personalized WhatsApp messages to leads captured from Google Ads, enhancing your communication efficiency. By following these steps, you can streamline your lead management process effectively.

Shorten 1000+ URLs from Google Sheets in Seconds 🤯

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1. Accessing Pabbly Connect for URL Shortening

To start using Pabbly Connect for shortening URLs, first access the platform by visiting pabby.com/connect. This is where you can create automated workflows that link Google Sheets and Bitly.

If you are a new user, simply sign up for free. You will receive 100 free tasks, allowing you to test this automation setup without any cost. Once logged in, you will reach the Pabbly Connect dashboard where you can create your workflow.


2. Creating the Workflow in Pabbly Connect

Inside Pabbly Connect, you will create a new workflow with two main components: a trigger and an action. The trigger will activate when a new URL is added to Google Sheets.

  • Select Google Sheets as your trigger application.
  • Choose the event as ‘New Updated Spreadsheet Row’.
  • Click on the connect button to generate a webhook URL.

Copy this webhook URL and proceed to your Google Sheets to set up the integration. This connection is vital for automating the URL shortening process.


3. Setting Up Google Sheets for Integration

Open your Google Sheets and go to Extensions > Add-ons > Get Add-ons. Search for the Pabbly Connect Webhooks add-on and install it. This will allow Google Sheets to communicate with Pabbly Connect.

After installation, refresh your spreadsheet. Then, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Here, you will need to paste the webhook URL you copied earlier and specify the trigger column, which will be Column A.

  • Paste the webhook URL in the designated field.
  • Set the trigger column to Column A.

Submit the setup to confirm that it has been configured successfully. This setup allows Pabbly Connect to capture data from your Google Sheets automatically.


4. Shortening URLs Using Bitly in Pabbly Connect

Next, you will add an action step in your workflow to shorten the URL using Bitly. In Pabbly Connect, select Bitly as your action application and choose the event as ‘Shorten Link’.

Click the connect button to link your Bitly account. After logging in, you will need to map the long URL from the previous step into the Bitly action. This mapping ensures that the data flows seamlessly from Google Sheets to Bitly for URL shortening.

  • Select the group in Bitly where you want the shortened links to be stored.
  • Map the long URL from the previous response into the Bitly action.

Once the mapping is complete, click on ‘Save and Send Test Request’ to generate the short link. The short link will then be available for use in your Google Sheets.


After generating the short link, the final step is to update your Google Sheets with this new information. In Pabbly Connect, add another action step and select Google Sheets again, this time choosing ‘Update Cell Value’ as the event.

Connect your Google Sheets account again, and specify the spreadsheet and sheet where you want to update the data. For the range, enter “Column B” to indicate where the short links will be placed.

  • Select the spreadsheet containing your long URLs.
  • Map the short link from the previous step to Column B.

Click on ‘Send Test Request’ to update your Google Sheets. You will see the short link automatically populated in the designated cell.


Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of shortening long URLs using Google Sheets and Bitly. By following these steps, you can efficiently convert multiple URLs into short links without any manual effort.

How to Use AI Workflow Builder Like a Pro

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1. Accessing Pabbly Connect for Integration

To get started with Pabbly Connect, simply open your dashboard. If you’re new, visit pabbl.com/connect and sign up for free. This will grant you access to 100 tasks every month, allowing you to explore Pabbly Connect’s features.

Once logged in, click on the ‘Create Workflow’ button. Then, select the ‘Create Using AI’ option to begin your automation process. This is the first step in using Pabbly Connect to streamline your workflows.


2. Creating a Multi-Step Workflow with Pabbly Connect

In this section, we will create a complex multi-step workflow using Pabbly Connect. For example, if you’re running a webinar registration system, you can automate various tasks like saving registration details in Google Sheets, sending confirmation emails, and more.

  • Trigger: New entry in your registration form
  • Action: Add new row in Google Sheets
  • Action: Send confirmation email
  • Action: Send WhatsApp message
  • Action: Create contact in CRM
  • Action: Send Slack notification
  • Action: Send calendar reminder

After entering your prompt, Pabbly Connect will analyze it and ask for the type of form trigger to start the workflow. Select the appropriate options for each application to complete your multi-step workflow setup.


3. Setting Up a Simple Two-Step Workflow

Next, we will create a simple two-step workflow using Pabbly Connect. This example will demonstrate how to connect Typeform to Google Sheets. Start by entering a brief prompt, and Pabbly Connect will generate the workflow.

After the workflow is created, you will need to connect the applications. Click on the ‘Connect’ button, then add a new connection for Typeform. Choose your account and allow the necessary permissions.


4. Mapping Data in Google Sheets with Pabbly Connect

Once your applications are connected, you will need to map the data from the Typeform response to Google Sheets. Mapping is crucial as it allows for dynamic data insertion based on responses.

  • Map first name, last name, email address, and phone number
  • Ensure all details are mapped correctly for real-time updates
  • Test the mapping by sending a test request

After mapping the details, click on ‘Save and Send Test Request’. Pabbly Connect will confirm if the data has been successfully added to Google Sheets, completing your integration process.


5. Conclusion: Automate Your Workflows with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to create both multi-step and simple workflows. By automating tasks with Pabbly Connect, you can save time and enhance productivity. Whether you’re managing webinar registrations or simple forms, Pabbly Connect makes it easy to integrate your applications effectively.

Start using Pabbly Connect today to streamline your workflows and improve your automation processes. With its user-friendly interface and powerful features, Pabbly Connect is the perfect solution for all your integration needs.

Manage Justdial Leads Like a Pro with Google Sheets Automation

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1. Accessing Pabbly Connect for Integration

To begin integrating J Style with Google Sheets, the first step is to access Pabbly Connect. Visit the Pabbly website by typing pabby.com in your browser. Once there, you can either sign in or sign up for a free account.

If you are a new user, click on “Sign up for free” to receive 100 free tasks monthly. Existing users can simply click “Sign in” at the top right corner. After signing in, you’ll be directed to the Pabbly apps page, where you can select Pabbly Connect.


2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new workflow. Start by clicking the plus icon to create a new folder or directly create a workflow. Name your workflow appropriately and select a folder for organization.

  • Name your workflow to reflect its purpose.
  • Select the folder to keep your automations organized.
  • Click “Create” to finalize the workflow setup.

Once created, a box will appear for entering your trigger application. This is where you will set up the automation to capture new leads from J Style directly into Google Sheets using Pabbly Connect.


3. Setting Up the Trigger with J Style

In the trigger application section of Pabbly Connect, select J Style as your trigger application. Choose the trigger event as “New Leads” to activate the workflow whenever a new lead is captured.

To connect J Style with Pabbly Connect, a webhook URL will be generated. This URL acts as a bridge between J Style and Pabbly. Since J Style does not allow users to add this URL directly, you must send it to your account manager at J Style to set it up. After the setup, click on “Capture Webhook Response” to confirm the connection.


4. Adding Action to Google Sheets

After successfully capturing the webhook response, the next step is to add the action to Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose “Add New Row” as the action event.

  • If no existing connection exists, click “Add New Connection”.
  • Sign in with your Google account to grant permissions.
  • Select the specific spreadsheet you want to use.

Once connected, map the fields from J Style to the corresponding fields in your Google Sheets. This ensures that every new lead is automatically recorded in your spreadsheet, streamlining your data management process with Pabbly Connect.


5. Testing the Integration

With everything set up, it’s time to test your integration between J Style and Google Sheets using Pabbly Connect. Click “Save and Send Test Request” to verify that the data flows correctly from J Style into Google Sheets.

Check your Google Sheets to confirm that the lead details appear as expected. If everything is set up properly, you should see the new lead information reflected in your spreadsheet. This confirms that your automation workflow is functioning correctly, thanks to Pabbly Connect.


Conclusion

In this tutorial, we detailed how to integrate J Style with Google Sheets using Pabbly Connect. By following these steps, you can automate lead capture and streamline your data management effectively. This integration enhances efficiency and saves time, allowing you to focus on growing your business.

How to Create AI Automation for Free in 5 Minutes

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1. Accessing Pabbly Connect for Automation

To begin, open your browser and navigate to Pabbly Connect by searching for pabbly.com/connect. If you’re a new user, click on the “Sign up for free” button on the top right corner. This allows you to explore Pabbly Connect with up to 100 tasks for free each month.

Once you have signed up, you can start creating your automation workflows. Existing users can directly access their workflow builder. The intuitive interface of Pabbly Connect will guide you through the setup process.


2. Creating Your First Workflow in Pabbly Connect

In the workflow builder of Pabbly Connect, you need to set up your trigger and action. The trigger is the event that starts your automation, while the action is what happens next. For this tutorial, we will schedule a Facebook post every day.

  • Select “Schedule” as your trigger application.
  • Choose the frequency, for example, every day at 1:00 PM.
  • Click on “Save” to confirm your trigger settings.

Your workflow is now set to run daily at the specified time. This is the first step in automating your Facebook posts using Pabbly Connect.


3. Generating AI Content for Facebook Posts

Next, you will need to generate content for your Facebook posts using an AI tool integrated with Pabbly Connect. Click on “Add New Action Step” and select Gemini as your action application.

To connect Gemini, you will need to provide an API key from Google AI studio. Follow these steps:

  • Go to Google AI studio and navigate to the “Get API Key” section.
  • Create a new API key and copy it.
  • Paste the API key into the connection settings in Pabbly Connect.

Once connected, enter your prompt for content generation and select the model you wish to use. Click on “Save and Send Test Request” to generate your post content.


4. Posting Generated Content to Facebook

After generating your content, the next step is to post it to your Facebook page through Pabbly Connect. Click on “Add New Action Step” again and select Facebook Pages as your action application.

To connect your Facebook account, ensure you are logged in, then click on “Add a New Connection”. Follow the prompts to authorize Pabbly Connect to access your Facebook pages.

  • Select the Facebook page you want to post to (e.g., Stacy Drape).
  • Map the generated content from the previous step into the message field.
  • Click on “Save and Send Test Request” to post your message.

Upon successful posting, you will see your new content on your Facebook page, demonstrating the power of automation through Pabbly Connect.


5. Conclusion: Automate Your Facebook Posts with Pabbly Connect

By following these steps, you have successfully set up an automated workflow using Pabbly Connect to generate and post content on Facebook. This process not only saves time but also enhances your social media engagement effortlessly.

Explore more automation possibilities with Pabbly Connect and take your social media strategy to the next level. Start automating today and experience the benefits of seamless integration!

How to Send Automated SMS Notifications Easily

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1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, visit the website pabby.com/connect. This is where you can sign up for a free account or log in if you’re an existing user. Pabbly Connect allows you to automate workflows between applications like Facebook Lead Ads and Twilio.

Once you log in, you’ll see various Pabbly applications. Click on “Access Now” under Pabbly Connect to reach the dashboard. From here, you can create a new workflow to connect your Facebook Lead Ads with Twilio SMS notifications.


2. Creating a New Workflow in Pabbly Connect

To create a new workflow, select the option to create from scratch. This is where you can set up the automation you need. Using the AI workflow builder, you can quickly describe your desired automation.

For example, you could write: “When a new lead comes in from Facebook, send SMS via Twilio.” The AI will then prompt you to select the trigger app, which in this case is Facebook Lead Ads. Choose the event as “New Lead Instant”. Next, select Twilio for the action app and choose “Send SMS Message”.

  • Select “Facebook Lead Ads” as the trigger app.
  • Choose “New Lead Instant” as the event.
  • Select “Twilio” for the action app.
  • Choose “Send SMS Message” as the action event.

After confirming the workflow details, click “Approve and Create” to finalize your automation setup.


3. Connecting Facebook Lead Ads to Pabbly Connect

Now that your workflow is created, it’s time to connect Facebook Lead Ads to Pabbly Connect. Click on “Connect with Facebook Lead Ads” and select your Facebook account. This connection allows Pabbly Connect to access your lead data.

Once connected, you will need to choose your Facebook page and the specific lead generation form you want to use. For instance, select the page named “Prime Properties” and the form titled “Real Estate Lead Form”. This ensures that only leads from this form are captured by Pabbly Connect.


4. Testing Lead Capture with Pabbly Connect

To test your setup, you need to generate a test lead. Use the Meta lead ad testing tool to create a lead submission. This step is crucial to ensure that Pabbly Connect correctly captures the lead data.

After generating a test lead, return to Pabbly Connect, where you will see a successful response indicating that the lead details have been captured. This confirms that your trigger setup is working correctly.

  • Use the Meta lead ad testing tool to create a test lead.
  • Return to Pabbly Connect to view the captured lead details.
  • Confirm the successful response in Pabbly Connect.

With this, you have successfully set up the trigger for your automation.


5. Sending SMS via Twilio through Pabbly Connect

After confirming that your trigger is working, the next step is to send an SMS to the captured lead using Twilio. In Pabbly Connect, set up a new connection with Twilio by entering your Account SID and Auth Token. These details can be found in your Twilio account.

Once connected, you will need to specify the SMS body. For instance, you can customize the message to say: “Hi [Name], thank you for your inquiry. We have received your details and our team will contact you shortly.” Use the mapping feature to insert the lead’s name dynamically into the SMS body.

Finally, click on “Save and Send Test Request” to test the SMS functionality. If successful, you will receive a confirmation message indicating that the SMS has been sent to the lead’s phone number. This completes your automation setup using Pabbly Connect.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate SMS notifications for new leads from Facebook Lead Ads using Twilio. This integration streamlines your lead communication process effectively.

Bulk WhatsApp Messages for School Announcements

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1. Accessing Pabbly Chatflow for Automation

To begin automating school announcements, access Pabbly Chatflow by visiting the Pabbly website. Existing users can log in, while new users should search for pabbly.com/chartflow in their browser.

Once on the landing page, click on the “Sign Up for Free” option in the top right corner. This grants you 100 free credits monthly, allowing you to send up to 100 announcements without charge.


2. Setting Up Broadcasts in Pabbly Chatflow

After logging into Pabbly Chatflow, navigate to the “Broadcast” feature on the left sidebar. Click on the “Add Broadcast” button to start creating your announcement campaign.

  • Select “Broadcast Campaign” as the broadcast type.
  • Enter a broadcast name, such as “New Announcement”.
  • Choose a contact list that you will notify.

Creating a contact list is essential, which can be done by going to the “Contact” section on the left. You can add contacts manually or upload a CSV file for bulk contacts.


3. Configuring Message Types in Pabbly Chatflow

In Pabbly Chatflow, you can select between two message types: a pre-approved template message or a regular message. For a regular message, simply enter the caption and content.

If you prefer a pre-approved template message, select it from the template list. Ensure that the template has been approved by the meta before using it.


4. Sending Announcements via Pabbly Chatflow

To send the announcement, you need to enter a username and mobile number for testing purposes. After entering these details, click on “Send Test Message” to verify the message format.

Once confirmed, you can either send the message instantly or schedule it for later. If scheduling, select the desired date and time from the calendar.

  • Choose “Send Instantly” to deliver the message immediately.
  • Select “Schedule for Later” to set a specific time for dispatch.

After scheduling, you can view delivery stats, including how many messages were sent, delivered, read, or failed.


5. Conclusion: Automate with Pabbly Chatflow

In this tutorial, we explored how to automate school announcements using Pabbly Chatflow. By following the steps outlined, you can efficiently communicate with parents without manual effort.

Pabbly Chatflow simplifies the process of sending bulk messages through WhatsApp, ensuring that you can keep parents informed with ease.

Try out Pabbly Chatflow today to enhance your school’s communication strategy!

Get Instant Booking Alerts in Google Chat (Full Automation 🔥)

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1. Accessing Pabbly Connect for Automation

To start automating your booking management, access Pabbly Connect by visiting pabby.com/connect. This platform enables seamless integration between various applications, including Zoho Bookings and Google Chat.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on “Sign up for free” to create an account. Existing users can simply log in. Upon signing up, you will receive 100 free tasks monthly to explore Pabbly Connect’s features.


2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on “Create Workflow” and choose to create from scratch or use the AI workflow builder. For this tutorial, we will create from scratch.

  • Click on “Create from Scratch”.
  • Enter a name for your workflow, such as “Zoho to Google Chat Integration”.
  • Select Zoho Bookings as the trigger app.

After setting up the workflow name and selecting the trigger, you will be prompted to choose the specific trigger event. Choose “Booking Created” to initiate the workflow when a new booking is made.


3. Setting Up Zoho Bookings in Pabbly Connect

With your workflow created, the next step involves connecting your Zoho Bookings account to Pabbly Connect. You will receive a webhook URL that acts as a bridge between Zoho Bookings and Pabbly Connect.

To set this up, go to your Zoho Bookings account and navigate to the integrations section. Here, you will paste the webhook URL provided by Pabbly Connect. Ensure the trigger event is set to “Booking Created” to capture new bookings accurately.

  • Navigate to the “Integrations” section in Zoho Bookings.
  • Paste the webhook URL from Pabbly Connect.
  • Set the trigger to “Booking Created”.

Once you have completed these steps, your Zoho Bookings will successfully communicate with Pabbly Connect, enabling automated notifications.


4. Integrating Google Chat with Pabbly Connect

Now that Zoho Bookings is connected to Pabbly Connect, the next step is to set up the Google Chat integration. This will allow notifications about new bookings to be sent directly to your Google Chat space.

To do this, select Google Chat as the action app in your workflow. You will need to create a custom card message that includes the details of the booking. This involves mapping fields such as client name, email, and appointment details from the previous response.

  • Choose “Google Chat” as the action app.
  • Select “Create Custom Card Message” as the action event.
  • Map the required fields from the booking response.

After mapping the fields, you will click “Save and Send Test Request” to ensure that your Google Chat receives the booking notifications correctly.


5. Testing the Integration

With both Zoho Bookings and Google Chat set up in Pabbly Connect, it’s time to test the integration. Perform a dummy booking on your Zoho bookings page to see if the notification is sent to Google Chat.

After completing the dummy booking, check your Google Chat space for the custom card message. It should display the booking details such as client name, email, and service type. If everything is set correctly, this indicates that the integration is successful.

Here’s how to perform the test:

  • Make a test booking on your Zoho bookings page.
  • Check your Google Chat for the notification.
  • Verify that all details are correct.

If you see the notification with the correct details, your integration is fully operational, and you can now automate your booking notifications successfully.


Conclusion

This tutorial demonstrated how to automate booking notifications from Zoho Bookings to Google Chat using Pabbly Connect. By following these steps, you can streamline your booking management process and ensure your team is always informed of new appointments.