Turn Every Lead Into a Conversation with AI Automations Using Pabbly Chatflow

Learn how to automate conversations and turn leads into clients using Pabbly Chatflow with this step-by-step tutorial. Discover the integration process today! Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Chatflow for AI Automation

To start automating your lead conversations, the first step is to access Pabbly Chatflow. Simply navigate to www.Pabbly.com/chatflow in your web browser. This platform is essential for creating your AI agent that will handle conversations automatically.

Once on the Pabbly Chatflow website, you will need to sign in to your account. If you are a new user, you can sign up for free, which includes 100 credits monthly. After signing in, you will be directed to the Pabbly applications page where you can select Pabbly Chatflow.


2. Creating Your AI Agent in Pabbly Chatflow

Within Pabbly Chatflow, creating your AI agent is straightforward. Click on the ‘AI Assistant’ option in the dashboard. Here, you will see the option to add a new AI assistant. Click on ‘Add AI Assistant’ to begin the setup process.

  • Name your AI assistant, for example, ‘AI Agent for Real Estate’.
  • Select the instruction type as ‘AI Agent’ from the dropdown menu.
  • Adjust the creativity level of the AI responses based on your preferences.

After configuring these settings, ensure you save your AI assistant. This process allows Pabbly Chatflow to effectively manage your automated responses based on the queries received from leads.


3. Uploading Knowledge Base for AI Responses

The next step involves uploading a knowledge base that your AI agent will use to respond to inquiries. In Pabbly Chatflow, navigate to the knowledge source section where you can upload your prepared document. This document should contain all relevant information your AI needs to assist users.

  • Include details like property types, pricing, and location preferences.
  • Ensure your knowledge base is comprehensive to cover various queries.

Once uploaded, Pabbly Chatflow will utilize this knowledge base to generate accurate replies to user queries, enhancing user experience and automating your lead management effectively.


4. Activating Your AI Assistant in Conversations

After setting up your AI assistant and uploading the knowledge base, the next critical step is to activate your AI assistant within conversations. In Pabbly Chatflow, go to the inbox section where you can manage conversations.

Select the conversation you want the AI assistant to handle, and choose your created AI agent from the options. This activation allows the AI to respond to incoming messages automatically, ensuring no lead goes unattended.

For broader application, you can enable AI auto replies for all chats in the settings. This allows Pabbly Chatflow to manage all incoming queries without needing to activate the AI assistant individually for each chat, streamlining your workflow.


5. Testing Your AI Agent’s Functionality

To ensure everything works as intended, send a test message through WhatsApp. For example, ask, ‘Do you help with home loans?’ After sending, observe how your AI agent responds. If set up correctly, it should provide relevant information based on your knowledge base.

This testing phase is crucial as it allows you to fine-tune responses and ensure that Pabbly Chatflow is effectively managing conversations. Adjust any settings or knowledge base entries based on the responses received during testing.

Once satisfied with the AI agent’s performance, you can confidently use Pabbly Chatflow to automate conversations with leads, turning inquiries into actionable insights seamlessly.


Conclusion

In conclusion, utilizing Pabbly Chatflow to automate lead conversations can significantly enhance your business efficiency. By following the steps outlined, you can create a responsive AI agent that engages leads effectively, ensuring timely and accurate communication.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Auto-Send Brochure via WhatsApp for LinkedIn Leads with Pabbly Connect

Learn how to automate sending brochures via WhatsApp for LinkedIn leads using Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To begin automating the process of sending brochures via WhatsApp for LinkedIn leads, you need to access Pabbly Connect. Visit the official Pabbly website and navigate to the Pabbly Connect section. If you are a new user, you can sign up for free and explore the features of Pabbly Connect with 100 free tasks every month.

Existing users can simply log in to their accounts. Once logged in, you will see the dashboard where all applications are listed. Click on the ‘Access Now’ button under the Pabbly Connect section to start creating your automation workflow.


2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. For this tutorial, name it ‘Auto Send Brochure via WhatsApp for LinkedIn Leads’. Choose a suitable folder for your workflow and click the ‘Create’ button.

  • Name your workflow appropriately.
  • Select a folder to organize your workflows.
  • Click on the ‘Create’ button to finalize.

Your workflow is now created, and you will need to set up the trigger. In Pabbly Connect, triggers are the events that start your automation.


3. Setting Up the Trigger for LinkedIn Lead Ads

In this step, you need to set up the trigger that will initiate the workflow when a new lead is generated from LinkedIn. Select ‘LinkedIn Lead Ads’ as your trigger application. The event you want to capture is ‘Lead Notification’. Click the ‘Connect’ button to establish a connection. using Pabbly Connect

You can choose to add a new connection by clicking on the ‘Connect with LinkedIn’ button. Enter your LinkedIn account password when prompted and confirm the connection. After successfully connecting, select your sponsored account from the dropdown menu and click on the ‘Save and Send Test Request’ button to test the trigger.


4. Sending WhatsApp Messages via Pabbly Connect

Once the trigger is set up, the next step is to send a WhatsApp message using the WhatsApp Cloud API. In your workflow, add an action step by selecting ‘WhatsApp Cloud API’ as the action application. Choose the event ‘Send Template Message’ and click the ‘Connect’ button. using Pabbly Connect

  • Fill in the required fields such as token, phone number ID, and WhatsApp business account ID.
  • Map the phone number field to the lead’s phone number captured from the trigger.
  • Select the template you created for the WhatsApp message.

Ensure to include the media link for the brochure uploaded to your WordPress account. Once all fields are filled and data is mapped correctly, click on the ‘Save and Send Test Request’ button to send a test message.


5. Conclusion: Automate Your Leads with Pabbly Connect

In this tutorial, you learned how to automate the process of sending brochures via WhatsApp for LinkedIn leads using Pabbly Connect. By following the steps outlined, you can create a seamless workflow that enhances your lead engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Utilizing Pabbly Connect not only simplifies this process but also allows you to integrate various applications effectively, ensuring that your marketing efforts are both efficient and effective. Start automating today with Pabbly Connect and watch your lead conversion rates increase.

How to Add WhatsApp Business Leads to Sendgrid List Using Pabbly Connect

Learn how to automate adding WhatsApp business leads to your Sendgrid list using Pabbly Connect with this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp business leads with Sendgrid, first, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website at Pabbly.com/connect.

If you’re a new user, click on the ‘Sign Up Free’ button to create an account. Existing users should click on ‘Sign In’. Pabbly Connect offers 100 free credits monthly for new users to explore automation possibilities.


2. Creating a Workflow in Pabbly Connect

Once logged in, navigate to the dashboard of Pabbly Connect and click on the ‘Create Workflow’ button. This is where you will set up the automation for adding WhatsApp leads to your Sendgrid account.

  • Select the new beta version of the workflow builder for a modern experience.
  • Name your workflow, for example, ‘Add WhatsApp Business Leads to Sendgrid List’.
  • Choose a folder to save your workflow for better organization.

After setting this up, you will see the trigger and action buttons. The trigger will be WhatsApp Cloud API, and the action will be Sendgrid. This setup is crucial for the automation to function correctly.


3. Setting Up the Trigger with WhatsApp Cloud API

For the trigger, select the WhatsApp Cloud API from the application list in Pabbly Connect. Choose the trigger event as ‘Message Notification’ to activate the workflow when a new message is received on WhatsApp.

Click the ‘Connect’ button to generate a webhook URL. This URL will be used to connect your WhatsApp account with Pabbly Connect. Follow the instructions provided to set up the webhook in your WhatsApp Cloud API settings.


4. Configuring the Action Step with Sendgrid

After successfully setting up the trigger, it’s time to configure the action step. Select Sendgrid as your action application in Pabbly Connect. Choose the action event as ‘Add or Update a Contact’. This will allow you to add new contacts to your Sendgrid list whenever a message is received.

  • Connect your Sendgrid account by entering the API key obtained from your Sendgrid settings.
  • Fill in the required fields: email, first name, last name, and phone number.
  • Map the WhatsApp message sender’s details to these fields for seamless data transfer.

Once all fields are filled, click ‘Save and Send Test Request’ to verify that the integration works. You should see the contact added to your Sendgrid account.


5. Finalizing the Integration and Testing

With the action step configured, the last step is to test the entire integration. Send a message to your WhatsApp number to trigger the workflow. Check your Sendgrid account to confirm that the contact appears in your specified list. using Pabbly Connect

This integration will now automatically add any new WhatsApp inquiries as contacts in your Sendgrid list. This real-time automation saves you time and ensures you never miss a lead.


Conclusion

By following this tutorial, you have successfully learned how to use Pabbly Connect to add WhatsApp business leads to your Sendgrid list. This integration enables seamless communication and efficient lead management, enhancing your business automation capabilities.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Product Update Emails for Google Lead Ads Leads Using Pabbly Connect and SendGrid

Learn how to automate product update emails for Google Lead Ads leads using Pabbly Connect and SendGrid with this detailed 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


1. Accessing Pabbly Connect for Automation

To automate sending product update emails for Google Lead Ads leads, first, access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you’re a new user, you can sign up for free to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that will facilitate the integration between Google Ads and SendGrid. This is crucial for automating your email notifications to new leads captured through Google Ads.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Send Product Update Email Automatically for Google Leads Ads Leads Using SendGrid’. This will help you easily identify it later.

  • Click on the ‘Create Workflow’ button.
  • Select the trigger application, which will be Google Ads.
  • Choose ‘New Lead Form Entry’ as the trigger event.

After setting up the trigger, you will need to connect your Google Ads account to Pabbly Connect. This connection allows Pabbly Connect to receive data whenever a new lead is generated from your Google Ads campaigns.


3. Connecting Google Ads to Pabbly Connect

To connect Google Ads, you will need a webhook URL provided by Pabbly Connect. This URL acts as a bridge between Google Ads and Pabbly Connect, enabling the transfer of lead data. Copy the webhook URL and paste it into the lead delivery option in your Google Ads form settings.

Once you have set up the webhook, send a test lead from Google Ads to ensure the connection is working. If successful, you will see the test data appear in your Pabbly Connect workflow, confirming that the integration is set up correctly.


4. Sending Emails Using SendGrid

After successfully connecting Google Ads, it’s time to set up SendGrid as the action application in your workflow. In Pabbly Connect, select SendGrid and choose the action event as ‘Send Email’. This allows you to automate the email notifications that will be sent to your new leads. using Pabbly Connect

  • Connect your SendGrid account by entering the API key.
  • Map the email address from the Google Ads lead data to the ‘Send To Email’ field.
  • Customize the email subject and content, using dynamic fields to personalize the message.

This setup ensures that every time a new lead is captured, an email is automatically sent using SendGrid, enhancing your communication efficiency.


5. Testing and Verifying the Integration

Once your workflow is fully set up, it’s crucial to test the entire process. Send a test lead through Google Ads and check if the email is successfully sent via SendGrid. This step verifies that the integration between Google Ads and SendGrid through Pabbly Connect is functioning as intended.

If the test is successful, you can be confident that your automation is working. From now on, every new lead captured through Google Ads will automatically receive a product update email, saving you time and ensuring consistent communication with your leads.


Conclusion

In this tutorial, we explored how to automate sending product update emails for Google Lead Ads leads using Pabbly Connect and SendGrid. By following these steps, you can enhance your lead management process and improve communication efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add LinkedIn Ads Leads to Apollo.io Using Pabbly Connect

Learn how to integrate LinkedIn Ads leads to Apollo.io seamlessly using Pabbly Connect. Follow this step-by-step tutorial for effective automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To add LinkedIn Ads leads to Apollo.io, the first step is to access Pabbly Connect. This platform allows users to automate workflows without needing programming skills. If you are a new user, visit the Pabbly Connect landing page and sign up for a free account to explore its features.

Once you have signed up, log in to your Pabbly Connect account and navigate to the workflow builder. This is where you will create the automation to link LinkedIn Ads leads with Apollo.io. The workflow builder is essential as it contains the trigger and action settings that will facilitate the integration.


2. Setting Up LinkedIn as a Trigger in Pabbly Connect

In the workflow builder of Pabbly Connect, you need to set LinkedIn as the trigger application. Click on the ‘Add Trigger’ button, then search for and select ‘LinkedIn’. For the event, choose ‘Lead Notifications’ and click on ‘Connect’.

  • Select ‘Add a New Connection’ if you haven’t connected LinkedIn yet.
  • Enter your LinkedIn credentials and sign in.
  • Choose your sponsored account and click ‘Save and Send Test Request’.

After saving, Pabbly Connect will wait for a webhook response, which you will generate by submitting a lead form on LinkedIn. This step is crucial to ensure that the integration captures the necessary data.


3. Performing a Test Submission to Capture Data

To test the integration, you need to perform a test submission through your LinkedIn ad. When you fill out the lead form with dummy details, Pabbly Connect will capture this data as a webhook response. Ensure that your LinkedIn ad is active for the test submission to work properly. using Pabbly Connect

Fill in the required fields, such as email address and phone number, in the lead form. Once submitted, Pabbly Connect will display a confirmation message indicating that the information has been sent successfully. You can then check the workflow to see if the response has been captured.


4. Creating a New Contact in Apollo.io

After capturing the lead details, the next step is to create a new contact in Apollo.io. In the Pabbly Connect workflow, click on ‘Add New Action Step’ and search for ‘Apollo’. Select it, then choose the event ‘Create Contact’ and click on ‘Connect’. using Pabbly Connect

  • If you have a pre-existing connection, select it; otherwise, create a new connection.
  • Navigate to Apollo’s admin settings and generate a new API key.
  • Map the required fields from the LinkedIn lead data to Apollo.

Once the mapping is complete, click on ‘Save and Send Test Request’. You should receive a confirmation that the contact has been successfully created in Apollo.io.


5. Conclusion: Automating Your Lead Process with Pabbly Connect

By following these steps, you can seamlessly integrate LinkedIn Ads leads into Apollo.io using Pabbly Connect. This automation ensures that every new lead captured from LinkedIn is instantly added to your Apollo contacts, saving you time and effort.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With Pabbly Connect, you can streamline your lead management process and focus on converting leads into customers. This powerful integration allows you to work more efficiently and effectively in your business operations.

Automate Law Firm Consultations via WhatsApp with Pabbly Chatflow

Learn how to automate law firm consultations via WhatsApp using Pabbly Chatflow and Pabbly Chatflow. Step-by-step tutorial with detailed instructions. Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.

Watch Step By Step Video Tutorial Below


1. Introduction to Automating Consultations with Pabbly Chatflow

Automating law firm consultations via WhatsApp is made easy with Pabbly Chatflow. This platform allows you to create a WhatsApp chatbot that can automatically respond to client inquiries, saving time and enhancing efficiency. By streamlining communication, Pabbly Chatflow ensures that leads receive timely responses without manual intervention.

Using Pabbly Chatflow, you can set up a bot that collects essential information from clients and schedules consultations. This process involves integrating various applications like Google Sheets for data management, ensuring that all client information is recorded accurately and efficiently.


2. Setting Up Your Pabbly Chatflow Account

To begin, visit the Pabbly Chatflow website and sign up for an account. Once logged in, you will have access to the dashboard where you can create your WhatsApp chatbot. This step is crucial for automating your law firm consultations via WhatsApp.

  • Go to the Pabbly Chatflow homepage.
  • Click on ‘Sign Up’ to create a new account.
  • Log in to your account to access the dashboard.

Once in the dashboard, you can start creating your flow by selecting the ‘Flow’ section. This is where you will design your chatbot to handle client queries effectively.


3. Creating Your WhatsApp Chatbot with Pabbly Chatflow

To create your WhatsApp chatbot, navigate to the flow builder within Pabbly Chatflow. Click on the ‘Add Flow’ button to start a new project. Name your flow something descriptive, such as ‘Automate Law Firm Consultations via WhatsApp’. This helps in identifying the flow later.

Next, set up a trigger for your flow. You can choose from various options, but for this automation, select the ‘Keywords’ trigger. This allows the bot to activate when specific words are sent by a client. Enter keywords like ‘hello’ or ‘consultation’ to initiate the conversation.

  • Create a new flow in the Pabbly Chatflow dashboard.
  • Set the trigger as ‘Keywords’.
  • Enter relevant keywords to start the bot.

After setting the trigger, design the welcome message that the bot will send to clients. This message should include options for booking consultations or asking queries, guiding clients on how to proceed.


4. Collecting Client Information Using Pabbly Chatflow

Once the client interacts with your bot, you can collect essential information through a series of questions. Use the ‘Ask Question’ feature in Pabbly Chatflow to prompt clients for their full name, phone number, and preferred consultation date.

Make sure to create custom fields in Pabbly Chatflow to store the data collected from clients. This allows for easy management and retrieval of client information. After gathering the data, you can send it to Google Sheets for further processing.

Use the ‘Ask Question’ feature to collect data. Create custom fields for storing client information. Integrate with Google Sheets to manage collected data.

This setup ensures that all client information is captured accurately and can be used for scheduling consultations and follow-ups.


5. Finalizing the Integration with Pabbly Connect

To complete the automation process, integrate Pabbly Connect with your Pabbly Chatflow setup. This integration allows you to send collected data directly to Google Sheets. Start by creating a new workflow in Pabbly Connect and set the trigger as ‘New Message Received’ from Pabbly Chatflow.

Next, configure the action to add a new row in Google Sheets. Map the fields from your Pabbly Chatflow custom fields to the corresponding columns in Google Sheets. This ensures that every consultation request is recorded accurately and efficiently.

Create a workflow in Pabbly Connect. Set the trigger to ‘New Message Received’. Map fields to Google Sheets for data entry.

After testing the integration, your automated law firm consultation process via WhatsApp will be fully functional, providing a seamless experience for both you and your clients.


Conclusion

In conclusion, automating law firm consultations via WhatsApp using Pabbly Chatflow and Pabbly Connect streamlines communication and enhances efficiency. By following the steps outlined in this tutorial, you can create a fully functional chatbot that manages client inquiries and schedules consultations effortlessly. This automation not only saves time but also improves client satisfaction.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Automatically Send WhatsApp Product Information for Instagram Lead Ads with Pabbly Connect

Learn how to automate sending WhatsApp product information to leads from Instagram Lead Ads using Pabbly Connect. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect to Start Integration

To begin automating the process of sending WhatsApp product information to leads from Instagram Lead Ads, first, you need to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in or signing up for a new account. This platform is essential for creating the integration workflow.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for your Instagram Lead Ads integration. This is where you will set up the trigger and action that will allow you to send WhatsApp messages automatically.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to select the workflow builder. Choose the new beta version for a modern interface. Name your workflow something descriptive, like ‘Send WhatsApp Product Information Automatically for Instagram Lead Ads’. This will help you identify the workflow later. using Pabbly Connect

  • Select the folder where you want to save your workflow.
  • Confirm the workflow name and click on create.

After creating the workflow, you will see a prompt to set up the trigger application. In this case, select Instagram Lead Ads as your trigger. This is crucial because it indicates that the workflow will start whenever a new lead is captured from your ads.


3. Connecting Instagram Lead Ads to Pabbly Connect

Now that you have set up the workflow, the next step is to connect Instagram Lead Ads to Pabbly Connect. Choose the trigger event as ‘New Lead Instant’. You will need to connect your Instagram account through your Facebook account, as Instagram is managed through Facebook’s ad platform.

After clicking on ‘Connect’, if you already have a connection, you can save it. If not, select ‘Add New Connection’ and follow the prompts to log in to your Facebook account. Ensure that your Facebook page and Instagram account are linked correctly. Once connected, select the specific Facebook page and lead generation form you want to use.


4. Setting Up Action to Send WhatsApp Messages

With the trigger set, the next step is to configure the action that will send WhatsApp messages. For this action, select AI Sensei as your action application in Pabbly Connect. Choose the action event ‘Send Template Message’. This setup will allow you to send a pre-defined message to the leads captured.

  • Enter your API key from AI Sensei to establish a connection.
  • Select the campaign and template that you have created for sending messages.

Make sure to map the necessary fields such as the lead’s phone number and name from the Instagram Lead Ads response. This mapping ensures that each lead receives a personalized message based on the information they provided.


5. Testing and Launching the Workflow

After setting up both the trigger and action steps in Pabbly Connect, it’s time to test your workflow. Perform a test submission using the lead ad testing tool to ensure that the integration works as expected. Once you submit the test lead, check if the WhatsApp message is received correctly.

If everything works smoothly, finalize the workflow and make it live. Your integration is now set up to automatically send WhatsApp product information to any new leads generated from your Instagram Lead Ads campaigns. This automation will save you time and enhance your communication with potential customers.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending WhatsApp product information to leads generated from Instagram Lead Ads. By following the steps outlined, you can enhance your marketing efforts and ensure timely communication with your leads.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Adding LinkedIn Leads to GoHighLevel CRM Using Pabbly Connect

Learn how to automate adding LinkedIn leads to GoHighLevel CRM using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To automate adding LinkedIn leads to GoHighLevel CRM, first, you need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once on the landing page, you will see options to either sign in or sign up. If you are a new user, click on sign up for free to receive 100 free tasks every month. Existing users should click on sign in to access their accounts. After logging in, select Pabbly Connect to begin your integration process.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the create workflow button. You will be prompted to choose between the new workflow builder and the classic one. For this tutorial, select the new workflow builder for a modern interface.

  • Enter a name for your workflow.
  • Choose a folder to save your workflow.
  • Click on create to open the workflow window.

In the workflow window, you will see options for setting up triggers and actions. The trigger will be the event that starts the automation, while the action will be what happens as a result. Click on the add trigger button to proceed.


3. Setting Up the Trigger for LinkedIn Leads

For the trigger application, search for and select Pabbly Connect as the integration platform. Choose LinkedIn as the application and select lead notifications as the event. Click on connect to establish the connection.

If you have already set up a connection, you can choose select existing connection. Otherwise, click on add a new connection to input your LinkedIn login credentials. Once connected, select your sponsored account and click on save and send test request to capture the webhook response.


4. Adding Action Step to Create Contact in GoHighLevel

After capturing the webhook response, you need to add an action step to create a contact in GoHighLevel. Click on add new action step and search for Pabbly Connect again, selecting lead connector V2 as the action application. Choose create contact as the event and click connect.

  • If prompted, authorize the connection by granting permissions.
  • Select the sub-account you want to connect.
  • Map the lead details from LinkedIn to the corresponding fields in GoHighLevel.

Once all details are mapped, click on save and send test request. You should receive a confirmation that a new contact has been created in GoHighLevel. Check your GoHighLevel account to confirm the new contact appears with the correct details.


5. Finalizing the Automation Workflow

With the workflow set up, every time a new lead fills out the LinkedIn form, Pabbly Connect will automatically create a new contact in GoHighLevel. This automation eliminates the need for manual entry, saving you valuable time.

To ensure everything works as intended, perform a test submission through your LinkedIn ad. After submitting, check your GoHighLevel account to see if the new contact is created with the correct information. This confirms that your workflow is functioning correctly.


Conclusion

In this tutorial, we demonstrated how to automate adding LinkedIn leads to GoHighLevel CRM using Pabbly Connect. By following the step-by-step process, you can streamline your lead management and enhance your business efficiency. Start using Pabbly Connect today to simplify your workflows and boost productivity.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Track LinkedIn Lead Ads Leads Automatically in Google Sheets Using Pabbly Connect

Learn how to automatically track LinkedIn Lead Ads leads in Google Sheets using Pabbly Connect for easy segmentation. Follow our detailed tutorial now! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for Tracking LinkedIn Lead Ads

Tracking LinkedIn Lead Ads leads automatically in Google Sheets is a powerful way to manage leads effectively. Using Pabbly Connect, you can set up this integration without any coding skills. This tutorial will guide you through the entire process of establishing this connection.

With Pabbly Connect, you can create a seamless workflow that captures lead information from LinkedIn and stores it in Google Sheets. This ensures that all your leads are organized and easily accessible for segmentation and follow-up.


2. Setting Up Pabbly Connect for LinkedIn Lead Ads

To begin using Pabbly Connect, first visit the Pabbly Connect website at www.Pabbly.com/connect. Here, you can either sign in or create a new account. If you’re a new user, you will receive 100 free tasks each month to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button, and name your workflow ‘Track LinkedIn Lead Ads Automatically in Google Sheets for Easy Segmentation.’ Choose a folder for your workflow and click ‘Create’ to proceed.


3. Connecting LinkedIn to Pabbly Connect

In your newly created workflow, the first step is to set up a trigger. Select LinkedIn as your trigger application and choose the event as ‘Lead Notifications.’ Click the connect button and follow the prompts to establish a connection.

  • Click on ‘Add New Connection’ to link your LinkedIn account.
  • Select your sponsored account where your ads are running.
  • Click ‘Save and Send Test Request’ to check the connection.

After generating a test lead in LinkedIn, return to Pabbly Connect to verify that the response has been captured successfully. This confirms that your LinkedIn account is now connected to Pabbly Connect.


4. Adding Google Sheets to the Workflow

Next, you will add an action step to your workflow to send captured lead data to Google Sheets. Select Google Sheets as your action application and choose the event ‘Add New Row.’ Click the connect button to link your Google Sheets account.

  • Sign in with your Google account.
  • Select the spreadsheet you want to use (e.g., ‘Leads Details’).
  • Map the lead data fields such as name, email, and phone number.

After mapping the fields, click ‘Save and Send Test Request’ to ensure that the data is being sent correctly. Check your Google Sheets to see if the lead information has been added successfully. This integration allows you to manage your leads efficiently using Pabbly Connect.


5. Conclusion: Automate Your Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to track LinkedIn Lead Ads leads automatically in Google Sheets simplifies your lead management process. This integration allows you to capture and segment leads without manual effort, making your workflow more efficient.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By following the steps outlined in this tutorial, you can easily set up this automation and enhance your lead management strategy. Start using Pabbly Connect today to streamline your business processes!


How to Add MagicBricks Leads to Google Sheets Using Pabbly Connect

Learn how to seamlessly add MagicBricks leads to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for efficient automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating MagicBricks leads into Google Sheets, you first need to access Pabbly Connect. If you are an existing user, simply log in to your Pabbly Connect account. For new users, visit the Pabbly Connect landing page using the URL provided in the description and click on ‘Sign Up for Free’ in the top right corner.

Once registered, you will have access to 100 tasks monthly to explore the capabilities of Pabbly Connect. After logging in, navigate to the workflow builder where you can create the automation needed for your integration.


2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects MagicBricks with Google Sheets using Pabbly Connect. Start by clicking on the ‘Add New Workflow’ button. You will need to set up a trigger, which will initiate the process when a new lead is received from MagicBricks.

  • Click on the ‘Add Trigger’ button.
  • Search for ‘MagicBricks’ and select it.
  • Choose the event as ‘New Leads’ and click on ‘Connect’.

After connecting, a webhook URL will be provided. Copy this URL and reach out to your MagicBricks account manager to configure this URL in your MagicBricks account. This step is crucial as it allows MagicBricks to send lead data directly to your Pabbly Connect workflow.


3. Capturing Lead Details from MagicBricks

Once the webhook URL is set up, you can test the connection by receiving a lead from MagicBricks. This is done through Pabbly Connect, where you will see the captured lead details in the webhook response.

After the lead is captured, you will see information such as first name, last name, email address, city, requirement, and phone number. This data is essential for the next step where we will send it to Google Sheets.

  • Make sure to verify all lead details are captured correctly.
  • This step confirms that your integration is working as expected.

With the lead details captured, we can now proceed to add these details into Google Sheets using Pabbly Connect.


4. Adding Leads to Google Sheets via Pabbly Connect

Now that we have captured the lead details, it’s time to add them to Google Sheets. Click on the ‘Add New Action Step’ and search for ‘Google Sheets’ in Pabbly Connect.

Select the event as ‘Add New Row’ and click on ‘Connect’. If you have previously connected Google Sheets to Pabbly Connect, select the existing connection; otherwise, create a new connection by signing in with your Google account and granting the necessary permissions.

Choose the spreadsheet where you want to add the lead details. Select the specific sheet (e.g., Sheet1) for the data insertion.

Next, map the lead details from the previous step to the corresponding fields in Google Sheets. Mapping ensures that the data is dynamically inserted every time a new lead is received. After mapping, click on ‘Save and Send Test Request’ to verify that the data is correctly added to Google Sheets.


5. Finalizing the Automation and Testing

With the mapping complete, you can finalize your automation. From now on, whenever a new lead comes from MagicBricks, the details will automatically be added to Google Sheets without any manual intervention. This seamless integration is powered by Pabbly Connect.

After testing, you should see the lead details reflected in your Google Sheets. You no longer need to return to Pabbly Connect to manually trigger the workflow each time a lead is received. This automation saves time and ensures efficient lead management for your sales team.

To conclude, Pabbly Connect not only simplifies the integration between MagicBricks and Google Sheets but also enhances your operational efficiency. Enjoy the benefits of automation and focus more on closing deals rather than manual data entry.


Conclusion

In this tutorial, we explored how to add MagicBricks leads to Google Sheets using Pabbly Connect. This automation streamlines your lead management process, allowing for efficient follow-ups and better sales tracking.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.