Author: Rudra Sisodiya

Learn how to automate customer feedback requests after Stripe payments using Pabbly Connect, integrating Google Forms and Gmail seamlessly. 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

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1. Accessing Pabbly Connect for Automation

To automate customer feedback requests after Stripe payments, you first need to access Pabbly Connect. Visit Pabbly’s website and navigate to the Pabbly Connect section. This platform allows you to integrate various applications seamlessly.

Once on the homepage, you can either sign in if you are an existing user or sign up for a free account. Pabbly Connect provides an intuitive interface to set up your automation workflows.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located on the dashboard. You will be prompted to name your workflow.

• Name your workflow something descriptive, like ‘Automate Customer Feedback Requests After Stripe Payment’.
• Select a folder for organizing your workflows, such as ‘Automations’.

Once you have named your workflow and selected a folder, you will see the workflow setup page. Here, you can define your trigger and action events for the automation.

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3. Setting the Trigger for Stripe Payments

In this step, you will set the trigger for your workflow in Pabbly Connect. Choose ‘Stripe’ as your trigger application. This will allow Pabbly Connect to listen for new payments made through your Stripe account.

Next, select the trigger event as ‘New Charge’. This means that every time a new payment is received, the workflow will be activated. You will then need to copy the webhook URL provided by Pabbly Connect and add it to your Stripe account under the Webhooks settings.

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4. Configuring Gmail to Send Feedback Requests

After setting up the trigger with Stripe, the next step involves configuring Gmail to send the feedback request email. In Pabbly Connect, select ‘Gmail’ as your action application.

• Choose the action event as ‘Send Email’.
• Connect your Gmail account with Pabbly Connect by following the authorization prompts.

Once connected, fill in the recipient’s email address dynamically by mapping it from the Stripe trigger response. You can personalize the email content by including the customer’s name and a link to a Google Form for feedback.

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5. Testing Your Automation Workflow

The final step is to test your entire automation setup in Pabbly Connect. Make a test payment through your Stripe account to see if the feedback request email is sent successfully.

Check the recipient’s Gmail inbox to ensure that the email appears with the correct subject and body content, including the Google Form link. If everything is correct, your automation is now live and ready to collect customer feedback automatically after each payment.

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Conclusion

In conclusion, automating customer feedback requests after Stripe payments using Pabbly Connect streamlines your feedback collection process. By following the steps outlined, you can ensure valuable insights from your customers without any manual effort.

Learn how to automate the process of adding leads from Google Ads to Salesforce 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 Integration

To start integrating Google Ads and Salesforce, we first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications without any coding skills. Simply go to the Pabbly website by typing ‘Pabbly.com’ in your browser.

Once on the website, sign in to your Pabbly account. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard to create your first workflow.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to start building your automation. Name your workflow ‘Add Leads from Google Ads to Salesforce Automatically’ and select a folder for organization. This naming helps in identifying workflows easily.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Select Google Ads as the trigger application.

This setup indicates that whenever a new lead is generated in Google Ads, it will automatically trigger an action in Salesforce to create a new lead. This seamless integration is made possible through Pabbly Connect.

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3. Setting Up Google Ads as the Trigger

Now, let’s configure Google Ads as the trigger application in Pabbly Connect. Choose ‘New Lead Form Entry’ as the trigger event. This ensures that the workflow is activated whenever a new lead is captured in Google Ads.

Next, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge between Google Ads and Pabbly Connect. Copy this URL and head to your Google Ads account to set it up.

• Open your Google Ads account and locate the lead delivery option.
• Paste the copied webhook URL into the designated field.
• Save your settings to establish the connection.

With this setup, every time a new lead is generated in Google Ads, the information will flow directly into Pabbly Connect, allowing for seamless integration with Salesforce.

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4. Configuring Salesforce as the Action Application

After setting up Google Ads, the next step is to configure Salesforce as the action application in Pabbly Connect. Select ‘Create Lead’ as the action event. This action will automatically create a new lead in your Salesforce account whenever a new lead is captured from Google Ads.

To connect Salesforce, you will need to authorize Pabbly Connect to access your Salesforce account. Click on ‘Connect’, and if prompted, grant the necessary permissions. Once connected, you can begin mapping the fields from Google Ads to Salesforce.

Map the fields such as first name, last name, email, and phone number from the Google Ads response. Ensure that you do not manually enter these details; use the mapping feature to keep the data dynamic. Select the lead source and status as needed.

Once all fields are mapped correctly, click ‘Save and Send Test Request’. This will send a test lead to Salesforce, confirming that your integration is functioning as intended through Pabbly Connect.

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5. Testing the Integration and Confirmation

After completing the setup, it’s crucial to test the integration between Google Ads and Salesforce via Pabbly Connect. Send a test lead from Google Ads and check the response in Pabbly Connect’s dashboard.

If everything is set up correctly, you should see a successful response indicating that the lead was created in Salesforce. You can verify this by logging into your Salesforce account and checking the leads section.

Check for the newly created lead in Salesforce. Ensure all details match the test lead data sent from Google Ads. If successful, your automation is complete!

This integration demonstrates how Pabbly Connect can streamline your lead management process by automating the transfer of data from Google Ads to Salesforce, ensuring no leads are missed and saving you valuable time.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding leads from Google Ads to Salesforce. By following the steps outlined, you can ensure that your lead management is efficient and effective, enhancing your business operations.

Utilizing Pabbly Connect not only simplifies the integration process but also allows for real-time updates, ensuring your sales team has the most current information at their fingertips.

Learn how to use Pabbly Connect to seamlessly integrate 99acres leads into Zoho CRM and instantly notify your sales team on Discord with this detailed tutorial.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Automation

To begin integrating 99acres leads into your CRM, first access Pabbly Connect by navigating to the Pabbly Connect website. You can do this by entering ‘Pabbly.com/connect’ in your browser. This platform is essential for creating automated workflows without any programming knowledge.

Once on the Pabbly Connect landing page, you will see options to either sign in or sign up for free. New users can sign up and receive 100 free tasks monthly. Existing users should click on the ‘Sign In’ button to access their dashboard, where they can create and manage workflows.

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2. Create a New Workflow in Pabbly Connect

After signing in, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this integration, name it ‘Add 99acres Leads to CRM and Instantly Notify Sales Team on Discord’ and select an appropriate folder for saving.

The workflow window will open, displaying options for triggers and actions. Triggers initiate the workflow, while actions are the responses. For this integration, select 99acres as the trigger application and choose ‘New Leads’ as the trigger event.

• Access Pabbly Connect and sign in.
• Click on ‘Create Workflow’ and name it.
• Select 99acres as the trigger application.

After selecting the trigger, Pabbly Connect will provide a webhook URL. This URL must be copied and configured in your 99acres account to receive lead details automatically. Contact your 99acres account manager to set up this webhook integration.

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3. Map Lead Details to Zoho CRM Using Pabbly Connect

Once the webhook is set up, the next step in Pabbly Connect is to map the lead details into Zoho CRM. Select Zoho CRM as the action application and choose ‘Create Lead’ as the action event. This will allow you to add the lead details captured from 99acres.

To connect to Zoho CRM, click ‘Add New Connection’ and enter your Zoho domain. After connecting, you will need to map the lead details such as first name, last name, email, and city from the previous step. This mapping ensures that the data is dynamically inserted into your CRM.

• Select Zoho CRM as the action application.
• Choose ‘Create Lead’ as the action event.
• Map the lead details from 99acres.

After mapping the lead details, click on ‘Save and Send Test Request’ to ensure that the lead is successfully created in Zoho CRM. Refresh your Zoho CRM dashboard to confirm that the new lead details appear correctly.

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4. Notify Sales Team on Discord via Pabbly Connect

The final step in this integration process is to notify your sales team on Discord whenever a new lead is added. In Pabbly Connect, add another action step and select Discord as the action application. Choose ‘Send Channel Message Markdown’ as the action event to send a formatted message to your team.

To set this up, you will need to create a webhook in Discord. Navigate to your server settings, select integrations, and create a new webhook. Copy the webhook URL and paste it back into Pabbly Connect. Then, compose your message by mapping the lead details you want to share with your team.

Select Discord as the action application. Choose ‘Send Channel Message Markdown’ as the action event. Map the lead details into the message.

After setting up the message, click ‘Save and Send Test Request’ to verify that the message is sent to your Discord channel. Your sales team will now receive instant notifications whenever a new lead is captured from 99acres.

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5. Conclusion: Streamline Your Lead Management with Pabbly Connect

By following this tutorial, you have successfully integrated 99acres leads into Zoho CRM and set up notifications for your sales team on Discord using Pabbly Connect. This automation ensures that no lead is missed, allowing your team to respond promptly and effectively.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your lead management process, making it easier to convert leads into clients. Start automating your workflows today and experience the benefits of seamless integration.

Learn how to create leads in Salesforce from MagicBricks inquiries using Pabbly Connect. Follow this step-by-step tutorial 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. Accessing Pabbly Connect for Integration

To create leads in Salesforce from MagicBricks inquiries, the first step is to access Pabbly Connect. Start by navigating to the Pabbly Connect website. There, you will find options to sign in or sign up for a free account.

If you are an existing user, simply sign in to your account. For new users, signing up is free and offers 100 free tasks every month. Once logged in, you will see the dashboard where you can start creating your automation workflows.

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2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the button to create a workflow and name it ‘Create Lead in Salesforce from MagicBricks Inquiry’. This name will help you identify the workflow later.

• Click on the create button to proceed.
• You will see two windows: one for the trigger and another for the action.

In this setup, the trigger window is where you will specify what event will start the automation. The action window is where you define what happens once the trigger event occurs.

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3. Setting Up the Trigger for MagicBricks Inquiry

To begin the integration, set up the trigger in Pabbly Connect. Select ‘MagicBricks’ as the trigger application. The trigger event you want to capture is ‘New Inquiry’. This means that every time a new inquiry is generated in MagicBricks, it will trigger the workflow.

Once you select the trigger, Pabbly Connect will provide you with a webhook URL. This URL needs to be shared with the management team handling your MagicBricks account. They will use this URL to connect MagicBricks to Pabbly Connect.

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4. Setting Up the Action in Salesforce

Now that you have configured the trigger, you will set up the action step in Pabbly Connect. Select ‘Salesforce’ as the action application and choose the action event ‘Create Record’. This action will create a new lead in Salesforce whenever a new inquiry is received.

• Click on the connect button to link your Salesforce account.
• Authorize Pabbly Connect to access your Salesforce account.

After authorization, you will need to select the object type as ‘Lead’. After this, map the lead data fields from the MagicBricks inquiry to the corresponding fields in Salesforce. This mapping ensures that the inquiries are accurately transferred as leads.

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5. Finalizing the Integration and Testing

After mapping the necessary fields, you can finalize the integration in Pabbly Connect. Click on ‘Save and Send Test Request’ to check if the integration works correctly. If successful, you will receive a confirmation response.

To verify, log into your Salesforce account and check the leads section. You should see a new lead created with the details from the MagicBricks inquiry. This confirms that the integration is working flawlessly, allowing you to manage your leads efficiently without manual entry.

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Conclusion

In this tutorial, we demonstrated how to create leads in Salesforce from MagicBricks inquiries using Pabbly Connect. This integration automates the process, saving time and ensuring accuracy in lead management. By following the steps outlined, you can streamline your workflow and enhance your sales process.

Learn how to automate tracking Facebook leads in Google Sheets for your e-commerce store using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Automation

To automatically track Facebook leads in Google Sheets for your e-commerce store, you first need to access Pabbly Connect. This powerful automation platform allows you to seamlessly integrate various applications without any coding or programming skills.

Start by visiting the Pabbly Connect website and either sign in or create a new account. If you are a new user, you can sign up for free and receive 100 tasks per month. Once logged in, you will see the Pabbly Connect dashboard where you can create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, create a new workflow for tracking Facebook leads. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Track Facebook Leads in Google Sheets for E-Commerce Store’. using Pabbly Connect

• Select a workflow name that reflects its purpose.
• Choose a folder to organize your workflows.
• Click the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will see two windows: the trigger window and the action window. The trigger window is where you will specify the event that starts the automation, while the action window is where you define what happens as a result.

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3. Configuring Facebook Lead Ads as Trigger in Pabbly Connect

In the trigger window, select ‘Facebook Lead Ads’ as your trigger application. This allows Pabbly Connect to respond to new leads generated from your Facebook ads. using Pabbly Connect

Choose the trigger event as ‘New Lead Instant’ and click the ‘Connect’ button. A prompt will appear asking you to add a new connection. Follow the instructions to connect your Facebook account to Pabbly Connect.

• Select the specific Facebook page you are using for your ads.
• Choose the lead generation form you have set up.
• Click ‘Save and Send Test Request’ to test the connection.

Once the connection is established, you can generate a test lead using the Meta Lead Ads testing tool to ensure everything is working correctly. This step is crucial for verifying that Pabbly Connect is capturing the lead data accurately.

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4. Setting Up Google Sheets as Action in Pabbly Connect

Next, you need to configure the action step in your workflow. Select ‘Google Sheets’ as your action application, which will allow you to record the lead information captured from Facebook. using Pabbly Connect

For the action event, select ‘Add New Row’ and click the ‘Connect’ button. Similar to the previous step, you will add a new connection to your Google account. Choose the appropriate spreadsheet and sheet where you want the lead information to be stored.

Select the spreadsheet named ‘Leads Details’. Choose ‘Sheet1’ as the destination for your lead data. Map the fields for full name, email, and phone number from the previous step.

After mapping the fields, click on the ‘Save and Send Test Request’ button. This action will create a new row in your Google Sheets with the lead’s information, confirming that your automation is functioning as intended.

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5. Testing and Verifying Your Integration

Now that you have set up both the trigger and action, it’s time to test the entire workflow. Generate a new test lead through the Facebook Lead Ads testing tool, just as you did earlier.

After submitting the test lead, check your Google Sheets to verify that the lead’s information has been recorded. If everything is configured correctly, you should see the new lead details populated in your specified sheet.

Ensure the lead’s full name, email, and phone number appear correctly. If the data is missing, double-check your mappings in Pabbly Connect.

This testing phase is crucial as it confirms that your integration between Facebook Lead Ads and Google Sheets via Pabbly Connect is working seamlessly, allowing you to track leads automatically.

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Conclusion

By following this tutorial, you can successfully use Pabbly Connect to automatically track Facebook leads in Google Sheets for your e-commerce store. This automation saves time and ensures efficient lead management.

With Pabbly Connect, you can enhance your business operations, allowing you to focus on what matters most—growing your e-commerce store.

Learn how to automate order confirmation emails in WooCommerce using Pabbly Connect and Gmail. Follow our step-by-step tutorial 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 Pabbly Connect for WooCommerce and Gmail Integration

Pabbly Connect is an automation solution that allows you to send order confirmation emails after a WooCommerce purchase using Gmail. This integration enhances customer experience by ensuring timely and branded communication directly from your Gmail account. using Pabbly Connect

To get started, you need to access Pabbly Connect and set up your workflow. This automation will allow you to connect WooCommerce and Gmail seamlessly, ensuring that every order triggers a confirmation email.

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2. Setting Up Your Pabbly Connect Account

First, navigate to the Pabbly Connect website to create or log into your account. If you are a new user, you can sign up for free and explore the features available. Existing users can simply sign in to access their dashboard. using Pabbly Connect

• Click on ‘Create Workflow’
• Name your workflow, e.g., ‘Send Order Confirmation Emails’
• Select the folder to save your workflow

Once you have created your workflow, you will be taken to the workflow window where you can set up triggers and actions. Here, you will select WooCommerce as the trigger application.

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3. Configuring WooCommerce as the Trigger Application

To set up WooCommerce as your trigger application in Pabbly Connect, select ‘WooCommerce’ and choose the trigger event as ‘New Order Created’. This will ensure that every time a new order is placed, it will trigger the workflow. using Pabbly Connect

Next, you will receive a webhook URL. This URL needs to be copied and added to your WooCommerce settings to establish the connection. Navigate to your WordPress dashboard, open WooCommerce settings, and find the ‘Advanced’ tab.

• Go to ‘Webhooks’
• Click ‘Add Webhook’
• Enter a name and paste the webhook URL
• Set the status to ‘Active’ and topic to ‘Order Created’

After saving the webhook, you will confirm the connection is successful. This will allow Pabbly Connect to receive order details from WooCommerce.

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4. Mapping Order Details and Sending Emails via Gmail

Once WooCommerce is set up, the next step is to configure Gmail as your action application in Pabbly Connect. Select Gmail and choose the action event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect if you haven’t done so already. using Pabbly Connect

For the recipient’s email address, instead of entering it manually, you will map the email address from the WooCommerce order details. This mapping allows for dynamic content, meaning each email will automatically include the correct customer’s address.

Map the recipient’s email from the WooCommerce order Set the sender’s name to your business name Customize the email subject and body using dynamic order data

After setting up the email content, click on ‘Save and Send Test Request’ to ensure everything is working correctly. Check your Gmail to confirm that the order confirmation email has been sent successfully.

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5. Finalizing Your Pabbly Connect Workflow

After successfully sending a test email, your workflow is nearly complete. You can now set it to run automatically in the background. This means that every time a new order is created in WooCommerce, an email will be sent to the customer without any manual intervention.

To finalize, ensure that all settings are saved and that your workflow is active. This will automate your order confirmation process, enhancing customer satisfaction and ensuring timely communication.

By using Pabbly Connect, you have created a seamless integration between WooCommerce and Gmail, allowing for efficient order confirmation email delivery. Enjoy the benefits of automation and improved customer experience!

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Conclusion

In this tutorial, you have learned how to automate sending order confirmation emails after a WooCommerce purchase using Pabbly Connect and Gmail. By following these steps, you can enhance customer engagement and streamline your order confirmation process.

Learn how to auto-create tasks in Salesforce after receiving inquiries from JustDial with Pabbly Connect. Follow our detailed step-by-step tutorial. 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 Start Integration

To auto-create tasks in Salesforce after receiving inquiries from JustDial, the first step is to access Pabbly Connect. You can do this by navigating to pabby.com/connect in your web browser. This will take you to the Pabbly Connect homepage where you can either sign up or log in.

If you are a new user, click on ‘Sign Up Free’ to create an account and get started. Existing users can simply click on ‘Sign In’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create workflows to automate your tasks.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, you will need to name your workflow. For this integration, a suitable name would be ‘Auto-Create Task in Salesforce After JustDial Inquiry’.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize the workflow setup.

Once you have created the workflow, you will see the two crucial elements of automation: Trigger and Action. The trigger will be set to JustDial, while the action will be configured to create a task in Salesforce.

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3. Setting Up the Trigger with JustDial

The next step involves setting up the trigger in Pabbly Connect. Select JustDial as your trigger application and choose the trigger event as ‘New Leads’. This means that every time a new lead is received from JustDial, the workflow will be activated automatically.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting your JustDial account with Pabbly Connect. You will need to send this webhook URL to your JustDial account manager, as JustDial does not allow direct input of the webhook URL within its user interface.

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4. Creating a Task in Salesforce

Once you have set up the trigger, the next step is to create a task in Salesforce. In this action step, you will select Salesforce as your action application and choose ‘Create a Record’ as the action event. This is where you will connect your Salesforce account with Pabbly Connect.

• Connect to Salesforce by clicking ‘Connect’.
• Select the Salesforce object, which should be ‘Lead’.
• Map the lead details from the JustDial inquiry to the corresponding fields in Salesforce.

Mapping the data ensures that the new lead information is accurately captured in Salesforce. After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the lead record is created successfully.

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5. Finalizing the Integration and Creating the Task

After successfully creating the lead record in Salesforce, the final step is to create a task for that lead. Select Salesforce again as your action application and this time choose ‘Create a Task’ as the action event. You can use the existing connection to Salesforce that was established earlier.

In this step, you will need to map the necessary fields such as the task subject, due date, and priority. For the due date, you can use the Date Time Formatter feature in Pabbly Connect to calculate the due date as seven days after the inquiry date. Once all fields are mapped, click on ‘Save and Send Request’. This will create the task in Salesforce, linked to the newly created lead.

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Conclusion

In this tutorial, we have detailed how to auto-create tasks in Salesforce after receiving inquiries from JustDial using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance your productivity.

Learn how to use Pabbly Connect to automatically capture leads from Facebook Lead Ads into Google Sheets. Follow our step-by-step guide 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

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1. Accessing Pabbly Connect for Integration

To begin capturing leads from Facebook Lead Ads to Google Sheets automatically, you first need to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect to reach the Pabbly Connect homepage.

Once on the homepage, sign up for a free account or log in if you already have one. You will be directed to your dashboard where you can create a new workflow to automate the lead capturing process.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect to facilitate the integration between Facebook Lead Ads and Google Sheets. Click on the ‘Create Workflow’ button located on the top right corner of your dashboard.

• Name your workflow, for example, ‘Capture Leads from Facebook Lead Ads to Google Sheets Automatically.’
• Select a folder to organize your workflow.

After naming your workflow, select the folder where you want to save it. This helps in keeping your workflows organized, especially when you have multiple integrations.

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3. Setting Up the Trigger for Facebook Lead Ads

The next step involves setting up the trigger for your Facebook Lead Ads in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application and choose the trigger event as ‘New Lead Instant.’ This means whenever a new lead is captured, it will trigger the workflow.

Now, you will need to connect your Facebook account. Click on the ‘Connect’ button and follow the prompts to authorize Pabbly Connect to access your Facebook Lead Ads. After successfully connecting, select the Facebook page and the specific lead form you want to capture leads from.

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4. Setting Up the Action to Add Leads to Google Sheets

Once the trigger is set up, it’s time to define the action in Pabbly Connect. Select ‘Google Sheets’ as your action application and choose ‘Add a New Row’ as the action event. This will allow new leads to be added automatically to your Google Sheets.

• Connect your Google account by clicking the ‘Connect’ button.
• Select the spreadsheet and worksheet where you want to store the leads.

After connecting your Google account, you will need to map the fields from your Facebook Lead Ads to your Google Sheets. This ensures that the lead details like name, email, and phone number are correctly placed in the respective columns.

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5. Testing the Integration

With everything set up, it’s crucial to test the integration to ensure that leads are being captured correctly. Go back to your Facebook Lead Ads and generate a test lead. Submit the form and check your Google Sheets.

If the integration is successful, you should see the new lead details automatically populated in your Google Sheets. This confirms that Pabbly Connect is effectively capturing leads from Facebook Lead Ads to Google Sheets automatically.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to seamlessly capture leads from Facebook Lead Ads into Google Sheets automatically. By following these steps, you can ensure efficient lead management and organization.

Learn how to automate follow-up tasks in HubSpot CRM from Facebook Lead Ads using Pabbly Connect. Step-by-step tutorial 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 for Automation

To automate follow-up tasks in HubSpot CRM from Facebook Lead Ads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for a free account, which allows you to explore the platform with limited features.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where the magic happens, as Pabbly Connect will facilitate the integration between Facebook Lead Ads and HubSpot CRM, making it seamless for you to automate tasks.

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2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this automation, name your workflow something like ‘Automate Follow-Up Task in HubSpot CRM from Facebook Lead Ads’ and select an appropriate folder.

• Click on the ‘Create’ button to initiate the workflow setup.
• The workflow window will open, allowing you to set up triggers and actions.

Here, you will set a trigger for when a new lead is generated from Facebook Lead Ads, which Pabbly Connect will monitor. This setup is crucial for ensuring that your sales team can follow up promptly.

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3. Set Up Trigger with Facebook Lead Ads

Select Facebook Lead Ads as your trigger application within Pabbly Connect. Choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow every time a new lead is submitted through your Facebook Lead Ads form.

To connect your Facebook Lead Ads account, click on ‘Add a New Connection’. You will be prompted to log into your Facebook account and grant necessary permissions. After connecting, choose the Facebook page and lead form associated with your ads.

• Select your Facebook page, e.g., ‘Digital Dynamics’.
• Choose the lead form you wish to automate.

Once configured, click on ‘Save and Send Test Request’ to test the connection. This will allow Pabbly Connect to capture the lead information submitted through your Facebook form, setting the stage for the next steps in HubSpot CRM.

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4. Create Follow-Up Task in HubSpot CRM

Next, you will set up the action to create a task in HubSpot CRM using Pabbly Connect. Select HubSpot CRM as your action application and choose the action event ‘Create a Task Engagement’. This action will create a new task in HubSpot whenever a new lead is captured from Facebook Lead Ads.

Connect your HubSpot account by selecting ‘Add a New Connection’. Once connected, you need to fill out the task details, including the task subject and body. For example, the subject could be ‘Follow Up with [Lead Name]’ and the body could include the lead’s contact information and their interest.

Map the lead’s first and last name into the task subject. Include details like email and phone number in the task body.

This mapping ensures that every new lead’s information is dynamically inserted into the task created in HubSpot CRM, allowing your sales team to efficiently follow up on leads.

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5. Test the Integration and Finalize

After setting up the task details, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the task data to HubSpot CRM. Verify that the task appears in your HubSpot account by refreshing the page.

To ensure everything works correctly, conduct a test submission through the Facebook Lead Ads testing tool. Once the submission is made, check if a new task is created in HubSpot CRM with the correct details filled in.

If everything is set up correctly, you should see the task titled ‘Follow Up with [Lead Name]’ in HubSpot CRM. This confirms that Pabbly Connect is successfully automating your follow-up tasks, allowing your sales team to focus on closing deals instead of manual data entry.

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Conclusion

Automating follow-up tasks in HubSpot CRM from Facebook Lead Ads using Pabbly Connect streamlines your lead management process. This integration ensures timely follow-ups, enhancing your sales efficiency. Start using Pabbly Connect today to optimize your workflows!

Learn how to create a WhatsApp chatbot for your guest house business using Pabbly Chatflow. Step-by-step tutorial for seamless integration. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your WhatsApp Chatbot

To create a WhatsApp chatbot for your guest house business, the first step is to access Pabbly Chatflow. Open a new tab and go to Pabbly.com/chatflow. This platform provides an all-in-one solution for automating WhatsApp messages and responses.

Once on the Pabbly Chatflow homepage, you will see options to sign in or sign up. If you are a new user, click on the sign-up button. Existing users can simply sign in. After signing in, navigate to the Pabbly Chatflow dashboard where you can manage your WhatsApp automation.

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2. Creating Your WhatsApp Chatbot Flow with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your WhatsApp chatbot flow. Click on the ‘Flow’ option and then select the ‘+ Add Flow’ button to start a new flow. You will need to name your flow appropriately, such as ‘Guest House WhatsApp Bot’.

• Click on the ‘+ Add Flow’ button.
• Enter a name for your flow.
• Select the appropriate options for your bot.

Once the flow is created, you can start adding messages and actions. Use the message button to create a welcome message that greets users when they initiate a chat. For example, you might write, ‘Welcome to Sunrise Guest House! How can we assist you today?’ This sets the stage for further interactions.

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3. Setting Up User Interaction in Pabbly Chatflow

In this step, you will configure how users interact with your WhatsApp chatbot. In Pabbly Chatflow, you can create buttons for different user queries such as room types, booking a room, and getting location details. Each button should connect to specific responses from your bot.

• Create buttons for ‘Room Types and Rates’, ‘Book a Room’, and ‘Get Location’.
• Connect these buttons to the respective responses.
• Ensure each response provides the necessary information.

For instance, when a user clicks on ‘Room Types and Rates’, the bot should respond with available room types and their prices, along with a button to book a room. This interactivity enhances user engagement and provides quick responses to common queries.

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4. Finalizing Your WhatsApp Chatbot in Pabbly Chatflow

Now that you have set up the user interactions, it’s time to finalize your WhatsApp chatbot. In Pabbly Chatflow, ensure all connections between messages and actions are properly linked. This ensures a smooth flow of conversation.

After reviewing your chatbot flow, click the save button to update your configuration. This step is crucial as it activates your WhatsApp chatbot, allowing it to respond to users automatically whenever they send a message to your WhatsApp business account.

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5. Testing Your WhatsApp Chatbot with Pabbly Chatflow

After creating and saving your WhatsApp chatbot in Pabbly Chatflow, it’s essential to test its functionality. Send a message to your WhatsApp business account to see how the bot responds. For example, sending a simple ‘Hi’ should trigger the welcome message you configured.

Monitor the responses to ensure they align with what you set in the flow. For instance, if you click on ‘Book a Room’, the bot should ask for your full name, check-in date, and checkout date. This testing phase ensures that your chatbot operates efficiently and provides accurate information to users.

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Conclusion

Creating a WhatsApp chatbot for your guest house business using Pabbly Chatflow streamlines customer interactions and enhances user experience. By following the steps outlined above, you can automate responses to common inquiries and improve service efficiency. Start building your chatbot today and see the benefits it brings to your business!