Author: Rajpal Tomar

Learn how to automate document creation using Pabbly Connect, Google Forms, Docs, and Drive for efficient exit form response management. 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 Document Automation

To automate document creation from exit form responses, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply sign in. Once logged in, you will reach the dashboard where you can start creating your automation workflow.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Forms to Google Docs to Google Drive.’ This name should reflect the applications you are integrating.

• Click on ‘Create’ to initiate your workflow.
• You will see the trigger and action windows for your automation.
• In the trigger window, select Google Forms as the app.

Once you select Google Forms, choose the trigger event as ‘New Response Received.’ This setup allows your automation to trigger whenever a new exit form submission is made.

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3. Connecting Google Forms to Pabbly Connect

To connect Google Forms with Pabbly Connect, copy the provided webhook URL from the trigger setup. You will need to add this URL to your Google Form.

In your Google Form, ensure that the last question is marked as required. Then, navigate to the responses tab and click on the ‘Link to Sheets’ button to create a new spreadsheet. This spreadsheet will store the form responses.

• Go to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks.’
• Install the add-on and refresh your Google Sheets.
• Select ‘Initial Setup’ from the Pabbly Connect Webhooks menu.

In the setup, paste the webhook URL, select your response sheet, and specify the trigger column. This allows Pabbly Connect to know when to send data to your workflow.

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4. Generating Documents in Google Docs

Next, we will use Pabbly Connect to send the form responses to Google Docs. In your workflow, add a new action step and select Google Docs as the app. Choose the action event ‘Create Document from Template.’

Connect your Google Docs account by clicking on ‘Sign in with Google.’ Once connected, select the exit form template document you created earlier. You will then map the form responses to the respective fields in the document template.

Map fields like employee name, department, and departure date from the form responses. Specify the new document’s name based on the employee’s name. Save and send a test request to ensure the document is generated correctly.

This integration with Pabbly Connect allows you to automatically create a new document with the exit form responses, ensuring consistency and saving time.

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5. Uploading the PDF to Google Drive

After generating the document, the next step is to upload the PDF version to Google Drive using Pabbly Connect. Add another action step, select Google Drive, and choose the action event ‘Share a File with Anyone.’

Connect your Google Drive account and map the file ID from the previous Google Docs step. This will allow you to change the sharing settings of the newly created document, making it accessible as a PDF.

Ensure the document’s sharing permissions are set to ‘Anyone with the link.’ Map the PDF URL to upload the file to a specific folder in Google Drive. Save and send a test request to confirm the upload.

This step completes the automation process where Pabbly Connect ensures that all exit form responses are efficiently documented and stored in a centralized location.

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Conclusion

In this tutorial, we explored how to automate document creation from exit form responses using Pabbly Connect, Google Forms, Docs, and Drive. This integration streamlines the process, enhancing efficiency in managing employee exit feedback.

Learn how to create a Mailchimp subscriber from a new Salesforce contact using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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 Integration

To create a Mailchimp subscriber from a new Salesforce contact, you need to access Pabbly Connect. Start by opening a new tab in your browser and searching for Pabbly Connect. Once on the landing page, you can either sign in if you are an existing user or sign up for free if you are new.

After signing in, you will see various Pabbly applications. Click on Pabbly Connect to start the integration process. This platform is designed to connect different applications seamlessly, enabling you to automate workflows efficiently.

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2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the “Create Workflow” button. You will be prompted to name your workflow and select a folder where it will be saved. Name your workflow as ‘Create Mailchimp Subscriber from New Salesforce Contact’ and click on the Create button.

• Click on the “Create Workflow” button.
• Name your workflow appropriately.
• Select the correct folder for saving your workflow.

This step is crucial as it sets the foundation for your integration. Now, you will see the workflow window where you can define the trigger and action for your automation.

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3. Setting Up the Trigger with Salesforce

In the workflow window, you need to set up the trigger. Click on the trigger application and select Salesforce as your trigger application. Then, choose the trigger event as ‘New Contact.’ This means that whenever a new contact is created in Salesforce, the workflow will be triggered automatically.

Next, click on the connect button to link your Salesforce account with Pabbly Connect. If you have an existing connection, you can select it; otherwise, choose to add a new connection. Grant the necessary permissions to allow Pabbly Connect to access your Salesforce account.

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4. Creating a New Contact in Salesforce

After setting up the trigger, you need to create a new contact in your Salesforce account. Go to Salesforce and click on the “New” button to add a new contact. Fill in the mandatory fields such as the first name, last name, email, and mobile number. For example, you can enter ‘Test’ as the first name and ‘Contact’ as the last name.

Once you have filled in the details, click on the “Save” button. After saving, return to Pabbly Connect and click on “Save and Send Test Request.” This action will send the newly created contact details back to Pabbly Connect, confirming that the trigger step is successful.

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5. Setting Up the Action with Mailchimp

Now that you have successfully set the trigger, it’s time to set up the action. In the action application section, select Mailchimp and choose the action event as ‘Add New Member with Custom Fields.’ This action will create a new subscriber in Mailchimp based on the contact created in Salesforce.

To connect your Mailchimp account, click on the connect button again. You will need to provide the API key and data center information from your Mailchimp account. Go to your Mailchimp account, navigate to your profile, and find the API keys section. Generate a new API key, copy it, and paste it into Pabbly Connect. Also, ensure you provide the correct data center as specified in your Mailchimp URL.

Finally, map the fields from the Salesforce contact to the Mailchimp subscriber fields, such as email, first name, and last name. Click on “Save and Send Test Request” to finalize the integration. You should see a confirmation that a new subscriber was created in Mailchimp, verifying that your workflow is successful.

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Conclusion

This tutorial demonstrated how to create a Mailchimp subscriber from a new Salesforce contact using Pabbly Connect. By following the outlined steps, you can automate your workflow effectively and enhance your business processes.

Learn how to set up Slack notifications for new Salesforce opportunities using Pabbly Connect. This step-by-step guide walks you through the integration process. 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 get Slack notifications for new Salesforce opportunities, you need to access Pabbly Connect. Start by opening your web browser and navigating to Pabbly Connect’s website. If you are a new user, you can sign up for a free account to get started.

Once on the Pabbly Connect landing page, click on the ‘Sign In’ button if you already have an account. After signing in, you will see a dashboard with various applications offered by Pabbly. Click on ‘Access Now’ for Pabbly Connect to begin the integration process.

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2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to enter a workflow name and select a folder for saving it. Name your workflow something like ‘Get Slack Notifications for New Salesforce Opportunities’ and select the appropriate folder.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up the trigger and action for your workflow.

In the workflow window, you will see options for setting a trigger and an action. The trigger application will be Salesforce, and the action application will be Slack. This setup allows you to automate notifications efficiently.

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3. Setting Up Salesforce Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Salesforce as your trigger application. You will then need to choose the trigger event, which should be set to ‘New Opportunity’. This ensures that your workflow will activate whenever a new opportunity is created in Salesforce.

After selecting the trigger event, you will be prompted to connect your Salesforce account. Click on ‘Connect’, and if you haven’t connected before, choose ‘Add a New Connection’. You will need to allow Pabbly Connect the necessary permissions to access your Salesforce account. Once you allow these permissions, your connection will be successful.

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4. Configuring Slack Action in Pabbly Connect

Next, you will configure the action step in Pabbly Connect. Select Slack as your action application and choose the action event as ‘Send Channel Message’. This action will enable notifications to be sent to your Slack channel whenever a new opportunity is created.

• Click on ‘Connect’ to link your Slack account.
• Choose ‘Add a New Connection’ and select the token type as ‘Bot’.

Once connected, you will need to fill in details such as the channel name, message content, and bot name. For the channel, select the appropriate Slack channel where you want to send notifications. Draft your message to include relevant details about the new opportunity, such as its name, stage, type, amount, and expected revenue.

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5. Testing and Finalizing Your Workflow

After configuring both the trigger and action in Pabbly Connect, it’s time to test your workflow. First, create a dummy opportunity in your Salesforce account to generate a test notification. Once the opportunity is created, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will capture the latest opportunity details.

If the test is successful, you will see a confirmation that the message has been sent to your Slack channel. Check your Slack channel to ensure the notification has arrived as expected, confirming that the integration works correctly.

Finally, review the entire workflow setup to ensure everything is configured correctly. Remember that Pabbly Connect will check for new data every 24 hours, but you can adjust this frequency as needed. Your automation is now complete, and you can enjoy seamless notifications for new Salesforce opportunities in Slack!

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Conclusion

In this guide, we explored how to use Pabbly Connect to get Slack notifications for new Salesforce opportunities. By following the steps outlined, you can automate your notification process efficiently and ensure your team stays updated on new opportunities.

Learn how to integrate Contact Form 7 file submissions with Google Sheets automatically using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Contact Form 7 File Submissions

To automate the process of adding Contact Form 7 file submissions to Google Sheets, we will use Pabbly Connect. Start by logging into your WordPress account where Contact Form 7 is installed. Ensure that you have created a form that includes a file upload field.

Next, visit the Pabbly Connect homepage by entering the URL in your browser. Here, you can either sign in or sign up for a free account. After signing in, navigate to the dashboard where you will create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Add Contact Form 7 File Submissions to Google Sheets.’ Select the appropriate folder for your workflow, which can help you organize your automations.

After naming your workflow, click on the ‘Create’ button. You will be prompted to set up a trigger. Select ‘Contact Form 7’ as your trigger application and choose ‘New Form Submission’ as the trigger event. This will initiate the automation whenever a new form is submitted.

• Select ‘Contact Form 7’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Click on ‘Connect’ to set up the connection.

Once the trigger is set, you will receive a webhook URL from Pabbly Connect. This URL needs to be copied and pasted into your Contact Form 7 settings to connect it with the automation.

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3. Connecting Contact Form 7 to Pabbly Connect

To connect your Contact Form 7 with Pabbly Connect, go to your WordPress dashboard and edit the form you created. In the form settings, find the ‘Webhook’ section and paste the webhook URL you copied from Pabbly Connect.

After pasting the URL, save the changes to your form. Go back to Pabbly Connect and click on the ‘Capture Webhook Response’ button. This will allow you to test the connection by submitting a form entry.

• Paste the webhook URL into the Contact Form 7 webhook settings.
• Click ‘Save’ to apply the changes.
• Submit a test entry to capture the webhook response.

Once you submit a test entry, you will see a response captured in Pabbly Connect. This confirms that the integration between Contact Form 7 and Pabbly Connect is successful.

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4. Setting Up Google Sheets Action in Pabbly Connect

Now that your trigger is set up, the next step is to configure the action in Pabbly Connect. Choose ‘Google Sheets’ as your action application and select ‘Add New Row’ as the action event. This means that each new form submission will create a new row in your specified Google Sheet.

Click on ‘Connect’ to establish a connection with your Google Sheets account. You will need to sign in and grant Pabbly Connect access to your Google Sheets. Once connected, select the spreadsheet you created for storing the submissions, such as ‘Nature Photography,’ and choose the specific sheet to which you want to add the data.

Select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event. Map the fields from the webhook response to the corresponding columns in your Google Sheet.

Map the fields such as name, email, and image link from the webhook response to the respective columns in your Google Sheet. After mapping, click on the ‘Save and Send Test Request’ button to verify the action.

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5. Testing the Automation with Pabbly Connect

With both the trigger and action set up, it’s time to test the automation. Go back to your Contact Form 7 on your website and submit a new test entry. Ensure that you fill out all fields, including the file upload field.

After submitting the form, return to Pabbly Connect and check the Google Sheet you specified. You should see a new row added with the details from your test submission, including the uploaded file link. This confirms that the automation is working correctly.

Submit a new form entry on your website. Check your Google Sheet for the new row with the submission details. Verify that the file link is accessible and correct.

By following these steps, you have successfully set up an automation that adds Contact Form 7 file submissions to Google Sheets using Pabbly Connect. This integration streamlines your workflow and ensures that all submissions are recorded automatically.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Contact Form 7 file submissions to Google Sheets. By following the steps outlined, you can efficiently manage your submissions while ensuring that all data is captured accurately.

Learn how to create an Airtable record for Facebook Lead Ads using Pabbly Connect. This tutorial provides step-by-step instructions to automate your lead management process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To create an Airtable record for Facebook Lead Ads, you first need to access Pabbly Connect. This platform allows you to automate processes between various applications seamlessly. Start by visiting the Pabbly Connect homepage and either sign in or sign up for a free account.

Once logged in, you will see the dashboard where you can manage your workflows. If you are a new user, you can get 300 tasks every month to explore the software. Click on the ‘Create Workflow’ button to initiate the integration process.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to connect Facebook Lead Ads with Airtable. After clicking on the ‘Create Workflow’ button, name your workflow, for instance, ‘Create Airtable Record for Facebook Lead Ads’. Choose a relevant folder to categorize your workflow.

• Click on ‘Create’ to proceed.
• Select Facebook Lead Ads as your trigger application.
• Choose ‘New Lead’ as the trigger event.

After setting the trigger, you need to connect your Facebook account with Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’ to authorize your Facebook account. This step ensures that the leads generated from your Facebook ads can be captured by Pabbly Connect.

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3. Configuring Facebook Lead Ads in Pabbly Connect

Once your Facebook account is connected, select your Facebook page that has the lead ads. Choose the lead generation form that you want to use. For instance, if you have a form named ‘New Leads Form’, select it to ensure that only leads from this form are captured. using Pabbly Connect

After selecting the form, click on ‘Save and Send Test Request’. Pabbly Connect will now be waiting for a webhook response from Facebook. To test this, go to the Meta for Developers site and use the Lead Ads Testing Tool to submit a test lead.

• Select your page and form in the testing tool.
• Enter dummy data and submit the lead.
• Check back in Pabbly Connect for the response.

Once the test lead is submitted, you should see the response in Pabbly Connect, confirming that the trigger setup is successful. This indicates that your Facebook Lead Ads are now correctly configured with Pabbly Connect.

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4. Setting Up Airtable Action in Pabbly Connect

The next step in the automation process is to set up the action in Pabbly Connect. Choose Airtable as your action application and select ‘Create Record’ as the action event. This allows Pabbly Connect to create a new record in Airtable every time a lead is generated from Facebook.

Connect your Airtable account by clicking on ‘Connect’ and selecting ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Airtable account. After successful authorization, select the base you created for your leads, such as ‘Facebook Lead’.

Select the table where you want to create the record. Map the fields from your Facebook lead response to Airtable fields. Ensure you enable type casting if needed.

After mapping the fields such as name, email, and phone number, click on ‘Save and Send Test Request’. Pabbly Connect will then create a new record in your Airtable base, confirming that the action has been successfully set up.

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5. Testing Your Automation with Pabbly Connect

To ensure that your automation is functioning correctly, it’s essential to test it thoroughly. Start by submitting a new lead using the Lead Ads Testing Tool in Meta for Developers. This time, you may need to delete the previous test lead to create a new one.

After deleting the previous lead, refresh the window and submit a new test lead with different dummy data. Once submitted, check your Airtable to see if the new record appears. You should see the details of the new lead reflected in your Airtable base.

This final step confirms that the entire automation process between Facebook Lead Ads and Airtable is working seamlessly through Pabbly Connect. You can now manage your leads efficiently without manual data entry.

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Conclusion

In this tutorial, we demonstrated how to create an Airtable record for Facebook Lead Ads using Pabbly Connect. By automating this process, you can streamline lead management and improve efficiency. With the steps provided, you can easily set up this integration and ensure that your leads are captured automatically.

Learn how to send automated Holi invites on WhatsApp using Pabbly Connect with Google Sheets integration. Follow our step-by-step tutorial for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To send automated Holi invites on WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new folder for your workflow by clicking on the icon to create a folder. Name it ‘Google Sheets to WhatsApp’ to keep your integrations organized.

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2. Creating a Workflow in Pabbly Connect

After creating the folder, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Send Automated Holi Invites on WhatsApp’. Select the folder you just created. using Pabbly Connect

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

Now, go back to Google Sheets and set up the webhook by navigating to Extensions > Pabbly Connect Webhook > Initial Setup. Paste the copied URL and select the trigger column, which should be the final data column where you will enter the customer details.

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3. Setting Up Google Sheets for Automation

To complete the setup, ensure that your Google Sheet contains all the necessary customer details. After pasting the webhook URL in the setup, test the connection by sending a test request from Pabbly Connect, ensuring that the data is received correctly.

Once the test is successful, you will see the response indicating that the trigger column and other details have been captured. This confirms that your Google Sheets are now connected to Pabbly Connect.

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4. Integrating WhatsApp Cloud API with Pabbly Connect

With Google Sheets set up, the next step is to integrate the WhatsApp Cloud API. In Pabbly Connect, select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’. using Pabbly Connect

• Connect your WhatsApp Cloud API account by entering your temporary access token, phone number ID, and WhatsApp business account ID.
• Select the template you have created for the Holi invitation.
• Map the recipient’s mobile number and the body of the message accordingly.

After setting this up, click on ‘Save and Send Test Request’ to check if the message is sent successfully. You should see the status as accepted, confirming the message is on its way.

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5. Sending Automated Invites to Customers

Now that the integration is complete, you can send automated invites to all customers listed in your Google Sheets. Go back to Google Sheets, navigate to Extensions > Pabbly Connect Webhook, and click on ‘Send All Data’. Remember to do this only after confirming that your workflow is correctly set up.

Once you enable this option, Pabbly Connect will automatically send the Holi invitations to all the customers in your sheet. This process is seamless and efficient, ensuring that your invites reach everyone without any manual effort.

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Conclusion

By using Pabbly Connect, you can effortlessly send automated Holi invites on WhatsApp by integrating Google Sheets with the WhatsApp Cloud API. This automation saves time and enhances your communication during festive occasions. Follow the steps outlined in this tutorial to streamline your invite process effectively.

Learn how to set up a webhook inside Contact Form 7 using Pabbly Connect. Follow our step-by-step guide to integrate Google and automate your workflows.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Webhook Integration

To set up a webhook inside Contact Form 7, first, you need to access Pabbly Connect. This platform acts as a bridge to connect various applications, including Google and Contact Form 7. Start by logging into your Pabbly Connect account.

Once logged in, navigate to the ‘Triggers’ section in Pabbly Connect. Here, you will select Contact Form 7 as your trigger application. This selection will initiate the integration process when a new form submission occurs.

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2. Configuring the Contact Form 7 Plugin

Next, you need to configure the Contact Form 7 plugin within your WordPress dashboard. To do this, install and activate the Contact Form 7 plugin if you haven’t done so already. This is crucial as it will allow you to create forms that can be integrated with Pabbly Connect.

• Go to the WordPress dashboard and select ‘Plugins’.
• Click on ‘Add New’ and search for ‘Contact Form 7’.
• Install and activate the plugin.

After activation, create a new form or edit an existing one. Make sure to add fields like Full Name, Email, and Phone Number to capture user information effectively.

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3. Adding the Webhook URL to Contact Form 7

After setting up your form, the next step is to add the webhook URL provided by Pabbly Connect. This URL will allow data from your Contact Form 7 submission to be sent directly to Pabbly Connect.

In your Contact Form settings, look for the ‘Webhook’ section. Here, paste the webhook URL you copied from Pabbly Connect. Ensure that you have selected the option to send the data to the webhook.

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4. Testing the Integration with Pabbly Connect

To ensure that your integration is working correctly, perform a test submission using your Contact Form 7 form. This step is essential to verify that the data is being sent to Pabbly Connect successfully.

Submit the form and check your Pabbly Connect dashboard. You should see the response captured from the form submission, confirming that the integration has been set up correctly.

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5. Finalizing the Google Integration

Finally, you can integrate the captured data into Google Sheets using Pabbly Connect. In Pabbly Connect, select Google Sheets as your action application and choose the option to add a new row.

Map the fields from the Contact Form 7 submission to the corresponding columns in your Google Sheets. This mapping is crucial for ensuring that the data is organized correctly in your spreadsheet.

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Conclusion

In this tutorial, we covered how to set up a webhook inside Contact Form 7 using Pabbly Connect. By following these steps, you can seamlessly integrate Google and automate your workflows effectively. This setup enhances your data management and streamlines your processes.

Learn how to automate employee feedback surveys with Pabbly Connect, Google Forms, and Google Chat. Follow this detailed 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

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1. Accessing Pabbly Connect for Automation

To automate employee feedback surveys, the first step is to access Pabbly Connect. This platform allows you to connect various applications seamlessly. Start by visiting the Pabbly website and signing in or signing up for a free account.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that will automate tasks between Google Forms and Google Chat. This initial setup is crucial for building your automation process.

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2. Creating a Workflow in Pabbly Connect

Creating a new workflow is essential for integrating Google Forms with Google Chat using Pabbly Connect. Click on the ‘Create Workflow’ button on the dashboard. Name your workflow something descriptive, like ‘Automate Employee Feedback Surveys with Google Forms to Google Chat’.

• Select the folder where you want to save the workflow.
• Set up the trigger application as Google Forms.
• Choose the event ‘New Response Received’ as the trigger event.

After setting up the trigger, you can proceed to connect Google Forms with Pabbly Connect. This connection will allow you to receive real-time feedback submissions directly into your Google Chat.

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3. Connecting Google Forms to Pabbly Connect

To connect Google Forms to Pabbly Connect, you need to use the provided webhook URL. Copy the webhook URL from Pabbly Connect and paste it into your Google Form settings. This step ensures that every new submission triggers an event in Pabbly Connect.

Next, go to your Google Sheets linked to the Google Form. Under the extensions menu, select the Pabbly Webhook add-on. If you haven’t installed it yet, you can find it in the Google Workspace Marketplace. Configure the webhook settings by pasting the copied URL and selecting the trigger column.

• Set the trigger column as the last data entry column in your spreadsheet.
• Enable the ‘Send on Event’ option in the Pabbly Webhook settings.

This configuration allows the Google Sheets to communicate with Pabbly Connect whenever a new response is received, effectively automating the feedback process.

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4. Sending Feedback to Google Chat

After setting up the trigger, it’s time to configure the action step in Pabbly Connect. Select Google Chat as the action application and choose the event ‘Create Custom Card Message’. This action will send the feedback responses to your HR team in real-time.

To complete the setup, you will need to provide a Chat Webhook URL from your Google Chat settings. Create a new webhook for your HR team space and copy the URL back into Pabbly Connect. Fill in the required fields such as header title, subtitle, and text message which will contain the mapped responses from the Google Form.

Make sure to include the avatar URL to personalize the message. Use mapping to dynamically insert employee responses into the message.

Once all details are filled, save the settings. Your workflow is now ready to send feedback messages to Google Chat automatically whenever a new form submission occurs.

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5. Testing the Integration

To ensure your integration works, conduct a test by submitting a new response through your Google Form. This action should trigger the workflow in Pabbly Connect and send the feedback details to your Google Chat space.

Check your Google Chat to confirm that the message has been received with all the correct details. If everything is set up correctly, you will see the feedback responses formatted as specified in your workflow settings.

This testing phase is critical for validating that your automation is functioning as intended. If any issues arise, revisit your configurations in both Google Forms and Pabbly Connect to troubleshoot.

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Conclusion

In conclusion, automating employee feedback surveys using Pabbly Connect, Google Forms, and Google Chat streamlines the feedback process significantly. By following the steps outlined, you can ensure that feedback is captured and shared instantly with your HR team, enhancing communication and efficiency.

Learn how to automate sending WhatsApp messages to Facebook leads in the polymer industry using Pabbly Connect and WhatsApp Cloud API. Follow our step-by-step tutorial!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages using Pabbly Connect, start by accessing the Pabbly Connect website. Here, you can sign in to your existing account or create a new one for free, which allows you to utilize 100 free tasks every month. using Pabbly Connect

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface, where you will set up the integration for sending messages to leads generated through Facebook ads.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the sending of WhatsApp messages to your leads. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. using Pabbly Connect

• Name your workflow, for example, ‘Poly Crafters Facebook Leads to WhatsApp’.
• Select a folder to save your workflow, such as ‘Facebook Leads to WhatsApp Message’.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger will be Facebook Lead Ads, and the action will be WhatsApp Cloud API, which is essential for sending messages.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, click on the arrow to choose your trigger application, selecting ‘Facebook Lead Ads’. The trigger event should be set to ‘New Lead Instant’ to capture leads generated instantly.

After selecting your trigger, click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect. You will need to authorize your Facebook account by clicking on ‘Add New Connection’ and selecting your business page, which in this case is ‘Poly Crafters’.

• Choose the lead generation form you have created, named ‘Poly Crafter Lead Form’.
• Click on ‘Save and Send Test Request’ to check if Pabbly Connect captures the lead information correctly.

Once the test lead is generated, you can verify in Pabbly Connect that the response has been successfully captured, confirming that your trigger setup is complete.

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4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, proceed to set up the action by selecting ‘WhatsApp Cloud API’ as your action application. The action event will be ‘Send Template Message’ since you will be using a pre-defined message template.

Click on ‘Connect’ to link WhatsApp Cloud API with Pabbly Connect. You will need to provide your API token, phone number ID, and WhatsApp business account ID, which you can find in your WhatsApp Cloud API setup.

Enter the template name, which is ‘Facebook Leads Messages’. Map the recipient’s mobile number from the trigger step to ensure messages are sent to the correct lead. Fill in the body field with the customer’s name using dynamic mapping.

Finally, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. You should receive a confirmation response indicating that the message was accepted.

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5. Testing and Verifying the Integration

To test the integration, generate a new test lead using the lead ad testing tool. Make sure to delete any existing leads before refreshing the page to ensure the new lead submission goes through.

After submitting the new lead, check your WhatsApp account to verify that the message was received. The message should include the customer’s name and details about the offers available.

By following these steps, you successfully created an automation between Facebook Lead Ads and WhatsApp using Pabbly Connect. This integration allows you to efficiently communicate with potential customers and enhance your marketing efforts.

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Conclusion

This tutorial demonstrated how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect and WhatsApp Cloud API. By setting up triggers and actions, you can streamline communication with potential customers effectively.

Learn how to integrate Google Calendar with Elementor Form Submission using Pabbly Connect. Step-by-step guide to automate event creation. 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. Setting Up Pabbly Connect

To create Google Calendar events on Elementor form submission, we start with Pabbly Connect. This powerful automation tool allows us to connect Elementor with Google Calendar seamlessly.

First, sign in to your Pabbly Connect account. If you are a new user, you can sign up for free. Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button to start.

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2. Creating the Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you need to name your workflow. Enter a suitable name like ‘Create Google Calendar Event on Elementor Form Submission’ and select a folder to save it.

Next, you will set up the trigger. Select Elementor as the trigger application and choose ‘New Form Submission’ as the trigger event. This means the workflow will be triggered every time a new form is submitted on your Elementor page.

• Select Elementor as the trigger application.
• Choose New Form Submission as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, proceed to your Elementor form settings to integrate it with Pabbly Connect.

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3. Integrating Elementor with Pabbly Connect

To connect your Elementor form to Pabbly Connect, go to your WordPress dashboard and open the page containing your form. Click on ‘Edit with Elementor’ to access the form settings.

In the form settings, find the ‘Actions After Submit’ section and select ‘Webhook’. Paste the copied webhook URL from Pabbly Connect into the designated field. Click on ‘Update’ to save your changes.

Now, your Elementor form is connected to Pabbly Connect. To test the integration, submit a dummy form entry. Ensure that the submission triggers the webhook and captures the data in Pabbly Connect.

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4. Setting Up Google Calendar Integration

Once your Elementor form is set up, the next step is to configure the action to create an event in Google Calendar. In Pabbly Connect, choose Google Calendar as your action application.

Select ‘Create Event’ as the action event. If you haven’t connected your Google account yet, click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Google Calendar.

• Choose Google Calendar as the action application.
• Select Create Event as the action event.
• Authorize your Google account for Pabbly Connect.

After connecting, you will need to map the fields from your Elementor form to the Google Calendar event fields, such as title, description, and date.

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5. Testing the Integration

With everything set up, it’s time to test the integration. Submit another dummy entry through your Elementor form. Ensure that the details are filled in correctly, such as event name, user name, email, start date, and end date. using Pabbly Connect

After submitting the form, check your Google Calendar to see if the event has been created successfully. You should see the event listed on the specified date with the correct details populated.

Repeat the testing process with different event details to ensure consistency. This confirms that your workflow is functioning as intended, automating the creation of Google Calendar events with every Elementor form submission.

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Conclusion

Integrating Google Calendar with Elementor Form Submission using Pabbly Connect automates event creation efficiently. Follow the steps outlined to streamline your workflow and enhance productivity.