Author: Rajpal Tomar

Learn how to automate adding Facebook leads to Google Sheets for your political campaigns with 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

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1. Accessing Pabbly Connect for Facebook Leads Integration

To add Facebook leads to Google Sheets for your political campaigns, you need to access Pabbly Connect. Start by visiting the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

After logging in, navigate to the applications offered by Pabbly. Click on the Pabbly Connect option to begin the integration process. This platform allows you to connect various applications seamlessly, making it an ideal choice for automating your Facebook lead management.

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2. Creating a New Workflow in Pabbly Connect

Once in Pabbly Connect, click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder for organization. Name your workflow as ‘Facebook Lead Ads to Google Sheets for Political Party’ and click on ‘Create’.

• Select the trigger application: Facebook Lead Ads.
• Choose the trigger event: New Lead Instant.
• Click on Connect to establish a connection.

After selecting New Lead Instant, you will need to connect your Facebook account to Pabbly Connect. Follow the prompts to add a new connection, select your account, and authorize the connection.

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3. Setting Up Facebook Lead Ads in Pabbly Connect

After connecting your Facebook account, select the page associated with your political campaign. In this case, search for and select the page named ‘jjp’. Next, choose the lead generation form you want to integrate. Select the specific form you created for your campaign.

• Click on ‘Save and Send Test Request’ to test the connection.
• Pabbly Connect will wait for a webhook response.
• Generate a dummy lead using the Meta for Developers tool.

Once you submit the dummy lead, check Pabbly Connect to see if the lead details have been captured successfully. This confirms that the trigger step is working correctly.

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4. Adding Leads to Google Sheets via Pabbly Connect

Now, it’s time to set up the action step. For this, select Google Sheets as the action application and choose the action event ‘Add a New Row’. Click on Connect and either select an existing connection or create a new one by signing in with your Google account.

Once connected, select the spreadsheet you want to use. In this case, select ‘Facebook Leads’ and the specific sheet named ‘Political Party’. You will then need to map the fields from the Facebook lead data to the Google Sheets fields.

Map the name, email, and phone number from the lead details. Click on ‘Save and Send Test Request’ to finalize the setup.

After testing, verify that the lead details have successfully been added to your Google Sheets. This confirms that the integration via Pabbly Connect is functioning as intended.

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5. Testing and Verifying the Integration

To ensure everything works smoothly, it’s important to test the integration. Go back to the Meta for Developers tool and delete the previous lead. Refresh the page and create a new dummy lead using the same form. Submit the details to generate a new lead.

Check your Google Sheets to confirm that the new lead details have been added. If they appear correctly, your integration is successful. This process demonstrates how Pabbly Connect effectively connects Facebook Lead Ads with Google Sheets for your political campaigns.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for political campaigns. By following the steps outlined, you can streamline your lead management efficiently.

Learn how to automate the process of adding Facebook leads to Google Sheets for your fintech startup using Pabbly Connect. Follow this detailed tutorial step-by-step.

Watch Step By Step Video Tutorial Below

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1. Set Up Pabbly Connect for Facebook Leads to Google Sheets

To automate the process of adding Facebook leads to Google Sheets, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect landing page, where you can sign in if you’re an existing user or sign up for a free account if you’re new. Signing up is quick and grants you 100 free tasks each month.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, you can create a new folder for your workflow. Click on the folder icon, name it ‘Facebook Leads to Google Sheets,’ and then click on Create. After that, select the ‘Create Workflow’ button to start the integration process.

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2. Create a Workflow in Pabbly Connect

In this step, you will name your workflow in Pabbly Connect. Title it ‘Facebook Leads to Google Sheets for Fintech Startup’ and select the previously created folder. Click on Create to proceed. This initiates the process where you will define the trigger and action for your automation.

Your trigger application will be Facebook Lead Ads, which is the event that starts the automation. Click on Facebook Lead Ads and select the trigger event ‘New Lead Instant.’ This option ensures that a new row is added to Google Sheets as soon as a lead is generated through Facebook.

• Select ‘New Lead Instant’ as the trigger event.
• Click on Connect, and choose to add a new connection for Facebook Lead Ads.
• Follow the prompts to connect your Facebook account.

After connecting, select the Facebook page and the lead generation form you want to use. Ensure that your lead form is active to receive data correctly.

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3. Test the Facebook Lead Ads Trigger

Once your trigger is set up in Pabbly Connect, it’s essential to test it. Click on ‘Save and Send Test Request’ to initiate the testing phase. This will generate a webhook response waiting for a sample lead submission.

To create this test lead, go to the Meta for Developers page and use the Lead Ads Testing Tool. Select your page and form, then click on the preview form to fill in the lead details. Submit the form to send the test lead data back to Pabbly Connect.

• Click on ‘Preview Form’ to enter dummy lead details.
• Submit the form to generate a test lead.
• Return to Pabbly Connect to check for a successful response.

Once you receive a successful response in Pabbly Connect, your trigger setup is complete, and you can proceed to the action application.

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4. Set Up Google Sheets as the Action Application

In this section, you will configure Google Sheets as the action application in Pabbly Connect. Click on Google Sheets and select the action event ‘Add New Row.’ This will allow you to add lead details into your Google Sheets automatically.

Click on Connect and choose to add a new connection for Google Sheets. Sign in with your Google account and grant the necessary permissions to allow Pabbly Connect to access your sheets. Once connected, select the spreadsheet you want to use for storing leads.

Select the spreadsheet you named ‘Leads Record’. Ensure that the columns in your spreadsheet match the lead details you want to capture. Map the lead data fields from Facebook Lead Ads to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets. Check your sheet to confirm that the new row has been created with the lead details.

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5. Test the Entire Automation Workflow

To ensure that your entire automation workflow is functioning correctly, you should test it by generating a new lead. Start by deleting the existing test lead through the Meta for Developers page. Refresh the page and submit a new test lead using the preview form.

Once you submit the new lead, return to your Google Sheets to confirm that a new row has been added successfully. This confirms that the integration between Facebook Lead Ads and Google Sheets via Pabbly Connect is working as intended.

Delete the previous test lead to create a new one. Submit the new lead details through the form. Check Google Sheets for the new row with lead information.

If the new lead information appears in your Google Sheets, the integration has been successfully completed. You have now automated the process of adding Facebook leads to Google Sheets for your fintech startup using Pabbly Connect.

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Conclusion

This tutorial detailed how to automate the addition of Facebook leads to Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process for your fintech startup, ensuring that all lead data is captured seamlessly and efficiently.

Learn how to integrate Facebook Leads with Google Sheets for your Fintech startup using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Your Fintech Startup

To integrate Facebook leads with Google Sheets, the first step is accessing Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in.

If you are a new user, simply click on the ‘Sign Up Free’ option. This process takes less than two minutes, and you will receive 100 free tasks every month. Existing users can click on ‘Sign In’ to access their accounts.

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2. Creating a Workflow Folder in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Facebook Leads to Google Sheets’.

• Click on the folder icon to create a new folder.
• Name the folder appropriately.
• Click on ‘Create’ to finalize the folder.

Once the folder is created, click on the ‘Create Workflow’ tab. Name your workflow as ‘Facebook Leads to Google Sheets for Fintech Startup’ and select the folder you just created. Click on ‘Create’ to proceed.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow in Pabbly Connect. The trigger application will be Facebook Lead Ads, and the action application will be Google Sheets.

Select Facebook Lead Ads as your trigger application and choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is submitted via Facebook. After selecting, click on ‘Connect’.

• Select ‘Add New Connection’ to connect your Facebook account.
• Choose your Facebook page and lead form.
• Ensure the lead form is live to receive data correctly.

After connecting, click on ‘Save and Send Test Request’ to test the connection. You will then need to generate a sample lead submission to confirm the integration.

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4. Connecting Google Sheets in Pabbly Connect

Once the trigger is set, you will connect Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row’.

Click on ‘Connect’ and choose ‘Add New Connection’. Sign in with your Google account and allow the necessary permissions. After connecting, select your spreadsheet named ‘Leads Record’. The columns will automatically be fetched based on your sheet setup.

Map the fields from Facebook Lead Ads to the corresponding columns in Google Sheets. Ensure the names match exactly for accurate data transfer. Click on ‘Save and Send Test Request’ to finalize the setup.

Once the test is successful, check your Google Sheets to verify if the new row has been added with the lead details.

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5. Testing the Automation with Pabbly Connect

To ensure everything is working properly, it’s crucial to test your automation in Pabbly Connect. Delete any existing leads in your Facebook Lead Ads to allow for new submissions.

After deleting, refresh the page and submit a new lead through the lead form. Check your Google Sheets to confirm that the new lead has been added automatically. This step verifies that the integration is functioning as intended.

Submit a new lead using the Facebook lead form. Check Google Sheets for the new entry. Repeat the process to confirm consistency.

After confirming the new row appears in Google Sheets, you have successfully set up automation between Facebook Lead Ads and Google Sheets using Pabbly Connect.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate adding Facebook leads to Google Sheets for your fintech startup. By following these steps, you can streamline your lead management process effectively.

Learn how to use Pabbly Connect to send Calendly appointment booking links via Gmail from Typeform submissions. Follow this detailed tutorial 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

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1. Accessing Pabbly Connect for Integration

To send Calendly appointment booking links via Gmail from Typeform submissions, you first need to access Pabbly Connect. Start by signing in to your Pabbly Connect account. If you are a new user, click on the ‘Sign up for free’ button to create an account, which provides 100 free tasks every month.

Once logged in, navigate to the dashboard and locate the option to create a new workflow. This is where you will set up the connection between Typeform and Gmail using Pabbly Connect. Click on the ‘Create Workflow’ button to get started.

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2. Setting Up the Workflow in Pabbly Connect

In the workflow setup dialog, name your workflow as ‘Send Calendly Appointment Booking Link on Mail from Typeform Submission’. Choose an appropriate folder to save your workflow, such as ‘Appointment Automation’. This organization helps you manage multiple workflows effectively.

• Select Typeform as the trigger application.
• Choose the trigger event as ‘New Entry’.
• Select Gmail as the action application.
• Set the action event to ‘Send Email’.

By establishing these settings, you are preparing Pabbly Connect to automate the process of sending appointment booking links whenever a new Typeform submission occurs. This setup is crucial for effective integration.

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3. Connecting Typeform to Pabbly Connect

Next, you need to connect Typeform to Pabbly Connect. Click on the ‘Connect’ button within the Typeform trigger setup. If you are already logged into your Typeform account, you can authorize the connection by clicking ‘Accept’. This grants Pabbly Connect access to your Typeform data.

Once connected, select the specific form you created for appointment bookings. After selecting the form, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can capture responses from your Typeform submissions accurately.

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4. Sending Email with Calendly Appointment Link via Gmail

After successfully capturing the Typeform responses, the next step is to send the Calendly appointment booking link via Gmail. Navigate to the Gmail action setup in Pabbly Connect. Here, you will need to connect your Gmail account by signing in and allowing access.

Once the connection is established, you will frame the email. Use the mapping feature to dynamically insert the recipient’s email address from the Typeform submission. This ensures that each email sent is personalized with the correct recipient information.

• Set the email subject to a welcoming message, such as ‘Aroma Therapy Welcomes [First Name]’.
• Compose the email content in HTML format, including the Calendly booking link.
• Map the first and last name from the Typeform submission in the email greeting.

After completing the email setup, click ‘Save and Send Test Request’ to send a test email. This test will confirm that the integration is functioning as intended, ensuring that recipients receive their booking links correctly.

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5. Conclusion

By following these steps, you can effectively use Pabbly Connect to automate sending Calendly appointment booking links via Gmail from Typeform submissions. This integration streamlines the appointment scheduling process, enhancing efficiency for your therapy business.

With Pabbly Connect, you can easily manage workflows and integrate various applications, ensuring seamless communication and task management. This automation not only saves time but also improves customer engagement through timely responses.

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Learn how to automate sending Calendly appointment booking links via Gmail from Typeform submissions using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the process of sending a Calendly appointment booking link via Gmail from Typeform submissions, you must first access Pabbly Connect. If you are a new user, click on the ‘Sign up for free’ button to create an account, which allows you to perform 100 tasks per month for free.

Once signed in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow ‘Send Calendly Appointment Booking Link on Mail from Typeform Submission’ and save it in the folder named ‘Appointment Automation’.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger application will be Typeform, and the action application will be Gmail. Select Typeform as your trigger application and choose the trigger event as ‘New Entry’. This means the workflow will activate whenever a new form submission is made.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Select Gmail as the action application.
• Set the action event to ‘Send Email’.

After setting up the trigger and action, you need to connect Typeform with Pabbly Connect. Click on ‘Connect’ and authorize the connection with your Typeform account. Once connected, select the form you created for appointment bookings and click on ‘Save’ to proceed with the test request.

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3. Testing Typeform Submission

After connecting Typeform to Pabbly Connect, the next step is to test the form submission. Fill out the Typeform with necessary details such as first name, last name, and email address. Once you submit the form, the response will be captured in Pabbly Connect.

For testing, use the following details:

• First Name: Current
• Last Name: User
• Email: [email protected]

After submitting the form, check Pabbly Connect to confirm that the response has been successfully captured. This ensures that the trigger setup is functioning correctly and ready to send the appointment booking link.

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4. Sending Calendly Appointment Booking Link via Gmail

Once the Typeform submission is successfully captured in Pabbly Connect, it’s time to send the Calendly appointment booking link via Gmail. Go to the action application, which is Gmail, and establish a connection by signing in to your Gmail account.

Next, you will need to frame the email that will be sent. Here are the details to include:

Recipient Email: Map the email address from Typeform response. Sender Name: Your therapy business name. Email Subject: Set as ‘Aroma Therapy Welcomes [First Name] [Last Name]’. Email Content: Include a greeting and the Calendly booking link.

After composing the email, click on ‘Save and Send Test Request’. Confirm that the email has been sent successfully by checking the recipient’s inbox.

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5. Conclusion

By following the steps outlined, you can automate the process of sending a Calendly appointment booking link via Gmail from Typeform submissions using Pabbly Connect. This integration streamlines your appointment scheduling, making it efficient and user-friendly.

Utilizing Pabbly Connect for this task not only saves time but also enhances your workflow by ensuring that each new Typeform submission triggers an email with the necessary booking information. Automate your processes today with Pabbly Connect.

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Learn how to automate the creation of noCRM.io leads from Google Sheets using Pabbly Connect in 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

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1. Access Pabbly Connect to Automate Lead Creation

To create noCRM.io leads from Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate the integration between these two applications seamlessly.

As an existing user, log in to your Pabbly Connect account. New users can sign up for free and receive 100 tasks per month. After logging in, navigate to the dashboard where you can create your automation workflow.

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2. Create a New Workflow in Pabbly Connect

Once in the dashboard of Pabbly Connect, you will see an option to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner.

In the dialog box that appears, name your workflow something descriptive like ‘Create noCRM.io Leads from Google Sheets’. You can also organize your workflow by saving it in a designated folder, such as ‘Google Sheets to noCRM.io Automation’.

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3. Set Up Trigger and Action in Pabbly Connect

Next, it’s time to set up the trigger and action for your workflow in Pabbly Connect. For this integration, your trigger application will be Google Sheets, and the action application will be noCRM.io.

To do this, search for Google Sheets in the trigger window and select the event ‘New or Updated Spreadsheet Row’. This will ensure that every time a new lead is added to your Google Sheet, it triggers the action in noCRM.io. Now, select noCRM.io as your action application and choose the event ‘Create New Lead’.

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4. Connect Google Sheets to Pabbly Connect

Now, you need to connect Google Sheets to Pabbly Connect. In the trigger window, you will see a Webhook URL. This URL acts as a bridge to connect your Google Sheets with Pabbly Connect.

Open your Google Sheet where you maintain lead details. Navigate to the Extensions menu, and ensure you have the Pabbly Connect Webhook extension installed. If not, go to ‘Get Add-ons’ in the Google Workspace Marketplace and search for ‘Pabbly Connect Webhooks’. Once installed, go back to Extensions, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, paste the Webhook URL and select the trigger column (the final data column where new leads will be added).

• Navigate to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the Webhook URL from Pabbly Connect.
• Select the trigger column (D in this case).

After setting this up, click ‘Submit’ to confirm the configuration.

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5. Create a Lead in noCRM.io Using Pabbly Connect

With the connection established, it’s time to create a lead in noCRM.io using the data captured from Google Sheets. In Pabbly Connect, click on the ‘Connect’ button for noCRM.io.

Enter your noCRM.io account name and API key, which you can find in your noCRM.io admin panel under the API section. Once connected, you will map the lead details from the Google Sheets response to the corresponding fields in noCRM.io. This includes the lead’s first name, last name, phone number, and email address.

• Map the lead’s first name to the corresponding field.
• Map the last name, phone, and email fields similarly.
• Click ‘Save and Test Request’ to verify the lead creation.

Upon successful execution, you will see a confirmation response indicating that the lead has been created in your noCRM.io account.

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Conclusion

This tutorial demonstrates how to create noCRM.io leads from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate lead generation efficiently, ensuring that your sales opportunities are managed seamlessly.

Learn how to automate sending WhatsApp messages to political campaign Facebook leads using Pabbly Connect. Step-by-step tutorial with specific integrations. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To start sending WhatsApp messages to political campaign Facebook leads, you first need to access Pabbly Connect. This platform allows you to automate the process of sending messages when a new lead is generated from Facebook ads.

Visit the Pabbly Connect website and sign in or sign up if you are a new user. Existing users can click on the ‘Sign In’ option, while new users should select ‘Sign Up Free’ to get started with 100 free tasks each month.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow appropriately, such as ‘jjp Facebook Leads to WhatsApp Message’.

• Select a folder for your workflow based on your preference.
• Click on ‘Create’ to initiate your workflow setup.

In the workflow window, you’ll see two main components: trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be Facebook Lead Ads, and the action will be WhatsApp Cloud API.

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3. Setting Up the Trigger with Facebook Lead Ads

To set up your trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application. Choose the trigger event as ‘New Lead Instant’. This setup ensures that every time a new lead is generated, it will be captured by Pabbly Connect.

• Click on ‘Connect’ to link your Facebook account with Pabbly Connect.
• Select your Facebook page and the lead form you want to use.

After saving the connection, you will need to perform a test submission to ensure the trigger is working correctly. This involves submitting a lead through the Meta for Developers tool, which will allow Pabbly Connect to capture the lead data.

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4. Configuring the Action with WhatsApp Cloud API

Next, you will configure the action in Pabbly Connect by selecting WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message’. This step is crucial for sending automated WhatsApp messages to your leads.

Connect your WhatsApp Cloud API account by providing the required details such as token, phone number ID, and WhatsApp business account ID. Select the message template you want to use for the WhatsApp message.

Make sure to map the recipient’s mobile number and include any dynamic variables in your message template. Once everything is configured, save the action and perform a test request to verify that the WhatsApp message is sent successfully.

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5. Testing and Verifying Your Integration

Finally, to ensure that your integration works seamlessly, you will need to test it. Go back to the lead testing tool in Meta and delete any previous leads to create a new one. This is necessary because each form can only have one lead at a time.

Submit a new lead with your original number to receive the WhatsApp message. After submitting, check your WhatsApp for the message confirming your interest in the political party. This confirms that Pabbly Connect has successfully automated the process of sending messages to new leads.

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Conclusion

This tutorial has guided you through the process of using Pabbly Connect to send WhatsApp messages to Facebook leads for political campaigns. By following these steps, you can automate your communication effectively and enhance your lead nurturing process.

Learn how to integrate TidyCal Booking with Keap using Pabbly Connect. This step-by-step guide covers creating contacts and adding tags automatically. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To create a Keap contact and add a tag for TidyCal bookings, you first need to access Pabbly Connect. Open a new tab and search for Pabbly.com to reach the landing page.

If you don’t have an account, sign up for free. This process takes only a couple of minutes and gives you access to 100 free tasks monthly. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard.

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Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will create a new workflow to connect TidyCal and Keap. Click on the ‘Create Workflow’ button to start. Name your workflow according to your objective, such as ‘Create Keap Contact and Add Tag for TidyCal Booking’. using Pabbly Connect

Next, select the folder where you want to save this workflow. Once done, click on the ‘Create’ button. You will see two main boxes: Trigger and Action. The Trigger will be TidyCal, and the Action will be Keap.

• Select TidyCal as your trigger application.
• Choose ‘New Booking’ as the trigger event.
• Connect TidyCal with Pabbly Connect by clicking on ‘Connect’.

After completing these steps, your trigger setup will be ready to capture new bookings automatically.

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Setting Up TidyCal Trigger in Pabbly Connect

To set up the TidyCal trigger, select ‘New Booking’ as the trigger event. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to log in to TidyCal. Once logged in, your connection will be established successfully.

After connecting, create a new booking in TidyCal to test the trigger. For example, schedule a PHP Cod workshop and enter the participant details, such as name and email. Once the booking is confirmed, go back to Pabbly Connect and click on the ‘Save and Test’ button.

• Ensure you receive a response with booking details, including user ID, name, and email.
• If no response is received, wait up to 10 minutes for TidyCal to send the details.

Once you have the booking response, you can proceed to the next step of creating a new contact in Keap.

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Creating a New Contact in Keap Using Pabbly Connect

After receiving the booking details, the next step is to create a new contact in Keap. For this, set up the Action tab in Pabbly Connect. Select ‘Infusionsoft by Keap’ as your action application and choose ‘Create/Update Contact’ as the action event. using Pabbly Connect

Connect Infusionsoft by Keap with Pabbly Connect by clicking on ‘Connect’ and then allowing access to your account. Fill in the required fields using the data received from TidyCal. Map the email address, first name, and last name accordingly.

Map the email from the TidyCal response. Use a Text Formatter to split the full name into first and last names. Fill in the company ID if applicable.

After mapping all necessary fields, click on ‘Save and Test’ to create the new contact in your Keap account.

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Adding a Tag to the New Contact in Keap

The final step in this workflow is to add a tag to the newly created contact in Keap. For this, you will set up another action in Pabbly Connect. Again, choose ‘Infusionsoft by Keap’ and select ‘Apply Tag to a Contact’ as the action event. using Pabbly Connect

Use the existing connection established previously and map the contact ID received from the create/update contact action. Select the tag ID you want to apply, such as ‘Contact via TidyCal’.

Map the contact ID from the create/update contact response. Select the tag ID for the contact.

Click ‘Save and Test’ to ensure the tag is successfully applied. You can verify this by checking the contact in your Keap account to see the new tag.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating a Keap contact and adding a tag for each new TidyCal booking. This integration allows for seamless management of contacts and bookings, enhancing your workflow efficiency.

By following these steps, you can easily set up similar automations using Pabbly Connect for various applications, saving time and effort in your business processes.

Learn how to seamlessly integrate Facebook leads into Google Sheets for your paper and packaging business using Pabbly Connect. Follow our detailed tutorial for automation.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, first, sign in to your account. If you are a new user, you can sign up for free, which gives you 100 tasks every month. After signing in, you will be redirected to the Pabbly dashboard, where you can access various tools offered by Pabbly.

Next, click on the option labeled ‘Access Now’ under Pabbly Connect. This will take you to the workflow creation area where you can set up the integration between Facebook Lead Ads and Google Sheets. The goal is to automatically transfer leads from Facebook to your Google Sheets for efficient management.

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Creating the Workflow in Pabbly Connect

In this section, you will create a workflow that connects Facebook Lead Ads to Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. Name it something descriptive, such as ‘Facebook Leads to Google Sheets Automation’.

After naming your workflow, you will reach the trigger and action window. Here’s how to set it up:

• Choose Facebook Lead Ads as your trigger application.
• Select the trigger event as ‘New Lead Instant’ to ensure immediate data transfer.
• For the action application, select Google Sheets and the action event as ‘Add a New Row’.

This setup ensures that every new lead from Facebook is instantly added to your Google Sheets.

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Connecting Facebook Lead Ads in Pabbly Connect

Now, you need to connect your Facebook Lead Ads to Pabbly Connect. Click on the connect button in the trigger section. You will have the option to add a new connection. Choose this option to link your Facebook account.

Once connected, select the Facebook page from which you want to capture leads. In this case, select your page, such as ‘Package Express’. Choose the lead generation form you created, typically named ‘Contact Form’. After selecting these options, click on ‘Save and Send Test Request’ to capture a test lead.

When prompted, use the Facebook Lead Ads testing tool to submit a dummy lead with sample details. This step is crucial, as it allows Pabbly Connect to capture the lead data for the next steps.

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Adding Leads to Google Sheets

After successfully capturing a test lead, it’s time to connect Google Sheets in Pabbly Connect. Click on the connect button in the action section. Again, choose to add a new connection and sign in with your Google account. Allow the necessary permissions for Pabbly Connect to access your Google Sheets.

Next, select the specific spreadsheet and sheet where you want to add the lead information. For example, select the spreadsheet titled ‘Facebook Leads’ and the sheet named ‘Paper and Packaging Service’. Then, map the fields from the Facebook lead data to the corresponding columns in Google Sheets, such as name, phone number, and email.

Once all details are mapped, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should see a positive response confirming that the details have been added to your Google Sheets.

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Testing and Verifying the Workflow

To ensure everything is functioning correctly, it’s important to test the workflow you created using Pabbly Connect. Go back to the Facebook Lead Ads testing tool and delete the previous test lead. Refresh the page, select your page and lead form, and submit a new dummy lead.

After submitting the lead, return to your Google Sheets to check if the new lead information appears. If everything is set up correctly, you should see the new details added to your spreadsheet. This confirms that your integration is successful, allowing you to automatically capture leads from Facebook into Google Sheets.

In summary, this workflow effectively connects Facebook Lead Ads to Google Sheets using Pabbly Connect, ensuring that your paper and packaging business can manage leads efficiently.

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Conclusion

In this tutorial, we detailed how to integrate Facebook leads into Google Sheets for your paper and packaging business using Pabbly Connect. This seamless automation helps streamline lead management and enhances operational efficiency.

Learn how to integrate Swipe Pages with ThriveCart Learn using Pabbly Connect. This step-by-step tutorial covers triggers, actions, and automating student enrollment. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start adding a student in ThriveCart Learn using Pabbly Connect, first, you need to access Pabbly Connect. This platform facilitates the integration between Swipe Pages and ThriveCart Learn, allowing for automated workflows.

Open a new tab and search for Pabbly Connect. You will see options to either sign in or sign up. If you don’t have an account, signing up is free and only takes a couple of minutes. Once logged in, click on the Pabbly Connect button to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow to automate the student addition process. Click on the Create Workflow button and name your workflow based on your objective, such as ‘Add Student in ThriveCart Learn on Swipe Pages Sale’. Choose the appropriate folder to save your workflow.

• Click on the Create Workflow button.
• Name your workflow.
• Select a folder to save the workflow.

After naming your workflow, you will see two boxes labeled Trigger and Action. The trigger is what starts the workflow, and the action is what happens as a result. In this case, the trigger will be Swipe Pages, and the action will be ThriveCart Learn.

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3. Setting Up the Trigger with Swipe Pages

With Pabbly Connect, you need to set up the trigger to monitor for new orders in Swipe Pages. Select Swipe Pages as your trigger application and choose New Order as the trigger event. This will allow Pabbly Connect to listen for new course orders.

To connect Swipe Pages with Pabbly Connect, you will need a webhook URL. Copy the webhook URL provided by Pabbly Connect and navigate back to your Swipe Pages account. Here, you need to create or edit a landing page for your course.

• Create or edit a landing page in Swipe Pages.
• Go to the integration settings and paste the webhook URL.
• Set up the order processed trigger in Swipe Pages.

Once the setup is complete, click on Save Changes to finalize your trigger settings. This allows Pabbly Connect to receive order details whenever a new order is made.

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4. Setting Up the Action with ThriveCart Learn

After successfully setting up the trigger, the next step is to define the action in Pabbly Connect. Select ThriveCart Learn as your action application and choose Create New Student as the action event. This action will add a new student to your ThriveCart course whenever a new order is received.

To connect ThriveCart Learn with Pabbly Connect, you will need to input an API key. Go to your ThriveCart account settings, find the API key section, and generate a new API key. Copy this key and paste it into the Pabbly Connect action setup.

Generate an API key in ThriveCart settings. Paste the API key into Pabbly Connect. Map the relevant student details from the order.

Fill in the required fields, such as the student’s email, full name, and course ID. Once you have mapped all necessary fields, click on Save and Test Request to ensure everything is working correctly.

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5. Testing the Integration

To confirm that your integration is working correctly, perform a test order in Swipe Pages. Fill in the required details like name, email, and payment information, then complete the order. This will trigger the workflow you set up in Pabbly Connect.

After placing the test order, return to Pabbly Connect to check if the student has been added to your ThriveCart Learn account. You should see the details of the new student reflecting in ThriveCart.

Place a test order in Swipe Pages. Check the response in Pabbly Connect. Verify the student is added in ThriveCart Learn.

Once confirmed, your integration is working successfully, allowing for automatic student enrollment based on new orders from Swipe Pages.

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Conclusion

In this tutorial, we demonstrated how to add a student in ThriveCart Learn using Pabbly Connect, integrating it seamlessly with Swipe Pages. By following the steps outlined, you can automate the enrollment process for your courses, enhancing efficiency and user experience.