Author: Rajpal Tomar

Learn how to automate sending WhatsApp messages to Facebook leads for your digital marketing agency using Pabbly Connect. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Your Digital Marketing Agency

To send WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. Start by signing in as an existing user or create a new account to utilize the platform’s features.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of sending WhatsApp messages to leads generated from Facebook ads.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button in the top right corner of your dashboard. You will be prompted to name your workflow appropriately.

• Name your workflow: Send WhatsApp Messages to Facebook Leads for Digital Marketing Agency
• Choose a folder to save the workflow, such as Facebook Lead Ads Automation.

After naming your workflow, click on the create button. This will take you to the trigger and action setup page where you will configure how Pabbly Connect integrates Facebook leads with WhatsApp messaging.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set your trigger application as Facebook Lead Ads and the action application as WhatsApp Cloud API. In Pabbly Connect, select Facebook Lead Ads as your trigger application.

• Choose the trigger event: New Lead Instance.
• Then, set WhatsApp Cloud API as the action application.
• Select the action event: Send Template Message.

After configuring the trigger and action, click on the connect button to establish a link between your Facebook Lead Ads and Pabbly Connect. This connection will allow the automation to function effectively whenever a new lead is generated.

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4. Testing the Connection Between Facebook Leads and WhatsApp

To ensure that your setup is working correctly, you need to test the connection between Facebook Lead Ads and Pabbly Connect. After saving your settings, initiate a test submission using the Meta for Developers lead testing tool.

Select your Facebook page and lead form. Submit the test lead form to capture data in Pabbly Connect.

Once the test lead is submitted, check Pabbly Connect to see if the lead information has been captured successfully. This will confirm that the trigger is functioning as expected, allowing you to move forward with sending WhatsApp messages.

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5. Sending WhatsApp Messages to New Leads

With your connections established and tested, you can now configure Pabbly Connect to send WhatsApp messages to new leads. Start by connecting WhatsApp Cloud API within Pabbly Connect by entering the required token and phone number ID.

Enter your WhatsApp API token, phone number ID, and business account ID. Select the message template you created for new leads.

Map the mobile number and name variables from the Facebook lead data to personalize your WhatsApp messages. After setting everything up, click on save and test your request. If successful, you will receive a message in WhatsApp confirming the automation is complete.

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Conclusion

By using Pabbly Connect, you can seamlessly automate the process of sending WhatsApp messages to Facebook leads for your digital marketing agency. This integration not only saves time but also enhances communication with potential clients effectively.

Learn how to integrate Streak CRM with Monday.com using Pabbly Connect to automatically update items when box stages change. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

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Setting Up Pabbly Connect for Integration

To begin with, Pabbly Connect is the central platform that enables the integration between Streak CRM and Monday.com. First, you need to access Pabbly Connect by visiting its website. If you do not have an account, you can sign up for free, which grants you access to 100 tasks every month. using Pabbly Connect

Once logged in, navigate to the dashboard and locate the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow ‘Update Monday.com Item When Streak Box Stage Changes’. Select a folder to save your workflow, and click on ‘Create’. This sets the stage for your integration process.

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Defining the Trigger Event in Pabbly Connect

In this section, we will define the trigger event using Pabbly Connect. The trigger application will be Streak CRM, and the event you want to capture is the ‘Box Change Stage’. Select Streak CRM as your trigger application and choose the trigger event from the dropdown menu. using Pabbly Connect

After selecting the trigger event, you will need to connect Streak CRM with Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’. For this, you will need an API key from your Streak CRM account. To find this, navigate to your Streak CRM account, go to Integrations, scroll down to Custom Integration, and copy the API key provided there. Paste this API key in Pabbly Connect and click ‘Save’ to establish the connection.

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Configuring Action Steps in Pabbly Connect

Now, let’s configure the action steps in Pabbly Connect. The first action step will be to retrieve all stages from Streak CRM. Select Streak CRM again as your action application and choose the event ‘Get All Stages’. Connect this to Pabbly Connect using the existing connection you just created. using Pabbly Connect

• Select your pipeline from the dropdown list.
• Click on ‘Save’ and then ‘Test’ to verify the connection.
• Note down the stage keys for future mapping.

After successfully retrieving the stages, you will use these details to update your Monday.com item. This is done by setting up a lookup table in Pabbly Connect, which will map the stage keys to their corresponding stage names.

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Updating Monday.com Item Using Pabbly Connect

Next, we will set up the action to update the Monday.com item based on the changes captured from Streak CRM. Select Monday.com as your action application and choose ‘Search Items by Column Value’ as your action event. Connect Monday.com with Pabbly Connect using your personal API token, which you can find in your Monday.com account under the Administration section. using Pabbly Connect

Once connected, select the board you want to update and map the column value to the item name you received from the Streak CRM trigger response. This ensures that the correct item in Monday.com is updated when the stage changes in Streak CRM.

After setting this up, add another action step to update the item column value in Monday.com. You will map the item ID received from the previous step and specify the column that needs to be updated. This completes the integration process, ensuring that any changes in Streak CRM are reflected in Monday.com in real-time.

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Testing and Verifying the Integration

To finalize the integration, it’s crucial to test and verify that everything works as intended. Change the stage of a box in your Streak CRM account to trigger the workflow. Once you change the stage, return to Pabbly Connect to see if the response reflects the updated information. using Pabbly Connect

If successful, you will see the updated stage in your Monday.com item. This confirms that your integration is functioning correctly. By following these steps, you have successfully set up an automated workflow using Pabbly Connect that updates items in Monday.com whenever there is a change in the Streak CRM box stage.

Whenever a stage changes in Streak CRM, it will automatically update in your Monday.com item, streamlining your workflow and improving efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to update Monday.com items when Streak Box stages change. By following the detailed steps, you can automate your workflow effectively and ensure real-time updates between Streak CRM and Monday.com.

Learn how to automate WhatsApp messages to Facebook leads for your insurance agency using Pabbly Connect. Step-by-step guide with technical details included. 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 for Integration

To send WhatsApp messages to Facebook leads for your insurance agency, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Visit the Pabbly Connect landing page where you can either sign in if you’re an existing user or sign up for free if you’re new. Once logged in, navigate to your dashboard to find the tools available. Click on Pabbly Connect to start creating your workflow for automation.

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2. Creating Your 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 for organization. For this tutorial, name it ‘Facebook Lead Ads to WhatsApp for Insurance Agency’ and save it in the appropriate folder.

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

After setting the trigger, click on ‘Connect’ to establish a connection with your Facebook Lead Ads account. If prompted, add a new connection and follow the instructions to link your account successfully.

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3. Configuring Facebook Lead Ads in Pabbly Connect

With the trigger set, it’s time to configure your Facebook Lead Ads settings in Pabbly Connect. You will need to select your Facebook page and the lead form that you want to use for this automation.

• Select your page, ‘Elite Chore Insurance’.
• Choose the lead form you want to capture leads from.
• Click on ‘Save and Send Test Request’ to capture a test lead.

After clicking the save option, Pabbly Connect will wait for a webhook response. You can generate a dummy response using the Meta for Developers tool to check if the integration is working correctly.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

Next, you will set up the action step using the WhatsApp Cloud API in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose the action event ‘Send Template Message’.

After clicking on connect, you will need to add a new connection by providing your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID. This information can be retrieved from your Meta for Developers account.

Copy your temporary access token. Paste the token and other required details into Pabbly Connect. Click on ‘Save’ to connect your WhatsApp account.

After the connection is established, you will need to select a message template to use for your WhatsApp messages. Make sure to map the phone number and any dynamic fields from the previous step.

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5. Testing and Verifying Your Workflow

To ensure that everything is set up correctly, you will need to test your workflow in Pabbly Connect. Start by generating another test lead using the Meta for Developers tool, ensuring you refresh the page to delete previous leads.

Once you submit the test lead, check your WhatsApp to see if you received the automated message. If successful, you will see a message confirming that the WhatsApp message has been sent to the test lead.

Open WhatsApp to verify the message. Check for the personalized message with the lead’s name. Repeat the test if necessary to ensure consistency.

Confirm that your workflow is successful by reviewing the automation steps in Pabbly Connect. This setup will now automatically send WhatsApp messages to new leads generated through your Facebook ads.

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Conclusion

Using Pabbly Connect to automate WhatsApp messages to Facebook leads can significantly enhance your insurance agency’s engagement. By following this detailed tutorial, you can ensure a seamless integration that maintains connection with potential clients.

Learn how to automate sending WhatsApp messages to Facebook leads for your insurance agency using Pabbly Connect. Step-by-step guide with detailed instructions. 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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1. Accessing Pabbly Connect for Your Insurance Agency

To send WhatsApp messages to Facebook leads, start by accessing Pabbly Connect. It is an automation software that allows you to create workflows between applications easily. If you are new to Pabbly Connect, you can sign up for free, which gives you access to 100 tasks monthly.

Once logged in, navigate to your Pabbly dashboard. Here, you can see all the applications available. For this integration, you will specifically use Pabbly Connect to connect Facebook Lead Ads with WhatsApp. Click on the ‘Access Now’ button to begin creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate the sending of WhatsApp messages. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in.

• Name your workflow: Facebook Lead Ads to WhatsApp for Insurance Agency
• Select the folder: Facebook lead ads to WhatsApp automation

After naming and selecting the folder, click on the ‘Create’ button. This action will take you to the workflow setup window, where you will define the trigger and action for your automation.

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3. Setting Up the Trigger in Pabbly Connect

Now, it’s time to set up the trigger in Pabbly Connect. The trigger application will be Facebook Lead Ads, and the trigger event will be ‘New Lead Instant’. This means that whenever a new lead comes in, it will trigger the workflow.

Click on the ‘Select App’ dropdown and choose Facebook Lead Ads. Then, select the trigger event as ‘New Lead Instant’. After that, click on the ‘Connect’ button to establish a connection between your Facebook Lead Ads account and Pabbly Connect. If prompted, add a new connection and follow the instructions to authorize the connection.

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4. Configuring the Action in Pabbly Connect

After successfully setting up the trigger, you will need to configure the action in Pabbly Connect. The action application will be WhatsApp Cloud API, and the action event will be ‘Send Template Message’. This step is crucial for sending the WhatsApp message to the lead.

Click on the ‘Select App’ dropdown and choose WhatsApp Cloud API. Then, select the action event as ‘Send Template Message’. Click on ‘Connect’ to add a new connection. You will need to input your WhatsApp API details such as the token, phone number ID, and WhatsApp business account ID from your Meta for Developers account.

• Token: Temporary access token from your Meta account
• Phone Number ID: Obtain from your WhatsApp account settings
• WhatsApp Business Account ID: Can be found in your account settings

Once you have entered the required information, click on ‘Save’ to finalize the connection.

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5. Testing the Integration in Pabbly Connect

With the trigger and action set up in Pabbly Connect, it’s time to test your integration. You can do this by generating a dummy lead through the Facebook Lead Ads testing tool. Ensure that you submit the form to trigger the workflow.

Once you submit the test lead, go back to your Pabbly workflow and check if the lead was captured successfully. You should see the lead details reflecting in your workflow. If successful, you will then test the WhatsApp message by mapping the mobile number and the template you have set up.

Click on ‘Save and Send Test Request’ to see if the WhatsApp message is sent successfully. You should receive a confirmation message stating that the message status is accepted, indicating that the automation works perfectly.

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Conclusion

In this tutorial, you learned how to send WhatsApp messages to Facebook leads for your insurance agency using Pabbly Connect. By automating this process, you ensure timely communication with your leads, enhancing your agency’s efficiency. Utilize Pabbly Connect to streamline your workflows and improve customer engagement.

Learn how to automate sending WhatsApp messages to Facebook leads for your biotechnology company 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. Introduction to Automating WhatsApp Messages with Pabbly Connect

In this tutorial, we will explore how to send WhatsApp messages to Facebook leads using Pabbly Connect. This automation is particularly beneficial for biotechnology companies looking to streamline their communication with potential clients. By integrating Facebook Lead Ads with WhatsApp Cloud API through Pabbly Connect, you can ensure timely follow-ups with leads.

To start, you will need a Pabbly Connect account. If you are not yet a user, you can sign up for free and get access to 100 tasks each month. Once you have your account, we will create a workflow that connects Facebook Lead Ads to WhatsApp Cloud API.

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2. Setting Up Your Workflow in Pabbly Connect

To begin automating your WhatsApp messages, log into your Pabbly Connect account. On the dashboard, click the ‘Create Workflow’ button located at the top right corner. In the dialog box that appears, name your workflow, for example, ‘Bio Plus Facebook Lead Ads to WhatsApp Message’ and select a folder for organization.

• Click ‘Create’ to initiate the workflow.
• Select Facebook Lead Ads as your trigger application.
• Choose ‘New Lead Instant’ as the trigger event.

After selecting your trigger, you will need to connect your Facebook account to Pabbly Connect. Click on the ‘Connect’ button and then select ‘Add New Connection’ to link your Facebook Lead Ads account. Choose the specific Facebook page and lead form you want to use for the integration.

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3. Testing the Facebook Lead Trigger in Pabbly Connect

Once your trigger is set up, it’s crucial to test it to ensure everything works correctly. After connecting your Facebook account, click on ‘Save and Send Test Request’. At this point, Pabbly Connect will wait for a webhook response, indicating that it is ready to capture new leads.

To generate a test lead, navigate to the Meta for Developers site and use the Lead Ad Testing Tool. Select your Facebook page and lead form, enter dummy data, and submit the lead. Once the lead is submitted, return to Pabbly Connect to verify that the response has been captured successfully.

• Ensure that you see the full name, email, and phone number in the response.
• Confirm that the lead information matches what you submitted.

With the successful capture of lead details, you are now ready to move on to the action step of sending WhatsApp messages using Pabbly Connect.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

Now that the trigger is set and tested, it’s time to configure the action application. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. Click the ‘Connect’ button and select ‘Add New Connection’ to link your WhatsApp Cloud API account.

You will need to enter your WhatsApp Cloud API details, including the temporary access token, phone number ID, and WhatsApp business account ID. To find these details, access your WhatsApp Cloud API account on Meta for Developers. Copy and paste the required information into Pabbly Connect and click ‘Save’.

Select the message template you created in WhatsApp Cloud API. Map the recipient’s mobile number and the variable fields in your message. Test the message to ensure it is sent correctly.

By mapping the recipient’s phone number from the lead data captured earlier, you ensure that each new lead receives a personalized WhatsApp message, thus enhancing user engagement.

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5. Final Testing and Automation Confirmation with Pabbly Connect

After configuring the WhatsApp Cloud API, it’s essential to test the entire automation. To do this, return to the Lead Ad Testing Tool and delete the previous test lead. This step is necessary to create a new lead for testing purposes.

Once you have deleted the old lead, submit a new test lead with your actual phone number. After submitting, check your WhatsApp for the message sent via Pabbly Connect. The message should reflect the template you set up, including the personalized variable for the lead’s name.

Verify that the message content is accurate and personalized. Ensure that the automation works seamlessly without any errors.

With successful testing, your automation is now complete! You can now send WhatsApp messages to new leads automatically, enhancing your communication strategy for your biotechnology company.

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Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. By integrating Facebook Lead Ads with WhatsApp Cloud API, biotechnology companies can efficiently engage with leads. This process not only saves time but also improves communication effectiveness.

Learn how to set up email notifications for completed ClickUp tasks 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. Access Pabbly Connect for ClickUp Integration

To receive email notifications when a ClickUp task is completed, start by accessing Pabbly Connect. Sign in if you are an existing user or click on the ‘Sign Up for Free’ button if you are new. This platform allows you to automate workflows effectively.

Once logged in, navigate to the dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your integration.

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2. Create a Workflow in Pabbly Connect

After accessing the dashboard, you need to create a workflow specifically for receiving email notifications when a ClickUp task is marked as complete. In the dialog box that appears, name your workflow appropriately.

• Name: Receive Email Notification When ClickUp Task is Completed
• Folder: ClickUp Automation

With the workflow created, you will see options for setting up triggers and actions. This is where Pabbly Connect truly shines, allowing you to define what happens when a task is updated in ClickUp.

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3. Set Up ClickUp as the Trigger Application

In this step, you will configure ClickUp as the trigger application in Pabbly Connect. Search for ClickUp in the trigger application section and select it. The specific trigger event you need is ‘Task Updated’.

Once the trigger is set, you will establish a connection between ClickUp and Pabbly Connect. You can either use an existing connection or create a new one by entering your ClickUp API token. This token can be found in your ClickUp profile settings under the API section.

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4. Configure Gmail as the Action Application

After setting up ClickUp, you will now configure Gmail as the action application in Pabbly Connect. The goal is to send an email notification whenever a task is marked as completed in ClickUp.

In the action application section, select Gmail and choose the action event ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect for this to work. Once connected, specify the recipient’s email address, subject, and body of the email.

• Recipient: Your email address
• Subject: Task Completed Notification
• Body: Include task details and completion status

This step ensures that you will receive a notification whenever a task is completed in ClickUp, leveraging the power of Pabbly Connect.

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5. Test and Activate Your Workflow

Once everything is set up, it’s crucial to test your workflow in Pabbly Connect. Update a task in ClickUp to mark it as complete. This action will trigger the workflow and send an email via Gmail.

Check your email to confirm that you received the notification. If everything works as expected, activate the workflow in Pabbly Connect to ensure it runs automatically in the future. This automation will save you time and ensure you never miss a completed task notification again.

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Conclusion

By following these steps, you can efficiently set up email notifications for completed ClickUp tasks using Pabbly Connect. This integration enhances your productivity and ensures you are always updated on task statuses.

Learn how to automate the process of adding Facebook leads to Google Sheets for MSMEs using Pabbly Connect. Step-by-step guide with detailed instructions. 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 start integrating Facebook leads with Google Sheets, you will first need to access Pabbly Connect. Simply visit the Pabbly Connect landing page and sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account.

Once logged in, navigate to the dashboard. Here, you can create a new folder specifically for your workflow. Click on the ‘Create a New Folder’ icon, name it ‘Facebook Leads to Google Sheets’, and then click on ‘Create’ to finalize.

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2. Creating a Workflow in Pabbly Connect

After setting up your folder, it’s time to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which you should title ‘Facebook Leads to Google Sheets for MSMEs’.

• Select the folder you created earlier.
• Define your trigger application as Facebook Lead Ads.
• Choose the trigger event as ‘New Lead Instant’.

Now click on ‘Connect’ to integrate your Facebook Lead Ads account with Pabbly Connect. If you don’t have an existing connection, select ‘Add New Connection’ and follow the prompts to connect your Facebook account.

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3. Setting Up Facebook Lead Ads in Pabbly Connect

Once your Facebook account is connected, you need to select your Facebook page and the lead gen form you will use. This is crucial for capturing leads accurately. Make sure your lead ads form is live; otherwise, you won’t receive data correctly.

• Select your Facebook page, for example, ‘Tire Store’.
• Choose the lead form, such as ‘TI Store Contact Form’.
• Click on ‘Save and Send Test Request’ to proceed.

After saving, you will need to generate a test lead. Use the Meta for Developers tool to create a test submission. Ensure that your lead generation form is live before making the submission to confirm that the integration works properly with Pabbly Connect.

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4. Integrating Google Sheets with Pabbly Connect

Now that your trigger setup is complete, it’s time to configure the action application, which is Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the action event ‘Add New Row’.

Click on ‘Connect’ and set up a connection to your Google Sheets account. If you don’t have an existing connection, choose ‘Add New Connection’ and sign in to your Google account. Once connected, select the spreadsheet where you want to record the leads, for instance, ‘Leads Record’.

Map the fields from Facebook Lead Ads to the columns in your Google Sheets. Ensure that you include fields like name, email, and phone number. Click on ‘Save and Send Test Request’ to verify the setup.

After saving, check your Google Sheets to confirm that a new row with the lead details has been added. This confirms that Pabbly Connect is successfully automating the lead capture process.

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5. Finalizing the Integration and Testing

With your trigger and action applications set up, it’s time to finalize the integration. Go back to the lead ads testing tool, delete any existing leads, and create a new test lead to ensure everything functions as expected.

After submitting the new lead, return to your Google Sheets and verify that the new row has been added. This real-time data transfer demonstrates the effectiveness of Pabbly Connect in automating the lead management process for MSMEs.

Confirm that all fields are accurately populated in Google Sheets. If everything looks good, your integration is complete! You can now automate this process for future leads.

In summary, using Pabbly Connect allows you to seamlessly integrate Facebook Leads with Google Sheets, ensuring that your lead management process is efficient and effective.

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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 MSMEs. This integration streamlines lead management and enhances productivity.

Learn how to automate sending 80G certificates for NGO donations via Cashfree using Pabbly Connect. Step-by-step guide for seamless integration. 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 Automation

To send 80G certificates over email for NGO donations received via Cashfree, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. From there, click on the ‘Create Workflow’ button located at the top right corner. This will allow you to begin setting up the automation process.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the sending of 80G certificates. Name your workflow as ‘Send 80G Certificate Over Email for NGO Donations Received via Cashfree’. Select a folder to save your workflow, such as ‘NGO Donations Cashfree Automation’. using Pabbly Connect

• Click on ‘Create’ to finalize the workflow setup.
• You will see two sections: Trigger and Action.
• The Trigger application will be Cashfree, while the Action applications will be Google Docs and Gmail.

After creating the workflow, you need to set up the trigger step by selecting Cashfree as the application and choosing the trigger event as ‘Payment via Form’. This setup will allow Pabbly Connect to capture donation data automatically.

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3. Setting Up the Trigger with Cashfree

To connect Cashfree with Pabbly Connect, you will receive a unique webhook URL. Copy this URL and navigate to your Cashfree account. In your Cashfree dashboard, go to the ‘Payment Gateway’ section and select ‘Developers’.

• Click on ‘Webhooks’ and then on ‘Add Webhook Endpoint’.
• Paste the webhook URL from Pabbly Connect and test it to ensure it’s working.
• Once successful, click on ‘Add’ to finalize the webhook setup.

After setting up the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’. Perform a test payment through your Cashfree payment form to capture the data needed for the next steps.

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4. Configuring Action Steps in Pabbly Connect

With the trigger set, the next step involves configuring the action applications. For the first action, select Google Docs and choose ‘Create Document from Template’ as the action event. This will allow you to generate the 80G certificate based on a predefined template.

Connect Google Docs with Pabbly Connect by authorizing access. Select your 80G certificate template and map the necessary fields such as donor name, donation amount, and date. Ensure that the document is saved in the designated folder in your Google Drive.

Map the donor’s name to the document title for easy identification. Use Pabbly Connect’s features to format the date correctly. Ensure that all variables in the template are mapped correctly to capture donor details.

Once the document is created, proceed to the next action step to share the document link with the donor.

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5. Sending the Email with the 80G Certificate

In the final step, select Gmail as the action application and choose ‘Send Email’ as the action event. This will allow you to send the 80G certificate via email to the donor automatically.

Map the recipient’s email address using the data captured from the Cashfree payment. Fill in the email subject and body, thanking the donor and including the certificate as an attachment. Ensure the file name begins with the donor’s name for personalization.

Attach the PDF link of the 80G certificate generated in Google Drive. Confirm all fields are correctly filled before sending the email. Test the setup by completing a test donation and checking the email received.

After completing these steps, you will have successfully automated the process of sending 80G certificates using Pabbly Connect, Cashfree, Google Docs, and Gmail.

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Conclusion

This tutorial demonstrated how to automate sending 80G certificates over email for NGO donations received via Cashfree using Pabbly Connect. By following these steps, you can streamline your donation acknowledgment process effectively.

Learn how to automate creating and updating HubSpot contacts from Stripe payments using Pabbly Connect. Step-by-step guide included. 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. Setting Up Pabbly Connect for Integration

To create or update HubSpot contacts on Stripe payments, we will use Pabbly Connect. Start by accessing Pabbly Connect through its official website. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can click on ‘Sign in’ to access their dashboard.

Once logged in, you will see the dashboard where all your workflows are displayed. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a name for your workflow. Enter ‘Create or Update HubSpot Contact on Stripe Payments’ and select the appropriate folder to save this workflow.

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2. Configuring Trigger and Action in Pabbly Connect

In this step, we will set the trigger and action for our workflow using Pabbly Connect. The trigger application will be Stripe, and the action application will be HubSpot CRM. Select ‘Stripe’ as your trigger application and choose the trigger event as ‘New Charge’. This event will initiate the workflow whenever a new payment is made in Stripe.

• Select ‘Stripe’ as the trigger application.
• Choose ‘New Charge’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Stripe account. Navigate to the Developer section and click on ‘Webhooks’. Here, select ‘Add Endpoint’ to create a new webhook. Paste the copied URL and select the events you want to trigger the webhook. Make sure to choose ‘Charge Succeeded’ to capture successful payments.

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3. Testing Webhook Integration with Stripe

After setting up the webhook, you need to test it to ensure that Pabbly Connect receives the data correctly. Make a test payment in Stripe using dummy details. This step is crucial because it verifies that the connection between Stripe and Pabbly Connect is established successfully.

Once you make the test payment, return to Pabbly Connect. You should see a message indicating that the webhook is waiting for a response. If the payment was successful, the details of the transaction will appear in Pabbly Connect, confirming that the integration works.

• Make a test payment using a dummy card.
• Check Pabbly Connect for the response from Stripe.
• Confirm that the payment details are captured correctly.

If everything is set up correctly, you’ll see the payment details in Pabbly Connect, which means the integration is ready for the next steps.

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4. Searching HubSpot Contacts with Pabbly Connect

Now, we will configure the action step in Pabbly Connect to search for existing contacts in HubSpot. Select ‘HubSpot’ as your action application and choose ‘Search Contact’ as the action event. This step allows you to check if the customer making the payment already exists in your HubSpot CRM.

Connect your HubSpot account to Pabbly Connect by clicking on ‘Connect with HubSpot CRM’. Once connected, you need to set up the search criteria. Choose ‘Email’ as the matching property since it is unique for each customer. Set the operator to ‘Equals’ and map the email from the Stripe payment response to search for the corresponding contact in HubSpot.

Select ‘HubSpot’ as the action application. Choose ‘Search Contact’ as the action event. Map the email from the Stripe response to search in HubSpot.

After configuring the search, click on ‘Save and Send Test Request’. This action will check if the customer exists in HubSpot and return the relevant contact details, including the contact ID, which will be crucial for the next steps in the workflow.

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5. Updating or Creating HubSpot Contacts

In this final step, we will use Pabbly Connect to either update an existing HubSpot contact or create a new one based on the search results. If the contact ID exists in the response, we will update the existing contact; otherwise, we will create a new contact.

To implement this, add a router step in your workflow. Set the conditions based on the existence of the contact ID. If it exists, select ‘Update Contact’ as the action event in HubSpot. If it does not exist, select ‘Create Contact’. Map the necessary fields such as first name, last name, email, and phone number from the Stripe payment response.

Add a router step to handle existing and new contacts. Map required fields for updating or creating contacts. Test the workflow to ensure it functions as intended.

After completing the setup, perform a final test by making another payment in Stripe. Check your HubSpot CRM to confirm that the contact is updated or created as expected. This process ensures that your customer data remains synchronized between Stripe and HubSpot, all managed seamlessly by Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation and updating of HubSpot contacts based on Stripe payments. By following these steps, you can ensure that your customer data is always up-to-date without manual intervention.

Learn how to automate sending invitations to Heartbeat users from Google Sheets using Pabbly Connect. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send invitations to Heartbeat users from Google Sheets, first, access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage at Pabbly.com/connect. Here, you can sign in if you already have an account or sign up for free if you are a new user.

After signing in, you will be directed to the all-apps section. From there, click on the option to access Pabbly Connect, where you will find the dashboard for creating your automation workflows.

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2. Creating a Workflow in Pabbly Connect

Once in Pabbly Connect, you can create a new workflow for sending email invitations. Click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. For example, you can name it ‘Send Emails to New Heartbeat Users from Google Sheets’.

• Provide a name for the workflow.
• Choose a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two sections: Trigger and Action. The trigger defines when the workflow starts, and the action defines what happens when that trigger occurs. In this case, the trigger will be Google Sheets, and the action will be Heartbeat Chat.

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3. Setting Up Google Sheets as Trigger

In this step, select Google Sheets as your trigger application in Pabbly Connect. The trigger event you need to choose is ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new row is added to your Google Sheets.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect. Now, go to your Google Sheets, and under ‘Extensions’, find the option for ‘Add-ons’ and click on ‘Get Add-ons’.

• Search for ‘Pabbly Connect Webhooks’ and install the add-on.
• After installation, refresh your spreadsheet.
• Access the add-on from ‘Extensions’ > ‘Pabbly Connect Webhooks’.

In the initial setup, paste the copied webhook URL and set the trigger column to the last column with data. This ensures that whenever data is added up to that column, the entire row will be sent to Pabbly Connect.

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4. Configuring Heartbeat as Action

Now that your trigger is set up, it’s time to configure the action. Select Heartbeat as your action application in Pabbly Connect. The action event you will choose is ‘Send Invitations to Users’. This action will automatically send email invitations to users based on the data received from Google Sheets.

Next, click on ‘Connect’ and select ‘Add New Connection’ to create a new connection with your Heartbeat account. You will need to enter an API key, which you can generate from your Heartbeat account settings. After generating the API key, return to Pabbly Connect and paste the key into the required field.

Navigate to your Heartbeat account settings. Find the API key option under admin settings. Generate and copy your new API key.

After saving the connection, you will need to map the email address field from the Google Sheets response to the Heartbeat invitation email field. This mapping ensures that the correct email address is used for each new user.

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5. Testing the Workflow

With the workflow configured, it’s time to test it. Go back to your Google Sheets and add a new row with the first name, last name, and email address of a new user. As soon as the new row is added, Pabbly Connect will trigger the workflow and send an email invitation to the specified address.

Check the email inbox of the new user to confirm that they received the invitation successfully. If the email is received, your automation is working perfectly. You can repeat this process for any new users by simply adding their details to the Google Sheets.

In summary, using Pabbly Connect, you can automate the process of sending invitations to new users in Heartbeat directly from Google Sheets, streamlining your workflow and ensuring no one is missed.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending invitations to Heartbeat users from Google Sheets. By following the steps outlined, you can efficiently manage user invitations without manual effort.