Author: Rajpal Tomar

Learn how to automate sending 80G certificates via WhatsApp for NGO donations using Pabbly Connect, Cashfree, Google Docs, and WhatsApp Cloud API. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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Setting Up Pabbly Connect for NGO Donations

To send 80G certificates over WhatsApp for NGO donations received via Cashfree, you first need to set up Pabbly Connect. This platform will enable the automation of the entire process. Start by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button located in the top right corner. You will then be prompted to name your workflow. For this tutorial, we will name it ‘Send 80G Certificate over WhatsApp for NGO Donations Received via Cashfree’. Save this workflow in a folder named ‘ATG Certificate Automation’ to keep your processes organized.

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Connecting Cashfree to Pabbly Connect

Next, you will need to establish a connection between Cashfree and Pabbly Connect. In your workflow setup, select Cashfree as your trigger application. The trigger event will be set to ‘Payment via Form’. This means that every time a donation is made through the Cashfree payment form, it will trigger the workflow.

To connect Cashfree with Pabbly Connect, you will see a Webhook URL generated. This URL acts as a bridge between Cashfree and Pabbly Connect. Copy this URL and navigate to your Cashfree account. Here, go to the ‘Developers’ section and select ‘Webhooks’. Click on ‘Add Webhook Endpoint’ and paste the copied URL. After testing the connection, ensure that the status shows as successful.

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Generating the ATG Certificate Using Google Docs

With Cashfree connected to Pabbly Connect, the next step is to generate the ATG certificate using Google Docs. In your workflow, add Google Docs as your action application. Choose the action event ‘Create Document from Template’. This will allow you to create a new document based on a predefined template.

• Select the ATG certificate template you previously created.
• Map the donor’s name and other details from the Cashfree response into the certificate template.
• Specify the document name and location in Google Drive where the certificate will be saved.

After mapping the required fields and saving the document, you will have successfully generated an ATG certificate for the donor. This document will now be stored in your Google Drive, ready to be sent via WhatsApp.

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Sending the Certificate via WhatsApp Cloud API

The final step in this process is to send the generated ATG certificate to the donor via WhatsApp. To do this, add WhatsApp Cloud API as your action application in Pabbly Connect. Select the action event ‘Send Template Message’. This will allow you to send a pre-defined message containing the certificate link.

Before sending the message, you will need to connect your WhatsApp Cloud API with Pabbly Connect. You will require your access token, phone number ID, and WhatsApp Business Account ID for this connection. Once connected, select the template you created for sending the certificate. Map the donor’s phone number and the link to the certificate in the message body.

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Conclusion

By following these steps, you can efficiently automate the process of sending 80G certificates over WhatsApp for NGO donations received via Cashfree using Pabbly Connect. This integration not only saves time but also enhances communication with your donors, ensuring they receive their certificates promptly.

Learn how to seamlessly integrate Facebook Lead Ads with Google Sheets using Pabbly Connect for your probiotic products. 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 Integration

To begin integrating Facebook Lead Ads with Google Sheets for your probiotic products, access Pabbly Connect by visiting the official website. Sign in to your account or create a free account if you’re a new user. This initial step is crucial as it sets the stage for the automation process.

Once logged in, you will reach the Pabbly Connect dashboard. Here, you can see various applications available for integration. Select Pabbly Connect by clicking on ‘Access Now’ to start the workflow creation process.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to name your workflow. Name it something relevant, such as ‘Bioboost Facebook Lead Ads to Google Sheets’.

• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

Once created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result of the Trigger. In this case, the Trigger will be Facebook Lead Ads.

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3. Setting Up the Trigger with Facebook Lead Ads

The next step in Pabbly Connect is to set up the Trigger for your workflow. Click on the arrow in the Trigger section to choose your Trigger application. Select ‘Facebook Lead Ads’ as your Trigger application and then choose the Trigger event as ‘New Lead’.

After selecting the Trigger event, click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect. A new window will appear, prompting you to add a new connection. If you have an existing connection, you can select that instead.

• Authorize the connection to allow Pabbly Connect to access your Facebook account.
• Select the Facebook page you are using for your probiotic products.
• Choose the lead generation form you created for your ads.

After setting this up, click on ‘Save and Send Test Request’ to ensure the connection works properly. This will allow you to test if Pabbly Connect captures the leads generated from your Facebook ads.

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4. Setting Up the Action with Google Sheets

After successfully setting up the Trigger, the next step is to configure the Action in Pabbly Connect. Click on the arrow in the Action section and select ‘Google Sheets’ as your Action application. Choose the action event as ‘Add New Row’. This means that every time a new lead is generated, the details will be added to your Google Sheets.

Click on ‘Connect’ to link Google Sheets with Pabbly Connect. Authorize the connection by selecting ‘Sign in with Google’ and granting the necessary permissions. Once connected, you will be prompted to select the specific spreadsheet and sheet where you want to store the lead information.

Select the spreadsheet named ‘Bioboost Customers Data’. Choose the specific sheet (e.g., ‘Sheet1’) where the data will be added. Map the fields from the Facebook lead to the corresponding columns in Google Sheets.

After mapping all fields, click on ‘Save and Send Test Request’ to check if the data flows correctly from Facebook Lead Ads to Google Sheets.

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5. Testing the Integration

To ensure that your integration is working properly, it’s important to test it by generating a lead through the Facebook Lead Ads testing tool. Navigate to the Meta for Developers page and select the Lead Ads testing tool. Choose the appropriate page and form, then fill out the test lead information.

After submitting the test lead, check your Pabbly Connect dashboard to see if the lead has been captured. If successful, the lead details will appear in the response section. Next, open your Google Sheets to confirm that the new lead’s details have been added as a new row.

Verify that the first name, last name, email, phone number, and street address are correctly populated. Repeat the process by generating additional test leads to ensure consistency.

By following these steps, you can ensure that your integration between Facebook Lead Ads and Google Sheets is seamless and effective using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Google Sheets for your probiotic products using Pabbly Connect. This integration automates the process of capturing leads and storing them in a Google Sheet, enhancing your business efficiency.

By following the outlined steps, you can easily set up this automation to streamline your lead management process. With Pabbly Connect, managing your leads becomes a hassle-free experience, allowing you to focus on growing your probiotic product business.

Learn how to automate adding Facebook leads to Google Sheets for your handloom business using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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Access Pabbly Connect for Your Handloom Business

To integrate Facebook leads into Google Sheets for your handloom business, you will first need to access Pabbly Connect. This platform allows you to automate processes seamlessly. Start by signing in to your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Facebook Leads to Google Sheets for Handloom Business’ and select the desired folder. After naming it, click on ‘Create’ to proceed.

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Set Up Trigger for Facebook Leads

In this step, we will set up the trigger using Pabbly Connect to capture new leads from Facebook. Select ‘Facebook Lead Ads’ as your application and choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is generated, it will be captured immediately.

Next, click on ‘Connect’ to establish a connection with your Facebook Lead Ads account. If you have an existing connection, you can select it; otherwise, click on ‘Add New Connection’. After that, choose your Facebook account and click on ‘Continue’. You will then select the page associated with your handloom business, which in this case is ‘Crafted with Care’.

• Select your Facebook page: Crafted with Care
• Choose the lead form associated with the page
• Click on ‘Save and Send Test Request’ to capture a lead

After saving, Pabbly Connect will wait for a webhook response. You will need to generate a dummy lead using the Facebook lead ads testing tool to capture this response. Once the lead is generated, return to Pabbly Connect to confirm that the lead details have been captured successfully.

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Set Up Action Step for Google Sheets

With the trigger set, we now move to set up the action step using Pabbly Connect to add the lead details to Google Sheets. Select ‘Google Sheets’ as the application and choose the action event ‘Add a New Row’. This action will allow the captured lead information to be added to your designated spreadsheet.

Click on ‘Connect’ to link your Google Sheets account to Pabbly Connect. If you haven’t connected before, click on ‘Add New Connection’ and sign in with your Google account. After granting the necessary permissions, select the spreadsheet named ‘Facebook Leads’ and the specific sheet titled ‘Handloom’ where the lead data will be stored.

• Choose the spreadsheet: Facebook Leads
• Select the sheet: Handloom
• Map the lead details: Name, Email, Phone Number

After mapping the necessary fields, click on ‘Save and Send Test Request’ to ensure that the data is correctly added to your Google Sheets. Check your spreadsheet to confirm that the lead details appear as expected.

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Test Your Workflow for Success

Now that you have set up both the trigger and action steps using Pabbly Connect, it’s essential to test the workflow to ensure it functions correctly. Go back to the Facebook lead ads testing tool, delete any previous leads, and refresh the page to ensure you are working with a clean slate.

Select your Facebook page and form, then preview the form to enter a new dummy lead. Fill in the required details such as name, email, and phone number, and submit the form. This action will generate a new lead that Pabbly Connect should capture.

After submitting the lead, return to your Google Sheets to verify that the new lead information has been added. If everything is set up correctly, you should see the new lead details reflected in your spreadsheet, confirming that your workflow is successful.

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Conclusion

In this tutorial, we demonstrated how to automate adding Facebook leads to Google Sheets for your handloom business using Pabbly Connect. By following the step-by-step process outlined, you can efficiently manage your leads and streamline your business operations.

Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. Follow our detailed tutorial for your web development agency. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate sending WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and signing in if you are an existing user. If you are new, click on the ‘Sign Up Free’ button to create an account and get 100 free tasks each month.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can click on the ‘Create Workflow’ button located at the top right corner. This is where you will set up the integration between Facebook Lead Ads and WhatsApp Cloud API.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to link Facebook Lead Ads with WhatsApp messages using Pabbly Connect. When prompted in the ‘Create Workflow’ dialog, give your workflow a name, such as ‘Webcrafters Facebook Leads to WhatsApp.’ You can also organize your workflow into a folder.

• Enter a name for your workflow.
• Select a folder to organize your workflows.
• Click the ‘Create’ button to proceed.

After clicking ‘Create’, you will be directed to the workflow window. Here, you will set up the trigger and action for the automation. The trigger application will be Facebook Lead Ads, and the action application will be WhatsApp Cloud API.

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3. Setting Up the Trigger with Facebook Lead Ads

Now that your workflow is created, you will set the trigger to capture new leads from Facebook Lead Ads using Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is generated, Pabbly Connect captures the response immediately.

To connect Facebook Lead Ads with Pabbly Connect, click on the ‘Connect’ button. If you don’t have an existing connection, select ‘Add New Connection’. You will then need to authorize Pabbly Connect to access your Facebook account and select the page and lead form you want to use.

• Choose your Facebook page.
• Select the lead generation form you created.
• Click ‘Save and Send Test Request’.

After saving, Pabbly Connect will wait for a webhook response, which requires a test submission from your Facebook lead form. Follow the steps to submit a test lead and confirm that the response is captured successfully.

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4. Setting Up the Action with WhatsApp Cloud API

With the trigger set, the next step is to configure the action using WhatsApp Cloud API through Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ and select ‘Add New Connection’ to link your WhatsApp Cloud API account.

You will need to enter details such as the temporary access token, phone number ID, and WhatsApp business account ID. These can be found in your WhatsApp Cloud API account setup. Paste these details into the respective fields in Pabbly Connect and click ‘Save’.

Obtain your WhatsApp Cloud API credentials. Paste the credentials into Pabbly Connect. Select the appropriate message template you created.

After selecting the template, map the recipient’s mobile number from the Facebook lead response. This ensures that the WhatsApp message is sent to the correct number.

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5. Testing the Automation

Once everything is set up, it is crucial to test the automation to ensure it works as intended using Pabbly Connect. Go back to the lead testing tool to submit a new lead. Make sure to delete the previous lead to create a new one. After submitting the form with dummy data, you should receive a WhatsApp message confirming that the automation is functioning correctly.

Check your WhatsApp to see if the message appears as expected. The message should reflect the template you created, personalized with the lead’s name. This confirms that the integration between Facebook Lead Ads and WhatsApp Cloud API via Pabbly Connect is successful.

By following these steps, you have effectively automated the process of sending WhatsApp messages to your Facebook leads, enhancing your web development agency’s communication strategy.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send WhatsApp messages to Facebook leads for your web development agency. By automating this process, you can efficiently nurture leads and enhance customer engagement.

Learn how to send SMS from Google Sheets using Pabbly Connect and Dove Soft in this step-by-step tutorial. Automate your SMS sending process effortlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for SMS Integration

To send SMS using Pabbly Connect, first, access the platform by visiting the Pabbly Connect website. Here, you can either sign in as an existing user or sign up for a new account. By signing up, you will receive 100 free tasks every month, allowing you to explore the automation capabilities of Pabbly Connect.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect to access the dashboard. This dashboard allows you to create and manage your workflows efficiently, setting the stage for integrating Google Sheets with Dove Soft SMS.

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2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in the dashboard of Pabbly Connect. You will be prompted to name your workflow, for instance, ‘Send Automated SMS from Google Sheets using Dove Soft.’ After naming, select a folder to save the workflow, such as ‘Google Sheets and Dove Soft Automations.’

• Name your workflow appropriately.
• Select the appropriate folder for organization.
• Click on the Create button to initiate the workflow.

After creating the workflow, you will see two sections: Trigger and Action. Select Google Sheets as the trigger application, and Dove Soft as the action application. This sets the foundation for automating SMS sending whenever new data is added to Google Sheets.

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3. Setting Up Google Sheets Trigger in Pabbly Connect

In this step, you will configure the trigger for Google Sheets in Pabbly Connect. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new entry is made in your Google Sheets.

Upon selecting the trigger, a Webhook URL will be provided. This URL is crucial for connecting Google Sheets with Pabbly Connect. Copy this URL and go to your Google Sheets, where you will set up the Pabbly Connect Webhook add-on.

• Navigate to Extensions > Add-ons in Google Sheets.
• Search for and install the Pabbly Connect Webhook add-on.
• Paste the copied Webhook URL in the initial setup section.

After pasting the URL, select the trigger column, which indicates where the data will be added. For instance, if your mobile numbers are in column C, set the trigger column to C. Test the connection to ensure everything is set up correctly.

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4. Connecting Dove Soft SMS to Pabbly Connect

Once the Google Sheets trigger is set, move to the action step and select Dove Soft as the action application in Pabbly Connect. Choose the action event as ‘Send SMS’. This action will be executed whenever the trigger is activated.

To establish a connection with Dove Soft, select ‘Add New Connection’ and provide the necessary credentials such as username and API key. These credentials can be found in your Dove Soft account under the API section.

Enter your Dove Soft username and API key. Map the SMS content with the customer’s name and mobile number from Google Sheets. Click on Save and Send Test Request to verify the setup.

After testing, you should receive a success response indicating that the SMS has been sent. This confirms that your connection between Dove Soft and Pabbly Connect is functioning properly.

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5. Automating the SMS Sending Process

To ensure that SMS messages are sent automatically to all customers listed in your Google Sheets, you can utilize the ‘Send All Data’ feature in Pabbly Connect. This feature allows you to send SMS messages to all existing entries in your spreadsheet with just one click.

Additionally, enable the ‘Send on Event’ option to ensure that every time a new row is added to Google Sheets, an SMS will be sent to that new customer automatically. This automation eliminates the need for manual intervention, streamlining your communication process.

To summarize, by using Pabbly Connect, you have successfully set up an automated workflow that integrates Google Sheets with Dove Soft SMS. This allows you to send personalized SMS messages to your customers effortlessly.

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Conclusion

In this tutorial, we explored how to send SMS from Google Sheets using Pabbly Connect and Dove Soft. By automating this process, you can efficiently communicate with your customers and enhance your marketing efforts. Pabbly Connect simplifies this integration, making it accessible without any coding skills.

Learn how to integrate ActiveCampaign with Google Sheets to capture bounce emails automatically using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for ActiveCampaign Integration

To begin the process of adding ActiveCampaign bounce emails to Google Sheets, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Start by visiting the Pabbly website. If you don’t have an account, sign up for free. Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that will automate the process of capturing bounce emails from ActiveCampaign.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, like ‘ActiveCampaign Bounce Emails to Google Sheets’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button.
• In the new window, select ‘ActiveCampaign’ as the trigger application.
• Choose ‘Email Bounces’ as the trigger event.

This setup defines the initial step of your automation. The next step involves connecting ActiveCampaign to Pabbly Connect using your API key and URL, which can be found in the ActiveCampaign settings under ‘Developers’.

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3. Connecting ActiveCampaign to Pabbly Connect

Once you’ve selected your trigger event in Pabbly Connect, it’s time to connect your ActiveCampaign account. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to enter your API key and URL from ActiveCampaign.

Copy the API key and URL from the ActiveCampaign settings and paste them into the respective fields in Pabbly Connect. After entering the details, click on ‘Save’ to establish the connection. This step is crucial as it allows Pabbly Connect to receive bounce email data from ActiveCampaign.

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4. Setting Up Google Sheets to Receive Data

With ActiveCampaign connected, the next step is to set up Google Sheets as the action application in your workflow. Select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as the action event.

• Click on ‘Connect’ to link Google Sheets with Pabbly Connect.
• Sign in with your Google account and grant necessary permissions.
• Select the spreadsheet where you want to log bounce emails.

After connecting Google Sheets, you will need to map the fields from the bounce email data to your Google Sheets columns, such as contact name, email address, and bounce description. This ensures that all relevant information is captured accurately.

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5. Testing the Integration and Finalizing the Setup

To ensure that everything is functioning correctly, it’s important to test the integration. Send a test email through ActiveCampaign to a known invalid email address. Once the email bounces, return to Pabbly Connect to check if the bounce details have been captured.

If the details appear correctly in your Google Sheets, the integration is successful. You can now automate the process of capturing bounce emails without any manual intervention. This setup will save you time and ensure that you have accurate data for your email marketing campaigns.

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Conclusion

Using Pabbly Connect to integrate ActiveCampaign with Google Sheets allows you to automatically capture bounce emails efficiently. This tutorial has outlined the necessary steps to set up the integration seamlessly, ensuring you never miss important bounce data again.

Learn how to seamlessly send WhatsApp messages to Facebook leads using Pabbly Connect in this detailed tutorial for performance marketing agencies. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start sending WhatsApp messages to Facebook leads, you need to access Pabbly Connect. This platform allows you to automate processes by connecting different applications seamlessly. Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button in the right-hand corner. Name your workflow, such as ‘Send WhatsApp Messages to Facebook Leads for Performance Marketing Agency,’ and save it in a designated folder for easy access.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you’ll set up the trigger and action using Pabbly Connect. The trigger application will be Facebook Lead Ads, and the action application will be WhatsApp Cloud API. Select Facebook Lead Ads as your trigger and the event as ‘New Lead Instant.’ This means that every time a new lead is generated, the workflow will activate automatically.

• Select Facebook Lead Ads as the trigger application.
• Choose the trigger event ‘New Lead Instant.’
• Set WhatsApp Cloud API as the action application.
• Select ‘Send Template Message’ as the action event.

After setting up the trigger and action, click on ‘Connect’ to establish a link between Facebook Lead Ads and Pabbly Connect. This integration allows the information to flow seamlessly from Facebook to WhatsApp.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Now, you need to connect your Facebook Lead Ads account with Pabbly Connect. Click on ‘Connect with Facebook Lead Ads’ and follow the prompts to authorize the connection. Once successful, you will be able to select the Facebook page associated with your performance marketing agency.

Select your page from the dropdown menu and choose the lead gen form you have created for capturing leads. After selecting both, click on ‘Save and Send Test Request’ to ensure the connection is working properly.

• Ensure your Facebook page is properly connected.
• Select the correct lead gen form associated with your page.
• Test the connection by sending a test lead.

Once the test lead is captured in Pabbly Connect, you can see the details such as first name, last name, email, and phone number. This confirms that the integration is successful.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

After successfully connecting Facebook Lead Ads, the next step is to set up WhatsApp Cloud API in Pabbly Connect. Click on ‘Connect’ to establish a new connection. You will need to input the temporary access token, phone number ID, and WhatsApp business account ID.

To obtain these details, log into your WhatsApp Cloud API account. Copy the necessary information and paste it into Pabbly Connect. Once all details are entered, click on ‘Save’ to complete the connection.

Copy the temporary access token from WhatsApp Cloud API. Enter the phone number ID and WhatsApp business account ID. Click ‘Save’ to establish the connection.

Once connected, you can proceed to set up your message template for sending WhatsApp messages to leads captured from Facebook.

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5. Sending WhatsApp Messages to Facebook Leads

Now that you have your connections set up, it’s time to send WhatsApp messages using Pabbly Connect. Select the message template you created in WhatsApp Cloud API. For instance, use a template named ‘New Lead Message’ that includes variables for personalization, such as the lead’s name.

Map the recipient’s mobile number and the name variable from the Facebook lead data. This mapping ensures that every new lead receives a personalized message. After mapping these details, click on ‘Save and Send Test Request’ to test the message sending process.

Choose the appropriate message template from WhatsApp Cloud API. Map the mobile number and name variables correctly. Test the message sending to ensure it works as intended.

If the test is successful, you will see the WhatsApp message sent to the lead’s phone number, confirming that your automation is functioning correctly. Now, every time a new lead comes through Facebook Lead Ads, they will receive a WhatsApp message automatically.

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Conclusion

In conclusion, using Pabbly Connect to send WhatsApp messages to Facebook leads is an effective automation solution for performance marketing agencies. This integration enhances communication and ensures timely responses to new leads, improving overall engagement.

Learn how to automate the process of adding Facebook leads to Google Sheets using Pabbly Connect for your renewable energy business. Follow our step-by-step guide.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Your Renewable Energy Business

To start integrating Facebook leads into Google Sheets, first access Pabbly Connect. This platform is essential for automating your workflow, especially for a renewable energy business like yours.

Visit the Pabbly Connect website and sign in. If you’re new, click on the ‘Sign Up Free’ option. Once logged in, navigate to the dashboard to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, create a new folder for your workflow. Name it ‘Facebook Leads to Google Sheets’ to keep it organized. This will help you manage your integrations effectively. using Pabbly Connect

• Click on the ‘Create Workflow’ option.
• Name your workflow as ‘Facebook Leads to Google Sheets for Renewable Energy Business’.
• Click on ‘Create’ to proceed.

This workflow will consist of a trigger and an action. The trigger will be Facebook Lead Ads, and the action will be Google Sheets. This setup ensures that every new lead from Facebook is automatically recorded in your Google Sheets.

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3. Setting Up the Trigger in Pabbly Connect

In your workflow, select Facebook Lead Ads as the trigger application. Choose the event ‘New Lead Instant’ to ensure that every new lead is captured immediately. This is crucial for your renewable energy business to respond quickly to potential customers.

Next, connect your Facebook Lead Ads account to Pabbly Connect. If you don’t have an existing connection, select ‘Add New Connection’ and follow the prompts to authorize access. Make sure to select the correct Facebook page and lead gen form associated with your business.

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4. Testing the Trigger Setup with Sample Submission

Once your trigger is set up, it’s essential to test it. After saving your connection, click on ‘Save and Send Test Request’. This action will prepare Pabbly Connect to receive data from your Facebook Lead Ads.

To generate a test lead, use the Lead Ads Testing Tool from Meta for Developers. Make sure your lead form is live, and submit a test lead to confirm that the data is correctly captured in Pabbly Connect.

• Select your Facebook page and form name.
• Fill out the lead details in the preview form.
• Submit the form to create a test lead.

Check back in Pabbly Connect to ensure the test lead data appears correctly. This step verifies that your integration is functioning as expected.

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

Now that the trigger is confirmed, the next step is to set up the action in Pabbly Connect. Select Google Sheets as the action application and choose the event ‘Add New Row’. This will ensure that every new lead from Facebook is added as a new row in your designated Google Sheet.

Connect your Google Sheets account to Pabbly Connect by selecting ‘Add New Connection’. Sign in with your Google account and authorize the necessary permissions. Once connected, choose the spreadsheet you want to use for recording leads.

Select the spreadsheet named ‘Leads Record’. Map the fields from your Facebook lead data to the corresponding columns in Google Sheets. Click on ‘Save and Send Test Request’ to finalize the setup.

Verify that the lead details appear correctly in your Google Sheets. This confirms that your workflow is successfully capturing and recording leads from Facebook.

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Conclusion

By following these steps, you can effectively integrate Facebook leads into Google Sheets for your renewable energy business using Pabbly Connect. This automation saves you time and ensures that no lead is missed, helping you grow your business efficiently.

Learn how to automate adding Facebook leads to Google Sheets using Pabbly Connect for your renewable energy business. Follow these step-by-step instructions for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Your Renewable Energy Business

To integrate Facebook leads into Google Sheets, start by accessing Pabbly Connect. This platform is essential for automating the process of adding leads from Facebook to your Google Sheets.

Navigate to the Pabbly Connect website. If you are an existing user, click on ‘Sign In’. New users can select ‘Sign Up Free’ to create an account and get 100 free tasks each month. Once logged in, you can start setting up your workflow.

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2. Create a Workflow in Pabbly Connect

After logging into Pabbly Connect, create a new folder for your workflow. Name it ‘Facebook Leads to Google Sheets’. This helps organize your automation tasks effectively.

Next, click on the ‘Create Workflow’ button. Name your workflow ‘Facebook Leads to Google Sheets for Renewable Energy Business’. This workflow will connect Facebook Lead Ads as the trigger and Google Sheets as the action.

• Create a new folder in Pabbly Connect.
• Name your workflow appropriately.
• Select Facebook Lead Ads as the trigger application.

With the workflow created, you can now set the trigger event. Choose ‘New Lead Instant’ to ensure leads are added to Google Sheets as soon as they are generated.

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3. Connect Facebook Lead Ads to Pabbly Connect

In this step, connect your Facebook Lead Ads account to Pabbly Connect. Click on ‘Connect’ and choose ‘Add New Connection’. Follow the prompts to authenticate your Facebook account.

Select your Facebook page and the lead generation form you are using. Ensure that the lead form is live to receive lead data correctly. After setting this up, click on ‘Save and Send Test Request’ to initiate the connection.

• Authenticate your Facebook account in Pabbly Connect.
• Select the correct Facebook page.
• Choose your lead gen form and ensure it is live.

Once the test request is sent, check for a response indicating successful connection. This confirms that Pabbly Connect is receiving data from your Facebook Lead Ads.

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4. Set Up Google Sheets Integration in Pabbly Connect

Now, it’s time to set Google Sheets as the action application in Pabbly Connect. Click on Google Sheets and select the action event ‘Add New Row’. This action will add a new row in your Google Sheets whenever a new lead is generated.

Connect your Google Sheets account by clicking on ‘Add New Connection’. Sign in to your Google account and allow the necessary permissions. After the connection is established, select the spreadsheet where you want to store your leads.

Select ‘Add New Row’ as the action event. Authenticate your Google Sheets account. Choose the spreadsheet for lead storage.

Once the spreadsheet is selected, map the fields from your Facebook Lead Ads to the corresponding columns in Google Sheets. This ensures that the data is accurately recorded.

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5. Test and Finalize Your Integration

After mapping the fields, it’s essential to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. Check your Google Sheets to confirm that the lead details have been added successfully.

If the test is successful, you can now generate a real lead using the Facebook Lead Ads testing tool. Delete any existing test leads and submit a new lead to see the integration in action.

Test the integration by checking Google Sheets for new entries. Use the Facebook testing tool to generate a new lead. Ensure all details are recorded as expected.

Once confirmed, your integration is complete. You can now automate the process of adding Facebook leads to Google Sheets seamlessly using Pabbly Connect.

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Conclusion

Integrating Facebook leads with Google Sheets through Pabbly Connect is a straightforward process that enhances your renewable energy business’s efficiency. By following these steps, you can automate lead tracking and management effectively.

Learn how to connect Trello with Pabbly Connect step-by-step. This guide covers all the necessary actions to integrate Box, Trello, and more using Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Connecting Trello to Pabbly Connect

To connect Trello to Pabbly Connect, start by accessing your Pabbly Connect account. Select the option to create a new workflow where you will set up the integration.

In the workflow setup, you will choose Trello as your application. This process allows you to automate tasks between Trello and other applications using Pabbly Connect. Simply select Trello from the list of applications available in the trigger event section.

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2. Setting Up Your Trigger Event in Pabbly Connect

After selecting Trello, you need to define the trigger event. For instance, you can choose ‘New Card’ as your trigger event. This option will initiate the workflow whenever a new card is created in Trello.

• Select Trello from the trigger application dropdown.
• Choose ‘New Card’ as the trigger event.
• Click on ‘Connect’ to establish the connection.

By selecting the appropriate trigger event, Pabbly Connect will monitor your Trello account for any new cards. This automation saves you time and enhances your workflow efficiency.

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3. Creating a New Connection with Trello

Next, you will need to create a new connection to link your Trello account with Pabbly Connect. Click on ‘Add New Connection’ when prompted.

You will be required to input your Trello username, API key, and token. To find your username, navigate to your Trello account settings by clicking on your profile in the top right corner.

• Go to your Trello profile and copy your username.
• Access the developer key section to generate your API key.
• Generate a token by clicking the respective link in the connection window.

Once you have filled in all the required fields, click ‘Save’ to finalize the connection, allowing Pabbly Connect to access your Trello account.

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4. Generating Your API Key and Token

To connect Trello with Pabbly Connect, you need to generate an API key and a token. Begin by navigating to the Trello developer key section. Click on the link provided in the connection window.

After reaching the developer portal, click on the ‘PowerUp Admin Portal’ to create a new integration. Here, you will need to name your integration, for example, ‘Pabbly Connect’. After naming it, select the workspace you want to connect.

Click on ‘Create’ to generate your API key. Copy the generated API key and paste it into the Pabbly Connect connection window. Follow the prompts to generate a token by clicking ‘Allow’.

After entering the API key and token in Pabbly Connect, your Trello account will be successfully connected.

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5. Finalizing Your Trello Connection in Pabbly Connect

After entering your username, API key, and token, click ‘Save’ within Pabbly Connect. This action will finalize the connection, linking your Trello account to the platform.

Once connected, you can proceed to use Trello as either a trigger or action in your workflows. This flexibility allows you to automate various tasks efficiently.

With Pabbly Connect, you can streamline your workflow by integrating Trello with other applications, enhancing productivity and saving time.

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Conclusion

Integrating Trello with Pabbly Connect allows for seamless automation between your Trello tasks and other applications. This guide provides a clear path to connect these tools effectively, enhancing your productivity.