Author: Rajpal Tomar

Learn how to automate sending WhatsApp messages to Facebook leads for your plywood business using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to Facebook leads for your plywood business, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in or sign up if you are a new user. This platform allows you to automate workflows between applications seamlessly.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. This is crucial for automating the messaging process whenever a new lead is generated from your Facebook ads.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to connect Facebook Lead Ads with WhatsApp. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Wood Castle Plywood Facebook Lead to WhatsApp Message’.

• Select the folder where you want to save your workflow.
• Choose Facebook Lead Ads as your trigger application.
• Set the trigger event to ‘New Lead Instant’.

After setting this up, click on the ‘Create’ button. This action will initialize your workflow, allowing Pabbly Connect to capture leads as they come in from your Facebook ads.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Now, you will connect your Facebook Lead Ads to Pabbly Connect. After selecting the trigger application, click on the ‘Connect’ button. You will need to add a new connection to link your Facebook account.

Once connected, choose your Facebook page where your ad is running. Select the lead generation form you created, ensuring that it matches your ad. Click on ‘Save and Send Test Request’ to confirm the connection.

• Ensure you have a lead gen form ready in Facebook.
• Test the connection to ensure data is being captured correctly.

After testing, Pabbly Connect will show you the captured lead details, such as full name and email, confirming that the integration is successful.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

Next, you need to set up the WhatsApp Cloud API in Pabbly Connect to send messages. Select WhatsApp Cloud API as your action application and choose the action event as ‘Send Template Message’. Click on the ‘Connect’ button and add a new connection.

For the connection, you will need the token, phone number ID, and WhatsApp business account ID from your WhatsApp Cloud API setup. Paste these details into the respective fields in Pabbly Connect.

Make sure you have created your WhatsApp Cloud API account on Meta. Copy and paste the required IDs accurately.

After entering the details, select the message template you created previously for your leads. This ensures that every new lead receives a personalized message automatically.

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5. Testing the Integration with Pabbly Connect

Finally, to ensure everything works, you need to test the integration set up in Pabbly Connect. Go back to the Facebook Lead Ads testing tool and submit a new lead. Make sure to delete any previous leads to avoid conflicts.

After submitting the test lead, check your WhatsApp to see if the message arrives. If set up correctly, you should receive the automated message thanking the lead for their interest along with the offer details.

Ensure you are using the correct phone number for testing. Confirm that the message template is correctly formatted.

This test confirms that Pabbly Connect successfully automates the process of sending WhatsApp messages to your Facebook leads, enhancing your business efficiency.

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Conclusion

In this tutorial, we covered how to use Pabbly Connect to send WhatsApp messages to Facebook leads for your plywood business. By automating this process, you can enhance customer engagement and streamline communication effectively.

Learn how to automate sending WhatsApp messages to Facebook leads for your IT business using Pabbly Connect. Step-by-step guide included! 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. Setting Up Pabbly Connect for Your IT Business

To send WhatsApp messages to Facebook leads for your IT business, the first step is to set up Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow, so enter a name such as ‘Innova Tech WhatsApp Messages to Facebook Leads’.

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2. Creating a Workflow in Pabbly Connect

After naming your workflow, you will need to select a folder to save it in. Choose a relevant folder, such as ‘Facebook Lead Ads to WhatsApp Automation’. Then, click on the ‘Create’ button to finalize your workflow setup. This setup allows Pabbly Connect to manage the integration between Facebook Lead Ads and WhatsApp.

• Click on the ‘Arrow’ next to the Trigger section.
• Select ‘Facebook Lead Ads’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.

By following these steps, you ensure that Pabbly Connect captures new leads generated through Facebook Lead Ads, setting the stage for automated WhatsApp messaging.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads with Pabbly Connect, click on the ‘Connect’ button. You will see an option to add a new connection. After clicking on ‘Add New Connection’, authorize Pabbly Connect with your Facebook account.

Next, select your Facebook page where the lead ads are running. In this case, choose ‘Innova Tech’. Then, select the lead generation form you created, which should be named ‘Facebook Lead Ads Form’. Click on ‘Save and Send Test Request’ to ensure the connection is successful.

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4. Setting Up WhatsApp Integration with Pabbly Connect

After successfully connecting Facebook Lead Ads, the next step is to set up WhatsApp Cloud API within Pabbly Connect. Click on the ‘Arrow’ next to the Action section and select ‘WhatsApp Cloud API’ as your action application. Then, choose ‘Send Template Message’ as the action event.

To connect WhatsApp Cloud API, you will need to provide a token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp API setup. Once you have entered these credentials, click on ‘Save’. This step allows Pabbly Connect to send messages to your leads via WhatsApp.

• Enter your WhatsApp API token.
• Input your phone number ID.
• Add your WhatsApp business account ID.

By completing this setup, Pabbly Connect will be equipped to send WhatsApp messages automatically when a new lead is captured.

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5. Testing the Integration of Pabbly Connect

To test the integration, generate a test lead using the Facebook Lead Ads Testing Tool. Fill in the required fields, such as full name, email, and phone number, and submit the form. This action triggers Pabbly Connect to capture the lead information.

After submitting the test lead, check Pabbly Connect to verify that the response has been captured successfully. Following this, you can send a test message using the WhatsApp template you created. Ensure that the message is received on the specified phone number, confirming that the integration is working correctly.

To create an additional test lead, delete the previous lead in the testing tool and refresh the page. Repeat the process to confirm that every new lead generates a WhatsApp message, demonstrating the seamless automation provided by Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages to Facebook leads for your IT business using Pabbly Connect. By following the step-by-step process, you can automate your lead communication effectively. This integration not only saves time but also enhances customer engagement through timely WhatsApp messages.

Learn how to automate lead addition from 99Acres to ERPNext CRM using Pabbly Connect in this detailed tutorial. Step-by-step guide 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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Accessing Pabbly Connect for 99Acres and ERPNext CRM Integration

To start the integration process between 99Acres and ERPNext CRM, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply go to the Pabbly Connect homepage by typing the URL Pabbly.com/connect.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create your account, which gives you 100 free tasks every month to explore the platform. Existing users can click ‘Sign in’ to access their dashboard.

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Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option and name your workflow, for instance, ‘Add Leads from 99Acres to ERPNext CRM’. Select the folder where you want to save this workflow.

This workflow will operate on the principle of triggers and actions. Here, the trigger is set to 99Acres, and the action is set to ERPNext CRM. The workflow will automatically add a new lead from 99Acres to ERPNext CRM whenever a new lead is generated.

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Setting Up Trigger for 99Acres in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select 99Acres as your trigger application, and then choose the trigger event as ‘New Lead’. This event will initiate the workflow whenever a new lead is generated in 99Acres.

Once you select the trigger event, a Webhook URL will be provided. This URL acts as a bridge for transferring lead data from 99Acres to Pabbly Connect. You need to copy this Webhook URL and send it to your account manager at 99Acres to configure it in your account, as 99Acres does not allow users to add Webhook URLs directly.

• Select 99Acres as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the provided Webhook URL.
• Send the URL to your account manager at 99Acres.

After sending the URL, you will receive lead responses in Pabbly Connect, confirming that the connection is successful.

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Configuring Action for ERPNext CRM in Pabbly Connect

Now that your trigger is set up, it’s time to configure the action for ERPNext CRM using Pabbly Connect. Select ERPNext CRM as your action application and choose the action event as ‘Add Lead’. This action will create a new lead in ERPNext CRM based on the data received from 99Acres.

Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the ERPNext base URL, app client ID, and app client secret. These details can be found in your ERPNext account under the integration section.

• Enter the ERPNext base URL (copy up to ‘.com’).
• Provide the app client ID and app client secret from ERPNext.
• Click ‘Save’ to connect.

Once connected, you will be able to map the lead details such as first name, last name, email, and mobile number to the respective fields in ERPNext CRM.

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Finalizing Lead Creation in ERPNext CRM

With the action configured, your final step in Pabbly Connect is to map the lead details from the 99Acres response to the ERPNext CRM fields. You will map the first name and last name separately, and if the name is not split, use the Text Formatter by Pabbly to separate them.

After mapping all required fields, including the status as ‘Lead’, you can click on the ‘Save and Send Test Request’ button. This will create the lead in ERPNext CRM. You should check the leads section in ERPNext to confirm that the lead has been successfully added.

In summary, using Pabbly Connect allows for seamless integration between 99Acres and ERPNext CRM, enabling automatic lead addition without manual intervention. This automation significantly enhances efficiency and accuracy in lead management.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of leads from 99Acres to ERPNext CRM. By following the steps outlined, you can streamline your lead management process effectively. Automating this workflow saves time and reduces errors, allowing you to focus on converting leads into clients.

Learn how to integrate Facebook Leads with Google Sheets for your plywood business using Pabbly Connect. Step-by-step tutorial with precise instructions. 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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1. Accessing Pabbly Connect for Integration

To integrate Facebook Leads with Google Sheets for your plywood business, start by accessing Pabbly Connect. Visit the Pabbly Connect website and either sign in if you are an existing user or sign up for a free account. Signing up is quick and provides you with 100 free tasks every month.

Once logged in, navigate to the dashboard. Here, you can create a new folder by clicking on the folder icon. Name the folder ‘Facebook leads to Google Sheets’ and click on create. This organization helps in managing your workflows efficiently.

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2. Creating a Workflow in Pabbly Connect

After setting up your folder, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it ‘Facebook Lead Ads to Google Sheets for Plywood Business’. Select the folder you just created to keep everything organized.

In the workflow setup, you will see options for defining a trigger and an action. The trigger application will be Facebook Lead Ads, and the action application will be Google Sheets. This setup allows you to automate the process of adding leads directly into your Google Sheets.

• Select Facebook Lead Ads as the trigger application.
• Choose the trigger event as ‘New Lead Instant’.
• Click on connect to link your Facebook account.

Once you have set up your trigger, you are ready to connect your Facebook Lead Ads account with Pabbly Connect. This connection is essential for receiving lead data automatically.

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3. Connecting Facebook Leads to Pabbly Connect

To connect your Facebook Lead Ads account, click on ‘Add New Connection’ and follow the prompts to log into your Facebook account. Make sure to select the correct Facebook page where your lead ads are running. For this tutorial, the selected page is named ‘Woodcastle Plywood’.

Next, select the lead generation form you use to capture leads. Ensure that this form is active to receive submissions correctly. Once you have selected the form, click on ‘Save and Send Test Request’ to check if the connection works properly.

• Ensure the lead form is live for successful data capture.
• Perform a test submission to verify data flow.
• Monitor the webhook response for verification.

After performing these actions, you should see a successful response in Pabbly Connect, indicating that your Facebook Leads are now connected and ready to be sent to Google Sheets.

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4. Setting Up Google Sheets as an Action in Pabbly Connect

Now that your trigger is set up, the next step involves configuring Google Sheets as the action application in Pabbly Connect. Click on Google Sheets and select the action event as ‘Add New Row’. This action will ensure that every new lead captured in Facebook will automatically create a new row in your Google Sheets.

To establish this connection, click on ‘Add New Connection’ and sign in to your Google account. Allow the necessary permissions to enable Pabbly Connect to access your Google Sheets. Once connected, select the spreadsheet you want to use, which is named ‘Leads Record’ in this case.

Map the columns from your Google Sheets to the lead data fields. Ensure that name, email, and phone number fields are correctly aligned. Click on ‘Save and Send Test Request’ to finalize the setup.

After these steps, you should see a confirmation in Pabbly Connect indicating that a new row has been added to your Google Sheets, confirming the successful integration.

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5. Verifying the Integration of Facebook Leads with Google Sheets

To ensure everything is working as expected, check your Google Sheets for the newly added row with the test lead data. You should see the full name, email, and phone number populated correctly. This verification step is crucial to confirm that the integration between Facebook Leads and Google Sheets via Pabbly Connect is functioning seamlessly.

If the test submission appears correctly in your spreadsheet, your setup is complete. You have now successfully automated the process of adding Facebook Leads to Google Sheets for your plywood business. This integration will save you time and help you manage leads more efficiently.

In summary, you have configured Pabbly Connect to connect Facebook Lead Ads as the trigger and Google Sheets as the action. This setup ensures that every new lead captured will be automatically logged into your Google Sheets, streamlining your lead management process.

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Conclusion

In this tutorial, we detailed how to integrate Facebook Leads with Google Sheets using Pabbly Connect, enhancing your plywood business’s lead management process. This automation simplifies data handling and improves efficiency.

Learn how to automate the creation of offer letters using Pabbly Connect, Google Sheets, and Gmail. Follow this step-by-step guide to streamline your HR processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Offer Letter Automation

To automate the creation of offer letters, we will utilize Pabbly Connect. Start by accessing the Pabbly Connect homepage, where you can sign in or create a new account. Once logged in, you will be directed to the dashboard, which allows you to manage your workflows effectively.

To create a new workflow, click on the ‘Create Workflow’ option. You will be prompted to name your workflow; enter a suitable name, such as ‘Create and Send Job Offer Letters Automatically’. This will help you easily identify the workflow later. After naming it, select a folder to organize your workflow.

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2. Connecting Google Sheets to Pabbly Connect

In this step, we will connect Google Sheets to Pabbly Connect. Select Google Sheets as your trigger application. The trigger event will be set to ‘New or Updated Row’. This means that whenever a new row is added to your Google Sheets, the workflow will be activated.

After selecting the trigger event, a webhook URL will be generated. Copy this URL and navigate to your Google Sheets. Here, go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. Once installed, refresh your spreadsheet to access the webhook options.

• Paste the copied webhook URL in the Pabbly Connect Webhooks add-on.
• Set the Trigger Column to the column that will indicate a new entry (e.g., AC).
• Click on ‘Send Test’ to verify the connection.

After successfully sending the test data, you can confirm that the connection between Google Sheets and Pabbly Connect is established. This will allow you to send data from your spreadsheet directly to Pabbly Connect for further processing.

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3. Creating the Offer Letter Template in Google Docs

Next, we will set up a Google Docs template for the offer letters. The template should include dynamic fields enclosed in curly brackets (e.g., {{Candidate Name}}, {{Designation}}). This setup allows Pabbly Connect to replace these placeholders with actual data from Google Sheets when generating the offer letters.

Once your template is ready, return to your Pabbly Connect dashboard and select Google Docs as your action application. Choose the action event as ‘Create Document from Template’. You will need to connect your Google Docs account, which can be done by selecting an existing connection or creating a new one.

• Select your offer letter template from the dropdown.
• Map the fields from Google Sheets to the corresponding placeholders in your template.
• Click ‘Save and Send Test Request’ to create a sample document.

After completing these steps, you should have a functioning offer letter template that dynamically updates based on the data from Google Sheets, facilitated by Pabbly Connect.

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4. Sending the Offer Letter via Gmail

Now that the offer letter is generated, the next step is to send it via email using Gmail. In Pabbly Connect, add a new action step and select Gmail as your application. Choose the action event ‘Send Email’ to configure the email settings for sending the offer letter.

You will need to connect your Gmail account and then map the fields to personalize the email. For instance, use the candidate’s email address from the Google Sheets response and set the subject line to include the candidate’s designation. Attach the PDF link of the offer letter generated in the previous step.

Map the recipient’s email address from the Google Sheets data. Set the email content to include a personalized message. Click ‘Save and Send Test Request’ to finalize the setup.

This integration allows Pabbly Connect to automate the email sending process, ensuring candidates receive their offer letters promptly.

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5. Finalizing the Workflow with Conditions

To ensure that the offer letters are only sent when the status is marked as ‘Sent’ in Google Sheets, we will add a filter action in Pabbly Connect. This filter will check the status column and only proceed with sending the email if the condition is met.

Add a new action step and select ‘Filter’. Set the condition to check if the status field equals ‘Sent’. This will ensure that the workflow only continues if the status is appropriate. If the condition is not met, the workflow will stop.

After setting up the filter, test the entire workflow by adding a new row in your Google Sheets with the status set to ‘Sent’. This action should trigger the creation of the offer letter in Google Docs and send it via Gmail, demonstrating the full capabilities of Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the creation and sending of offer letters using Pabbly Connect, Google Sheets, Google Docs, and Gmail. By following these steps, you can streamline your HR processes and save time on repetitive tasks. Pabbly Connect makes it easy to integrate these applications and enhance your workflow efficiency.

Learn how to automate email sending for Facebook Lead Ads using Pabbly Connect and Elastic Emails in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin sending emails for Facebook Lead Ads using Pabbly Connect, you first need to access your Pabbly Connect account. Start by visiting the Pabbly Connect website and signing in. If you are a new user, you can sign up for free, which provides you with 100 free tasks each month.

Once logged in, navigate to the Pabbly Apps section. From here, select Pabbly Connect to open the dashboard. This is where you will create the automation workflow necessary for integrating Facebook Lead Ads with Elastic Emails.

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2. Creating a Workflow in Pabbly Connect

The next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. Input a name such as ‘Send Email for Facebook Lead Ads Using Elastic Emails’.

• Select a folder for your workflow.
• Click on the drop-down menu to choose a specific folder.
• Finally, click on ‘Create’ to finalize your workflow setup.

Now, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger will be Facebook Lead Ads, and the action will be Elastic Emails. This setup is crucial for automating the email sending process whenever a new lead is generated.

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3. Setting Up Trigger for Facebook Lead Ads

In this section, you will set up the trigger in Pabbly Connect. Click on the arrow in the ‘Trigger’ section to select Facebook Lead Ads as your trigger application. You will then be asked to choose a trigger event; select ‘New Lead’.

After selecting the trigger event, click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect. A new window will prompt you to add a new connection. Here, you will need to log into your Facebook account and authorize the connection. Once authorized, select the page you created for your business, which in this case is named Innova Tech.

• Choose the lead generation form created on Facebook.
• Click on ‘Save and Send Test Request’.
• Generate a test lead using the Facebook Lead Ads testing tool.

After generating a test lead, return to Pabbly Connect to ensure it has captured the response. This confirms that the trigger is functioning correctly.

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4. Setting Up Action for Elastic Emails

Now, it’s time to set up the action step in Pabbly Connect. Click the arrow in the ‘Action’ section and select Elastic Emails as your action application. For the action event, choose ‘Send Transactional Email’. This means that every time a new lead is generated, an email will be automatically sent using Elastic Emails.

Click on ‘Connect’ to link Elastic Emails with Pabbly Connect. You will need to generate an API key from your Elastic Email account. Go to the settings in your Elastic Email account, click on ‘Manage API Keys’, and create a new key with full access permissions.

Copy the generated API key and paste it into Pabbly Connect. Fill in the required fields such as recipient email, subject, and content. Click on ‘Save and Send Test Request’ to complete the setup.

Once you have set up the action, check your email to confirm that the test email has been successfully sent, indicating that the integration works as intended.

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5. Testing and Verifying the Integration

To ensure everything is set up correctly, generate another test lead using the Facebook Lead Ads testing tool. Make sure to delete the previous lead before creating a new one. After refreshing the page, fill in the required details for the new lead and submit the form.

Return to your email to check if the new email has been received. The email should contain personalized greetings and information relevant to the new lead, confirming that Pabbly Connect has successfully integrated Facebook Lead Ads with Elastic Emails.

Verify that the content of the email reflects the new lead’s details. Ensure that the email is sent promptly after the lead submission. If everything looks good, your setup is complete!

This successful verification indicates that you can now automate email sending for every new lead generated through Facebook Lead Ads using Pabbly Connect and Elastic Emails.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate email sending for Facebook Lead Ads through Elastic Emails. By following these steps, you can efficiently manage your leads and improve your business communication.

Learn how to integrate Basecamp and Slack using Pabbly Connect to automate notifications for new messages. 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 Basecamp and Slack Integration

To notify your team on Slack for Basecamp messages, you first need to access Pabbly Connect. Start by opening a new tab and searching for Pabbly Connect’s official website. If you don’t have an account, you can sign up for free; it takes only a couple of minutes.

Once logged in, click on the Pabbly Connect button to access the dashboard. Here, you can create workflows that automate your tasks. Click on the Create Workflow button to begin setting up your integration.

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2. Creating a Workflow in Pabbly Connect

After clicking Create Workflow, you need to name your workflow. In this case, name it ‘Notify Team on Slack for Basecamp Messages’. Select the appropriate folder to save your workflow. using Pabbly Connect

• Name your workflow appropriately.
• Choose the folder for organization.
• Click on Create to proceed.

This will take you to the workflow setup page where you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what you want to happen as a result.

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3. Setting Up the Trigger with Basecamp

In the Trigger section, select Pabbly Connect as the application and then choose Basecamp as your trigger application. The event you want to trigger is New Message. This means that every time a new message is created in Basecamp, it will initiate the workflow.

Connect your Basecamp account by clicking on Add New Connection. Once connected, you need to select your specific Basecamp account and the project you want to monitor for new messages.

• Select New Message as the trigger event.
• Connect to your Basecamp account.
• Choose the relevant project from your Basecamp account.

Once you have set this up, click Save and test the trigger to ensure it’s functioning correctly.

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4. Setting Up the Action with Slack

After the trigger is set, you will need to configure the Action section. Here, select Pabbly Connect again and choose Slack as your action application. The action event will be Send Channel Message. This action sends a notification to your Slack channel whenever a new message is posted in Basecamp.

To connect Slack, click on Add New Connection and enter your token type. Choose either user or bot token type, depending on how you want to send messages. After that, select the appropriate Slack channel where the notification should be sent.

Select Send Channel Message as the action event. Connect your Slack account. Choose the Slack channel for notifications.

Now, you will need to map the message details from the Basecamp trigger response into the Slack message format. This includes sender name, project name, and message content.

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5. Testing the Integration

Once both the trigger and action are set up, it’s time to test the integration. Create a new message in your Basecamp project to see if the notification is sent to Slack. Ensure that you select the option to notify everyone who has access to the project.

After posting a new message in Basecamp, check your selected Slack channel. You should see a notification containing all the relevant details from the message you created in Basecamp, confirming that the integration is working correctly.

To summarize, using Pabbly Connect allows you to seamlessly connect Basecamp and Slack, automating the notification process for new messages. This integration not only saves time but also ensures your team stays informed in real-time.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to notify your team on Slack for Basecamp messages. By following these steps, you can automate notifications and enhance team communication effectively.

Learn how to create Systeme.io contacts automatically from Elementor form submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. 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. Access Pabbly Connect for Integration

To create a Systeme.io contact on Elementor form submission, you will need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account. If you are new, you can easily sign up for a free account that includes 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. This platform will facilitate the automation between Elementor and Systeme.io, allowing you to streamline your workflow effectively.

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2. Create a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click the ‘Create Workflow’ button located in the top right corner of your dashboard. A dialog box will appear asking for a workflow name; enter ‘Systeme.io Contact on Elementor Form Submission’.

Next, select a folder to save this workflow. You can choose from existing folders or create a new one. After naming the workflow and selecting the folder, click on the ‘Create’ button to finalize your new workflow.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.

Your workflow is now set up and ready for the next steps, which involve defining the trigger and action for the automation.

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3. Set Up Trigger from Elementor

The next step involves setting up the trigger in Pabbly Connect. Click on the arrow in the trigger section to choose your trigger application. Select ‘Elementor’ as your trigger app, and then choose the event ‘New Form Submission’.

Once selected, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect your Elementor form to Pabbly Connect. Copy the webhook URL and proceed to your Elementor account to set up the integration.

• Select ‘Elementor’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL.

Now, you are ready to link your Elementor form with Pabbly Connect using the copied webhook URL.

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4. Connect Elementor Form to Pabbly Connect

To connect your Elementor form to Pabbly Connect, go to your Elementor account and find the form you created. In the form settings, locate the ‘Action After Submit’ section and select ‘Webhooks’. Here, paste the webhook URL you copied earlier.

After pasting the URL, click on ‘Update’ to save the changes to your Elementor form. This integration allows Pabbly Connect to capture form submissions automatically. To test this, submit a test form entry to see if Pabbly Connect captures the response correctly.

Open the Elementor form settings. Select ‘Webhooks’ under ‘Action After Submit’. Paste the webhook URL and click ‘Update’.

After updating, go back to Pabbly Connect to check if it is waiting for a webhook response, indicating a successful connection.

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5. Set Up Action in Systeme.io

Now that your trigger is set up, it’s time to configure the action in Pabbly Connect. Click the arrow in the action section and select ‘Systeme.io’ as your action application. The action event will be ‘Create Contact’. This means every time a form is submitted, a new contact will be automatically created in Systeme.io.

To connect Systeme.io with Pabbly Connect, you will need to enter your API key. This key can be generated from your Systeme.io account under the ‘Settings’ section. After generating the API key, paste it into Pabbly Connect to establish the connection. Fill in the required fields by mapping data from the previous step.

Select ‘Systeme.io’ as the action application. Choose ‘Create Contact’ as the action event. Enter your API key to connect Systeme.io.

Once all fields are filled and mapped correctly, click on ‘Save and Send Test Request’ to verify the integration. If successful, you will see the new contact created in your Systeme.io account.

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Conclusion

In this tutorial, we demonstrated how to create a Systeme.io contact automatically from Elementor form submissions using Pabbly Connect. By following the steps outlined, you can efficiently streamline your data collection process and enhance your business automation.

Utilizing Pabbly Connect ensures that your workflows are seamless and efficient, allowing you to focus on growing your business.

Learn how to seamlessly integrate Flowdacity leads into Microsoft Excel using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To add Flowdacity leads in Microsoft Excel, the first step is to access Pabbly Connect. This platform allows users to automate workflows between different applications seamlessly. If you are a new user, you can sign up for free and get 100 tasks every month.

Once you log in, navigate to the applications page. Click on the ‘Access Now’ button next to Pabbly Connect to reach your dashboard. From there, you can start creating your workflow for integrating Flowdacity and Microsoft Excel.

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2. Creating a New Workflow in Pabbly Connect

In the dashboard of Pabbly Connect, you will find a button labeled ‘Create Workflow’. Click on it to initiate the process of setting up your integration. A dialog box will appear for you to name your workflow; you might name it ‘ADD Flowdacity Leads in Microsoft Excel’.

• Select a folder to save your workflow, preferably one named ‘Flowdacity’.
• Click on the ‘Create’ button to finalize your workflow setup.

Now, you will see an interface with a trigger and action setup. The trigger will be Flowdacity, and the action will be Microsoft Excel. This setup allows Pabbly Connect to automate the data flow from Flowdacity to Excel.

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3. Setting Up the Trigger for Flowdacity

To set up the trigger in Pabbly Connect, you need to search for Flowdacity in the trigger application section. Select the trigger event as ‘P Step Trigger’. This event will activate whenever a new lead is generated through Flowdacity.

Next, you will see a webhook URL provided by Pabbly Connect. This URL acts as a bridge between Flowdacity and Pabbly Connect. You will need to copy this URL to integrate with your Flowdacity account.

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4. Configuring Flowdacity to Work with Pabbly Connect

Now, go to your Flowdacity account and navigate to the integrations section. Here, you will paste the webhook URL you copied from Pabbly Connect. This connection allows Flowdacity to send lead data to Pabbly Connect whenever a new lead is created.

After pasting the URL, click on the ‘Test the Request’ button in Flowdacity. If configured correctly, you should see a success message. This indicates that Flowdacity is now successfully connected to Pabbly Connect.

Next, you can publish your Flowdacity chatbot. This will allow the integration to capture new leads in real-time. Once published, go back to Pabbly Connect to capture the webhook response, confirming that the lead data has been received.

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5. Adding Flowdacity Leads to Microsoft Excel

After the trigger is set up, the next step is to add the lead details into Microsoft Excel through Pabbly Connect. For this, you will need to establish a connection with Microsoft Excel. Click on the ‘Connect’ button and select ‘Connect with Microsoft Excel’.

• Authorize the connection by clicking on ‘Accept’ to allow secure access.
• Select the Excel workbook you want to use, ensuring it matches the one you created for Flowdacity leads.

Once the connection is established, you will map the lead data fields (name, mobile number, and email) from the Flowdacity response to the corresponding columns in your Excel sheet. After mapping, click on ‘Save and Send Test Request’. If successful, the lead details will appear in a new row in your specified Excel sheet, confirming that the integration works flawlessly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to add Flowdacity leads into Microsoft Excel. By following the steps outlined, you can automate the process of capturing lead data efficiently. This integration not only saves time but also ensures that your leads are organized and easily accessible in Excel.

Learn how to automatically add leads from Facebook Leads Ads to ERPNext using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Integration

To integrate Facebook Leads Ads with ERPNext, the first step is to access Pabbly Connect. This platform enables seamless automation between different applications, making it ideal for our needs. If you’re a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the upper right corner. Here, you can name your workflow, for example, ‘Add Leads Received from Facebook Leads Ads to ERPNext Automatically.’ After naming, select the folder where you want to save this workflow.

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2. Setting Up the Trigger with Facebook Leads Ads

The next step involves setting up the trigger in Pabbly Connect. Here, you will select Facebook Leads Ads as your trigger application. The trigger event will be set to ‘New Lead Instant,’ meaning every time a new lead is generated, the workflow will activate.

• Select Facebook Leads Ads as the trigger application.
• Set the trigger event to New Lead Instant.
• Click on ‘Connect’ to establish the connection.

Once the connection is established, you will need to select the Facebook page associated with your bakery and the lead form that captures the leads. Click on ‘Save and Send Test Request’ to test the connection and ensure that leads can be captured effectively.

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3. Testing Lead Submission through Pabbly Connect

After setting up the trigger, the next step in Pabbly Connect is to test the lead submission. You can do this by using the Meta for Developers lead testing tool. Select your Facebook page and the corresponding lead form.

• Choose your Facebook page in the dropdown menu.
• Select the lead form you created for your bakery.
• Fill in the lead details such as email, first name, last name, phone number, and city, then submit the form.

Once the test lead is submitted, go back to Pabbly Connect and check if the lead details are captured. You should see the response containing the email, name, phone number, and city. This confirms that the trigger is functioning correctly.

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4. Connecting ERPNext as the Action Application

The final step is to connect ERPNext as the action application in Pabbly Connect. This is where you will specify what action should occur when a new lead is captured. Select ERPNext as the action application and set the action event to ‘Add Lead.’

To establish this connection, you will need to enter the ERPNext base URL, app client ID, and app client secret. These details can be obtained from your ERPNext account under the integrations section. After entering the required information, click on ‘Save and Allow’ to complete the connection.

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5. Mapping Lead Details to ERPNext

Once the connection is established, the next step in Pabbly Connect is to map the lead details to ERPNext fields. This mapping process ensures that the lead information from Facebook Leads Ads is accurately transferred to ERPNext.

Map the fields by selecting the corresponding details from the response received from Facebook Leads Ads. For example, map the email, mobile number, and city to their respective fields in ERPNext. After mapping, click on ‘Save and Send Test Request’ to check if the lead is created successfully in ERPNext.

Upon successful mapping and submission, you should see a new lead created in your ERPNext account with all the details filled in correctly. This confirms that the integration is working seamlessly, allowing you to manage leads effectively.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding leads received from Facebook Leads Ads to ERPNext. By following the steps outlined, you can streamline your lead management process and ensure that no lead is missed, enhancing your bakery’s operational efficiency.