Author: Rajpal Tomar

Learn how to send IndiaMART leads to other applications using Pabbly Connect. This tutorial covers step-by-step integration processes with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for IndiaMART Integration

To send IndiaMART leads to other applications, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website where you can either sign in if you are an existing user or click on ‘Sign Up Free’ to create an account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Automations for IndiaMART’. After creating the folder, click on ‘Create Workflow’ to start your integration process.

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2. Setting Up the Trigger Application in Pabbly Connect

In this section, you will set up IndiaMART as your trigger application using Pabbly Connect. Select the trigger event as ‘New Leads’ to initiate the workflow whenever a new lead is captured.

• Select ‘IndiaMART’ as the trigger application.
• Choose the trigger event ‘New Leads’.
• Click on ‘Connect’ to add a new connection.

To connect your IndiaMART account, you will need to enter the CRM API key. Log into your IndiaMART account, go to settings, and find the CRM API section to generate your key. Copy this key and paste it into Pabbly Connect to establish the connection.

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3. Setting Up the Action Application in Pabbly Connect

Next, configure the action application using Pabbly Connect. Here, you will select API by Pabbly as the action application. The action event will be ‘Execute API Request’ which allows you to send data to other applications.

• Select ‘API by Pabbly’ as the action application.
• Choose the action event ‘Execute API Request’.
• Click on ‘Connect’ to set up the request.

For the API request, you will need to fill in the API endpoint URL and select the method type (e.g., POST). You can find the API endpoint on the relevant application’s developer site. Ensure you set the payload type to JSON and select the appropriate authentication method, such as Bearer Token.

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4. Testing the Integration with Pabbly Connect

After setting up both the trigger and action applications in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to check if the details of the last lead received from IndiaMART are correctly sent to the action application.

Upon successful execution, you should see a response with all the lead details. This includes the lead’s name, mobile number, and email address, confirming that the integration is functioning as intended. If you receive a positive response, it indicates that the connection between IndiaMART and your action application is successfully established.

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5. Conclusion and Summary of the Workflow

In conclusion, using Pabbly Connect to send IndiaMART leads to other applications is a straightforward process. You set up IndiaMART as the trigger application and API by Pabbly as the action application, allowing seamless data transfer.

By following the steps outlined, you can automate your lead management process effectively. This integration not only saves time but also ensures that your leads are managed efficiently across different platforms.

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In this tutorial, we explored how to use Pabbly Connect to send IndiaMART leads to other applications. This powerful integration tool simplifies the process of connecting various applications for better workflow management.

Learn how to set up notifications for new GoHighLevel leads on Slack using Pabbly Connect in this step-by-step tutorial. 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 Integration

To notify your team on Slack for new GoHighLevel leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new to Pabbly, you can sign up for a free account, which offers 100 free tasks each month.

Once logged in, you will see the Pabbly Apps window. Click on the Pabbly Connect option to access the dashboard. Here, you can create workflows that automate the process of sending notifications to Slack whenever a new lead is generated in your GoHighLevel account.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of your dashboard. You will be prompted to name your workflow. Enter a descriptive name such as ‘Notify Team on Slack for New GoHighLevel Leads’ and select the appropriate folder for organization.

• Enter the workflow name.
• Choose a folder to save the workflow.
• Click on ‘Create’ to finalize the workflow creation.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger will be set to GoHighLevel, while the Action will be set to Slack. This structure is essential for the automation process.

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3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the Trigger application in Pabbly Connect. Click on the dropdown arrow in the Trigger section and select GoHighLevel as your trigger application. The specific trigger event you want to choose is ‘Contact Created’. This means that every time a new lead is created in GoHighLevel, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL as you will need it to connect GoHighLevel with Pabbly Connect. Now, head over to your GoHighLevel account to set up the connection.

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4. Connecting GoHighLevel to Pabbly Connect

In your GoHighLevel account, navigate to the Automation section and create a new workflow. Select ‘Start from Scratch’ and add a new trigger. Choose ‘Contact Created’ as the trigger type. After saving the trigger, click on the plus button to add an action.

• Select ‘Webhook’ as the action type.
• Paste the Webhook URL from Pabbly Connect.
• Save and publish the workflow.

Once you have connected GoHighLevel with Pabbly Connect, the system will be ready to capture new lead information whenever a new contact is created.

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5. Setting Up the Action in Pabbly Connect

Next, you will set up the Action application in Pabbly Connect. Click on the Action dropdown and select Slack as your action application. Choose the action event ‘Send Channel Message’ to send notifications to your Slack channel whenever a new lead is generated.

After selecting Slack, connect your Slack account by adding a new connection. Choose the token type as ‘Bot’ and allow the necessary permissions. Once connected, select the Slack channel where you want the notifications to be sent, such as ‘New GoHighLevel Leads’. You can customize the message to include details like the lead’s name, phone number, email, and timezone.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to set up notifications for new GoHighLevel leads on Slack. By following the steps outlined, you can ensure your team stays informed about new leads in real-time, enhancing your workflow efficiency.

Learn how to set up Telegram notifications for IndiaMART leads using Pabbly Connect. Step-by-step guide to automate lead notifications effectively. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Telegram Notifications

To get Telegram notifications for IndiaMART leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you don’t have an account, you can easily sign up for free and receive 100 free tasks each month.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect to proceed. This will take you to the main dashboard where you can create a new workflow for your automation.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow for IndiaMART automation using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard. A dialog box will appear prompting you to name your workflow.

• Name the workflow as ‘IndiaMART Automations’.
• Select a folder where you want to save this workflow.
• Click on ‘Create’ to finalize the workflow setup.

Now that your workflow is created, you will see two sections: Trigger and Action. The Trigger is what starts the automation, and the Action is what happens as a result. For this setup, the trigger will be IndiaMART and the action will be Telegram.

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3. Setting Up the Trigger for IndiaMART Leads

To set up the trigger in Pabbly Connect, click on the arrow next to the Trigger section. Select IndiaMART as your trigger application. The trigger event will be set to ‘New Lead’. This means that every time a new lead is generated in IndiaMART, it will trigger the automation.

After selecting the trigger application and event, click on ‘Save & Send Test Request’. This will allow Pabbly Connect to capture the lead details. You will see a response containing all the lead details such as the subject, sender’s name, email, and more.

This successful setup confirms that Pabbly Connect is now capturing leads from IndiaMART effectively. You can review the captured lead details to ensure everything is working correctly before proceeding to the action setup.

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4. Setting Up the Action to Send Notifications via Telegram

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Click on the Action section and select Telegram as your action application. Choose the action event as ‘Send a Text or Reply’. This will send the lead details to your Telegram account.

• Click on ‘Connect’ to establish a connection between Telegram and Pabbly Connect.
• You will need to obtain a token from BotFather on Telegram to complete this connection.
• Follow the prompts to create a new bot and copy the token provided.

Paste the token back into Pabbly Connect and click ‘Save’. This will successfully connect your Telegram bot to the workflow. You can then proceed to map the message content that will be sent to your Telegram group.

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5. Mapping Data and Testing the Integration

In this final step, you will map the data collected from the IndiaMART leads to the message format for Telegram. In the message field, create a template that includes lead details such as subject, sender’s name, email, and more. This ensures that every new lead notification will have the correct information.

Once you have mapped all the required fields, click on ‘Save & Send Test Request’ to test the integration. If successful, you will receive a notification in your Telegram group confirming that a new lead has been captured from IndiaMART.

This process demonstrates how Pabbly Connect effectively automates lead notifications from IndiaMART to Telegram. You can now monitor your leads in real-time, ensuring you never miss an opportunity.

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Conclusion

In this tutorial, we explored how to set up Telegram notifications for IndiaMART leads using Pabbly Connect. By automating this process, you can efficiently manage leads and enhance your response time. This integration allows seamless communication of new leads directly to your Telegram account.

Learn how to create a ConvertKit subscriber in sequence for TidyCal bookings using Pabbly Connect. Step-by-step tutorial with API keys and more! 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 start the integration process, you need to access Pabbly Connect. Simply enter the URL Pabbly.com/connect in your browser. This will take you to the homepage where you can either sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up Free’ to receive 300 tasks every month. Existing users should click ‘Sign In’. Once logged in, you will see the dashboard of Pabbly Connect, which allows you to create workflows that automate tasks between applications like TidyCal and ConvertKit.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is straightforward. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow something like ‘Create ConvertKit Subscriber for TidyCal Booking’.

• Select a folder to save your workflow.
• Click ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see options for setting up a trigger and an action. The trigger will be TidyCal, and the action will be ConvertKit, allowing you to automate subscriber creation whenever a new booking is made.

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3. Setting Up the Trigger with TidyCal

To set up the trigger in Pabbly Connect, select TidyCal as your trigger application and choose ‘New Booking’ as the trigger event. This means that every time a new booking is made in TidyCal, it will trigger the workflow.

Click on ‘Connect’ to establish a connection with your TidyCal account. If it’s your first time connecting, select ‘Add New Connection’ and log in to TidyCal. Once authorized, the connection will be successful. You can then perform a test booking to ensure everything works correctly.

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4. Configuring the Action with ConvertKit

Next, set up the action in Pabbly Connect by selecting ConvertKit as your action application. Choose ‘Add Subscriber to Sequence’ as the action event. This will allow you to add the new subscriber to a specific sequence in ConvertKit.

• Click ‘Connect’ to link your ConvertKit account.
• Enter your API Key and API Secret from your ConvertKit account settings.
• Map the email and first name fields from the TidyCal booking response.

After mapping the necessary fields, click ‘Save and Send Test Request’ to verify that the subscriber is added successfully to ConvertKit. You should see the new subscriber in your ConvertKit dashboard.

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5. Conclusion and Final Thoughts

In this tutorial, we explored how to automate the process of adding a ConvertKit subscriber in sequence for TidyCal bookings using Pabbly Connect. By setting up a trigger with TidyCal and an action with ConvertKit, you can streamline your workflow effectively.

Utilizing Pabbly Connect not only saves time but also ensures that your subscriber list is always up-to-date with new bookings. This integration allows for efficient management of your marketing efforts and enhances your overall productivity.

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With this knowledge, you can now implement similar workflows for other applications using Pabbly Connect. If you have any questions or need assistance, feel free to reach out to the support team.

Learn how to integrate Facebook Lead Ads with Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless automation of your lifestyle products leads.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, first, navigate to the Pabbly Connect website. You can do this by searching for ‘Pabbly Connect’ in your browser. Once on the site, you will see options to either sign in or sign up for free.

If you’re a new user, select the sign-up option to create an account. Existing users can simply log in. After logging in, you will access the Pabbly dashboard, where you can see various applications offered, but today, our focus will be on Pabbly Connect to link Facebook Lead Ads with Google Sheets.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to start setting up your automation. You will need to name your workflow; for this example, use ‘Facebook Leads to Google Sheets for Lifestyle Products’. Select an appropriate folder for organization, then click on ‘Create’ to proceed.

• Name your workflow appropriately.
• Select the folder for better organization.
• Click on ‘Create’ to initiate the workflow.

Once your workflow is created, you will be directed to the automation window. Here, you will set up the trigger and action for your workflow. The trigger will be Facebook Lead Ads, and the action will be Google Sheets.

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3. Setting Up Facebook Lead Ads as Trigger

In the workflow window, select Facebook Lead Ads as your trigger application. Choose the trigger event as ‘New Lead Instant’. This setting ensures that every time a new lead is submitted through your Facebook Lead Ads, it triggers the workflow in Pabbly Connect.

Next, you will connect your Facebook account to Pabbly Connect. Click on ‘Connect’ and either select an existing connection or create a new one. If creating a new connection, choose your Facebook account and click on ‘Continue’. After successful connection, select the Facebook page and lead form you want to use for this automation.

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4. Setting Up Google Sheets as Action

Now that your trigger is set, it’s time to configure the action. Search for Google Sheets and select it as your action application. For the action event, choose ‘Add New Row’. This action will add the lead information to your specified Google Sheet.

• Select Google Sheets as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect your Google account to Pabbly Connect.

After connecting, you will need to specify the spreadsheet and sheet name where the leads will be added. Map the fields from the trigger step (lead name, email, and phone number) to the corresponding columns in your Google Sheet. This mapping ensures that the data flows correctly from Facebook Lead Ads to Google Sheets.

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5. Testing the Integration

With both the trigger and action configured, it’s essential to test the integration. Use the Meta for Developers tool to create a test lead. Select your page and lead form, then submit the details. This action will send a test lead to Pabbly Connect and check if the data appears in Google Sheets.

After submitting the test lead, return to your Pabbly Connect workflow and click on ‘Save and Send Test Request’. If everything is set up correctly, you should see the test lead data reflected in your Google Sheets. This confirms that your integration is working successfully.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Google Sheets using Pabbly Connect. By following these steps, you can automate the process of adding new leads directly into your Google Sheets, enhancing your workflow and efficiency. This integration is essential for managing leads for your lifestyle products effectively.

Learn how to create a GetResponse contact from Google Ads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Google Ads and GetResponse Integration

To create a GetResponse contact from Google Ads, start by accessing Pabbly Connect. This integration platform allows you to automate the process seamlessly. Visit the Pabbly Connect website, where you can either sign in if you’re an existing user or sign up for a free account.

Once logged in, you will see various Pabbly applications. Click on the option for Pabbly Connect to proceed with setting up your workflow. This is essential for connecting Google Ads and GetResponse, enabling automatic contact creation from leads generated through your ads.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this tutorial, name it ‘How to Create GetResponse Contact from Google Ads’ and select the appropriate folder to save it.

• Choose a suitable name for your workflow.
• Select the folder where you want to save the workflow.

Once you have named your workflow, click on the ‘Create’ button. This will take you to the workflow window where you will set up the trigger and action. In this case, Google Ads will serve as the trigger, and GetResponse will be the action application.

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3. Setting Up Google Ads as the Trigger in Pabbly Connect

In the workflow window, select Google Ads as your trigger application. For the trigger event, choose ‘New Lead Form Entry’. This action will notify Pabbly Connect whenever a new lead is generated through your Google Ads campaigns.

Upon selecting the trigger event, you will be provided with a webhook URL. This URL is crucial as it allows Google Ads to communicate with your Pabbly Connect workflow. Copy this URL and proceed to your Google Ads account.

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4. Configuring Google Ads to Send Data to Pabbly Connect

In your Google Ads account, navigate to the campaign where you want to set up lead forms. Under the lead forms section, you will find an option to add a new asset. Here, you can specify the lead details you wish to collect, such as name, phone number, and email.

• Add required fields like name, phone number, and email in the lead form.
• Paste the webhook URL from Pabbly Connect into the lead delivery options.

After pasting the URL, enter a sample key and send test data to ensure everything is working correctly. Once the test data is sent, you can return to Pabbly Connect to verify that the data has been captured successfully from Google Ads.

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5. Setting Up GetResponse as the Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Select GetResponse as your action application and choose the action event as ‘Create Contact’. Click on the connect button to link your GetResponse account with Pabbly Connect.

If you haven’t connected your GetResponse account yet, you will need to add a new connection. You will be prompted to enter your API key, which you can generate from your GetResponse account. Once you have pasted the API key, save the connection to proceed.

After connecting, you will need to map the details from the trigger data to the fields in GetResponse. This includes mapping the full name, email, and phone number. Once all necessary fields are filled, click on ‘Save and Send Test Request’ to complete the setup. If successful, you will see a confirmation indicating that the contact has been created in GetResponse.

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Conclusion

This tutorial demonstrated how to create a GetResponse contact from Google Ads using Pabbly Connect. By following the precise steps outlined, you can automate the process of capturing leads from Google Ads and managing them effectively in GetResponse. This integration enhances your marketing capabilities and streamlines your lead management process.

Learn how to seamlessly add Facebook leads to Google Sheets for your sand and gravel business using Pabbly Connect. Follow our detailed step-by-step tutorial. 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 Integration

To start adding Facebook leads to Google Sheets, you first need to access Pabbly Connect. Go to the Pabbly Connect website and sign in. If you are a new user, click on ‘Sign Up Free’ to create an account, which takes less than two minutes.

Once logged in, you will reach the Pabbly Connect dashboard. Here, you can create a new folder for your workflow. Click on the folder icon, name it ‘Facebook Leads to Google Sheets’, and then click on ‘Create’. This setup is essential for organizing your automation tasks.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. When prompted, name your workflow as ‘Facebook Leads to Google Sheets for Sand & Gravel Business’. Make sure to select the folder you created earlier.

• Click on ‘Create’.
• You will see options for Trigger and Action.
• For Trigger, select ‘Facebook Lead Ads’.

After selecting the trigger application, you need to choose a trigger event. Click on the dropdown and select ‘New Lead Instant’. This event starts your workflow when a new lead is submitted through your Facebook lead ads.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Now, you will connect your Facebook Lead Ads account with Pabbly Connect. Click on ‘Connect’ and choose ‘Add New Connection’. You will need to log in to your Facebook account and allow the necessary permissions.

After connecting, select the Facebook page associated with your lead ads. For instance, if your page is named ‘Sand Castle Solutions’, search for it and select it. Next, you need to choose the lead gen form you created, ensuring it is live for receiving lead data.

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4. Setting Up Google Sheets as the Action Application

With your trigger set up, it’s time to configure Google Sheets as the action application in Pabbly Connect. Click on the action application and select ‘Google Sheets’. Then, choose the action event as ‘Add a New Row’. This ensures that every new lead from Facebook will create a new entry in your Google Sheets.

• Click ‘Connect’ and select ‘Add New Connection’.
• Sign in with your Google account and allow permissions.
• Choose the spreadsheet where you want to store the leads.

Once connected, select the appropriate spreadsheet and ensure the columns match the data you want to collect, such as name, email, and phone number. This mapping allows Pabbly Connect to automatically fill in the data from Facebook leads to Google Sheets.

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5. Testing the Integration and Finalizing the Setup

After setting up the trigger and action, it’s crucial to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test lead to your Google Sheets. If successful, you will see the lead details populated correctly in your spreadsheet.

To ensure everything works, you may need to create a test lead using the Facebook Lead Ads testing tool. Go to the Meta for Developers page, navigate to the lead ads testing tool, and submit a lead form. Refresh your Google Sheets to confirm that the new lead has been added successfully.

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Conclusion

Using Pabbly Connect simplifies the process of adding Facebook leads to Google Sheets for your sand and gravel business. This automation saves time and ensures that you never miss a lead. Follow these steps to streamline your lead management effectively.

Learn how to automate WordPress posts from Dropbox images using Pabbly Connect. Step-by-step guide for seamless integration. 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 start the integration process, access Pabbly Connect by visiting its official website. This platform allows you to automate tasks between different applications without needing coding skills.

Once on the homepage, you will see options to sign in or sign up for free. New users can create an account and receive 100 free tasks every month to explore the software. Existing users can simply sign in to their accounts.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ option. Name your workflow, for example, ‘Create WordPress Post from Dropbox Images’ and select a folder to save it.

• Click on the ‘Create’ button to start building your workflow.
• Select Dropbox as your trigger application.
• Choose ‘New File’ as the trigger event.

This setup indicates that whenever a new file is uploaded to Dropbox, it will trigger an action in WordPress via Pabbly Connect.

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3. Connecting Dropbox to Pabbly Connect

In this step, you will establish a connection between Dropbox and Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’ to link your Dropbox account.

Once connected, specify the folder path where you will upload images. Ensure you copy the correct folder path from your Dropbox account and paste it into Pabbly Connect. Click on ‘Save and Send Test Request’ to confirm the connection.

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4. Formatting Text for WordPress Posts

After capturing the image response from Dropbox, you will need to format the text for your WordPress post. Use the ‘Text Formatter’ feature within Pabbly Connect to split the image name and remove unwanted extensions like PNG.

• Select ‘Split Text’ and connect it to the previous step.
• Map the image name to the text field.
• Use a dot as a separator to split the text accurately.

By doing this, you ensure that only the relevant caption is used in the WordPress post, optimizing the content for better readability and engagement.

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5. Posting to WordPress with Pabbly Connect

Now, you will add WordPress as an action application in Pabbly Connect. Click on ‘Add Action Step’ and select WordPress, then choose ‘Create Post’ as the action event.

Connect to your WordPress account by providing the necessary credentials. Once connected, map the post title, content, and the media ID received from WooCommerce to create a new post in WordPress.

Finally, click on ‘Save and Send Test Request’ to publish the post. Check your WordPress dashboard to confirm that the post has been created successfully, showcasing the image and caption uploaded from Dropbox.

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Conclusion

Using Pabbly Connect, you can seamlessly automate the process of creating WordPress posts from Dropbox images. This integration enhances efficiency and saves time, allowing you to focus on content creation.

Learn how to integrate WhatsApp with Facebook leads using Pabbly Connect. Follow this step-by-step tutorial to automate WhatsApp messages for your leads. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Setting Up the Trigger in Pabbly Connect

To begin the automation process, we first set up the trigger in Pabbly Connect. The trigger application will be Facebook Leads, and the trigger event is New Lead Instant. This means that every time a new lead is generated, Pabbly Connect will capture it immediately.

To connect Facebook Lead Ads with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. If your Facebook account is already linked, you can choose the existing connection. Then, select your Facebook account and authorize it. After that, you will need to select your page, which in this case is named G Mini.

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2. Selecting the Lead Form in Pabbly Connect

Once your Facebook account is connected, the next step is to select the lead form. In Pabbly Connect, you will see all the lead forms you have created in your Meta Business Suite. For this integration, I will select the lead form named Lead Ad Form.

• Select your lead form from the available options.
• You can choose to capture leads from all forms if needed.

After selecting the lead form, click on ‘Save’ and then send a test request. This will allow Pabbly Connect to wait for a webhook response, indicating that a test submission is required.

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3. Testing the Lead Submission

To perform a test submission, navigate to the Meta for Developers page. Select ‘Tools’ and then choose the Lead Ads Testing Tool. Here, you will select your page G Mini and the lead form Lead Ad Form.

Next, click on ‘Preview Form’ to enter dummy data. For example, input a name as Dummy User, an email as [email protected], and a random phone number. After filling in the details, click ‘Next’ and then submit the form. Once done, return to Pabbly Connect to see if the response has been received successfully.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

Now that the trigger is set up, we need to configure the action application, which is the WhatsApp Cloud API. In Pabbly Connect, select WhatsApp Cloud API as the action application and choose ‘Send Template Message’ as the action event.

To connect your WhatsApp Cloud API with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. You will need to input the temporary access token, phone number ID, and WhatsApp business account ID obtained from your WhatsApp Cloud API setup.

• Ensure you have created a message template in your WhatsApp Cloud API account.
• Select the template name to be used for sending messages.

After filling in the required details, save the connection. This will allow Pabbly Connect to send messages using the selected template whenever a new lead is captured.

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5. Sending WhatsApp Messages to New Leads

With the WhatsApp Cloud API configured, the final step is to map the recipient’s mobile number and the message body. Instead of entering the number manually, you will map it from the previous Facebook lead ad response.

In Pabbly Connect, map the full name variable to personalize the message. After entering the original number for testing, click on ‘Save’ and send a test request. If successful, you will receive a message status indicating acceptance.

Verify by checking your WhatsApp for the message. It should read something like ‘Hello Dummy User, thank you for showing interest in our offerings…’ This confirms that the integration works seamlessly through Pabbly Connect.

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Conclusion

This tutorial demonstrates how to send WhatsApp messages to Facebook leads using Pabbly Connect. By setting up triggers and actions correctly, you can automate your lead communication effectively. This integration enhances your engagement with potential customers seamlessly.

Learn how to seamlessly send product catalogs to IndiaMART leads via Gmail using Pabbly Connect. Follow this detailed step-by-step guide for automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send product catalogs to IndiaMART leads via Gmail, you need to first access Pabbly Connect. Start by visiting the Pabbly Connect landing page. If you are a new user, you can sign up for free and receive 100 tasks monthly. Existing users can click on the sign-in option.

Once logged in, you will see various Pabbly applications. Click on the option to access Pabbly Connect. After reaching your dashboard, you can begin setting up your workflow for integrating IndiaMART and Gmail.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate sending product catalogs. Click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and choose a folder for it. Name it ‘Send Product Catalogs to IndiaMART Leads via Gmail’ and save it in the automations folder.

• Click on ‘Create’ to proceed to the workflow window.
• Here, you will set the trigger and action for the workflow.

In the workflow window, select IndiaMART as the trigger application and choose ‘New Leads’ as the trigger event. This setup is crucial as it allows Pabbly Connect to initiate the workflow when a new lead is captured in your IndiaMART account.

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3. Connecting IndiaMART to Pabbly Connect

To connect your IndiaMART account, click on ‘Add New Connection’. You will need to copy the CRM key from your IndiaMART account. Navigate to the settings in your IndiaMART account, go to account settings, and find the CRM API section.

Once you have copied your API key, paste it into your Pabbly Connect workflow and click on ‘Save’. After successfully connecting, you can send a test request to ensure that Pabbly Connect captures the latest lead from IndiaMART.

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4. Setting Up Gmail in Pabbly Connect

Next, configure Gmail as the action application in your workflow. Search for Gmail and select it. Choose ‘Send Email’ as the action event. You will then connect your Gmail account to Pabbly Connect by adding a new connection.

• Select your Gmail account and click on allow to grant permissions.
• Map the recipient’s email address to ensure it is dynamically pulled from the previous step.

Fill in the sender’s name, email subject, and content. Personalize the email by mapping the lead’s name. Lastly, attach the product catalog PDF by pasting its URL in the attachment section. This setup ensures that each lead receives a tailored email with the product catalog attached.

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5. Testing the Workflow

After setting up the Gmail action, click on ‘Save and Send Test Request’ to verify the workflow. If successful, you will receive a confirmation showing that the email has been sent. Check your Gmail account to confirm that the email appears with the subject ‘Product Catalog’ and includes the PDF attachment.

This step is crucial as it demonstrates that the integration between IndiaMART and Gmail through Pabbly Connect works flawlessly. You can summarize the workflow to ensure all details are correctly configured for future use.

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Conclusion

In this tutorial, we explored how to send product catalogs to IndiaMART leads via Gmail using Pabbly Connect. By following these steps, you can automate your lead communication efficiently, ensuring timely responses with the necessary information.