Author: Rajpal Tomar

Learn how to automate sending 80G receipts over WhatsApp for NGO donations via Razorpay using Pabbly Connect. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for NGO Donations

To start automating the process of sending 80G receipts over WhatsApp for NGO donations received via Razorpay, we will use Pabbly Connect. First, access Pabbly Connect by visiting its homepage. If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply sign in using their credentials.

Once logged in, you will be directed to the dashboard. Here, you can create workflows that integrate multiple applications. To initiate the setup, click on the ‘Create Workflow’ option. Give your workflow a descriptive name, such as ‘Send 80G Receipts via WhatsApp for Razorpay Donations’ and select the appropriate folder for organization.

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2. Creating the Workflow with Razorpay as Trigger

In this step, we will set Razorpay as the trigger application in Pabbly Connect. Select Razorpay from the list of applications and choose the trigger event as ‘Payment Captured’. This means that the workflow will be activated whenever a payment is successfully captured through Razorpay.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the provided webhook URL for Razorpay integration.

Next, navigate to your Razorpay account settings to add the webhook URL. Go to the ‘Webhooks’ section and click on ‘Add New Webhook’. Paste the copied URL and select the event ‘Payment Captured’. Save the webhook settings to complete the integration with Pabbly Connect.

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3. Filtering Donations for NGO Receipts

After setting up the Razorpay trigger, we need to filter the donations to ensure that only relevant transactions proceed to the next steps in Pabbly Connect. For this, we will add a filter action. Choose the ‘Filter’ application in the action step.

• Set the condition to check if the payment purpose equals ‘NGO Donation’.
• Map the payment purpose from the Razorpay response.
• Ensure the workflow continues only if the condition is met.

Once the filter is set, proceed to test it. If the condition is true, the workflow will continue to the next action, which involves creating the 80G receipt document in Google Docs.

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4. Creating the 80G Receipt in Google Docs

With the donations filtered, we can now create the 80G receipt using Google Docs. Select Google Docs as the action application in Pabbly Connect, and choose the action event ‘Create Document from Template’. Connect your Google account to allow Pabbly Connect access to your Google Docs.

In the configuration, select the template you have prepared for the 80G receipt. Map the necessary fields such as donor name, donation amount, and other details from the Razorpay response. This ensures that each receipt is personalized for the donor.

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5. Sending the Receipt via WhatsApp

Finally, the last step in this automation is to send the generated 80G receipt to the donor via WhatsApp. For this, select the WhatsApp Cloud API as the action application in Pabbly Connect. Choose the action event ‘Send Template Message’.

Configure the WhatsApp message by selecting the template you created earlier. Make sure to include the link to the 80G receipt document generated in Google Docs. Map the donor’s phone number to send the message directly to them. This step completes the automation process, ensuring that donors receive their receipts promptly.

Once you test this step, you should receive the WhatsApp message with the receipt link, confirming that the integration works smoothly.

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Conclusion

In this tutorial, we explored how to automate the process of sending 80G receipts over WhatsApp for NGO donations received via Razorpay using Pabbly Connect. By following these steps, you can easily manage donations and ensure timely communication with your donors, enhancing your NGO’s operational efficiency.

Learn how to integrate WhatsApp and Facebook leads for your fintech startup using Pabbly Connect. Step-by-step guide to automate WhatsApp messages. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to Facebook leads, you must first access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and receive 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, click on the ‘Access Now’ button to enter the main interface. This is where you will create a workflow to integrate Facebook Lead Ads with WhatsApp Cloud API.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow for automating WhatsApp messages. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for example, ‘FX WhatsApp Message to Facebook Lead’.

• Name your workflow according to your preference.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is essential as it initiates the process whenever a new lead is generated from Facebook Lead Ads.

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3. Setting Up the Trigger with Facebook Lead Ads

The trigger in this workflow will be Facebook Lead Ads. Click on the arrow in the trigger section to select Facebook Lead Ads as your trigger application. Choose the event ‘New Lead Instant’ to capture leads automatically.

Once you select the trigger event, click on ‘Connect’. If you have not connected Facebook to Pabbly Connect before, you will need to create a new connection. Make sure you are logged into your Facebook account in another tab for a smoother connection process.

• Authorize Pabbly Connect to access your Facebook account.
• Select the business page linked to your leads.
• Choose the lead generation form you created.

After saving these settings, you will need to test the connection by generating a test lead from Facebook, ensuring that Pabbly Connect captures the lead details accurately.

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4. Setting Up the Action Step with WhatsApp Cloud API

Now that the trigger is set, it’s time to configure the action step using WhatsApp Cloud API. In the action section, select WhatsApp Cloud API as your action application. The event here will be ‘Send Template Message’ to forward the WhatsApp message to the new lead.

Click on ‘Connect’ to link the WhatsApp Cloud API with Pabbly Connect. You will need to input your WhatsApp API details, including the temporary access token, phone number ID, and WhatsApp business account ID. These can be found in your WhatsApp Cloud API settings.

Copy the temporary access token and paste it into Pabbly Connect. Input the phone number ID and WhatsApp business account ID accordingly. Select the message template you created for WhatsApp messages.

Once all details are filled, map the recipient’s mobile number and name dynamically from the previous step. This ensures that the WhatsApp message is personalized for each lead.

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5. Testing the Integration and Finalizing

After setting up both the trigger and action steps, it’s crucial to test the entire integration. Generate another test lead using the Facebook lead ads testing tool. Ensure that the WhatsApp message is sent to the specified mobile number.

Check your WhatsApp account to confirm that the message arrives correctly. The message should include the personalized details of the lead, confirming that the integration works smoothly through Pabbly Connect.

Once confirmed, your automation is complete! You can now automatically send WhatsApp messages to any new lead generated by Facebook ads, enhancing your communication strategy for your fintech startup.

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Conclusion

Using Pabbly Connect, you can effectively automate sending WhatsApp messages to Facebook leads for your fintech startup. This integration streamlines your communication process and enhances lead engagement.

Learn how to create a subscriber in Flodesk from Thinkific enrollment using Pabbly Connect. Step-by-step guide with detailed instructions and UI elements. 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. Accessing Pabbly Connect for Integration

To create a subscriber in Flodesk from Thinkific enrollment, start by accessing Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. If you are an existing user, simply sign in; new users can sign up for free and receive 100 tasks each month.

Once signed in, navigate to the dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something descriptive, like ‘Create Subscriber in Flodesk from Thinkific Enrollment,’ and save it in a relevant folder.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow in Pabbly Connect. The trigger application will be Thinkific, and the action application will be Flodesk. For the trigger event, select ‘Enrollment Created,’ which will activate whenever a new enrollment occurs in your Thinkific account.

• Trigger Application: Thinkific
• Trigger Event: Enrollment Created
• Action Application: Flodesk
• Action Event: Create or Update Subscriber

After selecting the trigger and action, you will need to establish a connection between Thinkific and Pabbly Connect. A webhook URL will be provided, which you will use to connect your Thinkific account. This URL acts as a bridge for data transfer.

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3. Creating a Webhook in Thinkific

To create a webhook in Thinkific, go to your Thinkific account settings and navigate to the Webhooks section. Click on the ‘New Webhook’ button and paste the webhook URL from Pabbly Connect into the target URL field. This step is crucial as it enables Thinkific to send enrollment data to Pabbly Connect.

When setting up the webhook, ensure you select the model for enrollment and specify the enrollment topic as ‘Enrollment Created.’ After filling in these details, click on the ‘Save’ button to create the webhook successfully.

Now, return to Pabbly Connect where it will be waiting for a webhook response. You will need to test the webhook by enrolling a user in one of your Thinkific courses to capture the data.

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4. Testing the Webhook and Mapping Data

To test the webhook, navigate back to your Thinkific account and enroll a user in a course, such as the ‘Core PHP Programming’ course. Fill in the required details like first name, last name, email, password, and phone number, then click on ‘Enroll for Free.’ This action will trigger the webhook in Pabbly Connect.

Once the enrollment is successful, Pabbly Connect will capture the response. You should see a positive response indicating that the enrollment data has been received. This data includes the user’s first name, last name, email, and course name.

• User First Name
• User Last Name
• User Email
• Course Name

This successful capture means that the automation setup is working correctly. You can now proceed to map this data to create a subscriber in Flodesk.

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5. Creating a Subscriber in Flodesk

Now that you have successfully captured the enrollment data in Pabbly Connect, the next step is to create a subscriber in Flodesk. Click on the ‘Connect with Flodesk’ button to establish a connection. You will need to authorize Pabbly Connect to access your Flodesk account.

Once connected, you will need to map the captured data to the corresponding fields in Flodesk. For instance, select the email field and map it to the email captured from the Thinkific enrollment. Similarly, map the first name and last name fields using the data received.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation that a new subscriber has been created in your Flodesk account. Refresh your Flodesk account to see the new subscriber listed under ‘All Subscribers.’ This completes the integration process using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to create a subscriber in Flodesk from Thinkific enrollment using Pabbly Connect. By following the steps outlined, you can automate the process of adding new subscribers based on course enrollments. This integration not only saves time but also enhances your marketing efforts.

Learn how to automate adding Contact Form 7 file submissions to Google Sheets using Pabbly Connect in this detailed tutorial. 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 automate adding Contact Form 7 file submissions to Google Sheets, first, access Pabbly Connect. This platform allows seamless integration between various applications, including Google Sheets and Contact Form 7.

Visit the Pabbly Connect homepage by entering the URL Pabbly.com/connect. You will find options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to get started with 300 tasks every month.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner to start a new integration process.

• Name your workflow, for example, ‘Add Contact Form 7 File Submissions to Google Sheets’.
• Select your preferred folder to organize your workflow.

Click on ‘Create’ to proceed. In this workflow, you will set a trigger and an action. The trigger will be Contact Form 7, while the action will be Google Sheets, enabling automation of data transfer.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Contact Form 7’ as your trigger application within Pabbly Connect. Choose ‘New Form Submission’ as your trigger event.

Upon selection, you will receive a webhook URL. Copy this URL and navigate back to your Contact Form 7 settings in WordPress. Paste the webhook URL into the designated field and save the settings.

Next, you will need to test the webhook. Click on the ‘Capture Webhook Response’ button in Pabbly Connect and submit a test entry in your Contact Form 7. This will allow Pabbly Connect to capture the response from the form submission.

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4. Setting Up the Action to Google Sheets

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

• Connect your Google Sheets account by selecting ‘Add New Connection’.
• Authorize Pabbly Connect to access your Google Sheets data.

Once connected, select the spreadsheet named ‘Nature Photography’ and the sheet where you want to add the data. Map the fields such as name, email, and image link from the previous step to the corresponding fields in Google Sheets. Finally, click ‘Save and Send Test Request’ to ensure everything is working correctly.

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5. Testing the Automation Workflow

With the action configured, it’s time to test the entire automation process. Go back to your Contact Form 7 and submit another test entry with dummy data.

Once submitted, check your Google Sheets to see if the new entry has been added successfully. Ensure that the name, email, and image link appear correctly. This confirms that Pabbly Connect has effectively integrated the two applications.

If everything looks good, you have successfully automated the process of adding Contact Form 7 file submissions to Google Sheets using Pabbly Connect. You can now continue to use this workflow for future submissions.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Contact Form 7 file submissions to Google Sheets. By following the steps outlined, you can streamline your data collection process efficiently.

Learn how to integrate Stripe Payment with Flodesk using Pabbly Connect to automate subscriber management based on payment events. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Stripe Payment with Flodesk, first access Pabbly Connect. This platform allows you to automate tasks between various applications seamlessly. If you don’t have an account, you can easily sign up for free and get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can manage your workflows and create new integrations. Click on the ‘Create Workflow’ button to start setting up your automation.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a new workflow. Name your workflow something descriptive, like ‘Add Flodesk Subscriber in Segment Based on Stripe Payment’. Select a folder to save this workflow for better organization. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Enter your workflow name.
• Select the appropriate folder for organization.

Now, you’ll see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while Action is what happens as a result. Here, select Stripe as the trigger application and set the event to ‘Checkout Completed’.

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3. Connecting Stripe with Pabbly Connect

The next step is connecting Stripe to Pabbly Connect. You will need to copy the webhook URL provided by Pabbly Connect and add it to your Stripe account. This URL allows Stripe to send payment details to Pabbly Connect.

In your Stripe dashboard, navigate to the Developers section and find the Webhooks option. Click on ‘Add Endpoint’ and paste the copied URL into the endpoint URL field. Provide a description, select the ‘Checkout Session Completed’ event, and then save the endpoint.

• Go to the Stripe Developers section.
• Select Webhooks and click ‘Add Endpoint’.
• Paste the webhook URL and select the event.

After saving the endpoint, return to Pabbly Connect. The platform will be waiting for a response from Stripe, which you can trigger by completing a test payment.

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4. Testing the Integration with a Test Payment

To test the integration, you need to make a test payment through Stripe. Use the payment link associated with your product to complete the checkout process. Fill in the required details, including email, name, and payment information. using Pabbly Connect

Once the payment is completed, Pabbly Connect will receive the response from Stripe. This will include all relevant payment details, such as the customer’s name, email, and address. Make sure to verify that the response includes all necessary data.

Complete the payment using the provided payment link. Check Pabbly Connect for the received response. Verify that all customer details are captured correctly.

After confirming that the payment details are received, you can proceed to set up the action to add the subscriber in Flodesk.

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5. Adding Subscriber in Flodesk Using Pabbly Connect

Now that you have the payment details, it’s time to add the subscriber in Flodesk. In the action section of Pabbly Connect, select Flodesk as the application and choose the action event to ‘Create/Update Subscriber’. Connect your Flodesk account by entering your email and password.

Next, you will map the fields with the data received from Stripe. This includes the subscriber’s email, first name, last name, and other details. Make sure to select the option to send an opt-in confirmation email if needed.

Select Flodesk as the action application. Map the fields with the Stripe payment data. Choose whether to send an opt-in confirmation email.

Finally, save your workflow and test the action to ensure that the subscriber is added successfully to Flodesk. You can also add an additional action to place the subscriber in a specific segment based on the payment.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Stripe Payment with Flodesk for automated subscriber management. By following these steps, you can streamline your email marketing efforts based on payment events.

Learn how to integrate Facebook Lead Ads with Google Sheets for your probiotic products using Pabbly Connect. Step-by-step guide included! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Facebook Lead Ads with Google Sheets for your probiotic products, start by accessing Pabbly Connect. Go to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get free tasks every month.

After signing in, you will see the Pabbly Apps window. From here, click on ‘Access Now’ under Pabbly Connect. This will direct you to the 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 that automates the process of adding leads from Facebook to Google Sheets. Click on the ‘Create Workflow’ button located at the top right corner of the Pabbly Connect dashboard. using Pabbly Connect

• Name your workflow, for example, ‘Bioboost Facebook Lead Ads to Google Sheets’.
• Select a folder to save your workflow, such as ‘Facebook Leads to Google Sheets Automation’.
• Click on ‘Create’ to finalize your workflow setup.

Now, you will see two windows: one for the trigger and one for the action. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, your trigger will be Facebook Lead Ads.

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3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger, click on the arrow in the trigger window and select ‘Facebook Lead Ads’ as your trigger application. Then, choose the trigger event, which will be ‘New Lead’. This means every time a new lead is generated, Pabbly Connect will capture the response automatically.

Next, click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect. If you don’t have an existing connection, click on ‘Add New Connection’ and authorize the connection by logging into your Facebook account. Select the page you created for your probiotic product, Bioboost, and the lead generation form you want to use.

• Choose the Facebook page for your product.
• Select the lead gen form you created for collecting leads.
• Click on ‘Save and Send Test Request’ to check if the connection is successful.

Once you submit a test lead, you will see the response captured in Pabbly Connect, confirming that the integration is set up correctly.

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4. Setting Up the Action with Google Sheets

Now that your trigger is set up, it’s time to configure the action. Click on the arrow in the action window and select ‘Google Sheets’ as your action application. The action event will be ‘Add New Row’. This ensures that every time a new lead is generated, the lead details will be added to your Google Sheets.

Click on ‘Connect’ to link Google Sheets with Pabbly Connect. If you don’t have an existing connection, click on ‘Add New Connection’ and sign in with your Google account. Authorize the connection by clicking ‘Allow’ to give Pabbly Connect access to your Google Sheets.

Select the spreadsheet you created for your leads, such as ‘Bioboost Customers Data’. Choose the specific sheet within that spreadsheet, like ‘Sheet1’. Map the data fields from the lead, such as first name, last name, email, phone number, and street address.

After mapping all fields, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets.

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5. Testing the Integration

To ensure everything is working correctly, you will perform a test by generating a new lead. Use the Facebook Lead Ads testing tool to create a new test lead. Make sure to fill in all necessary fields, such as first name, last name, email, phone number, and street address.

Once you submit the test lead, check your Google Sheets to confirm that the new lead data has been successfully added. If everything is set up correctly, you should see the new lead details appear in your specified spreadsheet.

This verification process confirms that Pabbly Connect successfully automates the transfer of lead data from Facebook Lead Ads to Google Sheets, allowing you to manage your leads efficiently.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook Lead Ads with Google Sheets, specifically for managing probiotic products. This integration automates lead collection, ensuring that all lead details are captured seamlessly in your Google Sheets.

Learn how to automate WhatsApp messages to Facebook leads for your mining business using Pabbly Connect. Step-by-step instructions included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to Facebook leads for your mining industry, you first need to access Pabbly Connect. This platform allows you to automate the process of sending messages whenever a new lead is generated from Facebook ads.

Start by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks every month. Existing users can simply log in. Once logged in, navigate to the dashboard where you can begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential to automate the message sending process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Give your workflow a descriptive name, such as ‘Coalfield Minds Facebook Leads to WhatsApp Messages’.

• Select the folder for your workflow.
• Define your trigger and action; the trigger is Facebook Lead Ads, and the action is WhatsApp Cloud API.

Once you have named your workflow and selected the folder, you can proceed to set up the trigger. This is crucial as it determines when the WhatsApp message will be sent.

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3. Setting Up Trigger with Facebook Lead Ads

For the trigger, select ‘Facebook Lead Ads’ as your application in Pabbly Connect. The trigger event should be set to ‘New Lead Instant’. This means that every time a new lead is generated, Pabbly Connect will capture that lead instantly.

To connect your Facebook account, click on ‘Connect’ and then ‘Add New Connection’. If your Facebook account is already linked, select the existing connection. Choose the Facebook page you are using for your ads and the lead form you created. Once done, click on ‘Save and Send Test Request’ to ensure the connection is successful.

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4. Action Setup with WhatsApp Cloud API

After successfully setting up the trigger, it’s time to define the action. Choose ‘WhatsApp Cloud API’ as your action application in Pabbly Connect, and select ‘Send Template Message’ as the action event. Click on ‘Add New Connection’ to link your WhatsApp Cloud API account.

To establish this connection, you need to input the token, phone number ID, and WhatsApp business account ID from your Meta for Developers account. After entering these details, click on ‘Save’. You will also need to select the message template you created earlier to customize your WhatsApp message.

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5. Mapping Data and Testing Automation

In this step, you will map the data from the Facebook lead to the WhatsApp message. In Pabbly Connect, you can map the recipient’s mobile number and the message body to include personalized details from the lead.

• Enter the recipient’s mobile number using the mapped data from the lead.
• Map the full name variable in the message body to personalize the message.

Once all data is mapped correctly, click on ‘Save and Send Test Request’. If successful, you will receive a WhatsApp message confirming the setup. To ensure everything works, test the automation by submitting a new lead through the Facebook Lead Ads testing tool.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to Facebook leads in the mining industry. This integration streamlines communication and enhances lead engagement effectively.

Learn how to use Pabbly Connect to send Slack notifications for new Flowdacity leads. This step-by-step tutorial covers all the necessary steps and integrations. 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. Setting Up Pabbly Connect for Slack Notifications

To notify your team on Slack for new Flowdacity leads, you will need to use Pabbly Connect. This integration allows you to automate the process of sending lead details to your Slack channel. Start by accessing Pabbly Connect, which requires no coding skills.

Open your browser and navigate to the Pabbly Connect website. If you do not have an account, you can sign up for free, which takes about two minutes. Once logged in, locate the ‘Pabbly Connect’ option and click on it to access the workflow dashboard.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to handle notifications for new leads. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Slack Notification for Flowdacity Leads.’ Select the appropriate folder for saving this workflow.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two boxes: Trigger and Action, which are essential for your workflow.
• Select ‘Florida City’ as your trigger application.

After selecting Florida City, you will need to choose a trigger event. This event will initiate the workflow whenever a new lead is captured. Choose the appropriate trigger event related to your needs.

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3. Connecting Florida City to Pabbly Connect

To connect Florida City to Pabbly Connect, you will need to copy the generated webhook URL provided in your trigger setup. This URL will allow Florida City to send lead data to Pabbly Connect.

Next, navigate to your Florida City setup, where you have your chatbot configured. You will need to integrate the webhook URL into your chatbot settings. Drag the Pabbly Connect integration into your flow and drop it at the appropriate step.

• Paste the webhook URL into the designated field.
• Test the connection to ensure it is working correctly.
• Publish your chatbot to make the integration live.

Once the webhook is set up and tested, your Florida City chatbot will be able to send lead details to Pabbly Connect whenever a new lead is created.

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4. Setting Up Slack Action in Pabbly Connect

Now that Florida City is connected to Pabbly Connect, the next step is to set up the action in Slack. In your Pabbly Connect workflow, select Slack as your action application.

Choose the action event as ‘Send Channel Message’. You will need to connect your Slack account to Pabbly Connect. Click on ‘Add New Connection’ and provide the necessary permissions for Pabbly Connect to send messages to your Slack channel.

Select the Slack channel where you want to send notifications. Compose the message you want to send, including lead details from the previous step. Map the dynamic fields from the trigger response to your message.

With these steps, your Slack channel will receive messages automatically whenever a new lead is captured from Florida City through Pabbly Connect.

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5. Testing and Verifying the Integration

After setting up the Slack action, it’s crucial to test the entire integration process using Pabbly Connect. Generate a new lead in Florida City to trigger the workflow and send a notification to Slack.

Once the lead is created, check your designated Slack channel for the incoming message. The message should contain all the relevant lead details you configured earlier.

Verify that the lead information is correctly displayed in the Slack message. Ensure that future leads will also trigger the same notification. Refine any settings as necessary for optimal performance.

With successful testing, your integration is now complete, and your team will be notified in real-time whenever a new lead is captured in Florida City through Pabbly Connect.

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Conclusion

This tutorial detailed how to use Pabbly Connect to send Slack notifications for new Flowdacity leads. By following these steps, you can automate your lead notifications effectively.

Learn how to automate the creation of GoHighLevel contacts from Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. 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 Google Sheets Integration

To create GoHighLevel contacts from Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate tasks without coding skills. Begin by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options for signing in or signing up. If you are a new user, click on ‘Sign up for free’ to create an account. After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be taken to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter ‘Create GoHighLevel Contact from Google Sheets’ and select your desired folder for organization.

• Click on ‘Create’ to initiate the workflow.
• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

With this setup, your workflow is ready to respond to new data entries in Google Sheets, which will trigger actions in GoHighLevel CRM through Pabbly Connect.

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3. Setting Up Google Sheets for Integration

Next, you need to configure Google Sheets to work with Pabbly Connect. Copy the webhook URL provided in the Pabbly Connect interface. This URL will act as a bridge for sending data from Google Sheets to Pabbly Connect.

In Google Sheets, navigate to the ‘Extensions’ menu, select ‘Add-ons’, and then ‘Get Add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. After installation, refresh your spreadsheet to find the add-on under ‘Extensions’.

• Click on ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’.
• Paste the copied webhook URL into the designated field.
• Specify the trigger column (e.g., column D for phone numbers).

Once the setup is complete, click ‘Send Test’ to ensure the connection works. If successful, you will see a confirmation in Pabbly Connect.

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4. Adding GoHighLevel Contacts through Pabbly Connect

Now that Google Sheets is connected, it’s time to set up the action in Pabbly Connect. Select ‘Lead Connector V1’ as your action application and choose ‘Create or Update Contact’ as the action event. This will allow you to create contacts in GoHighLevel based on the data from Google Sheets.

To establish the connection, you will need to enter your API key from your GoHighLevel account. Navigate to your GoHighLevel account settings, find the API key under the business profile section, and paste it into Pabbly Connect.

Map the fields from Google Sheets to GoHighLevel (e.g., first name, last name, email). Click ‘Save and Send Test Request’ to verify the setup. Check your GoHighLevel account to confirm the new contact was added.

Once confirmed, your integration is complete, allowing automatic contact creation in GoHighLevel whenever a new row is added in Google Sheets through Pabbly Connect.

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5. Testing the Integration Workflow

To ensure everything is functioning correctly, test your integration by adding a new lead in Google Sheets. Enter the lead’s first name, last name, email, and phone number in the appropriate columns.

After entering the data, check your GoHighLevel account to see if the new contact appears. This confirms that Pabbly Connect is successfully automating the process of adding contacts based on Google Sheets entries.

If you see the new contact in GoHighLevel, it indicates that the workflow is operational. You can now continue to add new leads in Google Sheets, and they will automatically be added to your GoHighLevel CRM.

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Conclusion

This tutorial outlined how to create GoHighLevel contacts from Google Sheets using Pabbly Connect. By following the steps provided, you can automate the contact creation process effectively. This integration saves time and enhances productivity, allowing you to focus on your core business activities.

Learn how to integrate WhatsApp Cloud API with Facebook Leads using Pabbly Connect for your trading coaching classes. Follow our detailed tutorial step by step.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integrating WhatsApp Cloud API

To automate sending WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. This platform facilitates the integration between various applications, making it easy to set up workflows. Begin by visiting the Pabbly Connect homepage, where you can either sign in or sign up for a free account.

Once you sign in, you will see the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. This will allow you to initiate the process of connecting your applications.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will create a new workflow to connect Facebook Lead Ads with WhatsApp Cloud API. Name your workflow, for example, ‘Easy Trade Facebook Leads to WhatsApp Message’. Select the appropriate folder and click ‘Create’.

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

After setting up the trigger, Pabbly Connect will wait for a response from Facebook Lead Ads whenever a new lead is generated. This setup ensures that your automation is ready to capture leads effectively.

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3. Setting Up Facebook Leads Trigger in Pabbly Connect

Now, you need to configure the Facebook Leads trigger in Pabbly Connect. Click on ‘Add New Connection’ and authorize your Facebook account. Select your Facebook page and the specific lead form you wish to capture leads from.

Once you have selected the lead form, click on ‘Save and Send Test Request’. This action will prompt Pabbly Connect to wait for a webhook response, indicating that it is ready to receive data from Facebook.

• Navigate to the Meta for Developers page.
• Use the Leads Testing Tool to submit a test lead.
• Ensure that the test lead data is sent successfully.

After submitting the test lead, return to Pabbly Connect to confirm that the lead data has been captured, including email, full name, and phone number. This verification step is crucial for ensuring your automation is working correctly.

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4. Configuring WhatsApp Cloud API Action in Pabbly Connect

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

To connect your WhatsApp Cloud API, click on ‘Add New Connection’. You will need to provide the temporary access token, phone number ID, and WhatsApp business account ID. Make sure you have these details ready from your WhatsApp API setup.

Copy and paste the access token, phone number ID, and business account ID into Pabbly Connect. Select your message template from the WhatsApp Cloud API setup. Map the recipient’s mobile number and any variables needed for the message.

After filling in the necessary details, click ‘Save and Send Test Request’. If everything is set correctly, you will see a message status indicating acceptance, confirming that the WhatsApp message has been successfully sent.

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5. Testing and Verifying the Integration

To ensure that your automation works correctly, you need to test the integration. Go back to the Leads Testing Tool and delete the previous test lead. Refresh the window to prepare for a new submission.

Submit a new test lead using the preview form, ensuring you enter your actual phone number. After submission, check your WhatsApp to confirm that the message has been received. This final step verifies that Pabbly Connect is functioning as intended.

With the automation set up, you can now send WhatsApp messages to new leads generated from your Facebook ads. This integration not only saves time but also enhances communication with potential clients for your trading coaching classes.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to Facebook leads for your trading coaching classes. By following the steps outlined, you can enhance your lead nurturing process effectively.