Author: Rajpal Tomar

Learn how to seamlessly integrate IndiaMART leads into ERPNext CRM using Pabbly Connect with this step-by-step tutorial. Automate your lead management today! 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. Setting Up Pabbly Connect for IndiaMART and ERPNext CRM Integration

To begin integrating IndiaMART leads into ERPNext CRM, you need to set up Pabbly Connect. This platform will facilitate the automation of your lead management process. First, access the Pabbly Connect dashboard by signing up for a free account.

After logging in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘IndiaMART to ERPNext’, and select the appropriate folder for your workflow. Once done, click on ‘Create’ to open the workflow interface.

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2. Setting Up the Trigger with IndiaMART

In this section, we will configure the trigger for our workflow using Pabbly Connect. This trigger will activate whenever a new lead is received in your IndiaMART account. In the trigger window, search for and select ‘IndiaMART’ as the app.

• Choose the trigger event as ‘New Leads’ from the dropdown.
• Click on ‘Connect’ and select ‘Add New Connection’.
• Enter your IndiaMART CRM API key, which can be found in your IndiaMART account settings.

Once you’ve entered the API key, click on ‘Save’. After saving, click on ‘Save and Send Test Request’ to fetch the details of the most recent lead from IndiaMART, ensuring that the connection is established successfully.

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3. Configuring the Action to Add Leads in ERPNext CRM

Now that we have set up the trigger, we will configure the action step to add leads to ERPNext CRM using Pabbly Connect. In the action window, search for ‘ERPNext’ and select it as the app.

• Select the action event as ‘Add Lead’ from the dropdown.
• Click on ‘Connect’ and select ‘Add New Connection’.
• Provide the base URL, app client ID, and app client secret from your ERPNext account.

After entering these details, click on ‘Save’. You will be prompted to allow permissions for the connection. Once allowed, you can proceed to map the lead details from the IndiaMART trigger to the ERPNext action fields.

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4. Mapping Lead Details from IndiaMART to ERPNext

In this step, we will map the lead details fetched from IndiaMART to the corresponding fields in ERPNext. This is where Pabbly Connect plays a vital role in ensuring that the data flows correctly between the two applications. Start by mapping the first name and last name of the lead.

To do this, select the corresponding fields in the ERPNext action step and use the mapping feature to pull the first name and last name from the IndiaMART trigger response. Additionally, map the email and mobile number fields as well. Here are the fields you should map:

First Name Last Name Email Mobile Number

Once all the necessary fields are mapped, click on ‘Save and Send Test Request’ to verify that the lead is successfully added to ERPNext CRM. You should see a positive response confirming the addition of the lead.

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5. Finalizing the Automation Workflow

Now that we have successfully mapped the lead details, it’s time to finalize our automation workflow using Pabbly Connect. This automation will ensure that every new lead received in IndiaMART is automatically added to ERPNext CRM.

Keep in mind that the connection between IndiaMART and Pabbly Connect operates on a polling basis, checking for new leads every 24 hours. If you need this frequency to be more frequent, you can contact the Pabbly Connect support team to reduce the polling interval to 10 minutes.

After setting up the automation, you will be able to manage your leads efficiently without manual input, allowing for a streamlined workflow. Test the automation by generating new leads in IndiaMART and checking if they appear in ERPNext CRM.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into ERPNext CRM using Pabbly Connect. This automation streamlines lead management, allowing for efficient processing of new leads directly from IndiaMART to your CRM system. By following these steps, you can enhance your business operations and improve lead tracking.

Learn how to seamlessly add leads from Facebook Lead Ads to Elastic Email as contacts using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Facebook Lead Ads with Elastic Email, first, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once you are logged in, you will see the dashboard with various Pabbly applications. Click on Pabbly Connect to start creating your automation workflow. This platform is essential for connecting your Facebook Lead Ads and Elastic Email.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will pop up asking for a workflow name.

• Name your workflow, e.g., ‘Elastic Email Contacts for Facebook Lead Ads’.
• Select a folder to save the workflow, such as the ‘Elastic Email’ folder.
• Click on the ‘Create’ button to finalize the workflow creation.

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger will be set to capture new leads from Facebook Lead Ads, while the action will create a new contact in Elastic Email.

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3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger in Pabbly Connect, click on the arrow in the trigger window. Select ‘Facebook Lead Ads’ as your trigger application. The trigger event will be ‘New Lead’ which captures new leads generated through your Facebook ads.

Click on ‘Connect’ to authorize Facebook Lead Ads with Pabbly Connect. If you don’t have an existing connection, click on ‘Add New Connection’ and log into your Facebook account to authorize the connection. After authorization, select your Facebook page and the lead generation form you created.

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4. Configuring the Action with Elastic Email

Next, you need to set up the action step in Pabbly Connect. Click on the arrow in the action window and select ‘Elastic Email’ as the action application. The action event will be ‘Create Contact’, which will automatically add a new contact to your Elastic Email account based on the lead details.

• Authorize Elastic Email by clicking on ‘Connect’ and entering your API key.
• Map the lead data from Facebook to the corresponding fields in Elastic Email.
• Click ‘Save and Send Test Request’ to verify the integration.

After saving, check your Elastic Email account to confirm that the new contact has been created successfully. This confirms that the integration between Facebook Lead Ads and Elastic Email via Pabbly Connect is functioning correctly.

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5. Testing the Integration Process

To ensure everything is working, generate a test lead using the Facebook Lead Ads testing tool. Fill in the required fields like email, first name, last name, and phone number, then submit the form.

Return to Pabbly Connect and check if the test lead has been captured. If successful, the details should reflect in the workflow response. Finally, check your Elastic Email account again to confirm that a new contact has been created from the test lead.

This testing process validates that your automation is set up correctly and that every new lead from Facebook will automatically create a contact in Elastic Email through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of leads from Facebook Lead Ads to Elastic Email as contacts. By following these steps, you can streamline your lead management process efficiently.

Learn how to integrate Typeform with BunnyDoc for signature requests using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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 start the process of sending a BunnyDoc document for signature on Typeform submission, you’ll first need to access Pabbly Connect. This platform is essential for creating the integration between Typeform and BunnyDoc.

As an existing user, sign in to your Pabbly Connect account. If you’re new, you can sign up for a free account, which allows you to execute 100 tasks monthly without charge. Once logged in, navigate to the dashboard to begin creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new 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.

• Name your workflow ‘Send BunnyDoc Document for Signature on Typeform Submission’.
• Choose a folder for organization, such as ‘Typeform to BunnyDoc Automation’.

After naming and organizing your workflow, click on ‘Create’. This action leads you to a page where you can set up triggers and actions, the core of the automation process.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow using Pabbly Connect. For this integration, Typeform will be your trigger application, and BunnyDoc will be your action application.

• Select Typeform as your trigger application and choose ‘New Entry’ as the trigger event.
• Then, select BunnyDoc as your action application and choose ‘Send Signature Request’ as the action event.

This configuration allows Pabbly Connect to capture new form submissions from Typeform and automatically send a signature request through BunnyDoc.

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4. Connecting Typeform and BunnyDoc to Pabbly Connect

To ensure proper functionality, you must connect Typeform and BunnyDoc to Pabbly Connect. Start with Typeform by clicking on the connect button next to it in your trigger section.

Authorize the connection by clicking ‘Connect with Typeform’ and accept the secure access prompt. After successful authorization, select the specific form you want to use, such as the ‘Contact Form’. Click ‘Save and Send Test Request’ to verify the connection.

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5. Sending BunnyDoc Document for Signature

Now that your Typeform is connected, it’s time to set up BunnyDoc for sending the document. Click on the connect button next to BunnyDoc in your action section to establish a connection. using Pabbly Connect

For BunnyDoc, you will need to enter the API key from your BunnyDoc account. Once connected, select the document template you want to send, such as the ‘Product Launch Letter’. Map the fields using data received from Typeform to personalize the document, ensuring the recipient’s name and email are dynamically filled in.

Click ‘Save and Send Test Request’ to finalize the setup. This action will trigger an email to the user with the signature request. The document will be sent successfully, confirming that the integration process is complete.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending BunnyDoc documents for signature upon receiving Typeform submissions. By following these steps, you can streamline your document signing process efficiently.

Learn how to seamlessly integrate Facebook leads with Google Sheets using Pabbly Connect for your renewable energy business. Follow our 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 Facebook Leads Integration

To integrate Facebook leads into Google Sheets, start by accessing Pabbly Connect. This platform allows seamless automation between applications, making it ideal for your renewable energy business.

Visit the Pabbly Connect website where you can either sign in or create a new account. If you’re a new user, click on ‘Sign Up Free’ to create your account. Once logged in, you can access the dashboard to start creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, create a new workflow that will connect Facebook Lead Ads with Google Sheets. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Facebook Leads to Google Sheets for Renewable Energy Business’.

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

This setup will ensure that every new lead generated through Facebook will trigger an action in Google Sheets, facilitating an efficient workflow.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads with Pabbly Connect, you need to set up a new connection. Click on ‘Connect Now’ and select ‘Add New Connection’. Follow the prompts to authorize your Facebook account.

Once connected, select your Facebook page and the lead generation form you are using. Ensure that the form is live to receive data correctly. After selecting the form, click on ‘Save and Send Test Request’ to validate the connection.

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4. Setting Up Google Sheets as Action Application

Next, you will set Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event ‘Add New Row’. This action will add a new row in your Google Sheets whenever a new lead comes in from Facebook.

• Click on ‘Connect’ to link your Google Sheets account.
• Choose your spreadsheet where you want to store the leads.
• Map the lead details such as name, email, and phone number to the corresponding columns.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure the data is being transferred correctly to Google Sheets.

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5. Testing the Integration with Live Leads

After setting up the integration, it’s crucial to test it with live data. Go back to your Facebook Lead Ads and create a test lead using the lead ads testing tool. Ensure that you fill in the lead details and submit the form.

Check your Google Sheets to confirm that the new lead details appear correctly. This step validates that Pabbly Connect is functioning as intended, allowing you to automate the process of adding leads.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook leads into Google Sheets for your renewable energy business. This efficient automation saves time and ensures that you never miss a lead. By following these steps, you can streamline your lead management process effectively.

Learn how to integrate WhatsApp messages with Google Sheets using Pabbly Connect in this step-by-step tutorial. 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 begin integrating WhatsApp messages into Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can sign up for a free account that offers 100 tasks monthly.

After signing in, you’ll see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. Here, you can create a new workflow to automate the process of capturing WhatsApp messages and adding them to Google Sheets.

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2. Creating a Workflow in Pabbly Connect

Once in the Pabbly Connect dashboard, click on ‘Create Workflow’ to start setting up your automation. You will be prompted to name your workflow. For this integration, name it ‘Add WhatsApp Messages in Google Sheets’. Select a folder for organization, such as ‘WhatsApp Automations’. using Pabbly Connect

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two sections: Trigger and Action.

Next, set the trigger application to ‘WhatsApp Cloud API’ and choose the event as ‘Message Notification’. This configuration allows Pabbly Connect to capture incoming messages automatically.

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3. Configuring WhatsApp Cloud API with Pabbly Connect

In this step, you need to connect the WhatsApp Cloud API with Pabbly Connect. A unique webhook URL will be generated. Copy this URL and navigate to the WhatsApp Cloud API settings in your Meta for Developers account.

• Open the app you created in the Meta dashboard.
• Go to the ‘Configuration’ section and paste the webhook URL into the ‘Callback URL’ field.
• Enter the ‘Verify Token’ and click ‘Verify and Save’ to complete the configuration.

Now that the WhatsApp Cloud API is configured, you need to manage your webhook fields by subscribing to the ‘Messages’ field. This ensures that every incoming message is captured by Pabbly Connect.

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4. Filtering Messages to Capture Customer Replies

To ensure only customer replies are recorded in Google Sheets, you must add a filter step in Pabbly Connect. Click on the ‘Add’ button and select ‘Filter’ as the action application. Choose the action event as ‘Filter Values’. using Pabbly Connect

Map the response from the trigger step to filter messages. Set the filter type to ‘Exists’ to capture only customer messages.

Once the filter is set, click on ‘Save and Send Test Request’. This confirms that the filtering process is correctly configured to capture relevant messages from your customers.

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5. Adding Captured Messages to Google Sheets

The final step is to set up the action application, which will be Google Sheets. Select Google Sheets as your action application and choose the action event as ‘Add New Row’. This will allow Pabbly Connect to insert the captured messages into your Google Sheets. using Pabbly Connect

Connect your Google Sheets account to Pabbly Connect. Select the spreadsheet and sheet where you want to store the messages.

Map the fields for name, phone number, and message from the trigger step to the corresponding columns in your Google Sheets. After mapping, click on ‘Save and Send Test Request’ to ensure that the data is correctly added. Check your Google Sheets to confirm that the messages are recorded successfully.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to seamlessly integrate WhatsApp messages into Google Sheets. By following these steps, you can automate the process of capturing customer replies, enhancing your business operations.

Learn how to import Google Contacts into Google Sheets with Pabbly Connect. This detailed tutorial covers every step of the integration process. 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. Accessing Pabbly Connect for Integration

To import Google Contacts into Google Sheets, the first step is to access Pabbly Connect. This platform facilitates the integration of multiple applications seamlessly. You can start by visiting the Pabbly Connect website and signing in or creating a new account.

Once logged in, you will be directed to the dashboard. From here, you can create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Import Google Contacts into Google Sheets’. Select the folder where you want to save this workflow for easy access later.

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2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger, which is essential for initiating the workflow. For this task, select ‘Schedule by Pabbly’ as your trigger application. This allows you to schedule when the workflow will run. using Pabbly Connect

• Choose the option to run the workflow once.
• Select the desired date and time for the workflow to execute.

After setting these options, click on ‘Save’. This will finalize the trigger setup, allowing you to move on to the action setup, where you will specify what happens when the trigger is activated.

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3. Configuring Google Contacts Action in Pabbly Connect

Next, we will configure the action to fetch your Google Contacts. In the action application section, select ‘Google Contacts’. Then, choose the action event as ‘Get All Contacts’. This action will retrieve all existing contacts from your Google account. using Pabbly Connect

Connect your Google account to Pabbly Connect by clicking on ‘Connect’, then ‘Add New Connection’. Authorize the connection by allowing access to your Google account. After the connection is successful, specify the number of contacts to retrieve by entering a number in the page size field.

• If you have more than 1,000 contacts, you will need to manage pagination.
• Toggle the response option to ‘Dynamic Response’ to get all contacts in a single array.

After configuring these settings, click on ‘Save and Send Test Request’ to ensure the action retrieves the contact data effectively. You should receive a response with all your contacts listed.

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4. Importing Contacts into Google Sheets

Now, it’s time to import the retrieved contacts into Google Sheets. First, add another action step and select ‘Google Sheets’ as your application. Choose the action event as ‘Add New Row’. This will allow you to add the contact details into your specified Google Sheet automatically. using Pabbly Connect

Connect your Google Sheets account by clicking on ‘Connect’ and authorizing access. After a successful connection, select the spreadsheet where you want to import the contacts. Map the fields from your Google Contacts to the appropriate columns in your Google Sheet.

Map the contact name, email address, and mobile number to their respective columns. Ensure all details are correctly mapped to avoid data discrepancies.

Finally, click on ‘Save’ to complete the workflow setup. Your contacts will now be imported into Google Sheets automatically based on the scheduled trigger.

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5. Conclusion: Automate Your Contact Management with Pabbly Connect

In conclusion, using Pabbly Connect to import Google Contacts into Google Sheets is an efficient way to manage your contact data. By following the steps outlined in this tutorial, you can automate the process and save valuable time.

With this integration, you can easily maintain an up-to-date backup of your contacts in Google Sheets. This method not only streamlines your workflow but also enhances your productivity.

Learn how to seamlessly update Airtable records when HubSpot deals change using Pabbly Connect. Follow our step-by-step tutorial for effective automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start updating your Airtable records for updated HubSpot deals, you first need to access Pabbly Connect. This platform enables seamless integration between HubSpot and Airtable.

Open your browser and navigate to the Pabbly website. You will find options to sign in or sign up for free. If you don’t already have an account, signing up is quick and grants you access to numerous features, including automation capabilities.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Update Airtable Record for Updated HubSpot Deal.’ This will help you identify the workflow later.

• Click on the ‘Create’ button.
• Select ‘HubSpot’ as your trigger application.
• Choose ‘Deal Updated’ as the trigger event.

After setting the trigger, connect your HubSpot account to Pabbly Connect. This allows the platform to receive updates whenever a deal is modified in HubSpot.

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3. Configuring the HubSpot Trigger in Pabbly Connect

Now that you have set up the trigger in Pabbly Connect, it’s time to configure the output properties. You need to specify which details you want to retrieve from the updated HubSpot deal.

• Select properties like Deal ID, Deal Name, Deal Stage, Deal Type, Priority, Amount, and Close Date.
• Click ‘Save and Send Test’ to ensure that Pabbly Connect receives the correct data.

After saving, you will see the response from HubSpot containing the updated deal information. This confirms that your trigger is functioning correctly.

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4. Setting Up the Airtable Action in Pabbly Connect

With the trigger confirmed, the next step is to set up the action in Pabbly Connect. Choose Airtable as your action application and select the ‘Search Record’ action event.

Connect your Airtable account to Pabbly Connect. Select the base containing your HubSpot deals.

Map the Deal ID from the HubSpot trigger response to search for the corresponding record in Airtable. This ensures that the correct deal is updated automatically.

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5. Updating the Airtable Record with New Data

After retrieving the correct record from Airtable, set up another action step to update it. Choose ‘Update Record’ as the action event in Pabbly Connect.

Map the fields from the HubSpot update response to the corresponding fields in Airtable, including the Deal ID, Deal Name, Deal Stage, Deal Type, Priority, Amount, and Close Date. This ensures all updated information is accurately reflected in Airtable.

Finally, click on ‘Save and Send Test’ to confirm that the updates are applied successfully. Check your Airtable to verify that the record has been updated with the new details from HubSpot.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of updating Airtable records for updated HubSpot deals. This integration saves time and ensures that your records remain accurate without manual intervention.

Learn how to integrate Facebook Lead Ads with Google Sheets for the cement industry using Pabbly Connect. Step-by-step guide included. 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 integrate Facebook leads with Google Sheets, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. If you’re a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks each month.

For existing users, simply click ‘Sign In’ to access your dashboard. Once logged in, navigate to the Pabbly Connect section, where you can create workflows to automate your processes. This is where the integration between Facebook and Google Sheets will take place through Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to connect Facebook Lead Ads with Google Sheets using Pabbly Connect. Click on ‘Create’ to start a new workflow. You will be prompted to name your workflow; for this example, name it ‘Facebook Lead Ads to Google Sheets for Cement Business’. You can also choose a folder to save it in.

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

Once the workflow window opens, you will see options for setting up a trigger and an action. Remember, Pabbly Connect allows only one trigger but multiple actions within a workflow. You will select Facebook Lead Ads as the trigger application, which will initiate the workflow whenever a new lead is generated.

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3. Setting Up the Trigger for Facebook Lead Ads

To set up the trigger, select Facebook as the application and choose the trigger event as ‘New Lead Instant’. This ensures that the lead details are captured as soon as they are submitted. Click on ‘Connect’ to link your Facebook account with Pabbly Connect.

Once connected, select your Facebook page, which in this case is ‘Better Built’, and the specific lead form associated with it. After making these selections, click on ‘Save and Send Test Request’. This action will prompt Pabbly Connect to wait for a webhook response, meaning it is ready to capture the lead data.

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4. Generating a Test Lead for Verification

Now, you need to generate a test lead to verify that the trigger is working correctly. Open the Meta for Developers page and navigate to the Lead Ads Testing Tool. Here, select your page and the lead form, then click on ‘Preview Form’ to enter dummy lead details.

• Select ‘Better Built’ as the page.
• Choose the form ‘Better Built Cement’.
• Fill in the dummy details and submit the form.

After submitting the test lead, return to your Pabbly Connect workflow to confirm that the lead has been captured successfully. If the lead details appear, it indicates that the trigger step was successful, and you can proceed to the action step where you will connect Google Sheets.

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5. Setting Up Google Sheets as the Action Application

In this final step, select Google Sheets as the action application in your Pabbly Connect workflow. Choose the action event as ‘Add a New Row’. Click on ‘Connect’ to link your Google Sheets account to Pabbly Connect.

After connecting, select the appropriate spreadsheet and sheet where you want the lead details to be added. In this case, the spreadsheet is ‘Facebook Leads’ and the sheet is ‘Cement Industry’. You will then map the fields from the trigger step, such as full name, phone number, and email. Finally, click ‘Save and Send Test Request’ to verify that the data has been added to Google Sheets.

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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 lead details to your Google Sheets, streamlining your workflow for the cement industry. This integration not only saves time but also ensures that you never miss a lead.

Learn how to integrate KrispCall with Google Sheets using Pabbly Connect to automate adding new contacts seamlessly. 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. Setting Up Pabbly Connect for Integration

To automate adding new contacts from KrispCall to Google Sheets, we will use Pabbly Connect. First, access your Pabbly Connect account by signing up for free if you haven’t already.

Once logged in, navigate to the dashboard. Here, you can create a new workflow for this integration. Click on the ‘Create Workflow’ button, name it (e.g., ‘KrispCall to Google Sheets’), and select a folder to save your workflow.

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2. Connecting KrispCall to Pabbly Connect

Now, we will set up the trigger in Pabbly Connect to connect KrispCall. In the trigger window, search for KrispCall and select it as the app. Choose ‘New Contact’ as the trigger event. After this, click on ‘Connect’ and select ‘Add New Connection’.

• Enter your KrispCall API key and secret key.
• You can find these in your KrispCall account under Settings > Developer.
• Paste the API key and secret key into the respective fields in Pabbly Connect.

After entering the details, click on ‘Save’. The connection will be established, and you will see a message indicating that Pabbly Connect is waiting for a response from KrispCall. Now, create a new contact in KrispCall to test the connection.

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3. Testing the Connection with a New Contact

To test the connection, go to your KrispCall account and add a new contact. Fill in the contact details such as name, country, mobile number, email, company, and address. After entering the details, click on the ‘Add New Contact’ button.

Once you add the contact, return to Pabbly Connect. You should see that the new contact details have been received in the trigger step. This confirms that the connection between KrispCall and Pabbly Connect is working correctly.

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4. Adding New Contacts to Google Sheets

Next, we will send the received contact details to Google Sheets. In the action window of Pabbly Connect, search for Google Sheets and select it as the action app. Choose ‘Add New Row’ as the action event and click on ‘Connect’.

• Sign in to your Google account when prompted.
• Select the spreadsheet you want to use (e.g., ‘KrispCall Contacts’).
• Choose the specific sheet (e.g., ‘Sheet1’) where the data will be added.

After selecting the spreadsheet and sheet, you will map the fields from KrispCall to Google Sheets. For each field in Google Sheets, select the corresponding data from the trigger step to map the contact details.

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5. Finalizing the Automation

After mapping all the necessary fields such as contact ID, name, mobile number, email, and company, click on ‘Save and Send Test Request’. This will send the mapped data to Google Sheets.

Check your Google Sheets to confirm that a new row has been added with the contact details. This indicates that your automation is now fully functional. You can repeat the process by adding more contacts in KrispCall, and they will automatically appear in Google Sheets through Pabbly Connect.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, using Pabbly Connect to automate the addition of new contacts from KrispCall to Google Sheets is a powerful way to streamline your workflow. This integration allows you to keep your contact information organized and up-to-date without manual input.

Learn how to automate sending WhatsApp messages to Facebook leads for your IT business using Pabbly Connect. Follow our step-by-step 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 Your IT Business

To send WhatsApp messages to Facebook leads for your IT business, the first step is accessing Pabbly Connect. This platform allows you to automate various tasks seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for free and get 100 tasks each month.

Once signed in, you’ll see the Pabbly dashboard. From here, select Pabbly Connect by clicking on the ‘Access Now’ button. You will be taken to the Pabbly Connect dashboard, where you can create workflows that integrate your applications effectively.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for setting up the automation. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow; for this example, use ‘Innova Tech WhatsApp Messages to Facebook Leads’.

• Enter the workflow name.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize your workflow.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger will be set to Facebook Lead Ads, and the action will be set to WhatsApp Cloud API. This is the core of your automation process.

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3. Setting Up the Trigger with Facebook Lead Ads

In this section, you will set up the trigger that initiates the workflow in Pabbly Connect. Click on the arrow in the trigger section and select Facebook Lead Ads as your trigger application. Choose the event labeled ‘New Lead’ to capture leads generated through Facebook.

Next, click on ‘Connect’ to authorize Pabbly Connect with your Facebook account. You will need to select the Facebook page associated with your IT business and the lead generation form you created. After this, click on ‘Save and Send Test Request’ to ensure that your connection works.

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4. Setting Up the Action with WhatsApp Cloud API

After successfully configuring the trigger, it’s time to set up the action in Pabbly Connect. Click on the action section and select WhatsApp Cloud API as your action application. Choose ‘Send Template Message’ as the action event to send messages automatically.

Connect WhatsApp Cloud API to Pabbly Connect by entering the required credentials like token and phone number ID. This information can be obtained from your WhatsApp API setup. Make sure to map the recipient’s mobile number and the message template you created earlier.

• Select the message template for WhatsApp.
• Map the recipient’s mobile number from the trigger data.
• Click ‘Save and Send Test Request’ to finalize the action.

Once you have completed these steps, you will have successfully set up your WhatsApp message automation through Pabbly Connect.

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5. Testing the Integration

The final step is to test your integration using Pabbly Connect. Go back to the Facebook Lead Ads testing tool and generate a test lead. Ensure that you fill in all necessary details like name, email, and phone number. After submitting the test lead, check Pabbly Connect to confirm that the lead data has been captured.

Once the test lead is captured, check your WhatsApp account to see if the automated message has been sent. This confirms that the integration between Facebook Lead Ads and WhatsApp is functioning correctly through Pabbly Connect. If successful, you should receive a message thanking the lead for their interest.

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Conclusion

Using Pabbly Connect, you can easily automate sending WhatsApp messages to Facebook leads for your IT business. This integration streamlines communication and enhances customer engagement, ensuring no lead goes unnoticed. Automate your workflow today!