Author: Rajpal Tomar

Learn how to seamlessly integrate Facebook Lead Ads with Zoho CRM using Pabbly Connect. Step-by-step guide for automated lead management. 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

---

1. Setting Up Pabbly Connect for Facebook Leads

To add Facebook leads to Zoho CRM, we first need to set up Pabbly Connect. This platform automates the workflow between Facebook Lead Ads and Zoho CRM. Begin by visiting the Pabbly Connect website and signing in or signing up if you are a new user.

Once logged in, navigate to the dashboard. Here, you can create a new workflow specifically for integrating Facebook Lead Ads with Zoho CRM. Click on the ‘Create Workflow’ button and give your workflow a name that reflects its purpose. For this integration, name it something like ‘Facebook Leads to Zoho CRM’.

---

2. Configuring the Trigger for Facebook Lead Ads

The next step is to configure the trigger in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. This is essential as it will capture new leads from your Facebook page.

• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account to Pabbly Connect by clicking on ‘Add New Connection’.
• Select the Facebook page from which you want to capture leads.

After selecting your page, choose the lead generation form you wish to use. Ensure that the form is live before testing. Click on ‘Save and Send Test Request’ to receive a test response that confirms the connection is working.

---

3. Creating Sample Submission Using Mata

In this section, we will generate a sample submission of a lead using Mata for Developer. This step is crucial as it provides the necessary data to map in Pabbly Connect.

Go to Mata for Developer and navigate to the ‘Tools’ section. Here, select the ‘Lead ATS R2 Debug Tools’ option. Make sure to select your Facebook page and then click on the ‘Preview Form’ button to fill out a sample lead.

• Fill in the dummy details like first name, last name, email, phone number, and city.
• Submit the form to create a new lead.

Once submitted, return to Pabbly Connect to see the received response with all the lead details. This data will be used in the next steps to create a new lead in Zoho CRM.

---

4. Setting Up Action for Zoho CRM

Now, we need to set up the action in Pabbly Connect to add the lead details to Zoho CRM. Select ‘Zoho CRM’ as your action application.

Choose the action event as ‘Insert/Update Record’. Click on ‘Add New Connection’ to connect your Zoho CRM account. You will need to provide the domain of your Zoho account to establish this connection.

Enter the domain of Zoho CRM and click on ‘Save’. Accept the permissions to allow Pabbly Connect access to your Zoho account.

After connecting, select the ‘Leads’ module in Zoho CRM. You will then map the lead details received from Facebook Lead Ads to the corresponding fields in Zoho CRM.

---

5. Mapping Lead Details to Zoho CRM

In this final step, you will map the lead details from Facebook Lead Ads to Zoho CRM using Pabbly Connect. This process ensures that all the information is accurately transferred.

Using the mapping feature, retrieve the first name, last name, email, mobile number, and city from the response you received. Click on the respective fields in Zoho CRM and select the corresponding data from Facebook Lead Ads.

Map the first name and last name fields accordingly. Continue mapping the email, mobile number, and city fields.

Once all fields are mapped, click on the ‘Save and Test’ button. You should receive a positive response indicating that the lead has been successfully created in Zoho CRM. Check your Zoho CRM account to verify that the new lead is present.

---

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Facebook Lead Ads with Zoho CRM. By automating the lead capture process, you can ensure that no leads are missed, enhancing your business efficiency.

Learn how to integrate Google Ads Leads with Mailchimp using Pabbly Connect for seamless automation and subscriber management. 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

---

1. Accessing Pabbly Connect for Google Ads and Mailchimp Integration

To create a Mailchimp subscriber from Google Ads leads, you first need to access Pabbly Connect. This platform serves as the central integration tool that connects Google Ads and Mailchimp seamlessly. Start by opening a new tab and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up for free. If you don’t have an account, you can sign up quickly, which only takes about two minutes. After logging in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard where you can create workflows.

---

2. Creating a New Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. In the popup window, name your workflow something descriptive, like ‘Create Mailchimp Subscriber from Google Ads Leads’. Select the appropriate folder to save your workflow. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• This will take you to the workflow setup page.
• You will see two boxes: Trigger and Action.

In this setup, the trigger application will be Google Ads, and the action application will be Mailchimp. This setup allows you to automate the process of creating subscribers in Mailchimp whenever a new lead comes in from Google Ads.

---

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

The first step in your workflow is to set up the trigger. Select Google Ads as your trigger application and choose the trigger event as ‘New Lead Form Entry’. This event will activate the workflow every time a new lead is captured.

Next, you will need to connect Google Ads to Pabbly Connect. This is done using a webhook URL provided in Pabbly Connect. Copy this webhook URL and go to your Google Ads account to set up the webhook integration under lead delivery options.

• Paste the webhook URL in the designated field.
• Assign a key, such as ‘testing’ for this integration.
• Send test data to ensure the connection works.

Once the test data is sent, return to Pabbly Connect to verify that the response has been received correctly, confirming that your trigger is set up successfully.

---

4. Setting Up Mailchimp as the Action in Pabbly Connect

Now that your Google Ads trigger is set, it’s time to set up the action application. Select Mailchimp as the action application and choose the action event as ‘Add New Member with Custom Fields’. This action will create a new subscriber in Mailchimp based on the lead data received from Google Ads.

To connect Mailchimp with Pabbly Connect, you will need an API key and the data center information. Start by navigating to your Mailchimp account, go to your profile, and then to the API keys section. Generate a new API key and copy it.

Paste the API key into Pabbly Connect as a token. Find your data center in the Mailchimp API URL and copy it. Paste the data center into Pabbly Connect.

Click ‘Save’ to confirm the connection. You can now fill in the required fields to create a new subscriber using the data received from Google Ads.

---

5. Finalizing the Integration and Testing

With both the trigger and action set up, you need to fill in the required details to create a new subscriber in Mailchimp. This includes selecting the audience list and mapping the fields from Google Ads to Mailchimp, such as email address, first name, last name, and phone number. using Pabbly Connect

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to finalize the integration. If everything is set up correctly, you should receive a confirmation that a new subscriber has been created in Mailchimp.

Check your Mailchimp account to confirm the new subscriber appears in your audience list. Make sure to test with valid data to avoid invalid resource errors.

This integration allows you to automate the process of adding new subscribers from Google Ads leads to Mailchimp, enhancing your marketing efforts significantly.

---

Conclusion

In this tutorial, we explored how to create a Mailchimp subscriber from Google Ads leads using Pabbly Connect. By setting up triggers and actions, you can automate the process of managing your leads more effectively. This integration streamlines your marketing efforts and enhances your subscriber management.

Learn how to send SMS for Landingi form submissions using Pabbly Connect. This detailed tutorial covers step-by-step integration with SMS services. 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

---

1. Accessing Pabbly Connect for SMS Integration

To send SMS for Landingi form submissions, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Once registered, you will receive 100 free tasks monthly, allowing you to explore the functionalities of Pabbly Connect without any cost.

---

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. You will be prompted to name your workflow; enter ‘Send SMS for Landingi Form Submission’.

• Select the folder to save your workflow.
• Click on ‘Create’ to proceed.

Once the workflow is created, you will see two windows: one for the trigger and one for the action. The trigger is set to ‘Landing G’ while the action will be handled by ‘Twi’ for sending SMS. This setup is crucial for automating the SMS sending process.

---

3. Setting Up the Trigger with Landingi Forms

In the trigger section, select ‘Landing G’ as your application. The trigger event will be set to ‘New Lead Form Submission’. This event signifies that whenever a form is submitted, the workflow will initiate.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Landingi account to Pabbly Connect.

• Copy the webhook URL.
• Navigate to your Landingi account to integrate this URL.

In Landingi, go to the form settings, select integrations, and add the copied webhook URL. Set the request method to POST and save your changes. This connection ensures that data from Landingi is sent to Pabbly Connect whenever a form is submitted.

---

4. Configuring the Action to Send SMS via Twilio

Next, set up the action in your Pabbly Connect workflow. Choose ‘Twilio’ as your action application. The action event will be ‘Send SMS Message’. This step is critical for sending SMS notifications to users who fill out the form.

To configure Twilio, enter your Account SID, Auth Token, and Twilio phone number. These details can be found in your Twilio account. Once you have entered the necessary information, click on ‘Save’.

Enter the body of the SMS you wish to send. Map the recipient’s phone number from the previous Landingi form submission.

For example, you can customize the SMS message to include the user’s name. This dynamic mapping ensures that each SMS sent is personalized based on the form submission.

---

5. Testing the Integration and Finalizing

After setting up both the trigger and action, it’s time to test the integration. Go back to your Landingi form and submit a test entry. Ensure to include dummy data such as a name, email, and phone number.

Once the form is submitted, return to Pabbly Connect. You should see that the response from Landingi has been captured successfully. This indicates that the connection is working as intended.

Finally, send a test SMS from Twilio to verify that the SMS is being sent correctly to the submitted phone number. If everything is set up properly, you should receive the SMS confirming the form submission.

---

Conclusion

Using Pabbly Connect, you can seamlessly automate SMS notifications for Landingi form submissions. This integration allows you to enhance user engagement by sending personalized SMS messages instantly.

Learn how to automate warning letters using Google Sheets, Google Docs, and Gmail with Pabbly Connect. 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

---

1. Accessing Pabbly Connect for Automation

To automate warning letters using Google Sheets, Google Docs, and Gmail, first, access Pabbly Connect. This automation software allows you to connect various applications seamlessly. Start by visiting the Pabbly website and either sign up or log in if you already have an account.

After logging in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for automating warning letters. Click the ‘Create Workflow’ button and name your workflow, such as ‘Automate Warning Letters’. This sets the stage for integrating Google Sheets, Google Docs, and Gmail through Pabbly Connect.

---

2. Setting Up Trigger in Google Sheets

The first step in your automation process is setting up the trigger in Google Sheets using Pabbly Connect. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This means that every time a new employee detail is added, it will trigger the workflow.

• Select the Google Sheets application as your trigger.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Paste the webhook URL into your Google Sheets add-on settings.

After pasting the webhook URL, specify the trigger column, which is the final data column. In this case, it’s column E. Submit this information to establish the connection between Google Sheets and Pabbly Connect. Test the setup to ensure data is being sent correctly.

---

3. Creating Documents in Google Docs

Once the trigger is set up, the next step is to create documents in Google Docs using Pabbly Connect. Select Google Docs as your action application and choose ‘Create Document from Template’ as the action event. This allows you to use a predefined template for the warning letters.

Connect your Google Docs account to Pabbly Connect by selecting ‘Add New Connection’. Once authenticated, select your warning letter template. Map the necessary fields from Google Sheets to the document template, such as employee name, misconduct description, date, and duration. These mappings will ensure that the document reflects the correct employee information.

• Choose the document template for the warning letter.
• Map the employee name and other relevant fields from Google Sheets.
• Specify the new document’s location in Google Drive.

After mapping all required fields, save the configuration. Pabbly Connect will create a new document in Google Docs every time a new entry is added in Google Sheets.

---

4. Saving the Document as PDF in Google Drive

The next step involves saving the generated document as a PDF in Google Drive with Pabbly Connect. Select Google Drive as your action application and choose the event ‘Share a File with Anyone’. This allows the PDF file to be stored and shared automatically.

Connect your Google Drive account to Pabbly Connect and map the document ID received from the previous step. This will ensure that the correct document is saved as a PDF in the designated folder in Google Drive. After setting this up, save and send a test request to confirm that the PDF is generated successfully.

Select Google Drive as the action application. Choose ‘Share a File with Anyone’ as the action event. Map the document ID from Google Docs to the action step.

With this configuration, your documents will be saved as PDFs in Google Drive, ready to be shared via email.

---

5. Sharing the PDF via Gmail

The final step is to share the generated PDF via Gmail using Pabbly Connect. Select Gmail as your action application and choose the event ‘Send Email’. This allows you to send the warning letter directly to the employee’s email address.

Connect your Gmail account to Pabbly Connect and map the recipient’s email address from Google Sheets. Fill in the email subject and content, ensuring to include the PDF link as an attachment. After completing this setup, save and send a test request to finalize the process.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Map the email content and recipient details from Google Sheets.

After testing successfully, you will see that the email is sent with the PDF attached, completing the automation process.

---

Conclusion

In this tutorial, we explored how to automate warning letters using Google Sheets, Google Docs, and Gmail through Pabbly Connect. By following these steps, you can streamline your workflow and ensure timely communication with employees.

Learn how to send automated WhatsApp messages to Facebook leads for your sports club using Pabbly Connect. Follow this step-by-step tutorial to set up the integration.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to Facebook leads for your sports club, first, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly.

Open a new tab and search for Pabbly Connect. Click on the link to reach the landing page where you can either sign in or sign up. If you’re a new user, sign up for a free account to get started.

---

2. Creating Your Workflow in Pabbly Connect

Once you’re signed in to Pabbly Connect, create a new workflow for your automation. Click on the ‘Create Workflow’ button to begin.

• Choose a folder to save your workflow, for example, ‘Facebook Lead Ads to WhatsApp Automation’.
• Name your workflow, such as ‘WhatsApp Messages to Facebook Leads for Sports Club’.

After naming your workflow, click on ‘Create’ to proceed. You will now enter the main workflow window where you can set up triggers and actions.

---

3. Setting Up the Trigger with Facebook Lead Ads

In this step, we are going to set up the trigger using Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the ‘New Lead Instant’ event.

Click on ‘Connect’ to link your Facebook account. If you haven’t connected your account before, select ‘Add New Connection’. Choose your Facebook account and continue. Then, select your Facebook page and the lead form you want to use.

• Page: Delhi Sports Club
• Lead Form: Delhi Sports Club Contact Form

After selecting the correct options, click ‘Save and Send Test Request’ to ensure that Pabbly Connect captures the lead correctly.

---

4. Configuring the Action to Send WhatsApp Messages

Now that the trigger is set, it’s time to configure the action. Select WhatsApp Cloud API as your action application and choose the ‘Send Template Message’ event. using Pabbly Connect

Again, click on ‘Connect’ to link your WhatsApp account. You will need to enter your API details like the temporary access token, phone number ID, and WhatsApp business account ID.

Enter the temporary access token from your WhatsApp API setup. Provide the phone number ID and WhatsApp business account ID.

Once connected, select the template message you wish to send. Map the necessary fields from the previous trigger step to personalize your message.

---

5. Testing the Integration with Dummy Leads

To ensure everything is working, you can test the integration by generating dummy leads. Use the Facebook lead ads testing tool to submit dummy details.

After submitting the dummy lead, check your WhatsApp to confirm that the automated message was sent successfully. You should see the message containing the personalized content you set up earlier.

Repeat the testing process to verify that new leads trigger the WhatsApp messages consistently. This confirms that your integration using Pabbly Connect is functioning as intended.

---

Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages to Facebook leads for sports clubs using Pabbly Connect. By following the steps outlined, you can automate your communication with leads effectively, enhancing your engagement and operational efficiency.

Learn how to automatically add IndiaMART leads to Google Sheets using Pabbly Connect. This detailed tutorial walks you through the integration process step-by-step. 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

---

1. Accessing Pabbly Connect to Start Automation

To automate the process of adding IndiaMART leads to Google Sheets automatically, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect homepage where you can sign in or sign up for a free account.

Once signed in, you will land on the all applications page. Click on the Pabbly Connect option to access your dashboard. From here, you can create a new workflow that will help you integrate IndiaMART with Google Sheets automatically.

---

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. For this integration, name it ‘Add IndiaMART Leads to Google Sheets Automatically.’ Choose the appropriate folder to save your workflow. using Pabbly Connect

• Click on ‘Create’ to initiate your workflow.
• This will take you to a new window where you can set up triggers and actions.

In this window, you will need to set up a trigger and an action. The trigger will be IndiaMART, and the action will be Google Sheets. This setup is crucial as it defines the automation process.

---

3. Setting Up Trigger and Action for Integration

To begin setting up your integration, go to the trigger section and search for IndiaMART as the trigger application. Select the event as ‘New Lead.’ This means that every time a new lead is received through IndiaMART, it will trigger the workflow.

Next, move to the action section and select Google Sheets as your action application. The action event will be ‘Add New Row.’ This configuration ensures that the lead details are added to Google Sheets automatically whenever a new lead is captured.

• Click on ‘Connect’ to establish a connection between IndiaMART and Pabbly Connect.
• Input your CRM API key from your IndiaMART account to create this connection.

Once the connection is established, you will see a confirmation message indicating that the trigger application is polling for new data every 24 hours.

---

4. Mapping Data to Google Sheets

Now that your trigger is set up, it’s time to map the data to Google Sheets. Click on the connect option for Google Sheets. You will need to sign in with your Google account to allow Pabbly Connect access to your Google Sheets. using Pabbly Connect

Select the spreadsheet you created for IndiaMART leads. Ensure it has the necessary columns to accommodate the lead details. You will then proceed to map the fields from the IndiaMART lead response to the corresponding columns in your Google Sheets.

Map the phone number, company name, city, query subject, product name, and message fields. This mapping is essential to ensure that the data dynamically updates with each new lead.

After mapping the fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. You should receive a positive response confirming that the lead details have been added to your Google Sheets.

---

5. Verifying Integration Success

Once you receive the positive response from the test request, it’s time to verify that the lead details have been added to your Google Sheets. Open your Google Sheets and check the designated sheet for the new row containing the lead information. using Pabbly Connect

If the details such as sender name, email, contact number, company, city, and query message are present, your integration is successful. Now, every time you receive a new lead through IndiaMART, the details will be automatically added to Google Sheets without any manual effort.

This automation not only saves time but also ensures that you have a systematic way to manage your leads effectively. If you encounter any issues, revisit your Pabbly Connect workflow to troubleshoot the settings.

---

Conclusion

Using Pabbly Connect, you can seamlessly add IndiaMART leads to Google Sheets automatically. This tutorial provided a step-by-step guide on setting up the integration effectively. By following these steps, you can streamline your lead management process and enhance productivity.

Learn how to automate employee transfer letters using Pabbly Connect, Google Sheets, and Gmail in this detailed tutorial. Simplify your HR tasks effortlessly! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Employee Transfers

To automate employee transfers, start by accessing Pabbly Connect. This platform enables seamless integration between Google Sheets, Google Docs, and Gmail to simplify the process of creating and sending transfer letters.

Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account, which gives you 100 free tasks monthly. Existing users can simply sign in.

---

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Create and Send Transfer Letter’ and select a folder to save it.

In this workflow, you will set up a trigger and actions. The trigger will be Google Sheets, which means every time a new row is added, an action will be initiated to create a transfer letter in Google Docs and send it via Gmail.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the provided webhook URL from Pabbly Connect.

Once you have completed these steps, you can proceed to set up the connection with Google Sheets.

---

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, navigate to your Google Sheets document and go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it.

After installing, refresh your spreadsheet to see the Pabbly Connect option. Click on ‘Initial Setup’ and paste the webhook URL you copied earlier. Set the trigger column to the last column of your data, which is typically where you mark the status.

• Paste the webhook URL in the designated field.
• Set the trigger column to the status column (e.g., K).
• Click on ‘Send Test’ to verify the connection.

After confirming the test is successful, finalize the initial setup to ensure data is sent to Pabbly Connect whenever a new row is added.

---

4. Creating Transfer Letters Using Google Docs

Now, let’s create the transfer letter template in Google Docs. In Pabbly Connect, add Google Docs as your action application and select ‘Create Document from Template’ as the action event.

Choose your transfer letter template and map the fields from the Google Sheets data. This allows dynamic information such as employee names and designations to be inserted into the letter.

Select the Google Docs template you created. Map the employee’s name, ID, and other relevant details. Click on ‘Save and Send Test Request’ to create the document.

Once you receive a successful response, the transfer letter will be generated automatically in Google Docs with the specified details.

---

5. Sending the Transfer Letter via Gmail

With the transfer letter created, the final step is to send it via Gmail using Pabbly Connect. Add Gmail as your action application and select ‘Send Email’ as the action event.

Enter the recipient’s email address, subject, and body of the email. Ensure to attach the PDF link of the transfer letter generated in the previous step. This way, the candidate receives their transfer letter directly in their inbox.

Map the recipient’s email from Google Sheets. Set the email subject as ‘Transfer Letter’. Attach the PDF link of the transfer letter.

After setting this up, click on ‘Save and Send Test Request’. If successful, the email will be sent, confirming that the automation is complete.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of generating and sending employee transfer letters using Google Sheets and Gmail. This integration simplifies HR tasks significantly, allowing for efficient management of employee relocations.

Learn how to automatically upload Gmail attachments to Google Drive using Pabbly Connect in this detailed step-by-step tutorial. 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

---

1. Accessing Pabbly Connect for Automation

To upload Gmail attachments to a Google Drive folder, we start by accessing Pabbly Connect. This platform enables the automation of tasks between applications like Gmail and Google Drive.

Visit the Pabbly Connect website, and sign in to your account. If you are new, you can sign up for free and get 100 free tasks every month. Once logged in, you will see the dashboard where you can create workflows.

---

2. Creating a Workflow in Pabbly Connect

To begin the integration, we need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

In the dialog box that appears, you will need to name your workflow. For example, name it ‘Upload Gmail Attachment to Google Drive Folder’. You will also choose a folder to save this workflow in. Select an existing folder or create a new one by clicking the plus button.

• Name your workflow
• Select or create a folder

After naming and selecting the folder, click on ‘Create’ to finalize your workflow setup.

---

3. Setting Up the Trigger in Pabbly Connect

In this step, we will configure the trigger for our workflow. The trigger application will be the Email Parser, which is a feature of Pabbly Connect. Click on the trigger section to select the Email Parser as your application.

Once selected, you will see an email address provided by Pabbly. Copy this email address and head over to your Gmail account to set up forwarding. In Gmail, go to Settings, then ‘Forwarding and POP/IMAP’. Here, add the copied forwarding address, and confirm it by clicking on the link sent to your Pabbly email.

• Go to Gmail Settings
• Add forwarding address
• Confirm forwarding

After confirming, return to Pabbly Connect and check if the email parser captured the response from the forwarded email.

---

4. Filtering Emails with Attachments

Now that we have set up the trigger, we need to filter the emails to ensure that only those with attachments proceed to the next step. In Pabbly Connect, add a filter action step after the trigger.

Select the attachment link from the previous step as the criteria for the filter. Set it to check if the attachment link exists. This will ensure that only emails with attachments will trigger the next action.

Add a filter action Select attachment link as criteria Set filter to check for existence

After setting the filter, test the action to ensure it works correctly. If the condition is true, proceed to the next step of uploading the attachment.

---

5. Uploading the Attachment to Google Drive

With the filter in place, we can now set up the action to upload the attachment to a Google Drive folder using Pabbly Connect. Select Google Drive as the action application and choose the ‘Upload a File’ event.

Connect your Google Drive account by clicking on ‘Add New Connection’ and authorize Pabbly Connect to access your Google Drive. After connecting, map the attachment URL from the previous step to the file upload field.

Select Google Drive as action application Map the attachment URL Choose the destination folder

Once you have filled in all the required fields, click on ‘Save and Send Test Request’. If successful, check your Google Drive folder to confirm that the attachment has been uploaded.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of uploading Gmail attachments to a Google Drive folder. By following these steps, users can easily manage their attachments without manual intervention, enhancing productivity.

Learn how to integrate Facebook leads with Google Sheets for your sports club using Pabbly Connect. Step-by-step guide to automate your lead management process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To automate the process of adding Facebook leads to Google Sheets for your sports club, you first need to access Pabbly Connect. Start by typing Pabbly.com/connect in your browser. This will take you to the homepage of Pabbly Connect, where you can sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button. Existing users should log in with their credentials. Once logged in, navigate to the applications page and click on ‘Access Now’ under Pabbly Connect to reach your dashboard.

---

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, you can create a new workflow to manage your integration. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow; for example, you can name it ‘Add Facebook Leads to Google Sheets for Sports Club’. using Pabbly Connect

• Select a folder for your workflow (e.g., a folder for Facebook lead ads).
• Click on ‘Create’ to finalize your workflow setup.

After creating your workflow, you will see the trigger and action setup. Remember, in Pabbly Connect, a trigger is an event that starts the workflow, while the action is what happens as a result of that trigger. For this integration, Facebook Lead Ads will be your trigger application.

---

3. Setting Up Facebook Lead Ads as a Trigger

To set up the trigger, search for ‘Facebook Lead Ads’ in the trigger application section of Pabbly Connect. Select the trigger event as ‘New Lead Instant’. This means that every time a new lead is received from Facebook, the workflow will be activated.

Next, you will need to connect your Facebook account to Pabbly Connect. Click on ‘Connect’ and authorize the connection by logging into your Facebook account. Once authorized, you will select the Facebook page associated with your sports club and the relevant lead generation form.

• Choose your Facebook page (e.g., Delhi Sports Club).
• Select the lead form you created for capturing leads.

After selecting the page and form, click on ‘Save and Send Test Request’ to ensure the connection works. This will wait for a webhook response, indicating that a test lead should be submitted next.

---

4. Testing Lead Submission from Facebook

To test the lead submission, navigate to the Meta for Developers page and access the lead ads testing tool. Select your Facebook page and lead form, then fill out the lead details such as full name, phone number, and email address. Once done, submit the form.

After submitting, return to Pabbly Connect to check if the lead details have been captured successfully. You should see the lead’s full name, phone number, and email displayed in Pabbly Connect, confirming that the trigger is working correctly.

This successful capture of lead details means your integration is functioning as intended, and the next step is to set up the action to add these details to Google Sheets.

---

5. Adding Lead Details to Google Sheets

Now that your leads are captured in Pabbly Connect, the next step is to add these details into Google Sheets. In the action application section, select ‘Google Sheets’ and choose the action event as ‘Add New Row’. This will create a new entry in your Google Sheet for each lead received. using Pabbly Connect

Connect your Google account by clicking on ‘Connect’ and allowing access to Pabbly Connect. Select the specific Google Sheet you created for the leads (e.g., Facebook Leads New) and ensure the correct sheet is selected.

Map the lead details from Facebook to the corresponding columns in Google Sheets. Click on ‘Save and Send Test Request’ to finalize the setup.

Once the test is successful, check your Google Sheet to confirm that the lead details have been added correctly. This completes your automation setup, allowing leads from Facebook to flow seamlessly into Google Sheets for your sports club.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for your sports club. By following these steps, you can efficiently manage your leads and enhance your club’s outreach.

Learn how to send automated WhatsApp messages to your AI company’s Facebook leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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

---

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to your AI company’s Facebook leads, start by accessing Pabbly Connect. This platform is essential for automating your workflow between Facebook Lead Ads and WhatsApp.

Visit the Pabbly Connect website and log in. If you do not have an account, you can sign up for free. Once logged in, you will see the dashboard where you can create your automation workflows.

---

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to connect Facebook Lead Ads with WhatsApp using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard.

• Choose a name for your workflow, such as ‘Send WhatsApp Message to AI Company’s Facebook Lead’.
• Select a folder for your workflow, such as ‘Facebook Lead Ads to WhatsApp Automation’.

After naming and selecting the folder, click on ‘Create’. This action opens the workflow window where you can set up the trigger and action.

---

3. Setting Up the Trigger with Facebook Lead Ads

The next step is to configure the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the trigger event as ‘New Lead Instant’. This means that every time a new lead is submitted, the workflow will activate.

Click on ‘Connect’ and either select an existing connection or create a new one. If creating a new connection, log in to your Facebook account and grant the necessary permissions. Then, select your Facebook page, which for this example is ‘AI Artistry’, and the lead generation form.

---

4. Configuring the Action to Send WhatsApp Messages

After setting up the trigger, we will configure the action to send WhatsApp messages using the WhatsApp Cloud API through Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event.

• Connect your WhatsApp Cloud API account by entering the required credentials, including the token and phone number ID.
• Select the message template you want to use for sending messages.

Make sure to map the recipient’s mobile number and any dynamic fields in the message template to ensure personalized communication for each lead.

---

5. Testing the Automation Workflow

Once the setup is complete, it’s crucial to test your automation in Pabbly Connect. You can do this by submitting a test lead through your Facebook Lead Ads form.

After submitting the lead, check your WhatsApp to see if the automated message has been received. If everything is configured correctly, you should receive a message confirming the successful integration and automation.

---

Conclusion

In this tutorial, we detailed how to send WhatsApp messages to your AI company’s Facebook leads using Pabbly Connect. This powerful integration allows for seamless communication with leads, enhancing your automation processes effectively.