Author: Rajpal Tomar

Learn how to automate adding Facebook leads to Salesforce and sending Slack notifications using Pabbly Connect. Step-by-step tutorial included. 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 Facebook Leads and Salesforce Integration

To start the process of integrating Facebook leads with Salesforce using Pabbly Connect, first, access the Pabbly Connect website. If you are an existing user, click on the ‘Sign In’ button; otherwise, choose ‘Sign Up Free’ to create a new account.

Once logged in, navigate to the dashboard. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Facebook Leads’ before proceeding to create your workflow.

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2. Creating a Workflow in Pabbly Connect

After setting up your folder, click on ‘Create Workflow’. Name your workflow as ‘Add Facebook Leads to Salesforce and Send Slack Notification’. This title reflects the integration process you are about to set up using Pabbly Connect.

Now, you will need to set up the trigger and action applications. The trigger application is Facebook Lead Ads, and the action applications will be Salesforce and Slack. Start by selecting Facebook Lead Ads as your trigger application.

• Choose the trigger event ‘New Lead Instant’.
• Connect your Facebook Lead Ads account using the ‘Add New Connection’ option.
• Select your Facebook page, in this case, ‘Regal Radiance’.
• Pick the lead generation form you have created.

After selecting the form, click on ‘Save and Send Test Request’. This will initiate the connection and allow you to test if the setup is correctly capturing leads.

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3. Testing the Facebook Lead Ads Integration with Pabbly Connect

Once you have set up the trigger, it’s essential to test the integration. Go to the Meta for Developers page and use the Lead Ads Testing Tool to create a test lead. Ensure your lead ad form is live to successfully capture the lead data.

After creating a test lead, return to Pabbly Connect to check if the response has been received. You should see the lead details, including the first name, last name, and email address, confirming that the integration is working properly.

• Verify that the details appear correctly in the Pabbly Connect interface.
• Ensure the data includes all necessary fields for Salesforce.

Once confirmed, you can proceed to set up the action application, which is Salesforce, to create a new lead.

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4. Setting Up Salesforce Integration Using Pabbly Connect

For the Salesforce integration, select it as your action application. The action event to choose here is ‘Create Lead’. This event will automate the process of adding leads into your Salesforce account through Pabbly Connect.

Connect your Salesforce account by clicking on ‘Add New Connection’. Allow all necessary authentications to ensure the connection is secure. After successfully connecting, you will need to map the lead details from Facebook Lead Ads to Salesforce fields.

Map the first name, last name, email, and phone number from the lead data. Enter the company name and any other relevant details.

Click on ‘Save and Send Test Request’ to finalize the setup. Check your Salesforce account to confirm that the lead has been added successfully.

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5. Sending Slack Notifications with Pabbly Connect

To notify your team about new leads, add Slack as another action step in your workflow. Select Slack and choose the action event ‘Send Channel Message’. This will allow you to send notifications to your Slack channel whenever a new lead is captured.

Connect your Slack account using the ‘Add New Connection’ option. Enter the required token type (either user or bot) and follow the authentication process. Once connected, select the channel where you want to send the notifications, such as ‘Facebook Leads’.

Compose the message you want to send, including lead details. Map the lead details like first name, last name, and email address into the message.

After composing your message, click on ‘Save and Send Test Request’. Check your Slack channel to ensure the notification was sent successfully, confirming that the entire integration is functioning as intended with Pabbly Connect.

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Conclusion

This tutorial demonstrates how to automate the process of adding Facebook leads to Salesforce and sending Slack notifications using Pabbly Connect. By following these steps, you can streamline your lead management efficiently.

Learn how to integrate FunnelKit with AWeber using Pabbly Connect. This detailed tutorial guides you through creating subscribers automatically. 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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Accessing Pabbly Connect for FunnelKit and AWeber Integration

To create AWeber subscribers from FunnelKit, the first step is to access Pabbly Connect. This powerful integration platform allows you to automate tasks seamlessly. Start by visiting the Pabbly Connect website and signing in or signing up for a free account if you don’t have one.

Once logged in, you will see the dashboard. Here, you can create workflows to connect FunnelKit with AWeber. Click on the ‘Access Now’ button under Pabbly Connect to navigate to the workflow creation area, where you can set up your automation process.

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Creating a Workflow in Pabbly Connect

Now, it’s time to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Create AWeber Subscriber from FunnelKit User’. Select a folder to save your workflow, then click on ‘Create’ to proceed.

This opens the workflow setup window, where you will configure the trigger and action applications. The first step is to set FunnelKit as your trigger application. Select the trigger event as ‘New User’ to capture new user registrations automatically.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Set FunnelKit as the trigger application.

After selecting the trigger event, connect FunnelKit to Pabbly Connect using the provided VB URL. This URL acts as a bridge between the two applications, enabling data transfer.

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Setting Up Automation in FunnelKit

Next, navigate to your WordPress account where FunnelKit is installed. Go to the FunnelKit automations section and click on ‘Add New Automation’. Name your automation something relevant, like ‘AWeber Subscriber Automation’. Set the trigger as ‘User Created’ to initiate the process when a new user registers.

Once the trigger is set, add an action by selecting ‘Send Data to Pabbly Connect’. Here, you will paste the VB URL you copied earlier. This step is crucial as it ensures that the user data is sent to Pabbly Connect for processing.

• Select ‘User Created’ as the trigger in FunnelKit.
• Choose ‘Send Data to Pabbly Connect’ as the action.
• Paste the VB URL to connect the two platforms.

After setting this up, map the user data fields from FunnelKit to ensure that the correct information is sent to Pabbly Connect. This includes the username, first name, last name, and email address.

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Creating AWeber Subscriber in Pabbly Connect

With the automation set up, return to Pabbly Connect to configure the action application. Select AWeber as your action app and choose ‘Add or Update Subscriber’ as the action event. This allows you to create a new subscriber in AWeber whenever a new user is added in FunnelKit.

Connect your AWeber account by entering your login credentials. Once connected, you will need to fill in the required details for the new subscriber, including the account ID and the list to which the subscriber will be added.

Select AWeber as the action application. Choose ‘Add or Update Subscriber’ as the action event. Map user details from FunnelKit to AWeber fields.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should receive a positive response indicating that the subscriber has been successfully created.

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Testing the Integration Between FunnelKit and AWeber

Finally, to ensure everything is functioning properly, test the integration by creating a new user in FunnelKit. Fill out the registration form with the necessary details and submit it. This action should trigger the automation you set up in Pabbly Connect.

After submitting the form, check your AWeber account to see if the new subscriber has been added. If successful, you will see the subscriber’s details reflected in AWeber, confirming that the integration between FunnelKit and AWeber via Pabbly Connect is working seamlessly.

Create a new user in FunnelKit. Check AWeber for the new subscriber entry. Ensure all details are correct and mapped properly.

By following these steps, you have successfully integrated FunnelKit with AWeber using Pabbly Connect. This automation will save time and ensure that your subscriber list is always up-to-date with new registrations.

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Conclusion

In this tutorial, we explored how to create AWeber subscribers from FunnelKit using Pabbly Connect. By setting up triggers and actions, you can automate the subscriber creation process efficiently. This integration enhances your workflow and keeps your email list current.

Learn how to set up WhatsApp notifications for new GoHighLevel leads using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To set up WhatsApp notifications for new GoHighLevel leads, start by accessing Pabbly Connect. You can do this by visiting the Pabbly Connect homepage and signing in or creating a free account.

Once logged in, you will be greeted with the dashboard. Here, you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. This is where the automation process begins.

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2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow as ‘Get WhatsApp Notification for New GoHighLevel Leads’. Select the folder where you want to save this workflow, then click on ‘Create’. This sets the stage for the automation. using Pabbly Connect

• Name the workflow: Get WhatsApp Notification for New GoHighLevel Leads
• Select the folder for saving the workflow
• Click on Create

After creating the workflow, you will see two windows open. The left window is for selecting the trigger application, and the right is for the action application. In this case, select GoHighLevel CRM as the trigger and WhatsApp Cloud API as the action.

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3. Setting Up Trigger and Action in Pabbly Connect

For the trigger event, choose ‘Contact Created’ from the GoHighLevel CRM options. This means the automation will trigger whenever a new lead is added. After selecting the trigger, you will receive a webhook URL that you will need to set up in your GoHighLevel account.

Copy the webhook URL and navigate to your GoHighLevel account. In the automation section, create a new workflow and select ‘Contact Created’ as the trigger. Then, add an action for the webhook and paste the copied URL. This action is crucial as it sends lead data to Pabbly Connect.

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4. Configuring WhatsApp Notifications via Pabbly Connect

Now that the trigger is set up, it’s time to configure the WhatsApp notification. Select WhatsApp Cloud API as your action application in Pabbly Connect. Choose the action event as ‘Send Text Message’. This will allow you to receive a WhatsApp notification with details of the new lead.

To connect your WhatsApp Cloud API account, you will need to provide the access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API settings. After entering these details, click on ‘Save’ to establish the connection.

• Select WhatsApp Cloud API as the action application
• Choose Send Text Message as the action event
• Input access token, phone number ID, and WhatsApp business account ID

Once the connection is established, you can enter your phone number and customize the message format to include lead details dynamically.

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5. Testing the Integration for New Leads

After setting everything up, it’s essential to test the integration. Create a new contact in your GoHighLevel CRM to simulate a new lead. Once the contact is created, check your WhatsApp to see if you receive the notification.

If everything is configured correctly, you should receive a WhatsApp message with the details of the new lead. This confirms that the connection between GoHighLevel and Pabbly Connect is working seamlessly. You can now automate your lead notifications without manual intervention.

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 this tutorial, we covered how to set up WhatsApp notifications for new leads in GoHighLevel using Pabbly Connect. This integration allows you to stay updated on new leads instantly.

Learn how to automatically generate and send increment letters using Pabbly Connect, Google Sheets, Google Docs, and Gmail in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Increment Letters

To automatically generate and send increment letters, start by accessing Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly. First, go to the Pabbly Connect website and either sign in or sign up for a free account.

Once logged in, click on the ‘Access Now’ button under the Pabbly Connect section. This will take you to the dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Generate and Send Increment Letters’.

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2. Configuring the Trigger with Google Sheets

The first step in your workflow is to set up a trigger using Google Sheets. Select Google Sheets as your trigger application. The trigger event will be ‘New or Updated Spreadsheet Row’, which will activate the workflow whenever a new row is added or updated in your Google Sheet. using Pabbly Connect

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Connect your Google Sheets account to Pabbly Connect.

After connecting, you’ll need to specify the spreadsheet that contains the employee increment details. This integration allows Pabbly Connect to pull data directly from your Google Sheets, making the process efficient and automated.

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3. Creating Increment Letters in Google Docs

Next, you will set up an action in your workflow to create increment letters using Google Docs. Select Google Docs as your action application and choose the action event ‘Create Document from Template’. This will allow you to use a pre-defined template for your increment letters.

Once you connect Google Docs to Pabbly Connect, select the template document you created earlier. This template should include placeholders for employee details such as name, designation, and new CTC. Mapping these variables will ensure that the correct information is filled in for each employee.

• Choose the template document that you created in Google Docs.
• Map employee details from Google Sheets to the template.
• Provide a name for the new document, such as ‘Employee Name Increment Letter’.

This step is crucial as it automates the letter generation process, saving you significant time and effort.

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4. Sharing Documents via Google Drive

After creating the increment letter, the next step is to share it using Google Drive. Add another action in your workflow and select Google Drive as the application. The action event will be ‘Share a File with Anyone’. This setup allows you to make the newly created document accessible to the intended recipients.

Connect your Google Drive account to Pabbly Connect, and map the document ID from the previous step. This ID corresponds to the increment letter you just created. By sharing the document, you ensure that employees can access their increment letters easily.

Select the document ID from the previous step for sharing. Choose the sharing settings to allow anyone with the link to access the file. Click on Save and Test to ensure the document is shared successfully.

This action is vital for ensuring that the increment letters are not only created but also accessible to the employees without any manual intervention.

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5. Sending Emails with Gmail

The final step in your workflow involves sending the increment letter via email using Gmail. Select Gmail as your action application, and choose the action event ‘Send Email’. This allows you to automate the email process, ensuring that employees receive their increment letters promptly.

Connect your Gmail account to Pabbly Connect, and fill in the required fields such as recipient email (which you will map from Google Sheets), subject, and email content. Make sure to include the PDF link of the increment letter as an attachment.

Map the recipient’s email address from Google Sheets. Customize the email subject and body content. Attach the PDF link of the increment letter to the email.

Once everything is set up, click on Save and Send Test Request. This completes the workflow, allowing you to automatically generate and send increment letters to your employees with ease.

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Conclusion

In this tutorial, we explored how to automatically generate and send increment letters using Pabbly Connect, Google Sheets, Google Docs, and Gmail. By following the steps outlined, you can streamline your HR processes and ensure timely communication with your employees.

Learn how to seamlessly integrate Google Ads leads into Zoho CRM using Pabbly Connect with this 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

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1. Accessing Pabbly Connect for Google and Zoho Integration

To start integrating Google Ads leads into Zoho CRM, first access Pabbly Connect. This platform allows seamless automation between various applications, including Google and Zoho CRM. Simply type ‘Pabbly.com/connect’ in your browser to reach the Pabbly Connect homepage.

Once on the homepage, you will see options to sign in or sign up for free. As a new user, click on the ‘Sign Up Free’ button. After signing up, you will receive 100 tasks free every month, which is a great way to start using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. You will need to name your workflow, for example, ‘Google Ads Leads to Zoho CRM’. This identifies the purpose of the automation clearly.

• Click on ‘Create Workflow’
• Name your workflow

In this workflow, the trigger application will be Google Ads, and the action application will be Zoho CRM. This setup ensures that every time a new lead is generated in Google Ads, it will trigger an action in Zoho CRM to create a new contact. Make sure to follow the next steps closely to set this up correctly using Pabbly Connect.

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3. Setting Up Google Ads as the Trigger

Next, you will need to set Google Ads as the trigger application. In the trigger window, search for Google Ads and select it. Then, choose the trigger event as ‘New Lead Form Entry’. This event will start the workflow whenever a new lead is captured in Google Ads.

Once you have selected the trigger, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge to connect Google Ads with Pabbly Connect. You will need to copy this URL and set it up in your Google Ads account to ensure that leads are sent to Pabbly Connect.

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4. Configuring Zoho CRM as the Action

After setting up the trigger, it’s time to configure Zoho CRM as the action application. In the action section, search for Zoho CRM and select it. You will then need to choose the action event as ‘Create Contact’. This action will create a new contact in Zoho CRM based on the lead information received from Google Ads.

To establish the connection between Zoho CRM and Pabbly Connect, click on ‘Connect’ and authorize access. If you have an existing Zoho account, log in and allow permissions. Once connected, you can map the lead details from Google Ads to the corresponding fields in Zoho CRM.

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5. Testing the Workflow and Final Setup

With both applications set up, it’s crucial to test the workflow. Send a test lead from Google Ads to see if it appears in Zoho CRM. In Pabbly Connect, click on ‘Send Test Data’ to verify that the integration works correctly.

Once the test is successful, you will see the new contact created in Zoho CRM. This indicates that your automation is working flawlessly. Now, every time a new lead comes through Google Ads, it will automatically be added to Zoho CRM, streamlining your lead management process.

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 integrate Google Ads leads into Zoho CRM allows for efficient automation of lead management. This setup ensures that every new lead is captured and organized without any manual effort, enhancing productivity and response time.

Learn how to automate WhatsApp notifications for IndiaMART enquiries using Pabbly Connect. Step-by-step guide for seamless integration. 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 Automation

To automate WhatsApp notifications for IndiaMART inquiries, start by accessing Pabbly Connect. Go to the Pabbly Connect website and either sign in or create a free account.

If you are a new user, click on the ‘Sign up for free’ button. After creating your account, you will receive 100 free tasks each month to explore the software. Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect to begin setting up your workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ option to start. A dialog box will appear asking for a workflow name. Enter ‘Get WhatsApp Notification for IndiaMART Enquiries’ and select a folder to save your workflow.

Once the workflow is created, you will see two windows: one for the trigger and one for the action. The trigger will be IndiaMART, and the action will be WhatsApp Cloud API. This setup will ensure that every new inquiry generates a WhatsApp notification.

• Click on ‘Create’ to finalize the workflow.
• Select IndiaMART as the trigger application.
• Choose ‘New Leads’ as the trigger event.

After setting up the trigger, connect your IndiaMART account by adding a new connection. You will need a CRM API key from your IndiaMART account settings to establish this connection.

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3. Connecting IndiaMART to Pabbly Connect

To connect IndiaMART with Pabbly Connect, log into your IndiaMART account and navigate to the settings. Under account settings, find the CRM API section to generate your API key.

Copy the API key and return to Pabbly Connect. Paste the key into the designated field and click on ‘Save’. This will successfully link your IndiaMART account with Pabbly Connect.

• Click on ‘Refresh Fields’ to update the available data.
• Click on ‘Save and Send Test Request’ to test the connection.
• Verify that you receive the lead details in response.

Once you receive a successful response, the connection is confirmed, and you can proceed to set up the WhatsApp Cloud API for notifications.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

Next, you will configure the WhatsApp Cloud API as the action step in Pabbly Connect. Select WhatsApp Cloud API from the action applications list and choose ‘Send Text Message’ as the action event.

To connect your WhatsApp Cloud API account, you will need to enter three key details: access token, phone number ID, and WhatsApp business account ID. These details can be found in the Meta for Developers dashboard.

Log into your Meta for Developers account. Navigate to the API setup to copy the required details. Paste these details into Pabbly Connect and save the connection.

After successfully connecting the WhatsApp Cloud API, you can now set the recipient’s mobile number and the message format for notifications.

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5. Finalizing the Setup to Receive Notifications

In this final step, specify the mobile number where you want to receive WhatsApp notifications. Then, customize the message format to include the lead’s details such as name, email, and query message.

Map the data from the previous steps to ensure that each new inquiry generates a unique message. This dynamic mapping allows Pabbly Connect to send personalized notifications for every inquiry received.

Enter the message format you want to receive. Use the mapping feature to insert lead details dynamically. Test the setup by clicking ‘Save and Send Test Request’.

Once the test is successful, you will start receiving WhatsApp notifications for every new inquiry automatically, demonstrating the power of Pabbly Connect in automating your business processes.

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Conclusion

In this tutorial, we explored how to set up WhatsApp notifications for IndiaMART inquiries using Pabbly Connect. By following the steps outlined, you can easily automate the notification process and streamline your lead management.

Learn how to send WhatsApp messages to your Facebook leads for online meditation classes using Pabbly Connect. Step-by-step tutorial included. 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 send WhatsApp messages to your Facebook leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in. If you are a new user, click on the ‘Sign Up Free’ option, which allows you to create an account easily.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow specifically for your Facebook leads to WhatsApp integration. This is essential for automating the messaging process when new leads are generated.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to connect Facebook Lead Ads with the WhatsApp Cloud API using Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this example, name it ‘Send WhatsApp Messages to Facebook Leads for Online Meditation Classes’.

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will need to set up the trigger and action events. The trigger will be Facebook Lead Ads, and the action will be sending a WhatsApp message via the WhatsApp Cloud API. This integration will ensure that every time a new lead is generated, a WhatsApp message is automatically sent.

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3. Configuring Facebook Lead Ads as the Trigger

To set Facebook Lead Ads as your trigger in Pabbly Connect, select the ‘Facebook Lead Ads’ option and then choose the trigger event ‘New Lead Instant’. This event will activate the workflow when a new lead is submitted through your lead form.

Next, you will need to connect your Facebook account to Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to authorize the connection. After successful connection, select the Facebook page associated with your lead ads and the specific lead gen form you created.

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4. Testing the Trigger for Successful Integration

After configuring the trigger, it’s crucial to test it to ensure everything is set up correctly. In Pabbly Connect, click on the ‘Save and Send Test Request’ button. This action will prompt you to perform a test submission of your lead form to generate sample data.

• Navigate to the Meta for Developers page and access the Lead Ads Testing Tool.
• Select your Facebook page and lead form to create a test lead.

Upon successful submission of the test lead, return to Pabbly Connect to confirm that the lead data has been received. This step verifies that your trigger setup is functioning correctly, ready to send messages via WhatsApp.

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5. Configuring WhatsApp Cloud API as the Action

Now that your trigger is set, the next step is to configure the WhatsApp Cloud API as the action in Pabbly Connect. Select ‘WhatsApp Cloud API’ and choose the action event ‘Send Template Message’. This is where you will specify the message template to be sent to new leads.

Connect your WhatsApp Cloud API account by selecting ‘Add New Connection’ and entering your API credentials, including the temporary access token and phone number ID. After connection, select the message template you created for new leads and map the recipient’s mobile number from the lead data.

Finally, test the action by clicking on ‘Save and Send Test Request’. If successful, you will receive a WhatsApp message confirming the integration. This completes the setup, ensuring that every new lead from Facebook receives a personalized message via WhatsApp.

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Conclusion

Using Pabbly Connect, you can automate the process of sending WhatsApp messages to your Facebook leads for online meditation classes. This integration streamlines your communication, ensuring timely responses to potential clients.

Learn how to seamlessly add Facebook leads to Keap CRM using Pabbly Connect. Follow this step-by-step guide for effective integration. 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 start integrating Facebook leads with Keap CRM, first access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the homepage. Here, you have options to sign in or sign up for free, which includes 100 tasks monthly for new users.

After signing in, you will be directed to the applications page. Click on ‘Access Now’ to reach your dashboard. This is where you will create a new workflow for integrating Facebook leads into Keap CRM.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, locate the ‘Create Workflow’ button on the right-hand corner. Click it to bring up a dialog box where you can name your workflow. For this integration, name it ‘Add Facebook Lead Ads Leads to Keap CRM’. using Pabbly Connect

• Select a folder to save your workflow, such as ‘Facebook Lead Ads to Keap Automation’.
• Click on ‘Create’ to proceed.

Once created, you will see a window with the trigger and action setup. This is crucial for your automation, as the trigger will be Facebook Lead Ads and the action will be Keap CRM.

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3. Setting Up Trigger and Action in Pabbly Connect

To configure your trigger, search for ‘Facebook Lead Ads’ in the trigger application field. The trigger event will be set to ‘New Lead Instant’. This means that every time a new lead comes in through Facebook, the workflow will automatically run.

Next, for the action application, select ‘Keap’ and choose the action event as ‘Create or Update Contact’. This action will ensure that every new lead is added as a contact in Keap CRM.

To establish the connection between Facebook Lead Ads and Pabbly Connect, click on ‘Connect’. If you have an existing connection, you can use it, or you can create a new one by clicking ‘Connect’ again.

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4. Configuring Facebook Lead Ads in Pabbly Connect

After successfully connecting Facebook Lead Ads to Pabbly Connect, select the Facebook page you created for your bakery. Then, choose the lead generation form associated with that page, such as ‘New Contact Form’.

• Click on ‘Save and Send Test Request’ to initiate the process.
• Perform a test submission to ensure data is captured correctly.

Once the test lead is submitted, return to Pabbly Connect to verify that the lead details are captured. This includes the email, first name, last name, phone number, and city of the lead.

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5. Finalizing Setup in Keap CRM

With the lead details captured in Pabbly Connect, you now need to connect to Keap CRM. Click on ‘Connect’ in the action setup. If you have an existing connection, you can use it, or create a new one by clicking ‘Connect’ and allowing secure access.

Now, map the fields from the Facebook lead response to the Keap CRM fields. This includes mapping the email, first name, last name, phone number, and lead source ID. Proper mapping ensures that every new response is accurately recorded in Keap CRM.

Finally, click on ‘Save and Send Test Request’ to finalize the process. Check Keap CRM under contacts to see if a new contact has been created with the lead details. This confirms that your automation setup is successful, allowing new leads from Facebook to be automatically added to Keap CRM.

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Conclusion

Integrating Facebook leads with Keap CRM using Pabbly Connect streamlines your lead management process. By following these steps, you can automate the capture of leads and ensure they are added as contacts in your CRM efficiently.

Learn how to integrate GoHighLevel contacts with Swipe Pages form submissions using Pabbly Connect. Step-by-step guide for seamless automation. 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 begin integrating GoHighLevel contacts with Swipe Pages form submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for a new account if you are a new user.

Once logged in, you will reach the dashboard of Pabbly Connect. Here, you can create a new folder to organize your workflow. Click on the folder icon and name it something relevant, like ‘GoHighLevel Contacts for Swipe Pages’. This helps keep your integrations organized.

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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, and a dialog box will appear asking for a name. Enter ‘Create GoHighLevel Contact for Swipe Pages Form Submission’ and select the folder you just created.

After creating the workflow, you will see options for setting up a trigger and an action. The trigger application will be Swipe Pages, and the action application will be GoHighLevel. This process allows you to automate the creation of contacts directly from form submissions.

• Select ‘New Form Submission’ as your trigger event.
• Copy the provided webhook URL from Pabbly Connect.

After setting up your trigger, you will need to configure it in Swipe Pages to ensure that the data flows correctly into Pabbly Connect.

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3. Setting Up Webhook in Swipe Pages

Now, navigate to your Swipe Pages account to set up the webhook. Click on the ‘GHL Contact’ section, then go to ‘Integrations’ and select ‘Get Started’. Here, you will create a new workflow.

Name your workflow and select the trigger as ‘Form Submitted’. You will then need to set up the trigger by selecting the specific page where the form is located. This ensures that the integration pulls data from the correct source.

• Choose the relevant funnel for your form.
• Paste the webhook URL from Pabbly Connect into the action settings.

After saving the changes, make sure to test the setup to confirm that the webhook is functioning correctly. This is a crucial step to ensure that data is sent from Swipe Pages to Pabbly Connect.

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4. Creating a Contact in GoHighLevel

Once the webhook is set up, go back to Pabbly Connect to configure the action application, which is GoHighLevel. Select ‘Create Contact’ as the action event. This will allow you to create a new contact in your GoHighLevel account whenever a form submission occurs.

To connect your GoHighLevel account, you will need to add a new connection in Pabbly Connect. Follow the prompts to establish the connection. After connecting, you will need to map the fields from the form submission to the corresponding fields in GoHighLevel.

Map the full name, email, and phone number fields from Swipe Pages. Click on ‘Save and Send Test Request’ to verify the setup.

After successfully mapping the fields and sending the test request, you should see a confirmation that the contact has been created in your GoHighLevel account.

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5. Finalizing the Integration

To finalize the integration, ensure that both the trigger and action are active in Pabbly Connect. You can check for successful responses and verify that contacts are being created in GoHighLevel as expected.

After confirming that everything is working correctly, you can begin using this automation to streamline your contact management process. This integration allows you to automatically create contacts without manual intervention, saving time and reducing errors.

In summary, the integration process involves setting up a trigger in Swipe Pages and an action in GoHighLevel using Pabbly Connect. By following these steps, you can effectively automate your workflow.

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Conclusion

In this guide, we demonstrated how to use Pabbly Connect to create GoHighLevel contacts from Swipe Pages form submissions. This automation simplifies your workflow and enhances efficiency in managing your contacts.

Learn how to integrate Facebook leads to Google Sheets for your cryptocurrency education platform using Pabbly Connect. Follow this detailed 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 Automation

To start integrating Facebook leads into Google Sheets, access Pabbly Connect by visiting the official website. Once there, you can either sign in if you are an existing user or sign up for a free account to explore the platform.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of adding leads to Google Sheets whenever a new lead is generated on Facebook.

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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. This allows you to set up a new automation process. Name your workflow, for example, ‘Crypt Matrix Facebook Lead Ads to Google Sheets,’ to keep it organized. using Pabbly Connect

• Select a folder for your workflow, such as ‘Facebook leads to Google Sheets.’
• Click on the ‘Create’ button to finalize your workflow setup.

Now, you will see two main components in your workflow: Trigger and Action. The Trigger will be set to Facebook Lead Ads, which will initiate the process whenever a new lead is received.

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3. Setting Up the Trigger for Facebook Lead Ads

To set up the trigger in Pabbly Connect, choose Facebook Lead Ads as your trigger application. Select the event as ‘New Lead Instant’ to ensure that the system captures leads immediately after they are generated.

Next, click on ‘Connect’ to establish a new connection with your Facebook account. If you have previously connected your account, you can select that existing connection. After authorizing your account, select your Facebook page, which in this case is named ‘Crypt Matrix.’

• Choose the lead generation form you want to work with, such as the ‘Admission Form.’
• Click on ‘Save and Send Test Request’ to test the connection.

Upon successful testing, you will see that Pabbly Connect has received the lead data, confirming that your trigger setup is complete.

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4. Configuring the Action in Google Sheets

After setting up the trigger, it’s time to configure the action step in Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Add New Row.’ This will ensure that every new lead is added as a new row in your Google Sheets document.

Click on ‘Connect’ to set up a new connection with your Google Sheets account. Authorize Pabbly Connect to access your Google Sheets data. Once authorized, select the specific Google Sheet you created for the leads, named ‘Admission Form.’

Map the fields from the Facebook lead data to the corresponding columns in your Google Sheet, such as name, email, and phone number. Click on ‘Save and Send Test Request’ to ensure the data is being sent correctly.

Once the test is successful, you can check your Google Sheets to verify that the lead data has been added accurately.

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5. Testing the Automation Workflow

To ensure everything is functioning correctly, you need to test your automation workflow in Pabbly Connect. Go back to the Facebook lead testing tool and delete any previous test leads to create a new one.

Submit a new lead using the lead testing tool, and after submitting, check your Google Sheets to confirm that the new lead details have been added successfully. If everything is set up correctly, you should see the new lead reflected in your Google Sheet.

With this, you have successfully integrated Facebook leads into Google Sheets using Pabbly Connect. This automation will save you time and ensure that all leads are captured accurately without manual entry.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for a cryptocurrency education platform. This integration streamlines lead management and enhances efficiency for your Academy.