Author: Rajpal Tomar

Learn how to automate employee onboarding by generating appointment letters using Pabbly Connect, Google Sheets, and Google Docs in this detailed tutorial. 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. Setting Up Pabbly Connect for Automation

To automate employee onboarding, the first step is to set up Pabbly Connect. Access Pabbly Connect by visiting the official website and signing in or signing up for a free account. This platform will be the central hub for integrating Google Sheets, Google Docs, and Google Drive.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Generate Appointment Letters’ and select the appropriate folder for organization. This is where the automation magic happens.

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2. Configuring Google Sheets as the Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application within Pabbly Connect. Click on the trigger application and select Google Sheets. The trigger event you will choose is ‘New or Updated Spreadsheet Row’. This means that the workflow will activate whenever a new row is added or an existing row is updated in your Google Sheet.

• Select the Google Sheet containing candidate details.
• Copy the provided webhook URL to connect Google Sheets with Pabbly Connect.
• Ensure the last data entry column is set as the trigger column.

After completing these steps, click on ‘Send Test’ to confirm that the connection is established. Once the test is successful, you can proceed to set up the action steps.

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3. Creating Appointment Letters Using Google Docs

The next step involves using Pabbly Connect to create appointment letters through Google Docs. In the action application section, select Google Docs and choose the action event ‘Create Document from Template’. This allows you to utilize a predefined template for the appointment letters.

To set this up, you will need to connect your Google Docs account with Pabbly Connect. After connecting, select your appointment letter template and map the necessary fields such as candidate name, designation, and salary details directly from the Google Sheets data.

• Map the candidate’s name to the document title for personalization.
• Ensure all placeholders in the template are filled with corresponding data from Google Sheets.
• Save the configuration and run a test to check if the document is created successfully.

After verifying the document creation, you can move on to the next action step.

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4. Making the Appointment Letter Document Sharable

To ensure that the generated appointment letters are accessible, the next action in Pabbly Connect is to make the document sharable using Google Drive. Select Google Drive as the action application and choose the action event ‘Share a File with Anyone’. This step will allow you to share the newly created document with the relevant stakeholders.

Connect your Google Drive account to Pabbly Connect and map the document ID from the previous step. This mapping is crucial as it links the document you just created to the sharing action. After setting this up, test the action to confirm that the document is successfully made sharable.

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5. Generating PDF Link for the Appointment Letter

The final step in this integration process involves generating a PDF link for the appointment letter. In Pabbly Connect, select Google Drive again and choose the action event ‘Upload a File’. This will allow you to save the appointment letter as a PDF in your Google Drive.

Map the PDF link generated from the previous sharing step and specify the folder where you want to save the PDF file. Ensure that you give the file a proper name, such as ‘CandidateName Appointment Letter.pdf’. Once everything is set, run a test to confirm that the PDF is created and saved successfully.

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Conclusion

By following these steps, you can effectively automate employee onboarding using Pabbly Connect to generate appointment letters through Google Sheets and Google Docs. This streamlined process not only saves time but also ensures accuracy in documentation, making your HR tasks more efficient.

Learn how to automate the integration of Monday Sales CRM contacts to MailerLite subscribers using Pabbly Connect with this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automate the process of adding new contacts from Monday Sales CRM to MailerLite as subscribers, we start by accessing Pabbly Connect. First, create a free account on Pabbly Connect’s dashboard, where you can manage your workflows efficiently.

Once logged in, click on ‘Create Workflow’ to begin. Name your workflow, for instance, ‘Monday Sales CRM to MailerLite’. Select the appropriate folder in your Pabbly account to keep your workflows organized.

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2. Configuring the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In your workflow, locate the trigger window and search for ‘Monday.com’. Choose it as the application and select the trigger event as ‘New Item in Board’. This event will activate the workflow whenever a new contact is added.

• Select ‘New Item in Board’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Integrate this URL into your Monday Sales CRM account.

After copying the webhook URL, navigate to your Monday Sales CRM. Click on the ‘Integrate’ button and select the ‘Webhooks’ option. Here, you will add the webhook URL to trigger the automation whenever a new contact is created.

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3. Mapping Data from Monday CRM to Pabbly Connect

After successfully setting up the trigger, it’s time to test it by adding a new contact in Monday Sales CRM. For example, create a contact named ‘Test User’ with an email and other relevant details. Once added, this information will be sent to Pabbly Connect via the webhook.

In Pabbly Connect, you will see that it is now waiting for a webhook response. Once the new contact is created in Monday Sales CRM, the details will automatically populate in the trigger step of your workflow. You can verify that the information has been received correctly.

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4. Setting Up MailerLite Action in Pabbly Connect

Now that the trigger is configured, the next step is to set up the action in Pabbly Connect. Search for ‘MailerLite’ in the action step and select it. Choose ‘Create or Update Subscriber’ as the action event. This allows you to add the new contact details received from Monday Sales CRM as a subscriber in MailerLite.

To connect your MailerLite account, you will need to enter your API token. You can find this token in your MailerLite account under the Integrations section. Generate a new token if you do not have one and copy it into Pabbly Connect to establish the connection.

• Enter the API token from MailerLite into Pabbly Connect.
• Map the email address from the Monday Sales CRM response to the subscriber email field.
• Set the subscriber status to active and choose the appropriate group.

After mapping the necessary fields, click on ‘Save and Send Test Request’. This action will send the new subscriber details to MailerLite, confirming that everything is working as intended.

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5. Testing the Integration Workflow

With the setup complete, it’s time to test the integration between Monday Sales CRM and MailerLite using Pabbly Connect. Add another new contact in your Monday Sales CRM, for example, ‘Dummy Contact’, and ensure all details are filled out correctly.

Once the contact is created, check your MailerLite account to confirm that this new subscriber has been added successfully. You should see the same details reflected in MailerLite, indicating that the automation is functioning perfectly.

By following these steps, you can automate the process of adding new contacts from Monday Sales CRM to MailerLite, saving you time and effort. You can also explore other integrations using Pabbly Connect to streamline your workflows further.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Monday Sales CRM contacts into MailerLite as subscribers. By setting up triggers and actions correctly, you can enhance your marketing efforts efficiently.

Learn how to integrate GoHighLevel and ActiveCampaign using Pabbly Connect. Follow our step-by-step guide to automate contact creation seamlessly. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

In this section, we will discuss how to access Pabbly Connect to set up the integration between ActiveCampaign and GoHighLevel. First, navigate to the Pabbly website and sign up for a new account or log in if you are an existing user.

Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to access the dashboard where you can create workflows. This is the central hub for managing your integrations.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. You will be prompted to choose a folder for saving your workflow and to name the workflow.

• Select the folder named ‘Automations’.
• Name your workflow as ‘GoHighLevel Contacts for Tagged ActiveCampaign Contact’.

After naming your workflow, click on the ‘Create’ button. This opens the workflow window, where you will set up the trigger and action for your automation.

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3. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger in Pabbly Connect. Select ActiveCampaign as the trigger application and choose the event ‘Contact Tag Added’ as the trigger event. This means that whenever a tag is added to a contact in ActiveCampaign, it will trigger the workflow.

Next, click on ‘Connect’ and choose to add a new connection. You will need to provide your ActiveCampaign API key and URL, which you can find in your ActiveCampaign account under Settings > Developer. Ensure to remove ‘https://’ from the URL before saving.

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4. Configuring the Action in Pabbly Connect

For the action step, select GoHighLevel as the action application and choose ‘Create or Update Contact’ as the action event. Click on ‘Connect’ again and add a new connection by entering your GoHighLevel API key. using Pabbly Connect

After connecting, you will need to map the details from the ActiveCampaign trigger to the GoHighLevel action. This includes mapping the first name, last name, email, phone number, and the tag. Make sure to format the tag correctly by placing it within quotation marks.

• Map the first name and last name from the trigger response.
• Map the email and phone number accordingly.
• Finally, map the tag as ‘GoHighLevel’.

Click on ‘Save and Send Test Request’ to test the integration. You should receive a positive response indicating that a new contact has been created in GoHighLevel.

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5. Testing the Integration with ActiveCampaign

To ensure that your workflow is functioning correctly, go back to your ActiveCampaign account and tag a contact. This action will trigger the workflow you set up in Pabbly Connect.

After tagging the contact, check your GoHighLevel account to confirm that the new contact has been created. This verifies that the integration between ActiveCampaign and GoHighLevel through Pabbly Connect is successful.

By following these steps, you can automate the process of creating contacts in GoHighLevel whenever a tagged contact is added in ActiveCampaign, streamlining your workflow efficiently.

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Conclusion

This tutorial demonstrates how to integrate ActiveCampaign with GoHighLevel using Pabbly Connect. By setting up triggers and actions, you can automate contact creation effectively, ensuring your workflows run seamlessly.

Learn how to add students in ThriveCart Learn automatically using Pabbly Connect with Swipe Pages. Follow this detailed tutorial for seamless integration. 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

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1. Accessing Pabbly Connect for Integration

To begin integrating Swipe Pages with ThriveCart Learn, access Pabbly Connect. This platform is essential for automating the process of adding students from orders received via Swipe Pages.

Start by visiting the Pabbly website. If you don’t have an account, you can easily sign up for free. Once signed in, navigate to the Pabbly Connect dashboard by clicking the ‘Access Now’ button. This will take you to the workflow section where you can create a new integration.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to manage the process of adding students automatically. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Add Student in ThriveCart Learn on Swipe Pages Sale’.

• Select the folder where you want to save your workflow.
• Set up the trigger application as Swipe Pages.
• Choose ‘New Order’ as your trigger event.

After setting the trigger, you will need to connect Swipe Pages with Pabbly Connect using the provided webhook URL. This URL acts as a bridge for data transfer between the two applications.

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3. Setting Up Swipe Pages for Data Transfer

Next, configure your Swipe Pages account to send data to Pabbly Connect. Create a landing page for your course and set up the integration by clicking on ‘Get Started’.

• Name your workflow in Swipe Pages, for example, ‘ThriveCart Courses’.
• Select the trigger for order processing.
• Map the required order details such as full name, email, and shipping address.

Once you have set up the webhook and mapped the necessary fields, run a test to ensure that data is being sent correctly to Pabbly Connect.

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4. Adding a Student in ThriveCart Learn Using Pabbly Connect

Now that your webhook is set up, it’s time to add a student in ThriveCart Learn using Pabbly Connect. For this, select ThriveCart as your action application and choose ‘Create New Student’ as your action event.

To connect ThriveCart with Pabbly Connect, you will need an API key from your ThriveCart account. Navigate to the settings in ThriveCart, create a new API key, and paste this key into Pabbly Connect to establish the connection.

Input the email address of the student using the mapped data from Swipe Pages. Specify the course ID for the Java course. Complete the required fields and save the configuration.

After saving, run a test request to verify that the student has been successfully added to your ThriveCart course.

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5. Finalizing the Integration and Testing

With the setup complete, return to Pabbly Connect to finalize the integration. Monitor the data received from Swipe Pages to ensure that all information is correct and is being processed as expected.

To test the integration, create a new order in your Swipe Pages account. Fill in the order details and complete the payment process. Once the order is successful, check ThriveCart to confirm that the student has been added automatically.

By following these steps, you can successfully automate the process of adding students in ThriveCart Learn using Pabbly Connect and Swipe Pages. This integration not only saves time but also enhances the efficiency of managing course enrollments.

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Conclusion

This tutorial detailed how to leverage Pabbly Connect to add students in ThriveCart Learn automatically when new orders are placed through Swipe Pages. By following the steps outlined, you can streamline your course management process effectively.

Learn how to send Calendly appointment booking links via Gmail from Typeform submissions using Pabbly Connect. Step-by-step tutorial included! 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 Integration

To send the Calendly appointment booking link via email from a Typeform submission, we will use Pabbly Connect. First, access your Pabbly Connect account by signing in. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. Name it ‘Send Calendly Appointment Booking Link on Mail from Typeform Submission’ and choose the folder you want to save it in.

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2. Configuring Trigger Event with Typeform

In this step, we will configure the trigger event in Pabbly Connect. Select Typeform as your trigger application. The specific trigger event will be set to ‘New Entry’, which activates whenever a new form submission is made.

• Select Typeform from the application list.
• Choose ‘New Entry’ as the trigger event.
• Click on ‘Connect’ to establish a connection with Typeform.

Once connected, select the specific Typeform you created for appointment bookings. After selecting the form, click ‘Save’ and then ‘Send Test Request’ to ensure the connection is successful. This will allow Pabbly Connect to capture the details from the Typeform submission.

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3. Setting Up Action Event with Gmail

Now that the trigger is configured, we will set up the action event in Pabbly Connect. Choose Gmail as your action application and select ‘Send Email’ as the action event. This step will enable you to send the appointment booking link via email.

To connect Gmail to Pabbly Connect, click on ‘Connect’ and sign in to your Gmail account. After successful authorization, you will be prompted to fill in the email details. This includes the recipient’s email address, which can be mapped from the Typeform response.

• Map the recipient email address from the Typeform submission.
• Set the email subject, e.g., ‘Aroma Therapy Welcomes [Name]’.
• Compose the email content, including the Calendly booking link.

Once all fields are filled, click ‘Save’ and ‘Send Test Request’ to verify that the email is sent correctly. You should receive a confirmation that the email was sent successfully.

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4. Finalizing the Integration and Testing

With both the trigger and action set up in Pabbly Connect, it’s time to finalize the integration. Ensure that all mappings are correct, especially the recipient email address and personalized content in the email.

To test the entire workflow, submit a new entry in your Typeform. This will trigger the workflow in Pabbly Connect, capturing the details and sending the email with the Calendly booking link. Check your Gmail to confirm that the email has been received.

Make sure to monitor the response in Pabbly Connect to ensure that the data is being captured correctly. This step is crucial for confirming that the integration works as intended. If any issues arise, revisit the settings in both Typeform and Gmail through Pabbly Connect.

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Conclusion

By following these steps, you can successfully send a Calendly appointment booking link via email from Typeform submissions using Pabbly Connect. This integration streamlines the process, ensuring that every form submission results in an automated email response with the booking link.

Learn how to integrate Facebook Leads with WhatsApp messages using Pabbly Connect for your news agency. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to your Facebook leads, the first step is to access Pabbly Connect. Start by signing up or logging into your Pabbly Connect account. If you’re new to Pabbly, you can sign up for free and get 100 tasks each month.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on Pabbly Connect to begin the integration process. This platform will facilitate the connection between Facebook Leads and WhatsApp Cloud API.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for organization. Name your workflow something like ‘Facebook Lead Ads to WhatsApp for News Agency’.

• Click on the ‘Create’ button to initiate the workflow.
• This will open a new window where you can set up your trigger and action.

In this workflow, the trigger will be set to Facebook Leads, and the action will be WhatsApp Cloud API. This setup allows you to send automated WhatsApp messages to leads captured through Facebook.

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3. Setting Up Facebook Leads Trigger

In the workflow window, select Facebook as your trigger application and choose the event as ‘New Lead Instant’. This ensures that every time a new lead is generated, the automation will trigger immediately. using Pabbly Connect

Next, click on ‘Connect’ to establish a connection with your Facebook account. If you have an existing connection, select it; otherwise, create a new one by logging into your Facebook account and allowing necessary permissions.

• Select your Facebook page (e.g., Mega News).
• Choose the lead form you want to use (e.g., News Agency).

Finally, click on ‘Save and Send Test Request’ to test the connection. Pabbly Connect will wait for a webhook response, indicating that your Facebook leads have been successfully captured.

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4. Configuring WhatsApp Cloud API Action

Once the trigger is set, the next step is to configure the action using WhatsApp Cloud API. Select WhatsApp Cloud API as your action application and choose the action event ‘Send Template Message’. using Pabbly Connect

Click ‘Connect’ to link your WhatsApp Cloud API account. You will need to provide the token, phone number ID, and WhatsApp Business Account ID. These can be found in your Meta for Developers account.

Copy the temporary access token and paste it into Pabbly Connect. Select the message template you want to use for sending messages.

Map the recipient’s mobile number and message body from the previous step to personalize the message sent to your leads. Click ‘Save and Send Test Request’ to ensure everything is working correctly.

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5. Testing and Finalizing the Integration

To test the integration, generate a dummy lead using the Facebook Lead Ads testing tool. Fill out the form with dummy details and submit it. This action will trigger the workflow you set up in Pabbly Connect.

Check your WhatsApp to see if you received the automated message. If successful, you will see a personalized message sent to the mobile number provided in the lead form. This confirms that your integration is working as intended.

Repeat the test process to ensure reliability. Each time you submit a new lead, you should receive an automated WhatsApp message, demonstrating the efficiency of Pabbly Connect in automating communication with your leads.

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Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to send WhatsApp messages to Facebook leads. By following the steps outlined, you can automate your communication process and enhance your lead engagement.

Learn how to send automated WhatsApp messages to Facebook leads for your handloom business using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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

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Accessing Pabbly Connect for Your Handloom Business

To send WhatsApp messages to Facebook leads for your handloom business, you first need to access Pabbly Connect. This platform allows you to create automated workflows between various applications, including Facebook and WhatsApp.

Start by visiting the Pabbly website. If you are new, click on ‘Sign Up for Free’ to create an account. Existing users should select ‘Sign In’ to access their dashboard. Once logged in, navigate to the Pabbly Connect application to begin the integration process.

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Creating a Workflow with Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this tutorial, name the workflow ‘Facebook Lead Ads to WhatsApp for Handloom Business’ and select the appropriate folder.

Once you have named your workflow, click on the ‘Create’ button. This will take you to the workflow window where you can set up the trigger and action. The trigger will be Facebook Lead Ads, and the action will be sending a WhatsApp message.

• Name your workflow appropriately
• Select a folder for your workflow
• Click ‘Create’ to proceed

This setup is crucial as it defines how Pabbly Connect will automate the process of sending WhatsApp messages to your leads.

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Setting Up the Trigger for Facebook Lead Ads

In the workflow window, select ‘Facebook Lead Ads’ as your trigger app. Choose the trigger event as ‘New Lead Instant’ to ensure that every time a new lead is captured, an automated WhatsApp message is sent.

Next, click on the ‘Connect’ button. You will need to add a new connection or select an existing one. If this is your first time, click on ‘Add New Connection’, then log into your Facebook account and grant the necessary permissions. After successfully connecting your Facebook account, choose the page and the lead form you want to use for this integration.

• Select ‘Facebook Lead Ads’ as the trigger app
• Choose ‘New Lead Instant’ for the trigger event
• Connect your Facebook account and select your page

Completing this step ensures that Pabbly Connect captures new leads effectively, allowing for seamless WhatsApp messaging.

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Configuring Action to Send WhatsApp Message

After setting up the trigger, it’s time to configure the action. Select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ to link your WhatsApp account with Pabbly Connect.

You will need to input your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID. Make sure to have these details ready from your WhatsApp Cloud API setup. After entering the required information, click ‘Save’ to establish the connection.

Choose ‘WhatsApp Cloud API’ as the action app Select ‘Send Template Message’ for the action event Enter the necessary API credentials and click ‘Save’

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Testing the Integration and Confirming Success

Once your action has been set up, it’s essential to test the integration. Go back to your Facebook Lead Ads and generate a test lead. After submitting the test lead, Pabbly Connect should capture the lead information and trigger the WhatsApp message.

Check your WhatsApp to confirm that the message has been sent successfully. You should see the personalized message based on the template you set up. If everything works as expected, your integration is successful!

Generate a test lead through Facebook Lead Ads Verify that the WhatsApp message is received Ensure the message is personalized correctly

By following these steps, you can effectively use Pabbly Connect to automate your communications with leads, enhancing your handloom business’s customer engagement.

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Conclusion

In conclusion, using Pabbly Connect to send WhatsApp messages to Facebook leads for your handloom business is a straightforward process. By following the steps outlined in this tutorial, you can automate your lead communication effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

• Check out Pabbly Connect – Automate your business workflows effortlessly!
• Sign Up Free – Start your journey with ease!
• 10,000+ Video Tutorials – Learn step by step!
• Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

This integration not only saves time but also ensures that you maintain a strong connection with your leads, ultimately enhancing your business growth.

Learn how to send automated WhatsApp messages to your counseling business Facebook leads using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Automation

To begin sending WhatsApp messages to your counseling business Facebook leads, you first need to access Pabbly Connect. Sign in to your account or create a new one for free to start using the automation features. Pabbly Connect allows you to integrate various applications seamlessly.

Once logged in, navigate to the dashboard where you can see all Pabbly applications. Click on Pabbly Connect to initiate the process. This integration will connect Facebook Lead Ads with WhatsApp, allowing you to automate message sending.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this tutorial, name your workflow ‘Facebook Lead Ads to WhatsApp for Counseling Business’ and save it in the appropriate folder.

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

By setting up this trigger, you ensure that whenever a new lead is generated, an automated WhatsApp message will be sent immediately. This is crucial for timely engagement with your leads.

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3. Connecting Facebook Lead Ads to Pabbly Connect

In this step, you will connect your Facebook Lead Ads account to Pabbly Connect. Click on ‘Connect’ after selecting your trigger event. If you’ve not connected your Facebook account before, choose ‘Add a New Connection’ to proceed.

After selecting your Facebook account, you will need to specify the Facebook page and lead form. For the page, select ‘Mindful Solutions’ and for the form, choose ‘Counseling Lead Ads Form’. This ensures that only leads from this specific form will trigger the WhatsApp message automation.

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4. Testing the Facebook Lead Ads Connection

Once your Facebook Lead Ads are connected, click on ‘Save and Send Test Request’. Pabbly Connect will wait for a webhook response from Facebook, indicating a new lead has been created. You can create a dummy lead using the Facebook Lead Ads testing tool to simulate this response.

• Open the Meta for Developers site and navigate to the Lead Ads Testing Tool.
• Select ‘Mindful Solutions’ and the ‘Counseling Lead Ads Form’.
• Submit the dummy lead details.

After submitting, check Pabbly Connect to confirm that the dummy lead has been captured successfully. This verifies that your trigger setup is working correctly.

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5. Connecting WhatsApp Cloud API to Send Messages

With your Facebook Lead Ads trigger working, it’s time to set up the action to send WhatsApp messages. Select ‘WhatsApp Cloud API’ as your action application in Pabbly Connect. Choose the action event as ‘Send Template Message’ and click on ‘Connect’.

You will need to enter your WhatsApp Cloud API credentials, including the token, phone number ID, and WhatsApp business account ID. These details can be obtained from your API setup on the Meta for Developers site. Ensure that you copy and paste these accurately into Pabbly Connect.

After entering the credentials, select the template you wish to use for the WhatsApp message. Map the recipient’s mobile number and personalize the message using variables from the lead data captured earlier. Finally, click on ‘Save and Send Test Request’ to send a test message.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for your counseling business Facebook leads. By following these steps, you can enhance your lead engagement and streamline communication effectively.

Learn how to integrate Facebook Leads with Google Sheets for your paper and packaging business 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 Integration

To begin integrating Facebook leads into Google Sheets, you need to access Pabbly Connect. Start by signing in to your Pabbly account. If you are new, you can sign up for free and get 100 tasks monthly.

Once signed in, navigate to the Pabbly dashboard. Here, you will see multiple tools offered by Pabbly. Click on Pabbly Connect to initiate the integration process. This tool allows you to connect Facebook lead ads to Google Sheets seamlessly.

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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. You will be prompted to name your workflow and choose a folder. Name your workflow something like ‘Facebook Leads to Google Sheets for Packaging Business’ and select your desired folder.

• Name your workflow appropriately.
• Choose a suitable folder for organization.

Once you have named and saved your workflow, you will be directed to the trigger and action setup window. Here, you will set Facebook lead ads as the trigger application, and Google Sheets as the action application.

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3. Setting Up Trigger and Action in Pabbly Connect

In the trigger section, select Facebook lead ads and the event as ‘New Lead Instant’. This ensures that every time a new lead is generated, it is captured immediately by Pabbly Connect. For the action, choose Google Sheets and select the event ‘Add a New Row’.

• Trigger: Facebook Lead Ads
• Action: Google Sheets
• Event: New Lead Instant and Add a New Row

After setting up the trigger and action, connect your Facebook account to Pabbly Connect. This is done by clicking ‘Connect’, then ‘Add New Connection’, and selecting your Facebook page and lead form.

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4. Testing the Integration with Dummy Data

To ensure that everything is functioning correctly, you will need to test the integration. After connecting your Facebook lead ads, go to the Lead Ads Testing Tool. Select your Facebook page and lead form, and fill in the dummy data.

Select your Facebook page and lead form. Enter dummy details like name, email, and phone number.

Submit the form, and Pabbly Connect will capture this lead. You should see a positive response indicating that the lead has been captured successfully. This confirms that the integration is working as intended.

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5. Finalizing the Setup and Verifying Data in Google Sheets

After successfully testing the integration, you will need to finalize the action step in Pabbly Connect. Connect your Google Sheets account and map the necessary fields such as name, email, and phone number from the trigger data.

Map the name, email, and phone number fields. Ensure the spreadsheet and sheet names are correctly selected.

Once mapping is complete, click on ‘Save and Send Test Request’. Check your Google Sheets to verify that the dummy data has been added correctly. This confirms that the integration between Facebook leads and Google Sheets via Pabbly Connect is successful.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to automatically add Facebook leads to Google Sheets for your paper and packaging business. This integration streamlines your lead management process, ensuring that your sales team can quickly follow up with potential customers.

Learn how to automate WhatsApp messages to Facebook leads for your biotechnology company using Pabbly Connect. Step-by-step guide included. 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 Automation

To send WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website. Here, you will find options to sign in or sign up for free. If you are a new user, click on ‘Sign Up Free’ to create an account and get 100 free tasks monthly. Existing users can simply log in.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, locate and click the ‘Create Workflow’ button on the top right corner. This is where you will set up the automation process for sending WhatsApp messages whenever a new lead is generated from Facebook.

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2. Creating a Workflow in Pabbly Connect

In the workflow dialog, name your workflow, such as ‘Bio Plus Facebook Lead Ads to WhatsApp Message’. Select the appropriate folder for organization, then click ‘Create’. This action sets the stage for your automation, where the trigger will be Facebook Lead Ads and the action will be WhatsApp messages.

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

Now, set up your trigger by selecting Facebook Lead Ads as the application and ‘New Lead Instant’ as the trigger event. This ensures that every time a new lead is generated, Pabbly Connect captures the response immediately.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To connect your Facebook Lead Ads to Pabbly Connect, click on the ‘Connect’ button. If you have not connected your Facebook account yet, select ‘Add New Connection’. After establishing the connection, choose the Facebook page you want to use, such as ‘Biop Plus’.

Next, select the lead generation form you created in Meta Business Suite. This is crucial as it specifies which leads Pabbly Connect will capture. After making your selections, click ‘Save and Send Test Request’ to test the connection.

• Select your Facebook page from the dropdown.
• Choose the lead form you want to capture leads from.
• Click ‘Save and Send Test Request’ to validate the connection.

After this, Pabbly Connect will wait for a webhook response, indicating that the setup is ready for testing.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

Next, you will set up the action application, which is the WhatsApp Cloud API. Choose ‘Send Template Message’ as your action event. Click ‘Connect’ and select ‘Add New Connection’. Here, you will need to enter your WhatsApp Cloud API account details, including the temporary access token, phone number ID, and WhatsApp business account ID.

Make sure to copy these details from your WhatsApp Cloud API setup in Meta for Developers. Once all details are filled in, click ‘Save’. Now, you will need to select your message template that you previously created for WhatsApp messages.

Select ‘Send Template Message’ as the action event. Enter your WhatsApp Cloud API details accurately. Choose your message template from the dropdown.

Ensure that you have created a message template that includes variables for personalization. This way, whenever a new lead is generated, Pabbly Connect will automatically fill in the lead’s name in the message.

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5. Testing the Integration with Pabbly Connect

To test the integration, you will need to submit a new lead through the Facebook Lead Ads tool. First, delete any existing leads to allow for new submissions. Once done, refresh the window and select your page and form again. Submit a new lead with dummy data and your actual phone number to receive the WhatsApp message.

After submitting, check your WhatsApp for the message. If everything is set up correctly, you should receive a personalized message confirming the lead’s interest. This confirms that Pabbly Connect has successfully automated the process from Facebook Lead Ads to WhatsApp messaging.

Delete any previous leads before testing. Submit a new lead with your actual phone number. Check WhatsApp for the automated message.

This final step verifies that the integration is functioning as intended, allowing you to automate WhatsApp messages to your leads effectively.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to Facebook leads for your biotechnology company. By following these steps, you can automate your communication process, ensuring timely engagement with potential customers.