Author: Rajpal Tomar

Learn how to integrate Pabbly Connect with popular CRM platforms like Salesforce, HubSpot, and Zoho. Follow this detailed tutorial for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for CRM Integration

Pabbly Connect is an integration and automation software that allows you to connect various applications seamlessly. By using Pabbly Connect, you can automate tasks between your CRM software and popular third-party applications like Google Sheets, WhatsApp, and more.

Integrating your CRM with Pabbly Connect provides significant advantages. It enables automatic data transfer, saving time and reducing manual work, which ultimately boosts productivity and sales.

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2. Setting Up Pabbly Connect for Google Forms and Zoho CRM

To begin integrating Google Forms with Zoho CRM using Pabbly Connect, first log in to your Pabbly Connect account. If you don’t have an account, you can create a free one in just two minutes.

Once logged in, follow these steps to create your workflow:

• Click on the blue ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Connect Google Forms and Zoho CRM’).
• Select the folder for your workflow.

After creating the workflow, you will see two boxes: one for the trigger and one for the action.

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3. Connecting Google Forms with Pabbly Connect

In the trigger box, select Google Forms as your application. Choose the trigger event as ‘New Response Received’. This means that every time a new response is submitted, it will trigger the action in Zoho CRM.

Next, connect Google Forms to Pabbly Connect by following these steps:

• Create a new Google Sheets document linked to your form.
• Copy the webhook URL provided by Pabbly Connect and paste it into the Google Sheets add-on.
• Set the trigger column to the final data column.

Once you have set this up, every time a response is submitted, the data will be sent to Pabbly Connect.

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4. Sending Data to Zoho CRM via Pabbly Connect

After successfully connecting Google Forms, the next step is to set the action in Pabbly Connect to send data to Zoho CRM. Choose Zoho CRM as your action application and select the action event as ‘Add Contact’.

Connect Zoho CRM to Pabbly Connect by entering your Zoho domain and granting the necessary permissions. Then, map the data fields from Google Forms to the corresponding fields in Zoho CRM:

Map the first name, last name, and email fields. Ensure that all required fields are filled.

Once the mapping is complete, click ‘Save and Send Test Request’ to create a contact in Zoho CRM automatically.

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5. Finalizing Your Workflow in Pabbly Connect

After testing the connection, review your Zoho CRM to ensure the new contact has been created successfully. With Pabbly Connect, you can now automate the process of adding new contacts from Google Forms to Zoho CRM.

To ensure continuous operation, enable the ‘Send on Event’ option in your workflow settings. This will allow new data entries in Google Sheets to trigger the automation automatically.

By using Pabbly Connect, you can integrate multiple applications and streamline your business processes effectively. This integration not only saves time but also enhances your operational efficiency.

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Conclusion

In this tutorial, you learned how to integrate Pabbly Connect with popular CRM platforms like Zoho CRM using Google Forms. This integration streamlines data transfer and automates processes, ultimately enhancing productivity.

Learn how to integrate WhatsApp, Automation, API, Simply, Box, HubSpot, Facebook, AI Sensei, and Channel Channel to automate messaging for new Facebook leads. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

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1. WhatsApp Integration with Facebook Leads

WhatsApp integration is essential for businesses looking to automate communication with leads generated from Facebook. In this case, we aim to send automated WhatsApp messages to new leads captured via Facebook lead ads. This integration ensures timely responses to potential customers, enhancing engagement and conversion rates.

To set up this automation, you will utilize Pabbly Connect as your integration platform. The process begins by creating a workflow that connects Facebook lead ads to WhatsApp messaging. This connection is crucial for ensuring that every new lead is promptly followed up with an automated message.

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2. Setting Up the Workflow in Pabbly Connect

To begin the integration, log into your Pabbly Connect account. If you are new, you can sign up for free and receive 100 tasks monthly. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to start.

• Name your workflow: ‘Send Automated WhatsApp Messages to Facebook Leads’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Once the workflow is created, you will be prompted to set up the trigger and action applications. Here, select Facebook lead ads as the trigger application and choose ‘New Lead Instant’ as the trigger event. This setup ensures that every time a new lead is generated, the workflow activates automatically.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Connecting Facebook lead ads to Pabbly Connect is a straightforward process. Click on the connect button for Facebook lead ads, and ensure you are logged into your Facebook account. Once connected, the authorization should be successful, allowing you to proceed with the integration.

Next, select the Facebook page associated with your business and the lead generation form. For example, if your page is named ‘My Tour Guide,’ you will select this page and the corresponding lead form, such as ‘New Lead Contact Form.’ After making these selections, click on ‘Save’ and then on ‘Send Test Request’ to confirm the connection.

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4. Creating a Contact in HubSpot

After successfully capturing the lead details from Facebook, the next step is to create a contact in HubSpot. For this, you need to connect Pabbly Connect with HubSpot. Click on the connect button and log into your HubSpot account. Once connected, you will be able to map the lead details from Facebook into HubSpot.

• Map the first name, last name, email, and phone number from the Facebook response.
• Set the lead status to ‘New’ for tracking purposes.
• Click on ‘Save’ and test the request to ensure the contact is created successfully.

Once the contact is created in HubSpot, you will receive a confirmation response indicating that the lead from Facebook has been successfully added to your CRM.

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5. Sending WhatsApp Message Using Vati

Now that you have created a contact in HubSpot, the final step is to send an automated WhatsApp message to the lead using Vati. To do this, establish a connection between Vati and Pabbly Connect. You will need to enter the API endpoint and access token provided in your Vati account.

After connecting, map the WhatsApp number from the lead details and select the template you created for messaging, such as ‘Travel Tourism.’ Ensure to customize the message with the lead’s name using variables. This personalization enhances engagement with your leads.

Finally, click on ‘Save’ and test the request. A positive response indicates that the automated WhatsApp message has been successfully sent to the lead, completing the integration process.

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Conclusion

This tutorial demonstrated how to automate WhatsApp messages for new leads from Facebook using HubSpot integration. By utilizing WhatsApp, Automation, and API connections, businesses can streamline their communication processes, ensuring timely follow-ups and improved customer engagement.

Learn how to automate WhatsApp messages to Facebook leads for your bakery using Pabbly Connect. Follow our detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Setting Up WhatsApp and Facebook Lead Ads Integration

To send automated WhatsApp messages to leads generated through Facebook ads, start by integrating Pabbly Connect with WhatsApp and Facebook. This integration allows you to automate responses to new leads effectively.

Begin by signing into your Pabbly Connect account. If you are a new user, click on the ‘Sign up for free’ button to avail 100 tasks for free every month. Once logged in, navigate to the dashboard.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for automating the process. In Pabbly Connect, click on the ‘Create Workflow’ button located in the upper right corner of the dashboard. Name your workflow, for example, ‘Send Automated WhatsApp Message to Facebook Leads’.

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

After creating the workflow, you will see options for selecting a trigger and an action. Set Facebook Lead Ads as the trigger application and choose the event as ‘New Lead in Instant’. This setup ensures that every time a new lead comes in, the automation will kick off.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Now, it’s time to connect Facebook Lead Ads to Pabbly Connect. Click on the ‘Connect’ button next to the Facebook Lead Ads trigger. You will be prompted to log into your Facebook account, allowing Pabbly Connect access to your lead data.

Once connected, select the Facebook page associated with your bakery, such as ‘More Than Bakery’, and choose the lead form, for instance, ‘New Leads Form’. This selection ensures that leads generated from this specific form will trigger the WhatsApp messages.

• Click ‘Save and Send Test Request’ to capture the lead data.
• This action will wait for a webhook response, so prepare for a test submission.

To perform a test submission, navigate to the Meta for Developers site and use the Lead Ads Testing Tool. Select your page and lead form, fill in the required details, and submit the form to verify the integration.

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4. Sending Automated WhatsApp Messages

After confirming that the lead data is captured, the next step is to send automated WhatsApp messages using Pabbly Connect. For this, you will integrate WhatsApp via the Interact application.

Click on the ‘Connect’ button next to the action application. Enter the secret key from your Interact account under the developer settings. This establishes the necessary connection between Pabbly Connect and WhatsApp.

Map the phone number from the lead data to the WhatsApp message field. Set the template code name and language code (e.g., English).

Ensure that the body of the message includes personalized elements, such as the lead’s name, to enhance customer engagement. Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to confirm that the WhatsApp message is sent successfully.

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5. Conclusion

In conclusion, automating WhatsApp messages for your bakery leads using Pabbly Connect is a straightforward process. By integrating WhatsApp and Facebook Lead Ads, you can ensure timely communication with potential customers.

This integration allows you to manage leads efficiently and enhance customer interaction, ultimately driving sales for your bakery. Start automating your processes today for better engagement and success!

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Learn how to automate the process of adding Facebook page posts to Google Sheets using Now and Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

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1. Setting Up Integration with Now

Now is the application we will use to automate the process of posting details from Facebook to Google Sheets. First, we need to access the Now platform by visiting the Pabbly website. Once there, you can either sign in or create a new account if you don’t have one.

After logging in, click on the ‘Access Now’ button under the Pabbly Connect section. This will take you to the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will then name your workflow, for example, ‘Add Facebook Page Post to Google Sheets,’ and select a folder to save it in.

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2. Configuring Facebook Page Trigger

The next step involves setting up the trigger for our workflow. The trigger application will be Facebook, and the event will be a new post. Select Facebook from the trigger application options. using Pabbly Connect

To configure the trigger, you will need to connect your Facebook account. Click on ‘Add New Connection’ and log into your Facebook account to grant access. After successfully connecting, map your Facebook page, which in this case is called ‘Test Page.’ This mapping allows Now to recognize the specific page from which to pull data.

• Select Facebook as the trigger application.
• Choose the event as ‘New Post’.
• Connect your Facebook account to Now.
• Map your Facebook page to retrieve data.

Once the mapping is done, save your settings and test the connection. After posting something on your Facebook page, check back to see if the response is captured in Now.

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3. Adding Google Sheets Action

Now that we have our trigger set up, the next step is to configure the action, which will be Google Sheets. Select Google Sheets as the action application and choose the event ‘Add New Row’. using Pabbly Connect

To connect your Google Sheets account, click on ‘Add New Connection’ and sign in with your Google account. After allowing access, choose the specific spreadsheet where you want to store the Facebook post details. In this case, the spreadsheet is named ‘Facebook Post’ with columns for post ID, post link, post type, and post caption.

• Select Google Sheets as the action application.
• Choose the action event ‘Add New Row’.
• Connect your Google account.
• Select the ‘Facebook Post’ spreadsheet.

Map the fields from the Facebook post, including post ID, post link, post type, and post caption. This mapping ensures that the correct data is transferred from Facebook to Google Sheets.

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4. Testing the Integration

After setting up both the trigger and action, it’s important to test the integration to ensure it works correctly. First, make a new post on your Facebook page. For example, post a photo with a caption like ‘Capturing the Moments of Life.’ Once the post is live, return to Now to check if the response is received. using Pabbly Connect

If the integration is working, you should see the details of your Facebook post captured in the Now interface. This includes the post ID, link, type, and caption. After confirming the data is received, proceed to check your Google Sheets.

Upon reviewing your Google Sheets, you should find a new row populated with the details of the Facebook post. This confirms that the integration between Facebook and Google Sheets via Now is functioning as expected.

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5. Conclusion

In this tutorial, we demonstrated how to integrate Facebook page posts with Google Sheets using Now and Pabbly Connect. By following the steps outlined, you can automate the process of recording your Facebook posts in Google Sheets effortlessly.

This integration not only saves time but also helps in managing your social media content efficiently. Now, you can focus on creating engaging content while the automation takes care of organizing your posts in Google Sheets.

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Learn how to automate the process of updating contacts in Zoho CRM from Google Forms submissions using Pabbly Connect. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms to Zoho CRM Integration

To begin the integration process, you need to access Pabbly Connect. First, create a free account on Pabbly Connect if you haven’t done so already. Once logged in, navigate to the dashboard where you will create a new workflow.

Click the blue button labeled ‘Create Workflow’, then name your workflow something like ‘Update Existing Contact in Zoho CRM from Google Form Submission’. After selecting the appropriate folder, click on ‘Create’. This sets up the initial framework for your automation.

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2. Setting Up Google Forms as the Trigger Application in Pabbly Connect

In this step, you will configure Google Forms as the trigger application in Pabbly Connect. Select Google Forms and choose the trigger event as ‘New Response Received’. This means that every time a new form is submitted, it will trigger the workflow.

• Select ‘New Response Received’ as the trigger event.
• Copy the generated Webhook URL provided by Pabbly Connect.
• Paste this URL into your Google Sheets associated with the Google Form.

After pasting the Webhook URL, ensure to set the trigger column to the last data entry column, which is usually column F. This will ensure that the automation activates whenever a new response is received.

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3. Connecting Zoho CRM to Pabbly Connect for Contact Updates

Next, you’ll connect Pabbly Connect to Zoho CRM. In the action application, search for Zoho CRM and select it. Choose the action event as ‘Search a Contact’ to check if the contact already exists in Zoho CRM based on the email address provided in the Google Form submission.

Click on ‘Connect’, then create a new connection. You will need to enter your Zoho domain and authorize Pabbly Connect to access your Zoho CRM account. Once connected, map the email field from the Google Forms response to search for the contact in Zoho CRM.

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4. Defining Automation Routes for Existing and New Contacts

Now, you need to set up conditional logic in Pabbly Connect to handle both existing and new contacts. Use the ‘Router’ feature to create two paths: one for when the contact exists and another for when it does not.

• First route: If the email exists, set the action to ‘Update Contact’ in Zoho CRM.
• Second route: If the email does not exist, set the action to ‘Create Contact’ in Zoho CRM.

For each route, ensure you map the necessary fields such as first name, last name, email, and phone number from the Google Forms submission to the corresponding fields in Zoho CRM.

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5. Testing and Activating Your Pabbly Connect Workflow

After setting up the routes, it’s crucial to test your workflow in Pabbly Connect. Submit a test response through your Google Form to verify if the data is correctly sent to Zoho CRM. Check both scenarios: when the contact exists and when it does not.

Once you confirm that the automation works as intended, activate the workflow. From now on, every time a new submission is made in Google Forms, Pabbly Connect will automatically update or create contacts in Zoho CRM based on the provided information.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of updating contacts in Zoho CRM from Google Forms submissions. By following these steps, you can efficiently manage your contacts with real-time updates and reduce manual entry tasks.

Learn how to automate adding Facebook leads to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless 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 Google Sheets, first, access Pabbly Connect. This platform enables seamless automation between applications, making it easy to manage leads effectively.

Visit the Pabbly website and sign in or create a new account. Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that connect different applications like Facebook and Google Sheets.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is essential for automating the lead integration process. Click on the ‘Create Workflow’ button to begin. using Pabbly Connect

• Name your workflow according to your objective, e.g., ‘Add Stationery Business Lead to Google Sheets’.
• Select a folder to save your workflow, such as ‘Home’.
• Click on ‘Create’ to proceed.

This action sets up the workflow interface where you will define triggers and actions, specifically using Facebook Leads as the trigger and Google Sheets as the action.

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3. Setting Up Facebook Leads as Trigger in Pabbly Connect

To automate lead management, set Facebook Leads as the trigger in your workflow. In the trigger application section, select ‘Facebook Lead Ads’ as the application. using Pabbly Connect

Choose the trigger event as ‘New Lead Instant’. Connect your Facebook account by clicking on ‘Connect’ and follow the prompts to authorize access. Once connected, select your Facebook page and lead generation form from the dropdown menus.

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4. Mapping Lead Details to Google Sheets

After setting the trigger, the next step involves mapping the lead details to Google Sheets. Choose Google Sheets as the action application and select ‘Add New Row’ as the action event. using Pabbly Connect

• Connect your Google Sheets account by clicking on ‘Add New Connection’.
• Allow access to your Google account.
• Select the spreadsheet where you want to add the lead details.

Map the fields such as first name, last name, email, and phone number from the Facebook lead to the corresponding columns in Google Sheets. This ensures that every new lead from Facebook is automatically recorded in your spreadsheet.

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5. Testing the Integration and Finalizing the Setup

After mapping, it’s crucial to test the integration to ensure everything works as intended. Click on ‘Save and Test’ to initiate the process. using Pabbly Connect

Once the test is successful, you can check your Google Sheets to confirm that the lead details have been added correctly. This verification step is essential for ensuring that your workflow is functioning properly.

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Conclusion

This tutorial demonstrates how to automate adding Facebook leads to Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.

Learn how to automate payment reminder emails with Pabbly Connect, Google Sheets, and Gmail. Step-by-step tutorial for seamless 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 Automation

To begin automating payment reminder emails, you first need to access Pabbly Connect. This platform allows you to integrate various applications like Google Sheets and Gmail seamlessly. Start by creating a free account on Pabbly Connect, which takes just a couple of minutes.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the blue button labeled ‘Create Workflow’ to initiate your automation process. You will then be prompted to name your workflow; a suitable name would be ‘Set Automatic Payment Reminder Emails from Google Sheets’. After naming, select the appropriate folder for your workflow and click ‘Create’.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your automation using Pabbly Connect. The trigger is the event that starts the automation, while the action is the task that gets executed. For this scenario, instead of selecting Google Sheets as the trigger, choose the ‘Schedule’ feature provided by Pabbly Connect.

• Select ‘Schedule’ to run your automation daily.
• Specify the exact timing for the automation to execute (e.g., 11:00 AM).
• Click ‘Save’ to finalize your scheduling.

By setting the schedule, your automation will check the payment status and due dates every day at the specified time. This ensures timely reminders for payments due within the next three days, allowing you to maintain effective communication with your clients.

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3. Finding the Current Date and Modifying It

Next, you will need to find the current date and modify it to add three days using Pabbly Connect. This modification is crucial for determining when to send payment reminders. Search for the ‘Date and Time Format’ feature in Pabbly Connect and select it.

• Choose the date format as MM/DD/YYYY.
• Set the time zone to Asia/Kolkata.
• Add three days to the current date.

After setting these parameters, click ‘Save and Send Test Request’ to receive the modified date. This date will be used to match against the due dates in your Google Sheets, ensuring that the correct reminders are sent out.

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4. Searching Google Sheets for Due Dates

Now that you have the modified current date, the next step is to search for this date in your Google Sheets using Pabbly Connect. This involves connecting your Google Sheets account and using the lookup function to find matching due dates.

Select Google Sheets as the application and choose the ‘Lookup’ action. Connect your Google Sheets account if prompted. Map the modified date to search within the appropriate column.

By executing this step, Pabbly Connect will retrieve all relevant entries from your spreadsheet where the due date matches the modified current date. This allows you to gather all necessary information for sending payment reminders.

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5. Sending Payment Reminder Emails via Gmail

Finally, you will set up the action to send emails through Gmail using Pabbly Connect. This is where you will configure the email content and specify the recipients based on the data retrieved from Google Sheets.

Select Gmail as the application and choose ‘Send Email’ as the action. Map the recipient’s email address from the previous step. Compose the email subject and body, including personal details like the student’s name and due amount.

Once everything is set up, click ‘Save and Send Test Request’ to send a test email. If configured correctly, you will see the payment reminder email arrive in the recipient’s inbox, confirming that your automation is working as intended.

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Conclusion

In this tutorial, we learned how to automate payment reminder emails using Pabbly Connect, Google Sheets, and Gmail. By following these steps, you can efficiently manage payment reminders without manual intervention, ensuring timely communication with your clients.

Learn how to automate the integration of Facebook leads into Google Sheets for your supermarket business using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by signing into your account. If you are new, you can sign up for free and receive 100 tasks every month. Once logged in, navigate to the applications page and select Pabbly Connect to reach your dashboard.

On the dashboard, locate the ‘Create Workflow’ button on the right-hand side. Click on it to initiate a new workflow. You will be prompted to name your workflow, so enter ‘Add Facebook Leads to Google Sheets’ and save it in your desired folder.

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2. Setting Up Trigger and Action in Pabbly Connect

In the workflow window, you need to set up the trigger and action. The trigger application will be Facebook Lead Ads, which will activate when a new lead is generated. Select Facebook Lead Ads as your trigger application and set the trigger event to ‘New Lead Instant’. using Pabbly Connect

• Choose Facebook Lead Ads as the trigger application.
• Set the trigger event to New Lead Instant.
• This will automatically run the workflow upon receiving a new lead.

After setting up the trigger, move to the action application. Here, select Google Sheets as your action application and choose the action event as ‘Add New Row’. This configuration allows the workflow to add the new lead details into your specified Google Sheet.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To establish a connection between Facebook Lead Ads and Pabbly Connect, click on the ‘Connect’ button. You will need to log into your Facebook account to authorize the connection. Once connected, select the Facebook page associated with your supermarket and the lead generation form you want to use.

• Choose the page for your supermarket, e.g., Best Way Supermart.
• Select the corresponding lead gen form from the dropdown.
• Click ‘Save and Send Test Request’ to proceed.

After saving, Pabbly Connect will wait for a webhook response. You need to create a test lead using the Meta for Developers tool to ensure the integration works correctly. Once the test lead is submitted, you should see the details captured in Pabbly Connect.

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4. Adding Lead Details to Google Sheets

With the test lead successfully captured, you can now add this data to Google Sheets. First, establish a connection between Google Sheets and Pabbly Connect by clicking on the ‘Connect’ button and signing in with your Google account.

Select the Google Sheet where you want to store the lead details. For this example, use the ‘Facebook Leads New’ sheet. Map the lead details such as email, name, and phone number from the test response received from Facebook Lead Ads.

Map the lead email to the corresponding column. Map the lead name to its respective column. Map the phone number to the designated column.

Once mapping is complete, click on ‘Save and Send Test Request’ to verify the integration. If successful, the lead details will appear in your Google Sheet, confirming that the integration between Facebook Lead Ads and Google Sheets via Pabbly Connect is complete.

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Conclusion

In this tutorial, we explored how to integrate Facebook Leads into Google Sheets using Pabbly Connect. This automation streamlines data management for your supermarket business, ensuring that every new lead is captured efficiently.

Learn how to automate WhatsApp messages to Fluent CRM contacts using Pabbly Connect. Step-by-step guide to set up this integration effectively. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Integration

To start integrating WhatsApp with Fluent CRM, we will use Pabbly Connect. First, open your web browser and navigate to the Pabbly Connect website. If you don’t have an account, sign up for free which takes just a few minutes.

Once signed in, you will see the dashboard. Click on the ‘Access Now’ button to enter the workflow section. Here, you can create a new workflow to set up the integration between Fluent CRM and WhatsApp.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something like ‘Send WhatsApp Message for Fluent CRM Contact’. Choose a folder to save your workflow and click on ‘Create’.

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

Now, you will see two boxes: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. Set the Trigger to Fluent CRM by searching for it in the Trigger App section.

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3. Configuring Fluent CRM Trigger in Pabbly Connect

In Pabbly Connect, select Fluent CRM as your trigger application. Set the trigger event to ‘New Entries’. This means every time a new contact is added to Fluent CRM, it will trigger the workflow.

Next, you will need to connect your Fluent CRM account with Pabbly Connect. Copy the provided webhook URL, then navigate back to Fluent CRM. In Fluent CRM, go to Automations and create a new automation for new form submissions.

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4. Setting Up WhatsApp Action in Pabbly Connect

After configuring the trigger, it’s time to set up the action in Pabbly Connect. Choose VT as your action application. Set the action event to ‘Send Template Message’. You will need to connect VT with Pabbly Connect by providing the API endpoint and access token.

• Select ‘Send Template Message’ as the action event.
• Input the API endpoint and access token from VT.
• Map the WhatsApp number and message template.

Once the connection is established, you will map the WhatsApp number and select the message template you want to send. Ensure you have the correct template and parameters set to personalize the message.

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5. Testing the Integration Between Fluent CRM and WhatsApp

To test the integration, go back to Fluent CRM and add a new contact. Once the contact is added, check Pabbly Connect to see if it received the webhook response. This confirms that the trigger is working correctly.

Now, check WhatsApp for the message sent to the new contact. If everything is set up correctly, you should see the automated message. This confirms that the integration between Fluent CRM and WhatsApp via Pabbly Connect is successful.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for new contacts added to Fluent CRM. By following these steps, you can streamline your communication and enhance customer engagement effectively.

Learn how to automate tasks using Pabbly Connect by integrating Google Sheets and Jira effectively with this step-by-step tutorial. 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 Automation

To start using Pabbly Connect for automation, first navigate to the Pabbly website. Here, you can sign up for a free account, which takes only a few minutes. Once you have an account, log in to access the Pabbly Connect dashboard.

After logging in, you will see various tools offered by Pabbly. Click on the ‘Access Now’ button under the Pabbly Connect section to enter the workflow area. This is where you will create your automation between Google Sheets and Jira.

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2. Creating a New Workflow in Pabbly Connect

In the workflow section of Pabbly Connect, click the ‘Create Workflow’ button to initiate a new automation process. You will need to name your workflow; for example, ‘Automate Daily Tasks’. Select the folder where you want to save this workflow.

• Click on ‘Create’ to proceed to the main workflow interface.
• You will see two sections: Trigger and Action.

Set up your trigger first by searching for Google Sheets. Select the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new task is added to the Google Sheet.

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3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to use a webhook URL provided by Pabbly. Copy this URL and open your Google Sheets. Go to Extensions, then Add-ons, and search for Pabbly Connect Webhooks.

• Install the Pabbly Connect Webhooks add-on if you haven’t done so.
• After installation, go back to Extensions, select Pabbly Connect Webhooks, and click on ‘Initial Setup’.
• Paste the webhook URL in the designated field and set the trigger column to the last data entry column.

After pasting the URL, click ‘Send Test’ to ensure the connection works. Once the test is successful, click ‘Submit’ to finalize the setup. This will allow data from your Google Sheets to be sent to Pabbly Connect whenever a new task is added.

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4. Setting Up Jira Integration in Pabbly Connect

Now that Google Sheets is connected to Pabbly Connect, the next step is to set up the action in Jira. Search for Jira Software in the action application section and click on it. Select ‘Create Issue’ as the action event.

To connect Jira with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. Accept the permissions required to link your Jira account. After the connection is established, you will need to set up the details for the issue you want to create.

Choose the project in Jira where the task will be created. Set the issue type to ‘Task’. Map the summary and description fields to the corresponding data from Google Sheets.

Once all details are filled out, click ‘Save and Test’. This will create a new task in your Jira account based on the information from your Google Sheets.

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5. Verifying the Integration Between Google Sheets and Jira

After setting up the integration, it’s crucial to verify that everything works correctly. Go back to your Jira account and check the tasks section. You should see the newly created task with details matching those from your Google Sheets.

This verification step confirms that Pabbly Connect has successfully automated the task creation process. If you followed all steps correctly, your workflow should be operational, allowing for continuous updates between Google Sheets and Jira.

In summary, you have set up a trigger from Google Sheets and an action to create a task in Jira using Pabbly Connect. This automation streamlines your workflow, saving you time and ensuring tasks are promptly created based on your spreadsheet updates.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate tasks by integrating Google Sheets and Jira. This integration allows for efficient task management and ensures that your team stays updated with minimal manual effort.