Author: Rajpal Tomar

Learn how to automate your lead generation by integrating Facebook Leads with Google Sheets and Brevo using Pabbly Connect. Follow our step-by-step tutorial! 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. Introduction to Pabbly Connect for Lead Generation

Pabbly Connect is an essential tool for automating lead generation processes. In this tutorial, we will show you how to use Pabbly Connect to add Facebook leads to Google Sheets and Brevo. This integration simplifies the management of leads generated through Facebook ads.

To begin, ensure you have a Pabbly Connect account. If you don’t have one, you can create a free account in just two minutes. Once logged in, you can access the dashboard where you will set up your workflows for lead generation.

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2. Creating a Workflow in Pabbly Connect

To create your workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. Name your workflow something like ‘Add Facebook Leads to Google Sheets and Brevo’. Select the appropriate folder where you want to store this workflow.

Next, you will see two boxes representing the trigger and action. The trigger is the event that starts the automation, while the action is what happens next. For this integration, select Facebook Lead Ads as the trigger application and Google Sheets as the action application. Then, add Brevo as another action application to complete the integration.

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3. Connecting Facebook Lead Ads to Pabbly Connect

In this step, connect your Facebook Lead Ads to Pabbly Connect. Click on ‘Connect’ and then add a new connection to authenticate your Facebook account. If you are already logged in, the authorization will be successful, allowing you to see all your Facebook pages.

Choose the page where your lead ad is located, and select the associated lead generation form. Once selected, click on ‘Save and Send Test Request’ to ensure everything is working correctly. You will need to make a sample submission of your lead form to test the integration.

• Click on the ‘Preview Form’ button to fill out the lead form.
• Provide dummy data for testing purposes.
• Check the response in Pabbly Connect to ensure data is captured correctly.

After testing, you will see the lead data captured in Pabbly Connect, confirming that the connection is established successfully.

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4. Adding Facebook Leads to Google Sheets via Pabbly Connect

The next step involves sending the captured lead data to Google Sheets using Pabbly Connect. Select Google Sheets as the action application and choose the action event as ‘Add a New Row’. Connect your Google Sheets account by signing in and granting access.

Once connected, select the spreadsheet you want to use for storing leads. Ensure that the columns in your Google Sheets match the data fields from your lead form. Map the lead data from the previous step to the corresponding columns in your spreadsheet.

• Map fields such as Age, Email, Name, City, Job Title, Gender, and Phone Number.
• Click ‘Save and Send Test Request’ to verify that the data is added correctly to your Google Sheets.

After testing, check your Google Sheets to confirm that the lead information has been successfully recorded. This step ensures that every new lead is automatically documented in your spreadsheet.

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5. Creating a Contact in Brevo Using Pabbly Connect

Finally, we will use Pabbly Connect to create a contact in Brevo. Select Brevo as the action application and choose the action event ‘Create or Update a Contact’. Connect your Brevo account by entering the required domain and API key.

To get your API key, navigate to the SMTP and API section in your Brevo account. Generate a new API key and copy it back to Pabbly Connect. Map the lead data fields such as Email, First Name, Last Name, and Phone Number to the corresponding fields in Brevo.

Ensure you map the email address as it is mandatory for creating a contact. Select the appropriate list in Brevo where the contact should be added.

After mapping, click ‘Save and Send Test Request’. Check your Brevo account to confirm that the new contact has been created successfully. This completes the automation of your lead generation process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate your lead generation by integrating Facebook Leads with Google Sheets and Brevo using Pabbly Connect. This process not only saves time but also enhances efficiency in managing leads.

Learn how to integrate Channel with Cal Using Pabbly Connect for seamless automation. Follow our detailed guide for successful booking notifications in Telegram. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Integration Between Channel and Cal

To begin integrating Channel and Cal, you need to access your PAB account. Start by signing in as an existing user or create a new account if you are new. This initial step is crucial for managing your automation effectively. using Pabbly Connect

Once logged in, navigate to the PAB dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button located in the top-right corner. Name your workflow as ‘Send Tidal Booking in Telegram Channel’ and save it in the designated folder.

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2. Defining Trigger and Action for Automation

The next step involves defining the trigger and action for your automation. The primary application, Channel, will act as the trigger. Select ‘Tidal’ as your trigger application and set the trigger event to ‘New Booking’. This configuration will monitor for new bookings in your Tidal account. using Pabbly Connect

• Select ‘Tidal’ as the trigger application.
• Set the trigger event to ‘New Booking’.
• Confirm your selections to proceed.

After setting the trigger, move on to the action application. Here, you will choose ‘Telegram’ as your action application and set the action event to ‘Send a Text Message’. This step ensures that whenever a new booking occurs, a notification will be sent to your Telegram channel.

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3. Connecting Channel and Cal with PAB

Now that you have defined your trigger and action, the next step is to establish a connection between Channel and PAB. Click on the ‘Connect’ button to link your Tidal account with PAB. If you have an existing connection, you can use that; otherwise, create a new connection. using Pabbly Connect

Once the connection is established, you will need to authorize it. After successful authorization, you will see a confirmation indicating that Tidal is connected to PAB. This connection is vital for the automation to function properly.

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4. Testing the Integration

Testing the integration is crucial to ensure everything works smoothly. After connecting your applications, click on ‘Save and Send Test Request’ in PAB. This action will retrieve the details of any existing bookings from your Tidal account. using Pabbly Connect

• Check for the booking details captured in PAB.
• Confirm that the booking information is displayed correctly.
• Resolve any issues before proceeding to the next step.

Once you confirm the booking details are correct, you can proceed to create a new booking in your Tidal account. This will ensure that the automation is functioning as intended, sending booking notifications to your Telegram channel.

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5. Finalizing the Automation for Notifications

To finalize the automation, you will need to set up your Telegram bot. Search for ‘BotFather’ in Telegram to create a new bot. Follow the instructions provided by BotFather to generate a token for your new bot. using Pabbly Connect

After obtaining the token, return to PAB and paste it in the appropriate field to establish the connection. Once connected, you will need to create a group in Telegram and add your bot as a member. Ensure that the bot has admin access to send messages to the group.

Lastly, configure the message format in PAB to include details from the booking, such as the name and email of the person who made the booking. Once everything is set, click ‘Send Test Request’ to verify that the message is sent successfully to your Telegram channel.

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Conclusion

In this tutorial, we explored how to integrate Channel with Cal Using Pabbly Connect for seamless automation. By following these steps, you can ensure that every new booking in Tidal is instantly sent to your Telegram channel, enhancing your workflow efficiency.

Learn how to automate lead generation using PAB, MailChimp, and Google Sheets. 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. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Integrate Facebook Lead Ads with PAB

To automate lead generation, we will first integrate Facebook Lead Ads with PAB. This integration allows us to capture leads generated from Facebook ads automatically.

Start by accessing PAB Connect. Click on ‘Create Workflow’ and name it ‘Add Facebook Leads to MailChimp and Google Sheets’. Select ‘Facebook Lead Ads’ as your trigger application, and choose ‘New Lead Instant’ as the trigger event.

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Connecting PAB with Facebook Lead Ads

Next, we will connect PAB with Facebook Lead Ads. Click on ‘Connect’ and then ‘Add New Connection’. Log into your Facebook account to authorize the connection. Ensure you are logged into the correct account to avoid any issues.

Once connected, select the Facebook page and lead form you want to use. For example, choose the page ‘Sparkle Evenings’ and the lead form ‘Contact Form 2’. After making your selections, click on ‘Save and Send Test Request’. This step ensures that your integration is set up correctly.

• Select the Facebook page from the dropdown.
• Choose the lead form associated with the page.
• Click ‘Save and Send Test Request’ to capture the lead data.

After completing these steps, you will be ready to test the integration by submitting a lead through the Facebook Lead Ads Testing Tool.

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Create a MailChimp Subscriber from Facebook Leads

The next step is to create a new subscriber in MailChimp using the data captured from Facebook leads. In your PAB workflow, select ‘MailChimp’ as the action application and choose ‘Add New Member with Custom Fields’ as the action event.

Connect your MailChimp account by clicking ‘Add New Connection’. You will need to enter your API Key and Data Center. To find your API Key, go to your MailChimp account, click on your profile, then go to Extras > API Keys. Copy the API Key and paste it into PAB.

• Find your Data Center from the MailChimp URL.
• Generate a new API Key if needed and copy it.
• Paste the API Key and Data Center into PAB.

Once connected, map the fields such as email address, first name, last name, and contact number from the Facebook lead data to MailChimp fields, and click ‘Save and Send Test Request’.

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Add Facebook Lead Data to Google Sheets

Now, we will add the details of the Facebook leads to Google Sheets. In your PAB workflow, select ‘Google Sheets’ as the action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by clicking ‘Sign In with Google’. After authorization, select the spreadsheet where you want to store the lead data, for example, ‘Facebook Leads’. Map the fields such as first name, last name, email, and contact number from the Facebook lead data to the respective columns in Google Sheets.

Select the correct spreadsheet from the dropdown. Map the Facebook lead data to the appropriate columns. Click ‘Save and Send Test Request’ to confirm the integration.

Once you complete these steps, check your Google Sheets to ensure that a new row has been added with the lead information.

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Conclusion

In this tutorial, we demonstrated how to automate lead generation using PAB, MailChimp, and Google Sheets. By integrating Facebook Lead Ads, you can efficiently create subscribers in MailChimp and maintain accurate records in Google Sheets without manual intervention.

This seamless automation not only saves time but also enhances your lead management process. Implement these steps to streamline your lead generation efforts effectively.

Learn how to automate the integration of Facebook leads with Google Sheets and HubSpot using Pabbly Connect for seamless lead management. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Facebook Leads

Pabbly Connect is the key platform to automate the integration of Facebook leads into Google Sheets and HubSpot CRM. To get started, first create a free account on Pabbly Connect. This process takes just two minutes by clicking on the ‘Sign Up Free’ button.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Enter a name for your workflow, such as ‘Add Facebook Leads to Google Sheets and HubSpot CRM’, and select the folder for your automation. After clicking ‘Create’, you will see two boxes labeled trigger and action.

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2. Setting Up the Trigger with Facebook Lead Ads

In this section, you’ll configure the trigger for your workflow using Pabbly Connect. Start by selecting the Facebook Lead Ads application as your trigger. This means that whenever a new lead is captured through your Facebook lead ad form, the automation will initiate.

Click on the ‘Connect’ button next to the Facebook Lead Ads option. You will need to add a new connection and authorize Pabbly Connect to access your Facebook account. Once connected, select the specific Facebook page associated with your lead ad form, which will display all the lead forms linked to that page.

• Select your Facebook page
• Choose the lead generation form you want to use
• Click ‘Save and Send Test Request’

After saving, Pabbly Connect will wait for a response, which requires you to submit a sample lead using the Facebook Lead Ads testing tool. This step ensures that your connection is functioning correctly.

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3. Integrating Google Sheets with Pabbly Connect

Once your trigger is set, the next step is to integrate Google Sheets using Pabbly Connect. This integration allows the captured lead details to be automatically added to a specified Google Sheets document. Start by selecting Google Sheets as your action application.

Choose the action event as ‘Add New Row’ and click on the ‘Connect’ button. Authorize Pabbly Connect to access your Google Sheets account. Once connected, select the spreadsheet where you want the leads to be stored. The columns in your sheet will be displayed, allowing you to map the lead details from Facebook to the corresponding columns in Google Sheets.

• Map the lead’s first name to the corresponding column
• Map the last name, email, city, job title, gender, and phone number
• Click ‘Save and Send Test Request’

After mapping, check your Google Sheets to confirm that the lead data has been successfully added. This step ensures that every new lead captured will automatically update in your spreadsheet.

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4. Adding Leads to HubSpot CRM via Pabbly Connect

The final integration step involves adding the same lead details to HubSpot CRM through Pabbly Connect. Select HubSpot CRM as your action application and choose the action event ‘Create Contact’. Click on ‘Connect’ and authorize Pabbly Connect to access your HubSpot account.

Once connected, you will need to map the necessary fields such as first name, last name, email address, phone number, and city. This mapping allows Pabbly Connect to create a new contact in HubSpot CRM automatically whenever a new lead is generated from your Facebook lead ad.

Map the first name and last name fields Map the email, phone number, and city Click ‘Save and Send Test Request’

After completing this step, check your HubSpot CRM to ensure the lead has been successfully added. This integration allows you to manage your leads efficiently without manual data entry, streamlining your recruitment process.

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5. Conclusion: Streamlining Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Facebook leads with Google Sheets and HubSpot CRM significantly enhances your lead management process. By automating these tasks, you can focus on more critical aspects of your recruitment efforts.

This tutorial demonstrated how to set up triggers and actions between Facebook Lead Ads, Google Sheets, and HubSpot CRM using Pabbly Connect. With these automations in place, every new lead will be captured and organized seamlessly, saving you time and effort in managing leads.

Learn how to automate the process of adding Facebook leads to Google Sheets and Salesforce CRM using Pabbly Connect. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating your Facebook leads using Pabbly Connect, first, access the platform by logging into your account. If you are new, you can create a free account in just two minutes by clicking the ‘Sign Up Free’ button. This account allows you to test various automation tasks.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the blue button labeled ‘Create Workflow’ to initiate your automation process. You will be prompted to name your workflow, for instance, ‘Add Facebook Leads to Google Sheets and Salesforce CRM.’ Select a folder for your workflow and click ‘Create’ to proceed.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your workflow in Pabbly Connect. The trigger indicates when an event occurs, while the action specifies what should happen next. For this integration, select Facebook Lead Ads as your trigger application.

• Select the trigger event to capture new leads.
• Add an action step for Google Sheets to store the lead data.
• Include another action step for Salesforce CRM to create a contact.

After selecting the applications, click on the connect button and authorize Pabbly Connect to access your Facebook account. This will allow you to choose the specific Facebook page associated with your lead ads. Ensure that the lead generation forms linked to this page are visible in the dropdown menu for further configuration.

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3. Capturing Lead Data from Facebook

Once your trigger is set, you need to capture lead data from Facebook using Pabbly Connect. Click on the ‘Save and Send Test Request’ button after selecting your lead generation form. You will need to submit a sample lead through the Facebook Lead Ads Testing Tool, which allows you to simulate a lead submission.

After submitting the form, Pabbly Connect will instantly capture the lead details. You should see the response containing all relevant information such as name, email, city, job title, and other details. This confirms that the connection between Facebook Lead Ads and Pabbly Connect is functioning correctly.

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4. Adding Lead Data to Google Sheets via Pabbly Connect

Next, configure the action step to add the captured lead data into Google Sheets using Pabbly Connect. Select the action event as ‘Add New Row’ to ensure that each new lead creates a new entry in your spreadsheet. Connect your Google Sheets account by authorizing Pabbly Connect to access your Google account.

• Select the specific spreadsheet you want to update.
• Map the lead data fields from Facebook to the corresponding columns in Google Sheets.
• Test the action by saving and sending a test request to ensure data is added correctly.

Upon successful mapping, every time a new lead is captured, their details will automatically populate into your specified Google Sheets. This eliminates the need for manual data entry and streamlines your recruitment process.

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5. Creating a Contact in Salesforce CRM Using Pabbly Connect

The final step is to create a contact in Salesforce CRM using Pabbly Connect. Select Salesforce as your action application and choose the event to create a contact. Just like before, connect your Salesforce account by authorizing Pabbly Connect.

Map the required fields such as first name, last name, email, and phone number from the lead data captured via Facebook. This ensures that the correct information is transferred from your lead source to your CRM. After mapping the fields, click on ‘Save and Send Test Request’ to create the contact in Salesforce.

Once the test is successful, you should see the new contact appear in Salesforce CRM. This confirms that the integration is working seamlessly, allowing you to automate the process of adding leads from Facebook directly into your CRM.

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Conclusion

In this tutorial, we demonstrated how to automate the process of adding Facebook leads to Google Sheets and Salesforce CRM using Pabbly Connect. This integration streamlines your recruitment efforts, saving you time and effort while ensuring accurate data management.

Learn how to create an Interakt user from Razorpay payments using Pabbly Connect. Follow this step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create an Interakt user from Razorpay payment, you first need to access Pabbly Connect. This platform serves as the integration hub that connects Razorpay with Interakt seamlessly.

Begin by visiting the Pabbly website. You will find options to sign in or sign up. If you don’t have an account, signing up is free and takes just a couple of minutes. Once logged in, navigate to the Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the dashboard. This opens a window where you can name your workflow. Name it something like ‘Create Interakt User for Razorpay Payment’.

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

In the workflow window, you will see options for triggers and actions. Select Razorpay as the trigger application and set the event to ‘Payment Captured’. This will initiate the workflow whenever a payment is made.

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3. Connecting Razorpay to Pabbly Connect

To connect Razorpay to Pabbly Connect, you will need a webhook URL. This URL is generated after you select Razorpay as your trigger application and the event as ‘Payment Captured’. Copy this URL to your clipboard.

Now, log in to your Razorpay account. Navigate to the ‘Accounts and Settings’ section and find the ‘Webhooks’ option. Here, you will paste the copied webhook URL and select the event ‘Payment Captured’. Click on ‘Create Webhook’ to finalize the connection.

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4. Testing the Integration with a Payment

After setting up the webhook, you can test the integration. Go back to Razorpay and select the product for which you want to simulate a payment. For example, use the ‘PHP Programming Course’.

• Fill in the dummy payment details like name, email, and phone number.
• Choose a payment method, enter card details, and complete the payment.

Once the payment is successful, return to Pabbly Connect to see the response details captured from Razorpay. This response will include the user information that you will use to create a new user in Interakt.

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5. Creating a New User in Interakt

Now that you have the payment details, the next step is to create a new user in Interakt using Pabbly Connect. Set the action application to Interakt and choose the action event as ‘Create/Update User’.

You will need to connect your Interakt account by entering the secret key found in the developer settings of your Interakt account. Once connected, you can start mapping the user details from the Razorpay payment response.

Map the full phone number, ensuring it includes the country code. Fill in the user traits such as name and email.

Once all details are mapped, click on ‘Save and Test’. You will see a confirmation that the user has been created successfully in Interakt.

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Conclusion

This tutorial has demonstrated how to create an Interakt user from Razorpay payments using Pabbly Connect. By following the steps outlined, you can automate user creation and enhance your customer communication.

Learn how to integrate Facebook leads to Zoho CRM and send automated WhatsApp messages using Pabbly Connect in this 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 begin integrating Facebook leads with Zoho CRM and sending automated WhatsApp messages, you need to access Pabbly Connect. After logging in, click on the blue button labeled ‘Create Workflow’ to start the automation process.

Next, provide a name for your workflow, such as ‘Add Facebook Leads to Zoho CRM and Send Automated WhatsApp Message.’ Choose the appropriate folder for your workflow and click on ‘Create’. This action will set up the trigger and action boxes where you’ll define the integration steps.

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2. Connecting Facebook Lead Ads to Pabbly Connect

In this section, you will connect Facebook Lead Ads to Pabbly Connect. Select the trigger event as ‘New Lead’ from the Facebook Lead Ads application. This event will activate the workflow whenever a new lead is submitted through your Facebook form.

• Click on ‘Add New Connection’ to authorize Pabbly Connect to access your Facebook account.
• Choose the Facebook page associated with your lead generation form.
• Select the specific lead generation form you want to connect.

Once you have completed these steps, click on ‘Save and Send Test Request’ to ensure that the connection is successful. You will need to make a sample submission using the Facebook Lead Ads testing tool to capture lead details through Pabbly Connect.

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3. Adding Leads to Zoho CRM via Pabbly Connect

After successfully capturing lead details from Facebook, the next step involves adding these leads to Zoho CRM using Pabbly Connect. Select the action event ‘Create Contact’ from the Zoho CRM application.

Connect your Zoho CRM account by clicking on ‘Add New Connection’. You will need to provide the domain for Zoho CRM, which is typically ‘zoho.com’. Once the connection is established, map the lead details captured from the Facebook form into the required fields in Zoho CRM, such as first name, last name, email, and phone number.

• Ensure that you map the lead source as ‘Facebook’.
• Double-check all mapped fields to ensure data accuracy.

Click on ‘Save and Send Test Request’ to verify that the lead is added to Zoho CRM successfully. Refresh your Zoho CRM dashboard to confirm the new contact is created.

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4. Sending Automated WhatsApp Messages Using Pabbly Connect

Now that the lead is added to Zoho CRM, the final step is to send an automated WhatsApp message to the lead. In this step, select the WhatsApp messaging application, Vati, and choose the action event ‘Send Template Message’ within Pabbly Connect.

To connect your Vati account, you will need to provide the API endpoint and access token. Navigate to the Vati dashboard to retrieve these details. After connecting, you can map the WhatsApp number from the lead details captured earlier.

Select the template you created for WhatsApp messages. Map the variables in your template with the lead details. Ensure to provide the WhatsApp number without the plus sign.

Finally, click on ‘Save and Send Test Request’ to send the message. You should receive the automated WhatsApp message on the specified number, confirming the successful integration via Pabbly Connect.

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5. Conclusion

In this tutorial, you learned how to automate the process of adding Facebook leads to Zoho CRM and sending WhatsApp messages using Pabbly Connect. This integration streamlines your recruitment efforts and enhances communication with leads.

Utilizing Pabbly Connect allows you to automate workflows efficiently, ensuring that no lead is missed and that communication is timely and effective. By following these steps, you can set up a robust automation system for your recruitment needs.

Learn how to automate your Facebook Lead Ads integration with MailerLite and Google Sheets using Pabbly Connect for seamless lead management. 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 Automation

To start automating your lead generation process, access Pabbly Connect by visiting the official website. If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows and integrations. To create a new workflow, click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it.

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2. Setting Up Facebook Lead Ads as Trigger in Pabbly Connect

In this section, you will set up Facebook Lead Ads as the trigger for your workflow in Pabbly Connect. Select Facebook Lead Ads as your trigger application. Choose ‘New Leads’ as the trigger event to capture new lead submissions.

• Select ‘Add New Connection’ to establish a connection with Facebook Lead Ads.
• Authorize the connection by logging into your Facebook account.
• Select the Facebook page and lead gen form associated with your campaign.

After successfully setting up the trigger, click on ‘Save and Send Test Request’ to ensure everything is connected properly. A test submission will help validate the integration.

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3. Adding Subscribers to MailerLite via Pabbly Connect

Next, you will configure MailerLite to add new subscribers automatically using Pabbly Connect. Select MailerLite as your action application and choose ‘Add or Update Subscriber’ as the action event.

• Click on ‘Add New Connection’ and enter your MailerLite API key to connect.
• Map the fields from Facebook Lead Ads to MailerLite, including email, first name, and last name.
• Click ‘Save and Send Test Request’ to confirm that the subscriber is added successfully.

Check your MailerLite account to verify that the subscriber has been added. Remember, the subscriber status will be unconfirmed until they confirm their email.

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4. Recording Leads in Google Sheets Using Pabbly Connect

The final step is to log the details of the leads in Google Sheets through Pabbly Connect. Add another action step by selecting Google Sheets as the application and ‘Add New Row’ as the action event.

Authorize the connection with your Google account. Select the spreadsheet and sheet where you want to log the data. Map the fields from Facebook Lead Ads to the corresponding columns in Google Sheets.

After mapping all necessary fields, click ‘Save and Send Test Request’. Check your Google Sheets to ensure that the new row with lead details has been added successfully.

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5. Conclusion

By following these steps, you can effectively automate your lead generation process using Pabbly Connect. This integration allows you to seamlessly add new leads from Facebook to MailerLite and track them in Google Sheets, saving you time and effort.

Utilizing Pabbly Connect ensures that your lead management is efficient and automated, allowing you to focus on growing your business.

Learn how to automate the process of adding Facebook leads to Salesforce and sending WhatsApp messages using Pabbly Connect in this detailed 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. Accessing Pabbly Connect for Automation

To begin integrating Facebook leads with Salesforce and sending automated WhatsApp messages, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. If you’re new, click on the ‘Sign up for free’ button to create an account, which includes 100 free tasks monthly.

Once signed in, you will be directed to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to initiate the process. Name your workflow appropriately, such as ‘Add Facebook Leads to Salesforce and Send WhatsApp Message’. After naming, you can choose a folder to save your workflow, like the ‘Test Integrations’ folder.

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2. Setting Up Facebook Lead Ads in Pabbly Connect

In this step, you will configure the trigger application, which is Facebook Lead Ads, in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’. This setup ensures that every time a new lead is generated, it will trigger the workflow.

• Select the Facebook page you want to use for lead generation.
• Choose the corresponding lead gen form, like ‘New Contact Form’.
• Click on ‘Save and Send Test Request’ to capture the response.

After saving the test request, you will need to perform a test submission using the lead ads testing tool from Facebook. This will help capture the response in Pabbly Connect and confirm that the integration is working correctly.

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3. Creating Leads in Salesforce Using Pabbly Connect

Once the Facebook lead is captured, the next step is to create a lead in Salesforce through Pabbly Connect. Select Salesforce as your action application and choose the action event ‘Create Lead’. This allows you to map the fields from the Facebook lead response to Salesforce.

While mapping, ensure you include essential details such as first name, last name, email, and phone number. For example, use the mapped fields from the Facebook lead response to populate the Salesforce lead fields. If you need to fill in any required fields that are not present in the Facebook response, you can enter them manually.

• Map the last name and first name from the Facebook lead response.
• Enter any necessary company name manually if not provided.
• Click on ‘Save and Send Test Request’ to create the lead in Salesforce.

After successfully creating the lead, verify the new lead appears in your Salesforce account to ensure that the integration via Pabbly Connect is functioning correctly.

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4. Sending Automated WhatsApp Messages via Pabbly Connect

The final step in this integration process is to send automated WhatsApp messages to the leads created in Salesforce. For this, you will need to select WATI as your action application in Pabbly Connect and choose the action event ‘Send Template Message’.

In this step, you will need to connect your WATI account by entering the API endpoint and access token, which you can find in your WATI dashboard. After successfully connecting, you will map the WhatsApp number from the Facebook lead response to ensure that every new lead receives a message.

Select the WhatsApp template you want to use for messaging. Map the name, email, and phone number variables in the custom parameters. Click on ‘Save and Send Test Request’ to send the WhatsApp message.

Once the message is sent, check your WhatsApp to confirm that the automated message has been delivered successfully. This confirms that the workflow is fully operational through Pabbly Connect.

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5. Conclusion

In this tutorial, we demonstrated how to integrate Facebook leads into Salesforce and send automated WhatsApp messages using Pabbly Connect. By following these steps, you can streamline your lead generation process and enhance communication with potential customers. Automating these processes saves time and ensures that no leads are missed.

Using Pabbly Connect allows you to efficiently manage your leads and automate communication, ultimately improving your business operations.

Learn how to add subscribers to different MailerLite groups using Pabbly Connect and Razorpay payments. Step-by-step tutorial for seamless integration. 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 add subscribers to different MailerLite groups using Razorpay payments, you first need to set up Pabbly Connect. This tool acts as the integration platform that connects Razorpay and MailerLite seamlessly. Start by signing in to your Pabbly Connect account or create a new one if you are a first-time user.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow appropriately, such as ‘Razorpay to MailerLite’, and save it in your desired folder. This initial setup is crucial for organizing your automation processes.

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2. Defining Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your automation in Pabbly Connect. The trigger application is Razorpay, while the action application is MailerLite. Select Razorpay as your trigger application and choose the trigger event as ‘Payment Captured’.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the provided webhook URL to connect Razorpay with Pabbly Connect.

After setting the trigger, go to your Razorpay account and navigate to the account settings. Under the Webhooks section, add a new webhook using the URL copied from Pabbly Connect. This establishes a link between the two applications, enabling data transfer.

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3. Testing Payment and Receiving Data in Pabbly Connect

With the webhook set up, it’s time to test the payment process. Make a test purchase on your Razorpay payment page. Fill in the required details, including course name, first name, last name, email, and payment information. Once the payment is processed, you should see a successful response in Pabbly Connect.

During this process, ensure that the payment details such as order ID, customer name, and email are captured correctly. This data will be essential for adding subscribers to MailerLite. The automation process will now begin as soon as a payment is captured.

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4. Adding Subscriber to MailerLite Based on Payment

After confirming that the payment details have been captured, the next step is to add the subscriber to the appropriate MailerLite group. In Pabbly Connect, set up a router to manage different routes based on the course purchased. Create routes for each course, such as ‘PHP Programming Course’ and ‘Java for Beginners’.

• Create a route for PHP Programming Course.
• Create a route for Java for Beginners.
• Set filters to ensure the correct subscriber is added based on course selection.

For each route, configure the action to add or update the subscriber in MailerLite. Map the email, first name, last name, and phone number from the Razorpay payment details to the corresponding fields in MailerLite. This ensures that the subscriber information is dynamically updated with every new purchase.

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5. Finalizing the Integration and Confirmation

After configuring the subscriber addition in MailerLite, test the workflow to ensure everything is functioning correctly. Make another test purchase for a different course, such as ‘Java for Beginners’, and verify that the subscriber is added to the appropriate group in MailerLite.

Once the test is successful, you can confirm that the integration is working as intended. Subscribers will automatically be added to their respective groups based on the course they purchased, streamlining your email marketing efforts. This integration using Pabbly Connect ensures that your subscriber list is always up-to-date.

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Conclusion

In this tutorial, we explored how to add subscribers to different MailerLite groups using Razorpay payments through Pabbly Connect. By following the steps outlined, you can automate the process and ensure seamless integration between these applications, enhancing your email marketing capabilities.