Author: Rajpal Tomar

Learn how to seamlessly add Facebook leads to Google Sheets for the fitness industry using Pabbly Connect. Follow this detailed tutorial for easy 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. Accessing Pabbly Connect for Integration

To begin adding Facebook leads to Google Sheets for the fitness industry, you first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect homepage by entering Pabbly.com/connect in the address bar.

Once there, you will find options to either sign in or sign up for a free account. If you are a new user, signing up is quick and provides you with 100 free tasks to test your automations. Existing users can simply log in to proceed.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. On the right side, click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow. Choose a relevant name such as ‘Add Facebook Leads to Google Sheets’ and select a folder to save it in.

• Name your workflow appropriately for easy identification.
• Select a suitable folder to organize your workflows.

Click on ‘Create’ to proceed. You will be directed to a new window where you can set up the trigger and action events for your workflow.

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3. Setting Up Trigger for Facebook Lead Ads

In this section, you will set the trigger for your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. Then, choose the trigger event labeled ‘New Lead Instant’. This ensures your workflow activates whenever a new lead is generated.

Next, click on ‘Connect’ to link your Facebook account with Pabbly Connect. If this is your first time, select ‘Add New Connection’ and log into your Facebook account to authorize the connection. Make sure to select the correct Facebook page associated with your fitness leads.

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4. Mapping Lead Data to Google Sheets

Once you have successfully set up the trigger, the next step involves mapping the lead data to Google Sheets using Pabbly Connect. For this, select Google Sheets as your action application and choose the action event ‘Add New Row’. Click on ‘Connect’ and authorize Pabbly Connect to access your Google Sheets account.

• Select the correct spreadsheet where you want to store the leads.
• Ensure the sheet is set up with the appropriate columns for name, email, and phone number.

Now, map the fields from the Facebook lead data to the respective columns in Google Sheets. This involves pulling the first name, last name, email address, and contact number from the lead data.

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5. Testing the Integration

After mapping the data, it’s essential to test the integration to ensure everything works correctly. Submit a test lead using the Facebook Lead Ads form. Once submitted, Pabbly Connect should capture the lead data and display it in the webhook response.

Check your Google Sheets to verify that the lead details have been added successfully. If the integration is successful, you will see the new lead information reflected in your spreadsheet. This confirms that Pabbly Connect is effectively linking Facebook leads to Google Sheets for the fitness industry.

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Conclusion

In conclusion, using Pabbly Connect allows fitness businesses to automate the process of adding Facebook leads to Google Sheets efficiently. This integration streamlines lead management, enabling better follow-up and nurturing of potential clients.

Learn how to automate the process of adding Facebook leads to Google Sheets for your restaurant using Pabbly Connect. Step-by-step guide 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 Automation

To begin automating the process of adding Facebook leads to Google Sheets, you first need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Once you log into your Pabbly Connect account, you can create a new workflow. This is where you will set up the automation to collect leads from your Facebook lead ad form and send them to Google Sheets.

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2. Creating Your Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this tutorial, name it ‘Add Facebook Leads to Google Sheets for Your Restaurant Business’.

Next, select the folder where you want to save this workflow and click on ‘Create’. You will now see two boxes labeled as Trigger and Action. In this case, the trigger will be your Facebook lead ad, and the action will be adding a new row in Google Sheets.

• Click on ‘Add New Connection’ for Facebook lead ad.
• Provide access to your Facebook account.
• Select your specific Facebook page.

Once you complete these steps, your Facebook lead ad will be connected to Pabbly Connect, allowing you to capture lead data automatically.

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3. Testing Your Facebook Lead Ad Connection

Now that your Facebook lead ad is connected, it’s time to test the connection. You will need to click on ‘Save and Send Test Request’. This will initiate the webhook response, and you should see a prompt indicating that it is waiting for a response.

To generate a sample lead, use the Facebook lead ad testing tool. Fill out the form with dummy data, such as:

• Email: [email protected]
• Full Name: Dummy User
• Phone Number: 98888 88888
• Food Preference: Vegetarian

Once the form is submitted, you should see the lead data captured in Pabbly Connect, confirming that the connection is successful.

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4. Connecting Google Sheets to Pabbly Connect

With the Facebook lead ad connection verified, the next step is to connect Google Sheets. In the action event, select ‘Add a New Row’. Click on ‘Connect’ and then either create a new connection or reuse an existing one.

Once connected, select the specific Google Sheets file where you want to store the leads. Ensure that the columns in your spreadsheet match the lead data you want to capture. You may want to update the column names to ensure clarity, such as adding a column for food preferences.

Select the spreadsheet: Restaurant Business Leads from Facebook Ads. Map the data fields from your Facebook lead ad to the corresponding columns in Google Sheets. Click on ‘Save and Send Test Request’ to verify the integration.

After completing these steps, the lead data will automatically populate into your Google Sheets as new leads arrive, thanks to Pabbly Connect.

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5. Finalizing Your Automation Setup

After testing the Google Sheets connection, you should see the lead data populated in your spreadsheet. This confirms that the automation setup is complete and functioning as intended.

From this point onward, every time a new lead is generated through your Facebook lead ad, the details will automatically be added to your Google Sheets. This eliminates the need for manual data entry, making your workflow efficient.

With Pabbly Connect, you can further enhance your automation by integrating additional applications as needed. This powerful tool allows you to streamline various processes in your restaurant business.

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Conclusion

In summary, using Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for your restaurant can save you time and effort. By following the steps outlined, you can ensure that your lead data is collected seamlessly and efficiently.

Learn how to automate WhatsApp messages to Facebook leads using Pabbly Connect in this detailed tutorial. Step-by-step guide 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 start automating WhatsApp messages to Facebook leads, you will first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect homepage by typing Pabbly.com/connect into your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. Upon signing up, you will receive free tasks to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option and name your workflow, for example, ‘Send WhatsApp Message to Facebook Leads Automatically’.

• Provide a name for your workflow.
• Select the folder to save your workflow.
• Click ‘Create’ to proceed.

Once created, you will see options for setting up a trigger and an action. The trigger will be Facebook Lead Ads, and the action will be sending a WhatsApp message using a service like Interact. This setup is crucial for automating the message sending process.

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3. Configuring Facebook Lead Ads as Trigger

In this step, you will set Facebook Lead Ads as the trigger application in Pabbly Connect. Select Facebook Lead Ads from the trigger options and choose ‘New Lead Instant’ as the trigger event. This means the workflow will activate whenever a new lead is captured from Facebook.

Click on ‘Connect Now’ and select ‘Add New Connection’ to link your Facebook account. Ensure you are logged into your Facebook account to authorize the connection successfully. After connecting, select the appropriate Facebook page and lead generation form associated with it.

• Choose the Facebook page (e.g., Sparkle Evenings).
• Select the lead gen form you want to use.
• Click ‘Save and Send Test Request’ to proceed.

After saving, you will need to perform a test submission to capture the lead data into Pabbly Connect. This is essential for ensuring the integration works correctly.

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4. Sending WhatsApp Messages Using Interact

Now that you have set up the trigger, the next step is to configure the action to send WhatsApp messages through Interact. Select Interact as the action application and choose ‘Send WhatsApp Template Message’ as the action event. using Pabbly Connect

Click on ‘Connect’ and select ‘Add New Connection’ to connect your Interact account. You will need to enter a secret key from your Interact developer settings. Once connected, you can begin mapping the required fields for sending the WhatsApp message.

Map the phone number and country code from the lead data. Enter the template code name for the WhatsApp message. Specify any variables required in the message template.

Once all details are mapped correctly, click on ‘Save and Send Test Request’ to send a test WhatsApp message to confirm the integration is successful.

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5. Verifying Successful Integration

After sending the test request, check your WhatsApp to verify if the message has been received. If successful, you will see a message confirming the registration with details like the name and email of the lead.

This confirms that your workflow is set up correctly, and every time a new lead is captured through Facebook Lead Ads, a WhatsApp message will be sent automatically using Pabbly Connect.

To summarize, you can customize messages by using variables in the template, ensuring that each lead receives personalized communication. This automation not only saves time but also enhances engagement with potential clients.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages to Facebook leads. By following these steps, you can enhance your lead engagement efficiently.

Learn how to integrate WhatsApp with Life Care Using Pabbly Connect to automate messages for Facebook leads in the healthcare industry. 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 WhatsApp and Life Care

Integrating WhatsApp with Life Care starts by setting up the connection between the two applications. First, you need to have a Facebook lead ad ready to collect leads. This integration allows you to send automated WhatsApp messages to leads gathered through Facebook ads.

To initiate this process, you will use Pabbly Connect. Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for a free account which includes 100 free tasks. Once logged in, navigate to the Pabbly Connect dashboard to create a new workflow.

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2. Creating the Workflow for Automated Messaging

Creating a workflow in Pabbly Connect is essential for automating WhatsApp messages. Click on the ‘Create Workflow’ button on the dashboard. Name your workflow something like ‘Send Automated WhatsApp Message to Facebook Leads’. Choose the folder where you want to save this workflow, such as ‘Facebook Lead Ads’.

After naming your workflow, you will see a trigger and action window. The trigger application will be Facebook Lead Ads, and the action application will be WhatsApp. Select ‘New Lead Instant’ as your trigger event to ensure that the workflow runs whenever a new lead is generated.

• Sign in to your Pabbly Connect account.
• Create a new workflow and name it appropriately.
• Set Facebook Lead Ads as your trigger application.

Once you have set up the trigger, you will need to connect your Facebook Lead Ads account with Pabbly Connect. After authorization, select the page and lead generation form associated with your business, like ‘Life Care Supplement Store’. This connection will allow you to capture leads directly from Facebook.

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3. Testing the Lead Integration for WhatsApp Messaging

After setting up the trigger, testing the integration is crucial. You need to make a sample submission of your lead generation form. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will prepare the system to receive a test lead. using Pabbly Connect

To conduct the test, go to the Meta for Developers page. Use the Lead Ads Testing Tool to submit a test lead for your ‘Life Care Supplement Store’ page. Fill out the lead form and submit it. This action will help confirm that your integration is set up correctly.

• Go to Meta for Developers and access the Lead Ads Testing Tool.
• Select your Facebook page and lead form.
• Submit a test lead to capture the data in Pabbly Connect.

Once you submit the test lead, return to Pabbly Connect to ensure the lead data has been captured correctly. This data will be essential for sending automated WhatsApp messages to new leads.

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4. Sending WhatsApp Messages to New Leads

With the Facebook lead successfully captured, the next step is sending automated WhatsApp messages. In the action window of your Pabbly Connect workflow, select ‘WhatsApp by AI Sensei’ as the action application. The action event should be set to ‘Send Template Message’. This will allow you to send pre-approved messages to your leads. using Pabbly Connect

To connect WhatsApp by AI Sensei, you will need to provide an API key from your AI Sensei account. After pasting the API key into Pabbly Connect, you can proceed to set up the campaign name and message template. Choose a template that has been approved for use, such as the one that welcomes leads and offers information about your products.

Select WhatsApp by AI Sensei as the action application. Set the action event to send a template message. Provide the API key from your AI Sensei account.

After setting up the message template, map the necessary fields such as mobile number and username from the lead data captured earlier. This mapping ensures that personalized messages are sent to each lead, enhancing customer engagement.

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5. Finalizing Your Integration and Testing

After configuring all settings, it’s time to finalize your integration. Click on ‘Save and Send Test Request’ to ensure that the WhatsApp message is sent successfully to the test lead. You should see a confirmation message indicating that the message was sent. using Pabbly Connect

Verify that the WhatsApp message received matches the template you set up. It should include personalized elements such as the lead’s name and details about your products. This successful test indicates that your integration between WhatsApp, Life Care, and Facebook Lead Ads is working flawlessly.

Click on ‘Save and Send Test Request’ to send a test message. Check that the message received is correct and personalized. Confirm the integration is working by checking the lead’s response.

Once confirmed, your automated WhatsApp messaging system for Facebook leads in the healthcare sector is fully operational. You can now efficiently engage with new leads through WhatsApp, streamlining your communication process.

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Conclusion

Integrating WhatsApp with Life Care using Pabbly Connect allows for automated messaging to Facebook leads. This setup enhances engagement and streamlines communication in the healthcare industry, ensuring timely responses to potential customers.

Learn how to use Pabbly Connect to send automated WhatsApp messages to new real estate leads from Housing.com. Step-by-step tutorial included. 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. Introduction to Pabbly Connect for WhatsApp Automation

Pabbly Connect is a powerful integration platform that automates the process of sending WhatsApp messages to new real estate leads from Housing.com. This tutorial will guide you through setting up this automation step-by-step.

To start, you need to create an account on Pabbly Connect. Once logged in, you can access the dashboard to begin creating workflows that connect Housing.com with WhatsApp messaging through AI Sensei.

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2. Setting Up Your Workflow in Pabbly Connect

To automate WhatsApp messages, you first need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. Give your workflow a name, such as ‘Send WhatsApp Message to Housing.com Real Estate Leads Automatically.’ Select the folder where you want to save this workflow and click ‘Create.’

Next, you will see two boxes labeled Trigger and Action. The Trigger box is where you select Housing.com to capture new leads, and the Action box is where you select AI Sensei to send WhatsApp messages. Here’s how to configure it:

• Select ‘AI Sensei’ as the Action application.
• Choose the trigger event for new leads from Housing.com.
• Copy the webhook URL provided by Pabbly Connect.

Once you have completed these steps, the integration between Housing.com and Pabbly Connect is set up to capture new leads automatically.

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3. Configuring the Webhook in Housing.com

After setting up the workflow in Pabbly Connect, the next step is to configure the webhook in your Housing.com account. Reach out to your account manager and provide them with the copied webhook URL. This step is crucial as it allows Housing.com to send lead information to Pabbly Connect.

Once the webhook is set up, every time a new lead is generated in Housing.com, the lead details will be sent to Pabbly Connect. You will need to perform a test submission to ensure the connection is working correctly.

• Contact your Housing.com account manager to set the webhook URL.
• Perform a test lead submission to verify the connection.
• Check for the webhook response in Pabbly Connect.

Once you receive a response, it confirms that the integration is functioning properly and ready to send WhatsApp messages.

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4. Sending WhatsApp Messages Using AI Sensei

Now that the webhook is configured, you can set up the action to send WhatsApp messages. In your Pabbly Connect workflow, select the action event for AI Sensei and click on ‘Connect.’ You will need to enter the API key from your AI Sensei account to establish the connection.

After connecting, you will be prompted to fill in details required for sending a WhatsApp message. These include:

Campaign name Lead’s phone number Message template parameters

Make sure to map the lead’s phone number and other details correctly. Once everything is configured, test the action to see if the WhatsApp message is sent successfully.

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5. Finalizing and Testing Your Automation

After setting up the WhatsApp message action in Pabbly Connect, it’s time to finalize your workflow. Ensure that all fields are filled out correctly, including the campaign name and message template. It’s important to use the correct format for the phone number, including the country code.

Finally, test the entire workflow by generating a new lead in Housing.com. If everything is set up correctly, you should receive an automated WhatsApp message on your phone. This confirms that your integration between Housing.com, AI Sensei, and Pabbly Connect is successful.

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Conclusion

Using Pabbly Connect, you can effortlessly automate the process of sending WhatsApp messages to new real estate leads from Housing.com. This integration not only saves time but also enhances communication with potential clients.

Learn how to automate workflows between Facebook Leads and WhatsApp using Pabbly Connect in just 7 minutes. Step-by-step guide 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 begin integrating Facebook Leads with WhatsApp, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard. Here, you will find the option to create workflows that automate your tasks seamlessly.

Once on the dashboard, locate the ‘Create Workflow’ button on the right side. Click on it, and you will be prompted to name your workflow. Choose a name that reflects your objective, such as ‘Facebook Leads to WhatsApp’. After naming, click on the ‘Create’ button to proceed.

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2. Configuring Facebook Leads as a Trigger in Pabbly Connect

Now that you have set up Pabbly Connect, it’s time to configure Facebook Leads as your trigger application. Select Facebook Lead Ads as the trigger application and choose the trigger event as ‘New Lead Instant’. This event will activate whenever a new lead is generated.

• Select ‘Connect’ to link your Facebook account.
• Choose the appropriate Facebook Page and Lead Generation Form associated with your account.
• Always ensure your Lead Generation Form is live to receive test leads.

After setting these parameters, click on ‘Save and Send Test Request’. This step ensures that your integration is set up correctly. You will need to submit a test lead to verify that the data is captured accurately.

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3. Testing the Integration with Pabbly Connect

With Pabbly Connect configured, it’s essential to test the integration. Use the Meta for Developers page to access the Lead Ads Debug Tool. This tool allows you to simulate a lead submission to check if the data flows correctly into Pabbly Connect.

Fill in the required fields such as first name, last name, email address, and phone number. After completing the form, click ‘Next’ and then ‘Submit’. Return to Pabbly Connect to see if the webhook response has captured the lead details accurately.

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4. Setting Up WhatsApp as an Action in Pabbly Connect

After successfully testing the Facebook Leads trigger, the next step is to configure WhatsApp as the action application in Pabbly Connect. Choose WhatsApp by NC as the action application and select ‘Send Template Message’ as the action event.

• Connect your WhatsApp account by adding a new connection and entering the API key from your WhatsApp account.
• Map the mobile number with the country code and the name of the lead to personalize the message.
• Specify the source as ‘Facebook Leads’ and tag the entry as ‘New Lead’.

Once you have filled in all the necessary information, click on ‘Save and Send Test Request’. This action will send a WhatsApp message to the lead confirming their submission.

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5. Verifying Successful Integration of Facebook Leads to WhatsApp

To ensure that the integration is fully functional, test the workflow in real-time. Go back to the Meta for Developers page and submit another lead with different details. After submitting, check WhatsApp to verify that the new lead has received the automated message.

If the message is received, you have successfully integrated Facebook Leads to WhatsApp using Pabbly Connect. This integration allows you to automate your communication with leads efficiently, ensuring timely follow-ups.

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Conclusion

In this tutorial, we explored how to integrate Facebook Leads to WhatsApp using Pabbly Connect. By following these steps, you can automate your lead communication and enhance your business efficiency.

Learn how to automate email sending to real estate leads using Pabbly Connect, integrating housing.com and Gmail for seamless communication. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate email sending to real estate leads, you need to access Pabbly Connect. Start by creating a free account on the platform, which can be done in just a few minutes. Once logged in, you will have access to the dashboard where you can create workflows that connect various applications.

After logging into Pabbly Connect, click on the blue button labeled ‘Create Workflow’ to begin. Provide a name for your workflow, such as ‘Send Email to Real Estate Leads Added to Housing.com.’ This naming helps in identifying the workflow later.

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2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the next step is to set up the trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. For this integration, select ‘Housing.com’ as the trigger application and choose the event ‘New Leads.’ This means that every time a new lead is captured on Housing.com, the workflow will trigger.

• Select ‘Housing.com’ as the trigger application.
• Choose the event ‘New Leads’ to capture incoming leads.
• Copy the provided webhook URL for later use.

Once you have set the trigger, follow the instructions to capture the webhook response. This involves contacting your account manager to set up the webhook URL so that new lead data can be captured automatically in Pabbly Connect.

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3. Configuring Gmail Action to Send Emails

After setting up the trigger, the next step in Pabbly Connect is to configure the action, which will be sending an email via Gmail. Select Gmail as the action application and choose the event ‘Send Email.’ This action will enable you to send an email automatically to the lead.

Click on ‘Connect’ and then choose to add a new connection to your Gmail account. You will need to provide access to your Gmail so that Pabbly Connect can send emails on your behalf. Once connected, you will fill in the required fields for the email, including the recipient’s email address, which will be dynamically mapped from the lead data captured earlier.

• Map the recipient email address from the captured lead data.
• Fill in the subject line and body of the email.
• Choose whether to send a plain text or HTML email.

Make sure to customize the email content, including formatting options if you choose HTML. This allows you to create a visually appealing email that captures the lead’s attention.

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4. Finalizing the Workflow in Pabbly Connect

Now that you have set up both the trigger and action in Pabbly Connect, it’s time to finalize the workflow. Review all the settings to ensure that the trigger captures new leads correctly and that the action sends emails as intended. Click on the ‘Save’ button to save your workflow.

Once saved, you can test the workflow by submitting a new lead through Housing.com. If everything is configured correctly, Pabbly Connect will automatically send an email to the lead’s email address, confirming their interest in your property.

Check your Gmail account to verify that the email has been sent successfully. This confirms that the integration between Housing.com and Gmail via Pabbly Connect is working perfectly. You can now sit back and let the automation handle your email communications with new leads.

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5. Benefits of Using Pabbly Connect for Automation

Using Pabbly Connect to automate email sending to real estate leads offers several benefits. Firstly, it saves you time by eliminating the need for manual email sending every time a new lead is captured. Secondly, it ensures prompt communication, which is crucial in the real estate market.

Additionally, with Pabbly Connect, you can customize your email content and format, making each communication more personal and engaging. This automation not only enhances your efficiency but also improves your chances of converting leads into clients.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate email sending to real estate leads captured via Housing.com. By setting up a trigger and action, you can streamline your communication process and improve lead engagement effectively.

Learn how to use Pabbly Connect to automate email notifications for new leads generated through Sula. Step-by-step tutorial with detailed instructions. 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 Lead Automation

To automate email notifications for new leads, we need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. On the homepage, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account, which takes only a couple of minutes. After signing up, you will receive 100 free tasks to explore the features of Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the ‘All Applications’ section. Here, you can find various Pabbly products. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard. On the dashboard, you can see your existing workflows and create new ones.

• Click on the ‘Create Workflow’ option.
• Name your workflow, e.g., ‘Automatically Send Emails to New Leads’.
• Select a folder to save the workflow, such as ‘Test Integration’.

After naming and selecting the folder, click on ‘Create’. You will now see two windows: one for the trigger and one for the action. This is where you will set up the integration between Sula and Gmail using Pabbly Connect.

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3. Setting Up the Trigger with Sula

In this step, you will set Sula as the trigger application in Pabbly Connect. Select Sula from the trigger application options and choose ‘New Lead’ as the trigger event. This event will activate the workflow whenever a new lead is captured from Sula.

Once you select the trigger event, a webhook URL will be provided. This URL is essential as it acts as a bridge between Sula and Pabbly Connect. Copy this webhook URL and send it to your Sula account manager since Sula does not allow users to add webhooks directly in their interface.

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4. Configuring the Action with Gmail

After setting up the trigger, the next step is to configure the action application, which is Gmail. Select Gmail as the action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ and select ‘Add New Connection’ to establish a fresh connection with Gmail.

• Click on ‘Connect with Gmail’ to authorize Pabbly Connect.
• Allow the necessary permissions for Pabbly Connect to access your Gmail account.

Once connected, you will need to fill in the email details. Map the recipient’s email address from the Sula response and enter the sender’s name, email subject, and body content. Mapping is crucial as it ensures the email content updates automatically for each new lead.

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5. Testing and Verifying the Integration

After configuring the email details, click on ‘Save and Send Test Request’ to test the integration. You should receive a confirmation message indicating that the email has been sent successfully. Verify the email by checking the recipient’s inbox.

This confirms that the integration between Sula and Gmail through Pabbly Connect is working correctly. Now, every time a new lead is captured in Sula, an email will be automatically sent to that lead via Gmail, streamlining your communication process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate email notifications for new leads from Sula. By setting up triggers and actions, you can efficiently manage your lead communications without manual intervention. This integration enhances your workflow and ensures timely responses to potential clients.

Learn how to automate WhatsApp messages to new leads using Pabbly Connect, Simply, and Interact. Follow our step-by-step tutorial for seamless integration. 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 begin using Pabbly Connect for automation, first, access the platform. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users should click on ‘Sign In’. Once logged in, navigate to the Pabbly Connect dashboard.

On the dashboard, you will find options to create workflows. Click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send WhatsApp Message to Sula Leads’, and select a folder to save it. After naming, click on ‘Create’ to proceed.

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2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow in Pabbly Connect. Select ‘Sula’ as your trigger application and choose ‘New Lead’ as the trigger event. This means that every time a new lead is generated in Sula, the workflow will activate.

• Select Sula as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the provided webhook URL.
• Send the URL to your Sula account manager for configuration.

After sending the webhook URL, you will receive a response containing lead information such as name, email, and phone number. This response will be used in the next steps of the automation.

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3. Sending WhatsApp Messages Using Pabbly Connect

With the trigger set up, the next step is to send WhatsApp messages using Pabbly Connect. For this, select ‘Interact’ as the action application and choose ‘Send WhatsApp Template Message’ as the action event. This integration allows you to send messages automatically to new leads.

Click on ‘Connect’ and create a new connection by entering the secret key from your Interact account. This key is found in the settings section of Interact. Once connected, you can map the lead’s phone number and other details to personalize the message.

• Select Interact as the action application.
• Choose ‘Send WhatsApp Template Message’ as the action event.
• Map the phone number from the Sula response.
• Enter the template code name and language code.

After filling in all necessary fields, click on ‘Save and Send Test Request’. If the setup is correct, you will receive a confirmation that the message has been sent successfully.

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4. Testing and Verifying the Integration

Once the WhatsApp message is sent, it’s crucial to test the integration to ensure everything works smoothly with Pabbly Connect. Check the WhatsApp account associated with the lead’s phone number to verify receipt of the message.

If the message appears correctly, it confirms that the integration is set up properly. Each time a new lead is generated in Sula, the WhatsApp message will automatically be sent, personalized with the lead’s information.

To further verify, you can run multiple tests by generating new leads in Sula. Ensure that the messages are sent correctly and that all information is accurately mapped. This will help in identifying any potential issues in the workflow.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages to new leads generated through Sula. By following the steps outlined, you can efficiently set up this integration and enhance your communication with potential clients.

Learn how to send automated WhatsApp messages to new real estate leads using Pabbly Connect. Follow this detailed tutorial for seamless integration with 99acres. 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 Integration

To send automated WhatsApp messages to new real estate leads, you need to access Pabbly Connect. Start by signing in to your Pabbly Connect account. If you are a new user, click on the ‘Sign Up for Free’ button to create your account and receive 100 free tasks.

Once logged in, navigate to the dashboard. From here, click on the ‘Create Workflow’ button located in the top right corner. This is where you will set up your integration between 99acres and WhatsApp.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow specifically for sending automated WhatsApp messages to new leads from 99acres. Name your workflow something descriptive, like ‘Send Automated WhatsApp Message to New Real Estate Leads in 99acres’. using Pabbly Connect

After naming your workflow, you will see a trigger and action setup. The trigger application will be 99acres, and the action application will be WhatsApp by AI Sensi. Here are the steps to follow:

• Select 99acres as your trigger application.
• Choose the trigger event as ‘New Lead’.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to configure this webhook URL in your 99acres account by reaching out to your account manager, as 99acres does not allow direct webhook configurations through its user interface.

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3. Capturing New Real Estate Leads from 99acres

Once the webhook URL is configured, Pabbly Connect will capture new lead data whenever a lead is generated in 99acres. This data includes essential details like the lead’s mobile number, name, email, and location. using Pabbly Connect

To verify that the integration works, you will need to test it by capturing the webhook response. Here’s how:

• Go back to Pabbly Connect and click on ‘Capture Webhook Response’.
• Ensure the data received includes the mobile number and other lead details.

Upon successful capture, you will see the details of the new lead, confirming that your automation is correctly set up to respond to new leads from 99acres.

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4. Sending Automated WhatsApp Messages through Pabbly Connect

The next step involves sending an automated WhatsApp message to the captured lead. For this, you will set WhatsApp by AI Sensi as your action application within Pabbly Connect. Select the action event as ‘Send Template Message’. using Pabbly Connect

To establish a connection, you will need to enter your API key from your WhatsApp by AI Sensi account. Follow these steps:

Click on ‘Connect’ to initiate the connection. Copy the API key from your WhatsApp account and paste it into Pabbly Connect. Click on ‘Save’ to confirm the connection.

Once the connection is established, you will need to specify the campaign name and the mobile number of the lead, mapping it from the previous step. This ensures that the automated WhatsApp message is sent to the right person.

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5. Verifying the Integration and Automation

Finally, after setting up the action to send a WhatsApp message, it’s crucial to verify that everything is working as intended. You can do this by sending a test request through Pabbly Connect. using Pabbly Connect

If the integration is successful, you will receive a confirmation that the WhatsApp message was sent. The message will read something like:”Dear [Name], your query has been received. Our relationship manager will get back to you within 24 hours. Please feel free to connect with us at [email protected]. Regards, Marketing Team 99 Acres.” This indicates that the automated WhatsApp message functionality is working correctly.

From this point onward, every time a new real estate lead is captured through 99acres, Pabbly Connect will ensure that an automated WhatsApp message is sent to that lead, streamlining your communication process.

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Conclusion

This tutorial has provided a detailed overview of how to send automated WhatsApp messages to new real estate leads using Pabbly Connect. By integrating 99acres with WhatsApp, you can enhance your lead management process effectively.