Request for Assistance with Pabbly Setup

Hello Pabbly Team,

I am currently working on a Pabbly setup involving Facebook Lead Forms, Calendly, Google Sheets, and WhatsApp automation through Pabbly Chatflow.

I have completed some parts of the setup, but I am facing a few issues while configuring the complete workflow correctly.

I would appreciate it if you could connect me with one of your sales/support representatives who can understand my requirements and guide me through the setup.

If possible, I would prefer to discuss the complete workflow over a Google Meet so that I can explain the issues by sharing my screen and get them resolved properly.

Please let me know a suitable time for a Google Meet.

Thank you.

Regards,
Sidharth
ClimbnRise Digital Marketing Pvt. Ltd.

Hello Sidharth,

Thanks for reaching out, and happy to help you with your Pabbly setup involving Facebook Lead Forms, Calendly, Google Sheets, and WhatsApp automation through Pabbly Chatflow.

To help our team look into this properly, could you please reply with a few details:

1. Which specific part of the workflow are you facing issues with, and what exactly happens (the exact error message or unexpected behavior)?
2. Any screenshots or a short screen recording that shows the problem.
3. Your relevant Workflow URL(s) so we can review the setup.

Please note our support team can guide you through the setup and walk you through how to use the nodes, but as per our support policy we do not build or configure full custom workflows on your behalf. We will help you understand the core setup so you can complete it.

Regarding a call: Pabbly does offer scheduled support sessions over Google Meet. Once we have the details above, we can share a scheduling link so you can pick a convenient slot. Sharing the information first helps us prepare in advance and often resolves things faster.

Looking forward to your response.

Hello Preeti mam,

Thank you for your response.

I would like to explain the complete workflow I am trying to set up and the issues I am currently facing.

The workflow I need is as follows:

1. When a lead fills out my Facebook Lead Form, their details such as Name, Phone Number, Email, etc. should automatically be added to my Google Sheet/Excel.

2. After submitting the Facebook Lead Form, the lead is redirected to Calendly to book a strategy call.

3. I need Pabbly to identify whether that particular lead has booked a call on Calendly or not.

4. If the lead books a call on Calendly:

• Their existing row in the Sheet should automatically be updated.

• The status should change to something like “Call Booked”.

• Calendly details such as booked date and time should also be updated in the Sheet.

• A separate WhatsApp confirmation message should be sent to that lead through Pabbly Chatflow with their call booking details.

5. If the lead fills the Facebook form but does NOT book a call on Calendly:

• Pabbly should automatically check whether a Calendly booking exists for that lead.

• Their status in the Sheet should be updated to something like “Call Not Booked”.

• A different WhatsApp follow-up message should be sent asking/pitching them to complete their call booking.

The main issue I am facing is understanding how to connect and configure the Calendly part correctly so that Pabbly can match the Facebook lead with the Calendly booking and automatically determine whether the person has booked the call or not.

I have also added Google Sheet and some other actions in the workflow, but I am not getting the expected responses/results from those actions. I would like your team to review whether I have selected and configured the correct actions.

I would also like some guidance regarding which Pabbly Connect actions/nodes should be used for each part of this workflow, especially:

• Capturing Facebook Lead Form data

• Adding the lead to Google Sheets

• Checking/matching Calendly booking data with the Facebook lead

• Updating the existing lead row instead of creating duplicate rows

• Updating Call Booked / Call Not Booked status

• Capturing Calendly booking date and time

• Sending different WhatsApp messages based on booking status

• Creating the correct conditions/routers/filters for both scenarios

I understand that your team may not build the complete custom workflow on my behalf. I mainly need guidance on the correct workflow structure, actions and configuration so that I can complete it properly.

It would be very helpful if we could schedule a Google Meet where I can share my screen, show you my existing setup, and understand what needs to be corrected.

Please share the scheduling link for a support session.

Thanks and Regards,
Sidharth
ClimbnRise Digital Marketing Pvt. Ltd.

Hello Sidharth,

Thank you for sharing the complete workflow requirements and the details of your setup.

To help you with this more effectively, could you please share the Workflow URL(s) for the workflows you have already created, including the workflows related to:

• Facebook Lead Forms

• Google Sheets

• Calendly

• WhatsApp/Chatflow

We will review the existing configuration and identify where the gap is in the current setup. Based on our review, we can suggest the required changes and guide you on how to configure the workflow to achieve the desired flow.

You may also book a Google Meet session with our support team using the link below:

https://calendly.com/d/ds8f-6tm-9wt

During the session, you can share your screen and walk us through the current setup, and we'll guide you accordingly.