Request for Assistance with Pabbly Setup
Status: Closed · Asked by Anjali koli on · 0 views
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.
Thanks and Regards,Preeti Paryani
Customer Success Associate,
Pabbly.com
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:
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.
After submitting the Facebook Lead Form, the lead is redirected to Calendly to book a strategy call.
I need Pabbly to identify whether that particular lead has booked a call on Calendly or not.
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.
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.
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:
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.
After submitting the Facebook Lead Form, the lead is redirected to Calendly to book a strategy call.
I need Pabbly to identify whether that particular lead has booked a call on Calendly or not.
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.
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.
Thanks and Regards,
Preeti Paryani
Customer Success Associate,
Pabbly.com
Hello Team,
Thank you for your response.
I will share the existing workflow URLs for the Facebook Lead Form, Google Sheets, Calendly, and WhatsApp/Chatflow setup for your review.
My main objective is to create the following flow:
Facebook Lead Form leads should be added to Google Sheets.
Leads who book a call through Calendly should be identified and updated.
Leads who do not book a call should also remain updated in the sheet.
Leads who book a call should receive a WhatsApp confirmation with the booking details.
Leads who do not book should receive a WhatsApp follow-up encouraging them to schedule a call.
I would also like to have the Google Meet support session tomorrow, 11 August 2026, at 11:30 AM IST, if this slot is available.
Please confirm the availability for this time.
Thank you.
Workflow URL -https://connect.pabbly.com/v2/app/workflow/mapping/IjU3NjcwNTY5MDYzZjA0MzM1MjY5NTUzMTUxMzEi_pc
Regards,
Sidharth
Hello Sidharth,
Thank you for sharing the workflow details.
We have checked the workflow URL you provided. However, we would also like to review the workflow responsible for updating the Google Sheet based on Calendly bookings.
If you have already created a separate workflow for this purpose, please share its Workflow URL as well so that we can review the configuration and identify any gaps.
Regarding the Google Meet session, the 11:30 AM IST slot tomorrow, 11 August, is not available. We do have a 12:00 PM IST slot available. You can book the session using the scheduling link shared in our previous email:
https://calendly.com/d/ds8f-6tm-9wt
Please book the 12:00 PM slot at your convenience.
Hello Team,
Thank you for your response.
I will share the existing workflow URLs for the Facebook Lead Form, Google Sheets, Calendly, and WhatsApp/Chatflow setup for your review.
My main objective is to create the following flow:
Facebook Lead Form leads should be added to Google Sheets.
Leads who book a call through Calendly should be identified and updated.
Leads who do not book a call should also remain updated in the sheet.
Leads who book a call should receive a WhatsApp confirmation with the booking details.
Leads who do not book should receive a WhatsApp follow-up encouraging them to schedule a call.
I would also like to have the Google Meet support session tomorrow, 11 August 2026, at 11:30 AM IST, if this slot is available.
Please confirm the availability for this time.
Thank you.
Workflow URL -https://connect.pabbly.com/v2/app/workflow/mapping/IjU3NjcwNTY5MDYzZjA0MzM1MjY5NTUzMTUxMzEi_pcRegards,
Sidharth
Thanks and Regards,
Preeti Paryani
Customer Success Associate,
Pabbly.com