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Automation: tools to improve business efficiency
Do your managers process requests slowly, lost tasks and agreements in their correspondence, store the customer base in Excel? Do you know that any disgruntled leaving manager may use your Excel database? If you cannot control tasks, processes and bases you have losses. Automation can help to return control to you and your managers. This …
How to connect Salesforce to Albato
Before creating a bundle, you need to connect the service to Albato. Open «Connections» tab, select Salesforce and click «Add a connection» Then fill in the connection fields: In the «Name» field enter any name for the connection. In the «Additional Objects» field add the names of the Salesforce objects that you want to create, …
How to create Pipedrive CRM contact and deal from Facebook Lead Ads
In this tutorial we will create a bundle to send data from Facebook Lead Ads to Pipedrive creating Contact and Deal. Make sure Facebook and Pipedrive have already been connected to Albato. Connecting Facebook to Albato. Connecting Pipedrive to Albato. In the top menu open «My Bundles» tab and click «Create a bundle» button. Select …
Data Migration Mode
Albato has Data Migration feature that allows you to send data for a certain period. This feature may help, for example, to compare last month advertising efficiency with this month last year. Creating a bundle, please notice that services have different Ad leads storage time. This mode will also be useful at changing CRM system …
Bundle Start Schedule
Start Schedule is an Albato tool that allows you to set up frequency of receiving data. This setting is available for API bundles only. Such bundles have API icon in the bundle card on «My bundles» screen. To set up schedule, click the gear icon in the bundle card. When the bundle builder page …
How to set up SendPulse WhatsApp chatbot
Albato has integrated SendPulse WhatsApp chatbots. To start using them, first create a connection to Albato. Connecting WhatsApp to Albato Open «Connections» tab and click «Add a connection»: then select WhatsApp and click «Add a connection»: next step is to fill in the fields. Name — create your own name or use «My Account WhatsApp». …
Router Tool
This tool will help you to set up the conditions for different scenarios in the bundle. Router has a simple scheme: «Condition A => start STEP A» => «Otherwise => start STEP B”. How to use the tool Let’s consider tool feature using an example: We have received an order from an online store based …
Facebook Lead Ads and Google Sheets integrations
In this tutorial, you will learn how to send data from Facebook (Ad leads) to Google Sheets (spreadsheets). First, connect services to Albato: Connecting Facebook to Albato Connecting Google Sheets to Albato Create a bundle Second step is to create a bundle: go to My bundles page and click Create a bundle. Then set up …
Facebook Lead Ads Testing Tool
Facebook Lead Ads Testing Tool https://developers.facebook.com/tools/lead-ads-testing/ is useful. In this tutorial you will learn how to use it. To send a correct test Facebook Ad lead, specify page and form: As well as remove all previous Ad leads. Click «Delete lead» until «You do not have a lead submitted for the selected form yet» sign …
Connecting MailChimp to Albato
In this tutorial you will learn how to connect MailChimp to Albato. The mailing service is a popular solution for foreign markets. Open «Connections» page and click the «Add a connection» button. Next step is to select the Email marketing category and the service, or use the search field. Then click «Add a connection» button. …
Connecting Pipedrive to Albato
Firstly connect Pipedrive to Albato to use the service in your business automations. Open the «Connections» page and click «Add a connection» button. Then select the «CRM system» category or use the search box to find the service. Select Pipedrive and click the «Add a connection» button. Now create a name for the connection to …
Create a bundle of Facebook and Bitix24
This bundle sends data from Facebook Ads, creates new or updates existing leads in Bitrix24. Set up the service to send the data Open «My bundles» tab, click «Create a bundle», then «New» buttons. Select the service to send the data from — Facebook, the trigger — «Lead Ad», and the connection. Specify the additional …
Work with Facebook Ad Leads even faster
Albato has a new feature for Facebook «Lead Ads (Webhook)». Now you can select one page to receive leads from all lead-forms at once. You don’t have to create a bundle for each Ad anymore. Leads will be sent within 10 seconds. Of course, you can still select one Ad, and the bundle will work …
How to connect Airtable to Albato
For creating automations with Airtable, connect the service to Albato. Open the «Connections» tab in Albato menu, then click the «Add a connection» button. Then select “Other” value in the first field or use the search in the second field. Selecting Airtable service, click the «Add a connection» button. Create a name to the service …
How to use Google Lead Form Extension integrated with CRM
Do you use Google Ads? Then try Google Lead Form to convert leads visitors directly from the search page. A new tool is for mobile advertisement. How Google Lead Form works Computer is more convenient to follow the ad, visit website and place an order. The mobile screen is small and takes time to find …
