Author: Nitin Maheshwari

Learn how to automatically create Xero contacts from Jotform submissions using Pabbly Connect. Follow this step-by-step guide 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

---

1. Accessing Pabbly Connect Dashboard

To start using Pabbly Connect for automating the creation of Xero contacts from Jotform submissions, first, access the Pabbly Connect dashboard. You can sign up for a free account which provides 100 free automation tasks each month.

Once you log in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, give your workflow a name, and click on ‘Create’ to proceed.

---

2. Setting Up the Trigger with Jotform

Now, we will set up the trigger in Pabbly Connect using Jotform. This trigger will activate when a new form submission is received. In the workflow, search for Jotform and select it as your trigger application.

• Select the trigger event as ‘New Response’.
• Copy the provided webhook URL.

Next, go to your Jotform dashboard, select your form, and navigate to the settings. Under ‘Integrations’, find and select ‘Webhooks’. Paste the copied webhook URL here and complete the integration. This connects your Jotform to Pabbly Connect.

---

3. Capturing the Response from Jotform

After integrating Jotform with Pabbly Connect, you need to capture the response from a test submission. Fill out the form as a test customer, providing details such as name, email, and phone number.

Once the form is submitted, return to your Pabbly Connect workflow. You will see that the webhook is now waiting for a response. Click on ‘Test Webhook’ to capture the data submitted from Jotform. This data will be used to create a contact in Xero.

---

4. Creating a Contact in Xero

Now that we have the test data, it’s time to connect Xero in Pabbly Connect. Search for Xero in the action step and select it. Choose the action event as ‘Create a Contact’ and click on ‘Connect’.

• Add a new connection using the client ID and client secret from your Xero developer application.
• Map the fields from the Jotform submission to the corresponding fields in Xero.

After mapping, click on ‘Save and Send Test Request’ to create the contact in Xero. You should see the new contact appear in your Xero dashboard with the details from the Jotform submission.

---

5. Completing the Automation

Your automation setup is now complete. With Pabbly Connect, every time a customer submits the Jotform, a new contact will be created in Xero automatically, saving you time and effort.

Once set up, you won’t need to do anything manually. The automation will run seamlessly in the background. You can also clone the workflow provided in the video for immediate use in your own Pabbly Connect account.

---

Conclusion

In this tutorial, we demonstrated how to automatically create Xero contacts from Jotform submissions using Pabbly Connect. This integration streamlines your workflow and enhances productivity by automating contact creation.

Learn how to recover lost sales from shopping cart abandonment using Pabbly Connect to integrate Gmail and ThriveCart effectively. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Understanding Cart Abandonment and Its Impact

Cart abandonment occurs when a customer adds products to their cart but leaves without completing the purchase. This can happen for various reasons, such as distractions or urgent matters. Using Pabbly Connect, you can automate the process of reminding customers about their abandoned carts, helping you recover lost sales.

To effectively combat cart abandonment, it’s essential to understand its implications:

• Increased loss of potential revenue.
• Lower customer retention rates.
• Negative impact on brand reputation.

By addressing cart abandonment through Pabbly Connect, you can enhance customer engagement and increase sales conversions.

---

2. Setting Up Pabbly Connect for Cart Recovery

To set up the automation for cart recovery, begin by accessing Pabbly Connect. Go to the dashboard by visiting Pabbly.com/connect and create an account if you haven’t already. Once logged in, click on the ‘Create Workflow’ button to start the process.

Name your workflow appropriately, such as ‘Recover Abandoned Carts Automation,’ and click on the ‘Create’ button. This will lead you to the workflow page where you can set up triggers and actions. The trigger for this automation will be the cart abandonment event from ThriveCart, while the action will be sending an email via Gmail.

---

3. Configuring the ThriveCart Trigger in Pabbly Connect

In the workflow settings, select ThriveCart as the trigger application. Choose the trigger event labeled ‘Cart Abandoned.’ This event will activate when a customer enters their email on the cart page but fails to complete the purchase. Click on ‘Connect’ to establish a connection with ThriveCart. using Pabbly Connect

To connect, you will need the API token from your ThriveCart account. Navigate to the ThriveCart dashboard, go to the settings, and find the API and Webhooks section. Generate a new API key, name it (e.g., ‘Abandon Cart’), and copy the key into Pabbly Connect. After saving, select the product for which you want to set up the automation.

---

4. Sending Email Notifications via Gmail

After setting up the trigger, it’s time to configure the action to send an email notification using Gmail. Select Gmail as the action application and choose the ‘Send Email’ action event. Connect your Gmail account by following the prompts to provide necessary permissions. using Pabbly Connect

In the email configuration, you will map the recipient’s email address from the ThriveCart trigger data. Personalize the email subject and content to encourage customers to return to their cart. For example, use a subject line like ‘Your Product is Waiting for You in Your Shopping Cart’ and include a message with a link back to the checkout page.

---

5. Testing and Activating the Workflow

Once the email configuration is complete, it’s crucial to test the automation. Perform a test submission by simulating a cart abandonment scenario. Wait for approximately 15 minutes to allow the webhook to trigger and capture the abandonment data.

After confirming that the email is sent as expected, activate the workflow. This will ensure that every time a customer abandons their cart, they will receive a reminder email automatically. This setup allows for seamless recovery of lost sales through the effective use of Pabbly Connect.

---

Conclusion

Using Pabbly Connect to integrate Gmail and ThriveCart provides a powerful solution for recovering lost sales due to cart abandonment. By automating email reminders, you can enhance customer engagement and significantly improve conversion rates.

Learn how to automatically update your Webflow site live items from Google Sheets daily using Pabbly Connect. Follow this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Automation

To automate the process of updating your Webflow site live items from Google Sheets on a daily basis, you first need to access Pabbly Connect. This tool allows you to create workflows that connect different applications seamlessly.

Start by signing up for a free account on Pabbly Connect. Once you’ve logged in, navigate to the dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Update Website’. This initial setup is crucial for establishing the automation process.

---

2. Configuring Google Sheets as the Trigger

Next, you need to configure Google Sheets as the trigger for your automation. In Pabbly Connect, select the ‘Google Sheets’ application and choose the ‘New Spreadsheet Row’ trigger event. This setup will allow Pabbly Connect to monitor your Google Sheets for any new data entries.

• Select your Google account and allow access to Pabbly Connect.
• Choose the specific Google Sheet you want to monitor.
• Define the range of data to be monitored (e.g., A2:D6).

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that your Google Sheets data is being fetched correctly. This step verifies that Pabbly Connect is properly connected to your Google Sheets.

---

3. Scheduling the Automation to Run Daily

To ensure that your Webflow site updates automatically, you need to schedule the workflow to run daily. In Pabbly Connect, use the ‘Scheduler’ feature to set the frequency of your automation.

• Select ‘Every Day’ as the frequency.
• Enter the time you want the workflow to run in UTC format (e.g., for 9 AM IST, enter 3:30 AM UTC).

Once you’ve scheduled your workflow, it will automatically check your Google Sheets for updates at the specified time each day, triggering the next steps in the integration process.

---

4. Updating Live Items in Webflow

After configuring the trigger and scheduling the automation, the next step is to update your Webflow items. In this step, you will connect Pabbly Connect to Webflow and select the ‘Update Live Items’ action event.

To do this, connect Webflow by selecting your site and the specific collection you want to update. Map the necessary fields from your Google Sheets data to the corresponding fields in Webflow, such as the closing price and item ID. This ensures that the correct data is being pushed to your Webflow live items.

---

5. Finalizing the Workflow and Testing

Finally, you need to finalize your workflow by testing the entire process. In Pabbly Connect, click on ‘Save and Send Test Request’ to execute the workflow. This will send the data from Google Sheets to Webflow and update the live items accordingly.

Make sure to check your Webflow site to verify that the updates have been applied correctly. If everything looks good, your automation is now complete! You can sit back and let Pabbly Connect handle the daily updates for you.

---

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the updating of your Webflow site live items from Google Sheets on a daily basis. By following these steps, you can ensure that your website always reflects the latest data without manual intervention.

Learn how to automate sending booking confirmations on WhatsApp using Pabbly Connect. Step-by-step tutorial for seamless integration with booking apps. 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

---

1. Accessing Pabbly Connect for Automation

To automate sending booking confirmations on WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Once there, you can sign up for free and create an account in just two minutes.

After logging in, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation. For this tutorial, name your workflow something like ‘Send Booking Confirmations on WhatsApp’ to keep it organized.

---

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In this case, the trigger application will be ‘Book Like a Boss,’ which is used for managing bookings. Select it from the workflow search options and choose the ‘New Booking Created’ trigger event.

• Choose ‘Book Like a Boss’ as your trigger application.
• Select ‘New Booking Created’ as the trigger event.
• Copy the webhook URL provided for integration.

Paste this webhook URL into the ‘Integrations’ section of your ‘Book Like a Boss’ dashboard. This connection will allow Pabbly Connect to receive data whenever a new booking is made, enabling the automation to function seamlessly.

---

3. Capturing Booking Data from Book Like a Boss

After configuring the trigger, the next step in Pabbly Connect is to capture the booking data. Perform a test booking on your booking page to generate a sample response. This response will contain all necessary details such as the customer’s name, email, and phone number.

Once the test booking is completed, check the response in Pabbly Connect. You should see all relevant booking details captured, including the date and time of the booking. Note that the time may appear in UTC format, which is important for the next steps.

---

4. Formatting Date and Time for WhatsApp Confirmation

To ensure that the booking date and time are displayed correctly in WhatsApp messages, you will need to format the captured data using Pabbly Connect. Add an action step and choose the ‘Date Time Formatter’ feature to convert the UTC time to your local time zone.

• Select ‘Format Date with Time Zone’ as the action event.
• Map the date and time from the previous step.
• Choose your local time zone for accurate representation.

This step ensures that your WhatsApp messages reflect the correct date and time, enhancing the professionalism of your booking confirmations.

---

5. Sending Booking Confirmation via WhatsApp

The final step in the automation process involves sending the formatted booking confirmation message through WhatsApp using the 360 Dialog application integrated into Pabbly Connect. Select ‘360 Dialog’ as your action application and choose the ‘Send Template Message’ action event.

Connect your 360 Dialog account by entering your API key and domain name. After connecting, select the message template you created for confirmations. Map the customer’s name, appointment date, and time into the template fields to personalize the message.

---

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate sending booking confirmations via WhatsApp. By following the steps outlined, you can enhance customer experience and streamline your booking process. Automating this communication not only saves time but also improves customer satisfaction.

Learn how to automate WooCommerce orders when a sale occurs on Convertri using Pabbly Connect. Step-by-step guide included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for WooCommerce and Convertri Integration

To create a WooCommerce order automatically when a sale happens on Convertri, the first step is to set up Pabbly Connect. Begin by logging into your Pabbly Connect account and navigate to the dashboard. If you are new to Pabbly Connect, you can sign up for a free account and get started with 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Convertri to WooCommerce Automation’ and click ‘Create’. This will lead you to the workflow page where you can set up the trigger and action.

---

2. Trigger Setup with Convertri in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Convertri as the trigger application and choose the event ‘New Purchase’. This event will initiate the workflow whenever a sale occurs on your Convertri page.

• Search for Convertri and select it.
• Select ‘New Purchase’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Now, navigate to your Convertri dashboard, go to the account section, and find the webhook secret key. Generate a new key, then go to your product settings and paste the webhook URL in the webhook URL field. Save the changes to complete the trigger setup.

---

3. Testing the Convertri Purchase Trigger

After setting up the trigger, it’s crucial to test it to ensure it works correctly. Perform a test purchase on your Convertri sales page. Fill in the customer details, including name, email, and payment information, and complete the transaction.

Once the purchase is completed, return to Pabbly Connect to check if the data from the purchase has been captured. You should see the details of the order, including transaction amount and customer information, in the response section.

---

4. Setting Up WooCommerce in Pabbly Connect

Now that you have tested the trigger, it’s time to set up the action in Pabbly Connect. Choose WooCommerce as the application for the action step. Select ‘Retrieve Customer by Email’ as the action event to check if the customer already exists in your WooCommerce store.

• Connect your WooCommerce account by entering your Consumer Key, Consumer Secret, and Store URL.
• Map the customer email from the previous step.
• Save and send a test request to retrieve the customer data.

Based on the response, you can determine if the customer is new or existing. This will dictate the next steps in your workflow.

---

5. Creating Orders in WooCommerce through Pabbly Connect

Depending on whether the customer is existing or new, set up two different paths using the router feature in Pabbly Connect. For existing customers, you will create an order directly in WooCommerce. Select ‘Create an Order’ as the action event and map the necessary fields such as customer ID, billing details, and product information.

If the customer is new, first create the customer in WooCommerce using ‘Add New Customer’ and then create the order. Map all the required fields from the Convertri purchase data, ensuring a seamless transition from sale to order creation.

---

Conclusion

This tutorial demonstrates how to automate the process of creating WooCommerce orders automatically when a sale happens on Convertri using Pabbly Connect. By following these steps, you can streamline your e-commerce operations and enhance productivity without manual data entry.

Learn how to automate daily performance reports for your sales team on WhatsApp using Pabbly Connect and Pabbly Connect with this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Sales Automation

Pabbly Connect is an excellent automation platform designed to streamline processes for your sales team. In this tutorial, we will explore how to set up Pabbly Connect to send daily performance reports to your sales team via WhatsApp. using Pabbly Connect

The automation will involve integrating Pabbly Form Builder to collect data from your sales team and then sending this information through WhatsApp automatically. This setup not only saves time but also keeps your team motivated and informed about their daily performance.

---

2. Creating a Form with Pabbly Form Builder

To begin, you need to create a form using Pabbly Form Builder. This form will be used by your sales team to submit their daily performance data. The form should include fields for the date, team member name, clients approached, total sales, and remarks.

• Date of submission
• Team member name
• Clients approached
• Total sales
• Remarks

Once your form is created, the sales team can fill it out at the end of each day. This data will be captured by Pabbly Connect to automate the reporting process.

---

3. Setting Up Your Pabbly Connect Workflow

Now, navigate to your Pabbly Connect dashboard and create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, like ‘Sales Team Performance Automation’. This is where the magic happens!

Next, set the trigger for your workflow. Select Pabbly Form Builder as the app and choose the ‘New Form Submission’ event. This will generate a webhook URL that you’ll need to connect your form to Pabbly Connect.

• Copy the webhook URL generated in Pabbly Connect.
• Go to Pabbly Form Builder and select the form you created.
• Under Integrations, add the webhook URL to connect.

After connecting, perform a test submission on your form to ensure that data is being captured correctly in Pabbly Connect.

---

4. Updating Google Sheets with Sales Data

After setting up the trigger, the next step is to update a Google Sheet with the sales data submitted by your team. In your Pabbly Connect workflow, add an action step and select Google Sheets as the app.

Choose the ‘Add New Row’ action to create a new entry in your sales data sheet. Connect your Google account and select the spreadsheet where you want the data to be recorded. Map the fields from the form submission to the respective columns in your Google Sheet. This ensures that each new submission is logged automatically.

Select your Google Sheets spreadsheet. Map the fields from your form submission to the appropriate columns. Test the connection to ensure data is being recorded.

This integration with Pabbly Connect ensures that your sales data is always up-to-date and easily accessible for analysis.

---

5. Sending Performance Reports on WhatsApp

Finally, to complete the automation, you will send a performance report to your sales team via WhatsApp. For this, add another action step in your Pabbly Connect workflow and select 360 Dialogue as the app to send WhatsApp messages.

Choose the ‘Send Template Message’ action and connect your 360 Dialogue account using the API key. Select the message template you’ve created, and map the necessary fields from your previous steps, such as the team member’s name, today’s sales, and remaining targets.

Select the recipient’s mobile number from the lookup step. Map the body fields to personalize the message. Test to ensure the message is sent correctly.

With this setup, your sales team will receive their daily performance reports automatically via WhatsApp, keeping them informed and motivated.

---

Conclusion

In this tutorial, we explored how to utilize Pabbly Connect and Pabbly Form Builder to automate the process of sending daily performance reports to your sales team via WhatsApp. By following these steps, you can ensure that your team stays updated on their performance effortlessly.

Setting up this automation not only saves time but also enhances communication within your team. Start using Pabbly Connect today to streamline your sales reporting process!

Learn how to integrate Google Sheets with Zoho CRM using Pabbly Connect to automate lead capturing effortlessly. 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

---

1. Setting Up Pabbly Connect for Google Sheets and Zoho CRM Integration

To start the integration process, you first need to access Pabbly Connect. This platform enables seamless automation between Google Sheets and Zoho CRM. Begin by signing up at Pabbly’s website, where you can create a free account and access 100 free automation tasks each month.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Google Sheets to Zoho CRM’, and click ‘Create’. This initiates the setup process for your integration.

---

2. Trigger Setup with Google Sheets in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Google Sheets as your trigger application. Choose the ‘New or Updated Spreadsheet Row’ as your trigger event, which will activate whenever a new row is added to your Google Sheet.

• Select Google Sheets from the application list.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to configure your Google Sheet to connect with Pabbly Connect. Install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace, refresh your Google Sheet, and paste the webhook URL into the add-on’s initial setup section.

---

3. Performing Test Submission from Google Sheets

Now that you have set up the trigger, it’s time to perform a test submission. In the Pabbly Connect dashboard, you will see a message indicating that it is waiting for a webhook response. This means the connection is ready to receive data from your Google Sheet. using Pabbly Connect

Go back to your Google Sheet, enter a new lead’s data in the specified row, and click on the ‘Send Test’ button in the Pabbly Connect add-on. This action sends the test data to Pabbly Connect, which will confirm the successful receipt of data.

• Enter your lead details in a new row of your Google Sheet.
• Click ‘Send Test’ in the Pabbly Connect add-on.
• Check Pabbly Connect for a successful test data receipt.

Once you verify that the data is received, you can proceed to the next step of sending this data to Zoho CRM.

---

4. Action Setup to Insert Records in Zoho CRM

With the test data captured, the next step is to set up the action in Pabbly Connect to insert records into Zoho CRM. Select Zoho CRM as your action application and choose the ‘Insert Record’ action event. This will create a new lead in your Zoho CRM whenever a new entry is made in your Google Sheet.

Connect your Zoho CRM account by providing the required domain and authorizing Pabbly Connect. Once connected, you will need to select the ‘Leads’ module and the layout you want to use for your leads. Map the fields from the test data received from Google Sheets to the corresponding fields in Zoho CRM.

Select Zoho CRM as the action application. Choose ‘Insert Record’ as the action event. Map the fields from Google Sheets to Zoho CRM.

After mapping the fields, click on ‘Save and Send Request’ to test the action. If successful, you will see a confirmation message, and the new lead will be added to your Zoho CRM.

---

5. Conclusion: Automating Your Lead Management with Pabbly Connect

In conclusion, integrating Google Sheets with Zoho CRM using Pabbly Connect streamlines your lead capturing and nurturing process significantly. By automating this workflow, you eliminate manual data entry, saving time and reducing errors.

With just a few steps, you can set up this integration to ensure that every new lead entered into your Google Sheet is automatically added to your Zoho CRM. By utilizing Pabbly Connect, you can enhance your productivity and focus on nurturing your leads effectively.

---

Learn how to use Data Forwarder in Pabbly Connect to integrate applications like Facebook, YouTube, and Square seamlessly. Follow our step-by-step tutorial! 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

---

1. Introduction to Data Forwarder in Pabbly Connect

The Data Forwarder feature in Pabbly Connect allows users to send data from their workflows to different applications or workflows. This functionality is crucial for automating processes and enhancing data flow between various platforms. By utilizing this feature, users can efficiently manage and redirect data as per their needs.

In this section, we will explore how to access the Data Forwarder within Pabbly Connect and its significance in automating tasks. This feature simplifies the process of forwarding data, making it a valuable tool for integration.

---

2. Setting Up Pabbly Connect for Data Forwarding

To set up Pabbly Connect for data forwarding, start by creating a workflow that includes the Pabbly Form Builder as the trigger application. This allows you to capture form submissions and process the data accordingly. Once the workflow is created, you can proceed to set up the Data Forwarder.

• Log into your Pabbly Connect account.
• Create a new workflow and select Pabbly Form Builder as the trigger.
• Capture the form submission response to proceed with data forwarding.

After completing these steps, you are ready to implement the Data Forwarder feature. This setup ensures that the data collected from the form can be forwarded seamlessly to other applications or workflows using Pabbly Connect.

---

3. Using Data Forwarder to Forward Data

With your workflow set up, you can now utilize the Data Forwarder feature in Pabbly Connect. Click on the plus icon to add a new action step and select Data Forwarder. You will see various action events available for forwarding data.

One of the primary options is to forward a webhook. To do this, select the Forward Webhook option, connect it, and input the webhook URL from the target application or workflow. This step is crucial for ensuring that the data is sent to the correct destination.

• Select the Forward Webhook action event.
• Paste the webhook URL in the provided field.
• Click on Save and Send Test Request to verify the connection.

By following these steps, you will successfully forward data from your workflow to another application or workflow using Pabbly Connect.

---

4. Forwarding Custom Data with Pabbly Connect

In addition to forwarding webhooks, Pabbly Connect allows you to send custom data. This is particularly useful when you want to forward specific information rather than all captured data. To do this, select the Forward Custom Data action event.

Once you connect this action, you can create labels and map values that you wish to forward. For example, you might want to send the user’s first name, last name, and email address together. This flexibility enhances the way you manage data flow.

Choose the Forward Custom Data option. Create labels for the data you want to forward. Map the corresponding values from the previous steps.

By implementing these steps, you can effectively control which data is forwarded from Pabbly Connect to your desired application, ensuring that only relevant information is shared.

---

5. Redirecting Users with Pabbly Connect

Another powerful feature of the Data Forwarder in Pabbly Connect is the ability to redirect users after a specific action occurs. This is particularly useful in scenarios such as form submissions or payment confirmations. By selecting the Redirect To action event, you can specify a URL where users will be directed after completing an action.

To set this up, connect the Redirect To action and enter the desired URL. This ensures that users are seamlessly guided to the next step in their journey, enhancing the overall user experience.

Select the Redirect To action in the Data Forwarder. Input the URL where you want to redirect users. Test the redirect to ensure it functions correctly.

This feature not only streamlines processes but also keeps users engaged with your application, making Pabbly Connect an essential tool for efficient workflow management.

---

Conclusion

In conclusion, the Data Forwarder feature in Pabbly Connect is a powerful tool that allows users to forward data to different applications and workflows effectively. By using Pabbly Form Builder and other integrations, you can enhance your data management processes, making them more efficient and user-friendly. Embrace the capabilities of Pabbly Connect to streamline your automation tasks and improve overall productivity.

Learn how to automate sending course lectures to students on WhatsApp daily using Pabbly Connect and Pabbly Connect in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for WhatsApp Automation

To begin automating the process of sending course lectures to students via WhatsApp, you first need to set up Pabbly Connect. Start by visiting Pabbly Connect and creating a free account. This platform allows you to seamlessly integrate various applications without any coding skills.

After signing up, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Send Course Lectures on WhatsApp Automatically’. Once you create the workflow, you will see options for setting a trigger and an action, which are essential components of your automation.

---

2. Creating a Registration Form with Pabbly Form Builder

Next, you will need to create a registration form for your course using Pabbly Form Builder. This form will collect the necessary information from students who wish to enroll. Select the form builder option and create a form that captures student details such as name, contact number, and email.

• Include fields for student name, WhatsApp number, and email.
• Ensure the WhatsApp number is in the correct format with the country code.
• Add a submit button to complete the form.

Once your form is ready, navigate to the integration settings within the Pabbly Form Builder. Here, you will connect your form to Pabbly Connect by selecting the webhook option, which is crucial for triggering the automation when a student submits the form.

---

3. Configuring Webhook Integration in Pabbly Connect

After creating your form, it’s time to configure the webhook in Pabbly Connect. In your workflow, select Pabbly Form Builder as the trigger application and choose the event as ‘New Form Submission’. This will generate a unique webhook URL that you will need to copy.

Now, go back to the Pabbly Form Builder dashboard and navigate to the integration section of your form. Here, select the Webhooks tab and paste the copied webhook URL. Click on ‘Save’ to establish the connection. After saving, you will see a message indicating that the webhook is waiting for a response, confirming that the integration is set up correctly.

---

4. Sending Course Lectures via WhatsApp Using 360 Dialog

To send course lectures to students, you will utilize the WhatsApp API through Pabbly Connect and 360 Dialog. In your workflow, add a new action step and select 360 Dialog as the application. Choose the action event ‘Send Template Message’. You will need to connect your 360 Dialog account by entering your API key and domain.

Once connected, select the message template you created on 360 Dialog. This template should include placeholders for student names, course names, and links to the lectures. Map the data from the form submission to these placeholders to personalize each message sent to students.

---

5. Automating Daily Delivery of Lectures

To ensure that course lectures are sent daily, you need to implement a delay step in your workflow. After sending the first lecture, add a delay action in Pabbly Connect to pause the workflow for one day. This can be done by selecting ‘Delay’ and setting the value to one day.

Repeat the action for each subsequent lecture by adding additional delay steps followed by the action to send the next lecture. This allows you to automate the delivery of lectures over multiple days without manual intervention, ensuring that students receive their course materials automatically.

---

Conclusion

In this tutorial, we explored how to automate the process of sending course lectures to students via WhatsApp using Pabbly Connect and Pabbly Form Builder. By setting up a registration form, configuring webhook integrations, and utilizing the WhatsApp API, educators can efficiently manage course delivery without manual effort. This automation not only saves time but also enhances the learning experience for students.

Learn how to automate booking cancellations using Pabbly Connect to add customer data in Google Sheets with 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

---

1. Setting Up Pabbly Connect for Booking Cancellations

To start automating booking cancellations, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by visiting the Pabbly Connect dashboard by navigating to Pabbly.com/connect and signing up for a free account.

Once you log in, click on the ‘Create Workflow’ button to initiate a new automation. Name your workflow something descriptive, such as ‘Send Customer Cancellation Data to Google Sheets’. This will help you easily identify the automation later.

---

2. Configuring the Trigger with Book Like A Boss

In this step, you will set up the trigger that will initiate the automation when a booking is cancelled. Select Pabbly Connect as your integration platform. Choose ‘Book Like A Boss’ as your trigger application. This ensures that the automation responds to cancellations made through the booking platform.

• Select the trigger event as ‘Booking Cancelled’.
• Copy the generated webhook URL.
• Follow the instructions to set up the webhook in your Book Like A Boss account.

After setting the trigger, you will see a message indicating that Pabbly Connect is waiting for a webhook response. This means you need to perform a test cancellation to capture the data.

---

3. Performing a Test Cancellation

To test the integration, you need to create a booking in Book Like A Boss and then cancel it. This step is crucial for ensuring that the data flows correctly into Pabbly Connect. Book an appointment and then access your email to find the confirmation.

• Open the confirmation email and click on the cancellation link.
• Select the reason for cancellation and confirm the cancellation.

Once the cancellation is confirmed, return to Pabbly Connect to see if the webhook response has captured the cancellation details successfully.

---

4. Adding Cancellation Data to Google Sheets

Now that you have captured the cancellation data, the next step is to add this information to Google Sheets. In your Pabbly Connect workflow, select ‘Google Sheets’ as the action application. This integration will allow you to store customer cancellation data in a structured format. using Pabbly Connect

Choose the action event as ‘Add New Row’. Connect your Google account by following the prompts. Select the Google Sheet where you want to add the data.

Map the data fields from the cancellation response to the corresponding columns in your Google Sheet. This ensures that each cancellation is logged accurately.

---

5. Testing and Finalizing the Automation

After mapping the data, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to send a test entry to your Google Sheets. This step will verify that your automation works as intended.

Check your Google Sheet to confirm that the cancellation data has been added correctly. You should see the customer’s name, email, event name, and cancellation date populated in the new row.

Once you confirm that everything is working, your automation is set up. Now, every time a booking is cancelled in Book Like A Boss, the customer data will be automatically added to your Google Sheets through Pabbly Connect. This saves you time and helps maintain customer relationships effectively.

---

Conclusion

In this tutorial, we explored how to automate booking cancellations using Pabbly Connect to add customer data to Google Sheets. By following these steps, you can efficiently manage cancellations and retain customer relationships. Start using Pabbly Connect today to streamline your booking processes!