Author: Nitin Maheshwari

Learn how to automate Facebook posts from Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. Schedule posts 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

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1. Setting Up Pabbly Connect for Google Sheets and Facebook Integration

To automate Facebook posts from Google Sheets, the first step is to set up Pabbly Connect. Start by visiting the Pabbly Connect website. Here, you can create an account by clicking on ‘Sign Up for Free’. Once your account is ready, log in to access the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button at the top right corner. You will need to name your workflow, for example, ‘Google Sheets to Facebook’. This sets the stage for integrating Google Sheets with Facebook through Pabbly Connect.

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2. Connecting Google Sheets to Pabbly Connect

After setting up your workflow, the next step is to connect Google Sheets to Pabbly Connect. In the trigger window, select ‘Google Sheets’ as the app. Choose the trigger event as ‘New Row’, which will monitor the spreadsheet for any new entries.

• Select the relevant Google account for authentication.
• Choose the specific spreadsheet and sheet that contains your festival data.
• Set the range to include all relevant columns: festival name, greetings, image link, and date.

Once the connection is established, you can test it to ensure that Pabbly Connect is receiving data correctly from Google Sheets. This step is crucial as it verifies that your integration is functional before proceeding to the next stage.

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3. Scheduling Facebook Posts with Pabbly Connect

With Google Sheets connected, the next step is to schedule your Facebook posts using Pabbly Connect. In the action window, select Facebook as the app and the action event as ‘Create Page Post’. This allows you to publish posts directly to your Facebook page.

Fill in the required fields, including:

• Select the Facebook page where the post will be published.
• Map the image link from Google Sheets to the photo URL field.
• Use the greetings from the spreadsheet as the post description.

After completing these fields, save and test the action to ensure that the post is successfully created on your Facebook page. This confirms that Pabbly Connect is effectively automating the posting process.

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4. Validating Automated Posts on Facebook

Once you have set up the workflow to schedule posts, it’s essential to validate that the posts are being published correctly. You can do this by checking your Facebook page after the scheduled time. If everything is set up correctly, you should see the posts as specified in your Google Sheets.

To ensure the automation works continuously, Pabbly Connect allows you to set the workflow to run daily. This means that each day, the integration checks if the current date matches any festival date in your spreadsheet, and if so, it publishes the corresponding greeting.

Additionally, you can monitor the execution history in Pabbly Connect to track any errors or issues that may arise during the automation process. This feature provides peace of mind, knowing that your posts are being handled correctly.

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5. Conclusion

In conclusion, using Pabbly Connect to automate Facebook posts from Google Sheets is a straightforward process that can save you time and effort. By following the steps outlined above, you can ensure that your Facebook page is always updated with timely posts for various festivals and events.

With this integration, you can focus on creating engaging content while Pabbly Connect handles the scheduling and posting automatically. Start using Pabbly Connect today to streamline your social media management.

Learn how to automate Facebook posts from Google Sheets using Pabbly Connect with this detailed step-by-step 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

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1. Setting Up Pabbly Connect for Google Sheets and Facebook Integration

To begin with the integration of Google Sheets and Facebook, you need to set up Pabbly Connect. This platform will act as the bridge between the two applications. Start by visiting the Pabbly Connect website and signing up for a free account. Once your account is created, log in to access the app section.

After logging in, locate the option to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this example, name it ‘Google Sheets to Facebook’. This step is crucial as it helps you identify the workflow later. Once named, click on ‘Create’ to proceed.

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2. Connecting Google Sheets to Pabbly Connect

Now that you have set up Pabbly Connect, the next step is to connect Google Sheets to this integration platform. In your newly created workflow, you will see a trigger window. Select ‘Google Sheets’ as the app to connect.

• Choose the action event as ‘Get Rows’ to fetch data from your Google Sheets.
• Connect your Google account by authorizing Pabbly Connect to access your sheets.
• Select the spreadsheet you want to work with, ensuring it contains the festival names, greetings, and dates.

Once you have connected Google Sheets, you will need to specify the range of data you wish to pull. For example, if your data starts from cell A2 and ends at D14, input this range. This ensures that Pabbly Connect retrieves all necessary information for your Facebook posts.

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3. Scheduling Posts for Facebook Using Pabbly Connect

After successfully connecting Google Sheets, the next step is to schedule the posts on Facebook. In the action window of your workflow, select ‘Schedule by Pabbly’ as your app. This feature will allow you to set the timing for when your posts should go live.

• Set the frequency to ‘Daily’ to ensure your posts are checked every day.
• Input the time in UTC format, which is essential for accurate scheduling.
• Convert your local time (e.g., Indian Standard Time) to UTC to avoid any posting errors.

Once you have configured the schedule, click on ‘Save’ to finalize this step. This setup allows Pabbly Connect to check your Google Sheets daily and post on Facebook when the festival date matches the current date.

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4. Creating Facebook Posts from Google Sheets Data

With the scheduling in place, the next task is to create the actual posts on your Facebook page. In the action window, select ‘Facebook Pages’ as the app and choose the action event ‘Create Page Photo’. This will allow you to include an image along with your post.

Map the fields required for your Facebook post:

Select your Facebook page where the post should be published. Map the photo URL from your Google Sheets data to include an image in the post. Include the greeting message as the description of the post.

After mapping these fields, click on ‘Save’ and then ‘Send Test Request’. This action will publish a test post on your selected Facebook page. If successful, you will see the post appear, confirming that Pabbly Connect has effectively integrated Google Sheets with Facebook.

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5. Conclusion: Automate Your Facebook Posts with Pabbly Connect

In this tutorial, you learned how to automate Facebook posts directly from Google Sheets using Pabbly Connect. By following the steps outlined, you can easily schedule and manage your posts for various festivals.

This integration not only saves time but also ensures that your audience receives timely updates. With Pabbly Connect, you can streamline your social media management and focus more on creating engaging content. Start using Pabbly Connect today to enhance your Facebook page’s performance!

Learn how to integrate WhatsApp with Jotform for custom printed products using Pabbly Connect to automate order confirmations. 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

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1. Overview of Pabbly Connect for Order Management

Pabbly Connect serves as the central automation platform for managing orders for custom printed products. By integrating Jotform and WhatsApp, Pabbly Connect allows businesses to streamline their order confirmation process. This integration ensures that both customers and business owners receive timely notifications regarding new orders. using Pabbly Connect

To begin, you will need to access your Pabbly Connect account. If you don’t have one, you can sign up easily. Once logged in, you will be able to create a workflow that connects Jotform with WhatsApp, enabling seamless communication. Pabbly Connect simplifies the process without requiring coding knowledge.

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2. Setting Up Jotform to Capture Orders

The first step in this integration is to set up your Jotform account to capture orders for custom printed products. Create a form that includes all necessary fields such as product type, quantity, color, and customer details. This form will be the interface through which customers place their orders.

• Create a new form in Jotform with fields for product details.
• Include fields for customer information like name, phone number, and address.
• Ensure to customize the form according to your business needs.

Once your form is ready, the next step is to integrate it with Pabbly Connect. This will allow you to capture data from the form submissions and send notifications via WhatsApp.

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3. Connecting Jotform to Pabbly Connect via Webhook

To connect Jotform to Pabbly Connect, you need to create a webhook URL. This URL will allow Jotform to send form submission data directly to Pabbly Connect. Start by logging into your Pabbly Connect account and creating a new workflow. using Pabbly Connect

In the workflow settings, select Jotform as the application and choose the trigger event as ‘New Response’. This will generate a webhook URL that you need to copy and paste into your Jotform settings under the integration options.

• In Jotform, go to Settings > Integrations > Webhooks.
• Click on ‘Add Webhook’ and paste the URL from Pabbly Connect.
• Save the integration to enable data transfer.

After saving, Pabbly Connect will be ready to receive data from Jotform whenever a new order is placed. This is a crucial step in automating your order confirmation process.

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4. Sending Order Confirmations via WhatsApp

Once the Jotform is connected to Pabbly Connect, the next step is to set up WhatsApp notifications. You will use the Vati API, which is necessary for sending messages through WhatsApp. In your Pabbly Connect workflow, add an action step to send a message using the WhatsApp integration. using Pabbly Connect

In the action settings, select Vati and choose the action event as ‘Send Template Messages’. You will need to map the customer’s phone number and the message template that includes order details. This allows both the customer and the business owner to receive notifications.

Map the customer’s phone number from the Jotform submission. Select the appropriate message template for order confirmation. Test the message to ensure it is sent correctly.

This step ensures that both the customer and the admin receive timely updates about the order status, enhancing customer satisfaction and streamlining business operations.

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5. Finalizing the Integration and Testing

After setting up the WhatsApp notifications, it is crucial to test the entire workflow to ensure everything functions as intended. Place a test order using your Jotform and monitor if the notifications are sent correctly to both the customer and the business owner. using Pabbly Connect

Check the WhatsApp accounts to confirm that the messages include all necessary order details such as product name, quantity, and customer information. Adjust any settings in Pabbly Connect if necessary to ensure smooth operation.

Once confirmed, your integration is complete, and you can start receiving orders with automated confirmations. This setup not only saves time but also improves communication with your customers.

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Conclusion

By using Pabbly Connect, integrating Jotform with WhatsApp for order confirmations becomes a seamless process. This tutorial outlined the steps to set up your workflow, ensuring both customers and business owners receive timely notifications. Embrace automation to enhance your business operations and customer satisfaction.

Learn how to automate sending course details to students on WhatsApp using Pabbly Connect and Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start the Integration

To begin sending course details to students on WhatsApp, first access Pabbly Connect by visiting the official website. Once there, log into your account or create a new one if you are a first-time user. This platform will serve as the central hub for integrating your form submissions with WhatsApp.

After logging in, navigate to the dashboard where you’ll find options to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Jotform to WhatsApp’. This will set the stage for automating the process of sending messages to students upon form submission.

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2. Connect Jotform to Pabbly Connect via Webhook

In this step, you will connect your Jotform account to Pabbly Connect using a webhook URL. First, select Jotform as the trigger app and choose the trigger event as ‘New Response’. Pabbly Connect will generate a webhook URL for you.

Next, log into your Jotform account and navigate to the form you want to use. Click on the settings tab, go to integrations, and select webhooks. Here, paste the webhook URL provided by Pabbly Connect. This action establishes a connection that allows Pabbly Connect to receive data from Jotform whenever a form is submitted.

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3. Collect Data in Pabbly Connect from Jotform

Once the webhook is set up, the next step involves collecting data from Jotform into Pabbly Connect. To do this, submit a test response through your Jotform. This action will trigger the webhook and send the data to Pabbly Connect, allowing you to see the captured information.

• Submit a form response in Jotform to test the webhook.
• Verify the data appears in Pabbly Connect.

After submitting the form, check Pabbly Connect to ensure that all relevant details, such as the student’s name and contact information, are captured correctly. This step is crucial for ensuring that the subsequent actions can utilize this data effectively.

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4. Send Messages via WhatsApp Using Pabbly Connect

The final step involves sending the collected data to WhatsApp using Pabbly Connect. To achieve this, you will need to connect your WhatsApp account using the Wati API. Choose Wati as the action app and select the action event as ‘Send Template Message’.

After connecting Wati, you will need to map the fields from the data collected in Pabbly Connect to the required fields in Wati. This includes specifying the WhatsApp number, message template, and any custom parameters that will personalize the message for each student.

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Conclusion

In this tutorial, we demonstrated how to automate the process of sending course details to students on WhatsApp using Pabbly Connect and Pabbly Form Builder. By following the steps outlined, you can save time and streamline your communication with students effectively.

Learn how to automate SMS reminders for employee shift timings using Pabbly Connect with Google Sheets and Twilio. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Automating SMS Reminders

To begin automating SMS reminders for employee shift timings, you need to access Pabbly Connect. Open your browser and navigate to Pabbly.com. Once on the landing page, click on the ‘Products’ icon and then select ‘Pabbly Connect’ to enter the integration platform.

Next, you will need to sign up for a free account or log in if you already have one. After logging in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow (e.g., ‘Google Sheets to SMS via Twilio’). This is the first step in setting up your automation using Pabbly Connect.

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2. Schedule Reminder Messages in Pabbly Connect

In this step, you will schedule reminder messages to be sent to your employees. Within the workflow setup in Pabbly Connect, select the ‘Scheduler’ app as the trigger. This allows you to specify how often you want the reminders to be sent. For example, you can set it to run daily at a specific UTC time.

• Choose ‘Scheduler’ as the app.
• Set the frequency (e.g., daily).
• Enter the time in UTC format.

After configuring the scheduler, click on the ‘Save’ button. This will ensure that the messages are sent at the specified time, thus automating the reminder process for your employees.

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3. Connect Google Sheets with Pabbly Connect

The next step involves connecting your Google Sheets, which contains employee data and shift timings, to Pabbly Connect. In the workflow, select ‘Google Sheets’ as the action app. Choose the action event as ‘Get Rows’ to retrieve the data from your sheet.

Click on the ‘Connect’ button to establish a connection with your Google Sheets account. You will need to authorize Pabbly Connect to access your Google Sheets. After successful authorization, select the spreadsheet and the specific sheet containing the employee data.

• Select the spreadsheet that contains employee data.
• Choose the specific sheet with shift timings.
• Define the data range for retrieval.

Once the connection is made, you can save and test the setup to ensure that Pabbly Connect captures the employee data correctly from Google Sheets.

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4. Send SMS Reminders via Twilio Using Pabbly Connect

Now that you have connected Google Sheets, the next step is to send the SMS reminders using Twilio through Pabbly Connect. Select Twilio as the action app and choose ‘Send SMS’ as the action event. You will need to connect your Twilio account by entering your account SID and authentication token.

After establishing the connection, you can compose the SMS message. Use the data retrieved from Google Sheets to personalize the message for each employee. For instance, include their name and the new shift timings in the message body.

Compose the SMS message body. Map employee name and shift timings from Google Sheets. Specify the sender’s number from your Twilio account.

Finally, click on ‘Save and Send Test Request’ to verify that the SMS is sent correctly to your employees. This integration effectively automates the reminder process using Pabbly Connect.

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5. Conclusion: Automate Shift Reminders with Pabbly Connect

In this tutorial, we explored how to automate SMS reminders for employee shift timings using Pabbly Connect in conjunction with Google Sheets and Twilio. By following the steps outlined, you can streamline the communication process and ensure that your employees are always informed of their shift changes.

Implementing this automation not only saves time but also reduces the chances of miscommunication regarding shift timings. With Pabbly Connect, you can easily integrate various applications to enhance your business operations.

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Learn how to automate sending coaching class updates to students via WhatsApp on enquiry form submission using Pabbly Connect. Step-by-step tutorial included. 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

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1. Setting Up Pabbly Connect for Integration

To send coaching class updates to students, you first need to set up Pabbly Connect. This platform allows you to automate the process of sending WhatsApp messages when an enquiry form is submitted. Start by visiting the Pabbly website and signing up for a free account.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the messaging process. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘JotForm Response to WhatsApp Message’. This will be the foundation for your automation.

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2. Connecting JotForm to Pabbly Connect

The next step is to connect JotForm to Pabbly Connect. This is done by setting JotForm as the trigger application. Click on the trigger option and select JotForm from the list. Choose the trigger event as ‘New Response’ to capture submissions from your enquiry form.

• Navigate to your JotForm settings and find the ‘Integrations’ tab.
• Select ‘Webhooks’ and paste the webhook URL generated by Pabbly Connect.
• Complete the integration process and confirm that the connection is active.

Once the webhook is set, Pabbly Connect will wait for a new form submission to process the data. You can now test the connection by filling out the JotForm enquiry form.

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3. Capturing Data from JotForm in Pabbly Connect

After setting up the webhook, the next step is to capture the data from JotForm in Pabbly Connect. Fill out the enquiry form with student details to trigger the webhook and send the data to Pabbly Connect.

Once the form is submitted, return to Pabbly Connect to see the captured data. The platform will display all the information collected from the form, including the student’s name, email, and phone number. This data will be used for sending WhatsApp messages.

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4. Sending WhatsApp Messages Using Vati

To send WhatsApp messages, you will need to integrate Vati with Pabbly Connect. In the action step of your workflow, select Vati as the application. Choose the action event as ‘Send Template Messages’ to set up the messaging process.

• Connect your Vati account by entering the API endpoint and access token from your Vati dashboard.
• Map the student’s WhatsApp number from the captured data in Pabbly Connect.
• Select the appropriate message template that you have created in Vati for sending updates.

Once everything is set, you can test the action step to ensure that the message is sent successfully to the student’s WhatsApp account. This automation streamlines the process of notifying students about coaching class updates.

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5. Finalizing Your Workflow in Pabbly Connect

After configuring the WhatsApp messaging through Vati, it’s time to finalize your workflow in Pabbly Connect. Review all the mapped fields and ensure that the data from JotForm is correctly linked to the WhatsApp message.

Click the ‘Save’ button to activate your workflow. You can now automate sending coaching class updates to students whenever they submit the enquiry form. This setup not only saves time but also enhances communication with students.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send coaching class updates to students via WhatsApp upon enquiry form submission. By integrating JotForm and Vati through Pabbly Connect, you can automate notifications and improve efficiency in your coaching institute.

Learn how to automate WhatsApp messages for yoga class registrations using Pabbly Connect. Step-by-step tutorial to streamline your communication with students. 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 Automation

To start automating WhatsApp messages for yoga class registrations, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing up for a free account. This platform will enable you to integrate various applications, including WhatsApp and your registration forms.

Once logged in, navigate to the app section and select Pabbly Connect. Here, you will create a new workflow that will facilitate the connection between your registration forms and WhatsApp. This is essential for sending automated messages upon registration.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Yoga Registration to WhatsApp’. This name will help you identify the workflow later.

• Navigate to the trigger window and select the app as Elementor.
• Choose the trigger event as ‘New Form Submission’.
• Connect the Elementor form to Pabbly Connect using a webhook URL.

By following these steps, you have set up the initial part of your automation process. The next step involves configuring the Elementor form to send data to Pabbly Connect.

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3. Configuring the Elementor Form for Registration

To configure your Elementor form, you need to edit the page where your registration form is located. Click on the form and navigate to the ‘Actions After Submit’ section. Here, add a new action and select ‘Webhook’. This is where you will paste the webhook URL provided by Pabbly Connect.

Once the webhook URL is pasted, ensure to save the changes. This action allows the form to send data to Pabbly Connect whenever a new registration occurs. You can now test the form by submitting a registration to see if the data flows correctly into Pabbly Connect.

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4. Sending WhatsApp Messages through Pabbly Connect

After the Elementor form is configured, the next step is to send WhatsApp messages using Pabbly Connect. In the action step of your workflow, select the app Wati, which is used for sending WhatsApp messages. Choose the action event as ‘Send Template Message’. This step will allow you to send a predefined message to the user upon registration.

• Input the WhatsApp number of the registrant mapped from the Elementor form.
• Select the template you created for registration confirmation.
• Fill out the broadcast name and any custom parameters needed.

Once all fields are filled out, test the action to ensure the WhatsApp message is sent successfully. This integration is crucial for maintaining communication with your students and enhancing their experience.

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5. Finalizing the Integration and Testing

Now that you have set up the integration between your Elementor form and WhatsApp through Pabbly Connect, it’s time to finalize everything. Click on the ‘Save’ button in your workflow and send a test request to ensure all data is flowing correctly from the form to WhatsApp.

Check the WhatsApp account of the registrant to confirm that they received the confirmation message. This message should include their name and the details about the yoga class they registered for. If everything works as expected, your integration is complete!

With Pabbly Connect, you can automate various processes and streamline your communication, making it easier to manage your yoga classes and keep your students informed.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for yoga class registrations. By integrating Elementor forms with WhatsApp, you can enhance your communication with students and improve their registration experience. Automate your workflow today with Pabbly Connect for seamless operations.

Learn how to automate WhatsApp messages for yoga class registrations using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 automate WhatsApp messages for yoga class registrations, start by accessing Pabbly Connect. First, visit the Pabbly website and navigate to the Pabbly Connect product page.

Once there, sign up for a free account or log in if you already have one. After logging in, you will be directed to the app section of Pabbly Connect, where you can start creating workflows to connect various applications seamlessly.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to connect the Elementor form to WhatsApp. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Yoga Registration to WhatsApp’.

• Select ‘Elementor’ as the trigger app.
• Choose ‘New Form Submission’ as the trigger event.
• Click on ‘Connect’ to link your Elementor account.

After setting up the trigger, you can proceed to map the form fields from Elementor to WhatsApp using Pabbly Connect. This ensures that when a new registration occurs, the data is captured and sent directly to WhatsApp.

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3. Configuring the Elementor Form for Pabbly Connect

Next, configure your Elementor form to work with Pabbly Connect. Go to your website where the Elementor form is located. Edit the page and navigate to the form settings.

In the ‘Actions After Submit’ section, add a new action and select ‘Webhooks’. Here, you will paste the webhook URL provided by Pabbly Connect. This step is crucial as it allows your form submissions to communicate with Pabbly Connect.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that your form is configured, the next step is to send WhatsApp messages. In your Pabbly Connect workflow, add a new action and select ‘Watti’ as the app to send messages.

• Choose ‘Send Template Message’ as the action event.
• Connect your Watti account by entering the API endpoint and access token.
• Map the WhatsApp number and message template using the data collected from Elementor.

Once you have configured the message template, test the workflow to ensure that the WhatsApp message is sent correctly to the registered user. This automation saves time and enhances communication with your students.

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5. Testing and Verifying the Integration

Finally, test the integration to confirm everything is working as expected. Fill out the Elementor form as a test user, such as ‘John Mark’, and submit the details. Check if the WhatsApp message is received promptly.

If the message is received, it indicates that Pabbly Connect has successfully integrated the form submissions with WhatsApp, providing a seamless experience for both you and your students. If not, revisit the steps to ensure all configurations are correct.

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Conclusion

In this tutorial, you learned how to automate WhatsApp messages for yoga class registrations using Pabbly Connect. By integrating Elementor forms with WhatsApp, you can enhance communication and streamline your registration process effectively.

Learn how to automate sending school brochures to new students on WhatsApp using Pabbly Connect with Facebook Leads integration. Step-by-step guide included. 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. Access Pabbly Connect to Start Integration

To send school brochures to new students on WhatsApp, the first step is to access Pabbly Connect. Start by visiting the Pabbly website and click on the ‘Products’ section. From there, select ‘Connect’ to enter the automation platform.

Once in Pabbly Connect, you will need to sign up for a free account if you haven’t already. After logging in, click on ‘Create Workflow’ to initiate the setup process for integrating Facebook leads with WhatsApp.

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2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that connects Facebook Lead Ads to WhatsApp. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Facebook to WhatsApp’.

This will bring up two windows: a trigger and an action window. In the trigger window, select ‘Facebook Lead Ads’ as the application. Choose the trigger event as ‘New Lead’ and connect your Facebook account to Pabbly Connect.

• Select your Facebook page from the dropdown.
• Choose the lead generation form to capture leads.

Ensure that you have the correct form selected to capture the new lead details accurately. Once the connection is established, you are ready to proceed to the next step.

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3. Configure Data Collection from Facebook Leads

In this step, Pabbly Connect will automatically collect data from the Facebook lead form. After a lead submits their information, such as name, email, and WhatsApp number, this data will be pulled into Pabbly Connect.

To test this, submit a test entry in your Facebook lead form. Once submitted, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will allow you to see the information captured from the lead.

• Verify that the lead information appears correctly in Pabbly Connect.
• Make sure the WhatsApp number is formatted correctly for sending messages.

Once the data is verified, you can move on to sending the message via WhatsApp.

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4. Send the Message on WhatsApp Using Pabbly Connect

Next, you will set up the action event to send a message via WhatsApp using Pabbly Connect. For this, you will integrate a service called Wati. In the action window, select Wati and choose ‘Send Template Message’ as the action event.

To connect Wati, you will need the API endpoint and access token from your Wati account. Copy these details into the respective fields in Pabbly Connect. Ensure that you format the WhatsApp number correctly, removing any plus signs as instructed.

Map the WhatsApp number from the lead data. Select the message template you created in Wati. Input the necessary parameters for personalization.

After completing these fields, click ‘Save and Send Test Request’ to send a test message. If successful, the message will be delivered to the new student via WhatsApp.

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5. Review Integration Results and Finalize

Finally, review the integration results in Pabbly Connect. Ensure that the WhatsApp message has been sent successfully to the new student. The message should contain the school brochure and relevant details as set in your Wati template.

To summarize, the integration process involves connecting Facebook Lead Ads to Pabbly Connect, collecting lead data, and sending automated messages via WhatsApp using Wati. This seamless process enhances communication with potential students and automates your outreach efforts.

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Conclusion

In conclusion, using Pabbly Connect to automate sending school brochures to new students on WhatsApp streamlines your communication process. By integrating Facebook Leads with WhatsApp, you can efficiently engage with prospects and provide them with essential information instantly.

Learn how to send automated WhatsApp messages to students upon registration for coaching classes using Pabbly Connect. Step-by-step guide included. 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

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1. Connect Jotform to Pabbly Connect

To send WhatsApp messages to students when they register for coaching classes, you first need to connect Jotform to Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. Once there, create a free account if you haven’t already done so, and log in to access your dashboard.

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Jotform Response to WhatsApp Messages’. After naming your workflow, click ‘Create’. This initiates the process where you will set up a trigger and action. The trigger will be a new response from Jotform, and the action will be sending a message via WhatsApp.

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2. Setup Jotform Integration in Pabbly Connect

Now that you have created your workflow in Pabbly Connect, it’s time to set up the integration with Jotform. Click on the trigger option and select Jotform from the app list. Next, choose the trigger event as ‘New Response’. This will allow Pabbly Connect to listen for new submissions from your Jotform registration form.

• Select Jotform as the application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated webhook URL.

After copying the webhook URL, go to your Jotform account. Open the form you wish to connect and navigate to the settings. Under the Integrations tab, select Webhooks and paste the copied URL. Once done, click on ‘Complete Integration’ to finalize the connection. Now, your Jotform is successfully integrated with Pabbly Connect, and it is set to send data whenever a new registration occurs.

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3. Collect Data in Pabbly Connect

With the integration established, the next step is to collect the data submitted from Jotform in Pabbly Connect. This is essential to ensure that the information submitted by students is captured and can be sent as a WhatsApp message. After the integration is set up, Pabbly Connect will wait for the webhook response.

To test this, fill out the Jotform registration form with a student’s details, such as name, email, and course selection. Once you submit the form, return to your Pabbly Connect dashboard. You should see the data populated in the webhook response section, confirming that the data has been successfully collected from Jotform.

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4. Send WhatsApp Message Using Pabbly Connect

The final step is to send the collected data to WhatsApp using Pabbly Connect. For this, you will need to set up another action in your workflow. Click on the action button and select the application ‘Vati’, which allows you to send WhatsApp messages. Choose the action event as ‘Send Template Messages’. This integration is crucial since WhatsApp’s API access is limited, and Vati provides the necessary access.

• Select Vati as the application for action.
• Choose ‘Send Template Messages’ as the action event.
• Connect your Vati account by entering the API endpoint and access token.

After connecting, map the WhatsApp number from the Jotform data collected in Pabbly Connect. Select the appropriate message template you created in Vati. Ensure that you fill in any dynamic fields required by the template. Once everything is set, click ‘Save and Send Test Request’ to send a test message to the student’s WhatsApp. You should see the confirmation message appear in the student’s WhatsApp account, confirming successful integration.

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Conclusion

In this tutorial, you learned how to automate WhatsApp messages for students registering for coaching classes using Pabbly Connect. By following the steps outlined, you can efficiently manage student communications and enhance the registration experience. Automate your processes today with Pabbly Connect!