Author: Nitin Maheshwari

Learn how to integrate Cashfree with Discord using Pabbly Connect to automatically notify your team about payments. Follow this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To notify your team on Discord about Cashfree payments, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where you will set up the integration between Cashfree and Discord using Pabbly Connect. Click on the ‘Create Workflow’ button to start the process.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Cashfree to Discord using Pabbly Connect. Name your workflow something descriptive like ‘Notify Team on Discord for Cashfree Payments’. You can also choose a folder to organize your workflows.

• Click on ‘Create’ to initiate the workflow.
• Select ‘Cashfree’ as the trigger application.
• Choose ‘New Payment’ as the trigger event.

After selecting the trigger, you will need to connect your Cashfree account to Pabbly Connect. This involves providing the required API keys from your Cashfree account, which will allow Pabbly Connect to access your payment data.

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3. Setting Up Discord for Notifications

Next, you will set up Discord to receive notifications about payments. In your workflow, add an action step and select Discord as the application. Choose ‘Send Channel Message’ as the action event.

Log into your Discord account through Pabbly Connect. You will need to authorize Pabbly Connect to send messages to your Discord channel. Once authorized, specify the channel where you want the notifications to be sent.

• Enter the message content, including payment details.
• Use dynamic mapping to include variables like user name and payment amount.

This setup ensures that every time a payment is made through Cashfree, your team will receive an instant notification in Discord via Pabbly Connect.

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4. Testing the Integration

Once you have set up both Cashfree and Discord in your workflow, it’s crucial to test the integration. Go back to your Cashfree account and make a test payment. This will trigger the workflow you created in Pabbly Connect.

Check your Discord channel to see if the message appears. If everything is set up correctly, you should see a notification with the payment details. This step verifies that your integration is functioning as intended.

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5. Finalizing Your Workflow

After successful testing, you can finalize your workflow in Pabbly Connect. Make sure to save all changes and enable the workflow. This allows Pabbly Connect to run the automation continuously.

You can also revisit your workflow settings to make any adjustments or add additional features as needed. This flexibility allows you to enhance your integration between Cashfree and Discord.

With your workflow finalized, every time a payment is made through Cashfree, your team will automatically be notified on Discord, streamlining your communication and ensuring everyone is updated in real time.

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Conclusion

Integrating Cashfree with Discord using Pabbly Connect allows you to automatically notify your team about payments. This step-by-step guide has outlined the process for setting up this integration effectively. By following these instructions, your team will stay informed and connected with every transaction.

Learn how to automate birthday wishes via WhatsApp using Google Sheets and Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Accessing Pabbly Connect for Automation

To begin automating birthday wishes via WhatsApp, you first need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. This platform is essential for integrating various applications seamlessly.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. After logging in, navigate to the dashboard where you can create a new workflow.

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2. Creating a Workflow to Automate Birthday Wishes

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this automation, name it ‘Automate Birthday Wishes via WhatsApp using Google Sheets and Pabbly Chatflow’.

Once the name is set, select a folder for better organization. You can choose a folder related to customer management. After that, click on ‘Create’. The screen will display two sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result.

• Name your workflow for easy identification.
• Select the appropriate folder for organization.
• Click on ‘Create’ to initialize your workflow.

Now, you need to set up the Trigger by selecting ‘Schedule by Pabbly’. This feature allows you to run the workflow daily at a specific time, which is essential for sending birthday wishes automatically.

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3. Setting Up the Trigger to Fetch Birthday Data

In this section, you will set the Trigger to fetch the current date and match it with the birth dates in your Google Sheets. Select ‘Schedule by Pabbly’ as your trigger event. Choose the frequency as ‘Every Day’ and set the time to 10:00 AM. using Pabbly Connect

Once set, click on ‘Save’. This schedule will ensure that every day at 10 AM, the workflow checks for any birthdays. Next, you will need to add an action step to fetch the current date. Select ‘Date Time Formatter’ as your action application and choose ‘Current Date’ as the event.

• Select ‘Schedule by Pabbly’ for daily execution.
• Set the time to 10:00 AM for daily checks.
• Choose ‘Date Time Formatter’ to fetch the current date.

Click on ‘Save and Send Test Request’ to ensure that the current date is fetched correctly. This date will be used to look up customers in your Google Sheets.

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4. Integrating Google Sheets to Fetch Customer Data

Now that you have the current date, it’s time to integrate Google Sheets. Click on ‘Add Action Step’ and select ‘Google Sheets’ as the application. Choose ‘Lookup Spreadsheet Row’ as the action event. This action will help you find the customers whose birthdays match the current date.

To connect Google Sheets with Pabbly Connect, you will need to authorize access. Click on ‘Connect’, then ‘Add New Connection’. You will be prompted to sign in with your Google account. After granting necessary permissions, select your spreadsheet, which contains customer data, and specify the lookup column where the birth dates are stored.

Select ‘Google Sheets’ to fetch customer data. Authorize the connection by signing in to your Google account. Specify the spreadsheet and lookup column for birth dates.

After configuring these settings, click on ‘Save and Send Test Request’ to confirm that the correct customer data is being fetched based on the current date.

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5. Sending Birthday Wishes via Pabbly Chatflow

With customer data fetched, it’s time to send birthday wishes using Pabbly Chatflow. Click on ‘Add Action Step’ and select ‘Pabbly Chatflow’ as the application. Choose ‘Send Curl Request’ as the action event for sending WhatsApp messages.

To connect Pabbly Chatflow with Pabbly Connect, you will need to set up your WhatsApp Cloud API. Enter your access token, WhatsApp Business Account ID, and phone number ID. Once the connection is established, you can create a message template for sending birthday wishes.

Select ‘Pabbly Chatflow’ to send WhatsApp messages. Set up your WhatsApp Cloud API credentials for connection. Create a personalized message template for birthday wishes.

Map the customer details into the message template and click on ‘Save and Send Test Request’. This will send a birthday wish to the customer. You can check the inbox in your Pabbly Chatflow account to confirm that the message was sent successfully.

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Conclusion

In conclusion, automating birthday wishes via WhatsApp using Google Sheets and Pabbly Connect is a straightforward process. By following the steps outlined in this tutorial, you can enhance customer engagement with personalized messages. Utilize this automation to ensure no birthday goes unnoticed, and strengthen your customer relationships effortlessly.

Learn how to create a Pipedrive person automatically on Contact Form 7 submission using Pabbly Connect. Follow this detailed step-by-step tutorial. 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 for Integration

To create a Pipedrive person on Contact Form 7 submission, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows and can create a new one specifically for integrating Contact Form 7 with Pipedrive. This platform enables seamless automation without any coding skills, making it user-friendly.

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2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+ Create Workflow’ button. Name your workflow something descriptive like ‘Create Pipedrive Person on Contact Form 7 Submission’. This naming helps you identify the workflow easily in the future. using Pabbly Connect

• Select the trigger application as ‘Contact Form 7’.
• Choose the trigger event as ‘New Form Submission’.

After setting the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is ready to capture submissions from your Contact Form 7. This step is crucial for establishing the connection between the two applications.

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3. Connect Contact Form 7 with Pabbly Connect

Next, you need to connect your Contact Form 7 to Pabbly Connect. Open your WordPress dashboard and navigate to the Contact Form 7 plugin. Select the form you want to integrate.

• Copy the webhook URL provided by Pabbly Connect.
• In your Contact Form 7 settings, go to the ‘Webhooks’ option and paste the copied URL.
• Save the changes to your form.

This connection allows Pabbly Connect to receive data from the Contact Form 7 submissions, enabling the automation process to begin. Make sure to test the webhook to confirm it is functioning correctly.

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4. Create a Pipedrive Person on Submission

Now, it’s time to set up the action in Pabbly Connect to create a person in Pipedrive whenever a new submission is received. Select ‘Pipedrive’ as the action application and choose ‘Create Person’ as the action event. using Pabbly Connect

Enter the required fields such as name, email, and phone number. Use the mapping feature to dynamically pull this information from the Contact Form 7 submission data captured by Pabbly Connect. This ensures that each new submission creates a corresponding person entry in your Pipedrive account.

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5. Test the Integration

Finally, test your integration to ensure everything works seamlessly. Go back to your Contact Form 7 and submit a test entry. After submission, return to Pabbly Connect and check if the person was created in your Pipedrive account.

If the test is successful, you will see the new person entry reflecting the details you submitted. This confirms that your integration is working correctly, allowing for automatic updates from Contact Form 7 to Pipedrive through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create a Pipedrive person automatically on Contact Form 7 submission using Pabbly Connect. By following these steps, you can streamline your lead management process and save valuable time.

Learn how to automate replies to Google Business Profile reviews using Pabbly Connect and integrate with Google Sheets. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Setting Up Pabbly Connect for Automation

To start automating replies to Google Business Profile reviews, you first need to set up Pabbly Connect. This platform allows seamless integration between your Google Business Profile, Google Sheets, and ChatGPT. Begin by signing up for a free account on Pabbly Connect, which takes just a few minutes.

Once you have created your account, log in to the dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Google Business Profile to ChatGPT to Google Sheets’. After naming it, select the folder where you want to save this workflow and click ‘Create’. This initiates the setup process for your automation.

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2. Connecting Google Business Profile to Pabbly Connect

The next step involves connecting your Google Business Profile to Pabbly Connect. In the trigger step, select ‘Google Business Profile’ as the app. Then, choose the event ‘New Review’ from the dropdown menu. Click on ‘Connect’ and then ‘Add New Connection’.

• Click on ‘Sign in with Google’ to authenticate your account.
• Select your Google Business Profile account from the popup.
• After connecting, choose the specific business location for which you want to automate replies.

After saving the connection, click on ‘Save and Send Test Request’. This will retrieve details of the most recent review, including the star rating and comments, confirming that your Google Business Profile is successfully linked to Pabbly Connect.

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3. Generating Review Replies with ChatGPT

After successfully connecting your Google Business Profile, the next step is to generate a reply for the review using ChatGPT through Pabbly Connect. In the action step, search for ‘ChatGPT’ and select it. Choose the action event ‘Ask ChatGPT’ and click ‘Connect’ to add a new connection.

To connect ChatGPT, you will need to enter your OpenAI API key. You can obtain this by logging into your OpenAI account and generating a new secret key. Copy the key and paste it into Pabbly Connect. After connecting, specify the AI model you wish to use, such as GPT-4, and input a prompt that instructs ChatGPT to craft a reply based on the review’s star rating and comments.

• Ensure to include conditions for replies based on star ratings.
• Map the star rating and comments from the trigger step to the ChatGPT prompt.

Once your prompt is set, click ‘Save and Send Test Request’ to generate a reply using ChatGPT. This step confirms that the automation is working correctly and that ChatGPT can produce a suitable response.

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4. Posting the Reply on Google Business Profile

With the reply generated, the next step is to post it back to your Google Business Profile using Pabbly Connect. Add another action step and select ‘Google Business Profile’ once again. This time, choose the action event ‘Create Reply’ and connect using the existing connection you set up earlier.

In the fields provided, turn on mapping for the review name and the reply message generated by ChatGPT. This tells Pabbly Connect to post the specific reply to the corresponding review. Click ‘Save and Send Test Request’ to send the reply to your Google Business Profile.

Verify the response to ensure the reply was posted successfully. Check your Google Business Profile to confirm the reply appears correctly.

This integration allows you to automate the entire process of replying to reviews, ensuring timely and professional responses.

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5. Recording Reviews in Google Sheets

The final step in this automation process is to log the details of each review and its reply into Google Sheets using Pabbly Connect. Add another action step, select ‘Google Sheets’, and choose the action event ‘Add New Row’. Connect your Google Sheets account to Pabbly Connect.

Once connected, select the specific spreadsheet and sheet where you want to log the review details. Map the required fields, such as the review date, reviewer name, star rating, comment, reply, and review ID. This ensures all relevant information is captured in your Google Sheets.

Confirm that all data fields are correctly mapped. Click ‘Save and Send Test Request’ to add the new row to your sheet.

By completing this step, you maintain a comprehensive record of all reviews and replies, enhancing your business management capabilities.

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Conclusion

By utilizing Pabbly Connect, you can efficiently automate the process of replying to Google Business Profile reviews and recording them in Google Sheets. This integration streamlines your workflow, ensuring timely responses and organized documentation of customer feedback.

Learn how to automate Mailgun member creation upon Razorpay payments using Pabbly Connect. This step-by-step tutorial covers everything you need to know. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Accessing Pabbly Connect for Razorpay and Mailgun Integration

To start automating Mailgun member creation on Razorpay payments, you first need to access Pabbly Connect. Open your browser and type the URL Pabbly.com/connect. This will take you to the Pabbly Connect homepage.

Once on the homepage, you will see options for signing in or signing up. If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can directly log in by clicking ‘Sign in’. After setting up your account, you will have access to 100 free tasks every month to explore automation.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and enter a name for your workflow, such as ‘Create Mailgun Member on Razorpay Payment’. This name will help you identify the workflow easily later on.

Next, select a folder for your workflow. For this automation, you might want to create a folder named ‘Email Marketing Automations’. Once you have named your workflow and selected a folder, click on ‘Create’. This will open a blank workflow screen where you can set up your triggers and actions.

• Click on ‘Create Workflow’ in the dashboard.
• Enter a name for your workflow.
• Select a folder for organization.

Now that you have created your workflow, it’s time to set up the trigger and action. The trigger will be Razorpay, and the action will be Mailgun. This setup will ensure that every time a payment is received through Razorpay, the customer is automatically added as a member in Mailgun.

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3. Setting Up the Trigger with Razorpay in Pabbly Connect

To set up the trigger, select Razorpay as your trigger application in Pabbly Connect. You will then need to choose the trigger event, which should be ‘Payment Captured’. This event will initiate the workflow whenever a payment is successfully captured.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Razorpay account to facilitate the data transfer. Copy the webhook URL and navigate to your Razorpay dashboard. In Razorpay, go to the ‘Accounts and Settings’ section, then click on ‘Webhooks’ and select ‘Add New Webhook’.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL and add it to Razorpay.

In the Razorpay webhook settings, paste the copied URL and configure the active events to include ‘Payment Captured’. After saving the webhook, return to Pabbly Connect to test the webhook response. This step is crucial for ensuring that your integration is functioning correctly.

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4. Connecting Mailgun as the Action in Pabbly Connect

With the trigger set, it’s time to configure the action step in Pabbly Connect. Select Mailgun as your action application and choose the action event ‘New Mailing List Member’. This action will add the customer as a member to your specified Mailgun mailing list whenever a payment is captured in Razorpay.

To establish the connection, you will need to enter your Mailgun API key, private API key, Mailgun host, and the domain name. You can find these details in your Mailgun account under the ‘API Security’ section. Make sure to copy the correct values and paste them into the respective fields in Pabbly Connect.

Select Mailgun as the action application. Choose ‘New Mailing List Member’ as the action event. Enter your Mailgun API key and domain details.

After entering the necessary details, click on ‘Save’ to establish the connection. Now, you can map the email address and other customer details from the Razorpay response to the Mailgun action fields. This mapping ensures that each new customer who makes a payment is automatically added to your mailing list.

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5. Testing the Integration and Finalizing the Workflow

To ensure everything is working correctly, perform a test payment on Razorpay. Use a test payment link and fill in the customer details. Once the payment is successfully completed, return to Pabbly Connect to check if the response has been captured successfully.

If the response shows the correct customer details, your automation is set up correctly. You can now check your Mailgun account to confirm that the new member has been added to your mailing list. This integration will now run automatically, adding new members to Mailgun for every payment captured through Razorpay.

This seamless integration between Razorpay and Mailgun using Pabbly Connect enhances your email marketing efforts, allowing you to maintain communication with your customers effortlessly. Automate your processes today and improve your business efficiency!

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Conclusion

In this tutorial, we demonstrated how to automate Mailgun member creation upon Razorpay payments using Pabbly Connect. By following the steps outlined, you can streamline your email marketing efforts and enhance customer communication.

Learn how to send automated WhatsApp messages to IndiaMART leads using Pabbly Connect and Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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1. Introduction to Sending WhatsApp Messages Using Pabbly Connect

In this tutorial, we will explore how to send WhatsApp messages to IndiaMART leads using Pabbly Connect. This process automates the messaging workflow, enabling businesses to engage potential customers efficiently. By integrating IndiaMART with WhatsApp via Pabbly Connect, you can streamline your communication.

To start, you need to have an account on both IndiaMART and Pabbly Connect. Pabbly Connect serves as the automation platform that connects your IndiaMART leads with WhatsApp, ensuring that every new inquiry receives a timely message without manual intervention.

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2. Accessing Pabbly Connect and Setting Up Your Workflow

To begin, open your web browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/c/connect’. You will find options to either sign in or sign up for free. New users can sign up for a free account to explore the platform’s features.

• Click on ‘Sign In’ if you already have an account.
• Once logged in, click on ‘Create Workflow’ to start.

After clicking ‘Create Workflow’, you will be prompted to name your workflow and select a folder. Name it something descriptive, like ‘Send WhatsApp Message to IndiaMART Leads’. This setup is crucial as it defines the trigger and action that will automate your messaging process using Pabbly Connect.

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3. Configuring the Trigger with IndiaMART

The next step involves setting up the trigger in your Pabbly Connect workflow. Select IndiaMART as your trigger application. You will be asked to choose a trigger event; select ‘New Leads’ to initiate the workflow whenever a new lead is captured.

Once you’ve set the trigger event, Pabbly Connect will provide you with a Webhook URL. This URL is essential for connecting your IndiaMART account to Pabbly Connect. Copy this URL and proceed to log into your IndiaMART account to configure the Webhook.

• Navigate to the Lead Manager section in IndiaMART.
• Select ‘Import/Export Leads’ and then choose ‘Push API’.
• Paste the Webhook URL you copied from Pabbly Connect.

After saving these details, you will need to generate an OTP to finalize the connection. Once the OTP is verified, your IndiaMART account will be successfully linked to Pabbly Connect, allowing it to capture new lead data automatically.

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4. Sending WhatsApp Messages Using Pabbly Chatflow

With the trigger configured, the next step is to send WhatsApp messages to your leads using Pabbly Chatflow. First, ensure your WhatsApp Cloud API account is connected to Pabbly Chatflow. This involves entering your access token and WhatsApp Business Account ID.

Once the connection is established, you will need to create a message template. Navigate to the template section in Pabbly Chatflow and click on ‘Add New Template’. Fill in the required details, including the template name and message format. Make sure to include variables for personalization, such as the lead’s name.

Select the template category as ‘Marketing’. Enter a descriptive template name in lowercase. Add your message content, ensuring to use variables for names.

After submitting the template, wait for it to be approved. Once approved, return to your Pabbly Connect workflow and configure the action step to send the WhatsApp message using Pabbly Chatflow.

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5. Finalizing the Workflow and Testing

In the final setup, select Pabbly Chatflow as your action application and choose ‘Send WhatsApp Message’ as the action event. Connect your Pabbly Chatflow account by entering the API token obtained earlier.

Map the necessary fields from the previous step, ensuring that the destination phone number and any personalized message content are dynamically pulled from the lead data captured by Pabbly Connect. This mapping allows for automated, personalized messaging.

Finally, click on ‘Save and Send Test Request’ to verify that your setup works. If successful, you will see a confirmation that the message was sent. Your workflow is now complete, and every new lead from IndiaMART will automatically receive a WhatsApp message through Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate WhatsApp messages for IndiaMART leads using Pabbly Connect and Pabbly Chatflow. By following these steps, you can enhance your customer engagement and streamline your communication process effectively.

Learn how to automate sending WhatsApp messages to Google Ads leads using Pabbly Connect and Pabbly Connect with this step-by-step tutorial. 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. Accessing Pabbly Connect for Integration

To send WhatsApp messages to Google Ads leads, you first need to access Pabbly Connect. This platform acts as the integration hub for connecting various applications seamlessly.

Visit Pabbly Connect and sign up for a free account or log in if you are an existing user. Once logged in, navigate to the dashboard where you can create new workflows.

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2. Creating a Workflow in Pabbly Connect

To automate the process, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow as ‘Send WhatsApp Message to Google Ads Leads’.
• Select a folder to save your workflow for better organization.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you’ll be prompted to set a trigger and action. The trigger will be the new lead entry from Google Ads, which we will set up next.

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3. Setting Up Google Ads Trigger in Pabbly Connect

In this step, select Google Ads as your trigger application in Pabbly Connect. The trigger event you need is ‘New Lead Form Entry’. This event captures new leads generated through your Google Ads campaigns.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Google Ads lead form to Pabbly Connect.

• Log in to your Google Ads account and navigate to your campaign.
• Create a new lead form and paste the copied webhook URL in the appropriate field for lead delivery.
• Send test data to verify the connection.

After successfully setting up the trigger, you will be ready to send WhatsApp messages automatically to the new leads captured through Google Ads.

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4. Integrating WhatsApp through Pabbly Chatflow

To send WhatsApp messages, you need to integrate with Pabbly Chatflow. Start by adding your WhatsApp number in your Pabbly Chatflow account. Click on the ‘Add WhatsApp Number’ button and enter your WhatsApp Business Account ID, Access Token, and Phone Number ID.

These details can be obtained by setting up a WhatsApp Cloud API account through Meta for Developers. Once your WhatsApp number is added, you can proceed to create a message template for sending automated messages.

Click on the ‘Templates’ section in Pabbly Chatflow. Create a new template that includes a personalized greeting. Ensure the template is approved before using it in your workflow.

With your WhatsApp number and message template set up, you are now ready to configure the action step in Pabbly Connect.

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5. Sending WhatsApp Messages Using Pabbly Connect

In this final step, go back to your workflow in Pabbly Connect and set the action application as Pabbly Chatflow. Choose the action event as ‘Send C Request’ to send the WhatsApp message.

Enter the required parameters, including the message body and recipient details. Use data mapping to dynamically insert the lead’s name and phone number into the message template. Once all fields are filled, click on ‘Save and Send Test Request’ to send a test message.

If the test is successful, you will receive a confirmation that the WhatsApp message was sent. You can check your inbox in Pabbly Chatflow to verify the message delivery.

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Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages to Google Ads leads using Pabbly Connect and Pabbly Chatflow. By automating this process, you can respond to leads instantly, enhancing customer engagement and conversion rates.

Utilizing Pabbly Connect for integration ensures a seamless workflow, allowing you to focus on growing your business while enhancing communication with potential customers.

Learn how to automate adding LinkedIn Lead Gen Form leads as contacts in Flowlu using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To create Flowlu contacts from LinkedIn Lead Gen Forms, first access Pabbly Connect by visiting its website. After reaching the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. This process is quick and gives you access to 100 free tasks monthly to explore the platform.

Once signed up or logged in, navigate to the dashboard. Here, you will see all your workflows. To initiate the integration process, click on the ‘Create Workflow’ button. You will need to name your workflow, for instance, ‘Create Flowlu Contact from LinkedIn Lead Gen Form Leads’. After naming, select the appropriate folder for your workflow and click on ‘Create’. This sets the stage for automating the lead capture process from LinkedIn to Flowlu.

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2. Setting Up the Trigger with LinkedIn Lead Gen Forms

In this step, you will configure the trigger in Pabbly Connect to capture new leads from LinkedIn Lead Gen Forms. Select LinkedIn Lead Gen Forms as your trigger application and choose the trigger event for new lead submissions. You will then click on ‘Connect’ to build the connection.

• Select ‘Add New Connection’ to set up a fresh connection.
• Ensure you are logged into your LinkedIn account before proceeding.
• Authorize the connection by clicking ‘Connect with LinkedIn Lead Gen Forms’.

Once the connection is established, select the appropriate LinkedIn account and the lead form you want to use. After selecting your form, click on ‘Save and Send Test Request’ to capture the most recent lead submission. This confirms that the connection between LinkedIn Lead Gen Forms and Pabbly Connect is successful, allowing you to automate the transfer of leads to Flowlu.

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3. Creating a Contact in Flowlu

After successfully capturing lead information from LinkedIn, the next step is to set up the action in Pabbly Connect to create a contact in Flowlu. For this, select Flowlu as your action application and choose the action event ‘Create Contact’. Click on ‘Connect’ to establish a new connection.

To create this connection, you will need to input your Flowlu account URL and API key. The account URL is typically formatted as yourcompany.flowlu.com. To obtain your API key, log into your Flowlu account, navigate to the profile section, and access API settings. Create a new API key named something like ‘New Leads’ and copy it.

• Paste the Flowlu account URL and API key into the respective fields in Pabbly Connect.
• Click ‘Save and Send Test Request’ to finalize the connection.

Once the connection is successful, you can map the fields from the LinkedIn lead submission to the Flowlu contact fields. This includes first name, last name, email, and phone number. By mapping these fields dynamically, every new lead captured will automatically populate the corresponding contact information in Flowlu.

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4. Finalizing the Integration and Testing

With the mapping completed, the final step using Pabbly Connect is to test the integration. Click on ‘Save and Send Test Request’ after mapping all necessary fields. This action will send the data to Flowlu, creating a new contact based on the LinkedIn lead information.

To ensure everything is working correctly, navigate to your Flowlu account and check the contacts section. You should see the newly created contact with the details submitted through the LinkedIn Lead Gen Form. This confirms that the integration is functioning as intended and that leads are automatically added to your CRM.

This seamless integration allows for efficient lead management, ensuring that every lead generated through LinkedIn is captured and organized in Flowlu without manual intervention, showcasing the power of Pabbly Connect.

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5. Conclusion: Streamlining Your Lead Management

In conclusion, integrating LinkedIn Lead Gen Forms with Flowlu using Pabbly Connect automates the process of adding new leads as contacts in your CRM. This not only saves time but also enhances the efficiency of your lead management strategy. By following the steps outlined in this tutorial, you can easily capture leads and manage them effectively in Flowlu.

Utilizing Pabbly Connect for this integration allows you to focus on converting leads into customers without the hassle of manual data entry. Start automating your lead management today!

Learn how to automate WhatsApp messages from Google Sheets using Pabbly Connect and Pabbly Connect, enhancing your marketing strategy effortlessly. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To schedule WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. This integration platform allows you to automate tasks effortlessly without any coding skills. Visit the Pabbly Connect homepage by entering Pabbly.com/connect/INR in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are an existing user, click on ‘Sign In’ to access your account. New users can click ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly. After logging in, you will be directed to the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for scheduling WhatsApp messages. Click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Name it ‘Schedule WhatsApp Messages from Google Sheets with Pabbly Chatflow’ and select your desired folder.

• Click on ‘Create’ to proceed.
• You will see a blank workflow with two important sections: Trigger and Action.
• Triggers initiate the workflow, while Actions are responses to those triggers.

For this automation, select ‘Schedule by Pabbly’ as your trigger. Set the trigger event to ‘Scheduled Workflow’ and configure the time you want the messages to be sent. For instance, select January 1st, 2025, at 2 PM. Click ‘Save’ to finalize the trigger settings.

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3. Connecting Google Sheets to Pabbly Connect

With your trigger set, the next step is to connect Google Sheets to Pabbly Connect. Click on the Action step and select ‘Google Sheets’ as your application. Choose the action event as ‘Get Rows’ to fetch customer details from your spreadsheet.

• Click on ‘Connect’ and select ‘Add New Connection’.
• Log in to your Google account and allow permission for Pabbly to access your sheets.
• Select the specific spreadsheet containing customer data.

After selecting your spreadsheet, define the range of data you want to retrieve, for instance, A2:C21. Click ‘Save and Send Test Request’ to ensure the connection works successfully. You will receive the customer details in an array format, which is necessary for the next steps.

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4. Sending Messages via Pabbly Chatflow

Now that you have customer data, it’s time to send messages using Pabbly Chatflow. Add another Action step and select ‘Pabbly Chatflow’ as the application. Choose the action event as ‘Send Message’. Click on ‘Connect’ to link your Chatflow account with Pabbly Connect.

You will need to enter your API token from Pabbly Chatflow. Go to your Chatflow account, navigate to the API and Webhooks section, and copy the API key. Paste this key back in Pabbly Connect to establish the connection. After successfully connecting, you can create a message template for your WhatsApp messages.

Create a new template in Pabbly Chatflow with dynamic variables for personalization. Use variables for customer names to personalize each message. Ensure the template is approved in Chatflow before linking it to your broadcast.

Once your template is ready, link it to the broadcast campaign that you previously created in Pabbly Chatflow. This will ensure that each customer receives a personalized message at the scheduled time.

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5. Finalizing the Workflow

With everything set up, it’s crucial to finalize your workflow in Pabbly Connect. Make sure all mappings are correct, including customer phone numbers and names. Use the dynamic format to ensure each message is personalized based on the customer data retrieved from Google Sheets.

Finally, click ‘Save and Send Test Request’ to verify that the messages are sent correctly. You should see the message in your Pabbly Chatflow inbox, confirming that the integration works. This automation will allow you to send personalized WhatsApp messages to all your customers automatically.

This entire process demonstrates how Pabbly Connect seamlessly integrates Google Sheets and Pabbly Chatflow to enhance your marketing efforts, especially for occasions like the New Year.

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Conclusion

In conclusion, using Pabbly Connect to schedule WhatsApp messages from Google Sheets is a powerful way to automate your marketing. This integration allows for personalized communication, enhancing customer engagement and satisfaction during special occasions like the New Year. Start automating your workflows today with Pabbly Connect!

Learn how to integrate Jotform with WhatsApp using Pabbly Connect, enabling automated message sending on form submissions for better customer engagement. 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. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for a free account, which offers 100 free tasks every month. For existing users, simply log in to your account.

Once logged in, navigate to the dashboard where you can see all available Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘+ Create Workflow’ button at the top right corner. A dialog box will appear asking for the workflow name and folder selection. Name your workflow as ‘Send WhatsApp Message on Jotform Submission’ and select an appropriate folder for organization.

• Workflow Name: Send WhatsApp Message on Jotform Submission
• Folder: Select a suitable folder (e.g., WhatsApp Automations)

After entering the details, click on the ‘Create’ button to finalize your workflow. You will now see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response.

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3. Setting Up the Trigger with Jotform

For the Trigger application, select ‘Jotform’ from the dropdown menu. Then, choose the event as ‘New Response’. This means whenever there is a new submission on your Jotform, it will trigger the workflow.

• Trigger Application: Jotform
• Trigger Event: New Response

To connect Jotform with Pabbly Connect, copy the provided webhook URL. Go to your Jotform settings, navigate to the integrations section, and find the webhook integration. Paste the copied URL and complete the integration. After successfully integrating, you can test the connection by submitting a test form.

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4. Sending WhatsApp Messages via Pabbly Chatflow

Now that your Jotform is connected to Pabbly Connect, it’s time to set up the Action step. Select ‘Pabbly Chatflow’ as the Action application and choose ‘Send Request’ as the action event. This will allow you to send WhatsApp messages based on the Jotform submission.

Action Application: Pabbly Chatflow Action Event: Send Request

Click on the connect button and enter your API token from the Pabbly Chatflow account. After entering the token, proceed to fill out the message body that you want to send. Make sure to use the variable for the lead’s name to personalize the message.

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5. Testing the Integration

After setting everything up, it’s crucial to test your integration. Go back to your Jotform and perform a test submission. Check the Pabbly Connect workflow to see if it captures the response correctly. If the response is captured, the integration is successful. using Pabbly Connect

To verify that the WhatsApp message is sent, check your Pabbly Chatflow inbox. You should see the message sent to the lead’s WhatsApp number, confirming that the automation works flawlessly.

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Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages automatically on Jotform submissions using Pabbly Connect. By leveraging the power of Pabbly Chatflow, businesses can enhance customer engagement and streamline communication effectively.