Author: Nitin Maheshwari

Learn how to integrate Zoom with WhatsApp using Pabbly Connect to automate sending meeting invites. Follow our 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. Introduction to Pabbly Connect for Zoom and WhatsApp Integration

In this section, we will explore how to use Pabbly Connect to integrate Zoom with WhatsApp. This integration allows you to automate the process of sending meeting invites to participants via WhatsApp. By using Pabbly Connect, you can streamline your communication process, saving time and reducing manual effort.

Pabbly Connect serves as the central platform that connects Zoom and WhatsApp, enabling seamless data transfer. This eliminates the need for repetitive tasks and ensures that your registrants receive timely notifications about their meetings. Let’s dive into how to set this up step by step.

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2. Setting Up Your Pabbly Connect Account

To begin, you need to create an account on Pabbly Connect. Head over to the Pabbly website and sign up for a free account. Once you have your account ready, navigate to the Pabbly Connect section to start creating your workflow for Zoom and WhatsApp integration.

• Visit the Pabbly website and click on ‘Sign Up for Free’.
• Log into your account and access the Pabbly Connect app.
• Click on ‘Create Workflow’ to begin your integration setup.

After creating your workflow, you will be prompted to choose a trigger application. Select Zoom as your trigger app, which will initiate the workflow whenever a new registration occurs. This setup is crucial for automating the sending of invites through WhatsApp.

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3. Integrating Zoom with Pabbly Connect

Now that your Pabbly Connect account is set up, the next step is to integrate Zoom. In the Pabbly Connect workflow, select Zoom as your trigger app. Choose the event type as ‘Webhook URL’ to allow Pabbly Connect to receive data from Zoom.

Log into your Zoom account and navigate to the ‘Advanced’ section. Here, you will find the option to create a new app. Select ‘Build App’ and choose the JWT option. Fill in the necessary details and create your JWT token. This token is essential for authenticating the connection between Zoom and Pabbly Connect.

• Go to the Zoom App Marketplace and select ‘Develop’.
• Create a new JWT app and fill in the required fields.
• Copy the Webhook URL provided by Pabbly Connect and paste it into Zoom’s event notification settings.

Once the integration is complete, you can test it by creating a new meeting in Zoom. Ensure that the registration details are correctly sent to Pabbly Connect.

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4. Sending WhatsApp Messages via Pabbly Connect

After integrating Zoom with Pabbly Connect, the next step is to set up WhatsApp integration. For this, you will need to use WATI, a WhatsApp business API provider. In your Pabbly Connect workflow, add an action step to send a WhatsApp message.

Connect your WATI account by entering the API endpoint and access token. This information can be found in your WATI account settings. Once connected, you can set up the message template that will be sent to your Zoom registrants.

Select the action event as ‘Send Template Message’. Enter the WhatsApp number without the ‘+’ sign but include the country code. Choose the message template you created in WATI for sending invites.

With everything set up, you can now test the workflow. When a new registration occurs in Zoom, Pabbly Connect will automatically send a WhatsApp invite to the registrant using the specified template.

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5. Testing and Finalizing the Integration

To ensure that your integration works correctly, perform a test registration in Zoom. After completing the registration, check if the WhatsApp message is received. This will confirm that Pabbly Connect is successfully relaying information from Zoom to WhatsApp.

If the test is successful, you can finalize your integration. Make sure all parameters in the WhatsApp message are correctly mapped, including the meeting link, date, and time. Adjust any settings as necessary to ensure smooth operation.

Remember, Pabbly Connect allows you to automate this entire process, saving you time and ensuring that your registrants are always informed about their meetings.

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Conclusion

In summary, integrating Zoom with WhatsApp using Pabbly Connect allows for efficient communication with your meeting participants. By automating the sending of invites, you can focus on delivering great workshops without worrying about manual notifications. This integration not only saves time but also enhances participant engagement.

Learn how to send automated WhatsApp messages to new Facebook leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Introduction to Sending Automated WhatsApp Messages via Pabbly Connect

To send automated WhatsApp messages to new Facebook leads, you can use Pabbly Connect. This powerful integration platform allows you to automate workflows seamlessly between Facebook and WhatsApp. With Pabbly Connect, you can ensure that every new lead receives a timely message on WhatsApp without manual intervention.

Setting up this integration is straightforward. You will need to create a connection between Facebook Lead Ads and WhatsApp using Pabbly Connect. This process will efficiently send WhatsApp messages to your leads, enhancing your engagement and conversion rates.

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2. Setting Up Your Pabbly Connect Account

First, visit the Pabbly Connect website and sign up for an account if you haven’t already. Once logged in, you will be directed to the dashboard where you can begin creating your automation workflow. Pabbly Connect’s user-friendly interface makes it easy to navigate through the setup process.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Choose ‘Facebook’ as the trigger application.

After setting up your workflow, you can proceed to configure the trigger event. This is crucial as it determines when the WhatsApp messages will be sent. Using Pabbly Connect, you can select the specific event that captures new leads from Facebook.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To link your Facebook Lead Ads to Pabbly Connect, you need to authenticate your Facebook account. This step is essential for allowing Pabbly Connect to access your leads. Click on the ‘Connect’ button and follow the prompts to log in to your Facebook account securely.

• Select the Facebook Page associated with your leads.
• Choose the form you want to connect.
• Test the connection to ensure it’s working properly.

Once the connection is established, Pabbly Connect will automatically pull in new leads generated from your selected Facebook form. This automation allows you to focus on other important tasks while ensuring that your leads are engaged promptly via WhatsApp.

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4. Configuring WhatsApp Message Template in Pabbly Connect

After successfully connecting Facebook Lead Ads, the next step is to set up the WhatsApp message template. In this section, you will specify what message should be sent to new leads. Use Pabbly Connect to create a personalized message that resonates with your audience.

Make sure to include relevant details such as the lead’s name and any other specific information that makes the message more engaging. You can also use dynamic fields to customize the message based on the lead’s input.

Once your message template is ready, you can test it within Pabbly Connect to ensure it appears as intended. This testing phase is critical to confirm that your message will be delivered correctly when a new lead is generated from Facebook.

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5. Finalizing the Integration and Sending Messages

With the WhatsApp message template configured, the final step is to enable the automation. In Pabbly Connect, click on the ‘Save’ button to finalize your workflow. This action will activate the integration, allowing WhatsApp messages to be sent automatically to new leads from Facebook.

To ensure everything is working smoothly, you can run a test by submitting a new lead through your Facebook form. Check your WhatsApp to confirm that the automated message is received. This verification step is essential to guarantee that your setup is functioning as intended.

By utilizing Pabbly Connect, you can now efficiently manage your leads and enhance customer engagement through automated WhatsApp messages, streamlining your communication process.

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Conclusion

In this tutorial, we explored how to send automated WhatsApp messages to new Facebook leads using Pabbly Connect. By following these steps, you can enhance your lead engagement and automate your communication effectively.

Learn how to send WhatsApp messages to new signups for sports training membership using Pabbly Connect in this detailed 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

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1. Setting Up Pabbly Connect for Integration

To begin sending WhatsApp messages to new signups, you need to set up Pabbly Connect. This platform facilitates the integration between Thinkific and WhatsApp, allowing seamless communication with your new members.

First, log in to your Pabbly Connect account. If you don’t have an account, create one. After logging in, navigate to the ‘Connect’ section to start creating a new workflow.

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2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This will allow you to set up the automation process for sending WhatsApp messages.

Here are the steps to create your workflow:

• Name your workflow appropriately, such as ‘WhatsApp Notifications for New Signups’.
• Select Thinkific as the trigger app.
• Choose the trigger event, which is typically ‘New Enrollment’.

After setting up these parameters, click on the ‘Save’ button to proceed. This step is crucial as it establishes the foundation for your automation.

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3. Connecting Thinkific to Pabbly Connect

Next, you need to connect your Thinkific account to Pabbly Connect. This involves providing the necessary credentials to allow data transfer.

Follow these steps to connect Thinkific:

• In the Pabbly Connect interface, click on ‘Connect a New Account’ under Thinkific.
• Enter your Thinkific API key, which can be found in your Thinkific account settings.
• Once entered, click on the ‘Save’ button to establish the connection.

This connection allows Pabbly Connect to receive data about new signups from Thinkific, which is essential for sending WhatsApp messages.

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4. Setting Up WhatsApp as the Action App

After connecting Thinkific, the next step is to set WhatsApp as the action app in your Pabbly Connect workflow. This allows you to send messages to new signups automatically.

To configure WhatsApp:

Select WhatsApp as the action app in your workflow. Choose the action event, typically ‘Send Message’. Connect your WhatsApp account by entering the necessary credentials.

After setting up WhatsApp, you will need to customize the message that will be sent to new members. This can include personalized greetings and important information about their membership.

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5. Testing Your Pabbly Connect Workflow

Finally, it’s essential to test your Pabbly Connect workflow to ensure everything is functioning correctly. This step verifies that WhatsApp messages are sent as intended.

To perform the test:

Click on the ‘Test Workflow’ button in Pabbly Connect. Check if the WhatsApp message is received by the test number you provided. If successful, your workflow is ready to go live!

Testing is a crucial step to ensure that your integration works smoothly and provides the desired notifications to new signups.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages to new signups for sports training membership using Pabbly Connect. By following these steps, you can effectively communicate with your new members and enhance their experience.

Learn how to send spa and massage appointments online and confirmation messages on WhatsApp using Pabbly Connect. Step-by-step guide to streamline your appointment process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Appointment Scheduling

To start sending spa and massage appointments online, you need to set up Pabbly Connect. This powerful automation platform allows you to integrate various applications seamlessly. Begin by logging into your Pabbly Connect account and navigating to the dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button. This initiates the process of setting up your appointment scheduling. You will need to give your workflow a name that reflects its purpose, such as ‘Massage Appointment Confirmation’.

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2. Integrating Facebook and WhatsApp with Pabbly Connect

Next, you will integrate Facebook and WhatsApp through Pabbly Connect. Start by selecting Facebook as your trigger application. You will need to choose the specific trigger event, such as ‘New Appointment’. This event will initiate the workflow whenever a new appointment is scheduled through your Facebook page.

• Select the Facebook page where your appointments are booked.
• Authenticate your Facebook account to allow Pabbly Connect to access it.
• Test the trigger to ensure it captures new appointments correctly.

After setting up the trigger, add WhatsApp as the action application. Choose the action event as ‘Send Message’. This allows you to send confirmation messages to clients via WhatsApp automatically.

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3. Sending Confirmation Messages via WhatsApp

With the integration complete, you can now configure the WhatsApp message that will be sent as a confirmation. In Pabbly Connect, specify the WhatsApp number to which the message will be sent. Ensure this number is formatted correctly, including the country code.

• Craft a message template that includes appointment details.
• Incorporate dynamic fields from the appointment data, such as customer name and appointment time.
• Preview the message to ensure it meets your standards.

Make sure to test the WhatsApp action to confirm that messages are sent correctly when a new appointment is booked. This step ensures your clients receive timely confirmations.

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4. Finalizing Your Workflow in Pabbly Connect

After configuring the WhatsApp message, it’s time to finalize your workflow in Pabbly Connect. Review all the steps to ensure everything is set up correctly. You can add additional actions if needed, such as sending follow-up messages or notifications.

Don’t forget to activate your workflow. Once activated, Pabbly Connect will automatically handle the sending of confirmation messages whenever a new appointment is made. This automation saves you time and ensures your clients are informed.

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5. Testing and Optimizing Your Process

Testing is crucial to ensure your integration works seamlessly. Use Pabbly Connect to run a test appointment through the workflow. Check that the confirmation message is received on WhatsApp as expected.

If issues arise, revisit the workflow settings to troubleshoot any problems. You can optimize your message templates based on customer feedback to enhance clarity and engagement.

Regularly review your workflow in Pabbly Connect to make adjustments as your service offerings evolve. This proactive approach keeps your appointment scheduling efficient and user-friendly.

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Conclusion

Using Pabbly Connect, you can effortlessly send spa and massage appointments online while sending confirmation messages via WhatsApp. This integration streamlines your appointment management process, ensuring your clients receive timely updates and confirmations.

Learn how to integrate Acuity Scheduling with WhatsApp using Pabbly Connect for automated appointment confirmations. 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. Accessing Pabbly Connect for Appointment Scheduling

To start integrating Acuity Scheduling with WhatsApp, you need to access Pabbly Connect. This platform serves as the central hub for managing your integrations seamlessly.

Begin by signing up or logging into your Pabbly Connect account. Once logged in, navigate to the dashboard to initiate the integration process.

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2. Setting Up Acuity Scheduling in Pabbly Connect

In this section, we will configure Acuity Scheduling within Pabbly Connect. First, select the Acuity Scheduling app from the list of available applications.

• Choose the trigger event, such as ‘New Appointment’.
• Connect your Acuity Scheduling account by providing the necessary API credentials.
• Test the connection to ensure everything is set up correctly.

After successfully connecting Acuity Scheduling, you will be able to capture appointment details that will be sent via WhatsApp. Make sure to save your settings in Pabbly Connect.

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3. Integrating WhatsApp for Confirmation Messages

Next, we will integrate WhatsApp to send confirmation messages. In Pabbly Connect, select WhatsApp as the action app.

Choose the action event ‘Send Message’ and connect your WhatsApp account. You will need to input the WhatsApp number and the message template that will be sent to customers.

• Specify the message format, which includes appointment details such as date, time, and location.
• Ensure that the WhatsApp number includes the country code.
• Test the WhatsApp integration to confirm that messages are being sent correctly.

Once the integration is complete, Pabbly Connect will automatically send confirmation messages to customers upon appointment booking.

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4. Finalizing and Testing the Integration

After setting up both Acuity Scheduling and WhatsApp in Pabbly Connect, it’s essential to finalize the integration. Review all settings to ensure accuracy.

Conduct a test appointment to see if the confirmation message is sent successfully via WhatsApp. This step is crucial to verify that both applications are communicating effectively through Pabbly Connect.

If the test is successful, you can start using this integration for real appointments. Remember to monitor the system for any issues and make adjustments as necessary.

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5. Benefits of Using Pabbly Connect for Appointment Management

Utilizing Pabbly Connect for integrating Acuity Scheduling with WhatsApp offers numerous advantages. It automates the communication process, saving time and reducing errors.

Additionally, it enhances customer experience by providing instant confirmation messages. This integration ensures that customers are always informed about their appointments, leading to better satisfaction.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating Acuity Scheduling with WhatsApp using Pabbly Connect streamlines appointment management and enhances customer communication. Follow the steps outlined in this tutorial to set up your automated confirmation system effectively.

Learn how to automate sending certificates upon training completion using Pabbly Connect with Google Sheets, Google Slides, and Gmail. Follow our detailed 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. Introduction to Automating Certificate Generation with Pabbly Connect

In this tutorial, we will explore how to automate the process of sending certificates upon successful completion of training using Pabbly Connect. This integration will utilize Google Sheets, Google Slides, and Gmail to streamline the workflow.

By leveraging Pabbly Connect, you can save time and effort in generating and distributing certificates. This method is particularly beneficial for educational institutions or training programs that handle multiple interns.

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2. Setting Up Your Google Sheet for Certificate Automation

The first step is to prepare your Google Sheet where the intern data will be stored. This sheet will serve as the primary data source for Pabbly Connect.

To set up your Google Sheet, ensure you have the following columns:

• Intern Name
• Email ID
• Training Duration
• Completion Status

Once your Google Sheet is set up, you can proceed to connect it with Pabbly Connect.

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3. Connecting Google Sheets to Pabbly Connect

To initiate the connection, log in to your Pabbly Connect account and create a new workflow. Select Google Sheets as your trigger application.

Choose the trigger event as ‘New Spreadsheet Row’ and copy the provided webhook URL into your Google Sheet’s add-ons. This step allows Pabbly Connect to capture data whenever a new intern’s information is added.

• Create a new spreadsheet in Google Sheets.
• Install the Pabbly Connect Webhooks add-on.
• Paste the webhook URL in the add-on settings.

Once this setup is complete, Pabbly Connect will be able to capture the data for further processing.

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4. Generating Certificates with Google Slides through Pabbly Connect

After connecting Google Sheets, the next step involves generating the certificates using Google Slides. In your Pabbly Connect workflow, add Google Slides as an action application.

Select the action event as ‘Create Presentation from Template’ and choose your certificate template from Google Slides. This template should contain placeholders for intern details such as name and training duration.

Map the intern’s name from Google Sheets to the certificate template. Set the duration of the training in the appropriate placeholder. Save the generated certificate in a designated Google Drive folder.

This integration allows Pabbly Connect to automatically create personalized certificates for each intern based on the data captured from Google Sheets.

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5. Sharing Certificates via Email with Pabbly Connect

The final step is to share the generated certificates with the interns via email. In your Pabbly Connect workflow, add Gmail as another action application.

Select the action event as ‘Send Email’ and map the intern’s email address to ensure the certificate is sent directly to them. Include the link to the Google Drive certificate in the email body.

Use the presentation ID of the generated certificate as the file ID. Customize the email subject and body to inform the intern about their certificate. Test the email sending functionality to ensure it works correctly.

With this final step, Pabbly Connect completes the automation process, efficiently managing the entire workflow from data entry to certificate distribution.

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Conclusion

In conclusion, automating the process of sending certificates using Pabbly Connect significantly enhances efficiency and accuracy. By integrating Google Sheets, Google Slides, and Gmail, you can streamline the entire workflow and ensure timely delivery of certificates to your interns.

Learn how to automate WhatsApp messages for successful payments in Thrivecart using Pabbly Connect. Step-by-step tutorial inside! 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

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1. Setting Up Pabbly Connect for Thrivecart Integration

To begin the integration process, you will first need to access Pabbly Connect. This platform serves as the automation solution that connects Thrivecart with WhatsApp. After signing up or logging in, navigate to the app section and select Pabbly Connect to create a new workflow.

Once in Pabbly Connect, you will be prompted to create a workflow. Name it appropriately, such as ‘Thrivecart to WhatsApp Integration’. This will help you identify the automation later. After naming, click on the ‘Create’ button to move forward.

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2. Connecting Thrivecart to Pabbly Connect

The next step involves connecting Thrivecart to Pabbly Connect. You will need to retrieve your API token from Thrivecart. To do this, go to your Thrivecart account, click on ‘Settings’, and then navigate to ‘API & Webhooks’. Here, you can generate a new API key specifically for this integration.

• Log into Thrivecart and navigate to Settings.
• Go to API & Webhooks and create a new API key.
• Copy the API key and paste it into Pabbly Connect.

After pasting the API token into Pabbly Connect, select the trigger event as ‘Product Purchase’. This will ensure that every time a payment is made, the workflow is activated. Click on ‘Connect’ to finalize this setup.

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3. Collecting Payment Data from Thrivecart

Once Thrivecart is connected to Pabbly Connect, it’s time to collect payment data. This is done by making a test payment through Thrivecart. Fill out the checkout form with a dummy customer, such as John Mosby, and complete the order.

After the payment is processed, return to Pabbly Connect and click on ‘Test Request’. This action will pull the payment data from Thrivecart, which includes customer details like name, email, and phone number. Ensure that this data is accurately reflected in Pabbly Connect.

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4. Enrolling User in Thinkific via Pabbly Connect

Now that you have the payment data, the next step is to enroll the user in Thinkific. In your Pabbly Connect workflow, add a new action step and select Thinkific as the application. Choose the action event as ‘Create User’.

Map the fields from the payment data you collected, such as first name, last name, and email address. After filling in these details, click on ‘Save and Send Test Request’. This will create a new user in Thinkific, confirming that John Mosby is now enrolled in your course.

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5. Sending WhatsApp Confirmation Message

The final step is to send a confirmation message via WhatsApp. For this, you will use Wati, which integrates with Pabbly Connect. Add a new action step and select Wati, then choose the action event as ‘Send Template Message’.

• Enter the WhatsApp number without the plus sign and include the country code.
• Select the message template you created in Wati.
• Fill in the custom parameters such as name and course link.

Click on ‘Save and Send Test Request’ to dispatch the message. The system will confirm that the message has been sent to John Mosby, providing him with all necessary information regarding his enrollment.

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Conclusion

In this tutorial, we explored how to automate the process of sending WhatsApp messages upon successful payment using Pabbly Connect. By integrating Thrivecart and Thinkific, you can streamline your workflow and enhance customer communication effectively.

Learn how to sell baby and kids products online and send WhatsApp messages using Pabbly Connect with our detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To start selling baby and kids products online and send WhatsApp messages, first, access Pabbly Connect. This platform allows you to automate your workflow seamlessly between different applications.

Begin by logging into your Pabbly Connect account. If you don’t have an account, you can create one for free. Once logged in, navigate to the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects your payment gateway to WhatsApp via Pabbly Connect. This will automate the process of sending messages upon receiving payments.

• Select the trigger application, which is your payment gateway.
• Choose the event that will trigger the workflow, such as ‘Payment Received’.
• Connect your payment gateway account by following the prompts.

After setting up the trigger, you can now set the action to send a WhatsApp message. This is where Pabbly Connect shines, allowing you to automate the communication process efficiently.

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3. Configuring WhatsApp Integration

Next, you will configure the WhatsApp integration through Pabbly Connect. This step is crucial as it allows you to send confirmation messages to customers after they make a purchase.

In the action step, select WhatsApp as your application and choose the action event, such as ‘Send Message’. You will need to authenticate your WhatsApp account to allow Pabbly Connect to send messages on your behalf.

• Enter the phone number of the customer who made the payment.
• Compose your message. You can include dynamic fields such as customer name and product details.
• Test the action to ensure the message is sent correctly.

Once you have configured the WhatsApp message settings, you can save your workflow. This integration allows your customers to receive timely updates about their purchases directly on WhatsApp, enhancing their shopping experience.

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4. Testing the Integration

After setting up your workflow in Pabbly Connect, it’s essential to test the integration. This ensures that everything functions as expected and that your customers receive their WhatsApp messages upon payment.

To test, simulate a payment through your payment gateway. Check if the WhatsApp message is sent automatically. If everything works correctly, you will see the confirmation message delivered to the customer’s WhatsApp.

If the message does not send, revisit your Pabbly Connect settings to ensure that all configurations are correct and that your accounts are properly linked.

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5. Finalizing Your Setup

Once testing is successful, you can finalize your setup. This involves activating your workflow in Pabbly Connect to ensure it runs continuously without manual intervention.

Make sure to monitor the workflow initially to catch any potential issues. With Pabbly Connect, you can easily manage your workflows and make adjustments as needed.

Now that everything is set up, you can focus on selling your baby and kids products online while Pabbly Connect handles the communication aspect smoothly. This automation not only saves time but also enhances customer satisfaction.

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Conclusion

In conclusion, using Pabbly Connect to sell baby and kids products online and send WhatsApp messages upon receiving payments streamlines your operations. This integration enhances customer engagement and simplifies your workflow.

Learn how to automate sending confirmation messages for singing class payments using Pabbly Connect, Razorpay, and WhatsApp in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Payment Confirmation Messages

To start sending confirmation messages for singing class membership payments, you need to access Pabbly Connect. Begin by navigating to the Pabbly website and signing in to your account.

Once logged in, click on the ‘Create Workflow’ button. This action will allow you to set up a new automation process. Name your workflow appropriately, such as ‘Razorpay to WhatsApp Confirmation’ to reflect its purpose. This initial setup is crucial for connecting Razorpay and WhatsApp through Pabbly Connect.

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2. Integrating Razorpay with Pabbly Connect

The first step in the integration process is to connect Razorpay to Pabbly Connect. To do this, select Razorpay as your trigger application and choose ‘Payment Captured’ as the trigger event. This event will initiate the workflow whenever a payment is successfully received.

• Login to your Razorpay dashboard.
• Navigate to Settings and select Webhooks.
• Add a new webhook using the URL provided by Pabbly Connect.

These steps will establish a connection between Razorpay and Pabbly Connect, allowing payment data to be captured for further processing.

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3. Capturing Payment Data in Pabbly Connect

After connecting Razorpay, the next step is to capture payment data in Pabbly Connect. Once a payment is made, the details such as customer name, email, and payment amount will be recorded within the Pabbly Connect dashboard.

To ensure that only relevant payments trigger confirmation messages, apply a filter in Pabbly Connect. This filter should check if the payment amount equals 1299, which is the price for the singing class membership. If the condition is met, the workflow will proceed to send a confirmation message.

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4. Sending Confirmation Messages via WhatsApp

Next, you need to integrate WhatsApp for sending confirmation messages. For this, use Vati, a tool that facilitates WhatsApp messaging through Pabbly Connect. Select Vati as your action application and choose ‘Send Template Message’ as the action event.

• Connect your Vati account by providing the API endpoint and access token.
• Map the data captured from Razorpay, including the customer’s name and payment confirmation details.
• Select the message template that includes parameters for personalization.

This process ensures that each customer receives a tailored confirmation message after their payment is processed through Razorpay, thanks to Pabbly Connect.

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5. Testing the Integration Workflow

Finally, it’s essential to test your integration workflow to ensure everything is functioning as expected. Make a demo payment through Razorpay and monitor the Pabbly Connect dashboard to see if the payment details are captured correctly.

After confirming that the payment data is recorded, check WhatsApp for the confirmation message sent to the customer. This step validates that the integration between Razorpay and WhatsApp via Pabbly Connect is successful and operational.

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Conclusion

In conclusion, using Pabbly Connect to automate sending confirmation messages for singing class membership payments is straightforward. By integrating Razorpay and WhatsApp, you can ensure that your customers receive timely payment confirmations, enhancing their experience.

Learn how to automate sending product details from Facebook leads to WhatsApp using Pabbly Connect in this detailed tutorial. 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.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To begin automating the process of sending product details to WhatsApp from Facebook leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you haven’t already.

After logging in, navigate to the app section and locate Pabbly Connect. Click on ‘Access Now’ to initiate the workflow creation process. This is crucial as it allows you to set up the integration between Facebook and WhatsApp seamlessly.

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2. Create a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this example, name it ‘Facebook Leads to WhatsApp’.

After naming your workflow, you will see two windows: the trigger window and the action window. In the trigger window, select ‘Facebook Lead Ads’ as the app you want to integrate. Choose the trigger event as ‘New Lead’ to capture new submissions from your Facebook lead form.

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3. Connect Facebook Lead Ads to Pabbly Connect

Now, log into your Facebook account to connect it to Pabbly Connect. Click on ‘Connect’ to authorize the connection. Once authorized, you will have to select the Facebook page and the specific lead generation form you wish to use.

• Select your Facebook page from the dropdown.
• Choose the specific lead form, e.g., ‘New Leads’.

After selecting the appropriate options, click on ‘Save and Send Test Request’. This action will fetch the data from the most recent lead submission, allowing you to confirm that the integration is working correctly.

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4. Format Phone Number for WhatsApp Messaging

In this step, you will format the phone number captured from the Facebook lead form to ensure it is compatible with WhatsApp. This is done using the Pabbly Connect number formatter. Add a new action step and select the number formatter app.

Choose the action event as ‘Spreadsheet Formulas’. Here, you will use a formula to remove the plus sign from the phone number. The formula will look something like this: SUBSTITUTE(PhoneNumber, '+', ''). This ensures the phone number is correctly formatted for WhatsApp messaging.

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5. Send WhatsApp Message Using Pabbly Connect

After formatting the phone number, you will set up the action to send a WhatsApp message. Choose the WhatsApp API as your action app in Pabbly Connect. Select the action event as ‘Send Template Message’.

Map the fields required for the WhatsApp message, including the formatted phone number and the template you wish to use. Make sure to create and get approval for your WhatsApp message template beforehand to ensure it meets API requirements.

• Input the WhatsApp number without the plus sign.
• Select the approved message template.

Finally, click on ‘Save and Send Test Request’ to send a test message. If successful, your setup is complete, and you will see the message received on WhatsApp.

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Conclusion

In this tutorial, we explored how to automate sending product details from Facebook leads to WhatsApp using Pabbly Connect. By following these steps, you can streamline your communication and enhance customer engagement effectively.