Author: Nitin Maheshwari

Learn how to send WhatsApp messages automatically upon Gravity Forms submissions using Pabbly Connect. This detailed tutorial covers step-by-step integration processes. 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. Setting Up Pabbly Connect for Automation

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can sign up for a free account, which gives you 100 free automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Gravity Forms to WhatsApp Messages’, and hit the ‘Create’ button. This will allow you to set up the automation that sends WhatsApp messages upon receiving a new form submission.

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2. Setting Gravity Forms as the Trigger in Pabbly Connect

In this section, you will set your trigger application to be Pabbly Connect with Gravity Forms. Select Gravity Forms from the app list and choose the trigger event as ‘New Response’. This action will initiate the workflow when a new lead fills out the form.

• Select the Gravity Forms app as your trigger.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to paste this webhook URL into the Gravity Forms settings. Go to your form settings, select the Webhooks tab, and click on ‘Add New’. Paste the copied URL in the Request URL field, set the request method to POST, and save the settings. This establishes the connection between Gravity Forms and Pabbly Connect.

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3. Testing the Gravity Forms Submission

After setting up the webhook in Gravity Forms, it’s time to test the integration. Fill out your Gravity Form with test data, including a name, email, and WhatsApp number. This test submission will help you capture data that Pabbly Connect will use for the WhatsApp message.

Once you submit the form, return to Pabbly Connect to check if the test data has been received. You should see the details displayed in the response section. This confirms that your Gravity Forms are correctly sending data to Pabbly Connect.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

Now that you have set up the trigger, the next step is to configure the action application, which is the WhatsApp Cloud API. Select WhatsApp Cloud API from the action application options and choose ‘Send Template Message’ as the action event. This will allow you to send messages to the leads captured from the Gravity Forms.

To connect your WhatsApp Cloud API, you will need your temporary access token, phone number ID, and WhatsApp business account ID. You can find these in your WhatsApp Cloud API settings. Once you have these details, enter them into Pabbly Connect to establish the connection.

• Select ‘Add New Connection’ for WhatsApp Cloud API.
• Input your access token, phone number ID, and account ID.
• Click on ‘Save’ to connect.

After saving, you will be able to choose a message template that you have created in your WhatsApp Cloud API settings.

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5. Finalizing the WhatsApp Message Template

In this final section, you will select the message template you want to send through WhatsApp. Choose the template you created earlier, and map the variables in the message body to the data received from Gravity Forms. This ensures that the messages sent are personalized and relevant to each lead.

To map the variables, click on the respective fields in Pabbly Connect and select the corresponding values from the test data captured earlier. This step is crucial, as it allows the automated message to dynamically include the lead’s name and any other relevant information.

Once everything is set up, click on ‘Save and Send Test Request’ to send a test message to the WhatsApp number provided in the form. Check your WhatsApp to confirm that the message has been received correctly, indicating that the entire integration is successful.

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Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate WhatsApp messages for new submissions from Gravity Forms. By following these steps, you can streamline your communication with leads and enhance your business efficiency.

Learn how to automate sending WhatsApp messages on Razorpay payments 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. Accessing Pabbly Connect for Razorpay WhatsApp Automation

To start using Pabbly Connect for automating WhatsApp messages on Razorpay payments, first, visit the Pabbly Connect dashboard. You can access it by searching for ‘Pabbly Connect’ in your browser and signing up for a free account or logging into your existing account.

After logging in, click on ‘Create Workflow’ to initiate the setup process. Name your workflow, such as ‘Razorpay to WhatsApp’, and click on ‘Create’ to proceed with the integration steps.

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2. Setting Up the Trigger Event in Pabbly Connect

In this section, we will configure the trigger event using Pabbly Connect. In the trigger window, select Razorpay as the app and choose the ‘Payment Captured’ event. This setup will allow Pabbly Connect to capture payment details whenever a payment is made on your Razorpay account.

• Select Razorpay from the app list.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Razorpay dashboard, go to Settings, and click on Webhooks. Here, add a new webhook using the copied URL and select the ‘Payment Captured’ event. This connection enables Pabbly Connect to receive payment data from Razorpay.

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3. Testing the Webhook Connection with Pabbly Connect

After setting up the webhook, it’s essential to test the connection. You can do this by making a test payment through your Razorpay payment page. When the payment is successful, Pabbly Connect will capture the payment details.

To perform the test, go back to your Razorpay payment page and enter dummy customer details to complete a payment. Once the payment is processed, return to Pabbly Connect. You should see the payment data captured in the response section.

• Enter dummy customer data for the test payment.
• Complete the payment process.
• Observe the captured payment details in Pabbly Connect.

After successfully capturing the payment details, you can proceed to format the payment amount correctly, as Razorpay returns it without decimal values.

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4. Formatting the Payment Amount Using Pabbly Connect

To ensure the payment amount is accurately reflected, you need to format it using Pabbly Connect. Add a new action step and select the ‘Number Formatter’ app. Choose the action event ‘Perform Math Operation’ to divide the captured amount by 100.

In the configuration, select the amount you captured from Razorpay and input ‘100’ to divide it. This step will correct the amount to reflect the actual payment made by the customer.

Select ‘Number Formatter’ as the app. Choose ‘Perform Math Operation’ as the action event. Input the captured amount and divide by 100.

Once the operation is complete, the correct payment amount will be available for the next step, where we will send the WhatsApp message.

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5. Sending WhatsApp Messages Using Pabbly Connect

Now that you have the correct payment amount, it’s time to send a WhatsApp message. In this step, select the ‘WhatsApp Cloud API’ as the action app in Pabbly Connect. Choose the action event ‘Send Template Message’ to send the payment confirmation.

Connect your WhatsApp Cloud API account by entering the required details such as Phone Number ID and WhatsApp Business Account ID. You will also need a permanent access token to establish the connection. Once connected, select the template you created in your WhatsApp Cloud API account.

Select ‘WhatsApp Cloud API’ as the action app. Choose ‘Send Template Message’ as the action event. Map the customer’s mobile number and payment details in the template fields.

After mapping all necessary fields, click on ‘Save and Send Test Request’. If successful, the customer will receive a WhatsApp message confirming their payment.

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Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages on Razorpay payments using Pabbly Connect. By following the steps outlined, you can efficiently notify customers of their payment confirmations, enhancing their experience and ensuring timely communication.

Learn how to sync Telegram messages with WhatsApp using Pabbly Connect. Follow this step-by-step guide to automate your messaging workflow. 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 sync Telegram messages with WhatsApp, you first need to access Pabbly Connect. This powerful automation tool allows you to create workflows easily without any coding skills. Start by visiting the Pabbly Connect dashboard via the link provided in the description.

Once there, click on the ‘Sign Up Free’ button to create your account. You will receive 100 free automation tasks every month. After signing up, log in to reach your dashboard and click on ‘Create Workflow’ to initiate the automation process.

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2. Setting Up Your Workflow in Pabbly Connect

In this section, you will create a workflow to connect Telegram and WhatsApp using Pabbly Connect. Name your workflow, for example, ‘Telegram to WhatsApp Automation,’ and click on the ‘Create’ button. This will take you to the workflow setup page.

• Select Telegram Bot as the app in the ‘Choose App’ field.
• Choose ‘Set Webhooks’ or ‘Watch Updates’ as the trigger event.
• Click on ‘Connect’ and select ‘Add New Connection’ to link your Telegram account.

Follow the on-screen instructions to obtain your Telegram API token. This token is essential for establishing a connection between Telegram and Pabbly Connect.

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3. Creating a Telegram Bot

To connect Telegram with Pabbly Connect, you must create a bot using the BotFather in Telegram. Search for ‘BotFather’ in your Telegram app and start a chat. Send the command ‘/newbot’ to create a new bot.

After naming your bot, you will receive a token. Copy this token and paste it into the designated field in your Pabbly Connect workflow. Ensure you add the bot as an admin in your Telegram group to monitor messages effectively.

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4. Filtering Messages in Pabbly Connect

Next, you will set up a filter condition in Pabbly Connect to specify which Telegram messages should be sent to WhatsApp. Click on the ‘+’ icon to add a filter step after your Telegram trigger.

• Select the ‘Message Text’ label from the Telegram data received.
• Set the filter type as ‘Contains’ and enter keywords like ‘important’, ‘urgent’, or ‘priority’.
• Save the filter and test the condition to ensure it captures the messages correctly.

This filtering process ensures that only relevant messages are sent to your WhatsApp account through Pabbly Connect.

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5. Sending Messages to WhatsApp Using Cloud API

Finally, you will configure the action step to send filtered messages to WhatsApp using the WhatsApp Cloud API in Pabbly Connect. Select ‘WhatsApp Cloud API’ as the action app and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API by entering your permanent access token, phone number ID, and WhatsApp business account ID. After connecting, select the message template you created earlier for sending messages.

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Conclusion

In this tutorial, you learned how to sync Telegram messages with WhatsApp using Pabbly Connect. By following the steps outlined, you can automate your messaging workflow efficiently. This integration not only saves time but also ensures you stay updated with important messages from your team.

Learn how to send email attachments to WhatsApp using Pabbly Connect and WhatsApp Official Cloud API with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Email Attachments

To start sending email attachments to WhatsApp, first, access Pabbly Connect by visiting Pabbly.com/connect. You can sign up for a free account, which provides you with 100 free automation tasks each month. This makes it easy to set up your workflow without any coding skills.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Send Email Attachments on WhatsApp’. This will help you identify the automation easily in the future.

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2. Trigger Setup Using Email Parser in Pabbly Connect

The next step is to set up the trigger for your workflow. In Pabbly Connect, select the Email Parser as your trigger application. This feature allows you to capture incoming emails and their attachments directly into your workflow.

• Select the Email Parser option from the trigger list.
• Copy the parser address provided by Pabbly Connect.
• Forward emails to this parser address from your email client.

This will ensure that every email sent to the parser address is captured by Pabbly Connect for further processing. After setting this up, you can send a test email to see if the parser captures the data correctly.

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3. Configuring Gmail to Forward Emails

To forward emails to the parser address, go to your Gmail settings. Click on the ‘Settings’ icon, then select ‘See All Settings’. Navigate to the ‘Forwarding and POP/IMAP’ tab, where you can add the parser address as a forwarding address.

• Click on ‘Add a forwarding address’ and paste the parser address from Pabbly Connect.
• Verify the forwarding address by entering the confirmation code sent to your parser address.
• Once verified, enable forwarding and choose to keep Gmail’s copy in inbox if desired.

This step is crucial as it allows Pabbly Connect to receive and process the emails with attachments automatically. After saving the changes, you can proceed to test the setup by sending an email with an attachment.

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4. Filtering Email Attachments to Send to WhatsApp

After successfully capturing the email data, the next step is to filter the emails based on specific criteria, such as the presence of attachments. In Pabbly Connect, add a filter step to your workflow that checks for keywords in the email subject.

Select the filter action and specify the subject label. Set the condition to ‘contains’ and enter keywords like ‘resume’ or ‘important’. Save the filter settings to ensure only relevant emails are processed.

With this filter in place, Pabbly Connect will only continue the workflow if the email meets the specified criteria, making it efficient and effective for your needs.

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5. Sending Email Attachments to WhatsApp Using WhatsApp Cloud API

Now that your email attachments are filtered, the final step is to send these attachments to WhatsApp using the WhatsApp Cloud API. In Pabbly Connect, add an action step and select WhatsApp Cloud API as the application.

You’ll need to connect your WhatsApp account by providing your permanent access token and other required details. Once connected, select the ‘Send Template Message’ action.

Choose the template you created for sending messages. Map the relevant fields from the email data such as the sender’s name, subject, and attachment link. Save and test the action to ensure messages are sent correctly.

Once this is set up, Pabbly Connect will automatically send messages to your WhatsApp whenever an email with specified criteria is received, streamlining your workflow significantly.

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Conclusion

By following this tutorial, you can effectively use Pabbly Connect to send email attachments directly to WhatsApp using the WhatsApp Official Cloud API. This automation saves time and ensures that important documents are always at your fingertips.

Learn how to automate email responses to Facebook leads using Pabbly Connect and Office 365. 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 Facebook Lead Ads

Pabbly Connect is a powerful automation tool that allows you to seamlessly integrate various applications. In this tutorial, we will use Pabbly Connect to automate the process of sending emails to new leads captured through Facebook Lead Ads. This integration is essential for businesses looking to streamline their lead management process.

By using Pabbly Connect, you can eliminate the need for manual checks on Facebook for new leads. Instead, every time a lead is captured, an email will automatically be sent from your Office 365 account. This automation not only saves time but also enhances your responsiveness to potential customers.

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2. Setting Up Pabbly Connect for Automation

To get started, you need to access the Pabbly Connect dashboard. Visit the Pabbly Connect website and sign up for a free account. Once you have logged in, you can create a new workflow for your automation. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow, e.g., ‘Facebook to Office 365’.
• Click ‘Create’ to proceed.

Once your workflow page is loaded, you will see options to set up a trigger and an action. The trigger will be capturing a lead from Facebook Lead Ads, and the action will be sending an email via Office 365.

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3. Configuring Facebook Lead Ads Trigger in Pabbly Connect

In this step, you will set up the trigger using Pabbly Connect. Select ‘Facebook Lead Ads’ as the trigger application. In the trigger event, choose ‘New Lead Instant’. This will ensure that the workflow is activated whenever a new lead is submitted through your Facebook lead generation form.

Next, connect your Facebook account to Pabbly Connect by clicking on ‘Connect with Facebook Lead Ads’. Once connected, select the relevant Facebook page and lead generation form you wish to use. After saving the settings, click on ‘Save and Send Test Request’ to test the connection.

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4. Setting Up Office 365 to Send Emails

After successfully capturing leads from Facebook, the next step is to set up the action to send emails through Office 365. Select ‘Microsoft Office 365’ as the action application in Pabbly Connect and choose the action event as ‘Send Mail’.

Connect your Office 365 account by clicking on ‘Connect with Microsoft Office 365’. Once connected, you will need to fill in the details for the email, including the subject, content type, and body. Importantly, map the recipient’s email address using the data captured from the Facebook lead.

• Enter a subject for the email, e.g., ‘Thank You for Your Interest’.
• Type the body of the email, including personalized fields.
• Map the recipient’s email from the lead data.

This setup ensures that every new lead receives a customized email response, enhancing customer engagement and satisfaction.

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5. Testing and Verifying the Integration

Once you have configured both the trigger and action in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to send a test email. Ensure that you have mapped the recipient email correctly to verify that the automation works as intended.

After sending the test email, check your inbox to confirm that the email has been received. You should see the email with the content you specified, confirming that the integration between Facebook Lead Ads and Office 365 via Pabbly Connect is successful.

If you encounter any issues, ensure that your email address is verified and that all connections are correctly set up. Once verified, this automation will run seamlessly, sending emails to every new lead captured through your Facebook ads.

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Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to automate the process of sending emails to new leads captured through Facebook Lead Ads. By integrating Office 365 with Facebook, you can enhance your lead management process without any manual effort. This automation allows you to focus on your business while ensuring timely communication with your leads.

Learn how to automate sending business flyers to customers on WhatsApp using Pabbly Connect and Google Sheets in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Integration

To start sending business flyers to your customers on WhatsApp, you need to set up Pabbly Connect. First, navigate to the Pabbly Connect dashboard by visiting the Pabbly website. Sign up for a free account to get started, which includes 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Business Flyers on WhatsApp’. This will help you identify the automation later. After naming your workflow, click the ‘Create’ button to proceed to the next step.

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2. Setting Up Google Sheets as the Trigger

In this section, we will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the list of applications and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that any time a new flyer URL is added or updated, the workflow will trigger.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used in your Google Sheets to connect the two applications. To do this, you need to install the Pabbly Connect Webhooks add-on in Google Sheets. Here’s how:

• Open Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• Refresh your spreadsheet after installation.

Finally, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL here and set the trigger column to the column where your flyer links will be added.

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3. Setting Up Customer Data in Google Sheets

Next, you need to prepare another Google Sheets document that contains your customer data. This will be essential for sending the flyers to the right contacts. Create a new sheet with columns for customer names, email IDs, and WhatsApp numbers.

After setting up the customer data spreadsheet, go back to Pabbly Connect. In the action step, select Google Sheets again and choose ‘Get Rows’ as the action event. This allows Pabbly Connect to retrieve the customer data from your spreadsheet. Connect to your Google Sheets account and select the spreadsheet containing your customer data.

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4. Integrating WhatsApp Cloud API to Send Messages

Now, it’s time to connect the WhatsApp Cloud API to send messages to your customers. In Pabbly Connect, add another action step and choose the WhatsApp Cloud API application. Select ‘Send Template Message’ as the action event. You will need to connect your WhatsApp Cloud API by providing the permanent access token, phone number ID, and business account ID.

To generate a permanent access token, follow the instructions provided in the WhatsApp Cloud API documentation. After connecting your account, select the message template you created for your flyers. You can customize the message body to include customer-specific information using variable tags.

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5. Testing and Activating the Workflow

Before finalizing the workflow, it’s crucial to test it. In Pabbly Connect, click on ‘Save and Send Test Request’ to see if the message is sent correctly to your WhatsApp number. Make sure that the message includes the flyer link and is formatted as intended.

Once the test is successful, activate your workflow. From now on, every time you add a new flyer link to your Google Sheets, a message will automatically be sent to your customers on WhatsApp without any manual intervention. This automation will streamline your marketing efforts and enhance your business communication.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending business flyers to your customers via WhatsApp. By integrating Google Sheets and WhatsApp Cloud API, you can efficiently manage your marketing communications.

Learn how to integrate Zoho CRM with WhatsApp Cloud API using Pabbly Connect to automate messages to new leads effortlessly. 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. Setting Up Pabbly Connect for Zoho CRM Integration

To start integrating Zoho CRM with WhatsApp Cloud API, you first need to access Pabbly Connect. This platform allows you to automate workflows without coding knowledge. Begin by visiting the Pabbly Connect dashboard after signing up for an account.

Once you are on the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoho CRM to WhatsApp Automation’. This name will help you identify your automation easily later on.

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2. Choosing Zoho CRM as the Trigger Application

In this step, you will select Zoho CRM as your trigger application within Pabbly Connect. Click on the ‘Choose App’ field and select Zoho CRM. The trigger event you need is ‘New Module Entry’ which activates when a new lead is added.

• Select ‘New Module Entry’ from the trigger events.
• Connect your Zoho account by entering the required domain (e.g., zoho.com).
• Choose the module where leads are added, typically ‘Contacts’ or ‘Leads’.

After connecting, you will be prompted to send a test request. This step helps ensure that your integration will function properly once set up.

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3. Creating Leads in Zoho CRM

Next, it’s time to create a lead in Zoho CRM which will trigger the automation set in Pabbly Connect. Use the form you created in Zoho to submit a new lead. Ensure you fill in all necessary information, including the lead’s name, email, phone number, and WhatsApp number.

For example, you might enter:

• Name: Chris Harris
• Email: [email protected]
• Phone: +1234567890
• WhatsApp: +1234567890

This submission will act as a test data to verify the integration.

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4. Sending WhatsApp Messages Using Pabbly Connect

After successfully capturing the lead data, the next step involves sending a WhatsApp message. In Pabbly Connect, select the action application as WhatsApp Cloud API. The action event should be set to ‘Send Template Message’. This setup allows you to send predefined messages to your leads.

To connect your WhatsApp Cloud API, you will need the following:

Permanent Access Token Phone Number ID Business Account ID

Once connected, select the message template you wish to use for the WhatsApp messages. Ensure that the template is approved by WhatsApp before using it in your automation.

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5. Finalizing Your Automation Workflow

Now that your WhatsApp action is set up, map the data fields from the lead entry to the message template. For instance, map the lead’s name and WhatsApp number to the respective placeholders in your template. This ensures that every message sent is personalized. using Pabbly Connect

Finally, test your automation by clicking on ‘Save and Send Test Request’. This action will send a WhatsApp message to the newly created lead. If everything is set up correctly, you will receive a confirmation in your WhatsApp account.

Once confirmed, your automation is ready to go. Every time a new lead is added to Zoho CRM, a WhatsApp message will automatically be sent to them, enhancing your customer engagement.

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Conclusion

Integrating Zoho CRM with WhatsApp Cloud API using Pabbly Connect automates lead communication efficiently. This setup allows businesses to nurture leads effectively and improve customer relations effortlessly. Start using Pabbly Connect today to streamline your workflows!

Learn how to automate sending files on WhatsApp using Google Forms and Pabbly Connect. Step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms and WhatsApp Integration

To automate the process of sending files via WhatsApp upon Google Forms submission, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you do not have one, create a free account at the Pabbly Connect website.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Google Forms to WhatsApp Automation’. This workflow will help you automate the process of sending files when a Google Form is submitted.

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2. Creating a Google Form for Submissions

To begin, create a Google Form that will collect user responses. Ensure that your form includes fields for essential information such as name, email address, and travel destination. This form will be the trigger for your automation using Pabbly Connect.

• Open Google Forms and create a new form.
• Add fields for name, email, and travel destination.
• Save the form and note the link for sharing.

This form will be used to gather responses that will trigger the WhatsApp message sending process in Pabbly Connect.

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3. Setting Up WhatsApp Cloud API

Next, you need to set up your WhatsApp Cloud API account. Visit the WhatsApp Cloud API page and log in. Create a new application and generate a permanent access token. This token will allow Pabbly Connect to send messages on your behalf.

After creating your app, copy the token along with your WhatsApp Business Account ID and Phone Number ID. These details are crucial for connecting Pabbly Connect to WhatsApp.

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4. Integrating Google Forms with Pabbly Connect

Now, return to Pabbly Connect and set up the Google Forms integration. Select Google Forms as the trigger application and choose ‘New Response Received’ as the trigger event. This means that every time someone submits the form, Pabbly Connect will initiate the action.

• Select Google Forms in Pabbly Connect.
• Choose the trigger event as ‘New Response Received’.
• Follow the provided instructions to connect your Google account.

Once connected, map the necessary fields from your form to ensure the right data is sent to WhatsApp. This will allow your automation to function correctly using Pabbly Connect.

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5. Sending Files to WhatsApp Using Pabbly Connect

Finally, set up the action for sending files via WhatsApp. Choose WhatsApp Cloud API as the action application and select ‘Send Template Message’. Here, you’ll need to configure the message template that will be sent when the form is submitted. using Pabbly Connect

Map the required fields, including the recipient’s phone number and the document URL of the file you want to send. Ensure the phone number includes the country code and is formatted correctly. Once everything is set up, test your automation to confirm that messages are sent successfully via WhatsApp.

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Conclusion

By following these steps, you can effectively automate sending files from Google Forms to WhatsApp using Pabbly Connect. This integration streamlines communication and enhances user experience, making it easier to manage inquiries and responses.

Learn how to connect Google Drive to WhatsApp Cloud API using Pabbly Connect. Share files automatically on WhatsApp with this step-by-step 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. Setting Up Pabbly Connect for Google Drive and WhatsApp Integration

To start using Pabbly Connect for integrating Google Drive with WhatsApp Cloud API, first, access the Pabbly Connect dashboard. You can do this by visiting the Pabbly Connect website and signing up for a free account. This account will grant you 100 free automation tasks monthly, making it easy to set up your workflows.

After logging in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, you can name it ‘Google Drive to WhatsApp.’ Once named, click on the ‘Create’ button to continue.

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2. Setting the Trigger Event in Google Drive

The next step involves configuring the trigger event in Pabbly Connect. Select Google Drive as your trigger application. The trigger event should be set to ‘New File’ to initiate the workflow when a new file is uploaded to your Google Drive.

• Choose Google Drive as the trigger application.
• Set the trigger event to ‘New File’.
• Click on ‘Connect’ to establish a connection with your Google Drive account.

After connecting, you will need to authorize Pabbly Connect to access your Google Drive. This step is crucial as it allows the automation to function correctly. Once authorized, click on ‘Save and Send Test Request’ to ensure that the connection is established successfully and to capture the details of the most recently uploaded file.

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3. Generating a Shareable Link for the Uploaded File

Once you have successfully set up the trigger, the next step in Pabbly Connect is to generate a shareable link for the uploaded file. To do this, add a new action step and select Google Drive again. This time, choose the action event ‘Share a File with Anyone’ to create a shareable link for the file uploaded in the previous step.

• Select Google Drive as the action application.
• Choose the action event ‘Share a File with Anyone’.
• Use the existing connection to Google Drive established earlier.

In this step, you will need to map the file ID from the previous step to generate the shareable link. After mapping, click on ‘Save and Send Test Request’. This will provide you with a shareable link that can be sent via WhatsApp.

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4. Sending the Shareable Link via WhatsApp Cloud API

The final step in this workflow involves sending the generated shareable link through WhatsApp using the WhatsApp Cloud API. To do this, add another action step in Pabbly Connect and select WhatsApp Cloud API as your application. The action event should be set to ‘Send Template Message’.

After selecting the action event, you will need to connect your WhatsApp Cloud API account. Enter your permanent access token and the phone number ID from your WhatsApp setup. This step is crucial for sending messages through WhatsApp. Once connected, select the message template you created earlier and fill in the required fields, such as the recipient’s mobile number and the shareable link.

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Conclusion

In conclusion, using Pabbly Connect to integrate Google Drive with WhatsApp Cloud API allows for seamless sharing of files directly via WhatsApp. By following the steps outlined in this tutorial, you can automate the process of sending links to files uploaded on Google Drive, enhancing productivity and collaboration within your team.

Learn how to automate the transfer of sales data from StudioCart to Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Accessing Pabbly Connect for Integration

To begin the integration of StudioCart with Google Sheets, you need to access Pabbly Connect. This platform serves as the central automation tool that facilitates the transfer of sales data seamlessly.

Start by navigating to the Pabbly Connect dashboard through the link provided. If you are new, sign up for a free account to get started. You will receive 100 free automation tasks each month, which is perfect for testing your integrations.

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2. Creating a Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button to set up your automation. Name your workflow something like ‘StudioCart to Google Sheets’ to keep it identifiable. using Pabbly Connect

This workflow will consist of a trigger and an action. The trigger is the event that initiates the workflow, while the action is what happens as a result. Here, the trigger will be a new order in StudioCart, and the action will be adding this data to Google Sheets.

• Click on ‘Create Workflow’
• Name your workflow, e.g., ‘StudioCart to Google Sheets’

After naming your workflow, proceed to set up the trigger by selecting StudioCart from the options. Choose the trigger event as ‘New Order’ to capture purchases made through the plugin.

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3. Configuring the StudioCart Trigger

To configure the trigger, you need to connect your StudioCart account. Click on ‘Connect’, then select ‘Add New Connection’. Here, you will enter your WordPress site URL and the API key from the StudioCart settings. using Pabbly Connect

To find the API key, go to your WordPress dashboard, navigate to the StudioCart plugin settings, and copy the API key provided. Paste this key into the Pabbly Connect interface along with your WordPress site URL (ensure to format it correctly).

• Go to WordPress dashboard
• Copy the API key from StudioCart settings
• Paste the API key and site URL in Pabbly Connect

After entering these details, click ‘Save’ to establish the connection. This allows Pabbly Connect to listen for new orders placed through StudioCart.

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4. Adding Data to Google Sheets

With the trigger set up, the next step is to configure the action that adds the sales data to Google Sheets. Select Google Sheets as the application for the action event. using Pabbly Connect

Choose the action event as ‘Add a New Row’. Click ‘Connect’ and select ‘Add New Connection’ to link your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

Select Google Sheets as the action application Choose ‘Add a New Row’ as the action event Connect your Google account and grant permissions

Next, specify the spreadsheet name and the sheet where you want to add the data. Map the fields from the trigger data to the corresponding columns in your Google Sheets for a seamless data transfer.

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5. Testing and Finalizing the Integration

After configuring the Google Sheets action, it’s crucial to test the integration. Create a test order in StudioCart to see if the data flows correctly into your Google Sheet. using Pabbly Connect

Once you place a test order, return to Pabbly Connect and check the response section to confirm that the data has been received. If successful, you will see the order details captured in the response.

Place a test order in StudioCart Check Pabbly Connect for the response Verify the data in Google Sheets

If the test is successful, click ‘Save’ to finalize your workflow. Your integration is now complete, and all future sales data from StudioCart will automatically populate in your Google Sheets.

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Conclusion

In this tutorial, we have successfully demonstrated how to use Pabbly Connect to automate the transfer of sales data from StudioCart to Google Sheets. This integration saves time and ensures accurate data management for your online courses.

By following these steps, you can streamline your workflow and focus more on your business growth rather than manual data entry. Start using Pabbly Connect today to enhance your productivity!