Author: Nitin Maheshwari

Learn how to automatically send CRM contacts into a Business Proposals application using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Integration

To automatically send CRM contacts into a Business Proposals application, you need to start by accessing Pabbly Connect. Visit the website at Pabbly.com/connect and create your free account, which takes just two minutes.

Once logged in, navigate to the dashboard and click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation area where you can set up your automation.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects your CRM to the Business Proposals application using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘CRM to Business Proposals’.

• Click on the ‘Create’ button to proceed.
• You will then see options for setting up a trigger and an action.

Set the trigger to be the addition of a contact in your CRM. This will initiate the workflow whenever a new contact is added. Ensure you select the correct CRM application, such as Deskera CRM, from the list in Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

Now you will configure the trigger by selecting Deskera as your CRM application in Pabbly Connect. Choose the trigger event as ‘New Contact Added’. This means that every time a new contact is added in Deskera, it will trigger the workflow.

Next, click on ‘Connect’ to establish a connection. You will need to enter your Deskera CRM credentials, including your username and password. After entering the details, click on ‘Save’ to connect.

• Once connected, click on ‘Save and Send Test Request’.
• Create a test contact in Deskera to capture the response.

After creating the test contact, check back in Pabbly Connect to see if the data for the new contact was captured successfully.

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4. Setting Up the Action Step in Business Proposals Application

Once the trigger is set up, it’s time to configure the action step in Pabbly Connect. Search for the Business Proposals application and select it. The action event should be set to ‘Create Client’.

Click on ‘Connect’ and then choose to add a new connection. You will need the API key from the Business Proposals application. Find this in the integrations section of your Business Proposals dashboard.

Copy the API key and paste it into the corresponding field in Pabbly Connect. Map the required fields such as first name, last name, and email address from the test data.

Make sure to save and test the connection to verify that the client is added successfully in the Business Proposals application.

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5. Finalizing the Integration in Pabbly Connect

In this final step, you will finalize the integration setup in Pabbly Connect. Ensure all required fields are mapped correctly. Use the data captured from the test contact to populate the client’s information in the Business Proposals application.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to check if the client is correctly added in the Business Proposals application. Refresh the application to see if the new client appears.

If successful, your automation is now complete! You can now automatically send CRM contacts into the Business Proposals application with ease.

Once set up, this workflow will run automatically whenever a new contact is added to your CRM, saving you significant time and effort.

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Conclusion

In conclusion, using Pabbly Connect to automatically send CRM contacts into a Business Proposals application streamlines your workflow significantly. This integration allows you to save time and improve productivity by eliminating manual data entry.

By following the steps outlined in this tutorial, you can set up your automation quickly and efficiently, ensuring that every new CRM contact is seamlessly integrated into your Business Proposals application.

Learn how to automate order creation in Shiprocket using Google Forms with Pabbly Connect in 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 Shiprocket Integration

To automate order creation in Shiprocket using Google Forms, you first need to set up Pabbly Connect. Begin by logging into your Pabbly Connect account and accessing the dashboard. If you don’t have an account yet, you can create one easily and enjoy 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Orders in Shiprocket Automatically’. After this, you will be directed to the workflow page where you can set up the trigger and action for your automation.

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2. Setting Up Google Forms as the Trigger in Pabbly Connect

The next step is to set Google Forms as the trigger application in Pabbly Connect. From the trigger options, select Google Forms and choose the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new form submission occurs.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect your Google Forms to the Pabbly workflow. To proceed, copy this webhook URL and follow the instructions provided to configure it within your Google Form.

• Open your Google Form and navigate to ‘Extensions’.
• Click on ‘Add-ons’ and search for ‘Pabbly Connect Webhooks’.
• Install the add-on and refresh your spreadsheet.
• Go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’.

In the initial setup, paste the copied webhook URL into the designated field and specify the trigger column in your spreadsheet. This sets up the connection needed to capture form submissions effectively.

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3. Sending Test Data to Pabbly Connect

After configuring the webhook URL, it’s time to test the connection. In the Pabbly Connect interface, you will see a ‘Waiting for Webhook Response’ message. To proceed, submit a test entry in your Google Form.

Once the test submission is made, return to Pabbly Connect and click on the ‘Send Test’ button in the initial setup section. This action will send the test data to your Pabbly workflow, allowing you to verify that the connection works correctly and that the data is being captured as expected.

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4. Creating an Order in Shiprocket Using Pabbly Connect

With the test data successfully captured, the next step is to set up the action that will create an order in Shiprocket. In the action step of Pabbly Connect, search for the Shiprocket application and select the action event as ‘Create Order’.

When prompted, connect your Shiprocket account by entering the API user email and password. This step is essential as it allows Pabbly Connect to communicate with your Shiprocket account and create orders automatically based on the form submissions.

• Map the necessary fields from the Google Form submission to the Shiprocket order fields.
• Ensure all required fields are filled, including order number, order date, and customer details.
• Test the connection by clicking on ‘Save and Send Test Request’.

Upon successful testing, you will see a confirmation that a new order has been created in your Shiprocket account, showcasing the seamless integration facilitated by Pabbly Connect.

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5. Conclusion: Automating Shiprocket Orders with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to automate order creation in Shiprocket directly from Google Forms submissions. By following the steps outlined, you can save time and streamline your order processing, allowing for a more efficient e-commerce operation.

With Pabbly Connect, you can easily set up this automation without any coding skills, enabling you to focus more on growing your business rather than managing orders manually.

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Learn how to use Pabbly Connect and Pabbly Connect to forward data back to the trigger application after workflow execution with this detailed tutorial.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Data Forwarding

To forward data back to the trigger application after workflow execution, start by accessing Pabbly Connect. You can sign up for a free account at the Pabbly Connect website, which allows you to create workflows and automate tasks seamlessly.

Once you have signed up, log in to your account and navigate to the dashboard. Click on the ‘Create Workflow’ button to start setting up your automation process. Give your workflow a name, such as ‘Data Forwarding to Source’, and click on the ‘Create’ button to proceed.

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2. Setting Up the Trigger Application in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger will be based on a form submission from Pabbly Form Builder. Select Pabbly Form Builder as your trigger application and choose the event ‘New Submission’. This event will initiate the workflow when a user submits the form.

• Select the trigger application: Pabbly Form Builder
• Choose the trigger event: New Submission
• Copy the webhook URL provided by Pabbly Connect

Now, go to your Pabbly Form Builder dashboard, select the form you created for event registration, and navigate to the integrations settings. Here, you will add the webhook URL from Pabbly Connect to enable data capture from form submissions.

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3. Capturing Form Submission Data

After setting up the trigger, it’s time to capture the data from the form submission. Go back to Pabbly Connect and click on the ‘Recapture’ button to fetch a test submission. Fill out the form with test data and submit it.

Once the form is submitted, Pabbly Connect will capture the response and display it in the workflow. You’ll see the data fields populated with the information you entered, which will be used in the next steps of your automation.

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4. Generating a Ticket ID Using Number Formatter

Next, you will generate a unique ticket ID for each registrant using the Number Formatter feature in Pabbly Connect. Search for the Number Formatter action and select the ‘Spreadsheet Formulas’ option. Use the formula ‘RANDBETWEEN’ to generate random integers between 100 and 200.

• Select the action event: Spreadsheet Formulas
• Enter the formula: =RANDBETWEEN(100,200)
• Save and send a test request to obtain a random ticket ID

After successfully generating the ticket ID, you will use this data to send information back to the trigger application.

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5. Forwarding Data Back to the Trigger Application

To complete your workflow, you will use the Data Forwarder feature in Pabbly Connect. This feature allows you to send the processed data back to the source application after the workflow execution. Select the Data Forwarder action and choose the event ‘Return Workflow Response to Source’.

In the JSON format, map the relevant fields such as the first name, last name, and ticket ID. This will ensure that the information is displayed on the thank you page of the form submission.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to forward data back to the trigger application after workflow execution. This integration not only enhances user experience but also streamlines your automation process.

Learn how to seamlessly send Google Forms responses to multiple email addresses using Pabbly Connect for automation. Follow 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. Setting Up Pabbly Connect for Google Forms Integration

To send Google Forms responses to multiple email addresses, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and create an account. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Forms Responses to Multiple Emails’. This will help you keep track of your automation tasks effectively.

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2. Configuring the Trigger with Google Forms

In this step, you will configure the trigger in Pabbly Connect to capture new responses from Google Forms. Choose Google Forms as your trigger application and select the event ‘New Response Received’. This event will activate the workflow whenever a new form submission occurs.

• Select Google Forms as the application.
• Choose the trigger event ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to link this webhook URL to your Google Form. Open the associated Google Sheets where responses are collected, and install the Pabbly Connect Webhook add-on. After installation, refresh the sheet and set up the webhook URL in the add-on’s initial setup.

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3. Testing the Connection with Sample Data

Once the webhook URL is set up, it’s crucial to test the connection. Fill out the Google Form with sample data and submit it. This submission will trigger the webhook and send the data to Pabbly Connect.

After submitting the form, return to Pabbly Connect and click on the “Send Test” button. This action will fetch the latest response data from your Google Sheet. Verify that the data appears correctly in the workflow.

• Submit the form with sample responses.
• Click on “Send Test” in Pabbly Connect.
• Check if the test data is received successfully.

Ensure that the test data matches what you entered in the Google Form. This verification is essential for the automation to work correctly.

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4. Sending Emails via Gmail Integration

Now that the trigger is set up and tested, it’s time to configure the action step to send emails. Choose Gmail as your action application within Pabbly Connect. Select the action event ‘Send Email’ to notify multiple recipients about the new form submission.

Connect your Gmail account and provide the necessary permissions. In the email setup, enter the recipient addresses separated by commas to send the email to multiple people.

Select Gmail as the action application. Choose the action event ‘Send Email’. Map the email fields with data from the Google Form.

Fill in the subject line and body of the email, ensuring to include the mapped data from the Google Form responses. This will personalize the email notifications sent to your team members.

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5. Finalizing the Automation Process

After setting up the email action, click on ‘Save and Send Test Request’ to check if the email is sent successfully. You can verify this by checking the inboxes of the email addresses you provided. This step confirms that your automation is functioning as intended using Pabbly Connect.

Once everything is verified, your automation is complete. From now on, every time a new response is submitted via Google Forms, the responses will be sent automatically to the specified email addresses without any manual effort.

In summary, you have successfully set up an automation using Pabbly Connect to send Google Forms responses to multiple email addresses. This integration streamlines your communication process and ensures that all relevant parties are notified instantly.

Conclusion

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

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Learn how to automatically create Xero contacts from Jotform submissions using Pabbly Connect. Follow this step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect Dashboard

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

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

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2. Setting Up the Trigger with Jotform

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

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

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

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3. Capturing the Response from Jotform

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

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

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4. Creating a Contact in Xero

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

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

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

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5. Completing the Automation

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

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

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Conclusion

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

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

Watch Step By Step Video Tutorial Below

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1. Understanding Cart Abandonment and Its Impact

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

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

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

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

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2. Setting Up Pabbly Connect for Cart Recovery

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

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

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3. Configuring the ThriveCart Trigger in Pabbly Connect

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

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

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4. Sending Email Notifications via Gmail

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

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

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5. Testing and Activating the Workflow

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

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

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Conclusion

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

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

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

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

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

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2. Configuring Google Sheets as the Trigger

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

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

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

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3. Scheduling the Automation to Run Daily

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

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

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

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4. Updating Live Items in Webflow

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

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

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5. Finalizing the Workflow and Testing

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

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

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Conclusion

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

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

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

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

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

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2. Setting Up the Trigger in Pabbly Connect

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

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

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

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3. Capturing Booking Data from Book Like a Boss

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

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

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4. Formatting Date and Time for WhatsApp Confirmation

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

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

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

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5. Sending Booking Confirmation via WhatsApp

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

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

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Conclusion

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

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

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WooCommerce and Convertri Integration

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

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

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2. Trigger Setup with Convertri in Pabbly Connect

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

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

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

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3. Testing the Convertri Purchase Trigger

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

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

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4. Setting Up WooCommerce in Pabbly Connect

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

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

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

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5. Creating Orders in WooCommerce through Pabbly Connect

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

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

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Conclusion

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

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

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Sales Automation

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

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

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2. Creating a Form with Pabbly Form Builder

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

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

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

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3. Setting Up Your Pabbly Connect Workflow

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

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

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

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

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4. Updating Google Sheets with Sales Data

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

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

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

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

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5. Sending Performance Reports on WhatsApp

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

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

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

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

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Conclusion

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

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