Author: Nitin Maheshwari

Learn how to automate sending order confirmation messages from Simvoly to WhatsApp using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Simvoly WhatsApp Integration

To begin sending Simvoly order confirmation messages to WhatsApp, first access Pabbly Connect. Open your browser and search for ‘Pabbly.com connect’. You can create a free account in just two minutes or sign in if you already have one.

Once logged in, navigate to the Pabbly Connect dashboard. Click on ‘Create Workflow’ and name it, for example, ‘Simvoly to WhatsApp’. This is the starting point for setting up your automation process.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for ‘Simvoly’ and select it. From the dropdown menu, choose ‘New Order’ as the trigger event. This will allow Pabbly Connect to capture new order details from your Simvoly store.

• Select ‘Simvoly’ as the app.
• Choose ‘New Order’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Simvoly website builder. Under ‘Website Settings’, navigate to ‘Applications’ and click ‘Add Application’. Select ‘Connect Webhook’ and paste the copied URL as the destination. Choose ‘New Order’ for the event and click ‘Save’. This connects your Simvoly store to Pabbly Connect.

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3. Placing a Test Order to Capture Data

Now that the trigger is set up, you need to place a test order in your Simvoly store to capture the order details in Pabbly Connect. Navigate to your store, select a product, and proceed to checkout. Enter dummy customer details such as name, email, and mobile number.

After completing the order, return to Pabbly Connect. You should see the new order details captured in the response section. This includes the customer’s name, email, mobile number, and product details.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

With the order details captured, the next step is to set up the action to send a WhatsApp message using Pabbly Connect. In the action window, search for ‘WhatsApp Cloud API’ and select it. Choose ‘Send Template Message’ as the action event.

• Connect your WhatsApp Cloud API account.
• Enter the necessary details: Token, Phone Number ID, and WhatsApp Business Account ID.
• Select your message template approved by WhatsApp.

Map the recipient’s mobile number from the order details captured earlier. Fill in the body fields with dynamic data such as the customer’s name and product name. This allows the confirmation message to be personalized for each order.

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5. Testing the Automation with Pabbly Connect

After configuring the WhatsApp action, it’s essential to test the automation setup in Pabbly Connect. Click on ‘Save and Send Test Request’. If set up correctly, you should receive a confirmation message on WhatsApp with the order details.

Check the WhatsApp account linked to the mobile number used in the test order. You should see the message confirming the order, personalized with the customer’s name and product ordered. This confirms that your automation is working correctly.

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Conclusion

In this tutorial, we explored how to send Simvoly order confirmation messages to WhatsApp using Pabbly Connect. By following the steps outlined, you can automate this process effectively, ensuring customers receive timely notifications about their orders.

Learn how to collect employee documents via form and automatically save them in Google Drive using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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1. Setting Up Pabbly Connect for Document Collection

Pabbly Connect is the central platform for automating the process of collecting employee documents via forms. To start, visit Pabbly Connect by typing Pabbly.com/connect and create your free account. After signing in, you will reach the dashboard where you can begin creating your automation workflow.

Click on the blue button to create a new workflow. Name your workflow something descriptive, such as ‘Auto Save Employee Documents in Separate Google Drive Folder’. Once named, click on create to proceed. You will see two boxes representing the trigger and action, which are fundamental components of your workflow.

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2. Integrating JotForm with Pabbly Connect

The next step is to integrate JotForm, where your employees will submit their documents, with Pabbly Connect. Choose JotForm as your first application and select the trigger event as ‘New Response’. This allows you to capture the data submitted through the form.

• Open your form in JotForm and navigate to the settings tab.
• Go to the integration section and search for webhooks.
• Paste the webhook URL provided by Pabbly Connect in the appropriate field.

Once you complete the integration setup, test the submission to ensure data is captured correctly in Pabbly Connect. This is a crucial step to verify that your integration is functioning as expected.

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3. Saving Documents in Google Drive via Pabbly Connect

After successfully capturing the form data, the next task is to save these documents in Google Drive. For this, select Google Drive as your second application in Pabbly Connect and choose the action event ‘Create a Subfolder’. This action allows you to organize documents by creating a new folder for each employee.

Connect your Google Drive account by clicking on ‘Add New Connection’ and authorize access. After connecting, specify the folder name using the employee’s email ID to ensure uniqueness. This way, every employee’s documents will be stored in their designated folder.

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4. Handling Duplicate Folders with Pabbly Connect

To avoid creating duplicate folders for employees who have already submitted their documents, implement a check using Pabbly Connect. Before creating a new folder, add a step to search for existing folders in Google Drive. Choose the action event ‘Find a Folder’ and map the email ID to search for.

Based on the search result, you can set conditions using a router in Pabbly Connect. If the folder exists, proceed to upload the documents into the existing folder. If it does not exist, create a new folder and then upload the documents. This logic ensures that your Google Drive remains organized without unnecessary duplicates.

• Use the router feature in Pabbly Connect to define conditions.
• Set up actions based on whether the folder exists or not.

This method optimizes your document management process and saves time by automating the upload of employee documents.

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5. Finalizing the Automation with Pabbly Connect

Once all steps are configured, it’s time to finalize your automation in Pabbly Connect. Ensure that all action steps are correctly mapped and test the workflow by submitting a form. This allows you to verify that documents are being uploaded as intended.

After testing, you can monitor the Google Drive folder to confirm that documents are organized properly. Whenever an employee submits a form, the documents will be automatically saved in their designated folder without any manual intervention.

This complete automation saves time and reduces the likelihood of errors, making document collection more efficient. You can further enhance this process by integrating additional applications as needed.

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Conclusion

In this tutorial, we explored how to collect employee documents via form and automatically save them in Google Drive using Pabbly Connect. This step-by-step guide ensures a seamless integration process, enhancing your document management efficiency.

Learn how to integrate WooCommerce with Mailchimp using Pabbly Connect step by step. This tutorial covers all essential steps for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Accessing Pabbly Connect for WooCommerce and Mailchimp Integration

To begin integrating WooCommerce and Mailchimp, first, access Pabbly Connect by typing the URL Pabbly.com/connect into your browser. This platform will facilitate the connection between these two applications.

Once on the Pabbly Connect landing page, you will see options to either sign in or sign up for free. Existing users can simply sign in, while new users should click on the sign-up tab, which takes only a couple of minutes and provides 100 free tasks upon account creation.

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2. Creating Your Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow. For this tutorial, we will name it ‘Add WooCommerce Customers as Mailchimp Subscribers’.

• Click on ‘Create’ to proceed.
• Select ‘WooCommerce’ as your trigger application.
• Choose the trigger event as ‘Customer Created’.

Once you select the trigger event, a webhook URL will be generated, which serves as a bridge between WooCommerce and Mailchimp through Pabbly Connect.

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3. Setting Up the WooCommerce Webhook

To connect WooCommerce with Pabbly Connect, go to your WooCommerce account. Click on ‘Settings’ from the left sidebar, then navigate to the ‘Advanced’ tab and select ‘Webhooks’.

• Click on ‘Add Webhook’.
• Name your webhook (e.g., ‘Test Webhook’).
• Set the status to ‘Active’.
• Paste the webhook URL from Pabbly Connect as the delivery URL.
• Choose the API version as ‘V3’ and click ‘Save Webhook’.

This setup ensures that every new customer created in WooCommerce triggers the webhook, sending data to Pabbly Connect.

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4. Capturing the Webhook Response in Pabbly Connect

After saving the webhook in WooCommerce, return to Pabbly Connect to capture the webhook response. To do this, you need to perform a test submission by creating a new customer in WooCommerce.

Fill out the registration form with customer details such as first name, last name, email, and address. Once submitted, Pabbly Connect will capture this data, allowing you to see the webhook response that includes all relevant customer information.

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5. Integrating Mailchimp with Pabbly Connect

Now, with the captured data, you can set Mailchimp as the action application in Pabbly Connect. Select ‘Mailchimp’ and choose the action event as ‘Add New Member with Custom Fields’.

To establish this connection, you need your Mailchimp API key and data center. Retrieve your API key from the Mailchimp account by navigating to your profile, then ‘Extras’, and selecting ‘API keys’. Copy this key and paste it into Pabbly Connect along with your data center, which can be found in your Mailchimp URL.

After mapping the fields from WooCommerce to Mailchimp, such as email address, first name, and last name, click on ‘Save and Send Test Request’. This will confirm that the integration works correctly, and you can check your Mailchimp account to see the newly added subscriber.

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Conclusion

In this tutorial, we demonstrated how to seamlessly integrate WooCommerce with Mailchimp using Pabbly Connect. This process allows you to automate the addition of new customers as subscribers, enhancing your email marketing efforts. Follow these steps to set up your integration smoothly and efficiently.

Learn how to send WhatsApp messages automatically after a successful purchase of a LearnWorlds course using Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for Integration

To begin the process of sending a WhatsApp message on a successful purchase of a LearnWorlds course, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ into your browser. This will take you to the Pabbly Connect landing page.

If you are an existing user, click on the ‘Sign In’ button. For new users, you can click ‘Sign Up for Free’. Upon signing up, you will receive 100 free tasks to get started. Once logged in, you will find yourself on the All Applications page, where you can click on ‘Access Now’ to proceed.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will reach the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will prompt you to name your workflow. For this tutorial, name it ‘Send WhatsApp Message on Successful Purchase of LearnWorlds Course’. using Pabbly Connect

• Click on ‘Create’ to finalize your workflow name.
• You will then see options for ‘Trigger’ and ‘Action’.

In this workflow, your trigger application will be LearnWorlds, and the action application will be WhatsApp. This setup allows you to automate the process of sending a message whenever a course is purchased.

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3. Setting Up the Trigger in LearnWorlds

The next step involves setting up the trigger in LearnWorlds. Click on the trigger application and select ‘LearnWorlds’ as your trigger app. Choose the trigger event as ‘New Purchase’. This event initiates your workflow whenever a new course purchase occurs.

You will receive a webhook URL from Pabbly Connect. Copy this URL, as it will be used to connect LearnWorlds with Pabbly Connect. Log in to your LearnWorlds account, navigate to ‘Settings’, then ‘Developers’, and finally ‘Webhooks’. Here, you will activate the webhook for product purchases and paste the copied URL before saving.

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4. Sending WhatsApp Message via Pabbly Connect

Once the webhook is set up, return to Pabbly Connect to ensure the integration works. Click on ‘Recapture Webhook Response’ to test the connection. To do this, go back to your LearnWorlds account, access the course you want to test, and proceed to make a test purchase. Fill in the necessary details and complete the purchase.

• After the purchase, check Pabbly Connect for the received API response.
• This response will contain user details and course information.

Now, set the action application to WhatsApp Cloud API. Choose the action event as ‘Send Template Message’. Connect your WhatsApp account by providing the required token, phone number ID, and WhatsApp Business Account ID.

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5. Finalizing the WhatsApp Message Setup

After connecting to WhatsApp, you will need to enter the template name for the message you wish to send. This template is a pre-written message that can include variables for personalization. For example, you can create a template named ‘Course Purchase Successfully’. using Pabbly Connect

Map the required fields such as the mobile number (including country code without the plus sign), name of the user, and name of the course purchased. After mapping these fields, click on ‘Save and Send Test Request’ to send a test message. You should receive a confirmation message on WhatsApp, indicating that the integration is successful.

To verify real-time functionality, repeat the test purchase in an incognito window. This ensures that each new purchase triggers a WhatsApp message as intended.

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Conclusion

By following this detailed guide, you can successfully automate the process of sending WhatsApp messages after a successful purchase of a LearnWorlds course using Pabbly Connect. This integration enhances communication with customers and ensures they receive timely updates about their purchases.

Learn how to integrate SendGrid with Cognito Forms using Pabbly Connect. Step-by-step tutorial on adding subscribers automatically with every form submission. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for Integration

To start integrating SendGrid with Cognito Forms, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website at Pabbly.com/connect.

Once there, if you are an existing user, click on the ‘Sign In’ button. If you’re new, click ‘Sign Up for Free’ to create an account, which gives you 100 free tasks to start with. After signing in, you will be directed to the dashboard where you can create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Cognito Forms to SendGrid Integration’ to reflect its purpose. using Pabbly Connect

Next, you will see options for setting up a trigger and an action. For this integration, select Cognito Forms as the trigger application. The trigger event will be ‘New Entry’, which is activated every time a new submission is made on your Cognito Form.

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3. Setting Up Cognito Forms for Pabbly Connect

After selecting Cognito Forms as your trigger, you will receive a webhook URL from Pabbly Connect. Copy this URL as it will be used to connect Cognito Forms to Pabbly Connect.

Now, log into your Cognito Forms account. Open the form you want to integrate and navigate to the ‘Submission Settings’. Here, enable the ‘Post JSON Data’ option and paste the copied webhook URL into the designated field. Finally, click ‘Save’ to complete the setup.

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4. Testing the Integration with Pabbly Connect

Once your Cognito Forms setup is complete, return to Pabbly Connect. The platform will indicate that it is waiting for a webhook response, meaning it’s time to test the integration. using Pabbly Connect

To do this, go back to your Cognito form and publish it if you haven’t already. Copy the Pabbly URL of the form, open it in a new tab, and fill out the form with test data. Submit the form to generate a new entry. Pabbly Connect will now capture this submission as a webhook response.

• Open the Cognito Forms link in a new tab.
• Fill in the required fields such as name, email, etc.
• Click on the submit button.

Once the form is submitted, check back in Pabbly Connect to see if the webhook response has been received successfully, indicating that the integration is working correctly.

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5. Adding Subscribers to SendGrid

Now that Pabbly Connect has captured the submission, the next step is to set up SendGrid as the action application. Select SendGrid and choose the action event ‘Add or Update a Contact’. This action will create a new subscriber in SendGrid based on the data received from Cognito Forms. using Pabbly Connect

To connect Pabbly Connect with your SendGrid account, you will need an API key. Log into your SendGrid account, navigate to ‘Settings’, and then ‘API Keys’. Create a new API key with full access and copy it. Go back to Pabbly Connect, paste the API key, and click ‘Save’. Next, map the data fields from the Cognito Forms submission to the corresponding fields in SendGrid, ensuring that all necessary information is included.

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Conclusion

Integrating SendGrid with Cognito Forms using Pabbly Connect allows for seamless subscriber management. Each time a form is submitted, the subscriber is automatically added to SendGrid, streamlining your communication processes. Follow these steps to enhance your workflow efficiency.

Learn how to integrate LearnWorlds with WebinarKit using Pabbly Connect. Step-by-step tutorial on automating user registrations seamlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Accessing Pabbly Connect for Integration

To begin the integration process between LearnWorlds and WebinarKit, you need to access Pabbly Connect. Start by visiting the URL Pabbly.com/connect in your web browser.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up’ button to create your account. This process is quick and provides you with 100 free tasks upon registration. Existing users can simply click ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing in, click on the ‘Create Workflow’ button on the dashboard. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Integrate LearnWorlds with WebinarKit’ and click ‘Create’. This step sets up the foundation for your integration.

Now, you will need to select your trigger application. Choose LearnWorlds as your trigger application and select the trigger event as ‘User is Registered or Updated’. This event will initiate the workflow whenever a new user registers on LearnWorlds.

• Select LearnWorlds as the trigger application.
• Choose ‘User is Registered or Updated’ as the trigger event.
• Copy the webhook URL provided.

This webhook URL is crucial as it will connect LearnWorlds to Pabbly Connect. Make sure to save this URL for the next steps.

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3. Configuring LearnWorlds for Integration

Next, log into your LearnWorlds account and navigate to the ‘Settings’ section. From there, go to ‘Developers’ and then ‘Webhooks’. Here, you will need to activate the webhook by pasting the URL you copied from Pabbly Connect.

After pasting the URL, click ‘Save’. To ensure the integration is set up correctly, send dummy data from LearnWorlds. This will help you confirm that the webhook is functioning as expected.

• Navigate to ‘Settings’ in LearnWorlds.
• Go to ‘Developers’ and select ‘Webhooks’.
• Paste the webhook URL and click ‘Save’.

Once you’ve sent the dummy data, return to Pabbly Connect to capture the webhook response. This confirms that the integration is working correctly.

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4. Setting Up WebinarKit in Pabbly Connect

Now, it’s time to set up WebinarKit as the action application in your Pabbly Connect workflow. Select WebinarKit from the application list and choose ‘New Webinar Registration’ as the action event. This action will register the user in WebinarKit whenever a new user is created in LearnWorlds.

To connect WebinarKit with Pabbly Connect, you will need to enter your WebinarKit API key. Log into your WebinarKit account, navigate to ‘Settings’, and find the API access section to copy your private API key. Paste this key into Pabbly Connect and click ‘Save’.

Select WebinarKit as the action application. Choose ‘New Webinar Registration’ as the action event. Paste the API key from WebinarKit into Pabbly Connect.

This connection allows Pabbly Connect to manage registrations seamlessly between the two platforms.

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5. Mapping Data in Pabbly Connect

After establishing the connection, you will need to map the data fields from LearnWorlds to WebinarKit. This includes mapping the email address and user name to the appropriate fields in WebinarKit. Since the name may come in a single format, you can use the text formatter feature in Pabbly Connect to split the name into first and last names.

To do this, add a new action step in your workflow and select the text formatter. Choose ‘Split Text’ as the action event. Map the full name from LearnWorlds to this step, using a space as the separator. This will allow you to have first and last names separated for the registration process.

Add a new action step for text formatting. Choose ‘Split Text’ as the action event. Map the full name and set space as the separator.

Once the data is mapped, test the workflow to ensure that new registrations on LearnWorlds automatically create registrants in WebinarKit, confirming the successful integration through Pabbly Connect.

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Conclusion

In conclusion, integrating LearnWorlds with WebinarKit using Pabbly Connect streamlines the registration process, ensuring that every new user on LearnWorlds is automatically registered in WebinarKit. This automation saves time and enhances user experience, making it a valuable addition to your online course management.

Learn how to automate Zoho CRM with Pabbly Connect. Discover top integrations with WhatsApp, Facebook, SMS, Google Sheets, and more. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Integrating Zoho CRM with WhatsApp Cloud API through Pabbly Connect

The first automation involves integrating Pabbly Connect with Zoho CRM and WhatsApp Cloud API. This setup allows you to send WhatsApp messages automatically whenever a new lead is added to Zoho CRM. By using Pabbly Connect, you streamline your communication process, enhancing customer engagement.

To set up this integration, follow these steps:

• Access your Pabbly Connect dashboard.
• Create a new workflow and select Zoho CRM as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Connect your Zoho CRM account to Pabbly Connect.
• Set WhatsApp Cloud API as the action application and configure the message settings.

Once configured, every time you add a lead in Zoho CRM, a WhatsApp message will be sent automatically, ensuring timely communication with your leads.

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2. Automating Facebook Lead Ads to Zoho CRM with Pabbly Connect

This automation connects Facebook Lead Ads to Zoho CRM via Pabbly Connect. By doing this, you can automatically create new contacts in Zoho CRM whenever a lead is generated from your Facebook ads. This integration saves time and minimizes manual data entry.

To set up this integration, follow these steps:

• Open your Pabbly Connect account and create a new workflow.
• Select Facebook as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.
• Set Zoho CRM as the action application and configure the lead creation settings.

With this setup, any new lead from Facebook will be automatically added to your Zoho CRM, enhancing your lead management process.

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3. Integrating Zoho CRM with SMS via Pabbly Connect

This integration allows you to send SMS notifications to new contacts in Zoho CRM using Twilio. By leveraging Pabbly Connect, you can automate SMS delivery, ensuring your contacts receive timely updates.

To set up this integration, follow these steps:

Log into Pabbly Connect and create a new workflow. Select Zoho CRM as the trigger application. Choose ‘New Contact’ as the trigger event. Connect your Zoho CRM account to Pabbly Connect. Set Twilio as the action application and configure the SMS settings.

Once this integration is set up, any new contact in Zoho CRM will automatically receive an SMS, improving communication and engagement.

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4. Automating Elementor Forms to Zoho CRM with Pabbly Connect

This automation connects Elementor forms on your WordPress site to Zoho CRM. By using Pabbly Connect, you can automatically create leads in Zoho CRM whenever a form is submitted, streamlining your lead generation process.

To set up this integration, follow these steps:

Access your Pabbly Connect dashboard and create a new workflow. Select Elementor as the trigger application. Choose ‘New Form Submission’ as the trigger event. Connect your Elementor account to Pabbly Connect. Set Zoho CRM as the action application and configure the lead creation settings.

After setting up this integration, every form submission on your Elementor forms will create a new lead in Zoho CRM automatically, saving you time and effort.

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5. Integrating Google Sheets with Zoho CRM through Pabbly Connect

This integration allows you to create leads in Zoho CRM directly from your Google Sheets. Using Pabbly Connect, you can streamline your data entry process, ensuring that your leads are captured efficiently.

To set up this integration, follow these steps:

Open Pabbly Connect and create a new workflow. Select Google Sheets as the trigger application. Choose ‘New Row’ as the trigger event. Connect your Google Sheets account to Pabbly Connect. Set Zoho CRM as the action application and configure the lead creation settings.

With this setup, any new row added in Google Sheets will automatically create a lead in Zoho CRM, enhancing your lead management capabilities.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate various processes within Zoho CRM, including integrations with WhatsApp, Facebook, SMS, Elementor Forms, and Google Sheets. Each integration streamlines your workflow, saving time and enhancing customer engagement.

Learn how to automate the process of receiving a weekly summary of accepted Quotient quotes using Pabbly Connect, Google Sheets, and Gmail. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Setting Up Pabbly Connect for Weekly Summary

To get a weekly summary of accepted Quotient quotes, you will first need to set up Pabbly Connect. Start by visiting the Pabbly Connect homepage and creating a free account. After signing in, you will be directed to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Weekly Quotation Summary’. This setup is crucial as it will allow you to automate the process of receiving summaries directly to your email.

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2. Connecting Quotient as the Trigger Application in Pabbly Connect

In this step, you will connect the Quotient application to Pabbly Connect. Since the acceptance of a quotation is the trigger event, select Quotient as your trigger application. Choose the ‘Configure Webhook’ option to generate a webhook URL. using Pabbly Connect

• Select Quotient as the trigger application.
• Choose ‘Configure Webhook’ as the trigger event.
• Copy the generated webhook URL for use in Quotient.

After capturing the webhook URL, integrate it into your Quotient application to establish the connection. You will then need to manually accept a quotation to capture the response, which will contain all relevant details like customer name and quotation title.

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3. Adding Google Sheets as an Action Step in Pabbly Connect

Next, you will add Google Sheets as an action step in your Pabbly Connect workflow. This is where all accepted quotations will be logged. Click the plus icon to add a new action step and select Google Sheets from the list. using Pabbly Connect

Choose the action event as ‘Add New Row’. You will need to select the specific Google Sheet where you want to log the data. Map the data from the previous trigger step, including customer details and quotation specifics, to the corresponding fields in Google Sheets.

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4. Scheduling the Weekly Summary Email via Gmail

Now, you will set up another workflow to send a weekly summary email. Use the scheduler feature in Pabbly Connect to trigger this workflow every Monday at a specified time. This workflow will fetch data from Google Sheets for the past week.

• Select the scheduler trigger to run every Monday.
• Use DateTime Formatter to modify the current date to get data for the last seven days.
• Connect Gmail as the action application to send emails.

Map the email content, including the number of accepted quotations, and set the recipient’s email address. This ensures that every week, an automated summary is sent out without requiring any manual intervention.

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5. Testing and Verifying Your Pabbly Connect Workflow

After setting up your workflows, it’s essential to test them to ensure they function correctly. Use the ‘Save and Send Test Request’ feature in Pabbly Connect to send a test email to verify that everything is working as expected.

Check your email inbox for the test email to confirm that the summary of accepted Quotient quotes has been sent successfully. If everything looks good, your automation is now ready to run and will operate in the background, sending you weekly summaries automatically.

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Conclusion

By using Pabbly Connect, you can easily automate the process of receiving weekly summaries of accepted Quotient quotes. This integration not only saves time but also ensures that you stay updated on your business performance effortlessly.

Learn how to automate Google Forms submissions to Bookafy as customers using Pabbly Connect. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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1. Accessing Pabbly Connect for Integration

To start integrating Google Forms submissions with Bookafy, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website by typing the URL Pabbly.com/connect in your browser.

Once there, you will see options to sign in or sign up for free. If you are a new user, you can sign up and receive 100 free tasks. For existing users, simply click on the sign-in button to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will reach the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button on the right side. A dialog box will appear asking you to name your workflow.

For this integration, name your workflow something like ‘Add Google Form Submissions to Bookafy as Customer’. Once you have named your workflow, click on the ‘Create’ button to proceed. This will take you to the workflow setup page where you can define the trigger and action.

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3. Configuring the Trigger for Google Forms

In the workflow setup, your trigger application will be Google Forms. Click on it and select the trigger event as ‘New Response Received’. This indicates that every time a new response is submitted in Google Forms, it will trigger the workflow in Pabbly Connect.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will act as a bridge between Google Forms and Pabbly Connect. Next, go to your Google Forms account and ensure that you have created a form with the necessary fields such as first name, last name, email address, phone number, and location.

• Ensure the last question (location) is set as required.
• Responses should be collected in Google Sheets.

After setting up your Google Form, create a new Google Sheet to collect the responses. This sheet will automatically generate columns for each form field along with a timestamp for each submission.

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4. Setting Up Google Sheets with Pabbly Connect

Once your Google Sheet is ready, you need to connect it with Pabbly Connect. Go to the Google Sheet, click on ‘Extensions’, then select ‘Add-ons’ and click on ‘Get add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if it’s not already installed.

After installation, return to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and then click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which is typically the last column where data is entered.

• Paste the webhook URL in the designated field.
• Set the trigger column to the last data column (e.g., Column F).

After submitting the setup, you will see a confirmation that the setup was successful. Then, go back to the ‘Pabbly Connect Webhooks’ and select ‘Send on Event’ to ensure that every new response triggers the webhook.

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5. Creating a Customer in Bookafy

Now that your Google Forms and Google Sheets are connected through Pabbly Connect, it’s time to set up the action application, which is Bookafy. Select Bookafy and choose the action event as ‘Create Customer’.

You will need to connect Pabbly Connect with your Bookafy account. Click on ‘Add New Connection’ and provide your API key and booking page URL from your Bookafy account settings. After entering these details, click on ‘Save’ to establish the connection.

Copy your API key from the Bookafy integrations settings. Enter the booking page URL to complete the connection.

Once connected, map the fields from the Google Form responses to the corresponding fields in Bookafy. For example, map first name, last name, and email address. Finally, click on ‘Save and Send Test Request’ to create a customer in Bookafy. You can verify this by refreshing your Bookafy customer list to see the newly created customer.

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Conclusion

In this tutorial, we demonstrated how to integrate Google Forms submissions with Bookafy using Pabbly Connect. By following these steps, you can automate the process of adding new customers from your Google Forms directly into Bookafy, enhancing your workflow efficiency.

Utilizing Pabbly Connect simplifies this integration and allows you to focus on your business while automating routine tasks. Start integrating today to streamline your customer management process!

Learn how to integrate Google Forms with WhatsApp using Pabbly Connect in this detailed tutorial. Step-by-step guide to automate your workflow! 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. Access Pabbly Connect for Integration

To start integrating Google Forms with WhatsApp, you first need to access Pabbly Connect. Type the URL Pabbly.com/connect into your browser. This will take you to the Pabbly Connect landing page.

Once on the page, you will see options to sign in or sign up for free. If you already have an account, click on the ‘Sign In’ button. After signing in, navigate to the ‘All Applications’ page and click on ‘Access Now’ under the Pabbly Connect section to reach the dashboard.

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2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, locate the ‘Create Workflow’ tab on the right-hand side. Click on it, and a dialog box will appear asking you to name your workflow. For this integration, name it ‘Integrate Google Forms and WhatsApp’ and click on ‘Create’. using Pabbly Connect

Upon creating the workflow, you will see two important sections: Trigger and Action. Here, your trigger application will be Google Forms. Click on it and select the trigger event as ‘New Response Received’. This event will initiate the workflow every time a new form submission occurs.

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3. Set Up Google Forms for Pabbly Connect

After selecting your trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Google Forms and Pabbly Connect. To set up this connection, open your Google Forms and create a new form with the necessary fields like first name, last name, email address, and phone number.

Make sure to set the last question as required. Once your form is ready, go to the ‘Responses’ tab and click on the spreadsheet icon to select the response destination. Choose to create a new spreadsheet, which will be linked to your Google Form.

• Open Google Forms and create your form.
• Set the last question as required.
• Link the form to a new Google Sheets spreadsheet.

After creating the spreadsheet, go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to search for ‘Pabbly Connect Webhooks’ and install it. Once installed, go back to ‘Extensions’ > ‘Pabbly Connect’ > ‘Initial Setup’. Paste the webhook URL from Pabbly Connect into the appropriate field and set the trigger column to the last data column (e.g., F).

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4. Integrate WhatsApp Using Pabbly Connect

Now that your Google Forms is set up, go back to Pabbly Connect and click on ‘Send On Event’ from the Extensions menu. This action will allow you to send a test submission to trigger the workflow. Fill out your Google Form with test data to initiate the webhook response.

Once you submit the form, you will see the response recorded in Pabbly Connect. Next, select WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message’ and click on connect. You will need to enter your WhatsApp Cloud API credentials, including the token, phone number ID, and WhatsApp Business Account ID.

• Select WhatsApp Cloud API as the action application.
• Choose the action event ‘Send Template Message’.
• Enter your WhatsApp API credentials.

Make sure to create a permanent access token to avoid expiration issues. After entering the credentials, click on ‘Save’ to establish the connection.

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5. Complete the Integration and Test

With the WhatsApp integration set up, you will now need to create a message template that will be sent to users upon form submission. This template can include dynamic fields like the user’s name and company name, which will be filled automatically.

Once your template is ready, go back to Pabbly Connect and select the template from the dropdown. Map the recipient’s mobile number and other required fields from the Google Form data. Ensure that the mobile number is written without the plus sign but includes the country code.

Finally, click on ‘Save and Send Test Request’ to verify that the integration works. You should receive a WhatsApp message confirming the successful integration. This entire process demonstrates how Pabbly Connect seamlessly connects Google Forms with WhatsApp, automating your communication workflow.

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Conclusion

In this tutorial, we explored how to integrate Google Forms with WhatsApp using Pabbly Connect. By following these detailed steps, you can automate your messaging process and enhance user engagement effectively. Start using Pabbly Connect today to streamline your workflows!