Author: Nitin Maheshwari

Learn how to automate WhatsApp order confirmations for custom printed products using Pabbly Connect in this detailed tutorial. Follow the exact steps to set up your integration.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Order Confirmation

To start integrating WhatsApp order confirmations for custom printed products, you first need to access Pabbly Connect. Visit the Pabbly website and sign in to your account. If you don’t have an account, you can create one for free.

Once logged in, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something descriptive, like ‘JotForm to WhatsApp’, and click ‘Create’. This will set the stage for the automation process that follows.

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2. Setting the Trigger with JotForm in Pabbly Connect

The next step involves setting up the trigger application in Pabbly Connect. For this integration, select ‘JotForm’ as the trigger application. Choose the trigger event as ‘New Response’. This event will activate every time a new order is received through your JotForm.

Pabbly Connect will generate a webhook URL. Copy this URL, as it will be used in JotForm to connect the two applications. Go to your JotForm account, edit your order form, and navigate to the ‘Settings’ tab. From there, select ‘Integrations’ and search for ‘Webhooks’.

• Remove any existing webhook integration.
• Paste the copied webhook URL into the Webhook field.
• Complete the integration setup in JotForm.

After integrating, return to Pabbly Connect and check if it is waiting for a webhook response. To test this, fill out the JotForm with dummy order details and submit it. This confirms that the integration is working properly.

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3. Configuring WhatsApp Cloud API in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step using the WhatsApp Cloud API in Pabbly Connect. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event. This allows you to send automated messages to customers once their order is confirmed.

To connect WhatsApp Cloud API, you will need to provide several keys. Go to the developers’ page in your WhatsApp account and locate the temporary access token. Copy this token and paste it into Pabbly Connect. You will also need to gather the phone number ID and WhatsApp Business Account ID from the same page.

• Copy the temporary access token and paste it into Pabbly Connect.
• Paste the phone number ID and WhatsApp Business Account ID.
• Save the connection to proceed.

After saving the connection, select the template name you created for order confirmations. This template will be used to send customized messages to customers confirming their orders.

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4. Mapping Fields for the WhatsApp Message

In this step, you will map the fields from the JotForm submission to the WhatsApp message template in Pabbly Connect. For example, the first body field in your template might be the customer’s name. You will need to map this to the corresponding field in the JotForm response.

Continue mapping the necessary fields such as the product name, delivery date, and any other relevant details. Ensure that each field is accurately linked to the correct data from the JotForm submission. This will ensure that the customer receives a personalized order confirmation message.

Map the customer’s name to the appropriate field in the template. Link the product name and delivery date fields as required. Double-check all mappings for accuracy before saving.

Once all fields are mapped correctly, save the configuration and send a test request. This will allow you to verify that the WhatsApp message is sent successfully with the correct details.

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5. Sending Order Notifications to the Business Owner

After successfully configuring the customer notifications, you will need to set up a second WhatsApp message to notify the business owner of the new order. In Pabbly Connect, click the plus button to add another action step, selecting ‘WhatsApp Cloud API’ again.

Choose ‘Send Template Message’ as the action event and utilize the existing connection to WhatsApp. For this template, you will create a message that informs the business owner about the new order details, including the product name and customer information.

Map the recipient’s mobile number, ensuring it includes the country code. Link the product name, quantity, and customer details in the message. Save and send a test request to confirm successful delivery.

After completing this setup, both the customer and the business owner will receive their respective WhatsApp messages whenever a new order is placed. This automation not only saves time but also enhances communication efficiency.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp order confirmations for custom printed products. By integrating JotForm and WhatsApp Cloud API, you can streamline your order processing and enhance customer communication efficiently. Start using Pabbly Connect today to simplify your business operations.

Learn how to automate invoice creation in QuickBooks Online from Instamojo payments using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Overview of Pabbly Connect for Invoice Automation

In this section, we will discuss how Pabbly Connect serves as the central automation platform for creating invoices in QuickBooks Online from Instamojo payments. This integration eliminates the need for manual invoice creation, streamlining the process significantly.

By utilizing Pabbly Connect, users can automate the workflow between their Instamojo and QuickBooks accounts. This means that every time a payment is received through Instamojo, an invoice gets automatically generated in QuickBooks, saving time and reducing errors.

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2. Setting Up Pabbly Connect for Integration

To start using Pabbly Connect, visit the Pabbly website and navigate to the Pabbly Connect section. If you are a new user, you can sign up for a free account. Existing users can simply log in to access their dashboard.

Once logged in, follow these steps to set up your workflow:

• Click on the ‘+’ icon to create a new workflow.
• Name your workflow (e.g., ‘Instamojo to QuickBooks Integration’).
• Select Instamojo as the trigger application and choose ‘New Sale’ as the trigger event.

After setting the trigger, you will receive a webhook URL. This URL is crucial for connecting your Instamojo account with Pabbly Connect.

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3. Configuring the Instamojo Webhook

After obtaining the webhook URL from Pabbly Connect, you need to configure it in your Instamojo account. Navigate to the Smart Pages section in Instamojo and select the page you want to edit.

Follow these steps to add the webhook:

• Click on the three dots next to your page and select ‘Edit Page’.
• In the page settings, find the option to add a webhook.
• Paste the copied webhook URL from Pabbly Connect and save the changes.

This configuration allows Pabbly Connect to capture payment details whenever a new sale occurs on your Instamojo Smart Page.

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4. Testing the Integration with a Payment

To ensure that the integration works correctly, you need to perform a test payment on your Instamojo Smart Page. Select a product and complete the payment process as a customer would.

After making the payment, return to Pabbly Connect to check for the webhook response. You should see all relevant details, such as the buyer’s name, email, and payment amount captured in the response section.

Next, you will need to check if the customer already exists in your QuickBooks account. Set up an action step in Pabbly Connect to find the customer in QuickBooks using their email address from the webhook response.

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5. Creating Invoices in QuickBooks Online

If the customer exists, you can proceed to create an invoice directly. Use the ‘Create Invoice’ action in Pabbly Connect and map the required fields like customer ID, product details, and payment amount.

If the customer does not exist, you can set up Pabbly Connect to create a new customer entry before generating the invoice. This ensures that all customers are accounted for in your QuickBooks account.

Here’s how to create an invoice:

Select ‘QuickBooks Online’ as the action application. Choose ‘Create Invoice’ as the action event. Map all necessary fields from the webhook response to the invoice fields.

Once the invoice is successfully created, you can verify it in your QuickBooks account to ensure that the integration via Pabbly Connect is working perfectly.

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Conclusion

By utilizing Pabbly Connect, you can automate the creation of invoices in QuickBooks Online from payments received through Instamojo. This integration not only saves time but also reduces manual errors, ensuring a seamless workflow for your business.

With just a few steps, you can set up this powerful automation and enhance your operational efficiency. Start using Pabbly Connect today to streamline your invoicing process!

Learn how to automatically reply to reviews on Google My Business for schools and colleges using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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1. Introduction to Pabbly Connect for Automating Replies

Pabbly Connect is an automation tool that allows you to automatically reply to reviews on Google My Business for educational institutions like schools, colleges, and universities. This tutorial will guide you through the setup process to ensure timely responses to reviews without manual effort. using Pabbly Connect

To start using Pabbly Connect, navigate to the Pabbly website and access the Pabbly Connect product. This platform simplifies the integration of various applications, enabling you to automate workflows efficiently.

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2. Setting Up Pabbly Connect for Google My Business

Begin by visiting the Pabbly Connect page. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in to access their dashboard. Once logged in, you will create a workflow for automatically replying to reviews. using Pabbly Connect

• Click on the ‘+’ icon to create a new workflow.
• Name your workflow, for example, ‘Automatically Send Reply to Google My Business Review’.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see a trigger window and an action window. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, we will set Google My Business as the trigger application to capture new reviews.

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3. Integrating Google My Business with Pabbly Connect

In the trigger window, select ‘Google My Business’ as the application and choose ‘New Review’ as the trigger event. Click on the ‘Connect’ button to establish a connection. You will need to authorize Pabbly Connect to access your Google My Business account, which allows it to capture review data. using Pabbly Connect

• Select your Google account when prompted.
• Allow the necessary permissions for Pabbly Connect.
• Choose the business location for which you want to capture reviews.

Once the connection is successful, you can test the integration by posting a new review on your Google My Business account. This will allow Pabbly Connect to capture the review data, which includes the reviewer’s name and comments.

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4. Creating Automatic Replies Using Pabbly Connect

After capturing the review data, the next step is to set up the action to reply to the reviews. In the action window, select ‘Google My Business’ again and choose ‘Create Reply’ as the action event. Reconnect using the same Google My Business account. using Pabbly Connect

In this section, you will map the data from the trigger to the action. For instance, map the review name and the reply text you want to send. A sample reply could be: ‘Dear [Reviewer Name], thank you for your feedback! We appreciate your input and hope to serve you better in the future.’ This personalization enhances customer engagement.

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5. Testing and Activating Your Pabbly Connect Workflow

Once you have set up the reply action, click on ‘Save and Send Test Request’ to verify that the reply is sent correctly. Check your Google My Business account to see if the reply appears under the respective review. using Pabbly Connect

Activate your workflow to ensure that Pabbly Connect continuously checks for new reviews and sends replies automatically every 10 minutes. This automation saves time and ensures that you never miss responding to a review.

With Pabbly Connect, you can efficiently manage reviews and maintain a positive online presence for your educational institution. This setup allows you to focus on delivering quality education while Pabbly Connect handles your review responses.

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Conclusion

In conclusion, using Pabbly Connect to automatically reply to reviews on Google My Business is a game changer for schools, colleges, and universities. By following the steps outlined above, you can streamline your review management process, ensuring timely and personalized responses to your audience.

Start leveraging Pabbly Connect today to enhance your institution’s reputation and engage effectively with your community.

Learn how to effectively promote your Packers & Movers business on WhatsApp using Facebook Ads and Pabbly Connect 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 for Your Business

To promote your Packers & Movers business effectively, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account. This process is straightforward and takes just a few minutes.

Once logged in, you will arrive at the Pabbly Connect dashboard. From here, you can create a new workflow that will help automate your lead nurturing process. This integration will connect your Facebook Lead Ads with WhatsApp Cloud API through Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Facebook Lead Ads to WhatsApp’. This will help you identify the workflow later. using Pabbly Connect

After naming your workflow, you will see two main sections: the Trigger window and the Action window. The trigger signifies the event that starts the automation, while the action defines what happens next. In this case, the trigger will be a new lead from your Facebook ads.

• Select ‘Facebook Lead Ads’ as your trigger app.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

After setting up the trigger, you’ll need to map your Facebook page and lead generation form. This ensures that Pabbly Connect can access the necessary data for your leads.

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3. Generating a Test Lead for Integration

To test the integration, you’ll need to generate a test lead using the Facebook Lead Ads testing tool. This step is crucial as it allows Pabbly Connect to receive a sample lead’s data. using Pabbly Connect

Once you create a test lead, return to your Pabbly Connect workflow. Here, you should see the details of the test lead captured. This confirms that Pabbly Connect is successfully receiving data from your Facebook Lead Ads.

• Access the Facebook Lead Ads Testing Tool.
• Select the correct Facebook page and lead form.
• Submit the test lead.

After submitting the test lead, you should see the corresponding lead details reflected in Pabbly Connect. This is a vital step in ensuring that your automation is set up correctly.

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4. Sending WhatsApp Messages Using Pabbly Connect

With your test lead successfully generated, the next step is to send a WhatsApp message to that lead. In the action window of your workflow, select ‘WhatsApp Cloud API’ as the app.

Choose the action event as ‘Send Template Message’. You will then connect your WhatsApp Cloud API account to Pabbly Connect. Ensure you have the necessary credentials, such as your token and phone number ID, ready for this step.

Select the template message you want to send. Map the recipient’s mobile number from the lead data. Add dynamic fields to personalize the message.

After completing these steps, you can test the action to ensure that the WhatsApp message sends correctly to the test lead’s number. This shows that the integration through Pabbly Connect is functioning properly.

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5. Finalizing Your Integration and Testing

After setting up your WhatsApp message action, it’s time to finalize your integration. Review all mapped fields to ensure accuracy, especially the recipient’s mobile number and the message template.

Once everything is confirmed, you can activate your workflow. This will allow Pabbly Connect to continuously monitor your Facebook Lead Ads and send WhatsApp messages automatically whenever a new lead is generated.

To ensure everything works as expected, generate a few more test leads and check if the WhatsApp messages are sent correctly. This will help you confirm that your Packers & Movers business can effectively nurture leads through WhatsApp using Pabbly Connect.

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Conclusion

In conclusion, using Pabbly Connect to integrate your Facebook Lead Ads with WhatsApp Cloud API can greatly enhance your Packers & Movers business’s lead nurturing process. By automating the sending of WhatsApp messages, you can save time and improve your customer engagement.

Implementing this integration allows you to focus on growing your business while ensuring that potential leads receive timely information and support. Start using Pabbly Connect today to streamline your marketing efforts!

Learn how to set up WhatsApp notifications for Jotform submissions using Pabbly Connect. Follow our step-by-step guide to automate your workflow. 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 for WhatsApp Notifications

To set up WhatsApp notifications for Jotform submissions, you will first need to access Pabbly Connect. Start by navigating to your browser and entering Pabbly.com/connect. You can sign up for a free account or log in if you already have one.

Once logged in, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Jotform to WhatsApp Notification’. After naming, click on the ‘Create’ button to proceed. This will take you to the workflow setup page where you can configure the integration.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for the workflow in Pabbly Connect. In the trigger section, select ‘Jotform’ as the app. For the trigger event, choose ‘New Response’ from the dropdown menu. This event will activate whenever a new form submission occurs.

• Select Jotform from the app list.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, head over to your Jotform account. Open the form you want to integrate and click on ‘Settings’. In the left sidebar, select ‘Integrations’ and search for ‘Webhooks’. Paste the copied webhook URL into the designated field and click on ‘Complete Integration’ to finalize the connection.

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3. Testing Jotform Submission

After successfully integrating Jotform with Pabbly Connect, it’s essential to test the setup. Open the form in preview mode and fill in the details with dummy data. For example, enter a name, email, class, and a mobile number, then click on the ‘Submit’ button.

Once the form is submitted, return to the Pabbly Connect dashboard. Here, you should see the captured response data from the form submission. This verifies that the connection between Jotform and Pabbly Connect is functioning correctly.

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4. Setting Up WhatsApp Notifications with Pabbly Connect

Now that the trigger is set, the next step is to configure the action to send WhatsApp notifications. In the action window of Pabbly Connect, select ‘WhatsApp Cloud API’ as the app. Choose ‘Send Template Message’ as the action event.

• Connect your WhatsApp Cloud API account.
• Enter the required details: token, phone number ID, and WhatsApp business account ID.
• Select the template you want to use for the message.

Make sure to map the fields from the Jotform submission to the WhatsApp message template. For instance, include dynamic fields for the user’s name, email, and mobile number. Once everything is set up, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent correctly.

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5. Final Testing and Verification

To ensure that everything is functioning as intended, conduct a final test by submitting the Jotform again. Check your WhatsApp for the notification. You should receive a message with the details of the form submission, confirming that the integration is successful.

With Pabbly Connect, you can automate notifications for any number of submissions, allowing for efficient lead management. This seamless integration between Jotform and WhatsApp ensures you never miss a lead.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp notifications for Jotform submissions. By following these steps, you can streamline your lead management process and ensure timely notifications for every submission.

Learn how to automate WhatsApp notifications for WooCommerce orders and add details to Google Sheets using Pabbly Connect. Follow this step-by-step guide! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for WooCommerce Automation

To start sending WhatsApp notifications for WooCommerce orders, you first need to access Pabbly Connect. This platform allows seamless integration between WooCommerce, WhatsApp, and Google Sheets.

Begin by visiting the Pabbly Connect website. If you don’t have an account, sign up for free. Once logged 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

After accessing your Pabbly Connect dashboard, click on ‘Create Workflow’ to initiate the automation process. Name your workflow something descriptive, like ‘WooCommerce to WhatsApp to Google Sheets’. This helps in identifying the workflow later. using Pabbly Connect

Now, you will see a trigger window and an action window. The trigger window is where you specify what event will initiate the workflow. In this case, select WooCommerce as your app and choose ‘New Order Created’ as the trigger event. This means every time a new order is placed, the workflow will be activated.

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

Once you have copied the webhook URL, you will need to set it up in your WooCommerce settings to establish the connection.

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3. Setting Up Webhooks in WooCommerce

To connect WooCommerce with Pabbly Connect, navigate to your WordPress dashboard. Hover over the WooCommerce tab and click on ‘Settings’. From there, go to the ‘Advanced’ tab and select ‘Webhooks’. This is where you will add the webhook URL you copied earlier.

Click on ‘Add Webhook’. Here, you will fill in the details: name it ‘Pabbly Connect’, set the status to active, and select ‘Order Created’ as the topic. Paste the webhook URL from Pabbly Connect into the delivery URL field. This allows WooCommerce to send data to Pabbly Connect whenever a new order is created.

• Name your webhook as ‘Pabbly Connect’.
• Set the status to active.
• Select ‘Order Created’ as the topic.
• Paste the webhook URL into the delivery URL field.

After saving the webhook, go back to Pabbly Connect and click ‘Recapture Webhook Response’ to test the connection.

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4. Sending WhatsApp Notifications via Pabbly Connect

In the next step, you will send a WhatsApp message to the customer who placed the order. In the action window of your Pabbly Connect workflow, choose ‘WhatsApp Cloud API’ as the app. Select ‘Send Template Message’ as the action event. using Pabbly Connect

Connect your WhatsApp Cloud API account to Pabbly Connect by entering the required details such as token, phone number ID, and WhatsApp Business Account ID. Make sure you have created a message template in your WhatsApp Cloud API account for sending order confirmations.

Select ‘WhatsApp Cloud API’ from the app list. Choose ‘Send Template Message’ as the action event. Map the customer’s phone number and order details into the template message fields.

After mapping the necessary fields, click ‘Save and Send Test Request’ to send a test message to the customer’s WhatsApp number. This confirms that the integration is working as intended.

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5. Adding Order Details to Google Sheets via Pabbly Connect

Finally, to maintain a record of the orders, you will add the details to Google Sheets. In the action window, select ‘Google Sheets’ as the app and ‘Add New Row’ as the action event.

Connect your Google Sheets account to Pabbly Connect and select the spreadsheet where you want to store the order details. Map the order ID, customer name, email, phone number, and product name to the corresponding columns in your Google Sheet.

Choose ‘Google Sheets’ as the app. Select ‘Add New Row’ as the action event. Map the order details to the respective columns in the Google Sheet.

Once you have mapped all the necessary details, click ‘Save and Send Test Request’. This will add a new row with the order details to your Google Sheet, completing the automation process.

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Conclusion

Using Pabbly Connect, you can effortlessly send WhatsApp notifications for WooCommerce orders and maintain records in Google Sheets. This automation saves time and enhances customer communication, making it a valuable tool for any eCommerce business.

Learn how to automate sharing your real estate brochure PDF with Facebook leads on WhatsApp using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

Pabbly Connect is the central platform that allows you to automate sending your real estate brochure PDF to Facebook leads via WhatsApp. To get started, access the Pabbly Connect dashboard. You can do this by visiting Pabbly Connect and signing up for a free account, which gives you 100 free automation tasks each month.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Real Estate Property Brochure on WhatsApp’, and click on ‘Create’. This sets the stage for integrating Facebook with WhatsApp through Pabbly Connect.

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2. Setting Up Facebook Lead Ads Trigger

In this step, you will set up the trigger that will initiate the automation. Select ‘Facebook Lead Ads’ as the trigger application within Pabbly Connect. This trigger checks for new leads every 10 minutes.

• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account and select the page where your lead ad is running.
• After saving the connection, test it to ensure it captures lead data.

This process ensures that every time a lead submits their information via Facebook, the workflow is activated, allowing Pabbly Connect to handle the next steps seamlessly.

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3. Generating a Test Lead

After setting up the trigger, you need to generate a test lead to ensure the integration works correctly. Use the Facebook Lead Ads testing tool to submit dummy lead information.

Fill in the fields with a name, email, and WhatsApp number, then submit the form. Once submitted, check back in Pabbly Connect to see if the lead data has been captured successfully. You should see the lead’s details, including the name and WhatsApp number, confirming that the trigger is functioning properly.

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4. Connecting to WhatsApp Cloud API

Next, you will connect to the WhatsApp Cloud API through Pabbly Connect. This is crucial as it allows you to send messages to the leads captured from Facebook. Select ‘WhatsApp Cloud API’ as the action application.

• Choose the action event as ‘Send Template Message’.
• Connect your WhatsApp Cloud API account by entering your permanent access token, phone number ID, and business account ID.
• Map the WhatsApp number from the previous step to send the message.

This connection is essential for automating the message delivery process through Pabbly Connect, ensuring that your leads receive their brochures promptly.

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5. Sending the Brochure via WhatsApp

Now that you have connected to the WhatsApp Cloud API, it’s time to send the brochure. You will need to create a message template in your WhatsApp Cloud API setup that includes dynamic fields for personalization.

In the message template, specify the header document URL for the brochure PDF, and fill in the body fields with the recipient’s name, your business name, and your website address. Once everything is set, test the connection by sending a WhatsApp message to the dummy lead.

After clicking ‘Save and Send Test Request’, check your WhatsApp to confirm that the message has been received with the attached brochure. This finalizes the automation process using Pabbly Connect, allowing you to send brochures to all future leads automatically.

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Conclusion

By following this detailed tutorial, you can effectively use Pabbly Connect to automate sending your real estate brochure PDF to Facebook leads via WhatsApp. This integration streamlines your marketing efforts and enhances communication with potential clients.

Learn how to integrate PipeDrive CRM with DocuSign using Pabbly Connect for automated agreement sending. Step-by-step tutorial 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. Accessing Pabbly Connect for Integration

To start integrating PipeDrive CRM with DocuSign, first access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Begin by navigating to the Pabbly website and selecting the Pabbly Connect option.

For first-time users, click on ‘Sign Up for Free’ to create an account. If you already have an account, simply log in. Once logged in, click on the plus sign to create a new workflow. Name your workflow as ‘PipeDrive to DocuSign Integration’ and click on create.

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2. Setting Up the Trigger in Pabbly Connect

After naming your workflow, it’s time to set up the trigger. Select PipeDrive as the application and choose the trigger event as ‘New Deal’. This allows Pabbly Connect to initiate actions when a new deal is created in your PipeDrive account. using Pabbly Connect

• Select PipeDrive as your application.
• Choose ‘New Deal’ as the trigger event.
• Click on connect and add a new connection.

To connect, you will need your PipeDrive API token. Log in to PipeDrive, go to settings, and find your API token under personal preferences. Copy this token and paste it into Pabbly Connect. After that, enter your company domain, which is the part of your PipeDrive URL before ‘.pipedrive.com’. Click on save and send test request to ensure the connection is successful.

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3. Creating a New Deal in PipeDrive

With the trigger set up, you now need to create a new deal in your PipeDrive account to test the integration. Go to the deals section and click on the plus sign to add a new deal. Fill in the required details such as contact name, organization, and deal value. using Pabbly Connect

• Input the contact person’s name.
• Specify the organization name and deal title.
• Enter the deal value and select the pipeline.

Once all details are entered, click on save. This action will trigger Pabbly Connect to capture the deal information, which will be used to send the DocuSign agreement to the concerned person.

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4. Configuring DocuSign to Send Agreements

Now that the deal information is captured, it’s time to set up DocuSign in Pabbly Connect. For the action step, select DocuSign and choose the action event as ‘Create Signature Request with Template’. Connect your DocuSign account to Pabbly Connect. using Pabbly Connect

Once connected, select the template you want to use for the agreement. Enter the email subject and message to be sent along with the agreement. Map the recipient’s name and email address from the captured deal details in PipeDrive.

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5. Testing the Integration

After configuring the DocuSign settings, it’s essential to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. If the setup is correct, you will receive a confirmation that the document has been sent.

Check the recipient’s email to verify that the DocuSign agreement was sent successfully. You should see the email containing the partnership agreement along with your drafted message. This confirms that the integration between PipeDrive and DocuSign via Pabbly Connect is functioning as intended.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of sending DocuSign agreements whenever a new deal is created in PipeDrive CRM. By following these steps, you can streamline your workflow and enhance efficiency.

Learn how to automate WhatsApp marketing for your astrology business using Pabbly Connect. Step-by-step guide to integrate Facebook and WhatsApp Cloud API. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Your Astrology Business

To begin using Pabbly Connect for marketing your astrology business, you first need to access the platform. Open your browser and navigate to Pabbly Connect’s website. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once you log into your dashboard, click on ‘Create Workflow’. Name your workflow something like ‘Facebook Lead Ads to WhatsApp’ and click on ‘Create’. This sets the foundation for integrating Facebook and WhatsApp Cloud API through Pabbly Connect.

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2. Configuring Facebook Lead Ads in Pabbly Connect

In this section, we will set up the trigger for our workflow to capture new leads from Facebook. In the trigger window of Pabbly Connect, select ‘Facebook Lead Ads’ as the app and ‘New Lead Instant’ as the trigger event. Next, click on ‘Connect’ and choose ‘Add New Connection’.

• Connect your Facebook account by clicking on ‘Connect with Facebook Lead Ads’.
• Select the Facebook page you created for your astrology business.
• Choose the lead generation form associated with this page.

After selecting the page and form, click on ‘Even and Text Request’. Pabbly Connect will now wait for a webhook response from Facebook, indicating a new lead has been generated.

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3. Generating a Test Lead for Integration

To ensure our integration works, we need to create a test lead. Use the Facebook Lead Ads Testing Tool, selecting your Facebook page and the lead form you previously set up. Enter dummy details like a sample name, email, and phone number, then submit the form.

After submitting, return to Pabbly Connect to see if the new lead’s details have been captured in the trigger window. You should see the information you just entered, confirming that the integration is functioning correctly.

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4. Sending WhatsApp Messages Using WhatsApp Cloud API

Now that we have captured the lead details, it’s time to send a WhatsApp message. Scroll down to the action window in Pabbly Connect and select ‘WhatsApp Cloud API’ as the app. Choose ‘Send Template Message’ as the action event, then click on ‘Connect’ and ‘Add New Connection’.

• Enter your WhatsApp Business Account ID and Phone Number ID from your WhatsApp Cloud API dashboard.
• Copy the permanent access token to avoid expiration issues.
• Select the template you created for the WhatsApp message.

Map the recipient’s mobile number from the Facebook lead data to the WhatsApp message template. This ensures that each new lead receives a personalized message.

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5. Testing Your Automation in Pabbly Connect

After setting up your WhatsApp message, it’s crucial to test the entire automation process. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is configured correctly, you should receive a WhatsApp message on the number provided by the test lead.

Check your WhatsApp to confirm that the message has been sent successfully. The message should include the name of the lead and your business name, welcoming them to your astrology services.

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Conclusion

Using Pabbly Connect to automate WhatsApp messages for your astrology business is an effective way to engage with new leads. By following these steps, you can seamlessly integrate Facebook Lead Ads with WhatsApp Cloud API, ensuring timely communication with potential clients. This automation not only saves time but also enhances your marketing efforts.

Learn how to automate sending Slack messages for new Salesforce accounts using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Salesforce and Slack Integration

To begin automating the process of sending Slack messages for new Salesforce accounts, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect dashboard by searching for ‘Pabbly Connect’ and clicking on the sign-up option if you’re new to Pabbly.

Once you have logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Salesforce to Slack’ and click on the ‘Create’ button. This action will open a new workflow with two sections: the trigger window and the action window.

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2. Setting Up the Trigger for New Salesforce Accounts

In the trigger window of Pabbly Connect, select ‘Salesforce’ as your application. Then, choose the trigger event as ‘New Account’. This setup will allow Pabbly Connect to monitor Salesforce for any new accounts created.

• Select ‘Salesforce’ from the Choose App dropdown.
• Choose the trigger event ‘New Account’.
• Click on the Connect button and select Add New Connection.

After clicking on ‘Connect’, you will be prompted to authorize Pabbly Connect to access your Salesforce account. Click on the ‘Connect with Salesforce’ button, and allow the permissions requested. Once connected, you can test the trigger to ensure it captures the details of the newly created account.

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3. Creating a New Salesforce Account for Testing

Next, create a new account in Salesforce to test the integration. Navigate to the Accounts section in Salesforce and click on the ‘New’ button. Fill in the required fields, such as Account Name, Email, and Account Type. For example, you can create an account named ‘Dummy Account’ with a test email address.

After entering the details, click on the ‘Save’ button. This action will create the account in Salesforce. Return to Pabbly Connect and click on ‘Save and Send Test Request’ to fetch the details of the newly created account.

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4. Setting Up the Action to Send Slack Message

Now, move to the action window in Pabbly Connect. Select ‘Slack’ as the application and choose the action event as ‘Send Channel Message’. Click on the Connect button and select Add New Connection to link your Slack account.

• Choose ‘Slack’ from the Choose App dropdown.
• Select the action event ‘Send Channel Message’.
• Connect your Slack account and allow permissions.

After connecting Slack, select the channel where you want to send the message. For instance, you may choose a channel named ‘New Salesforce Account’. Then, draft your message, incorporating the details of the new account using the mapping feature in Pabbly Connect.

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5. Finalizing the Integration and Testing

After setting up the Slack action, finalize your message by mapping the relevant fields such as Account Name, Website, and Phone Number from the Salesforce trigger response. Click on ‘Save and Send Test Request’ to send the message to the designated Slack channel.

Once the test request is successful, check your Slack channel to confirm that the message has been sent. You will see a notification with the details of the new account, such as the Account Name and other mapped information. This confirms that the integration between Salesforce and Slack via Pabbly Connect is working seamlessly.

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Conclusion

In this tutorial, we explored how to automate sending Slack messages for new Salesforce accounts using Pabbly Connect. By following the steps outlined, you can streamline your notifications and keep your team informed without manual effort. This integration not only saves time but also enhances communication within your team.