Author: Nitin Maheshwari

Learn how to automate sending Zoom invites through WhatsApp using Pabbly Connect. This detailed tutorial covers step-by-step integration using WhatsApp Cloud API. 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 Zoom WhatsApp Integration

To send Zoom invites via WhatsApp, the first step is to access Pabbly Connect. Start by visiting the Pabbly website and clicking on the ‘Sign Up Free’ or ‘Sign In’ option at the top right. After signing in, navigate to the Pabbly Connect dashboard.

Once on the dashboard, locate the ‘Create Workflow’ button. Click on it, and when prompted, name your workflow, for example, ‘Zoom to WhatsApp’. This sets up the environment for integrating Zoom with WhatsApp using Pabbly Connect.

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2. Setting Up Zoom as the Trigger in Pabbly Connect

In this step, you will configure Zoom as the trigger application in Pabbly Connect. Select Zoom from the trigger application options and choose ‘Configure Webhooks’ as the trigger event. This step is crucial as it allows Pabbly Connect to receive data from Zoom when a user registers for a meeting.

• Choose ‘Zoom’ as the trigger application.
• Select ‘Configure Webhooks’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

After copying the Webhook URL, navigate to your Zoom account. Go to the ‘App Marketplace’, select ‘Develop’ from the dropdown, and click on ‘Build App’. Choose ‘Webhook Only’ and fill in the necessary details, including pasting the copied URL. This setup allows Pabbly Connect to receive real-time updates from Zoom.

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3. Creating a Dummy Meeting for Testing

Next, you need to create a dummy meeting in Zoom to test the integration with Pabbly Connect. Schedule a meeting and make sure to fill in all required fields. Once the meeting is created, go back to Pabbly Connect to verify if it has captured the registration data.

Upon creating the dummy meeting, fill out a dummy registration form with user details. Once registered, check the Pabbly Connect dashboard to see if the webhook response is received, confirming the integration is working correctly.

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4. Formatting Date and Time for WhatsApp Message

After confirming the webhook response, the next step is to format the date and time for the WhatsApp message using Pabbly Connect. Click the plus button and select ‘Date Time Formatter’ as the action event, choosing ‘Format Date with Time Zone’. This ensures that the meeting time is displayed correctly in the user’s local time zone.

• Select the meeting time from the Zoom response.
• Choose the appropriate date format.
• Set the time zone to your local time zone.

Once you have formatted the date and time, save the changes and move on to the next step, which involves preparing the message to be sent via WhatsApp using Pabbly Connect.

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5. Sending the Zoom Invite via WhatsApp Cloud API

The final step is to send the formatted Zoom invite through WhatsApp. In Pabbly Connect, select ‘WhatsApp Cloud API’ as the action event and choose ‘Send Template Message’. This allows you to send a pre-defined message to the registered user, thanking them for their registration and providing meeting details.

Fill in the necessary fields, including the recipient’s mobile number and the template message. Ensure that you map the fields correctly, such as the user’s name, meeting name, date, and time. Once everything is set, save and send the test request to verify that the message is sent successfully.

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Conclusion

In this tutorial, we explored how to automate sending Zoom invites via WhatsApp using Pabbly Connect. By integrating Zoom with WhatsApp Cloud API, you can streamline communication with your meeting participants, ensuring they receive timely notifications. This process not only saves time but also enhances user experience.

Learn how to integrate Google Forms with WhatsApp to send automatic order confirmations using Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the Pabbly website. On the top right corner, click on ‘Sign Up Free’ or ‘Sign In’ if you already have an account. This is the first step to set up the automation that will send WhatsApp messages upon receiving cake orders through Google Forms.

Once you have logged into your account, navigate to Pabbly Connect. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Forms to WhatsApp’. This step is crucial as it sets the context for the integration process.

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2. Setting Up Google Forms with Pabbly Connect

Now, you need to set Google Forms as the trigger application in Pabbly Connect. Select ‘Google Forms’ as your trigger application and choose the trigger event as ‘New Response Received’. This means that every time a new response is submitted through your Google Form, it will trigger the integration process.

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

Next, go to your Google Sheet associated with the form and select ‘Extensions’. Under this menu, find ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’. Paste the copied webhook URL into the designated field and set the trigger column to the last column of your spreadsheet, usually column K. This setup allows Google Forms to send the data directly to Pabbly Connect.

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3. Testing the Google Forms and Pabbly Connect Integration

After setting up the webhook, it’s time to test whether the integration is working properly. Go back to your Google Form and fill out a dummy order. Once you submit the form, switch back to Pabbly Connect to see if it has received the response. This step is essential to ensure that the data flows correctly from Google Forms to Pabbly Connect.

If the response appears in your Pabbly dashboard, it confirms that the integration is successful. You should see all the information such as the customer’s name, email, phone number, and order details. This verification step is crucial before moving on to set up the WhatsApp messaging part of the integration.

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4. Configuring WhatsApp Integration with Pabbly Connect

Now that Google Forms is successfully integrated, the next step is to set WhatsApp as the action application. In Pabbly Connect, select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. This will allow you to send a confirmation message to the customer via WhatsApp.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account by providing the necessary keys.

To connect WhatsApp, you will need to obtain a temporary access token and your WhatsApp Business Account ID from the developers’ page. Paste these details into Pabbly Connect to establish the connection. After successful connection, you can set up the template message that will be sent to customers upon order confirmation.

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5. Finalizing the Setup and Sending Confirmation Messages

With everything configured, it’s time to finalize the setup. In Pabbly Connect, map the required fields from the Google Form response to the WhatsApp message template. This includes the customer’s name, order details, and delivery time. Mapping ensures that the correct information is sent to the customer.

Once all fields are mapped, send a test request to verify that the confirmation message is sent correctly. Check the customer’s WhatsApp account to see if they received the message. This step confirms that the integration is fully functional and that customers will receive timely confirmations after placing their cake orders online.

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Conclusion

By following these steps, you can seamlessly integrate Google Forms with WhatsApp using Pabbly Connect. This automation allows you to send instant confirmation messages to customers after they place cake orders online, enhancing customer experience and operational efficiency.

Learn how to automate table booking confirmations for your restaurant using Pabbly Connect and WhatsApp Cloud API. Step-by-step guide included! 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. Setting Up Pabbly Connect for Table Booking Confirmations

To automate table booking confirmations, start by accessing Pabbly Connect. This platform will serve as the central hub for integrating various applications. After signing in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button.

Name your workflow, for instance, ‘Jot Form to WhatsApp’. This naming convention helps in identifying the workflow later. In this setup, we will select Jot Form as the trigger application and specify ‘New Response’ as the trigger event to initiate the process whenever a new booking is made.

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2. Integrating Jot Form with Pabbly Connect

After setting up the trigger in Pabbly Connect, you will see a webhook URL. This URL is essential for linking Jot Form to Pabbly Connect. Copy this URL and head over to Jot Form’s settings. Here, you will find the option for integrations.

• Go to Jot Form settings and select ‘Integrations’.
• Search for ‘Webhook’ and paste the copied URL.
• Complete the integration to finalize the connection.

Once the integration is done, return to Pabbly Connect and wait for a webhook response. This confirms that the connection between Jot Form and Pabbly Connect has been successfully established. To test this, fill out a dummy table reservation form and submit it.

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3. Storing Booking Data in Google Sheets

To keep track of all the booking data, the next step involves integrating Google Sheets with Pabbly Connect. Click on the plus button in your workflow and select Google Sheets as the action application. Choose the action event ‘Add New Row’ to ensure that each new booking is recorded in the spreadsheet.

• Authorize Pabbly Connect to access your Google Sheets account.
• Select the appropriate spreadsheet where the booking data will be stored.
• Map the fields from Jot Form to the corresponding columns in Google Sheets.

Once the data is mapped, send a test request to verify that the data from Jot Form is successfully added to Google Sheets. This integration ensures that all booking details are organized and easily accessible.

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4. Sending Confirmations via WhatsApp Cloud API

The final step in this automation process involves sending confirmation messages to customers via WhatsApp using the WhatsApp Cloud API integrated with Pabbly Connect. Add another action step and select WhatsApp Cloud API, then choose ‘Send Template Message’ as the action event.

For this integration, you will need to provide several keys from the WhatsApp developer page, including your token key, phone number ID, and WhatsApp business account ID. Once these keys are entered into Pabbly Connect, select the template message you wish to send out to customers.

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Conclusion

By leveraging Pabbly Connect, restaurant owners can streamline the process of sending table booking confirmations through WhatsApp. This integration not only saves time but also enhances customer communication, ensuring that every booking is acknowledged promptly.

Learn how to convert leads into customers using Elementor and WhatsApp through Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Elementor and WhatsApp Integration

To convert leads into customers using Elementor and WhatsApp, first, you need to set up Pabbly Connect. Start by visiting Pabbly.com/connect and sign up for a free account. After signing in, you will be directed to the Pabbly Connect dashboard where you can create your first workflow.

Click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Convert Elementor Form Leads Using WhatsApp’. This naming will help you easily identify the workflow later. After naming, proceed by clicking on the ‘Create’ button to access the workflow page.

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2. Choosing Elementor as the Trigger Application in Pabbly Connect

Within the workflow page of Pabbly Connect, you will need to set a trigger for your automation. For this integration, select Elementor as your trigger application. The trigger event will be ‘New Form Submission’, which captures leads generated via your Elementor forms.

Once selected, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it connects Elementor to Pabbly Connect. Copy this webhook URL and head over to your Elementor editor to integrate it into your lead generation form.

• Open the Elementor editor for your form.
• Navigate to ‘Actions After Submit’ and add a new action called ‘Webhook’.
• Paste the copied webhook URL into the webhook field.

After completing these steps, click on the ‘Update’ button to save your changes in Elementor. Your form is now set up to send data to Pabbly Connect whenever a new lead submits their information.

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3. Testing the Integration with Pabbly Connect and Elementor

With your Elementor form connected to Pabbly Connect, it’s time to test the integration. Go back to your form’s Pabbly view and fill out a test submission with sample data. Ensure you include all necessary fields, such as name, email, and WhatsApp number.

After submitting the form, return to your Pabbly Connect workflow. You should see the test submission data captured in the ‘Response Received’ section. This confirms that your Elementor form is successfully communicating with Pabbly Connect.

• Check for the captured data including name, email, and WhatsApp number.
• If data appears correctly, proceed to the next step of sending WhatsApp messages.

Now that your test submission is successful, you are ready to set up the action step that sends a WhatsApp message to your leads.

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4. Sending WhatsApp Messages Using Pabbly Connect

To send a WhatsApp message through Pabbly Connect, you will need to choose WhatsApp Cloud API as your action application. Select the action event ‘Send Template Message’ to configure the message that will be sent to your leads.

Before you can send messages, ensure you have access to WhatsApp’s Cloud API. After connecting your WhatsApp number to the API, return to Pabbly Connect and configure the connection settings. You will need to provide your token, phone number ID, and business account ID.

Select ‘Add New Connection’ to input your WhatsApp Cloud API credentials. Map the recipient’s WhatsApp number from the previous step. Attach your business brochure as a document in the message.

Once all settings are configured, click on ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. You should see the message appear in your WhatsApp as a confirmation that the integration works smoothly.

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5. Conclusion: Automate Your Lead Conversions with Pabbly Connect

In this tutorial, we demonstrated how to convert leads for your business using Elementor and WhatsApp with the help of Pabbly Connect. By setting up this integration, you can automate the process of sending personalized messages to your leads, thereby enhancing your customer conversion rate.

With Pabbly Connect, you can streamline your lead generation and follow-up process without any coding skills. This powerful automation tool simplifies the connection between your Elementor forms and WhatsApp, allowing you to focus on growing your business.

Now that you have learned how to set up this automation, you can implement it for your own business and enjoy the benefits of increased efficiency and productivity.

Learn how to automatically add new leads from LeadSquared to Exotel as contacts using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To start integrating LeadSquared with Exotel, you need to set up Pabbly Connect. Begin by visiting the Pabbly Connect dashboard by navigating to Pabbly.com/connect. From here, create a free account to get started with 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, you might name it ‘LeadSquared to Exotel Automation’. After naming, click the ‘Create’ button to proceed to the workflow page.

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2. Configuring the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow using Pabbly Connect. The trigger will be set to detect any new lead in LeadSquared. Select LeadSquared as your trigger application and choose the trigger event as ‘New Lead’.

• Choose LeadSquared from the application list.
• Select ‘New Lead’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your LeadSquared account. Access the settings and find the API and Webhooks section. Here, create a new webhook, select the event for lead creation, and paste the copied URL. Save the settings to establish the connection.

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3. Capturing Lead Data from LeadSquared

With the webhook set up, the next step in Pabbly Connect is to capture the lead data. Click on the ‘Recapture Webhook Response’ button to prepare for testing the connection. This step ensures that the data from LeadSquared is correctly captured.

To test the webhook, create a new lead in LeadSquared. Fill in the necessary details such as name, email, and phone number, then save the lead. Once saved, return to Pabbly Connect and check if the lead data has been captured successfully. You should see the lead’s details like first name, last name, and contact information in the response section.

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4. Formatting Phone Number for Exotel

Before adding the lead as a contact in Exotel, you need to format the phone number correctly. Use the Text Formatter feature in Pabbly Connect to split the phone number and remove any unwanted characters.

• Select the Text Formatter app in Pabbly Connect.
• Choose the action event as ‘Split Text’ and map the phone number.
• Use the dash as a separator to split the country code and phone number.

After formatting, you will have the country code and phone number ready for integration with Exotel. This ensures that the contact can be created without errors in formatting.

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5. Creating a Contact in Exotel

The final step in this integration process using Pabbly Connect is to create a contact in Exotel. Select Exotel as the action application and choose ‘Create Contact’ as the action event. Connect your Exotel account by entering the required API credentials.

Map the lead data captured earlier to the appropriate fields in Exotel, such as first name, last name, phone number, and email. Ensure the phone number is formatted correctly using the results from the Text Formatter step. After mapping all fields, click on ‘Save and Send Test Request’ to create the test contact.

Check your Exotel account to confirm that the new contact has been created successfully. This integration allows you to automate lead management effectively, ensuring that every new lead in LeadSquared is instantly available in Exotel.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add new leads from LeadSquared to Exotel as contacts. By following these steps, you can streamline your lead management process and improve communication efficiency.

Learn how to automatically create certificates from Google Forms submissions and send them via WhatsApp using Pabbly Connect. Step-by-step tutorial 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. Setting Up Pabbly Connect for Your Automation

To start automating certificate creation, first access Pabbly Connect. This integration platform allows you to connect Google Forms with WhatsApp seamlessly. Begin by visiting the Pabbly Connect dashboard by searching for ‘Pabbly.com/connect’ in your browser.

Once there, sign up for a free account or log in if you already have one. After logging in, click on ‘Create Workflow’ and name your workflow, for example, ‘Google Forms to WhatsApp Certificates’. This will set the stage for your automation process.

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2. Integrating Google Forms with Pabbly Connect

In this step, we will integrate Google Forms with Pabbly Connect to capture submission data. In the trigger window of your workflow, select Google Forms as the application and choose the event ‘New Response Received’.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Form and switch to the Responses tab.
• Create a new Google Sheet to store responses.
• Install the Pabbly Connect Webhooks add-on in Google Sheets.

After installation, configure the add-on by pasting the webhook URL and selecting the trigger column. This allows any new form submission to be sent directly to Pabbly Connect.

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3. Creating Certificates Using Google Slides

Next, we will create personalized certificates using Google Slides, facilitated by Pabbly Connect. In the action window, select Google Slides and choose the action event ‘Create Presentation from Template’.

Connect your Google Slides account and select the certificate template you have created. Map the fields such as participant name and subject from the Google Forms submission to the corresponding fields in your certificate template. This dynamic mapping ensures each certificate is personalized based on the participant’s data.

• Select the title for the new presentation, combining the participant’s name and email.
• Specify the folder in Google Drive where certificates will be saved.
• Map additional fields like date of participation and current date.

Once configured, test the action to ensure the certificate is generated correctly in Google Drive.

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4. Sending Certificates via WhatsApp

Now that the certificates are created, the next step is to send them via WhatsApp using Pabbly Connect. In the action step, select WhatsApp Cloud API and choose the action event ‘Send Template Message’.

Connect your WhatsApp Cloud API account and map the necessary fields, such as the recipient’s mobile number and the PDF link of the generated certificate. This ensures that the correct certificate is sent to the participant.

Select the WhatsApp template you created for sending certificates. Map the participant’s name and event details into the message body. Test the action to confirm the message is sent successfully.

After testing, you can now automatically send certificates to participants upon their form submission.

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5. Conclusion: Automating Certificate Generation with Pabbly Connect

In this tutorial, we successfully automated the process of creating and sending certificates using Pabbly Connect. By integrating Google Forms, Google Slides, and WhatsApp Cloud API, you can streamline your certificate distribution process.

This setup not only saves time but also enhances the participant experience by providing instant certificates. With Pabbly Connect, you can easily replicate this workflow for various applications and use cases.

Start using Pabbly Connect today to simplify your automation tasks and improve efficiency.

Learn how to automate adding leads from Google Sheets to LeadSquared CRM using Pabbly Connect with this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Sheets and LeadSquared

To begin automating the process of adding leads from Google Sheets to LeadSquared CRM, you first need to access Pabbly Connect. Start by navigating to your browser and entering Pabbly.com/connect. If you don’t have an account, click on ‘Sign Up Free’ to create one quickly, or log in if you already have an account.

Once logged in, click on ‘Create Workflow’ and name it something like ‘Google Sheets to LeadSquared’. This creates a new automation workflow where you will define the trigger and action steps necessary for the integration. The first step is to set up the trigger event.

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2. Configuring Google Sheets Trigger in Pabbly Connect

In the trigger window of your Pabbly Connect workflow, search for and select Google Sheets as the app. For the trigger event, choose New or Updated Spreadsheet Row. This setting will capture any new leads added to your Google Sheets.

• Choose the Google Sheets app in Pabbly Connect.
• Select the trigger event as New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

After selecting the trigger event, a webhook URL will be generated. Copy this URL, as it will be used to connect your Google Sheets to Pabbly Connect. Next, open your Google Sheet, navigate to Extensions, then Add-ons, and click on Get Add-ons to find the Pabbly Connect Webhooks add-on. Install it if you haven’t already.

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3. Linking Google Sheets to Pabbly Connect

After installing the Pabbly Connect Webhooks add-on, refresh your Google Sheets. Now, go to Extensions > Pabbly Connect Webhooks and select Initial Setup. In the setup dialog box, you will need to enter:

• The selected sheet from which data will be sent.
• The webhook URL you copied earlier.
• The trigger column (the last column with data).

After filling in the required fields, click on Submit. This action sets up the connection between your Google Sheets and Pabbly Connect. Ensure you also select the option to send data on event in the Pabbly Connect add-on.

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4. Setting Up the Action in LeadSquared CRM

Now that your Google Sheets are connected to Pabbly Connect, the next step is to set up the action that will send the lead data to LeadSquared. In the action window, search for LeadSquared and select it. For the action event, choose Create or Update Lead.

Click on Connect and then select the option to add a new connection. You will need to enter your LeadSquared access key, secret key, and API host. To find these details, log into your LeadSquared account, navigate to the profile settings, and select API and Webhooks. Here, you will find all the necessary keys.

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5. Mapping Lead Data to LeadSquared

Once you have successfully connected your LeadSquared account to Pabbly Connect, the next step is to map the lead data. You will see fields for first name, last name, email, phone number, and other details. Use the data captured from Google Sheets to fill these fields.

Map the first name field to the corresponding data from Google Sheets. Continue mapping the last name, email, and phone number fields. After mapping all required fields, click on Save and Send Test Request.

After sending the test request, check your LeadSquared account to ensure the new lead has been added successfully. You should see the lead with all the details you entered in Google Sheets. This confirms that your Pabbly Connect automation is working perfectly.

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Conclusion

In this tutorial, we explored how to automate adding leads from Google Sheets to LeadSquared CRM using Pabbly Connect. By following these steps, you can streamline your lead management process and save time. With Pabbly Connect, integrating multiple applications has never been easier!

Learn how to automatically send insurance renewal reminders to clients on WhatsApp using Pabbly Connect and Google Sheets. 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.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automate the process of sending insurance renewal reminders, start by accessing Pabbly Connect. Navigate to the Pabbly Connect dashboard by entering the URL in your browser. If you don’t have an account, create one by clicking on ‘Sign Up Free’. For existing users, simply sign in.

Once logged in, click on ‘Create Workflow’. Name your workflow (e.g., ‘Google Sheets to WhatsApp’) and click on the ‘Create’ button. This initiates your automation process, allowing you to set triggers and actions for sending reminders.

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2. Configuring the Trigger with Google Sheets

In this section, you will configure the trigger that fetches client details from Google Sheets using Pabbly Connect. In the trigger window, select ‘Schedule’ as the app. This allows you to set how often the workflow runs, which should be daily for sending reminders.

• Choose the execution time (e.g., 10:00 AM).
• Click ‘Save’ to schedule the workflow.

After scheduling, move to the action window and select ‘Google Sheets’ to fetch the client data. Choose the action event ‘Get Rows’ and establish a connection to your Google Sheets account. Select the spreadsheet containing your client list (e.g., ‘XYZ Insurance Client List’) and specify the data range to ensure all relevant client details are captured.

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3. Processing Client Data with Iterator

After successfully fetching the client details, the next step involves processing this data using Pabbly Connect. Add an action step and select ‘Iterator’ to handle the data row by row. This is crucial for customizing messages for each client based on their specific insurance details.

Once you select ‘Iterator’, map the response from the previous step to ensure that each client’s information is processed individually. This includes their names, mobile numbers, and insurance expiry dates. After setting this up, click on ‘Save and Send Test Request’ to verify that the data is correctly processed.

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4. Sending WhatsApp Reminders via WhatsApp Cloud API

Now that you have the client data ready, it’s time to send the reminders. In this step, you will use the WhatsApp Cloud API through Pabbly Connect. Add another action step, select ‘WhatsApp Cloud API’, and choose the action event ‘Send Template Message’.

• Connect your WhatsApp Cloud API account by entering your phone number ID, WhatsApp business account ID, and permanent access token.
• Select the template you created for sending reminders.

Map the recipient’s mobile number and any dynamic fields (like the client’s name and expiry date) to personalize the message. After completing these steps, send a test message to ensure everything is working correctly.

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5. Final Setup and Testing of the Workflow

After configuring all steps, it’s essential to test the entire workflow for functionality. Use the test feature in Pabbly Connect to simulate the process. Check if clients receive their reminders as expected.

Ensure that the reminders are sent one day before the expiry date, confirming that your conditions are set correctly. Once satisfied with the test results, activate the workflow to automate the process completely.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending insurance renewal reminders via WhatsApp. By integrating Google Sheets and the WhatsApp Cloud API, you can streamline client communication and ensure timely reminders for policy renewals.

Learn how to automatically register users from LeadSquared CRM landing pages to Zoom webinars using Pabbly Connect. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Integration

To start the process of registering users from LeadSquared CRM landing pages to Zoom webinars automatically, you need to access Pabbly Connect. Open your browser and enter the URL: Pabbly.com/connect. This will take you to the Pabbly Connect landing page.

Click on the blue button labeled ‘Create Your Free Account’ to sign up. Once you have your account, log in to access the dashboard. From there, click on ‘Access Now’ to get started on creating your automation workflow.

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2. Creating Your Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be on the dashboard. Click on the blue button to create a new workflow. Name your workflow something descriptive, like ‘LeadSquared CRM to Zoom Webinar’ and click on ‘Create’ to proceed.

• Select LeadSquared CRM as the trigger application.
• Choose the trigger event as ‘Landing Page Submission’.
• Copy the provided webhook URL for use in LeadSquared CRM.

Now that you have set up the trigger, you are ready to connect it with LeadSquared CRM. This is where Pabbly Connect becomes essential, allowing you to receive data from your landing page submissions.

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3. Configuring LeadSquared CRM for Webhook

In your LeadSquared CRM account, navigate to ‘Settings’ and find the ‘API and Webhooks’ option. Here, click on ‘Create’ to set up a new webhook. Choose the event as ‘Landing Page Submission’ and paste the webhook URL you copied from Pabbly Connect.

Make sure to select the correct content type as ‘application/json’ and save your settings. This will ensure that whenever someone submits the landing page form, the data will be sent to Pabbly Connect.

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4. Testing the Integration with Pabbly Connect

To test the integration, go back to your landing page and submit a test registration. Fill in the details like first name, last name, and email address. After submission, return to Pabbly Connect and click on ‘Recapture’ to see if the data has been received.

• Verify that the response includes the correct data fields.
• Ensure all necessary user information is captured accurately.

Once you confirm the data is being captured correctly, you can proceed to set up the action step in Pabbly Connect to register users in Zoom automatically.

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5. Registering Users in Zoom Webinar

Now, select Zoom as the action application in Pabbly Connect. Choose the action event ‘Add Webinar Registrant’. Click on ‘Connect’ and authenticate your Zoom account.

Fill in the required fields by mapping the data received from LeadSquared CRM. For example, select the relevant webinar from your Zoom account and map the email address, first name, and last name from the captured data. This mapping ensures that each registration is personalized.

Finally, click on ‘Save and Send Test Request’ to complete the integration. Check your Zoom webinar to confirm that the user has been added as a registrant automatically. This seamless process showcases how Pabbly Connect effectively bridges the gap between LeadSquared CRM and Zoom.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically register users from LeadSquared CRM landing pages to Zoom webinars. By following these steps, you can streamline your registration process and enhance user experience effectively.

Learn how to automate your course registration process from Webflow to WhatsApp using Pabbly Connect and WhatsApp Cloud API. 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 Automation

To automate your course registration process, first, you need to set up Pabbly Connect. This platform allows you to integrate various applications seamlessly. Start by visiting the Pabbly Connect dashboard and create a free account if you haven’t already. Once registered, log in to access your dashboard.

On the dashboard, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Webflow to WhatsApp Automation’, and click on the ‘Create’ button. This setup will be the foundation for your automation process.

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2. Integrating Webflow with Pabbly Connect

The first step in the automation is to set up Webflow as your trigger application in Pabbly Connect. Select Webflow from the list of applications and choose the trigger event as ‘New Form Submission’. This event will initiate the workflow whenever a student fills out the registration form on your Webflow site.

• Choose Webflow as your trigger application.
• Select the ‘New Form Submission’ event.
• Copy the webhook URL generated by Pabbly Connect.

Now, go to your Webflow dashboard, navigate to your project settings, and find the ‘Integrations’ tab. Here, add the copied webhook URL to the Webflow form settings to connect it with Pabbly Connect. This connection will allow you to capture form submissions directly into your workflow.

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3. Creating a Payment Link with Razorpay via Pabbly Connect

After setting up the Webflow trigger, the next step is to create a payment link using Razorpay. In Pabbly Connect, add a new action step and select Razorpay as the application. Choose the action event ‘Create Payment Link’. This will facilitate the automatic generation of payment links for your course.

To configure Razorpay, you need to connect it with Pabbly Connect using your Razorpay API key and secret. Ensure you input the correct amount for the course, which should be formatted in the smallest currency unit (e.g., 500 INR should be input as 50000). This will create a payment link that students can use to pay for their courses.

• Select Razorpay and the action event ‘Create Payment Link’.
• Enter your Razorpay API key and secret.
• Input the course amount in the smallest currency unit.

Once configured, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will generate a payment link, which can then be sent to the student via WhatsApp.

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4. Sending Payment Links via WhatsApp Cloud API through Pabbly Connect

The final step in this automation is to send the generated payment link to the student on WhatsApp. In Pabbly Connect, add another action step and select WhatsApp Cloud API. Choose the action event ‘Send Template Message’ to send the payment link effectively.

Before you can send messages, you need to connect your WhatsApp Cloud API with Pabbly Connect. Enter the required credentials such as the permanent access token, phone number ID, and business account ID. Once connected, you can map the necessary fields such as the recipient’s phone number and the payment link into the message template.

Select WhatsApp Cloud API and the action event ‘Send Template Message’. Map the recipient’s WhatsApp number and the payment link. Ensure your message template is approved by Facebook.

After mapping all required fields, click on ‘Save and Send Test Request’. This will send a test message to the specified WhatsApp number, confirming that your automation is working correctly.

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5. Conclusion: Streamlining Course Registrations with Pabbly Connect

By following these steps, you can effectively automate the course registration process from Webflow to WhatsApp using Pabbly Connect. This integration not only saves time but also enhances productivity by eliminating manual tasks. With Pabbly Connect, you can easily manage registrations and payments, ensuring a smooth experience for both you and your students.

Automation is the key to efficiency, and with Pabbly Connect, you can set up this workflow once and let it run automatically. Start automating your course registrations today and enjoy the benefits of seamless integration!