Author: Nitin Maheshwari

Learn how to integrate Salesforce with AiSensy to send WhatsApp messages to new leads using Pabbly Connect. Follow this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start sending WhatsApp messages to new Salesforce leads, first, access Pabbly Connect. Go to Pabbly’s website and sign in to your account. If you don’t have an account, you can sign up for free.

Once signed in, navigate to Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner. Name your workflow something like ‘Salesforce to WhatsApp’ and click ‘Create’. This sets the stage for automating your lead notifications.

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2. Setting Up Salesforce Trigger in Pabbly Connect

Now that you have created your workflow in Pabbly Connect, the next step is to set up a trigger. Select Salesforce as your application and choose the trigger event as ‘New Lead’. This means every time a new lead is created in Salesforce, it will trigger the workflow.

To connect Salesforce, click on ‘Add New Connection’. You will be prompted to authorize the connection. Allow the necessary permissions to proceed. After authorization, you will need to provide the instance URL from your Salesforce account.

• Navigate to the Salesforce setup page.
• Go to Company Settings and find your instance URL.
• Copy the instance URL and paste it into Pabbly Connect.

Once the instance URL is saved, click on ‘Save and Send Test Request’. This will ensure that Pabbly Connect successfully captures lead details from Salesforce.

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3. Creating WhatsApp Action with AiSensy

After successfully setting up the Salesforce trigger in Pabbly Connect, the next step is to create an action to send WhatsApp messages. Select AiSensy as the application and choose ‘Template Message’ as the action event. This will allow you to send a pre-defined message to the new lead.

Connect to AiSensy by clicking ‘Add New Connection’. You will need to enter an API key from your AiSensy account. To find this key, log in to AiSensy, navigate to the ‘Manage’ section, and copy the API key provided. Paste this key back into Pabbly Connect and save the connection.

• Go to AiSensy and find the API key under the Manage section.
• Copy the API key and paste it into Pabbly Connect.
• Save the connection to proceed.

With the connection established, you can now configure the details such as campaign name, mobile number, and the template message you wish to send.

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4. Mapping Details for WhatsApp Message

In this step, you will map the necessary details to send WhatsApp messages via Pabbly Connect. Provide a campaign name and select the mobile number of the lead from Salesforce. Make sure to include the country code for the phone number.

You will also need to map the username and any template parameters required for the message. For example, if your template message includes a placeholder for the lead’s name, you will map that to the corresponding field from Salesforce.

Enter the campaign name and select the appropriate template. Map the mobile number and username from the Salesforce trigger. Fill in any template parameters required for the message.

After mapping all the required fields, click ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully to the new lead.

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5. Verifying WhatsApp Message Delivery

Finally, it’s time to verify that the WhatsApp message was delivered successfully to the new lead. Once you have completed the setup in Pabbly Connect and sent a test message, check the WhatsApp account of the lead.

You should see the message that you configured, confirming that the integration is working as intended. This process automates the communication with new leads, ensuring timely follow-ups without manual effort.

With the integration of Salesforce and AiSensy through Pabbly Connect, you can streamline your lead management and enhance customer engagement effectively.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages to new Salesforce leads using Pabbly Connect. By automating this process, businesses can ensure timely communication with potential customers, enhancing engagement and improving lead conversion rates.

Learn how to automate customer creation in Shopify using data from Google Sheets with Pabbly Connect. Step-by-step tutorial 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 Integration

To start automating customer creation in Shopify using data from Google Sheets, first, access Pabbly Connect. Go to your browser and search for Pabbly Connect. Click on the sign-up button to create a free account or sign in if you already have one.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button, and name your workflow, for instance, ‘Google Sheets to Shopify.’ This is the first step in setting up your automation.

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2. Setting Up Google Sheets with Pabbly Connect

In this section, we will configure Google Sheets to work with Pabbly Connect. Start by creating a new Google Sheet where you will input customer details. Ensure you have columns for First Name, Last Name, Email Address, and Phone Number.

• Create a new Google Sheet with relevant columns.
• Go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your Google Sheet. Then, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, you will need to input the Webhook URL provided by Pabbly Connect. Select the trigger column, which is the last column where data will be entered, and click on ‘Send Test’ to verify the connection.

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3. Connecting Google Sheets to Shopify via Pabbly Connect

With your Google Sheet set up, the next step is to connect it to Shopify using Pabbly Connect. In the action window of your workflow, search for Shopify and select it as the app for action. Choose the action event as ‘Create Customer’.

To establish this connection, click on ‘Connect’ and then select ‘Add New Connection’. You will need to provide your Shopify store’s subdomain, API access token, and admin API key. You can get the subdomain from the URL of your Shopify store.

• Go to Shopify Admin > Settings > Apps and Sales Channels.
• Click on ‘Develop Apps’ and create a new app.
• Configure the app with necessary permissions for customer access.

Once your app is set up and permissions are granted, copy the API access token and paste it into Pabbly Connect to complete the connection.

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4. Mapping Customer Data in Pabbly Connect

Now that Google Sheets and Shopify are connected through Pabbly Connect, the next step is to map the customer data fields. In the action window, you will see fields for First Name, Last Name, Email, and Phone Number that need to be filled out.

To map these fields, simply click on each field and select the corresponding data from the Google Sheets trigger response. For example, map the First Name field to the First Name column in your Google Sheet, and do the same for Last Name, Email, and Phone Number.

Once you’ve mapped all required fields, click on ‘Save and Send Test Request’. This action will send the data to Shopify, creating a new customer entry based on the information provided in Google Sheets.

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5. Testing the Integration in Real-Time

After setting everything up, it’s time to test the integration. Go back to your Google Sheet and add a new customer entry. For example, input a new customer with details such as First Name: Akash, Last Name: Vikar, Email: [email protected], and Phone: 1234567890.

Upon entering this data, Pabbly Connect will automatically trigger the workflow, sending the new customer details to Shopify. To confirm, go to your Shopify store and check the Customers section. Refresh the page, and you should see the new customer entry reflecting the data you just added in Google Sheets.

This real-time testing demonstrates the effectiveness of using Pabbly Connect for automating customer creation in Shopify using data from Google Sheets.

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Conclusion

By following these steps, you can efficiently automate the process of creating new customers in Shopify using data from Google Sheets through Pabbly Connect. This integration saves time and reduces manual entry errors, allowing for a seamless flow of customer information.

Learn how to automate the creation of new orders in Shopify using data from Google Sheets with Pabbly Connect. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the process of creating new orders in Shopify using data from Google Sheets, you first need to access Pabbly Connect. Open your browser and go to Pabbly Connect. If you do not have an account, click on ‘Sign Up Free’ to create one. If you already have an account, simply sign in.

Once you are on the Pabbly Connect dashboard, click on ‘Create Workflow’ and name your workflow, such as ‘Google Sheets to Shopify’. This sets the stage for the automation process.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. In the trigger window, search for and select Google Sheets as your app. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to capture any new order details added to your Google Sheet.

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

Next, go to your Google Sheets document where you maintain your order details. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets.

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3. Integrating Google Sheets with Pabbly Connect

After refreshing your Google Sheets, go back to ‘Extensions’, hover over ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. A dialog box will appear asking for the selected sheet, webhook URL, and trigger column. Select the sheet where your order details are stored and paste the webhook URL you copied earlier.

For the trigger column, select the last data entry column, which will be the column that triggers the automation. After setting this up, click ‘Send Test’ to ensure the connection is successful. You should see a confirmation that the test data was sent successfully.

• Select the correct sheet in Google Sheets.
• Paste the webhook URL in the designated field.
• Choose the correct trigger column for data entry.

Once the test is successful, click ‘Submit’. This completes the integration of Google Sheets with Pabbly Connect.

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4. Creating a New Order in Shopify

Now that you have integrated Google Sheets with Pabbly Connect, the next step is to create a new order in Shopify. In the action window of your workflow, search for and select the Shopify app. For the action event, choose ‘Create Order’.

To connect your Shopify account with Pabbly Connect, you will need your Shopify store’s subdomain and the Admin API access token. To find the subdomain, look at the URL of your Shopify admin panel. The subdomain is the part before ‘.myshopify.com’. For the API access token, you need to create a private app in your Shopify settings.

Select Shopify as the action app. Choose ‘Create Order’ as the action event. Input the subdomain and API token in the connection settings.

After successfully connecting Shopify to Pabbly Connect, you will need to map the order details from Google Sheets to the respective fields in Shopify. This includes customer email, product name, quantity, and shipping details. Once all fields are mapped, click ‘Save and Send Test Request’ to create the order.

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5. Testing the Integration

After setting up the automation, it’s crucial to test the integration to ensure everything works as expected. Go back to your Google Sheets and add a new order entry. Once you input the details, check your Shopify store to see if the order appears.

Upon successful testing, you should see the new order created in Shopify with the same details you entered in Google Sheets. This confirms that your integration with Pabbly Connect is functioning correctly. You can continue adding new orders in Google Sheets, and they will automatically be created in Shopify.

Add a new order in Google Sheets. Check for the new order in Shopify. Verify that all details match correctly.

Once confirmed, your automation is complete, and you can streamline the order creation process efficiently!

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Conclusion

In this tutorial, we explored how to create new orders in Shopify using data from Google Sheets through Pabbly Connect. By following the steps outlined, you can automate the order creation process, saving time and reducing manual effort. This integration allows for seamless order management, enhancing your Shopify store’s efficiency.

Learn how to automate project creation in Hubstaff from Todoist tasks using Pabbly Connect. Follow our detailed guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Todoist and Hubstaff Integration

To start automating your workflow, access Pabbly Connect by navigating to the Pabbly website and logging into your account. If you don’t have an account, sign up for a free account to get started. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create your automation workflows.

Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Todoist to Hubstaff’. This name will help you identify your automation later. After naming your workflow, click on ‘Create’ to proceed to the next step.

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2. Configuring the Todoist Trigger in Pabbly Connect

In this section, you will set up the trigger in Pabbly Connect that listens for new tasks created in Todoist. In the trigger window, search for and select ‘Todoist’ as your application. Next, choose the trigger event as ‘New Task’. This event will initiate the workflow whenever a new task is added to your Todoist account.

• Search for ‘Todoist’ in the app selection.
• Select ‘New Task’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is essential for connecting your Todoist account to Pabbly Connect. Follow the instructions provided in Pabbly Connect to set up the webhook in your Todoist account, ensuring that the integration works seamlessly.

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3. Creating a New Task in Todoist

With the webhook set up, it’s time to test the integration by creating a new task in Todoist. Navigate to your Todoist dashboard and click on ‘Add Task’. Enter a task name and description, for example, ‘Check Integration’ and ‘Please check the integration of Todoist with Pabbly Connect’. Once complete, click ‘Add Task’.

After creating the task, return to Pabbly Connect. You should see a response indicating that the new task has been captured successfully. This response contains all the details of the task you just created, including the task name, description, and any other relevant data.

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4. Setting Up Hubstaff Action in Pabbly Connect

Now that you have successfully captured the task details from Todoist, the next step is to set up the action in Pabbly Connect that sends this data to Hubstaff. In the action window, search for ‘Hubstaff’ and select it as your application. Choose ‘Create Project’ as the action event to create a new project in Hubstaff based on the Todoist task.

• Select ‘Hubstaff’ as the action application.
• Choose ‘Create Project’ as the action event.
• Map the task name and description from Todoist to the project name and description in Hubstaff.

After mapping the necessary fields, click ‘Save and Send Test Request’. If everything is set up correctly, you will receive a positive response indicating that a new project has been created in Hubstaff with the same details as the Todoist task.

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5. Verifying the Integration in Hubstaff

To confirm that the integration is functioning properly, log into your Hubstaff account and navigate to the Project Management section. Here, you can view all projects created. You should see the newly created project named ‘Check Integration’, along with the description you provided in Todoist.

Repeat the process by adding another task in Todoist to further test the integration. Ensure that the task details appear in Hubstaff as a new project. This verification step is crucial to ensure that Pabbly Connect is successfully automating the workflow between Todoist and Hubstaff.

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Conclusion

By following these steps, you have successfully integrated Todoist with Hubstaff using Pabbly Connect. This automation allows you to create projects in Hubstaff automatically whenever a new task is added in Todoist, streamlining your workflow and enhancing productivity. Explore more integrations with Pabbly Connect to optimize your tasks further.

Learn how to automate sending WhatsApp messages for successful Instamojo payments using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the automation process, you need to access Pabbly Connect. This integration tool allows you to connect various applications seamlessly. Visit Pabbly Connect and create your account.

Once logged in, you will reach the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Instamojo to WhatsApp Automation’. This step is crucial as it sets the foundation for your automation process.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger that will initiate the automation. In this case, the trigger application is Instamojo. Select Instamojo from the list of applications available in Pabbly Connect.

• Choose the trigger event as ‘New Sale’.
• Copy the webhook URL provided by Pabbly Connect.
• Paste the webhook URL in the appropriate field in your Instamojo product settings.

After saving the settings in Instamojo, you will see a confirmation that the webhook is set up successfully. This integration ensures that every time a payment is made through Instamojo, it triggers the workflow in Pabbly Connect.

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3. Testing the Trigger with a Demo Purchase

After setting up the trigger, it’s essential to test it to ensure everything functions correctly. Perform a demo purchase on your Instamojo payment page using test details.

Once the demo purchase is completed, return to Pabbly Connect and check the response received section. You should see the details of the order, including the buyer’s name, email, and phone number. This confirms that the integration is working as intended.

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4. Setting Up Action to Send WhatsApp Messages

With the trigger tested successfully, the next step is to configure the action that sends a WhatsApp message. In this case, we will use AiSensy as the messaging platform. Select AiSensy from the list of applications in Pabbly Connect.

• Choose the action event as ‘Send Template Message’.
• Connect your AiSensy account by entering the API key.
• Map the required fields such as the customer’s phone number and message template.

After mapping all necessary fields, save the settings. This configuration allows Pabbly Connect to send an automated WhatsApp message every time a new sale occurs on Instamojo.

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5. Final Test and Automation Confirmation

Finally, conduct a test to ensure the WhatsApp message is sent correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. If everything is set up correctly, you should receive a confirmation message on WhatsApp.

This message will include details such as the customer’s name, the product purchased, and the expected delivery date. Once confirmed, your automation is complete, and you can now automate the process of sending WhatsApp messages for successful Instamojo payments effortlessly.

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Conclusion

Integrating Instamojo with AiSensy using Pabbly Connect allows you to automate sending WhatsApp messages for successful payments. This setup enhances customer communication and saves time on manual notifications.

Learn how to integrate Facebook Lead Ads with WhatsApp using Pabbly Connect to automate lead notifications effortlessly. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Facebook Lead Ads Integration

To get started with integrating Facebook Lead Ads data on WhatsApp, you first need to set up Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Begin by accessing the Pabbly Connect dashboard by visiting Pabbly.com/connect and creating your free account.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Get Facebook Leads Data on WhatsApp’ and then click on the ‘Create’ button. This will lead you to the workflow page where you can define the trigger and action for your integration.

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2. Choosing Facebook Lead Ads as the Trigger Application

In the workflow page of Pabbly Connect, the next step is to select Facebook Lead Ads as your trigger application. This is the event that will initiate the workflow whenever a new lead is captured. Choose the trigger event as ‘New Lead’ and ensure you select the option for instant capturing.

• Select ‘Facebook Lead Ads’ from the application list.
• Choose the trigger event ‘New Lead’.
• Click on ‘Connect’ to link your Facebook account.

After connecting, you will need to select the Facebook page and the lead form associated with your ads. This connection allows Pabbly Connect to capture leads directly from your Facebook Lead Ads.

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3. Testing the Lead Capture from Facebook

After setting up the trigger, it’s essential to test if Pabbly Connect is capturing data correctly. Click on the ‘Save and Send Test Request’ button. This action will prompt you to create a test lead using the Facebook Lead Ads testing tool.

Fill out the test lead form with details such as name and phone number, then submit it. Once submitted, check back in Pabbly Connect to see if the lead data has been captured successfully. You should see the details like first name, last name, email address, and phone number displayed on your workflow page.

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4. Connecting to WhatsApp Using AiSensy

Now that you have the lead data, the next step is to send this information to WhatsApp. For this, you will use the AiSensy application integrated through Pabbly Connect. Select AiSensy as your action application and choose the action event as ‘Send Message’.

• Connect AiSensy by adding a new connection.
• Input your AiSensy API key for authentication.
• Fill in the required fields such as campaign name and WhatsApp number.

After connecting, map the lead data captured from Facebook into the message template you’ve created in AiSensy. This allows for dynamic messaging where each lead’s information is personalized in the WhatsApp message.

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5. Finalizing the Integration and Testing

With everything set up, it’s time to finalize your integration. Ensure that the parameters for your message template in AiSensy are correctly mapped to the lead data from Facebook. This includes the lead’s name, email, and phone number.

Click on the ‘Save and Send Test Request’ button to send a test message to your WhatsApp. If successfully configured, you will receive a message on WhatsApp with the lead details formatted according to your template. This confirms that Pabbly Connect is effectively bridging the gap between Facebook Lead Ads and WhatsApp.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of getting Facebook Lead Ads data directly into WhatsApp. By following these steps, you can streamline your lead management and enhance communication with potential clients effortlessly.

Learn how to automate sharing Zoom recordings on WhatsApp using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Zoom Integration

To share Zoom recordings on WhatsApp, you need to set up Pabbly Connect. This powerful tool automates the sharing process, saving you time and effort. Start by visiting the Pabbly Connect dashboard and creating a free account.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Send Zoom Meeting Recordings on WhatsApp’. This workflow will be the backbone of your automation, triggering actions every time a meeting is completed.

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2. Configuring Zoom Trigger in Pabbly Connect

In this step, you will configure the Zoom trigger in Pabbly Connect. Select Zoom as your trigger application, ensuring that you choose the ‘Configure Webhooks’ option. This allows your workflow to respond instantly when a meeting is recorded.

• Search for ‘Zoom’ in the trigger application list.
• Select the ‘Configure Webhooks’ trigger event.
• Copy the provided webhook URL for use in Zoom settings.

Next, navigate to your Zoom account to create a webhook app. Follow the instructions in the developer section to paste this webhook URL, allowing Zoom to send meeting data to your Pabbly Connect workflow.

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3. Testing Zoom Integration with Pabbly Connect

Now that you have set up the Zoom trigger, it’s time to test the integration. Start a meeting in Zoom and ensure it is recorded to the cloud. Once the meeting ends, the recording will trigger the workflow in Pabbly Connect.

Check the response section in your Pabbly Connect workflow to confirm that the meeting data, including the recording link, is captured successfully. This data will be crucial for sending the recording to your registrants.

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4. Fetching Registrant Details from Zoom

After confirming that the Zoom trigger works, the next step is to fetch the registrant details using Pabbly Connect. This is done by adding an action step that connects back to Zoom.

• Select Zoom again as the action application.
• Choose ‘List Meeting Registrants’ as the action event.
• Map the Meeting ID from the previous step to fetch the correct registrants.

This action will retrieve the names and WhatsApp numbers of the participants, which are essential for sending the recordings. Ensure you have the WhatsApp numbers collected during registration to facilitate this automation.

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5. Sending Recordings via WhatsApp Using AiSensy

Finally, to send the recorded meeting link to your registrants, integrate AiSensy with Pabbly Connect. Choose AiSensy as the action application and select the ‘Send Template Message’ option.

Map the required fields, including the registrant’s WhatsApp number and the message template you created earlier. This template should include the meeting recording link, passcode, and personalized greetings for each participant.

After configuring the action, test it to ensure that the message is sent correctly. Once confirmed, your workflow will automatically send recordings to all registrants after each meeting.

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Conclusion

Using Pabbly Connect to integrate Zoom and AiSensy simplifies the process of sharing meeting recordings on WhatsApp. Automating this workflow enhances productivity and ensures timely communication with participants. Start using this integration today to streamline your meeting follow-ups.

Learn how to automatically send WhatsApp messages to Mailchimp subscribers using Pabbly Connect with this detailed tutorial. Follow the steps to integrate Mailchimp and AiSensy effectively.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Mailchimp Integration

To begin sending WhatsApp messages to Mailchimp subscribers, you must first set up Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are new, you can easily create an account by clicking on the ‘Sign Up for Free’ button.

Once logged in, navigate to Pabbly Connect and click on the blue ‘Create Workflow’ button. Name your workflow as ‘Mailchimp to WhatsApp’ and click ‘Create’. This will open two main sections: Trigger and Action.

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2. Choosing Mailchimp as the Trigger Event

In the Trigger section, select Mailchimp as your application. Click on the ‘Trigger Event’ dropdown and choose ‘New Subscriber’. This option is crucial as it will initiate the workflow whenever a new subscriber is added to your Mailchimp list.

Upon selecting the trigger, you will see a Webhook URL generated by Pabbly Connect. Copy this URL, as it will be used to establish a connection with Mailchimp.

• Log in to your Mailchimp account.
• Navigate to ‘Audience’ and select ‘Manage Audience’.
• Click on ‘Settings’ and then ‘Webhooks’.
• Create a new webhook by pasting the copied URL.

Ensure you select the appropriate options to receive notifications for new subscribers. Save the settings to establish the connection successfully.

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3. Capturing the Response from Mailchimp

After setting up the webhook in Mailchimp, return to Pabbly Connect and click on ‘Recapture Response’. This action is essential to verify that the connection between Mailchimp and Pabbly Connect is established correctly.

To test this, fill out a sample subscription form in Mailchimp. Once submitted, Pabbly Connect will capture the subscriber’s details, including their name, email address, and WhatsApp number, allowing you to confirm that the integration is working.

• Ensure the subscriber’s information is displayed correctly in Pabbly Connect.
• Check for any errors in the data capture process.
• Confirm that the subscriber’s WhatsApp number is included.

Once you verify that the data is captured correctly, you can proceed to set up the action event for sending WhatsApp messages.

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4. Setting Up the Action Event with AiSensy

In the Action section of Pabbly Connect, select AiSensy as the application. Choose ‘Send Template Message’ as the action event, which allows you to send customized WhatsApp messages to your subscribers.

To connect AiSensy with Pabbly Connect, you will need to provide an API key. This key can be found in your AiSensy account under the ‘Manage’ section. Copy the API key and paste it into the required field in Pabbly Connect.

Navigate to AiSensy and click on ‘Manage’. Select ‘API Key’ and copy your unique key. Return to Pabbly Connect and paste the API key to establish the connection.

After successfully connecting AiSensy, you will be prompted to fill in additional details such as campaign name and mobile number for the WhatsApp message. Ensure all fields are accurately filled to facilitate message delivery.

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5. Testing the Integration

With the workflow set up in Pabbly Connect, it’s time to test the integration. Fill in the required fields for the WhatsApp message, including the subscriber’s name and email address. Ensure that the template message is correctly formatted to include personalized elements.

After filling in the details, save the configuration and send a test request. Check the response status to confirm that the message was sent successfully to the subscriber’s WhatsApp number.

Verify that the message appears in the subscriber’s WhatsApp inbox. Check the content of the message for accuracy. Ensure that all personalized fields are populated correctly.

Once confirmed, your integration between Mailchimp and WhatsApp via Pabbly Connect is complete, allowing you to automate communication with your subscribers efficiently.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to seamlessly send WhatsApp messages to Mailchimp subscribers. By following the steps outlined, you can automate your communication process and enhance subscriber engagement through personalized messaging.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that your subscribers receive timely acknowledgments and updates via WhatsApp. Start integrating today for improved communication efficiency!

Learn how to integrate JotForm with AiSensy using Pabbly Connect to send WhatsApp messages automatically on new form submissions. 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. Access Pabbly Connect for Integration

To start the integration process with Pabbly Connect, first, visit the Pabbly website. Click on the ‘Sign Up Free’ or ‘Sign In’ button at the top right corner. After signing in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

Once you are in Pabbly Connect, locate the ‘Create Workflow’ button. Here, name your workflow something descriptive like ‘JotForm to WhatsApp’ and click on the ‘Create’ button to proceed. This sets up the foundation for sending WhatsApp messages based on JotForm submissions.

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2. Set Up JotForm as the Trigger Application

In your newly created workflow on Pabbly Connect, you will see two sections: the trigger and action. Select JotForm as the trigger application. This allows Pabbly Connect to listen for new responses from your JotForm forms.

Next, choose the trigger event as ‘New Response’. This means that every time a new response is submitted in JotForm, it will trigger the action to send a WhatsApp message. Copy the webhook URL provided by Pabbly Connect to connect it with JotForm.

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

Now, head over to your JotForm dashboard, go to the settings of your form, and find the integrations section. Here, search for ‘Webhook’ and paste the copied URL. Complete the integration, which will allow Pabbly Connect to receive data whenever a new form is submitted.

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3. Test the JotForm Integration

After setting up the webhook, it’s important to test the integration to ensure Pabbly Connect is receiving the data correctly. Fill out the JotForm with a sample submission, including fields like name, email, and WhatsApp number. Submit the form to see if Pabbly Connect captures this data.

Return to the Pabbly Connect dashboard, and you should see the new response captured by the webhook. It will display the details such as the first name, last name, email ID, and WhatsApp number. This confirms that your JotForm is successfully connected to Pabbly Connect.

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4. Set Up WhatsApp as the Action Application

Now that you have confirmed the integration with JotForm, it’s time to set up the action application. Select ‘WhatsApp by AiSensy’ as the action application in Pabbly Connect. This will enable you to send WhatsApp messages based on the data received from JotForm.

Choose the action event as ‘Send Template Message’. You will need to connect your AiSensy account by providing the API key. To find the API key, log in to your AiSensy account and navigate to the ‘Manage’ section. Copy the API key and paste it back into Pabbly Connect to establish the connection.

• Select WhatsApp by AiSensy as the action application.
• Choose ‘Send Template Message’ as the action event.
• Provide the API key from AiSensy.

Once connected, you will need to fill out the details for the message you want to send. This includes the campaign name, template name, and the mobile number of the recipient. Map the fields from JotForm to ensure the correct data is sent in the WhatsApp message.

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5. Send WhatsApp Message on New Form Submission

Finally, with everything set up, it’s time to send a WhatsApp message using Pabbly Connect. Fill in the required fields such as campaign name and template name. Use the mapped data from JotForm to personalize the message for the recipient.

After filling in the details, click on ‘Save and Send Test Request’. If everything is configured correctly, you should see a success message, and the WhatsApp message will be sent to the specified number. Check the recipient’s WhatsApp to confirm that the message has been delivered successfully.

This entire process demonstrates how Pabbly Connect streamlines the integration between JotForm and WhatsApp, allowing for efficient communication with customers upon form submission.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate JotForm with AiSensy to send WhatsApp messages automatically. By following the outlined steps, you can efficiently manage customer communications and enhance response times. This integration not only saves time but also improves engagement with your audience.

Learn how to generate Razorpay payment links using Pabbly Connect and Pabbly Connect for seamless payment processing. 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 to Set Up Workflow

To generate a Razorpay payment link upon Pabbly Form Builder form submission, you first need to access Pabbly Connect. Start by visiting Pabbly.com and signing up for an account if you don’t have one, or log in to your existing account.

Once logged in, navigate to your dashboard and click on ‘Create Workflow’. Name your workflow, such as ‘Pabbly Form Builder to Razorpay’, and click on the ‘Create’ button. This sets up the foundation for your automation process.

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2. Setting Up Trigger for Pabbly Form Builder

In this step, you will set up the trigger that captures form submissions from Pabbly Form Builder. In the trigger window, search for ‘Pabbly Form Builder’ and select it. Then, choose the trigger event as ‘New Form Submission’.

• Select the ‘New Form Submission’ event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Pabbly Form Builder and open the form you want to integrate.
• In the form settings, select ‘Integrations’ and then create a new webhook.
• Paste the copied webhook URL and save the settings.

After saving, your Pabbly Form Builder is now connected to Pabbly Connect. Test this connection by submitting a sample form entry. You should see the submission data reflected in your Pabbly Connect workflow.

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3. Generating Payment Link with Razorpay

After setting up the trigger, the next step is to generate a payment link using Razorpay through Pabbly Connect. In the action window, search for ‘Razorpay’ and select it. Choose the action event as ‘Create Payment Link’.

You will need to establish a connection between your Razorpay account and Pabbly Connect. To do this, you must provide your API Key ID and API Key Secret from your Razorpay account. You can find these in the settings of your Razorpay dashboard under the API section.

• Enter the API Key ID and Secret in the respective fields.
• Specify the amount for the payment link in the smallest currency unit (e.g., 499 for ₹4.99).
• Select the currency (e.g., INR) and enter a description for the payment link.

Once you have filled in all required fields, save the connection. This will enable Pabbly Connect to communicate with Razorpay and generate the payment link automatically.

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4. Sending Payment Link to Customer

After generating the payment link, the next step is to send it to the customer. In the Razorpay action settings, you will find options to send notifications via SMS or email. Choose your preferred method for sending the payment link. using Pabbly Connect

Map the customer details from the form submission response to the Razorpay action fields. This includes the customer’s name, email address, and phone number. Ensure that you have mapped these fields correctly to send the payment link to the right recipient.

Select the notification method (SMS or Email). Map the customer name, email, and phone number fields from the form submission. Configure any additional settings, such as reminders or expiry time for the payment link.

Once everything is set, save your changes. The payment link will now be sent automatically to the customer upon form submission, streamlining your payment process.

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5. Conclusion

In this tutorial, we explored how to generate a Razorpay payment link on Pabbly Form Builder form submission using Pabbly Connect. By automating this process, you can save time and enhance customer experience by sending payment links instantly.

With Pabbly Connect, integrating various applications like Razorpay and Pabbly Form Builder becomes seamless, allowing businesses to focus on growth rather than manual tasks.

Start using Pabbly Connect today to automate your workflows and improve your business efficiency!

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