Author: Nitin Maheshwari

Learn how to automate student enrollment in Zenler and create new contacts in HubSpot CRM using Pabbly Connect with this detailed step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To automate the enrollment of students in Zenler and create new contacts in HubSpot CRM, you will first need to set up Pabbly Connect. This platform enables seamless integration between various applications without requiring any coding skills.

Start by visiting the Pabbly website and navigating to the Pabbly Connect page. If you’re a new user, sign up for a free account. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Connecting ThriveCart with Pabbly Connect

In this step, you will connect ThriveCart to Pabbly Connect. This connection will allow Pabbly Connect to capture payment details whenever a student enrolls in a course.

After creating your workflow, select ThriveCart as your trigger application and choose the ‘Product Purchase’ event. Click on ‘Connect’ and enter your ThriveCart API key, which can be found in your ThriveCart account settings under API and Webhooks. Once connected, save and send a test request to ensure the connection is working.

• Select ThriveCart as the trigger application.
• Choose ‘Product Purchase’ as the trigger event.
• Enter the API key from ThriveCart settings.

Once the test request is successful, you can proceed to the next step of sending the captured data to Zenler.

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3. Enrolling the Student in Zenler via Pabbly Connect

Now that ThriveCart is connected, the next step involves enrolling the student into a course in Zenler using Pabbly Connect. This process ensures that all student information captured from ThriveCart is sent to Zenler.

Choose Zenler as the action application and select the ‘Enroll User to Course’ action event. Connect Zenler using your API key and school account name, which can be found in your Zenler account settings. Map the student details from ThriveCart, such as name and email, to enroll them in the specified course.

• Select Zenler as the action application.
• Choose ‘Enroll User to Course’ as the action event.
• Map student details from ThriveCart to Zenler.

This step ensures that the student is successfully enrolled in the course of your choice in Zenler.

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4. Creating a New Contact in HubSpot CRM

With the student now enrolled in Zenler, the next step is to create a new contact in HubSpot CRM using Pabbly Connect. This is crucial for maintaining a record of all students and their respective details.

Select HubSpot CRM as the action application and choose ‘Create a Contact with Basic Properties’ as the action event. Enter your HubSpot API key, which can be retrieved from your HubSpot account settings. Map the necessary details such as the student’s name, email, and phone number from ThriveCart to create the contact.

Select HubSpot CRM as the action application. Choose ‘Create a Contact with Basic Properties’ as the action event. Map student details from ThriveCart to HubSpot CRM.

This integration ensures that every new student is automatically added to your HubSpot CRM, streamlining your contact management process.

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5. Testing the Entire Integration Workflow

After setting up all connections, it’s essential to test the entire workflow using Pabbly Connect. This final step will ensure that every component works together seamlessly.

Make a test payment in ThriveCart to simulate a real transaction. Once the payment is completed, check both Zenler and HubSpot CRM to verify that the student is enrolled in the course and their details are added as a new contact. This test will confirm that your automation is functioning correctly.

By following these steps, you will have created an efficient automation process that saves time and reduces manual entry errors.

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Conclusion

Using Pabbly Connect, you can automate the student enrollment process in Zenler and create new contacts in HubSpot CRM effectively. This integration streamlines your workflow, saving you time and enhancing your productivity.

Learn how to automatically send project management training certificates to students on WhatsApp using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating the sending of project management training certificates, first, access Pabbly Connect. This platform enables seamless integration between various applications, including Google Forms and WhatsApp.

After signing in, navigate to the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and give it a name, such as ‘Send Certificates via WhatsApp’. This step is critical as it sets the foundation for your automation process.

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2. Setting Up Google Forms for Data Collection

Next, create a Google Form to collect the necessary data from students. This form will include fields such as name, email, and WhatsApp number. Using Pabbly Connect, you can easily link this form to your automation workflow.

• Create a new Google Form.
• Add fields for student details.
• Ensure the WhatsApp number field is included.

Once the form is ready, you can test it by submitting a sample response. This will help verify that the data is being collected accurately before connecting it with Pabbly Connect.

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3. Configuring the Workflow in Pabbly Connect

Now, return to Pabbly Connect and configure your workflow. Select Google Forms as the trigger app and choose the event as ‘New Response in Spreadsheet’. This allows Pabbly Connect to trigger actions based on form submissions.

Connect your Google account and select the specific form you created earlier. Once connected, you will see the option to test the trigger. This is crucial for ensuring that the correct data is pulled into Pabbly Connect.

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4. Sending Certificates via WhatsApp

After setting up the trigger, the next step is to send the certificate via WhatsApp. For this, select WhatsApp as the action app in Pabbly Connect. Choose the action event as ‘Send Template Message’.

• Connect your WhatsApp account to Pabbly Connect.
• Select the message template you want to use for sending certificates.
• Map the fields from Google Forms to the WhatsApp message template.

Once the mapping is complete, you can test this action to ensure that the certificate is sent correctly to the specified WhatsApp number. This step confirms that Pabbly Connect is effectively automating the process.

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5. Finalizing and Testing the Workflow

Finally, after setting up the entire workflow, it’s time to finalize and run a test. Ensure that all connections are active and the data flows smoothly from Google Forms to WhatsApp via Pabbly Connect.

Submit another test response through your Google Form and check if the corresponding certificate is sent to the WhatsApp number provided. This test will validate the entire process and confirm that Pabbly Connect is functioning as intended.

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Conclusion

In conclusion, using Pabbly Connect to automate sending project management training certificates via WhatsApp streamlines the entire process. By following the steps outlined, you can ensure efficient communication with your students and enhance the training experience.

Learn how to automate sending salon brochures to Facebook leads on WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Facebook Leads Integration

To start automating the process of sending your salon brochures to Facebook leads on WhatsApp, you need to access Pabbly Connect. Begin by opening your web browser and navigating to Pabbly.com. From the homepage, hover over the ‘Products’ tab and select ‘Connect’.

Next, create your free account by clicking on the ‘Sign Up Free’ button. If you already have an account, simply log in. After signing in, click on the ‘Access Now’ button under the Pabbly Connect panel to reach your dashboard where you can create workflows.

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2. Create a Workflow to Capture Facebook Leads

In this step, you will create a workflow in Pabbly Connect to capture leads from Facebook. Click on the ‘Create Workflow’ button and name it ‘Salon Brochure to Facebook Leads on WhatsApp’. This name will help you identify the workflow later.

Once the workflow is created, you will see two sections: Trigger and Action. For the trigger, select ‘Facebook Lead Ads’ as the application and choose ‘New Lead’ as the trigger event. After that, click on ‘Connect’ and select ‘Add New Connection’ to connect your Facebook account.

• Select the Facebook page associated with your salon.
• Choose the lead generation form that you have created.

After setting up the connection, click on ‘Save and Send Test Request’ to fetch the latest lead data from your Facebook lead form. This step ensures that your integration is working correctly.

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3. Send the Brochure to the Lead on WhatsApp

Now that you have captured the lead data, it’s time to send the salon brochure via WhatsApp using Pabbly Connect. For the action, select ‘360 Dialogue’ as the application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ and if it’s your first time, select ‘Add New Connection’.

You will need to provide your API key and domain name from your 360 Dialogue account. Once connected, select the message template you created for sending brochures. Ensure that your template is approved by WhatsApp to avoid message delivery issues.

• Map the recipient’s mobile number from the lead data you fetched earlier.
• Fill in the required fields in your template with dynamic data from the lead.

Finally, click on ‘Save and Send Test Request’ to send the brochure via WhatsApp. You should see a confirmation message indicating that the message was successfully sent.

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4. Test and Confirm Your Integration

To ensure that your integration works smoothly, it’s important to test it thoroughly. In Pabbly Connect, after sending the test request, check the WhatsApp account of the lead to confirm that the message with the brochure link has been received. This step verifies that the automation is functioning as intended.

If you encounter any issues, revisit the workflow to ensure all connections are properly set up and that the API key and template are correct. Testing helps you avoid problems when you start receiving actual leads from your Facebook ads.

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Conclusion

In this tutorial, you learned how to automate sending your salon brochures to Facebook leads on WhatsApp using Pabbly Connect. By following these steps, you can save time and streamline your lead communication process effectively. Start using Pabbly Connect today to enhance your salon’s outreach and customer service.

Learn how to use Pabbly Connect to automatically send your jewelry design catalogues to Facebook leads on WhatsApp. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To automate sending your jewelry design catalogues to Facebook leads on WhatsApp, you first need to access Pabbly Connect. Start by logging into your Pabbly Connect account and navigating to the dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button to initiate a new integration. This is where you will set up the automation between Facebook and WhatsApp using Pabbly Connect.

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2. Connecting Facebook Leads to Pabbly Connect

In this section, you will connect your Facebook account to Pabbly Connect. Select Facebook as your trigger application and choose the ‘New Lead’ trigger event. This allows Pabbly Connect to capture leads generated from your Facebook page.

• Log into your Facebook account through Pabbly Connect.
• Select the Facebook page associated with your jewelry shop.
• Authorize Pabbly Connect to access your Facebook leads.

After completing these steps, your Facebook leads will be ready to be sent to WhatsApp automatically through Pabbly Connect.

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3. Sending Messages via WhatsApp Using Pabbly Connect

Now that you have connected Facebook leads, it’s time to set up WhatsApp as your action application in Pabbly Connect. Select WhatsApp as your action application and choose the ‘Send Message’ action event.

Input the necessary details such as the message content and the recipient’s WhatsApp number. Ensure that you customize the message to include the jewelry design catalog information. With Pabbly Connect, you can use dynamic fields from your Facebook leads to personalize the message.

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4. Testing the Integration in Pabbly Connect

Once you have set up the message details, it’s crucial to test the integration. Pabbly Connect allows you to run a test to ensure that the message is sent correctly to WhatsApp. Click on the ‘Test’ button to initiate this process.

Check your WhatsApp account to confirm that the test message has been received. If successful, you will see the message appear in your chat. This confirms that Pabbly Connect is functioning as intended, automating the delivery of your jewelry design catalogues to leads.

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5. Finalizing Your Workflow in Pabbly Connect

After successfully testing the integration, it’s time to finalize your workflow. Make sure to turn on the workflow in Pabbly Connect to start sending messages automatically to new leads.

Regularly monitor the workflow to ensure everything runs smoothly. With Pabbly Connect, you can streamline your communication process and enhance your lead engagement significantly.

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Conclusion

In conclusion, using Pabbly Connect to send your jewelry design catalogues to Facebook leads on WhatsApp is a straightforward process. By following this tutorial, you can automate your lead communication effectively, ensuring timely delivery of your offerings to potential customers.

Learn how to create spa gift vouchers and send them to customers on WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Integration

To create spa gift vouchers and send them to customers on WhatsApp, you first need to set up Pabbly Connect. This platform is essential for automating the integration between different applications like Facebook, Typeform, and WhatsApp.

Begin by signing up for a free account on Pabbly Connect. After logging in, navigate to the ‘Connect’ section to start creating your automation workflow. Here are the steps to set up:

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Spa Gift Voucher Automation’).
• Select the trigger application (e.g., Typeform).

Once you have set up your workflow, you can move on to the next step, which involves connecting Typeform to gather customer information for the gift vouchers.

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2. Integrating Typeform with Pabbly Connect

Next, you will integrate Typeform with Pabbly Connect to collect customer data for the spa gift vouchers. This integration allows you to automatically capture responses from customers who fill out the Typeform.

To set up the integration, follow these steps:

• Select Typeform as the trigger application in Pabbly Connect.
• Choose the trigger event (e.g., ‘New Entry’).
• Connect your Typeform account by providing the API key.

After configuring the trigger, you can set up the necessary fields to collect customer information like name, email, and phone number. This data will be essential for creating and sending the gift vouchers.

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3. Creating the Gift Voucher Template

Once you have integrated Typeform with Pabbly Connect, the next step is to create a gift voucher template. This template will be used to generate personalized vouchers for each customer based on the data collected from Typeform.

Here’s how to create your gift voucher template:

Use a document editor like Word to design your voucher. Include placeholders for customer details (e.g., name, discount code). Save the template in a format compatible with Pabbly Connect.

This template will be automatically populated with customer data when the vouchers are created, ensuring a personalized experience for each recipient.

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4. Sending Vouchers via WhatsApp Using Pabbly Connect

The final step involves sending the generated gift vouchers to customers through WhatsApp using Pabbly Connect. This automation ensures that customers receive their vouchers promptly after filling out the Typeform.

To set up the WhatsApp integration, follow these steps:

Choose WhatsApp as the action application in Pabbly Connect. Select the action event (e.g., ‘Send Message’). Connect your WhatsApp account using the 360 Dialog API.

After connecting, you will configure the message format, including the gift voucher details, and specify the recipient’s phone number. This integration allows for seamless communication with customers, enhancing their experience.

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5. Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate the creation and sending of spa gift vouchers via WhatsApp. By integrating Typeform, Word, and WhatsApp, businesses can enhance customer engagement and streamline their operations.

Utilizing Pabbly Connect not only saves time but also ensures that customers receive their vouchers promptly and efficiently. Start using Pabbly Connect today to automate your workflows and improve customer satisfaction.

Learn how to receive WhatsApp alerts when your Shopify products go out of stock using Pabbly Connect. Follow this detailed step-by-step tutorial. 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 Shopify Integration

To receive WhatsApp alerts when a product goes out of stock in Shopify, the first step is to set up Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in. If you are new to Pabbly, you can sign up for a free account quickly.

Once logged in, go to the dashboard and click on the ‘Create Workflow’ button. Here, you will need to name your workflow; for example, you can name it ‘Shopify to WhatsApp’. This workflow will help you integrate Shopify with WhatsApp alerts through Pabbly Connect.

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2. Configuring Shopify Trigger Event in Pabbly Connect

After creating your workflow, the next step is to configure the trigger event in Pabbly Connect. In the trigger window, select ‘Shopify’ as the app and choose the event as ‘Product Updated’. This means that whenever a product’s stock is updated, it will trigger an action.

• Select Shopify as the app.
• Choose ‘Product Updated’ as the trigger event.
• Ensure all settings are correct before moving on.

Once you have configured the trigger, you will need to set up the webhook in your Shopify store. Navigate to Shopify settings, click on ‘Notifications’, and scroll down to ‘Webhooks’. Here, create a new webhook for product updates and paste the webhook URL provided by Pabbly Connect.

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3. Setting Up the Filter in Pabbly Connect

To ensure that you only receive alerts when a product goes out of stock, you need to set up a filter in Pabbly Connect. This filter will check if the inventory quantity is zero. In the action window, select ‘Filter by Pabbly’ and set the condition to check if the inventory quantity equals zero.

For this, you will map the inventory quantity from the Shopify data received by Pabbly Connect. This setup ensures that the WhatsApp alert is only triggered when the product is indeed out of stock.

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4. Sending WhatsApp Alerts Using Chat API

Once the filter is set up, the next step is to send the WhatsApp alert using Chat API through Pabbly Connect. In the action window, select ‘Chat API’ and choose the action event as ‘Send Message’. You will need to connect your Chat API account by providing the API URL and token.

• Enter the API URL and token from your Chat API account.
• Specify the phone number where the alert should be sent.
• Compose the message to be sent, including product details.

After configuring these settings, you can test the integration. If everything is set up correctly, you will receive a WhatsApp message notifying you that the product is out of stock.

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5. Conclusion: Successful Integration with Pabbly Connect

By following these steps, you can successfully set up an integration between Shopify and WhatsApp using Pabbly Connect. This allows you to receive timely alerts when your products go out of stock, helping you manage your inventory effectively.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances your business operations by ensuring you never miss a stock update. Start using Pabbly Connect today to automate your Shopify alerts!

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Learn how to create certificates and send them as PDFs to students via WhatsApp using Pabbly Connect in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Integrate Google Forms with Pabbly Connect

To start the process of creating certificates and sending them via WhatsApp, first, you need to integrate Google Forms with Pabbly Connect. This integration allows you to collect student data effectively. You will need to create a Google Form where students can input their details, such as their name and course completion date.

Once your Google Form is ready, follow these steps to connect it with Pabbly Connect:

• Open Pabbly Connect and click on ‘Create Workflow.’
• Select Google Forms as your trigger app.
• Choose the ‘New Response’ trigger event.
• Connect your Google account and select the form you created.

After completing these steps, Pabbly Connect will automatically capture responses from your Google Form, allowing you to move to the next integration step smoothly.

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2. Generate Certificates in Google Docs via Pabbly Connect

With the data collected from Google Forms, the next step is to generate certificates using Google Docs through Pabbly Connect. This process automates the creation of personalized certificates for each student based on their responses.

To set this up in Pabbly Connect, you will need to:

• Add a new action step in your workflow and select Google Docs as the action app.
• Choose ‘Create Document’ as the action event.
• Map the fields from Google Forms to your certificate template in Google Docs.
• Save the document in a designated Google Drive folder.

This will ensure that a personalized certificate is generated for each student automatically, utilizing their information from the form.

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3. Send Certificates via WhatsApp Using Pabbly Connect

Once the certificates are generated, the next step is to send them to students via WhatsApp using Pabbly Connect. This step ensures that students receive their certificates promptly and conveniently.

To send the certificates, follow these steps in Pabbly Connect:

Add another action step and select WhatsApp as the action app. Choose ‘Send Message’ as the action event. Map the WhatsApp number and the link to the generated certificate PDF. Customize the message you want to send along with the certificate link.

By completing these steps, Pabbly Connect will automatically send the certificate to each student via WhatsApp as soon as their form is submitted and their certificate is created.

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4. Test the WhatsApp Integration with Pabbly Connect

After setting up the workflow, it’s crucial to test the WhatsApp integration to ensure that everything is functioning correctly. This testing phase will help you verify that students receive their certificates without any issues.

To test the integration in Pabbly Connect:

Submit a test response through your Google Form. Check your Google Drive for the generated certificate. Verify that the WhatsApp message is sent with the correct certificate link.

If all tests are successful, your automation is ready to go live, ensuring a seamless experience for your students.

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5. Conclusion

In conclusion, using Pabbly Connect allows you to efficiently create and send certificates to students via WhatsApp. By integrating Google Forms, Google Docs, and WhatsApp, you can automate the entire process, saving time and enhancing student satisfaction.

This detailed guide on leveraging Pabbly Connect for certificate creation and distribution highlights the importance of automation in educational settings. Start using this powerful tool today to streamline your processes!

Learn how to automatically share your baby products brochure on WhatsApp when customers fill your website form using Pabbly Connect and Pabbly Connect. 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. Access Pabbly Connect to Start Your Integration

To automatically share your baby products brochure on WhatsApp when customers fill your website form, you first need to access Pabbly Connect. Begin by navigating to the Pabbly website and signing up for a free account if you haven’t already.

Once logged in, click on the Pabbly Connect panel and then select the Create Workflow button. Name your workflow something like ‘Baby Products Brochure from Elementor Form to WhatsApp’ and click Create. This will set the stage for connecting your Elementor form to WhatsApp through Pabbly Connect.

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2. Set Up Webhook in Pabbly Connect

The next step involves setting up a webhook in Pabbly Connect. This webhook will capture data from your Elementor form submissions. In the workflow you created, select the trigger app as Pabbly Connect and choose the event as New Form Submission.

• Copy the generated webhook URL.
• Go to your WordPress editor and edit the Elementor form.
• In the form settings, find the Actions After Submit section and add a Webhook.
• Paste the copied webhook URL and update the form.

After updating, return to Pabbly Connect to check that it’s waiting for a response from the webhook. This indicates that the connection is ready to capture data from new form submissions.

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3. Collect Data from Elementor Form in Pabbly Connect

Now that the webhook is set up, it’s time to test the integration by filling out the Elementor form on your website. Enter the necessary details such as name and contact information. Make sure to click the button that says Send Brochure on My WhatsApp.

Once the form is submitted, return to Pabbly Connect to see if the data has been captured. You should see all the information you entered in the previous step. This confirms that your Elementor form is successfully sending data to Pabbly Connect.

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4. Send Brochure to WhatsApp Using 360 Dialog

Next, you will set up the action to send the brochure via WhatsApp. In Pabbly Connect, select the action app as 360 Dialog and choose the action event as Send Template Message. This is where you will configure the message that will be sent to the customer.

• Connect your 360 Dialog account by entering your API key and domain name.
• Select the message template you created in 360 Dialog.
• Map the recipient’s mobile number and other dynamic fields in the template.

After configuring these settings, click on Save and Send Test Request to ensure the message is sent to the customer’s WhatsApp. You should receive a confirmation message indicating that the integration is successful.

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5. Finalize Your Automation with Pabbly Connect

With the setup complete, you can now save your workflow in Pabbly Connect. This automation allows you to send your baby products brochure to customers automatically whenever they fill out the form on your website.

Additionally, Pabbly Connect allows you to run this workflow multiple times a month under the free account, making it a cost-effective solution for your business needs. You can also clone this workflow for other use cases as necessary, enhancing your automation capabilities.

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Conclusion

In summary, using Pabbly Connect and Pabbly Form Builder, you can easily automate the process of sharing your baby products brochure on WhatsApp when customers fill out your website form. This integration not only saves time but also improves customer engagement by providing instant information.

Learn how to share your boutique online flyer on WhatsApp with customers using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 Integration

To start sharing your boutique online flyer on WhatsApp, first, access Pabbly Connect. This platform will enable seamless integration between your website form and WhatsApp.

Begin by signing in to your Pabbly Connect account. If you do not have an account, create one quickly. Once logged in, navigate to the ‘Create Workflow’ section to set up your automation.

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2. Creating a Workflow to Capture Form Submissions

In this step, you will create a workflow that captures form submissions from your website. Use Pabbly Connect to automate this process effectively.

• Select the ‘Google Forms’ as your trigger application.
• Choose the trigger event as ‘New Response in Spreadsheet’.
• Connect your Google account and select the specific form you want to track.

After setting this up, click on the ‘Save’ button. Your workflow is now ready to capture any submissions made through your website form.

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3. Integrating WhatsApp to Send Messages Automatically

Next, integrate WhatsApp through Pabbly Connect to send automated messages to customers who fill out your form. This step is crucial for maintaining engagement with your clients.

For this, select ‘WhatsApp Web’ as your action application. Choose the action event as ‘Send Message’. You will need to connect your WhatsApp account to Pabbly Connect to proceed.

• Map the fields from your Google Form to the WhatsApp message.
• Customize the message content to include customer details and a link to your online flyer.
• Test the message to ensure it sends correctly.

Once you have set this up, your customers will receive a WhatsApp message automatically after submitting the form, enhancing their experience.

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4. Testing Your Integration for Effectiveness

It’s essential to test the integration to ensure everything functions as expected. Use Pabbly Connect to verify that the workflow is working correctly.

Submit a test entry through your website form. After submission, check your WhatsApp to see if the message was received. This step is crucial to confirm that the integration between Google Forms and WhatsApp via Pabbly Connect is successful.

If the message is received, your setup is complete. If not, revisit the workflow settings to troubleshoot any issues.

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5. Conclusion: Automate Your Customer Engagement

By using Pabbly Connect, you can efficiently share your boutique online flyer with customers via WhatsApp whenever they fill out your website form. This automation not only saves time but also enhances customer interaction.

Implementing this integration allows you to maintain a consistent communication channel with your clients, ensuring they receive timely updates and information about your offerings.

Start using Pabbly Connect today to streamline your customer engagement process and boost your boutique’s visibility!

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Learn how to send digital ID cards to participants on WhatsApp automatically on form submission using Pabbly Connect and Pabbly Connect. 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. Introduction to Pabbly Connect for Sending Digital ID Cards

Pabbly Connect is a powerful automation tool that facilitates the integration of various applications. In this tutorial, you will learn how to send digital ID cards to participants via WhatsApp automatically upon form submission using Pabbly Connect.

This process involves using Pabbly Form Builder to create a form where participants can enter their details. Once the form is submitted, Pabbly Connect will trigger the sending of digital ID cards through WhatsApp, ensuring seamless communication with all participants.

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2. Setting Up Your Form with Pabbly Form Builder

To begin, log into your Pabbly Connect account and navigate to the Pabbly Form Builder. Here, you will create a new form specifically for collecting participant information.

• Select ‘Create New Form’ and give it a title relevant to your conference.
• Add fields such as Name, Email, Phone Number, and Organization.
• Customize the form settings to ensure it meets your needs.

Once your form is ready, publish it to make it accessible to participants. This form will be the starting point for collecting the necessary information before sending the digital ID cards via WhatsApp using Pabbly Connect.

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3. Integrating Pabbly Connect to Automate WhatsApp Messages

After setting up your form, the next step involves integrating Pabbly Connect to automate the process of sending WhatsApp messages. Start by creating a new workflow in Pabbly Connect.

In the workflow, select the trigger event as ‘Form Submission’ from Pabbly Form Builder. This will allow Pabbly Connect to listen for new submissions. Next, you will specify the action to send a WhatsApp message.

• Choose WhatsApp as the application for the action step.
• Map the fields from the form submission to the WhatsApp message, such as the participant’s name and organization.
• Test the workflow to ensure that the message is sent successfully upon form submission.

This integration allows you to automatically send digital ID cards to participants via WhatsApp, enhancing their experience and ensuring timely communication.

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4. Testing and Finalizing Your Automation

With your workflow set up, it’s crucial to test the entire process to ensure everything works smoothly. Submit a test entry through your Pabbly Form Builder form and monitor the workflow in Pabbly Connect.

Check if the WhatsApp message is being sent correctly with the digital ID card attached. If the message appears as expected, your automation is functioning properly. If there are any issues, revisit the mapping and settings in Pabbly Connect.

Once everything is confirmed to be working, finalize the setup. Share the form link with participants and inform them that they will receive their digital ID cards via WhatsApp upon submission.

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5. Conclusion: Streamlining Communication with Pabbly Connect

By utilizing Pabbly Connect and Pabbly Form Builder, you can streamline the process of sending digital ID cards to participants on WhatsApp automatically. This automation not only saves time but also ensures that your participants receive their information promptly.

Implementing this integration enhances the overall experience for participants and showcases the efficiency of using Pabbly Connect for automation tasks. Start automating today to improve communication in your events!

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