Author: Nitin Maheshwari

Learn how to seamlessly integrate Salesforce with Stripe using Pabbly Connect. This step-by-step tutorial covers all the necessary steps for automating record creation. 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. Accessing Pabbly Connect for Integration

To integrate Salesforce with Stripe using Pabbly Connect, start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one for free in just a few minutes. Once logged in, you will be directed to the dashboard where you can create new workflows.

Click on the ‘Create Workflow’ button and enter a name for your workflow, such as ‘Create Record in Salesforce from Stripe Payments’. This name should reflect the purpose of your integration. After naming your workflow, click on the ‘Create’ button to proceed to the next step.

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2. Setting Up the Trigger for Stripe Payments

In this step, you will set up the trigger in Pabbly Connect that initiates the workflow when a new payment is made in Stripe. Select Stripe as your trigger application and choose the trigger event as ‘New Charge Succeeded’. This event will activate the workflow whenever a charge is successfully processed.

• Select ‘New Charge Succeeded’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Go to your Stripe dashboard and navigate to the ‘Developers’ section.
• Under ‘Webhooks’, add a new endpoint using the copied URL.

Once you have set up the webhook, perform a test transaction in Stripe to ensure that Pabbly Connect receives the payment details. This step confirms that the connection between Stripe and Pabbly Connect is working correctly.

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3. Connecting Salesforce to Pabbly Connect

Now that you have set up Stripe as your trigger, it’s time to connect Salesforce to Pabbly Connect. Select Salesforce as the action application and choose the action event as ‘Create Record’. This action will create a new record in Salesforce whenever a payment is received through Stripe.

Click on ‘Connect’ to establish a connection with Salesforce. You will be prompted to authorize Pabbly Connect to access your Salesforce account. After granting permission, select the Salesforce object you want to create a record in, such as ‘Contact’ or ‘Lead’.

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4. Mapping Data to Create a Salesforce Record

Once Salesforce is connected, you will need to map the data from the Stripe payment to the corresponding fields in Salesforce. In Pabbly Connect, click on the fields to map data such as the customer’s first name, last name, email, and other relevant details.

• Map the customer’s email address to the Email field in Salesforce.
• Map the customer’s name by splitting the full name into first and last names if necessary.
• Include additional fields like city and state as needed.

After mapping the required fields, click on ‘Save & Send Test Request’ to create a test record in Salesforce. Check Salesforce to confirm that the record has been created successfully with all the mapped details.

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5. Finalizing the Integration Workflow

After successfully creating a test record in Salesforce, you can finalize your workflow in Pabbly Connect. Ensure that all mappings are correct and that the workflow is set to active. This means that every time a new payment is processed in Stripe, a corresponding record will automatically be created in Salesforce.

With this integration, you can streamline your business processes and improve efficiency. Whenever a customer makes a payment, their details will be captured and stored in your Salesforce account without any manual intervention.

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Conclusion

In this tutorial, we explored how to integrate Salesforce with Stripe using Pabbly Connect. By automating the record creation process, you can save time and reduce errors. This integration allows you to manage customer data efficiently, enhancing your overall business operations.

Learn how to automatically send WhatsApp messages to new Salesforce contacts using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Salesforce WhatsApp Integration

To start sending WhatsApp messages to new Salesforce contacts, the first step is setting up Pabbly Connect. This platform serves as the bridge between Salesforce and WhatsApp.

Begin by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and name it, for example, ‘Salesforce to WhatsApp’. This workflow will automate the process of sending messages.

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2. Connecting Salesforce to Pabbly Connect

In this section, you will connect your Salesforce account to Pabbly Connect. To do this, locate the trigger window in your workflow and select Salesforce as the application.

Choose the trigger event as ‘New Contact’. This event will allow Pabbly Connect to detect when a new contact is added in Salesforce. After that, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to log into your Salesforce account to authorize the connection.

• Log into your Salesforce account.
• Click on ‘Allow’ to grant access permissions.
• Test the connection to ensure it works.

Once connected, you can test the integration by creating a new contact in Salesforce. This will allow Pabbly Connect to pull the details of the new contact for the next steps.

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3. Creating a New Contact in Salesforce

After establishing the connection, the next step is to create a new contact in Salesforce. This is essential for testing the integration.

Navigate to the Contacts section in Salesforce and click on the ‘New’ button. Fill in the required details such as name, phone number, and email address. Make sure to save the contact after entering the information. Once saved, return to Pabbly Connect and click on ‘Save and Send Test Request’ to fetch the newly created contact details.

• Enter the contact name (e.g., Demo User).
• Add a mobile number for WhatsApp messaging.
• Provide an email address if necessary.

After fetching the test request, you will see all the details of the new contact in Pabbly Connect for the next integration step.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that you have successfully pulled the new contact details, it’s time to send a WhatsApp message through Pabbly Connect. In the action window of your workflow, select ‘Interact’ as the application.

Choose the action event as ‘Send WhatsApp Template Message’. Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the secret key from your Interact account to establish this connection. Once connected, you will proceed to map the contact’s mobile number and other details.

Map the mobile number from the Salesforce response. Enter the template code name for the WhatsApp message. Specify the language code (e.g., ‘en’ for English).

After entering all the necessary details, click on ‘Save and Send Test Request’. You should receive a confirmation response indicating that the WhatsApp message was successfully sent to the new contact.

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5. Conclusion: Automating WhatsApp Messages with Pabbly Connect

By following these steps, you can seamlessly automate the process of sending WhatsApp messages to new Salesforce contacts using Pabbly Connect. This integration allows for efficient communication and enhances customer engagement.

Utilizing Pabbly Connect not only simplifies the process of connecting different applications but also ensures that your new contacts receive timely welcome messages. Start automating your workflows today and improve your business efficiency!

Learn how to integrate Razorpay and Sendinblue using Pabbly Connect to automate customer creation seamlessly. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process between Razorpay and Sendinblue, first, access Pabbly Connect. This platform enables seamless automation between various applications. You can create a free account on Pabbly Connect to get started.

Once you have signed up, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on ‘Create Workflow’ and name it appropriately, such as ‘Sendinblue to Razorpay Integration’. This setup will allow you to automate customer creation in Razorpay whenever a new contact is added in Sendinblue.

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2. Setting Up Trigger Event in Pabbly Connect

In your new workflow on Pabbly Connect, you will need to set up a trigger event. This event will activate the automation whenever a new contact is added to Sendinblue. To do this, search for the Sendinblue app in the trigger window and select it.

• Choose the trigger event as ‘New Contact Added to a List’.
• Pabbly Connect will generate a webhook URL for you.
• Copy this URL to connect it to your Sendinblue account.

Next, log into your Sendinblue account, navigate to the Contacts page, and go to Settings. Under Webhooks, add a new webhook by pasting the copied URL and selecting the event for when a contact is added to a list. This setup will ensure that every new contact in Sendinblue is sent to Pabbly Connect.

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3. Retrieving Contact Details from Sendinblue

After setting up the trigger, the next step in Pabbly Connect is to retrieve the details of the newly created contact. This is crucial because you want to ensure that all relevant information is available for the next action.

In the action window, select Sendinblue again and choose the action event as ‘Get a Contact Information’. You will need to connect your Sendinblue account by entering your API key, which you can find in the SMTP & API section of your Sendinblue account.

• Map the email address of the new contact to retrieve their details.
• Once the mapping is complete, click on ‘Save and Send Test Request’ to verify the details.

Upon successful retrieval, you will see the contact details including first name, last name, email, and mobile number in the Pabbly Connect interface. This information is essential for creating a customer in Razorpay.

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4. Creating Razorpay Customer with Retrieved Details

Now that you have retrieved the contact details using Pabbly Connect, the next step is to create a customer in Razorpay. For this, add another action step in your workflow and select Razorpay as the app.

Choose the action event ‘Create Customer’ and connect your Razorpay account using the API key and secret. You can find these in your Razorpay account under API Keys. After connecting, you will need to map the details retrieved from Sendinblue into the respective fields for name, email, and mobile number.

Map the first name and last name as the customer’s name. Map the email address and mobile number accordingly. Select how to handle existing customers based on your preference.

Once all details are mapped, click on ‘Save and Send Test Request’. If successful, you will see the customer created in your Razorpay account, confirming that the automation is working effectively.

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5. Testing the Automation Workflow

To ensure everything is functioning correctly, it’s essential to test the automation created with Pabbly Connect. Create a new contact in your Sendinblue account with unique details and observe the process.

After creating the contact, refresh your Razorpay account to see if the new customer appears. The details should match exactly as entered in Sendinblue, confirming that the integration is seamless and effective.

This real-time testing demonstrates how Pabbly Connect can efficiently automate workflows between applications. With this setup, every new contact in Sendinblue will automatically create a corresponding customer in Razorpay, enhancing your operational efficiency.

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Conclusion

Integrating Razorpay with Sendinblue using Pabbly Connect allows for efficient automation of customer management. By following the steps outlined above, you can ensure that every new contact in Sendinblue is seamlessly added as a customer in Razorpay, saving time and reducing manual errors.

Learn how to create WordPress draft posts from Gmail emails using Pabbly Connect. Follow this step-by-step tutorial to automate your blogging process. 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 Gmail and WordPress Integration

To create a WordPress draft post from an email, you will first need to set up Pabbly Connect. Start by visiting the Pabbly Connect landing page where you can sign up for free. This platform will allow you to automate the process of converting emails into draft posts.

Once you have signed up and logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to initiate your automation process. Give your workflow a suitable name and then click the ‘Create’ button to proceed.

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2. Configuring Email Parser in Pabbly Connect

The next step involves configuring the Email Parser within Pabbly Connect. This feature will capture the emails you receive in your Gmail account. To do this, select the Email Parser as your trigger application.

• Select the Email Parser option in Pabbly Connect.
• Copy the provided email address for forwarding.
• Set up forwarding in your Gmail settings using this address.

After setting up the forwarding, you will receive a sample email which will help in configuring the workflow. Make sure to verify the forwarding address in Gmail to ensure everything is working correctly.

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3. Capturing Email Content for Draft Creation

With the Email Parser set up, the next step is to capture the content from the emails that will trigger the creation of a draft post in WordPress. In Pabbly Connect, click on ‘Recapture Email Response’ to capture an email that contains the content for your draft.

Send an email to the forwarding address you set up earlier, making sure the subject includes a specific keyword, such as ‘WordPress Post Title’. Once the email is captured, you will see the details in Pabbly Connect including the subject and body text.

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4. Filtering Emails to Create Draft Posts

To ensure that only relevant emails create draft posts, you will need to apply a filter in Pabbly Connect. This filter will check if the subject of the incoming email contains specific keywords.

• Select the Filter option in Pabbly Connect.
• Map the subject label from the captured email.
• Set the filter type to ‘Contains’ and specify the keyword.

If the filter condition is met, the workflow will proceed to create a draft post in WordPress. This ensures that only relevant emails will be processed.

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5. Creating a Draft Post in WordPress

Finally, to create the draft post in WordPress, select WordPress as your action application in Pabbly Connect. Choose the action event as ‘Create a Post’ and connect your WordPress account by entering your credentials.

Map the necessary fields such as post title and content from the captured email. Set the post status to ‘Draft’ so that it is saved as a draft and not published immediately. After completing these steps, test your workflow to ensure that a draft post is created successfully in your WordPress account.

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Conclusion

Using Pabbly Connect to automate the creation of WordPress draft posts from Gmail emails can greatly enhance your blogging efficiency. By following these steps, you can easily convert your email ideas into draft posts without any manual effort.

Learn how to automate Instagram post scheduling using MySQL with Pabbly Connect. Follow our step-by-step guide 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 Instagram Scheduling

To schedule Instagram posts using MySQL, start by accessing Pabbly Connect. This integration automation tool allows you to manage your social media efficiently. First, sign up for a free account on the Pabbly Connect website and log in to your dashboard.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For example, you can name it ‘Instagram Post Scheduler’. After naming, click on 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 set up a trigger to automate your Instagram post scheduling. Select the ‘Schedule by Pabbly’ option as your trigger application. This feature allows you to run your workflow based on a specific schedule. using Pabbly Connect

• Choose the frequency of the workflow execution, such as daily, weekly, or monthly.
• Select the specific time for the workflow to run, for example, 6 PM daily.

After configuring the schedule, click on the ‘Save’ button. This will ensure that your workflow is set to run automatically at the specified time.

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3. Connecting MySQL to Pabbly Connect

Next, you will connect your MySQL database to Pabbly Connect. Search for ‘MySQL’ in the action app section and select it. Choose the action event as ‘Get Rows’ to retrieve data from your MySQL database.

Click on the ‘Connect’ button and select ‘Add New Connection’. You will need to enter your database credentials, including the database username, password, host address, database name, and port number (typically 3306). After filling in these details, click ‘Save’ to establish the connection.

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4. Fetching Data from MySQL for Instagram Posts

Once your MySQL connection is established, select the table from which you want to fetch data. For this tutorial, we will use the table named ‘insta_post’. Specify the column that contains the posting date. using Pabbly Connect

• Ensure that the date column is correctly mapped to retrieve posts scheduled for today.
• Test the connection to verify that data is being fetched correctly from the MySQL table.

Click on ‘Save and Send Test Request’ to ensure the data is fetched accurately. This step is crucial for confirming that your workflow will post the correct content to Instagram.

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5. Posting to Instagram with Pabbly Connect

In the final step, you will connect your Instagram for Business account to Pabbly Connect. Search for ‘Instagram for Business’ and select the action event as ‘Publish Photo’. This allows you to post the fetched data directly to your Instagram account.

After connecting, you will need to map the URL of the photo and the caption from the MySQL data. This ensures that each post is customized according to the data stored in your database.

Once everything is set up, click on ‘Save and Send Test Request’. This will create a test post on your Instagram account. After refreshing your Instagram profile, you will see the new post with the caption and photo you specified in your MySQL database.

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Conclusion

By following this tutorial, you can successfully schedule Instagram posts using MySQL with the help of Pabbly Connect. This automation allows you to manage your social media efficiently without manual intervention, streamlining your posting process.

Learn how to post new tweets from a MySQL database using Pabbly Connect. This tutorial covers all the steps needed for seamless integration with Twitter.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin posting new tweets from a MySQL database, access Pabbly Connect. This platform is essential for automating the integration between your MySQL database and Twitter.

After logging into your Pabbly Connect account, navigate to the dashboard. Here, you will find a blue button labeled ‘Create Workflow’. Click this button to start setting up your automation.

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2. Setting Up MySQL as the Trigger Application

In this step, you will set MySQL as the trigger application in Pabbly Connect. The trigger event will be when a new row is added to your MySQL database.

Follow these steps to configure MySQL as your trigger:

• Select MySQL as the trigger application.
• Choose the event type as ‘New Row’.
• Connect your MySQL account by entering your username, password, host details, database name, and port.

Once you have successfully connected, select the specific table from which you want to fetch data. Ensure you choose the table that contains your tweet data.

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3. Adding New Row to MySQL Database

After setting up MySQL as the trigger, you need to add a new row containing the tweet details. This row will be fetched by Pabbly Connect to create a tweet.

To add a new row, follow these steps:

• Enter the tweet message in the designated column.
• Specify the date in the required format.
• Click on ‘Go’ to insert the row into the MySQL database.

Once the row is added, return to Pabbly Connect and click on ‘Save and Send Test Request’ to fetch the newly added data.

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4. Configuring Twitter as the Action Application

Now that you have your MySQL trigger set up, it’s time to configure Twitter as the action application in Pabbly Connect. The action event will be to create a tweet using the data fetched from MySQL.

To set this up, select Twitter as your action application and choose the event type as ‘Create Tweet’. You will need to connect your Twitter account by providing the Client ID and Client Secret.

Follow these steps for the Twitter connection:

Obtain your Client ID and Client Secret from your Twitter Developer account. Paste the Client ID and Client Secret into the respective fields in Pabbly Connect. Authorize the connection to allow Pabbly Connect access to your Twitter account.

Once connected, map the tweet message from the previous step to the message field in Twitter.

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5. Testing the Integration to Post Tweets

With everything configured, it’s time to test your integration. In this step, you will verify whether Pabbly Connect can successfully create a tweet using the data from your MySQL database.

To perform the test, click on ‘Save and Send Test Request’ in the Twitter action setup. Once the request is sent, check the response to confirm that a tweet has been created.

Follow these steps to complete the test:

Review the response from Twitter to ensure it indicates success. Visit your Twitter profile to confirm the tweet appears as expected. If successful, your integration is complete!

This testing phase confirms that your workflow is functioning correctly and that Pabbly Connect is effectively bridging your MySQL database and Twitter.

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Conclusion

In this tutorial, we demonstrated how to post new tweets from a MySQL database using Pabbly Connect. By following the steps outlined, you can automate your Twitter posts seamlessly. This integration enhances your ability to manage tweets directly from your database.

Learn how to automate email notifications for new SendinBlue contacts using Pabbly Connect. Step-by-step tutorial with specific integration details. 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 set up email notifications when a new SendinBlue contact is added to a list, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect website.

On the landing page, you will see options to sign in or sign up for free. If you are an existing user, simply click on the sign-in button. New users can quickly sign up in less than two minutes.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow.

For this integration, name it ‘Send Email Notification When a New SendinBlue Contact is Added to List’ and click on create. This sets the stage for the trigger and action events needed for your automation.

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3. Setting Up the Trigger with SendinBlue

In the workflow setup, you will configure your trigger application as SendinBlue. Select SendinBlue as your trigger application and choose the event ‘New Contact Added to a List’.

Pabbly Connect will provide you with a webhook URL that acts as a bridge between SendinBlue and Pabbly Connect. Copy this URL and head over to your SendinBlue account.

• Navigate to the ‘Settings’ section in SendinBlue.
• Click on ‘Webhooks’ and then select ‘Add a New Webhook’.
• Paste the copied webhook URL and check the event for when a contact is added to a list.

After saving the webhook, return to Pabbly Connect to test the submission. This will help in capturing data from the newly created contact.

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4. Configuring the Action to Send Email via Gmail

After the trigger is set, the next step is to configure the action application. Select Gmail as your action application in Pabbly Connect and choose the action event ‘Send Email’.

Pabbly Connect will require you to connect your Gmail account. Click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Gmail account.

• Map the recipient’s email address from the data received from SendinBlue.
• Fill in the sender’s name, email subject, and email content.
• You can personalize the email content by including the recipient’s first and last name.

Once all fields are filled, click on save and send a test request to ensure the email is sent successfully.

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5. Testing Your Integration in Real-Time

To confirm that your integration works, go back to SendinBlue and create a new contact using the subscription form you have set up. Fill in the required fields and click subscribe.

Once the subscription is confirmed, check your Gmail inbox. You should receive the welcome email sent through Pabbly Connect, confirming that the integration is successful.

This process demonstrates how effectively Pabbly Connect automates the workflow between SendinBlue and Gmail, allowing you to send timely notifications to new contacts.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate email notifications for new SendinBlue contacts added to a list. By following the steps outlined, you can streamline your communication and enhance user engagement.

Learn how to automate sending WhatsApp messages when a Razorpay refund is processed using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Razorpay with WhatsApp, first, access Pabbly Connect by visiting the official website. Here, you can either sign in if you are an existing user or sign up if you are new. This platform will facilitate the entire automation process for sending WhatsApp messages when a Razorpay refund is processed.

Once signed in, navigate to the dashboard where you can see various applications. Click on Pabbly Connect to proceed. From the dashboard, select the ‘Create Workflow’ button. This initiates the setup for your integration.

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2. Creating a New Workflow in Pabbly Connect

When you click on ‘Create Workflow’, a dialog box will appear prompting you to name your workflow. Name it something descriptive, such as ‘Send WhatsApp Messages When Razorpay Refund is Processed’. This name will help you identify the workflow later on.

After naming the workflow, you’ll have to set up the trigger and action applications. Select Razorpay as the trigger application and choose the event ‘Refund Processed’. This is crucial as it will activate the workflow whenever a refund is issued.

• Select Razorpay as the trigger application.
• Choose the event ‘Refund Processed’.
• Copy the generated webhook URL for future use.

After setting this up, you will see a webhook URL. This URL acts as a bridge between Razorpay and Pabbly Connect, allowing it to collect data when a refund is processed.

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3. Configuring the Webhook in Razorpay

Next, you need to configure the webhook in Razorpay. Go to your Razorpay account settings and navigate to the Webhooks section. Here, you will add a new webhook by pasting the URL you copied from Pabbly Connect. This step is essential for enabling communication between the two platforms.

In the webhook settings, set the event to ‘Refund Processed’. Once you save the webhook, Razorpay will send data to Pabbly Connect every time a refund is processed. You will be prompted to perform a test submission to ensure everything is set up correctly.

• Access Razorpay account settings.
• Navigate to Webhooks and add a new webhook.
• Paste the webhook URL from Pabbly Connect.

Once the webhook is saved, you can proceed to test the integration by processing a refund in Razorpay. This will confirm that the data is being sent to Pabbly Connect.

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4. Sending WhatsApp Messages Using Pabbly Connect

After confirming that the webhook is working, you can set up the action to send WhatsApp messages. In Pabbly Connect, add a new action step and select the application that will send WhatsApp messages. This is typically done through a service like Interact.

Connect your Interact account by entering the necessary credentials, including a secret key. Once connected, you will configure the message details. This includes mapping the recipient’s phone number, the template code for the message, and any dynamic variables like refund amount and product name.

Select Interact as the action application. Map the recipient’s phone number and message template. Include dynamic variables for personalized messages.

After filling in all required fields, send a test message to confirm that the integration is functioning as expected. This test will show you if the WhatsApp message is successfully delivered to the recipient upon a refund.

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5. Testing the Integration for Success

To ensure everything is set up correctly, you should conduct a live test of the integration. Go back to Razorpay and issue a refund. This will trigger the webhook you configured in Pabbly Connect, which should then send a WhatsApp message to the user notifying them of the refund.

Monitor the response in Pabbly Connect to verify that the message was sent successfully. You should see the details of the refund and the confirmation that the WhatsApp message was delivered. This step is crucial to ensure that your automation works seamlessly.

If the message is received, your integration is complete, and you can now automate sending WhatsApp messages for every refund processed through Razorpay. This integration saves time and enhances customer communication.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages when a Razorpay refund is processed using Pabbly Connect. By following the steps outlined, you can automate customer notifications effectively, improving your service delivery and customer satisfaction.

Learn how to automate sending WhatsApp messages when a new contact is added to a SendinBlue list using Pabbly Connect in this detailed 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 send WhatsApp messages when a new SendinBlue contact is added, first, access Pabbly Connect. Start by navigating to the Pabbly Connect website.

Once on the landing page, click on the ‘Sign In’ button if you’re an existing user. If you’re new, you can sign up here. After signing in, click on the ‘Access Now’ button for Pabbly Connect to reach the dashboard.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, locate the blue ‘Create Workflow’ button on the right side. Click on it to open a dialog box where you can name your workflow. For this integration, name it ‘Send WhatsApp Messages When a New SendinBlue Contact is Added to List’ and click ‘Create’.

• Click on the ‘Trigger’ option.
• Select ‘SendinBlue’ as the trigger application.
• Choose ‘New Contact Added to List’ as the trigger event.

After selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect SendinBlue with Pabbly Connect.

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3. Setting Up SendinBlue Webhook

Next, head over to your SendinBlue account. Go to the ‘Contacts’ section and click on ‘Settings’ on the left sidebar. From there, select ‘Webhooks’, and click on ‘Add a New Webhook’. Paste the copied webhook URL from Pabbly Connect into the designated field.

Ensure that the webhook is set to trigger when a contact is added to a list, then click ‘Add’. This step connects SendinBlue with Pabbly Connect, allowing it to send data when a new contact is added.

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4. Testing the Integration with Pabbly Connect

Now, it’s time to test the integration. Go back to Pabbly Connect and perform a test submission to ensure data is received. Create a new contact in SendinBlue using your form with fields like first name, last name, email, and phone number.

• Fill out the form with the required details.
• Submit the form to add the contact to your SendinBlue list.
• Check Pabbly Connect for the received response.

If successful, you will see the contact details reflected in Pabbly Connect. This confirms that the integration is working correctly.

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5. Sending WhatsApp Messages Using Pabbly Connect

After confirming the data receipt, it’s time to set up the action application to send WhatsApp messages. Select ‘Interact’ as your action application. Choose ‘Send WhatsApp Template Message’ as the action event and connect it to Pabbly Connect.

To establish this connection, you will need a secret key from your Interact account. Once you have the key, fill in the required fields, including the phone number with the country code and the template code name. Map the first name and last name to personalize the message.

Finally, click on ‘Save and Send Test Request’. If everything is configured correctly, you will receive a WhatsApp message confirming the integration is successful. This completes the workflow setup using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages whenever a new contact is added to a SendinBlue list using Pabbly Connect. By following these steps, you can automate your communication effectively, ensuring timely responses to your contacts.

Learn how to automate sending WooCommerce order confirmations on WhatsApp to customers and vendors using Pabbly Connect in this step-by-step tutorial. 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. Accessing Pabbly Connect for Automation

To automate sending WooCommerce order confirmations via WhatsApp, start by accessing Pabbly Connect. This platform is essential for integrating various applications like WooCommerce and WhatsApp Cloud API.

Log in to your Pabbly Connect account. If you don’t have one, create a free account in just a few minutes. Once logged in, click on the blue button labeled ‘Create Workflow’ to begin your automation setup.

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2. Creating Your Workflow in Pabbly Connect

After clicking ‘Create Workflow’, name your workflow something like ‘Send WooCommerce Order Confirmation’. This name helps identify the automation you are building. using Pabbly Connect

• Select the trigger application as WooCommerce.
• Choose the trigger event as ‘New Order’.
• Click on ‘Connect’ to establish the connection.

This step is crucial as it sets up the initial trigger for your automation. When a new order is placed in WooCommerce, it will trigger the subsequent actions defined in your workflow.

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3. Setting Up the WooCommerce Webhook

Next, you need to configure the WooCommerce settings to send data to Pabbly Connect. Navigate to the WooCommerce settings and find the ‘Advanced’ section.

In the ‘Advanced’ section, click on ‘Webhooks’. Click on ‘Add Webhook’ and fill in the required fields:

• Webhook Name: Connection with Pabbly
• Status: Active
• Topic: Order Created

Finally, paste the webhook URL provided by Pabbly Connect and save the webhook. This action allows WooCommerce to send order details to your Pabbly Connect workflow whenever a new order is placed.

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4. Configuring WhatsApp Messages via Pabbly Connect

Now, it’s time to set up the action that sends WhatsApp messages. In Pabbly Connect, add a new action step and select the Interact application, which utilizes the WhatsApp Cloud API.

Choose the action event as ‘Send WhatsApp Message’. You will need to connect your Interact account by providing the necessary credentials, including the secret key from the Interact documentation. This connection is vital for sending messages through WhatsApp.

Map the customer’s WhatsApp number from the WooCommerce order details. Set the message template to confirm the order. Include dynamic variables such as customer name and order details.

After setting up the message content, save the action. This step ensures that customers receive a confirmation message on WhatsApp immediately after placing an order.

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5. Testing and Finalizing Your Automation

To ensure everything works correctly, conduct a test by placing a dummy order in your WooCommerce store. Once the order is placed, check Pabbly Connect to see if the order details are captured accurately.

After confirming that the order details are received, you can finalize the automation by sending a test WhatsApp message to verify that the customer receives the confirmation as expected. Repeat this process for sending notifications to the vendor.

Place a dummy order in WooCommerce. Check Pabbly Connect for order details. Send test messages to both customer and vendor.

Once you confirm that both messages are sent successfully, your automation is complete, and you can sit back and relax as Pabbly Connect takes care of the rest!

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Conclusion

In conclusion, using Pabbly Connect to automate sending WooCommerce order confirmations via WhatsApp is a straightforward process. By following these steps, you can enhance customer communication and streamline vendor notifications.

With this setup, every new order placed will trigger automatic WhatsApp messages, ensuring timely updates for both customers and vendors. Start automating today with Pabbly Connect!