Author: Nitin Maheshwari

Learn how to send WhatsApp notifications for WooCommerce orders using Pabbly Connect and WhatsApp Cloud API in this detailed tutorial. 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. Setting Up Pabbly Connect to Send WhatsApp Notifications

To send WhatsApp notifications for WooCommerce orders, you will first need to set up Pabbly Connect. Start by creating an account on Pabbly Connect by visiting Pabbly.com/connect. Once registered, sign in to your account.

After logging in, click on the blue button labeled ‘Create Workflow’. Name your workflow, for instance, ‘Send WhatsApp Notifications on Every WooCommerce Order’, and click ‘Create’. This will initiate the integration process to connect WooCommerce with WhatsApp notifications using Pabbly Connect.

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2. Integrating WooCommerce with Pabbly Connect

The next step involves integrating WooCommerce with Pabbly Connect. Choose WooCommerce as the app for your trigger event. Select the trigger event as ‘New Order Created’. This means that whenever a new order is placed in WooCommerce, it will trigger the workflow.

• Log into your WooCommerce account.
• Navigate to WooCommerce settings, then to the Advanced tab.
• Select Webhooks and click on ‘Add Webhook’.

After adding the webhook, paste the webhook URL provided by Pabbly Connect in the delivery URL field. Set the status to active and save the webhook. This setup will allow Pabbly Connect to capture order data whenever a new order is created in WooCommerce.

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3. Setting Up WhatsApp Cloud API

Now that WooCommerce is integrated with Pabbly Connect, you need to set up your WhatsApp Cloud API account. Go to developers.facebook.com and create an app. Once the app is created, generate a permanent access token.

Make sure to note down the phone number ID and WhatsApp Business Account ID, as you will need these to connect WhatsApp with Pabbly Connect. This step is crucial for sending WhatsApp messages through the Cloud API, enabling you to send notifications directly to customers.

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4. Connecting WhatsApp Cloud API to Pabbly Connect

With both WooCommerce and WhatsApp Cloud API set up, it’s time to connect them through Pabbly Connect. Choose WhatsApp Cloud API as your action app and select the action event as ‘Send Template Message’. This action will allow you to send predefined messages to your customers.

• Input your temporary access token, phone number ID, and WhatsApp Business Account ID.
• Click on ‘Save’ to establish the connection.
• Select the message template you created earlier.

Once the connection is established, Pabbly Connect will facilitate sending WhatsApp notifications to customers upon order placement, ensuring they receive timely updates about their purchases.

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5. Testing the Automation

After setting up the integration, it’s essential to test the automation. Place a test order in your WooCommerce store and monitor whether the WhatsApp notification is sent successfully. With Pabbly Connect, you can easily check the captured order data and ensure everything is functioning correctly.

Upon placing the order, you should receive a WhatsApp message confirming the order details. This message will include the customer’s name, product ordered, and estimated delivery date. The automation process will now work seamlessly, sending notifications for every new order placed.

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Conclusion

In this tutorial, we explored how to send WhatsApp notifications for WooCommerce orders using Pabbly Connect and WhatsApp Cloud API. By following the steps outlined, you can automate customer notifications, enhancing communication and improving customer satisfaction. Start using Pabbly Connect today to streamline your e-commerce operations and keep your customers informed!

Learn how to connect your Graphy account to ActiveCampaign with Pabbly Connect. Step-by-step tutorial to automate your email marketing. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Set Up Integration

To begin connecting your Graphy account to ActiveCampaign, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account in just a few minutes, which gives you access to 100 free automation tasks each month.

Once you have signed up and logged in, you will reach the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to initiate the integration process. This is the foundation for automating the connection between Graphy and ActiveCampaign.

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2. Create a Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, the next step is to create a workflow. Name your workflow something like ‘Graphy to ActiveCampaign Integration’ for clarity. This name will help you identify the workflow later.

• Click on the ‘Create’ button to proceed.
• Set the trigger event to ‘New Learner Created’ in Graphy.
• This will ensure that whenever a new student signs up, it triggers the workflow.

Your workflow is now set up to listen for new sign-ups on Graphy. This is where Pabbly Connect plays a crucial role in facilitating the automation between the two applications.

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3. Set Up Trigger in Graphy

For the integration to work, you need to set up the trigger in Graphy through Pabbly Connect. Go to the integrations section in your Graphy dashboard and find the third-party integrations option. Look for Pabbly Connect and select the ‘New Learner Created’ event checkbox.

Once selected, a webhook URL will be generated. Copy this URL and paste it into the webhook field in Graphy. This webhook URL is essential as it allows Graphy to communicate with Pabbly Connect and send data about new learners.

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4. Connect to ActiveCampaign in Pabbly Connect

Now that you have set up the trigger, it’s time to define the action in Pabbly Connect. Search for ActiveCampaign in the action step and select the ‘Create a Contact’ action event. This action will add the new learner as a contact in ActiveCampaign.

• You will need to connect your ActiveCampaign account by entering your API key and URL.
• Find the API key in the developer section of your ActiveCampaign account settings.
• Make sure to format the URL correctly by removing the ‘https://’ part.

With these steps, Pabbly Connect will seamlessly add each new learner from Graphy into your ActiveCampaign account as a contact, streamlining your email marketing efforts.

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5. Test the Integration and Finalize Setup

Once everything is set up, it’s important to test the integration to ensure it works correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will attempt to create a new contact in ActiveCampaign using the test data received from Graphy.

After running the test, check your ActiveCampaign contacts to verify that the new learner has been added. If successful, you will see the new contact reflecting in your ActiveCampaign dashboard. This confirms that the integration is functioning as intended, allowing for automatic updates from Graphy to ActiveCampaign without manual input.

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Conclusion

In this tutorial, we explored how to connect your Graphy account to ActiveCampaign using Pabbly Connect. By following the steps outlined, you can automate the process of adding new learners as contacts in ActiveCampaign, enhancing your email marketing strategy. This integration saves time and ensures that your marketing efforts are always up-to-date.

Learn how to automate sending WhatsApp messages to new WordPress users using Pabbly Connect. Step-by-step guide to set up the integration seamlessly. 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 begin integrating WhatsApp with your WordPress site, you must first access Pabbly Connect. This platform allows for seamless automation between various applications. Start by visiting Pabbly Connect and signing up for a free account. Once logged in, you will be directed to the dashboard where you can create your automation workflows.

Click on the ‘Create Workflow’ button, and name your workflow, such as ‘Send WhatsApp Messages to New WordPress Users’. After naming your workflow, click on the ‘Create’ button to proceed. This sets the stage for your automation, allowing Pabbly Connect to handle the integration between WordPress and WhatsApp.

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2. Setting Up the WordPress Trigger in Pabbly Connect

In this step, you will define the trigger event for your workflow. Select WordPress as your trigger application and choose the event ‘User Registers’. This means that every time a new user registers on your WordPress site, the workflow will be activated. Pabbly Connect will provide you with a webhook URL that you will use to connect your WordPress site.

• Search for WordPress in the trigger application field.
• Select the trigger event ‘User Registers’.
• Copy the provided webhook URL for later use.

Next, you need to set up the Webhook in your WordPress site. Install the WP Webhooks plugin, navigate to its settings, and add the webhook URL under the ‘User Created’ section. This allows your WordPress site to send registration data to Pabbly Connect whenever a new user registers.

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3. Testing User Registration to Capture Data

After setting up the webhook, it’s time to test the integration. You need to manually register a new user on your WordPress site to generate a test submission. Fill out the registration form with the necessary details, including the user’s WhatsApp number. Once the form is submitted, Pabbly Connect will capture the registration data sent from the webhook.

Check the workflow in Pabbly Connect to see if the test data has been received successfully. You should see the user’s details, including their name and WhatsApp number. This confirms that the connection between WordPress and Pabbly Connect is functioning correctly.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

Now that the user registration data is captured, the next step is to set up WhatsApp Cloud API in your workflow. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’. This setup allows Pabbly Connect to send a personalized message to the newly registered user on WhatsApp.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account by filling in the required fields.

To connect your WhatsApp Cloud API, you will need a permanent access token and the phone number ID. Once connected, select the message template you created earlier. This template will be used to send a welcome message to the new user. Pabbly Connect will automatically map the user’s name and WhatsApp number to the message template fields, ensuring a personalized experience.

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5. Finalizing the Integration and Testing

With everything set up, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to test the entire workflow. This will send the personalized WhatsApp message to the new user based on the data captured from the registration process.

Check the WhatsApp account associated with the new user to verify that the message has been received. The message should contain the user’s name and any other personalized information included in the template. This confirms that the integration is working as intended, and new users will receive their welcome messages automatically in the future.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate WhatsApp Cloud API with WordPress for sending automated welcome messages to new users. By following these steps, you can streamline your communication and enhance user engagement on your WordPress site.

Learn how to automatically send PDF files from Google Sheets to WhatsApp using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Setting Up the Pabbly Connect Workflow

To begin sending PDF files automatically from Google Sheets to WhatsApp, you need to set up a workflow in Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account that gives you 100 free automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. Assign a suitable name for your workflow, such as ‘Send PDF Files on WhatsApp from Google Sheets’. After naming your workflow, click the ‘Create’ button to load the workflow page.

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2. Setting Up the Trigger in Google Sheets

The first step in the automation process is to set up the trigger in Pabbly Connect. Choose Google Sheets as the trigger application and select the trigger event as ‘New or Updated Spreadsheet Rows’. This trigger will activate whenever a new row is added to your Google Sheets.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Rows.
• Copy the webhook URL provided by Pabbly Connect.

Now, navigate to your Google Sheets and install the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet to see the new options.

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3. Initial Setup in Google Sheets

After installing the Pabbly Connect Webhooks add-on, you need to perform the initial setup. Click on Extensions > Pabbly Connect Webhooks > Initial Setup. In the webhook URL field, paste the URL you copied earlier.

Next, specify the trigger column, which is the last column where you will enter data to trigger the automation. For this example, let’s say the trigger column is Column E. After entering the webhook URL and trigger column, click on ‘Submit’ to save your settings.

• Paste the webhook URL in the designated field.
• Set the trigger column to Column E.
• Click ‘Submit’ to finalize the setup.

By completing this initial setup, you have successfully connected Google Sheets to Pabbly Connect, allowing it to capture data from your spreadsheet.

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4. Connecting to WhatsApp Cloud API

Next, you will configure the action step in your Pabbly Connect workflow to send messages via WhatsApp. Choose WhatsApp Cloud API as the action application and select the action event as ‘Send Text Message’. Click on ‘Connect’ to set up the connection. using Pabbly Connect

To establish this connection, you will need your WhatsApp Cloud API credentials, including the permanent access token, phone number ID, and WhatsApp Business Account ID. These can be found in the Meta Developer application for WhatsApp.

Select WhatsApp Cloud API as the action application. Choose ‘Send Text Message’ as the action event. Enter the required WhatsApp API credentials.

Once you have entered the credentials, you can map the recipient’s phone number and the message content. Make sure the phone number includes the country code and does not have a plus sign.

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5. Testing the Automation

After setting up the WhatsApp Cloud API connection, it’s time to test your automation. Send a test request to ensure everything is working correctly. Click on ‘Save and Send Test Request’ in Pabbly Connect.

If the setup is correct, you will see a confirmation message, and the PDF file will be sent to the specified WhatsApp number. This automation will now run automatically whenever a new row is added to your Google Sheets, sending the PDF file to the recipient’s WhatsApp.

Click ‘Save and Send Test Request’ to initiate the test. Check your WhatsApp for the message confirmation. Ensure the PDF link is included in the message.

This successful test confirms that your automation is set up correctly through Pabbly Connect, allowing seamless communication through WhatsApp.

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Conclusion

In this tutorial, we demonstrated how to automatically send PDF files from Google Sheets to WhatsApp using Pabbly Connect. By following the outlined steps, you can efficiently manage your customer communications and streamline your workflow.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your operational efficiency. Start automating your processes today!

Learn how to send wedding invitations on WhatsApp using Pabbly Connect and WhatsApp Official Cloud API with this detailed step-by-step tutorial. 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 Wedding Invitations

To send wedding invitations via WhatsApp, you first need to set up Pabbly Connect. This integration tool connects various applications, allowing you to automate tasks effortlessly. Start by visiting Pabbly.com/connect to create your account, which provides 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Invitations on WhatsApp’. This initial setup is crucial as it lays the foundation for your automation process. After naming your workflow, you will be directed to the workflow page where you can set triggers and actions.

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2. Configuring Google Sheets as the Trigger in Pabbly Connect

For this automation, the trigger will be Google Sheets, where you will input the guest details. Select Google Sheets as the trigger application and choose the event ‘New or Updated Spreadsheet Row’. This setup means that whenever a new row is added to your Google Sheet, it will trigger the workflow. using Pabbly Connect

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

Next, you need to connect this webhook to your Google Sheet. Click on ‘Extensions’ in Google Sheets, then go to ‘Add-ons’ and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet to see the new add-on.

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3. Initializing Webhook in Google Sheets

After refreshing your Google Sheet, navigate to the Pabbly Connect Webhooks add-on, and select ‘Initial Setup’. Here, you’ll paste the webhook URL you copied earlier and specify the trigger column. In this case, the trigger column will be the last data entry column where you will input guest information. using Pabbly Connect

Type the letter corresponding to your trigger column (e.g., ‘B’ for the second column). This setup ensures that as soon as you enter data into this column, the automation will activate and send invitations via WhatsApp.

• Paste the webhook URL in the designated field.
• Specify the trigger column (e.g., B).

After completing these steps, go back to Pabbly Connect and click on ‘Test Submission’ to ensure the connection is working. If successful, you will see the data from your Google Sheet reflected in Pabbly Connect.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

Now that your Google Sheets trigger is configured, the next step is to set up the WhatsApp Cloud API in Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’. This step is vital as it determines how invitations will be sent to guests.

To connect with WhatsApp Cloud API, you will need your token key, phone number ID, and business ID. These can be obtained from your WhatsApp API setup on the Meta for Developers page. Enter these details in Pabbly Connect to establish the connection.

Select WhatsApp Cloud API and the action event ‘Send Template Message’. Fill in your token key, phone number ID, and business ID. Save your connection settings.

Once connected, you can create message templates in your WhatsApp API setup. These templates will be used to format the wedding invitations sent to guests. Ensure that your templates are approved by WhatsApp before use.

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5. Sending Wedding Invitations via WhatsApp

With everything set up, you can now send wedding invitations through WhatsApp using Pabbly Connect. In the action step, select the message template you created for invitations. Map the recipient’s mobile number and fill in the required fields such as the name of the guest, date, time, and venue of the wedding.

After mapping the fields, click on ‘Save and Send Test Request’ to send a test message. This will help you verify that everything is working correctly and that the invitations are being sent as intended.

Select the message template for the wedding invitation. Map the recipient’s mobile number and other required fields. Click ‘Save and Send Test Request’ to verify the setup.

Upon successful testing, your workflow will be ready to send invitations automatically to all guests listed in your Google Sheet. This integration streamlines the process, ensuring that invitations are sent efficiently and accurately through WhatsApp.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending wedding invitations via WhatsApp using the WhatsApp Official Cloud API. By integrating Google Sheets with WhatsApp, you can effortlessly manage and send invitations to multiple guests. This automation not only saves time but also enhances the overall guest experience.

Learn how to automate sending WhatsApp messages on Google Forms submissions using Pabbly Connect and WhatsApp Cloud API. Follow our detailed guide! 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 Google Forms and WhatsApp Integration

To start integrating Google Forms with WhatsApp, you need to access Pabbly Connect. First, create an account at Pabbly.com. This platform allows you to automate tasks effortlessly without any coding skills.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow (e.g., ‘Google Forms to WhatsApp’) and hit ‘Create’. This will open the workflow page where you can set up triggers and actions.

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2. Creating a Trigger for Google Forms in Pabbly Connect

The next step is to set up a trigger in Pabbly Connect. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This will activate the workflow whenever a new form submission occurs.

• Select Google Forms from the app list.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for further use.

After setting up the trigger, you will need to connect your Google Form to Pabbly Connect. Go to your Google Form responses spreadsheet, click on ‘Extensions’, then ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Paste the webhook URL in the designated field and specify the trigger column (usually the last column where data is entered).

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3. Sending WhatsApp Messages Using WhatsApp Cloud API

After configuring the trigger, the next step in Pabbly Connect is to set up the action to send a WhatsApp message. Select ‘WhatsApp Cloud API’ as your action application and choose the action event as ‘Send Template Message’.

To connect to the WhatsApp Cloud API, you will need to input your permanent access token, phone number ID, and WhatsApp Business Account ID. These can be obtained from your Meta developer account. Once connected, select the message template you created earlier for sending messages.

• Choose ‘Send Template Message’ as the action event.
• Input your WhatsApp Cloud API credentials.
• Select the template you want to use for the message.

Ensure that you map the recipient’s WhatsApp number and any other variables in the message body to personalize the message for each user.

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4. Testing the Google Forms to WhatsApp Integration

With everything set up in Pabbly Connect, it’s time to test the integration. Fill out your Google Form to create a test submission. This will trigger the workflow you created.

After submitting the form, check Pabbly Connect for the received data. You should see the details from the form submission appear, confirming that the trigger is working correctly. Then, send a test message to verify that the WhatsApp message is sent as intended.

Once you confirm that the message has been sent successfully, your automation is complete and ready for use. From now on, every new form submission will trigger a WhatsApp message to the user automatically.

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5. Conclusion: Automate Your Communication with Pabbly Connect

Integrating Google Forms with WhatsApp using Pabbly Connect allows you to automate your communication efficiently. By following the steps outlined in this guide, you can ensure that every form submission triggers an immediate WhatsApp message to your users.

This automation not only saves time but also enhances user engagement by providing instant responses. Get started today with Pabbly Connect to streamline your workflows and improve customer communication.

Learn how to automatically collect responses from WhatsApp Official Cloud API into Google Sheets using Pabbly Connect. Step-by-step tutorial 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. Setting Up Pabbly Connect for WhatsApp and Google Sheets Integration

To collect responses from WhatsApp Official Cloud API to Google Sheets, the first step is to set up Pabbly Connect. This integration platform allows you to automate tasks between different applications without any coding skills. Start by creating a free account on Pabbly Connect and log in to access the dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button. You can name your workflow, for instance, ‘WhatsApp to Google Sheets’. This will help you identify the automation you are setting up later on.

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2. Configuring the Trigger with Pabbly Connect

The next step involves setting up the trigger for your workflow. In Pabbly Connect, select the app as WhatsApp Cloud API and choose the trigger event as ‘New Message Notification’. This event will start the workflow every time a new message is received.

• Choose WhatsApp Cloud API as the trigger application.
• Select ‘New Message Notification’ as the trigger event.
• Copy the webhook URL provided for further configuration.

After copying the webhook URL, you will need to set up the WhatsApp Cloud API to connect with this URL. This step is crucial for capturing the messages sent to your WhatsApp number.

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3. Configuring WhatsApp Cloud API with Facebook Developer

To link WhatsApp with Pabbly Connect, access the Facebook Developer portal. Create a new app and navigate to the WhatsApp section. Here, you will need to paste the webhook URL you copied earlier into the callback URL field.

• Go to the configuration settings of your app.
• Paste the webhook URL in the callback URL field.
• Enter the verify token as instructed in the Pabbly Connect documentation.

After saving these settings, subscribe to the messages event to ensure that Pabbly Connect can capture incoming messages. This is essential for the automation to function properly.

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4. Capturing Data and Integrating with Google Sheets

Once the WhatsApp Cloud API is set up, you can proceed to capture the incoming messages in Pabbly Connect. After sending a test message to your WhatsApp number, you will see the data reflected in your Pabbly Connect workflow.

The next step is to add the action to save this data into Google Sheets. Select Google Sheets as the application and choose the action event ‘Add a New Row’. Connect your Google account and select the spreadsheet where you want to store the messages.

Select Google Sheets as the action application. Choose ‘Add a New Row’ as the action event. Map the fields from WhatsApp messages to the corresponding columns in Google Sheets.

Finally, test the integration by sending another message to your WhatsApp number and verify if the data is added correctly to your Google Sheets.

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5. Real-Time Automation with Pabbly Connect

With the integration complete, Pabbly Connect will now automatically add any new WhatsApp messages to your Google Sheets in real-time. This automation saves time and ensures that all customer interactions are logged efficiently.

Whenever a message is received, it will be captured by Pabbly Connect and stored in your designated Google Sheets. This allows your team to monitor customer inquiries and feedback seamlessly.

To summarize, the steps to automate collecting messages from WhatsApp to Google Sheets using Pabbly Connect are:

Set up Pabbly Connect and create a new workflow. Configure the WhatsApp Cloud API as a trigger. Integrate with Google Sheets to save incoming messages.

This automation can be set up once and will run continuously, helping you manage customer responses effectively.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to collect responses from WhatsApp Official Cloud API to Google Sheets. This integration allows for seamless data management and enhances customer support efficiency. By following the steps outlined, you can easily set up this automation for your business.

Learn how to automate sending quotations via WhatsApp from Google Forms submissions using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms Integration

To automate sending quotations via WhatsApp, first, access Pabbly Connect by navigating to Pabbly.com/connect. Create an account if you don’t have one yet. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation.

Next, name your workflow, for instance, ‘Send Quotations on WhatsApp Automation’. This will help you identify the workflow later. After naming your workflow, click on the ‘Create’ button to proceed. This action will take you to the workflow page where you can set up triggers and actions.

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2. Setting Up Google Forms as the Trigger in Pabbly Connect

In this step, you will select Google Forms as the trigger application in Pabbly Connect. Choose ‘Google Forms’ from the app selection and set the trigger event to ‘New Response Received’. This ensures that every time a form is submitted, it will trigger the workflow.

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

After setting up the trigger, you will be instructed to connect your Google Forms. Make sure to log out of any other Google accounts to avoid conflicts. Once connected, return to Pabbly Connect to capture the response data from the form submissions.

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3. Configuring Google Sheets for Data Capture

After setting up the Google Forms trigger, the next step is to configure Google Sheets to capture the responses. Open the Google Sheet linked to your Google Form. Go to ‘Extensions’, then ‘Add-ons’, and select ‘Get add-ons’ to find and install the Pabbly Connect Webhooks add-on.

Once installed, refresh your spreadsheet. Navigate to ‘Extensions’ again, find Pabbly Connect Webhooks, and select ‘Initial Setup’. Paste the webhook URL you copied earlier and specify the trigger column, which is the last column where data will be entered. This setup will ensure that every time a form is submitted, the data is sent to Pabbly Connect.

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4. Creating a Quotation Template in Google Docs

With the data flowing into Pabbly Connect, the next step is to create a quotation template in Google Docs. Open Google Docs and design a template that includes variable placeholders for customer details such as name, email, and service quantities. These placeholders will be replaced with actual data during automation.

After setting up your template, return to Pabbly Connect. You will need to set up an action step to create a document from this template. Select Google Docs as the action app and choose the ‘Create Document from Template’ event. Connect your Google account and select the template you created earlier.

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5. Sending the Quotation on WhatsApp

The final step involves sending the generated quotation to the customer’s WhatsApp. To do this, add another action step in Pabbly Connect and select WhatsApp Cloud API. Choose the action event ‘Send Template Message’. You will need to connect your WhatsApp account by providing the necessary credentials, including your token and phone number ID.

In this step, map the necessary fields such as the recipient’s phone number and the document link of the created quotation. This will ensure that once a form is submitted, the customer receives their quotation directly on WhatsApp without any manual intervention.

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Conclusion

By following this tutorial, you can easily automate the process of sending quotations on WhatsApp from Google Forms submissions using Pabbly Connect. This integration not only saves time but also enhances customer engagement by providing instant responses.

Learn how to automate sending WhatsApp messages to new Facebook leads using Pabbly Connect. Step-by-step guide to streamline your lead management process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start automating the process of sending WhatsApp messages to new Facebook leads, first, you need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. You can sign up for a free account on the Pabbly Connect website, which provides you with 100 free automation tasks each month.

Once logged into your Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send WhatsApp Messages to Facebook Leads’. This will set the foundation for your automation process.

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2. Creating the Trigger with Facebook Lead Ads

The next step involves setting up the trigger in your Pabbly Connect workflow. Choose ‘Facebook Lead Ads’ as the app from the dropdown menu. The trigger event will be set to ‘New Lead’, which activates when a new lead is submitted through your Facebook lead generation form. using Pabbly Connect

• Select ‘Facebook Lead Ads’ from the app list.
• Set the trigger event to ‘New Lead’.
• Connect your Facebook account by clicking ‘Connect’.

After connecting, select the Facebook page where your lead ad is running. This will allow Pabbly Connect to retrieve lead data from the specified form. Ensure that you save your settings after making these selections.

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3. Testing the Trigger Setup

Once you’ve set up the trigger, it’s crucial to test it to ensure that everything is functioning correctly. Use the Facebook Lead Ads testing tool to submit a test lead. Fill in the required fields, including the lead’s name and WhatsApp number, then submit the form. using Pabbly Connect

After submission, return to Pabbly Connect and check the response section. You should see the details of the test lead you just submitted. This confirms that your trigger is correctly capturing lead data from Facebook.

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4. Setting Up the Action with WhatsApp Cloud API

Now that the trigger is confirmed, it’s time to set up the action that will send a WhatsApp message. Choose ‘WhatsApp Cloud API’ as the app in the action step. The action event should be set to ‘Send Template Message’. This is where you’ll define how the message will be sent to the lead. using Pabbly Connect

• Select ‘WhatsApp Cloud API’ from the app list.
• Set the action event to ‘Send Template Message’.
• Connect to your WhatsApp Cloud API account by entering the necessary credentials.

Make sure to have a message template created in your WhatsApp API account. Select this template in Pabbly Connect. Map the recipient’s mobile number and any required variables from the test lead data to personalize the message.

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5. Finalizing the Automation Workflow

After setting up the action, it’s time to finalize your automation. Review all the mapped fields to ensure that they correspond correctly to the data you want to send. For instance, ensure the recipient’s phone number is formatted correctly without the plus sign.

Once everything is set, click on ‘Save and Send Test Request’ to test the complete workflow. If set up correctly, you will receive a WhatsApp message at the lead’s number confirming the automation works. This final step demonstrates how Pabbly Connect effectively automates the communication process with your leads.

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Conclusion

Using Pabbly Connect, you can effortlessly automate sending WhatsApp messages to new Facebook leads. This integration streamlines your lead management process, saving time and enhancing customer engagement. Start leveraging this powerful automation today!

Learn how to automatically add Kartra leads to UUKI Community using Pabbly Connect. This step-by-step tutorial guides you through the integration process seamlessly. 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 Automation

To automate adding Kartra leads to the UUKI community, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account and enjoy 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Add Kartra Leads to UUKI’ and click on the ‘Create’ button. This sets the stage for your automation process using Pabbly Connect.

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2. Setting Up the Trigger with Kartra

In this step, you will set up the trigger in Pabbly Connect to capture form submissions from Kartra. Select ‘Kartra’ as your trigger application and choose the trigger event as ‘Lead Fills Opt-in Form’. This event will initiate the workflow every time a lead submits their information.

• Select ‘Kartra’ as the trigger application.
• Choose ‘Lead Fills Opt-in Form’ as the trigger event.
• Copy the generated webhook URL.

Next, navigate to the ‘My Integrations’ section in your Kartra dashboard. Here, you will enable the outbound API and paste the webhook URL you copied from Pabbly Connect. This connection allows Kartra to send lead data to your automation workflow.

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3. Testing the Kartra Integration

After setting up the trigger, it’s time to test the integration. Fill out the opt-in form on your Kartra landing page with test data such as a name and email. This step ensures that Pabbly Connect captures the data correctly.

Once you submit the form, check the Pabbly Connect workflow to see if the data appears. You should see the lead information captured, including the first name, last name, and email address. This confirms that your trigger is working as intended.

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4. Adding User to UUKI Community via Pabbly Connect

Now that the trigger is set, the next step is to add the captured lead to the UUKI community. Select ‘UUKI’ as the action application and choose the action event as ‘Add User’. This will allow Pabbly Connect to send the lead information to the UUKI platform.

• Select ‘UUKI’ as the action application.
• Choose ‘Add User’ as the action event.
• Connect your UUKI account using the API Merchant ID and API Token.

Map the lead data from Kartra to the corresponding fields in UUKI, such as first name and email. Once everything is set up, click on ‘Save and Send Test Request’. This action will add the lead to your UUKI community automatically, showcasing the power of Pabbly Connect in streamlining your lead management process.

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5. Conclusion

By following these steps, you can easily automate adding Kartra leads to your UUKI community using Pabbly Connect. This integration not only saves time but also enhances your lead nurturing efforts. With Pabbly Connect, you can ensure that every lead is captured and added to your community without manual intervention.