Author: Nitin Maheshwari

Learn how to automate email responses to Facebook leads using Pabbly Connect and Office 365. Step-by-step tutorial for seamless integration. 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. Introduction to Pabbly Connect for Facebook Lead Ads

Pabbly Connect is a powerful automation tool that allows you to seamlessly integrate various applications. In this tutorial, we will use Pabbly Connect to automate the process of sending emails to new leads captured through Facebook Lead Ads. This integration is essential for businesses looking to streamline their lead management process.

By using Pabbly Connect, you can eliminate the need for manual checks on Facebook for new leads. Instead, every time a lead is captured, an email will automatically be sent from your Office 365 account. This automation not only saves time but also enhances your responsiveness to potential customers.

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2. Setting Up Pabbly Connect for Automation

To get started, you need to access the Pabbly Connect dashboard. Visit the Pabbly Connect website and sign up for a free account. Once you have logged in, you can create a new workflow for your automation. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow, e.g., ‘Facebook to Office 365’.
• Click ‘Create’ to proceed.

Once your workflow page is loaded, you will see options to set up a trigger and an action. The trigger will be capturing a lead from Facebook Lead Ads, and the action will be sending an email via Office 365.

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3. Configuring Facebook Lead Ads Trigger in Pabbly Connect

In this step, you will set up the trigger using Pabbly Connect. Select ‘Facebook Lead Ads’ as the trigger application. In the trigger event, choose ‘New Lead Instant’. This will ensure that the workflow is activated whenever a new lead is submitted through your Facebook lead generation form.

Next, connect your Facebook account to Pabbly Connect by clicking on ‘Connect with Facebook Lead Ads’. Once connected, select the relevant Facebook page and lead generation form you wish to use. After saving the settings, click on ‘Save and Send Test Request’ to test the connection.

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4. Setting Up Office 365 to Send Emails

After successfully capturing leads from Facebook, the next step is to set up the action to send emails through Office 365. Select ‘Microsoft Office 365’ as the action application in Pabbly Connect and choose the action event as ‘Send Mail’.

Connect your Office 365 account by clicking on ‘Connect with Microsoft Office 365’. Once connected, you will need to fill in the details for the email, including the subject, content type, and body. Importantly, map the recipient’s email address using the data captured from the Facebook lead.

• Enter a subject for the email, e.g., ‘Thank You for Your Interest’.
• Type the body of the email, including personalized fields.
• Map the recipient’s email from the lead data.

This setup ensures that every new lead receives a customized email response, enhancing customer engagement and satisfaction.

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5. Testing and Verifying the Integration

Once you have configured both the trigger and action in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to send a test email. Ensure that you have mapped the recipient email correctly to verify that the automation works as intended.

After sending the test email, check your inbox to confirm that the email has been received. You should see the email with the content you specified, confirming that the integration between Facebook Lead Ads and Office 365 via Pabbly Connect is successful.

If you encounter any issues, ensure that your email address is verified and that all connections are correctly set up. Once verified, this automation will run seamlessly, sending emails to every new lead captured through your Facebook ads.

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Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to automate the process of sending emails to new leads captured through Facebook Lead Ads. By integrating Office 365 with Facebook, you can enhance your lead management process without any manual effort. This automation allows you to focus on your business while ensuring timely communication with your leads.

Learn how to automate sending business flyers to customers on WhatsApp using Pabbly Connect and Google Sheets in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Setting Up Pabbly Connect for WhatsApp Integration

To start sending business flyers to your customers on WhatsApp, you need to set up Pabbly Connect. First, navigate to the Pabbly Connect dashboard by visiting the Pabbly website. Sign up for a free account to get started, which includes 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Business Flyers on WhatsApp’. This will help you identify the automation later. After naming your workflow, click the ‘Create’ button to proceed to the next step.

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2. Setting Up Google Sheets as the Trigger

In this section, we will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the list of applications and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that any time a new flyer URL is added or updated, the workflow will trigger.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used in your Google Sheets to connect the two applications. To do this, you need to install the Pabbly Connect Webhooks add-on in Google Sheets. Here’s how:

• Open Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• Refresh your spreadsheet after installation.

Finally, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL here and set the trigger column to the column where your flyer links will be added.

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3. Setting Up Customer Data in Google Sheets

Next, you need to prepare another Google Sheets document that contains your customer data. This will be essential for sending the flyers to the right contacts. Create a new sheet with columns for customer names, email IDs, and WhatsApp numbers.

After setting up the customer data spreadsheet, go back to Pabbly Connect. In the action step, select Google Sheets again and choose ‘Get Rows’ as the action event. This allows Pabbly Connect to retrieve the customer data from your spreadsheet. Connect to your Google Sheets account and select the spreadsheet containing your customer data.

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4. Integrating WhatsApp Cloud API to Send Messages

Now, it’s time to connect the WhatsApp Cloud API to send messages to your customers. In Pabbly Connect, add another action step and choose the WhatsApp Cloud API application. Select ‘Send Template Message’ as the action event. You will need to connect your WhatsApp Cloud API by providing the permanent access token, phone number ID, and business account ID.

To generate a permanent access token, follow the instructions provided in the WhatsApp Cloud API documentation. After connecting your account, select the message template you created for your flyers. You can customize the message body to include customer-specific information using variable tags.

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5. Testing and Activating the Workflow

Before finalizing the workflow, it’s crucial to test it. In Pabbly Connect, click on ‘Save and Send Test Request’ to see if the message is sent correctly to your WhatsApp number. Make sure that the message includes the flyer link and is formatted as intended.

Once the test is successful, activate your workflow. From now on, every time you add a new flyer link to your Google Sheets, a message will automatically be sent to your customers on WhatsApp without any manual intervention. This automation will streamline your marketing efforts and enhance your business communication.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending business flyers to your customers via WhatsApp. By integrating Google Sheets and WhatsApp Cloud API, you can efficiently manage your marketing communications.

Learn how to integrate Zoho CRM with WhatsApp Cloud API using Pabbly Connect to automate messages to new leads effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Setting Up Pabbly Connect for Zoho CRM Integration

To start integrating Zoho CRM with WhatsApp Cloud API, you first need to access Pabbly Connect. This platform allows you to automate workflows without coding knowledge. Begin by visiting the Pabbly Connect dashboard after signing up for an account.

Once you are on the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoho CRM to WhatsApp Automation’. This name will help you identify your automation easily later on.

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2. Choosing Zoho CRM as the Trigger Application

In this step, you will select Zoho CRM as your trigger application within Pabbly Connect. Click on the ‘Choose App’ field and select Zoho CRM. The trigger event you need is ‘New Module Entry’ which activates when a new lead is added.

• Select ‘New Module Entry’ from the trigger events.
• Connect your Zoho account by entering the required domain (e.g., zoho.com).
• Choose the module where leads are added, typically ‘Contacts’ or ‘Leads’.

After connecting, you will be prompted to send a test request. This step helps ensure that your integration will function properly once set up.

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3. Creating Leads in Zoho CRM

Next, it’s time to create a lead in Zoho CRM which will trigger the automation set in Pabbly Connect. Use the form you created in Zoho to submit a new lead. Ensure you fill in all necessary information, including the lead’s name, email, phone number, and WhatsApp number.

For example, you might enter:

• Name: Chris Harris
• Email: [email protected]
• Phone: +1234567890
• WhatsApp: +1234567890

This submission will act as a test data to verify the integration.

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4. Sending WhatsApp Messages Using Pabbly Connect

After successfully capturing the lead data, the next step involves sending a WhatsApp message. In Pabbly Connect, select the action application as WhatsApp Cloud API. The action event should be set to ‘Send Template Message’. This setup allows you to send predefined messages to your leads.

To connect your WhatsApp Cloud API, you will need the following:

Permanent Access Token Phone Number ID Business Account ID

Once connected, select the message template you wish to use for the WhatsApp messages. Ensure that the template is approved by WhatsApp before using it in your automation.

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5. Finalizing Your Automation Workflow

Now that your WhatsApp action is set up, map the data fields from the lead entry to the message template. For instance, map the lead’s name and WhatsApp number to the respective placeholders in your template. This ensures that every message sent is personalized. using Pabbly Connect

Finally, test your automation by clicking on ‘Save and Send Test Request’. This action will send a WhatsApp message to the newly created lead. If everything is set up correctly, you will receive a confirmation in your WhatsApp account.

Once confirmed, your automation is ready to go. Every time a new lead is added to Zoho CRM, a WhatsApp message will automatically be sent to them, enhancing your customer engagement.

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Conclusion

Integrating Zoho CRM with WhatsApp Cloud API using Pabbly Connect automates lead communication efficiently. This setup allows businesses to nurture leads effectively and improve customer relations effortlessly. Start using Pabbly Connect today to streamline your workflows!

Learn how to automate sending files on WhatsApp using Google Forms and Pabbly Connect. Step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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1. Setting Up Pabbly Connect for Google Forms and WhatsApp Integration

To automate the process of sending files via WhatsApp upon Google Forms submission, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you do not have one, create a free account at the Pabbly Connect website.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Google Forms to WhatsApp Automation’. This workflow will help you automate the process of sending files when a Google Form is submitted.

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2. Creating a Google Form for Submissions

To begin, create a Google Form that will collect user responses. Ensure that your form includes fields for essential information such as name, email address, and travel destination. This form will be the trigger for your automation using Pabbly Connect.

• Open Google Forms and create a new form.
• Add fields for name, email, and travel destination.
• Save the form and note the link for sharing.

This form will be used to gather responses that will trigger the WhatsApp message sending process in Pabbly Connect.

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3. Setting Up WhatsApp Cloud API

Next, you need to set up your WhatsApp Cloud API account. Visit the WhatsApp Cloud API page and log in. Create a new application and generate a permanent access token. This token will allow Pabbly Connect to send messages on your behalf.

After creating your app, copy the token along with your WhatsApp Business Account ID and Phone Number ID. These details are crucial for connecting Pabbly Connect to WhatsApp.

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4. Integrating Google Forms with Pabbly Connect

Now, return to Pabbly Connect and set up the Google Forms integration. Select Google Forms as the trigger application and choose ‘New Response Received’ as the trigger event. This means that every time someone submits the form, Pabbly Connect will initiate the action.

• Select Google Forms in Pabbly Connect.
• Choose the trigger event as ‘New Response Received’.
• Follow the provided instructions to connect your Google account.

Once connected, map the necessary fields from your form to ensure the right data is sent to WhatsApp. This will allow your automation to function correctly using Pabbly Connect.

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5. Sending Files to WhatsApp Using Pabbly Connect

Finally, set up the action for sending files via WhatsApp. Choose WhatsApp Cloud API as the action application and select ‘Send Template Message’. Here, you’ll need to configure the message template that will be sent when the form is submitted. using Pabbly Connect

Map the required fields, including the recipient’s phone number and the document URL of the file you want to send. Ensure the phone number includes the country code and is formatted correctly. Once everything is set up, test your automation to confirm that messages are sent successfully via WhatsApp.

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Conclusion

By following these steps, you can effectively automate sending files from Google Forms to WhatsApp using Pabbly Connect. This integration streamlines communication and enhances user experience, making it easier to manage inquiries and responses.

Learn how to connect Google Drive to WhatsApp Cloud API using Pabbly Connect. Share files automatically on WhatsApp with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Setting Up Pabbly Connect for Google Drive and WhatsApp Integration

To start using Pabbly Connect for integrating Google Drive with WhatsApp Cloud API, first, access the Pabbly Connect dashboard. You can do this by visiting the Pabbly Connect website and signing up for a free account. This account will grant you 100 free automation tasks monthly, making it easy to set up your workflows.

After logging in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, you can name it ‘Google Drive to WhatsApp.’ Once named, click on the ‘Create’ button to continue.

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2. Setting the Trigger Event in Google Drive

The next step involves configuring the trigger event in Pabbly Connect. Select Google Drive as your trigger application. The trigger event should be set to ‘New File’ to initiate the workflow when a new file is uploaded to your Google Drive.

• Choose Google Drive as the trigger application.
• Set the trigger event to ‘New File’.
• Click on ‘Connect’ to establish a connection with your Google Drive account.

After connecting, you will need to authorize Pabbly Connect to access your Google Drive. This step is crucial as it allows the automation to function correctly. Once authorized, click on ‘Save and Send Test Request’ to ensure that the connection is established successfully and to capture the details of the most recently uploaded file.

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3. Generating a Shareable Link for the Uploaded File

Once you have successfully set up the trigger, the next step in Pabbly Connect is to generate a shareable link for the uploaded file. To do this, add a new action step and select Google Drive again. This time, choose the action event ‘Share a File with Anyone’ to create a shareable link for the file uploaded in the previous step.

• Select Google Drive as the action application.
• Choose the action event ‘Share a File with Anyone’.
• Use the existing connection to Google Drive established earlier.

In this step, you will need to map the file ID from the previous step to generate the shareable link. After mapping, click on ‘Save and Send Test Request’. This will provide you with a shareable link that can be sent via WhatsApp.

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4. Sending the Shareable Link via WhatsApp Cloud API

The final step in this workflow involves sending the generated shareable link through WhatsApp using the WhatsApp Cloud API. To do this, add another action step in Pabbly Connect and select WhatsApp Cloud API as your application. The action event should be set to ‘Send Template Message’.

After selecting the action event, you will need to connect your WhatsApp Cloud API account. Enter your permanent access token and the phone number ID from your WhatsApp setup. This step is crucial for sending messages through WhatsApp. Once connected, select the message template you created earlier and fill in the required fields, such as the recipient’s mobile number and the shareable link.

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Conclusion

In conclusion, using Pabbly Connect to integrate Google Drive with WhatsApp Cloud API allows for seamless sharing of files directly via WhatsApp. By following the steps outlined in this tutorial, you can automate the process of sending links to files uploaded on Google Drive, enhancing productivity and collaboration within your team.

Learn how to automate the transfer of sales data from StudioCart to Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration of StudioCart with Google Sheets, you need to access Pabbly Connect. This platform serves as the central automation tool that facilitates the transfer of sales data seamlessly.

Start by navigating to the Pabbly Connect dashboard through the link provided. If you are new, sign up for a free account to get started. You will receive 100 free automation tasks each month, which is perfect for testing your integrations.

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2. Creating a Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button to set up your automation. Name your workflow something like ‘StudioCart to Google Sheets’ to keep it identifiable. using Pabbly Connect

This workflow will consist of a trigger and an action. The trigger is the event that initiates the workflow, while the action is what happens as a result. Here, the trigger will be a new order in StudioCart, and the action will be adding this data to Google Sheets.

• Click on ‘Create Workflow’
• Name your workflow, e.g., ‘StudioCart to Google Sheets’

After naming your workflow, proceed to set up the trigger by selecting StudioCart from the options. Choose the trigger event as ‘New Order’ to capture purchases made through the plugin.

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3. Configuring the StudioCart Trigger

To configure the trigger, you need to connect your StudioCart account. Click on ‘Connect’, then select ‘Add New Connection’. Here, you will enter your WordPress site URL and the API key from the StudioCart settings. using Pabbly Connect

To find the API key, go to your WordPress dashboard, navigate to the StudioCart plugin settings, and copy the API key provided. Paste this key into the Pabbly Connect interface along with your WordPress site URL (ensure to format it correctly).

• Go to WordPress dashboard
• Copy the API key from StudioCart settings
• Paste the API key and site URL in Pabbly Connect

After entering these details, click ‘Save’ to establish the connection. This allows Pabbly Connect to listen for new orders placed through StudioCart.

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4. Adding Data to Google Sheets

With the trigger set up, the next step is to configure the action that adds the sales data to Google Sheets. Select Google Sheets as the application for the action event. using Pabbly Connect

Choose the action event as ‘Add a New Row’. Click ‘Connect’ and select ‘Add New Connection’ to link your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

Select Google Sheets as the action application Choose ‘Add a New Row’ as the action event Connect your Google account and grant permissions

Next, specify the spreadsheet name and the sheet where you want to add the data. Map the fields from the trigger data to the corresponding columns in your Google Sheets for a seamless data transfer.

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5. Testing and Finalizing the Integration

After configuring the Google Sheets action, it’s crucial to test the integration. Create a test order in StudioCart to see if the data flows correctly into your Google Sheet. using Pabbly Connect

Once you place a test order, return to Pabbly Connect and check the response section to confirm that the data has been received. If successful, you will see the order details captured in the response.

Place a test order in StudioCart Check Pabbly Connect for the response Verify the data in Google Sheets

If the test is successful, click ‘Save’ to finalize your workflow. Your integration is now complete, and all future sales data from StudioCart will automatically populate in your Google Sheets.

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Conclusion

In this tutorial, we have successfully demonstrated how to use Pabbly Connect to automate the transfer of sales data from StudioCart to Google Sheets. This integration saves time and ensures accurate data management for your online courses.

By following these steps, you can streamline your workflow and focus more on your business growth rather than manual data entry. Start using Pabbly Connect today to enhance your productivity!

Learn how to integrate Pipedrive with WhatsApp using Pabbly Connect to automate messaging for new deals efficiently. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Access Pabbly Connect for Integration Setup

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can quickly sign up for a free account, which provides you with 100 automation tasks every month.

After logging in, click on the ‘Create Workflow’ button to initiate the setup. Name your workflow something relevant, such as ‘Pipedrive to WhatsApp Automation.’ This naming helps you identify the automation easily in the future.

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2. Set Up Trigger in Pipedrive with Pabbly Connect

In this step, you will configure the trigger for your automation using Pabbly Connect. Select Pipedrive as the trigger application. Choose the event ‘New Deal’ to trigger the workflow whenever a new deal is created in Pipedrive.

• Choose Pipedrive as the application.
• Select ‘New Deal’ as the trigger event.
• Connect your Pipedrive account using the API token from your Pipedrive settings.

After connecting, ensure you provide your company’s domain from the Pipedrive URL. This setup allows Pabbly Connect to listen for new deals added to your Pipedrive account.

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3. Create a Test Deal in Pipedrive

Next, you need to create a test deal in Pipedrive to test the integration. Go to your Pipedrive dashboard and add a new deal in the ‘Qualified Leads’ stage. Fill in the necessary details such as the contact person’s name, organization, deal title, and WhatsApp number.

Once you save the deal, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the deal’s data, which will be used in the subsequent steps to send WhatsApp messages.

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4. Fetch WhatsApp Number Using Pabbly Connect

Since the initial data fetched does not include the WhatsApp number, you will need to add another action step to retrieve it. Again, select Pipedrive as the application and use the action event ‘Find Person by ID’. This will allow Pabbly Connect to fetch additional details about the contact associated with the deal.

• Use the person ID from the first step to find the contact.
• Connect using the existing Pipedrive connection.
• Save and send the test request to retrieve the WhatsApp number.

After successfully fetching the WhatsApp number, you are now ready to send messages to the lead automatically.

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5. Send WhatsApp Message Using Pabbly Connect

In this final step, set up the action to send a WhatsApp message using the WhatsApp Cloud API. Choose the action event ‘Send Template Message’ and connect your WhatsApp Cloud API account by providing the necessary credentials. using Pabbly Connect

Map the WhatsApp number retrieved from the previous step, select the message template you created, and fill in any dynamic fields required for the message. Click on ‘Save and Send Test Request’ to send a test message.

Once the test is successful, your automation is complete! Now, every time a new deal is created in Pipedrive, a WhatsApp message will be sent automatically to the associated contact, streamlining your communication process.

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Conclusion

Integrating Pipedrive with WhatsApp using Pabbly Connect allows you to automate communication for new deals effectively. This setup not only saves time but also enhances your ability to engage with leads promptly.

Learn how to automate sending your business brochure to WhatsApp on new Jotform submissions using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the process of sending business brochures to WhatsApp, you need to access Pabbly Connect. First, navigate to the Pabbly website and sign up for a free account. This allows you to create and manage your automation workflows easily.

Once signed in, you will find yourself on the dashboard of Pabbly Connect. Here, you can create a new workflow to integrate Jotform with WhatsApp. Click on the ‘Create Workflow’ button and give your workflow a relevant name, such as ‘Jotform to WhatsApp Automation’.

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2. Setting Up Jotform as the Trigger Application

In this step, we will set up Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications and choose the trigger event as ‘New Response’. This will initiate the workflow whenever a new form submission occurs.

• Search for Jotform in the application list.
• Select the trigger event ‘New Response’.
• Copy the provided webhook URL for integration.

Next, head over to your Jotform dashboard, locate the form you want to use, and navigate to the settings. Under integrations, add the webhook URL you copied from Pabbly Connect. This connection allows Jotform to send data directly to your workflow.

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3. Capturing Test Data from Jotform

After setting up the webhook, it’s time to capture test data from your Jotform submission. Fill out the form with test details, such as name, email, and WhatsApp number. Once submitted, this data will be sent to Pabbly Connect, enabling you to verify that the integration works correctly.

Check your Pabbly Connect workflow to see if the test submission data has been captured. This data will serve as a test response to ensure everything is functioning as expected.

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4. Setting Up WhatsApp Action in Pabbly Connect

Now that you have captured the test data, it’s time to set up WhatsApp as the action application in Pabbly Connect. Select WhatsApp Cloud API and the action event as ‘Send Template Message’. This allows you to send a predefined message template to the WhatsApp number provided in the Jotform submission.

• Select WhatsApp Cloud API as the action app.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp API with the required credentials.

Fill in the template name and map the WhatsApp number from the Jotform submission. This ensures that the brochure is sent to the correct recipient. After setting this up, you can send a test message to confirm that the automation works seamlessly.

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5. Finalizing Your Automation Workflow

Once you have tested the WhatsApp message sending successfully, your automation is almost complete. Review all the steps in Pabbly Connect to ensure everything is set up correctly. Remember, the key is to have a valid WhatsApp template that has been approved by WhatsApp for sending messages.

After confirming that the workflow functions as intended, you can activate it. From now on, every time a new submission is made in Jotform, the corresponding WhatsApp message will be sent automatically, saving you time and effort.

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Conclusion

In this tutorial, we demonstrated how to automate sending a business brochure to WhatsApp upon new Jotform submissions using Pabbly Connect. With these steps, you can streamline your communication process and enhance customer engagement effectively.

Learn how to automate email notifications to WhatsApp using Pabbly Connect. Step-by-step guide to integrate Gmail and WhatsApp Cloud API for seamless communication. 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. Setting Up Pabbly Connect for Gmail to WhatsApp Integration

To automate email notifications to WhatsApp, first, access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Begin by signing up at Pabbly’s website and logging into your account.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Email Notifications on WhatsApp’. This will help you identify the automation process easily. After naming, click on the ‘Create’ button to proceed to the workflow page.

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2. Configuring the Email Parser in Pabbly Connect

To capture specific emails, you will use the Email Parser feature within Pabbly Connect. Select the Email Parser as your trigger application. This tool allows you to parse emails from your inbox automatically.

• Choose ‘Email Parser’ as the trigger application.
• Copy the provided email address for forwarding.
• Set this address as a forwarding email in your Gmail settings.

After setting up the forwarding address in Gmail, you can capture test emails. Send a test email to this address and check if it appears in Pabbly Connect. This confirms that your integration is working correctly.

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3. Applying Filters to Manage Email Notifications

To ensure you only receive important notifications, apply filters within Pabbly Connect. This step is crucial for managing which emails trigger WhatsApp notifications. Select the ‘Filter’ action to set conditions based on the sender’s email address.

Map the ‘From’ label from the captured email to the filter condition. Set the filter type to ‘equals to’ and enter the specific email address you want to track. This way, only emails from this address will trigger WhatsApp notifications.

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4. Sending WhatsApp Notifications Using WhatsApp Cloud API

Next, configure the action step to send WhatsApp notifications. Choose the WhatsApp Cloud API as your action application in Pabbly Connect. This API allows you to send messages directly to WhatsApp.

• Select ‘Send Template Message’ as the action event.
• Connect your WhatsApp Cloud API by entering the required credentials.
• Map the message template fields with the parsed email data.

After mapping the fields, click on ‘Save and Send Test Request’. This action will send a test message to your WhatsApp, confirming that the setup is correct.

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5. Conclusion: Automate Your Email Notifications with Pabbly Connect

Using Pabbly Connect, you can effortlessly automate email notifications to WhatsApp. This integration enhances your communication flow, ensuring you never miss important emails. By following the steps outlined in this tutorial, you can set up your own automation without any coding knowledge.

Start using Pabbly Connect today to streamline your email notifications and experience the benefits of automation in your daily communication.

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Learn how to automate sending meeting details from Google Calendar to WhatsApp using Pabbly Connect. Follow our step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Calendar and WhatsApp Integration

To send meeting details from Google Calendar on WhatsApp, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard. You can create a free account at Pabbly.com/connect, which allows you 100 automation tasks monthly.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Send Event Details from Google Calendar to WhatsApp’. After naming, click on the ‘Create’ button to proceed to the workflow page.

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2. Triggering the Workflow with Google Calendar

The next step is to set up the trigger for your workflow. In the trigger app field, select Pabbly Connect and search for Google Calendar. Choose the trigger event as ‘New Event’. This means that whenever a new event is created in Google Calendar, the workflow will be triggered.

• Select your Google Calendar account to connect.
• Choose the specific calendar from which you want to fetch events.
• Click on ‘Save and Send Test Request’ to fetch the latest event data.

After fetching the event data, you will see the details of the most recent event, which will include the event title, date, time, and attendees. This data will be crucial for sending the WhatsApp message later.

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3. Fetching Contact Details Using Google Contacts

Now that you have the event details from Google Calendar, the next step is to fetch the contact details of the attendee. For this, you will again use Pabbly Connect to integrate with Google Contacts.

Select Google Contacts as your action app and choose the action event ‘Search Contact’. Connect to your Google Contacts account and use the attendee’s email fetched from the previous step to locate their WhatsApp number.

• Map the email ID of the attendee to search for their contact.
• Once the contact is found, you will retrieve their WhatsApp number.

This step ensures that you have the correct contact information to send the WhatsApp message regarding the meeting.

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4. Sending the Message via WhatsApp Cloud API

With both the event and contact details ready, you can now send the WhatsApp message using the WhatsApp Cloud API through Pabbly Connect. Set up another action step and select WhatsApp Cloud API.

Choose the action event ‘Send Template Message’. You will need to connect your WhatsApp Cloud API account, which involves entering your permanent access token, phone number ID, and WhatsApp Business account ID. Make sure you have created message templates in your WhatsApp Cloud API setup for sending messages.

Select the message template you created for meeting notifications. Map the variables in the template with the data fetched from Google Calendar and Google Contacts.

This step finalizes the message that will be sent to the attendee, ensuring they receive all necessary details about the meeting.

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5. Conclusion: Automate Your Meeting Notifications

In this tutorial, you learned how to automate sending meeting details from Google Calendar to WhatsApp using Pabbly Connect. This integration allows for seamless communication with attendees, ensuring they are informed of their meeting schedules.

By following the steps outlined above, you can set up this automation quickly and effectively, enhancing your workflow and saving time.

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With Pabbly Connect, you can easily manage your workflows and integrate various applications without any coding knowledge, making it an essential tool for effective automation.