Author: Nitin Maheshwari

Learn how to use Pabbly Connect to automate WhatsApp notifications for patients when their lab reports are ready. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Introduction to Pabbly Connect for Lab Report Notifications

In this section, we will introduce how Pabbly Connect facilitates the automation of notifying patients when their lab reports are ready. By integrating Google Sheets and WhatsApp through Pabbly Connect, you can streamline your communication process.

Using Pabbly Connect eliminates the need for manual notifications. Instead, whenever the status of a lab report is updated in Google Sheets, a WhatsApp message is automatically sent to the patient. This saves time and ensures immediate communication.

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2. Setting Up Pabbly Connect with Google Sheets

The first step in this automation process is to set up Pabbly Connect with Google Sheets. Start by logging into your Pabbly Connect account and creating a new workflow. Name it something relevant, like ‘Lab Report Notifications.’

• Open Pabbly Connect and click on ‘Create Workflow’.
• Select Google Sheets as your trigger app.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

This setup allows Pabbly Connect to listen for changes in your Google Sheets, specifically when the status of lab reports is updated. Once this is done, you can proceed to connect the webhook URL generated by Pabbly Connect into your Google Sheets.

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3. Configuring Google Sheets for Automation

After setting up Pabbly Connect, the next step is to configure Google Sheets to send data to Pabbly Connect. You need to install the Pabbly Connect Webhooks add-on in your Google Sheets.

To do this, go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks. Once installed, refresh your Google Sheets and access the add-on from the Extensions menu. Here’s how to set it up:

• Click on Pabbly Connect Webhooks and select ‘Initial Setup’.
• Paste the webhook URL generated by Pabbly Connect.
• Set the trigger column to the last column where status updates occur.

With this configuration, any change in the specified column will trigger Pabbly Connect to send the relevant data automatically.

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4. Sending WhatsApp Notifications via Pabbly Connect

Now that you have set up Google Sheets, the next step is to send WhatsApp notifications using Pabbly Connect. For this, you will use the 360 Dialog application, which allows you to send messages through WhatsApp.

In your Pabbly Connect workflow, add a new action step and select 360 Dialog. Choose the action event as ‘Send Template Message’. You will need to connect your 360 Dialog account by providing the API key and domain name.

Generate your API key from your 360 Dialog account. Map the recipient’s phone number and message template fields. Ensure to format the phone number correctly with the country code.

Once everything is set up, test the workflow to ensure that when the status is marked as ‘done’ in Google Sheets, the patient receives a WhatsApp notification about their lab report.

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5. Testing and Activating the Workflow

After configuring everything in Pabbly Connect, it’s time to test the workflow. Change the status of a lab report in Google Sheets to ‘done’ and check if the WhatsApp message is successfully sent to the patient.

When you run the test, you should see a confirmation in Pabbly Connect that the message was sent. If the message appears in the patient’s WhatsApp, your integration is functioning correctly. Finally, save your workflow.

Remember, with Pabbly Connect, you can automate this process without any coding knowledge, making it accessible for everyone involved in patient care.

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Conclusion

Using Pabbly Connect to notify patients on WhatsApp when their lab reports are ready simplifies communication and enhances efficiency. By following this guide, you can set up an automated process that saves time and ensures timely notifications for your patients.

Learn how to integrate Facebook, YouTube, Gmail, and WhatsApp this Thanksgiving using Pabbly Connect for seamless customer communication. 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. Accessing Pabbly Connect for WhatsApp This Thanksgiving

To connect with customers on WhatsApp this Thanksgiving, you need to start by accessing Pabbly Connect. Begin by navigating to the Pabbly Connect website and logging into your account. This platform will facilitate the integration of various applications like Facebook, YouTube, Gmail, and WhatsApp.

Once logged in, you will be greeted with the dashboard. Here, you can initiate the process of creating a new connection. Pabbly Connect serves as the central hub for all your integrations, ensuring that customer data flows seamlessly between the applications.

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2. Setting Up Facebook Integration with Pabbly Connect

Next, you will set up the integration with Facebook using Pabbly Connect. Click on ‘Create New Connection’ and select Facebook from the list of applications. You will be prompted to log in to your Facebook account to authorize the integration.

• Select the Facebook Lead Form option.
• Choose the specific lead form that collects customer information.
• Map the fields from Facebook to Pabbly Connect.

After setting up the connection, you can test it to ensure that the data is being captured correctly. This integration allows you to directly pull customer information from Facebook, making it easier to send messages via WhatsApp.

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3. Integrating Gmail for Notifications via Pabbly Connect

In this step, you will integrate Gmail to send notifications about new leads. Using Pabbly Connect, select Gmail as the next application in your workflow. You will need to log into your Gmail account to allow Pabbly Connect to send emails on your behalf.

• Choose the action event as ‘Send Email’.
• Fill in the recipient’s email address, subject, and message body.
• Customize the email content to include lead details.

Once configured, you can test the Gmail integration to ensure notifications are sent whenever a new lead is captured from Facebook. This step enhances customer engagement by keeping you informed in real-time.

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4. Sending WhatsApp Messages Using Pabbly Connect

Finally, you will set up WhatsApp to send messages to your customers using Pabbly Connect. Select WhatsApp as your next application in the workflow. You will need to configure a WhatsApp Business API to send messages.

In the WhatsApp configuration, specify the message template you want to use. For Thanksgiving, you might use a template that expresses gratitude and offers special promotions. Ensure that the WhatsApp number is correctly mapped from the Facebook lead data.

Once everything is set up, you can test the WhatsApp integration. Pabbly Connect will send a message to the customer’s WhatsApp number, confirming the successful connection and enhancing your customer relations this Thanksgiving.

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5. Finalizing Your Thanksgiving Campaign with Pabbly Connect

After setting up all integrations, it’s essential to finalize your Thanksgiving campaign. Using Pabbly Connect, review all connections to ensure they are functioning correctly. You can check the logs to see if data is flowing as expected.

Additionally, consider scheduling your messages to be sent at optimal times during Thanksgiving. This planning will help you reach your customers effectively and ensure they receive your messages promptly.

By using Pabbly Connect, you can streamline your communication process and enhance customer engagement during this festive season.

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Conclusion

In conclusion, integrating Facebook, YouTube, Gmail, and WhatsApp using Pabbly Connect this Thanksgiving allows businesses to communicate effectively with customers. This setup enhances customer engagement, ensuring timely messages and notifications.

Learn how to send WhatsApp messages to patients automatically upon feedback submission using Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Setting Up Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to patients upon feedback submission, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. This platform will facilitate the integration between your feedback collection tool and WhatsApp.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow, such as ‘WhatsApp Feedback Notification’. This step is crucial as it allows you to track the specific integration process later.

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2. Integrating Google Forms with Pabbly Connect

The next step involves connecting Google Forms to Pabbly Connect. You will use Google Forms to collect patient feedback. After creating your feedback form, ensure it includes fields for the patient’s name and WhatsApp number.

• Open your Google Form and click on the responses tab.
• Select the Google Sheets icon to create a spreadsheet for responses.
• Name the spreadsheet appropriately, for example, ‘Patient Feedback’.

After setting up the Google Form, return to Pabbly Connect and select Google Forms as your trigger application. You will then choose the specific form created for feedback collection. This connection allows Pabbly Connect to automatically receive data from the form submissions.

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3. Connecting WhatsApp to Pabbly Connect

After integrating Google Forms, the next step is to connect WhatsApp through Pabbly Connect. For this, you will use the 360Dialog application, which allows sending WhatsApp messages easily. Ensure you have a 360Dialog account set up.

• Navigate to the 360Dialog application within Pabbly Connect.
• Authenticate your 360Dialog account by providing the required API key.
• Select the action event as ‘Send Template Message’.

This setup will enable you to send personalized WhatsApp messages to patients using the data collected from Google Forms. Make sure to configure the message template according to your needs, including the patient’s name and feedback details.

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4. Testing Your Pabbly Connect Workflow

Once you have set up both Google Forms and WhatsApp in Pabbly Connect, it’s essential to test the integration. Submit a test response through your Google Form to see if the WhatsApp message is sent correctly.

Check the WhatsApp account associated with the number provided in the form. You should receive a message confirming the feedback submission. If everything is configured correctly, the message will include the patient’s name and a thank you note for their feedback.

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5. Final Steps and Going Live

After successfully testing your workflow, you can finalize your setup in Pabbly Connect. Make sure to activate the workflow to start sending messages automatically whenever a new feedback submission is recorded.

Additionally, you can customize your message further or add additional actions within the workflow, such as notifying your team via email. This flexibility allows you to enhance your patient communication process significantly.

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Conclusion

By following this tutorial, you can effectively send WhatsApp messages to patients upon feedback submission using Pabbly Connect. This integration not only improves communication but also enhances patient satisfaction. Start implementing this automated solution today for better service delivery.

Learn how to automate SMS feedback collection from customers after order delivery using Pabbly Connect with WooCommerce, Facebook, and Gmail. 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. Introduction to Pabbly Connect for SMS Automation

In this tutorial, we will explore how to use Pabbly Connect to automatically send SMS messages to customers for feedback after their orders are delivered. This process enhances customer interaction and improves service quality.

To get started, you need to access your Pabbly Connect account. If you don’t have one, sign up for free and log in. Once logged in, you can set up the integration to connect WooCommerce with your SMS service.

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2. Setting Up WooCommerce in Pabbly Connect

First, we will integrate WooCommerce with Pabbly Connect. This step is crucial as it allows us to trigger actions based on order status changes. Here’s how to do it:

• Open Pabbly Connect and create a new workflow.
• Select WooCommerce as the trigger app.
• Choose the trigger event as ‘Order Delivered’.

After setting the trigger, connect your WooCommerce account by providing the necessary API credentials. This will allow Pabbly Connect to fetch order details automatically when an order is marked as delivered.

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3. Connecting SMS Gateway in Pabbly Connect

Next, we will connect an SMS gateway to Pabbly Connect to send feedback requests. This integration ensures that customers receive SMS notifications promptly.

Follow these steps to set up the SMS gateway:

• Select your SMS service provider in Pabbly Connect.
• Authenticate your SMS account by entering the API key.
• Set the message template for the SMS, including a link to the feedback form.

Make sure to test the SMS sending functionality to confirm that the integration is working correctly. This will ensure that customers receive the feedback request as intended.

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4. Automating the Feedback Process with Pabbly Connect

Now that we have both WooCommerce and the SMS gateway connected, it’s time to automate the feedback process using Pabbly Connect. This step will allow you to send SMS messages automatically when an order is delivered.

To set up the automation, follow these steps:

In Pabbly Connect, create a new action step after the WooCommerce trigger. Select the SMS gateway as the action app. Choose ‘Send SMS’ as the action event.

Fill in the required fields, including the recipient’s mobile number and the SMS content. This setup ensures that customers receive a prompt for feedback immediately after delivery.

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5. Testing and Finalizing Your Integration

The final step is to test the entire workflow to ensure everything is functioning smoothly. Use Pabbly Connect to run a test by simulating an order delivery.

Make sure to monitor the following:

Check if the SMS is sent to the correct customer number. Verify that the SMS content is accurate and includes the feedback link. Confirm that the feedback form is accessible and functioning.

Once you have confirmed that everything works as intended, you can activate the workflow in Pabbly Connect, ensuring that customer feedback is collected efficiently after every order delivery.

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Conclusion

By using Pabbly Connect, you can automate the process of sending SMS feedback requests to customers after their orders are delivered. This not only enhances customer engagement but also streamlines your feedback collection process effectively.

Learn how to seamlessly integrate Facebook Lead Ads with Monday.com using Pabbly Connect in this detailed tutorial. Automate your lead management today! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Facebook Lead Ads Integration

To start the process of connecting Facebook Lead Ads to Monday.com, you first need to access Pabbly Connect. Open your internet browser and type in the URL for Pabbly Connect.

Once on the landing page, hover over the products section and click on Pabbly Connect. If you do not have an account, you can sign up for a free trial. After signing in, navigate to the dashboard where you will create your workflow.

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2. Create a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the data transfer between Facebook Lead Ads and Monday.com. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Send Facebook Leads to Monday.com’.

In this workflow, you will set a trigger and an action. The trigger will be the event of receiving a new lead from Facebook Lead Ads, while the action will be to create a new item in Monday.com. This setup ensures that whenever a new lead is generated, it gets automatically sent to your Monday.com account.

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3. Configure Trigger for Facebook Lead Ads in Pabbly Connect

The next step involves configuring the trigger for Facebook Lead Ads in Pabbly Connect. Select Facebook Lead Ads as your application and choose the ‘New Lead’ trigger event. Click on ‘Connect’ to establish a connection.

Once connected, you will need to select the Facebook page where your lead ads are running. This will allow Pabbly Connect to fetch the leads generated through your ads. Make sure to select the correct lead generation form associated with your ads.

• Choose your Facebook page from the dropdown list.
• Select the lead generation form you are using.
• Click on ‘Save and Send Test Request’ to capture lead data.

After fetching the data, you can see a preview of the lead information that Pabbly Connect has captured from Facebook Lead Ads.

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4. Send Captured Data to Monday.com Using Pabbly Connect

Now that you have configured the trigger, the next step is to send the captured lead data to Monday.com. In Pabbly Connect, add a new action by selecting Monday.com as your application and choosing the ‘Create Item’ action event.

Connect to Monday.com by entering your API token, which you can find in your Monday.com account settings. After establishing the connection, select the board and group where you want the new leads to be added.

• Select the appropriate board in Monday.com.
• Map the fields from the Facebook lead data to the corresponding fields in Monday.com.
• Click on ‘Save and Send Test Request’ to verify the integration.

This action will create a new item in your specified Monday.com board with all the details of the lead collected from Facebook Lead Ads, confirming that the integration through Pabbly Connect is successful.

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5. Test and Finalize Your Integration with Pabbly Connect

After configuring the integration, it’s crucial to test it to ensure everything is functioning correctly. Generate a new lead through your Facebook Lead Ads and check if the information appears in Monday.com.

If the lead data appears correctly in your Monday.com account, you have successfully set up the integration. Remember, Pabbly Connect automates the entire process, allowing you to focus on converting leads into customers without manual data entry.

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Conclusion

In this tutorial, we explored how to connect Facebook Lead Ads to Monday.com using Pabbly Connect. By following the steps outlined, you can automate the lead transfer process, saving time and improving efficiency in your lead management system.

Utilizing Pabbly Connect for this integration not only streamlines your workflow but also enhances your ability to engage with potential customers effectively. Start automating your processes today!

Learn how to implement a Black Friday marketing strategy using Facebook Ads and WhatsApp through Pabbly Connect for seamless integration. 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.

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1. Accessing Pabbly Connect for Integrating Facebook Ads and WhatsApp

To start your Black Friday marketing strategy, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly, including Facebook Ads and WhatsApp. Begin by logging into your Pabbly Connect account or creating a new one if you haven’t done so.

Once logged in, navigate to the dashboard where you can set up a new workflow. This is where you’ll create the automation that connects Facebook Ads with WhatsApp for effective marketing. Pabbly Connect will facilitate the flow of information between these platforms, ensuring that your marketing messages reach your audience promptly.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate your Black Friday marketing campaign using Pabbly Connect. Click on the ‘Create Workflow’ button in the dashboard. You will be prompted to name your workflow, which should reflect its purpose, such as ‘Black Friday Promotion’.

• Click on the ‘Create’ button to initiate the workflow.
• Select Facebook Ads as the trigger application.
• Choose the specific trigger event, such as ‘New Lead’.

After setting the trigger, you will configure the action step. This involves selecting WhatsApp as the action application. Pabbly Connect allows you to send messages directly to your customers on WhatsApp once they interact with your Facebook Ads. This integration is crucial for real-time communication during your marketing campaign.

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3. Configuring Facebook Ads for Lead Generation

Next, configure your Facebook Ads to ensure they collect leads effectively. In the Facebook Ads interface, create an ad that promotes your Black Friday offers. Ensure that your ad includes a call-to-action button that directs users to a lead form.

Once your ad is live, Pabbly Connect will capture any leads generated through this ad. You will need to set up specific fields in Pabbly Connect to ensure that all necessary information, such as name and email, is captured accurately. This data will then be utilized to send messages via WhatsApp.

• Ensure your ad targets the right audience for maximum engagement.
• Test the lead form to confirm that data flows into Pabbly Connect.

By integrating Facebook Ads with Pabbly Connect, you streamline the process of capturing leads and communicating with potential customers through WhatsApp.

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4. Sending Automated Messages on WhatsApp

After capturing leads from Facebook Ads, it’s time to send automated messages through WhatsApp using Pabbly Connect. In your workflow, configure the action step to send a WhatsApp message to each new lead captured. This message can include details about your Black Friday offers and any other relevant information.

To set this up, you will need to select the WhatsApp action and specify the message content. Pabbly Connect allows you to personalize messages using the captured lead’s information, making your communication more engaging.

Use variables to personalize the message, such as the recipient’s name. Select the appropriate WhatsApp account for sending messages.

This step ensures that your leads receive timely updates about your promotions, maximizing engagement and conversion rates during the Black Friday sales period.

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5. Testing and Launching Your Workflow

Before launching your Black Friday marketing strategy, it is essential to test your workflow in Pabbly Connect. This ensures that all integrations function correctly and that messages are sent as intended. Click on the ‘Test Workflow’ option to simulate the process.

After testing, review the results to confirm that the data flows correctly from Facebook Ads to WhatsApp. Make any necessary adjustments based on the test results. Once you are satisfied, activate the workflow to go live.

With your workflow active, you can monitor the performance of your Black Friday campaign through Pabbly Connect. This allows you to make real-time adjustments and optimize your strategy for better results.

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Conclusion

Using Pabbly Connect for your Black Friday marketing strategy enables seamless integration between Facebook Ads and WhatsApp, enhancing your communication with potential customers. By following these steps, you can efficiently capture leads and send timely messages, maximizing your campaign’s effectiveness.

Learn how to automate sending Black Friday offers on WhatsApp to eCommerce customers using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To send Black Friday offers on WhatsApp, the first step is accessing Pabbly Connect. Begin by visiting the Pabbly website and signing up for a free account if you haven’t already. Once logged in, navigate to the Pabbly Connect dashboard to start creating your integration workflow.

After logging in, click on the ‘Create Workflow’ button on the dashboard. Name your workflow something relevant, such as ‘Black Friday Offers to WhatsApp’. This will help you identify the automation process later on. Pabbly Connect simplifies the integration process, allowing you to connect multiple applications seamlessly.

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2. Setting Up WooCommerce with Pabbly Connect

In this section, you will integrate WooCommerce with Pabbly Connect to access your customer data. Start by selecting WooCommerce as your first application in the Pabbly Connect workflow. You will then need to choose the action event as ‘Get All Customers’ to retrieve your customer data.

• Select ‘WooCommerce’ from the application list.
• Choose the action event ‘Get All Customers’.
• Connect your WooCommerce account by entering the necessary API keys.

Once you have set up the connection, Pabbly Connect will pull all customer details from your WooCommerce store. This automation saves you time by eliminating the need to manually collect customer information.

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3. Configuring the Scheduler in Pabbly Connect

Next, you will set up a scheduler within Pabbly Connect to automate the sending of messages. Click on the ‘+’ icon to add a new action and select the ‘Scheduler’ application. Configure the scheduler to run at your desired time, ensuring it aligns with your Black Friday campaign.

To set the time, remember to convert it to UTC format, as Pabbly Connect requires this for scheduling. For example, if you want to send messages at 9:30 AM IST, you would set the scheduler for 4:00 AM UTC. This configuration allows for precise timing when sending WhatsApp messages.

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4. Sending WhatsApp Messages Through 360 Dialog

In the final step, you will integrate WhatsApp using the 360 Dialog API with Pabbly Connect. Select 360 Dialog as your next action in the workflow. Choose the action event as ‘Send Template Message’ to send the personalized messages to your customers.

• Connect your 360 Dialog account by entering your API key and domain.
• Map the customer mobile number and template fields in the message.
• Test the integration to ensure messages are sent correctly.

By utilizing 360 Dialog through Pabbly Connect, you can bypass WhatsApp’s restrictions on direct messaging. This integration allows you to send bulk personalized messages efficiently, making your Black Friday campaign a success.

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5. Testing and Finalizing Your Workflow

After completing the setup, it’s crucial to test your workflow in Pabbly Connect. Run a test to ensure that the messages are sent as intended. Check your WhatsApp account to verify that the messages appear correctly for your customers.

Once testing is successful, activate your workflow. This will enable the automation to run at the scheduled time, sending out Black Friday offers to all your customers automatically. With Pabbly Connect, managing your eCommerce communications has never been easier.

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Conclusion

Using Pabbly Connect, you can efficiently send Black Friday offers on WhatsApp to your eCommerce customers. This automation streamlines your communication process, saving you time and enhancing customer engagement. Implement these steps to make your Black Friday campaign a success.

Learn how to promote your Cyber Monday deals and offers on WhatsApp with Pabbly Connect. This step-by-step tutorial covers integration processes with Elementor forms and WhatsApp messaging.

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1. Accessing Pabbly Connect for Cyber Monday Promotions

To promote your Cyber Monday deals and offers on WhatsApp, start by accessing Pabbly Connect. Navigate to the Pabbly website and select the Pabbly Connect product to set up your account.

Once on the Pabbly Connect dashboard, create a new workflow specifically for your Cyber Monday promotions. This will allow you to automate the process of sending WhatsApp messages to customers who express interest in your deals.

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2. Creating a Webhook Integration with Elementor Forms

The next step involves integrating your Elementor form with Pabbly Connect. You need to create a webhook URL within Pabbly Connect to connect with your form. This webhook will trigger when a customer submits their details.

• Open Pabbly Connect and create a new workflow.
• Select ‘Elementor’ as the app and ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL.

Next, go to your WordPress dashboard, edit your Elementor form, and paste the webhook URL into the appropriate field. This connection allows Pabbly Connect to receive data whenever the form is submitted.

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3. Capturing Data from Elementor Form Submissions

Once your webhook is set, it’s time to capture data from your Elementor form submissions using Pabbly Connect. Conduct a test submission of your form to ensure that the data is being captured correctly.

Fill out the form with a test user’s information, including their WhatsApp number. After submission, check Pabbly Connect to see if the data appears as expected. This step confirms that your integration is functioning correctly.

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4. Sending Cyber Monday Deals via WhatsApp

Now that you have captured the data, the next step is to send your Cyber Monday deals to customers via WhatsApp using Pabbly Connect. For this, you will integrate with 360 Dialogue, which allows you to send WhatsApp messages directly.

• Select ‘360 Dialogue’ as the app in Pabbly Connect.
• Choose ‘Send Template Message’ as the action event.
• Connect your 360 Dialogue account by entering your API key and domain.

After connecting, select the message template you wish to use for your Cyber Monday offers. Customize the message with the customer’s name and relevant details about the deals being offered.

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Conclusion: Automate Your Cyber Monday Marketing with Pabbly Connect

In summary, using Pabbly Connect to automate your Cyber Monday promotions on WhatsApp can save you time and enhance customer engagement. By setting up a webhook with Elementor forms and integrating with 360 Dialogue, you can efficiently send personalized messages to your customers. Start utilizing Pabbly Connect today to streamline your marketing efforts and boost your sales this Cyber Monday!

Learn how to automate sending serial keys for multiple purchases using Pabbly Connect, Razorpay, and Twilio in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Automation

To begin automating the process of sending serial keys, first access Pabbly Connect. This platform serves as the central integration tool that connects Razorpay and Twilio, enabling seamless automation for your business.

Open your web browser and navigate to Pabbly.com. Here, you can sign up for a free trial account or log in if you already have one. Once logged in, you will find the option to create a workflow, which is essential for setting up the automation.

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2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow that will automate sending serial keys. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Send Serial Keys Automatically via SMS on Razorpay Payment’.

In this workflow, you will define a trigger and an action. The trigger will be a new payment captured through Razorpay, while the action will be to send the serial key via SMS using Twilio. This setup ensures that every time a payment is made, the corresponding serial key is sent automatically.

• Click on the ‘Create Workflow’ button in Pabbly Connect.
• Name your workflow, e.g., ‘Send Serial Keys Automatically via SMS’.
• Define the trigger as Razorpay payment captured.

Once the workflow is created, you will see options to configure the trigger and action. This is where Pabbly Connect shines by allowing you to link your payment gateway to the SMS service.

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3. Connect Razorpay to Pabbly Connect

The next step involves connecting Razorpay to Pabbly Connect. In the trigger section, select Razorpay as the app, and choose the trigger event as ‘Payment Captured’. This action will generate a webhook URL.

Copy the generated webhook URL and head over to your Razorpay dashboard. Navigate to the settings and find the ‘Webhooks’ section. Here, you can add a new webhook by pasting the copied URL and selecting the ‘Payment Captured’ event. This connection is crucial as it allows Pabbly Connect to receive payment data in real-time.

• Select Razorpay in the trigger section of Pabbly Connect.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL and paste it into Razorpay’s webhook settings.

After setting this up, Pabbly Connect will start listening for new payments, enabling you to automate the subsequent steps.

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4. Send Serial Keys via Twilio Using Pabbly Connect

Now that Razorpay is connected, the next step is to configure Twilio to send SMS notifications containing the serial keys. In your workflow, add a new action and select Twilio as the app, then choose the action event ‘Send SMS’.

To configure Twilio, you will need your Account SID and Auth Token, which you can find in your Twilio dashboard. After entering these credentials, you can compose the SMS message, including the customer’s name and the generated serial key. This integration ensures that every customer receives their activation key promptly after making a purchase.

Add Twilio as an action in your workflow. Select ‘Send SMS’ as the action event. Enter your Twilio Account SID and Auth Token.

With this setup, Pabbly Connect automates the process of sending serial keys, saving you a significant amount of time and effort.

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5. Test the Automation Workflow

To ensure everything is functioning correctly, perform a test transaction on your Razorpay payment page. After completing the payment, check the Twilio SMS service to confirm that the serial key was sent successfully to the customer.

By following these steps, you can verify that Pabbly Connect is effectively linking Razorpay and Twilio, automating the process of delivering serial keys to your customers. This automation not only enhances efficiency but also improves customer satisfaction.

After testing, make sure to save your workflow in Pabbly Connect. This will allow you to clone the workflow for future use or share it with others who may benefit from this automation.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of sending serial keys for multiple purchases through Razorpay and Twilio. By setting up this integration, you can streamline your operations and enhance customer experience.

Utilizing Pabbly Connect for these automations not only saves time but also ensures accuracy and reliability in delivering important information to your customers.

Learn how to efficiently tag existing contacts in Infusionsoft for new Stripe charges using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Access Pabbly Connect for Integration

To begin tagging existing contacts in Infusionsoft for new Stripe charges, you first need to access Pabbly Connect. This platform serves as the integration hub that connects various applications, enabling seamless workflows.

Once you are on the Pabbly Connect dashboard, you can initiate the integration process. Make sure to log in to your account and navigate to the ‘Create Workflow’ section to start setting up your automation.

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2. Set Up Stripe and Infusionsoft Integration

In this step, you will configure the integration between Stripe and Infusionsoft using Pabbly Connect. Start by selecting Stripe as your trigger application. This action will initiate the workflow whenever a new charge is created.

• Choose ‘New Charge’ as the trigger event in Stripe.
• Connect your Stripe account by providing the necessary API keys.
• Test the connection to ensure everything is set up correctly.

After successfully connecting Stripe, the next step is to select Infusionsoft as the action application. This is where you will specify the tagging of existing contacts based on the new charges received.

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3. Adding Tags to Existing Contacts in Infusionsoft

Now that you have set up both applications, you will configure how Pabbly Connect will add tags to existing contacts in Infusionsoft. Choose the action event as ‘Add Tag to Contact’.

• Select the Infusionsoft account where you want to tag the contacts.
• Map the fields from Stripe to Infusionsoft, ensuring you select the correct contact based on the email address.
• Specify the tag you want to assign to the contact.

Once you have mapped the fields correctly, perform a test to verify that the tagging process works as intended. This ensures that every new charge in Stripe will automatically tag the corresponding contact in Infusionsoft.

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4. Test the Integration Workflow

After setting up the tagging mechanism, it’s crucial to test the entire workflow using Pabbly Connect. This will confirm that everything operates smoothly from Stripe to Infusionsoft.

Initiate a test charge in Stripe and check if the corresponding contact in Infusionsoft receives the appropriate tag. Review the logs in Pabbly Connect to ensure that the integration captured the event accurately.

If the test is successful, you can finalize the workflow and set it to active. This will allow the automation to run in real-time, tagging contacts whenever new charges occur.

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5. Activate Your Pabbly Connect Workflow

Once testing is complete, the final step is to activate your workflow on Pabbly Connect. This ensures that your integration runs continuously without manual intervention.

Go to the dashboard, find your workflow, and toggle the activation switch. With this, your integration between Stripe and Infusionsoft is live, and all new charges will automatically tag existing contacts.

Make sure to monitor the performance of your workflow periodically to ensure it operates as expected. Adjust settings as necessary to refine the automation process.

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Conclusion

Using Pabbly Connect, you can efficiently tag existing contacts in Infusionsoft for new Stripe charges. This automation streamlines your workflow, ensuring that all relevant contacts are updated in real-time.