Author: Rajpal Tomar

Learn how to integrate Google Contacts with Elementor form submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, first, sign in to your Pabbly account. Pabbly Connect is the integration platform that allows you to automate tasks between Google and Elementor.

Once logged in, you will see the dashboard. From here, click on the Pabbly Connect option to access the workflows. You can create a new workflow by selecting the plus icon and naming it accordingly.

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2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow to connect Elementor form submissions with Google Contacts. Click on Pabbly Connect and then select Create Workflow. Name your workflow something like ‘Create Google Contacts on Elementor Form Submission’.

• Select the folder where you want to save this workflow.
• After naming your workflow, click on Create.

Once created, you will see two boxes appear: one for the trigger and one for the action. The trigger will be the Elementor form submission, and the action will be creating a new contact in Google.

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3. Setting Up the Trigger for Elementor Form Submission

To set up the trigger, select Pabbly Connect as your trigger application. Choose the event as New Form Submission. This means that every time a form is submitted, it will trigger the workflow.

Next, you will need to connect your Elementor form to Pabbly Connect. A webhook URL will be provided. Copy this URL and paste it into the Elementor form settings under the Webhook option.

• Open your WordPress dashboard and navigate to the Elementor form you want to connect.
• In the form settings, look for Actions After Submit and click Add Webhook.
• Paste the copied webhook URL and save the changes.

Now, your Elementor form is connected to Pabbly Connect, and it will send data every time the form is submitted.

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4. Setting Up the Action to Create Google Contacts

After setting the trigger, you will need to define the action. Select Pabbly Connect as the action application and choose Create Contact as the event. This will create a new contact in Google every time the trigger is activated.

Next, you will be prompted to connect your Google account. Click on Connect and follow the authorization steps. Once connected, you will use a process called mapping to enter data from the Elementor form into the Google Contacts fields.

Map the fields from your Elementor form to the corresponding fields in Google Contacts. For example, map the first name, last name, email, and phone number accordingly.

After mapping, click on Save & Send Test Request to test the integration, ensuring that a new contact is created in your Google account.

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5. Testing the Integration and Finalizing

Now that you have set up both the trigger and action, it’s time to test the integration. Go back to your Elementor form, fill in the details, and submit the form. This will trigger the workflow in Pabbly Connect.

After submission, check your Google Contacts to verify if the new contact has been created successfully. If everything is set up correctly, you should see the details you entered in the form reflected in your Google Contacts.

This integration allows you to instantly create Google Contacts with every Elementor form submission, streamlining your processes efficiently with Pabbly Connect.

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Conclusion

Using Pabbly Connect, you can seamlessly integrate Google Contacts with Elementor form submissions. This automation enhances data management and ensures that every submission is captured as a contact instantly.

Learn how to automate WooCommerce order notifications through WhatsApp and manage them in Notion using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WooCommerce order notifications, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by signing in to your existing Pabbly Connect account or create a new one for free.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see the option to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. This will allow you to set up the automation needed for sending WhatsApp messages and adding order details to Notion.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects WooCommerce with WhatsApp and Notion using Pabbly Connect. Enter a descriptive name for your workflow, such as ‘Send WooCommerce Order Details via WhatsApp and Add Order Details in Notion 100% Automated.’ Select the appropriate folder to save your workflow.

• Enter a name for your workflow.
• Select a folder for organization.
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger section is where you specify the event that starts the automation, while the Action section defines what happens as a result of that trigger. This is crucial for the integration process.

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3. Setting Up the Trigger with WooCommerce

To initiate the automation, you need to set up the trigger in Pabbly Connect. Select WooCommerce as the trigger application. The specific event you want to trigger is ‘New Order Created.’ This means that every time a new order is placed, the automation will start.

Next, Pabbly Connect will provide a webhook URL. Copy this URL and head over to your WooCommerce settings. Under the Advanced tab, select ‘Webhooks’ and click on ‘Add Webhook.’ Fill in the details, including the name, status, and the copied webhook URL. Set the topic to ‘Order Created’ and ensure the webhook is active.

• Copy the webhook URL from Pabbly Connect.
• Navigate to WooCommerce > Settings > Advanced > Webhooks.
• Click ‘Add Webhook’ and fill in the required details.

After saving the webhook, go back to your Pabbly Connect workflow and click on ‘Capture Webhook Response’ to test if the integration is successful. Create a dummy order in WooCommerce to see if the response is captured correctly.

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4. Sending WhatsApp Messages via WhatsApp Cloud API

Once the trigger is set up, the next step is to send a WhatsApp message to the customer using Pabbly Connect. Select WhatsApp Cloud API as the action application. The action event should be set to ‘Send Template Message’ so that the customer receives an order confirmation.

Connect your WhatsApp Cloud API to Pabbly Connect by entering the required credentials such as the token, phone number ID, and WhatsApp Business Account ID. After connecting, select the message template you created for order confirmations. Ensure that the recipient’s mobile number is mapped correctly from the previous step.

Select the WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the recipient’s mobile number and other necessary fields.

After configuring the message settings, click on ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. You should receive a confirmation message on your WhatsApp with the order details.

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5. Adding Order Details to Notion

Finally, to keep track of all orders, you will add the order details to Notion through Pabbly Connect. Select Notion as the next action application and choose ‘Create Database Item’ as the action event. This will allow you to create a new entry in your Notion database for each order.

Connect your Notion account to Pabbly Connect and select the database where you want to store the order details. Map the necessary fields such as phone number, shipping address, email, and product details. After filling in all the required fields, click on ‘Save and Send Test Request’ to create the database item.

Choose Notion as the action application. Select ‘Create Database Item’ as the action event. Map all required fields from the previous steps.

Once the test request is successful, you will see the new order details reflected in your Notion database. This completes the entire automation process, ensuring that your WooCommerce orders are efficiently communicated to customers via WhatsApp while also being logged in Notion.

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Conclusion

By following this tutorial, you can effectively automate the process of sending WooCommerce order details via WhatsApp and logging them in Notion using Pabbly Connect. This integration not only enhances customer communication but also streamlines your order management process.

Learn how to automate Zendesk ticket creation for failed Razorpay payments 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 Integration

To create a Zendesk ticket on failed Razorpay payment, start by accessing Pabbly Connect. Visit the Pabbly Connect homepage by typing the URL in your browser.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in. Upon signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Create Zendesk Ticket on Failed Razorpay Payment’.

• Select a folder to save your workflow, such as ‘Automations for E-commerce Store’.
• Click on ‘Create’ to proceed to the next step.

Once created, you will see options for trigger and action. The trigger will be Razorpay, and the action will be Zendesk. This setup allows for automation whenever a payment fails in Razorpay, creating a corresponding ticket in Zendesk.

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3. Setting Up the Trigger for Razorpay

In the trigger section of Pabbly Connect, select Razorpay as the application. Then, choose the trigger event as ‘Payment Failed’. This event will start the workflow whenever a payment fails.

After selecting the trigger event, you will receive a webhook URL. Copy this URL to set up the connection in Razorpay. Navigate to your Razorpay dashboard, go to ‘Accounts and Settings’, and select ‘Webhooks’.

• Click on ‘Add New Webhook’ and paste the copied URL.
• Choose ‘Payment Failed’ as the active event.
• Click ‘Create Webhook’ to save your settings.

After setting this up, Pabbly Connect will be ready to capture failed payment responses from Razorpay.

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4. Configuring the Action to Create a Zendesk Ticket

Next, you need to set up the action in Pabbly Connect. Click on the ‘Add Action Step’ button and select Zendesk as the application. Choose the action event as ‘Create Ticket’.

To connect to Zendesk, you will need to enter your Zendesk account credentials, including your username and subdomain. Ensure that password access for API is enabled in your Zendesk account settings.

Fill in the subject field with a dynamic message, such as ‘Payment Failure Notification for Order ID’. Map the order ID from the Razorpay response to ensure each ticket is unique. Add customer details like name and email from the Razorpay response.

Once all details are mapped, click ‘Save and Send Test Request’. This will create a test ticket in Zendesk, confirming that the connection is successful.

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5. Testing the Integration Workflow

To ensure everything works, perform a test payment in Razorpay with incorrect details to simulate a failed transaction. This will trigger the workflow in Pabbly Connect.

After the payment fails, check your Zendesk account for a new ticket. The ticket should contain all relevant information about the failed payment, including the order ID and customer details.

Repeat the test to verify that the integration consistently creates tickets for failed payments. This confirms that your automation setup using Pabbly Connect is functioning correctly.

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Conclusion

By following these steps, you can automate the creation of Zendesk tickets on failed Razorpay payments using Pabbly Connect. This integration enhances customer support efficiency and ensures timely follow-ups on payment issues.

Learn how to automate Freshdesk ticket creation from Google Sheets rows 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. Accessing Pabbly Connect for Integration

To automate Freshdesk ticket creation from new Google Sheets rows, you will first need to access Pabbly Connect. Start by opening your web browser and navigating to Pabbly’s website. If you do not have an account, you can sign up for free, which allows you to create up to 100 tasks monthly.

Once logged in, click on the Pabbly Connect option. You will be directed to the dashboard where you can create a new workflow. This will be the foundation for connecting Google Sheets with Freshdesk, allowing you to set up triggers and actions smoothly.

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2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; a suitable name would be ‘Create Freshdesk Tickets from New Google Sheets Rows’. Make sure to select the appropriate folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Set Google Sheets as your trigger application.

This step establishes the foundation of your automation, where Google Sheets will trigger the workflow each time a new row is added.

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3. Setting Up the Trigger for Google Sheets

After naming your workflow, you need to set up the trigger event in Pabbly Connect. Select Google Sheets and choose the event ‘New or Updated Spreadsheet Row’. This signifies that the workflow will initiate whenever a new row is added or an existing row is updated.

You will now need to connect Google Sheets with Pabbly Connect. To do this, copy the webhook URL provided. Then, head to your Google Sheets, navigate to Extensions, and select the Pabbly Connect VB Books extension. If you do not have this extension installed, you can add it from the Google Workspace Marketplace.

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4. Connecting Google Sheets to Pabbly Connect

Once the Pabbly Connect VB Books extension is installed, go back to your Google Sheets. Click on Extensions, then Pabbly Connect VB Books, and choose Initial Setup. Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the last data entry column (e.g., Column G).

After setting this up, click on ‘Send Test’ to ensure the connection works. If successful, you can submit the setup. This configuration allows the data from the specified row to be sent to Pabbly Connect whenever a new entry is made.

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5. Setting Up the Action to Create Freshdesk Tickets

Next, you need to configure the action step in Pabbly Connect. For this, select Freshdesk as your action application and choose the action event ‘Create Ticket’. To connect Freshdesk with Pabbly Connect, you will need your Freshdesk API key and subdomain.

Log into your Freshdesk account to retrieve these details. Your subdomain is found in the URL of your Freshdesk account, and the API key can be accessed from your profile settings. Once you input these details into Pabbly Connect, you can map the required fields from your Google Sheets data to the Freshdesk ticket fields, such as requester name, issue description, and priority.

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Conclusion

In this tutorial, we demonstrated how to automate Freshdesk ticket creation from new Google Sheets rows using Pabbly Connect. By following the steps outlined, you can streamline your customer support process and enhance overall efficiency. The integration ensures that customer issues are addressed promptly, leading to improved satisfaction.

Learn how to auto-post YouTube Shorts with tags and descriptions using Pabbly Connect, Notion, and Google Gemini in this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To auto-post YouTube Shorts with tags and descriptions, we start by accessing Pabbly Connect. First, navigate to the Pabbly website and log in to your account. If you are a new user, click on ‘Sign Up for Free’ to get started with 100 tasks free per month.

Once logged in, you will see a dashboard with various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin creating your automation workflow. This platform allows seamless integration between Notion, Google Gemini, and YouTube, making the automation process efficient and straightforward.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it. Name it something descriptive like ‘Auto-Post YouTube Shorts’. After naming, click on ‘Create’ to proceed.

• Select ‘Notion’ as the trigger application.
• Choose ‘New Database Item’ as the trigger event.
• Connect your Notion account by selecting or adding a new connection.

After setting up the trigger, you will need to select the database you want to monitor in Notion. This setup allows Pabbly Connect to check for new entries automatically, ensuring your YouTube Shorts are posted with the latest information.

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3. Integrating Google Gemini for Content Generation

Next, we will integrate Google Gemini to generate descriptions and tags for your YouTube Shorts. In your Pabbly Connect workflow, add a new action step and select ‘Google Generative AI’ as the application. Choose ‘Generate Content’ as the action event.

To connect your Google account, you will need an API key. Follow the instructions provided in Pabbly Connect to obtain this key from your Google AI Studio. Once connected, you can set up the prompt for generating content.

• Enter a prompt like ‘Generate description for my YouTube short on the title.’
• Map the title from the previous step to make it dynamic.
• Select the model as ‘Gemini Pro’.

After setting up the prompt, click ‘Save and Send Test Request’ to generate the description. This allows Pabbly Connect to dynamically create content based on your inputs.

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4. Uploading the Generated Content to YouTube

Once you have the generated description and tags, the next step is to upload your content to YouTube. In Pabbly Connect, add another action step and select ‘YouTube’ as the application. Choose ‘Upload Video’ as the action event.

Connect your YouTube account and set the necessary fields such as video title, description, URL, and tags. Map the relevant fields from the previous steps to ensure all information is correctly populated.

Map the video title from Notion. Map the description generated from Google Gemini. Enter the video URL and tags accordingly.

Finally, click on ‘Save and Send Test Request’ to initiate the upload. This process highlights how Pabbly Connect seamlessly connects various applications to automate your YouTube posting.

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5. Finalizing Your Automation Workflow

To finalize your automation in Pabbly Connect, review the entire workflow to ensure all steps are correctly set up. This includes the trigger from Notion, content generation from Google Gemini, and video upload to YouTube.

Once everything is confirmed, you can enable the workflow. This automation will now run according to the trigger conditions you set, allowing you to focus on creating quality content without the hassle of manual uploads.

By utilizing Pabbly Connect, you can maintain consistency and save time in your content creation process. This automated setup will ensure your YouTube Shorts are posted with the correct tags and descriptions every time.

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Conclusion

In this tutorial, we explored how to auto-post YouTube Shorts with tags and descriptions using Pabbly Connect, Notion, and Google Gemini. By following the steps outlined, you can streamline your video posting process and focus on creating engaging content.

Learn how to automatically add Facebook leads as persons in Pipeline CRM using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. 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 for Facebook and Pipeline CRM Integration

To integrate Facebook leads with Pipeline CRM, start by accessing Pabbly Connect. Sign in to your Pabbly account by clicking on the ‘Sign In’ button at the top right corner of the Pabbly website.

If you are a new user, click on ‘Sign Up for Free’ to create your account. You will receive 100 free tasks every month, which is perfect for testing this integration.

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2. Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see your dashboard. Click on the ‘Create Workflow’ button to start a new integration process. Name your workflow something like ‘Add Facebook Leads to Pipeline CRM’.

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two boxes appear: one for the trigger and one for the action. The trigger is the event that starts the automation, while the action is what happens as a result.

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3. Set Up Facebook Trigger in Pabbly Connect

In the trigger box, select Facebook as your application. Choose the event as ‘New Lead’. This will trigger the workflow whenever a new lead is generated on Facebook.

Next, you will need to connect your Facebook account to Pabbly Connect. If you are already logged in, it will not ask for permissions again. Select the Facebook page and the form from which you want to fetch leads.

• Choose the page from which leads will be collected.
• Select the form that captures the leads.

Once you have selected the appropriate options, click on ‘Save & Send Test Request’ to ensure everything is set up correctly. Check for the response to confirm that the integration is working.

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4. Add Lead to Pipeline CRM via Pabbly Connect

Now, in the action box, select Pipeline CRM as your application. Choose the action event as ‘Create Person’. This action will add the new Facebook lead as a person in your Pipeline CRM.

To connect Pipeline CRM with Pabbly Connect, you will need your API key. Log into your Pipeline CRM account, navigate to the profile section, and find the API integrations to generate your API key. Copy this key and paste it into Pabbly Connect.

Enter the API key in the designated field. Map the fields from Facebook to Pipeline CRM (like first name, last name, email, etc.).

After mapping the necessary fields, click on ‘Save & Send Test Request’ to ensure the lead is added successfully to Pipeline CRM.

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5. Test and Verify the Facebook to Pipeline CRM Integration

To verify that the integration works, go back to your Facebook lead form and submit a new test lead. Ensure you fill in the required fields with dummy details.

Once submitted, return to your Pipeline CRM and check if the new lead appears as a person. If everything is set up correctly, you should see the lead listed with the details you provided.

Confirm the first name, last name, phone number, and email address are correctly populated. Repeat the test with different details to ensure consistency.

If you successfully see the new lead in your Pipeline CRM, the integration is complete and functioning as intended through Pabbly Connect.

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Conclusion

This tutorial demonstrated how to integrate Facebook leads into Pipeline CRM using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads efficiently.

Learn how to automate adding Klaviyo subscribers to different lists based on WooCommerce product orders using Pabbly Connect. Step-by-step guide included. 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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Accessing Pabbly Connect for Integration

To automate the process of adding Klaviyo subscribers based on WooCommerce product orders, you first need to access Pabbly Connect. Go to the Pabbly Connect homepage by typing the URL Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create your account. Once registered, you will receive 100 free tasks every month to explore the features of Pabbly Connect. Existing users can simply sign in to access their dashboard.

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Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow. Name it ‘Add Klaviyo Subscriber in Different Lists Based on WooCommerce Product Order’ for clarity.

Next, select a folder for this workflow, such as ‘Automations for E-commerce Store’. Once your workflow is created, you will see two windows: one for the trigger and another for the action. Here, you will set WooCommerce as your trigger application, which will initiate the workflow.

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Setting Up WooCommerce as Trigger in Pabbly Connect

In the trigger application setup, select WooCommerce and then choose the trigger event as ‘New Order Created’. This event will activate the workflow whenever a new order is placed. Upon selecting the trigger event, you will receive a webhook URL.

This webhook URL acts as a bridge to transfer data between WooCommerce and Pabbly Connect. Copy this URL and navigate to your WooCommerce store settings. Under WooCommerce settings, go to ‘Advanced’ and then select ‘Webhooks’ to create a new webhook.

• Name the webhook (e.g., Course Purchase).
• Set the status to Active.
• Select the topic as ‘Order Created’.
• Paste the copied webhook URL.
• Select the API version as V3 and click ‘Save Webhook’.

Once saved, return to Pabbly Connect to capture the test response, confirming that the connection is established successfully.

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Adding Subscribers to Klaviyo Lists Based on Product Ordered

Now that the connection is established, the next step is to add subscribers to specific Klaviyo lists based on the product purchased. You will use a router in Pabbly Connect to direct subscribers to the correct list. First, set up the router as your action step.

In the router, create two routes: one for the Python course and another for the Java course. For each route, set a filter condition based on the product name purchased. For example, if the product is ‘Python Course’, the workflow will follow the first route.

• Select the label as the product name from the previous response.
• Set the filter type to ‘Equal To’ and the value to the respective course name.
• Test the filter to ensure it correctly identifies the product purchased.

Once the conditions are set, you can proceed to add the subscriber to Klaviyo by selecting the action event ‘Create Profile’ in Klaviyo. Map the necessary subscriber details from the WooCommerce response to create a new subscriber.

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Finalizing the Integration and Testing

After setting up the action for creating a subscriber, you can add them to the appropriate list in Klaviyo. Use the action event ‘Add Profiles to List’ and select the relevant list based on the product ordered. Map the subscriber ID from the previous step.

To test the integration, place a test order in your WooCommerce store for each course. Monitor the responses in Pabbly Connect to ensure that subscribers are added to the correct lists. You should see the new subscribers appear in your Klaviyo account under the appropriate lists.

Once confirmed, rename your routes for clarity, and your workflow is ready to run in real-time. This automation ensures that every time a customer purchases a course, they are correctly added to your email marketing lists without manual intervention.

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Conclusion

In this tutorial, we successfully integrated Klaviyo with WooCommerce using Pabbly Connect. By automating the process of adding subscribers to different lists based on product orders, you can enhance your marketing efforts and maintain organized customer segments.

Discover how to automate Google Forms using Pabbly Connect to streamline your workflows. Learn step-by-step integrations with WhatsApp, SMS, and more. 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. Accessing Pabbly Connect for Google Forms Automation

To start automating Google Forms with Pabbly Connect, visit the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 free tasks each month.

Once you have signed up or logged in, you will see the dashboard where you can create and manage your automation workflows. Click on the ‘Create Workflow’ button to begin your automation process.

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2. Creating Google Tasks from Google Form Responses

For the first automation, we will create a Google Task whenever a new response is received in Google Forms using Pabbly Connect. Start by selecting Google Forms as your trigger application and choose the event ‘New Response Received’.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Follow the steps to connect Google Forms with Pabbly Connect using the provided webhook URL.

After connecting, you can map the data from the Google Form submission to create a task in Google Tasks. This automation will ensure that every new form submission results in a task being created automatically.

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3. Sending Product Brochures via Email from Google Forms

Next, we will set up an automation to send product brochures via email whenever a new Google Form submission occurs. Again, use Pabbly Connect to connect Google Forms as the trigger application.

• Select Google Forms and choose ‘New Response Received’ as the trigger event.
• Connect Google Forms to Pabbly Connect using the webhook URL.
• Set Gmail as the action application and choose ‘Send Email’ as the action event.

Map the recipient’s email address, subject, and body of the email. Attach the product brochure URL to ensure customers receive the necessary information promptly.

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4. Sending WhatsApp Messages for Google Form Submissions

This automation will send WhatsApp messages to customers after they submit a Google Form. Start by setting Google Forms as the trigger application in Pabbly Connect.

After connecting Google Forms, select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the recipient’s mobile number and the message body, ensuring you use a pre-created template for consistency.

This process allows for immediate communication with customers, enhancing their experience and keeping them informed.

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5. Sending SMS Notifications for Google Form Submissions

In our final automation, we will set up SMS notifications for new Google Form submissions using Pabbly Connect. Select Google Forms as the trigger application and define the event as ‘New Response Received’.

Next, connect Twilio as the action application and select ‘Send SMS’ as the action event. Map the phone number and craft a personalized message to be sent to the customer upon submission.

This automation ensures that customers receive timely updates, enhancing engagement and satisfaction with your service.

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Conclusion

By utilizing Pabbly Connect, you can automate Google Forms effectively, integrating with WhatsApp, SMS, and email. These automations streamline workflows and improve customer communication, ultimately enhancing productivity.

Learn how to set up a webhook inside CloudWaitress using Pabbly Connect to automate order management with Google 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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Introduction to Pabbly Connect and CloudWaitress Integration

In this tutorial, we will explore how to set up a webhook inside CloudWaitress using Pabbly Connect. This integration allows you to automate the process of sending order details to Google whenever a new order is placed in CloudWaitress.

CloudWaitress is an online ordering and management system designed for restaurants and food businesses. By using Pabbly Connect, you can effectively streamline operations and enhance customer satisfaction by automating order management.

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Accessing Pabbly Connect to Begin Integration

To start the integration process, first, access your Pabbly Connect account. Once logged in, you will be on the dashboard where you can create a new workflow.

Click on the ‘Create New Workflow’ button to initiate the setup. This is where you will define the connection between CloudWaitress and Google through the webhook functionality offered by Pabbly Connect.

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Setting Up Trigger in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. Select CloudWaitress as your trigger application and choose the event as ‘New Order Placed’. This event will trigger the automation whenever a new order is received.

Next, you will see a webhook URL generated by Pabbly Connect. Copy this URL, as it will be used in the CloudWaitress settings to send order data to Pabbly Connect.

• Select CloudWaitress as the trigger application.
• Choose ‘New Order Placed’ as the trigger event.
• Copy the generated webhook URL for later use.

After copying the webhook URL, you will need to set it up in your CloudWaitress account to complete the integration with Pabbly Connect.

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Configuring Webhook in CloudWaitress

Next, log in to your CloudWaitress account and navigate to the settings of your restaurant. Here, you will find an option for webhooks. Click on this option to begin configuring the webhook.

In the webhook settings, you will need to create a new webhook. Paste the URL you copied from Pabbly Connect into the designated field. Ensure you select the events you want to trigger the webhook, such as ‘Order Created’.

• Navigate to the settings of your restaurant in CloudWaitress.
• Click on the webhooks option and create a new webhook.
• Paste the copied webhook URL and select the event ‘Order Created’.

Once you have configured the webhook, save the settings. Now your CloudWaitress account is connected to Pabbly Connect and ready to send order data whenever a new order is placed.

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Testing the Integration with Pabbly Connect

After setting up the webhook, it’s essential to test the integration. Go back to Pabbly Connect and click on the ‘Test Trigger’ button. This will check if the webhook is correctly receiving data from CloudWaitress.

To perform the test, place a test order in your CloudWaitress account. After placing the order, return to Pabbly Connect to see if the data has been successfully received. You should see the order details populated in the Pabbly workflow.

Click on the ‘Test Trigger’ button in Pabbly Connect. Place a test order in CloudWaitress. Check for received data in Pabbly Connect workflow.

If you see the order details, the integration is successful. You can now automate further actions using the data received from CloudWaitress via Pabbly Connect.

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Conclusion

Setting up a webhook inside CloudWaitress using Pabbly Connect allows you to automate order management efficiently. By following these steps, you can ensure that order details are seamlessly sent to Google, enhancing your operational efficiency.

This integration not only streamlines your order processing but also improves customer satisfaction by reducing wait times and errors. Start using Pabbly Connect today to optimize your restaurant’s operations.

Learn how to automate sending WhatsApp messages to new Facebook Lead Ads leads using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Automation

To start sending WhatsApp messages to new Facebook Lead Ads leads, you need to access Pabbly Connect. This platform will facilitate the integration between Facebook Lead Ads and WhatsApp. Begin by opening your browser and navigating to the Pabbly Connect landing page.

Once there, you will find options to sign in or sign up. If you are new, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in. After signing in, you will be directed to the ‘All Apps’ page, where you can click on ‘Access Now’ under Pabbly Connect.

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create an automation workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Facebook Lead Ads to WhatsApp’. You can choose a folder in your Pabbly account for this workflow and then click on ‘Create’.

In the automation workflow, you will see two windows: the trigger window and the action window. The trigger window will be used to connect Facebook Lead Ads, while the action window will handle WhatsApp messaging through WaBots. This setup allows you to automate the process effectively.

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Facebook Lead Ads to WhatsApp’).
• Select a folder for the workflow.

After creating the workflow, you will be ready to set up the trigger for Facebook Lead Ads.

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Setting Up the Facebook Lead Ads Trigger

To set up the trigger in Pabbly Connect, you need to select ‘Facebook Lead Ads’ as the app in the trigger window. Choose the trigger event as ‘New Lead Instant’ and click on ‘Connect’. You will then need to add a new connection to link your Facebook account with Pabbly Connect.

After clicking on ‘Connect with Facebook Lead Ads’, you will be prompted to select the Facebook page where you are running your lead ads. Choose the appropriate page, such as ‘Color Splash Paints’, and select the lead generation form you want to use. Once you have made your selections, click on ‘Save and Send Test Request’ to confirm the connection.

• Select ‘Facebook Lead Ads’ as the app.
• Choose the trigger event ‘New Lead Instant’.
• Connect your Facebook account and select the page.

After saving the request, Pabbly Connect will wait for a response from Facebook Lead Ads, confirming that the integration is successful.

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Sending WhatsApp Messages Using WaBots

With the trigger set up, the next step is to send WhatsApp messages to the new leads using WaBots through Pabbly Connect. In the action window, search for ‘WaBots’ and select it. For the action event, choose ‘Custom API Request’ and click on ‘Connect’ to add a new connection.

You will need to enter the API key for your WaBots account. Before doing this, ensure that you have connected your WhatsApp Cloud API account with WaBots. This is crucial for sending messages. After entering the API key, configure the API request by mapping the phone number field to the number received from Facebook Lead Ads.

Select ‘WaBots’ as the app in the action window. Choose the action event ‘Custom API Request’. Map the phone number to the lead’s number from Facebook.

After configuring the API request, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully.

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Testing the Automation Workflow

To ensure that your automation workflow is functioning correctly, you can test it by generating a new lead using the Facebook Lead Ads testing tool. After creating a test lead, check your WhatsApp account to confirm that the message has been received. This will validate that Pabbly Connect is successfully sending messages to new leads.

Once you confirm that the message is sent, you can refine your workflow by ensuring that the lead’s phone number is dynamically mapped in the message sending step. This makes sure that every new lead receives the correct WhatsApp message automatically.

After testing, you can delete the previous lead and generate another test lead to see if the workflow continues to function as intended. This is a crucial step to ensure everything is working smoothly.

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Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages to new Facebook Lead Ads leads using Pabbly Connect. By following the steps outlined, you can streamline your lead nurturing process effectively. With this integration, you can ensure timely communication with your leads, enhancing your business outreach.