Author: Rajpal Tomar

Learn how to auto post The Hindu RSS feed on Telegram using Pabbly Connect. This detailed tutorial guides you through every step of the integration process.

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Introduction to Pabbly Connect for Automation

Pabbly Connect is a powerful integration platform that allows you to automate tasks between different applications. In this tutorial, we will use Pabbly Connect to auto post The Hindu RSS feed on Telegram. This automation will save time and ensure that your subscribers receive the latest updates directly on Telegram.

To begin, access the Pabbly Connect website. If you are a new user, you can sign up for free and get 100 free tasks every month. Existing users can simply log in to their accounts to access the dashboard and start creating workflows.

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Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box where you can name your workflow. For this tutorial, we will name it ‘How to Auto Post The Hindu RSS Feed on Telegram’.

Next, you will need to select a folder to save your workflow. Click on the arrow to view your existing folders and select the folder named ‘RSS Feed Automations’. Once you have named your workflow and selected the appropriate folder, click on the ‘Create’ button to proceed.

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Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow. The trigger application will be ‘RSS by Pabbly’. Select this application and choose the trigger event as ‘New Item in Feed’. This means that whenever a new item appears in the RSS feed, it will trigger the next action.

To configure the trigger, you will need to provide the feed URL from The Hindu RSS feed. Here’s how to do it:

• Open The Hindu RSS feed page and copy the URL for the business category.
• Paste the copied URL into the feed URL field in Pabbly Connect.
• Set the filter type to ‘Default Recommended’.

After completing these steps, click on ‘Save and Send Test Request’ to capture the latest feed item. This confirms that your RSS feed is successfully connected to Pabbly Connect.

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Setting Up the Action in Pabbly Connect

Now that we have our trigger set up, we will configure the action step. The action application will be ‘Telegram Bot’. Select this application and choose the action event as ‘Send a Text Message’. This action will send a message to your Telegram channel whenever a new RSS feed update is captured.

To connect your Telegram Bot to Pabbly Connect, you need to follow these steps:

• Create a new bot using BotFather on Telegram.
• Copy the provided token and paste it into the connection field in Pabbly Connect.
• Add the bot to your Telegram group and make it an admin.

After completing these steps, you can proceed to configure the message details that will be sent to your Telegram channel.

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Finalizing Your Automation in Pabbly Connect

In the final step, you will need to set up the message that will be sent to your Telegram channel. In the message field, write something like ‘Just dropped a fresh update on my RSS feed, check it out for the latest insights, news, and stories’. After this, map the title of the RSS feed from the previous step.

Once you have set up the message, click on ‘Save and Send Test Request’ to test the automation. If everything is set up correctly, your bot should successfully post the RSS feed update in your Telegram group. This confirms that the integration between RSS by Pabbly and Telegram is successfully established through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to auto post The Hindu RSS feed on Telegram using Pabbly Connect. This integration allows you to keep your subscribers updated with the latest news effortlessly. By following the steps outlined, you can create a seamless automation that enhances your Telegram channel’s engagement.

Learn how to automate ebook delivery for reviews using Pabbly Connect, Google Forms, and SMTP. This step-by-step guide covers the entire integration process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Ebook Delivery

To automate ebook delivery for reviews, we will use Pabbly Connect as our integration platform. Start by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks every month to use.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner. You will need to name your workflow, for example, ‘Automate Ebook Delivery for Reviews via Google Forms and Email,’ and select a folder to save it in.

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2. Integrating Google Forms with Pabbly Connect

The next step is to set up Google Forms as the trigger application in Pabbly Connect. Click on the trigger section and select Google Forms as the application. For the trigger event, choose ‘New Response Received’ to capture form submissions.

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

Now, open your Google Forms and go to the responses tab. Click on ‘Link to Sheets’ and create a new spreadsheet to store the responses. This spreadsheet will be connected to Pabbly Connect using the webhook URL you copied earlier.

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3. Configuring Webhook with Google Sheets

To connect the Google Sheets to Pabbly Connect, click on ‘Extensions’ in your Google Sheets, then navigate to ‘Add-ons’ and search for ‘Pabbly Connect Webhooks.’ If it’s not installed, install it first.

Once installed, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ and then click on ‘Initial Setup.’ Paste the webhook URL you copied earlier and set the trigger column as the final data column where responses will be entered.

• Paste the webhook URL in the setup dialog.
• Select the trigger column, typically the last column with responses.
• Enable ‘Send on Event’ to ensure data is sent to Pabbly Connect.

After completing the setup, ensure that the webhook is successfully configured. This will allow Pabbly Connect to capture responses from Google Forms in real-time.

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4. Filtering Responses for Ebook Delivery

Now that we have connected Google Forms to Pabbly Connect, we need to set up a filter to determine which clients will receive the ebook. In Pabbly Connect, add a new action step and select ‘Filter by Pabbly’ as the application.

Set the filter condition to check if the rating provided in the feedback is greater than 6. This ensures that only clients who rate their experience positively will receive the ebook. Click on ‘Save’ after setting the filter.

Choose ‘Filter by Pabbly’ as the action application. Set the filter condition to ‘Rating > 6’. Click ‘Save’ to finalize the filter setup.

This filtering process is crucial as it determines the recipients of the ebook based on their feedback ratings.

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5. Sending the Ebook via SMTP

For the final action step, we will use SMTP by Pabbly to send the ebook to clients who meet the filter criteria. Select ‘SMTP by Pabbly’ as the action application and choose ‘Send Email’ as the action event. using Pabbly Connect

In the SMTP configuration, fill in the required fields such as sender name, sender email, recipient email (mapped from the previous step), subject, and body of the email. The email body should include a thank you message and a link to download the ebook.

After filling in all the necessary details, click on ‘Save’ and send a test request to ensure everything is working correctly. If successful, you should see a confirmation message indicating that the email has been sent.

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Conclusion

In this tutorial, we demonstrated how to automate ebook delivery for reviews using Pabbly Connect, Google Forms, and SMTP. By setting up a seamless integration, you can easily send ebooks to clients who provide positive feedback, enhancing your review marketing automation efforts.

Learn how to connect Bettermode inside Pabbly Connect for efficient community management and automation. Follow our detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Accessing Pabbly Connect for Bettermode Integration

To start connecting Bettermode with Pabbly Connect, first, log in to your Pabbly Connect account. This integration allows you to automate various tasks related to your Bettermode community, enhancing customer engagement and feedback collection. using Pabbly Connect

Once logged in, navigate to the workflows section where you can create a new automation. Here, you will be guided through the steps to set up your Bettermode account within the Pabbly Connect platform.

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2. Setting Up the Bettermode Action in Pabbly Connect

After accessing Pabbly Connect, create a new workflow and proceed to add an action step. In the action step, search for Bettermode and select it. This is where you will define what actions you want to automate, such as creating new posts or adding users. using Pabbly Connect

• Select Bettermode from the app list.
• Choose the action event you want to perform.
• Click on the connect button to set up your connection.

In this step, you will need to select the action event, such as creating a new post. Click on the connect button and choose to add a new connection, which will prompt you for your Bettermode credentials.

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3. Connecting Your Bettermode Account

To connect your Bettermode account, you will need to provide your username or email, password, and access token. Pabbly Connect requires these details to establish a secure connection. using Pabbly Connect

If you do not have your access token, you will need to generate it using the Data Transformer feature in Pabbly Connect. Follow the steps provided in the interface to obtain your access token securely.

• Use the Data Transformer to generate your access token.
• Log in to your Bettermode account to retrieve your store URL.
• Copy the access token and store it securely for future use.

Once you have your access token, return to the Pabbly Connect connection window to enter your email, access token, and password. If you do not have a password, you can use the reset password method to generate a new one.

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4. Creating a New Post in Bettermode Using Pabbly Connect

With your Bettermode account successfully connected, you can now create a new post. Select the space where you want to post and choose the type of post, such as a discussion or question. using Pabbly Connect

Fill in the required details like the post title and content. Ensure that the CMS type for the post is enabled in your Bettermode settings to avoid any issues during posting.

Select the space ID where the post will be created. Choose the post type and enable it in your Bettermode settings. Add the title, content, and optional URL for your post.

After entering all the details, click on save and send test request. You will receive a response indicating whether the post was successfully created in your Bettermode community.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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5. Testing the Integration and Conclusion

After setting up your action event and connecting your Bettermode account, it’s essential to test the integration. Check your Bettermode space to confirm that the post appears as expected.

If the post is created successfully, you have successfully integrated Bettermode with Pabbly Connect. This integration allows for efficient automation of tasks related to your community, enhancing user engagement.

In conclusion, using Pabbly Connect to connect your Bettermode account streamlines your community management and feedback processes. By following these steps, you can automate various tasks, improving overall efficiency and user experience.

Learn how to set up a webhook inside Formspark using Pabbly Connect to automate your lead generation process effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Formspark

Pabbly Connect is a powerful integration platform that allows you to automate workflows between different applications, including Formspark. In this tutorial, we will learn how to set up a webhook inside Formspark using Pabbly Connect.

Formspark is designed for creating and managing online forms without backend development. By integrating Formspark with Pabbly Connect, you can automate the process of transferring lead data to other applications like Google Sheets whenever a form is submitted.

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2. Setting Up Trigger in Pabbly Connect

The first step in setting up the integration is to configure the trigger in Pabbly Connect. Here, we will select Formspark as our trigger application.

To set up the trigger, follow these steps:

• Log in to your Pabbly Connect account.
• Select Formspark as the trigger application.
• Choose the trigger event, which is ‘New Submission’.

Once you select the trigger event, Pabbly Connect will generate a webhook URL for you. This URL will be used to connect Formspark to Pabbly Connect.

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3. Connecting Formspark to Pabbly Connect

Now that we have the webhook URL from Pabbly Connect, we need to connect it to Formspark. This step is crucial for transferring data from Formspark to other applications.

To connect Formspark to Pabbly Connect, follow these steps:

• Log in to your Formspark account.
• Open the form you created for lead generation.
• Go to the settings section and find the Webhook option.
• Paste the webhook URL from Pabbly Connect into the designated field.
• Save the settings to update your form.

After saving, your Formspark form is now successfully connected to Pabbly Connect, allowing for data transfer upon form submission.

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4. Testing the Integration with Pabbly Connect

With the connection established, it’s time to test the integration to ensure everything works as expected. This involves submitting a test lead through the Formspark form.

To test the integration:

Go back to Pabbly Connect and wait for the ‘Waiting for Webhook Response’ message. Submit the lead form in Formspark with dummy data. Check Pabbly Connect to see if the response is captured.

Upon submission, the details entered in the form should appear in Pabbly Connect, confirming the successful connection and data transfer.

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5. Conclusion

In this tutorial, we learned how to set up a webhook inside Formspark using Pabbly Connect. This integration allows you to automate lead data transfer to applications like Google Sheets seamlessly. By following the steps outlined, you can streamline your lead generation process effectively.

Utilizing Pabbly Connect not only simplifies this process but also enhances your ability to manage data efficiently across multiple platforms.

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Learn how to collect payments from Razorpay and create GoHighLevel sub-accounts using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start collecting payments from Razorpay and creating GoHighLevel sub-accounts, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged in, you will see the dashboard. Here, you can create workflows that connect Razorpay and GoHighLevel. Make sure to explore the various features available, as they will help streamline your payment collection process.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will need to name your workflow, such as ‘Collect Payments From Razorpay & Create GoHighLevel Sub-Account’.

• Select a folder for your workflow, typically named ‘Automations’.
• After naming and selecting the folder, click the ‘Create’ button.

Now, you have successfully created a workflow. This workflow will consist of triggers and actions that automate the process of collecting payments and creating sub-accounts in GoHighLevel.

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3. Setting Up the Trigger with Razorpay

For the trigger, select Razorpay as the application in Pabbly Connect. Choose the trigger event as ‘Payment Captured’. This ensures that every time a payment is received, it will trigger the workflow.

Upon selecting the trigger, Pabbly Connect will provide a webhook URL. This URL needs to be entered in your Razorpay account under the webhook settings. Follow these steps:

• Log into your Razorpay account and navigate to ‘Account and Settings’.
• Under the ‘Webhooks’ section, click on ‘Add New Webhook’.
• Paste the webhook URL and select ‘Payment Captured’ as the active event.

After saving the webhook, you can test the setup by making a test payment through your Razorpay payment page. This will ensure that the webhook is functioning correctly and that Pabbly Connect receives the payment data.

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4. Creating the GoHighLevel Sub-Account

Once the trigger is set, the next step is to create a sub-account in GoHighLevel using Pabbly Connect. For this, you will select the action application as ‘Lead Connector V2’ and choose the action event as ‘Create Location’ (sub-account).

To establish the connection, click on ‘Connect’ and select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your GoHighLevel account. Make sure to select your agency account during this process.

Map the required fields such as account name, phone number, address, city, state, and postal code. You can leave optional fields blank, such as website and company ID.

After mapping the fields, click on ‘Save and Send Test Request’. A successful response indicates that the sub-account has been created in GoHighLevel.

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5. Sending Email to Customers with Login Credentials

The final step is to notify the customer about their new sub-account by sending an email. For this, select Gmail as the action application in Pabbly Connect and choose the action event as ‘Send Email V2’.

Connect your Gmail account by clicking ‘Connect’ and authorizing Pabbly Connect. Fill in the recipient’s email address, which can be mapped from the previous steps. Customize the email content to include login credentials.

Set the email subject to something like ‘Payment Received – Access Your GoHighLevel Account’. In the email body, include the login URL, email, and password for the sub-account.

After filling in all required fields, click on ‘Save and Send Test Request’. A successful response confirms that the email has been sent to the customer with their login details.

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Conclusion

In this tutorial, we explored how to collect payments from Razorpay and create GoHighLevel sub-accounts using Pabbly Connect. This integration automates the entire process, ensuring that customers receive their login credentials promptly after payment. By leveraging Pabbly Connect, you can streamline your operations efficiently.

Learn how to automate sending registration confirmation emails on Google Forms submission using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Automation

To send registration confirmation emails on Google Forms submission, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free to get started with 100 tasks every month.

Once logged in, navigate to the dashboard where you will find various Pabbly applications. Click on Pabbly Connect to begin creating your automation workflow. This platform is essential for connecting Google Forms with Gmail to automate the email confirmation process.

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2. Creating a Workflow in Pabbly Connect

The next step involves creating a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow something like ‘Send Registration Confirmation Emails on Google Form Submission.’ You can select a folder for better organization.

• Click on ‘Create’ to open the workflow window.
• Select ‘Google Forms’ as your trigger application.
• Choose ‘New Response Received’ as the trigger event.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will link your Google Forms account with the workflow. Copy this URL for the next steps.

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3. Setting Up Google Forms with Pabbly Connect

Now, you need to set up your Google Forms to work with Pabbly Connect. Open your Google Forms and link it to a Google Sheets document where responses will be stored. Click on the ‘View in Sheets’ option to confirm the linkage.

Next, go to Extensions > Add-ons > Get Add-ons and search for the Pabbly Connect Webhook. If you haven’t installed it yet, do so now. Once installed, navigate back to Extensions and select Pabbly Connect Webhook to open the initial setup.

• Paste the webhook URL you copied earlier into the setup.
• Specify the trigger column as the last column where data will be entered.
• Click on ‘Submit’ to complete the setup.

With this, your Google Forms is now connected to Pabbly Connect, and it is ready to receive data from form submissions.

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4. Testing the Workflow with Pabbly Connect

To ensure everything is functioning correctly, perform a test submission through your Google Form. Fill in the required fields and submit the form. Once submitted, check your linked Google Sheets to confirm that the response has been recorded.

Return to Pabbly Connect and click on ‘Send Test’ to verify that the data from Google Forms has been successfully sent to your workflow. Make sure the button for sending on event is activated to keep the workflow active.

Check the workflow for received responses and ensure all fields are populated correctly. If the test is successful, you will see a confirmation message in Pabbly Connect.

This step is crucial to ensure that your automation is working as intended before moving on to the final action step.

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5. Sending Email Confirmation Using Pabbly Connect

The final step is to set up the email confirmation process using Pabbly Connect. For the action application, select ‘Gmail’ and choose ‘Send Email V2’ as the action event. Connect your Gmail account by allowing the necessary permissions.

Map the recipient’s email address from the previous response to ensure that each registrant receives their personalized confirmation email. Customize the email subject and content to include dynamic fields, such as the registrant’s name, to make the email more personal.

Set the email subject as ‘You are registered [Name] for the Webinar Confirmation’. Include a personalized message in the email body thanking the registrant. Click ‘Save’ and then ‘Send Test Request’ to verify the email functionality.

After sending the test email, check your Gmail to confirm receipt. This ensures that your workflow in Pabbly Connect is successfully sending registration confirmation emails as intended.

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Conclusion

In summary, using Pabbly Connect allows you to automate the process of sending registration confirmation emails upon Google Forms submission. By following the steps outlined, you ensure a seamless integration that enhances communication with your registrants, ultimately reducing no-shows for your events.

Discover the top 5 SMS marketing automations using Pabbly Connect. Learn how to enhance your business communication with automated SMS workflows. 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 SMS Marketing Automations

To begin utilizing Pabbly Connect for SMS marketing automations, first, access the Pabbly Connect website. If you are a new user, you can sign up for a free account that offers 100 free tasks every month. For existing users, simply log in to your account.

Once logged in, you will see the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow and select a folder to save it in. After naming the workflow, click on ‘Create’ to proceed.

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2. Send SMS on New Form Submission using Pabbly Connect

The first automation we will explore is sending SMS messages upon new form submissions through Elementor. In your workflow, set the trigger application to Elementor and select ‘New Form Submission’ as the trigger event. This allows Pabbly Connect to capture responses from your form submissions automatically.

• Select Elementor as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect into your Elementor settings.

After setting up the trigger, proceed to configure the action step. Choose Twilio as the action application and select ‘Send SMS Message’ as the action event. Here, you will need to map the recipient’s phone number and the SMS body, which can be customized as needed. Finally, click on ‘Save and Send Test Request’ to verify the integration.

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3. Send SMS Automatically from Google Sheets

Next, we will automate SMS sending from Google Sheets using Pabbly Connect. For the trigger application, select Google Sheets and choose ‘New Updated Spreadsheet Row’ as the trigger event. This setup allows Pabbly Connect to capture customer data as it is entered into the sheet.

• Choose Google Sheets as the trigger application.
• Select ‘New Updated Spreadsheet Row’ as the trigger event.
• Connect Google Sheets to Pabbly Connect using the provided webhook URL.

Once the trigger is set, configure the action step by selecting Twilio again. Specify the SMS body and recipient’s phone number, ensuring that the customer details from Google Sheets are correctly mapped. After entering all necessary information, click ‘Save and Send Test Request’ to complete the setup.

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4. Autosave Incoming SMS to Google Sheets

In this automation, we will save incoming SMS messages to Google Sheets using Pabbly Connect. Set the trigger application to Twilio and select ‘New SMS’ as the trigger event. This configuration will allow Pabbly Connect to capture any SMS received from customers.

Select Twilio as the trigger application. Choose ‘New SMS’ as the trigger event. Use the webhook URL to connect Twilio with Pabbly Connect.

For the action step, select Google Sheets and choose ‘Add New Row’ as the action event. Map the incoming SMS data to the appropriate fields in your Google Sheets. After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the SMS data is being saved correctly.

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5. Send Bulk SMS from Google Sheets

The final automation involves sending bulk SMS messages to all customers listed in Google Sheets using Pabbly Connect. Set the trigger application to ‘Schedule by Pabbly’ to run this workflow at a specific time. This will allow you to send messages to multiple recipients at once.

Choose ‘Schedule by Pabbly’ as the trigger application. Set the workflow to run once at a specified time. Select Google Sheets as the action application and choose ‘Get Rows’ as the action event.

After retrieving the customer data, use the ‘Iterator by Pabbly’ action to format the data appropriately. Finally, set Twilio as the action application once again and map the SMS body and recipients before clicking ‘Save and Send Test Request’ to complete the bulk SMS sending process.

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Conclusion

In this tutorial, we explored the top 5 SMS marketing automations utilizing Pabbly Connect. These automations streamline your SMS communication processes, enhancing customer engagement and operational efficiency. By implementing these workflows, businesses can significantly improve their marketing strategies.

Learn how to set up automated SMS reminders for Salesforce leads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up Automated SMS Reminders

To set up automated SMS reminders for Salesforce leads, first, access Pabbly Connect. This platform allows seamless integration between various applications, including Salesforce and SMS services.

Visit the Pabbly Connect homepage and sign up for a free account or log in if you are an existing user. Once logged in, you will be directed to the dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the SMS reminder process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. using Pabbly Connect

• Name your workflow as ‘Set Up Automated SMS Reminders for Salesforce Leads’.
• Select your desired folder for saving the workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will need to configure the trigger and action steps to complete the automation process.

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3. Setting Up the Trigger in Pabbly Connect

To initiate the workflow, set up the trigger using the ‘Webhook by Pabbly’. Select ‘Catch Webhook’ as your trigger event. using Pabbly Connect

After selecting the trigger, Pabbly Connect will provide you with a unique Webhook URL. This URL needs to be copied and integrated into your inquiry form created with Elementor. To do this, edit your form and add the Webhook action under the form settings.

• Paste the copied Webhook URL into the designated field.
• Update the form to save the changes.
• Submit a test response to ensure the Webhook is functioning correctly.

Once the test submission is successful, Pabbly Connect will capture the lead data from the form, which will be used in the subsequent action steps.

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4. Configuring Action Steps in Pabbly Connect

With the lead data captured, the next step is to configure the action steps. Start by selecting Salesforce as your action application and choose ‘Create Lead’ as the action event.

Click on ‘Connect’ to establish a connection between Salesforce and Pabbly Connect. If this is your first time connecting, select ‘Add New Connection’ and authorize access to your Salesforce account.

Map the lead data fields from the Webhook response to Salesforce fields. Ensure all required fields are filled correctly. Click on ‘Save and Send Test Request’ to verify the lead creation.

After successfully creating the lead in Salesforce, you will proceed to set up the SMS reminder action.

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5. Sending SMS Reminders Using Pabbly Connect

For the final step, select your SMS application, like Twilio, and choose ‘Send SMS Message’ as the action event. Connect Twilio to Pabbly Connect by entering your Account SID and Authorization Token.

Next, configure the SMS body with the desired message content. Use dynamic fields to personalize each SMS, such as the recipient’s name and appointment date.

Enter the sender number from your Twilio account. Map the recipient’s phone number from the lead data. Click ‘Save and Send Test Request’ to send a test SMS.

Once the SMS is sent successfully, your automated SMS reminder workflow is complete. You can now monitor and adjust the workflow as needed in Pabbly Connect.

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Conclusion

Setting up automated SMS reminders for Salesforce leads using Pabbly Connect streamlines your communication process. By following these steps, you can ensure timely reminders for your leads, enhancing customer engagement and satisfaction.

Learn how to seamlessly integrate Zenler with Instagram Lead Ads using Pabbly Connect. This step-by-step guide covers everything you need for successful enrollment. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To begin the integration process, you first need to access Pabbly Connect. This platform allows you to connect various applications effortlessly. Start by visiting the Pabbly Connect website and logging into your account.

If you are a new user, you can sign up for free and get access to multiple tasks each month. Once logged in, navigate to the dashboard where you will see various Pabbly tools. Click on Pabbly Connect to begin creating your automation workflow.

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this integration, name it something like ‘Enroll Zenler User from Instagram Lead Ads’.

Once named, select the folder where you want to save this workflow. After saving, you will be directed to the workflow window where you will set up the trigger and action. The trigger will be set to Instagram Lead Ads, which is essential for capturing new leads.

• Select Instagram Lead Ads as your trigger application.
• Choose the trigger event as New Lead Instant.
• Connect your Instagram account to Pabbly Connect.

After these steps, you will be ready to configure the lead form that will be used to capture the information of new leads.

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Configuring Instagram Lead Ads in Pabbly Connect

In this section, you will configure Instagram Lead Ads to work with Pabbly Connect. After selecting Instagram Lead Ads as your trigger, you will need to establish a connection. If you haven’t connected your Instagram account to Pabbly Connect yet, do so by adding a new connection.

Once connected, select your Facebook page associated with the Instagram account and the specific lead form you are using. This form is critical as it captures user details when they submit their information through your Instagram ads.

• Select your Facebook page, e.g., Sports Elite Training Center.
• Choose the lead form you created for the online course.
• Click on Save and Send Test Request to ensure everything is working.

After saving, you will need to test the submission to ensure Pabbly Connect captures the lead data correctly.

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Enrolling Users in Zenler through Pabbly Connect

The next step is to enroll leads captured from Instagram Lead Ads into your Zenler course. In this step, you will select Zenler as your action application in Pabbly Connect. Choose the action event as ‘Enroll User to a Course’.

To connect your Zenler account, you will need your API key. This can be found in your Zenler account settings. Paste this API key into Pabbly Connect when prompted. Make sure to enter your school name correctly as well to establish a successful connection.

Enter your Zenler API key and school/account name. Select the course you want to enroll users in. Map the user details such as email, first name, and last name from the lead data.

After mapping the user details, click on Save and Send Test Request to finalize the enrollment process. If successful, you will see a confirmation message in Pabbly Connect.

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Testing and Verifying the Integration

After setting up your workflow in Pabbly Connect, it is crucial to test the integration to ensure everything works smoothly. You can do this by submitting a test lead through the Instagram Lead Ads form. This submission will trigger the workflow you created.

Once the test lead is submitted, return to Pabbly Connect and check if the lead data has been captured correctly. You should see details like the first name, last name, email, and phone number in the workflow response.

Check if the lead appears in your Zenler course. Verify that the confirmation email was sent to the new user. Repeat the test with different leads to ensure reliability.

By following these steps, you can ensure that your integration between Instagram Lead Ads and Zenler through Pabbly Connect is functioning correctly.

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Conclusion

In this tutorial, we explored how to enroll Zenler users automatically from Instagram Lead Ads using Pabbly Connect. This integration allows for seamless lead management and course enrollment, enhancing your lead nurturing process. By following the outlined steps, you can effectively engage with your audience and offer them valuable courses.

Learn how to send SMS alerts for WooCommerce order updates using Pabbly Connect and Twilio. 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. Setting Up Pabbly Connect for WooCommerce and Twilio Integration

To send SMS alerts for WooCommerce order updates, we start with Pabbly Connect. This platform enables seamless integration between WooCommerce and Twilio without any coding. First, access Pabbly Connect by searching for it in your browser.

Once on the Pabbly Connect homepage, you can either sign in or create a new account. If you are new, click on the ‘Sign Up for Free’ button. After signing in, click on the ‘Access Now’ button to enter the dashboard where you will create your workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to automate SMS alerts for WooCommerce order updates. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Sending SMS Alerts for WooCommerce Order Updates’ and select the appropriate folder to save it.

• Click on ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.
• Select WooCommerce as the trigger application.

After selecting WooCommerce, choose the trigger event as ‘Order Updated’. This will allow Pabbly Connect to respond whenever an order status changes in WooCommerce.

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3. Connecting WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you will need to use the Webhook URL provided by Pabbly. Copy this URL and navigate to your WooCommerce settings. Go to ‘Settings’ > ‘Advanced’ > ‘Webhooks’. Here, click on ‘Add Webhook’.

• Name your webhook (e.g., ‘Pabbly Integration’).
• Set the status to ‘Active’.
• Select ‘Order Updated’ as the topic.
• Paste the Webhook URL into the Delivery URL field.

After saving the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to ensure that the connection is successful.

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4. Setting Up SMS Notifications Using Twilio

With WooCommerce connected to Pabbly Connect, the next step is to set up SMS notifications through Twilio. In the action step, select Twilio as your application and choose the action event as ‘Send SMS Message’. Connect Twilio with Pabbly by entering your Account SID and Auth Token.

Now, you will need to customize the SMS content. Use mapping to insert dynamic data such as customer name, order ID, and product details. Your SMS body could look like this: ‘Hi [Customer Name], your order [Order ID] has been successfully completed. Thank you for shopping with us!’ Ensure to map the recipient’s phone number with the country code.

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5. Testing and Verifying the Integration

Finally, test the integration by updating an order in WooCommerce. Change the status of an order to ‘Completed’ or ‘Refunded’. Upon updating, Pabbly Connect should trigger the SMS alert through Twilio, confirming that the integration works as intended.

Monitor the SMS notifications sent to ensure that all customer details are correctly displayed. If everything is set up correctly, your customers will receive timely updates about their order status via SMS, enhancing their overall experience.

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Conclusion

In this tutorial, we successfully integrated WooCommerce with Twilio using Pabbly Connect to send SMS alerts for order updates. By following these steps, you can enhance customer communication and improve service quality in your online store.