Author: Rajpal Tomar

Learn how to automate social media posts on WordPress instantly using Pabbly Connect. This detailed tutorial covers every step of the integration process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin automating social media posts on WordPress instantly, you first need to access Pabbly Connect. This platform allows you to create integrations between various applications without any coding skills.

Head to the Pabbly Connect homepage by entering the URL in your browser. You will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can click ‘Sign in’ to access their dashboard. Once logged in, you can explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add Social Media Post on WordPress Instantly,’ and select the appropriate folder for your workflow.

• Click on ‘Create’ to start the workflow setup.
• Choose ‘Instagram for Business’ as the trigger application.
• Select ‘New Media Posted’ as the trigger event.

This setup will ensure that whenever a new post is shared on Instagram, it will trigger the workflow to share the same post on WordPress using Pabbly Connect.

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3. Connecting Instagram to Pabbly Connect

To connect your Instagram account, click on the ‘Connect’ button after selecting the trigger event. You will have the option to add a new connection or select an existing one. If you are setting up for the first time, choose ‘Add New Connection’ and log into your Instagram account.

Once the connection is established, click on ‘Save and Send Test Request.’ This action will retrieve the latest post from your Instagram account. Ensure that you have shared a post on Instagram before testing this connection. This step is crucial as it allows Pabbly Connect to capture real-time data from your Instagram account.

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4. Connecting WordPress to Pabbly Connect

Next, you need to set up the action step to connect WordPress. Select WordPress as the action application and choose ‘Create a Post’ as the action event. Click on ‘Connect’ and enter your WordPress login credentials along with the base URL of your site.

• Enter your WordPress username and password.
• Provide the base URL of your WordPress site (excluding ‘/wp-admin’).
• Click on ‘Save’ to establish the connection.

Once connected, you will map the post title and content from the Instagram response to the WordPress post fields. This mapping ensures that the title and link are dynamically updated with each new Instagram post, automating the process through Pabbly Connect.

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5. Finalizing the Integration and Testing

After mapping the required fields, click on ‘Save and Send Test Request’ to create a test post on WordPress. You should receive a confirmation response with the post ID and link to the newly created WordPress post.

To verify that the integration works, check your WordPress site for the new post. You should see the title linked back to your Instagram post. This confirms that the setup is successful, and Pabbly Connect is effectively automating the process of sharing your social media posts on WordPress.

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Conclusion

By following these steps, you can easily automate the process of sharing social media posts on WordPress using Pabbly Connect. This integration allows for seamless posting without manual intervention, enhancing your content sharing strategy.

Learn how to create Facebook page posts automatically from Google Forms responses using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Integration

To create Facebook page posts from Google Forms responses, first, access Pabbly Connect. Start by searching for Pabbly Connect in your browser. Once on the landing page, you will see options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to get started. Existing users should click ‘Sign in’ to access their dashboard. After signing in, navigate to the Pabbly Connect application and click on ‘Access Now’ to begin setting up your workflow.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for saving it. Name your workflow ‘Create Facebook Page Post from Google Form Responses’ and select a suitable folder.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up a trigger and action.

In the workflow window, select Google Forms as your trigger application. Choose ‘New Response Received’ as the trigger event. This setup ensures that every time a new response is submitted in Google Forms, it triggers the workflow in Pabbly Connect.

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3. Connecting Google Forms to Pabbly Connect

After setting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Google Forms to the workflow. Head to your Google Forms and paste this URL in the appropriate settings to establish the connection.

To test the connection, create a sample submission in your Google Form. Fill out the form with event details such as event name, description, start date, end date, and event link. Submit the form to capture the response.

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4. Setting Up Google Sheets Integration with Pabbly Connect

Once you have a response in Google Forms, link it to Google Sheets. Open your Google Sheets and go to ‘Extensions’, then ‘Add-ons’, and search for Pabbly Connect Webhook. Install the add-on if you haven’t already.

• Paste the webhook URL into the add-on settings.
• Set the trigger column to the last column that contains data.

After configuring the settings, click ‘Submit’ and then ‘Send Test’. This will send the details from Google Sheets to your Pabbly Connect workflow, confirming the setup is successful.

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5. Creating Facebook Page Posts Using Pabbly Connect

With the data now flowing from Google Forms to Pabbly Connect, you can set up Facebook Pages as the action application. Select ‘Create Page Post’ as the action event. Connect your Facebook account to Pabbly Connect if you haven’t done so already.

Map the fields from the Google Forms response to the Facebook post. For example, map the event name, description, start date, end date, and event link. After mapping, click ‘Save and Send Test Request’ to create a post on your Facebook page.

Check your Facebook page to confirm that the new post has been created successfully, reflecting the information from the Google Forms response. This process shows how Pabbly Connect automates posting to Facebook based on submissions received from Google Forms.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to create Facebook page posts automatically from Google Forms responses. By following the steps outlined, you can easily integrate these applications and streamline your posting process.

Learn how to send received KrispCall SMS on Microsoft Teams using Pabbly Connect. This step-by-step guide covers all necessary integrations and processes. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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1. Accessing Pabbly Connect for Integration

To send received KrispCall SMS on Microsoft Teams, you first need to access Pabbly Connect. Start by typing in Pabbly.com/connect in your browser to reach the Pabbly Connect landing page.

Once there, you have two options: sign in if you’re an existing user or click on ‘Sign up for free’ if you’re new. Signing up allows you to use 100 tasks for free each month. After signing in, navigate to the ‘All Applications’ page and click on ‘Access Now’ under Pabbly Connect to reach your dashboard.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, create a new workflow by clicking the ‘Create Workflow’ button in the top right corner. Name your workflow, for instance, ‘Send Received KrispCall SMS on Microsoft Teams,’ and choose a designated folder for organization. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will be directed to a new window featuring trigger and action settings.

In this window, select ‘KrispCall’ as your trigger application and choose ‘New SMS or MMS’ as the trigger event. This setup ensures that the workflow starts every time a new SMS is received on your registered KrispCall number.

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3. Setting Up KrispCall in Pabbly Connect

Now that the trigger is set, it’s time to connect your KrispCall account to Pabbly Connect. Click on the connect button and enter your API key and secret key from your KrispCall account. Access these keys by navigating to the settings in your KrispCall dashboard and selecting the developer section.

Once you paste the keys into Pabbly Connect, click on ‘Save’ to establish the connection. This integration allows Pabbly Connect to capture incoming SMS data in real-time, enabling seamless automation.

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4. Configuring Microsoft Teams as Action Application

Next, you need to set Microsoft Teams as your action application in Pabbly Connect. Search for Microsoft Teams and select the action event ‘Send Message in a Channel.’ This action will send the SMS details to your chosen Teams channel.

• Click on the connect button to link your Microsoft Teams account.
• Authorize the connection by clicking ‘Accept’ when prompted.

Once connected, specify the team and channel where you want the SMS to be sent. For example, choose ‘Course Queries Team’ and the ‘General’ channel. This setup allows Pabbly Connect to send messages directly to your Microsoft Teams account whenever a new SMS is received.

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5. Testing the Integration Workflow

With your trigger and action set up, it’s time to test the integration. Go back to your KrispCall account and send a test SMS to your registered number. Once the SMS is sent, return to Pabbly Connect and click on ‘Save and Test Request.’

After testing, you should see the captured SMS details, including the sender’s number and message content. Finally, check your Microsoft Teams channel to verify that the SMS was successfully sent. This confirms that your automation is working correctly, allowing you to receive SMS notifications directly in Teams through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send received KrispCall SMS on Microsoft Teams using Pabbly Connect. By following these steps, you can automate notifications and streamline communication effectively. This integration enhances productivity and ensures timely responses to inquiries.

Learn how to integrate Brevo and Typeform using Pabbly Connect to create or update contacts automatically on form submissions. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update Brevo contacts upon Typeform submissions, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly Connect website in your browser.

If you don’t have an account, click on the ‘Sign Up for Free’ button to create one, which takes only a couple of minutes. Once logged in, click on the ‘Access Now’ button under the Pabbly Connect section to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

Now that you are in the Pabbly Connect dashboard, it’s time to create a new workflow. Click on the ‘Create Workflow’ button, and a window will pop up asking for a workflow name. using Pabbly Connect

• Name your workflow something descriptive, like ‘Create or Update Brevo Contact on Typeform Submission.’
• Click ‘Create’ to proceed to the workflow setup.

In the workflow window, you will notice two boxes labeled ‘Trigger’ and ‘Action.’ The ‘Trigger’ is the first step that executes when a Typeform submission occurs, and the ‘Action’ follows to update or create a contact in Brevo.

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3. Setting Up the Trigger with Typeform

To set up the trigger, search for and select ‘Typeform’ as your trigger application. Next, choose ‘New Entry’ as the trigger event. This event will activate whenever a new Typeform submission is received.

Click on ‘Connect’ to establish a connection between Typeform and Pabbly Connect. Select ‘Add New Connection’ and authorize access to your Typeform account by clicking ‘Accept.’ Once connected, select the specific form you want to use for submissions.

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4. Configuring the Action to Update Brevo Contacts

After setting up the trigger, it’s time to configure the action. Search for ‘Brevo’ as the action application and select ‘Create or Update Contact’ as the action event. Click on ‘Connect’ to link Brevo with Pabbly Connect.

• You will need to provide your Brevo domain and API key.
• To get your API key, log into your Brevo account and navigate to the SMTP and API page.

Generate a new API key, name it accordingly, and copy it back to Pabbly Connect. After pasting the API key, map the email address and other relevant fields from the Typeform response to create or update the contact in Brevo.

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5. Testing and Confirming the Integration

With your workflow configured, it’s essential to test the integration. Submit a new entry using your Typeform to trigger the workflow. After submission, return to Pabbly Connect to check if the response has been captured successfully.

If successful, you will see the contact created or updated in your Brevo account. This confirms that the integration works as intended, allowing you to automate the process of managing contacts based on Typeform submissions.

For ongoing submissions, the automation will create new contacts or update existing ones seamlessly, enhancing your workflow efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to create or update Brevo contacts automatically upon Typeform submissions. This integration streamlines contact management, ensuring that your data stays current and organized.

Learn how to set up a webhook inside Landingi using Pabbly Connect to automate data transfer effectively. Follow our step-by-step guide 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. Setting Up Pabbly Connect for Webhook Integration

To set up a webhook inside Landingi, the first step involves accessing Pabbly Connect. This platform acts as the central hub for integrating applications and transferring data efficiently.

Begin by logging into your Pabbly Connect account. From the dashboard, navigate to the ‘Trigger’ window. Here, search for the Landingi application and select it as your trigger application. The trigger event will be set to ‘New Lead from Landing Page,’ which initiates the process whenever a new lead is created.

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2. Copying the Webhook URL from Pabbly Connect

After selecting the trigger, Pabbly Connect provides a unique webhook URL. This URL is critical as it connects your Landingi account with Pabbly Connect.

Make sure to read the help desk instructions provided by Pabbly Connect carefully. To copy the webhook URL, click on the URL displayed in the trigger setup. This URL will be used in the Landingi platform to complete the integration.

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3. Configuring the Webhook in Landingi

Now, navigate to your Landingi account. Go to the dashboard and select the page you wish to edit. Click on the ‘Edit’ button to enter the settings of the page. In the settings menu, locate the ‘Integrations’ section and scroll down to find the ‘Webhook’ option. using Pabbly Connect

• Remove any existing webhook URL if necessary.
• Paste the copied webhook URL from Pabbly Connect into the designated field.
• Set the request method to POST.
• Specify the details you want to send, such as name, email, and phone number.

After entering the webhook URL and settings, click on ‘Save’ and then ‘Save and Close’ to activate the integration. Ensure to publish the changes in Landingi for the integration to take effect.

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4. Testing the Webhook Integration

With the webhook set up in Landingi, it’s time to test the integration through Pabbly Connect. Go back to your Pabbly Connect dashboard where you will see a message indicating that it is waiting for a webhook response.

Perform a test submission on your Landingi page. Fill in the required fields with test data, such as a demo name, email, and phone number, then submit the form. After submission, you should receive a confirmation message on the page, indicating the lead was created successfully.

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5. Verifying Data Reception in Pabbly Connect

After the test submission, return to Pabbly Connect to verify that the data has been received. You should see the details of the lead submission displayed in the response section. This confirms that the integration is working correctly.

Now, every time a new lead is created in Landingi, the details will be automatically captured in Pabbly Connect. This seamless integration allows for real-time data transfer and workflow execution, enabling you to send lead details to other applications as needed.

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Conclusion

Setting up a webhook inside Landingi using Pabbly Connect streamlines your lead management process. With this integration, you can automatically capture and transfer lead details, enhancing your workflow efficiency.

Learn how to automate adding Facebook leads to Google Sheets for your plumbing business using PIP integration. Step-by-step guide included! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Integrate Facebook Leads with Google Sheets for Plumbing

PIP integration allows plumbing businesses to automate the transfer of Facebook leads to Google Sheets. In this tutorial, we will explore how to set up this automation step by step. using Pabbly Connect

First, ensure you have a Facebook page for your plumbing business and a Google Sheet ready to receive the leads. The Google Sheet should include fields for lead name, lead email, and phone number. This setup is crucial for effective data management.

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2. Setting Up Your PIP Account

To start using PIP, visit the PAB homepage and sign in or create a new account. If you’re a new user, you can sign up for free and get 100 tasks every month to explore. using Pabbly Connect

• Visit the PAB homepage
• Click on ‘Sign Up Free’ or ‘Sign In’
• Access the dashboard to create workflows

Once logged in, you will see the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation.

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3. Create Workflow in PIP for Facebook Leads

In the workflow creation dialog, name your workflow. For this tutorial, we will name it ‘PIP Dream Plumbers Facebook Leads to Google Sheets.’ Select the appropriate folder for your workflow. using Pabbly Connect

Next, you need to set up the trigger for your automation. Choose Facebook Lead Ads as the trigger application and select ‘New Lead Instant’ as the trigger event. This ensures that whenever a new lead is generated, PIP will capture the response instantly.

• Select ‘Add New Connection’ for Facebook Lead Ads
• Authorize your Facebook account
• Choose the page and lead form to capture leads

After setting up the trigger, save the settings and proceed to test the connection with a test lead submission.

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4. Test Lead Submission from Facebook

To test the setup, navigate to the Meta for Developers page and use the Lead Ads Testing Tool. Select your page and the lead form you created earlier. using Pabbly Connect

Enter dummy data such as a name, email, and phone number, then submit the form. This action will simulate a new lead being generated through your Facebook ads.

Return to PIP and check for the response. You should see the lead’s details captured successfully, confirming that your trigger is working correctly.

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5. Add Lead to Google Sheets Automatically

Now, set up the action to add the captured lead information to Google Sheets. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. using Pabbly Connect

Authorize your Google account with PAB, and select the spreadsheet you created for your plumbing leads. Map the fields from the Facebook lead data to the corresponding columns in your Google Sheet.

Map the lead name, email, and phone number fields Click ‘Save and Send Test Request’ Verify that the lead data appears in your Google Sheet

With this setup, every time a new lead is generated, it will automatically populate your Google Sheet, streamlining your plumbing business operations.

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Conclusion

Integrating Facebook leads with Google Sheets using PIP is an effective way to automate your plumbing business processes. This tutorial provides a clear step-by-step approach to set up the automation successfully.

Learn how to automate the deletion of Google Sheets data based on WhatsApp responses using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the deletion of Google Sheets data based on WhatsApp responses, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including WhatsApp Cloud API and Google Sheets.

Visit the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. After signing up, you will receive 100 free tasks every month to explore the platform’s capabilities.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ option. Here, you will need to name your workflow, for example, ‘Delete Google Sheets Row on WhatsApp Response,’ and select a folder to save it.

• Click on ‘Create’ to initiate the workflow.
• You will see two windows: Trigger and Action.
• Select WhatsApp Cloud API for the trigger and Google Sheets for the action.

This step sets the foundation for automating the deletion of Google Sheets rows based on WhatsApp responses.

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3. Setting Up WhatsApp Cloud API in Pabbly Connect

In this section, we will set up the WhatsApp Cloud API as the trigger in Pabbly Connect. Choose the trigger event as ‘Message Notification.’ This event will be activated whenever a message is received from a lead on WhatsApp.

To connect WhatsApp Cloud API, you will need to copy the provided webhook URL from Pabbly Connect and paste it into the callback URL section of your WhatsApp Cloud API settings. Ensure you have configured your WhatsApp Cloud API account correctly under the Meta for Developers section.

• Paste the webhook URL in the callback URL field.
• Enter the verification token from Pabbly Connect.
• Verify and save your settings.

Once this setup is complete, your Pabbly Connect workflow can now receive messages from WhatsApp leads.

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4. Filtering Responses for Negative Feedback

After setting up the WhatsApp trigger, the next step in Pabbly Connect is to filter the incoming responses. This is crucial to ensure that only negative responses (‘no’) will trigger the deletion of the corresponding Google Sheets row.

To add a filter, select the action step and choose the ‘Filter’ application. Set up conditions that define when the workflow should continue. For example, check if the message received is equal to ‘no’ and if the sender’s number exists in the response.

Condition 1: Check if the sender’s number exists. Condition 2: Check if the message text equals ‘no’.

These conditions ensure that your workflow only proceeds to delete rows when the specified criteria are met.

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5. Deleting the Google Sheets Row

Finally, we will set up the action to delete the Google Sheets row based on the filtered response in Pabbly Connect. First, add a new action step and select Google Sheets as the application.

Choose the action event as ‘Delete Row’. You will need to specify the row number to delete. This can be dynamically mapped from the previous responses to ensure the correct row is targeted.

Map the row index number received from the WhatsApp response. Set the start and end row numbers based on the requirements.

Once you click on ‘Save and Send Test Request,’ your workflow will automatically delete the specified row from Google Sheets whenever a ‘no’ response is received from WhatsApp leads.

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Conclusion

In this tutorial, we demonstrated how to set up an automated process using Pabbly Connect to delete Google Sheets rows based on WhatsApp responses. By following these steps, you can efficiently manage your lead data without manual intervention.

This integration not only saves time but also ensures that your Google Sheets remain updated based on real-time feedback from WhatsApp leads. Explore more automation opportunities with Pabbly Connect for your business needs.

Learn how to automate sending feedback forms to customers via WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API in this detailed tutorial. 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. Accessing Pabbly Connect for Automation

To start automating the process of sending feedback forms via WhatsApp, access Pabbly Connect by visiting the official website. Once there, sign in to your existing account or create a new one to begin your automation journey.

After signing in, you will see the dashboard where all Pabbly applications are listed. Click on the ‘Access Now’ button under the Pabbly Connect section to enter the main interface. From there, you can create a new workflow for your automation needs.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard. A dialog box will appear, prompting you to name your workflow and select a folder for organization.

• Name your workflow something descriptive, like ‘Send Feedback Forms via WhatsApp’.
• Select an appropriate folder, such as ‘WhatsApp Automations’.
• Click on ‘Create’ to finalize your workflow setup.

This setup ensures that your workflow is organized and ready for the next steps in the automation process. After creating the workflow, you will see the trigger and action windows where you can define the automation process.

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3. Setting Up Google Sheets as a Trigger

The first step in the automation process is setting up Google Sheets as the trigger application in Pabbly Connect. Click on the trigger application option and select Google Sheets. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This ensures that whenever a new customer is added, the automation will initiate.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL needs to be copied and integrated into Google Sheets. Open your Google Sheets, navigate to ‘Extensions’, and select ‘Pabbly Connect Webhooks’ to set it up.

• Click on ‘Initial Setup’ and paste the copied webhook URL.
• Specify the trigger column (e.g., Column D) where the customer data will be added.
• Click ‘Submit’ to save the configuration.

By successfully setting up Google Sheets as a trigger, you enable Pabbly Connect to capture customer data automatically as it is entered into the spreadsheet.

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4. Sending WhatsApp Messages via Pabbly Connect

After configuring Google Sheets, the next step in Pabbly Connect is to set up the action application, which will be WhatsApp Cloud API. Select WhatsApp Cloud API as your action application and choose the action event ‘Send Template Message’. This allows you to send a pre-defined message template to the customer.

To connect WhatsApp Cloud API with Pabbly Connect, you need to provide necessary credentials such as the token, phone number ID, and WhatsApp Business Account ID. Once these details are entered, click ‘Save’ to establish the connection. Make sure to select the message template you created for sending feedback forms.

Map the recipient’s mobile number from the Google Sheets data. Insert the customer’s name and feedback form link into the message template. Click ‘Save and Send Test Request’ to test the integration.

Upon successful configuration, Pabbly Connect will send the WhatsApp message with the feedback form link to the customer, automating the feedback collection process.

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5. Testing and Verifying the Integration

After setting up the automation in Pabbly Connect, it’s crucial to test the integration to ensure everything works smoothly. Enter a new customer’s details into your Google Sheets, including their name and mobile number. This action should automatically trigger the workflow you created.

Once the data is entered, check your WhatsApp to see if the message with the feedback form link has been sent. If the message appears successfully, it confirms that your integration between Google Sheets and WhatsApp via Pabbly Connect is functioning correctly.

If you encounter any issues, revisit the steps to ensure all configurations were done accurately. Testing the integration ensures that your business can efficiently collect feedback from customers automatically.

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Conclusion

In this tutorial, we explored how to automate sending feedback forms to customers via WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API. This integration significantly streamlines the feedback collection process, enhancing customer engagement and satisfaction. By leveraging Pabbly Connect, businesses can efficiently manage customer communications and improve service quality.

Learn how to automate certificate generation using Pabbly Connect with Airtable and Google Slides. Detailed tutorial for HR managers. 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 Automation

To begin automating the process of generating certificates, you need to access Pabbly Connect. This platform allows for seamless integration between Airtable and Google Slides, making it ideal for HR managers.

Visit the Pabbly Connect homepage by typing the URL in your browser. Once there, you can either sign in if you are an existing user or click on the ‘Sign up for free’ button to create a new account. After signing in, you will gain access to all the features offered by Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This action will prompt you to name your workflow.

• Name your workflow, for example, ‘Create Presentations from Airtable and Google Slides’.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize the setup.

Now, you will see two sections: Trigger and Action. The trigger indicates what event will start the workflow, while the action specifies what happens as a result. In this case, the trigger will be Airtable and the action will be Google Slides, facilitated by Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger, select Airtable as the application. Then, choose ‘New Record’ as the trigger event. This setup means that whenever a new record is created in Airtable, it will trigger the workflow.

Click on ‘Connect’ to establish the connection between Airtable and Pabbly Connect. You can either add a new connection or select an existing one. After granting access, choose the base and table from Airtable where you will input employee details.

• Select the base named ‘Employee Achievements and Recognition’.
• Ensure you have a field named ‘Created’ set to type ‘Created Time’.

Once you have set this up, click on ‘Save and Send Test Request’ to capture the latest record from Airtable. This indicates that your trigger setup is successful, allowing Pabbly Connect to receive data whenever new records are added.

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4. Generating Certificates in Google Slides

After successfully setting up the trigger, the next step is to generate certificates using Google Slides. In the action step, select Google Slides as your application and choose ‘Create Presentation from Template’ as the action event.

Connect your Google account to Pabbly Connect to allow access. Once connected, select the template presentation you created for certificates. You need to map various fields such as employee name, achievement, and authorized name from the previous step’s response.

Map the employee’s name to the new presentation title. Fill in other details like achievement and date of certificate creation.

Click on ‘Save and Send Test Request’ to create the presentation. This confirms that your integration between Airtable and Google Slides via Pabbly Connect is functioning correctly, allowing automatic generation of certificates.

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5. Sending Certificates via Email

Once the certificate is generated, the final step is to send it to the employee via email. To do this, you will first need to convert the presentation into a PDF format using Google Drive.

Set up another action step in Pabbly Connect by selecting Google Drive and choosing ‘Share a File with Anyone’ as the action event. Map the presentation ID received from the previous step to ensure the correct file is shared.

Use the employee’s email address from the Airtable record as the recipient. Compose the email content, including the PDF link of the certificate.

Finally, set up the Gmail integration in Pabbly Connect to send the email. Click ‘Save and Send Test Request’ to confirm that the email is successfully sent to the employee, completing the automation process.

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Conclusion

This tutorial demonstrates how to automate the process of generating and sending certificates using Pabbly Connect, Airtable, and Google Slides. By following these steps, you can efficiently manage employee achievements and recognition without manual intervention.

Learn how to integrate URL with Google Sheets and Google for streamlined Sales Management in this step-by-step tutorial. 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. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up the Webhook for URL Integration

To start with URL integration, you need to set up a webhook. This webhook acts as a bridge between your URL application and Google Sheets, ensuring seamless data transfer. By connecting these applications, you can automatically send lead details from your URL to Google Sheets. using Pabbly Connect

To create the webhook, follow these steps:

• Log in to your URL account and navigate to the settings.
• Select the integration option from the sidebar.
• Choose the webhook option and click on ‘Add a new webhook’.

After setting up the webhook, you will receive a unique URL. This URL is essential for connecting your URL application with Google Sheets through the integration platform.

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2. Configuring Google Sheets for Data Reception

Once you have your webhook URL, the next step is to configure Google Sheets to receive the data. This integration allows you to automatically log new leads into your Google Sheets as they are created in your URL application. using Pabbly Connect

To configure Google Sheets, you need to:

• Open your Google Sheets and create a new spreadsheet.
• Label the columns according to the lead details you want to capture, such as Name, Email, and Phone Number.
• Ensure that the sheet is set to receive data from the webhook URL.

By completing these configurations, your Google Sheets will be ready to accept incoming data from your URL application, streamlining your Sales Management process.

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3. Testing the Webhook Integration

After setting up the webhook and configuring Google Sheets, it’s crucial to test the integration. This ensures that new leads entered in your URL application are correctly sent to Google Sheets. using Pabbly Connect

To test the webhook integration, follow these steps:

Go back to your URL application and create a new lead. Fill in the lead’s details such as first name, last name, and email. Save the lead and check if the details appear in your Google Sheets.

If everything is set up correctly, you should see the new lead information reflected in Google Sheets instantly. This confirms that the integration is functioning as expected.

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4. Automating Sales Management with Google Integration

Integrating URL with Google Sheets not only simplifies data entry but also enhances your Sales Management efficiency. This automation allows for real-time updates, ensuring you never miss a lead. using Pabbly Connect

With this integration, you can automate various tasks, such as:

Automatically logging new leads into Google Sheets. Tracking lead interactions without manual entry. Generating reports based on real-time data from Google Sheets.

By utilizing this integration, businesses can focus more on closing deals rather than getting bogged down by administrative tasks.

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5. Conclusion

Integrating URL with Google Sheets streamlines your Sales Management process. By setting up a webhook, configuring Google Sheets, and testing the integration, you can automate lead tracking effectively. This integration not only saves time but also enhances your operational efficiency.