Author: Rajpal Tomar

Learn how to automate WhatsApp messages for your business using Pabbly Connect. This detailed tutorial covers every step of the integration process with India Mart leads.

Watch Step By Step Video Tutorial Below

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1. Getting Started with Pabbly Connect for WhatsApp Automation

To begin automating WhatsApp messages, first, access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will see the Pabbly apps dashboard. Click on the ‘Access Now’ button for Pabbly Connect to reach the dashboard where you can create your automation workflows. This setup is crucial for sending automated WhatsApp messages whenever you receive a new inquiry from India Mart.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate your WhatsApp messaging. Click on the ‘Create Workflow’ button located in the top right corner of your Pabbly Connect dashboard. A dialog box will appear prompting you to enter a workflow name and select a folder.

• Name your workflow: ‘Send Automated WhatsApp Message for India Mart Inquiries’
• Select a folder to save the workflow, such as ‘India Mart Automations’

After entering the necessary details, click on ‘Create’ to finalize your workflow setup. You will now see two sections labeled ‘Trigger’ and ‘Action’. Understanding these components is essential, as they define how your automation will function.

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3. Setting Up the Trigger for India Mart Leads

Now, you need to set up the trigger for your workflow. For the trigger application, select ‘India Mart’ since this is where your leads will come from. Choose the trigger event as ‘New Leads’. This configuration ensures that every time a new lead is generated, Pabbly Connect will capture this response.

Once you select the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect India Mart with Pabbly Connect. You will need to paste this URL into your India Mart account to complete the integration.

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4. Connecting India Mart to Pabbly Connect

Log into your India Mart account and navigate to the ‘Lead Manager’ section. Click on ‘Import/Export Leads’ and select ‘Push API’. Here, you will need to specify the source as Pabbly Connect and paste the copied webhook URL into the appropriate field.

• Specify the CRM platform as ‘Pabbly Connect’
• Click ‘Save Details’ to finalize the connection

After saving, you will be prompted to generate an OTP, which you need to enter to complete the setup. Once the webhook URL is successfully added, Pabbly Connect will be ready to receive lead data from India Mart.

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5. Integrating WhatsApp with Pabbly Connect

With the trigger set up, the next step is to configure the action for sending WhatsApp messages. Select ‘WhatsApp by AI Sensi’ as your action application and choose the event ‘Send Template Message’. This step allows you to send personalized messages to your leads automatically.

Click on the ‘Connect’ button to establish a connection with WhatsApp by entering your API key. After connecting, you will need to create a campaign in your WhatsApp account to manage your messaging templates. Make sure to set the campaign status to live to ensure messages are sent correctly.

Finally, map the data from the previous steps, such as the lead’s mobile number and name, to customize the message. After mapping the required fields, click on ‘Save and Send Test Request’ to verify that everything is working as intended. If successful, you will receive a confirmation that the message was sent, completing your automation process with Pabbly Connect.

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Conclusion

By following this guide, you can successfully automate WhatsApp messages for your business using Pabbly Connect. This integration streamlines communication with potential customers and enhances your response efficiency, ultimately improving customer satisfaction.

Learn how to automate the integration of Indiamart inquiries into Google Sheets using Pabbly Connect for efficient online store management. 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 Integration

To start integrating Indiamart inquiries into Google Sheets, access Pabbly Connect. Sign in to your existing account or create a new one for free, which allows you 100 free tasks every month.

Once logged in, you will see the Pabbly Apps window. Click on ‘Access Now’ under Pabbly Connect to access its dashboard. This is where you will create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, 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.

• Name your workflow: ‘Add Online Store Management Software Business Indiamart Inquiries and Google Sheets’.
• Select the folder where you want to save this workflow.

Once you have named your workflow and selected the folder, click on ‘Create’ to proceed. You will now see two sections: Trigger and Action, which are essential for your automation process.

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3. Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is to set up the trigger. Select ‘Indiamart’ as your trigger application. The trigger event you need to choose is ‘New Leads’. This ensures that every time a new inquiry is generated, it will be captured.

After selecting the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Indiamart with Pabbly Connect.

• Log into your Indiamart account.
• Navigate to the Lead Manager and select ‘Export and Import Leads’.
• Click on the ‘Push API’ button and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL and save the details.

After saving, generate an OTP to confirm the connection. Once done, your Indiamart account will be successfully connected to Pabbly Connect.

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4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. Select ‘Google Sheets’ as your action application. The action event should be set to ‘Add New Row’ to log the details of the inquiries into your spreadsheet.

Click on the ‘Connect’ button and authorize your Google account to allow Pabbly Connect to manage your Google Sheets. After authorization, select the specific spreadsheet where you want to record the leads.

Select the spreadsheet named ‘Indiamart Lead Details’. Choose the sheet where the data will be recorded, typically ‘Sheet1’. Map the fields from the previous step to the corresponding columns in Google Sheets.

After mapping the fields like Unique Query ID, Name, Email, and Message, click on ‘Save and Send Test Request’ to verify the integration.

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5. Verifying the Integration with Pabbly Connect

To confirm that the integration between Indiamart and Google Sheets via Pabbly Connect is successful, generate a test lead in your Indiamart account. Fill out the inquiry form and submit it.

Once you submit the inquiry, check your Google Sheets to see if the new lead details have been recorded. You should see all relevant information such as the name, email, and message populated in the respective columns.

Ensure that all fields are accurately filled out in the inquiry form. Verify that the details appear correctly in Google Sheets.

If the details appear as expected, your automation is successfully set up! This integration allows for efficient tracking of inquiries and improves your response time.

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Conclusion

In this tutorial, we explored how to integrate Indiamart inquiries into Google Sheets using Pabbly Connect. This automation streamlines your inquiry management process, ensuring you never miss a lead and can respond quickly to customer inquiries.

Learn how to automate Google Sheets with WhatsApp integration using PAB. Step-by-step guide on connecting these applications seamlessly. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals. with Pabbly Connect.

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1. Automate Google Sheets with PAB

To automate Google Sheets using PAB, you first need to understand the integration process. Google Sheets is a versatile tool that allows for online collaboration and data management. By connecting it with PAB, you can streamline repetitive tasks and enhance productivity.

After setting up the connection, you can automate data entry, update records, and synchronize data across various applications. This integration is particularly useful for businesses that rely heavily on data management.

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2. Creating a Workflow in PAB

To create a workflow in PAB, begin by signing into your account. Once on the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Automate Google Sheets with PAB’ and select a folder to save it.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.

Once you have set up your workflow, you can define the trigger and action steps. The trigger will be an event in Google Sheets, while the action will be the response, such as sending a WhatsApp message using the WhatsApp Cloud API.

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3. Setting Up Google Sheets as a Trigger

In this step, you will set up Google Sheets as the trigger for your workflow. Select Google Sheets from the trigger application options. The trigger event you want to choose is ‘New or Updated Spreadsheet Row.’ This will ensure that your workflow activates whenever a new row is added.

Next, you will need to connect your Google Sheets to PAB. Copy the webhook URL provided by PAB and paste it into your Google Sheets under the add-ons section. Make sure to install the PAB webhooks add-on if you haven’t already.

• Select the trigger application as Google Sheets.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Paste the webhook URL into your Google Sheets.

After pasting the URL, set the trigger column, which is the last column in your data. This will allow the workflow to send the entire row of data whenever a new entry is made.

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4. Sending WhatsApp Messages Using PAB

Once your Google Sheets trigger is set, the next step is to send WhatsApp messages using the WhatsApp Cloud API. This action will be triggered automatically whenever a new row is added to your Google Sheets. Ensure you have the WhatsApp Cloud API set up correctly. using Pabbly Connect

To set this up, add WhatsApp Cloud API as your action application. Map the fields from the Google Sheets data to the WhatsApp message format. For example, include the lead’s name, email, and property details in the message.

Select WhatsApp Cloud API as the action application. Map relevant fields from Google Sheets to WhatsApp message. Test the integration to ensure messages are sent correctly.

This action will ensure that every new lead receives a personalized WhatsApp message, enhancing customer engagement and streamlining communication.

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5. Integrating Facebook Lead Ads with Google Sheets

In addition to automating Google Sheets with WhatsApp, you can also integrate Facebook Lead Ads to create a comprehensive lead management system. This integration allows you to capture leads directly from your Facebook ads into Google Sheets. using Pabbly Connect

To set this up, select Facebook Lead Ads as the trigger application and Google Sheets as the action application. Whenever a lead submits their information through your Facebook ad, it will automatically populate in your Google Sheets.

Choose Facebook Lead Ads as your trigger application. Select the action to add a new row in Google Sheets. Map the lead details from Facebook to the corresponding fields in Google Sheets.

This integration will help you maintain an organized record of all leads generated through your Facebook campaigns, making it easier to follow up and manage potential clients.

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Conclusion

In conclusion, integrating WhatsApp and Google Sheets using PAB enhances your automation capabilities significantly. By following the steps outlined, you can streamline your workflow, improve data management, and ensure timely communication with leads. Automate your processes effectively to maximize productivity.

Learn how to automate WhatsApp messages for food and beverage inquiries using Pabbly Connect. Step-by-step tutorial to enhance customer engagement. 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 Automation

To automate WhatsApp messages for food and beverage inquiries, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page.

On this page, you will see options to either sign in or sign up for free. If you are a new user, click on the sign-up option. Existing users should click on the sign-in button to access their accounts. After signing in, select the option to access Pabbly Connect from the dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button to initiate the automation process. You will be prompted to name your workflow; enter a descriptive name such as ‘Send Automated WhatsApp Message for Food and Beverage Products Indiamart Inquiries’.

• Click on the folder where you want to save this workflow.
• After naming your workflow, click on the ‘Create’ button.

This action opens the workflow window, where you can set up triggers and actions. In this case, the trigger will be Indiamart, and the event will be set to new leads. This means that whenever a new inquiry is received through Indiamart, the automation will be triggered.

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3. Setting Up the Trigger with Indiamart

In this step, you will configure the trigger application in Pabbly Connect. Select Indiamart as your trigger application and choose ‘New Leads’ as the trigger event. This setup will allow you to receive notifications whenever a new lead is created.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Indiamart account. Go to the lead manager section, select ‘Import/Export Leads,’ and then choose ‘Push API’. Here you will enter ‘Pabbly Connect’ as the CRM platform name and paste the copied webhook URL in the designated field.

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4. Configuring the Action to Send WhatsApp Messages

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Search for Vati in the action application options and select it. Choose the action event as ‘Send Template Message’. This will enable you to send automated WhatsApp messages to the leads.

You will need to connect your Vati account by entering the API endpoint and access token from your Vati dashboard. Once connected, map the WhatsApp number field with the lead’s phone number from the trigger step to ensure the message is sent to the correct recipient.

• Select the template you want to use for the message.
• Map any custom parameters needed for personalization, such as the lead’s name.

After filling in all the necessary fields, click on ‘Save’ and send a test request to verify that the integration works smoothly. If successful, you should see a confirmation response.

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5. Testing the Integration and Sending Messages

With everything configured, it’s time to test the integration. Perform a test submission on Indiamart to create a new lead. This will trigger the workflow you set up in Pabbly Connect. Check if the automated WhatsApp message is sent to the lead’s number.

Upon successful execution, you should receive a WhatsApp message confirming the inquiry. This automated response enhances customer engagement and speeds up your response time significantly. You can now manage inquiries more efficiently without manual follow-ups.

To summarize, using Pabbly Connect, you have successfully set up an automation that sends WhatsApp messages to leads generated through Indiamart. This integration not only saves time but also improves customer satisfaction.

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Conclusion

By using Pabbly Connect, you can automate WhatsApp messages for inquiries related to food and beverage products. This tutorial provides a clear step-by-step process to enhance customer engagement and streamline your workflow efficiently.

Learn how to seamlessly integrate Calendly with Zoho CRM using Pabbly Connect. This detailed tutorial walks you through the setup process step by step. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Setting Up Pabbly Connect for Integration

To begin integrating Calendly with Zoho CRM, you need to access Pabbly Connect. This platform allows you to create automated workflows without coding. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, navigate to the dashboard. Here, you will create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Create Calendly Invite as Zoho Contact’), and select a folder to save it. This setup will initiate the connection between Calendly and Zoho CRM.

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2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger application will be Calendly, which initiates the workflow when a new invite is created. Select Calendly as your trigger application and choose the event ‘Invite Created.’ This event will notify Pabbly Connect whenever a new invite is scheduled.

• Select Calendly as the trigger application.
• Choose the ‘Invite Created’ event.
• Connect your Calendly account with Pabbly Connect.

After connecting, ensure you have a Calendly Pro Plan, as this is required for the integration. Once the connection is established, you will see a prompt indicating that Pabbly Connect is waiting for a response from Calendly.

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3. Creating a Contact in Zoho CRM with Pabbly Connect

Now that your trigger is set, it’s time to configure the action step in Pabbly Connect. The action application will be Zoho CRM, where you will create a new contact every time a new invite is scheduled in Calendly. Select Zoho CRM as your action application and choose the ‘Create Contact’ action event.

To connect Zoho CRM with Pabbly Connect, you need to enter your Zoho domain. You can find this domain in your Zoho CRM account URL. After entering the domain, click on the connect button to establish the link. Once connected, you will be prompted to fill in the contact details using the invite information from Calendly.

• Map the first name, last name, email, and phone number from the Calendly invite to the Zoho CRM contact fields.
• Select the lead source as ‘Partner’ in Zoho CRM.
• Save and test the action to ensure it works correctly.

After saving, Pabbly Connect will send a test request to Zoho CRM. If successful, you will see a confirmation message indicating that a new contact has been created in Zoho CRM.

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4. Testing the Integration Between Calendly and Zoho CRM

With the integration set up in Pabbly Connect, it’s time to test if everything is working as expected. Go to your Calendly account and create a new invite. Fill in the necessary details, such as the first name, last name, email, and phone number, then schedule the event.

Once the invite is scheduled, return to Pabbly Connect. You should see a response with all the details of the invite you just created. This confirms that the data is being captured correctly. If you see the invite details in Pabbly Connect, it means the trigger is working properly.

Check your Zoho CRM account to verify that the new contact has been added. Ensure all invite details are accurately reflected in the Zoho CRM contact. Repeat the process with additional invites to confirm consistency.

By following these steps, you can ensure that every new invite from Calendly automatically creates a new contact in Zoho CRM, streamlining your workflow.

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5. Conclusion: Automate Your CRM with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Calendly with Zoho CRM is a powerful way to automate your contact management. By following the steps outlined in this tutorial, you can save time and ensure that your CRM data is always up-to-date.

With every new invite scheduled in Calendly, a corresponding contact is created in Zoho CRM, allowing you to focus on building relationships rather than administrative tasks. This integration enhances productivity and accuracy in your business processes.

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By leveraging the capabilities of Pabbly Connect, you can automate various applications and improve your workflow efficiency. Start integrating today!

Learn how to automate your LinkedIn posts by integrating Google Sheets, Perplexity AI, and LinkedIn using Pabbly Connect with this step-by-step tutorial. 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 Automation

To start automating LinkedIn posts using Pabbly Connect, first, open your browser and navigate to the Pabbly Connect website. You will find options to sign in or sign up for free, which takes just a few minutes. Signing up grants you 100 free tasks monthly, allowing you to explore the platform’s capabilities.

After logging in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration between Google Sheets, Perplexity AI, and LinkedIn, using Pabbly Connect as the central platform for automation.

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2. Setting Up the Trigger with Google Sheets

The first step in your workflow is to set up a trigger using Google Sheets. In Pabbly Connect, select Google Sheets as your trigger application. Choose the event ‘New or Updated Spreadsheet Row’ as your trigger event to initiate the workflow whenever a new article is added.

• Search for Google Sheets in the trigger application list.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Connect Google Sheets with Pabbly Connect using the provided webhook URL.

After setting the trigger, make sure to copy the webhook URL provided by Pabbly Connect. You will need this URL to connect your Google Sheets. This integration allows the data from your spreadsheet to be sent directly to Pabbly Connect whenever a new article is added.

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3. Connecting Google Sheets with Pabbly Connect

To connect your Google Sheets with Pabbly Connect, navigate to your Google Sheets and install the Pabbly Connect VBooks extension if you haven’t done so already. Go to ‘Extensions’ > ‘Add-ons’ > ‘Get add-ons’ to search and install it. After installation, refresh your spreadsheet.

Once refreshed, access the Pabbly Connect VBooks extension from the ‘Extensions’ menu. Use the ‘Initial Setup’ option to connect your spreadsheet with Pabbly Connect. Paste the webhook URL you copied earlier and define the trigger column, which should be the final data column where you will enter article details.

• Paste the webhook URL in the setup tab.
• Define the trigger column (e.g., Column B).
• Click ‘Send Test’ to confirm the connection.

After successfully sending test data to Pabbly Connect, you can enable the ‘Send on Event’ option to ensure that new entries are sent immediately.

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4. Using Perplexity AI for Content Generation

With your Google Sheets connected to Pabbly Connect, the next step is to use Perplexity AI to summarize the article content. In your Pabbly Connect workflow, select Perplexity AI as your action application and choose the action event as ‘Create Chat Completion’.

To connect Perplexity AI, you will need to generate an API key from your Perplexity AI account. Log into Perplexity AI, navigate to settings, and generate a new API key. Copy this key and paste it into Pabbly Connect to establish the connection.

Select Perplexity AI in the action application list. Generate an API key from Perplexity AI settings. Map your article link from Google Sheets into the prompt for content generation.

By mapping the article link into the prompt, you instruct Perplexity AI to summarize the article and generate content specifically formatted for LinkedIn posts. This integration through Pabbly Connect automates the content creation process efficiently.

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5. Creating Posts on LinkedIn Automatically

The final step in your automation workflow is to create a post on LinkedIn using the content generated by Perplexity AI. In Pabbly Connect, select LinkedIn as your action application and choose the action event ‘Share Simple Text’.

Connect your LinkedIn account to Pabbly Connect by clicking on ‘Connect with LinkedIn’. Once connected, you can map the content generated by Perplexity AI into the post content field. Set the visibility of the post to Pabbly to ensure it reaches your audience.

Select LinkedIn as the action application. Map the generated content from Perplexity AI into the post. Set the post visibility to Pabbly.

Once you save and test this action, Pabbly Connect will automatically create a new post on your LinkedIn account whenever a new article is added to your Google Sheets. This completes the automation process, allowing you to efficiently manage your LinkedIn content.

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Conclusion

Using Pabbly Connect, you can seamlessly automate the process of posting on LinkedIn by integrating Google Sheets and Perplexity AI. This tutorial demonstrates how to set up triggers and actions that streamline content creation and posting, enhancing your productivity.

Learn how to integrate Shopper, The Happening, and more using Pabbly Connect. This guide covers the exact steps to automate your processes seamlessly. 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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Setting Up Pabbly Connect for Integration

To begin using Pabbly Connect, you first need to log into your account. Pabbly Connect serves as the central platform that enables integration between various applications like Shopper, The Happening, and WhatsApp. This integration will automate the management of your customer interactions seamlessly.

Once logged in, navigate to the dashboard where you can create a new workflow. This step is crucial as it allows you to define how the applications will interact with each other through Pabbly Connect. The first step will involve selecting your trigger application, which in this case is Repair Shopper.

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Configuring Repair Shopper with Pabbly Connect

In this section, we will configure Repair Shopper as the trigger application in Pabbly Connect. The trigger is essential as it defines when the automation will start. Select ‘Repair Shopper’ from the application list and choose the trigger event, such as ‘New Lead’.

After selecting the trigger event, you will receive a webhook URL that acts as a bridge between Repair Shopper and Pabbly Connect. Follow these steps to set it up correctly:

• Log into your Repair Shopper account.
• Go to the Admin section and select Notification Center.
• Create a new notification and paste the webhook URL into the designated field.

By completing these steps, you will successfully configure Repair Shopper to communicate with Pabbly Connect whenever a new lead is generated. This setup is crucial for automating your customer management processes.

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Testing the Integration with Pabbly Connect

After configuring Repair Shopper, the next step is to test the integration using Pabbly Connect. This involves creating a new lead through the form submission in Repair Shopper. This test will confirm that the connection is functioning as expected.

Fill out the lead form with necessary details, such as name, email, and issue type. For instance, you might enter the following information:

• First Name: Smart
• Last Name: Lead
• Issue: Samsung Galaxy S21 battery issue

Upon submission, Pabbly Connect will capture the details of the new lead. This confirmation indicates that the integration is successful and that Pabbly Connect is effectively receiving data from Repair Shopper.

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Sending Notifications via WhatsApp Through Pabbly Connect

Once the integration is verified, you can enhance your automation by sending notifications via WhatsApp using Pabbly Connect. This step allows you to communicate with leads immediately after they fill out the form.

To set up WhatsApp as the action application, select it in Pabbly Connect and define the action event, such as ‘Send Message’. This action will be triggered every time a new lead is captured from Repair Shopper. Here’s how to set it up:

Choose WhatsApp as the action application in Pabbly Connect. Set the action event to ‘Send Message’. Map the fields from Repair Shopper to WhatsApp, such as lead name and issue description.

With this setup, every time a new lead is generated, Pabbly Connect will automatically send a WhatsApp message, confirming receipt of their query.

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Conclusion

In this tutorial, we explored how to integrate Shopper, The Happening, and WhatsApp using Pabbly Connect. By setting up triggers and actions, you can automate lead management efficiently. This integration simplifies communication and enhances customer service.

Utilizing Pabbly Connect for such integrations allows businesses to streamline operations without needing coding skills. Integrating applications like Repair Shopper can significantly improve your workflow and customer engagement.

Learn how to automate the process of adding agriculture inquiries to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, first open your browser and navigate to the Pabbly website. Here, you will find options to sign in or sign up for free. If you already have an account, click on the ‘Sign In’ button.

Once logged in, you will see a dashboard displaying various Pabbly applications. Click on Pabbly Connect to access the integration platform. This is where you will create a workflow to connect your inquiry management system with Google Sheets.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this integration, name the workflow appropriately, such as ‘Agriculture Inquiries to Google Sheets’.

• Click on ‘Create’ to initiate the workflow.
• This opens the workflow window, where you can set triggers and actions.

In this window, you will select your trigger application. For this task, choose ‘India Mart’ as the trigger application. This selection will ensure that whenever a new inquiry is received, it will trigger the workflow in Pabbly Connect.

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3. Configuring Trigger Settings for India Mart

Next, set the trigger event to ‘New Leads’. Upon selecting this, Pabbly Connect will provide you with a Webhook URL. This URL is crucial as it will connect your India Mart account with the workflow.

Copy the Webhook URL and navigate to your India Mart account. In the left sidebar, go to ‘Lead Manager’ and select the option for ‘Push API’. Here, you will need to configure your API settings by:

• Choosing ‘Other’ as the source.
• Entering ‘Pabbly Connect’ for the CRM platform name.
• Pasting the copied Webhook URL into the Listener URL field.

After entering these details, click on ‘Save Details’ to finalize the connection between India Mart and Pabbly Connect.

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4. Testing the Integration with a Dummy Inquiry

To test the integration, you need to perform a dummy inquiry submission on India Mart. This will help verify that the data is being sent correctly to Pabbly Connect. Submit an inquiry as if you are a customer interested in purchasing agricultural products.

Once the inquiry is submitted, return to Pabbly Connect and check if the webhook has received the data. You should see the details of your inquiry captured in the workflow. This confirms that the trigger is functioning correctly.

If the test submission is successful, you will see a positive response indicating that the inquiry details have been received. This step is essential to ensure that your workflow is set up correctly before proceeding to the next stage.

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5. Adding Inquiry Data to Google Sheets

The final step involves adding the captured inquiry details to Google Sheets. In Pabbly Connect, select ‘Google Sheets’ as your action application. Choose the action event as ‘Add New Row’ to ensure that each new inquiry is added as a new entry in your spreadsheet.

Connect your Google Sheets account by either selecting an existing connection or creating a new one. Once connected, choose the specific spreadsheet where you want the data to be added. Map the fields from the inquiry data to the corresponding columns in your Google Sheets.

Map the name, email, phone number, and inquiry details from the trigger. Click on ‘Save and Send Test Request’ to verify that the data is correctly added.

After successfully adding the details to Google Sheets, you can check your spreadsheet to confirm that the inquiry data appears correctly. This integration will now run automatically, adding new inquiries to your Google Sheets in real-time.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate India Mart inquiries with Google Sheets. By following these steps, you can automate the process of managing agricultural inquiries efficiently.

Utilizing Pabbly Connect not only streamlines your workflow but also ensures you never miss an inquiry, allowing you to focus on converting leads into clients.

Learn how to automate WhatsApp messages using Pabbly Connect to streamline inquiries from India Mart. Follow our detailed 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. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, the first step is to access Pabbly Connect. This platform allows you to integrate various applications seamlessly, including WhatsApp and India Mart.

Visit the Pabbly Connect website and either sign in if you are an existing user or sign up for a free account if you are new. Once logged in, you will see the dashboard where you can create workflows for your automation needs.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, e.g., ‘Send WhatsApp Message to Software Development Solutions’.
• Select a folder for your workflow, or create a new one if needed.
• Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you will need to set up a trigger and action. Triggers are events that start the automation process, while actions are the responses to those triggers.

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3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select India Mart as your trigger application and choose the event as ‘New Leads’. This means that whenever a new lead comes in, the workflow will be activated.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your India Mart account to set up the integration.

• Navigate to the Lead Manager in your India Mart account.
• Select the ‘Import/Export Leads’ option.
• Choose the ‘Push API’ option and enter the webhook URL in the designated field.

This setup allows Pabbly Connect to capture lead information directly from India Mart whenever a new inquiry is made.

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4. Setting Up the Action to Send WhatsApp Messages

Now that your trigger is set, it’s time to configure the action step. In this step, select WhatsApp as your action application in Pabbly Connect and choose the action event as ‘Send Template Message’. This will automate the sending of messages to your leads.

To connect WhatsApp with Pabbly Connect, enter the required API endpoint and access token from your WhatsApp account. Ensure you have these details ready to complete the connection.

Map the lead’s phone number dynamically from the trigger step. Select the message template you wish to use for your WhatsApp messages. Customize any parameters needed for the message template.

Once you have configured these settings, Pabbly Connect will ensure that every new lead receives a timely WhatsApp message, enhancing your customer engagement.

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5. Testing Your Automation in Pabbly Connect

After setting up your workflow, it is crucial to test the automation to ensure it works as expected. In Pabbly Connect, you can do this by generating a test lead in your India Mart account.

Once you create a test lead, check back in Pabbly Connect to see if the webhook response is received. If everything is set up correctly, you should see a successful response indicating that the lead’s information has been captured.

Verify that the WhatsApp message is sent to the lead’s number. Check the content of the message to ensure it includes the correct details. Make adjustments if necessary to the message template or mapping.

With the successful test, your automated WhatsApp messaging system is now fully operational, thanks to Pabbly Connect. This integration will save you time and enhance your communication with potential clients.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect to streamline inquiries from India Mart. By following these steps, you can enhance customer engagement and improve your response time efficiently.

Learn how to integrate Trigger with PAB Using Pabbly Connect for seamless automation. Follow our detailed tutorial to streamline your processes effectively. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Introduction to Trigger and PAB Integration

Integrating Trigger with PAB is essential for automating processes effectively. This integration allows for seamless communication between applications like Google Sheets, Gmail, and Instam Mojo.

Using P Connect Now, we can automate the sending of license keys from Google Sheets to customers after payment through Instam Mojo. This process eliminates manual tracking and enhances efficiency.

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2. Setting Up Your P Connect Now Workflow

To begin, you need to access P Connect Now. Start by signing in or creating a new account if you don’t have one. This will allow you to build your automation workflow.

• Sign in to your P Connect Now account.
• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Send License Key on Instam Mojo Payments’.

This setup will guide you through creating a workflow that connects Instam Mojo, Google Sheets, and Gmail for efficient license key distribution.

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3. Configuring Trigger from Instam Mojo

In your workflow, the first step is to configure the trigger using Instam Mojo. Select the appropriate version, which is Instam Mojo V2, and set the trigger event to ‘New Sale’.

Next, you will be required to connect Instam Mojo with P Connect Now using a webhook URL. Copy the webhook URL provided in your P Connect Now workflow and paste it into the Instam Mojo product settings.

• Go to your Instam Mojo account and select the product.
• Navigate to the ‘Advanced’ settings and paste the webhook URL.
• Click ‘Save’ to update the product settings.

This will ensure that every time a new sale is made, the details are sent to your P Connect Now workflow.

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4. Sending License Keys via Gmail

Once the trigger is set, the next step involves retrieving the license key from Google Sheets and sending it to the customer via Gmail. You’ll need to add another action step for this.

In your workflow, select Gmail as the action application and choose the ‘Send Email’ event. Connect your Gmail account to P Connect Now to allow sending emails directly from the workflow.

Map the recipient email to the customer’s email address from the Instam Mojo trigger response. Set the email subject to ‘Your License Key for PAB Audio Extractor’. Compose the email body, including the mapped license key from Google Sheets.

This setup ensures that customers receive their unique license key immediately after their purchase.

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5. Updating License Key Status in Google Sheets

After sending the email, it’s essential to update the status of the license key in Google Sheets. Add a final action step in your workflow to achieve this. using Pabbly Connect

Select Google Sheets as the action application and use the ‘Update Row’ event. Map the row index and update the status to indicate that the license key has been sent.

Select your Google Sheets document containing the license keys. Map the row index of the license key you just sent. Change the status to ‘Linked’ and map the customer’s email address.

This final step completes the automation process, ensuring that your records are always up-to-date.

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Conclusion

Integrating Trigger with PAB Using Pabbly Connect streamlines the process of sending license keys from Google Sheets to customers. By following these steps, you can automate your workflow and enhance efficiency in your software sales.