Author: Rajpal Tomar

Learn how to automate sending WhatsApp messages using Pabbly Connect and Paperform with this step-by-step tutorial. Streamline your event management process today! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, you first need to access Pabbly Connect. This platform provides a seamless way to connect various applications, including Paperform and WhatsApp Cloud API.

Begin by signing into your Pabbly Connect account. If you are new, you can sign up for free and get 100 free tasks every month. Once logged in, navigate to the ‘All P Apps’ window and select Pabbly Connect to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow to automate the process. Click on the ‘Create Workflow’ button on the top right corner of the dashboard. using Pabbly Connect

• Enter a name for your workflow, such as ‘Send WhatsApp Message on Paperform Submission’.
• Select a folder to save your workflow, for instance, ‘Paperform Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Upon creating the workflow, you will see two sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. In this case, the Trigger will be set up to capture new submissions from Paperform.

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3. Setting Up the Trigger with Paperform

To set up the Trigger, select Paperform as the application. For the Trigger event, choose ‘New Form Submission’. This means that every time a new form is submitted, Pabbly Connect will capture that response.

After selecting the Trigger application, you will receive a unique webhook URL from Pabbly Connect. Copy this URL as you will need it to connect Paperform to Pabbly Connect.

• Log into your Paperform account.
• Navigate to the ‘After Submission’ section and select ‘Integrations’.
• Add a webhook and paste the copied URL into the provided field.

Once the webhook is set up, you can proceed to test the connection by submitting a sample form. This will ensure that Pabbly Connect captures the form submission correctly.

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4. Configuring the Action Step with WhatsApp Cloud API

After successfully setting up the Trigger, the next step is to configure the Action. Select WhatsApp Cloud API as the application for the Action step. Choose ‘Send Template Message’ as the Action event.

Now, you need to connect your WhatsApp Cloud API account to Pabbly Connect. Click on the ‘Connect’ button and fill in the required fields such as Token, Phone Number ID, and WhatsApp Business Account ID.

Obtain the Token from your WhatsApp Cloud API setup. Copy the Phone Number ID and WhatsApp Business Account ID from your API settings. Paste these details into Pabbly Connect and save the connection.

Once the connection is established, select the template you created for the WhatsApp message. This template will be used to send a personalized thank-you message to the clients after they submit the form.

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5. Testing the Automation Setup

To ensure everything is working smoothly, it’s crucial to test the automation. Go back to your Paperform and submit a test entry. After submitting, check your Pabbly Connect workflow to see if it captured the response correctly.

If the test submission is successful, you should receive a WhatsApp message on your phone. This confirms that the automation between Paperform and WhatsApp Cloud API via Pabbly Connect is functioning as intended.

In summary, by using Pabbly Connect, you have automated the process of sending WhatsApp messages to your clients. This not only saves time but also enhances client communication and satisfaction.

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Conclusion

This tutorial demonstrated how to automate sending WhatsApp messages using Pabbly Connect and Paperform. By following these steps, you can streamline your communication and improve client engagement effectively.

Learn how to seamlessly integrate Google Forms and Zendesk using Pabbly Connect. This detailed tutorial walks you through the entire process step-by-step. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you first need to access the platform. Simply type in ‘Pabbly.com/connect’ in your browser. Once you reach the Pabbly Connect homepage, you can either sign in if you are an existing user or sign up for free if you are new. Signing up gives you access to 100 tasks per month without any cost.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can see all your workflows and folders. To create a new workflow, click on the ‘Create Workflow’ button. You will need to name your workflow and select a folder to save it in. For instance, you can name it ‘Create Zendesk User on Google Form Submission’ and select the appropriate folder.

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Setting Up Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect using Google Forms. The trigger application is Google Forms, and the event you want to select is ‘New Response Received’. This means that whenever a new form submission occurs, it will trigger the action in Zendesk.

To establish the connection between Google Forms and Pabbly Connect, you will be provided with a webhook URL. This URL acts as a bridge between the two applications. Here are the steps to follow:

• Open your Google Form and navigate to the ‘Responses’ section.
• Click on ‘View in Sheets’ to open the connected Google Sheet.
• Ensure the last field in your form is set as required.

Once the Google Sheet is ready, you need to click on ‘Extensions’ in the menu, then select ‘Add-ons’ and look for Pabbly Connect Webhooks. Install it if you haven’t done so already. After installation, go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’. Here, enter the webhook URL you copied from Pabbly Connect.

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Testing the Connection between Google Forms and Pabbly Connect

After setting up the webhook, it’s crucial to test the connection to ensure everything is working correctly. In Pabbly Connect, you will see a message indicating that it is waiting for a response from the webhook. To test it, fill out your Google Form with dummy data and submit it.

Once you submit the form, check the Google Sheet to confirm that the responses are recorded. You should also return to Pabbly Connect to see if the data is captured. If everything is set up correctly, you will see the response data reflected in Pabbly Connect.

If the data appears correctly, it indicates that the connection between Google Forms and Pabbly Connect is successful. This means that every time a new form is submitted, the data will be sent to Pabbly Connect, allowing for further actions to be taken.

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Setting Up Action in Pabbly Connect to Create Zendesk User

Now that the trigger is set, you need to configure the action to create a user in Zendesk whenever a new response is received in Google Forms. In Pabbly Connect, select Zendesk as your action application and choose the event ‘Create User’.

To connect Zendesk to Pabbly Connect, you will need to enter your Zendesk username, API token, and subdomain. Here are the steps to follow:

• Log in to your Zendesk account and navigate to Admin Center.
• Go to ‘Apps and Integrations’ and find the API section.
• Generate a new API token and copy it.

Once you have the API token, return to Pabbly Connect and paste it along with your username (appending ‘/token’ to the username) and your Zendesk subdomain. After entering these details, click on ‘Save’ to establish the connection.

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Mapping Data in Pabbly Connect for User Creation

With the action set up and connections made, the next step is to map the data from Google Forms to the fields in Zendesk. This is crucial for ensuring that the correct information is transferred. In Pabbly Connect, you will see the fields required for creating a user in Zendesk.

For mapping, click on the respective fields in Pabbly Connect and select the corresponding data from the Google Forms response. Here’s how to do it:

For the ‘Name’ field, combine the first name and last name from the form response. Map the email address directly from the response. Add any feedback details to the ‘Notes’ field.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to complete the setup. If successful, you will receive a response indicating that the user has been created in Zendesk. You can verify this by checking your Zendesk account for the newly created user.

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Conclusion

In this tutorial, we successfully integrated Google Forms with Zendesk using Pabbly Connect. By setting up triggers and actions, we automated the process of creating users in Zendesk based on Google Form submissions. This integration enhances efficiency and streamlines user management.

Learn how to automate Facebook Lead Ads to Flawdesk integration using Pabbly Connect. This tutorial provides a detailed, step-by-step guide to streamline your lead management process.

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Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Flawdesk, you first need to access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect section by typing ‘Pabbly.com/connect’ in your browser.

Once on the Pabbly Connect page, you will need to sign in to your account. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. After logging in, click on the Pabbly Connect access option to enter your dashboard.

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Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow to automate the process. Click on the ‘Create Workflow’ button, and name your workflow something like ‘Facebook Lead Ads to Flawdesk Subscriber’. Choose an appropriate folder to save your workflow. using Pabbly Connect

After naming the workflow, you will see two boxes: one for the trigger and one for the action. Here, you will set Facebook Lead Ads as your trigger application. Select ‘New Lead’ as the trigger event, which will initiate the workflow whenever a new lead is captured.

• Choose Facebook Lead Ads as the trigger application.
• Set ‘New Lead’ as the trigger event.
• Click on ‘Connect’ to establish the connection.

After setting this up, you will need to connect your Facebook account to Pabbly Connect. This connection will allow Pabbly Connect to retrieve leads from your Facebook Lead Ads.

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Configuring Facebook Lead Ads in Pabbly Connect

Once your Facebook Lead Ads is connected, you must specify the page and lead form to use. Select your Facebook page from the dropdown list, which includes all pages associated with your account. For this example, choose the page named ‘Sports and Fitness Training Center’. using Pabbly Connect

Next, select the lead form you want to use for capturing leads. You can find this in the Meta for Developers dashboard. Ensure that the lead form contains the necessary fields like first name, last name, email, and phone number.

• Select the correct Facebook page.
• Choose the lead form that matches your requirements.
• Click on ‘Save and Send Test Request’ to test the connection.

This step ensures that Pabbly Connect can successfully receive data from your Facebook Lead Ads whenever a new lead is generated.

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Adding Flawdesk as the Action Application

After configuring Facebook Lead Ads, the next step is to add Flawdesk as your action application in Pabbly Connect. Select Flawdesk from the action application options and choose ‘Create or Update Subscriber’ as the action event. using Pabbly Connect

You’ll need to connect your Flawdesk account to Pabbly Connect. If you already have a connection, you can use that; otherwise, create a new connection. Once connected, you will be prompted to enter the subscriber’s details using the data captured from your Facebook Lead Ads.

Choose Flawdesk as the action application. Set ‘Create or Update Subscriber’ as the action event. Map the fields from Facebook Lead Ads to Flawdesk.

This mapping process is crucial as it ensures that the subscriber details are dynamically updated in Flawdesk whenever a new lead is captured from Facebook.

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Testing the Integration of Pabbly Connect

After setting up the action application, it’s essential to test the integration to ensure everything works correctly. Submit a test lead through your Facebook Lead Ads form and check if it appears in Flawdesk.

Once you submit the test lead, return to Pabbly Connect and check for a successful response. If the integration is set up correctly, you should see the new subscriber created in your Flawdesk account.

Submit a test lead through the Facebook Lead Ads form. Check Pabbly Connect for a successful response. Verify the new subscriber in your Flawdesk account.

This testing phase ensures that your automation is functioning as intended, allowing you to manage leads effectively between Facebook and Flawdesk using Pabbly Connect.

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Conclusion

By following this tutorial, you can successfully automate the integration between Facebook Lead Ads and Flawdesk using Pabbly Connect. This integration streamlines your lead management process, ensuring that every potential lead is captured and managed effectively.

Learn how to integrate WhatsApp with Cashfree payments using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. 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 integrating WhatsApp with Cashfree using Pabbly Connect, first visit the Pabbly Connect website. You can either sign up for free or log in if you are an existing user. This platform allows seamless automation without needing programming knowledge.

Once logged in, navigate to your dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where you will define the connection between Cashfree and WhatsApp using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In the workflow creation window, enter a name for your workflow, such as ‘Send and Get WhatsApp Message on Successful Cashfree Payment’. Select a folder to save this workflow, ensuring organization within your Pabbly Connect account.

• Name your workflow appropriately for easy identification.
• Choose an existing folder or create a new one for better workflow management.

After naming your workflow, click on the ‘Create’ button. This opens the workflow window where you will set up the trigger and action. Remember, Pabbly Connect allows one trigger and multiple actions, making it a powerful tool for automation.

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3. Setting Up the Trigger with Cashfree

For the trigger application, select Cashfree from the options. This means your workflow will initiate when a successful payment is made through Cashfree. Choose the trigger event as ‘Payment via Form’ to capture the payment details.

After selecting the trigger event, Pabbly Connect provides a webhook URL. Copy this URL as you will need to paste it into your Cashfree account to establish the connection.

• Log into your Cashfree account and navigate to the Developers section.
• Access Payment Gateways and then Webhooks to add the webhook URL.
• Test the webhook to ensure the connection is successful.

Once the webhook is tested and confirmed, return to Pabbly Connect to capture the webhook response. This is crucial for mapping the payment details in your workflow.

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4. Setting Up Actions to Send WhatsApp Messages

After successfully capturing the webhook response, the next step is to set up actions. For this, select AI Sensei as the action application to send a WhatsApp message. Choose the action event as ‘Send Template Message’ to automate the messaging process.

You will be prompted to connect your AI Sensei account. If you have previously connected it, select the existing connection; otherwise, add a new connection by providing your API key from your AI Sensei account.

Copy the API key from your AI Sensei account under the Manage section. Paste the API key in Pabbly Connect to establish the connection. Select the campaign you wish to use for sending messages.

Map the necessary parameters such as mobile number and username to ensure personalized messages are sent to each student. This mapping ensures that the data is dynamic and changes with each new response received.

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5. Finalizing the Workflow and Testing

After setting up the actions, it’s time to finalize your workflow. Click on ‘Save and Send Test Request’ to ensure that your WhatsApp messages are sent correctly. Check your WhatsApp to confirm that the automated messages are received.

Repeat the action setup for sending a notification to your team by creating another action step with the same process. Ensure the mobile number is static for team notifications while mapping the other parameters dynamically.

With Pabbly Connect, you can now automate the entire process of notifying students and your team about successful payments. This integration streamlines communication and enhances operational efficiency.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with Cashfree payments using Pabbly Connect. This powerful automation tool allows seamless communication between students and your team, enhancing the enrollment experience.

Learn how to automate subscriber creation in Kit from Google Forms submissions using Pabbly Connect with this detailed 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 Integration

In this section, we will discuss how to access Pabbly Connect to initiate the integration process. Start by visiting the Pabbly Connect landing page by typing Pabbly.com/connect in your browser.

Once on the site, sign in to your account. If you are a new user, you can sign up for free, receiving 100 tasks monthly. After logging in, navigate to the dashboard and click on Pabbly Connect to access your workflows.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the Create Workflow button. Name your workflow, for example, ‘Create Kit Subscriber on Google Forms Submission,’ and select the appropriate folder to save it.

• Click on Create to proceed.
• You will see two boxes: one for the trigger and one for the action.

In the trigger box, select Pabbly Connect and choose Google Forms as your trigger application. Set the trigger event to New Response Received, which will initiate the workflow whenever a new form submission occurs.

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3. Connecting Google Forms to Pabbly Connect

To connect Google Forms with Pabbly Connect, you will receive a webhook URL that acts as a bridge. Copy this URL and head to your Google Forms.

In Google Forms, navigate to the responses section, and click on the View in Sheets option. Ensure your form fields are correctly set up, and then install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace. After installation, refresh your Google Sheets to access the add-on.

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4. Setting Up the Webhook in Google Sheets

Open the Pabbly Connect Webhooks add-on and enter the copied webhook URL. Specify the trigger column, which will be the final data column that sends data to the webhook. This is usually the last column in your sheet.

• Click on Submit to configure the setup successfully.
• Go to Extensions then Pabbly Connect Webhooks and select Send on Event.

This ensures that any new data added in the future will be sent to Pabbly Connect. Now, go back to your Pabbly Connect dashboard, where you will see it waiting for a webhook response. Perform a test submission in your Google Form to verify the connection.

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5. Creating a Subscriber in Kit

After receiving the webhook response in Pabbly Connect, proceed to create a subscriber in Kit. In the action application, select Pabbly Connect and choose Tag a Subscriber as the action event.

Connect your Kit account by entering the API key and secret from your Kit settings. Map the fields from the Google Forms submission to the Kit subscriber fields. This includes the email address and other relevant details.

Finally, click on Save and Send Test Request. Check your Kit account to confirm that the subscriber has been created successfully. Repeat this process for multiple submissions to ensure everything is working seamlessly.

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Conclusion

This tutorial demonstrated how to integrate Google Forms with Kit using Pabbly Connect. By following these steps, you can automate subscriber creation efficiently, ensuring a smooth workflow for your bakery or any other business.

Learn how to automate the process of creating or updating MailerLite subscribers from Google Ads using Pabbly Connect in this detailed step-by-step tutorial. 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. Introduction to Pabbly Connect for Google Ads Integration

Pabbly Connect is a powerful automation tool that enables users to integrate different applications seamlessly. In this tutorial, we will explore how to create or update MailerLite subscribers from Google Ads using Pabbly Connect. This integration allows you to automate the process of adding new leads from Google Ads directly into your MailerLite account.

By utilizing Pabbly Connect, you can save time and ensure that your email list is always up to date with interested leads. This automation not only enhances efficiency but also helps in nurturing leads effectively through targeted email campaigns.

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2. Setting Up Your Pabbly Connect Account

To get started with the integration, first, you need to access your Pabbly Connect account. If you are a new user, you can sign up for a free account at the Pabbly website. Existing users can simply log in to their accounts to begin.

Once logged in, you will be directed to the Pabbly dashboard. Here are the steps to create a new workflow:

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow as ‘Create or Update MailerLite Subscriber from Google Ads’.
• Select a folder for your workflow, such as ‘Automations’.

This setup will allow you to manage your workflows effectively within Pabbly Connect.

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3. Configuring Google Ads Trigger in Pabbly Connect

In this step, we will configure the Google Ads trigger that will initiate the process of adding new subscribers to MailerLite. Start by selecting Google Ads as the trigger application in your Pabbly Connect workflow.

Next, choose the trigger event as ‘New Lead Form Entry’. This means that every time a new lead is generated through your Google Ads, Pabbly Connect will capture the details automatically. After selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used in your Google Ads account to send lead data.

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4. Integrating Google Ads with Pabbly Connect

Now that you have the webhook URL, log into your Google Ads account to set up the lead form. Here’s how to do it:

• Create a new lead form by clicking on the ‘Lead Forms’ button.
• Fill in the required details, including business name and lead questions (e.g., name, email, phone number).
• Under lead delivery, select the webhook integration option and paste the webhook URL you copied from Pabbly Connect.

After setting up the lead form and saving your changes, send a test lead to check if the integration works correctly. This action will trigger the workflow in Pabbly Connect and verify that the data is being captured as expected.

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5. Setting Up MailerLite Action in Pabbly Connect

With the Google Ads trigger configured, the next step is to set up the action in Pabbly Connect to create or update subscribers in MailerLite. Select MailerLite as the action application and choose the action event as ‘Create or Update Subscriber’.

To connect MailerLite with Pabbly Connect, you will need to generate an API token from your MailerLite account. Go to the integrations section, generate a new token, and copy it. Paste this token into Pabbly Connect to establish the connection. After setting up the connection, map the lead details from Google Ads to the corresponding fields in MailerLite, such as email, first name, last name, and phone number.

Once all the details are mapped correctly, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a successful response indicating that the subscriber has been added to MailerLite. This process ensures that all new leads from Google Ads are automatically added to your email marketing list, streamlining your marketing efforts.

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Conclusion

In this tutorial, we explored how to create or update MailerLite subscribers from Google Ads using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads to your email list, saving time and enhancing your marketing strategy. This integration not only keeps your subscriber list updated but also helps in effectively reaching out to potential customers.

Learn how to automate sharing Big Commerce products on Facebook using Pabbly Connect. Follow our detailed 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.

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Setting Up Big Commerce and Facebook Integration

Big Commerce is a powerful eCommerce platform, and integrating it with Facebook allows you to automate product sharing. This tutorial focuses on how to connect your Big Commerce store with your Facebook page using Pabbly Connect. The goal is to automatically share new products added to your Big Commerce store on your Facebook page. using Pabbly Connect

To begin, navigate to the Pabbly Connect homepage. If you are an existing user, click on ‘Sign In’; if you are new, click ‘Sign Up for Free’. Once logged in, you will be taken to the dashboard where you can create your workflows. Click on the blue button labeled ‘Create Workflow’ to start.

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Creating a New Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow ‘Share Big Commerce Product on Facebook Page’. This name helps in identifying the workflow later. After naming it, select a folder for organization. For this example, choose the ‘Social Media Automation’ folder. using Pabbly Connect

Once you click ‘Create’, you will see a blank workflow with two sections: Trigger and Action. The trigger is what initiates the workflow, and the action is what happens as a result. Select Big Commerce as your trigger application and choose the event ‘New Product’. This event will trigger the workflow whenever a new product is added.

• Navigate to Pabbly Connect and create a new workflow.
• Name the workflow and select the appropriate folder.
• Set Big Commerce as the trigger application and choose ‘New Product’ as the trigger event.

After selecting the trigger, click on ‘Connect’ to establish a connection between your Big Commerce store and Pabbly Connect. You will need to provide your store hash key, client ID, and access token. These details are crucial for the integration to function smoothly.

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Configuring the Big Commerce Connection

To retrieve your store hash key, log into your Big Commerce account and look at the URL. The hash key is located between ‘store/’ and ‘.mybigcommerce.com’. Copy this key and paste it into Pabbly Connect. using Pabbly Connect

Next, you need to create an API account in Big Commerce to get the client ID and access token. Go to the ‘Settings’ section, then select ‘API Accounts’. Click on ‘Create API Account’, give it a name (e.g., ‘Facebook Page Post’), and set the necessary permissions for content, customers, and products.

• Log into Big Commerce and find your store hash key in the URL.
• Create a new API account in Big Commerce under ‘Settings’ > ‘API Accounts’.
• Set permissions for content, customers, and products.

Once you have entered all the necessary details in Pabbly Connect, click on ‘Save’ to establish the connection. You can then test this connection by clicking on the ‘Save and Send Test Request’ button, which will capture the response from Big Commerce.

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Testing the Integration and Creating a Facebook Post

After successfully connecting Big Commerce to Pabbly Connect, it’s time to test the integration. Go back to your Big Commerce account and add a new product. Enter the product details, such as the name, type, price, and description. Once you save the product, the information should automatically be sent to Pabbly Connect. using Pabbly Connect

In Pabbly Connect, you will receive a response containing the product details. This includes the product ID, name, and description. Now, you need to set up the action step to share this product on your Facebook page. Select Facebook Pages as your action application and choose ‘Create Page Photo Post’ as the action event.

Add a new product in Big Commerce with all relevant details. Capture the product details response in Pabbly Connect. Set Facebook Pages as the action application and select ‘Create Page Photo Post’.

Once you have configured the Facebook post settings, you will need to map the product image URL, description, and name. After completing these fields, click on ‘Save and Send Test Request’ to create the post on your Facebook page. Refresh your Facebook page to see the new post with the product details, confirming that the integration works flawlessly.

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Conclusion

This tutorial demonstrates how to integrate Big Commerce with Facebook using Pabbly Connect. By following these steps, you can automate the sharing of new products on your Facebook page, enhancing your marketing efforts and engaging your audience effectively.

Learn how to automate notifications from Google Forms to Google Chat using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Google Forms and Google Chat Integration

Pabbly Connect is a powerful automation tool that allows you to integrate Google Forms with Google Chat seamlessly. By using Pabbly Connect, you can automate the process of notifying your team whenever a new lead is generated through Google Forms. This integration saves time and ensures that your team is promptly informed about new inquiries.

To get started, you’ll need to sign in to your Pabbly Connect account. If you’re a new user, you can sign up for free and enjoy 100 tasks every month. Once you’re logged in, you can begin creating your automation workflow.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to enter a name for your workflow. For this integration, we will name it ‘Notify Team on Google Chat for Google Form Submission’.

• Enter the workflow name.
• Select a folder to save the workflow.
• Click on the ‘Create’ button.

Once your workflow is created, you’ll see two sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result of the Trigger. In this case, our Trigger will be a new response in Google Forms.

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3. Setting Up the Trigger in Pabbly Connect

For the Trigger application, select Google Forms from the list. The Trigger event will be set to ‘New Response Received’. This means that every time a new lead fills out the Google Form, Pabbly Connect will capture that response automatically.

After selecting the Trigger, you will be provided with a unique webhook URL. Copy this URL, as you will need it to connect your Google Form to Pabbly Connect. Open your Google Form, navigate to the Responses tab, and click on ‘Link to Sheets’ to create a new spreadsheet for the responses.

• Create a new spreadsheet for form responses.
• Go to Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.

Once installed, refresh the spreadsheet and go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL and set the Trigger Column to the final data column in your spreadsheet.

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4. Configuring the Action in Pabbly Connect

Now that the Trigger is set up, the next step is to configure the Action. For the Action application, select Google Chat and the Action event as ‘Create a Message’. This setup allows you to send a notification to your Google Chat space whenever a new lead is generated. using Pabbly Connect

After selecting Google Chat, you will need to enter the Chat Webhook URL. To get this URL, go to your Google Chat space, click on the arrow next to your space name, and select ‘Apps and Integrations’. Under this menu, find ‘Webhooks’ and click on ‘Add Webhook’. Name your webhook and copy the provided URL.

Open your Google Chat space and click on the arrow next to the space name. Select ‘Apps and Integrations’ and find ‘Webhooks’. Add a new webhook and copy the URL.

Once you have the webhook URL, paste it into the Pabbly Connect setup and create your message template. Map the fields from the Google Form responses to include lead details in your message.

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5. Testing the Integration with Pabbly Connect

After configuring both the Trigger and Action, it’s essential to test the integration. Submit a test response through your Google Form and check if the data is captured in Pabbly Connect. If everything is set up correctly, you should see the response in your workflow.

Once the test submission is successful, check your Google Chat space for the notification. The message should include all the mapped lead details, confirming that the integration works flawlessly. This automation ensures your team is always informed about new leads in real-time.

If you want to further refine your automation, you can add additional actions in Pabbly Connect or modify the message format. This flexibility allows you to tailor the notifications to your team’s needs and preferences.

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Conclusion

Using Pabbly Connect to automate Google Forms notifications to Google Chat streamlines your lead management process. This integration helps you stay organized and ensures timely follow-up with potential clients, enhancing your overall business efficiency.

Learn how to automate WhatsApp messaging for LinkedIn leads using Pabbly Connect and Pabbly Connect in this step-by-step tutorial. 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 integrating WhatsApp with LinkedIn leads, first access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Simply visit the Pabbly Connect homepage and log in using your credentials or sign up if you are a new user.

Once logged in, you will find yourself in the Pabbly Connect dashboard. From here, you can create workflows that will facilitate the automation process. The main objective is to connect LinkedIn Legion forms with WhatsApp by AI Sensei to send automated messages whenever a new lead is generated.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will need to provide a name for your workflow, such as ‘Send and Get WhatsApp Messages for LinkedIn Leads.’ Additionally, you can organize your workflows into folders.

• Click on ‘Create’ to finalize your workflow setup.
• Understand the trigger and action principles: a trigger initiates the workflow, while an action is the response.

After creating the workflow, you’ll select the trigger application as LinkedIn Legion forms. This application will capture new lead responses automatically, allowing for efficient engagement with potential clients.

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3. Setting Up the Trigger with LinkedIn Legion Forms

To set up the trigger for your workflow, choose LinkedIn Legion forms as your trigger application in Pabbly Connect. Select the trigger event as ‘New Lead in Form Response’. This event will activate whenever a new lead submits their information through the LinkedIn form.

Connect your LinkedIn Legion forms account to Pabbly Connect. If your account is already linked, you can select the existing connection. After connecting, you will need to select the specific account and lead form you wish to use.

• Generate a test lead to ensure the connection is working properly.
• Save and send a test request to confirm that the lead information is being captured.

Once the test lead is confirmed, you can proceed to set up the action step to send WhatsApp messages to the leads.

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4. Sending Automated WhatsApp Messages

In this section, you will configure the action step to send WhatsApp messages using Pabbly Connect. Select WhatsApp by AI Sensei as your action application and choose the action event as ‘Send Template Message’. This will allow you to send personalized messages to your leads automatically.

Connect your WhatsApp by AI Sensei account to Pabbly Connect. If this is your first time connecting, you will need to enter your API key, which can be obtained from your WhatsApp account settings. Once connected, you will specify the campaign name and map the necessary fields such as mobile number and username.

Map the lead’s phone number and name to personalize your messages. Ensure to replace any dummy numbers with your actual number for testing purposes.

After completing these configurations, you can save and send a test request. If successful, you will receive the automated WhatsApp message on your phone, confirming that the integration is working correctly.

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5. Receiving WhatsApp Alerts for New Leads

The final step involves setting up another action in Pabbly Connect to receive WhatsApp alerts for new leads. Again, select WhatsApp by AI Sensei as your action application and set the action event to ‘Send Template Message’. This will notify you whenever a new lead comes in through LinkedIn.

Follow similar steps as before to connect your WhatsApp account and enter the campaign name. Create a new campaign for alerts in your WhatsApp by AI Sensei account, ensuring the status is set to live. After entering the necessary details, map the required variables to ensure that the alert contains the lead’s information.

Map the lead’s name, email, and company name to provide complete details in the alert message. Test the setup by sending a message to your phone to confirm receipt of alerts.

With this setup, you will receive instant WhatsApp alerts, allowing you to engage with leads promptly and effectively.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate WhatsApp messaging for LinkedIn leads. By integrating LinkedIn Legion forms with WhatsApp by AI Sensei, you can streamline your lead engagement process and enhance communication efficiency. This setup not only saves time but also increases the chances of converting leads into clients.

Learn how to use Pabbly Connect to automate WhatsApp reminders from Google Calendar, ensuring timely notifications for your clients. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate WhatsApp reminders from Google Calendar, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks per month to explore all features.

Once logged in, navigate to the Pabbly Connect dashboard where you can create workflows. Click on the ‘Create Workflow’ button, and name your workflow, for instance, ‘Send Automated WhatsApp Reminders from Google Calendar’. This sets the stage for your automation process.

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2. Setting Up Google Calendar as the Trigger Application

In this step, you will set Google Calendar as the trigger application in Pabbly Connect. Select Google Calendar from the list of applications and choose the trigger event as ‘New Event Created’. This means your workflow will activate whenever a new event is added to your Google Calendar.

• Select Google Calendar as the trigger application.
• Choose the trigger event ‘New Event Created’.
• Connect your Google Calendar account to Pabbly Connect.

After connecting your Google Calendar, select the specific calendar you want to monitor for new events. Ensure that you allow all necessary permissions to enable Pabbly Connect to access your calendar data securely.

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3. Integrating Google Contacts to Retrieve Lead Details

Next, you will integrate Google Contacts to fetch the necessary details of your leads. This step is crucial as you need the phone numbers of your clients to send WhatsApp reminders. In Pabbly Connect, select Google Contacts as your action application.

• Choose the action event ‘Search Contact’.
• Connect to your Google Contacts account.
• Map the email address of the lead to search for their contact details.

By mapping the email from the previous step, Pabbly Connect dynamically fetches the lead’s phone number. This ensures you have the right contact information to send timely WhatsApp reminders.

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4. Adding Delay and Sending WhatsApp Messages

After retrieving the lead’s details, you will need to add a delay to ensure the WhatsApp message is sent one day before the scheduled event. In Pabbly Connect, select the ‘Add Time Delay’ action and specify the delay duration as one day before the event.

Next, integrate the AI Sensei application to send the WhatsApp message. Choose the action event ‘Send Template Message’ and connect your AI Sensei account. Map the necessary parameters such as mobile number and campaign name to personalize the message.

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5. Conclusion

By using Pabbly Connect, you can seamlessly automate WhatsApp reminders from Google Calendar, ensuring timely communication with your clients. This automation not only saves time but also enhances client engagement and reduces no-shows for appointments.

In summary, integrating Google Calendar, Google Contacts, and AI Sensei through Pabbly Connect allows you to streamline your appointment reminders effectively. Implementing this automated workflow can significantly improve your business operations.