Author: Rudra Sisodiya

Learn how to build an instant WhatsApp movie booking chatbot using Pabbly Chatflow. Step-by-step tutorial for seamless integration and automation. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your WhatsApp Movie Booking Chatbot

To create your instant WhatsApp movie booking chatbot, the first step is to access Pabbly Chatflow. You can do this by navigating to the URL Pabbly.com/chatflow. Once there, you will see options to either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button. Upon signing up, you will receive 100 free credits each month to practice creating chatbots. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

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2. Creating Your Chatbot Flow in Pabbly Chatflow

After signing in to Pabbly Chatflow, you will be directed to the dashboard. Here, you can create a new flow by clicking on the ‘Add Flow’ button. Enter a suitable name for your flow, such as ‘Your Instant WhatsApp Movie Booking Chatbot’.

Next, you will need to set a trigger for your chatbot. For this integration, select the ‘Keyword Regex Match’ option. This allows your chatbot to initiate when users send messages containing specific keywords like ‘movie’ or ‘ticket’. After entering these keywords, you can proceed to set up the welcome message for your customers.

• Click on ‘Add Flow’.
• Name your flow appropriately.
• Select ‘Keyword Regex Match’ as the trigger.

Now, you can create a welcome message for your users. This message will guide them to select a movie and provide showtimes. You can format this message using bold and italics for emphasis.

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3. Setting Up the Movie List in Pabbly Chatflow

In this section, you will set up a list of movies that users can choose from. Using Pabbly Chatflow, drag and drop the list node into your flow. Here, you will enter the header, body, and footer for the list message.

For the body, write a welcoming message that encourages users to select a movie. You can add items to your list by clicking on ‘Add Items’ and entering movie titles such as ‘The Marvels’ and ‘Barbie’. Each item should be linked to a custom field to save user selections.

• Drag and drop the list node into your flow.
• Enter a header, body, and footer for your list.
• Add items like ‘The Marvels’ and ‘Barbie’ to the list.

After the movies are listed, ensure that you save the user’s selection using contact custom fields. This allows you to personalize the experience further by referencing the selected movie in subsequent messages.

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4. Providing Showtimes Based on Movie Selection

Once a user selects a movie, the next step in Pabbly Chatflow is to provide them with available showtimes. Create another list node for the showtimes, and set the body to include a message indicating the selected movie and its showtimes.

Add showtimes as items in this list, such as ‘1 PM’ and ‘3 PM’. Similar to the movie selection, use contact custom fields to save the selected showtime. This personalization makes the interaction more engaging for users.

Create a new list node for showtimes. Add items like ‘1 PM’ and ‘3 PM’. Use contact custom fields to save the selected showtime.

After users select their desired showtime, send them a confirmation message that includes details of their booking. This message should prompt them to confirm their booking or change their selection.

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5. Finalizing Booking Details with Pabbly Chatflow

In this final step of your WhatsApp movie booking chatbot, you will ask users for their booking details using Pabbly Chatflow. After confirming their showtime, prompt them to enter their full name and the number of tickets they wish to book.

Utilize the ‘Ask Question’ feature to gather these details. After receiving the user’s input, send a final confirmation message indicating that their booking is confirmed. This enhances user satisfaction by providing a clear confirmation of their choices.

Ask for the user’s full name. Request the number of tickets. Send a booking confirmation message.

Once all details are collected, save the flow in Pabbly Chatflow to ensure all settings are applied. Your WhatsApp movie booking chatbot is now ready to provide automated services to your customers!

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Conclusion

In this tutorial, you learned how to create an instant WhatsApp movie booking chatbot using Pabbly Chatflow. By following these detailed steps, you can automate the booking process for your cinema, enhancing customer experience. Start using Pabbly Chatflow today to streamline your movie ticket bookings!

Learn how to automate posting your blog articles to LinkedIn using Pabbly Connect. Follow this step-by-step tutorial 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. Access Pabbly Connect for Automation

To automate the posting of your blog articles on LinkedIn, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. This platform allows seamless integration between WordPress and LinkedIn without any coding skills.

Once you are on the Pabbly Connect landing page, you can sign up for a new account or log in if you are an existing user. After logging in, navigate to the ‘All Apps’ section and select Pabbly Connect to start creating your automation workflow.

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2. Create Your Workflow in Pabbly Connect

In Pabbly Connect, you can create a workflow that connects your WordPress account to LinkedIn. Click on the ‘Create Workflow’ button and choose a name for your workflow, such as ‘Post Your Blog Articles to LinkedIn Automatically’. Select the folder where you want to save this workflow.

Once your workflow is created, you will need to set up a trigger. The trigger will be the event that starts your automation. In this case, select WordPress as your trigger application and choose the event ‘New Post Publish’.

• Access the ‘Create Workflow’ option in Pabbly Connect.
• Name your workflow appropriately.
• Select WordPress as the trigger application.

After selecting your trigger, Pabbly Connect will provide a webhook URL that you will need to connect to your WordPress account. This URL is essential for the automation to work.

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3. Connect WordPress to Pabbly Connect

To connect WordPress to Pabbly Connect, log into your WordPress dashboard and navigate to the ‘Plugins’ section. You will need to install the ‘WP Webhooks’ plugin. Once installed, go to the plugin settings and select the ‘Send Data’ option.

In the WP Webhooks settings, add a new webhook URL using the URL provided by Pabbly Connect. Name your webhook (e.g., ‘New Post Created’) and set the trigger to ‘Post Created’ with the status set to ‘Published’.

• Navigate to Plugins in WordPress and install WP Webhooks.
• Add the webhook URL from Pabbly Connect.
• Set trigger to ‘Post Created’ and status to ‘Published’.

After saving these settings, you can test the connection by creating a new post in WordPress. This will send data to Pabbly Connect, confirming that the integration is successful.

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4. Integrate LinkedIn with Pabbly Connect

Now that WordPress is connected, it’s time to set up the action in Pabbly Connect for LinkedIn. In your workflow, add an action step and select LinkedIn as the application. Choose the event ‘Share Text with Image’.

Click on the connect button to link your LinkedIn account with Pabbly Connect. You will need to enter your LinkedIn credentials. After connecting, map the fields for the post, including the title and the image URL from your WordPress post.

Add LinkedIn as an action step in Pabbly Connect. Map the title and image URL from the WordPress post. Ensure visibility is set to Pabbly before saving.

Once you have mapped the fields, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will see a confirmation response from LinkedIn.

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5. Final Testing and Confirmation

After setting up your LinkedIn integration, it’s time to test the entire workflow in Pabbly Connect. Go back to your WordPress dashboard and create a new blog post. Fill in the title, body, and featured image, then publish the post.

Return to Pabbly Connect and check if the response has been captured. If successful, you should see the post details reflected in the workflow. Finally, refresh your LinkedIn profile to confirm that the new post has been shared automatically.

If you want to include the blog link in your LinkedIn post, simply map the URL field in the LinkedIn action step. This way, your post will not only include the image and title but also a direct link to your blog.

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Conclusion

In this tutorial, you learned how to automate posting your blog articles to LinkedIn using Pabbly Connect. This integration allows for seamless sharing of your content, enhancing your online presence and engagement. With just a few steps, you can ensure that every new blog post reaches your LinkedIn audience automatically.

Learn how to automate wedding planner consultations via WhatsApp using Pabbly Chatflow. Step-by-step guide to creating a WhatsApp chatbot for seamless scheduling. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To automate wedding planner consultations via WhatsApp, you need to access Pabbly Chatflow. Start by entering the URL Pabbly.com/chatflow in your browser. This will take you to the Pabbly Chatflow landing page.

Once there, you have two options: sign in if you already have an account or click on ‘Sign Up Free’ to create a new account. New users receive 100 free credits every month to practice their chatbot creations. This is an excellent way to familiarize yourself with the platform.

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2. Creating a WhatsApp Chatbot Using Pabbly Chatflow

After logging into Pabbly Chatflow, navigate to the dashboard. Here, you can add your WhatsApp number by clicking on ‘Add WhatsApp Number’. Choose between WhatsApp Connect or Manual Token Connect to integrate your WhatsApp account.

• Click ‘Add WhatsApp Number’ to start the integration.
• Select either WhatsApp Connect or Manual Token Connect.

Once your number is connected, click on ‘Flows’ from the sidebar to create a new flow. Name your flow, for example, ‘Automate Wedding Planner Consultation WhatsApp’. Set the trigger event to ‘Keyword Reject Match’ to initiate the chatbot when users mention keywords like ‘wedding’ or ‘planner’.

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3. Designing Your Chatbot Flow in Pabbly Chatflow

With your flow created, it’s time to design the chatbot. Start by dragging and dropping a text node to send an initial welcome message. For example, you can write ‘Hi, welcome to Dream Vets Wedding Planner’ and add a button labeled ‘View Packages’. using Pabbly Connect

Next, create a list node to show the wedding packages when users click the button. Input the header, body, and footer for your list. Under the body, describe the packages and create sections for each package, such as Basic, Premium, and Luxury.

• Drag and drop a text node for the welcome message.
• Create a list node for displaying packages.
• Add buttons for user interaction.

Finish by connecting the buttons to appropriate actions, ensuring users can navigate back to the package list or proceed to book a consultation.

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4. Collecting User Information for Consultations

After a user selects a package and clicks ‘Book Consultation’, you need to gather their information. Use the ‘Ask Questions’ action in Pabbly Chatflow to prompt for their preferred consultation date, full name, and wedding location.

Ensure each question is linked to a contact custom field to store user responses. For example, set the date question to save as ‘Preferred Date’ and the name question as ‘Full Name’. This allows for personalized responses later.

Use ‘Ask Questions’ action to collect user data. Save responses in contact custom fields. Create a thank you message for confirmation.

Once all information is collected, send a confirmation message thanking the user and confirming their booking. This enhances user experience and makes the process seamless.

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5. Testing Your WhatsApp Chatbot Built with Pabbly Chatflow

Now that your chatbot is set up, it’s time to test it. Go back to your WhatsApp and send a message to the number connected to Pabbly Chatflow. You should receive the welcome message and be able to interact with the bot as intended.

Check if all buttons work correctly and ensure that the chatbot responds as designed. If any issues arise, revisit your flow in Pabbly Chatflow and make necessary adjustments.

By testing thoroughly, you can ensure that your automated wedding planner consultations run smoothly, providing a great experience for your clients.

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Conclusion

Using Pabbly Chatflow, you can automate wedding planner consultations via WhatsApp efficiently. This step-by-step guide has shown you how to create a functional chatbot that enhances client interactions and streamlines appointment scheduling.

Learn how to automate sending special offer emails using Pabbly Connect with Gmail for Instagram lead ads. Step-by-step guide included. 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 sending special offer emails using Gmail for Instagram lead ads, you need to access Pabbly Connect. Start by visiting pabby.com/connect in your browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for a free account.

If you’re a new user, click on the ‘Sign Up Free’ option to create an account and receive 100 free tasks monthly. Existing users should simply sign in to access their dashboard. Once logged in, select Pabbly Connect from the list of applications to proceed to the dashboard where you can create your automation workflow.

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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. You will see options for the workflow builder; select the ‘Beta’ version for a more modern experience.

• Click on ‘Create’ to open the workflow setup dialog.
• Name your workflow, for example, ‘Send Special Offer Emails Automatically Using Gmail for Instagram Lead Ads Leads.’
• Select a folder to save your workflow, like ‘Automations.’

After naming your workflow and selecting the folder, click the ‘Create’ button to proceed. This sets the foundation for your automation process using Pabbly Connect.

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3. Setting Up the Trigger for Instagram Lead Ads

In this step, you will set up a trigger that starts the automation process. Click on the ‘Add Trigger’ button and select ‘Instagram Lead Ads’ as the trigger application, with the event as ‘New Lead’. This tells Pabbly Connect to initiate the workflow whenever a new lead is generated.

Next, click on ‘Connect’ to establish a connection with your Instagram account. If you haven’t connected your Instagram account yet, select ‘Add New Connection’ and log in to your account. Ensure that you are logged into your Facebook account as well, as Instagram is linked to Facebook for this integration.

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4. Configuring Gmail Action to Send Emails

Once the trigger is set, the next step is to configure the action that sends an email via Gmail. Add an action step and select ‘Gmail’ as the application, then choose ‘Send Email’ as the action event. Click on ‘Connect’ to set up the connection between Pabbly Connect and your Gmail account.

• Select ‘Sign in with Google’ to connect your Gmail account.
• Allow Pabbly Connect to access your Gmail account.
• Fill in the sender name and email address.

For the recipient’s email address, map the email field from the previous trigger step. This ensures that each lead receives a personalized email. After filling in the subject and email content, click on ‘Save and Send Request’ to finalize the setup.

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5. Testing the Automation Setup

Now that your workflow is set up, it’s crucial to test the automation to ensure everything works as expected. You can do this by generating a test lead through your Instagram lead ad. Use the Meta Business Suite to simulate a lead submission.

Once you submit the test lead, return to Pabbly Connect and check for a response. If configured correctly, you should see the lead details captured in the workflow. This confirms that the trigger is working properly and the email will be sent automatically to the new lead via Gmail.

Finally, check your Gmail inbox to see if the test email was sent successfully. This will complete the testing phase of your automation setup, ensuring that your special offer emails are sent automatically to leads generated from your Instagram ads.

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Conclusion

In conclusion, automating the process of sending special offer emails using Pabbly Connect for Instagram lead ads is straightforward. By following the detailed steps outlined above, you can efficiently set up this integration, ensuring that every new lead receives timely communications. Utilize Pabbly Connect to streamline your marketing efforts and enhance customer engagement.

Learn how to capture Instagram Lead Ads leads in Airtable using Pabbly Connect. This detailed tutorial walks you through the setup process step by step.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To capture Instagram Lead Ads leads in Airtable, you need to start by accessing Pabbly Connect. This platform serves as the central hub for your automation tasks. Begin by visiting Pabbly.com and either signing in or signing up if you are a new user.

Once you have logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration between Instagram Lead Ads and Airtable. This process automates the addition of new leads directly into your Airtable account.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; enter a relevant name like ‘Capture Instagram Leads in Airtable’. using Pabbly Connect

• Click on the ‘Select’ button to choose the workflow builder.
• Select the ‘Beta’ version for a modern interface.
• Choose the folder to save your workflow, such as ‘Automations’.

After setting up the folder, you will be ready to configure the trigger for your automation.

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3. Setting Up the Trigger for Instagram Lead Ads

The next crucial step is to set up the trigger for your workflow. Click on the ‘Add Trigger’ button, and select ‘Instagram Lead Ads’ as your trigger application. For the event, choose ‘New Lead Instant’. This configuration will allow Pabbly Connect to monitor your Instagram account for new leads. using Pabbly Connect

To connect your Instagram account, you will need to select your existing connection or create a new one. Ensure your Instagram account is connected to your Facebook account for seamless integration. Once connected, you can select the page and the lead generation form you wish to use.

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4. Adding Action Step to Create Record in Airtable

Now that your trigger is set up, the next step is to add an action. Click on the ‘Add Action’ button and select ‘Airtable’ as your action application. For the event, choose ‘Create Record’. This step will automatically add the new lead details into your Airtable base. using Pabbly Connect

After selecting Airtable, connect your Airtable account by granting the necessary permissions. Choose the base where you want to store the leads, and map the fields from the Instagram lead form to the corresponding fields in Airtable. This ensures that all lead information is accurately captured.

• Map the first name, last name, email, phone number, and service interest fields.
• Ensure that all required fields in Airtable are filled with the corresponding lead data.

Once the mapping is complete, save the action step, and you are ready to test your workflow.

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5. Testing the Integration

The final step is to test the integration to ensure everything is functioning correctly. Click on the ‘Save and Send Test Request’ button to send a test lead from your Instagram Lead Ads. This action will simulate a new lead submission and allow you to verify that the data is correctly added to Airtable. using Pabbly Connect

Check your Airtable base to confirm that the test lead appears as a new record. This successful integration means that every new lead generated from your Instagram Lead Ads will now be automatically captured in Airtable, streamlining your lead management process.

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Conclusion

Integrating Instagram Lead Ads with Airtable using Pabbly Connect allows you to automate the lead capturing process efficiently. By following this step-by-step tutorial, you can ensure that every lead is recorded seamlessly in Airtable, enhancing your business operations.

Learn how to automate follow-up emails for Google Lead Ads leads and store them in Airtable using Pabbly Connect. 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate sending follow-up emails for Google Lead Ads leads and storing them in Airtable, you first need to access Pabbly Connect. Start by navigating to Pabbly.com/connect in your web browser.

Once on the Pabbly Connect homepage, you will find options to either sign in or sign up for free. New users can sign up and receive 100 free tasks each month, while existing users should simply sign in to their accounts. After signing in, click on ‘Access Now’ to enter the Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will create a new workflow to connect Google Lead Ads with Airtable and Gmail. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to select between the new beta version and the classic version; choose the beta version for a more modern experience.

• Select a name for your workflow, such as ‘Send Follow-Up Emails Automatically for Google Lead Ads Leads and Store Them in Airtable’.
• Choose a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting the folder, you will see the workflow window where you can set up triggers and actions. Remember, the automation process in Pabbly Connect relies on triggers and actions to function effectively.

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3. Setting Up the Trigger for Google Lead Ads

The next step involves setting up a trigger to capture new leads from Google Lead Ads. Click on the ‘Add Trigger’ button and select ‘Google Ads’ as the application, then choose ‘New Lead Form Entry’ as the event.

After this, click on the ‘Connect’ button to generate a webhook URL. Copy this URL, as it will be used to connect Google Ads to Pabbly Connect. In your Google Ads account, navigate to your lead form settings and paste the webhook URL into the appropriate field for lead delivery.

• Ensure you have selected required fields such as name, email, phone number, and company name.
• Send test data from Google Ads to verify the integration.

After sending the test data, check Pabbly Connect to confirm that you received a successful response with the lead details. This indicates that your trigger is set up correctly.

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4. Adding Action Steps to Store Data in Airtable

Once the trigger is set, it’s time to add action steps to store the lead information in Airtable. Click on the ‘Add Action’ button and select ‘Airtable’ as the application, followed by ‘Create Record’ as the event.

Next, click on the ‘Connect’ button to establish a connection with Airtable. If prompted, grant access to your Airtable account. Once connected, select the base and table where you want to store the lead information. You will map the fields from the Google Lead Ads response to the corresponding Airtable fields.

Map fields such as name, email, phone number, and company name from the trigger response. Click on ‘Save and Send Request’ to create the record in Airtable.

After saving the request, verify in Airtable that a new record has been created with the lead details. This confirms that the integration is functioning as expected through Pabbly Connect.

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5. Sending Follow-Up Emails via Gmail

The final step is to configure the follow-up email that will be sent to the new leads via Gmail. Add another action step by selecting ‘Gmail’ as the application and ‘Send Mail’ as the event.

Click on the ‘Connect’ button and authenticate your Gmail account. Once connected, fill in the required fields such as the sender name, sender email, recipient email (map it from the trigger), subject, and email content.

Enter a subject like ‘Thank You for Showing Interest’. Compose the email content, optionally using HTML for formatting.

After entering all the details, click on ‘Save and Send Request’ to send the email. Check the recipient’s inbox to confirm that the follow-up email has been successfully delivered. This completes the automation process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate sending follow-up emails for Google Lead Ads leads and store them in Airtable using Pabbly Connect. This integration streamlines your workflow, ensuring that every new lead is promptly followed up with an email, enhancing your customer engagement.

Learn how to automate SaaS customer support using Pabbly Chatflow and WhatsApp. This step-by-step guide covers integration and chatbot creation for efficient support. Master conversational marketing with practical techniques for creating chatbots that engage visitors at exactly the right moment in their journey.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Automation

To start automating SaaS customer support via WhatsApp, you first need to access Pabbly Chatflow. Simply navigate to the Pabbly Chatflow website and either sign in or create a free account. Once you log in, you will see the dashboard with various options.

After accessing your account, locate the ‘Add WhatsApp Number’ button. Here, you will have the option to connect your WhatsApp account either through WhatsApp Connect or Manual Token Connect. Choose the method that suits you best to integrate WhatsApp with Pabbly Chatflow.

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2. Creating Your Chatbot in Pabbly Chatflow

Once your WhatsApp number is connected, the next step is to create a chatbot using Pabbly Chatflow. Click on the ‘Flows’ option in the sidebar and then select ‘Add Flow’. Enter a name for your flow, such as ‘Automate SaaS Customer Support by WhatsApp’.

• Click on ‘Add Flow’ to initiate the process.
• Name your flow appropriately.
• Set a trigger for your chatbot, such as keywords like ‘issues’ or ‘support’.

After setting the trigger, you can start designing the conversation flow. Use the drag-and-drop feature to add text messages and buttons. This allows your customers to select options like ‘Report Issue’ or ‘Plan Info’, enhancing their experience with Pabbly Chatflow.

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3. Designing the Conversation Flow with Pabbly Chatflow

In this section, you will design the conversation flow for your WhatsApp chatbot. Start by adding a welcome message that greets users upon initiating the chat. You can also add buttons for various options such as reporting an issue or getting plan information.

• Create a welcome message that users will see first.
• Add buttons for ‘Report Issue’ and ‘Plan Info’.
• Design follow-up messages based on user selections.

As users interact with the chatbot, their selections will trigger specific responses designed within Pabbly Chatflow. This ensures that customer queries are addressed promptly and efficiently.

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4. Testing Your Chatbot in Pabbly Chatflow

After designing your chatbot, it’s crucial to test its functionality. Send a message to the WhatsApp number connected to Pabbly Chatflow to see how it responds. For instance, typing ‘I am getting some issues’ should trigger the welcome message and present the buttons.

When testing, ensure that each button functions correctly. For example, selecting ‘Report Issue’ should lead you to a list of common issues. This testing phase is essential to ensure that your chatbot is working as intended before going live.

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5. Finalizing and Using Your Chatbot with Pabbly Chatflow

Once you have thoroughly tested your chatbot and are satisfied with its performance, the final step is to save your flow in Pabbly Chatflow. Click on the save button, and you will receive a confirmation that your flow has been updated successfully.

Now your WhatsApp chatbot is ready to assist customers 24/7. You can monitor interactions through the inbox section in Pabbly Chatflow, ensuring that all customer queries are addressed. This automation significantly reduces manual workload and enhances customer service efficiency.

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Conclusion

In conclusion, using Pabbly Chatflow to automate SaaS customer support via WhatsApp is a powerful way to enhance customer interactions. By following the steps outlined in this tutorial, you can create an efficient chatbot that provides immediate responses to customer queries.

Learn how to create a WhatsApp AI Assistant for education using Pabbly Chatflow. This step-by-step tutorial covers all integration details for effective student query handling.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your WhatsApp AI Assistant

The first step to creating a WhatsApp AI Assistant for education is to access Pabbly Chatflow. You can do this by searching for Pabbly.com in your browser and navigating to the Chatflow section. If you are a new user, click on ‘Sign Up Free’ to get 100 free credits for a trial. Existing users should simply sign in to their accounts.

Once signed in, you will see all available applications. To create your WhatsApp AI Assistant, select Pabbly Chatflow from the options. The dashboard will display various features and settings to help you configure your assistant effectively.

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2. Connecting Your WhatsApp Number in Pabbly Chatflow

Next, you need to connect your WhatsApp number within Pabbly Chatflow. Click on the ‘Add WhatsApp Number’ button to start the connection process. You will be presented with two options: WhatsApp Connect and Manual Token Connect.

• Choose WhatsApp Connect for easier integration.
• Follow the prompts to link your WhatsApp account.

After successfully connecting your WhatsApp number, you can proceed to set up the AI Assistant. Ensure that your WhatsApp number is verified to receive messages seamlessly.

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3. Creating Your AI Assistant in Pabbly Chatflow

To create your AI Assistant, click on the ‘Add Assistant’ button in Pabbly Chatflow. You will be prompted to name your assistant. After naming it, click on ‘Add Assistant’ to access the flow window.

In the flow window, you can select the type of instructions for your assistant. Choose from pre-defined AI agents or create a custom prompt for your specific needs. This customization allows your assistant to handle various student queries effectively.

• Set the AI model to OpenAI’s GPT-4 for better responses.
• Enter your OpenAI API key for authentication.

Once configured, save your settings and proceed to test the assistant’s functionality. This ensures that it can respond accurately to student queries.

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4. Setting Up the Knowledge Source for Your Assistant

A crucial aspect of your WhatsApp AI Assistant is the knowledge source. In Pabbly Chatflow, you can create a knowledge base using Google Docs. Ensure to download your data in either PDF or plain text format, as these are the only supported formats.

After downloading your knowledge source, upload it to Pabbly Chatflow. This allows your assistant to access relevant information and provide accurate answers to students’ queries regarding courses, fees, and other academic details.

Once the knowledge base is uploaded, you can proceed to configure the assistant’s interface, including header and footer messages, to enhance user experience. This personalization helps in establishing a connection with the students.

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5. Assigning Your AI Assistant to WhatsApp Chats

The final step is to assign your AI Assistant to your WhatsApp chats. In Pabbly Chatflow, navigate to the inbox settings and enable the AI auto-reply feature. Select the specific contact list to which the assistant will respond.

To finalize the setup, save your settings. This will allow the AI Assistant to handle queries from registered students automatically. You can also test the functionality by sending a message to your WhatsApp number to see the assistant in action.

By following these steps, you will have successfully created a WhatsApp AI Assistant using Pabbly Chatflow that can efficiently manage student queries 24/7.

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Conclusion

In this tutorial, we explored how to create a WhatsApp AI Assistant for education using Pabbly Chatflow. By integrating various features, you can streamline student query handling effectively. This setup ensures that students receive timely responses, enhancing their experience.

Learn how to automate the integration of Razorpay payments with Salesforce CRM using Pabbly Connect through a step-by-step tutorial. Streamline your payment processes now! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Razorpay payments with Salesforce CRM automatically, the first step is to access Pabbly Connect. You can do this by visiting Pabbly.com/connect in your web browser. This will take you to the Pabbly Connect homepage where you have two options: sign in or sign up for free.

If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks every month. If you already have an account, simply log in. Once signed in, you will see all Pabbly applications and can access Pabbly Connect by clicking on the ‘Access Now’ button to reach the dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to choose between the new beta version or the classic version of the workflow builder.

• Select the beta version for a modern and flexible approach.
• Name your workflow as ‘Add Razorpay Payments to Salesforce CRM Automatically’.
• Choose a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button to proceed. This action sets up the foundation for your integration process using Pabbly Connect.

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3. Setting Up the Trigger for Razorpay Payments

The next step in the integration process is to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Razorpay as the application. Choose ‘Payment Captured’ as the trigger event, then click on ‘Connect’ to establish the connection.

Upon connecting, you will receive a webhook URL. Copy this URL, as it will be used to connect Razorpay with Pabbly Connect. Log into your Razorpay account, navigate to the ‘Developers’ section in the left sidebar, and select ‘Webhooks’. Click on the ‘Add a New Webhook’ button and paste the copied webhook URL into the designated field.

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4. Testing the Connection and Payment Capture

Once the webhook is set up in Razorpay, you need to test the connection to ensure everything is functioning correctly. Go back to your Razorpay payment page and make a test payment. Fill in the required fields, select UPI as the payment method, and complete the transaction.

After successfully making the payment, return to Pabbly Connect and check for a response from the webhook. You should see the details of the payment captured, including the order ID, customer name, email, and phone number. This confirms that the trigger is working properly and that Razorpay is connected to Pabbly Connect.

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5. Creating a Contact in Salesforce from Razorpay Payments

With the trigger successfully set up and tested, the final step is to create a new contact in Salesforce whenever a payment is captured. In Pabbly Connect, add an action step and select Salesforce as the application. Choose ‘Create Contact’ as the action event, and click on ‘Connect’ to establish the connection.

Map the fields from the Razorpay payment details to the Salesforce contact fields, such as first name, last name, email, and phone number. After mapping the required fields, click on the ‘Save and Send Request’ button to create the contact. You should receive a confirmation response indicating that the contact has been successfully created in Salesforce.

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Conclusion

In this tutorial, we explored how to integrate Razorpay payments with Salesforce CRM automatically using Pabbly Connect. By following the outlined steps, you can streamline your payment processes and ensure that new contacts are created in Salesforce whenever a payment is made. This automation enhances efficiency and helps manage customer data effectively.

Learn how to automate interior design consultations via WhatsApp using Pabbly Chatflow. This detailed tutorial shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To automate interior design consultations via WhatsApp, the first step is to access Pabbly Chatflow. You can do this by visiting the URL Pabbly.com/chatflow. Once you arrive at the landing page, you will see options to either sign in or sign up for a free account. New users can sign up to receive 100 free credits every month for practicing the chatbot.

After signing up or logging in, you will be directed to the Pabbly dashboard. From here, click on the Pabbly Chatflow option to proceed to the dashboard page. This is where you can manage your WhatsApp numbers and chat flows, which are essential for automating your interior design consultations.

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2. Creating a WhatsApp Chatbot Using Pabbly Chatflow

In this section, you will learn how to create a WhatsApp chatbot using Pabbly Chatflow. Start by clicking on the Flows option in the sidebar. This will take you to the flow builder page where you can create your automation flow. Click on the Add Flow button to begin building your chatbot.

• Provide a name for your flow, such as ‘Automate Interior Design Consultation by WhatsApp’.
• Select the trigger event as Keyword Match.
• Add keywords such as design and interior to initiate the chatbot.

Once you have set up your keywords, you can send a welcome message to your customers. Use the drag-and-drop feature to add a text button node and enter your welcome message, such as ‘Hi, welcome to Dream Spaces Interiors! What would you like to do?’.

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3. Configuring Chatbot Options in Pabbly Chatflow

Next, you will configure the options available in your chatbot. In Pabbly Chatflow, you can add buttons for users to select their desired actions. For example, create two buttons: Book Consultation and View Portfolio. Each button will lead to different actions based on user selection.

When a user selects the Book Consultation button, they will be prompted to choose the project type. You can create a list node for project types, including Residential Projects and Commercial Projects. This allows users to easily select their preferences.

• Add a header, body, and footer for the list node.
• Create contact custom fields to store user responses.
• Connect the selected project type to the respective contact custom field.

After configuring the project type, you can proceed to ask the user for additional information, such as location, full name, email address, preferred date, and photos of their space. Each question can be added using the ask question feature in Pabbly Chatflow.

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4. Finalizing Your Chatbot Flow in Pabbly Chatflow

Once you have gathered all necessary information from the user, it’s time to finalize your chatbot flow in Pabbly Chatflow. After users provide their details, send them a confirmation message indicating that their consultation is booked. This message can be created using a text button node.

Additionally, for users who select the View Portfolio button, you can provide a document containing your portfolio. Use the media option in Pabbly Chatflow to upload the portfolio document and share it with users seamlessly.

Ensure all nodes are properly connected to reflect the user journey. Test your flow to confirm that all automated messages are sent correctly. Save your flow to make it active for users.

After saving your flow, you can monitor interactions and ensure that the chatbot is functioning as intended. This enhances user experience and automates your consultation process effectively.

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5. Conclusion: Automate Interior Design Consultations with Pabbly Chatflow

By following this tutorial, you can successfully automate interior design consultations via WhatsApp using Pabbly Chatflow. This platform allows you to create an efficient chatbot that interacts with clients, gathers their requirements, and provides timely responses.

Utilizing Pabbly Chatflow not only saves time but also enhances your customer service by providing immediate assistance to clients. Start building your WhatsApp chatbot today and streamline your interior design consultation process!

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