Author: Rudra Sisodiya

Learn how to send personalized WhatsApp welcome messages automatically for Facebook lead ads using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Accessing Pabbly Connect for Automation

To automate sending personalized WhatsApp welcome messages, you first need to access Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free to get started.

Once signed in, navigate to the Pabbly Connect dashboard where you can create a new workflow. This is where the integration between Facebook Lead Ads and WhatsApp Cloud API will be set up.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Here, you will name your workflow, such as ‘Send Personalized WhatsApp Welcome Messages Automatically for Facebook Leads’. This naming helps you identify the workflow easily later. using Pabbly Connect

• Select the folder where you want to save this workflow.
• Choose between the new workflow builder or the classic one.

After naming and selecting the folder, click on ‘Create’. You will then see a prompt to set up the trigger application for your workflow.

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3. Setting Up Facebook Lead Ads as the Trigger

To trigger the workflow, you need to select Facebook Lead Ads as your trigger application. In the trigger event, choose ‘New Lead Instant’. This means that every time a new lead is generated from your Facebook ads, it will initiate the workflow. using Pabbly Connect

Next, connect your Facebook account to Pabbly Connect. This is done by clicking on ‘Connect’ and following the prompts to authorize the connection. Once connected, select the Facebook page and the lead form that you will be using.

• Enter the page name from your Facebook account.
• Select the lead form you want to capture leads from.

After saving these settings, you can test the trigger to ensure it captures leads correctly.

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4. Sending WhatsApp Messages Using WhatsApp Cloud API

Once the trigger is set, the next step is to add an action step where you will send a WhatsApp message using the WhatsApp Cloud API. Select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect to WhatsApp Cloud API by entering the required details such as your access token, phone number ID, and WhatsApp business account ID. This connection is vital for sending messages through WhatsApp.

Map the recipient’s phone number from the Facebook lead response. Select the message template you created for the welcome message.

After configuring these settings, save and test the action step to verify that the WhatsApp message is sent successfully.

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5. Finalizing Your Automation Workflow

After testing both the trigger and action steps, your workflow is almost ready. Ensure that all mappings are correctly set so that the personalized messages are sent to the right leads.

Once satisfied, you can activate the workflow. Now, every time a new lead is captured from your Facebook Lead Ads, a personalized WhatsApp welcome message will be sent automatically, enhancing your engagement with potential customers.

By using Pabbly Connect, you have successfully automated the process of sending WhatsApp messages, ensuring timely communication with your leads.

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Conclusion

In conclusion, using Pabbly Connect to automate sending personalized WhatsApp welcome messages for Facebook Lead Ads leads is a straightforward process. This integration not only saves time but also improves customer engagement significantly.

Learn how to automate customer feedback review using Pabbly Connect, Slack, and AI. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for Automation

To automate customer feedback reviews, first access Pabbly Connect by visiting www.Pabbly.com/connect. Here, you will find options to either sign up for a free account or sign in if you are an existing user.

After signing in, navigate to the Pabbly Connect dashboard. You can create workflows that integrate various applications, which is essential for our automation process. Follow these steps to get started:

• Visit www.Pabbly.com/connect
• Click on ‘Sign Up Free’ or ‘Sign In’
• Access Pabbly Connect from the apps window

By following these steps, you can easily set up your account and get ready to create an automation workflow using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Choose the beta version for a modern, faster experience.

When prompted, name your workflow ‘Save Time Automate Customer Feedback Review with AI’. Select a folder to organize your workflow. You can create multiple folders as needed. After naming your workflow, click on the ‘Create’ button to proceed.

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

Now that your workflow is created, you can set up triggers and actions to automate the feedback review process using Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

To start the automation, you need to set up a trigger. Click on the ‘Add Trigger’ button and select JotForm as your application since you will receive customer feedback through it. Choose the event as ‘New Response’.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL and head to your JotForm account. In your JotForm settings, navigate to Integrations and select Webhooks. Paste the copied URL into the webhook field and complete the integration.

Select JotForm as the trigger application Choose ‘New Response’ as the event Copy the webhook URL and integrate it into JotForm

By completing these steps, you have successfully set up the trigger that will initiate the automation process whenever new customer feedback is received.

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4. Generating Feedback Review with AI

With the trigger configured, the next step involves generating a review using AI. Click on ‘Add Action’ and select OpenAI as your application. Choose the event ‘Start GPT’ to enable the AI to generate a review based on the feedback received.

To connect to OpenAI, you will need an API key. Follow the prompts to create a new secret key in your OpenAI account. Once you have the key, paste it into Pabbly Connect. Next, you can set the AI model to use and provide a prompt for generating the review, mapping the necessary fields from the trigger step.

Select OpenAI as the action application Enter your API key to authenticate Map the fields from the feedback to generate a review

After completing these steps, you will have configured the AI to generate a review based on the customer feedback, which will be sent to your Slack channel.

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5. Sending the Generated Review to Slack

Finally, to share the generated review with your team, add another action step and select Slack as your application. Choose the event ‘Send Channel Message’ to post the review directly to your team’s Slack channel.

Authenticate your Slack account within Pabbly Connect by selecting the user or bot token type. Once connected, specify the channel ID where the message should be sent and map the content generated by OpenAI as the message. Click on ‘Save and Send’ to complete the integration.

Select Slack as the action application Authenticate using user or bot token Map the generated review to the message field

By completing this step, you have successfully automated the process of sending customer feedback reviews to your team’s Slack channel using Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate customer feedback reviews using Pabbly Connect, Slack, and AI. By following these steps, you can streamline your feedback process, enhance team communication, and save time effectively.

Learn how to auto-create LinkedIn posts using AI and Google Sheets with Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Accessing Pabbly Connect for LinkedIn Automation

To auto-create LinkedIn posts using AI and Google Sheets, the first step is to access Pabbly Connect. Start by navigating to Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks every month. Existing users can simply sign in. Once logged in, you will see all available applications, and you 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 workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to select the workflow builder; opt for the ‘New Beta’ version for a modern experience.

• Click on the ‘Select’ button to proceed.
• Name your workflow, e.g., ‘Auto-Create LinkedIn Post with AI and Google Sheets’.
• Choose a folder to save your workflow, such as ‘Automations’.

Once you have named your workflow and selected the appropriate folder, click on the ‘Create’ button to establish the workflow.

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3. Setting Up the Trigger with Google Sheets

The next step in your automation process is to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Google Sheets’ as your trigger application. Choose the event as ‘New or Updated Spreadsheet Row’.

After connecting, you will receive a webhook URL. Copy this URL as it will link your Google Sheets to Pabbly Connect. Now, go to your Google Sheets, and ensure you have the Pabbly Connect Webhooks add-on installed.

• Click on ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your Google Sheets.

Once refreshed, navigate to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’ to paste the webhook URL and set your trigger column.

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4. Connecting OpenAI for Content Generation

After successfully setting up your trigger, the next step is to connect OpenAI through Pabbly Connect. Add an action step by selecting OpenAI as your application and choosing ‘Chat GPT’ as the event.

To establish a connection, you will need to provide your OpenAI API key. Click on the hyperlink to access your OpenAI API keys page, generate a new secret key, and copy it back to Pabbly Connect.

Select your model, e.g., GPT-3 or GPT-4. Map the relevant data fields from your Google Sheets trigger to the OpenAI prompt. Click on ‘Save and Send Request’ to generate content.

Once you receive a successful response, you will have the content generated by OpenAI ready for posting on LinkedIn.

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5. Posting Generated Content to LinkedIn

The final step in this automation process is to post the generated content to LinkedIn using Pabbly Connect. Add another action step and select LinkedIn as your application, choosing ‘Share Simple Text’ as the event.

To connect your LinkedIn account, enter your credentials and authorize Pabbly Connect to post on your behalf. Map the content generated by OpenAI to the LinkedIn post content field.

Select the visibility of your post (e.g., Pabbly). Click on ‘Save and Send Request’ to finalize the post. Check your LinkedIn account to confirm the post has been created.

With these steps, you will have successfully automated the process of creating LinkedIn posts using AI and Google Sheets with the help of Pabbly Connect.

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Conclusion

In this tutorial, we explored how to auto-create LinkedIn posts using AI and Google Sheets through Pabbly Connect. By following these steps, you can streamline your content creation process and enhance your LinkedIn presence effectively.

Learn how to build a Social Media AI Agent that generates unique content using Pabbly Connect to integrate various applications seamlessly. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Accessing Pabbly Connect for Your Social Media AI Agent

To build your Social Media AI Agent, you first need to access Pabbly Connect. If you’re an existing user, log in directly to the workflow builder. New users can sign up for free by following the landing page URL provided in the description. This allows you to explore Pabbly Connect with a hundred free tasks every month.

Once logged in, navigate to the workflow builder, which is the central hub for creating your automation. Here, you will set the trigger and action that will define how your AI agent interacts with various applications like Google Sheets, Facebook, and Instagram.

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2. Setting Up Google Sheets Integration with Pabbly Connect

The first step in your automation process is to integrate Google Sheets using Pabbly Connect. Click on the add trigger button and search for Google Sheets. Select the event as ‘New or Updated Spreadsheet Row’ to initiate the workflow whenever a new entry is added to your sheet.

• Search for Google Sheets in the trigger application.
• Select ‘New or Updated Spreadsheet Row’ as the event.
• Click on connect to generate a webhook URL.

Copy the webhook URL provided by Pabbly Connect and open your Google Sheets. You will need to install the Pabbly Connect Webhooks add-on from the Extensions menu. After installation, refresh your spreadsheet to access the add-on.

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3. Configuring the Webhook in Google Sheets

After installing the Webhooks add-on, navigate to the initial setup in the add-on. Here, you will paste the webhook URL you copied earlier from Pabbly Connect. Specify the trigger column, which is essential for sending data to your webhook.

• Paste the webhook URL in the designated field.
• Set your trigger column (e.g., column F).
• Click on submit to save your configuration.

Once you submit, you will see a confirmation message indicating that the setup is successful. Ensure that the ‘Send on Event’ option is enabled in the add-on settings to allow data to be sent to Pabbly Connect when new rows are added.

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4. Generating Unique Content Using OpenAI

With your Google Sheets integration set up, the next step is to generate unique content using OpenAI through Pabbly Connect. Add a new action step, search for OpenAI, and select the appropriate event, such as ‘Chat GPT’. Connect your OpenAI account by entering your API key.

Map the input details from your Google Sheets to the OpenAI prompt to generate captions, hashtags, and CTAs. Mapping allows the data to be dynamic, ensuring that the AI generates relevant content based on the latest entries.

Select OpenAI as the action application. Use the ‘Chat GPT’ event to generate content. Map the required fields from the previous step.

After setting up the prompt, click on ‘Save and Send Test Request’ to generate the content. The AI will return the generated caption, hashtags, and CTA in JSON format, ready to be used in your social media posts.

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5. Updating Google Sheets with Generated Content

Finally, you need to update your Google Sheets with the generated content using Pabbly Connect. Add another action step, select Google Sheets, and choose the event ‘Update Row’. Connect your Google account and select the spreadsheet where you want to update the content.

Map the generated content fields (caption, hashtags, and CTA) to the corresponding columns in your Google Sheets. This ensures that every time new content is generated, it is automatically updated in your sheet for review or posting.

Select ‘Update Row’ as the event in Google Sheets. Map the fields for the caption, hashtags, and CTA. Click on ‘Save and Send Test Request’ to finalize the update.

Once the update is successful, you will see the generated content reflected in your Google Sheets, completing the automation process. Now, whenever you add new details in your sheet, the AI agent will automatically generate and update the necessary content.

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Conclusion

In conclusion, using Pabbly Connect to build a Social Media AI Agent can significantly streamline your content creation process. By integrating Google Sheets with OpenAI and automating the generation of captions, hashtags, and CTAs, you can enhance your social media strategy effectively. With this setup, your team can easily manage and approve content for posting, saving time and effort.

Learn how to automate catering orders for events via WhatsApp using Pabbly Chatflow. Step-by-step guide for creating an efficient WhatsApp chatbot. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

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1. Setting Up Pabbly Chatflow for WhatsApp Integration

To automate catering orders via WhatsApp, the first step is to set up Pabbly Chatflow. Begin by navigating to the official Pabbly Chatflow page by entering ‘Pabbly.com/chatflow’ in your browser. This platform allows you to create WhatsApp chatbots that can respond automatically to user messages.

Once on the Pabbly Chatflow page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free credits. Existing users should select the ‘Sign In’ option. After logging in, access the Pabbly Chatflow dashboard to manage your WhatsApp numbers and set up your chatbot.

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2. Creating the WhatsApp Chatbot in Pabbly Chatflow

After accessing the dashboard of Pabbly Chatflow, you can start creating your WhatsApp chatbot. Click on the ‘Flows’ option and then the ‘+ Add Flow’ button to begin. Name your flow ‘Automate Catering Orders for Events via WhatsApp’ to keep it organized and clear.

• Select a trigger event for your chatbot, such as keywords or user start conversation.
• Add keywords like ‘catering order’ and ‘order food’ to trigger the bot.
• Connect your initial message to the trigger to start the conversation.

By setting these parameters, your bot will automatically respond when users send specific keywords to your WhatsApp business account, initiating the catering order process seamlessly.

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3. Designing the Order Flow in Pabbly Chatflow

In this section, you will design the flow of the order process using Pabbly Chatflow. After the trigger, the bot should respond with a welcome message and options to ‘Place Order’ or ‘View Menu.’ Use the drag-and-drop feature to create buttons for these options.

When a user clicks on ‘Place Order,’ the bot should ask what type of menu they would like. Create a list that includes options like vegetarian, non-vegetarian, and vegan. This allows users to easily select their preferences while interacting with the bot.

• Add a list button for menu types, ensuring it is visually clear.
• Connect the response options to the next step in the flow.
• Ensure that each menu type leads to the appropriate dish selection.

This structured approach will create an intuitive experience for users ordering catering services through WhatsApp.

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4. Capturing User Details for Orders

Once the user selects their dish, the next step is to capture their name and contact number using Pabbly Chatflow. The bot should prompt the user to share their full name and contact number to proceed with the order.

For this, use the ‘Ask Question’ feature to create text fields for the user’s name and phone number. After receiving this information, the bot should summarize the order details and ask if they would like to confirm the order.

Create a summary message that includes the user’s selected dish, name, and contact number. Provide options to confirm the order or change the dish. Connect the confirmation option to a final confirmation message.

This process ensures that all necessary information is collected efficiently, enabling smooth order management.

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5. Finalizing the Order Confirmation

In the final step, you will finalize the order confirmation using Pabbly Chatflow. When a user confirms their order, the bot should send a message confirming the order and informing them about the payment process.

If the user opts to change their dish, the bot should redirect them back to the menu selection options. This flexibility ensures a user-friendly experience while automating the catering order process through WhatsApp.

Send a confirmation message including order details and next steps. Ensure all connections between steps are properly linked in the flow.

By completing these steps, your WhatsApp chatbot will be fully functional, automating catering orders efficiently without manual intervention.

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Conclusion

Automating catering orders for events via WhatsApp using Pabbly Chatflow simplifies the ordering process for both businesses and customers. By following the detailed steps outlined in this tutorial, you can create an effective WhatsApp chatbot that responds to customer inquiries and manages orders seamlessly.

Learn how to send bulk SMS from Google Sheets using Pabbly Connect. This step-by-step tutorial covers the integration process in detail. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Setting Up Pabbly Connect for SMS Integration

To send bulk SMS from Google Sheets, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard at www.Pabbly.com/connect. Log in to your existing account or sign up for a free account to access 100 free tasks each month.

Once you are in the dashboard, click on the ‘Create Workflow’ button. You can choose the new beta method for a modern workflow or the classic method for a familiar interface. For this tutorial, we will use the new beta method. Name your workflow ‘Send Bulk SMS from Google Sheets’ and select a folder for organization.

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2. Connecting Google Sheets to Pabbly Connect

Next, you need to connect Google Sheets with Pabbly Connect. Set the trigger application as Google Sheets and choose the event as ‘New or Updated Spreadsheet Row’. Click the connect button to generate a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your Google Sheets. Go to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the webhook URL in the designated field and set the trigger column to the last column where data is entered (e.g., Column F). Click submit to save the settings.

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3. Testing the Integration with a New Entry

Now that you have set up the connection, it’s time to test it. Enter a new customer’s details in your Google Sheets. For instance, input the name as ‘Test User’, email as ‘[email protected]’, and a dummy phone number. Also, include the product purchased, date, and amount. using Pabbly Connect

After entering the details, check back in your Pabbly Connect workflow. You should see that the trigger has captured the response, confirming that the integration is working correctly. This means that as soon as you add data in Google Sheets, it will automatically send an SMS to the customer.

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4. Sending SMS Using Twilio through Pabbly Connect

To send SMS, add an action step in your workflow and select Twilio as the action application. Choose the event as ‘Send SMS Message’ and click connect. Here, you will need to enter your Twilio Account SID and Auth Token, which you can find on your Twilio dashboard. using Pabbly Connect

• Enter the body of the SMS you wish to send, such as ‘Hello {Name}, Welcome to Natural Glow Skincare!’.
• Map the customer’s name from the previous step to personalize the message.
• Specify the sender’s number from your Twilio account and map the recipient’s number from the Google Sheets data.

Once you have filled in all the required fields, click on ‘Save and Send Test Request’ to send a test SMS. If everything is set up correctly, you will receive the SMS on the specified phone number.

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5. Sending Bulk SMS to All Contacts in Google Sheets

To send bulk SMS to all customers listed in your Google Sheets, use the ‘Send All Data’ feature in Pabbly Connect. Go back to Extensions > Pabbly Connect Webhooks and select ‘Send All Data’. This will trigger SMS to all customers whose data exists in the spreadsheet.

After clicking on ‘Send All Data’, all customers will receive the SMS based on the details stored in the Google Sheets. This feature allows you to efficiently communicate with multiple customers without manually entering their details each time.

With this setup, the process will run automatically every time new data is added to Google Sheets, ensuring that your communication remains seamless and efficient.

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Conclusion

Using Pabbly Connect, you can easily send bulk SMS from Google Sheets without any coding skills. This tutorial provides a seamless integration method, allowing you to automate customer communication effectively.

Learn how to integrate WhatsApp and Microsoft Teams using Pabbly Connect to automatically notify your team when media is submitted on WhatsApp. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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1. Accessing Pabbly Connect for Integration

To initiate the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. This platform allows you to automate tasks between different applications seamlessly.

Once on the Pabbly Connect homepage, you have options to either sign in if you are an existing user or sign up for a free account if you are new. New users receive 100 free tasks each month, making it easy to experiment with integrations.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the Create Workflow button. This will direct you to a new screen where you can create your automated workflow. Name your workflow something meaningful, like ‘Notify MS Teams When Media is Submitted’.

• Click on the Create button to proceed.
• Select the new version of the workflow builder for a modern experience.
• You will be directed to the trigger setup window.

In this section, you will set up the trigger, which is the event that starts your automation. This involves selecting the WhatsApp Cloud API as your trigger application.

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3. Setting Up the Trigger with WhatsApp Cloud API

In the trigger setup, select WhatsApp Cloud API as your application and choose Message Notification as the trigger event. This will allow your workflow to activate whenever a new message is received on WhatsApp.

Click on the Connect button to establish a connection between WhatsApp and Pabbly Connect. You will be provided with a webhook URL, which you need to copy and paste into your WhatsApp Cloud API settings to complete the connection.

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4. Configuring Action Step to Notify MS Teams

Once your trigger is set up, you need to configure the action step. For this, select Microsoft Teams as your action application and choose the Send Message in a Channel event. This action will send a message to your specified channel in Teams whenever a new image is submitted via WhatsApp.

• Connect to your Microsoft Teams account by clicking on Add New Connection.
• Select the correct team and channel where you want to send the notifications.
• Map the message field to include the media URL and any accompanying text.

This setup ensures that each time a media file is submitted on WhatsApp, a notification will be sent to the specified Microsoft Teams channel, streamlining communication within your team.

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5. Finalizing the Integration and Testing

After configuring the action step, it’s crucial to test your integration. Send a media message through your WhatsApp account to see if it triggers the action in Microsoft Teams. Make sure to include a caption with the image to verify that both the media and the text appear correctly in Teams.

Once you confirm that the integration works as intended, you can finalize the workflow by saving all settings in Pabbly Connect. This automation will now run seamlessly in the background, notifying your team each time a media file is received.

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Conclusion

Using Pabbly Connect, you can effortlessly automate notifications from WhatsApp to Microsoft Teams. This integration not only saves time but also enhances team collaboration by ensuring that all relevant media is shared promptly. Start creating your workflows today to optimize your business processes.

Learn how to automatically add leads from LinkedIn Lead Ads to Pipedrive CRM 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 Integration

To start integrating LinkedIn Lead Ads with Pipedrive CRM, first, you need to access Pabbly Connect. Open a new tab in your browser and type Pabbly.com/connect to reach the landing page of Pabbly Connect.

Once on the landing page, you’ll see options to either sign in or sign up for free. If you are a new user, click on sign up for free to create an account. Existing users should click on sign in to access their dashboard. After signing in, navigate to the Pabbly Connect application to begin creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the create a workflow button. You will be prompted to select a workflow builder; choose the new workflow builder for a modern interface.

• Name your workflow as Add leads from LinkedIn Lead Ads to Pipedrive CRM automatically.
• Select the folder as automations, or create a new folder if needed.
• Click on the create button to finalize the setup.

Once created, you will enter the workflow window where you can set triggers and actions. This is crucial for the automation process, as triggers initiate actions when a new lead is received from LinkedIn.

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3. Setting Up the Trigger for LinkedIn Lead Ads

The next step in using Pabbly Connect is to set up the trigger. Click on the add trigger button and search for LinkedIn. Select it and choose the event as lead notifications.

After connecting, if you have existing connections, select select existing connection. If not, click on add a new connection and authenticate your LinkedIn account by entering your credentials. Once connected, refresh the fields to select your sponsored account.

• Click on save and send test request.
• Perform a test submission through your LinkedIn lead ad.
• Wait for Pabbly Connect to capture the response.

Once the test submission is completed, Pabbly Connect captures the lead details which will be used in the next steps for integration with Pipedrive.

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4. Adding Action Step to Create a Person in Pipedrive

After successfully capturing the lead details, the next step is to add an action step using Pabbly Connect. Click on add new action step and select Pipedrive as your action application. Choose the event as create a person.

If you have an existing connection to Pipedrive, select select existing connection. Otherwise, click on add a new connection and input your Pipedrive API key. You can find this key by going to your Pipedrive account, clicking on the profile icon, and navigating to personal preferences and then API.

Copy your API token from Pipedrive. Paste it into the Pabbly Connect action step. Click save to establish the connection.

Now you will see fields to map the lead details captured from LinkedIn to the corresponding fields in Pipedrive. This mapping ensures that every new lead is dynamically added to your Pipedrive CRM.

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5. Testing the Integration and Finalizing Setup

After setting up the action step, it’s time to test the integration. Using Pabbly Connect, click on save and send test request to confirm that the lead details are correctly sent to Pipedrive.

Once the test request is successful, check your Pipedrive account to ensure that the new contact has been created with the details you mapped earlier. You should see the name, email, and phone number corresponding to the lead submitted from LinkedIn.

Navigate to the contacts section in Pipedrive. Verify that the new lead appears with the correct information. If everything is accurate, your setup is complete!

With this successful integration, every time a new lead is generated from LinkedIn Lead Ads, it will automatically be added to your Pipedrive CRM, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to seamlessly integrate LinkedIn Lead Ads with Pipedrive CRM. By following the step-by-step process outlined above, you can automate lead management and enhance your business efficiency.

With Pabbly Connect, you can ensure that every lead from LinkedIn is captured and added to your CRM without manual intervention, saving you time and effort. Try this integration today to streamline your lead generation process!

Learn how to automate property inquiries for real estate on WhatsApp using Pabbly Chatflow. Follow our step-by-step tutorial for seamless integration. Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To automate property inquiries for real estate on WhatsApp, the first step is to access Pabbly Chatflow. Open your browser and navigate to Pabbly.com/chatflow. This platform provides a comprehensive automation solution for WhatsApp messaging.

Once on the Pabbly Chatflow homepage, you can either sign in if you are an existing user or click on the ‘Sign Up Free’ option to create a new account. New users receive 100 free credits to explore the software’s features, including creating WhatsApp chatbots.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After logging into Pabbly Chatflow, you will be directed to the dashboard where you can manage your WhatsApp numbers. Click on ‘Access Now’ under the Pabbly Chatflow box to start building your chatbot.

• Select the ‘Flows’ option from the left-hand menu.
• Click on the ‘+ Add Flow’ button to start a new flow.
• Name your flow, for example, ‘Automate Property Inquiries for Real Estate on WhatsApp’.

Now, you can choose your trigger event. For this integration, select the ‘Keyword’ option, which allows the bot to respond based on specific keywords sent by users, such as ‘property inquiry’ or ‘available properties’.

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3. Designing the Chatflow for Property Inquiries

With Pabbly Chatflow, designing your chatbot involves creating a flow that guides users through their inquiries. Start by adding a text message that welcomes users and asks how they would like to proceed with their property inquiries.

• Add buttons for options like ‘Browse Properties’ and ‘Schedule Viewing’.
• Connect the welcome message to the options using the flow builder.
• For ‘Browse Properties’, create a list message that allows users to select property types.

Each selection should trigger further questions, capturing user details such as their full name, contact number, and preferred viewing date and time. This structured approach ensures a seamless interaction for users seeking property information.

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4. Finalizing Your WhatsApp Chatbot Setup

Once the flow is designed, it’s crucial to save your progress in Pabbly Chatflow. Click the ‘Save’ button to ensure all your changes are recorded. Additionally, make sure to enable the toggle to activate your chatbot.

To enhance user experience, customize the final message that summarizes the user’s booking details, including property type, name, contact number, viewing date, and time. This message should also include options for confirming or changing the booking, guiding users through the next steps.

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5. Testing and Utilizing Your Automated Chatbot

After successfully setting up your WhatsApp chatbot using Pabbly Chatflow, it’s time to test the functionality. Send a message to your WhatsApp number to see how the bot responds to inquiries.

Monitor the interactions to ensure that users receive accurate and timely responses. If adjustments are needed, return to Pabbly Chatflow to modify the flow accordingly. This automation will help you manage property inquiries effectively, ensuring no potential buyers are missed.

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Conclusion

In conclusion, automating property inquiries for real estate on WhatsApp using Pabbly Chatflow streamlines communication and enhances user experience. By following the steps outlined in this tutorial, you can create a responsive chatbot that operates 24/7, ensuring that all inquiries are handled efficiently.

Learn how to automate lead capture, notifications, and follow-ups using Pabbly Connect with Google, Salesforce, Slack, and more. Scale your business effortlessly! 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 scale your business fast, you first need to access Pabbly Connect by visiting Pabbly.com in your browser. This platform is essential for automating lead capture, notifications, and follow-ups.

Once on the Pabbly website, sign in to your account. If you are a new user, you can sign up for free and get started with 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard to create your first automation workflow.

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2. Creating Your First Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow as ‘Automate Lead Capture, Notification, and Follow-Ups with Pabbly’. Choose a folder to save your workflow, and then click ‘Create’. This sets up the foundation for your automation. using Pabbly Connect

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder
• Click ‘Create’

After creating the workflow, you will need to set a trigger application. For this automation, select Facebook Lead Ads as the trigger application. This will initiate the workflow whenever a new lead is captured.

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3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger, select Facebook Lead Ads and choose the trigger event as ‘New Lead Instant’. Click on ‘Connect’ to link your Facebook account with Pabbly Connect. Make sure your Facebook account is logged in for easy authorization.

Next, you will need to select your Facebook page and the lead form. Use the Meta for Developers tool to find your lead form. Once selected, click ‘Save and Send Test Request’ to confirm the connection between Facebook Lead Ads and Pabbly Connect.

• Select Facebook Lead Ads as the trigger
• Choose ‘New Lead Instant’ as the trigger event
• Connect your Facebook account
• Select page and lead form

After the test request, you will see a confirmation that the connection is successful, indicating that Pabbly Connect is ready to capture leads from your Facebook ads.

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4. Adding Action Steps to Google Sheets, Slack, and Salesforce

After setting up the trigger, the next step is to add the lead details to Google Sheets. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. Connect your Google account and grant permissions. using Pabbly Connect

Next, select the spreadsheet where you want to store the lead details. Use the mapping feature to ensure the lead’s first name, last name, email, and phone number are dynamically added to the spreadsheet. After mapping the fields, click ‘Save and Send Test Request’ to confirm that the lead details are added successfully.

Select Google Sheets as the action application Choose ‘Add New Row’ as the action event Connect your Google account Map the lead details to the spreadsheet

Once confirmed, you can proceed to notify your team on Slack by selecting Slack as the next action application. Choose ‘Send Channel Message’ and connect your Slack account to send a message with the lead details.

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5. Sending Confirmation and Follow-Up Emails Using Gmail

After notifying your team, you can set up email notifications using Gmail. First, select Gmail as the action application and choose ‘Send Email’ as the action event. Connect your Gmail account and fill in the details for the confirmation email, including the recipient’s email address and content.

For personalization, map the recipient’s name in the email content. After setting this up, click ‘Save and Send Test Request’ to ensure the email is sent successfully. To automate follow-ups, add a delay step, and then repeat the process to send a follow-up email after a specified period.

Select Gmail as the action application Choose ‘Send Email’ as the action event Map the recipient’s email and name Add a delay step for follow-up emails

Once all steps are completed, your workflow will automatically handle lead capture, notifications, and follow-ups, allowing you to scale your business efficiently with Pabbly Connect.

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Conclusion

With Pabbly Connect, you can effortlessly automate lead capture, notifications, and follow-ups using applications like Google Sheets, Salesforce, Slack, and Gmail. This seamless integration enhances your business efficiency and allows for rapid scaling.