Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Razorpay, you need to access Pabbly Connect. Simply visit the Pabbly website by typing pabbly.com in your browser.

Once on the site, sign in to your Pabbly account. You can either log in if you are an existing user or sign up for a free account to access 100 tasks monthly. Click on the Pabbly Connect option to access the dashboard where you can manage your workflows.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to automate WhatsApp messages for failed payments. Click on the Pabbly Connect dashboard and select the option to create a new workflow.

• Name your workflow, e.g., “Recover Failed Payments with WhatsApp Automation”.
• Select the appropriate folder for organization, such as “Razorpay Automations”.
• Click on the create button to finalize your workflow setup.

Once created, you will be prompted to set up a trigger application. In this case, select Razorpay as the trigger application to initiate the workflow on failed payments.

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3. Setting Up the Trigger for Failed Payments

To configure the trigger, you need to select Razorpay as the trigger application and set the trigger event to “Payment Failed”. This means that whenever a payment fails, the workflow will be activated.

Next, you will receive a webhook URL from Pabbly Connect. This URL will serve as a connection point between Razorpay and Pabbly Connect. Log into your Razorpay account and navigate to the settings section to add this webhook URL.

• Go to the Webhooks section and click on “Add New Webhook”.
• Paste the webhook URL you copied from Pabbly Connect.
• Select the event “Payment Failed” and save the webhook.

After saving, return to Pabbly Connect to test the webhook response by simulating a failed payment.

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4. Sending WhatsApp Messages on Payment Failure

With the trigger set, you can now configure the action to send WhatsApp messages. Add a new action step and select the WhatsApp Cloud API as your action application.

Choose the action event as “Send Text Message” and connect it using the details from your WhatsApp Business account. You will need to provide the token, phone number ID, and WhatsApp Business Account ID from the Meta for Developers platform.

• Map the recipient’s phone number dynamically from the Razorpay response.
• Craft a personalized message to inform the user about the failed payment.
• Save and test the action step to ensure the message is sent correctly.

After configuring these details, execute the workflow to see if the WhatsApp message is sent successfully when a payment fails.

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5. Testing and Finalizing the Integration

To finalize your integration, perform a test by simulating a failed payment in Razorpay. Monitor the workflow in Pabbly Connect to see if it captures the failed payment response.

If successful, you should receive the WhatsApp message as configured. Ensure that all details are correct, including the recipient’s phone number and the message content.

• Verify that the WhatsApp message reflects the payment failure details accurately.
• Make any necessary adjustments to the message format or content.
• Once satisfied, your automation is ready for live use.

This workflow will now automatically send WhatsApp messages for any failed payments processed through Razorpay, enhancing customer communication.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for failed payments from Razorpay. This integration streamlines communication and enhances customer experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Send WhatsApp Messages

To start sending bulk WhatsApp messages, access Pabbly Connect by visiting pabbly.com/chartflow in your browser. This platform allows you to automate WhatsApp communications efficiently.

Once on the Pabbly Chartflow homepage, you will see options to either sign in or sign up. If you’re new, click on the “Sign Up Free” button to create your account. Existing users should simply sign in to get started.

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2. Creating a WhatsApp Message Template in Pabbly Connect

Before sending messages, you need to create a WhatsApp template. Within Pabbly Connect, navigate to the template section. Here, you can view approved templates, pending ones, and drafts.

• Click on “Add Template” to create a new one.
• Choose between “Add Template” or “Generate with AI”.
• Fill in the template details and submit for approval.

Once your template is approved by Meta, you can use it to send personalized messages. Remember to include variables for personalization, like the customer’s name.

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3. Setting Up a WhatsApp Broadcast in Pabbly Connect

Next, to send your messages, navigate to the broadcast section within Pabbly Connect. Here, you can create a new broadcast campaign by clicking on the “Add Broadcast” button.

Fill in the broadcast details, including selecting the broadcast type and naming it. For example, you might name it “New Promo Code”. You will also need to select the contact list to which you want to send messages.

• Upload your contacts from a CSV file if they are stored in Google Sheets.
• Choose between a pre-approved template message or a regular message.
• Add dynamic variables for personalization in your message.

Once you’ve set everything up, you can test your broadcast by sending a message to your own number to ensure everything works as expected.

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4. Scheduling Your WhatsApp Broadcast Using Pabbly Connect

After testing your broadcast, you can schedule it using Pabbly Connect. Decide whether you want to send the messages immediately or at a later time.

If you choose to schedule, select the future date and time for your broadcast. Make sure not to select a past date, as this will send messages instantly.

Click on the “Add Broadcast” button to finalize your scheduling. Once sent, you can view stats such as sent, delivered, and read statuses for your messages.

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5. Conclusion: Efficiently Sending Bulk WhatsApp Messages with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to send bulk WhatsApp messages efficiently. By accessing Pabbly Connect, creating templates, setting up broadcasts, and scheduling messages, you can automate your communication with customers seamlessly.

Utilizing Pabbly Connect not only saves time but also ensures that your messages are personalized and sent without the risk of being flagged as spam. Start using Pabbly Connect today to enhance your customer engagement!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Integration

To start automating your WhatsApp conversations, first access Pabbly Chatflow. Open your browser and navigate to the Pabbly Chatflow website.

Here’s how to sign in or sign up:

• Existing users should click on “Sign In”.
• New users can select “Sign Up for Free” to get 100 credits monthly.

Once logged in, you will be directed to the Pabbly Chatflow dashboard, where you can manage your WhatsApp number and explore features.

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2. Creating an AI Agent in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI agent. Click on the “AI Assistant” option from the left sidebar.

Follow these steps to create your agent:

• Click on “Create New AI Assistant”.
• Name your assistant, for example, “Real Estate Bot”.
• Select the instruction type as “AI Agent”.

This setup allows your AI agent to respond accurately to real estate inquiries, enhancing customer interactions through WhatsApp.

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3. Configuring Your AI Agent in Pabbly Chatflow

Once your AI agent is created, it’s time to configure it. In Pabbly Chatflow, navigate to the settings for your AI assistant.

Configure the following settings:

• Set the AI temperature for response creativity (0 for focused, 1 for creative).
• Input your OpenAI API key for enhanced AI capabilities.
• Define your fallback message for when the AI cannot respond.

These configurations are crucial for ensuring that your AI agent provides relevant and accurate responses to user queries.

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4. Connecting WhatsApp to Pabbly Chatflow

To use your AI agent effectively, connect your WhatsApp account to Pabbly Chatflow. This allows the AI to interact with users seamlessly.

Here’s how to connect WhatsApp:

• Click on “Add WhatsApp Number” in the dashboard.
• Choose to connect via the preferred method or use a manual token.

After successfully connecting your WhatsApp, you can enable the AI assistant for specific chats or groups, enhancing your customer service capabilities.

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5. Assigning Your AI Assistant to Contacts

Finally, assign your AI assistant to specific contacts or groups within Pabbly Chatflow. This ensures that your AI agent is activated for the right audience.

To assign your AI assistant:

• Go to the “Inbox Settings” in the left sidebar.
• Enable AI auto-replies and select the contacts or groups.

This step allows your AI assistant to handle inquiries effectively, providing timely responses to users while you focus on other tasks.

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Conclusion

In this tutorial, we explored how to use Pabbly Chatflow to automate your WhatsApp conversations effectively. By creating an AI agent and integrating it with your WhatsApp, you can enhance customer interactions and streamline your real estate business operations.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate WhatsApp payment reminders, start by accessing Pabbly Connect. Go to the Pabbly website and click on the “Sign Up Free” button to create your account. Once registered, navigate to the Pabbly Connect dashboard to begin creating your workflow.

In the dashboard, click on the “Create Workflow” button. This is where you will set up the automation process. Select the trigger application for your workflow, which will be “Schedule by Pabbly” to schedule reminders effectively.

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2. Setting Up the Trigger in Pabbly Connect

Once you’ve accessed Pabbly Connect, you will need to set up the trigger. Click on the “Add Trigger” button and select “Schedule by Pabbly”. This will allow your workflow to be triggered at specific intervals.

• Select “Every Day” to set the frequency.
• Choose the time for the trigger, for instance, 10:00 AM.
• Click on the “Save” button to confirm your settings.

After saving, the trigger will be successfully set to run at the specified time every day. This ensures that your workflow begins automatically without manual intervention.

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3. Fetching Data from Google Sheets Using Pabbly Connect

Next, you will integrate Google Sheets with Pabbly Connect to fetch customer payment details. Add an action application by clicking the “Plus” button, then select Google Sheets and choose the “Get Rows” event.

To establish a connection, press the “Connect” button and select your Google account. After connecting, specify the spreadsheet and sheet where your customer data is stored. For example, name your spreadsheet “Worksheet” and the sheet “Website Leads”.

• Set the range for the data you want to fetch (e.g., A2:I).
• Select the response format as “Advanced” to receive all details in one response.

Once you click on “Save and Send Test Request”, you will receive a response containing all the details from your Google Sheet, confirming that the integration is successful.

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4. Sending WhatsApp Messages with Pabbly Connect

After fetching the data, it’s time to send WhatsApp reminders. Add another action step by clicking the “Plus” button and selecting WhatsApp Cloud API. Choose the “Send Text Message” event for this action.

To connect, press the “Connect” button and enter your WhatsApp Business Account ID and Token. This information can be retrieved from the Meta for Developers page. Once connected, you can map the customer’s phone number and the message content.

• Map the recipient’s WhatsApp number from the iterator step.
• Personalize your message by including customer details using mapping.

After setting up the message, click on “Save and Send Request” to send the reminder. You will see the confirmation in your WhatsApp account, indicating that the message was sent successfully.

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5. Filtering and Updating Records in Pabbly Connect

To ensure that reminders are only sent to customers with pending payments, use the filtering feature in Pabbly Connect. Add a filter step after sending the WhatsApp message. Click the “Plus” button, select “Filter by Pabbly”, and set it to filter customers based on their payment status.

For the filter condition, select the status as “Pending” and ensure that the reminder count is less than three. This prevents spam and ensures compliance with WhatsApp policies. After configuring the filter, click “Save and Send Test Request” to verify it works correctly.

• Update the Google Sheet to reflect the last reminder sent date and increment the reminder count.
• Use the “Update Row” action in Google Sheets to record these details.

Finalizing this step ensures that your records are up-to-date and that you maintain a consistent follow-up process with your customers.

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Conclusion

By using Pabbly Connect, you can automate WhatsApp payment reminders effectively, ensuring timely follow-ups and improved cash flow. This step-by-step guide helps streamline your payment collection process efficiently.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for WhatsApp Chatbot Integration

In this section, we will discuss how to set up Pabbly Connect to integrate a WhatsApp chatbot with Google Sheets. Pabbly Connect serves as the central platform for automating this process, allowing businesses to streamline their lead management.

By using Pabbly Connect, you can capture leads directly from WhatsApp and save them into Google Sheets. This integration facilitates real-time responses and data management, making it essential for any business looking to enhance customer interaction.

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2. Setting Up Pabbly Connect for WhatsApp Chatbot

To begin using Pabbly Connect, first, access the Pabbly website. Create an account or log in to your existing account. This is where you will manage your integrations.

Once logged in, navigate to the dashboard and select the option to create a new workflow. Here are the steps to follow:

• Click on “Create Workflow”.
• Name your workflow appropriately.
• Select “Webhook” as your trigger application.

After setting this up, you will receive a webhook URL which will be crucial for connecting your WhatsApp chatbot with Pabbly Connect.

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3. Integrating WhatsApp Chatbot with Pabbly Connect

Next, you will set up the WhatsApp chatbot using Pabbly Chatflow. This integration allows your chatbot to send data to Pabbly Connect whenever a user interacts with it.

Here’s how to integrate your WhatsApp chatbot:

• Create a new flow in Pabbly Chatflow.
• Add a trigger node that activates when a user sends a message.
• Use the webhook URL from Pabbly Connect in the API request node.

By completing these steps, your WhatsApp chatbot will be able to communicate with Pabbly Connect, sending user inputs directly to your integrated applications.

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4. Saving Data to Google Sheets via Pabbly Connect

Now that your WhatsApp chatbot is integrated with Pabbly Connect, you can save user responses directly to Google Sheets. This is done through the action steps in your workflow.

To set up the Google Sheets integration, follow these steps:

• Select Google Sheets as your action application in Pabbly Connect.
• Choose the action event as “Add Row”.
• Map the fields from your WhatsApp chatbot to the corresponding columns in Google Sheets.

This process ensures that every lead captured through your WhatsApp chatbot is automatically logged into your Google Sheets, providing you with organized data for further analysis.

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5. Conclusion: Automate Your Business with Pabbly Connect

In conclusion, integrating a WhatsApp chatbot with Google Sheets using Pabbly Connect significantly streamlines your business operations. By automating lead capture and data management, you can focus on growing your business.

With the steps outlined above, you can easily set up this integration and start enjoying the benefits of automation. Don’t hesitate to leverage Pabbly Connect to enhance your customer interactions and operational efficiency.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for WhatsApp Automation

Pabbly Connect is the central platform that allows you to automate your WhatsApp customer support effortlessly. With Pabbly Connect, you can create a fully automated WhatsApp chatbot that responds to user queries instantly. This integration not only saves time but also enhances customer satisfaction by providing quick responses.

To get started, visit the Pabbly Connect website and sign up for a free account. Once logged in, you can access various features that enable seamless integration with WhatsApp. Pabbly Connect makes it easy to set up automated workflows tailored to your business needs.

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2. Creating Your WhatsApp Chatbot Using Pabbly Connect

To create your WhatsApp chatbot, navigate to the Pabbly Chartflow dashboard within Pabbly Connect. This user-friendly interface will allow you to design a chatbot using a simple drag-and-drop builder. Start by clicking on the “Add Flow” button to create a new flow for your WhatsApp chatbot.

• Click on the “Add Flow” button.
• Name your flow, e.g., “Automated WhatsApp Support”.
• Select a trigger event, such as “Template Selected”.

Next, choose a pre-designed template for your chatbot. Pabbly Connect allows you to create templates that facilitate automated responses based on user interactions. This is crucial for handling various customer inquiries efficiently.

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3. Setting Up Questions for Your WhatsApp Chatbot

After selecting your template, it’s time to set up the interaction flow with users. Use Pabbly Connect to add questions that guide users through the support process. For example, when a user clicks the “Get Support” button, the bot can ask them to describe their issue.

To set up this interaction, follow these steps:

• Add a question asking users to describe their issue.
• Link user responses to specific contact custom fields for personalized replies.
• Set multiple contact custom fields for different issue types.

This personalized approach ensures that users receive relevant responses based on their specific inquiries, enhancing the overall support experience.

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4. Finalizing Your Chatbot Flow in Pabbly Connect

Once you have set up the questions, it’s time to finalize your chatbot flow. Pabbly Connect allows you to create a confirmation message that dynamically includes user inputs, making the interaction more engaging.

To complete your flow, add a final message that thanks the user and confirms their request. Use the contact custom fields to insert user-specific data into the message, ensuring a personalized touch.

Here’s how to finalize your flow:

• Create a thank-you message that includes user details.
• Link this message to the end of your flow.
• Ensure all parts of the flow are connected properly.

By following these steps, you’ll have a fully functional WhatsApp chatbot that can handle customer inquiries automatically, thanks to Pabbly Connect.

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5. Broadcasting Messages Using Pabbly Connect

To maximize the reach of your WhatsApp chatbot, Pabbly Connect offers a broadcast feature that allows you to send messages to multiple users simultaneously. This is particularly useful for businesses looking to engage with a large audience.

Here’s how to use the broadcast feature:

• Go to the inbox feature in Pabbly Connect.
• Select the contacts you want to send messages to.
• Choose your template and click the send button.

This feature not only saves time but also ensures that your messages reach hundreds or thousands of users efficiently, reinforcing the power of Pabbly Connect in automating your customer communication.

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Conclusion

Using Pabbly Connect, you can create a fully automated WhatsApp chatbot that handles customer inquiries effectively. This integration not only streamlines your support process but also enhances customer satisfaction through quick responses. By leveraging Pabbly Connect’s features, you can automate your customer interactions and improve your business operations significantly.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating your sales tracking, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect website. If you are a new user, click on the “Sign Up Free” button to create your account. This will give you 100 free tasks each month, allowing you to explore the platform.

If you already have an account, click on “Sign In”. Once logged in, navigate to the “All Apps” page and select Pabbly Connect. Here, you will find the “Create Workflow” button on the right side of the dashboard.

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2. Creating Your Workflow in Pabbly Connect

Upon clicking the “Create Workflow” button in Pabbly Connect, you can choose to create a workflow from scratch or use the AI feature. For this tutorial, select the AI option. Enter a title and use case for your workflow, such as “Capture Razer Pay Payments”.

• Describe your workflow to the AI.
• Select Razer Pay as your trigger application.
• Choose “Payment Captured” as the trigger event.

Once the AI generates the structure of your workflow, click on “Open Workflow” to proceed. You will now set up the integration between Razer Pay and Pabbly Connect.

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3. Integrating Razer Pay with Pabbly Connect

In this step, you will integrate Razer Pay as the trigger application in Pabbly Connect. After selecting Razer Pay, click the “Connect” button to receive your webhook URL. This URL will be used to capture payment data.

Next, log into your Razer Pay account. Navigate to “Accounts and Settings” and find the “Webhook” section. Click on the “Add New Webhook” button and paste the webhook URL from Pabbly Connect. Select “Payment Captured” for the active event and click “Create Webhook”.

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4. Testing the Integration with a Sample Payment

To test your integration, make a sample purchase on your Razer Pay store. Fill in your personal details and complete the payment. After the transaction, return to Pabbly Connect to check if the webhook response has been captured successfully.

• Ensure that the payment details are displayed in the response.
• Verify that the transaction data is accurately logged.

If successful, you will see all payment details captured in Pabbly Connect. This confirms that Razer Pay and Pabbly Connect are integrated properly.

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5. Adding Google Sheets to Log Transactions

Now that Razer Pay is integrated, the next step is to add Google Sheets as the action application in Pabbly Connect. Click on the “Add Action” button and select Google Sheets. Choose the option to “Add New Row” to log your payment details.

Connect your Google Sheets account by clicking the “Connect” button. If you have an existing connection, select it; otherwise, create a new one. Choose the spreadsheet where you want to log the payment data. Map the fields from Razer Pay to your Google Sheets columns.

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Conclusion

This tutorial has guided you through integrating Razer Pay with Google Sheets using Pabbly Connect, enabling automated sales tracking. By following these steps, you can ensure accurate and efficient logging of your transactions, saving time and reducing errors.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin automating your Facebook Lead Ads with Slack, you first need to access Pabbly Connect. Open a new tab and type in the URL pabbly.com/connect. This will lead you to the Pabbly Connect homepage.

Upon reaching the homepage, you will see two options: “Sign In” and “Sign Up Free”. If you are a new user, click on “Sign Up Free” to create an account. Existing users can simply click “Sign In” to log into their accounts.

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2. Navigating to the Workflow Page in Pabbly Connect

Once logged in, navigate to the workflow page of Pabbly Connect. This page is essential for creating your automation workflows. Here, you will set up the trigger that initiates your automation.

• Click on “Create New Workflow”.
• Name your workflow, e.g., “Facebook Leads to Slack”.
• Select the trigger application as “Facebook Lead Ads”.

After setting up the trigger, you will be prompted to select the app event. Choose “New Lead Instant” to ensure that your workflow is activated every time a new lead is generated.

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3. Setting Up Facebook Lead Ads in Pabbly Connect

With the trigger set, it’s time to configure the Facebook Lead Ads connection in Pabbly Connect. Click on the “Connect” button to create a new connection.

You will need to log into your Facebook account and allow Pabbly Connect to access your Facebook Lead Ads data. Once connected, select the specific Facebook page and form from which you want to capture leads.

• Choose the page, e.g., “Magic Makers”.
• Select the form, e.g., “New Leads”.
• Set the response format to “Simple”.

After setting these options, click on “Save and Send Test Request” to ensure that Pabbly Connect is receiving data correctly from Facebook Lead Ads.

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4. Setting Up Slack Notifications with Pabbly Connect

Next, you will configure Slack as the action app in Pabbly Connect. Select Slack and then choose the action event as “Send Channel Message”. Click on the “Connect” button to establish a connection with Slack.

You will need to enter your Slack token type. After entering the token, select the channel where you want to send notifications about new leads. This could be a dedicated channel for leads, such as “New Facebook Leads”.

• Map the fields from the Facebook lead response.
• Enter a dynamic message format, including lead details.
• Test the connection by sending a test message to Slack.

After confirming that the message is sent successfully, your integration is complete. Now, every time a lead is captured via Facebook, a notification will be sent to your Slack channel automatically.

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5. Finalizing Your Pabbly Connect Workflow

After completing the setup, it’s time to finalize your workflow in Pabbly Connect. Review all the settings to ensure everything is configured correctly. Make sure that both the trigger and action apps are functioning as expected.

Once satisfied, click on “Save” to activate your workflow. You can now sit back and let Pabbly Connect handle the notifications for you. No more manual checking for leads!

To test the entire workflow, fill out the Facebook lead form again. Check your Slack channel to confirm that the notification is received instantly. This automation will save you time and ensure that your team is always updated with new leads.

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Conclusion

In this tutorial, you learned how to automate Facebook Lead Ads notifications to Slack using Pabbly Connect. This integration not only saves time but also ensures your team promptly receives lead notifications.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect, open your web browser and navigate to pabbly.com/connect. If you are a new user, click on the “Sign Up for Free” button located in the top right corner. This allows you to create automations with up to 100 free tasks monthly, giving you a chance to explore the capabilities of Pabbly Connect.

For existing users, simply log into your account to access the workflow builder. This is where you will create your automation. If you decide to continue using Pabbly Connect after the trial, you can apply the discount coupon code RIT TYT for a subscription plan.

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2. Setting Up the Trigger with Google Ads

In the workflow builder of Pabbly Connect, the first step is to add a trigger. Click on the “Add Trigger” button and search for Google Ads. The objective is to collect lead details, so select the event as “New Lead” from the Google Ads application.

• Select Google Ads as the trigger application.
• Copy the Webhook URL provided by Pabbly Connect.
• Navigate to your Google Ads campaign and paste the Webhook URL into the lead form delivery options.

After adding the Webhook URL, click on “Send Test Data” to ensure the connection is successful. This will allow Pabbly Connect to capture the response, including details like company name, phone number, and email.

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3. Capturing Lead Details in Pabbly Connect

Once the test data is sent, Pabbly Connect will display the captured lead details in the workflow. You can choose to wait for a real lead to come through or proceed using the test lead data.

To finalize your automation, click on the “Add New Action Step” button. Here, you will set up the action to send SMS messages using Twilio. Select Twilio as the action application and choose the event “Send SMS Message”.

• Select Twilio from the action applications.
• Choose “Send SMS Message” as the event.
• Connect your Twilio account with the necessary credentials.

By connecting Twilio through Pabbly Connect, you can automate SMS sending based on the leads captured from Google Ads.

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4. Configuring Twilio SMS Settings

After selecting Twilio, you will need to provide your Account SID and Authorization Token. These can be found in your Twilio account dashboard. Copy and paste these credentials into the respective fields in Pabbly Connect.

Next, set up the SMS body. You can personalize the message by mapping the lead’s name from the captured details. For instance, the message could read: “Hi [Lead’s Name], your inquiry is active. We are offering a limited free consultation for Google Ads leads today.” This personalization enhances the communication and improves engagement.

To finalize the SMS setup, input the sender number from your Twilio account and map the recipient number from the lead details captured earlier. Click on “Save and Send Test Request” to verify that the SMS is sent successfully. This step confirms that Pabbly Connect has successfully automated the SMS sending process.

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5. Testing and Verifying the Automation

After completing the setup, it’s essential to test the automation to ensure everything works as intended. Check your SMS for the message sent from Twilio. If you are using a Twilio trial account, the message will indicate that it was sent from a trial account, but the content will remain the same.

With the test successfully completed, you have effectively learned how to automate SMS sending using Pabbly Connect. This integration allows you to respond promptly to leads generated from your Google Ads campaigns.

Feel free to explore more integrations using Pabbly Connect, as it supports various applications and automations. If you face any issues or have questions, consider reaching out through the comments section for assistance.

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Conclusion

This tutorial has guided you through the process of automating SMS sending with Pabbly Connect, Google Ads, and Twilio. By following these steps, you can ensure timely communication with your leads, enhancing your marketing efforts.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for WhatsApp Integration

To begin using Pabbly Connect, open your browser and navigate to pabby.com/chartflow. This platform allows you to set up an AI chatbot for WhatsApp, enabling instant responses to customer inquiries.

Once on the Pabbly Chartflow homepage, you’ll see options to either sign in or sign up for a free account. If you’re new, click on “Sign Up Free”. Existing users can simply sign in. After signing in, you’ll access the Pabbly apps window where you can select Pabbly Chartflow to start.

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2. Create Your WhatsApp AI Chatbot with Pabbly Connect

In the Pabbly Chartflow dashboard, locate the option to add a new WhatsApp number. Click on the add button to connect your WhatsApp number. You will see two methods for connecting your WhatsApp account.

• Choose your preferred connection method.
• Follow the on-screen instructions to complete the setup.

After connecting your WhatsApp number, you can create an AI Assistant by clicking the add button under the AI Assistant section. Name your assistant and proceed to the flow window to configure its settings.

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3. Configure Your AI Assistant in Pabbly Connect

To set up your AI Assistant, select the instruction type from the drop-down menu. You can choose a custom prompt or predefined examples such as AI agent or customer support agent. For this tutorial, select the AI agent option.

Next, configure the AI settings by adjusting the temperature for responses. A lower temperature yields more focused answers. Set it to 0.4 for a balanced response. Choose OpenAI as the AI provider and select the GPT 5.2 model from the drop-down menu.

• Add your OpenAI API key to connect your assistant.
• Create a new secret key in your OpenAI account to retrieve the API key.

After entering your API key, click the connect button to save the configuration. This process will ensure your AI Assistant is ready to respond to WhatsApp inquiries.

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4. Activate Your WhatsApp AI Assistant with Pabbly Connect

Once your assistant is configured, you need to activate it. Enable the assistant by toggling the activation button and click the save button to preserve your settings. This step is crucial for your assistant to start responding to customer inquiries via WhatsApp.

Additionally, you can assign your assistant to WhatsApp chats. Access the inbox settings and scroll to the AI auto-reply section. Enable auto-reply, select the contact list, and assign the assistant you just created. This will ensure your assistant responds to all contacts in the selected list.

• Choose to assign the assistant to bulk contacts or individual chats.
• Click save to finalize the assignment.

With these steps, your WhatsApp AI Assistant is now fully operational and ready to engage with customers instantly.

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5. Conclusion: Enhance Customer Interaction with Pabbly Connect

In this tutorial, we learned how to create and activate a WhatsApp AI chatbot using Pabbly Connect. By following these detailed steps, you can ensure your business provides instant responses to customer inquiries, enhancing overall interaction.

Utilizing Pabbly Connect effectively streamlines communication and automates responses, making it a valuable tool for any business looking to improve customer service.