Author: Rudra Sisodiya

Learn how to automate Instagram captions with Pabbly Connect, integrating Google Sheets and OpenAI for seamless content generation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Instagram Caption Automation

To create Instagram captions automatically, start by accessing Pabbly Connect. This platform enables seamless integration between Google Sheets and OpenAI, allowing for efficient caption generation.

Visit Pabbly Connect by searching for Pabbly.com in your browser. Once there, you can either sign in or sign up for a free account to start using the automation features.

---

2. Creating Your Workflow in Pabbly Connect

After logging into Pabbly Connect, you need to create a new workflow for generating Instagram captions. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

In the workflow creation window, give your workflow a name, such as ‘Create Instagram Captions Automatically with AI’. Select a folder to save your workflow, ensuring it is organized within your Pabbly Connect dashboard.

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

Now that your workflow is set up, you can move on to configuring the trigger that will start the automation process.

---

3. Setting Up the Trigger with Google Sheets

The next step involves setting up the trigger for your workflow in Pabbly Connect. Click on ‘Add Trigger’, and select Google Sheets as your trigger application.

Choose the event as ‘New or Updated Spreadsheet Row’. This means every time a new row is added to your Google Sheet, it will trigger the automation to generate a caption. After selecting the event, connect your Google Sheets account with Pabbly Connect.

• Select Google Sheets as your trigger.
• Choose ‘New or Updated Spreadsheet Row’ as the event.
• Connect your Google Sheets account.

Once connected, you can test the trigger to ensure it captures the data correctly from your Google Sheet.

---

4. Adding Action Step to Generate Captions

Now, you will add an action step to your workflow in Pabbly Connect. Select OpenAI as your action application and choose the event ‘Create Caption’.

Here, you will need to enter your OpenAI API key to authenticate the connection. After that, set up the prompt that will guide OpenAI in generating relevant captions based on the input from Google Sheets.

Select OpenAI as the action application. Choose ‘Create Caption’ as the action event. Enter your OpenAI API key.

Make sure to customize the prompt to reflect the type of captions you want to generate. Once everything is set, test the action step to ensure it works correctly.

---

5. Updating Google Sheets with Generated Captions

Finally, you will need to add another action step to update your Google Sheets with the generated captions. In this step, select Google Sheets again and choose the event ‘Update Row’. using Pabbly Connect

Connect your Google Sheets account once more and specify the sheet and column where the generated captions should be stored. This way, every time a caption is generated by OpenAI, it will automatically populate into your designated Google Sheet.

Select Google Sheets as the action application. Choose ‘Update Row’ as the action event. Specify the sheet and column for the captions.

After completing this setup, test the entire workflow to ensure that when you add a new idea in Google Sheets, a caption is generated and updated correctly.

---

Conclusion

Using Pabbly Connect, you can easily automate the process of creating Instagram captions. By integrating Google Sheets and OpenAI, you streamline your workflow and save time on content creation.

This tutorial has guided you through each step required to set up this automation effectively. Embrace the power of automation with Pabbly Connect to enhance your social media strategy.

Learn how to automate customer feedback collection using Pabbly Chatflow and WhatsApp. Step-by-step tutorial with real-time examples. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Automating Feedback with Pabbly Chatflow

In this section, we will explore how to automate customer feedback collection using Pabbly Chatflow. This powerful tool allows businesses to gather feedback via WhatsApp without coding skills. You will learn how to set up a WhatsApp bot that interacts with customers effectively.

To start, navigate to the Pabbly Chatflow website. Once there, sign in to your account or create a new account if you are a first-time user. After logging in, you will see the dashboard where you can access various features of Pabbly Chatflow.

---

2. Creating Your WhatsApp Bot with Pabbly Chatflow

To create your WhatsApp bot, go to the flow section in your Pabbly Chatflow dashboard. Click on the ‘Add Flow’ button located at the top right corner of the page. This will allow you to start building your bot.

• Name your bot, e.g., ‘Automate Customer Feedback with WhatsApp Bot.’
• Set up the trigger event for the bot, which will start the conversation.
• Select a WhatsApp template that includes quick reply buttons for customer feedback.

After naming your bot, choose the trigger event that will initiate the bot’s response. For this integration, select the template that you previously created for customer feedback. This template should include options like ‘Excellent,’ ‘Good,’ ‘Average,’ and ‘Poor’ for customers to respond with.

---

3. Storing Customer Feedback in Pabbly Chatflow

Once your WhatsApp bot is set up to collect feedback, the next step is to store this data in Pabbly Chatflow. This is done through the contact custom field feature. This allows you to save customer responses effectively.

To create a custom field, navigate to the settings panel in Pabbly Chatflow and select the option for contact custom fields. Here, you can define fields such as ‘Customer Feedback’ and ‘Feedback Description’ to store the responses received from customers.

• Set up actions to save the selected feedback into the corresponding custom fields.
• Use the ‘Set Contact Custom Field’ action to link customer responses to these fields.
• Ensure that the values entered match the options provided in the feedback template.

This structured approach ensures that all customer feedback is recorded accurately, allowing for effective follow-ups and data analysis later on.

---

4. Setting Up Conditional Responses in Pabbly Chatflow

In this section, we will configure conditional responses based on customer feedback using Pabbly Chatflow. This feature allows the bot to respond differently depending on the feedback received.

After collecting the feedback, set up a condition to check if the feedback is ‘Poor.’ If this condition is met, the bot will send a message expressing concern and offer to connect the customer with support. For other feedback options, a thank you message along with a discount offer will be sent instead.

Drag and drop the condition action into the flow to start setting up your responses. Define the true and false conditions based on the feedback received. Customize the messages for both conditions to ensure proper communication with customers.

This setup allows your WhatsApp bot to provide personalized responses, enhancing customer satisfaction and engagement.

---

5. Finalizing and Testing Your WhatsApp Bot

After setting up the entire flow in Pabbly Chatflow, it’s time to finalize and test your WhatsApp bot. Click on the ‘Save’ button on the top right corner to ensure all your settings are saved.

Make sure to toggle the workflow button on; otherwise, the bot will not function. You can then test the bot by sending a WhatsApp message to your number with the feedback template you created earlier. This will allow you to see how the bot interacts with your customers in real-time.

To check if the feedback is stored correctly, navigate back to your Pabbly Chatflow inbox. Look under contact custom fields to see the collected feedback and descriptions. This ensures that your bot is functioning as intended and collecting valuable customer insights.

---

Conclusion

In this tutorial, we have successfully demonstrated how to automate customer feedback collection using Pabbly Chatflow and WhatsApp. By following these steps, you can create an efficient feedback system that enhances customer interaction without any coding skills.

Utilizing Pabbly Chatflow for this process not only simplifies feedback collection but also improves customer engagement through personalized responses. Start automating your customer feedback today with Pabbly Chatflow!

Learn how to automate lead follow-ups using personalized SMS with Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To start automating lead follow-ups, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect homepage at www.Pabbly.com/connect. Here, you can sign up for a free account or log in if you already have one.

After logging in, you will see the dashboard where you can manage your integrations. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This is where the automation process begins.

---

2. Creating a Workflow for Lead Follow-Up

Once you have accessed the dashboard, the next step is to create a workflow that automates lead follow-ups. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Automate Lead Follow-Up: Personalized SMS with AI.’ Select a folder to save your workflow, such as ‘Automations.’ This organization helps you manage multiple workflows efficiently. using Pabbly Connect

• Click on ‘Create Workflow’ and name it.
• Select a folder for better organization.

Now that your workflow is set up, you need to define the trigger. Click on the ‘Add Trigger’ button and select ‘Google Ads’ as your trigger application. Choose the event as ‘New Lead Form Entry’ to initiate the workflow whenever a new lead is generated through your Google Ads campaign.

---

3. Connecting Google Ads to Pabbly Connect

After setting up your trigger, it’s time to connect Google Ads to Pabbly Connect. You will receive a webhook URL that you’ll need to add to your Google Ads lead form settings. This URL allows Pabbly Connect to receive lead data directly from Google Ads.

Log in to your Google Ads account and navigate to the lead form you created. In the lead delivery section, paste the webhook URL from Pabbly Connect. This integration ensures that every time a lead fills out your form, the information will be sent to Pabbly Connect automatically.

---

4. Generating Personalized SMS with OpenAI

With Google Ads connected, the next step is to generate personalized SMS messages using OpenAI. In your Pabbly Connect workflow, add an action step by selecting ‘OpenAI’ as the application. Choose the event ‘Create Chat Completion’ to generate a customized SMS message for your lead. using Pabbly Connect

In this action step, you will need to enter your OpenAI API key, which you can obtain from your OpenAI account. Once connected, specify the prompt for the AI to generate an SMS. You can include dynamic fields from the previous step, such as the lead’s first name, to personalize the message.

• Select ‘OpenAI’ as the action application.
• Enter your OpenAI API key.
• Specify the prompt for generating SMS.

Once everything is set, you can test this action to ensure that it is working correctly and generating the SMS as expected. This step is crucial to confirm that your automation is functioning properly.

---

5. Sending the SMS to Leads

The final step in your automation process is to send the generated SMS to your leads. For this, add another action step in your Pabbly Connect workflow. Choose ‘Twilio’ as the action application and select the event ‘Send SMS’ to dispatch the message. using Pabbly Connect

In this step, you will need to enter your Twilio account credentials, including the Account SID and Auth Token. Specify the sender’s phone number from your Twilio account and map the recipient’s phone number from the lead data received from Google Ads. Make sure to include the SMS body generated in the previous step.

Once configured, test this action to confirm that the SMS is sent successfully to the lead’s phone number. This completes the automation process, allowing you to follow up with leads instantly and personally.

---

Conclusion

In this tutorial, we explored how to automate lead follow-ups using personalized SMS with Pabbly Connect. By integrating Google Ads, OpenAI, and Twilio, you can streamline your lead management process effectively. This automation not only saves time but also enhances your engagement with potential customers.

Learn how to auto-send personalized WhatsApp offers to LinkedIn leads using Pabbly Connect. Follow our detailed tutorial for step-by-step guidance. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To auto-send personalized WhatsApp offers to LinkedIn leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. This platform is crucial as it allows you to integrate various applications seamlessly.

Once on the Pabbly Connect homepage, you have two options: sign in if you’re an existing user or click on ‘Sign Up Free’ to create a new account. New users can explore the software with 100 free tasks every month, while existing users can directly access their dashboards.

---

2. Creating a New Workflow in Pabbly Connect

After signing in, create a new workflow by clicking the ‘Create Workflow’ button in the top right corner of the dashboard. This step is essential as it sets the stage for your automation process using Pabbly Connect.

• Click on ‘Create Workflow’.
• Name your workflow: ‘Auto Send Personalized WhatsApp Offers to LinkedIn Leads’.
• Select the folder for organization.

Once your workflow is named and organized, you can begin setting up the trigger and action steps that will automate the process. This is where Pabbly Connect truly shines in connecting LinkedIn with WhatsApp.

---

3. Setting Up the Trigger with LinkedIn

The next step involves setting up the trigger for your workflow. Click on the ‘Add Trigger’ button and select LinkedIn as your trigger application, then choose the event as ‘Lead Notifications’. This configuration is vital as it tells Pabbly Connect when to initiate the automation.

After selecting your trigger, you will need to connect your LinkedIn account. If you’re already logged in, simply select the existing connection. If not, you will be prompted to enter your LinkedIn credentials. Once connected, you can test the trigger to ensure it captures lead notifications correctly.

---

4. Configuring WhatsApp Action Step

With the trigger set, the next step is to configure the action that will send the WhatsApp message. Click on ‘Add Action’ and select WhatsApp Cloud API as your action application, then choose ‘Send Template Message’ as your event. This step is crucial as it allows you to send personalized messages to your leads through Pabbly Connect.

• Enter your WhatsApp Cloud API details including access token and phone number ID.
• Map the phone number from the trigger data to the WhatsApp message.
• Select the message template you want to use for sending offers.

After entering all the required details, click ‘Save and Send Request’ to complete the action setup. This setup ensures that each time a new lead is captured from LinkedIn, a personalized WhatsApp message is sent automatically through Pabbly Connect.

---

5. Testing Your Automation Workflow

Once your workflow is configured, it’s essential to test the automation to ensure everything works as intended. Generate a test lead in LinkedIn and check the response in Pabbly Connect. This step validates the entire setup and confirms that Pabbly Connect is successfully handling the integration.

After generating the test lead, you should see an automated WhatsApp message sent to the specified phone number. If the message is received, your automation is functioning correctly. If not, revisit your settings to troubleshoot any issues.

---

Conclusion

In this tutorial, we explored how to auto-send personalized WhatsApp offers to LinkedIn leads using Pabbly Connect. By following the steps outlined, you can streamline your lead engagement process effectively. Embrace automation with Pabbly Connect to enhance your marketing efforts and improve response rates.

Learn how to seamlessly integrate Justdial leads into HubSpot using Pabbly Connect. This tutorial walks you through each step of the process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect for Integration

To integrate Justdial leads into HubSpot, the first step is to access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the Pabbly Connect landing page.

Here, you will find options to sign in or sign up. If you are a new user, click on ‘sign up for free’ to explore the application with 100 free tasks per month. Existing users should click on ‘sign in’ to access their accounts and proceed with the integration.

---

2. Creating a New Workflow in Pabbly Connect

Once signed in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. You will be prompted to select between the new or classic workflow builder. Choose the new workflow builder for a modern interface. using Pabbly Connect

After selecting, enter a name for your workflow and the folder where you want to save it. If necessary, create a new folder. Click on ‘Create’ to open the workflow window, where you will set up the trigger and action.

---

3. Setting Up the Trigger for Justdial Leads

The next step in using Pabbly Connect is to set up the trigger. Click on the ‘Add Trigger’ button and search for Justdial. Select it and choose ‘New Leads’ as the event. Click on ‘Connect’ to proceed.

Pabbly Connect will provide you with a webhook URL. This URL needs to be configured in your Justdial account. Since Justdial does not allow direct webhook configuration through its interface, contact your account manager to add this webhook URL to your Justdial account. This setup ensures that every new lead from Justdial triggers the workflow in Pabbly Connect.

---

4. Adding Action Step to Create Contacts in HubSpot

After setting up the trigger, the next step is to add an action. Click on ‘Add New Action Step’, search for HubSpot, and select it. Choose ‘Create Contact’ as the event and click on ‘Connect’. If you have previously connected HubSpot with Pabbly Connect, select the existing connection; otherwise, click on ‘Add New Connection’.

Log in to your HubSpot account if prompted. Once connected, you will need to map the lead details from Justdial to the fields in HubSpot. This includes the first name, last name, email, phone number, and company name. Mapping allows you to dynamically insert data from the previous step into HubSpot, ensuring real-time updates.

• Map the first name from Justdial to HubSpot.
• Map the last name from Justdial to HubSpot.
• Map the email address from Justdial to HubSpot.
• Map the phone number from Justdial to HubSpot.
• Map the company name from Justdial to HubSpot.

After mapping all required details, click on ‘Save and Send Test Request’ to ensure the integration works correctly. A positive response will confirm that a new contact has been created in HubSpot.

---

5. Conclusion: Automate Your Lead Management

By following these steps, you can successfully integrate Justdial leads into HubSpot using Pabbly Connect. This automation allows your sales team to follow up on leads quickly and efficiently, enhancing your business operations.

With Pabbly Connect, you can streamline processes and focus on what matters most: growing your business. Start your free trial today to explore more automation possibilities!

---

Learn how to build an effective real estate funnel using Pabbly Connect to automate lead nurturing through Google Sheets, Gmail, and WhatsApp. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Your Real Estate Funnel

To build your real estate funnel using Pabbly Connect, start by accessing the platform. If you’re a new user, sign up for a free account through the provided link. This gives you 100 free tasks each month to explore Pabbly Connect and its features.

Existing users can log in directly to their Pabbly Connect account and navigate to the workflow builder. Once logged in, you can create a new workflow that will automate the process of adding leads from Facebook into Google Sheets and your CRM.

---

2. Setting Up the Trigger with Facebook Lead Ads

The first step in your automation is to set up the trigger using Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Facebook Lead Ads’ as the application. Choose the event as ‘New Lead Instant’ to capture new leads as they come in.

• Search for Facebook Lead Ads in the trigger application.
• Select the event as ‘New Lead Instant’.
• Connect your Facebook account by clicking on ‘Connect’.

After connecting, select the specific Facebook page and lead generation form you want to use. Make sure to switch on the Simple Response button for easier data capture. Once everything is set, click on ‘Save and Send Test Request’ to ensure the connection works properly.

---

3. Adding Leads to Google Sheets via Pabbly Connect

Once the trigger is set, the next action is to add the captured lead details into Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’ and choose ‘Google Sheets’ as your action application.

• Select the event as ‘Add New Row’.
• Connect your Google Sheets account.
• Choose the spreadsheet and specific sheet where you want to store the lead details.

After connecting, map the lead data from the previous step to the corresponding fields in your Google Sheets. This dynamic mapping ensures that every new lead is automatically added to your spreadsheet without manual entry. Finally, click ‘Save and Send Test Request’ to verify that the data is correctly inserted into your Google Sheets.

---

4. Creating a Contact in Your CRM with Pabbly Connect

Now that the lead details are stored in Google Sheets, the next action is to create a contact in your CRM using Pabbly Connect. Click on ‘Add New Action Step’ again and select your CRM application, such as Zoho CRM.

For this action, choose the event ‘Create Contact’. Connect your CRM account and enter the necessary domain details. Map the required fields such as first name, last name, and email address from the lead data captured earlier. Once all the necessary details are mapped, click on ‘Save and Send Test Request’ to confirm that a new contact is created in your CRM.

Upon successful completion, you can check your CRM to see if the new contact has been added with the correct details. This integration ensures that your leads are automatically managed in your CRM, simplifying your follow-up process.

---

5. Sending Automated Emails and WhatsApp Messages

The final steps in your real estate funnel involve sending automated emails and WhatsApp messages to nurture your leads. Start by adding a new action step for Gmail in Pabbly Connect. Choose the event ‘Send Email’ and connect your Gmail account.

Map the recipient’s email address and customize the email subject and body. You can use dynamic mapping to personalize the message with the lead’s name and city. After configuring the email settings, click on ‘Save and Send Test Request’ to ensure the email is sent correctly.

Next, add another action step for WhatsApp using the WhatsApp Cloud API. Connect your WhatsApp account and set up the message template. Map the lead’s name and city to personalize the message before sending it. Click on ‘Save and Send Test Request’ to confirm that the WhatsApp message is successfully sent to the lead.

---

Conclusion

In this tutorial, we explored how to build a real estate funnel using Pabbly Connect to automate lead nurturing processes. By integrating Facebook, Google Sheets, Gmail, and WhatsApp, you can efficiently manage and communicate with your leads. Implementing this automation allows you to focus on growing your business while Pabbly Connect handles the backend tasks seamlessly.

Learn how to auto-send thank-you emails to Instagram leads using SendGrid and Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To auto-send thank-you emails to Instagram leads via SendGrid, the first step is accessing Pabbly Connect. You can do this by navigating to the Pabbly Connect website. If you’re a new user, you can sign up for a free account, which provides 100 free tasks monthly.

Once on the Pabbly Connect homepage, you’ll see options to sign in or sign up. After logging in, you will be directed to the Pabbly Connect dashboard, where you can create workflows that integrate different applications seamlessly.

---

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Instagram Lead Ads to SendGrid using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button. You will have two workflow builders available: the modern beta version and the classic one. Choose the beta version for a more flexible experience.

• Click on the ‘Select’ button to choose the beta workflow builder.
• Name your workflow, for example, ‘Send Thank You Emails to Instagram Leads via SendGrid.’
• Select your desired folder to organize your workflow.

After naming your workflow, click on the ‘Create’ button. Your workflow will now be set up and ready to add triggers and actions.

---

3. Setting Up the Trigger for Instagram Leads

The next step in using Pabbly Connect is setting up the trigger that initiates the workflow. Click on the ‘Add Trigger’ button and search for Instagram Lead Ads. Select it as your trigger app and choose the event ‘New Lead Instant’.

Now, you need to connect your Instagram account by clicking the ‘Connect’ button. Ensure your Facebook account is logged in and linked to your Instagram account for a successful connection. After connecting, select the page and the lead generation form from which you want to capture leads.

• Choose the page associated with your Instagram account.
• Select the specific lead form you want to use.

Once you have set up the trigger, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

---

4. Setting Up the Action to Send Emails via SendGrid

Now that the trigger is established, it’s time to set up the action that sends the thank-you email via SendGrid using Pabbly Connect. Click on the ‘Add New Action’ button and search for SendGrid. Select it and choose the action event ‘Send Email’.

Next, create a new connection to SendGrid by clicking on ‘Add New Connection’. You will need to input your SendGrid API key, which can be generated from your SendGrid account under API settings. Make sure to give your API key full access permissions.

Copy the API key from your SendGrid account. Paste it into the API key field in Pabbly Connect. Click ‘Save’ to establish the connection.

After saving the connection, you will need to map the necessary fields such as the recipient’s email, subject, and content of the email. Make sure to personalize the email content using the lead’s information captured from the Instagram form.

---

5. Testing the Integration to Ensure Functionality

The final step in this process with Pabbly Connect is to test the integration. After mapping all the fields in the SendGrid action, click on ‘Save and Send Test Request’ to send a test email. This will confirm that your setup is working correctly.

Check your email inbox to see if the test email has been received. The email should display the personalized content corresponding to the lead information filled in the Instagram lead form. If everything looks good, your automation is now complete!

By following these steps, you can effectively automate the process of sending thank-you emails to your Instagram leads using SendGrid and Pabbly Connect. This integration not only saves time but also enhances customer engagement.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to auto-send thank-you emails to Instagram leads via SendGrid. By following these steps, you can enhance your business processes and improve communication with your leads effectively.

Learn how to automate the creation of Google Docs for each Google Forms submission using Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Google Forms Integration

To create new Google Docs for each Google Forms submission, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect URL, which is Pabbly.com/connect. Once there, you will see options for signing up or signing in.

If you are a new user, click on ‘Sign Up Free’. For existing users, simply click ‘Sign In’. After signing in, you will be taken to the Pabbly Connect dashboard where you can create workflows to integrate Google Forms and Google Docs.

---

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder. Choose the beta version for a modern approach. using Pabbly Connect

• Click on ‘Select’ to proceed.
• Provide a name for your workflow, such as ‘Create Google Docs for Each Google Form Submission’.
• Select the folder where your workflow will be saved.

After entering these details, click the ‘Create’ button. You will see a confirmation message that your workflow has been created successfully. Now, it’s time to add a trigger for your workflow.

---

3. Adding Google Forms as a Trigger in Pabbly Connect

The trigger is the first application that starts the workflow. In this case, select Google Forms as your trigger application. Click on the ‘Add Trigger’ button to set it up. using Pabbly Connect

Search for Google Forms and select it. Choose the event ‘New Response Received’ as your app event. Click the ‘Connect’ button to build the connection. You will receive a webhook URL that you need to paste into your Google Forms.

• Go to your Google Form and click on ‘Responses’.
• Choose ‘View in Sheets’ to access the linked Google Sheets.
• Install the Pabbly Connect Webhook add-on if you haven’t done so already.

Once installed, go back to the Google Sheets and set up the webhook using the URL you copied from Pabbly Connect. This setup allows Pabbly Connect to receive data from your Google Forms.

---

4. Setting Up Google Docs Action in Pabbly Connect

Now that your trigger is set, it’s time to add an action step in Pabbly Connect. Click on the ‘Add New Action Step’ button and select Google Docs as the action app. using Pabbly Connect

Choose the event ‘Create Document from Template’. Click ‘Connect’ and select your existing Google account connection. You will then need to select the template document you want to use for creating candidate profiles.

Map the new document’s name from the Google Forms response. Specify the location where the new document will be saved. Map all necessary fields from the form response to the document template.

Once all fields are mapped, click ‘Save and Send Test Request’. This will create a new Google Doc based on the template with the provided candidate details.

---

5. Finalizing the Integration with Image Replacement

After creating the document, you may need to replace the candidate’s image in the Google Doc. To do this, add another action step in Pabbly Connect and select Google Docs again, this time choosing ‘Replace Image in Document’. using Pabbly Connect

Connect to your Google account and specify the document you just created. Enter the image URL that you want to replace in the document. Ensure that the image URL is formatted correctly for Google Docs.

Map the image ID obtained from the previous step. Choose the cropping method for the image. Click ‘Save and Send Test Request’ to finalize the image replacement.

Once the test is successful, your integration is complete! You can now automatically create Google Docs for each Google Forms submission with candidate details.

---

Conclusion

In this tutorial, we have shown you how to use Pabbly Connect to create new Google Docs for each Google Forms submission. By following these steps, you can automate the process and save valuable time. Start using Pabbly Connect today to enhance your business automation.

Learn how to automate product recommendations for fashion retailers using Pabbly Chatflow. Step-by-step guide to creating a WhatsApp chatbot for personalized recommendations. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Chatflow for Automated Recommendations

To automate product recommendations for fashion retailers, the first step is to access Pabbly Chatflow. Start by navigating to www.Pabbly.com/chatflow in your browser. This platform is essential for creating a WhatsApp chatbot that will handle customer queries efficiently.

Once on the Pabbly Chatflow website, sign in to your account. If you are a new user, you can sign up for free and receive 100 credits monthly. After signing in, you will be directed to the Pabbly apps page, where you can select Pabbly Chatflow to begin your automation journey.

---

2. Creating a WhatsApp Chatbot Using Pabbly Chatflow

The next step is to create a WhatsApp chatbot that will automate product recommendations. In Pabbly Chatflow, navigate to the ‘Flows’ section and click on ‘Add Flow’. Name your flow something descriptive, like ‘Automate Product Recommendations for Fashion Retailers’.

• Choose the trigger event as ‘Keyword Regex Match’.
• Enter the keyword such as ‘fashion product recommendation’.
• Utilize Regex for a smart search tool to identify various user queries.

This setup will ensure that the chatbot is triggered by relevant user messages, allowing for a seamless interaction. After setting up the trigger, you can proceed to design the initial response message.

---

3. Designing the Chatflow for User Interaction

In this phase, you will design how the chatbot interacts with users using Pabbly Chatflow. Start by dragging and dropping a text content block to send an initial message, such as ‘Welcome to Design World! Ready to get personalized fashion recommendations?’ This message sets the tone for the interaction.

Next, add buttons for user choices like ‘Find My Style’ and ‘Browse New Arrivals’. When users click these buttons, the chatbot will ask follow-up questions. For example, if a user selects ‘Find My Style’, the chatbot should ask for their preferred style, size, and color.

• Create contact custom fields for storing user preferences.
• Use the ‘Ask Question’ action to gather information from the user.
• Ensure to build connections between the flow elements for smooth transitions.

These interactive elements enhance user engagement and provide personalized recommendations based on their inputs.

---

4. Finalizing and Testing Your Chatbot

After designing the flow, the next step is to finalize your WhatsApp chatbot in Pabbly Chatflow. Make sure to save your flow to avoid losing any progress. Toggle the flow to active to ensure it can receive messages.

To test the chatbot, send a message via WhatsApp that includes your trigger keywords. For example, typing ‘I want to see your new arrivals’ should initiate the chatbot’s response. It will guide you through the personalized recommendation process, asking for style, size, and color preferences.

Check the flow connections to ensure all paths lead to the desired outcomes. Verify that the payment link is functional and correctly integrated.

This testing phase is crucial to ensure that your chatbot works as intended and provides a smooth user experience.

---

5. Conclusion: Automate Your Fashion Retail Business with Pabbly Chatflow

In conclusion, automating product recommendations for fashion retailers using Pabbly Chatflow can significantly enhance customer engagement. By creating a WhatsApp chatbot, you can efficiently manage queries and provide personalized recommendations based on user preferences.

This step-by-step guide has outlined how to access, create, and test your chatbot within Pabbly Chatflow. With these tools, you can streamline your fashion retail operations and improve customer satisfaction.

---

Learn how to use Pabbly Chatflow to automate your marketing agency effectively. This tutorial covers integrating WhatsApp and AI assistants for customer engagement. 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

---

1. Accessing Pabbly Chatflow for Automation

To automate marketing agencies effectively, start by accessing Pabbly Chatflow. Open your web browser and type in the URL Pabbly.com/chatflow. This will direct you to the Pabbly Chatflow landing page, where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button. Existing users can simply click on ‘Sign In’. Once logged in, you will see the dashboard where you can manage your automation processes with Pabbly Chatflow.

---

2. Creating Your AI Assistant with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI assistant. Click on the ‘AI Assistant’ option in the sidebar. Here, you will find an ‘Add AI Assistant’ button. Click it to start the setup process.

• Provide a name for your AI assistant, such as ‘Brand Boost Marketing’.
• Select the instruction type as ‘AI Agent’.
• Configure the AI settings, including temperature and model selection.

This configuration will allow your AI assistant to respond effectively to customer queries based on the knowledge base you will provide. Once you complete these settings, proceed to save your AI assistant.

---

3. Configuring the Knowledge Base in Pabbly Chatflow

With your AI assistant created, the next crucial step is to configure the knowledge base that your assistant will use. In the AI Assistant settings, look for the option to upload your knowledge base file. Ensure your file is in .txt or .pdf format. using Pabbly Connect

• Upload a file that contains details about your services and pricing.
• Make sure the PDF file does not exceed 10 pages if it contains images.

After uploading, the AI assistant will be able to fetch information from this knowledge base to assist customers effectively. This setup is vital for ensuring that your AI assistant can provide accurate responses to user inquiries.

---

4. Styling Your AI Assistant with Pabbly Chatflow

Next, you can customize the appearance of your AI assistant in Pabbly Chatflow. Navigate to the styling options in the AI Assistant settings. Here, you can choose a theme mode, such as light or dark, and customize the assistant’s shape and colors.

Select a circular or square shape for your assistant. Change the background color and header profile picture to match your brand.

This visual customization will enhance user engagement and make your AI assistant more appealing to customers. After styling, remember to save your changes to ensure they take effect.

---

5. Testing Your AI Assistant in Pabbly Chatflow

Finally, it’s time to test your newly created AI assistant. Go back to the inbox section in Pabbly Chatflow and select the AI assistant you wish to activate. Ensure it is enabled for the WhatsApp number you have connected.

Once activated, send a test message via WhatsApp to see how the AI assistant responds. For example, you can type ‘Hey, I need help’ and check if the assistant provides a relevant response based on the knowledge base you configured.

This testing phase is crucial to ensure that your AI assistant is functioning correctly and can handle customer queries effectively. Adjust any settings as needed based on the responses you receive during testing.

---

Conclusion

In this guide, we explored how to use Pabbly Chatflow to automate marketing agencies effectively. By creating and configuring an AI assistant, businesses can engage customers instantly through WhatsApp, enhancing customer service and operational efficiency.