Author: Rudra Sisodiya

Learn how to automatically organize Google Lead Ads leads in Airtable using Pabbly Connect with this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Lead Ads and Airtable Integration

To automatically organize Google Lead Ads leads in Airtable, you first need to access Pabbly Connect. Start by searching for Pabbly.com in your browser. This will take you to the Pabbly Connect homepage where you can sign up or log in.

Once you are logged in, you will see various applications available on the Pabbly dashboard. To begin integrating Google Lead Ads with Airtable, click on the ‘Access Now’ button for Pabbly Connect. This will direct you to the workflow creation page where you can set up your automation.

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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 name your workflow. For this integration, name it ‘Automatically Organize Google Lead Ads Leads in Airtable by Responses’. using Pabbly Connect

• Select the Beta version for a modern interface.
• Choose an appropriate folder to save your workflow.

Once you have named your workflow and selected a folder, click on the ‘Create’ button. This will take you to the workflow editor where you can set up triggers and actions for your automation.

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3. Setting Up Trigger for Google Lead Ads

In this step, you will set up the trigger for your workflow. Click on the ‘Add Trigger’ button. Select ‘Google Ads’ as your trigger application and then choose ‘New Lead Form Entry’ as your event. This is crucial as it tells Pabbly Connect to listen for new leads from Google Ads. using Pabbly Connect

Next, you will connect your Google Ads account with Pabbly Connect. Follow the prompts to authorize Pabbly Connect to access your Google Ads account. After successful connection, you will receive a webhook URL which you will need to use in your Google Lead Ads form.

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4. Creating a Lead Form in Google Ads

Now, it’s time to create a lead form in Google Ads that will send data to Pabbly Connect. Log into your Google Ads account and navigate to the ‘Lead Forms’ section. Create a new lead form and add the necessary fields like first name, last name, email, and company name. using Pabbly Connect

• Add a name for your lead form.
• Include required fields for lead information.
• Set up the webhook integration with the URL from Pabbly Connect.

Once your lead form is set up, make sure to test it by submitting a dummy lead. This will ensure that the data is being sent correctly to Pabbly Connect.

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5. Adding Action to Create Record in Airtable

After successfully receiving a lead from Google Ads, the next step is to add an action that creates a new record in Airtable. In Pabbly Connect, click on ‘Add Action’ and select ‘Airtable’ as your action application. Choose ‘Create Record’ as the event. using Pabbly Connect

Connect your Airtable account by providing the necessary credentials and permissions. After connecting, select the base and table where the new leads will be stored. Map the fields from the Google Lead Ads response to the corresponding fields in Airtable. For example, map the first name, last name, email, and company name appropriately.

Finally, click on the ‘Save and Send Test Request’ button to confirm that the integration works correctly. If successful, you will see a new record created in your specified Airtable table.

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Conclusion

In this tutorial, we have demonstrated how to automatically organize Google Lead Ads leads in Airtable using Pabbly Connect. By following these detailed steps, you can streamline your lead management process, ensuring that new leads are captured and organized efficiently in Airtable.

Using Pabbly Connect allows you to automate workflows seamlessly, enhancing productivity and saving valuable time. Start using Pabbly Connect today to optimize your lead management!

Learn how to automate travel quote requests for tour operators using Pabbly Chatflow. Follow our step-by-step guide to create a WhatsApp chatbot. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

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1. Create a WhatsApp Chatbot Using Pabbly Chatflow

To automate travel quote requests for tour operators, you will first need to create a WhatsApp chatbot using Pabbly Chatflow. Start by visiting Pabbly Chatflow and logging into your account. If you are new, you can sign up for free and receive 100 free credits monthly to create chatbots.

Once logged in, navigate to the dashboard and click on the ‘Add WhatsApp Number’ button. You can choose between WhatsApp connect method or manual token connect method to link your WhatsApp number. This integration will allow your WhatsApp chatbot to operate seamlessly.

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2. Design the Chatbot Flow in Pabbly Chatflow

After connecting your WhatsApp number, you can start designing the chatbot flow in Pabbly Chatflow. Click on the ‘Flows’ option and then select ‘Add Flow’ to create a new chatbot. Name your flow, for example, ‘Travel Quote Request Bot’.

In the flow builder, set a trigger event for your chatbot. Select ‘Keyword Match’ from the dropdown and enter keywords like ‘travel’ and ‘quote’. This will allow the chatbot to respond when users send these keywords. After setting the trigger, add a welcome message using the ‘Text’ button.

• Welcome Message: ‘Hi, welcome to Good Day Travels! We provide instant travel package codes. Which destination are you planning for?’
• Add buttons for destination selection.
• Connect the circles to ensure the flow operates correctly.

This setup will ensure that your chatbot greets users and prompts them for their travel destination.

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3. Collect User Input for Travel Details

Once the user selects a destination, the next step in Pabbly Chatflow is to collect additional travel details. Use the ‘Ask Question’ feature to inquire about travel dates and the number of travelers. For instance, ask, ‘What is your travel date?’ and store the answer in a custom field.

After collecting the travel date, ask the user how many travelers they have. This information is crucial for providing accurate quotes. You can create a contact custom field to store the number of travelers, ensuring you have all necessary information for the quote.

• Create a custom field for travel dates.
• Create another custom field for the number of travelers.
• Ensure all responses are correctly stored for future use.

By effectively collecting user input, you can tailor the travel package quotes to meet their specific needs.

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4. Provide Package Options to Users

After gathering the necessary travel details, it’s time to present package options to the user. In Pabbly Chatflow, you can create buttons for different package types, such as budget, standard, and luxury. When users click on these buttons, they should receive personalized messages detailing the respective packages.

For each package option, use the ‘Text’ button to send a message with the details. For example, for the budget package, you might say, ‘Here is your budget package for [destination].’ Include pricing and inclusions for clarity. Ensure to connect each button to its corresponding message to maintain flow continuity.

Create buttons for each package type. Send personalized messages based on the selected package. Connect buttons to their respective messages to ensure smooth user experience.

This approach allows users to easily navigate through their options and select the best package for their travel needs.

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5. Finalize and Test Your Chatbot in Pabbly Chatflow

Once you have set up the entire flow in Pabbly Chatflow, it is essential to finalize and test your chatbot. Click on the ‘Save’ button to ensure all your changes are stored. After saving, head back to your WhatsApp account to test the functionality of your newly created chatbot.

Send the keyword ‘travel’ to your WhatsApp chatbot and observe the responses. The chatbot should reply with the welcome message, ask for the destination, and guide you through the travel details. This testing phase is crucial to ensure that all components are working seamlessly before going live.

By following these steps, you can create a fully functional WhatsApp chatbot that automates travel quote requests efficiently. With Pabbly Chatflow, you can enhance user experience and streamline your operations.

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Conclusion

In conclusion, automating travel quote requests for tour operators using Pabbly Chatflow is a straightforward process. By creating a WhatsApp chatbot, you can enhance customer interactions and provide instant responses. This automation not only saves time but also improves service efficiency.

Learn how to automate the process of capturing and storing leads from Google Forms to Airtable using Pabbly Connect. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Forms and Airtable Integration

To start capturing and storing leads from Google Forms in Airtable, you need to access Pabbly Connect. This powerful integration platform allows you to automate your workflows without any coding. Begin by visiting the Pabbly Connect website, where you can sign up for a free account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create and manage your automation workflows. Click on the ‘Create Workflow’ button to get started. Select the new beta builder for a modern experience and name your workflow appropriately, such as ‘Store Leads from Google Forms in Airtable’.

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2. Setting Up Google Forms Trigger in Pabbly Connect

In this section, we will set up the Google Forms trigger using Pabbly Connect. First, click on the ‘Add Trigger’ button and select Google Forms as your app. Then, choose the event ‘New Response Received’. This event will activate the workflow whenever a new lead is submitted through your Google Form.

• Select Google Forms as the app.
• Choose ‘New Response Received’ as the event.
• Copy the webhook URL provided by Pabbly Connect.

Next, open your Google Form and navigate to the responses section. Link your Google Sheet to capture the responses. To connect your Google Form with Pabbly Connect, install the Pabbly Connect add-on from the extensions menu. Paste the webhook URL into the add-on’s setup and ensure you select the option to send data on event.

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3. Filling the Google Form and Testing the Trigger

After setting up the trigger, it’s time to test it. Fill out your Google Form with the required fields: name, email address, phone number, and rating. Once you submit the form, Pabbly Connect will capture this data and display it in the trigger setup.

• Enter the name, email, address, phone number, and rating in the form.
• Submit the form to send the data to Pabbly Connect.
• Check the trigger setup to verify that the data is captured.

Once the form is submitted, confirm that the data appears correctly in the Pabbly Connect trigger setup. This ensures that your Google Form is successfully integrated with Pabbly Connect.

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4. Setting Up Airtable Action in Pabbly Connect

With the Google Forms trigger successfully set, we will now set up the action to store the captured leads in Airtable using Pabbly Connect. Click on ‘Add New Action Step’ and select Airtable as your app. Choose the event ‘Create Record’ to add a new entry to your Airtable base.

To connect to Airtable, you will need to create a new connection. Grant access to your Airtable account and select the base where you want to store the leads. Make sure to create a workspace in Airtable and set up fields for name, email address, phone number, and rating. Map these fields in Pabbly Connect to ensure the data flows correctly.

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5. Mapping Fields and Sending a Test Request

In this final section, we’ll map the fields from Google Forms to Airtable using Pabbly Connect. After selecting the base in Airtable, you will need to map each field from the Google Form response to the corresponding field in Airtable. This step is crucial for automating the data transfer.

Map the name field from Google Forms to Airtable. Map the email address, phone number, and rating fields. Send a test request to ensure the data is saved in Airtable.

After mapping all the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will see the data saved successfully in Airtable. This confirms that your leads from Google Forms are now automatically stored in Airtable through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to capture and store leads from Google Forms in Airtable using Pabbly Connect. By following these steps, you can automate your lead management process efficiently. This integration saves time and reduces manual effort, allowing you to focus on growing your business.

Learn how to log Typeform leads automatically in Airtable for real-time tracking and follow-up using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To log Typeform leads automatically in Airtable, start by accessing Pabbly Connect. Visit the Pabbly website by typing Pabbly.com in your browser. If you are a new user, you can sign up for free and receive 100 tasks monthly, or simply log in if you already have an account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. Choose the new beta workflow builder for a more modern experience. Name your workflow ‘Log Typeform Leads Automatically in Airtable’ for easy reference.

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2. Setting Typeform as the Trigger Application

In this step, you will set Typeform as the trigger application in Pabbly Connect. Click on the trigger application box that appears after naming your workflow. Select Typeform from the list of applications. The trigger event should be set to ‘New Entry’ to capture new leads.

• Choose ‘New Entry’ as the trigger event.
• Click on ‘Connect’ to establish a connection with your Typeform account.
• Grant permission to Pabbly Connect to access your Typeform data.

After connecting, select the specific Typeform you want to use. Ensure you have your Typeform ready with fields like first name, last name, phone number, and email. This setup allows Pabbly Connect to capture all necessary lead details automatically.

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3. Testing the Typeform Submission

To ensure everything is set up correctly, you need to perform a test submission. Open your Typeform and fill in the fields with dummy data. After submitting, return to Pabbly Connect to check if the response has been captured successfully.

Check the workflow for a response from Typeform. You should see the details you entered in your test submission. This confirms that the connection between Typeform and Pabbly Connect is working correctly. If you see the data, you can proceed to the next step.

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4. Setting Airtable as the Action Application

Next, you will set Airtable as the action application in your workflow. Click on ‘Add New Action Step’ in Pabbly Connect and select Airtable. Choose ‘Create Record’ as the action event. This will allow you to add the captured lead details into your Airtable database.

• Click on ‘Connect’ to link your Airtable account.
• Select the base you want to add records to; for example, ‘New Leads’.
• Map the fields from Typeform to Airtable, such as first name, last name, email, and phone number.

Mapping ensures that every new lead submitted through Typeform is automatically added to your Airtable database. This dynamic setup allows for seamless lead tracking and follow-up, facilitated entirely by Pabbly Connect.

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5. Finalizing Your Automation Workflow

After mapping the fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This finalizes your automation setup. You should receive a positive response indicating that the lead details have been successfully added to Airtable.

To verify, refresh your Airtable database and check that the new lead appears. This confirms that your workflow is functioning as intended, automating the process of logging Typeform leads in real-time.

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Conclusion

In this tutorial, we’ve successfully integrated Typeform with Airtable using Pabbly Connect. This automation allows you to log leads automatically for real-time tracking and follow-up, enhancing your business efficiency.

Learn how to automate the creation of deals in Pipedrive from website contact form leads using Pabbly Connect with this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To create deals in Pipedrive automatically, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabby.com. Here, you can either sign in if you already have an account or sign up for free to get started.

Once signed in, navigate to the Pabbly Connect dashboard. This is where you will create your workflow to connect your website contact form leads with Pipedrive. Remember, Pabbly Connect is the key platform that facilitates this automation process.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’ to start setting up your automation. You will be prompted to name your workflow. Use a descriptive name like ‘Create Deals in Pipedrive Automatically from Website Contact Form Leads’. This will help you identify the workflow later.

• Select your preferred workflow builder: New Beta or Classic.
• Choose the folder to save your workflow.

After creating the workflow, you will need to select a trigger application. In this case, choose Contact Form 7 as your trigger application. This step is crucial as it initiates the automation whenever a new lead is submitted via your contact form. Pabbly Connect will handle the integration efficiently.

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3. Setting Up the Trigger with Contact Form 7

Now that you have selected Contact Form 7 as your trigger application, you need to set the trigger event to ‘New Form Submission’. Click on Connect to establish a connection between Pabbly Connect and your Contact Form 7 plugin.

You will be provided with a webhook URL. Copy this URL and go to your WordPress dashboard where Contact Form 7 is installed. Edit the form you want to connect, and paste the webhook URL in the webhook settings. Don’t forget to save the changes!

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4. Testing the Connection and Capturing Responses

With the webhook URL set, it’s time to test the connection. Submit a test lead through your contact form. This will allow Pabbly Connect to capture the response from the form submission. Check your workflow to see if the response has been successfully captured.

Once the test submission is successful, you will see the details populated in your Pabbly Connect workflow. This confirms that the connection between Contact Form 7 and Pabbly Connect is working as intended, ready to automate the creation of deals in Pipedrive.

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5. Creating Deals in Pipedrive Automatically

Now, it’s time to create a deal in Pipedrive using the captured lead information. Add a new action step to your workflow and select Pipedrive as the action application. Choose ‘Create Person’ as the action event to start with.

Connect Pabbly Connect to your Pipedrive account by entering your API token. After connecting, use the mapping feature to automatically populate the fields with the details captured from the form submission. This ensures that every new lead creates a corresponding deal in Pipedrive without manual input.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of deals in Pipedrive from website contact form leads using Pabbly Connect. This integration saves time and ensures that every lead is efficiently handled, allowing you to focus on growing your business.

Learn how to automate salon and spa queries on WhatsApp using Pabbly Chatflow. Follow this detailed tutorial for step-by-step integration. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Automation

To start automating salon and spa queries on WhatsApp, you need to access Pabbly Chatflow. Begin by visiting the Pabbly Chatflow website at www.Pabbly.com/chatflow. If you are a new user, you can sign up for free and receive 100 free credits every month.

After signing up, log in to your Pabbly Chatflow account. Upon logging in, you will see the Pabbly app section where you can access the various features of Pabbly Chatflow. Click on the ‘Access Now’ button next to Pabbly Chatflow to proceed.

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2. Setting Up the AI Assistant in Pabbly Chatflow

Once you are in the Pabbly Chatflow dashboard, navigate to the left panel and click on the ‘AI Assistant’ option. This feature allows you to create an AI assistant that can respond to queries automatically. Click on the ‘Add Assistant’ button to start the setup process. using Pabbly Connect

• Name your assistant, for example, ‘Automate Salon & Spa Queries’.
• Select the AI agent type to create an AI assistant.
• Fill in the automated instructions for your assistant.

After naming your assistant, you will need to provide specific instructions to guide its responses. This setup is crucial for ensuring that your AI assistant can handle various queries effectively.

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3. Configuring AI Settings in Pabbly Chatflow

In this section, you will configure the AI settings for your assistant. Under the AI configuration settings, set the temperature to a value between 0 and 1, where 0 is focused and 1 is creative. A recommended setting is 0.5 for balanced responses. using Pabbly Connect

You will also need to select the AI model to use. Choose OpenAI and select GPT-4 mini as the model. Ensure you have the API key ready from your OpenAI account. This key is essential for connecting your AI assistant with OpenAI’s services.

• Generate a new API key in your OpenAI account.
• Copy the generated key and paste it in the provided field in Pabbly Chatflow.

After entering the API key, click on the connect button to establish the link between your AI assistant and OpenAI, enabling it to generate intelligent responses.

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4. Setting Up Knowledge Source for the AI Assistant

The next step in configuring your AI assistant in Pabbly Chatflow is to set up a knowledge source. This knowledge base will provide the AI with the necessary information to respond accurately to customer queries. You can create a document detailing services, pricing, policies, and any other essential information about your salon.

Upload this knowledge base document in either PDF or TXT format. If you choose PDF, ensure that it does not exceed the page limits specified by Pabbly Chatflow. After uploading, you will receive a vector ID confirming the successful upload of your knowledge base.

Ensure your knowledge base includes all relevant information about services offered. Format your document properly for seamless integration.

This knowledge base is critical as it directly influences how well your AI assistant can respond to customer queries regarding your salon services.

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5. Testing Your AI Assistant on WhatsApp

After completing the setup, it’s time to test your AI assistant. Send a message to your assistant via WhatsApp, such as ‘I need help’. The assistant should respond automatically, confirming its functionality. This real-time interaction demonstrates how effectively Pabbly Chatflow handles customer queries.

Continue testing by asking various questions, such as service offerings and pricing. The AI should reply accurately based on the knowledge base you uploaded earlier. This testing phase is essential to ensure that your assistant is ready for live customer interactions.

To finalize, ensure that the AI assistant is activated in Pabbly Chatflow. This can be done by toggling the activation button. Once activated, your assistant will be available 24/7 to assist your customers.

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Conclusion

In conclusion, using Pabbly Chatflow to automate salon and spa queries on WhatsApp can significantly enhance customer interactions. By setting up an AI assistant, you ensure that leads receive timely responses to their inquiries, improving overall customer satisfaction and operational efficiency.

Learn how to send personalized WhatsApp follow-up messages automatically for contact form leads using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Automation

To send personalized WhatsApp follow-up messages automatically for contact form leads, you first need to set up Pabbly Connect. Access the Pabbly Connect dashboard by logging in to your account at pabby.com. If you are a new user, you can sign up for free and get 100 tasks per month.

After signing in, create a new workflow by clicking on the ‘Create Workflow’ button. Choose the new beta workflow builder for a modern and flexible experience. Name your workflow as ‘Send Personalized WhatsApp Follow-Up Messages Automatically for Contact Form Leads’ and select the appropriate folder for organization.

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2. Configuring the Trigger with Contact Form 7

In this step, we will set up the trigger application in Pabbly Connect. Select ‘Contact Form 7’ as your trigger application. The trigger event you will choose is ‘New Form Submission’. This means that whenever a new lead fills out the contact form, the workflow will be activated.

• Open your WordPress dashboard and navigate to Contact Form 7.
• Edit the form you want to connect.
• Copy the webhook URL provided by Pabbly Connect and paste it into the webhook URL field in Contact Form 7.

After saving the changes, go back to Pabbly Connect and test the webhook connection by submitting a test lead through your contact form. This will confirm that the integration is set up correctly and will capture the lead details.

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3. Sending WhatsApp Messages Using Pabbly Connect

Now that the trigger is configured, the next step is to set up the action to send WhatsApp messages. In Pabbly Connect, add a new action step and select ‘WhatsApp Cloud API’ as your action application. Choose the action event as ‘Send Template Message’.

To connect to WhatsApp Cloud API, you will need to enter your access token, phone number ID, and WhatsApp business account ID. You can find these details by visiting the Meta for Developers website and navigating to your app’s API setup section. Make sure to generate your access token and copy the required IDs into Pabbly Connect.

• Map the phone number from the contact form submission to ensure dynamic messaging.
• Select the template ID that corresponds to your confirmation message.

After setting up the message details, save and send a test request to verify that the WhatsApp message is sent correctly. You should see the confirmation message in your WhatsApp.

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4. Setting Up a Delay for Follow-Up Messages

To ensure that follow-up messages are sent after a specific time, you will need to add a delay in Pabbly Connect. Click on ‘Add New Action Step’ and select ‘Delay by Pabbly’. Set the delay time to 2 days.

This delay allows you to send the initial confirmation message immediately, while the follow-up message will be sent after the specified delay. Ensure that you save and test this delay step in your workflow to confirm it functions as expected.

After the delay is configured, you can proceed to set up the follow-up message using the same WhatsApp Cloud API action. Select the follow-up template you created earlier and map the necessary fields just like you did for the confirmation message.

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5. Finalizing Your Workflow with Pabbly Connect

After configuring all the steps in your workflow, you can finalize it by saving your settings in Pabbly Connect. This automation allows you to engage leads more effectively by sending personalized WhatsApp follow-up messages automatically.

With this setup, every time a lead fills out the contact form, they will receive immediate acknowledgment and a follow-up message after 2 days. This not only enhances customer interaction but also helps in closing more sales.

By using Pabbly Connect, you can streamline your communication process and save valuable time while ensuring that no lead goes unattended.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, this tutorial demonstrated how to send personalized WhatsApp follow-up messages automatically for contact form leads using Pabbly Connect. By following these steps, you can automate your lead engagement and improve your sales process.

Learn how to automate order confirmation emails for Instamojo orders using Pabbly Connect. Step-by-step tutorial on setting up the integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up Automation

To automate order confirmation emails for Instamojo orders, the first step is accessing Pabbly Connect. You can do this by visiting the official Pabbly website at www.Pabbly.com/connect.

If you already have an account, simply log in. If you are new, you can sign up for free, which includes 100 free tasks. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating tasks. Click on the ‘Create Workflow’ button to begin. You will see options for either the new beta method or the classic method.

• Select the new beta method for a modern workflow experience.
• Rename your workflow to something descriptive, like ‘Send Order Confirmation Emails Automatically for Instamojo Orders.’
• Choose a folder to categorize your workflow if needed.

After configuring these settings, click the ‘Create’ button to establish your workflow. This initial setup is crucial as it lays the foundation for connecting Instamojo to Gmail through Pabbly Connect.

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3. Setting Up the Trigger for Instamojo Orders

The next step involves setting up a trigger in Pabbly Connect. Select ‘Instamojo V2’ as your trigger application and choose the event as ‘New Sale’. This configuration ensures that any new order placed through Instamojo triggers the automation.

Click on the ‘Connect’ button to generate a webhook URL. This URL is essential for connecting your Instamojo account to Pabbly Connect. Copy this URL and head over to your Instamojo account. In your smart page settings, find the option to add a webhook and paste the copied URL there.

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4. Testing the Trigger and Capturing Data

After setting up the webhook in your Instamojo account, it’s time to test the trigger. Open the sharable link of your smart page and simulate a payment by filling in the required customer details. Once the payment is processed, the trigger in Pabbly Connect should capture the payment data.

Check the workflow in Pabbly Connect to see if the payment response has been captured. You should see details like payment status, payment ID, amount, and customer information. This step is crucial as it confirms that your integration is working correctly.

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5. Setting Up the Action to Send Confirmation Emails

Now, let’s configure the action step in Pabbly Connect. Choose ‘Gmail’ as the action application and select ‘Send Email’ as the action event. Click on ‘Connect’ to link your Gmail account.

Fill in the required fields, including the sender’s name (Team Natural Glow Skincare) and the recipient’s email, which you will map from the previous step. Customize the email subject and body to include customer details and order information. After entering all necessary details, click on ‘Save and Send Test Request’ to send a test email.

After testing, check your Gmail account to verify that the confirmation email was sent successfully. This final step completes the automation process, allowing Pabbly Connect to seamlessly send order confirmation emails to customers after payment.

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Conclusion

By following this tutorial, you can automate the process of sending order confirmation emails for Instamojo orders using Pabbly Connect. This integration saves time and enhances customer experience by ensuring timely communication after purchases.

Learn how to automate product reviews and marketing using Pabbly Connect with Gmail, Facebook, and OpenAI. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating product reviews and marketing, first access Pabbly Connect. This powerful platform enables seamless integration of various applications, including Gmail and Facebook. You can do this by navigating to the official Pabbly website and signing in to your account.

Once logged in, you’ll find a user-friendly dashboard where you can create new workflows. Click on the ‘Create Workflow’ button, and select the modern workflow builder. This will allow you to set up your automation process effectively.

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2. Placing Orders in WooCommerce

Next, to trigger your automation, place an order on your WooCommerce store. This step is crucial as it initiates the workflow in Pabbly Connect. Start by viewing a product on your WooCommerce store, adding it to your cart, and proceeding to checkout.

• Click on ‘View Product’ in your WooCommerce store.
• Add the product to your cart and proceed to checkout.
• Fill in your details and click on ‘Place Order’.

After placing the order, an email will be sent to you, which contains a Google Forms link for feedback. This email is essential for the next steps in your automation process.

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3. Generating Feedback Emails Using OpenAI

Once the order is placed, the next step involves generating a personalized email asking for customer feedback. This is done using OpenAI integrated through Pabbly Connect. In your workflow, set OpenAI as the action application.

To create the email, choose the ChatGPT model and enter a prompt that includes the customer’s name and the Google Forms link. This personalization ensures that customers feel valued and are more likely to provide feedback.

• Select OpenAI as the action application in your Pabbly Connect workflow.
• Enter a prompt to generate a friendly email requesting feedback.
• Map the customer’s name and Google Forms link in the email content.

After generating the email content, use the Gmail integration in Pabbly Connect to send the email to the customer, ensuring they receive the feedback request promptly.

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4. Collecting and Filtering Customer Feedback

After the customer submits their feedback through the Google Form, Pabbly Connect will capture the responses. This is where the filtering process begins. You can set up a filter to separate positive feedback from negative feedback.

In your workflow, add a filter action that checks the feedback type. If the feedback is positive, it will proceed to the next step; if negative, it will stop the workflow from posting on Facebook.

To implement this filtering:

Create a filter step in your Pabbly Connect workflow. Set the condition to check if the feedback is positive. Ensure only positive feedback is sent to the next action step.

This filtering ensures that only the best reviews are showcased on your Facebook page, enhancing your brand’s reputation.

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5. Posting Positive Reviews on Facebook

The final step in this automation process is posting the positive reviews to your Facebook page. Using the Facebook integration in Pabbly Connect, set up an action to create a page post with the filtered positive feedback.

Map the content generated from OpenAI to the Facebook post message. This way, the post will highlight the customer’s positive experience, making it engaging for your audience.

To post the review:

Select Facebook Pages as the action application in Pabbly Connect. Choose the option to create a page post. Map the generated message from OpenAI to the post content.

After saving and sending the test request, your Facebook page will display the positive review, effectively using customer feedback as a marketing tool.

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Conclusion

In this tutorial, we explored how to automate product reviews and marketing using Pabbly Connect along with Gmail, Facebook, and OpenAI. By following these steps, you can create a seamless workflow that enhances customer engagement and boosts your brand’s online presence. Automating these processes not only saves time but also ensures that your customers feel valued and appreciated.

Learn how to automate follow-up emails using Pabbly Connect with Google Forms and Gmail. Step-by-step guide to streamline your lead management process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate follow-up emails using Gmail for new Google Form leads, the first step is accessing Pabbly Connect. This powerful integration tool allows users to connect multiple applications seamlessly.

Begin by navigating to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up for Free’ option to create an account. Existing users can simply log in. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create and manage your automation workflows.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button. You can choose between the new beta builder for a modern experience or the classic builder for a familiar interface. For this example, select the new beta builder.

• Provide a meaningful name for your workflow, such as ‘Email Follow-Up for Google Form Leads’.
• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will need to set up a trigger and action. The trigger will be the event that starts the automation, while the action will be the task performed after the trigger. This setup is crucial for the workflow to function properly.

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3. Setting Up the Google Form Trigger

To capture leads, the next step involves setting up Google Forms as the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Google Forms as the application. Here, you will need to connect your Google account.

Once connected, you will be prompted to paste the webhook URL provided by Pabbly Connect into your Google Form settings. This step is essential for linking the form responses directly to the automation workflow.

• Open your Google Form and navigate to the ‘Responses’ tab.
• Link your form to a Google Sheet to store the responses.
• Install the Pabbly Connect add-on from the Google Workspace Marketplace.

After setting up the webhook and linking the Google Sheet, your trigger is ready to capture new leads automatically.

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4. Sending Follow-Up Emails Using Gmail

With your trigger set up, it’s time to configure the action that sends follow-up emails through Gmail using Pabbly Connect. Click on ‘Add New Action’ and select Gmail as the application. Choose the ‘Send Email’ event from the options provided.

Next, you need to connect your Gmail account. If you have not connected it yet, you will be prompted to sign in and grant necessary permissions. Once connected, map the fields from the Google Form responses to the email content.

Enter the sender name and email address. Map the recipient’s email address from the Google Form response. Craft a personalized email subject and body using the mapped data.

Once all fields are filled out, save your setup and send a test request to verify that everything is functioning correctly. If successful, your automation will now send personalized follow-up emails automatically whenever a new lead is captured.

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5. Finalizing Your Automation Workflow

After setting up the email action, it’s essential to finalize your automation in Pabbly Connect. Ensure all configurations are correct, then publish your Google Form to start capturing leads.

Test your entire workflow by submitting a new response through the Google Form. Once submitted, check the Google Sheet for the new entry and verify that the follow-up email is sent to the provided email address. This end-to-end test confirms that your automation is working seamlessly.

By utilizing Pabbly Connect, you have successfully automated the process of sending follow-up emails to new leads generated through Google Forms. This not only saves time but also enhances your lead management efficiency.

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Conclusion

In this tutorial, we explored how to automate follow-up emails using Pabbly Connect with Google Forms and Gmail. By following these steps, you can streamline your lead management process and ensure timely communication with your prospects.