Author: Rudra Sisodiya

Learn how to automatically share Facebook page posts as Instagram stories using Pabbly Connect. Follow this step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an essential automation tool that allows users to integrate various applications seamlessly. In this tutorial, we will explore how to use Pabbly Connect to automatically share Facebook page posts as Instagram stories. This integration simplifies the process, eliminating the need for coding or technical skills.

By utilizing Pabbly Connect, you can create workflows that connect Facebook and Instagram effortlessly. This ensures that every new post on your Facebook page can be shared instantly as a story on your Instagram account, enhancing your social media presence.

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2. Setting Up Pabbly Connect for Facebook and Instagram Integration

To get started, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get started with 100 free tasks each month. Once logged in, navigate to the Pabbly Connect dashboard where you can create a new workflow.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Automatically Share Facebook Page Posts as Instagram Stories’.
• Select the ‘New Beta Method’ for a more modern setup.

After naming your workflow, click on the ‘Create’ button. This step initializes the connection between Facebook and Instagram through Pabbly Connect.

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3. Creating Trigger and Action Workflow in Pabbly Connect

In Pabbly Connect, the workflow consists of a trigger and an action. The trigger detects when a new post is created on your Facebook page, while the action publishes it as an Instagram story. To set this up, select Facebook Pages as your trigger application.

Choose the event as ‘New Post’ and click on the ‘Connect’ button. You will need to authenticate your Facebook account, allowing Pabbly Connect to access your Facebook pages. Once connected, select the specific Facebook page you want to monitor for new posts.

• Select the Facebook page where posts will be monitored.
• Toggle the button for simple response capture and click ‘Save and Send Test Request’.

This setup allows Pabbly Connect to capture the details of the new post, which will be essential for the next steps in the integration process.

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4. Uploading Image URL for Instagram Story

After capturing the new post details, the next step is to upload the image URL to prepare it for sharing on Instagram. In this step, select ‘Pabbly File Uploader’ as your action application. Choose the event ‘Upload File and Get URL’. This action will convert the image link into a usable URL for Instagram.

Map the image URL received from the Facebook post to the uploader. Ensure that the file name is set appropriately, such as ‘YourPageName.jpg’. Click on ‘Save and Send Test Request’ to receive the new URL.

Map the image URL from the previous step. Check the uploaded file URL for correctness.

This step is crucial as it prepares the image for the next action where it will be published as an Instagram story using Pabbly Connect.

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5. Publishing the Instagram Story

With the image URL ready, it’s time to publish the story on Instagram. Select ‘Instagram for Business’ as your action application and choose the event ‘Create Story’. Connect to your Instagram account, ensuring that you select the correct account for publishing.

Map the image URL obtained from the previous step into the story creation field. After setting up, click on ‘Save and Send Test Request’. This will create the story container in Instagram.

Select the account under which the story will be published. Ensure that the story type is set to ‘Image URL’.

Finally, add a delay of 2 minutes to ensure the story is processed before publishing it. After the delay, add another action to publish the story using the previously obtained ID. This completes the integration process using Pabbly Connect.

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Conclusion

By following this detailed tutorial, you have successfully learned how to automatically share Facebook page posts as Instagram stories using Pabbly Connect. This integration not only saves time but also enhances your social media engagement effortlessly. Utilize Pabbly Connect to streamline your social media management and improve your online presence.

Learn how to automate follow-up emails using Pabbly Connect with Google Forms and Gmail for new leads. 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 Email Automation

To send follow-up emails automatically using Pabbly Connect, first, you need to access the platform. Go to the Pabbly Connect website and sign up for a free account or log in if you already have one. Pabbly Connect is essential for integrating Google Forms and Gmail to automate your email follow-up process. using Pabbly Connect

Once logged in, you will be directed to the dashboard where you can manage all your automation. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow. Here, you can create a new workflow that will capture leads from Google Forms and send automated follow-up emails through Gmail.

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2. Setting Up the Workflow in Pabbly Connect

To create your workflow, click on the ‘Create Workflow’ button on the Pabbly Connect dashboard. You will be prompted to choose between the new beta builder and the classic builder. For this task, select the new beta builder for its modern features and flexibility. using Pabbly Connect

• Provide a meaningful name for your workflow, such as ‘Email Automatically Using Gmail for New Google Form Leads.’
• Select a folder to store your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you can proceed to set up the trigger and action steps. The trigger will initiate the automation whenever a new lead is captured through Google Forms.

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3. Trigger Setup with Google Forms

In this step, you will set up the trigger to capture leads from Google Forms. Click on the ‘Add Trigger’ button and select Google Forms as your app. Choose the app event that corresponds to receiving new form responses. using Pabbly Connect

Next, connect your Google Forms by pasting the webhook URL provided by Pabbly Connect into your Google Form settings. To do this, open your Google Form, navigate to the responses section, and link it to a Google Sheet. This will ensure that all responses are recorded in real-time.

• Create a Google Sheet to collect responses from your Google Form.
• Add the Pabbly Connect add-on to your Google Form.
• Paste the webhook URL into the initial setup of the Pabbly Connect add-on.

After completing this setup, every new lead submitted via your Google Form will trigger the automation in Pabbly Connect, allowing you to send follow-up emails automatically.

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4. Action Setup with Gmail for Follow-Up Emails

After successfully setting up the trigger, the next step involves configuring the action to send follow-up emails through Gmail. Click on ‘Add New Action Setup’ and select Gmail as your app. Choose the action event as ‘Send Email’ to initiate the email sending process. using Pabbly Connect

To connect your Gmail account, you can either add a new connection or select an existing one. If you are adding a new connection, sign in to your Google account and grant the necessary permissions. Once connected, you will need to map the details from the Google Form responses to the email fields, such as recipient email, subject, and email content.

Map the recipient’s email address from the Google Form response. Fill in the email subject and content, incorporating mapped fields from the form. Select the content type and label for the email.

Once all details are filled in, save the setup and send a test request to ensure the email is sent correctly. This action will allow Pabbly Connect to automatically send personalized follow-up emails to new leads captured via Google Forms.

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5. Successfully Automating Email Follow-Ups

After completing the setup, test the entire workflow by submitting a new response through your Google Form. Once the form is submitted, Pabbly Connect will capture the data and trigger the email action to send a follow-up email through Gmail automatically. using Pabbly Connect

You will see the response recorded in your Google Sheet and a personalized email sent to the lead with the information they provided. This automation not only saves time but also ensures that no leads are missed, enhancing your communication efficiency.

With Pabbly Connect, you can create various automations to streamline your business processes. If you have any questions or need assistance, feel free to reach out to the Pabbly support team.

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Conclusion

In this tutorial, we demonstrated how to automate follow-up emails using Pabbly Connect with Google Forms and Gmail. By following these steps, you can efficiently manage new leads and enhance your customer communication.

Learn how to automate thank-you emails with Gmail for form submissions using Pabbly Connect. Step-by-step guide to streamline your email 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 Email Automation

To automate thank-you emails with Gmail for form submissions, the first step is to access Pabbly Connect. You can do this by entering the URL Pabbly.com/connect in your browser.

Once on the Pabbly Connect page, you will see options to either sign in or sign up for free. If you are new, click on ‘Sign Up Free’ to create your account. This will allow you to access 100 free tasks per month, perfect for practicing your automation skills with Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to start the automation process.

• Select the workflow builder (Beta for modern features).
• Name your workflow, for example, ‘Send Thank You Emails for Website Form Submitted’.
• Choose a folder to save your workflow.

Once your workflow is created, you will need to set up a trigger. The trigger is the event that starts your workflow, which in this case is a new lead submission from your landing page form.

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3. Setting Up the Trigger for Form Submissions

To set up the trigger in Pabbly Connect, click on the ‘Add Trigger’ button and select your trigger application, which is your form provider. Search for and select the application where your form submissions occur.

Next, choose the event ‘New Lead from Landing Page’ and click on the ‘Connect’ button. You will receive a webhook URL that you need to copy and paste into your form settings to connect the two applications.

• Go to your form settings and find the integration option.
• Paste the webhook URL into the request URL field.
• Set the request method to POST and save your settings.

Once saved, your form will now send data to Pabbly Connect whenever a new submission occurs, triggering the workflow you are building.

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4. Setting Up Gmail as the Action App

With your trigger set up, the next step is to configure Gmail as the action app in Pabbly Connect. Click on the ‘Add New Action Step’ button and select Gmail from the list of applications.

Choose the action event ‘Send Email’ and connect your Gmail account. If you already have a connection, you can select it; otherwise, click on ‘Add New Connection’ to sign in to your Google account.

Enter the sender’s name and email address. Map the recipient’s email address to dynamically insert the email from the form submission. Fill in the email subject and content, using mapped fields for personalization.

After configuring these settings, click ‘Save and Send Test Request’ to ensure your email automation works correctly. Check your Gmail account to confirm that the thank-you email was sent successfully.

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5. Finalizing Your Email Automation

After testing the email sending functionality, you can finalize your automation setup in Pabbly Connect. Ensure all settings are correct and that your workflow is active.

To make your form live, publish it and share the link with your audience. Now, every time someone submits the form, they will receive a thank-you email automatically through Gmail, thanks to the integration with Pabbly Connect.

This automation not only saves time but also enhances customer engagement by ensuring timely responses. By leveraging Pabbly Connect, you can easily create similar automations for other applications in your workflow.

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Conclusion

In this tutorial, we explored how to automate thank-you emails with Gmail for form submissions using Pabbly Connect. By following the detailed steps, you can streamline your email processes and enhance customer interactions effectively.

Learn how to use Pabbly Connect to automate the integration of 99acres inquiries into Notion records instantly. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate the process of turning 99acres inquiries into Notion records, you need to access Pabbly Connect. Start by searching for Pabbly.com in your browser, which will take you to the homepage of Pabbly Connect.

Once on 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 and receive 100 free tasks every month. Existing users can simply click on ‘Sign In’ to access their accounts.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard. Here, you will need to create a new workflow to set up the integration between 99acres and Notion. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Select the workflow builder: choose between the new beta version or classic.
• Name your workflow as ‘Turn 99acres Inquiries into Notion Records Instantly’.
• Select a folder to save your workflow, such as ‘Automations’.

This step sets the foundation for your automation process. Once your workflow is created, you can start configuring the trigger and action steps.

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3. Setting Up the Trigger for 99acres

In this section, you will set up the trigger that captures new inquiries from your 99acres account using Pabbly Connect. Click on the ‘Add Trigger’ button and select 99acres as your trigger application, then choose ‘New Leads’ as the event.

After selecting the trigger, you will be provided with a Webhook URL. This URL needs to be copied and configured in your 99acres account. Reach out to your account manager at 99acres to activate this integration, and they will assist you in setting it up.

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4. Adding Action to Create Records in Notion

Once you have set up the trigger, you will now create an action step that sends the captured data to Notion using Pabbly Connect. Click on ‘Add Action’ and select Notion as your action application, then choose ‘Create Database Item’ as the event.

• Connect your Notion account to Pabbly Connect.
• Select the database where you want to add the lead details.
• Map the fields from the 99acres inquiry to the corresponding fields in your Notion database.

By completing this step, every new inquiry from 99acres will automatically create a new record in your Notion database, ensuring no lead is missed.

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5. Testing and Verifying the Integration

After setting up both the trigger and action, it’s essential to test the integration to ensure everything is functioning correctly. Use the test functionality in Pabbly Connect to send a test lead from 99acres and verify that it appears in your Notion database.

Once the test is successful, you will receive confirmation that the data has been transferred correctly. You can now confidently automate the process of turning 99acres inquiries into Notion records instantly, streamlining your workflow and enhancing productivity.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of 99acres inquiries into Notion records instantly. By following these steps, you can ensure that every lead is captured efficiently, saving time and improving your workflow.

Learn how to integrate Razorpay subscription purchases into Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Overview of Pabbly Connect for Razorpay Integration

To automate the process of adding Razorpay subscription purchases to Google Sheets, we will utilize Pabbly Connect. This powerful integration platform allows seamless connections between various applications without needing coding skills.

With Pabbly Connect, you can set up workflows that automatically capture payment details from Razorpay and log them into Google Sheets. This ensures that all subscription purchases are recorded in real-time, enhancing your business’s efficiency.

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2. Setting Up Pabbly Connect for Razorpay and Google Sheets

First, navigate to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free to explore the platform. Once logged in, click on the Pabbly Connect application to start creating your workflow.

• Click on Create Workflow.
• Choose the new workflow builder for a modern interface.
• Enter a name for your workflow and select a folder to save it in.

After creating the workflow, you will be directed to the main automation window where you can add your trigger and action steps. This window is essential for defining how your automation will function with Pabbly Connect.

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3. Configuring the Trigger with Razorpay

To set up the trigger, click on the Add Trigger button and search for Razorpay. Select Razorpay as your trigger application and choose Payment Captured as the event.

Next, connect your Razorpay account by copying the webhook URL provided by Pabbly Connect. Go to your Razorpay dashboard, navigate to the developers section, and add a webhook using the copied URL. This establishes the connection between Razorpay and Pabbly Connect.

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4. Adding a Filter Condition to the Workflow

After setting up the trigger, you can refine your automation by adding a filter condition. Click on Add New Action Step and select Filter as your action application.

• Set the filter type to Equals.
• Enter the specific account name you want to track, such as Papcoin.
• Save the filter condition to ensure only relevant purchases trigger the action.

This filter ensures that only designated purchases are logged into Google Sheets, maintaining organization and accuracy in your records using Pabbly Connect.

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5. Adding Subscription Details to Google Sheets

To log the payment details into Google Sheets, add a new action step and select Google Sheets as the application. Choose Add New Row as the event and connect your Google account.

Next, select the spreadsheet and specific sheet where you want to store the data. Use the mapping feature in Pabbly Connect to dynamically insert payment details such as order ID, name, email, and payment method into the respective fields in your Google Sheet.

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Conclusion

Integrating Razorpay subscription purchases into Google Sheets using Pabbly Connect streamlines your payment tracking process. By following this detailed tutorial, you can automate the logging of purchase details, ensuring accuracy and efficiency in your business operations.

Learn how to integrate Google Ads with Apollo.io to create leads using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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 Google Ads and Apollo.io Integration

To create Google Ads leads as Apollo.io contacts, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by typing in ‘Pabbly.com/connect’. This platform provides the automation needed for seamless integration between Google Ads and Apollo.io.

Once on the Pabbly Connect page, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to get started with a hundred free tasks each month. For existing users, click ‘Sign in’ to access your account and navigate to the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a workflow that will automate the process. Click on the ‘Create Workflow’ button, and you will be prompted to select a workflow builder. Choose the new workflow builder for a modern interface and better flexibility.

• Enter a name for your workflow.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to proceed.

Once the workflow window opens, you will see options for adding triggers and actions. Triggers are events that start the automation process, while actions are the results of those triggers. Click on the ‘Add Trigger’ button to start setting up your Google Ads integration.

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3. Setting Up Google Ads Trigger in Pabbly Connect

In this step, you will configure the Google Ads trigger in your Pabbly Connect workflow. Search for ‘Google Ads’ as the trigger application and select it. Choose the trigger event as ‘New Lead Form Entry’ and click on ‘Connect’. This step is crucial as it establishes the connection between Google Ads and Pabbly Connect.

After connecting, a webhook URL will be generated. Copy this URL and proceed to your Google Ads account. In your lead form settings, navigate to the lead delivery option and paste the webhook URL. Enter the necessary key and click on ‘Send Test Data’. This action will send test lead data to Pabbly Connect, confirming the connection is successful.

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4. Creating a Contact in Apollo.io

Now that the trigger is set, the next step is to create a contact in Apollo.io using the lead details received from Google Ads. In your Pabbly Connect workflow, click on ‘Add New Action Step’. Search for ‘Apollo.io’ and select it. Choose the action event as ‘Create Contact’ and click on ‘Connect’.

• If you have an existing connection, select it. Otherwise, click on ‘Add New Connection’.
• You will need the API key from your Apollo account. Go to ‘Admin Settings’, then ‘Integrations’, and find the API section.
• Create a new API key, name it, and copy it back to Pabbly Connect.

After entering the API key in Pabbly Connect, proceed to map the lead details such as first name, last name, and email. Once all required fields are filled, click on ‘Save and Send Test Request’. This will create a new contact in Apollo.io using the lead details from Google Ads.

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5. Finalizing the Google Ads and Apollo.io Integration

With the contact creation step completed, your Pabbly Connect workflow is now set up to automatically create Apollo.io contacts whenever a new lead is generated in Google Ads. To finalize, check your Apollo.io account under the ‘People’ section to confirm that the new contact has been created successfully.

Now you have a fully automated process where every new lead from Google Ads will be seamlessly added to Apollo.io without any manual intervention. This integration allows you to focus on other aspects of your business while ensuring that your leads are managed effectively.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Google Ads with Apollo.io for automatic lead management. By following these steps, you can streamline your workflow and enhance your lead generation process. Start automating today for greater efficiency in your business!

Learn how to automate appointment scheduling for salons via WhatsApp using Pabbly Chatflow. Step-by-step guide to create your own WhatsApp chatbot. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To automate appointment scheduling for salons via WhatsApp, the first step is to access Pabbly Chatflow. Start by navigating to the Pabbly Chatflow website and signing in or creating a new account. If you are a new user, click on the ‘Sign Up Free’ button to create your account and get 100 free credits each month.

Once logged in, you will be directed to the dashboard. Here, you can see various applications offered by Pabbly. Click on the ‘Access Now’ button under the Pabbly Chatflow box to proceed. This is where you will create your WhatsApp chatbot for appointment scheduling.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to add your WhatsApp number. Click on the ‘Add WhatsApp Number’ button on the dashboard. You can choose between different connection methods to integrate your WhatsApp account with Pabbly Chatflow.

• Select the WhatsApp connection method that suits your needs.
• Follow the prompts to complete the integration process.

Once your WhatsApp number is connected, go to the ‘Flows’ feature and click on ‘Add Flow’ to start creating your WhatsApp chatbot. Give your flow a meaningful name, like ‘Appointment Scheduling Bot for Salons’. This will help you identify the chatbot’s purpose in the future.

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3. Setting Up Keyword Triggers in Pabbly Chatflow

To ensure your WhatsApp chatbot responds to user messages, set up a keyword trigger. In the flow builder, select the trigger event that will initiate the chatbot. For this example, choose the ‘Keyword or Reject Match’ trigger event. Enter the keywords like ‘salon’ and ‘haircut’ in the designated box. using Pabbly Connect

After entering the keywords, you can also set up rejection keywords if needed. This allows the chatbot to filter out irrelevant messages. Once the trigger is configured, proceed to set up the action steps that will follow when a user sends a message containing these keywords.

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4. Defining Action Steps for the WhatsApp Chatbot

Now that the trigger is set, it’s time to define the action steps in your Pabbly Chatflow. Start by dragging the ‘Text’ action from the left panel to the flow area. In the message box, enter a welcome message, such as ‘Welcome to Headspace Salon. I can help you book your next appointment with us.’ Add a button labeled ‘Book Appointment’ below this message.

• Create a list of services offered by the salon.
• Use the ‘List’ action to present these services to the user.

For each service, you can add items like ‘Haircut’, ‘Body Massage’, and ‘Facial’. This allows users to select the service they want when booking an appointment. After the user selects a service, set up a custom field to store their selection for future reference.

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5. Finalizing the Appointment with Pabbly Chatflow

Once the user has selected their desired service, the next step is to ask for their preferred appointment time. Use the ‘Text’ action again to prompt the user with a message like ‘Great choice! Choose from below when would you like to come in?’ Provide options for different time slots. using Pabbly Connect

After the user selects a time, ask for their name and email address. Use the ‘Ask Question’ action to gather this information. Make sure to store these responses in custom fields so that they can be referenced later in the confirmation message.

Finally, create a concluding message that confirms the appointment details. Use placeholders to insert the user’s name, selected service, and appointment time into the message. This will provide a personalized touch and confirm that their booking was successful.

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Conclusion

By following these steps, you can successfully automate appointment scheduling for salons via WhatsApp using Pabbly Chatflow. This integration allows for a seamless booking experience, enhancing customer satisfaction and streamlining salon operations. Start creating your own WhatsApp chatbot today with Pabbly Chatflow to simplify your appointment scheduling process.

Learn how to automate employee leave requests and approvals via WhatsApp using Pabbly Chatflow and Pabbly Chatflow in this detailed tutorial. 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. Introduction to Pabbly Chatflow for Leave Automation

Pabbly Chatflow is a powerful tool that allows you to automate employee leave requests and approvals via WhatsApp. This integration streamlines communication and reduces manual effort for HR departments. By using Pabbly Chatflow, you can create a WhatsApp chatbot that automatically responds to employee queries regarding leave requests.

To get started, navigate to Pabbly Chatflow by visiting Pabbly.com/chatflow. Here, you can sign up for an account or log in if you are an existing user. Once logged in, you will access the dashboard where you can manage your WhatsApp numbers and create chatbots for various functions.

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2. Creating the WhatsApp Bot with Pabbly Chatflow

To create a WhatsApp bot using Pabbly Chatflow, click on the ‘Add Flow’ button in your dashboard. This action will allow you to define the flow of the conversation your bot will have with employees. Start by naming your flow, such as ‘Automate Employee Leave Requests and Approvals via WhatsApp.’ This name will help you identify the purpose of the bot easily.

• Select a trigger event, such as keywords that will activate the bot.
• Add response options for different types of leave requests (e.g., sick leave, vacation leave).
• Connect your responses to the appropriate actions in the flow.

After setting up the initial flow, ensure you save your progress to avoid losing any configurations. This step is crucial as you build out the bot’s functionality.

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3. Configuring Employee Data Collection

Once your bot is set up to respond to leave requests, it’s time to configure how it collects employee data. Using Pabbly Chatflow, you can seamlessly gather information such as the employee’s full name, email address, leave start date, and reason for leave. Each question can be configured as an ‘ask question’ action in your flow.

• Ask for the employee’s full name using a text input field.
• Request the email address in a similar manner to ensure proper communication.
• Collect leave start and end dates, as well as the reason for the leave.

Each response will be stored in the respective custom fields you create in Pabbly Chatflow. This structured data collection is vital for efficient processing of leave requests.

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4. Integrating Google Sheets with Pabbly Connect

To store the collected employee data, you will need to integrate Google Sheets using Pabbly Connect. This step allows you to save all leave request details automatically without manual entry. First, create a new workflow in Pabbly Connect and select Pabbly Chatflow as the trigger application.

Next, set the action application to Google Sheets. You will need to map the fields from your Pabbly Chatflow bot to the corresponding columns in your Google Sheet. Ensure you have created a Google Sheet with columns for employee name, email, leave start date, end date, and reason for leave.

Copy the webhook URL from Pabbly Connect and paste it into your Pabbly Chatflow API request. Test the API request to ensure data is being sent correctly. Check your Google Sheet to confirm that data is being added as expected.

This integration ensures that all leave requests are logged systematically, making it easier for HR to track and manage employee leave.

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5. Finalizing the WhatsApp Bot Flow

After successfully integrating Google Sheets with Pabbly Chatflow, finalize your WhatsApp bot flow by adding a thank you message. This message should acknowledge the employee’s leave request and inform them that their request is being reviewed.

Connect this final message to the last action in your flow, ensuring that it is the last interaction the employee has with the bot. Save your flow one last time to ensure all changes are updated. You can also share your flow with colleagues or friends by providing them with a share link.

With everything set up, your WhatsApp bot is ready to automate employee leave requests and approvals efficiently. This process not only saves time but also enhances the employee experience by providing immediate responses.

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Conclusion

In conclusion, using Pabbly Chatflow for automating employee leave requests via WhatsApp streamlines HR processes significantly. By integrating with Google Sheets through Pabbly Connect, all employee data is collected and stored efficiently. This automation reduces manual work and improves communication between HR and employees.

Learn how to use Pabbly Chatflow to automate customer queries for your e-commerce business effectively. Step-by-step guide included. 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. Accessing Pabbly Chatflow for Customer Queries

To automate customer queries for your e-commerce business, the first step is to access Pabbly Chatflow. Start by visiting the official website at www.Pabbly.com/chatflow. Once there, you can either sign in to your existing account or create a new one. New users can sign up for free and receive 100 credits monthly.

After logging in, you will be directed to the Pabbly apps page. From here, click on the Pabbly Chatflow option to access the dashboard where you can manage your integrations and settings. Once on the dashboard, you will see options to connect your WhatsApp number, which is crucial for handling customer queries.

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2. Creating an AI Assistant in Pabbly Chatflow

To create an AI assistant for handling customer queries, navigate to the AI Assistant option on the left sidebar of Pabbly Chatflow. Click on the Add AI Assistant button to initiate the setup process. You will need to name your assistant; for example, ‘AI Assistant for Customer Queries’. After naming, click on Add AI Assistant to proceed.

• Select AI instructions from the dropdown menu.
• Set the AI configuration for creativity (0-1 scale).
• Enter your OpenAI API key for authentication.

After completing these steps, ensure to save your settings. This AI assistant will now be equipped to respond to customer queries automatically, streamlining your e-commerce operations.

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3. Uploading Knowledge Base to Pabbly Chatflow

Once your AI assistant is created, the next step is to upload a knowledge base to enhance its functionality. In Pabbly Chatflow, navigate to the Knowledge Source section. Here, you can upload a file containing all relevant product information and FAQs that your AI assistant will use to respond to customer inquiries.

• Prepare your knowledge base in a .txt or .pdf format.
• Include details like product names, prices, sizes, and return policies.
• Upload the file by clicking on the upload button in Pabbly Chatflow.

After uploading, ensure the AI assistant can access this knowledge base to provide accurate and timely responses to customer queries. This is a critical step in ensuring your AI assistant is well-equipped to handle inquiries effectively.

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4. Testing Your AI Assistant on WhatsApp

After setting up your AI assistant and uploading the knowledge base, it’s time to test its functionality. Go back to the dashboard in Pabbly Chatflow and ensure your WhatsApp number is connected. Then, send a test message via WhatsApp to see how the AI assistant responds.

For example, you can ask, ‘Could you please send me the details of the classic white t-shirt?’ The AI assistant should reply with the product details, including price, sizes, and availability. If it responds accurately, you can continue to test various queries to ensure it handles all customer inquiries effectively.

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5. Finalizing Settings and Activating Your AI Assistant

Once you have tested your AI assistant and confirmed it works as expected, it’s essential to finalize the settings. In Pabbly Chatflow, navigate to the inbox settings to enable AI auto-replies. This ensures that your assistant can respond to all incoming messages automatically.

Additionally, you can assign specific AI assistants to different contact lists. This flexibility allows you to tailor responses based on customer segments. Remember to save all changes to ensure your AI assistant is fully operational and ready to assist customers on WhatsApp.

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Conclusion

In conclusion, using Pabbly Chatflow to automate customer queries can significantly enhance your e-commerce operations. By creating an AI assistant, uploading a knowledge base, and finalizing settings, you can provide efficient customer service. This not only saves time but also improves customer satisfaction.

Learn how to automate lead assignment in Zoho CRM and notify sales teams via Slack using Pabbly Connect. Follow our detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Automation

To automate lead assignment in Zoho CRM and notify sales teams via Slack, start by accessing Pabbly Connect. Open your browser and go to Pabbly.com/connect. Here, you will find options to sign in or sign up.

If you are new, click on ‘Sign Up Free’ to get 300 tasks every month. Existing users can simply sign in. Once logged in, select Pabbly Connect from the Pabbly apps window to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

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

• Click on ‘Create Workflow’ in the dashboard.
• Choose the beta version for a faster setup.
• Name your workflow, e.g., ‘Automate Lead Assignment in Zoho CRM and Notify Sales Team via Slack’.

After naming, select a folder to save your workflow, such as ‘Facebook Lead Ads’. This organization will help you manage multiple workflows effectively.

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3. Setting Up the Trigger in Pabbly Connect

To initiate the automation process, set up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Facebook Lead Ads’ as the application and ‘New Lead Instant’ as the event. This will allow Pabbly Connect to capture new leads from your Facebook lead ads.

After selecting the trigger, connect your Facebook account. If already logged in, simply select your account. Otherwise, log in to allow Pabbly Connect to access your leads. Choose the relevant page and lead form you wish to automate.

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

Once set up, you can test the trigger by generating a test lead to ensure everything is functioning correctly.

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4. Adding Action Steps in Pabbly Connect

With the trigger successfully set, it’s time to add action steps. The first action will be to create a contact in Zoho CRM. Select ‘Zoho CRM’ as the action application and ‘Create a Contact’ as the event. This allows Pabbly Connect to automatically add leads to your CRM.

Connect your Zoho CRM account by entering your domain and granting necessary permissions. After connecting, map the lead details from the trigger to the corresponding fields in Zoho CRM, such as first name, last name, and email. This ensures that every new lead is accurately recorded.

Select ‘Zoho CRM’ for the action application. Choose ‘Create a Contact’ as the action event. Map the lead details accurately from Facebook to Zoho CRM.

After successfully creating the contact, you can add another action step to notify your sales team via Slack.

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5. Notifying Sales Team via Slack

To notify your sales team, add another action in Pabbly Connect. Select ‘Slack’ as the action application and ‘Send Channel Message’ as the event. This allows you to send an alert to your team whenever a new lead is added.

Connect to your Slack account by providing the necessary token type and selecting the channel where you want to send the message. Customize the message to include essential lead details, ensuring your team is informed promptly.

Select ‘Slack’ as the action application. Choose ‘Send Channel Message’ as the action event. Map the message to include lead details like name, email, and phone number.

Once everything is configured, test the setup to ensure that notifications are sent correctly to your Slack channel whenever a new lead is created in Zoho CRM.

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Conclusion

In this tutorial, we explored how to automate lead assignment in Zoho CRM and notify sales teams via Slack using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and enhance team communication effectively. Automating these tasks not only saves time but also ensures that your sales team is always updated with the latest leads.