Author: Rudra Sisodiya

Learn how to automate Google Forms submissions with instant SMS notifications using Pabbly Connect. Step-by-step guide for seamless 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 for Google Forms Automation

To start automating your Google Forms submissions, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect. This will take you to the Pabbly homepage where you can either sign in or sign up for a free account.

After signing in, you’ll be directed to the dashboard. Here, you can see all available applications. Click on Pabbly Connect to begin creating your automation workflow. This platform will serve as the bridge between Google Forms and your SMS sending application.

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2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. This will open a new workflow window where you can name your workflow.

• Select Google Forms as your trigger application.
• Choose the event as ‘New Response Received’.
• Click on the Connect button to link your Google Forms account.

After connecting, Pabbly Connect will generate a webhook URL. Copy this URL as you will need it to link your Google Forms with Pabbly Connect. This process allows Pabbly Connect to capture responses from Google Forms automatically.

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3. Linking Google Forms to Pabbly Connect

Now that you have your webhook URL, go to your Google Forms and access the settings. Click on the ‘Responses’ tab and select the option to link to Google Sheets. This will help in organizing your data efficiently. using Pabbly Connect

Once you have linked it to Google Sheets, you need to create a new spreadsheet for the responses. After that, go back to your Google Forms settings and scroll down to find the ‘Response destination’ option. Select ‘Create a new spreadsheet’ and click on ‘Create’.

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4. Setting Up SMS Notifications Using Pabbly Connect

After successfully linking Google Forms to Pabbly Connect, the next step is to set up SMS notifications. In your Pabbly Connect workflow, add a new action step and select your SMS sending application, such as Twilio.

• Choose the action event as ‘Send SMS’.
• Connect your Twilio account by entering your Account SID and Auth Token.
• Map the recipient’s phone number from the Google Forms response.

In the message body, customize your SMS to include details from the form submission. This ensures that every registrant receives a personalized confirmation message once they submit their details through Google Forms.

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5. Testing the Integration of Google Forms and SMS Notifications

With everything set up in Pabbly Connect, it’s time to test your integration. Go back to your Google Forms and make a test submission using dummy data. After submitting, check your connected Google Sheets to confirm that the response has been recorded.

Next, check your SMS application to see if the notification was sent successfully. If everything is configured correctly, you should receive an SMS confirming your registration. This process validates that Pabbly Connect is effectively linking Google Forms with your SMS sending application.

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Conclusion

In this tutorial, we explored how to automate Google Forms submissions with instant SMS notifications using Pabbly Connect. By following these steps, you can efficiently manage form responses and keep your registrants informed instantly. This integration enhances user experience and ensures prompt communication.

Learn how to send automated thank-you WhatsApp messages for Razorpay orders using Pabbly Connect. Follow our step-by-step tutorial for seamless 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 for Automation

To send thank-you WhatsApp messages automatically for Razorpay orders, you need to access Pabbly Connect. First, visit the Pabbly website by typing Pabbly.com in your browser. Once there, you can either sign in if you already have an account or sign up for free to begin your automation journey.

After signing in, navigate to the Pabbly Connect dashboard. From here, you will be able to create and manage your workflows. Click on the Access Now button under Pabbly Connect to start setting up your automation between Razorpay and WhatsApp.

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2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, it’s time to create a new workflow. Click on the Create Workflow button, and select the new workflow builder option. You will then name your workflow, for example, Send Thank You WhatsApp Messages Automatically for Razorpay Orders.

• Name your workflow appropriately.
• Select a folder for organization.
• Click Create to finalize your workflow.

Once your workflow is created, you will see a prompt to set a trigger application. In this case, select Razorpay as the trigger app and proceed to choose the trigger event as Payment Captured. This setup will ensure that your workflow is triggered every time a payment is successfully processed through Razorpay.

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3. Connecting Razorpay to Pabbly Connect

To establish the connection between Razorpay and Pabbly Connect, you will need to set up a webhook URL. This URL acts as a bridge for data transfer between Razorpay and Pabbly Connect. In your Razorpay dashboard, navigate to the Developers section, then select API and Webhooks.

Here, click on Add New Webhook. You will need to paste the webhook URL provided by Pabbly Connect into the designated field. Additionally, select the active event as Payment Captured to ensure that this webhook only triggers when a payment is made. After entering all required details, click Create Webhook to save your configuration.

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4. Sending WhatsApp Messages via Pabbly Connect

After successfully connecting Razorpay, the next step is to configure the action application to send WhatsApp messages using the WhatsApp Cloud API through Pabbly Connect. Click on Add New Action Step and select WhatsApp Cloud API as the action application.

• Choose Send Template Message as the action event.
• Connect to WhatsApp Cloud API by entering the necessary details, including your access token.
• Map the phone number and message template to ensure the correct data is sent.

In this step, ensure that you format the phone number correctly with the country code. Use the mapping feature to dynamically insert customer details received from Razorpay into your WhatsApp message, ensuring each message is personalized.

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5. Testing Your Automation Workflow

With everything set up, it’s time to test your automation. Execute a test payment through Razorpay to trigger the webhook. Once the payment is processed, return to your Pabbly Connect workflow to check if the webhook response is captured successfully. using Pabbly Connect

After verifying that the payment details are correctly received, you can execute the action step to send a WhatsApp message. Check your WhatsApp to confirm that the thank-you message has been received. This message should include the customer’s name and payment details, confirming their order.

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Conclusion

In conclusion, using Pabbly Connect to automate thank-you WhatsApp messages for Razorpay orders is a straightforward process. By following the steps outlined, you can ensure that every customer receives a prompt acknowledgment of their payment, improving customer satisfaction and streamlining your operations.

Learn how to automate customer support for SaaS products using Pabbly Chatflow in this detailed tutorial. Follow step-by-step instructions for seamless 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 Customer Support Automation

To automate customer support for SaaS products, you first need to access Pabbly Chatflow. Start by opening a new tab and navigating to the Pabbly Chatflow landing page by typing ‘Pabbly.com/chatflow’ in your browser.

Once on the landing page, you have two options: sign in if you are an existing user or sign up for free. New users can take advantage of 100 free credits every month. After signing in, you will be directed to the Pabbly dashboard where you will find all Pabbly applications.

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2. Creating Your AI Assistant with Pabbly Chatflow

Now that you are in Pabbly Chatflow, the next step is to create your AI assistant. On the left side of the dashboard, click on the AI Assistant feature. Here, you can view all your assistants, both active and inactive.

• Click on ‘Add Assistant’ to create a new AI assistant.
• Name your assistant (e.g., ‘Customer Support Agent’).
• Select the instruction type (e.g., ‘Customer Support Agent’).

After naming your assistant and selecting the instruction type, you can set the temperature for responses. A lower temperature (e.g., 0.2) will result in more focused answers, while a higher temperature allows for more creativity.

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3. Configuring AI Assistant Settings in Pabbly Chatflow

In this section, you will configure various settings for your AI assistant using Pabbly Chatflow. You will need to enter the OpenAI API key to connect your assistant with the AI model. Click on the ‘Connect’ button after entering the key.

• Add header and footer messages (optional).
• Specify top keywords that will trigger the AI assistant to stop.
• Set fallback messages for when the API does not respond.

Once these settings are configured, you will also need to upload a knowledge base file, which contains the information your assistant will use to respond to queries. This file should be in .txt or .pdf format.

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4. Testing Your AI Assistant on Pabbly Chatflow

After setting up your AI assistant in Pabbly Chatflow, it’s time to test its functionality. You can do this by sending a message via WhatsApp. Clear previous conversations to start fresh.

Send a message like ‘Hey’ and observe how your AI assistant responds. For example, it should reply with ‘Hello, how can I assist you today?’ You can then ask specific questions based on the knowledge base you uploaded.

Ask about the free trial or discounts. Inquire about pricing or features.

The AI assistant should accurately respond based on the information provided in your knowledge base, demonstrating its capability to handle customer queries effectively.

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5. Final Setup and Activation of Your AI Assistant

To finalize the setup of your AI assistant in Pabbly Chatflow, ensure that you activate it by switching on the toggle button. You can also customize the appearance of your assistant through styling options provided in the dashboard.

Once configured, you can assign your AI assistant to specific contacts or enable auto-reply settings for all contacts. This ensures that your assistant will respond automatically whenever a customer messages.

After saving all settings, your AI assistant is now fully operational and ready to assist your customers with their queries related to your SaaS products.

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Conclusion

In conclusion, automating customer support for SaaS products using Pabbly Chatflow is a straightforward process. By following the steps outlined in this tutorial, you can create an effective AI assistant that enhances customer engagement and streamlines support operations.

Learn how to automate hair salon appointment bookings via WhatsApp using Pabbly Chatflow. Step-by-step tutorial for seamless 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. Introduction to Pabbly Chatflow for Appointment Automation

Pabbly Chatflow is a powerful tool that allows you to automate hair salon appointment bookings via WhatsApp. By utilizing Pabbly Chatflow, salon owners can streamline their appointment booking process and enhance customer interaction without any coding skills. This tutorial will guide you through the steps to set up your WhatsApp chatbot using Pabbly Chatflow.

To get started, simply visit the Pabbly Chatflow website at www.Pabbly.com/chatflow. Once you’re there, you can sign up for a free account and start exploring the features that Pabbly Chatflow offers. With Pabbly Chatflow, you can create customized workflows that respond to customer inquiries automatically.

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2. Creating Your Chatbot in Pabbly Chatflow

To create your chatbot using Pabbly Chatflow, log in to your account and navigate to the dashboard. Click on the ‘Access Now’ button under Pabbly Chatflow to enter the flow creation section. Here, you will need to create a new flow specifically for your hair salon appointment bookings. using Pabbly Connect

• Click on the ‘Add Flow’ button in the top right corner.
• Name your flow as ‘Automate Hair Salon Appointment Bookings via WhatsApp’.
• Set up a trigger by selecting the keyword option.

For the keyword, enter a common greeting like ‘hello’. This keyword will trigger your chatbot whenever a customer sends a message containing it. By using Pabbly Chatflow, you ensure that your customers receive instant responses to their inquiries, making the booking process seamless.

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3. Setting Up the Chatbot Flow in Pabbly Chatflow

After setting up the trigger in Pabbly Chatflow, the next step is to define the chatbot’s flow. Start by adding a message list that greets customers and provides options for services. Drag and drop the ‘List’ option from the messages panel into your flow. using Pabbly Connect

In the list setup, enter the header as ‘Lux Salon’ and provide a brief introduction in the body. To enhance customer experience, create a section labeled ‘Select Service’ with options like haircut, hair color, and hairstyling. This setup allows customers to choose their desired service easily.

• Drag the ‘Set Custom Field’ action to save the selected service.
• Connect the custom field to store the customer’s service choice.
• Use the ‘Ask Question’ action to gather appointment details.

Utilizing Pabbly Chatflow, you can efficiently collect customer data such as appointment date, time, and personal details, ensuring all necessary information is captured for seamless booking.

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4. Confirming Appointments in Pabbly Chatflow

Once the customer has provided their details, the next step is to send a confirmation message using Pabbly Chatflow. This message should include the appointment details and an image of your salon. Drag the ‘Media’ content type into your flow to upload the salon image. using Pabbly Connect

After uploading the image, add a text message that confirms the appointment. Use contact custom fields to personalize the confirmation message with the customer’s name, selected service, date, and time. This personalized touch enhances customer satisfaction and professionalism.

Use the ‘Add Content’ button to include text and buttons in your message. Ensure the message contains all relevant appointment details.

With Pabbly Chatflow, you can automate the entire confirmation process, allowing customers to receive instant feedback on their bookings, which is crucial for maintaining a smooth operation in your salon.

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5. Testing Your Pabbly Chatflow Bot

After setting up your chatbot flow, it’s essential to test the entire system to ensure everything works as intended. Send a test message to your WhatsApp bot, such as ‘I want to book a haircut appointment.’ Observe how the bot responds and guides you through the booking process. using Pabbly Connect

Check for the following during your test:

Ensure the bot responds with the correct welcome message. Verify that the service selection and confirmation steps function correctly. Make sure all customer data is accurately recorded in Pabbly Chatflow.

Testing your Pabbly Chatflow bot is crucial for identifying any issues before going live. Once confirmed, you can confidently use your automated booking system to enhance customer engagement and streamline operations.

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Conclusion

In conclusion, using Pabbly Chatflow to automate hair salon appointment bookings via WhatsApp not only simplifies the booking process but also enhances customer interaction. By following the steps outlined in this tutorial, you can set up a fully functional chatbot that responds to customer inquiries and manages appointments efficiently. Start using Pabbly Chatflow today to transform your salon’s booking system!

Learn how to use Pabbly Connect to automatically track Google Lead Ads leads in Google Sheets with this 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 Ads Integration

To track Google Lead Ads leads automatically in Google Sheets, you need to use Pabbly Connect. Start by visiting the Pabbly Connect homepage by searching for ‘Pabbly.com/connect’. This platform will allow you to integrate Google Ads with Google Sheets seamlessly.

Once on the homepage, click on the ‘Sign Up Free’ button if you are a new user. Existing users should click on ‘Sign In’. After logging in, navigate to the Pabbly Apps window and select Pabbly Connect to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner. You will be prompted to choose between the new beta version or the classic version. Select the beta version for a modern experience.

• Click on ‘Create’ after naming your workflow, for example, ‘Track Google Lead Ads Leads Automatically in Google Sheets’.
• Select a folder to save your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After setting up your workflow, remember that you will need to establish triggers and actions to automate the process of capturing leads from Google Ads into Google Sheets using Pabbly Connect.

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3. Setting Up the Trigger with Google Ads

To begin the automation process, click on the ‘Add Trigger’ button in Pabbly Connect. Choose Google Ads as your trigger application and select ‘New Lead Form Entry’ as the event. Click on ‘Connect’ to proceed.

Once you click connect, a webhook URL will be generated. Copy this URL, as you will need it to connect your Google Ads account. Now, navigate to your Google Ads account to set up the lead form with this webhook URL.

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4. Configuring Google Ads for Webhook Integration

In your Google Ads account, create a test lead form by filling in the necessary fields such as business name, first name, last name, email, and company name. For the webhook integration, paste the copied webhook URL into the designated field.

• Ensure to click on ‘Send Test Data’ to verify that the webhook is set up correctly.
• You should receive a response in Pabbly Connect confirming the successful setup of your trigger.

After confirming that the trigger is working, you can move on to the next step of adding the action that will send the lead data to Google Sheets.

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5. Adding Action to Google Sheets

Now, in Pabbly Connect, click on the ‘Add Action’ button. Select Google Sheets as your action application and choose ‘Add New Row’ as the event. Click on ‘Connect’ to create a new connection.

Sign in to your Google account, allowing Pabbly Connect to access your Google Sheets. Once connected, select the spreadsheet where you want to store the leads and specify the sheet name. Then, map the fields from the Google Ads lead form to the corresponding columns in your Google Sheets.

Finally, click on ‘Save and Send Test Request’ to ensure that the data is being sent correctly. You should see the new lead data reflected in your Google Sheets, confirming that the integration is successful.

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Conclusion

In summary, using Pabbly Connect allows you to efficiently track Google Lead Ads leads automatically in Google Sheets. By following the steps outlined in this tutorial, you can ensure that every new lead captured through Google Ads is instantly recorded in your Google Sheets for easy access and organization.

Learn how to build your own AI assistant for telecom support using Pabbly Chatflow. Step-by-step guide to streamline customer service queries. 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

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1. Accessing Pabbly Chatflow to Build Your AI Assistant

To start building your AI assistant for telecom support, first access Pabbly Chatflow by navigating to the Pabbly website. Click on the ‘Sign Up Free’ button if you are a new user or ‘Sign In’ if you already have an account. This platform provides a user-friendly interface for creating AI assistants.

Once you are logged into your Pabbly Chatflow account, you will land on the dashboard. From here, you can access various applications, but today we will focus solely on creating an AI assistant. Click on the ‘Access Now’ button within the Pabbly Chatflow section to proceed.

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2. Creating Your AI Assistant in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI assistant. Click on the ‘AI Assistant’ option from the left sidebar. You will find an option to add a new AI assistant. Click on the ‘Add AI Assistant’ button to begin the setup process.

• Name your AI assistant appropriately, such as ‘Telecom Inquiry Assistant’.
• Follow the prompts to set up the assistant’s initial instructions and parameters.
• Ensure to specify the AI’s role and constraints for accurate responses.

After naming your AI assistant, you will be taken to a configuration page where you can input various settings and instructions. This includes defining the AI’s role and the type of responses it should generate, ensuring it is tailored specifically for telecom inquiries.

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3. Configuring Your AI Assistant Settings

In this step, you will configure the settings for your AI assistant within Pabbly Chatflow. Navigate to the ‘AI Instructions’ section where you can set the temperature for responses, which determines the creativity of the AI’s answers. A setting of 0.5 is recommended for balanced responses.

Additionally, you will need to select the AI model to use. For optimal performance, choose the GPT-4 mini model. After selecting the model, you will be prompted to enter your OpenAI API key, which you can obtain from your OpenAI account dashboard. This key is essential for the AI to function properly.

• Make sure to toggle on any additional settings such as header and footer messages.
• You can also set up a fallback message for instances when the AI cannot provide an answer.

Once all settings are configured, save your changes to ensure that your AI assistant is ready to respond to customer inquiries.

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4. Uploading Knowledge Source to Pabbly Chatflow

To enhance the performance of your AI assistant, you will need to upload a knowledge source. This file should contain information relevant to your telecom services, such as FAQs and service details. In Pabbly Chatflow, navigate to the knowledge source section and upload a text or PDF file that is less than 90 MB.

Ensure that your knowledge source is comprehensive and tailored to your business. This will allow your AI assistant to provide accurate and helpful responses to user inquiries. After uploading, confirm that the file has been processed successfully.

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5. Testing Your AI Assistant on Pabbly Chatflow

After your AI assistant is fully configured and the knowledge source is uploaded, it’s time to test its functionality. You can do this directly within Pabbly Chatflow by interacting with the assistant through a test chat. Send a message like ‘Hello’ to see if it responds correctly.

Continue to ask various questions related to telecom services, such as inquiries about prepaid plans or ongoing promotions. The AI assistant should provide instant and accurate responses based on the knowledge source you uploaded.

Once you are satisfied with the assistant’s performance, you can enable it for real users. This can be done through the settings menu, where you can activate AI auto-replies for your contacts. This feature allows your AI assistant to handle multiple inquiries simultaneously, enhancing customer service efficiency.

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, building an AI assistant for telecom support using Pabbly Chatflow can significantly streamline your customer service operations. By following the steps outlined in this tutorial, you can create an efficient AI assistant that responds to user inquiries promptly and accurately. Start your automation journey today with Pabbly Chatflow!

Learn how to automate pet appointment scheduling via WhatsApp using Pabbly Chatflow. Follow this detailed tutorial for step-by-step instructions. 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 Pet Appointment Scheduling

To automate pet appointment scheduling via WhatsApp, first, access Pabbly Chatflow by navigating to www.Pabbly.com/chatflow. This platform allows you to create a chatbot that interacts with users on WhatsApp.

Upon reaching the Pabbly Chatflow website, you will need to sign in or create a new account. If you’re a new user, signing up will grant you 100 free credits monthly. Once logged in, you will see the dashboard where you can manage your WhatsApp chatbot settings.

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2. Setting Up WhatsApp Integration in Pabbly Chatflow

After logging into Pabbly Chatflow, you need to connect your WhatsApp number. To do this, click on the ‘Add WhatsApp Number’ option on the dashboard. You can either connect via WhatsApp connect or use a manual token.

• Click on ‘Add WhatsApp Number’.
• Choose between WhatsApp connect or manual token.
• Follow the prompts to complete the connection.

Once your WhatsApp number is connected, you will be ready to start creating your appointment scheduling chatbot. This integration is crucial as it enables Pabbly Chatflow to send and receive messages through WhatsApp effectively.

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3. Creating the Chatbot in Pabbly Chatflow

To create the WhatsApp chatbot, navigate to the ‘Flows’ section in Pabbly Chatflow. Click on the ‘Add Flow’ button to start a new flow dedicated to pet appointment scheduling. Name it appropriately for easy identification.

In the flow builder, you will set a trigger for the chatbot. For this, select the ‘Keyword Regex Match’ option. Enter keywords such as ‘pet appointment’ and ‘grooming’ so the chatbot can respond appropriately to user inquiries.

• Select ‘Keyword Regex Match’ as the trigger.
• Input keywords for triggering the chatbot.
• Test the flow to ensure it activates correctly.

This setup allows Pabbly Chatflow to recognize when a user wants to book an appointment, initiating the conversation seamlessly.

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4. Configuring Chatbot Responses in Pabbly Chatflow

After setting up the trigger, the next step is to configure the responses from your chatbot. Drag and drop a message action into the flow and select the content type as ‘Text Button’. Here, you will enter the welcome message and options for booking an appointment.

For example, your welcome message could be: ‘Welcome to pet wellness! Ready to schedule your pet’s grooming or checkup appointment?’ Additionally, you can provide buttons for users to choose from, such as ‘Book Grooming’ and ‘Schedule Checkup’.

Input the welcome message in the text area. Add buttons for user interaction. Test the buttons to ensure they lead to the next step in the flow.

This configuration is essential as it allows Pabbly Chatflow to guide users through the appointment scheduling process efficiently.

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5. Finalizing the Appointment Scheduling Flow in Pabbly Chatflow

The final step is to complete the flow by adding questions for the user to fill out their pet’s details. You can ask for the pet’s age, preferred appointment date, and the owner’s name. Each question should be connected to a custom contact field to store the information.

Ensure to save your flow frequently to avoid losing any progress. Once you are satisfied with the flow, set it to ‘Active’ to start receiving messages and scheduling appointments.

Add questions to capture pet details. Connect each question to a custom contact field. Activate the flow to start scheduling appointments.

This finalization ensures that Pabbly Chatflow can effectively manage and respond to user queries, confirming appointments and enhancing customer satisfaction.

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Conclusion

In conclusion, automating pet appointment scheduling via WhatsApp using Pabbly Chatflow is a straightforward process. By following these steps, you can create an efficient chatbot that enhances customer interaction and streamlines appointment management. Start using Pabbly Chatflow today to transform your pet business operations!

Learn how to log Facebook ad leads in Airtable instantly using Pabbly Connect with this step-by-step tutorial. Automate your lead management today! 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

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1. Access Pabbly Connect to Start Your Integration

To log Facebook ad leads in Airtable instantly, the first step is to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. This will take you to the Pabbly Connect landing page where you can sign in or sign up for free.

Once on the landing page, existing users should click on the ‘Sign In’ button. For new users, click on ‘Sign Up for Free’ to get started. Pabbly Connect allows you to create powerful automations without any coding knowledge.

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2. Create a New Workflow in Pabbly Connect

After signing in, click on the ‘Create Workflow’ button. You will be prompted to select the workflow builder; choose the new one for a modern interface. Name your workflow as ‘Log Facebook Ad Leads in Airtable Instantly’ and select a folder for organization.

This is a crucial step because the workflow will consist of triggers and actions. Triggers initiate the process, while actions are the results. Click on the ‘Add Trigger’ button to begin setting up your integration.

• Select Facebook Lead Ads as the trigger application.
• Set the trigger event to ‘New Lead Instant’.
• Click on ‘Connect’ to establish the connection.

Once you’ve set up the trigger, you will be required to either select an existing connection or create a new one. Follow the prompts to connect your Facebook account to Pabbly Connect.

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3. Capturing Lead Details from Facebook Ads

With the connection established, you need to select the Facebook page and lead form associated with your ads. Choose your page, for example, ‘Digital Dynamics’, and the specific lead form you want to automate. using Pabbly Connect

Make sure to enable the ‘Simple Response’ option for easier data handling. Click on ‘Save and Send Test Request’ to initiate the process. Pabbly Connect will then wait for a webhook response from Facebook, which means you need to perform a test submission.

• Open the Meta for Developers site and navigate to the Lead Ads Testing Tool.
• Select your page and the lead form.
• Fill out the form with test lead details and submit.

After submission, Pabbly Connect should capture the webhook response containing the lead details, such as first name, last name, email, and phone number. This is a critical step for ensuring data flows correctly into Airtable.

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4. Adding Captured Leads to Airtable

Now that you have captured the lead details, it’s time to add them to Airtable using Pabbly Connect. Click on ‘Add New Action Step’ and search for Airtable as the action application. Choose the event ‘Create Record’ and click on ‘Connect’.

Similar to the trigger setup, you will need to connect your Airtable account. You can either select an existing connection or create a new one. When prompted, grant permissions for the specific base where you want to store the leads.

Select the base name where the leads will be added. Choose the table for lead details. Map the lead details from the previous step to the appropriate fields in Airtable.

Once you have mapped the fields correctly, click on ‘Save and Send Test Request’. Pabbly Connect will confirm that a new record has been successfully created in Airtable.

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5. Finalizing Your Automation

To ensure everything runs smoothly in real-time, delete any previous test leads in the Lead Ads Testing Tool and refresh the page. This allows you to create a new lead for testing purposes.

Fill out the form with new lead details and submit it. Once submitted, check your Airtable base to see if the new lead details have been automatically added. You should see the first name, last name, email, and phone number appear as expected.

This entire process is automated, meaning every time a new lead fills out the form, their details will be logged in Airtable without any manual intervention. With Pabbly Connect, you can streamline your lead management seamlessly.

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Conclusion

In this tutorial, we explored how to log Facebook ad leads in Airtable instantly using Pabbly Connect. This powerful integration allows you to automate your lead management process, saving you time and effort. Start using Pabbly Connect today to simplify your workflows!

Learn how to seamlessly integrate 99acres with Google Sheets using Pabbly Connect to automate lead management. Follow our step-by-step tutorial! 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 for Integration

To start adding leads from 99acres to Google Sheets, first, access Pabbly Connect. Open your browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect landing page. Here, you can sign in if you are an existing user or sign up for free to explore the platform.

Once you are logged in, you will see the dashboard where various applications are listed. Click on the ‘Access Now’ button under Pabbly Connect to proceed. This platform will facilitate the integration between 99acres and Google Sheets, allowing for seamless lead management.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. Select the new workflow builder for a modern interface.

• Enter a name for your workflow.
• Choose a folder to save your workflow.
• Click on the ‘Create’ button to open the workflow window.

This workflow window is crucial as it contains the trigger and action sections. The trigger initiates the workflow, while the action defines what happens next. With this setup, you’re ready to connect 99acres as your trigger application.

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3. Setting Up Trigger with 99acres

In the workflow window, click on the ‘Add Trigger’ button and search for 99acres. Select it as your trigger application. For the event, choose ‘New Leads’ and click on ‘Connect’. This will generate a webhook URL that you will need to configure in your 99acres account. using Pabbly Connect

• Copy the generated webhook URL.
• Contact your 99acres account manager to add this URL to your account.
• Once added, you will start receiving lead information automatically.

After setting up the webhook, capture the web response to see the lead details, such as first name, last name, phone number, area, and email address. This data will be crucial for the next step where you add these details into Google Sheets.

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4. Adding Leads to Google Sheets via Pabbly Connect

Now that you have captured the lead details, it’s time to add them to Google Sheets. Click on the ‘Add New Action’ step and search for Google Sheets. Select it and choose the action event as ‘Add New Row’. Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect.

Select an existing connection or create a new one by signing in with Google. Choose the spreadsheet where you want to store the leads. Select the specific sheet (e.g., Sheet1) for the data entry.

Next, map the lead details from the previous step into the corresponding fields in Google Sheets. This mapping process ensures that whenever a new lead comes in, the information is dynamically updated in your spreadsheet. Click on ‘Save and Send Test Request’ to verify that the integration works correctly.

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5. Conclusion: Automate Your Lead Management

By following these steps, you can successfully automate the process of adding leads from 99acres to Google Sheets using Pabbly Connect. This integration eliminates the need for manual data entry, allowing you to focus on other important aspects of your real estate business.

Now, whenever a new lead is generated on 99acres, it will automatically appear in your Google Sheets in real-time. This setup not only saves time but also ensures that you never miss out on potential clients. Start using Pabbly Connect today to enhance your lead management process!

Learn how to automate refund queries using Pabbly Chatflow. This step-by-step guide covers integration with YouTube, Gmail, and more. 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

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1. Accessing Pabbly Chatflow to Handle Refund Queries

To automate refund queries efficiently, start by accessing Pabbly Chatflow. Open your browser and navigate to the Pabbly Chatflow landing page by entering Pabbly.com/chatflow. This platform serves as the central hub for creating your AI assistant.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on Sign Up for Free to receive 100 free credits monthly. Existing users should click on Sign In to access their accounts and begin using Pabbly Chatflow.

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2. Creating Your AI Assistant in Pabbly Chatflow

After signing in, you will land on the Pabbly Chatflow dashboard. To create your AI assistant, navigate to the left sidebar and locate the AI Assistant feature. Click on it, and then select the Add Assistant button.

• Name your assistant (e.g., Customer Support Agent).
• Choose a pre-built example or create a custom prompt.
• Set the temperature for the AI’s response creativity.

By selecting a pre-built example like Customer Support Agent, Pabbly Chatflow automatically populates the necessary instructions. Adjust the temperature slider to control the creativity of responses, which can be set between 0 (focused) and 1 (creative).

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3. Configuring AI Settings in Pabbly Chatflow

In this step, you will configure important settings for your AI assistant within Pabbly Chatflow. After naming your assistant, you will see options for AI settings, including adding a header or footer message. You can input a maximum of 60 characters for these messages.

• Specify stop keywords for manual intervention.
• Set the number of retry attempts if the AI fails to respond.
• Provide a fallback message for emergency situations.

These configurations ensure that your AI assistant can handle various user queries effectively. For instance, if a user types a stop keyword, the conversation will be directed for manual review, enhancing customer service through Pabbly Chatflow.

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4. Uploading Knowledge Source for Accurate Responses

To enable your AI assistant to respond accurately to refund queries, you must upload a knowledge source. Within Pabbly Chatflow, create a Google Doc containing your business’s relevant information, then save it as a TXT or PDF file.

Choose a file format (preferably TXT for unlimited pages). Upload the file by clicking on Choose a File. Ensure the knowledge source contains accurate FAQs and policies.

Once uploaded, your AI assistant will utilize this knowledge base to provide precise answers to customer queries regarding refunds and other policies, making Pabbly Chatflow an essential tool in your customer service strategy.

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5. Testing and Activating Your AI Assistant

After configuring your AI assistant and uploading the knowledge source, it’s time to test and activate it. In Pabbly Chatflow, ensure that the assistant is enabled by toggling the activation switch and clicking Save AI Assistant.

To test your AI assistant, initiate a conversation by typing a message like ‘Hey’. The assistant should respond promptly, demonstrating its ability to handle refund queries. For further testing, ask specific questions regarding refunds, such as ‘What if I paid through UPI?’ and observe the accuracy of the responses generated by your AI assistant.

With your assistant fully operational, you can now automate responses to refund queries, enhancing customer satisfaction and streamlining your support process through Pabbly Chatflow.

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Conclusion

In conclusion, using Pabbly Chatflow to handle refund queries can significantly improve your customer service efficiency. By creating an AI assistant and configuring it with a knowledge base, you can automate responses and provide accurate information to your customers quickly. Implementing these steps will allow your business to manage refund queries easily and effectively.