Author: Rudra Sisodiya

Learn how to integrate Google Sheets with ActiveCampaign using Pabbly Connect for targeted follow-ups on survey results. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Integration

To start sending survey results from Google Sheets to ActiveCampaign, you need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser’s address bar. This will take you to the Pabbly Connect landing page.

On the landing page, you will see two options: ‘Sign In’ and ‘Sign Up Free’. If you are new to Pabbly Connect, click on ‘Sign Up Free’ to create an account. Once signed up, you will receive 100 free tasks to use for automation. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to choose a workflow builder. Select the ‘Beta’ workflow builder for a modern and flexible experience.

• Click on the ‘Select’ button after choosing the Beta builder.
• Name your workflow, for example, ‘Send Survey Details from Google Sheets to ActiveCampaign’.
• Select a folder for your workflow and click on the ‘Create’ button.

After creating the workflow, you will see a prompt indicating that the workflow was created successfully. Now, you can begin adding triggers and actions to automate the process.

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3. Setting Up Google Sheets as a Trigger

Next, set up Google Sheets as the trigger application in Pabbly Connect. Click on the ‘Add Trigger’ button and search for Google Sheets. Select it as your trigger app.

For the event, choose ‘New or Updated Row’. Click on the ‘Connect’ button to build the connection. You will be provided with a webhook URL that you need to paste into Google Sheets to establish the link between the two applications.

• Go to your Google Sheets, click on ‘Extensions’, and then select ‘Add-ons’.
• Search for the Pabbly Connect Webhook and install it.
• After installation, select the Pabbly Connect Webhook option and set up the initial configuration by pasting the webhook URL.

Finally, specify the trigger column (which is usually the last column containing data) and submit the setup. You can now send test data to ensure the connection is working properly.

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4. Configuring ActiveCampaign as the Action Step

After successfully setting up Google Sheets, the next step is to configure ActiveCampaign as the action application in Pabbly Connect. Click on the ‘Add New Action Step’ button and search for ActiveCampaign. Select it as your action app.

For the action event, choose ‘Create a Contact’. Click on the ‘Connect’ button to establish the connection. You will need to input your ActiveCampaign API URL and key, which you can find in your ActiveCampaign account settings under the ‘Developers’ section.

Copy the API URL without the protocol and paste it into Pabbly Connect. Copy the API key from ActiveCampaign and paste it into Pabbly Connect. Click ‘Save’ to finalize the connection.

Now you can map the fields from Google Sheets to ActiveCampaign, ensuring that all relevant data is transferred correctly.

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5. Testing the Integration for Success

The final step is to test the integration between Google Sheets and ActiveCampaign using Pabbly Connect. After mapping all necessary fields, click on the ‘Save and Send Test Request’ button to send a test contact to ActiveCampaign.

Check your ActiveCampaign account to verify that the contact was created successfully with the details from Google Sheets. You should see the new contact listed with the information you provided in the survey form.

This successful integration allows you to automate the process of sending survey results from Google Sheets directly to ActiveCampaign, enabling targeted follow-ups with ease.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send survey results from Google Sheets to ActiveCampaign for effective targeted follow-ups. By following these steps, you can streamline your workflow and enhance your business automation.

Learn how to automate product inquiries for retail stores on WhatsApp using Pabbly Chatflow. Follow this detailed tutorial for step-by-step instructions. Master conversational marketing with practical techniques for creating chatbots that engage visitors at exactly the right moment in their journey.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To automate product inquiries for retail stores via WhatsApp, start by accessing Pabbly Chatflow. Visit the official page by typing ‘Pabbly.com/chatflow’ in your browser. This platform is designed to help you create WhatsApp chatbots without any coding skills.

Once on the Pabbly Chatflow homepage, you can either sign up for a new account or log in if you are an existing user. New users can take advantage of 100 free credits to explore the features. Once logged in, you will be directed to the dashboard where you can manage your WhatsApp numbers and chat flows.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After logging into Pabbly Chatflow, the next step is to create your WhatsApp chatbot. Click on the ‘+ Add Flow’ button to start. You will need to name your flow; for example, you could name it ‘Automate Product Inquiry for Retail Stores via WhatsApp’.

• Click on the ‘+ Add Flow’ button.
• Enter the flow name.
• Select your trigger event, such as ‘Keyword’.

Once your flow is created, you can start adding messages and actions. The first message can be a welcome message, such as ‘Welcome to Spark Retail Store! How can I assist you with product inquiries today?’ Connect this message to your flow by dragging a line from the starting point to this message.

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3. Setting Up Inquiry Options in Pabbly Chatflow

After the welcome message, you need to provide options for users to choose from. For instance, you can add buttons for ‘Browse Products’ and ‘Pricing Details’. This will allow users to navigate your offerings easily. using Pabbly Connect

• Add buttons for ‘Browse Products’ and ‘Pricing Details’.
• Connect these buttons to their respective responses.

When a user selects ‘Browse Products’, your bot should respond with a list of product categories, such as electronics and clothing. This interaction is crucial for guiding users through their inquiries effectively.

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4. Collecting User Information with Pabbly Chatflow

Once the user selects a product category, the next step is to collect their information. The bot should prompt the user to share their full name and contact number. This information is essential for processing orders.

To collect this information, use the ‘Ask a Question’ action in Pabbly Chatflow. For example, you can ask, ‘Please share your name so I can place the order for you.’ After collecting the name, follow up with another question for the contact number.

Ask for the user’s full name. Follow up with a request for their contact number.

This step ensures that you have all the necessary details to confirm orders and provide personalized service.

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5. Finalizing Orders and Confirmation in Pabbly Chatflow

After collecting user information, the final step is to confirm the order. Use a message like ‘Thank you for sharing your details. Here’s a summary of your order.’ Include buttons for users to confirm or change their order.

When the user clicks ‘Yes, confirm order’, your bot can respond with a confirmation message. If they choose ‘No, change product’, redirect them back to the product categories. This flow ensures a seamless user experience.

Provide a summary of the user’s order. Include buttons for confirming or changing the order.

By implementing this workflow in Pabbly Chatflow, you can automate product inquiries effectively, providing instant responses to your customers.

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Conclusion

In this tutorial, we explored how to automate product inquiries for retail stores using Pabbly Chatflow. By setting up a WhatsApp chatbot, you can streamline customer interactions, collect essential information, and enhance the shopping experience. Start using Pabbly Chatflow today to create your automated solutions!

Learn how to sync Facebook leads to Odoo CRM automatically using Pabbly Connect with this detailed 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 Integration

To sync Facebook leads to Odoo CRM automatically, the first step is accessing Pabbly Connect. Open your web browser and navigate to the Pabbly Connect landing page by typing ‘Pabbly.com/connect’. This platform serves as the central hub for integrating various applications.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create your account and receive free tasks each month. Existing users should click on ‘Sign In’ to access their accounts. After signing in, click on ‘Access Now’ to enter your Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new or classic workflow builder. For a modern experience, select the new workflow builder. using Pabbly Connect

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

Once created, you’ll be directed to the workflow window where you can set up triggers and actions. Triggers initiate the workflow, while actions define what happens next. Click on ‘Add Trigger’ to begin setting up your automation.

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3. Setting Up the Trigger for Facebook Leads

In the trigger settings, search for and select ‘Facebook Lead Ads’. For the trigger event, choose ‘New Lead Instant’ and click on ‘Connect’. You will then have the option to add a new connection or select an existing one. If you haven’t set up a connection yet, click on ‘Add a New Connection’. using Pabbly Connect

Next, you will be prompted to connect your Facebook Lead Ads account. Click on ‘Connect with Facebook Lead Ads’ and follow the prompts to log in. After logging in, select the Facebook page and lead form you wish to automate. Ensure you toggle on the ‘Simple Response’ option for easier data handling.

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4. Configuring the Action to Create a Lead in Odoo CRM

After setting up the trigger, click on ‘Add New Action Step’ and search for ‘Odoo’. Select ‘Create Lead’ as the action event and click on ‘Connect’. Similar to the previous step, you can either select an existing connection or create a new one. For a new connection, provide your Odoo domain, database name, email address, and API key.

• Copy the full URL of your Odoo account and enter it as the domain.
• Access your Odoo profile to find the database name.
• Generate a new API key in Odoo and enter it in Pabbly Connect.

After entering all necessary details, click on ‘Save’. This establishes a connection between Pabbly Connect and Odoo, allowing automatic lead creation from Facebook leads.

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5. Testing the Integration Workflow

With the workflow set up, it’s time to test the integration. To do this, you need to create a test lead using the Facebook Lead Ads testing tool. Ensure you delete any previous test leads to avoid conflicts. Fill out the lead form with required details and submit it. using Pabbly Connect

Upon submission, return to Pabbly Connect and check if the test lead has been captured. You should see the details of the new lead reflected in your Odoo CRM under the leads section. This confirms that the integration is functioning as intended, automatically syncing leads from Facebook to Odoo CRM.

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Conclusion

In this tutorial, we have demonstrated how to sync Facebook leads to Odoo CRM automatically using Pabbly Connect. By following the steps outlined, you can efficiently automate your lead management process, ensuring your sales team has immediate access to new leads. Try this powerful integration today to enhance your business operations.

Learn how to automate service inquiries for car dealerships using Pabbly Chatflow and WhatsApp. Step-by-step tutorial for effective integration. 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 for WhatsApp Integration

To automate service inquiries for car dealerships via WhatsApp, start by accessing Pabbly Chatflow. Open your web browser and navigate to www.Pabbly.com/chatflow. This platform is essential for creating a WhatsApp chatbot that will handle customer queries efficiently.

Once on the Pabbly Chatflow page, sign in to your account. If you’re a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free credits monthly. After logging in, you will be directed to the dashboard where you can manage your WhatsApp integration.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After logging in to Pabbly Chatflow, the next step is to create a new flow for your WhatsApp chatbot. Click on the ‘Flows’ option in the left sidebar and then select ‘Add Flow’. This will allow you to start building your chatbot specifically for handling service inquiries.

• Name your flow as ‘Automate Service Inquiries for Car Dealerships via WhatsApp’.
• Set the trigger for your chatbot using ‘Keyword Regex Match’.
• Input keywords such as ‘car’ and ‘service’ to activate the flow.

With these settings, your WhatsApp chatbot will respond whenever users send messages containing these keywords. This step is crucial for ensuring that inquiries are directed to your automated system.

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3. Designing Responses in Pabbly Chatflow

Now that your chatbot is set up to trigger based on specific keywords, you need to design the responses. In your flow, drag and drop the ‘Choose Content Type’ option and select ‘Text Plus Button’. This allows you to create interactive responses for users. using Pabbly Connect

For the welcome message, you can type: ‘Welcome to CarEase! I can help you with car service information and booking appointments.’ To enhance user interaction, add buttons such as ‘Service Pricing’ and ‘Book Service’. This setup encourages users to engage further with your chatbot.

• For the ‘Service Pricing’ button, prepare a list of services like oil change, tire replacement, and full service.
• For the ‘Book Service’ button, ask users for their name, car model, and preferred service date.

This structured approach helps in guiding users through their inquiries seamlessly, making the process efficient for both the dealership and the customers.

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4. Implementing User Questions in Pabbly Chatflow

To further enhance user interaction, you can implement a question-asking feature within your chatbot. After the user clicks ‘Book Service’, drag and drop the ‘Ask Question’ action from the left sidebar into your flow. This will prompt the user for their name, car model, and service date. using Pabbly Connect

Make sure to create custom fields for these inputs. For example, select ‘Full Name’ as a contact custom field and set the format as text. This allows you to capture the details provided by the user and personalize future interactions.

Ask for the user’s name first and save it using the custom field. Next, inquire about the car model and preferred date, saving these details in their respective custom fields.

By capturing this information, you can send personalized messages like, ‘Thank you for sharing your details, [User’s Name]. Our team will reach out to confirm your booking.’ This adds a personal touch to your automated responses.

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5. Finalizing and Testing Your Chatbot on Pabbly Chatflow

Once you have designed the chatbot flow, it’s essential to save your work. Click on the ‘Save’ button to ensure all your configurations are stored. After saving, you can test your chatbot by sending a message via WhatsApp to check if the flow is functioning as intended.

For testing, send a message like ‘I want to book a car service.’ If everything is set up correctly, you should receive the welcome message followed by the options for service pricing and booking. Ensure that your flow is active to receive messages from users.

Check that the welcome message is displayed correctly. Verify that buttons lead to the appropriate responses.

By following these steps, you will have successfully automated service inquiries for your car dealership via WhatsApp using Pabbly Chatflow. This automation will save time and improve customer satisfaction.

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Conclusion

In conclusion, automating service inquiries for car dealerships via WhatsApp using Pabbly Chatflow streamlines customer interactions and enhances efficiency. By following the detailed steps outlined, you can create a functional and engaging chatbot that meets your business needs.

Learn how to automatically push Kit leads to GoHighLevel using Pabbly Connect. This step-by-step guide simplifies your lead management process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To push Kit leads to GoHighLevel automatically, the first step is accessing Pabbly Connect. You can do this by entering the URL Pabbly.com/connect in your browser. This platform will facilitate the integration process between Kit and GoHighLevel.

Once you reach the Pabbly Connect landing page, you’ll 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. If you already have an account, simply log in.

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2. Creating Your Workflow in Pabbly Connect

After logging in to Pabbly Connect, you will be directed to the dashboard. Here, you can create a new workflow to integrate Kit and GoHighLevel. Click on the ‘Create Workflow’ button to initiate the setup.

• Select the ‘Beta’ workflow builder for a modern experience.
• Name your workflow, e.g., ‘PushKit Subscribers to GoHighLevel’.
• Choose a folder to save your workflow, then click ‘Create’.

Once your workflow is created, you will see an option to add a trigger. In this case, the trigger will be set to Kit, which will initiate the workflow whenever a new subscriber is added.

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3. Setting Up the Trigger for Kit

In Pabbly Connect, after clicking the ‘Add Trigger’ button, search for and select ‘Kit’. Choose the event as ‘New Subscriber’ to set the trigger. This means that every time a new subscriber is added in Kit, it will trigger the workflow.

Next, you will need to connect your Kit account. Click on the ‘Connect’ button and either select an existing connection or create a new one by clicking ‘Add New Connection’. You will be prompted to enter your API key and secret from your Kit account.

• Navigate to your Kit account and find the ‘Developer’ section in account settings.
• Copy the API key and secret, then paste them into Pabbly Connect.

After saving the connection, click ‘Save and Send Test Request’ to ensure the trigger is functioning correctly. This step is crucial as it verifies that Pabbly Connect is receiving data from Kit.

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4. Setting Up the Action for GoHighLevel

Once the trigger is confirmed, the next step in Pabbly Connect is to set up the action app, which will be GoHighLevel. Click on ‘Add New Action Step’ and search for ‘Lead Connector White Label’—this is the API version of GoHighLevel.

Select the action event as ‘Create Contact’. Similar to the trigger setup, you will need to connect your Lead Connector account. Click on the ‘Connect’ button and allow access to your GoHighLevel account.

Choose the correct account to connect with. Map the fields from the Kit trigger to the GoHighLevel action fields.

This mapping ensures that the data from Kit (like first name, last name, email, and phone number) is correctly inserted into the new contact created in GoHighLevel. Finally, click ‘Save and Send Test Request’ to confirm that the integration is working as expected.

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5. Verifying Your Integration

To verify the successful integration using Pabbly Connect, check your GoHighLevel account for the new contact created from the test submission. Navigate to the ‘Contacts’ section to see if the subscriber appears with the details you provided.

If everything is set up correctly, you should see the new contact reflecting the information from the Kit subscriber form. This confirms that your automation is functioning as intended, allowing you to push Kit leads to GoHighLevel seamlessly.

By following these steps, you can automate the process of adding subscribers to GoHighLevel, reducing manual work and enhancing efficiency in managing your leads.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically push Kit leads to GoHighLevel. By following the detailed steps outlined, you can streamline your lead management process and enhance your business operations.

Learn how to automate your Facebook and Instagram posts using Pabbly Connect with this step-by-step tutorial. Integrate Google Sheets and OpenAI seamlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate your Facebook and Instagram posts, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. This platform allows you to create workflows that integrate various applications seamlessly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows. Click on the ‘Create Workflow’ button to begin setting up your automation process.

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2. Creating a Workflow for Google Sheets Integration

After accessing Pabbly Connect, you need to create a workflow that connects Google Sheets with your social media accounts. Select the option to create a new workflow and give it a descriptive name, such as ‘Automate Facebook and Instagram Posts with AI’.

Next, choose Google Sheets as your trigger application and select the event as ‘New or Updated Spreadsheet Row’. This action will trigger the workflow whenever new data is added to your Google Sheet. Follow these steps:

• Select Google Sheets as the trigger app.
• Choose the specific event for triggering.
• Connect your Google Sheets account to Pabbly Connect.

Once connected, you will see a webhook URL generated by Pabbly Connect. Copy this URL and follow the instructions to set it up in your Google Sheets account.

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3. Setting Up the Webhook in Google Sheets

Now that you have the webhook URL from Pabbly Connect, you need to set it up in your Google Sheets. Open your Google Sheets document and install the Pabbly Connect add-on. This allows you to send data from your sheet to Pabbly.

After installing, navigate to the add-ons menu and select Pabbly Connect. Set up the webhook by pasting the URL you copied earlier. Make sure to configure the trigger column so that new data entries will send their information to Pabbly Connect.

• Open Google Sheets and go to Add-ons.
• Select Pabbly Connect and configure the webhook.
• Map the trigger column correctly.

After this setup, every time you add a new post idea in your Google Sheet, it will automatically trigger the workflow in Pabbly Connect.

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4. Integrating OpenAI for Content Generation

The next step involves using OpenAI within Pabbly Connect to generate captions and images for your posts. Add an action step in your workflow and select OpenAI as the application. Choose the event as ‘Generate Text’.

Connect your OpenAI account by entering the API key. Then, provide the necessary prompts for generating relevant content based on the data from your Google Sheet. Ensure you map the fields from your trigger step to the action fields in OpenAI.

Select OpenAI as the action application. Enter your OpenAI API key for authentication. Map the data fields from Google Sheets to OpenAI prompts.

This integration allows you to automatically generate engaging captions and images for your social media posts based on the content you provide.

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5. Posting to Facebook and Instagram

Finally, you will set up actions to post the generated content to both Facebook and Instagram using Pabbly Connect. First, add an action step for Facebook and select the event ‘Create Photo Post’. Connect your Facebook account and choose the page where you want to post.

Map the data from the OpenAI action to the Facebook post fields, including the image URL and caption. Repeat this process for Instagram by adding another action step for Instagram and selecting the same fields to map.

Add Facebook as an action application. Map the image and caption fields properly. Repeat the process for Instagram.

Once this is set up, every time you add a new post idea in Google Sheets, it will trigger the workflow to create posts on both Facebook and Instagram automatically.

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Conclusion

By following this detailed tutorial, you can automate your Facebook and Instagram posts using Pabbly Connect effectively. This integration not only saves time but also enhances your social media presence with AI-generated content.

Learn how to automate e-book delivery using Pabbly Connect with Razorpay payments. Follow this step-by-step tutorial 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 to Start Automation

To automate e-book delivery after a Razorpay payment, the first step is to access Pabbly Connect. Visit the Pabbly Connect landing page through the link provided in the video description. You’ll find options to either sign in or sign up for free.

New users can click on ‘Sign up for free’ and receive 100 hours of free usage each month. Existing users should click on ‘Sign in’ to access their dashboard. Once logged in, you will be ready to create your workflow for automating e-book delivery.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, the next step is to create a new workflow. Click on ‘Create Workflow’ and choose the ‘New Workflow Builder’ for a modern interface. Name your workflow and select a folder to save it in.

• Click on ‘Create’ to open the workflow window.
• This window contains the trigger and action sections essential for automation.

In the workflow window, you will set up triggers that initiate the process and actions that execute results. This is where Pabbly Connect truly shines, allowing seamless integration between Razorpay and your e-book delivery system.

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3. Setting Up Razorpay as a Trigger in Pabbly Connect

To set up Razorpay as the trigger application, click on ‘Add Trigger’ and search for Razorpay. Select it and choose ‘Payment Captured’ as the trigger event. Click on ‘Connect’ to create a connection between Razorpay and Pabbly Connect.

You will receive a webhook URL from Pabbly Connect. Copy this URL and navigate to your Razorpay account. Go to the ‘Developers’ section and select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL. For active events, select ‘Payment Captured’ to match the trigger event.

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4. Adding Filtering Conditions in Pabbly Connect

After successfully connecting Razorpay, the next step in Pabbly Connect is to add filtering conditions. This ensures that the e-book is only sent for specific courses. Click on ‘Add New Action Step’ and select ‘Filter’ from the action applications.

• Set the filter type to ‘Equals to’ and specify the course name.
• Click ‘Save and Send Test Request’ to confirm the filter condition.

If the condition is true, the workflow proceeds to send the e-book. This feature of Pabbly Connect allows for precise automation tailored to your business needs.

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5. Sending the E-book via Gmail in Pabbly Connect

Once the filter condition is met, the final step is to send the e-book via Gmail. Select ‘Gmail’ as the action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ and sign in with your Google account to establish a connection with Pabbly Connect.

Fill in the required fields, including the sender’s name and email address. For the recipient’s email, use the mapping feature to dynamically insert the customer’s email address. Finally, add the e-book URL and any desired email content. Click ‘Save and Send Test Request’ to complete the setup.

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Conclusion

By following this tutorial, you can successfully automate e-book delivery through Pabbly Connect and Razorpay. This integration not only streamlines your operations but also enhances customer satisfaction by delivering e-books instantly upon payment. Start using Pabbly Connect today to simplify your e-commerce processes.

Learn how to automate sending customer feedback surveys after payments via Insta Mojo using Pabbly Connect. Step-by-step guide with clear instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate the process of sending customer feedback surveys after payments via Insta Mojo, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or creating a new account. This will allow you to manage your automation workflows efficiently.

Once logged in, navigate to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin setting up your automation. Ensure you provide a meaningful name for your workflow, such as ‘Customer Feedback Survey After Payment via Insta Mojo’. This helps in organizing your tasks effectively.

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2. Setting Up Insta Mojo Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Choose Insta Mojo as your trigger application and select the event as ‘Successful Payment’. This event will initiate the workflow whenever a new payment is received.

• Select ‘Insta Mojo’ as your trigger application.
• Choose the event type as ‘Successful Payment’.
• Copy the generated webhook URL for the next step.

After copying the webhook URL, you need to paste it into your Insta Mojo dashboard. This connects your Insta Mojo account with Pabbly Connect, allowing it to receive payment notifications automatically.

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3. Configuring Insta Mojo with Webhook

Now that you have the webhook URL from Pabbly Connect, it’s time to configure your Insta Mojo account. Go to the dashboard and select the ‘Smart Page’ option under the manage section. Here, you can edit the product page where you want to integrate the webhook.

• Select the product page you want to edit.
• Go to ‘Page Settings’ and find the Webhook option.
• Paste the copied webhook URL and save the changes.

After saving the settings, your Insta Mojo account is now connected to Pabbly Connect. This means that whenever a payment is made, the details will be sent to Pabbly Connect, triggering the next action in your workflow.

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4. Sending Feedback Survey Email via Gmail

After the payment is confirmed, the next step is to send a feedback survey email to the customer using Gmail integrated with Pabbly Connect. In the action setup, select Gmail as your action application and choose the event ‘Send Email’.

Connect your Gmail account to Pabbly Connect. Map the email fields, including recipient email and subject. Draft the email content inviting customers to fill out the feedback survey.

Make sure to include a link to the feedback survey created using Google Forms. This ensures that customers can easily access the survey and provide their valuable feedback after their purchase.

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5. Testing and Finalizing Your Workflow

Once you have set up the action for sending an email, it’s crucial to test your workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to verify that everything is working as expected. This will simulate the process and check if the email is sent correctly.

After testing, you should receive a confirmation email at the specified recipient’s address. This email will include the feedback survey link, confirming that your automation is working flawlessly. If everything is successful, you can finalize and activate your workflow in Pabbly Connect.

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Conclusion

In conclusion, using Pabbly Connect to automate sending customer feedback surveys after payments via Insta Mojo is a powerful way to enhance customer engagement. By following the steps outlined in this tutorial, you can streamline the feedback collection process and ensure valuable insights from your customers.

Learn how to automate Gmail notifications for Ninja Forms submissions 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. Access Pabbly Connect for Integration

To trigger Gmail notifications from Ninja Forms submissions, start by accessing Pabbly Connect. This platform allows you to automate workflows effortlessly. Navigate to the Pabbly Connect website and sign up or log in to your account.

Once you are on the dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button, then select the new beta builder. Name your workflow something meaningful, like ‘Gmail Notification from Ninja Form Submission’. Finally, click on ‘Create’ to proceed with the setup.

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2. Set Up Trigger for Ninja Forms Submissions

In this step, you will set up the trigger for your Ninja Forms submissions using Pabbly Connect. Click on ‘Add Trigger’ and choose Ninja Forms as your application. Then, select the event as ‘New Form Submission’ to capture the leads effectively.

• Select ‘Ninja Forms’ as the app.
• Choose ‘New Form Submission’ as the event.
• Copy the webhook URL generated by Pabbly Connect.

Next, you will need to connect this webhook URL to your Ninja Forms setup in WordPress. This allows Pabbly Connect to receive data whenever a form is submitted. Go to the Ninja Forms dashboard in your WordPress account and paste the webhook URL into the appropriate field.

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3. Configure Ninja Forms with Webhook URL

After setting up the webhook, return to your Ninja Forms dashboard. Here, you need to edit the form you want to connect. In the form settings, look for the action settings and add a new action.

• Select ‘Webhook’ as the action type.
• Paste the copied webhook URL in the URL field.
• Set the method to POST.

Make sure to map the necessary fields such as name, email address, phone number, inquiry type, and best time to call. This ensures that all relevant data is sent to Pabbly Connect for processing.

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4. Set Up Gmail Action for Notifications

With the Ninja Forms submissions connected, it’s time to set up the action that will send notifications through Gmail using Pabbly Connect. Click on ‘Add Action Step’ and select Gmail as your application. Choose the event as ‘Send Email’ to configure the email notification.

Connect your Gmail account by selecting ‘Add New Connection’. Once connected, you will need to map the fields from the previous step. For example, map the recipient email address to the email captured from the form submission. You can customize the email subject and content to include relevant details from the submission.

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5. Test and Finalize Your Workflow

After configuring the Gmail action, it’s essential to test the workflow to ensure everything is working correctly with Pabbly Connect. Submit a test entry through your Ninja Form and check if the email notification is sent to the designated email address.

If everything is set up correctly, you should receive a personalized email notification containing the lead’s details. This confirms that your integration is successful, allowing you to automate notifications without manual effort.

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Conclusion

By following these steps, you can seamlessly trigger Gmail notifications from Ninja Forms submissions using Pabbly Connect. This automation saves time and ensures prompt responses to new inquiries, enhancing your workflow efficiency.

Learn how to automate sending property listings to Housing.com leads via WhatsApp using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send property listings automatically to Housing.com leads via WhatsApp, you first need to access Pabbly Connect. Start by navigating to the Pabbly website by typing pabby.com into your browser.

Once on the site, sign in to your Pabbly account. If you’re a new user, you can sign up for free to get started. After logging in, you will reach the Pabbly dashboard where you can access all applications including Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow to automate sending property listings. Click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow. For this integration, name it ‘Send Property Listings Automatically to Housing.com Leads via WhatsApp’.

• Select the folder for your workflow, such as ‘WhatsApp Automation’.
• Choose the new beta workflow builder for a more flexible experience.

After creating your workflow, you will need to set up the trigger application. This will be Housing.com, which will initiate the workflow whenever a new lead is captured.

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3. Setting Housing.com as the Trigger Application

To set Housing.com as the trigger application in Pabbly Connect, select it from the options provided. The trigger event you need to choose is ‘New Leads’. This event will activate the workflow each time a new lead is generated from Housing.com.

Next, you will receive a webhook URL that acts as a bridge between Housing.com and Pabbly Connect. Make sure to copy this URL and configure it in your Housing.com account. You may need to contact your Housing.com account manager to activate this integration.

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4. Setting Up WhatsApp Cloud API as the Action Application

Now that your trigger is set, the next step is to configure the action application, which will be the WhatsApp Cloud API. In Pabbly Connect, click on ‘Add New Action Step’ and search for WhatsApp Cloud API. Select it and choose the action event ‘Send Template Message’.

• Connect your WhatsApp Cloud API by entering your token, phone number ID, and WhatsApp business account ID.
• Use the mapping feature to dynamically pull in the lead’s phone number and name from the previous response.

After entering all necessary details, save and test the connection to ensure everything works correctly.

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5. Executing the Workflow and Sending Messages

Once your action application is configured, it’s time to execute the workflow. Click on ‘Save and Send Test Request’ to initiate the process. If everything is set up correctly, you will receive a WhatsApp message on the specified number with the property listing details.

This message will include custom variables such as the name of the lead, ensuring a personalized touch. This entire process demonstrates how effectively Pabbly Connect automates sending property listings to leads captured from Housing.com via WhatsApp.

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Conclusion

This tutorial showcased how to use Pabbly Connect to automate sending property listings to Housing.com leads via WhatsApp. By following the steps outlined, you can streamline your lead communication process efficiently.