Author: Rudra Sisodiya

Learn to create an AI assistant for digital marketing agencies using Pabbly Chatflow. Step-by-step integration with YouTube and WhatsApp for automated responses. 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. Access Pabbly Chatflow for Your AI Assistant

To build an AI assistant for digital marketing agencies, you first need to access Pabbly Chatflow. Start by visiting the landing page of Pabbly Chatflow by typing ‘Pabbly.com/chatflow’ in your browser. This powerful platform allows you to create automated responses for user queries on WhatsApp.

Once on the Pabbly Chatflow landing page, you have two options: sign in or sign up for free. If you are a new user, click on ‘sign up for free’ to receive 100 credits every month. Existing users can click on ‘sign in’ to access their dashboard where all Pabbly applications are displayed.

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2. Adding Your WhatsApp Number in Pabbly Chatflow

To create your AI assistant, the next step is to add your WhatsApp number in Pabbly Chatflow. On the dashboard, look for the ‘add WhatsApp number’ button. You will find two methods: WhatsApp connect and manual token connect. Choose one method that suits you best.

• Click on ‘add WhatsApp number’.
• Select either WhatsApp connect or manual token connect.
• Follow the prompts to successfully add your number.

Once your WhatsApp number is added, you can proceed to create your AI assistant. This step is crucial as it connects your automated responses directly to your WhatsApp account, allowing for seamless communication.

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3. Creating Your AI Assistant in Pabbly Chatflow

Now that you have added your WhatsApp number, it’s time to create your AI assistant using Pabbly Chatflow. Navigate to the AI assistant feature on the left side of your dashboard. Click on the ‘add assistant’ button to start the setup process. Here, you will be prompted to provide AI instructions.

For this, you can either choose a custom prompt or select from pre-built examples like AI agent or customer support agent. Set the temperature for creativity in responses, with lower values yielding more focused answers. After configuring these settings, select the AI model you wish to use, such as GPT4 mini, and input your OpenAI API key to connect the AI model.

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4. Configuring AI Assistant Settings in Pabbly Chatflow

In this section, you will configure various settings for your AI assistant in Pabbly Chatflow. This includes setting header and footer messages, defining stop keywords, and retry attempts. For instance, if you want users to stop the AI assistant, you can set the keyword ‘human’.

• Add header and footer messages to enhance user interaction.
• Specify stop keywords for users to halt AI responses.
• Set a fallback message for when the AI fails to respond.

Once you have configured these settings, your AI assistant will be equipped to handle user queries effectively, ensuring a smooth user experience on WhatsApp.

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5. Testing Your AI Assistant with Pabbly Chatflow

After setting up your AI assistant in Pabbly Chatflow, it’s time to test its functionality. Start by sending a message like ‘hey’ on WhatsApp. The AI assistant should respond automatically with a greeting and inquire how it can assist. You can ask specific questions related to your services, such as website redesign.

For example, if you ask, ‘Do you offer website redesign services?’, the AI should reply with accurate information based on the knowledge base you have provided. This step is crucial to ensure that the AI assistant is functioning correctly and providing helpful responses to user queries.

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Conclusion

In conclusion, using Pabbly Chatflow to build an AI assistant for digital marketing agencies can significantly enhance customer interaction. By following the steps outlined above, you can automate responses to user queries on WhatsApp, improving efficiency and user satisfaction. Try it out to streamline your digital marketing operations today!

Learn how to automate sending custom fitness plans using Pabbly Connect, Google Forms, and OpenAI in this detailed tutorial. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Introduction to Pabbly Connect for Fitness Plans

In this tutorial, we will learn how to automate sending custom fitness plans using Pabbly Connect, Google Forms, and OpenAI. This integration streamlines the process of collecting fitness preferences and sending personalized emails, saving you time and effort.

Pabbly Connect serves as the central platform that facilitates this integration. By connecting Google Forms to OpenAI and Gmail, you can automatically generate and send fitness plans based on user input.

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2. Setting Up Google Forms for Data Collection

To begin, we need to create a Google Form that collects essential information from users. This form will include fields such as name, email, age, fitness goals, diet preferences, fitness level, and any medical conditions. Using Pabbly Connect, we will set up a workflow to capture this data.

• Create a new Google Form named ‘Fitness Wellness Plans’.
• Add fields for name, email, age, goal, diet preference, fitness level, and medical condition.
• Ensure the last field is marked as required.

Once your form is set up, you can test it by submitting a sample entry. This will help confirm that your Google Form is ready to send data to Pabbly Connect.

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3. Connecting Pabbly Connect to Google Forms

Next, we will connect Pabbly Connect to Google Forms to capture submitted data. Start by signing into your Pabbly Connect account and creating a new workflow.

In your workflow, select Google Forms as the trigger application. Choose the event ‘New Response Received’ and connect your Google account. A webhook URL will be generated, which you will need to copy and paste into your Google Form’s settings.

• Open your Google Form and navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• Go to ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’ to enter the webhook URL.

Setting up this connection ensures that each new response in Google Forms is sent to Pabbly Connect for further processing.

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4. Generating Custom Fitness Plans with OpenAI

Once the data is captured by Pabbly Connect, we will use OpenAI to generate personalized fitness plans. Add OpenAI as your action application and select ‘ChatGPT’ as the action event.

To connect OpenAI, you will need to provide an API key. After establishing the connection, set up the prompt for generating the fitness plan. This prompt should include user details collected from Google Forms.

Use the following prompt: ‘You are a certified fitness coach. Create a personalized 7-day workout and diet plan for the following client details…’. Map user data from Google Forms into the prompt for dynamic content generation. Test the OpenAI connection to ensure the fitness plan is generated correctly.

This integration allows you to create tailored fitness plans automatically, leveraging the power of AI through Pabbly Connect.

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5. Sending Personalized Emails via Gmail

The final step in our automation workflow is sending the generated fitness plans via email using Gmail. Add Gmail as your action application and select ‘Send Email’ as the action event.

Connect your Gmail account and fill in the required fields, including the recipient’s email address (mapped from Google Forms), subject line, and email body (mapped from the OpenAI response).

Set the sender name as ‘Pabbly’. Use a subject line like ‘Here is your personalized fitness plan’. Choose plain text or HTML format for the email content.

After configuring these settings, test the email action to confirm that the personalized fitness plan is sent successfully. This entire process showcases how Pabbly Connect automates the workflow from form submission to email delivery.

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Conclusion

In this tutorial, we demonstrated how to automate sending custom fitness plans using Pabbly Connect, Google Forms, and OpenAI. By following these steps, you can streamline your fitness center’s communication and enhance client engagement efficiently.

Utilizing Pabbly Connect enables seamless integration and automation, allowing you to focus on providing excellent fitness services while the system handles the rest.

Learn how to automate client appointment scheduling for healthcare using Pabbly Chatflow and WhatsApp. Step-by-step guide to creating your chatbot. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

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1. Setting Up Pabbly Chatflow for WhatsApp Integration

To automate client appointment scheduling for healthcare via WhatsApp, the first step is to set up Pabbly Chatflow. You can access it by visiting the Pabbly website and signing in or creating a new account. Once logged in, navigate to the dashboard of Pabbly Chatflow, where you can start creating your WhatsApp chatbot.

After accessing Pabbly Chatflow, you will need to connect your WhatsApp number. Click on the ‘Add WhatsApp Number’ button located at the top right corner. Here, you have two options: connect via WhatsApp or use a manual token. The preferred method is to use WhatsApp connect for seamless integration.

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2. Creating the Chatbot Flow in Pabbly Chatflow

Next, you will create a flow for your WhatsApp chatbot using Pabbly Chatflow. Click on the ‘Add a Flow’ button to begin. Name your flow, for example, ‘Client Appointment Scheduling for Healthcare’. This will help you identify the flow later.

• Select a trigger event from the dropdown menu.
• Choose keywords that will activate the flow, such as ‘Appointment’.
• Set the response message that the chatbot will send when triggered.

After defining the trigger, you can add various messages and quick reply buttons that will guide users through the appointment scheduling process. Each step should be clear and concise, making it easy for clients to follow.

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3. Testing the WhatsApp Chatbot with Pabbly Chatflow

Once you have created your chatbot flow in Pabbly Chatflow, it’s time to test it. Send a message to your connected WhatsApp number using the keyword you set earlier, like ‘Appointment’. The chatbot should respond with a welcome message and options for appointment types.

During testing, ensure that the quick reply buttons work correctly. For example, if a user selects ‘Consultation’, the chatbot should prompt them to choose a preferred time slot. Make sure that the responses are personalized based on the information provided by the user.

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4. Finalizing and Saving Your Chatbot Flow

After successfully testing all functionalities, the next step is to finalize your chatbot flow in Pabbly Chatflow. Click on the ‘Save’ button to ensure all your changes are recorded. This step is crucial to make sure your chatbot is ready for real interactions.

Additionally, you can revisit the flow anytime in Pabbly Chatflow to make adjustments or add new features as necessary. This flexibility allows you to continuously improve the client experience based on feedback and usage patterns.

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5. Conclusion: Automating Healthcare Appointments via WhatsApp

In conclusion, automating client appointment scheduling for healthcare via WhatsApp using Pabbly Chatflow is a straightforward process. By following the steps outlined, you can create an efficient chatbot that enhances client interaction and streamlines appointment management.

Utilizing Pabbly Chatflow not only saves time but also improves client satisfaction by providing instant responses and personalized communication. Start implementing your WhatsApp chatbot today to transform your client appointment scheduling process.

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Discover how to generate unique articles quickly using Pabbly Connect to integrate Google Sheets and OpenAI for seamless automation. 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 Article Generation

To generate unique articles using Pabbly Connect, start by accessing the platform. Pabbly Connect serves as the central automation tool that connects Google Sheets and OpenAI. You can access Pabbly Connect by visiting Pabbly Connect and signing in or creating a new account.

Once logged in, you will be directed to the dashboard where you can create your first workflow. This workflow will automate the process of generating articles based on data from Google Sheets. Click on the ‘Create Workflow’ button to get started.

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2. Setting Up Google Sheets with Pabbly Connect

After accessing Pabbly Connect, the next step is to set up Google Sheets to input your article ideas. This integration will allow you to automatically generate content based on the data you enter in the sheet. Create a new Google Sheet and add columns for your blog ideas, keywords, and any additional notes needed.

• Create a new Google Sheet named ‘Content Planner’.
• Add columns for Title, Target Keyword, Audience, and Notes.
• Enter a new blog idea in the first row to trigger the automation.

With your Google Sheet ready, you can now connect it to Pabbly Connect to automate the workflow. This connection will enable you to send data from Google Sheets to OpenAI for article generation.

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3. Creating Your Pabbly Connect Workflow

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button and name it something descriptive, like ‘Generate Unique Articles with AI’. Select Google Sheets as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This setup will allow Pabbly Connect to monitor your Google Sheet for new entries.

Next, connect your Google account and authorize Pabbly Connect to access your sheets. After successful authentication, select the specific sheet you created earlier. This step is crucial as it sets up the connection that will trigger the article generation whenever a new entry is added.

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4. Integrating OpenAI with Pabbly Connect

Once you have set up Google Sheets, the next step is to integrate OpenAI to generate the articles. In your Pabbly Connect workflow, add an action step and select OpenAI as your action application. Choose the event ‘Create Completion’ to generate the article based on the information from your Google Sheet.

You will need to enter your OpenAI API key to connect it with Pabbly Connect. This key allows Pabbly Connect to send requests to OpenAI for generating content. After entering the API key, configure the prompt by mapping the fields from your Google Sheet to the corresponding fields in OpenAI.

• Map the Title to the prompt field in OpenAI.
• Include the Target Keyword and Audience for context.
• Set the tone and any special instructions for the AI.

After configuring the prompt, save the settings in Pabbly Connect. This integration allows OpenAI to generate unique articles based on the data from your Google Sheet.

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5. Posting Generated Articles to Google Blogger

The final step in your workflow is to post the generated articles to your Google Blogger account. Add another action step in your Pabbly Connect workflow and select Google Blogger as the application. Choose the event ‘Create a Post’ to publish the article generated by OpenAI.

Connect your Google Blogger account to Pabbly Connect and select the blog where you want to publish the articles. Map the Title and Content fields from the OpenAI response to the appropriate fields in Google Blogger. Set the post status as ‘Live’ to publish it immediately.

Once this is done, save your workflow and test the integration. Each time you add a new entry in your Google Sheet, Pabbly Connect will automatically generate a unique article using OpenAI and post it to your Google Blogger account, streamlining your content creation process.

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Conclusion

Using Pabbly Connect, you can effortlessly generate unique articles in just one minute by integrating Google Sheets and OpenAI. This powerful automation saves time and enhances your content creation process, allowing you to focus on other important tasks.

Learn how to seamlessly capture leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect. Step-by-step guide for effective integration. 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 capture leads from Instagram Lead Ads to Zoho CRM, you first need to access Pabbly Connect. This powerful automation platform allows you to integrate various applications without any coding knowledge. Begin by logging into your Pabbly Connect account. If you don’t have an account, visit the Pabbly website to create one.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create workflows that automate the lead capturing process. Ensure that your Facebook and Instagram accounts are linked, as this is crucial for the integration to work effectively.

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2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will have the option to choose between the new workflow builder and the classic one. Opt for the new workflow builder for a more modern experience.

• Name your workflow: ‘Capture Leads from Instagram Lead Ads to Zoho CRM’.
• Select a folder for organization.
• Click the ‘Create’ button to proceed.

After creating the workflow, you’ll be taken to the workflow window where you can set up triggers and actions. This is where the magic happens, as you will define how Pabbly Connect captures leads from Instagram.

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3. Setting Up the Trigger for Instagram Lead Ads

The next step is to set up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and choose ‘Instagram Lead Ads’ as your trigger application. For the trigger event, select ‘New Lead Instant’ to capture lead details instantly.

• Click ‘Connect’ to establish a connection.
• Choose ‘Add a New Connection’ if you haven’t connected before.
• Log in to your Facebook account to link it with Instagram.

After connecting, select the Facebook page linked to your Instagram account and the specific lead generation form. This ensures that Pabbly Connect captures the relevant lead information from your Instagram ads.

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4. Capturing Leads and Sending to Zoho CRM

Once the trigger is set, you will need to capture the lead details. Use the lead ads debug tool from Meta for Developers to create a test lead. Ensure you delete any previous test leads to avoid conflicts.

After submitting the test lead, return to your Pabbly Connect workflow. You will see that it has captured the lead details successfully. Now, it’s time to set up the action step to send this information to Zoho CRM.

Click ‘Add Action Step’ and select ‘Zoho CRM’. Choose ‘Create Contact’ as the action event. Connect your Zoho CRM account by entering the domain from your Zoho URL.

After providing the necessary permissions, you can map the lead details to create a new contact in Zoho CRM. This integration allows your sales team to follow up with leads promptly, enhancing your business efficiency.

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5. Testing the Integration and Final Steps

To finalize the setup, send a test request to create a contact in Zoho CRM. Ensure all required fields are filled out correctly. Once the test is successful, you will receive a confirmation that a new contact has been created.

Refresh your Zoho CRM contact list to see the new entry. This confirms that your integration via Pabbly Connect is functioning correctly. You can now automate the process of capturing leads from Instagram ads to Zoho CRM seamlessly.

With Pabbly Connect, you can ensure that every new lead from your Instagram ads is automatically added to your Zoho CRM, allowing for quick follow-ups and improved lead management.

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Conclusion

In this tutorial, we demonstrated how to capture leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect. By following these steps, you can automate your lead capture process, ensuring no potential customer is missed. Start using Pabbly Connect today to enhance your business automation!

Learn how to automatically add Shopify orders to Airtable using Pabbly Connect. Follow this step-by-step tutorial for seamless integration! 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 Shopify and Airtable Integration

To integrate Shopify with Airtable, you will first need to access Pabbly Connect. Start by logging into your Pabbly Connect account. This platform is essential for creating automated workflows between your applications.

Once logged in, navigate to the dashboard. From there, click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder. Choose the ‘New’ workflow builder for a modern interface and enhanced features.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. After creating your workflow, click on the ‘Add Trigger’ button. Search for and select ‘Shopify’ as the application and choose ‘New Order’ as the event.

• Select ‘Shopify V2’ for the trigger.
• Click on ‘Connect’ to establish a connection with your Shopify account.
• Copy the webhook URL provided by Pabbly Connect.

Now, head over to your Shopify account. Under the settings, navigate to ‘Notifications’ and then to ‘Webhooks’. Click on ‘Create Webhook’, select ‘Order Creation’ as the event, and paste the copied URL. Save the changes to establish the connection.

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3. Testing the Connection Between Shopify and Pabbly Connect

After setting up the trigger, it’s time to test the connection using Pabbly Connect. You need to perform a test submission by purchasing a product from your Shopify store. This step ensures that the webhook is functioning correctly.

Go to your Shopify store and select a product to purchase. Complete the checkout process by entering the required details, including your payment information. Once the payment is successful, return to Pabbly Connect to see if the order details have been captured as a webhook response.

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4. Adding Airtable as an Action in Pabbly Connect

Now that the Shopify trigger is set up and tested, you will add Airtable as the action application in Pabbly Connect. Click on ‘Add New Action Step’ and select ‘Airtable’ as the application.

• Choose ‘Create Record’ as the action event.
• Connect your Airtable account by granting permissions to access your bases.
• Select the specific base and table where you want to store the order details.

Once connected, you can map the details from the Shopify order to the appropriate fields in Airtable. Mapping allows for dynamic data insertion, ensuring that every new order is automatically recorded.

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5. Finalizing and Testing the Workflow in Pabbly Connect

After mapping the order details, it’s time to finalize your workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to verify that the order details are correctly added to Airtable.

Upon successful completion, check your Airtable base to see the new record reflecting the order information. You will see all relevant details, including order number, customer name, email, product name, quantity, and total amount. This automation will now run in the background, automatically adding new Shopify orders to Airtable without manual input.

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Conclusion

By following this tutorial, you have successfully integrated Shopify with Airtable using Pabbly Connect. This automation saves time and reduces manual errors by automatically adding new orders to your Airtable base. With Pabbly Connect, managing your e-commerce orders has never been easier!

Learn how to automatically send product catalog links via WhatsApp for Google Lead Ads using Pabbly Connect. Step-by-step guide included! 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. Accessing Pabbly Connect for Integration

To automate sending product catalog links to leads generated from Google Ads, you need to access Pabbly Connect. Begin by navigating to the official Pabbly Connect website at www.Pabbly.com/connect. This platform serves as the central hub for creating automated workflows without any coding skills.

Once on the Pabbly Connect landing page, you can either sign in if you already have an account or sign up for free to explore its features. New users can benefit from 100 free tasks each month, allowing you to familiarize yourself with Pabbly Connect functionalities.

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2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you’ll be directed to the dashboard where you can view various applications. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. You can choose between the new beta method or the classic method for building your workflow.

• Select the new beta method for a modern approach.
• Name your workflow, e.g., ‘Send Product Catalog Links Automatically for Google Ads Leads via WhatsApp.’
• Choose a folder to organize your workflow.

Once your workflow is named and organized, it’s time to set up the trigger. The trigger will initiate the workflow when a new lead is generated through Google Ads, allowing Pabbly Connect to capture the necessary data.

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3. Setting Up the Trigger for Google Ads

In this step, you need to define the trigger application as Google Ads within Pabbly Connect. Select the trigger event as ‘New Lead Form Entry.’ This configuration ensures that every time a lead is generated, the workflow will be activated automatically.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Google Ads and Pabbly Connect, transmitting lead data directly into your workflow. Copy this URL to your clipboard.

• Log into your Google Ads campaign.
• Navigate to the lead form settings and find the lead delivery option.
• Paste the copied webhook URL into the designated field for webhook integration.

By following these steps, your Google Ads will now be connected to Pabbly Connect, ready to send lead data whenever a new entry is captured.

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4. Sending WhatsApp Messages with Pabbly Connect

To send the product catalog links via WhatsApp, you will now add an action step in your Pabbly Connect workflow. Choose the WhatsApp Cloud API as your action application. This allows you to send messages directly to the leads captured from Google Ads.

In the action settings, select ‘Send Template Message’ as the action event. You will need to create a template for your WhatsApp message, which includes the product catalog links. Ensure that your templates are set up correctly in WhatsApp Cloud API, and make sure the links are accessible to everyone.

Add the template ID for the message you wish to send. Map the lead’s phone number from the previous step to ensure the message reaches the correct recipient. Fill in any variables in the template to personalize the message.

Once everything is set, click ‘Save and Send Test Request’ to ensure that your configuration works correctly. This step will confirm that your WhatsApp message is sent successfully to the lead.

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5. Summary and Conclusion

In summary, using Pabbly Connect, you can seamlessly integrate Google Ads with WhatsApp to send product catalog links automatically to your leads. This automation not only improves efficiency but also enhances customer engagement.

By following the steps outlined, you can establish a robust workflow that captures lead data from Google Ads and sends personalized messages through WhatsApp. With Pabbly Connect, automating your marketing processes has never been easier.

If you have any questions or need assistance, feel free to reach out through the Pabbly community or support channels. Start leveraging Pabbly Connect today to enhance your business automation!

Conclusion

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

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Learn how to automate storing Typeform leads in Google Sheets using Pabbly Connect for efficient analysis and follow-up. Step-by-step guide included. 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. Accessing Pabbly Connect for Integration

To begin automating the storage of Typeform leads in Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com. Here, you can sign in or create a new account if you don’t have one yet. Pabbly Connect is a powerful automation tool that allows you to integrate various applications without coding skills.

Once signed in, navigate to the Pabbly Connect dashboard. This is where you will create your workflow to connect Typeform and Google Sheets. Click on the ‘Create Workflow’ button to initiate the setup process for storing leads automatically.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to connect Typeform with Google Sheets. After clicking on ‘Create Workflow’, you will be prompted to name your workflow. A suitable name could be ‘Store Typeform Leads in Google Sheets for Analysis and Follow-Up’. Select the folder where you want to save this workflow.

• Name your workflow appropriately.
• Choose the folder for organization.

After setting up the workflow, you need to select Typeform as your trigger application. This means you want to initiate the workflow whenever there is a new form submission in Typeform. Choose the trigger event as ‘New Entry’ and connect your Typeform account to Pabbly Connect.

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3. Setting Up Typeform as the Trigger

To configure Typeform as the trigger in Pabbly Connect, select your Typeform account and authorize the connection. Once connected, you will need to select the specific form you want to monitor for new submissions. For instance, you might select a form named ‘New Contact Form’ that you have previously created.

After selecting your form, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to listen for new submissions. You will then perform a test submission to ensure that the integration is working correctly, capturing the lead details in real-time.

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4. Adding Google Sheets as the Action Application

Now that Typeform is set up as the trigger, it’s time to add Google Sheets as the action application in Pabbly Connect. Choose Google Sheets and select the action event as ‘Add New Row’. This means that every time a new lead is captured from Typeform, a new row will be added in your specified Google Sheets document.

• Select the correct Google account for authorization.
• Choose the spreadsheet where you want to store leads.

Once you have connected Google Sheets, map the fields from your Typeform submission to the corresponding columns in your Google Sheets. This mapping ensures that each new lead is accurately recorded in the right format.

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5. Testing the Integration and Finalizing

After mapping the fields, it’s crucial to test the entire setup in Pabbly Connect. Click on ‘Save and Send Test Request’ to see if the lead information is correctly added to your Google Sheets. If successful, you will see the new lead details in your spreadsheet, confirming that the integration works seamlessly.

Once verified, you can finalize your workflow. This automation allows you to efficiently manage leads collected through Typeform, making follow-up and analysis much easier. You can now focus on engaging with your leads rather than manually entering data.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of storing Typeform leads in Google Sheets. By following the steps outlined, you can efficiently manage your leads for analysis and follow-up. This integration saves time and ensures that no lead is missed, enhancing your business operations.

Learn how to automate hotel room bookings via WhatsApp using Pabbly Chatflow. Follow our 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. Accessing Pabbly Chatflow for Hotel Room Bookings

To automate hotel room bookings via WhatsApp, the first step is accessing Pabbly Chatflow. Open a new tab in your browser and navigate to Pabbly.com/chatflow. This platform is designed to help businesses automate their WhatsApp communications effectively.

Once on the Pabbly Chatflow homepage, you will see options to sign in or sign up. If you are a new user, click on the sign-up option to create your account and receive 100 free credits. Existing users can simply sign in to start using the automation features of Pabbly Chatflow.

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2. Creating a WhatsApp Chatbot with Pabbly Chatflow

After signing into Pabbly Chatflow, you will be directed to the dashboard. Here, you can manage your WhatsApp numbers and view your credits. To create a new WhatsApp chatbot, click on the ‘Flow’ option and then select the ‘+ Add Flow’ button to start building your automation.

• Click on the ‘Add Flow’ button.
• Name your flow, for example, ‘Automate Hotel Room Bookings via WhatsApp.’
• Select the trigger event, such as keywords.

By setting up the flow correctly, you ensure that users will receive automated responses when they send specific keywords to your WhatsApp number. This is a crucial step in utilizing Pabbly Chatflow to streamline hotel bookings.

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3. Setting Up Keywords in Pabbly Chatflow

In the flow setup, select the trigger event type as ‘Keyword’. This allows the chatbot to respond when users send specific messages. Enter keywords like ‘book room’, ‘room availability’, and ‘hotel booking’. Press enter after each keyword to add them to the list. using Pabbly Connect

Once these keywords are set, you can create a response for the bot. For example, you can use a list button to ask users to choose a room type. This will provide them with options such as single room, double room, or suite. Make sure to connect your keywords to this response so that the bot can trigger it appropriately.

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4. Collecting User Information via Pabbly Chatflow

After the user selects a room type, your bot should prompt them for additional information. Use the ‘Ask Question’ feature in Pabbly Chatflow to gather the check-in date, check-out date, full name, and contact number. Each question should be connected to a contact custom field for data management.

• Ask for the check-in date and set the format to date.
• Request the check-out date in the same manner.
• Collect the user’s full name and contact number for booking confirmation.

Each of these responses should be linked to the relevant custom fields in Pabbly Chatflow, ensuring that the information is stored correctly for future reference.

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5. Confirming Bookings and Payment Links

Once all the required information is collected, your bot will confirm the booking. Use the ‘Text + Button’ content type to send a message like ‘Your booking is confirmed for the [room type] from [check-in date] to [check-out date].’ Include a payment link to finalize the booking.

This final message will utilize the contact custom fields to personalize the response based on the user’s input. This process illustrates how Pabbly Chatflow can effectively automate hotel room bookings via WhatsApp, providing a seamless experience for both the business and the customer.

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Conclusion

In this tutorial, we explored how to automate hotel room bookings via WhatsApp using Pabbly Chatflow. By following the step-by-step instructions, you can create a fully functional WhatsApp chatbot that enhances customer engagement and streamlines your booking process. This automation not only saves time but also improves overall customer satisfaction.

Learn how to automatically send WhatsApp welcome messages to new Instagram leads using Pabbly Connect. 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. Introduction to Pabbly Connect for Instagram and WhatsApp Integration

In this section, we will explore how to use Pabbly Connect to send WhatsApp welcome messages automatically for new Instagram leads. This integration is essential for businesses utilizing Instagram lead ads to engage with their audience promptly.

Using Pabbly Connect, you can create an automated workflow that triggers a WhatsApp message whenever a new lead is generated. This process eliminates the need for manual follow-ups, ensuring a seamless communication experience for your potential customers.

Conclusion

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

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2. Setting Up Pabbly Connect for Your Workflow

To start using Pabbly Connect, you need to sign up or log in to your account. Visit the Pabbly Connect website and access the dashboard where you can create a new workflow.

Follow these steps to set up your workflow:

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Send WhatsApp Welcome Messages for New Instagram Leads Automatically.’
• Select the folder for your workflow and click ‘Create.’

After completing these steps, your workflow will be ready to configure trigger and action steps.