Author: Rudra Sisodiya

Learn how to use Pabbly Chatflow to start your AI Assistant effectively. Follow our step-by-step tutorial for seamless integration with YouTube and Box. 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 to Start Your AI Assistant

To start your AI Assistant, you first need to access Pabbly Chatflow. This platform provides a user-friendly interface to create and manage your AI assistants effectively.

Once you log in to Pabbly Chatflow, navigate to the AI Assistant feature. Here, you can find existing AI assistants or create a new one tailored to your business needs.

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2. Embedding Your AI Assistant on Your Website Using Pabbly Chatflow

After creating your AI Assistant, you can embed it on your website. In Pabbly Chatflow, locate the embed option, which provides a script to integrate the AI Assistant seamlessly.

• Click on the embed button in Pabbly Chatflow.
• Copy the provided script.
• Paste the script into your website’s HTML code.

Once embedded, your AI Assistant will automatically respond to inquiries from customers visiting your website, enhancing user engagement and support.

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3. Assigning AI Assistant to Chats in Pabbly Chatflow

To assign your AI Assistant to specific chats, go to the Inbox section in Pabbly Chatflow. This section allows you to manage conversations and assign the AI Assistant to individual chats.

Select the chat you want to assign, choose the AI Assistant from the dropdown menu, and click save. This ensures that whenever a user messages you, the AI Assistant automatically replies.

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4. Bulk Assigning AI Assistant Using Pabbly Chatflow

For a more efficient approach, Pabbly Chatflow allows you to assign your AI Assistant to multiple contacts at once. Navigate to the Settings section and then to Inbox Settings.

• Enable AI auto-reply settings.
• Select the contact list that you want the AI Assistant to respond to.
• Choose the AI Assistant you wish to use for replies.

After saving these settings, your AI Assistant will automatically respond to all users in the selected contact list, streamlining communication.

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5. Disabling the AI Assistant in Pabbly Chatflow

If you need to disable the AI Assistant, you can easily do so from the same Inbox Settings in Pabbly Chatflow. You can disable it for individual chats or for all new chats by confirming your action.

This flexibility allows you to manage when your AI Assistant is active, ensuring that you have control over your customer interactions.

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Conclusion

In this tutorial, we explored how to start your AI Assistant using Pabbly Chatflow. By embedding it on your website, assigning it to individual chats, and utilizing bulk assignment features, you can enhance your customer service effectively. Utilize Pabbly Chatflow to streamline your communication and improve user engagement with your AI Assistant.

Learn how to automate sending Postmark emails from Elementor form submissions using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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1. Accessing Pabbly Connect for Integration

To start automating your workflow, the first step is to access Pabbly Connect. You can do this by typing Pabbly.com/connect into your browser’s address bar. This will take you to the Pabbly Connect landing page.

Once there, 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. After signing up, you will receive 100 free tasks to begin your automation journey. If you already have an account, simply click ‘Sign In’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to start. You will then be prompted to choose between the Beta and Classic workflow builders. For this tutorial, select the Beta builder for a modern experience.

• Click on ‘Select’ to proceed.
• Enter a name for your workflow, such as ‘Create Postmark Email from Elementor Form.’
• Choose a folder for your workflow.

After naming your workflow and selecting a folder, click the ‘Create’ button. You will see a confirmation that your workflow has been created successfully, and you will be taken to the workflow setup page.

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3. Setting Up the Trigger for Elementor Form Submissions

The next step in Pabbly Connect is to set up the trigger that will initiate your workflow. Click on the ‘Add Trigger’ button to begin. You will need to search for ‘Elementor’ in the application options and select it.

After selecting Elementor, choose the event as ‘New Form Submission.’ Click on the ‘Connect’ button to establish a connection between Elementor and Pabbly Connect. You will be provided with a webhook URL that you will need to copy and paste into your Elementor form settings.

• Open your WordPress dashboard and navigate to the Elementor form you want to integrate.
• In the form settings, go to ‘Actions After Submit’ and add a new action called ‘Webhook.’
• Paste the copied webhook URL into the designated field and save your changes.

Now that the webhook is set up, you can test the integration by submitting a form entry to ensure that Pabbly Connect is receiving the data correctly.

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4. Setting Up Action to Send Emails via Postmark

With the trigger established, the next step is to set up the action to send emails using Postmark. In your Pabbly Connect workflow, click on the ‘Add New Action’ tab. Here, search for ‘Postmark’ and select it as your action application. using Pabbly Connect

For the action event, choose ‘Send Email.’ Click on the ‘Connect’ button to connect your Postmark account. If you need to create a new connection, you will be prompted to enter your server API token. This token can be obtained from your Postmark account settings.

Copy your Postmark server API token. Paste the token into Pabbly Connect and save the connection. Map the fields from the Elementor form submission to the email fields in Postmark.

Once you have mapped the necessary fields, such as recipient email and email content, click on ‘Save and Send Test Request’ to check if the email is sent successfully. You can verify this by checking your email inbox.

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5. Conclusion: Automate Your Email Workflows with Pabbly Connect

In this tutorial, we explored how to create Postmark emails from Elementor form submissions using Pabbly Connect. By following the steps outlined, you can automate your email processes effectively, enhancing your business communication.

With Pabbly Connect, you can streamline your workflows and ensure that every form submission triggers an immediate email response. Start using Pabbly Connect today to improve your automation capabilities and boost your productivity.

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Learn how to automate thank you messages on WhatsApp for Stripe payments using Pabbly Connect. Follow our step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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1. Access Pabbly Connect for Automation

To start sending automated thank you messages via WhatsApp for Stripe payments, first, access Pabbly Connect. This powerful automation tool allows you to create seamless workflows between applications.

Simply navigate to Pabbly.com/connect, where you can sign up for a free account or log in if you are an existing user. Once logged in, you will be directed to the Pabbly Connect dashboard, where the automation process begins.

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2. Create a Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this tutorial, name it ‘Send Automated Thank You Messages via WhatsApp for Stripe Payments’.

• Select the folder to save your workflow.
• Choose the Beta version of the workflow builder for a modern experience.

Once you have named your workflow and selected the appropriate folder, proceed to set up the trigger event. This is essential for automating the thank you message process.

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3. Configure the Stripe Trigger in Pabbly Connect

To configure the Stripe trigger, click on the trigger button and select Stripe as the application. Then, choose the event ‘New Charge’ to trigger the automation whenever a new payment is received. using Pabbly Connect

Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Stripe account to set up a webhook. Within Stripe, go to Developers > Webhooks, and add a new endpoint using the copied webhook URL. Make sure to select the event type as ‘Charge Succeeded’.

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4. Add Action Step for WhatsApp in Pabbly Connect

After successfully setting up the Stripe trigger, it’s time to add an action step for sending a WhatsApp message. Click on the action step and select WhatsApp Cloud API as the application. using Pabbly Connect

• Choose the event ‘Send Template Message’.
• Connect your WhatsApp account to Pabbly Connect by entering the required credentials.

In this step, you’ll map the customer’s phone number and the template ID for the thank you message you wish to send. Ensure that the template is already created in your WhatsApp Business account.

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5. Test and Finalize Your Automation

Once you have configured both the trigger and action steps, it’s crucial to test your automation. Make a test payment through your Stripe account to ensure that the automated WhatsApp message is sent successfully. using Pabbly Connect

After testing, check your WhatsApp to confirm that the thank you message has been received. If everything works as expected, your automation is now complete, and you can start using it for real payments.

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Conclusion

Using Pabbly Connect, you can effortlessly automate thank you messages on WhatsApp for Stripe payments. This integration not only enhances customer experience but also streamlines your communication process. Start automating your workflows today!

Learn how to automate sending WhatsApp product recommendations for Facebook Lead Ads leads using Pabbly Connect. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Integration

To automate sending WhatsApp product recommendations for Facebook lead ads leads, we will use Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free, which gives you access to 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that connect various applications. Select the option to create a new workflow, which will allow you to set up the integration between Facebook lead ads and WhatsApp Cloud API.

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2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Send WhatsApp Product Recommendations for Facebook Lead Ads Leads Automatically’. using Pabbly Connect

• Select the folder where you want to save this workflow.
• Choose the new beta workflow builder for a more flexible experience.

After naming your workflow and selecting the appropriate folder, you will need to set up the trigger application. In this case, the trigger will be Facebook lead ads, which activates the workflow whenever a new lead is captured.

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3. Configuring the Trigger Application: Facebook Lead Ads

Now, select Facebook lead ads as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead Instant’. Click on the connect button to establish the connection.

If you have an existing connection, simply save it. Otherwise, click on ‘Add New Connection’ and log into your Facebook account. Follow the prompts to authorize Pabbly Connect to access your Facebook lead ads.

• Enter your Facebook page name where the lead ads are running.
• Select the lead form associated with your Facebook page.

After entering these details, save your settings and send a test request to ensure everything is connected correctly. This step is crucial as it confirms that Pabbly Connect is receiving leads from your Facebook ads.

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4. Setting Up the Action Application: WhatsApp Cloud API

Next, you will set up the action application, which in this case is WhatsApp Cloud API. In your Pabbly Connect workflow, click on ‘Add New Action Step’ and search for WhatsApp Cloud API. Select the action event as ‘Send Template Message’.

Connect to WhatsApp Cloud API by entering the required details such as the token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp API settings.

Use mapping to dynamically insert the lead’s phone number from the Facebook lead ads response. Select the template ID for the product recommendations message.

After entering all required details, save your settings and send a test request to verify that the WhatsApp message is sent correctly.

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5. Finalizing the Integration and Testing

With the workflow set up, it’s essential to test the entire process. Ensure that when a new lead is submitted through Facebook lead ads, Pabbly Connect captures the lead details and sends the WhatsApp product recommendation message automatically.

To test, submit a new lead through the Facebook lead ads testing tool. After submission, check your WhatsApp for the product recommendation message. If all steps are configured correctly, you should receive the message immediately.

This automation saves time and ensures that every lead receives timely product recommendations through WhatsApp, enhancing your customer engagement and follow-up process.

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Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp product recommendations for Facebook lead ads leads using Pabbly Connect. This integration streamlines the process, ensuring every lead is nurtured effectively.

Learn how to seamlessly add leads from Justdial to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for effortless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Setting Up Pabbly Connect for Justdial Integration

To start adding leads from Justdial to Google Sheets, the first step is to access Pabbly Connect. Log in to your Pabbly Connect account. If you do not have an account yet, you can create one by visiting the Pabbly Connect landing page linked in the description.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to select between the new workflow builder and the classic one. For this tutorial, select the new workflow builder for a modern experience. Name your workflow ‘Add Leads from Justdial to Google Sheets’ and click on the ‘Create’ button to proceed.

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2. Setting Up the Trigger in Pabbly Connect

After creating your workflow in Pabbly Connect, the next step is to set up the trigger. Click on the ‘Add Trigger’ button, and select ‘Justdial’ as the trigger application since we want to capture lead details from Justdial.

• Choose ‘New Leads’ as the trigger event.
• Click on the ‘Connect’ button to establish the connection.
• Copy the provided webhook URL to configure it in your Justdial account.

To complete the integration, you need to contact the backend team of Justdial to add the webhook URL to your account. Once this is set up, Pabbly Connect will automatically capture lead details whenever a new lead is generated.

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3. Adding Google Sheets as an Action Step

With the trigger set up, the next step is to add Google Sheets as the action application in Pabbly Connect. Click on the ‘Add New Action Step’ button and search for ‘Google Sheets’ to select it.

For the action event, choose ‘Add New Row’ and click on the ‘Connect’ button. You can either select an existing connection or create a new one by clicking on ‘Add a New Connection’. Sign in with your Google account and grant the necessary permissions for Pabbly Connect to access your Google Sheets.

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4. Mapping Lead Details to Google Sheets

After establishing the connection, you need to select the specific spreadsheet where you want to add the lead details. Choose the spreadsheet named ‘Lead Details’ and then select the relevant sheet within it. using Pabbly Connect

• Map the lead details you captured from Justdial, such as first name, last name, phone number, email, company name, and area.
• Use the mapping feature to dynamically insert this data into the corresponding fields in Google Sheets.

Once all details are mapped correctly, click on the ‘Save and Send Test Request’ button to test the workflow. If successful, you will receive a confirmation message indicating that the lead details have been added to your Google Sheets.

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5. Finalizing the Integration with Pabbly Connect

Now that you have successfully mapped the lead details, it’s time to finalize the integration. Whenever a new lead is generated on Justdial, Pabbly Connect will automatically add those details to your Google Sheets in real-time.

This automation allows you to streamline your lead management process, eliminating the need for manual data entry. You can now focus on converting leads rather than managing them. Enjoy the efficiency that comes with using Pabbly Connect to automate your workflows.

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Conclusion

By following this tutorial, you can easily add leads from Justdial to Google Sheets using Pabbly Connect. This integration not only saves time but also ensures that your lead data is organized and accessible. Start automating your lead capture process today!

Learn how to automate thank-you emails with appointment booking links using Pabbly Connect and Gmail for Jotform leads in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Accessing Pabbly Connect to Automate Emails

To start automating thank-you emails with appointment booking links, we first need to access Pabbly Connect. Begin by navigating to the Pabbly website and signing into your account. If you are new, you can sign up for free to get started. Pabbly Connect is an integration platform that allows you to connect various applications without any coding skills.

Once you are logged in, you will see the Pabbly dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation process that links Jotform submissions to Gmail for sending thank-you emails with booking links.

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2. Creating the Workflow in Pabbly Connect

The next step is to create a new workflow in Pabbly Connect specifically for sending thank-you emails. Click on ‘Create Workflow’ and give your workflow a name, such as ‘Send Thank You Email with Appointment Booking Link Using Gmail for Jotform Leads’. You will also need to select a folder for better organization.

• Click on ‘Create’ to initiate the workflow.
• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.

After setting up the trigger, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Jotform and Pabbly Connect, allowing the two applications to communicate effectively. Copy this webhook URL for the next steps.

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3. Connecting Jotform to Pabbly Connect

To connect Jotform with Pabbly Connect, go to your Jotform account and select the form you want to automate. Click on ‘Settings’, then navigate to the ‘Integrations’ tab. Here, search for ‘Webhooks’ and click on it to set up the integration.

Paste the copied webhook URL from Pabbly Connect into the designated field in Jotform and complete the integration. This will enable Jotform to send data to Pabbly Connect every time a form is submitted. Make sure to test the connection by submitting a test entry in your Jotform.

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4. Setting Up Gmail Integration in Pabbly Connect

Once the Jotform is connected, the next step is to set up Gmail in Pabbly Connect. In your workflow, select Gmail as the action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ to link your Gmail account with Pabbly Connect.

When prompted, sign in to your Google account and grant the necessary permissions. After connecting, you will need to fill in the email details. This includes entering the sender name, recipient email (mapped from Jotform), email subject, and body content. Use dynamic mapping to ensure that each email is personalized for the lead.

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5. Testing and Finalizing the Workflow

After setting up both Jotform and Gmail integrations in Pabbly Connect, it is crucial to test the workflow. Submit a new lead through your Jotform and check your Gmail inbox to see if the thank-you email is received with the appointment booking link included.

If the email is successfully sent, your automation is complete! You have now created a seamless process that automatically sends thank-you emails with booking links to new leads generated through Jotform submissions. This not only saves time but also enhances customer engagement.

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Conclusion

In this tutorial, we explored how to automate sending thank-you emails with appointment booking links using Pabbly Connect and Gmail for Jotform leads. By following these steps, you can streamline your communication process and ensure timely follow-ups with your leads. Automating this workflow enhances efficiency and improves customer satisfaction.

Learn how to automatically send WhatsApp thank-you messages for Google Lead Ads leads using Pabbly Connect in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate WhatsApp thank-you messages for Google Lead Ads leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect.

Once on the landing page, you will see options to either sign in or sign up for free. New users can create an account and receive 100 free tasks each month to explore the features of Pabbly Connect. Existing users can simply log in to their accounts.

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2. Creating a New Workflow in Pabbly Connect

After logging into your Pabbly Connect account, navigate to the dashboard. To create a new automation, click on the ‘Create Workflow’ button. You can choose to use either the new beta method for a modern approach or the classic method for a familiar interface.

• Select the workflow name, such as ‘Google Ads and WhatsApp’.
• Choose a folder to categorize your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

Once created, you will need to set up a trigger for your workflow. This trigger will initiate the automation whenever a new lead is generated through Google Ads.

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3. Setting Up Google Ads Trigger in Pabbly Connect

For the trigger application, select Google Ads. The event type should be set to ‘New Lead Form Entry’. Click the ‘Connect’ button to proceed with the integration.

Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Google Ads campaign to configure the lead form settings. Paste the webhook URL into the lead delivery settings and ensure the key is correctly set.

• Open your Google Ads campaign and locate the lead form.
• In lead delivery settings, paste the webhook URL.
• Use the ‘Send Test Data’ button to verify the connection.

Once the test data is successfully sent, return to Pabbly Connect to confirm that the lead data has been captured correctly.

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4. Configuring WhatsApp Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action. Select the WhatsApp Cloud API as the action application. The event should be set to ‘Send Template Message’. using Pabbly Connect

To connect your WhatsApp Cloud API, you will need to provide your token, phone number ID, and WhatsApp Business Account ID. These details can be obtained by setting up your WhatsApp API.

Click on ‘Add New Connection’ to input your WhatsApp API details. Map the lead’s phone number from the previous step to send the message. Select the template ID for the message you want to send.

Once all fields are correctly filled, click the ‘Save and Send Test Request’ button to test the setup. If successful, you will receive a WhatsApp message confirming the automation works.

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5. Testing and Verifying the Integration

After configuring the WhatsApp action, it’s crucial to test the entire workflow. Trigger a new lead entry in your Google Ads to see if the WhatsApp message is sent automatically. using Pabbly Connect

Check your WhatsApp account to verify that the message was received. The message should be a personalized thank-you note that includes the lead’s name, confirming that the integration is functioning correctly.

Ensure that the WhatsApp message includes the correct lead’s name. Confirm that the message conveys the intended thank-you message.

Once verified, you can confidently use this automation in your business to enhance lead engagement through timely WhatsApp messages.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp thank-you messages for Google Lead Ads leads. By following these steps, you can streamline your lead engagement process and enhance customer communication.

Learn how to automate sending personalized coaching plans using SendGrid and Pabbly Connect for intake form submissions step-by-step. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Integration

To start sending personalized coaching plans, access Pabbly Connect by visiting Pabbly.com. This platform is essential for integrating Google Forms and SendGrid, allowing you to automate the email process.

Once on the Pabbly website, sign in to your account. If you’re new, you can sign up for free to get started. After signing in, navigate to the Pabbly Connect dashboard where you can create a new workflow to link your Google Forms to SendGrid.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow as ‘Send Personalized Coaching Plans Using SendGrid for Intake Form Submissions’. This title will help you identify the workflow later. using Pabbly Connect

• Select the New Beta option for the workflow builder.
• Choose the Forms Automation folder for better organization.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see a prompt to set up the trigger application. Here, select Google Forms as your trigger application, which will initiate the workflow whenever a new form submission is received.

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3. Setting Up the Trigger for Google Forms

In the trigger setup, choose ‘New Response Received’ as the trigger event. This selection ensures that every time a new form submission occurs, it triggers the workflow in Pabbly Connect.

Next, connect Google Forms to Pabbly Connect by following the instructions provided. You will receive a webhook URL which acts as a bridge to capture data from your Google Forms.

• Open your Google Form and navigate to the Responses tab.
• Click on ‘View in Sheets’ to open the linked Google Sheet.
• Ensure that the last column is set as the trigger column for data capture.

Once the connection is established, test the setup by submitting a dummy response through the Google Form. Check if the data reflects in the Google Sheet to confirm successful integration.

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4. Connecting SendGrid for Email Automation

After setting up the Google Forms trigger, the next step is to add an action step to send emails via SendGrid. In the action application section, select SendGrid and choose ‘Send Email’ as the action event.

To connect SendGrid with Pabbly Connect, you will need to provide an API key. This key can be generated from your SendGrid account under the API Keys section.

Create a new API key in SendGrid and grant it full access. Copy the API key and paste it into the Pabbly Connect SendGrid connection settings. Map the email fields using the data captured from Google Forms.

Ensure that the email content is personalized using the mapped fields from the form submission. This will allow you to send tailored coaching plans to each user based on their responses.

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5. Testing the Integration for Success

Once both Google Forms and SendGrid are connected through Pabbly Connect, it’s crucial to test the entire workflow. Submit a new response in your Google Form and monitor the email that gets sent via SendGrid.

Check your inbox to confirm that the email is received with the correct personalized details. This step verifies that the automation is functioning as intended and that users receive their coaching plans promptly.

Verify that the email content reflects the user’s name and coaching details. Ensure that the email is delivered to the correct address provided in the form submission. Check for any errors in the Pabbly Connect workflow logs.

Upon successful testing, your integration is complete, and you can now automate the sending of personalized coaching plans efficiently.

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Conclusion

In conclusion, using Pabbly Connect to integrate Google Forms and SendGrid allows you to automate the process of sending personalized coaching plans. This setup saves time and ensures that every client receives their tailored plans promptly.

Learn how to sync Instagram Lead Ads data to Pipedrive CRM using Pabbly Connect with this detailed 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. Introduction to Pabbly Connect for Integration

In this tutorial, we will explore how to sync Instagram Lead Ads data to Pipedrive CRM using Pabbly Connect. This automation simplifies the process of managing leads generated through Instagram ads by directly integrating them into your Pipedrive account.

By using Pabbly Connect, you can automate the transfer of lead data without any coding skills. This ensures that every lead generated is captured seamlessly, allowing you to focus on closing deals rather than manual data entry.

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2. Setting Up Pabbly Connect for Your Workflow

To get started, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month to begin your automation journey.

• Navigate to the Pabbly Connect dashboard.
• Click on the ‘Create Workflow’ button.
• Choose the new beta method for building workflows.

Once you have set up your workflow, you will need to define a trigger. The trigger will be set to capture new leads generated from Instagram Lead Ads, allowing Pabbly Connect to automate the process of adding these leads to your Pipedrive CRM.

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3. Configuring the Trigger in Pabbly Connect

In this section, we will configure the trigger for our workflow in Pabbly Connect. Select ‘Instagram Lead Ads’ as the trigger application and set the event to ‘New Lead Instant’. This will ensure that every new lead is captured immediately.

To connect your Instagram Lead Ads to Pabbly Connect, you will need to authorize access through your Facebook account. This connection allows Pabbly Connect to receive data from your Instagram ads.

• Select your Facebook page linked to your Instagram account.
• Choose the lead generation form you have created.
• Toggle the response option to receive simple responses.

After completing these steps, click on the ‘Save and Send Test Request’ button. This action will confirm that your trigger is properly set up and ready to capture leads from Instagram.

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4. Adding Action Steps in Pabbly Connect

Once the trigger is configured, the next step is to add actions in Pabbly Connect. First, we will create a person in Pipedrive for each new lead captured. Select ‘Pipedrive’ as the action application and choose the event ‘Create a Person’.

To connect Pipedrive to Pabbly Connect, you will need to enter your Pipedrive API token. This token can be obtained from your Pipedrive account settings. After entering the token, map the fields from your Instagram lead to the corresponding fields in Pipedrive.

Map the first name and last name of the lead. Include the email address and phone number. Set the label for the lead as ‘Hot Lead’.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This will create a new person in your Pipedrive account based on the lead information captured from Instagram.

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5. Creating Deals in Pipedrive from Leads

After successfully creating a person in Pipedrive, the final step is to create a deal for that person. Again, select ‘Pipedrive’ as the action application and choose the event ‘Create Deal’.

In this step, you will need to map the deal’s title, which can be set as ‘New Instagram Lead’. Additionally, map the fields to include the person ID of the lead you just created, ensuring that the deal is associated with the correct person in Pipedrive.

Map the company name and service interest fields. Set the deal status to ‘Open’. Select the pipeline and stage for the deal.

After mapping all required fields, click on the ‘Save and Send Request’ button. This will create a deal in your Pipedrive account, completing the automation process through Pabbly Connect.

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Conclusion

In conclusion, using Pabbly Connect to sync Instagram Lead Ads data to Pipedrive CRM streamlines the lead management process. By automating the creation of leads and deals, you enhance efficiency and focus on closing sales. This integration allows for seamless data transfer, ensuring that no lead is missed.

Learn how to automate sending product catalogs via WhatsApp for Google Forms leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Automation

Pabbly Connect is a powerful automation tool that allows users to integrate various applications seamlessly. In this tutorial, we will explore how to send product catalogs automatically via WhatsApp when a new lead fills out a Google Form. By using Pabbly Connect, you can eliminate manual tasks and streamline your workflow.

To begin, access Pabbly Connect by visiting its website. Once there, you can either sign up for a new account or log in if you already have one. After logging in, you can create a new workflow that will connect Google Forms and WhatsApp, enabling automated responses to your leads.

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2. Creating a Google Form to Capture Leads

To start the automation process, you need to create a Google Form that will collect lead information. This form should include fields for the lead’s full name, phone number, and email address. By integrating this form with Pabbly Connect, you can ensure that every submission triggers an automatic response.

• Create a new Google Form with necessary fields.
• Include fields for full name, phone number, and email address.
• Once completed, save the form and note its link for testing.

After setting up the Google Form, you can proceed to connect it with Pabbly Connect. This connection will allow you to capture the responses automatically and send them to WhatsApp.

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3. Connecting Google Forms to Pabbly Connect

With your Google Form ready, the next step is to connect it to Pabbly Connect. This involves setting up a trigger that will activate whenever a new form submission occurs. In Pabbly Connect, select Google Forms as your trigger application and choose the event ‘New Response Received’.

After selecting the trigger, you will receive a unique webhook URL from Pabbly Connect. This URL needs to be integrated into your Google Form. To do this, go to your form responses section and link it to a Google Sheet. This will allow the data to be collected in a structured manner.

• Select Google Forms as the trigger application in Pabbly Connect.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL and link it to your Google Form.

Once you have linked the Google Form to Pabbly Connect, any new submissions will automatically trigger the workflow you are creating.

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4. Setting Up WhatsApp Integration Using Pabbly Connect

Now that your Google Form is connected to Pabbly Connect, the next step is to set up WhatsApp integration. You will add an action step to your workflow that sends a message via WhatsApp whenever a new lead is captured. For this, select WhatsApp Cloud API as your action application and choose the ‘Send Template Message’ event.

During this setup, you will need to provide your WhatsApp Cloud API credentials, including your token and phone number ID. These credentials are essential to authenticate your WhatsApp messages sent through Pabbly Connect. Make sure to follow the instructions carefully to ensure a successful connection.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Enter your WhatsApp API credentials for authentication.

Once the WhatsApp integration is complete, you can customize the message template that will be sent to the leads, ensuring a personalized experience for each new contact.

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5. Testing the Integration and Finalizing the Workflow

With both Google Forms and WhatsApp integrated through Pabbly Connect, it’s time to test the entire workflow. Submit a test entry through your Google Form to verify that the automation works as intended. Upon submission, you should receive a WhatsApp message containing the product catalog.

Check your WhatsApp to confirm that the message has been received successfully. This step is crucial to ensure that all connections are properly configured and that the automation is functioning seamlessly. If you encounter any issues, revisit the previous steps to troubleshoot your setup within Pabbly Connect.

Once everything is confirmed to be working, you can finalize your workflow and start capturing leads automatically. This integration saves time and enhances customer engagement by promptly delivering product catalogs to interested leads.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending product catalogs via WhatsApp for Google Forms leads. By following the detailed steps, you can streamline your lead management and enhance customer interaction effortlessly. Start using Pabbly Connect today to transform your workflow!