Author: Rudra Sisodiya

Learn how to integrate Google Forms with ActiveCampaign for seamless lead management using Pabbly Connect. Automate your email campaigns effortlessly! 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 start the process of adding Google Forms leads to ActiveCampaign, you need to access Pabbly Connect. This platform allows you to create automation without any coding skills. Simply visit the Pabbly website at Pabbly.com and sign in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that will automate the process of transferring leads from Google Forms to ActiveCampaign. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow specifically for integrating Google Forms with ActiveCampaign. Select the ‘Classic’ workflow builder for a familiar experience. Name your workflow something descriptive, like ‘Add Google Form Leads Automatically to ActiveCampaign for Email Campaigns’.

• Choose a folder for your workflow, such as ‘Forms Automation’.
• Click on ‘Create’ to finalize your new workflow.

Upon creation, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to Google Forms, specifically for new responses received. This setup ensures that every time a new lead is submitted via Google Forms, it will trigger an action in ActiveCampaign through Pabbly Connect.

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3. Connecting Google Forms as the Trigger Application

Now it’s time to configure Google Forms as your trigger application within Pabbly Connect. Select Google Forms and choose the event ‘New Response Received’. This event will activate the workflow whenever a new form submission occurs.

To connect Google Forms with Pabbly Connect, you will receive a Webhook URL. Copy this URL, as it will serve as the bridge between Google Forms and your Pabbly workflow. Open your Google Form, navigate to the responses section, and ensure that your form is linked to a Google Sheet for data collection.

• Toggle on the required button for the last field in your form.
• Test the connection by submitting a dummy response and checking that the data appears in your Google Sheet.

Once you have confirmed that the Google Form is properly linked to the Google Sheet, proceed to set up the Webhook URL in your Google Sheets extension. This step is crucial for ensuring that new responses are sent to Pabbly Connect.

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4. Setting Up ActiveCampaign as the Action Application

After configuring Google Forms, the next step is to set ActiveCampaign as your action application in Pabbly Connect. Choose ActiveCampaign and select the action event ‘Create a Contact’. This will allow you to add new leads directly to your ActiveCampaign account.

To establish this connection, you will need your ActiveCampaign API key and URL. Navigate to your ActiveCampaign account settings, click on ‘Developers’, and copy the API key and URL. Make sure to enter the URL without the ‘https://’ prefix into Pabbly Connect.

Click on ‘Add New Connection’ and paste your API key and modified URL. Save the connection to link ActiveCampaign with Pabbly Connect.

Once the connection is established, you will map the fields from Google Forms to ActiveCampaign. This ensures that the data from each new form submission is accurately transferred into your email campaigns.

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5. Finalizing the Integration and Testing

With both Google Forms and ActiveCampaign connected, it’s time to finalize the integration. In the mapping section, select the fields from the Google Forms submission that correspond to the fields in ActiveCampaign. This includes first name, last name, email, and phone number.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration is working correctly. If successful, you will see a confirmation that the contact has been added to your ActiveCampaign account.

Check the ‘Contacts’ section in ActiveCampaign to confirm the new lead appears. Repeat the testing process by submitting additional form responses to ensure consistent functionality.

By following these steps, you have successfully automated the process of adding Google Forms leads to ActiveCampaign using Pabbly Connect. This integration saves time and streamlines your email marketing efforts.

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Conclusion

In this tutorial, we explored how to automate the addition of Google Forms leads to ActiveCampaign using Pabbly Connect. By setting up triggers and actions, you can ensure that every new lead is captured seamlessly, enhancing your email campaign efficiency.

Learn how to create an AI Assistant for Travel FAQs using Pabbly Chatflow, integrating various applications for seamless customer support. Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your AI Assistant

To create an AI assistant for travel FAQs, you first need to access Pabbly Chatflow. Start by navigating to the Pabbly Chatflow landing page by typing Pabbly.com/chatflow in your browser. This platform allows you to integrate various applications seamlessly, making it the perfect choice for automating responses to travel queries.

Once on the landing page, you can choose to either sign in if you are an existing user or sign up for free if you are new. Signing up provides access to numerous tasks every month, allowing you to explore the full capabilities of Pabbly Chatflow. After signing in, you will be directed to the dashboard where you can begin setting up your AI assistant.

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2. Adding Your WhatsApp Number to Pabbly Chatflow

Before creating your AI assistant, it is essential to add a WhatsApp number in Pabbly Chatflow. This is crucial for automating responses to user queries on platforms like WhatsApp. You will find the option to add a WhatsApp number on the dashboard under the ‘Add WhatsApp Number’ section.

• Choose between WhatsApp Connect or Manual Token Connect to add your number.
• If you’re unsure about the process, refer to the video tutorials linked in the description for guidance.

After successfully adding your WhatsApp number, you can now proceed to create your AI assistant. This is a simple yet vital step in ensuring your assistant can respond to customer inquiries effectively.

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3. Creating Your AI Assistant in Pabbly Chatflow

To create your AI assistant, navigate to the ‘AI Assistant’ feature in Pabbly Chatflow. Click on the ‘Add Assistant’ button to start the setup process. Here, you will be prompted to name your assistant and select an instruction type. You can choose a pre-built example like ‘AI Agent’ to simplify the setup.

After selecting your instruction type, you will see fields to customize various settings. This includes adjusting the temperature for responses, selecting the AI model (such as GPT-4), and entering your OpenAI API key. Make sure to follow the on-screen instructions to obtain your API key from OpenAI and paste it into the designated field in Pabbly Chatflow.

• Set the temperature for creative responses (0 for focused, 1 for creative).
• Customize header and footer messages, stop keywords, and retry attempts as needed.

Once you complete these steps, your AI assistant will be ready for further customization, including uploading a knowledge base that contains FAQs and company information.

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4. Uploading Your Knowledge Base for Travel FAQs

A critical aspect of your AI assistant is the knowledge base, which provides it with the necessary information to respond to user queries. In Pabbly Chatflow, you can upload this knowledge base as a text or PDF file. It’s essential to ensure that this file contains all relevant FAQs and details about your travel agency.

To upload your knowledge base, go to the designated section in the AI assistant settings and click on ‘Choose File’. Select the file you prepared earlier and upload it. Pabbly Chatflow supports both text and PDF formats, but it is recommended to use a text file for better compatibility.

Ensure your knowledge base includes company background, FAQs, and any other relevant information. After uploading, confirm that the file has been processed successfully.

With your knowledge base in place, your AI assistant will be equipped to handle a wide range of travel inquiries from users efficiently.

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5. Testing Your AI Assistant’s Functionality

After setting up your AI assistant in Pabbly Chatflow, it’s time to test its functionality. Start by sending a message through WhatsApp to see how the assistant responds. For example, typing ‘Hey’ should trigger an automatic reply such as ‘Hello, how can I assist you today?’ This initial response indicates that your assistant is functioning properly.

You can further test the assistant by asking specific questions related to travel packages or payment options. For instance, asking about domestic travel packages or payment methods should yield accurate responses based on the knowledge base you uploaded. This step is crucial to ensure that your AI assistant can handle real user queries effectively.

Once you are satisfied with the responses, you can enable AI auto replies for multiple contacts. This feature allows you to assign the assistant to a group of contacts, making it easier to manage customer interactions. Simply navigate to the settings, enable AI auto replies, and select the contact list you wish to assign.

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Conclusion

In conclusion, creating an AI assistant for travel FAQs using Pabbly Chatflow streamlines customer interactions and enhances service efficiency. By following these steps, you can set up an automated response system that caters to user inquiries effectively. Start using Pabbly Chatflow today and transform your travel agency’s customer support experience.

Learn how to automate product recommendations for your e-commerce business using WhatsApp and Pabbly Chatflow. Step-by-step tutorial included. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To start automating product recommendations for your e-commerce business through WhatsApp, you need to access Pabbly Chatflow. Simply type the URL Pabbly.com/chatflow into your browser. Once you arrive at the landing page, you will see options to sign in or sign up for free.

If you are a new user, click on the Sign Up Free button to create an account. Existing users can log in directly. Signing up gives you access to 100 free credits every month, allowing you to practice and explore Pabbly Chatflow features.

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2. Creating a WhatsApp Chatbot with Pabbly Chatflow

Once logged into Pabbly Chatflow, you will be directed to the dashboard. Here, you can see the connected WhatsApp numbers. To create a WhatsApp chatbot, click on the Add WhatsApp Number button. You can choose between WhatsApp connect or manual token connect options.

• Select WhatsApp Connect for direct integration.
• Choose Manual Token Connect if you prefer that method.

After connecting your WhatsApp number, navigate to the Flows section in the sidebar. Click on the Add Flow button to start building your chatbot. Name your flow ‘Automate Product Recommendations for E-commerce Business’ and set the trigger event to Keyword Reject Match.

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3. Designing the Chatbot Flow in Pabbly Chatflow

In this step, you will design the flow of your chatbot using Pabbly Chatflow. Start by dragging and dropping the List option to create a list of product categories. Set the header to ‘Welcome’ and the body to something engaging like ‘Hi, welcome to XYZ store. What would you like to explore?’.

• Add sections for categories: Fashion, Beauty and Skincare, Electronics.
• For each category, create a list of products.

For example, under the Fashion category, you can add items like ‘Summer Dress’ and ‘Denim Jacket’. Ensure to include a button for each item labeled Buy Now. This setup allows customers to easily navigate through your product offerings.

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4. Interacting with Customers through Pabbly Chatflow

Now that your chatbot flow is designed, you need to set up interactions with customers using Pabbly Chatflow. When a user clicks the Buy Now button, use the Ask Question action to prompt for their full name and address. This information is crucial for processing their orders.

Ask for the full name and save it in a contact custom field. Follow up by asking for the customer’s address.

After collecting the necessary information, send a personalized thank-you message to the customer. Use a template like ‘Thank you, {full_name}, for shopping with us! Your order has been placed.’ This personalization enhances customer engagement and satisfaction.

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5. Testing Your WhatsApp Chatbot with Pabbly Chatflow

Once your chatbot is fully set up in Pabbly Chatflow, it’s time to test its functionality. Send a message to the connected WhatsApp number, and the chatbot should respond with a welcome message and display the product categories.

As you interact with the chatbot, ensure that it correctly follows the flow you designed. Check that it provides the right product recommendations and captures customer information accurately. This testing phase is essential to ensure a seamless customer experience.

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Conclusion

Automating product recommendations for your e-commerce business using WhatsApp and Pabbly Chatflow can significantly enhance customer engagement. By following this step-by-step guide, you can create a personalized chatbot that streamlines the shopping experience for your customers. Start using Pabbly Chatflow today to transform your e-commerce operations!

Learn how to automate sending WhatsApp order confirmations for Instamojo orders using Pabbly Connect. Follow our 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 send WhatsApp order confirmations for Instamojo orders, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect homepage by entering Pabbly.com/connect in your browser.

Once on the homepage, you will see options to either sign in or sign up. If you are new, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month. Existing users can simply sign in to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your Pabbly Connect dashboard. Here, you will create a new workflow that connects your Instamojo account with WhatsApp. Click on the ‘Create Workflow’ button at the top right corner. using Pabbly Connect

In the workflow creation dialogue, choose the beta version for a modern experience. Name your workflow as ‘Send WhatsApp Order Confirmation for Instamojo Orders’ and select a folder for organization. You can create multiple folders to manage your workflows effectively.

• Click on the ‘Create’ button to finalize your workflow setup.
• Understand the trigger and action principles for effective automation.

Now that your workflow is created, proceed to set up the trigger that will initiate the automation process.

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3. Setting Up the Trigger for Instamojo

The next step involves configuring the trigger for your workflow. Click on the ‘Add Trigger’ button and select ‘Instamojo V2’ as your trigger application. Choose the event ‘New Sale’ to capture new payments.

After selecting the event, click on ‘Connect’ to generate a webhook URL. This URL is crucial for linking your Instamojo account with Pabbly Connect. Copy the webhook URL provided and head over to your Instamojo account.

• Go to ‘Smart Pages’ in your Instamojo account and edit the payment page.
• Enable the webhook option and paste the copied URL.
• Select ‘Successful Payment’ as the event to trigger the webhook.

Click on ‘Save and Update’ to complete the setup. Your Instamojo account is now connected to Pabbly Connect and ready to send data when a new payment occurs.

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4. Testing the Setup with a Test Payment

After configuring the trigger, it’s essential to test the setup. To do this, make a test payment through your Instamojo account. Copy the payment page link and paste it into a new browser tab.

Fill in the required details, including a dummy name, email, and phone number, and proceed to make the payment. Once the payment is successful, return to Pabbly Connect and wait for the webhook response.

Ensure you receive a successful response with the customer details. This response confirms that the trigger is working correctly.

With the successful response, your trigger is now fully operational, and you can proceed to set up the action step to send WhatsApp messages.

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5. Setting Up the Action to Send WhatsApp Messages

Now, it’s time to configure the action step that sends the WhatsApp confirmation message. Click on the ‘Add Action’ button and select ‘WhatsApp Cloud API’ as the action application. Choose the event ‘Send Template Message’ to send your customized message. using Pabbly Connect

Click on ‘Connect’ and select ‘Add a New Connection’. Here, enter your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID. You can obtain these details from your Meta account where you set up the WhatsApp Cloud API.

Map the receiver’s phone number from the previous step’s response. Select the template ID you created for order confirmations. Fill in the required fields and click on ‘Save and Send Request’.

Once you receive a successful response, check your WhatsApp for the confirmation message. This indicates that your automation setup is complete, allowing you to send personalized order confirmations automatically.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp order confirmations for Instamojo orders. By following these steps, you can easily set up an efficient workflow that enhances customer communication and streamlines your order processing.

Utilizing Pabbly Connect not only saves time but also ensures that your customers receive timely updates about their orders, improving overall satisfaction.

Learn how to automate WhatsApp confirmation messages for Typeform leads using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integrating Typeform and WhatsApp

To begin sending WhatsApp confirmation messages automatically for Typeform leads, you need to access Pabbly Connect. Open your browser and navigate to pabby.com/connect. This will take you to the Pabbly Connect homepage.

Once on the homepage, you will see options to either sign in or sign up. If you are new, click on the ‘Sign Up Free’ button, which allows you to explore the software with 100 free tasks each month. Existing users should click on ‘Sign In’ to access their accounts.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a workflow to automate the process. Click on the ‘Create Workflow’ button located at the top right corner.

• Select the beta version for a modern workflow experience.
• Name your workflow, for example, ‘Send WhatsApp Confirmation Messages Automatically for Typeform Leads’.
• Choose a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, you will be ready to set up the automation trigger. This is a crucial step in using Pabbly Connect effectively.

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3. Setting the Trigger for Typeform Submissions

In this step, you will set up the trigger to activate the automation. Click on the ‘Add Trigger’ button and select ‘Typeform’ as your trigger application. Choose ‘New Entry’ as your app event.

Next, you will need to connect your Typeform account. Click on ‘Connect’ and select ‘Add a New Connection’. If your Typeform account is already connected, you can choose ‘Select Existing Connection’. Ensure you are logged into your Typeform account to facilitate a smooth connection.

• Select the form you want to connect, such as ‘Lead Form’.
• Click on ‘Save and Send Test Request’ to proceed.

After setting the trigger, you will need to perform a test submission in Typeform to ensure everything is connected properly. This process highlights the power of Pabbly Connect in automating workflows.

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4. Configuring WhatsApp Cloud API for Sending Messages

Now that the trigger is set, the next step is to add an action step to send WhatsApp messages. Click on ‘Add Action’ and select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the app event.

To establish the connection, click on ‘Connect’ and select ‘Add a New Connection’. Here, you will need to enter your WhatsApp Cloud API credentials: the token, phone number ID, and WhatsApp business account ID.

Ensure you have set up your WhatsApp Cloud API account to get these credentials. Map the phone number dynamically from the Typeform submission. Select the template ID for the message you wish to send.

By configuring the WhatsApp Cloud API through Pabbly Connect, you set the stage for personalized communication with leads.

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5. Testing the WhatsApp Confirmation Message Automation

With everything configured, it’s time to test the automation. Make a new test submission in your Typeform lead form. Input dummy details and submit the form.

Once the submission is complete, check your WhatsApp for the confirmation message. You should receive a message that includes the lead’s name and the details provided in the form. This confirms that the automation is functioning properly.

Ensure the message is personalized using the lead’s name. Verify that all details match what was submitted in the form.

By following these steps using Pabbly Connect, you can successfully automate WhatsApp confirmation messages for Typeform leads, enhancing your communication efficiency.

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Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate WhatsApp confirmation messages for Typeform leads. By following the outlined steps, you can streamline your communication process and ensure that every lead receives prompt and personalized messages.

Learn how to integrate Razorpay with Twilio using Pabbly Connect to send automated product recommendations via SMS after a payment. Step-by-step guide included. 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 Integration

To start this integration process, you will need to access Pabbly Connect. Begin by navigating to the Pabbly Connect landing page by typing ‘Pabbly.com/connect’ in your browser. This platform is essential for connecting Razorpay and Twilio to send product recommendations via SMS after a payment.

Once on the landing page, you will see options to either sign in or sign up. If you are a new user, select the ‘Sign up for free’ option. Existing users should click on ‘Sign in’ to access their accounts. After signing in, click on the ‘Access Now’ button to enter your Pabbly Connect dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect 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 workflow builder and the classic one. Opt for the new workflow builder for a modern interface.

• Enter the workflow name: ‘Send Product Recommendations via SMS After a Payment via Razorpay’.
• Select the folder for automation or create a new one.
• Click on ‘Create’ to open the workflow window.

In this window, you will set up the trigger and action for your workflow. The trigger will be set to activate when a payment is captured in Razorpay.

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3. Setting Up the Trigger with Razorpay

To set up the trigger, click on ‘Add Trigger’ and search for Razorpay. Select it and choose the trigger event as ‘Payment Captured’. After that, click on ‘Connect’ to establish the connection.

Pabbly Connect will provide you with a webhook URL. Copy this URL and head over to your Razorpay account. Navigate to the ‘Developers’ section on the left side of the Razorpay dashboard and select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL.

• For the active event, select ‘Payment Captured’.
• You may also enter optional fields like the secret and alert email.
• Click on ‘Create Webhook’ to finalize the setup.

With this, you have successfully created a connection between Razorpay and Pabbly Connect. Now, you will need to perform a test submission to capture the webhook response.

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4. Performing Test Submission for Webhook Response

To test the webhook, go back to your Razorpay dashboard and navigate to your payment pages. Choose a product to purchase, such as the ‘Natural Glow Face Toner’. Complete the payment process to trigger the webhook.

Once the payment is successful, return to your Pabbly Connect dashboard. You will see that Pabbly has captured the webhook response, including the product name and customer details. This confirms that the integration is working correctly.

Verify that the product name and customer details are displayed. Ensure that the workflow is ready to send SMS based on the captured data.

Now that you have verified the webhook response, you can proceed to set up the SMS sending action.

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5. Sending SMS Using Twilio

To send the SMS, click on ‘Add New Action Step’ and search for Twilio. Select the action event as ‘Send SMS Message’ and click on ‘Connect’. You will need to enter your Twilio account SID and authorization token to establish the connection. using Pabbly Connect

Once connected, you will need to set up the SMS content. In the message body, write a personalized SMS thanking the customer for their purchase and recommending additional products. Use mapping to insert the customer’s name dynamically into the message.

Map the customer’s phone number to the recipient field. Use your Twilio number as the sender’s number.

After setting up the SMS details, click on ‘Save and Send Test Request’. You should receive a confirmation that the SMS has been sent successfully. This completes the workflow, enabling automatic SMS notifications to customers after a payment is made.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Razorpay with Twilio for sending automated SMS product recommendations after a payment. By following these steps, you can enhance your customer engagement and upsell products effectively.

With this setup, every time a customer makes a purchase, they will receive a personalized SMS, helping you to boost sales and improve customer satisfaction. Start using Pabbly Connect today to streamline your business processes.

Learn how to create an AI assistant for gym member queries using Pabbly Chatflow. This detailed tutorial covers all steps and integrations. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your Gym Queries

To create an AI assistant for gym member queries, you first need to access Pabbly Chatflow. Simply visit the Pabbly Chatflow website at www.Pabbly.com/chatflow. Here, you will find options to sign in or sign up for a free account, which gives you access to 100 free credits every month.

Once signed in, you will be directed to the Pabbly Chatflow dashboard. This platform allows you to manage WhatsApp conversations seamlessly, making it ideal for handling member queries efficiently. To get started, click on the ‘Access Now’ button under Pabbly Chatflow.

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2. Setting Up Your WhatsApp Number in Pabbly Chatflow

After logging into Pabbly Chatflow, the next step is to set up your WhatsApp number. Click on the ‘Add WhatsApp Number’ button, where you will see two options: WhatsApp Connect and Manual Token Connect. Choose the method that suits you best.

• Select WhatsApp Connect for a direct integration.
• Use Manual Token Connect if you have a token ready.

Once your WhatsApp number is added, you can create multiple folders for better organization. This setup is crucial for managing inquiries effectively. With your number connected, you are now ready to create an AI assistant tailored for your gym members.

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3. Creating Your AI Assistant in Pabbly Chatflow

To create your AI assistant, navigate to the ‘AI Assistant’ section in Pabbly Chatflow. Click on the ‘Add Assistant’ option to start building your assistant. Name it appropriately, such as ‘Gym Members Queries’ to reflect its purpose.

Once named, you will need to select the instruction type. Choose ‘AI Assistant’ as the type to proceed. This selection is vital as it determines how the assistant will interact with gym members. You can also customize the AI instructions to suit your needs, ensuring it responds accurately to member queries.

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4. Configuring AI Settings for Optimal Responses

In this section, you will configure the AI settings for your assistant in Pabbly Chatflow. Start by setting the temperature, which determines the creativity of the responses. A temperature of 0.5 is recommended for balanced replies.

• Select the AI model, such as GPT-4 Mini, for enhanced interaction.
• Enter your OpenAI API key to enable the assistant to function.

After entering the API key, you can set additional options like header messages and footer messages. These elements personalize the interaction and ensure a friendly tone when responding to gym members. Once configured, save your settings to proceed.

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5. Testing Your AI Assistant and Finalizing Setup

After completing the configuration in Pabbly Chatflow, it’s time to test your AI assistant. Send a sample query, such as ‘Do you have yoga classes?’ and observe how the assistant responds. The goal is to ensure that it provides accurate information quickly.

If the assistant responds correctly, you can finalize the setup by toggling the activation button on and saving the assistant. Additionally, you can embed the assistant on your website by copying the provided script and adding it to your site’s code.

This integration allows your gym to handle member queries efficiently, freeing up your time and improving member satisfaction. With Pabbly Chatflow, you can manage all interactions effortlessly.

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Conclusion

Creating an AI assistant for gym member queries using Pabbly Chatflow is a straightforward process that enhances communication. By following the steps outlined, you can automate responses and improve member engagement effectively. Start utilizing Pabbly Chatflow today to streamline your gym’s member interactions!

Learn how to send custom follow-up SMS after event registration from Google Sheets using Pabbly Connect. This tutorial provides a step-by-step guide to automate SMS notifications.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin sending custom follow-up SMS after event registration from Google Sheets, you first need to access Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. This platform will facilitate the integration between Google Sheets and Twilio for sending SMS.

Once on the homepage of Pabbly Connect, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to get started. Existing users can simply log in to their accounts. After signing in, you will be directed to the dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

Now that you are on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to select the workflow builder; choose the ‘New Beta’ option for a modern experience.

• Click on ‘Create Workflow’ button.
• Name your workflow, for example, ‘Send Custom Follow-Up SMS After Event Registration from Google Sheets’.
• Select a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This will initiate the workflow setup process where you can define your triggers and actions.

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3. Setting Up the Trigger from Google Sheets

In this step, you will set up a trigger that responds to new entries in your Google Sheets. In the workflow, select Google Sheets as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’.

Click on ‘Connect’ to establish a connection between your Google Sheets and Pabbly Connect. You will be provided with a webhook URL; copy this URL as it is essential for linking your Google Sheets with Pabbly Connect.

• Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your Google Sheets to see the add-on.

Once you have installed the add-on, go to Extensions > Pabbly Connect Webhooks > Initial Setup, and paste the copied webhook URL. Set the trigger column to the last column of your data, usually column D, and click ‘Submit’. This will configure the connection successfully.

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4. Configuring Twilio for SMS Sending

With the trigger set up, the next step is to configure Twilio for sending SMS messages. In your Pabbly Connect workflow, add an action step and select Twilio as the application. Choose ‘Send SMS Message’ as the action event.

Click on ‘Connect’ to link your Twilio account with Pabbly Connect. You will need to provide your Twilio Account SID and Auth Token, which can be found in your Twilio account under Account Info. Paste these details into the respective fields in Pabbly Connect.

Enter your Twilio Account SID and Auth Token. Input your Twilio phone number as the sender number. Map the recipient’s phone number from the Google Sheets data.

Finally, compose the body of the SMS, using dynamic fields to personalize the message with the registrant’s name. Once everything is filled out, click ‘Save and Send Request’ to test the setup.

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5. Testing and Activating the Automation

After configuring the Twilio SMS sending action, it’s crucial to test your automation to ensure it works as intended. Go back to your Google Sheets and add a new registration entry. Once the entry is added, Pabbly Connect should automatically capture this data and trigger the SMS sending process.

Check your phone for the SMS, which should confirm that the setup is successful. The SMS will contain the personalized message you configured earlier. If the SMS is received, your automation is now fully operational.

To finalize, ensure that the ‘Send on Event’ option is turned on in the Pabbly Connect add-on settings within Google Sheets. This setting allows Pabbly Connect to continuously monitor for new entries and send SMS notifications automatically.

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Conclusion

In summary, using Pabbly Connect, you can efficiently automate the process of sending custom follow-up SMS after event registration from Google Sheets. This integration streamlines communication with registrants, ensuring they receive timely notifications.

Learn how to automate the process of publishing Instagram content to YouTube using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate the process of publishing Instagram content to YouTube, start by accessing Pabbly Connect. Visit the Pabbly website and sign in to your account. If you don’t have an account yet, you can sign up for free, which provides you with 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for this integration. Click on the ‘Create Workflow’ button and name it ‘Auto Publish Instagram Content on YouTube’. This sets the stage for the automation process.

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2. Creating the Workflow in Pabbly Connect

After naming your workflow, you will be prompted to set up a trigger and action. The trigger will be set to Instagram, specifically for when new media is posted. This means that every time you post a new reel or image on Instagram, it will trigger the workflow.

• Select Instagram for Business as your trigger application.
• Choose the trigger event ‘New Media Posted in My Account’.
• Connect your Instagram account to Pabbly Connect.

Once connected, you can test this trigger to ensure it captures the most recent post. This connection is crucial as it allows Pabbly Connect to monitor your Instagram account for new content.

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3. Setting Up YouTube Action in Pabbly Connect

Next, you will set the action to upload the captured Instagram media to YouTube. Choose YouTube as your action application and select the action event as ‘Upload Video’. This action will take the media captured from Instagram and upload it as a YouTube short.

To connect your YouTube account, you will need to authorize Pabbly Connect to access your YouTube data. Once connected, you will need to fill in the necessary fields for video title, description, and tags. You can map these fields using data received from the Instagram trigger.

• Map the video title from the Instagram post caption.
• Use the media URL from Instagram for the video URL.
• Add relevant tags based on the Instagram content.

This setup allows Pabbly Connect to seamlessly transfer your content from Instagram to YouTube, ensuring that your audience sees your latest posts across platforms.

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4. Generating Video Tags and Description Using OpenAI

To enhance your YouTube video, you can generate a more engaging title and description using OpenAI. Add an action step to your workflow and select OpenAI as your application. Choose the action event as ‘Chat GPT Structured AI Output’. This step will help you craft a compelling title and description for your YouTube video.

In this step, you will provide a prompt that instructs OpenAI to generate the title, description, and tags for the video. Ensure that the prompt is clear and instructive, focusing on the content of the Instagram post. After setting up the prompt, you can map the results to the YouTube action step.

Here’s how to set it up:

Enter a prompt that asks OpenAI to create a title and description based on the Instagram content. Map the generated title and description to the respective fields in the YouTube action. Use the generated tags in the YouTube upload settings.

>This integration allows Pabbly Connect to enhance the quality of your YouTube content automatically.

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5. Executing and Testing the Workflow

After setting up all the necessary steps in Pabbly Connect, it’s time to execute the workflow. Click on the ‘Save and Send Test Request’ button to test the entire process. This will ensure that your Instagram content is correctly published on YouTube.

Once the test is successful, you can create a post on Instagram. After posting, check your YouTube channel to confirm that the content has been uploaded correctly with the title, description, and tags generated automatically.

This final step verifies that your automation is functioning as intended, allowing for a seamless flow of content from Instagram to YouTube. With Pabbly Connect, you can now automate your social media presence effectively.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the publishing of Instagram content to YouTube. By following the steps outlined, you can ensure that your posts reach a wider audience without additional effort. Embrace automation to enhance your social media strategy!

Learn how to efficiently collect customer feedback using Pabbly Chatflow and Pabbly Chatflow. This detailed tutorial guides you through the integration process step-by-step. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Customer Feedback Collection

To collect customer feedback effectively, you need to access Pabbly Chatflow. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get started with 100 free credits each month.

Once logged in, navigate to the dashboard where you can manage all your WhatsApp numbers and create chat flows. Here, you will find options to add WhatsApp numbers, manage contacts, and access the flow builder, which are essential for setting up your feedback collection system.

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2. Creating a Chatflow in Pabbly Chatflow

In this section, you will create a new chat flow to collect customer feedback. Click on the ‘Add Flow’ button in the Pabbly Chatflow dashboard. Name your flow appropriately, for example, ‘Collect Customer Feedback’. This name will help you identify the flow’s purpose easily. using Pabbly Connect

• Select a meaningful name for your flow.
• Choose a trigger event that starts the conversation.
• Add keywords or regular expressions to filter messages.

After naming your flow, you will see options to set trigger events. Choose the appropriate event that will initiate the feedback collection, such as receiving a new message. This setup is crucial to ensure that your customers can start the feedback process seamlessly.

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3. Designing Your Feedback Chatbot with Pabbly Chatflow

Now that you have your chat flow set up, it’s time to design the feedback chatbot. Drag and drop the text and button elements from the message section into your flow. Start with a welcome message that encourages users to provide their feedback. using Pabbly Connect

For example, you can write, ‘Hi, we love your feedback to serve you better. How would you like to give your feedback?’ This message will engage your customers and prompt them to respond. Next, provide action buttons such as ‘Rate Product’ or ‘Write a Review’ to guide them through the feedback process.

• Create a welcome message to initiate the conversation.
• Add buttons for rating and reviewing products.
• Incorporate a rating scale from 1 to 5 for user feedback.

After setting up the initial messages and buttons, ensure that the flow allows users to rate their experience and provide detailed feedback. This interaction will help you collect valuable insights directly from your customers.

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4. Integrating Google Sheets with Pabbly Connect

To store the collected feedback efficiently, integrate Google Sheets using Pabbly Connect. Start by creating a new workflow in Pabbly Connect. This will allow you to automate the process of transferring feedback data to your Google Sheets.

Once in Pabbly Connect, select your trigger app as Pabbly Chatflow and choose the event that corresponds with the feedback received. Next, you will set up an action to add a new row in your Google Sheets with the feedback details.

Choose the trigger app as Pabbly Chatflow. Select the action to add a new row in Google Sheets. Map the feedback fields to the corresponding columns in Google Sheets.

This integration ensures that all feedback collected through Pabbly Chatflow is automatically recorded in your Google Sheets for further analysis and action.

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5. Finalizing and Activating Your Feedback Flow

After setting up the chatbot and integrating with Google Sheets, the last step is to finalize and activate your feedback flow. Review all the steps to ensure everything is correctly configured, including the messages, buttons, and Google Sheets integration. using Pabbly Connect

Once satisfied, click on the ‘Activate Flow’ button. This will enable your feedback collection system to start working in real-time. You can also share your flow with customers by generating a shareable link, ensuring they can easily access the feedback process.

Make sure to test your flow before going live to identify any issues. This testing phase is crucial to ensure that your customers have a smooth experience when providing feedback.

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Conclusion

In conclusion, using Pabbly Chatflow and Pabbly Connect allows businesses to efficiently collect customer feedback through WhatsApp. By following the steps outlined, you can create an automated feedback collection system that enhances customer engagement and streamlines data management.