Author: Rudra Sisodiya

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.

Learn how to automate sending payment links on WhatsApp for failed Instamojo transactions using Pabbly Connect. Step-by-step tutorial included. 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 Payment Automation

Pabbly Connect is an essential automation tool that allows you to integrate different applications seamlessly. In this tutorial, we will explore how to send a payment link on WhatsApp for failed Instamojo transactions using Pabbly Connect. This integration ensures that your customers receive immediate notifications if their payment fails.

By utilizing Pabbly Connect, you can automate the process of sending a retry payment link to your customers via WhatsApp. This not only enhances customer experience but also helps in recovering lost sales due to payment failures.

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2. Accessing Pabbly Connect and Creating a Workflow

To start, navigate to the Pabbly Connect website to create an account or log in. Once logged in, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation.

Here are the steps to create your workflow in Pabbly Connect:

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Send Payment Link on WhatsApp for Failed Instamojo Transactions’.
• Select the appropriate folder for organization.

After completing these steps, your workflow will be successfully created and ready for further configuration.

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3. Setting Up the Trigger with Instamojo

In this section, we will set up the trigger for our workflow using Instamojo. The trigger will activate whenever a payment fails on your Instamojo account. To do this, select Instamojo as your trigger application in Pabbly Connect.

Follow these steps to configure the trigger:

• Choose ‘Failed Payment’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Log into your Instamojo account and paste the webhook URL in the settings for the product.

>Once you have set up the webhook in Instamojo, you can proceed to test the connection to ensure everything is working correctly.

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4. Connecting WhatsApp Cloud API as the Action Application

After successfully setting up the trigger, it’s time to connect WhatsApp Cloud API as the action application in your Pabbly Connect workflow. This step will allow you to send a template message to the user whenever a payment fails.

Here’s how to set up the action step:

Select WhatsApp Cloud API as your action application. Choose ‘Send Template Message’ as the action event. Connect your WhatsApp account by entering the required credentials, including the Access Token.

>Once the WhatsApp API is connected, you can map the necessary fields to customize the message, including the customer’s name and the payment link.

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5. Testing and Finalizing Your Workflow

Finally, after all configurations, it’s crucial to test your workflow to ensure it functions as expected. Initiate a test payment through your Instamojo account to trigger the workflow.

During the test, check if the template message is correctly sent to your WhatsApp. Ensure that the message contains the retry payment link and customer information. If everything works fine, you can finalize the workflow in Pabbly Connect and start using it for real transactions.

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Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to send payment links on WhatsApp for failed Instamojo transactions. By automating this process, you can enhance customer satisfaction and recover potential sales effectively. Start using Pabbly Connect today to streamline your payment notifications!

Learn how to automate lead collection and nurturing for real estate on WhatsApp using Pabbly Chatflow and Pabbly Chatflow in this detailed tutorial. 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 WhatsApp Automation

To automate lead collection and nurturing for real estate on WhatsApp, you first need to access Pabbly Chatflow. Start by visiting Pabbly.com/chatflow and either sign up for a new account or log in if you already have one.

Once logged in, you will see the dashboard of Pabbly Chatflow. Here, you can add your WhatsApp number by clicking on the ‘Add WhatsApp Number’ button. You will have two options: WhatsApp Connect or Manual Token Connect. Choose the one that suits your needs.

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2. Creating a WhatsApp Chatbot with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create a WhatsApp chatbot. Click on ‘Flows’ in the sidebar, then select ‘Add Flow’ to start building your chatbot.

• Provide a name for your flow, such as ‘Automate Lead Collection and Nurturing for Real Estate’.
• Set the trigger event to ‘Keyword Regex Match’ to initiate the chatbot when a user sends a specific keyword.
• Create a welcome message that greets users and offers options like ‘Buy Property’ or ‘Rent Property’.

This setup allows Pabbly Chatflow to respond automatically to user inquiries, significantly reducing manual follow-ups.

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3. Collecting Lead Data via Pabbly Chatflow

Once the chatbot is set up, it’s time to collect lead data. When users select an option, you can prompt them to enter their full name, email address, budget range, and preferred location.

• Ask for the user’s full name and save it in a custom field.
• Request the email address and budget range, mapping these responses to their respective fields.
• Finally, ask for the preferred location to complete the lead data collection.

This process ensures that Pabbly Chatflow effectively gathers all necessary information from potential leads without any manual intervention.

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4. Integrating Pabbly Chatflow with HubSpot CRM

After collecting lead data, the next step is to integrate Pabbly Chatflow with HubSpot CRM using Pabbly Connect. This integration allows you to automatically create a new contact in HubSpot whenever a user submits their information through the chatbot.

To do this, you need to set up an API request in Pabbly Chatflow. Copy the webhook URL generated in Pabbly Connect and paste it into the API request section of your chatbot flow. Map the collected data fields like full name, email, budget, and location to the corresponding fields in HubSpot CRM.

This seamless integration ensures that all collected leads are saved directly into HubSpot CRM, allowing for efficient management and follow-up. With Pabbly Chatflow, you can automate the entire lead nurturing process.

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5. Finalizing the Chatbot Flow in Pabbly Chatflow

Finally, you will want to finalize your chatbot flow in Pabbly Chatflow. This includes setting up conditions for what happens after a user selects a property or rental option. You can create lists of properties for sale or rent, which are displayed based on user selections.

Once users select a property, send them a thank-you message or confirmation. You can also add media like images of properties to enhance user experience. This ensures that Pabbly Chatflow not only collects leads but also engages users effectively.

Test your chatbot to ensure it works as expected. Monitor the inbox in Pabbly Chatflow to see incoming messages and automated replies. This complete setup allows for efficient lead collection and nurturing for your real estate business on WhatsApp.

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Conclusion

In this tutorial, we explored how to automate lead collection and nurturing for real estate on WhatsApp using Pabbly Chatflow and Pabbly Connect. By following the steps outlined, you can create an efficient chatbot that reduces manual workload and enhances customer engagement.

Learn how to automate Facebook leads into Google Sheets and send SMS notifications using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating Facebook leads to Google Sheets and SMS, first access Pabbly Connect by visiting pabby.com/connect in your browser. This platform serves as the central hub for integrating various applications seamlessly.

Upon reaching the Pabbly Connect homepage, you will see options to either sign in or sign up for free. If you are a new user, select the ‘Sign Up Free’ option to create an account and receive 100 free tasks per month.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button located at the top right corner. Here, you will be prompted to choose between the new beta or classic version; select the beta version for a more modern experience.

• Select a name for your workflow, such as ‘Facebook Leads to Google Sheets plus SMS Automation Made Easy’.
• Choose a folder to save your workflow, like ‘Facebook Lead Ads’.
• Click on the ‘Create’ button to finalize the workflow setup.

With your workflow created, you are now ready to set up the trigger for your automation process.

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3. Setting Up Facebook Lead Ads Trigger

In this step, you will configure the trigger for your workflow. Select ‘Facebook Lead Ads’ as the trigger application and choose the ‘New Lead Instant’ event. Click on ‘Connect’ to establish a connection with your Facebook account.

Ensure you are logged into your Facebook account to facilitate a smooth connection. Once connected, select the appropriate page and lead generation form you wish to use. For example, choose the page named ‘Natural Glow Skin Care’ and the corresponding lead form.

• Click on ‘Save and Send Test Request’ to confirm that the connection is established.
• Generate a test lead using the Meta Lead Ads Testing Tool to check if the data flows into Pabbly Connect.

After generating the test lead, you should see the lead details reflected in Pabbly Connect, confirming that your trigger is set up correctly.

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4. Adding Google Sheets Action to Store Leads

With your trigger successfully set, the next step is to add an action to store the lead information in Google Sheets. Select ‘Google Sheets’ as your action application and choose the ‘Add a New Row’ event.

Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect. Select ‘Sign In with Google’ and authorize access to your Google account. Once connected, choose the spreadsheet and specific sheet where the lead data will be saved.

Map the lead details from the trigger step to the corresponding fields in Google Sheets, such as name, email, phone number, and skin type. Click on ‘Save and Send Test Request’ to ensure the data is correctly added to your Google Sheets.

After completing this step, you should verify that the new lead details appear in your selected Google Sheet.

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5. Sending SMS Notifications to Leads

Finally, to complete the automation, you will set up an action to send an SMS notification to the new lead. Select ‘Twilio’ as your action application and choose the ‘Send SMS Message’ event. using Pabbly Connect

Connect your Twilio account by entering the required credentials such as Account SID and Auth Token. Once connected, you can customize the SMS body, including a mapped variable for the lead’s first name to personalize the message.

Enter the SMS body, such as ‘Hi [Lead’s Name], thanks for showing interest in Natural Glow Skin Care!’ Map the recipient’s phone number to ensure the SMS is sent to the correct lead.

After configuring the SMS details, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully, providing immediate feedback to the lead.

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Conclusion

By following these steps, you can effectively automate the process of capturing Facebook leads into Google Sheets and sending SMS notifications using Pabbly Connect. This integration streamlines your workflow and enhances communication with potential customers, making your lead management process efficient and effective.

Learn how to automate WhatsApp confirmation messages for Calendly bookings using Pabbly Connect with this step-by-step guide. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Automation

To automate WhatsApp confirmation messages for Calendly bookings, start by accessing Pabbly Connect. Visit the Pabbly website by typing pabby.com in your browser. Once on the landing page, you can sign in if you already have an account or sign up for free to start using Pabbly Connect.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that integrate different applications. For this automation, you will be connecting Calendly with WhatsApp Cloud API using Pabbly Connect. This integration allows you to send confirmation messages automatically whenever a new booking is made in Calendly.

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2. Creating a New Workflow in Pabbly Connect

Next, create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and select the modern workflow builder. Name your workflow ‘Send WhatsApp Confirmation Message Automatically for Calendly Bookings’ and choose a folder to save it in.

Now, you will need to set up the trigger application. The trigger will start the workflow whenever a new invite is created in Calendly. Follow these steps to complete this setup:

• Select Calendly as the trigger application.
• Choose ‘Invite Created’ as the trigger event.
• Connect your Calendly account by clicking on ‘Connect’.

After connecting, click ‘Save and Send Test Request’ to verify that the trigger is set up correctly. This is how Pabbly Connect facilitates the initial connection with Calendly.

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3. Testing the Connection with a Calendly Booking

To ensure that the trigger works, you need to create a test booking in Calendly. Open your Calendly account and copy your booking link. Paste it into a new tab to schedule a test appointment.

Fill out the booking form with dummy details like first name, last name, email, and phone number. After scheduling the event, return to Pabbly Connect to see if the response has been captured. You should see the details of the booking appear in your workflow.

This confirms that Pabbly Connect successfully captured the new booking information from Calendly, including the email address, name, and phone number. This data will be used in the WhatsApp confirmation message.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

Now it’s time to set up the action application, which will be WhatsApp Cloud API. Click on ‘Add New Action Step’ and search for WhatsApp Cloud API. Choose ‘Template Message’ as the action event and connect your WhatsApp account.

To connect, you will need to enter your WhatsApp API credentials, including the token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp API setup dashboard. After entering the credentials, click ‘Save’ to establish the connection.

Once connected, you will map the data received from Calendly to the WhatsApp message. This is where Pabbly Connect allows you to customize your message using variables from the Calendly response, ensuring that each message is personalized for each booking.

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5. Sending the WhatsApp Confirmation Message

After mapping the necessary fields, you can finalize the WhatsApp message template. Enter the message body using the mapped variables for the name, date, time, and any other relevant information. This ensures that your message is dynamic and personalized for each booking.

Once everything is set, click ‘Save and Send Test Request’ to send a test message via WhatsApp. Check your WhatsApp to verify that the confirmation message has been received correctly.

This final step demonstrates how Pabbly Connect effectively automates the entire process, allowing you to send WhatsApp confirmation messages automatically for all future Calendly bookings without manual intervention.

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Conclusion

In this tutorial, we explored how to automate WhatsApp confirmation messages for Calendly bookings using Pabbly Connect. By following the steps outlined, you can create a seamless workflow that saves time and enhances communication with your clients. Automate your booking confirmations today with Pabbly Connect and streamline your business operations.

Learn how to log leads from Instagram Ads into Pipedrive CRM automatically using Pabbly Connect. 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. Access Pabbly Connect to Set Up Automation

To log leads from Instagram Ads into Pipedrive CRM automatically, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to create seamless integrations without any coding knowledge.

Once on the landing page, you have the option to either sign in if you are an existing user or sign up for free if you are new. By signing up, you can explore the features of Pabbly Connect with 100 free tasks every month. After signing in, navigate to the dashboard to begin creating your workflow.

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2. Create a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start. You will be asked to choose between the new workflow builder and the classic one. Opt for the new workflow builder for a modern setup.

• Enter a name for your workflow, such as ‘Log Leads from Instagram Ads into Pipedrive CRM Automatically’.
• Select a folder to save your workflow, or create a new one if needed.
• Click the ‘Create’ button to proceed.

Once the workflow is created, you will see the workflow window where you can set up the trigger and action for logging leads. This is where Pabbly Connect facilitates the automation process effectively.

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3. Set Up the Trigger for Instagram Lead Ads

To log leads, you need to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Instagram Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’ and click on ‘Connect’.

When prompted, you can either select an existing connection or add a new one. If you are creating a new connection, you will need to connect your Instagram account via the associated Facebook page. Once connected, select your Facebook page and the lead form you are using for your Instagram ads.

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4. Capture Test Lead and Configure Action

After setting up your trigger, you need to capture a test lead. Open a new tab and go to the Meta for Developers page to access the Lead Ads Debug Tool. This tool allows you to create a test lead to ensure the connection works properly.

• Select your Facebook page and lead form.
• Fill in the required details such as service of interest and contact information.
• Submit the form to generate a test lead.

Once the test lead is submitted, return to Pabbly Connect to see if the lead details have been captured successfully. This step is crucial for ensuring your automation works as intended.

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5. Create a New Contact in Pipedrive CRM

Now that you have captured the test lead, it’s time to create a new contact in Pipedrive CRM. Click on ‘Add New Action Step’ and search for ‘Pipedrive’. Select ‘Create a Person’ as the action event and click on ‘Connect’.

You will need to provide your Pipedrive API token to establish the connection. Retrieve the API token from your Pipedrive account under Personal Preferences, then paste it into Pabbly Connect. After saving the connection, map the fields from the test lead to the corresponding fields in Pipedrive.

Finally, click on ‘Save and Send Test Request’ to confirm that the new contact is created successfully in Pipedrive. You can check your Pipedrive account to verify that the contact has been added with the correct details.

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Conclusion

In this tutorial, we explored how to log leads from Instagram Ads into Pipedrive CRM automatically using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure no potential leads are missed. Start using Pabbly Connect today to enhance your business automation!

Learn how to automate sending product-specific email sequences using Mailchimp for landing page leads with Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send product-specific email sequences using Mailchimp for landing page form leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by searching for ‘Pabbly.com/connect’ in your browser. This platform is essential for integrating your landing page with Mailchimp.

Once on the Pabbly Connect homepage, you will have the options to sign in or sign up. If you are a new user, click on ‘Sign up free’ to create an account and explore 100 tasks every month. If you already have an account, simply click on ‘Sign in’. After logging in, you will be directed to the dashboard where you can start creating workflows.

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2. Creating a Workflow in Pabbly Connect

To automate the process of adding new subscribers to Mailchimp, you need to create a workflow using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to select the workflow builder; choose the ‘New Beta’ version for a modern experience.

• Click the ‘Create’ button to start a new workflow.
• Name your workflow, such as ‘Send Product Specific Email Sequences Using Mailchimp for Landing Page Form Leads’.
• Select a folder to save your workflow, or create a new one if needed.

After setting up these details, you will see the workflow interface where you can add triggers and actions. This is where the automation begins, allowing you to link your landing page to Mailchimp using Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select your trigger application, which in this case is ‘Landing G’. Choose ‘New Lead from Landing Page’ as the event. This setup will ensure that every new lead from your landing page initiates an action in Mailchimp.

Upon selecting your trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your landing page form to Pabbly Connect. Go to your Landing G account, edit the form settings, and paste the webhook URL into the integration settings.

• Select the method as ‘POST’ to ensure data is sent to the webhook.
• Map your form fields such as name, email, and phone number to the corresponding fields in your server.

After saving these settings, you will test the connection to confirm that Pabbly Connect is receiving data from your landing page successfully.

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4. Adding Action to Pabbly Connect Workflow

Now that your trigger is set up, the next step is to add an action to your workflow in Pabbly Connect. Click on the ‘Add Action’ button and select ‘Mailchimp’ as your action application. Choose ‘Add a New Member with Custom Fields’ as the event. This will allow you to add the new lead as a subscriber in your Mailchimp account.

To connect your Mailchimp account, you will need to provide an API key and data center. Retrieve the API key from your Mailchimp account by navigating to your profile settings under ‘Extras’ > ‘API keys’. After generating a new API key, copy it and paste it into Pabbly Connect. Also, obtain your data center from the Mailchimp URL and input it into the workflow.

Select your audience list from Mailchimp. Map the lead’s email address and phone number from the previous step.

Once all details are filled, click on ‘Save and Send Test Request’ to create a new subscriber in Mailchimp. This completes the action setup in Pabbly Connect.

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5. Testing the Integration in Pabbly Connect

To ensure everything is working correctly, it’s important to test the integration set up in Pabbly Connect. Go back to your landing page and submit a test form with dummy details. This will trigger the workflow you created, sending the details to Mailchimp.

After submitting the form, check your Mailchimp account to see if the new subscriber has been added successfully. Make sure that all the details, including email and phone number, are correctly populated. This confirms that Pabbly Connect is functioning as intended, automating the process of adding new leads from your landing page.

With this test, you can confidently say that you have successfully set up an automation using Pabbly Connect to send product-specific email sequences via Mailchimp for landing page form leads. This integration streamlines your marketing efforts and enhances user engagement.

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Conclusion

In this tutorial, we explored how to send product-specific email sequences using Mailchimp for landing page form leads through Pabbly Connect. By following the steps outlined, you can automate the process of adding new subscribers and improve your marketing efficiency. Implementing this integration will help you manage your leads effectively and enhance your email marketing strategies.

Learn how to automate thank-you emails for WooCommerce orders using Pabbly Connect. This step-by-step guide covers integration with Gmail and WooCommerce. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WooCommerce Integration

To automate thank-you emails for WooCommerce orders, start by accessing Pabbly Connect. Open your browser and type Pabbly.com/connect to reach the landing page.

Once on the landing page, you can either sign in if you are an existing user or sign up for free to explore the features. Pabbly Connect offers a free trial, allowing you to test the integration capabilities without any upfront costs.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to initiate your automation setup. You will be prompted to select between the new or classic workflow builder. Choose the new builder for a more modern interface.

• Enter the workflow name as ‘Send Thank You Emails for WooCommerce Orders’.
• Select the folder as ‘Automations’ to keep your workflow organized.
• Click on the ‘Create’ button to proceed.

Once created, you will access the workflow window where you can set up the trigger and action for your automation.

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3. Setting Up the Trigger for New WooCommerce Orders

In the workflow window, click on the ‘Add Trigger’ button. Search for ‘WooCommerce’ and select it as the trigger application. Choose the event as ‘New Order Created’ to capture new orders from your store.

Pabbly Connect will generate a webhook URL that you need to copy. Navigate to your WooCommerce account, go to the settings, and then to the ‘Advanced’ tab. Click on ‘Webhooks’ and add a new webhook.

• Name the webhook as ‘New Order’.
• Set the status to ‘Active’.
• Select the topic as ‘Order Created’.
• Paste the copied URL as the delivery URL.

Click on ‘Save Webhook’ to complete the setup. This establishes the connection between WooCommerce and Pabbly Connect.

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4. Capturing Order Details for Email

To send a thank-you email, you need to capture the order details. In Pabbly Connect, click on ‘Recapture Webhook Response’. Then, simulate an order by purchasing a product from your WooCommerce store.

Complete the checkout process and place the order. Once you return to Pabbly Connect, it will capture the new order details, including customer name, email address, and order number.

Ensure the captured details match the order you just placed. This data will be used for personalizing the thank-you email.

With the order details captured, you are now ready to set up the action step to send the email.

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5. Sending Thank-You Emails via Gmail

To send the thank-you email, click on ‘Add Action Step’ and select ‘Gmail’ as the action application. Choose ‘Send Email’ as the action event.

Connect your Gmail account by clicking ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Gmail. Fill in the required fields such as sender’s name and email address, and for the recipient, map the customer’s email address captured in the previous step.

Set the email subject as ‘Thank You for Your Order, [Customer Name]’. Compose your email content, ensuring to map the customer’s name for personalization.

Finally, click on ‘Save and Send Test Request’ to send a test email. Check your Gmail inbox to confirm that the email has been successfully sent. This completes the integration setup using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send automated thank-you emails for WooCommerce orders using Pabbly Connect. By integrating WooCommerce with Gmail, you can enhance customer engagement effortlessly. This automation not only saves time but also ensures that your customers feel appreciated after their purchase.