Author: Rudra Sisodiya

Learn how to rent fitness equipment via WhatsApp Chatbot using Pabbly Chatflow. This detailed tutorial covers each step for seamless integration. Master conversational marketing with practical techniques for creating chatbots that engage visitors at exactly the right moment in their journey.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Integration

To start using Pabbly Chatflow for renting fitness equipment via WhatsApp, first access the platform by visiting the URL Pabbly.com/chatflow. Here, you will find options to either sign up for a new account or log in if you already have one.

If you are a new user, click on ‘Sign Up Free’ to create your account. Upon signing up, you will receive 100 free credits each month to practice building your chatbot. Existing users can simply log in to their accounts to begin.

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2. Creating Your Flow in Pabbly Chatflow

Once logged into Pabbly Chatflow, navigate to the dashboard. From here, select the ‘Flows’ option from the sidebar and click on the ‘Add Flow’ button to create a new flow for your WhatsApp chatbot.

• Provide a name for your flow, such as ‘Rent Fitness Equipment for WhatsApp Chatbot’.
• Set the trigger event to ‘Keyword Regex Match’.
• Enter the keyword ‘rent’ to initiate the chatbot when users send this message.

After setting the trigger, you can proceed to send a welcome message to users, enhancing their experience with your fitness equipment rental service.

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3. Building Your Chatbot Flow in Pabbly Chatflow

Using Pabbly Chatflow, you can create a comprehensive flow for your WhatsApp chatbot. Start by dragging and dropping a ‘Text’ message node to send a welcome message to users when they initiate the chat.

Next, add buttons to the message for user interaction. For example, create a button labeled ‘View Equipment’. When users click this button, they will receive a list of available fitness equipment for rent. This list can include items like treadmills, exercise cycles, and weights.

• Create a list node to display all equipment items.
• Add items to the list with corresponding titles and details.
• Connect user selections to actions that provide further information or booking options.

This structured approach ensures that users can navigate through your offerings seamlessly.

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4. Collecting User Information via Pabbly Chatflow

After users select an item from the list, you can use Pabbly Chatflow to collect necessary information for the rental. For instance, when a user clicks the ‘Book Now’ button, prompt them to enter their rental duration, full name, and delivery address.

To do this, drag and drop a question node for each piece of information you need. Ensure that you set the correct contact custom fields for each response to capture user details accurately.

Ask for rental duration and set the response format. Request the user’s full name and store it in the appropriate custom field. Gather the delivery address with a similar approach.

Once all information is collected, send a confirmation message to the user, indicating that their rental is confirmed.

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5. Testing Your Chatbot in Pabbly Chatflow

After creating your flow in Pabbly Chatflow, it’s essential to test it to ensure everything works as expected. Navigate to the ‘Inbox’ section from the sidebar, where you can see incoming messages from users.

Send a test message to your WhatsApp number connected through Pabbly Chatflow. Observe the automated replies and ensure that the chatbot responds accurately to user inputs, such as sending the welcome message and displaying the equipment list.

Make adjustments to your flow as needed based on the testing results. This iterative process helps refine the user experience and ensures that your WhatsApp chatbot effectively facilitates fitness equipment rentals.

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Conclusion

In this tutorial, we explored how to rent fitness equipment via WhatsApp Chatbot using Pabbly Chatflow. By following the detailed steps, you can automate your rental process, enhance customer interaction, and streamline bookings. Start using Pabbly Chatflow today to create your own efficient WhatsApp chatbot!

Learn how to automate proposal generation and email sending for new leads from Landingi 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 to Automate Proposal Generation

To automate proposal generation for every new lead from Landingi, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or creating a new account if you are a first-time user. Pabbly Connect provides 100 free credits every month for new users, allowing you to set up your automation without any cost.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, then choose the new beta version for a modern and faster experience. After naming your workflow, you will set up the trigger event that initiates the automation. Here, Pabbly Connect is essential as it serves as the intermediary for integrating Landingi with other applications.

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2. Setting Up the Trigger with Landingi in Pabbly Connect

In this step, you will configure Landingi as the trigger application in Pabbly Connect. Search for Landingi in the trigger application section and select it. Choose the event ‘New Lead from Landing Page’ to ensure that the workflow is activated whenever a new lead is generated on your Landingi page.

• Select ‘New Lead from Landing Page’ as the trigger event.
• Click on the ‘Connect’ button to generate a webhook URL.
• Copy the webhook URL for integration with Landingi.

After copying the webhook URL, you will need to set it up in your Landingi account. This involves pasting the URL into the webhook settings of your Landingi form. By doing this, you ensure that Pabbly Connect can receive data from Landingi each time a new lead is generated, making it a vital part of your automation process.

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3. Creating the Proposal Document Using Google Docs

Now that you have set up the trigger, the next step involves creating the proposal document using Google Docs through Pabbly Connect. Add an action step by selecting Google Docs as the application. You will choose the action event ‘Create Document from Template’ to utilize a pre-designed template for your proposals.

To connect Google Docs with Pabbly Connect, click on the ‘Connect’ button. If you have not connected your Google Docs account before, you will need to sign in and grant necessary permissions. Once connected, select the template you created for your branding proposals. Ensure that your template has dynamic fields for details like name, email, and phone number, which will be populated automatically.

• Select the appropriate Google Docs template.
• Map the dynamic fields from the lead data received from Landingi.
• Specify the document’s location in your Google Drive.

This step is crucial as it allows Pabbly Connect to create a personalized proposal document for each new lead based on the information they provide, showcasing the power of automation in your workflow.

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4. Sending the Email via Gmail with Pabbly Connect

After creating the proposal document, the next action is to send it via email using Gmail through Pabbly Connect. Add another action step and select Gmail as the application. Choose the event ‘Send Email’ to configure the email settings for sending the proposal to the lead.

Just like with Google Docs, click on the ‘Connect’ button to link your Gmail account. After successful connection, fill in the required fields such as recipient’s email address, subject, and body of the email. You can personalize the email content by mapping the lead’s name and including the link to the proposal document as an attachment.

Map the recipient’s email from the lead data. Personalize the email subject and body with dynamic fields. Attach the proposal document link in the email.

This integration ensures that every new lead receives their personalized branding proposal promptly, enhancing your business’s responsiveness and professionalism. Pabbly Connect seamlessly facilitates this entire process.

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5. Finalizing the Automation and Enabling the Workflow

Once you have set up all the necessary steps in Pabbly Connect, it’s time to finalize your automation. Review each step to ensure that all data is mapped correctly and that the workflow functions as intended. Finally, click on the ‘Save’ button to save your workflow.

After saving, enable the workflow by clicking on the ‘Enable Workflow’ button. This action activates your automation, allowing it to run each time a new lead is generated on your Landingi page. Pabbly Connect will now automatically create and send branding proposals without any manual intervention.

By setting up this automation, you not only save time but also streamline your lead management process, making it more efficient. With Pabbly Connect at the center of this integration, you can focus on growing your business while it handles repetitive tasks.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the generation and emailing of proposals for every new lead from Landingi. By integrating Google Docs and Gmail, you can streamline your workflow and enhance efficiency. This powerful automation saves time and ensures every lead receives a personalized proposal promptly.

Learn how to automate adding Google Forms webinar registrations to Mailchimp using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Google Forms with Mailchimp, first, you need to access Pabbly Connect. If you’re a new user, visit the Pabbly Connect landing page and sign up for a free trial where you get 100 automated tasks each month.

After signing up, navigate to the dashboard and open the workflow builder. This is where you will set up your integration. The workflow consists of a trigger and an action, which are essential for automating the process.

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2. Setting Up Google Forms as the Trigger

In this step, you will configure Google Forms as the trigger application in Pabbly Connect. Click on the ‘Add Trigger’ button and search for Google Forms. Select it and choose the event ‘New Response Received’, then click on ‘Connect’.

• Click on the ‘Add Trigger’ button.
• Search and select Google Forms.
• Choose ‘New Response Received’ as the event.

Once connected, you will receive a webhook URL. Copy this URL and head over to your Google Form. Ensure that the last question in your form is marked as required. Then, link your form to Google Sheets to manage the responses efficiently.

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3. Linking Google Sheets to Pabbly Connect

After linking your Google Form to Google Sheets, you need to install the Pabbly Connect Webhooks add-on. Go to Extensions, then Add-ons, and search for ‘Pabbly Connect Webhooks’. Install this add-on to proceed with the integration. using Pabbly Connect

Once installed, refresh your Google Sheet. Navigate to Extensions, find Pabbly Connect Webhooks, and click on ‘Initial Setup’. Paste the webhook URL you copied earlier and set the trigger column to the last column (e.g., G) to track new responses.

• Go to Extensions > Add-ons > Get Add-ons.
• Search and install Pabbly Connect Webhooks.
• Refresh your sheet after installation.

Make sure to switch on the ‘Send on Event’ option in the Pabbly Connect Webhooks settings. This ensures that every new form submission will trigger the webhook automatically.

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4. Adding Mailchimp as the Action

Now, let’s set up Mailchimp as the action application in Pabbly Connect. Click on ‘Add New Action Step’, search for Mailchimp, and select it. Choose the event ‘Add New Member with Custom Fields’ and click on ‘Connect’.

If you have an existing connection, select it; otherwise, create a new connection by entering your Mailchimp API key and data center. You can find your API key in your Mailchimp account under Profile > Extras > API Keys.

Search and select Mailchimp. Choose ‘Add New Member with Custom Fields’. Enter your Mailchimp API key and data center.

After connecting, you will need to map the fields from your Google Form responses to Mailchimp. This means linking the email address, first name, and last name from the Google Form directly into Mailchimp’s fields for new subscribers.

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5. Testing the Integration

With everything set up, it’s time to test your integration. Fill out the Google Form with test data and submit it. This should trigger the workflow in Pabbly Connect and add the details to your Mailchimp audience.

Check your Mailchimp account to see if the new subscriber has been added. You should see the test submission reflected in your audience list. This confirms that the integration is working as intended, and any new registrations from your Google Forms will automatically be added to Mailchimp.

Submit a test response through Google Forms. Check Mailchimp for the new subscriber. Ensure all details match your submission.

Now, every time a new registration is received, it will automatically sync with Mailchimp without manual intervention, thanks to Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the process of adding Google Forms webinar registrations to Mailchimp using Pabbly Connect. By following these steps, you can streamline your registration process and enhance your email marketing efforts.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that your audience is always updated with the latest information about your webinars.

Learn how to use Pabbly Connect for free with this step-by-step guide. Integrate Google, Gmail, Google Sheets, and YouTube effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Free

To start using Pabbly Connect for free, open a new tab in your browser and navigate to Pabbly.com/connect. This will take you to the landing page where you can sign up easily.

On the landing page, click on the option that says ‘Sign up for free.’ You will need to fill out your details, including your name, email address, password, and phone number. Make sure to create a strong password that includes uppercase letters, lowercase letters, numbers, and special characters.

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2. Verifying Your Pabbly Connect Account

After filling in your details on Pabbly Connect, click on the ‘Create Account’ button. You will receive a verification email in your inbox. Open your Gmail and look for the confirmation link sent by Pabbly.

• Click on the confirmation link in your email.
• You will be redirected to a setup page.
• Select how you heard about Pabbly, for example, ‘YouTube’.

Once you complete the verification process, your free account on Pabbly Connect is ready to use. You will receive 100 free tasks every month, allowing you to explore various automations.

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3. Exploring the Pabbly Connect Dashboard

Upon logging into Pabbly Connect, you will find yourself on the dashboard. Here, you can view your total tasks, including how many have been consumed and how many are remaining. This helps you keep track of your usage effectively.

Understanding how tasks are counted is crucial. A task is counted each time an action step runs, such as sending an email through Gmail. However, filters, routers, and delays do not count as tasks. This knowledge allows you to plan your automations better.

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4. Creating a Workflow in Pabbly Connect

In Pabbly Connect, everything starts with creating a workflow. To do this, click on the ‘Create Workflow’ button. You have the option to create folders for better organization. Enter a folder name if you choose to create one.

Once your folder is set, select the ‘New Workflow Builder’ for a modern interface. For the workflow name, you might choose something like ‘Testing’. Click on the ‘Create’ button to open the workflow window, where you will set up triggers and actions.

• Triggers are events that start the automation, like a new form submission.
• Actions are what happens after the trigger, such as sending data to Google Sheets.

This combination of triggers and actions is the essence of automation in Pabbly Connect.

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5. Conclusion

In conclusion, using Pabbly Connect for free allows you to explore various integrations and automations seamlessly. With 100 free tasks monthly, you can efficiently connect applications like Google, Gmail, Google Sheets, and YouTube.

By following this step-by-step guide, you can easily set up your Pabbly Connect account, verify it, and start creating workflows. This powerful tool enables you to automate your business processes effectively.

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Learn how to auto-generate YouTube titles, hooks, and SEO using Pabbly Connect and Google Sheets with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for YouTube Title Generation

To start auto-generating YouTube titles, hooks, and SEO using Pabbly Connect, first, you need to access the platform. Go to Pabbly’s website and sign up for a free account. Once registered, log in to your dashboard.

After logging in, navigate to the Pabbly Connect section. Here, you will find options to create a new workflow. Click on the ‘Create Workflow’ button to begin the integration process.

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2. Integrating Google Sheets with Pabbly Connect

For the next step, you will connect your Google Sheets to Pabbly Connect. This integration allows you to pull data from your Google Sheets automatically. Click on the ‘Add Trigger’ option and select Google Sheets as your application.

• Select ‘New or Updated Spreadsheet Row’ as the event.
• Connect your Google account to Pabbly Connect.
• Choose the specific spreadsheet you want to use.

Once the connection is established, you will receive a webhook URL. This URL is crucial for sending data from your Google Sheets to Pabbly Connect. Copy this URL for the next steps.

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3. Setting Up OpenAI Integration in Pabbly Connect

Next, you will integrate OpenAI with Pabbly Connect to generate titles and hooks. Click on ‘Add Action’ and select OpenAI as the application. Choose the event as ‘Start GPT’ to utilize the AI’s capabilities.

In this step, you will need to enter your OpenAI API key. To obtain this key, visit your OpenAI account and generate a new API key. Copy this key and paste it into the designated field in Pabbly Connect.

• Select the AI model you want to use, such as GPT-3.
• Map the input fields with relevant data from Google Sheets.

After setting up the mapping, click on ‘Save and Send Test Request’ to ensure that the integration works correctly. You should receive a response containing generated titles and hooks.

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4. Updating Google Sheets with Generated Data

After generating titles and hooks, the next step is to update your Google Sheets with this information. Go back to your Pabbly Connect workflow and add another action step.

Select Google Sheets again and choose the event ‘Update Row’. Connect your Google account if prompted, and select the spreadsheet and specific row you want to update. Map the fields with the generated titles and hooks from OpenAI.

Ensure you select the correct row index for the updates. Confirm all fields are mapped accurately.

Once everything is set, click on ‘Save and Send Test Request’ to see if the data updates successfully in your Google Sheets. You should now see the generated titles and hooks reflected in the specified columns.

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5. Finalizing the Integration Process

With everything set up, it’s time to finalize the workflow in Pabbly Connect. Review all the steps to ensure everything is connected properly. Test the entire workflow by adding a new entry in your Google Sheets.

Check if the integration works seamlessly by verifying that the titles, hooks, and SEO data are generated and updated automatically. This automation will save you time and streamline your YouTube content creation process.

Once confirmed, you can now use this workflow to generate YouTube titles and SEO hooks automatically whenever you add a new video idea to your Google Sheets. This integration showcases the power of Pabbly Connect in automating your tasks efficiently.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to auto-generate YouTube titles, hooks, and SEO using Google Sheets and OpenAI. By setting up this automation, you can enhance your content creation process significantly.

Utilize Pabbly Connect to streamline your workflow and focus more on creating engaging videos for your audience. Start automating today for a more efficient YouTube channel management!

Learn how to integrate Housing.com leads with Mailchimp automatically using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the addition of Housing.com leads to Mailchimp, we first need to access Pabbly Connect. Open a new tab in your browser and type Pabbly.com/connect to reach the Pabbly Connect landing page.

Once on the landing page, you will find options to either sign in or sign up for free. If you are a new user, click on sign up for free to get started. Existing users should click on sign in to access their dashboard. After signing in, navigate to the Pabbly Connect application and click on access to enter the dashboard.

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2. Creating a Workflow in Pabbly Connect

Now that you are in the Pabbly Connect dashboard, the next step is to create a workflow. Click on the create workflow button. You will be prompted to choose between the new workflow builder and the classic one. Select the Pabbly Connect new workflow builder for a more modern interface.

• Enter a name for your workflow.
• Select a folder to save your workflow.
• Click on create to open the workflow editor.

This will direct you to the workflow window, where you can set up triggers and actions. The trigger will initiate the workflow when a new lead is received from Housing.com.

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3. Setting Up the Trigger with Housing.com

In the workflow window, click on the add trigger button. Search for Housing.com as your trigger application and select it. For the trigger event, choose new leads and click connect.

You will receive a webhook URL that needs to be added to your Housing.com account. Since the Housing.com portal does not allow users to add webhook URLs directly, contact your account manager and provide them with the webhook URL. Once they add it, Pabbly Connect will start capturing lead details automatically.

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4. Adding Action to Mailchimp in Pabbly Connect

After setting up the trigger, click on the add new action step. Search for Mailchimp as your action application and select it. Choose the event add new member with custom fields and click connect.

• Select add a new connection to create a new Mailchimp connection.
• Log into your Mailchimp account and navigate to profile settings.
• Generate a new API key under extras > API keys.

Copy the generated API key and paste it into Pabbly Connect. You will also need to enter your Mailchimp data center, which can be found in the URL of your Mailchimp account. After entering these details, click on save to connect Mailchimp with Pabbly Connect.

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5. Finalizing the Integration and Testing

With Mailchimp connected, you need to select the audience list and map the required fields. For the email address, use the mapping feature to dynamically insert the email from the Housing.com lead. You can also add optional fields like first name and last name.

Once you have mapped the fields, click on save and send test request. If successful, you will see a confirmation message. Check your Mailchimp audience to verify that a new member has been added with the lead details.

This integration allows you to automatically add new leads from Housing.com to Mailchimp, enabling you to nurture your leads through email campaigns without manual effort. With Pabbly Connect, this entire process is seamless and efficient.

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Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to automatically add Housing.com leads to Mailchimp. Following these steps allows for effortless lead management and email marketing.

Learn how to automate adding Google Ads leads to Pabbly Connect with Pabbly Connect. This detailed tutorial provides step-by-step instructions for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate adding Google Ads leads to Pabbly Email Marketing, start by accessing Pabbly Connect. Open a new tab and type Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page, where you can either sign in or sign up for a free account.

If you’re a new user, click on the ‘Sign up for free’ button to get started with hundreds of tasks for free each month. For existing users, click on ‘Sign in’ to access your dashboard. Once signed in, you will be directed to the Pabbly Connect dashboard, where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, click on the ‘Create Workflow’ button to start setting up your integration. You will be prompted to select either the new workflow builder or the classic one. Choose the new workflow builder for a modern interface, then enter a name for your workflow and select a folder to save it in. using Pabbly Connect

• Click on the ‘Create’ button to open the workflow window.
• This window will allow you to set triggers and actions for your workflow.

In this workflow window, you will first add a trigger. Click on the ‘Add Trigger’ button and search for ‘Google Ads’. Select it as your trigger application, and then choose the event ‘New Lead Form Entry’ to initiate the automation process.

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3. Configuring Google Ads for Lead Capture

After selecting Google Ads as the trigger, click on the ‘Connect’ button to receive a webhook URL. Copy this URL, as it will be used in your Google Ads campaign to send lead information to Pabbly Connect.

In your Google Ads account, navigate to the campaign where you have set up your lead form. Paste the copied webhook URL into the lead delivery option and enter a key to complete the setup. After this, click on the ‘Send Test Data’ button to test the connection.

• Ensure your lead form includes fields for first name, last name, email, phone number, and company name.
• If the test data is sent successfully, you will see a confirmation message in Pabbly Connect.

With this setup, every time a new lead is captured in Google Ads, it will automatically trigger the workflow in Pabbly Connect.

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4. Adding Subscribers to Pabbly Email Marketing

Next, you will need to create an action step in your workflow to add the new lead as a subscriber in Pabbly Email Marketing. Click on the ‘Add New Action Step’ and search for ‘Pabbly Email Marketing’. Select it, and choose the event ‘Add Subscribers’ for the action.

Click on the ‘Connect’ button to establish a connection between Pabbly Connect and Pabbly Email Marketing. If you haven’t created a connection before, you will need to get an API token. Click on the hyperlink provided to retrieve the bearer token and paste it into the connection setup.

Select the list name where the subscriber will be added. Map the fields from the Google Ads lead form to the corresponding fields in Pabbly Email Marketing.

After mapping the email address and name fields, click on ‘Save and Send Test Request’. Upon successful execution, you will receive a confirmation that the subscriber has been added to your list.

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5. Finalizing the Integration and Testing

With the integration set up, it’s time to finalize everything. Refresh your subscribers’ list in Pabbly Email Marketing to see the new subscriber added from the test lead. This confirms that your automation is working correctly.

Now, every time a new lead is generated from your Google Ads campaign, a new subscriber will be automatically added to your Pabbly Email Marketing list. This automation allows you to nurture leads without manual input, saving you time and effort.

To test the entire process, you can run a live campaign and check if the leads are being captured correctly in Pabbly Connect and subsequently in Pabbly Email Marketing.

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Conclusion

In this tutorial, we have explored how to seamlessly integrate Google Ads leads into Pabbly Email Marketing using Pabbly Connect. By following these steps, you can automate the process of adding leads, ensuring that you can focus on nurturing your leads effectively. Try this automation for your business and enhance your marketing efforts with ease.

Learn how to integrate Razorpay transactions to Airtable in real-time using Pabbly Connect with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Razorpay transactions with Airtable, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section. Click on the ‘Sign Up Free’ button if you are a new user, or ‘Sign In’ if you already have an account.

Once logged in, you will land on the Pabbly Connect dashboard. Here, you can create automation workflows to connect various applications. This is where you will set up the integration between Razorpay and Airtable using Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

To start, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to select the workflow builder. Choose the beta version for a modern experience.

• Select a name for your workflow, e.g., ‘Send Razorpay Transactions to Airtable in Real-Time’.
• Choose a folder to save your workflow, like ‘Automation’.

After setting up the name and folder, click on the ‘Create’ button. You will be taken to the workflow editor where you can define triggers and actions using Pabbly Connect.

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3. Setting Up the Trigger for Razorpay

In this step, you will set the trigger for your workflow. Click on the ‘Add Trigger’ button and select Razorpay as your application. Choose the event as ‘Payment Captured’ to trigger the workflow when a new payment is received.

After selecting the trigger, click on ‘Connect’. You will receive a webhook URL which you will need to add to your Razorpay account. This allows Razorpay to send payment details to Pabbly Connect.

• Log in to your Razorpay account and navigate to the ‘Developer’ section.
• Click on ‘Webhooks’ and then ‘Add a New Webhook’.
• Paste the webhook URL from Pabbly Connect and select ‘Payment Captured’ as the active event.

Click on ‘Create Webhook’ to save the settings. Now, Razorpay will send payment data to Pabbly Connect whenever a transaction occurs.

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4. Adding Action Step to Create Record in Airtable

Now that your trigger is set, the next step is to add an action. Click on the ‘Add Action’ button and select Airtable as your application. Choose the action event as ‘Create Record’ to add the transaction details to Airtable.

Click on ‘Connect’ to establish a connection with your Airtable account. If prompted, grant access to Pabbly Connect to manage your Airtable data. Once connected, select the base you created for Razorpay payments.

Map the fields from Razorpay to Airtable, including Order ID, Customer Name, Phone Number, Email, and Product Name. Disable type casting if not needed.

After mapping the data, click on ‘Save and Send Test Request’. You will see a successful response indicating that the record has been added to Airtable using Pabbly Connect.

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5. Testing the Integration

To ensure everything is working correctly, make a test payment through your Razorpay payment page. Enter dummy details and complete the payment using a test UPI ID.

Once the payment is processed, check your Airtable to confirm that a new record has been created with the transaction details. You should see the Order ID, Customer Name, Phone Number, Email, and Product Name populated in Airtable.

This confirms that the integration is successful and that Pabbly Connect has effectively automated the process of sending Razorpay transactions to Airtable in real time.

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Conclusion

This tutorial demonstrated how to integrate Razorpay transactions with Airtable in real time using Pabbly Connect. By following these steps, you can automate the process of recording payments and streamline your workflow efficiently.

Learn how to automate flower and gift orders on WhatsApp using Pabbly Chatflow in this detailed tutorial. Step-by-step instructions included. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Integration

To automate flower and gift orders on WhatsApp, you need to access Pabbly Chatflow. Start by visiting the Pabbly Chatflow website at Pabbly.com/chatflow. Here, you can sign up for free, which grants you 100 free credits each month to practice building your chatbot.

Once you’re on the Pabbly Chatflow dashboard, you can log in to your account. After logging in, click on the ‘Access Now’ button under Pabbly Chatflow to proceed to the main dashboard where you can start creating your WhatsApp chatbot.

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2. Creating Your WhatsApp Chatbot in Pabbly Chatflow

In this section, you will learn how to create a WhatsApp chatbot using Pabbly Chatflow. First, click on the ‘Flows’ option in the sidebar to access the flow builder page. Here, you can start building your chatbot flow.

• Click on the ‘Add Flow’ button to create a new flow.
• Enter a name for your flow, such as ‘Take Flower & Gift Orders on WhatsApp Automatically’.
• Set the trigger event to ‘Keyword Reject Match’ to initiate the chatbot.

After setting the trigger, you will need to define keywords that will activate your chatbot. For example, add keywords like “order”, “gifts”, and “flowers”. This way, whenever a user sends one of these keywords, the chatbot will respond automatically.

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3. Designing the Chatflow for Customer Interaction

Now that you have set up the basic trigger, it’s time to design the interaction flow using Pabbly Chatflow. Start by dragging and dropping a text node to send a welcome message to users when they initiate a conversation. Include buttons like ‘View Catalog’ to guide users further.

• Add a list node to present the catalog of flowers and gifts.
• Include items like flowers, cakes, and personalized gifts in the catalog.
• Connect buttons for each item to allow users to place an order or go back to the catalog.

After setting up the catalog, ensure that each product has corresponding actions to collect customer information, such as quantity, name, and delivery address. This will allow you to process orders effectively.

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4. Integrating Google Sheets with Pabbly Chatflow

To keep track of orders, you can integrate Google Sheets with Pabbly Chatflow. This integration allows you to save customer responses automatically. Start by creating a new workflow in Pabbly Connect that connects your chatbot to Google Sheets.

In Pabbly Connect, set the trigger app to Pabbly Chatflow and select the event as ‘New Message Received’. This will allow you to capture the data sent from the WhatsApp chatbot. Then, copy the webhook URL provided and paste it into the API request action in Pabbly Chatflow.

Next, map the fields in Pabbly Connect to the corresponding columns in your Google Sheet, such as full name, address, product, and quantity. This mapping ensures that each order is recorded accurately as it comes in.

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5. Finalizing and Testing Your WhatsApp Chatbot

Once you have integrated Google Sheets, it’s time to finalize your chatbot. In Pabbly Chatflow, ensure all nodes are connected properly and save your flow. You can test the chatbot by sending a message from your WhatsApp to see if it responds correctly.

Monitor the inbox section in Pabbly Chatflow to verify that messages are being received and that automated replies are being sent. This will confirm that your chatbot is functioning as intended, allowing you to take flower and gift orders automatically.

After successful testing, you can promote your WhatsApp number to customers, enabling them to place orders anytime. This automation not only saves time but also enhances customer satisfaction.

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Conclusion

Using Pabbly Chatflow, you can easily automate flower and gift orders on WhatsApp. This step-by-step tutorial has guided you through accessing Pabbly Chatflow, creating a chatbot, integrating Google Sheets, and testing your setup. Start using this powerful tool today to enhance your business!

Learn how to integrate AI with WhatsApp inquiries using Pabbly Chatflow in this step-by-step tutorial. Handle customer queries effortlessly! 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 WhatsApp Integration

To start handling WhatsApp inquiries effortlessly, you need to access Pabbly Chatflow. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 credits to explore the features.

Once you are logged in, navigate to the Pabbly Chatflow dashboard. Here, you can see various options including creating a new assistant for WhatsApp inquiries. This is where the integration process begins, allowing you to set up automated responses for incoming messages.

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2. Adding Your WhatsApp Number to Pabbly Chatflow

To enable your AI assistant to respond to WhatsApp inquiries, you need to add your WhatsApp number in Pabbly Chatflow. Click on the ‘Add WhatsApp Number’ button. You will see two options: WhatsApp Connect and Manual Token Connect.

• Choose WhatsApp Connect for easier setup.
• Follow the prompts to link your WhatsApp account.

After successfully adding your number, you can start creating your AI assistant. This integration allows your assistant to automatically reply to inquiries received via WhatsApp, making customer interaction seamless.

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3. Creating an AI Assistant in Pabbly Chatflow

Now that your WhatsApp number is connected, it’s time to create your AI assistant. In Pabbly Chatflow, click on the ‘Add AI Assistant’ button. You will be prompted to name your assistant. Choose a name that reflects your business.

Once named, you will enter the flow configuration screen. Here, you can select the instruction type for your assistant. Options include predefined agents like AI Agent or Customer Support Agent. Select the one that best fits your needs.

• Set the temperature for response creativity.
• Choose the model, such as GPT-4 Mini.

After configuring these settings, you will need to input your OpenAI API key to authenticate your assistant. This key allows your assistant to generate responses based on the queries it receives.

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4. Configuring AI Assistant Settings in Pabbly Chatflow

With your AI assistant created, you can now configure its settings in Pabbly Chatflow. Start by adding header and footer messages that will appear in the chat. These can include greetings or disclaimers that set the tone for customer interaction.

Next, specify stop keywords that will halt the assistant’s responses when typed by users. For example, if a user types ‘human’, the assistant will stop responding, allowing a human agent to take over.

Set fallback attempts for unresponsive queries. Define a fallback message for when the AI fails to respond.

These configurations ensure that your assistant is equipped to handle inquiries efficiently, providing a smooth experience for your customers.

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5. Assigning Your AI Assistant to WhatsApp Chats

Finally, to make your AI assistant functional, you need to assign it to your WhatsApp chats in Pabbly Chatflow. Access the inbox settings and scroll to AI auto-reply settings. Enable this feature to allow the assistant to respond to incoming messages.

Next, select the contact list that you want to assign the assistant to. You can choose all contacts or specific ones. After making your selection, click ‘Save’ to apply the changes.

Test the assistant by sending a message to your WhatsApp number. Ensure that the assistant responds as configured.

By completing these steps, you have successfully integrated your AI assistant with WhatsApp using Pabbly Chatflow. This setup enables you to handle inquiries effortlessly, enhancing your customer service experience.

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Conclusion

In this tutorial, we explored how to use Pabbly Chatflow to handle WhatsApp inquiries effortlessly. By following the steps outlined, you can create an AI assistant that responds to customer queries and improves engagement.

Utilizing Pabbly Chatflow for automating your WhatsApp interactions not only saves time but also enhances customer satisfaction. Start implementing these steps today to streamline your customer support!