Author: Rudra Sisodiya

Learn how to automate product inquiries and recommendations for retailers using Pabbly Chatflow and Pabbly Chatflow effectively in this step-by-step tutorial. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Automation

To begin automating product inquiries and recommendations for retailers, access Pabbly Chatflow. This platform allows businesses to streamline their customer interactions through WhatsApp chatbots. Start by visiting the Pabbly website and signing up for an account if you haven’t done so already.

Once logged in, navigate to the Pabbly Chatflow dashboard. Here, you can manage your WhatsApp numbers and set up the necessary workflows for customer inquiries. The intuitive interface makes it easy to design your chatbot flows.

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2. Creating Your Chatbot Flow in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your chatbot flow. Click on the ‘Create Flow’ button to start building your automation. Name your flow appropriately, such as ‘Product Inquiry and Recommendation’ to reflect its purpose.

In this section, you will define the triggers and actions for your chatbot. For instance, set up a trigger for when a customer sends a message containing specific keywords like ‘products’. This will initiate the flow of conversation. Here are some key actions to include:

• Send a welcome message to the customer.
• Provide options to browse categories or search for products.
• Collect customer details for order processing.

By setting these actions, Pabbly Chatflow will effectively guide customers through the inquiry process, enhancing their experience.

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3. Configuring Product Categories in Pabbly Chatflow

To ensure your customers can easily navigate through your offerings, configure product categories within Pabbly Chatflow. After setting up the initial flow, add a section that lists the various product categories available.

Utilize the list feature to present categories such as Electronics, Clothing, and Accessories. Customers can select their desired category to view related products. This step is crucial for streamlining the inquiry process and enhancing user engagement.

Additionally, link each category to a specific action that provides more details or options for purchasing. This can include:

• Displaying product lists in PDF format.
• Offering a ‘Buy Now’ button for each product.
• Collecting customer information for order confirmation.

Through Pabbly Chatflow, these configurations allow for a seamless customer experience, making it easy for users to find and purchase products.

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4. Integrating Pabbly Connect for Data Management

To manage customer data effectively, integrate Pabbly Connect with your chatbot flow. This integration allows you to automatically send collected customer details to a Google Sheet for easy tracking and management.

Start by creating a new workflow in Pabbly Connect. Set up a trigger that activates when a new inquiry is received through Pabbly Chatflow. Then, configure the action to send this data to your Google Sheet.

Here are the steps to follow for this integration:

Select the Google Sheets application in Pabbly Connect. Choose the action event as ‘Add New Row’. Map the fields from the inquiry (name, email, product name) to the corresponding columns in Google Sheets.

This integration ensures that all customer inquiries are logged efficiently, allowing for better follow-up and service.

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5. Finalizing Your Chatbot and Going Live

Once you have configured the flow and integrated Pabbly Connect, it’s time to finalize your chatbot. Review all the steps in your flow to ensure everything is set up correctly.

Activate your flow in Pabbly Chatflow to make it live. Customers can now start interacting with your WhatsApp chatbot for product inquiries and recommendations. Monitor the interactions to ensure the chatbot is functioning as intended.

To enhance your chatbot further, consider:

Adding more product categories based on customer feedback. Implementing additional automation for follow-up messages. Regularly updating the product list in your Google Sheet.

With Pabbly Chatflow, your retail business can efficiently manage customer inquiries, improving overall customer satisfaction and sales performance.

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Conclusion

In this tutorial, we explored how to automate product inquiries and recommendations for retailers using Pabbly Chatflow and Pabbly Connect. By following these steps, you can enhance customer interaction and streamline your retail operations effectively.

Learn how to track Google Lead Ads leads in Google Sheets for easy reporting with Pabbly Connect. Step-by-step guide 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 track Google Lead Ads leads in Google Sheets, you start by accessing Pabbly Connect. Go to your browser and enter pabby.com/connect to reach the Pabbly Connect homepage. This platform allows you to automate the integration between Google Ads and Google Sheets seamlessly.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to get started with 300 tasks every month. For existing users, simply sign in to your account. After signing in, navigate to the Pabbly Connect dashboard where you can create workflows to automate your tasks.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. This action will prompt you to select a workflow builder. Choose the beta version for a more modern and flexible experience. Once selected, you will need to name your workflow, for instance, ‘Track Google Lead Ads Leads in Google Sheets for Easy Reporting’. using Pabbly Connect

• Click on ‘Select’ to confirm your workflow choice.
• Choose a folder to save your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will set up a trigger and an action. Triggers are events that start your workflow, while actions are what happens as a result. This workflow will trigger when a new lead is received from Google Ads, which will then be added to Google Sheets automatically.

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3. Setting Up the Trigger for Google Lead Ads

To set up the trigger, click on the ‘Add Trigger’ button and select Google Ads as your application. Choose the event ‘New Lead Form Entry’ to specify the trigger event. After this, click on ‘Connect’ to establish a connection with Google Ads.

You will receive a webhook URL from Pabbly Connect. This URL is crucial as it connects your Google Ads account to Pabbly Connect. Copy this URL and head over to your Google Ads account to set up the lead form.

• Create a test lead form in Google Ads with required fields like name, email, and phone number.
• In the lead delivery section, paste the copied webhook URL.
• Send test data to ensure the connection works correctly.

Once you send the test data, go back to Pabbly Connect and verify that the test details were received successfully. This confirms that your trigger is set up correctly and ready to capture new leads.

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4. Adding the Action Step to Google Sheets

After successfully setting the trigger, the next step is to add an action. Click on the ‘Add Action’ button, select Google Sheets, and choose ‘Add a New Row’ as the event. Click on ‘Connect’ to create a connection between Pabbly Connect and your Google Sheets account.

Sign in with your Google account to allow Pabbly Connect access to your Google Sheets. After connecting, select the spreadsheet where you want to store the lead data, for example, ‘Google Ads Lead’. Then, choose the specific sheet, such as ‘Sheet1’, where the data will be added.

Map the fields from the trigger step to the corresponding columns in Google Sheets. Ensure that fields like name, email, phone number, and company name are correctly mapped. Click on ‘Save and Send Test Request’ to finalize the action step.

Once you receive a successful response, check your Google Sheets to confirm that the new lead details have been added as a new row. This completes the action step of your automation.

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5. Summary of the Integration Process

In this tutorial, we explored how to track Google Lead Ads leads in Google Sheets using Pabbly Connect. We began by accessing Pabbly Connect, creating a workflow, and setting up a trigger for new leads from Google Ads. Following that, we added an action to insert these leads into Google Sheets automatically.

This integration allows for easy reporting and management of your leads, ensuring that all information is captured in real-time. By using Pabbly Connect, you can streamline your lead tracking process effectively.

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Conclusion

Using Pabbly Connect, you can efficiently track Google Lead Ads leads in Google Sheets for easy reporting. This integration automates the process, saving you time and ensuring accurate data management.

Learn how to automatically create deals from Google Ads leads in Pipedrive CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Integration

To begin the process of automatically creating deals from Google Ads leads in Pipedrive CRM, you need to access Pabbly Connect. Start by navigating to Pabbly.com/connect in your web browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for a free account.

If you are a new user, you can sign up for free and receive 100 tasks every month to explore the software. For existing users, simply click on the sign-in option. Once logged in, you will see the Pabbly Apps window where you can access all Pabbly applications. Click on the Pabbly Connect option to proceed.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will then be prompted to select the workflow builder; choose the beta version for a more modern experience.

Once in the workflow creation dialog, name your workflow as ‘Automatically Create Deals from Google Ads Leads and Pipedrive CRM’. You can also select a folder to organize your workflows. For this tutorial, select the folder named ‘Automations’. After setting up the folder, click on the create button to finalize your workflow setup.

• Select the beta version of the workflow builder.
• Name your workflow appropriately.
• Choose the correct folder for organization.

This setup allows you to automate the process of creating deals as soon as a new lead is received through Google Ads.

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3. Setting Up the Trigger in Pabbly Connect

To initiate the automation, you need to set up a trigger. Click on the ‘Add Trigger’ button and select ‘Google Ads’ as your trigger application. Choose the event as ‘New Lead Form Entry’ and click on connect.

You will be provided with a webhook URL, which you will use to connect your Google Ads with Pabbly Connect. Copy this URL and go to your Google Ads account, where you will create a test lead form. In the lead form settings, paste the webhook URL under the lead delivery section to enable integration.

• Select Google Ads as the trigger application.
• Choose ‘New Lead Form Entry’ as the event.
• Paste the webhook URL in your Google Ads lead form settings.

This setup ensures that every new lead from Google Ads automatically triggers the creation of a deal in Pipedrive CRM through Pabbly Connect.

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4. Creating a Person in Pipedrive Using Pabbly Connect

Once the trigger is set, the next step is to create a person in Pipedrive. Add an action step and select ‘Pipedrive’ as the action application, then choose ‘Create a Person’ as the action event. Click on connect and select to add a new connection if this is your first time connecting.

You will need to provide your API token from your Pipedrive account. Navigate to your profile in Pipedrive, select personal preferences, and then API to find your API token. Copy this token and paste it into Pabbly Connect. After successfully connecting, you can map the lead’s details such as name, email, and phone number from the trigger step.

Select Pipedrive as the action application. Choose ‘Create a Person’ as the action event. Map the lead details from the previous step.

This process ensures that every lead from Google Ads is added as a person in Pipedrive, ready for further action.

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5. Creating a Deal in Pipedrive Using Pabbly Connect

After successfully creating a person, the final step is to create a deal in Pipedrive. Add another action step, select ‘Pipedrive’ again, and this time choose ‘Create Deal’ as the action event. Since you have already connected your Pipedrive account in the previous step, you can select the existing connection.

When setting up the deal, provide a title and map the name of the lead. You can set the status to open and select the appropriate pipeline stage. After entering all required details, click on ‘Save and Send Test Request’ to create the deal. This ensures that every new lead automatically generates a deal in Pipedrive through Pabbly Connect.

With this complete setup, you can seamlessly manage your leads and deals without manual intervention, enhancing your productivity and efficiency.

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Conclusion

In this tutorial, we explored how to automatically create deals from Google Ads leads in Pipedrive CRM using Pabbly Connect. By following the outlined steps, you can streamline your lead management process effectively. This integration not only saves time but also ensures that you never miss a potential deal.

Learn how to automate appointment booking for salons and spas using Pabbly Chatflow and Pabbly Chatflow, integrating various applications seamlessly. 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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Creating a WhatsApp Chatbot with Pabbly Chatflow

To automate appointment booking for salons and spas, we will start by creating a WhatsApp chatbot using Pabbly Chatflow. This chatbot will enable clients to book appointments, receive confirmations, and check availability through WhatsApp. Begin by accessing Pabbly Chatflow at Pabbly.com/chatflow.

Once on the landing page, existing users can sign in, while new users may sign up for a free account. After signing in, navigate to the dashboard, where you can see your connected WhatsApp numbers. Click on the ‘Add WhatsApp Number’ button to connect your WhatsApp account. Choose either WhatsApp Connect or Manual Token Connect based on your preference.

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Building Your Chatbot Flow in Pabbly Chatflow

After connecting your WhatsApp number, the next step is to create the flow for your chatbot in Pabbly Chatflow. Click on ‘Flows’ in the sidebar and then select the ‘Add Flow’ button. Name your flow, such as ‘Automate Appointment Bookings for Salons and Spas.’ This name will help you identify the flow later.

For the trigger event, select ‘Keyword Rejects Match’ to initiate the workflow when a user types a specific keyword like ‘book appointment.’ This keyword will act as the starting point for your chatbot interactions. Once you have set up the trigger, proceed to create the initial welcome message that will greet users when they initiate a conversation.

• Select ‘Text Button’ to create your welcome message.
• Add buttons for ‘Book Appointment’ and ‘Service Menu’ to guide user interactions.
• Make sure to save your flow after adding these elements.

After setting up the buttons, you can connect the ‘Book Appointment’ button to a series of questions that will gather necessary information from the user, such as their full name, preferred date, time, and service type.

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Gathering User Information via Pabbly Chatflow

Once your buttons are set up, the next step is to gather user information through Pabbly Chatflow. When a user selects the ‘Book Appointment’ button, prompt them to provide their full name, preferred date, and time. Use the ‘Ask Question’ action to create these prompts, ensuring to map the responses to custom fields for easy data collection.

For each question, you can set the format to match the expected input type. For example, the date question should have a date format to ensure users select a valid date. After collecting the necessary information, the chatbot will confirm the appointment details back to the user.

• Ask for the full name and map it to a custom field.
• Follow up with questions for the preferred date and time.
• Finally, ask for the service type the user wishes to book.

Once all information is collected, the chatbot will send a confirmation message summarizing the appointment details, ensuring the user feels acknowledged and informed.

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Integrating Google Sheets with Pabbly Connect

To store the appointment details collected through Pabbly Chatflow, you will need to integrate Google Sheets using Pabbly Connect. Start by creating a new workflow in Pabbly Connect and select Pabbly Chatflow as the trigger app. Choose the trigger event as ‘New Message Received’ to initiate the workflow when a new message is captured.

After configuring the trigger, you will receive a webhook URL that needs to be pasted into the API request section of your Pabbly Chatflow flow. This connection allows the details gathered from the chatbot to be sent directly to your Google Sheets.

Paste the webhook URL from Pabbly Connect into your API request. Set the method to POST to send data to Google Sheets. Map the collected fields (full name, date, time, service) to your Google Sheets columns.

Test the integration to ensure that the data is being received correctly in Google Sheets. This step is crucial for maintaining accurate appointment records and enhancing your business operations.

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Finalizing Your Chatbot in Pabbly Chatflow

After successfully integrating Google Sheets with Pabbly Connect, return to Pabbly Chatflow to finalize your chatbot. Add a fallback status message that acknowledges the user’s appointment confirmation, including the details they provided. This message enhances user experience by personalizing the interaction.

Additionally, set up the ‘Service Menu’ button to display a list of services offered by your salon or spa. You can include images and pricing information to make it visually appealing. Ensure that each service item includes a button to book an appointment, linking back to the initial question flow.

Create a confirmation message that includes the user’s details. Add a service list with buttons for booking appointments. Save your flow to ensure all changes are applied.

Once you have completed these steps, your WhatsApp chatbot will be fully functional, allowing clients to book appointments effortlessly while providing a seamless experience.

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Conclusion

In this tutorial, we learned how to automate appointment booking for salons and spas using Pabbly Chatflow and Pabbly Connect. By creating a WhatsApp chatbot, you can enhance customer experience and streamline appointment management effectively. Implement these steps to set up your own automated system today.

Learn how to automate service bookings for salons and gyms using Pabbly Chatflow and Pabbly Chatflow. Step-by-step guide to setting up WhatsApp integrations. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Service Bookings

To automate service bookings for salons and gyms via WhatsApp, the first step is to access Pabbly Chatflow. You can do this by visiting the Pabbly website and navigating to the Chatflow section.

Once on the Pabbly Chatflow page, you can either sign up for a new account or log in if you already have one. After logging in, you will be directed to the dashboard where you can manage your WhatsApp numbers and create chatbots for automation.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create a new flow for your WhatsApp chatbot. To do this, click on the ‘Add Flow’ button. You will need to provide a meaningful name that reflects the purpose of your chatbot, such as ‘Automate Service Booking for Salon and Gym’.

• Click on the ‘Add Flow’ button.
• Provide a meaningful name for your flow.
• Select the trigger event for your flow.

In this case, you will select the ‘Keywords’ trigger, which will initiate the conversation based on specific keywords that customers send. This setup allows the chatbot to recognize when a customer is interested in booking a service.

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3. Designing the Chatbot Flow in Pabbly Chatflow

Now that you have set up the trigger, it’s time to design the flow of your chatbot. In Pabbly Chatflow, you can add various elements such as text messages, media, and action buttons that will guide the customer through the booking process.

Start by dragging and dropping the ‘Text’ element to send a welcome message. You can customize the message to say, ‘Welcome to our Salon and Gym! Please choose the service you would like to book.’ After the welcome message, include buttons for different services like ‘Haircut’, ‘Facial’, and ‘Personal Training’.

• Drag and drop a ‘Text’ element for the welcome message.
• Add buttons for service options.
• Connect elements to create a smooth flow.

This will ensure that customers can easily select their desired service, making the booking process seamless and efficient.

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4. Collecting Customer Details for Bookings

After the customer selects a service, the next step is to collect essential details for the booking. Using Pabbly Chatflow, you can create fields to gather information such as the preferred date, time, and customer name.

To do this, drag and drop the ‘Ask Question’ element and connect it to the previous service selection. You can ask questions like, ‘Please enter your preferred date for the appointment,’ and set the field type accordingly. Repeat this process for the time and name fields.

Use the ‘Ask Question’ element to collect date, time, and name. Set the appropriate field types for each question. Connect these questions in the flow.

This structured approach helps in storing customer details accurately and efficiently, which is vital for managing bookings.

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5. Integrating Pabbly Chatflow with Google Sheets

To manage the collected customer data, integrating Pabbly Chatflow with Google Sheets is essential. This allows for automatic storage of booking details in a structured format. To set this up, you will need to use Pabbly Connect to create an API request.

In Pabbly Connect, create a new workflow and select Google Sheets as the application. Choose the event ‘Add New Row’ and connect your Google account. Then, map the fields from the chatbot (like name, date, and time) to the respective columns in your Google Sheet.

Create a new workflow in Pabbly Connect. Select Google Sheets and choose ‘Add New Row’. Map the chatbot fields to Google Sheets columns.

This integration ensures that all booking information is stored conveniently and can be accessed easily for future reference.

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Conclusion

In this tutorial, we covered how to automate service bookings for salons and gyms via WhatsApp using Pabbly Chatflow and Pabbly Connect. By following these steps, you can streamline your booking process and enhance customer experience.

Learn how to seamlessly integrate LinkedIn Lead Ads with Airtable using Pabbly Connect in this step-by-step tutorial. 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 start adding leads from LinkedIn Lead Ads to Airtable, you need to access Pabbly Connect. Navigate to Pabbly.com/connect in your browser. This is the central platform that will facilitate the integration between LinkedIn and Airtable.

Once on the Pabbly Connect homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in. After logging in, you will be directed to the Pabbly Connect dashboard where you can start creating workflows.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. This step is essential as it sets the foundation for your integration process. You will be prompted to choose between the new beta workflow builder and the classic version. Select the ‘New Beta’ version for a modern experience.

• Click on ‘Create Workflow’ to start.
• Name your workflow, for example, ‘Add Leads from LinkedIn Lead Ads to Airtable’.
• Select a folder for your workflow, such as ‘Automations’.

After setting up these initial options, click on the ‘Create’ button. You have now established a workflow that will manage the data transfer between LinkedIn Lead Ads and Airtable using Pabbly Connect.

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3. Setting Up the Trigger with LinkedIn

Next, you need to set up a trigger in your workflow. Click on the ‘Add Trigger’ button and select LinkedIn as your trigger application. Choose ‘Lead Notification’ as your event, which will activate when a new lead is generated through your LinkedIn Lead Ads. using Pabbly Connect

Click on ‘Connect’ to establish a connection with your LinkedIn account. If prompted, log in to your LinkedIn account to ensure a smooth connection process. After successfully connecting, select your sponsored account from the dropdown menu and click ‘Save and Send Test Request’. This action will prepare your workflow to receive data from LinkedIn whenever a new lead is generated.

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4. Creating an Action in Airtable

Once the trigger is set, the next step is to add an action to create a record in Airtable. Click on ‘Add Action’ and select Airtable as your action application. Choose ‘Create a Record’ as your app event. Again, click on ‘Connect’ to establish a connection with your Airtable account. using Pabbly Connect

• Ensure you are logged into your Airtable account for a seamless connection.
• Grant access to Pabbly Connect when prompted.

After the connection is established, select your base (e.g., ‘LinkedIn Leads’) and the specific table (e.g., ‘Table 1’) where you want the lead details to be stored. You will then map the fields from your LinkedIn lead data to the corresponding fields in Airtable, ensuring that all necessary details are captured accurately.

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5. Finalizing the Integration and Testing

After mapping the fields, click on ‘Save and Send Request’ to finalize the action. You should receive a successful response indicating that a new record has been created in Airtable. This confirms that your integration between LinkedIn Lead Ads and Airtable via Pabbly Connect is functioning correctly.

To test the integration, generate a test lead through your LinkedIn Lead Ads. Once the lead is submitted, check your Airtable to verify that the lead details have been added as a new record. This end-to-end process demonstrates how Pabbly Connect seamlessly connects your LinkedIn ads with Airtable for efficient lead management.

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Conclusion

In this tutorial, we explored how to add leads from LinkedIn Lead Ads to Airtable using Pabbly Connect. By following the steps outlined, you can automate the process of lead management, ensuring that every new lead is captured effectively in your Airtable.

Learn how to log Stripe payments automatically in Google Sheets for financial reporting using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 log Stripe payments automatically in Google Sheets for financial reporting, the first step is accessing Pabbly Connect. Open a new tab in your browser and navigate to Pabbly.com/connect to reach the official Pabbly Connect page.

On this page, you will find options to sign in or sign up. If you are a new user, click on the sign-up option to receive 100 free tasks to explore the software. Existing users can simply sign in to access the automation dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard where you can create and manage your automation workflows. Click on the ‘Create Workflow’ button to start.

• Select the workflow builder (New Beta or Classic).
• Name your workflow (e.g., ‘Log Stripe Payments Automatically in Google Sheets for Financial Reporting’).
• Choose a folder to save your workflow.

After naming your workflow and selecting the folder, click the ‘Create’ button. Your workflow is now successfully created, and you can start setting triggers and actions.

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3. Setting Up the Trigger for Stripe Payments

The next step in your automation process is to set up the trigger. In Pabbly Connect, select ‘Stripe’ as your trigger application. Choose the event as ‘New Charge’ to capture new payments made through your Stripe account.

After selecting the trigger event, click the ‘Connect’ button. A webhook URL will be provided, which you need to copy for the next step. This URL is essential as it allows Stripe to communicate with Pabbly Connect.

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4. Configuring the Webhook in Stripe

Now, navigate to your Stripe account. Click on the ‘Developers’ option and then select ‘Webhooks’. Here, you will add the webhook URL copied from Pabbly Connect.

• Click on ‘Add Endpoint’.
• Select the event type, which should be ‘Charge Succeeded’.
• Paste the webhook URL into the designated field.

After configuring the webhook, click on ‘Create Endpoint’. This setup allows Stripe to send payment information to Pabbly Connect whenever a charge is successful, completing the integration process.

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5. Adding Google Sheets to the Workflow

With the Stripe trigger set up, the next step is to add Google Sheets as an action in your workflow. In Pabbly Connect, select Google Sheets as your action application and choose ‘Add New Row’ as the event.

Connect your Google Sheets account by selecting an existing connection or creating a new one. After connecting, choose the specific spreadsheet you wish to use for logging the Stripe payments. Map the fields from the Stripe payment data to the corresponding columns in your Google Sheets.

Map fields like email, amount, transaction ID, payment method, address, and city. Ensure all fields are accurately mapped to capture user details.

After mapping the fields, test the workflow to ensure that a new row is added to your Google Sheets whenever a payment is made through Stripe. This finalizes your automation setup using Pabbly Connect.

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Conclusion

By following this tutorial, you can easily log Stripe payments automatically in Google Sheets for financial reporting using Pabbly Connect. This integration streamlines your financial tracking without manual effort, allowing you to focus on more critical aspects of your business.

Learn how to automate leave management requests using Pabbly Chatflow and Pabbly Chatflow. Step-by-step instructions to streamline your workflow. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

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1. Introduction to Pabbly Chatflow for Leave Management

Pabbly Chatflow is an essential tool for automating leave management requests efficiently. By using Pabbly Chatflow, you can streamline the process of handling leave requests from employees, making it less time-consuming and more organized. using Pabbly Connect

In this section, we will explore how to set up Pabbly Chatflow to manage leave requests. With Pabbly Chatflow, you will automate responses to leave requests and ensure all data is collected and stored systematically.

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2. Setting Up Pabbly Chatflow for Leave Requests

To begin using Pabbly Chatflow for leave management requests, first, access the platform by navigating to Pabbly Chatflow on your web browser. After signing in, you will be directed to the dashboard where you can manage your WhatsApp numbers and chat flows.

• Click on the ‘Add WhatsApp Number’ button to integrate your account.
• Select the ‘Chat Flow’ feature to create a new flow for leave management.

Once you have set up your WhatsApp number, you can create a new chat flow specifically for leave management requests. This will involve naming your flow and defining the triggers that initiate the leave request process.

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3. Creating the Chat Flow for Leave Management

In this section, we will detail how to create the actual chat flow using Pabbly Chatflow. Begin by clicking on the ‘Add Flow’ button in the dashboard. Name your flow something relevant, like ‘Automated Leave Management Request.’ This name will help you identify the flow easily.

Next, set up the triggers for your flow. Use keywords such as ‘leave request’ or ‘time off’ to initiate the conversation. This step is crucial as it defines how employees will start their requests through WhatsApp.

• Add keywords in the trigger section to capture various leave requests.
• Connect your welcome message to the trigger, guiding employees to select their leave type.

By implementing these triggers and messages, you create an interactive experience for employees submitting their leave requests.

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4. Collecting Leave Details Through Pabbly Chatflow

Once the employee selects their leave type, Pabbly Chatflow will prompt them to provide further details such as start date, end date, and reason for leave. This process ensures that all necessary information is collected efficiently. using Pabbly Connect

In this phase, use the ‘Ask Question’ feature to inquire about the start date and end date. Ensure you specify the format in which the dates should be entered to avoid confusion.

Ask for the start date and end date using the ‘Ask Question’ feature. Collect the reason for leave as a text input to capture detailed responses.

These steps ensure that all required data is gathered before moving on to the next phase of the workflow.

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5. Storing Leave Requests in Google Sheets

After collecting all necessary leave request details, the next step is to store this information in Google Sheets using Pabbly Connect. This integration allows for seamless data management and tracking of leave requests.

To do this, you will need to set up an API request in your chat flow that connects to your Google Sheets. You can achieve this by copying the webhook URL from Pabbly Connect and pasting it into the API request setup in Pabbly Chatflow.

Paste the webhook URL in the API request section of your chat flow. Map the collected data (start date, end date, reason) to the corresponding columns in your Google Sheets.

By following these steps, you ensure that every leave request is automatically logged and can be accessed easily in your Google Sheets for future reference.

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Conclusion

In conclusion, automating leave management requests using Pabbly Chatflow and Pabbly Connect streamlines the entire process from request submission to data storage. This tutorial has guided you through the steps needed to set up an efficient workflow that saves time and enhances productivity.

By implementing these systems, you can focus on other important tasks while ensuring that leave requests are handled promptly and accurately. Start using Pabbly Chatflow today to transform your leave management process!

Learn how to integrate Stripe with Discord to notify your team on new purchases using Pabbly Connect. Step-by-step tutorial with detailed instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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1. Accessing Pabbly Connect for Integration

To notify your Discord channel on a new Stripe purchase, the first step is accessing Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once on the landing page, you will see options to sign in or sign up. If you are new, click on the ‘Sign up for free’ button to create an account. Existing users can click ‘Sign in’ to access their accounts and start creating workflows.

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2. Creating a New Workflow in Pabbly Connect

After signing in, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, which will prompt you to choose between the new or classic workflow builder. Select the new workflow builder for a modern interface.

• Name your workflow: ‘Notify Discord Channel on Stripe Purchase’.
• Choose a folder to save your workflow or create a new one.
• Click ‘Create’ to open the workflow window.

This window is crucial as it contains the trigger and action settings that will dictate the workflow’s operation.

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3. Setting Up the Trigger for Stripe

In this step, you will set up the trigger for the workflow using Pabbly Connect. Click on ‘Add Trigger’ and select Stripe as the application. For the trigger event, choose ‘New Charge’ and click ‘Connect’. This will generate a webhook URL.

Copy the webhook URL and navigate to your Stripe account. Go to the Developers page and select Webhooks. Click on ‘Add Endpoint’ to create a new webhook, pasting the copied URL in the designated field. Select the event as ‘Charge Succeeded’ to ensure notifications are sent only for successful transactions.

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4. Testing the Integration with Stripe

After setting up the trigger, it’s essential to test the integration using Pabbly Connect. To do this, you need to perform a test purchase on Stripe. Navigate to the payment links section in your Stripe account and complete a purchase using test details.

• Enter your payment details and complete the purchase.
• Return to your Pabbly Connect workflow to check if it captured the response.
• Verify that the purchase ID and other details are accurately recorded.

This ensures that Pabbly Connect is successfully receiving data from Stripe for every new purchase.

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5. Sending Notifications to Discord

Finally, to notify your Discord channel, add an action step in Pabbly Connect. Search for Discord and select it as the action application. Choose ‘Send Channel Message (Markdown)’ as the event and click ‘Connect’.

Next, you will need to provide the webhook URL from your Discord server. Go to your Discord server settings, navigate to Integrations, and create a new webhook. Copy the URL and paste it into your Pabbly Connect workflow. Customize the message to include dynamic data from the Stripe purchase, ensuring your team receives all relevant information.

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Conclusion

By following these steps, you can successfully integrate Stripe with Discord using Pabbly Connect. This automation allows your team to receive instant notifications for every new purchase, enhancing communication and efficiency.

Try this integration today to streamline your workflow and keep your team informed about sales in real-time.

Learn how to automate recruitment and interview scheduling using Pabbly Chatflow with this detailed step-by-step tutorial. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Recruitment Automation

To begin automating recruitment and interview scheduling, first access Pabbly Chatflow. Navigate to the Pabbly Chatflow homepage by searching for it in your browser. This platform serves as a comprehensive solution for creating WhatsApp chatbots.

Once on the homepage, you can either sign in if you’re an existing user or click on the ‘Sign Up Free’ button to create a new account. This will give you access to 100 free credits to explore the features of Pabbly Chatflow.

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2. Creating a WhatsApp Chatbot Using Pabbly Chatflow

After signing into Pabbly Chatflow, you will see the dashboard. Here, click on the ‘Add Flow’ button to begin creating your WhatsApp chatbot for recruitment. Name your flow something like ‘Automate Recruitment and Interview Scheduling’ to keep it organized.

• Click on the ‘Add Flow’ button.
• Enter a name for your flow.
• Set up the trigger for your chatbot.

For the trigger, select the option for a keyword. This will allow your chatbot to activate when specific keywords are sent by users. You can add keywords like ‘apply job’ or ‘interview’ to ensure the chatbot responds appropriately.

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3. Setting Up Chatbot Questions in Pabbly Chatflow

Next, you will configure the questions your chatbot will ask. Start by adding a text message that welcomes users and asks them which position they are applying for. This is crucial for guiding the conversation.

• Add a welcome message asking for the position.
• Include buttons for different job positions.
• Ensure responses lead to further questions.

Once users select a position, prompt them to enter their full name. This information is essential for the recruitment process and will be collected through a custom field in Pabbly Chatflow.

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4. Collecting User Details for Recruitment

After collecting the user’s name, continue the process by asking for their email address and phone number. These details are vital for follow-up communication during the recruitment process. using Pabbly Connect

Utilize the media question type to request a resume upload. This allows candidates to submit their applications directly through WhatsApp, streamlining the hiring process.

Finally, ask for a convenient date for the interview. This ensures that scheduling is efficient and respects the candidate’s availability.

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5. Finalizing the Chatbot Setup in Pabbly Chatflow

Once you have configured all the questions and responses in Pabbly Chatflow, save your flow. This step is crucial to ensure that all your settings are preserved and the chatbot is ready to operate.

To test the chatbot, send a message using the keywords you set up. This will allow you to see how the chatbot responds and ensure that the entire recruitment automation process works smoothly.

With the flow saved and tested, your WhatsApp chatbot is now fully operational for automating recruitment and interview scheduling. This setup not only enhances efficiency but also improves the candidate experience.

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Conclusion

In this tutorial, we explored how to automate recruitment and interview scheduling using Pabbly Chatflow. By following the steps outlined, you can create an efficient WhatsApp chatbot that streamlines your hiring process.

With Pabbly Chatflow, you can easily manage candidate interactions and ensure a seamless recruitment experience. Start automating today to enhance your recruitment efforts!