Author: Rudra Sisodiya

Learn how to use Pabbly Connect to automate sending emails with service details for new Facebook Lead Ads leads. Step-by-step tutorial included. 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 Automation

To begin automating the process of sending emails with service details for new Facebook Lead Ads leads, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabby.com and sign in to your account. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly.

Once signed in, navigate to the Pabbly Apps page and select Pabbly Connect. This will take you to the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. This is crucial for setting up the automation that will send emails whenever a new lead is generated.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that links Facebook Lead Ads and Gmail using Pabbly Connect. Start by selecting the classic workflow builder and naming your workflow ‘Send Automatic Email with Service Details for New Facebook Lead Ads Leads.’ Choose a folder, such as ‘Facebook Lead Automations,’ to keep your workflows organized.

• Select the trigger application as Facebook Lead Ads.
• Set the trigger event to ‘New Lead Instant’.
• Connect your Facebook account to Pabbly Connect.

After connecting, you will need to specify the page and lead form you are using. This is where the automation begins, as Pabbly Connect will monitor for new leads and trigger the next action.

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3. Setting Up Facebook Lead Ads in Pabbly Connect

Now that you have set up the workflow, it’s time to configure the Facebook Lead Ads settings within Pabbly Connect. You will need to enter your Facebook page name and select the lead form you created. This involves accessing your Facebook account to retrieve the exact names.

To find the lead form, go to the Meta for Developers site and use the Lead Ads Testing Tool. Here’s how you can do it:

• Search for your Facebook page in the testing tool.
• Select the lead form you wish to use.
• Click save and send test request in Pabbly Connect.

Completing this step ensures that Pabbly Connect captures responses from new leads effectively, allowing you to automate email responses seamlessly.

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4. Configuring Gmail to Send Emails

With the Facebook Lead Ads trigger set up, the next step is to configure Gmail as the action application in Pabbly Connect. This involves selecting Gmail and the action event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect to facilitate sending emails.

Once connected, you will fill in the email details, including the recipient’s email address, which can be dynamically mapped from the lead information captured. Here’s what you need to do:

Enter the sender name and email address. Map the recipient email from the Facebook lead details. Compose your email content and subject line.

This configuration allows Pabbly Connect to send personalized emails automatically to each new lead, enhancing your engagement with potential clients.

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5. Testing and Executing the Workflow

After configuring both the trigger and action applications, it’s time to test the workflow in Pabbly Connect. This involves executing the workflow to ensure that everything works as intended. Click on ‘Save and Send Test Request’ to initiate the test.

After executing, check your Gmail account to confirm that the email has been sent successfully. Here’s what to look for:

Verify the email content matches what you configured. Ensure the recipient’s name is correctly personalized. Confirm the email arrives in the inbox without issues.

Once confirmed, your automation is now fully functional, allowing Pabbly Connect to handle lead responses efficiently.

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Conclusion

In conclusion, using Pabbly Connect to automate sending emails with service details for new Facebook Lead Ads leads can save you time and enhance your business efficiency. By following the steps outlined, you can ensure that every new lead receives timely and personalized communication, helping you grow your business effectively.

Learn how to automate sending thank-you emails for Typeform leads using Pabbly Connect with Gmail. Step-by-step tutorial included! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Accessing Pabbly Connect for Automation

To automate sending thank-you emails with Pabbly Connect, first, access the platform by navigating to Pabbly Connect through your browser. This is the central hub where you will create workflows to connect Gmail and Typeform seamlessly.

Once on the Pabbly website, sign in to your existing account or create a new one. New users can sign up for free and receive 100 tasks monthly. After logging in, you’ll be directed to the Pabbly apps page, where you can select Pabbly Connect to start building your workflow.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button in Pabbly Connect. You need to select either the classic or beta version of the workflow builder; for this tutorial, choose the classic version. Name your workflow as ‘Send Thank You Email with Next Steps Automatically Using Gmail for Typeform Leads’ and select a folder for organization.

• Click on the plus icon to create a new folder if needed.
• Select the trigger as Typeform and the action as Gmail.

After naming the workflow and organizing it into a folder, click ‘Create’. This will set up your workflow framework, with trigger and action boxes appearing on the screen. The trigger will be set to activate when a new Typeform submission occurs, prompting an email to be sent via Gmail.

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3. Setting Up Typeform Trigger in Pabbly Connect

In this section, you will configure the Typeform trigger in Pabbly Connect. Select Typeform as the trigger application and choose the event as ‘New Entry’. Click on ‘Connect’ to establish a connection. If you don’t have an existing connection, select ‘Add New Connection’ and authorize Pabbly Connect to access your Typeform account.

After connecting, you need to select the specific Typeform you want to use. This is done by choosing it from a dropdown menu. Click ‘Save and Send Test Request’ to initiate a test submission. You will need to fill out the Typeform to capture the response in Pabbly Connect.

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4. Configuring Gmail Action in Pabbly Connect

Next, configure the Gmail action in Pabbly Connect. Select Gmail as the action application and choose ‘Send Email’ as the action event. Similar to the trigger setup, connect your Gmail account by allowing Pabbly Connect access. Once connected, you will need to fill in the email details.

• Enter the sender’s name and email address.
• Map the recipient’s email from the Typeform response.
• Specify the email subject and body content.

Once all fields are filled out, click ‘Save and Send Test Request’ to execute the workflow. Check your Gmail inbox to confirm that the thank-you email has been sent successfully.

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5. Testing and Verifying the Integration

After setting up both the Typeform trigger and Gmail action in Pabbly Connect, it’s crucial to test the entire workflow. Perform a test submission on your Typeform to see if the thank-you email is sent automatically. If everything is configured correctly, you should receive the email in your inbox almost instantly.

In the test email, you should see a personalized message thanking the lead and outlining the next steps. This confirms that Pabbly Connect successfully captured the Typeform submission and triggered the Gmail action as intended. If there are any issues, revisit the workflow to check for errors in mapping or connections.

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Conclusion

In this tutorial, we explored how to automate sending thank-you emails using Pabbly Connect to integrate Gmail with Typeform. This process not only saves time but also enhances communication with leads. By following these steps, you can set up your workflows efficiently and ensure timely responses to your Typeform submissions.

Learn how to automate email sending with SendGrid for new Google leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for Automation

To send automated emails with SendGrid for new Google leads, you first need to access Pabbly Connect. Open your preferred web browser and navigate to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on the Sign Up for Free button to create an account. Existing users can simply click on the Sign In button to access their accounts. After signing in, you will be directed to the Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the Create Workflow button to start. You will be prompted to choose between the new and classic workflow builders. For this tutorial, select the New Workflow option for a modern interface.

• Click on Create Workflow.
• Select New Workflow.
• Name your workflow (e.g., Send Automated Emails with SendGrid for New Google Leads).

After naming your workflow, select an appropriate folder to save it in, such as Automations, and click on the Create button. This opens the workflow window where you will set up the trigger and action for your automation.

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3. Setting Up the Trigger for Google Ads

The trigger is essential for initiating the workflow in Pabbly Connect. To set it up, select Google Ads as your trigger application. Search for Google Ads in the application list and select it.

• Choose New Lead Form Entry as the trigger event.
• Click on Connect to establish a connection.
• Copy the provided webhook URL.

Next, navigate to your Google Ads account and paste the copied webhook URL into the lead delivery settings for your campaign. This allows Google Ads to send lead data directly to Pabbly Connect whenever a new lead is generated.

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4. Configuring SendGrid to Send Emails

Once the trigger is set up, the next step is to configure SendGrid as the action application in Pabbly Connect. Click on Add New Action Step and select SendGrid from the list of applications.

For the action event, choose Send Email and click on Connect. If you haven’t connected your SendGrid account yet, you will need to create a new connection. To do this, obtain your SendGrid API key from your SendGrid account settings and paste it into the required field in Pabbly Connect.

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5. Finalizing the Email Setup and Testing

With the SendGrid connection established, you can now set up the email parameters. Map the email address, subject, and content using the data received from the Google Ads trigger. For example, set the subject to Hi {First Name}, We Are Here to Help You Grow and personalize the email body accordingly. using Pabbly Connect

Finally, click on Save and Send Test Request to test the entire workflow. If everything is set up correctly, you will receive a confirmation that the email has been sent. Check your Gmail inbox to confirm that the email has been received with the correct details.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to automate sending emails with SendGrid for new Google leads. This integration enhances your lead management process, allowing you to respond promptly and efficiently. Start utilizing Pabbly Connect today to streamline your email automation processes and improve your business communications.

Learn how to automate Google Docs creation for each Google Forms submission using Pabbly Connect. Step-by-step tutorial with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Accessing Pabbly Connect for Automation

To start automating the creation of Google Docs for each Google Forms submission, you need to access Pabbly Connect. Open your web browser and type in the URL www.Pabbly.com/connect. This will take you to the Pabbly Connect landing page.

Once there, you have the option to either sign in if you are an existing user or sign up for a free account. After logging in, you will be directed to the Pabbly Connect dashboard where you can create workflows to integrate different applications. The first step is crucial as it sets the foundation for your automation process.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the document creation process. Click on the ‘Create New Workflow’ button in Pabbly Connect. You will be prompted to name your workflow; enter ‘Create New Google Docs for Each Google Form Submission’.

• Choose a folder for your workflow.
• Select the trigger app as Google Forms.
• Set the trigger event to ‘New Response Received’.

After selecting the trigger app, click the ‘Connect’ button to link Google Forms with Pabbly Connect. You will receive a webhook URL that you will need to configure in your Google Form’s settings for data transfer.

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3. Configuring Google Forms for Integration

Now, navigate to your Google Form and open it in Google Sheets by clicking on the ‘Responses’ tab and selecting ‘View in Sheets’. This is where you will set up the connection with Pabbly Connect.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Connect Webhook and install it.
• After installation, go to Extensions > Pabbly Connect Webhooks > Initial Setup.

Paste the webhook URL from Pabbly Connect into the setup dialog and select the trigger column, which is typically the last column in your Google Sheet. Click ‘Submit’ to complete the setup.

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4. Setting Up the Action in Pabbly Connect

After configuring Google Forms, return to Pabbly Connect to set up the action. Click on ‘Add New Action’ and select Google Docs as your action app. Choose the event ‘Create Document from Template’.

Connect your Google Docs account and select the template document you want to use for creating new profiles. Map the fields from Google Forms responses to the corresponding fields in your template, ensuring that each candidate’s information is dynamically inserted into the new document.

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5. Testing and Finalizing the Integration

With everything set up, it’s time to test your integration. Fill out the Google Form with test data and submit it. Go back to Pabbly Connect and check if the response has been received successfully. If everything is configured correctly, a new Google Doc should be created with the candidate’s information.

Finally, review the generated document in Google Docs to ensure all data has been populated correctly. If you need to replace images or adjust formatting, you can add additional steps in Pabbly Connect to refine the document creation process further.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to automate the creation of new Google Docs for each Google Forms submission. This integration streamlines your workflow and enhances productivity, allowing you to focus on more important tasks.

Learn how to automate FAQ responses for e-commerce websites using Pabbly Chatflow. Step-by-step guide on integrating AI assistants with WhatsApp and more. 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 Automation

To automate FAQ responses for your e-commerce website, you need to access Pabbly Chatflow. Start by visiting the Pabbly website and signing up for a free account. Once logged in, you can begin creating your AI assistant tailored for your business needs.

After logging in, navigate to the dashboard of Pabbly Chatflow. Here, you will find options to create an AI assistant. Click on the option to add a new assistant, and you will be guided through the setup process. This platform is essential for integrating various communication channels like WhatsApp.

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2. Creating Your AI Assistant with Pabbly Chatflow

In this section, you will create an AI assistant using Pabbly Chatflow. Click on the ‘Add AI Assistant’ button on your dashboard. You will need to provide a name for your assistant, such as ‘Shops Fair,’ which represents your business.

• Select the AI instruction type, such as AI Agent.
• Set the temperature for responses, where 0 means more focused answers.
• Choose the AI model, like OpenAI’s GPT-4 Mini.

By following these steps, you will ensure that your AI assistant is ready to handle customer queries effectively. Once configured, click on the ‘Save’ button to store your assistant settings and proceed to the next steps.

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3. Configuring AI Settings in Pabbly Chatflow

Configuring the AI settings in Pabbly Chatflow is crucial for effective communication. You will need to set up various parameters, including header messages, footer messages, and stop keywords. These settings help in guiding the user experience and ensuring clarity in responses.

• Add a header message that welcomes users to your assistant.
• Include a footer message that provides additional information.
• Define stop keywords that users can type to halt the assistant’s responses.

Once you have configured these settings, ensure to save your changes. This configuration allows your AI assistant to provide a seamless experience for users visiting your e-commerce website.

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4. Testing Your AI Assistant with Pabbly Chatflow

After setting up your AI assistant in Pabbly Chatflow, it’s time to test its functionality. You can do this by sending a message through your connected WhatsApp account. For instance, you might type, ‘I need help with my order’ and observe how the assistant responds.

In the testing phase, you should ask various questions, such as inquiries about products, exchange policies, and shipping methods. The AI assistant should provide accurate and helpful responses based on the settings you have configured earlier.

This testing ensures that the assistant is functioning as intended and is ready to handle real customer queries effectively. Make adjustments as necessary based on the feedback from your testing phase.

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5. Embedding Your AI Assistant on E-commerce Websites

Once you are satisfied with the performance of your AI assistant, you can embed it on your e-commerce website using Pabbly Chatflow. This is done by accessing the embed option within the platform, which will provide you with a script code.

Copy the provided script code and paste it into the HTML of your website. This integration allows visitors to interact with your AI assistant directly, enhancing their shopping experience.

By embedding the assistant, you can ensure that customers have access to instant support, making it easier for them to find answers to their questions. This feature is vital for improving customer satisfaction and driving sales on your e-commerce platform.

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Conclusion

In this tutorial, we explored how to automate FAQ responses for e-commerce websites using Pabbly Chatflow. By creating and configuring an AI assistant, testing its functionality, and embedding it on your website, you can significantly enhance customer interactions and streamline support processes.

Learn how to automate your social media posts effortlessly using Pabbly Connect. Step-by-step tutorial for seamless integration with Facebook, Instagram, Twitter, and more! 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 Automation

To start automating your social media posts, you need to access Pabbly Connect. Simply visit Pabbly’s website and log in to your account. If you are a new user, you can sign up for free and get 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation to post on various social media platforms.

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2. Setting Up Trigger with Google Sheets

In this section, you will set Google Sheets as the trigger application in Pabbly Connect. This means that whenever you add a new post title in your Google Sheet, it will trigger the automation workflow. Select Google Sheets as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’.

• Open your Google Sheet where you will enter post details.
• Go to Add-ons and install the Pabbly Connect Webhooks add-on.
• Copy the webhook URL provided by Pabbly Connect and paste it into the add-on settings.

After setting up the webhook, ensure that the trigger column is correctly configured. This column will send data to Pabbly Connect whenever new information is added. Once you have completed these steps, you will be ready to capture data from Google Sheets.

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3. Generating Content with OpenAI

Next, you will set up OpenAI to generate engaging social media post content using Pabbly Connect. After the Google Sheets trigger is activated, the next action will be to create a post using OpenAI. Select OpenAI as your action application and choose the event ‘Chat GPT’.

In this step, you will need to enter your OpenAI API key to connect it with Pabbly Connect. After connecting, you will set up the prompt for generating the post. Use a prompt like ‘Generate a short engaging social media post caption’ and map the title and hashtags from the Google Sheets data.

• Select the AI model (e.g., GPT-4) for content generation.
• Map the title and hashtags from the Google Sheets response.
• Click on ‘Save and Send Test Request’ to generate the content.

Once the content is generated, ensure to capture the response in Pabbly Connect for further actions.

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4. Posting to Social Media Platforms

Now that you have the content generated by OpenAI, you can proceed to post it on various social media platforms like Facebook, LinkedIn, and Twitter using Pabbly Connect. Start by adding an action step for Facebook Pages and select ‘Create Page Post’ as the action event.

Connect your Facebook account and select the page you want to post on. Map the message content and image URL generated from OpenAI to the corresponding fields in Pabbly Connect. Repeat this process for LinkedIn and Twitter, ensuring that you choose the appropriate action events for each platform.

For LinkedIn, choose ‘Create Share with Image’ as the action event. For Twitter, select ‘Create Tweet’ as the action event. Ensure all fields are correctly mapped before testing the connections.

After posting on all platforms, you will have successfully automated your social media posting process through Pabbly Connect.

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5. Updating Google Sheets Status

Finally, to keep track of your posts, you will update the status in Google Sheets using Pabbly Connect. After all posts have been made, add another action step to update the Google Sheets row where you entered the post details.

Select Google Sheets again and choose ‘Update Row’ as the action event. Map the row index to ensure you are updating the correct entry, and set the status to ‘Posted’. This will help you keep your spreadsheet organized and up to date.

Once you have configured this step, click on ‘Save and Send Test Request’ to finalize the process. Check your Google Sheets to confirm that the status has been updated correctly.

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Conclusion

In this tutorial, you learned how to automate your social media posts using Pabbly Connect. By integrating Google Sheets, OpenAI, and various social media platforms, you can streamline your content creation and posting process, saving time and effort. This automation allows you to focus on more important tasks while ensuring your social media presence remains active and engaging.

Learn how to automatically create new contacts in Vtiger CRM from Justdial leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automatically create new contacts in Vtiger CRM from Justdial leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser’s address bar.

Once you are on the landing page, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users should click on the ‘Sign In’ button to access their Pabbly Connect dashboard. This platform will facilitate the integration process seamlessly.

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2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. For this tutorial, select the classic workflow builder for a stable experience.

• Enter the name of your workflow: ‘Automatically Create New Contacts in Vtiger CRM from Justdial Leads’
• Select a folder to save the workflow, such as ‘Automations’
• Click on the ‘Create’ button to proceed.

Once you click ‘Create’, you will be directed to the workflow window where you will define the trigger and action for your integration. This is where the magic of Pabbly Connect begins, allowing you to automate the process of adding new contacts.

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3. Setting Up the Trigger for Justdial Leads

In the workflow window, select Justdial as your trigger application. This means that the workflow will be activated whenever a new lead is received from Justdial. For the trigger event, choose ‘New Leads’. Once selected, Pabbly Connect will generate a webhook URL.

Copy this webhook URL and contact your Justdial account manager to configure it in your Justdial account. This step is crucial as Justdial does not provide an option to add the webhook URL directly through their user interface. After the configuration, you will start receiving lead details automatically.

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4. Creating Contacts in Vtiger CRM

Now that you have set up the trigger, it’s time to create contacts in Vtiger CRM using the lead details captured from Justdial. In the action section of Pabbly Connect, select Vtiger CRM as your action application. For the action event, choose ‘Create Contact’.

To establish a connection between Vtiger CRM and Pabbly Connect, you will need to enter your Vtiger username, access key (API key), and domain. Access these details from your Vtiger account settings. After entering the required information, click ‘Save’.

• Select the contact type (e.g., Lead).
• Map the lead details from Justdial to the respective fields in Vtiger CRM.
• Click on ‘Save and Send Test Request’ to finalize the setup.

Once you receive a positive response indicating that the contact has been created successfully, you can verify this by refreshing your Vtiger CRM contacts page. All the details should match the lead information received from Justdial, confirming that the integration works perfectly.

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5. Conclusion: Automate Your Lead Management

With the integration established using Pabbly Connect, you can sit back and relax as new leads from Justdial are automatically added as contacts in your Vtiger CRM. This automation saves you time and ensures that no leads are missed in the process.

By following the steps outlined in this tutorial, you can streamline your lead management process significantly. Try using Pabbly Connect for your own business and experience the benefits of automation firsthand!

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Learn how to automate salon and spa appointment booking on WhatsApp with Pabbly Chatflow in this detailed tutorial. Step-by-step guide included. Learn how to create intelligent chat workflows that provide instant customer support while qualifying leads 24/7 without human intervention.

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1. Accessing Pabbly Chatflow for Appointment Automation

To automate salon and spa appointment booking, start by accessing Pabbly Chatflow. Open your browser and navigate to www.Pabbly.com/chatflow. Once there, you will need to sign in to your Pabbly Chatflow account. If you are a new user, you can sign up for free and receive 100 credits each month.

After logging in, you will be directed to the Pabbly Chatflow dashboard. Here, you can view your credits and connected WhatsApp number. To proceed, you must connect your WhatsApp account by clicking the ‘Connect WhatsApp’ button or using a manual token. This step is crucial for enabling the automation process.

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2. Creating the WhatsApp Chatbot with Pabbly Chatflow

In this section, we will create a WhatsApp chatbot using Pabbly Chatflow. On the left sidebar, click on ‘Flows’ to access the flow builder. Here, you can create a new flow by clicking the ‘Add Flow’ button. Name your flow something like ‘Automate Salon and Spa Appointment Booking on WhatsApp’ and save it.

• Select a trigger event, such as ‘Keyword Regex Match’.
• Enter keywords like ‘book appointment’ or ‘spa’ to activate the chatbot.
• Use Regex for advanced pattern matching in user messages.

After setting up the trigger, you’ll need to create the initial message that the bot will send. This message should ask users what service they would like to book. For example, the bot could say, ‘Hi, what service would you like to book?’ followed by options like haircut, facial, and massage. This interaction sets the stage for the appointment booking process.

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3. Collecting User Information for Appointment Booking

Once the user selects a service, the next step is to collect their preferred appointment details using Pabbly Chatflow. After the initial service selection, the bot should ask for the preferred date and the user’s name. This is done by adding action steps to your flow that prompt the user for this information.

• Ask for the preferred date using a question action.
• Create custom fields in Pabbly Chatflow to store user responses.
• Ensure user inputs are saved in your flow for later use.

This step is essential as it allows the bot to gather necessary information for booking the appointment. Once the user provides their name and date, you can use the collected data to confirm the appointment and proceed to the next steps in the automation process.

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4. Finalizing the Appointment and Sending Confirmation

After collecting all necessary information, the next step in Pabbly Chatflow is to finalize the appointment. The chatbot should send a confirmation message to the user, summarizing their appointment details. For instance, the bot could say, ‘Your appointment is set for [date] with [stylist]. Please confirm this booking.’ This confirmation ensures that the user is aware of their appointment details.

To implement this, you can connect the confirmation message to an action that checks if the user confirms or reschedules their appointment. If the user confirms, you can then add a tag to their contact in the Pabbly Chatflow inbox, indicating they have an upcoming appointment. This tagging system helps in managing bookings effectively.

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5. Integrating Appointment Data with Google Sheets

Finally, with Pabbly Chatflow, you can integrate the appointment data into Google Sheets for record-keeping. This integration allows you to automatically log each appointment as it is booked. To do this, set up an API request in your flow that sends the collected user data to a Google Sheets document.

Make sure to map the user’s name and appointment date to the corresponding columns in your Google Sheets. This setup ensures all appointment details are stored efficiently and can be accessed anytime for reference. Once everything is set up, test your flow to confirm that data is sent correctly to Google Sheets.

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Conclusion

In conclusion, automating salon and spa appointment booking on WhatsApp with Pabbly Chatflow streamlines the entire process. By following the steps outlined in this tutorial, you can create an efficient booking system that saves time and enhances customer experience. Start using Pabbly Chatflow today to automate your appointment bookings effortlessly!

Learn how to automate the creation of deals in Pipedrive from Elementor form submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To create deals in Pipedrive from Elementor form submissions, you will first need to access Pabbly Connect. This platform serves as the integration hub for connecting various applications seamlessly.

Start by navigating to Pabbly.com/connect in your web browser. If you are a new user, you can sign up for a free account that includes 100 tasks per month. Existing users can simply log in to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will need to create a new workflow to begin the automation process. Click on the ‘Create Workflow’ button located in the top right corner.

In the workflow builder, select the beta version for a modern experience. Name your workflow ‘Create Deals in Pipedrive from Elementor Form Submissions’. You can also select a folder to save your workflow. This helps keep your automations organized.

• Click on the ‘Create’ button.
• Set up a trigger by clicking on ‘Add Trigger’.
• Select ‘Elementor’ as your trigger application.

After setting up the trigger, you can proceed to configure the action steps that will follow.

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3. Setting Up the Trigger for Elementor Form Submissions

In this step, you will set up the trigger to listen for new submissions from your Elementor form. Select ‘New Form Submission’ as the app event. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect your Elementor form to Pabbly Connect. Go to your WordPress account where Elementor is installed and edit your form.

• Select ‘Actions After Submit’ in the form settings.
• Add a new action and choose ‘Webhook’.
• Paste the copied webhook URL and publish the form.

After publishing the form, it will be ready to send data to Pabbly Connect whenever a submission occurs.

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4. Creating a Person in Pipedrive

Once you have set up the trigger, the next step is to create a new person in Pipedrive. Add an action step in your Pabbly Connect workflow and select Pipedrive as the application. using Pabbly Connect

Choose ‘Create Person’ as the app event. You will need to connect your Pipedrive account by entering your API token. You can find this token in your Pipedrive account settings under personal preferences.

Map the first name and last name from the form submission. Fill in other optional fields like phone number and email.

After mapping all the required fields, click on ‘Save and Send Request’. This will create a new contact in your Pipedrive account based on the form submission data.

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5. Creating a Deal in Pipedrive

After successfully creating a person, the final step is to create a deal in Pipedrive. Add another action step in the same workflow and select Pipedrive again. using Pabbly Connect

This time, choose ‘Create Deal’ as the app event. You can use the same connection established previously. For the deal title, you can enter a static title like ‘Follow Up with’ followed by the lead’s name mapped from the previous step.

Select the status as ‘Open’. Map the person ID from the previous action to associate the deal with the created person.

Click on ‘Save and Send Request’. This action will create a new deal in your Pipedrive account, linked to the person you just created.

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Conclusion

In this tutorial, we have successfully demonstrated how to create deals in Pipedrive from Elementor form submissions using Pabbly Connect. By following these detailed steps, you can automate your lead management effectively. This integration not only saves time but also enhances productivity by ensuring that every lead is promptly followed up.

Learn how to instantly capture Instagram leads in Google Sheets with Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Instagram Leads

To instantly capture Instagram leads in Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by entering Pabbly.com/connect in your browser. This platform is essential for automating the integration process between Instagram and Google Sheets.

Once on the Pabbly Connect homepage, you will see options to either sign in or sign up for free. If you are new, click on ‘Sign Up Free’ to get started with 300 free tasks. Existing users can simply sign in to access their dashboard. After signing in, you will see all Pabbly applications, including Pabbly Connect, which will be used for the integration.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the capture of leads. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to select the workflow builder; choose the classic version for a familiar interface.

• Click on the ‘Create’ button after naming your workflow.
• Select a folder to save your workflow; you may create a new folder if needed.
• Ensure to name your workflow something descriptive like ‘Instantly Capture Instagram Leads in Google Sheets’.

After creating your workflow, you will see the trigger and action setup. This is where Pabbly Connect shines by allowing you to define when a new lead is captured on Instagram and how it should be sent to Google Sheets.

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3. Setting Up the Trigger for Instagram Leads

To automate the process, you need to set up a trigger in Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application and choose ‘New Lead Instant’ as the trigger event. Click on ‘Connect’ to establish this connection.

If you haven’t connected your Instagram account yet, choose ‘Add a New Connection’. You will be prompted to authorize your Instagram account through Facebook. Once authorized, select the appropriate Facebook page and lead form that you want to use for capturing leads.

• Select the Facebook page associated with your Instagram account.
• Choose the specific lead generation form you want to track.

After saving these settings, Pabbly Connect will be ready to listen for new leads from your Instagram ads, making it efficient to capture them directly into Google Sheets.

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4. Testing the Integration with a Test Lead

To ensure that your setup works correctly, you need to create a test lead using the Lead Ads Testing Tool by Meta. Before doing this, delete any existing test leads to avoid conflicts. Once deleted, refresh the testing tool and fill out the lead form with dummy data.

After entering the test data, submit the form. You will see a confirmation of the submission. Now, go back to Pabbly Connect to check if the new lead details have been captured successfully. You should see the details such as name, email, phone number, and skin type reflected in your workflow.

Make sure to include realistic dummy data for testing. Check that all fields are mapped correctly in your workflow.

This step verifies that Pabbly Connect is functioning as intended, capturing leads from Instagram ads into Google Sheets seamlessly.

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5. Adding Captured Leads to Google Sheets

Now that you have successfully captured a lead, the next step is to add this lead information to Google Sheets. In Pabbly Connect, select ‘Google Sheets’ as the action application and choose ‘Add a New Row’ as the action event. Click on ‘Connect’ to set up the connection with your Google account.

Once connected, select the specific spreadsheet and sheet where you want the leads to be added. You will need to map the fields from the Instagram lead to the corresponding columns in Google Sheets. This includes mapping the name, email, phone number, and skin type.

Ensure that the spreadsheet is correctly set up with headers matching your mapped fields. Double-check the mapping to avoid data discrepancies.

After mapping the fields, click on ‘Save and Send Request’. You should receive a confirmation that the lead has been successfully added to your Google Sheets. This finalizes the automation process, showcasing how Pabbly Connect efficiently integrates Instagram leads into Google Sheets for better data management.

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Conclusion

In this tutorial, we explored how to instantly capture Instagram leads in Google Sheets using Pabbly Connect. By following the outlined steps, you can automate lead capturing and ensure that your data is organized efficiently. This integration not only saves time but also enhances your data management capabilities.