Author: Rudra Sisodiya

Learn how to automate webinar invites and capture Typeform leads in Airtable using Pabbly Connect. Follow our detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating webinar invites and capturing Typeform leads in Airtable, you first need to access Pabbly Connect. Go to the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and start with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here you can view all your workflows and create new ones. Click on the ‘Create Workflow’ button to begin setting up your automation process. This is where the integration between Typeform, Gmail, and Airtable will be established using Pabbly Connect.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow named ‘Automate Webinar Invites and Capture Typeform Leads in Airtable’. Select the classic workflow builder for a stable experience. After naming your workflow, you will see two boxes: one for the trigger and one for the action.

• Click on ‘Trigger’ and select Typeform.
• Choose the trigger event as ‘New Entry’.
• Connect your Typeform account to Pabbly Connect.

Once connected, select the form you want to use for capturing leads. After saving this setup, you will be prompted to send a test request to confirm the connection. This step is crucial as it allows Pabbly Connect to capture responses from Typeform.

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3. Sending Webinar Invites via Gmail

After successfully capturing Typeform submissions, the next step is to send out webinar invites using Gmail. In the action section of your workflow, select Gmail as the action application.

• Choose the action event as ‘Send Email v1’.
• Connect your Gmail account to Pabbly Connect.
• Fill in the recipient’s email using the mapped data from Typeform responses.

Ensure to personalize the email content by mapping the lead’s name and other relevant details. After configuring the email settings, click on ‘Save and Send Test Request’ to verify that the email is sent successfully. This integration ensures that every new lead receives an invite promptly, facilitated by Pabbly Connect.

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4. Logging Lead Details in Airtable

Now that the webinar invites are being sent, the next task is to log the lead details in Airtable. Again, navigate to the action section of your workflow and select Airtable as the application.

Choose the action event as ‘Create Record’. Connect your Airtable account to Pabbly Connect. Select the base and table where you want to log the details.

Map the fields from the Typeform response to the corresponding Airtable fields such as name, email, phone, city, and company. After entering all details, click on ‘Save and Send Test Request’ to confirm that the data is logged successfully in Airtable. This final step ensures that you have a complete record of all leads captured through Pabbly Connect.

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5. Conclusion: Automate Your Webinars Effectively

In conclusion, using Pabbly Connect to automate webinar invites and capture Typeform leads in Airtable streamlines your workflow significantly. By following the steps outlined in this tutorial, you can efficiently manage your webinar registrations and ensure timely communication with your leads.

This automation not only saves you time but also enhances your engagement with potential attendees. Start leveraging Pabbly Connect today to simplify your webinar management and improve your overall productivity.

Learn how to automate creating deals in Pipedrive from Google Form submissions using Pabbly Connect. Follow our detailed 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.

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1. Setting Up Pabbly Connect for Automation

To automate creating deals in Pipedrive from Google Form submissions, we will use Pabbly Connect. Start by accessing Pabbly Connect via Pabbly.com/connect. Once there, sign in with your credentials or create a new account if you are a first-time user.

After logging in, you will see the Pabbly Connect dashboard. Here, you can create workflows that will help you integrate Google Forms with Pipedrive. Click on the Create Workflow button at the top right corner and select the beta version for a more modern experience.

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2. Creating a Workflow for Google Forms and Pipedrive

With Pabbly Connect set up, it’s time to create a workflow. Name your workflow something like ‘Create Deals in Pipedrive from Google Form Submission’. Select the appropriate folder to organize your workflow.

• Click on the Add Trigger button.
• Choose Google Forms as the trigger application.
• Select the event as New Response Received.

After setting up the trigger, you will receive a webhook URL. This URL will be used to connect Google Forms to Pabbly Connect. Copy this URL for the next step.

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3. Connecting Google Forms to Pabbly Connect

Next, navigate to your Google Form where you want to capture submissions. Click on the Responses tab, then select Link to Sheets to create a new Google Sheet that will store all form responses.

Once your Google Sheet is created, you need to install the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks. Install it and refresh your Google Sheet.

• Click on Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the webhook URL you copied earlier.
• Set the trigger column to the final data column (e.g., Column E).

After configuring the settings, click Submit to finalize the setup. Now, every new response will be sent to Pabbly Connect automatically.

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4. Creating a Person and Deal in Pipedrive

After setting up the Google Forms integration, it’s time to create a person in Pipedrive. In your Pabbly Connect workflow, add an action step and select Pipedrive as the application.

Select the event as Create Person and connect your Pipedrive account using the API token from your Pipedrive settings. Map the necessary fields such as first name and last name from the Google Form submission to create the person.

Map the first name and last name from the Google Form response. Set the label to Hot Lead. Save the action to create the person in Pipedrive.

Once the person is created, you will see a successful response in Pabbly Connect, confirming the action.

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5. Finalizing the Deal Creation in Pipedrive

Next, add another action step in your Pabbly Connect workflow to create a deal. Again, select Pipedrive as the application and choose Create Deal as the event.

Connect using the existing connection and map the necessary fields like title, person ID, and status for the deal. For the title, you can use a format like ‘Follow Up with [Lead Name]’ by mapping the lead’s first and last name.

Set the status to Open. Map the person ID from the previous step. Save the deal to finalize the action.

After saving, you will receive confirmation that the deal has been successfully created in Pipedrive, completing your automation process.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of deals in Pipedrive from Google Form submissions using Pabbly Connect. By following these steps, you can streamline your workflow and enhance your productivity.

Learn how to integrate Zoom with Webhook using Pabbly Connect. This step-by-step tutorial guides you through the setup process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Accessing Pabbly Connect for Zoom Integration

To set up a webhook in Zoom, you first need to access Pabbly Connect. Start by navigating to Pabbly’s official website and signing up or logging in if you already have an account.

Once logged in, you will be directed to the Pabbly Connect dashboard. This is where you can manage all your integrations. Here, you can easily create a workflow that connects Zoom with your desired webhook.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a new workflow. To do this, click on the ‘Create Workflow’ button at the top right corner of the Pabbly Connect dashboard. using Pabbly Connect

• Select the workflow builder option.
• Name your workflow, for example, ‘Setup Webhook in Zoom’.
• Choose the appropriate folder to save your workflow.

Once you have filled in these details, click on the ‘Create’ button. This will set up a new workflow where you can define triggers and actions that involve Zoom and your webhook.

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3. Setting Up Zoom as the Trigger Application

In this step, you will select Zoom as the trigger application in your workflow. Click on the trigger application option and choose Zoom from the list of available apps.

Next, you will need to select the trigger event. Choose ‘New Meeting Created’ as the event that will initiate the workflow. This means every time a new meeting is created in Zoom, it will trigger the webhook through Pabbly Connect.

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4. Connecting Zoom with the Webhook

To connect Zoom with the webhook, you will need to enter the secret token provided by Zoom into Pabbly Connect. This token is essential for authentication and allows Pabbly Connect to communicate with your Zoom account. using Pabbly Connect

• Navigate to the Zoom app marketplace and create a new app.
• Copy the redirect URL provided by Pabbly Connect and paste it into the Zoom app settings.
• Save the settings and retrieve the secret token.

Once you have the secret token, return to Pabbly Connect and input the token to establish the connection. This process ensures that your Zoom account is securely linked to Pabbly Connect, allowing for seamless data transfer.

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5. Testing the Integration

After setting up the webhook, it is crucial to test the integration to ensure everything works as expected. Go back to your Zoom account and create a new meeting. using Pabbly Connect

Once the meeting is created, return to Pabbly Connect and check if the webhook has received the data from Zoom. You should see the details of the meeting displayed in the Pabbly Connect dashboard, confirming that the integration is successful.

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Conclusion

In this tutorial, we covered how to set up a webhook in Zoom using Pabbly Connect. By following these steps, you can automate your workflows and enhance productivity. With Pabbly Connect, integrating Zoom with various applications becomes seamless and efficient.

Learn how to create contacts in GoHighLevel from Instagram Lead Ads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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 create contacts in GoHighLevel from Instagram Lead Ads, start by accessing Pabbly Connect. Open a new tab and search for the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser.

Once on the Pabbly Connect page, you will see options to either sign in or sign up. If you’re a new user, click on the ‘Sign Up for Free’ button to get started. Existing users should click on ‘Sign In’ to access their accounts.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. This is where you will set up the integration workflow. Choose between the new workflow builder or the classic one; the new builder is recommended for its modern interface. using Pabbly Connect

• Select the new workflow builder for a better experience.
• Enter a name for your workflow and choose a folder to save it.
• Click on the ‘Create’ button to proceed.

Once created, you will be directed to the workflow window, which is crucial for setting up triggers and actions. Here, you will define how the workflow operates using specific applications.

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3. Setting Up Instagram Lead Ads as Trigger in Pabbly Connect

In the workflow window, select Instagram Lead Ads as the trigger application. This step is essential as it tells Pabbly Connect to initiate actions based on new leads generated from your Instagram ads.

Choose the trigger event as ‘New Lead Instant’ and click on ‘Connect’. You will then need to create a new connection with your Instagram Lead Ads account. This connection is facilitated through your linked Facebook account.

• Click on ‘Add a New Connection’ to link your Instagram account.
• Select your Facebook account to establish the connection.
• Once connected, select the Facebook page associated with your Instagram ad.

After successful connection, proceed to select the lead ads form that you are using for your campaign. If the form does not appear, click on ‘Refresh Fields’ to load it.

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4. Adding Action Step to Create Contact in GoHighLevel

Now that you have set up the trigger, the next step is to add an action step to create a contact in GoHighLevel. Click on ‘Add New Action Step’ and select ‘Lead Connector V2’ as your action application.

For the action event, choose ‘Create or Update a Contact’ and click on ‘Connect’. You will be prompted to establish a connection with your GoHighLevel account using Pabbly Connect.

Select ‘Add a New Connection’ to link your GoHighLevel account. Grant the necessary permissions for data access. Map the fields from the previous step to ensure data is transferred correctly.

After mapping the required fields, click on ‘Save and Send Test Request’ to check if the integration works as expected. This will create a contact in your GoHighLevel account using the lead data captured from Instagram.

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5. Testing the Integration in Real-Time

To ensure everything is functioning correctly, conduct a real-time test of your workflow. Open your lead ads testing tool and submit a new lead using the form linked to your Instagram ad.

Once the form is submitted, return to your GoHighLevel account and refresh the contact list. With Pabbly Connect, the new contact should appear instantly, reflecting the details submitted in the lead form.

This real-time integration showcases the power of automation, allowing you to capture leads efficiently without manual intervention. If successful, you should see the contact details that match the information filled out in the lead form.

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Conclusion

In this tutorial, we explored how to create contacts in GoHighLevel from Instagram Lead Ads using Pabbly Connect. By following these steps, you can automate your lead management process effectively. This seamless integration not only saves time but enhances your business’s operational efficiency.

Learn how to seamlessly register LinkedIn leads for WebinarJam sessions using Pabbly Connect. This detailed tutorial guides you through the setup process step-by-step. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Accessing Pabbly Connect for LinkedIn and WebinarJam Integration

To register LinkedIn leads for WebinarJam sessions, start by accessing Pabbly Connect. This powerful automation tool allows you to connect multiple applications without any programming knowledge.

Open a new tab in your browser and search for Pabbly Connect by entering ‘Pabbly.com/connect’. Once on the landing page, you can either sign in if you’re an existing user or click on ‘Sign up for free’ to create a new account. This free trial gives you 100 tasks per month to explore the application.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. This is where you will set up the connection between LinkedIn and WebinarJam using Pabbly Connect.

• Choose the new workflow builder for a modern interface.
• Name your workflow as ‘Register LinkedIn Leads for WebinarJam Sessions’.
• Select a folder to save your workflow.

Once you’ve named your workflow and selected a folder, click on ‘Create’ to open the workflow window. This window is crucial as it contains the trigger and action settings necessary for your automation.

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3. Setting Up the Trigger with LinkedIn in Pabbly Connect

To set up the trigger, click on the ‘Add Trigger’ button. Search for LinkedIn and select it as your trigger application. Then, choose the trigger event as ‘Lead Notifications’ and click on ‘Connect’. using Pabbly Connect

If you haven’t connected your LinkedIn account yet, click on ‘Add a New Connection’. Enter your LinkedIn credentials and sign in. After connecting, select your sponsor’s ad account and proceed to save and send a test request. This will await a webhook response from LinkedIn.

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4. Testing the LinkedIn to WebinarJam Integration

To capture the webhook response, perform a test submission by opening your LinkedIn campaign. Fill in the required fields, such as email address and phone number, and submit the form. Once submitted, Pabbly Connect will capture the response, which includes all lead details. using Pabbly Connect

• Check that Pabbly Connect receives the lead details successfully.
• Verify the captured details like first name, last name, email, and phone number.

Once the trigger step is successfully set up, your workflow will automatically trigger every time a new lead is generated from LinkedIn.

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5. Finalizing the Registration in WebinarJam via Pabbly Connect

Next, you will add an action step to register the lead in WebinarJam. Click on the ‘Add New Action Step’ and select WebinarJam as your action application. Choose the action event as ‘Register a Person to Webinar’ and click on ‘Connect’. using Pabbly Connect

If you have not connected your WebinarJam account yet, click on ‘Add a New Connection’. You will need to enter your API key from your WebinarJam account under the API custom integration settings. Once connected, select the specific webinar for which you want to register leads.

Map the lead details from the previous step to the registration fields in WebinarJam. This ensures that every new lead is automatically registered with their details. After completing the mapping, click on ‘Save and Send Test Request’ to finalize the setup.

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Conclusion

By following these steps, you can effectively register LinkedIn leads for your WebinarJam sessions using Pabbly Connect. This integration automates the process, ensuring no lead is missed while saving you time and effort.

Learn how to integrate Zoho Forms with WebinarJam to create registrants automatically using Pabbly Connect. Step-by-step guide 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 Integration

To create WebinarJam registrants from Zoho Forms submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser.

Once you are on the homepage, you will see options to either sign in or sign up. New users can click on ‘Sign Up Free’ to get started with 100 free tasks per month, while existing users can simply sign in. After logging in, you will be directed to the Pabbly Connect dashboard where you can begin creating your automation.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. 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 new beta version for a more flexible experience.

• Select a name for your workflow, such as ‘Create WebinarJam Registrants from Zoho Form Submission’.
• Choose a folder to save your workflow, for example, the ‘Automations’ folder.
• Click on the ‘Create’ button to finalize your workflow setup.

Now that your workflow is created, you will need to set up a trigger that initiates the automation process. This is where Pabbly Connect comes into play, allowing you to connect your Zoho Forms with WebinarJam seamlessly.

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3. Setting Up Zoho Forms Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, click on the ‘Add Trigger’ button. Choose ‘Zoho Forms’ as your trigger application and select ‘New Form Submitted’ as the event. Then, click on ‘Connect’ to establish the connection.

You will receive a webhook URL that you will need to copy. Next, go to your Zoho Forms account, find your form (e.g., Workshop Registration Form), and click on the ‘Edit’ option. In the form builder, navigate to the ‘Integrations’ tab, and select ‘Webhooks’.

• Paste the copied webhook URL into the designated field.
• Set the content type to ‘Application JSON’.
• Choose ‘General’ for the authorization type.

After saving these settings, you will have successfully connected Zoho Forms to Pabbly Connect, enabling it to receive data when a new form submission occurs.

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4. Testing the Integration with a Form Submission

Now that you have set up the trigger, it’s time to test the integration. Go back to your Zoho Forms and fill out the form with dummy data, such as a first name, last name, email address, and phone number. After entering the required details, click ‘Submit’.

Upon submission, return to Pabbly Connect to check if the webhook response is received. You should see the details from your form submission, confirming that the connection is working properly.

Verify the first name, last name, email, and phone number are displayed correctly. This data will be used to create a new registrant in WebinarJam.

With the trigger successfully tested, you can now proceed to set up the action step in Pabbly Connect to register the new participant in your WebinarJam account.

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5. Registering the Participant in WebinarJam

To complete the integration, add an action step in Pabbly Connect by selecting ‘WebinarJam’ as the action application and ‘Register a Person to a Webinar’ as the event. Click ‘Connect’ to create a new connection.

You will need to enter your API key from your WebinarJam account. Navigate to your WebinarJam dashboard, select the webinar you want to register participants for, and find the API key under the ‘Advanced’ options. Copy and paste this key back into Pabbly Connect.

Select the specific webinar (e.g., Digital Growth Secrets) for the registration. Map the fields from the trigger step to the registration form (first name, last name, email, phone number). Click ‘Save and Send Test Request’ to finalize the registration process.

If successful, you will see confirmation in Pabbly Connect, and you can check your WebinarJam account to verify that the new registrant has been added. This completes the integration process, showcasing how Pabbly Connect simplifies the connection between Zoho Forms and WebinarJam.

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Conclusion

In this tutorial, we explored how to create WebinarJam registrants from Zoho Forms submissions using Pabbly Connect. By following these steps, you can automate the registration process, saving time and ensuring a seamless experience for your participants. Integrating these applications through Pabbly Connect allows for efficient data handling and enhances your webinar management.

Learn how to automate lead nurturing for real estate agencies using Pabbly Chatflow and WhatsApp. Follow this step-by-step guide to streamline your communication. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

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1. Accessing Pabbly Chatflow for Lead Nurturing

To automate lead nurturing for real estate via WhatsApp using Pabbly Chatflow, the first step is to access the platform. Begin by opening a new tab in your browser and navigating to Pabbly.com/chatflow.

Once on the Pabbly Chatflow homepage, you will see options to sign in or sign up. If you are a new user, click on the sign-up option to create your account and receive 100 free credits to explore the software. For existing users, simply click on the sign-in button to access your dashboard.

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2. Creating Your AI Assistant in Pabbly Chatflow

After logging into Pabbly Chatflow, navigate to the AI assistant section. This is where you will create an AI-powered assistant tailored for lead nurturing in real estate. Click on the ‘Add AI Assistant’ button to begin the setup process.

• Enter a descriptive name for your AI assistant, such as ‘Automate Lead Nurturing for Real Estate’.
• Select the instruction type as ‘AI Agent’ to generate a predefined instruction set.
• Set the temperature for response creativity, with a recommended setting of 0.5 for a balance of accuracy and creativity.

Once these parameters are set, proceed to choose the AI model from the options available, selecting OpenAI as the provider. Make sure to enter your OpenAI API key to connect your assistant with the OpenAI platform securely.

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3. Configuring AI Assistant Settings in Pabbly Chatflow

With your AI assistant created, the next step is to configure its settings in Pabbly Chatflow. This includes customizing the header and footer messages, as well as setting up fallback messages to ensure professional interactions.

In the settings, you can also upload a knowledge source file that your AI assistant will utilize to provide accurate responses. Ensure this file is in plain text format for compatibility. Once uploaded, finalize the assistant’s interface by adding a greeting message, such as ‘Hi there, how can I help you today?’.

• Customize the appearance of your assistant by selecting colors and shapes that match your brand.
• Enable the assistant by toggling the necessary settings to ensure it responds to user inquiries.

After saving these configurations, your AI assistant will be ready to engage with leads via WhatsApp.

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4. Enabling Auto Responses for WhatsApp Messages

To ensure that your AI assistant operates effectively, you need to enable auto-responses in Pabbly Chatflow. Navigate to the inbox settings where you can customize automatic replies to incoming WhatsApp messages.

Here, select the AI auto-reply option and choose the AI assistant you created earlier. This setup guarantees that your leads receive prompt replies, even when you are unavailable. Make sure to save these settings to activate the auto-responses.

Additionally, it is crucial to test your AI assistant to verify its functionality. Send a test message through WhatsApp to see how the assistant responds and ensure that it meets your expectations for lead nurturing.

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5. Testing Your AI Assistant for Lead Nurturing

After configuring everything in Pabbly Chatflow, it’s time to test your AI assistant’s performance. Start by sending a message to your WhatsApp business number, such as ‘I need help’. The assistant should respond immediately, asking for more details about the assistance needed.

Continue testing by asking various questions related to lead nurturing. For example, inquire about viewing past inquiries or receiving notifications for returning leads. The AI assistant should provide clear and helpful responses based on the configurations you set earlier.

Ensure the assistant responds accurately and promptly to user inquiries. Make adjustments to the knowledge base or response settings as needed for improved interaction.

By following these steps, you can effectively automate lead nurturing for your real estate agency using Pabbly Chatflow.

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Conclusion

In this tutorial, we explored how to automate lead nurturing for real estate agencies using Pabbly Chatflow and WhatsApp. By creating an AI assistant and configuring it properly, you can streamline your communication and enhance customer engagement effectively.

Learn how to sync leads from Google Forms to Zoho CRM seamlessly using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Integration

To sync leads from Google Forms to Zoho CRM, you first need to access Pabbly Connect. This is the automation platform that facilitates the integration process. Begin by visiting the Pabbly website at Pabbly.com and log into your account. If you don’t have an account, you can sign up for free to get started.

Once logged in, you will see the Pabbly dashboard. From here, navigate to the Pabbly Connect application. This platform allows you to create workflows that connect various applications seamlessly. To create a new workflow, click on the ‘Create Workflow’ button and select the Classic workflow builder for a stable experience.

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2. Create Workflow for Google Forms Trigger

In this step, you will set up a workflow that triggers when a new lead is submitted through Google Forms. Start by naming your workflow something descriptive, like ‘Sync Leads from Google Forms to Zoho CRM’. After naming, select the appropriate folder for your workflow.

Next, you will need to configure the trigger application. Choose Pabbly Connect as your trigger application and select ‘Google Forms’ as the event. Specifically, select ‘New Response Received’ to capture new form submissions. This step ensures that every time a new lead is submitted, it will be captured by Pabbly Connect.

• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once you have the webhook URL, proceed to your Google Forms. You will need to enable the integration by pasting the webhook URL into the Google Forms settings. This allows Pabbly Connect to listen for new submissions and trigger the workflow accordingly.

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3. Set Up Google Sheets Integration

After configuring Google Forms, the next step involves integrating Google Sheets to capture the responses. You will need to create a Google Sheet that corresponds to your form. This sheet will store all the data collected from the form submissions.

In your Google Sheet, go to the ‘Extensions’ menu, select ‘Add-ons’, and then ‘Get add-ons’. Search for the Pabbly Connect Webhooks add-on and install it. After installation, access the add-on from the Extensions menu to set up the webhook.

• Install the Pabbly Connect Webhooks add-on from Google Workspace Marketplace.
• Enter the webhook URL and specify the trigger column (e.g., column G).
• Test the connection to ensure data is being sent to Pabbly Connect.

Once the setup is complete, every new response from Google Forms will automatically populate in your Google Sheet, confirming that the integration is functioning properly and data is flowing to Pabbly Connect.

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4. Configure Zoho CRM Action in Pabbly Connect

Now that Google Forms and Google Sheets are set up, it’s time to configure the action in Zoho CRM. In your Pabbly Connect workflow, choose Zoho CRM as the action application. Select ‘Insert/Update Record with Subform Data’ as the action event to create a lead in your CRM.

Next, you will need to connect your Zoho CRM account to Pabbly Connect. If you have an existing connection, you can use that. Otherwise, create a new connection by entering your Zoho domain and allowing permissions for Pabbly Connect to access your CRM data.

Choose ‘Zoho CRM’ as the action application. Select ‘Insert/Update Record with Subform Data’ as the action event. Map the fields from Google Forms to the corresponding fields in Zoho CRM.

Ensure that you map all required fields accurately, such as first name, last name, email, and phone number. This mapping ensures that every new lead from Google Forms is created correctly in Zoho CRM.

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5. Testing and Confirmation of Integration

After configuring both Google Forms and Zoho CRM in Pabbly Connect, it’s essential to test the integration. Fill out a test submission on your Google Form and check if the data appears in your Google Sheet and subsequently in Zoho CRM.

To confirm everything is working, go back to your Zoho CRM account and check the leads section. You should see the new lead created with the details filled in the Google Form. This step is crucial to ensure that the entire workflow is functioning as intended.

Submit a test entry through Google Forms. Check Google Sheets for the captured response. Verify the lead creation in Zoho CRM.

If the lead appears in Zoho CRM, congratulations! You have successfully set up the integration between Google Forms and Zoho CRM using Pabbly Connect. This automation saves time and ensures that all leads are captured accurately and efficiently.

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Conclusion

In this tutorial, we explored how to sync leads from Google Forms to Zoho CRM using Pabbly Connect. By following the steps outlined, you can automate the lead capture process, ensuring that no potential lead is missed. With Pabbly Connect, you can streamline your business operations and focus on what matters most.

Learn how to automate product review requests after payment using Pabbly Connect and Razorpay with 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 Automation

To automate product review requests after payments, start by accessing Pabbly Connect. This platform allows you to seamlessly integrate applications without needing coding skills. First, go to the Pabbly website by typing pabby.com in your browser.

Once there, sign in to your account. If you are new, you can sign up for free, which grants you 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard where you can create workflows to automate tasks like sending product review requests after payment.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect specifically for sending automated product review requests. Click on the ‘Create Workflow’ button to begin. You will be prompted to select between the classic or modern workflow builder; choose the classic option for familiarity.

• Name your workflow as ‘Send Automated Product Review Request After Payment via Razorpay’.
• Select an appropriate folder for your workflow, such as ‘Razorpay Automations’.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will initiate the workflow whenever a new payment is captured in Razorpay.

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3. Setting Up Razorpay Trigger in Pabbly Connect

Next, we will set up the trigger using Pabbly Connect to capture payments from Razorpay. Select Razorpay as your trigger application and choose ‘Payment Captured’ as the trigger event. This means that the workflow will activate whenever a payment is successfully received.

To connect Razorpay with Pabbly Connect, you will need to set up a webhook. Copy the webhook URL provided by Pabbly Connect and navigate to your Razorpay account. Under the ‘Developers’ section, locate the ‘Webhooks’ option and click on ‘Add New Webhook’.

• Paste the copied webhook URL.
• Enter the secret key and select the active events, specifically ‘Payment Captured’.
• Click on ‘Create Webhook’ to save the settings.

Once the webhook is set up, return to Pabbly Connect and test the connection to ensure it is working correctly.

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4. Sending Email via Gmail Action in Pabbly Connect

After setting up the Razorpay trigger, the next step is to send an automated email using Gmail through Pabbly Connect. In the Action application, select Gmail and choose the action event as ‘Send Email V1’. Click on ‘Connect’ to establish the connection.

Once connected, you will need to fill in the email details. Use the mapping feature to dynamically insert the recipient’s email address captured from the Razorpay payment response. This ensures that each customer receives personalized emails.

Set the recipient email address by mapping it from the Razorpay response. Enter the sender name, email subject, and email body. Include a link to the product review form in the email body.

After entering all the required details, click on ‘Save and Send Test Request’ to finalize the email setup.

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5. Conclusion: Automate Review Requests with Pabbly Connect

In conclusion, using Pabbly Connect to automate product review requests after payment via Razorpay streamlines your customer communication. By setting up a trigger for Razorpay payments and an action to send emails through Gmail, you can efficiently gather customer feedback.

This integration not only saves time but also enhances customer engagement by ensuring timely follow-ups. With Pabbly Connect, you can easily manage such automations without any coding experience.

Start utilizing Pabbly Connect today to enhance your business processes and improve customer satisfaction through automated workflows.

Learn how to automate FAQ responses for service businesses using Pabbly Chatflow and WhatsApp. Follow this detailed tutorial for seamless integration. 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 FAQ Automation

To automate FAQ responses for service businesses via WhatsApp, you first need to access Pabbly Chatflow. Open a new tab and navigate to Pabbly.com/chatflow. Here, you will find the official page of Pabbly Chatflow, which is an all-in-one WhatsApp automation tool.

Once on the Pabbly Chatflow page, you can either sign in if you’re an existing user or sign up to create a new account. Signing up grants you 100 free credits to explore the software. After signing in, click on the ‘Access Now’ button to enter the Pabbly Chatflow dashboard where you can manage your WhatsApp numbers.

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2. Creating Your AI Assistant in Pabbly Chatflow

With Pabbly Chatflow, you can create an AI assistant that will automatically respond to user queries on WhatsApp. Start by clicking on the ‘AI Assistant’ option in the dashboard. Then, click the ‘+ Add AI Assistant’ button to begin creating your assistant.

• Name your AI assistant as ‘AI Assistant for FAQ Responses for Service Businesses’.
• Select the instruction type as ‘AI Agent’.
• Set the temperature to 0.5 to balance creativity in responses.

After naming your assistant, you will need to choose the AI model provider. Select ‘Open AI’ and pick the AI model as ‘GPT-4 Mini’. Make sure to generate and input your API key to enable the AI assistant to function effectively.

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3. Configuring Settings for Your AI Assistant

Now that your AI assistant is created in Pabbly Chatflow, it’s time to configure its settings. Go to the assistant settings where you can customize messages such as header, footer, and initial responses. For instance, set the initial message to ‘Hi there, how can I help you today?’.

• Enable the footer text to include a link to your privacy policy.
• Add a fallback message for cases where the AI assistant cannot respond.

After configuring these settings, ensure to enable the assistant toggle to make it active. Save your settings to finalize your AI assistant configuration.

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4. Enabling Auto Replies for WhatsApp

To ensure that your AI assistant responds to users instantly, you need to enable auto replies in Pabbly Chatflow. Navigate to the inbox settings and enable the AI auto reply feature. This setting allows users to receive immediate responses even when you are unavailable.

In the inbox settings, select the contact list that your AI assistant will respond to. Make sure to choose the AI assistant you created for FAQ responses. Once you have enabled this, click the save button to apply your settings.

Now, your AI assistant is set up to automatically respond to frequently asked questions from your users on WhatsApp, providing them with instant assistance.

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5. Testing Your AI Assistant on WhatsApp

After setting everything up in Pabbly Chatflow, it’s crucial to test your AI assistant. Send a message like ‘I need help’ to your WhatsApp business account. The AI assistant should respond immediately, confirming that it is ready to assist.

Continue testing by asking different questions, such as ‘What services do you offer?’ or ‘What are your service charges?’. The assistant should provide relevant responses based on the configuration and knowledge source you set earlier.

This testing phase is essential to ensure that your AI assistant is functioning correctly and providing accurate information to users. Once confirmed, you can confidently deploy your assistant to handle FAQ responses for your service business.

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Conclusion

In conclusion, automating FAQ responses for service businesses via WhatsApp is efficient with Pabbly Chatflow. By following the steps outlined, you can create an AI assistant that responds instantly to user queries, enhancing customer engagement and satisfaction.