Author: Rudra Sisodiya

Learn how to automate the creation of client records in Airtable for new 99acres inquiries using Pabbly Connect. 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. Access Pabbly Connect for Automation

To create client records in Airtable for new inquiries from 99acres, you first need to access Pabbly Connect. Go to your browser and search for Pabbly.com, which will take you to the home page of Pabbly Connect.

On this page, you have two options: Sign In if you are an existing user or Sign Up for free to explore the features of Pabbly Connect. By signing up, you can get 100 free tasks every month to help you get started with automation.

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2. Creating a Workflow in Pabbly Connect

Once you are signed in, navigate to the dashboard of Pabbly Connect. Here, click on the ‘Create Workflow’ button located in the top right corner. This action will open a new workflow setup window.

• Give your workflow a name, such as ‘Create Client Record in Airtable for New 99acres Inquiries’.
• Select a folder to save your workflow; in this case, choose ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see a new screen where you can set up the trigger and action for your automation process using Pabbly Connect.

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3. Setting Up Trigger for New Leads

The next step is to set up the trigger for your workflow. Select ’99acres’ as your trigger application, which will capture new leads. Then, choose the trigger event as ‘New Leads’.

Upon selecting the trigger event, Pabbly Connect will generate a webhook URL. You need to copy this URL and configure it in your 99acres account to ensure that new leads are sent to Pabbly Connect.

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4. Configuring Action to Create Client Record in Airtable

Now that your trigger is set up, it’s time to configure the action that will create a client record in Airtable. Select ‘Airtable’ as your action application and choose the action event as ‘Create a Record’.

• Connect your Airtable account to Pabbly Connect by following the prompts for authorization.
• Select the base name and table name where you want to create the record.
• Map the fields from the trigger data to the corresponding fields in Airtable.

After mapping the fields, click on the ‘Save and Send Test Request’ button to ensure that the record is created successfully in Airtable.

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5. Testing the Integration

Once you have set up the action, it’s crucial to test the integration. Go back to your 99acres account and send a test lead to see if it triggers the workflow in Pabbly Connect.

Check your Airtable account to confirm that the new client record has been created with the correct details. If everything is set up correctly, you will see the new record reflecting the lead information.

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Conclusion

This tutorial has guided you through the process of creating client records in Airtable for new inquiries from 99acres using Pabbly Connect. By following these steps, you can automate the client record creation process efficiently and effectively.

Learn how to create an AI assistant for personal finance management using Pabbly Chatflow. Follow step-by-step instructions for seamless integration with YouTube 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 Your AI Assistant

To create an AI assistant for personal finance management, the first step is accessing Pabbly Chatflow. Open your browser and navigate to www.Pabbly.com/chatflow. Here, you will find options to sign in or sign up for a new account.

Once on the Pabbly Chatflow homepage, click on the ‘Sign In’ button if you already have an account. For new users, select ‘Sign Up for Free’. After logging in, you will be directed to the Pabbly Chatflow dashboard, where you can manage your AI assistants.

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2. Creating Your AI Assistant in Pabbly Chatflow

After accessing the dashboard, the next step is to create your AI assistant using Pabbly Chatflow. Click on the ‘AI Assistant’ option in the left sidebar. To initiate the creation process, find and click on the ‘Add AI Assistant’ button.

• Name your assistant, for example, ‘My Personal Finance’.
• Select ‘AI Agent’ as the type of assistant.
• Configure the AI settings, including temperature and model selection.

After configuring these settings, click the ‘Add AI Assistant’ button to save your changes. This will set the foundation for your AI assistant to handle queries related to personal finance management.

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3. Configuring AI Settings and Knowledge Source

In this section, you will configure the AI settings for your assistant using Pabbly Chatflow. This includes specifying the AI instructions, knowledge source, and interface settings. Start by selecting the AI instructions that guide how your assistant will respond to queries.

Next, upload a knowledge base file that contains detailed information about personal finance management. This knowledge base should include topics like budgeting, expense tracking, and financial goals.

• Ensure the knowledge base is in .txt format.
• Include comprehensive details to enhance response accuracy.
• Set up a fallback message for unrecognized queries.

After setting up the knowledge source, proceed to configure the assistant’s interface, including the display name and initial greeting message.

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4. Finalizing Your AI Assistant in Pabbly Chatflow

Once the settings are configured, it’s time to finalize your AI assistant using Pabbly Chatflow. Review all settings, ensuring the assistant is active by toggling on the activation button. Click the ‘Save’ button to store your configurations.

After saving, you can generate a QR code for users to easily access your assistant on WhatsApp. This feature allows your clients to engage with your AI assistant seamlessly, enhancing their experience with your personal finance services.

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5. Testing Your AI Assistant’s Functionality

To ensure everything is working correctly, test your AI assistant created with Pabbly Chatflow. Send a message via WhatsApp and check if the assistant responds accurately based on the queries. For example, ask for budget planning or expense tracking.

Monitor the responses to ensure the assistant provides detailed and relevant information. If necessary, return to the settings to adjust the knowledge base or response parameters for better accuracy.

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Conclusion

Creating an AI assistant for personal finance management using Pabbly Chatflow is a straightforward process. By following these detailed steps, you can automate responses to client queries effectively, enhancing your service delivery and customer satisfaction.

Learn how to log leads in Vtiger CRM from Kit Subscribers using Pabbly Connect. Follow this detailed guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Kit and Vtiger CRM Integration

In this section, we will explore how to use Pabbly Connect to log leads in Vtiger CRM from Kit subscribers. This integration automates the process of adding new subscribers from Kit directly into your Vtiger CRM. By utilizing Pabbly Connect, you can streamline your workflow without any coding knowledge.

To begin, you will need to access Pabbly Connect and set up your workflow. This includes creating a trigger that activates whenever a new subscriber is added in Kit. The integration allows for seamless data transfer, ensuring that your CRM is always up-to-date with the latest subscriber information.

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2. Setting Up Your Pabbly Connect Account

First, navigate to the Pabbly Connect website by entering Pabbly.com/connect in your browser. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard. Once logged in, you will be directed to the Pabbly Connect dashboard where you can start creating your workflow.

• Click on the ‘Create Workflow’ button.
• Choose between the new or classic workflow builder.
• Name your workflow, e.g., ‘Log Leads in Vtiger CRM from Kit Subscribers’.

After setting up the initial details, click on the ‘Create’ button to open the workflow window. This window is crucial as it allows you to configure the trigger and action needed for your integration.

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3. Configuring the Trigger for New Subscribers in Kit

In this step, we will set up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Kit as the trigger application. For the trigger event, choose ‘New Form Subscriber’. This will initiate the workflow every time a new subscriber is added in Kit.

To connect Kit with Pabbly Connect, you will need to provide your API key and API secret. These can be found in your Kit account under the settings menu. After copying the necessary credentials, paste them into the respective fields in Pabbly Connect and click ‘Save’.

• Open your Kit account and go to ‘Settings’.
• Navigate to ‘Developers’ to find your API key and secret.
• Copy and paste these into Pabbly Connect.

Once connected, you will need to select the form you want to monitor for new subscribers. Click ‘Save and Send Test Request’ to capture a test response, which will help confirm that the connection is working properly.

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4. Adding New Contacts to Vtiger CRM Using Pabbly Connect

Now that your trigger is set up, the next step is to add new contacts to Vtiger CRM. Click on ‘Add New Action Step’ and select Vtiger CRM as the action application. For the event, choose ‘Create Contact’. This step will allow you to create a new contact in your Vtiger CRM whenever a new subscriber is added in Kit.

To connect Vtiger CRM with Pabbly Connect, you will need your Vtiger username, access key, and domain. These can be found in your Vtiger account under ‘My Preferences’. Copy these details and paste them into the respective fields in Pabbly Connect. Once completed, click ‘Save’.

Access your Vtiger account and go to ‘My Preferences’. Copy your username and access key. Enter the domain URL (without the https:// part).

After saving the connection, you will need to map the details from the trigger step to the action step. This ensures that the contact information such as first name, last name, email, and phone number is correctly transferred to Vtiger CRM.

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5. Testing and Finalizing Your Pabbly Connect Workflow

With the action step configured, it is time to test your workflow. Click on ‘Save and Send Test Request’ to check if the contact is successfully created in Vtiger CRM. After running the test, navigate to your Vtiger CRM contacts to verify that the new contact has been added with the correct details.

Once you confirm that everything is working as expected, you can finalize your workflow. From this point onward, every time a new subscriber is added in Kit, their details will automatically be logged in Vtiger CRM without any manual intervention.

This efficient automation is made possible by Pabbly Connect, allowing you to focus on other important aspects of your business while ensuring your CRM is updated in real-time.

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Conclusion

In conclusion, using Pabbly Connect to log leads in Vtiger CRM from Kit subscribers is a powerful way to automate your workflow. By following the steps outlined in this tutorial, you can seamlessly connect these applications and ensure that your lead management process is efficient and effective. Try out this integration today and enhance your business operations!

Learn how to integrate Jotform and Pipedrive to create new deals automatically using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create new deals in Pipedrive from Jotform submissions, you will first need to access Pabbly Connect. This platform serves as the integration solution that connects various applications seamlessly. Open your browser and navigate to Pabbly.com/connect to reach the Pabbly Connect homepage.

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 your free account. Existing users should click on ‘Sign In’ to access their dashboards. After signing in, you will be directed to the Pabbly Apps window where you can select Pabbly Connect to begin building your workflow.

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2. Creating a New Workflow in Pabbly Connect

The next step involves creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to choose between the new beta version or the classic version. For this tutorial, select the beta version for a modern experience.

• Choose a name for your workflow, such as ‘Create New Deals in Pipedrive from Jotform Submissions’.
• Select a folder to save your workflow. You can create a new folder if needed.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the workflow window. Here, you will set up your trigger and actions. Remember, in automation, the trigger indicates when something happens, while the action is what occurs as a result. In this case, the trigger will be a new submission from Jotform.

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3. Setting Up the Trigger: Jotform Submission

To begin the automation process, you need to set up a trigger in Pabbly Connect. Click on the ‘Add a Trigger’ button and select Jotform as your application. For the event, choose ‘New Response’ to capture submissions from your form.

After selecting the event, you will receive a webhook URL. This URL is crucial as it connects your Jotform to Pabbly Connect. Copy the webhook URL and head over to your Jotform account. Locate the form you want to integrate, click on ‘Edit Form’, and navigate to ‘Settings’. Under settings, find ‘Integrations’ and search for ‘Webhook’.

• Select Webhook and click ‘Edit Integration’.
• Remove any existing webhook and paste the new URL.
• Complete the integration and publish your form.

After setting up the webhook, return to Pabbly Connect to test the connection. Your workflow will now be ready to receive data from Jotform submissions.

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4. Creating a New Person in Pipedrive

Once you have successfully set up the trigger, the next step is to create a new person in Pipedrive using Pabbly Connect. Click on ‘Add Action Step’ in your workflow and select Pipedrive as your action application. Choose ‘Create Person’ as the event, which allows you to add a new contact based on the Jotform submission data.

You will need to connect your Pipedrive account to Pabbly Connect. If you have already connected it, you can select the existing connection. Otherwise, you will need to enter your API token from Pipedrive, which is found in your profile settings under ‘API’. Copy this token and paste it into Pabbly Connect.

Map the fields from the Jotform submission to the Pipedrive contact fields. For example, map the first name, last name, email, and phone number. Click ‘Save and Send Request’ to create the new person.

Upon successful creation, you should see the new person listed in your Pipedrive contacts. This step confirms that your integration is functioning correctly, facilitated entirely through Pabbly Connect.

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5. Creating a New Deal in Pipedrive

The final step in this integration process is to create a new deal in Pipedrive for the person you just created. In Pabbly Connect, add another action step and select Pipedrive again. This time, choose ‘Create Deal’ as the event.

Connect to your existing Pipedrive account if prompted. You will need to fill in the details for the deal, such as the title. You can map the lead’s name to create a title like ‘Follow up with {First Name} {Last Name}’. Ensure to set the deal status and any other required fields as necessary.

Set the status to ‘Open’ and select the appropriate pipeline and stage. Map the person ID from the previous step to associate the deal with the correct contact. Click ‘Save and Send Request’ to create the deal.

After this step, you should see the new deal created in your Pipedrive account, completing the automation process initiated by Pabbly Connect. This integration allows you to streamline your workflow efficiently.

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Conclusion

In this tutorial, we explored how to create new deals in Pipedrive from Jotform submissions using Pabbly Connect. By following these steps, you can automate your workflow, ensuring that every form submission results in a new contact and deal being created in Pipedrive. This not only saves time but also enhances your productivity significantly.

Learn how to sync new payment information from Instamojo to Airtable using Pabbly Connect with this step-by-step tutorial. Automate your workflow effortlessly! 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 Integration

To sync new payment information from Instamojo to Airtable, first, you need to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect. This will take you to the Pabbly Connect landing page.

On the landing page, you will see options to either sign in or sign up. If you are a new user, click on Sign Up for Free to create an account. Existing users can click on Sign In to access their dashboard. Once signed in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

After signing in, click on the Pabbly Connect application to start building your workflow. Click on the button labeled Create Workflow. You will then be prompted to select either the new or classic workflow builder. For this tutorial, we will use the classic workflow builder.

• Select Classic for a stable setup.
• Enter a workflow name: Sync New Payment Information from Instamojo to Airtable.
• Choose a folder to save your workflow.

Once you have set these parameters, click on the Create button. This will take you to the workflow window where you can configure triggers and actions.

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3. Setting Up the Trigger with Instamojo

In the workflow window, the first step is to set up the trigger. Select Pabbly Connect and then search for Instamojo. Choose Instamojo V2 as your trigger application. For the trigger event, select New Sale.

Pabbly Connect will generate a webhook URL that you need to copy. This URL will connect Instamojo to Pabbly Connect. Now, navigate to your Instamojo account, go to Smart Pages, and edit the page where you want to set up the webhook.

• Enable webhooks in your page settings.
• Paste the copied webhook URL.
• Save and update the settings.

After saving, return to Pabbly Connect, where it will indicate that it’s waiting for a webhook response. This means the integration is ready to capture data from Instamojo.

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4. Testing the Webhook Response

To capture the webhook response, you need to perform a test submission. Go back to your Instamojo account and simulate a sale by purchasing a product. Fill in the necessary details such as name, email, and phone number, and proceed to payment. using Pabbly Connect

Once the payment is confirmed, return to your Pabbly Connect workflow. You should see that the webhook has successfully captured the response, displaying details like the customer’s name, email, and payment ID. This confirms that Pabbly Connect is properly receiving data from Instamojo.

Check for captured details in the Pabbly Connect interface. Ensure all relevant information is displayed correctly.

With the test submission successful, you are now ready to set up the action that will send this data to Airtable.

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5. Setting Up the Action to Send Data to Airtable

Now that your trigger is set up and tested, it’s time to configure the action. In the Pabbly Connect workflow, search for Pabbly Connect and select Airtable as your action application. For the action event, choose Create Record.

You will need to connect your Airtable account to Pabbly Connect. Click on Add a New Connection and follow the prompts to grant necessary permissions. Select the specific base and table where you want to store the payment information.

Map the fields from the Instamojo response to the Airtable fields. Ensure all required fields are filled correctly. Click on Save and Send Test Request to finalize the setup.

After the test request is successful, check your Airtable database to confirm that the new payment details have been added correctly. This completes the integration process!

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Conclusion

In this tutorial, we demonstrated how to sync new payment information from Instamojo to Airtable using Pabbly Connect. By following the steps outlined, you can automate your workflow and ensure that payment details are organized efficiently. This integration allows for seamless management of sales data, enhancing your business operations.

Learn how to automate Shopify order notifications on WhatsApp using Pabbly Connect and Pabbly Connect. Step-by-step guide 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. Access Pabbly Connect for Automation

To start sending Shopify order notifications via WhatsApp, you need to access Pabbly Connect. Go to the Pabbly Connect website and log in to your account. If you are a new user, sign up for free to explore the features offered by Pabbly Connect.

Once logged in, you will see the main dashboard. Here, you can create a new workflow to automate your Shopify notifications. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Shopify to WhatsApp using Pabbly Connect. After clicking ‘Create Workflow’, you will be prompted to name your workflow. Name it something relevant, like ‘Shopify to WhatsApp’.

• Select the trigger application as Shopify.
• Choose the trigger event as ‘New Order’.
• Click on the connect button to generate a webhook URL.

This webhook URL is crucial as it will connect your Shopify store to Pabbly Connect. Copy this URL and proceed to your Shopify settings.

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3. Configure Shopify Settings for Webhook

To enable the connection, navigate to your Shopify account settings. Under the settings menu, select ‘Notifications’ and then ‘Webhooks’. Here, you will create a new webhook.

• Click on ‘Create Webhook’.
• Select the event as ‘Order Creation’.
• Paste the webhook URL from Pabbly Connect.

Make sure to select the response format as JSON. After saving the webhook, your Shopify store will now send order data to Pabbly Connect whenever a new order is placed.

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4. Testing the Connection Between Shopify and Pabbly Connect

Now that you have set up the webhook in Shopify, it’s time to test the connection. Place a test order in your Shopify store. Fill in the necessary customer details and complete the order process.

Once the order is placed, return to your Pabbly Connect workflow. You should see a new response captured from Shopify indicating that the order has been successfully received. This confirms that your Shopify store is now effectively integrated with Pabbly Connect.

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5. Sending WhatsApp Notifications Using Pabbly Chatflow

With your Shopify and Pabbly Connect integration complete, the next step is to send a WhatsApp notification to the customer. For this, you will use the WhatsApp Cloud API. In your workflow, add an action step and select WhatsApp Cloud API as the action application.

Choose the action event as ‘Send Template Message’. Connect your WhatsApp account using the required API details. Map the customer’s phone number and other order details in the message template.

After setting up the message template, click on ‘Save and Send Test Request’. You will receive a confirmation message on WhatsApp, demonstrating that the integration is successful.

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Conclusion

By following these steps, you can easily automate Shopify order notifications via WhatsApp using Pabbly Connect and Pabbly Chatflow. This integration not only saves time but also enhances customer communication, ensuring they receive order updates instantly. Start automating your Shopify store notifications today!

Learn how to automate the process of capturing Facebook Lead Ads and adding them to Zoho CRM for lead tracking using Pabbly Connect. Follow our detailed tutorial!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the process of capturing Facebook Lead Ads and adding them to Zoho CRM, first, access Pabbly Connect. This platform is essential for automating the integration between these applications. Start by visiting the Pabbly website at pabby.com.

Once there, sign in to your Pabbly account. If you don’t have one, you can sign up for free, which includes 100 tasks per month. After logging in, navigate to the Pabbly Connect dashboard where you can create new workflows to automate your lead tracking process.

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2. Creating a Workflow in Pabbly Connect

Now, you will create a new workflow in Pabbly Connect to link Facebook Lead Ads with Zoho CRM. Click on the ‘Create Workflow’ button, and choose the classic workflow builder. Name your workflow, for instance, ‘Capture Facebook Lead Ads and Add Them to Zoho CRM for Lead Tracking’.

• Select the folder for your workflow, such as ‘Facebook Lead Automations’.
• Click on ‘Create’ to finalize your workflow setup.

Once created, you will see two boxes: one for the trigger and one for the action. The trigger will be Facebook Lead Ads, and the action will be Zoho CRM. This setup ensures that whenever a new lead is captured, it will automatically create a corresponding lead in your Zoho CRM.

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3. Setting Up the Trigger for Facebook Lead Ads

In this section, you will configure the trigger in Pabbly Connect to capture leads from Facebook. Select ‘Facebook Lead Ads’ as your trigger application and choose ‘New Lead Instant’ as the trigger event. Then, click on ‘Connect’.

If you have an existing connection, you can save it; otherwise, create a new connection by logging into your Facebook account. After successful authorization, select the Facebook page and lead form you wish to use. For example, if your page is ‘Digital Dynamics’, select it along with the lead form you have created.

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4. Testing the Trigger Setup

After setting up the trigger, it’s crucial to test it to ensure everything is functioning correctly. In Pabbly Connect, you will see a message indicating that it is waiting for a webhook response. This means you need to perform a test submission using the Facebook Lead Ads Testing Tool.

• Open the Facebook Lead Ads Testing Tool and select your page and form.
• Fill in the required fields and submit the form.

Once submitted, return to your Pabbly Connect dashboard to see if the lead information has been captured. If successful, the lead details will appear in your workflow, confirming that the trigger setup works as intended.

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5. Setting Up the Action to Create Leads in Zoho CRM

Now, you will set up the action in Pabbly Connect to send the captured lead data to Zoho CRM. Select ‘Zoho CRM’ as your action application and choose ‘Insert/Update Record with Subform Data’ as the action event. Click on ‘Connect’ to establish a connection.

Enter your Zoho domain and authorize the connection. Once connected, you will need to map the lead data from Facebook to the fields in Zoho CRM. This includes first name, last name, email, and phone number. Make sure to use the mapping feature to ensure that each new lead is accurately recorded in Zoho CRM.

Finally, click on ‘Save and Send Test Request’ to verify that the lead is created successfully in Zoho CRM. Check your Zoho CRM to confirm the lead appears as expected, completing the integration process.

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Conclusion

In this tutorial, we demonstrated how to automate the process of capturing Facebook Lead Ads and adding them to Zoho CRM using Pabbly Connect. By following these steps, you can streamline your lead tracking process effectively. Enjoy seamless integration and efficient lead management with this powerful automation tool.

Learn how to automate adding leads from LinkedIn Lead Ads to Google Sheets with Pabbly Connect for easy access and organization. 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. Introduction to Pabbly Connect for LinkedIn and Google Sheets Integration

Pabbly Connect is an essential tool for automating the addition of leads from LinkedIn Lead Ads to Google Sheets. This integration streamlines the process, ensuring that every new lead is captured without manual effort. By utilizing Pabbly Connect, you can efficiently manage your leads and keep them organized in Google Sheets. using Pabbly Connect

With Pabbly Connect, you can set up a workflow that triggers automatically whenever a new lead is generated on LinkedIn. This eliminates the time-consuming task of manually transferring information. In this tutorial, we will guide you through the exact steps to set up this integration.

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2. Accessing Pabbly Connect and Setting Up Your Account

To start using Pabbly Connect, navigate to Pabbly Connect by entering pabby.com/connect in your browser. Here, you can create an account or log in if you are an existing user. Once logged in, you will be directed to the Pabbly dashboard where you can manage all your automation workflows.

After signing in, find the option to access Pabbly Connect and click on the ‘Access Now’ button. This will take you to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner to begin.

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3. Creating a Workflow to Capture Leads from LinkedIn

In this section, we will create a workflow in Pabbly Connect to capture leads from LinkedIn Lead Ads and store them in Google Sheets. Start by selecting the new beta builder for a modern workflow experience. Name your workflow something descriptive, like ‘Leads from LinkedIn Lead Ads to Google Sheets,’ and choose a folder for organization.

Next, set your trigger by clicking on the ‘Add Trigger’ button. Select LinkedIn as your app and choose the trigger event as ‘Lead Notification.’ After connecting your LinkedIn account, you will need to select the relevant account where leads will be generated. Save your settings and send a test request to ensure everything is working properly.

• Navigate to LinkedIn Ads Manager to set up your lead generation campaign.
• Click on ‘Advertise’ and select your campaign group.
• Fill in the lead form with your email address and phone number, then submit.

Once you submit your lead details, Pabbly Connect will capture this information automatically. You can view the captured data in your Pabbly Connect dashboard.

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4. Adding Google Sheets as an Action in Pabbly Connect

After successfully capturing leads from LinkedIn, the next step is to set up Google Sheets as the action in your Pabbly Connect workflow. Click on the ‘Add Action’ button and select Google Sheets as your action app. Choose the action event ‘Add New Row’ to ensure that each lead is stored as a new entry in your spreadsheet.

Connect your Google Sheets account by selecting ‘Add New Connection’ and signing in with your Google credentials. After establishing the connection, select the specific spreadsheet where you want to store the leads. Map the fields accordingly, ensuring that the first name, last name, email address, and phone number are matched correctly from the LinkedIn lead data.

• Select the spreadsheet for storing leads.
• Map the fields: first name, last name, email, phone number.
• Click ‘Save and Send Test Request’ to verify the setup.

Once the test is successful, your setup is complete. Every new lead generated on LinkedIn will now automatically populate your Google Sheets.

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5. Conclusion: Automate Your Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to automate the process of adding leads from LinkedIn Lead Ads to Google Sheets is a game-changer. This integration not only saves time but also ensures that your leads are organized and easily accessible. By following the steps outlined in this tutorial, you can streamline your lead management process efficiently.

Now, whenever a new lead is generated on LinkedIn, it will flow directly into your Google Sheets without any manual input. Start utilizing Pabbly Connect today to enhance your workflow and improve your lead management system!

Learn how to integrate Graphy enrollments into Airtable for progress tracking using Pabbly Connect. Follow our detailed step-by-step tutorial! 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. Introduction to Pabbly Connect for Graphy and Airtable Integration

Pabbly Connect is the key tool that allows you to automate the integration of Graphy enrollments into Airtable for effective progress tracking. This tutorial will guide you step-by-step through the process of setting up this automation without any coding skills.

By using Pabbly Connect, you can streamline the process of recording student enrollments automatically. This not only saves time but also ensures that all data is accurately captured and organized in Airtable.

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2. Accessing Pabbly Connect and Creating a Workflow

To start, you need to access Pabbly Connect by visiting their website at www.Pabbly.com/connect. Once there, you can either sign in or create a new account for free, which gives you access to 100 free tasks each month. using Pabbly Connect

After logging in, you will see the dashboard. Click on the ‘Create Workflow’ button at the top right corner. You will have the option to use the new beta method or the classic method; select the classic method for this tutorial. Name your workflow ‘Graphy Enrollments into Airtable for Progress Tracking’ and create it.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect, which will initiate the workflow. Choose Graphy as your trigger application and select ‘New Enrollment’ as the trigger event. Pabbly Connect will provide you with a unique webhook URL. using Pabbly Connect

Copy this webhook URL and navigate to your Graphy account. Go to the integrations section, select Pabbly Connect, and paste the webhook URL. Click the test button to ensure the connection is successful. Once the test is successful, you will see the test response captured in your Pabbly Connect workflow.

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4. Setting Up the Action to Create a Record in Airtable

Now that the trigger is set up, it’s time to create the action that will add the enrollment details into Airtable. Select Airtable as the action application and choose ‘Create Record’ as the action event. Click the connect button and grant access to Pabbly Connect to your Airtable account. using Pabbly Connect

• Select the base you created in Airtable for student details.
• Choose the table where you want to store the student records.
• Map the fields from the Graphy enrollment data to the corresponding Airtable fields.

Once you have mapped all fields such as student name, email, phone number, course name, and validity, click on ‘Save and Send Test Request’. This will create a record in Airtable with the enrollment details captured from Graphy.

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5. Conclusion: Automate Your Enrollment Tracking with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Graphy enrollments into Airtable greatly simplifies the process of tracking student progress. This automation ensures that every new enrollment is recorded systematically without manual effort.

By following the steps outlined in this tutorial, you can effectively manage your student data and focus on providing quality education rather than administrative tasks. Start using Pabbly Connect today to streamline your workflow!

Learn how to create an AI assistant for booking appointments in healthcare using Pabbly Chatflow. Follow our step-by-step guide for seamless integration. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Chatflow for Booking Appointments

Pabbly Chatflow is an essential tool for automating appointment bookings in healthcare settings. This platform allows you to create an AI assistant that can handle user queries efficiently. By utilizing Pabbly Chatflow, healthcare clinics can save time and streamline their appointment booking process. using Pabbly Connect

To begin, you need to access Pabbly Chatflow. Simply visit the Pabbly website and navigate to the Chatflow section. Once there, you can sign in or create an account to start building your AI assistant. This step is crucial as it sets the foundation for the automation process.

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2. Setting Up Your AI Assistant in Pabbly Chatflow

In this section, we will configure your AI assistant using Pabbly Chatflow. Start by logging in and navigating to the dashboard. Here, you will find options to create a new AI assistant. using Pabbly Connect

• Click on the ‘Add AI Assistant’ button.
• Enter the assistant’s name, such as ‘Healing Nest Health Clinic’.
• Choose an instruction type: either custom prompt or pre-built examples.

After filling in these details, click on the ‘Add Assistant’ button to proceed. This action will create your AI assistant, which will be the central point for handling appointment queries.

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3. Configuring AI Assistant Settings in Pabbly Chatflow

Once your AI assistant is created, you need to configure its settings to optimize its performance. Pabbly Chatflow allows you to set various parameters that define how the assistant interacts with users. using Pabbly Connect

For optimal configuration, consider the following settings:

• Set the temperature for responses to control the creativity of the AI.
• Select the AI model, such as OpenAI’s GPT.
• Add your API key for the AI model to function properly.

Once these settings are configured, save your changes. This step is critical as it ensures that your AI assistant is ready to handle user inquiries effectively.

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4. Creating a Knowledge Base for Your AI Assistant

The knowledge base is where all the information regarding appointments, clinic hours, and services is stored. Using Pabbly Chatflow, you can easily upload this information to enhance your AI assistant’s responses. using Pabbly Connect

To create a knowledge base, follow these steps:

Prepare a document with FAQs and relevant information. Save this document in .txt format, as Pabbly Chatflow requires this format for uploads. Upload the .txt file to Pabbly Chatflow.

After successfully uploading the knowledge base, your AI assistant will be equipped to answer user queries regarding appointment bookings and other relevant information.

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5. Testing Your AI Assistant in Real-Time

After setting up the AI assistant and its knowledge base, it’s time to test its functionality. Pabbly Chatflow allows you to simulate user interactions to ensure everything works as intended. using Pabbly Connect

To test your AI assistant, simply initiate a chat by sending a message like ‘Hey, I need help’. The assistant should respond with a prompt asking what assistance is needed. You can then ask questions such as:

‘What are the clinic timings?’ ‘How do I book an appointment?’

Observe the responses to verify that the AI assistant is functioning correctly. If any issues arise, you can revisit the settings and knowledge base to make necessary adjustments.

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Conclusion

In conclusion, using Pabbly Chatflow to create an AI assistant for booking appointments in healthcare can significantly enhance operational efficiency. By following the steps outlined in this tutorial, you can automate user interactions and streamline appointment scheduling effectively.