Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Raza Pay with Salesforce and Gmail, you must access Pabbly Connect. Open a new tab and search for pabbl paby.com/connect. This is where you can create your automation workflows.

If you are new to Pabbly, click on the “Sign Up Free” option to get 100 free tasks every month. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard by clicking the “Access Now” button.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the “+ Create Workflow” button. You will have the option to create a workflow from scratch or using AI. For this tutorial, we will create it from scratch.

• Select the workflow name: Clients think I have a team but it’s just one smart system.
• Choose a folder for the workflow, e.g., Public Connect.
• Click on the “Create” button to finalize the workflow.

Your workflow is now created successfully. The next step is to set up the trigger for the automation.

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3. Setting Up the Trigger with Raza Pay

To automate the process when a payment is made, select Raza Pay as the trigger application in Pabbly Connect. Choose the event as “Payment Captured” and click on the “Connect” button.

Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your Raza Pay account. Navigate to your Raza Pay dashboard, click on the “Developers” option, and then select “Webhooks”.

• Click on “Add New Webhook”.
• Paste the copied webhook URL and enter the secret key.
• Select the event as “Payment Captured” and click “Create Webhook”.

Your webhook is now set up and waiting for a response. To test it, proceed to make a test payment through Raza Pay.

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4. Sending Confirmation Emails Using Gmail

After successfully capturing the payment, the next step is to send an email confirmation using Gmail through Pabbly Connect. Select Gmail as the action application and choose “Send Email” as the event.

Click on the “Connect” button and choose to create a new connection. Sign in with your Google account to link it with Pabbly Connect. Once connected, set the sender name as “Nova Flow Solutions” and map the recipient’s email address from the previous application response.

• Enter the email subject as “Payment Received”.
• Write the email content, personalizing it with the user’s full name.
• Select the email content type as HTML for better formatting.

After filling in the details, click the “Save and Send Test Request” button to send the email. You should receive an email confirmation automatically.

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5. Creating a Contact in Salesforce CRM

Finally, to create a new contact in Salesforce CRM, select Salesforce as the next application in Pabbly Connect. Choose the event as “Create Contact” and click on the “Connect” button.

Once again, you will need to create a new connection. After allowing access to your Salesforce account, map the fields for first name, last name, email address, and contact number from the previous responses.

• Map the first name from the text formatter.
• Map the last name accordingly.
• Click on “Save and Send Test Request” to create the contact.

After successfully creating the contact, ensure that you enable the toggle for your workflow to keep it active. This completes the integration process using Pabbly Connect.

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Conclusion

This tutorial demonstrated how to integrate Raza Pay with Salesforce and Gmail using Pabbly Connect. By following these steps, you can automate your workflows and enhance business efficiency.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WooCommerce and Google Sheets Integration

To begin using Pabbly Connect, navigate to the Pabbly Connect website. This platform enables seamless integration between your WooCommerce store and Google Sheets.

If you are new to Pabbly Connect, you can sign up for free. This allows you to test its features without any coding skills. Once you have an account, you can start creating workflows that automate tasks between applications.

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2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, create a new workflow. For the trigger application, select WooCommerce and the event as “Order Updated”. This setup will enable Pabbly Connect to monitor any changes in order status.

• Select the WooCommerce trigger application.
• Choose “Order Updated” as the event.
• Click on the “Connect” button to generate a webhook URL.

Copy the generated webhook URL. This URL will be used to connect WooCommerce with Pabbly Connect. Next, log into your WooCommerce store and navigate to the settings section to add the webhook.

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3. Adding Webhook in WooCommerce

Under the WooCommerce settings, go to the “Advanced” section and then to the “Webhooks” option. Here, you will add a new webhook using the URL you copied from Pabbly Connect.

• Click on “Add Webhook”.
• Name the webhook as “Order Updated”.
• Set the status to “Active” and the topic to “Order Updated”.
• Paste the webhook URL and save.

Once saved, you will see a confirmation that the webhook has been successfully updated. This means WooCommerce is now connected to Pabbly Connect and ready to send order updates.

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4. Capturing Order Updates in Pabbly Connect

After setting up the webhook, return to your Pabbly Connect workflow. Here, you will capture the response from the WooCommerce trigger. This allows you to verify that the integration is working correctly.

To test this, update an order in WooCommerce. For instance, change the order status to “Completed” and save the changes. Within a few seconds, Pabbly Connect will capture this update.

• Check the trigger response in Pabbly Connect.
• Verify that the order details, including the new status, are displayed.

This confirmation indicates that WooCommerce is successfully sending data to Pabbly Connect whenever an order status is updated.

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5. Updating Google Sheets with Order Status

Now that you have captured the order update, the next step is to send this information to Google Sheets. For this, add another action step in Pabbly Connect and select Google Sheets as the action application.

Choose “Lookup Spreadsheet Rows V2” as the event. You will need to authenticate your Google account to allow Pabbly Connect to access your sheets.

• Select the spreadsheet where your order details are stored.
• Map the email address from the updated order to find the corresponding row in Google Sheets.

After mapping, you can add another action step to update the cell value in Google Sheets with the new order status. This completes the integration process, ensuring that every order status update in WooCommerce reflects in your Google Sheets automatically through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between WooCommerce and Google Sheets. By following the steps outlined, you can ensure that your order statuses are consistently updated without manual intervention.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, you need to access Pabbly Connect. Open your browser and search for pably.com/connect. This will take you to the Pabbly Connect landing page.

In the top right corner, click on the “Sign Up for Free” button. This allows you to explore Pabbly Connect with 100 free WhatsApp messages each month, giving you a chance to test the platform before purchasing a subscription.

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2. Setting Up Your Workflow in Pabbly Connect

Once logged in, you will be directed to the workflow builder in Pabbly Connect. This is where you will create your automation. The workflow consists of triggers and actions, which are essential for automation.

• Click on the “Add Trigger” button.
• Search for Razorpay and select it as your trigger application.
• Choose the “Payment Captured” event and click “Connect”.

After clicking connect, you will receive a webhook URL. This URL will be used to connect Razorpay to Pabbly Connect.

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3. Configuring Razorpay Webhook

Now, open your Razorpay dashboard and navigate to the “Payments” section. From there, go to “Account and Settings” and then select “Webhooks”.

• Click on “Add New Webhook”.
• Paste the webhook URL you copied earlier.
• Select “Payment Captured” as the active event and click “Create Webhook”.

Once the webhook is created, you can return to your Pabbly Connect workflow, which will be waiting for the webhook response after a successful payment.

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4. Sending Automated WhatsApp Messages

With the webhook set up, it’s time to send automated messages. Click on “Add New Action Step” in your workflow and search for WhatsApp.

• Select Pabyt as the action application.
• Choose “Send Text Message” and click “Connect”.
• If prompted, enter your API token from Pabyt Chatflow.

Map the recipient’s WhatsApp number from the previous step to ensure the message is sent to the correct customer. You can also personalize the message by including the customer’s name.

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5. Finalizing Your Automation Workflow

After configuring the message, click on “Save and Send Test Request” to ensure everything works correctly. If successful, you will receive a confirmation message indicating that the WhatsApp message was sent.

Now, whenever a customer completes a purchase through Razorpay, they will receive an automated WhatsApp message with a discount coupon code. This automation can help increase customer retention by encouraging repeat purchases.

With Pabbly Connect, you can easily manage multiple integrations and automate your workflows. This tutorial has shown you how to set up a simple yet effective automation process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages after purchases. By integrating Razorpay and Pabyt, you can enhance customer engagement with personalized messages. Start automating today to improve your business efficiency!

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabi and Not for Lead Collection

To begin with, Pabi is essential for integrating your website form with Google Contacts. This setup will allow you to collect leads from your website and automatically create contacts in Google Contacts.

First, navigate to the Pabi website by typing Pabyt in your browser. After signing in, access the Pab Connect dashboard where you can create a new workflow. This workflow will be responsible for connecting your website form to Google Contacts.

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2. Creating a Workflow in Pabi Connect

Creating a workflow in Pab Connect is straightforward. Click on the ‘Create Workflow’ button. Name your workflow, for example, “Capture Website Leads and Save to Google Contacts.” Choose a folder for your workflow and click on ‘Create’.

• Click on ‘Create Workflow’ to start.
• Name your workflow appropriately.
• Select a folder to organize your workflow.

Once your workflow is created, you will need to set a trigger. This trigger will be the event that starts your automation. In this case, you will use a webhook from Pabi which will capture submissions from your website form.

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3. Connecting the Webhook from Pabi

The next step involves connecting the webhook. In your workflow, select the trigger application as ‘Webhook by Pabi‘. Choose the event ‘Catch Webhook’ and click on ‘Connect’. This will provide you with a webhook URL.

Copy the webhook URL and insert it into the code of your website form. This code modification allows the form to send data to Pabi whenever a new lead is submitted.

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4. Testing the Connection and Submitting a Form

After inserting the webhook URL, it’s crucial to test the connection. Go back to your website form and submit a test lead with dummy details. This action will help confirm whether the webhook is functioning correctly.

• Enter dummy details like name, email, and phone number.
• Submit the form to trigger the webhook.
• Check the Pabi workflow for a response.

Upon successful submission, you should see the lead information captured in the Pab Connect workflow. This indicates that the connection between your website form and Pabi is working correctly.

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5. Creating a Google Contact from the Lead

Now that the webhook is set up and tested, the next step is to create a contact in Google Contacts. In your workflow, select Google Contacts as the action application and choose the event ‘Create Contact’. Click on ‘Connect’ to link your Google account.

Map the lead details you captured from the webhook to the corresponding fields in Google Contacts. This includes the first name, last name, email address, and phone number. Make sure to use dynamic mapping to ensure that every new lead is added correctly.

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Conclusion

This tutorial on integrating Pabi with Not and Google Contacts outlines the essential steps to automate lead collection. By following these steps, you can streamline your workflow and ensure that every lead is captured effectively.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To start automating WhatsApp replies for your booking system, first access Pabbly Connect by visiting pabyt.com/chartflow in your web browser. This will take you to the Pabbly Chartflow homepage, where you can either sign in or sign up for a free account.

If you are a new user, click on the “Sign up free” button to create your account. Existing users can simply sign in. After logging in, you will see all Pabbly applications, including Pabbly Chartflow, which is essential for creating your WhatsApp AI chatbot.

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2. Creating Your WhatsApp AI Chatbot with Pabbly Connect

Once you are in Pabbly Chartflow, you will need to connect your WhatsApp number. To do this, click on the “Add” button. You will see two methods to connect your WhatsApp account. Choose the method that suits you best.

• Select the connection method from the options provided.
• Follow the on-screen instructions to link your WhatsApp account.

After connecting your WhatsApp number, you can start creating your AI assistant. Click on the “Add” button under the AI Assistant section and name your assistant. This is where Pabbly Connect truly shines, enabling seamless integration of your WhatsApp communication.

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3. Configuring Your AI Assistant in Pabbly Connect

Now that your assistant is created, it’s time to configure it. Start by selecting the instruction type from the dropdown menu. You can choose a custom prompt or select predefined options like AI agent or customer support agent.

For this tutorial, select the AI agent option. This will automatically populate some basic instructions, which you can customize as needed. Next, set the AI configuration parameters such as temperature and select the AI to use, which is OpenAI in this case.

• Set the temperature to determine the creativity of responses.
• Input your OpenAI API key to enable the AI assistant.

These configurations ensure that your WhatsApp AI assistant responds accurately to customer inquiries, showcasing the capabilities of Pabbly Connect in automating your business processes.

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4. Training Your AI Assistant with Knowledge Sources

To improve response accuracy, it’s essential to provide a knowledge source for your AI assistant. Create a document that includes your business details and FAQs. Download this file in plain text format, as PDF files have limitations.

Once your document is ready, upload it in the Pabbly Chartflow interface. This step is crucial because it allows your AI assistant to access relevant information and respond to customer queries effectively.

• Ensure your document includes all necessary information about your business.
• Upload the document in the specified format to enable your assistant to use it.

With the knowledge source in place, your assistant will be well-equipped to handle customer inquiries, demonstrating the power of Pabbly Connect in enhancing customer interactions.

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5. Assigning Your AI Assistant to WhatsApp Chats

After configuring your AI assistant, you need to assign it to your WhatsApp chats. Go to the inbox settings in the Pabbly Chartflow dashboard. Scroll down to find the AI auto-reply settings.

Enable the auto-reply feature, select your contact list, and choose the assistant you just created. Click the save button to apply these settings. This allows your assistant to respond to all contacts in the selected list automatically.

• Choose whether to assign the assistant to a single chat or multiple chats.
• Confirm the settings to ensure the assistant is active for your WhatsApp interactions.

By following these steps, you can effectively manage customer inquiries through WhatsApp, highlighting the efficiency of Pabbly Connect in automating communication processes.

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Conclusion

In this tutorial, we explored how to automate WhatsApp replies using Pabbly Connect. By creating a WhatsApp AI chatbot, you can enhance customer interactions and streamline your booking system. This integration not only saves time but also improves customer satisfaction.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Discord, access Pabbly Connect by visiting the Pabbly website and signing into your account. If you are new, you can sign up for free, which gives you 100 tasks monthly to explore the features.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that will automate the data transfer between Google Sheets and Discord. This is the central step where Pabbly Connect acts as the integration platform to facilitate the connection.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button on the dashboard. Name your workflow something descriptive like “Google Sheets to Discord Alerts” to keep track of its purpose. Select the appropriate folder for organization.

• Click on ‘Create’ to finalize your workflow name.
• Choose Google Sheets as your trigger application.
• Select ‘New or Updated Spreadsheet Row’ as the trigger event.

After setting this up, Pabbly Connect will allow you to build a connection between Google Sheets and Discord, which is essential for the following steps. This is where the automation begins.

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3. Connecting Google Sheets with Pabbly Connect

In this step, you will need to connect your Google Sheets to Pabbly Connect. To do this, you will be provided with a webhook URL. This URL acts as a bridge between your Google Sheets and Pabbly Connect.

Open your Google Sheets and navigate to the Extensions menu. Select ‘Add-ons’ and then ‘Get Add-ons’ to find the Pabbly Webhooks add-on. Install it if you haven’t already, then refresh your Google Sheets. Once refreshed, go to Extensions > Pabbly Connect Webhooks > Initial Setup.

• Paste the webhook URL from Pabbly Connect into the setup box.
• Enter the trigger column (e.g., column E for final data).
• Click ‘Send Test’ to ensure data is sent successfully.

This setup ensures that every time new data is added to your Google Sheets, it will be sent to Pabbly Connect, ready to be transmitted to Discord.

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4. Setting Up Discord Integration with Pabbly Connect

Now that Google Sheets is connected, the next step involves setting up Discord as the action application in Pabbly Connect. Click on ‘Add New Action Step’ in your workflow. Search for Discord and select ‘Send Channel Message Markdown’ as your action event.

You will need to connect to Discord by creating a webhook. Go to your Discord server settings, select Integrations, and create a new webhook for your channel. Copy the webhook URL and paste it back into Pabbly Connect.

• Name your webhook appropriately (e.g., “Order Notifications”).
• Select the channel where messages will be sent.
• Map the message content to include details from Google Sheets.

This integration allows your team to receive immediate notifications on Discord whenever new data is added to your Google Sheets, showcasing the power of Pabbly Connect in automating workflows.

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5. Testing the Integration Workflow

With everything set up, it’s time to test the integration. Go back to your Google Sheets and enter some new data in the specified trigger column. Once you add the information, check your Discord channel to see if the message appears.

If everything is configured correctly, you should see a message in Discord with the details you entered in Google Sheets. This confirms that the automation workflow is functioning as intended through Pabbly Connect.

By following these steps, you have successfully automated the process of sending Google Sheets data to Discord using Pabbly Connect. This not only saves time but also ensures your team is always updated with the latest information.

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Conclusion

Integrating Google Sheets with Discord using Pabbly Connect allows for seamless communication and updates. By following the steps outlined, you can automate notifications efficiently, enhancing team collaboration and productivity.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To start integrating WhatsApp with Pabbly Connect, you first need to visit Pabbly’s website. Search for Pabbly.com in your browser, which will direct you to the homepage. Here, you will find options to either sign in or create a free account.

If you are a new user, click on “Sign Up Free” to explore the features of Pabbly Connect. Existing users can simply log in to access their dashboard. Make sure to take advantage of any special discount codes available for new subscriptions.

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2. Creating Your WhatsApp AI Chatbot with Pabbly Connect

Once logged into Pabbly Connect, navigate to the AI Assistant feature. This is where you can create your WhatsApp chatbot. Click on the “Add” button to create a new assistant, and give it a suitable name.

• Select the instruction type from the dropdown menu.
• Choose predefined examples like AI Agent or Customer Support Agent.
• Set the creativity level for responses using the temperature setting.

After selecting the instruction type, configure the AI settings to tailor the chatbot’s responses. This customization enhances user interaction through Pabbly Connect.

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3. Setting Up API Keys in Pabbly Connect

To enable your WhatsApp chatbot, you need to set up API keys within Pabbly Connect. This involves creating a new secret key in your OpenAI account. Click on the hyperlink provided in the Pabbly dashboard to access the API key settings.

Once you are in the API settings, click on “Create New Secret Key”. Name your key and select the project. After creating the key, copy it and paste it back into your Pabbly Connect assistant settings. This step is crucial for connecting your chatbot with WhatsApp.

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4. Configuring Chatbot Settings in Pabbly Connect

Now that your API key is set up, it’s time to configure the chatbot settings in Pabbly Connect. You can add a header message, footer message, and specify stop keywords for the assistant. This customization allows you to control the chatbot’s behavior effectively.

• Enter a header message to greet users.
• Add footer text to provide additional information.
• Specify keywords that will trigger the assistant to stop responding.

After configuring these settings, make sure to save your changes. This will enhance the functionality of your WhatsApp chatbot through Pabbly Connect.

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5. Assigning Your Chatbot to WhatsApp Chats

Finally, to make your WhatsApp chatbot operational, you need to assign it to specific contacts or groups. Go to the inbox settings in Pabbly Connect and enable the auto-reply feature. Select the contact list or specific chats where the assistant will be active.

Click on the “Save” button to finalize the assignment. This step ensures that your WhatsApp chatbot is ready to respond to customer inquiries automatically, enhancing your business communication.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with Pabbly Connect to create an efficient AI chatbot. By following these steps, you can enhance customer interaction and streamline your business processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Razer Pay with Google Sheets, you first need to access Pabbly Connect. Start by visiting pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for a free account.

If you’re new to Pabbly Connect, click on the “Sign Up Free” button to create your account. Existing users can simply sign in. Once you’re logged in, you’ll be directed to the Pabbly Connect dashboard where you can create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to automate the process of capturing payment details from Razer Pay and adding them to Google Sheets. Click on “Access Now” to enter the Pabbly Connect interface.

• Select “Create from Scratch” or use the AI Workflow Builder.
• Enter the prompt: “When a payment is received on Razer Pay, add in Google Sheets”.
• Choose the trigger as “Payment Captured” and action as “Add a New Row” in Google Sheets.

Once you approve and create the workflow, you will receive a webhook URL. This URL will be key in connecting Razer Pay with Pabbly Connect.

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3. Setting Up the Webhook in Razer Pay

To link Razer Pay with Pabbly Connect, you need to set up the webhook URL you received earlier. Log into your Razer Pay account and navigate to the developer options.

• Select “Webhooks” and click on “Add New”.
• Paste the webhook URL from Pabbly Connect.
• Select “Payment Captured” as the active event and save the webhook.

After saving, your webhook is now set up, and Pabbly Connect is ready to receive payment data from Razer Pay. This is the crucial step for automation.

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4. Testing the Automation with Razer Pay

Now that you have set up the webhook, it’s time to test the integration. Go back to your Razer Pay payment page and enter dummy details for a test payment.

• Fill in the test user details and select net banking as the payment method.
• Complete the payment process and check Pabbly Connect for the webhook response.

If everything is set up correctly, you should see a successful response in Pabbly Connect, confirming that the order details have been captured from Razer Pay.

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5. Mapping Data to Google Sheets Using Pabbly Connect

The final step is to map the captured payment data to Google Sheets. In Pabbly Connect, you need to connect your Google account and select the spreadsheet where you want to add the order details.

• Click on “Sign in with Google” and allow access to your account.
• Select the spreadsheet and specify the fields like customer name, email, and order ID.

Map the data from the previous step into the corresponding fields in your Google Sheets. After saving and sending the request, check your Google Sheets to confirm that the new data has been added successfully. This completes your automation process using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Razer Pay with Google Sheets using Pabbly Connect. By following these steps, you can automate order tracking and enhance your business efficiency. Start using Pabbly Connect today to streamline your workflows!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Gmail, you must access Pabbly Connect. This platform allows seamless automation between various applications. Begin by visiting the Pabbly website and signing in to your account.

For new users, you can sign up for free and receive 100 tasks monthly. Existing users should click on the “Sign In” option. Once logged in, navigate to the Pabbly Connect dashboard to create your workflow.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect that connects Facebook Lead Ads to Gmail. Click on the “Create Workflow” button and name your workflow, for example, “Welcome New Facebook Lead with Instant Discounts.” Select a folder for organization.

• Click on the “Create” button.
• Choose Facebook Lead Ads as the trigger application.
• Select “New Lead Instant” as the trigger event.

Once you have set up the trigger, connect your Facebook account to Pabbly Connect. This will allow Pabbly Connect to receive lead data from your Facebook ads.

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3. Setting Up Facebook Lead Ads in Pabbly Connect

To configure Facebook Lead Ads, you need to select the Facebook page and lead form you want to use. In Pabbly Connect, after selecting Facebook Lead Ads as the trigger, you will be prompted to enter the page and lead form details.

Access the Meta for Developers page to find your lead form. Use the Leads Testing Tool to ensure your form is set up correctly. After selecting your page and form, save your settings in Pabbly Connect to capture lead data.

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4. Integrating Gmail to Send Welcome Messages

Next, we will set up Gmail in Pabbly Connect to send welcome messages automatically. Click on “Add New Action Step” and select Gmail as the action application. Choose “Send Email” as the action event.

• Connect your Gmail account to Pabbly Connect.
• Map the recipient’s email address from the Facebook lead data.
• Draft your welcome email content, including the discount code.

After completing the email setup, save your changes and test the workflow to ensure that the welcome email is sent successfully to new leads.

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5. Testing Your Integration Workflow

Finally, it is crucial to test your workflow in Pabbly Connect to ensure it functions correctly. Use the Facebook Lead Ads Testing Tool to submit a test lead. Once the test is submitted, check your Gmail to see if the welcome email is received.

Monitor the responses in Pabbly Connect to verify that the lead data is captured accurately. If everything works as intended, your automation is now ready to go live and send welcome messages to new Facebook leads instantly.

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Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with Gmail using Pabbly Connect. This automation allows you to send personalized welcome messages with discount codes to new leads efficiently. By following the steps outlined, you can enhance your lead engagement and streamline your marketing efforts.