Author: Rudra Sisodiya

Learn how to automate appointment reminders after Google Calendar events using Pabbly Connect. This tutorial provides a step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automated Reminders

To send automated appointment reminders after Google Calendar events, start by accessing Pabbly Connect. Open your browser and go to pabby.com/connect. This platform allows seamless integration between various applications, making automation tasks easier.

Once on the Pabbly Connect page, you will see options to sign up or sign in. If you are a new user, click on ‘Sign up for free’. If you already have an account, click on ‘Sign in’ to access your dashboard. Here, you can manage all automation workflows effectively.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. You will have the option to use either the new beta builder or the classic workflow builder. For this tutorial, select the classic workflow builder.

• Click on ‘Create Workflow’.
• Name your workflow, e.g., ‘Appointment Reminder After Google Calendar Event’.
• Click on ‘Create’ to proceed.

Now, you will be redirected to the workflow page where you can set your trigger and action steps. The trigger is the starting point that activates the workflow. In this case, you will set Google Calendar as your trigger app.

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3. Setting Up Google Calendar Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Google Calendar as your trigger app. Then, choose the trigger event as ‘New Event’. This means the workflow will activate whenever a new event is added to your Google Calendar.

You will now need to connect your Google Calendar account. You can either select an existing connection or add a new one. If adding a new connection, sign in with your Google account and grant the necessary permissions. Once connected, you can select the specific calendar you want to monitor for new events.

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4. Formatting Date and Time for Reminders

After setting up the trigger, the next step in Pabbly Connect is to format the date and time for the appointment reminders. Use the Date and Time Formatter app from Pabbly to manipulate the date of the event. Select the action event as ‘Add and Subtract Time’.

• Map the starting date from the Google Calendar trigger.
• Set the expression to subtract one day from the event date.
• Choose the format for the reminder message.

Once you have mapped the necessary details, save and send a test request to ensure everything is set up correctly. This step is crucial for ensuring that the reminders are sent at the right time.

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5. Sending SMS Reminders Using Twilio

The final step in your automation workflow using Pabbly Connect is to send SMS reminders. For this, you will use Twilio, a communication platform that allows you to send automated messages. Add a new action step and select Twilio as the action app.

Choose the action event as ‘Send SMS’. You will need to connect your Twilio account by entering your Account SID and Auth Token. After connecting, you can customize the message body that will be sent to your customers. Map the recipient’s phone number, which can be done automatically based on the trigger data.

Once everything is set up, save and send a test request to confirm that the SMS reminders are being sent as expected. This completes the automation process, allowing you to send timely appointment reminders effortlessly.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate appointment reminders after Google Calendar events. By following these steps, you can enhance your customer communication and streamline your appointment management process.

Learn how to automate the product return process for your e-commerce business using Pabbly Chatflow and WhatsApp. Follow this step-by-step tutorial to enhance customer service.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Automation

To automate the product return process for your e-commerce business, the first step is to access Pabbly Chatflow. This platform allows you to create WhatsApp chatbots that streamline customer interactions.

Visit the Pabbly website and navigate to the Pabbly Chatflow section. If you are a new user, sign up for an account. Existing users can simply log in. Once inside, you can start creating your WhatsApp chatbot.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After logging into Pabbly Chatflow, you will be directed to the dashboard. Here, you can see options to create new flows. Click on the ‘Add Flow’ button to begin building your chatbot.

• Select a clear name for your flow, such as ‘Automate Product Return Process for E-commerce Businesses’.
• Familiarize yourself with the trigger and action options available in Pabbly Chatflow.
• Understand how to connect different components in your flow.

Once you have set up your flow, you can begin defining the triggers that will activate your chatbot when customers initiate a return request.

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3. Setting Up Triggers in Pabbly Chatflow

The next crucial step in Pabbly Chatflow is to set up the triggers that will initiate your chatbot interactions. Click on the trigger block and select the keyword trigger option.

Add relevant keywords such as ‘return’, ‘refund’, and ‘product issue’ to ensure that your chatbot activates appropriately. This setup allows the bot to respond instantly when customers send messages containing these keywords.

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4. Building the Chatflow Interaction

After setting the triggers, the next step is to build the interaction flow of your WhatsApp chatbot using Pabbly Chatflow. Drag and drop the necessary elements to create the conversation sequence.

• Ask customers for their order ID to initiate the return process.
• Provide options for return eligibility and reasons for the return.
• Confirm the return request and provide further instructions.

Each interaction should be connected logically to ensure a seamless customer experience. This process is fully automated through Pabbly Chatflow.

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5. Finalizing Your WhatsApp Chatbot with Pabbly Chatflow

Once you have built the entire flow, it is essential to review and finalize your chatbot in Pabbly Chatflow. Ensure all connections between elements are correct and the flow makes sense.

After confirming everything is in order, click the ‘Save’ button to publish your chatbot. Your WhatsApp chatbot is now ready to automate the product return process for your e-commerce business, providing quick and efficient customer support.

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Conclusion

By following this tutorial, you can successfully automate the product return process for your e-commerce business using Pabbly Chatflow and WhatsApp. This integration enhances customer service and streamlines operations, making it a valuable tool for any online retailer.

Learn how to automate hotel bookings via WhatsApp using Pabbly Chatflow. This step-by-step guide walks you through creating a WhatsApp chatbot for seamless booking management.

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1. Introduction to Pabbly Chatflow for Hotel Booking Automation

To automate hotel bookings via WhatsApp, we will utilize Pabbly Chatflow. This powerful platform allows you to create chatbots that can handle customer interactions seamlessly. With just a few steps, you can set up a WhatsApp chatbot to manage bookings effectively.

In this tutorial, we will guide you through the process of creating a WhatsApp chatbot using Pabbly Chatflow. This includes setting up the chatbot to respond to user inputs and storing booking details in Google Sheets for easy management.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

To get started with Pabbly Chatflow, navigate to the Pabbly Chatflow dashboard. Sign up or log in to your account. Once you’re in, click on the ‘Add WhatsApp Number’ option to connect your WhatsApp account. You can choose between WhatsApp Connect and Manual Token Connect.

After setting up your WhatsApp number, head over to the ‘Flows’ section to create a new flow. Click on the ‘Add Flows’ button, and name your flow something like ‘Automate Hotel Bookings via WhatsApp Chatbot.’ Make sure to toggle the activation button to enable your flow.

• Sign up or log in to Pabbly Chatflow.
• Add your WhatsApp number by clicking the relevant option.
• Create a new flow and name it appropriately.

With your flow created and activated, you can now start adding functionalities to respond to customer queries regarding room bookings.

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3. Setting Up Booking Options in Pabbly Chatflow

In this section, we will define the keywords that trigger responses from the chatbot. For example, you can set keywords like ‘book room’ and ‘hotel booking’. These keywords will allow customers to initiate the booking process.

Next, you will need to create a welcome message that greets the user and provides options such as ‘Book a Room’ and ‘View Rooms’. Use the messages section in Pabbly Chatflow to drag and drop relevant elements into your flow builder.

• Define keywords for initiating bookings.
• Add a welcome message with booking options.
• Utilize the flow builder to arrange your chatbot responses.

Once the options are set, ensure that your flow can handle user selections and guide them through the booking process efficiently.

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4. Capturing Booking Details in Pabbly Chatflow

After users select their room type, you will need to gather further details such as check-in and check-out dates, customer name, and contact number. Use the ‘Ask Question’ feature in Pabbly Chatflow to prompt users for this information.

As users provide their details, you can create dynamic messages that confirm their bookings. This includes summarizing the room type, check-in and check-out dates, and the total cost. Use the ‘Set Custom Field’ action to store this information for later use.

Prompt users for necessary booking details. Create dynamic confirmation messages. Store user data using custom fields.

This process ensures that all booking information is captured accurately, facilitating seamless management of reservations.

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5. Integrating Pabbly Connect to Store Booking Data

To store booking details in Google Sheets, you will need to integrate Pabbly Connect. Create a new workflow in Pabbly Connect and set the trigger to be ‘New Message Received’ from Pabbly Chatflow.

After setting up the trigger, configure the action to add a new row in Google Sheets. Map the fields from the booking details collected through the chatbot, such as customer name, room type, check-in date, and total price.

Set up a new workflow in Pabbly Connect. Choose the trigger as ‘New Message Received’. Map the booking details to Google Sheets.

This integration allows you to automatically store and manage all booking data in one place, making it easy to track reservations and customer information.

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Conclusion

In conclusion, automating hotel bookings via WhatsApp using Pabbly Chatflow provides a seamless experience for both hotel owners and guests. By following the steps outlined in this tutorial, you can easily set up a WhatsApp chatbot that manages bookings efficiently while integrating with Pabbly Connect for data storage.

Implementing this system not only enhances customer satisfaction but also streamlines the booking process, allowing you to focus on providing excellent service to your guests.

Learn how to set up Pabbly Connect to trigger Gmail alerts for high-value Stripe payments. Step-by-step tutorial with detailed instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To trigger Gmail alerts for high-value Stripe payments, we will use Pabbly Connect as our automation platform. Start by visiting Pabbly.com/connect in your web browser. You will need to sign up for a new account or log in if you already have one.

Once logged in, you will be directed to the Pabbly Connect dashboard. Click on the ‘Access Now’ button to begin creating your workflow. This dashboard allows you to manage all your automation workflows in one place, making it easy to set up and monitor your integrations.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow to trigger Gmail alerts when Stripe payments exceed a specified value. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. using Pabbly Connect

In the dialog box that appears, enter a name for your workflow, such as ‘Trigger Gmail Alert When Stripe Payment Is High Value’. You can also select a folder for organization. After setting this up, click the ‘Create’ button to proceed. Your workflow will now be created successfully, and you will be taken to the workflow builder page.

• Name your workflow appropriately.
• Select a suitable folder for organization.
• Click on ‘Create’ to finalize your workflow setup.

Now that your workflow is created, you will see options to add a trigger and action. This is where we will set up the Stripe trigger.

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3. Setting Up Stripe Trigger in Pabbly Connect

With your workflow ready, the next step is to set up the trigger using Stripe. Click on the ‘Add Trigger’ option and select Stripe from the list of applications. Choose ‘New Charge’ as the event that will initiate your workflow.

After selecting the event, click on the ‘Connect’ button. Pabbly Connect will provide you with a webhook URL, which you will need to copy. This URL serves as a bridge between Stripe and Pabbly Connect. Next, log into your Stripe account and navigate to the ‘Developers’ section, then click on ‘Webhooks’.

• Select ‘Add Destination’ in the Webhooks section.
• Paste the webhook URL from Pabbly Connect.
• Choose ‘Charge Succeeded’ as the event to monitor.

After saving your webhook settings in Stripe, you are ready to test the integration.

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4. Testing the Integration with a Stripe Payment

Now that you have set up the webhook in Stripe, it’s time to test your integration. Go back to your Stripe dashboard and create a test payment using the payment link provided. Ensure the payment amount exceeds the threshold you set, such as ₹10,000.

After completing the test payment, return to Pabbly Connect. You should see a response indicating that the payment has been received. This response will include all relevant details such as the amount, customer email, and payment ID.

Ensure the test payment exceeds ₹10,000. Check for a successful response in Pabbly Connect. Verify the details of the payment received.

This confirms that your Stripe payments are being tracked correctly through Pabbly Connect.

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5. Sending Gmail Alerts for High-Value Payments

The final step is to set up the action that sends an email alert via Gmail when a high-value payment is detected. Click on the ‘Add Action’ button and select Gmail as your action application. Choose ‘Send Email V1’ from the list of actions. using Pabbly Connect

Click on the ‘Connect’ button to authorize the connection with your Gmail account. Once connected, you will need to map the fields for the email, including the recipient’s address, subject, and email content. Use the details captured from the Stripe payment for personalization.

Map the recipient’s email from the Stripe payment details. Set a subject like ‘High Value Payment Received’. Compose the email content including payment details.

After completing these steps, click the ‘Save and Send Test Request’ button. If successful, you will receive a Gmail alert confirming the high-value payment.

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Conclusion

By following this tutorial, you can effectively set up a system using Pabbly Connect to trigger Gmail alerts whenever a Stripe payment exceeds ₹10,000. This automation ensures you stay informed about significant transactions effortlessly.

Learn how to automate lead generation for cleaning services via WhatsApp using Pabbly Chatflow. This step-by-step guide covers everything you need to know! Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Chatflow for Your Cleaning Service

To automate lead generation for cleaning services via WhatsApp, you need to access Pabbly Chatflow. Start by visiting the Pabbly website and navigating to the Chatflow section. Here, you can either sign up for a new account or log in if you already have one. It’s essential to create an account to utilize the features of Pabbly Chatflow.

Once signed in, you will be directed to the dashboard. From here, locate the WhatsApp connect option on the top right corner. You can choose between WhatsApp connect or manual token connect to link your WhatsApp number. This integration is crucial as it allows Pabbly Chatflow to facilitate automated responses to your customers.

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2. Create Your AI Assistant in Pabbly Chatflow

Creating an AI assistant using Pabbly Chatflow is straightforward. Click on the AI assistant option from the left-hand menu on your dashboard. This section allows you to design an assistant tailored to your cleaning service needs. Start by clicking on the ‘Add AI Assistant’ button at the top right corner.

In the dialog box that appears, enter a name for your AI assistant, such as ‘Automate Lead Generation for Cleaning Service via WhatsApp’. After naming your assistant, click the ‘Add AI Assistant’ button. This will direct you to a new page where you can configure various settings for your assistant.

• Select the instruction type as AI agent to define its role.
• Set the AI configuration temperature to control response creativity.
• Choose OpenAI and the GPT model for your assistant’s AI.

After configuring these settings, you can proceed to create a knowledge base that will help your AI assistant respond effectively to customer queries.

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3. Setting Up the Knowledge Base

The knowledge base is vital for your AI assistant’s performance. In Pabbly Chatflow, click on the knowledge source option to upload a file containing information about your cleaning services. Ensure that the file is in .txt format and under 90 MB in size.

Once the file is uploaded, your AI assistant will have access to essential information such as service types, pricing, and booking instructions. This allows it to respond accurately to customer inquiries. You can also customize the assistant’s interface by adding a header display name and initial greeting message.

• Choose a header display name that represents your cleaning service.
• Set an initial message like ‘Hi there, how can I help you today?’ to engage users.

These steps ensure that your AI assistant is not only informative but also user-friendly, enhancing customer interaction through Pabbly Chatflow.

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4. Activating the AI Assistant in Pabbly Chatflow

After designing your AI assistant, the next step is to activate it. In Pabbly Chatflow, toggle the activation button on and click on the ‘Save AI Assistant’ button. This will save your configurations and make your assistant operational.

You can also embed the AI assistant into your inbox settings. Navigate to the settings option, then select inbox settings. Here, enable AI auto-replies by toggling the button and selecting your contact list to ensure all customers receive automated responses.

Once saved, your AI assistant is ready to handle inquiries. Customers can start interacting with it by sending the initial message you specified, such as ‘I need help’. This triggers the AI assistant to respond immediately, providing a seamless experience for users.

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5. Testing Your AI Assistant via WhatsApp

To ensure that your AI assistant is functioning correctly, conduct a test using WhatsApp. Send the initial message you set up earlier, such as ‘I need help’, and observe how Pabbly Chatflow processes the request. The assistant should respond promptly with predefined answers about your cleaning services.

For example, asking about the types of cleaning services offered or booking procedures should yield accurate responses as configured in the knowledge base. This testing phase is crucial to confirm that all functionalities are working as intended.

By utilizing Pabbly Chatflow, you can streamline customer interactions and automate lead generation effectively, ensuring that potential clients receive timely information and assistance.

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Conclusion

In conclusion, automating lead generation for cleaning services via WhatsApp using Pabbly Chatflow is an efficient way to enhance customer engagement. By setting up an AI assistant, you can provide instant responses and streamline your communication process.

Learn how to seamlessly integrate Webflow Forms with Google Sheets using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To connect Webflow Forms to Google Sheets, the first step is to access Pabbly Connect. Open your browser and navigate to Pabbly’s official website at Pabbly.com/n. This platform serves as the central hub for all your automation needs.

Once on the homepage, you can either sign up for a new account or log in if you already have one. After signing in, you will be directed to the Pabbly Connect dashboard, where you can start creating your workflow to automate the connection between Webflow and Google Sheets.

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2. Creating a Workflow in Pabbly Connect

To begin setting up your integration, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. This action will prompt you to name your workflow, so enter a relevant title such as ‘Add Google Sheets Row on New Webflow Form Submission’. using Pabbly Connect

• Click on the ‘Select’ button to choose the workflow builder.
• Select the Classic workflow for a more stable setup.
• Choose the folder where you want to save this workflow.

After naming your workflow and selecting the appropriate folder, you will be taken to the workflow configuration page. Here, you will set up triggers and actions for your automation.

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3. Setting Up the Trigger for Webflow Forms

In this step, you need to establish the trigger that initiates the automation. Select ‘Webflow’ as your trigger application since you are receiving submissions from Webflow Forms. using Pabbly Connect

For the trigger event, choose ‘New Form Submission’. This means that every time a new form is submitted through your Webflow site, Pabbly Connect will capture this event. Click on the ‘Connect’ button to link your Webflow account to Pabbly Connect.

• Generate an API token in your Webflow account settings.
• Paste the API token into Pabbly Connect to establish the connection.
• Select your Webflow site from the dropdown menu.

Once the connection is established, you can proceed to test the trigger by submitting a test form on your Webflow site. This will allow Pabbly Connect to capture the response and confirm that the integration is functioning correctly.

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4. Adding Google Sheets as an Action Step

After successfully setting up the trigger, the next step is to add Google Sheets as the action application. Select ‘Google Sheets’ from the list of applications for your action step. For the action event, choose ‘Add a New Row’. using Pabbly Connect

Click on the ‘Connect’ button to link your Google Sheets account. You will be prompted to sign in to your Google account and grant Pabbly Connect access to manage your sheets. This ensures that your data is secure while enabling seamless integration.

Select the spreadsheet where you want to add new rows. Choose the specific sheet within the spreadsheet. Map the fields from your Webflow form to the corresponding columns in Google Sheets.

Mapping the fields ensures that the data from your Webflow form is correctly entered into the designated columns of your Google Sheets. Once the mapping is complete, click on the ‘Save’ button to finalize the action setup.

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5. Testing the Integration and Finalizing the Setup

Now that both the trigger and action steps are set up, it’s time to test the entire workflow. Submit a test form through your Webflow site to see if the data flows correctly into Google Sheets. Pabbly Connect will capture the submission and execute the action you configured.

Once you confirm that the data appears in Google Sheets as expected, you can activate the workflow. This means that every future form submission will automatically populate your Google Sheets without any manual intervention.

To summarize, you have successfully integrated Webflow Forms with Google Sheets using Pabbly Connect. This automation streamlines your data collection process, allowing you to focus on your event organization without worrying about manual entries.

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Conclusion

In this tutorial, we explored how to connect Webflow Forms to Google Sheets using Pabbly Connect. By following these steps, you can automate your data management process, ensuring that every form submission is efficiently recorded in your Google Sheets.

Learn how to automatically add Google Ads leads to HubSpot CRM using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Ads and HubSpot CRM Integration

To automatically add Google Ads leads to HubSpot CRM, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This platform is essential for creating seamless integrations between Google Ads and HubSpot CRM.

Once on the Pabbly Connect page, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started with 100 free tasks every month. Existing users should click on ‘Sign in’ to access their accounts. After signing in, you will be directed to the Pabbly Connect dashboard where you can begin the integration process.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, which will prompt you to select the workflow builder. You can choose between the new workflow builder, which offers a modern interface, or the classic one. For this tutorial, select the new workflow builder for a more streamlined experience.

• Enter a workflow name, such as ‘Automatically Add New Leads in HubSpot CRM from Google Ads’.
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Once you have created the workflow, you will be taken to the workflow window where you can set up triggers and actions. This is the core of your automation, allowing you to specify what happens when a new lead is generated in Google Ads.

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3. Setting Up Google Ads as the Trigger in Pabbly Connect

In this step, you will configure Google Ads as the trigger application in Pabbly Connect. Click on ‘Add Trigger’ and search for Google Ads. Select it, then choose ‘New Lead Form Entry’ as the trigger event. This action will initiate the workflow whenever a new lead is captured from your Google Ads.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as you will need to paste it into your Google Ads lead form settings. This URL is crucial as it establishes the connection between Google Ads and Pabbly Connect, ensuring that lead data is sent automatically.

• Open your Google Ads account and navigate to the lead form settings.
• Paste the copied webhook URL into the lead delivery options.
• Send test data to verify the connection.

Once the test data is sent, Pabbly Connect will capture the response, confirming that the integration is working correctly. You will see the captured details such as company name, email, and phone number in your Pabbly Connect workflow.

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4. Adding HubSpot CRM as the Action in Pabbly Connect

Now that you have set up Google Ads as the trigger, the next step is to add HubSpot CRM as the action application in Pabbly Connect. Click on ‘Add Action’ and select HubSpot from the list of applications. Choose ‘Create a Contact’ as the action event to automatically add the lead details into your HubSpot CRM.

To connect HubSpot CRM, you will need to add a new connection. After clicking on ‘Connect with HubSpot CRM’, select the appropriate account you wish to use. Once connected, Pabbly Connect will prompt you to fill in the required fields using the data captured from the Google Ads trigger.

Map the fields such as city, company name, email address, first name, last name, and phone number from the previous step. Click on ‘Save and Send Test Request’ to finalize the action setup. Check your HubSpot CRM to confirm that the new contact has been created successfully.

After successfully mapping the fields and saving the configuration, you will see a confirmation message indicating that the lead details have been added to your HubSpot CRM. This ensures that your sales team can follow up on new leads efficiently.

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5. Conclusion: Automate Your Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to automate the process of adding Google Ads leads to HubSpot CRM is a game-changer for businesses. By following the steps outlined in this tutorial, you can set up an efficient workflow that saves time and improves lead management.

This automation not only streamlines your lead capture process but also ensures that your sales team has immediate access to new leads. Start using Pabbly Connect today to enhance your business operations and improve your sales follow-up efficiency.

Learn how to integrate Razorpay with Slack to send notifications using Pabbly Connect. Step-by-step guide for seamless automation. 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 Integration

To notify a Slack channel when a Razorpay payment is received, you first need to access Pabbly Connect. Open a new tab in your browser and visit Pabbly.com/connect. This platform allows you to integrate various applications seamlessly.

Once on the Pabbly Connect homepage, you can either sign up for a new account or log in if you are an existing user. After signing in, you will be directed to the dashboard where you can manage your automation workflows. Click on the ‘Create Workflow’ button to start the integration process.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the notifications. After clicking ‘Create Workflow’, you will be prompted to name your workflow. Enter a suitable name, such as ‘Notify Slack Channel When Razorpay Payment is Received’ and select a folder for organization.

Once the workflow is created, you will need to set up a trigger. Click on the plus icon to select Razorpay as your trigger application. Choose the event as ‘Payment Captured’ to initiate the workflow whenever a payment is successful. After selecting the event, click on the connect button to proceed.

• Open Pabbly Connect and create a new workflow.
• Select Razorpay as the trigger application.
• Choose the event as ‘Payment Captured’.

After setting up the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Razorpay to Pabbly Connect.

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3. Configuring Razorpay with Pabbly Connect

Now that you have the webhook URL from Pabbly Connect, log into your Razorpay account. Navigate to the ‘Account and Settings’ section and find the ‘Webhooks’ option. Here, you will add a new webhook using the URL you copied earlier.

In the webhook settings, you will need to specify the event type as ‘Payment Captured’. This ensures that Razorpay sends a notification to Pabbly Connect only when a payment is successfully captured. After entering the required details, save the webhook configuration.

• Log into your Razorpay account.
• Navigate to the ‘Webhooks’ section.
• Paste the webhook URL from Pabbly Connect.

With the webhook set up, your Razorpay account is now connected to Pabbly Connect. This allows Pabbly Connect to receive notifications whenever a payment is captured.

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4. Setting Up Slack Notifications Using Pabbly Connect

After configuring Razorpay, the next step is to set up Slack notifications through Pabbly Connect. In your workflow, click on the plus icon again to add an action application. Select Slack as your action app and choose ‘Send Channel Message’ as the event.

You will need to connect your Slack account to Pabbly Connect. Click on ‘Connect with Slack’ and follow the prompts to authorize the connection. Once connected, select the channel where you want to send the payment notifications.

Add Slack as an action application in Pabbly Connect. Choose ‘Send Channel Message’ as the action event. Connect your Slack account to Pabbly Connect.

With the Slack channel selected, you can now customize the message that will be sent. Use dynamic fields from Razorpay to include payment details in the message. This ensures that every notification is personalized and relevant.

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5. Testing the Integration Between Razorpay and Slack

To ensure that everything is set up correctly, it’s time to test the integration using Pabbly Connect. Make a test payment through Razorpay to trigger the webhook. Once the payment is successful, Pabbly Connect will capture the payment details and send a notification to your designated Slack channel.

Check your Slack channel for the notification message. It should contain all the relevant details about the payment, confirming that the integration is working as intended. If you receive the message, your setup is complete and functioning perfectly.

This automation significantly reduces manual efforts, ensuring that your team is informed of successful payments in real-time. With Pabbly Connect, you can streamline your payment notifications efficiently.

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Conclusion

By following this tutorial, you have successfully learned how to notify a Slack channel when a Razorpay payment is received using Pabbly Connect. This integration allows for real-time updates on payment statuses, enhancing communication within your team. Automating such processes saves time and improves operational efficiency.

Learn how to automate event registration for conferences via WhatsApp using Pabbly Chatflow. Follow our step-by-step tutorial to streamline your registration process. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Chatflow for Event Registration

To automate event registration for conferences via WhatsApp, the first step is to set up Pabbly Chatflow. This platform allows you to create a WhatsApp chatbot that handles registrations effortlessly. Start by visiting the Pabbly Chatflow landing page and sign in or create a new account.

Once logged in, navigate to the dashboard where you can access all tools. You need to add your WhatsApp number to begin the setup process. Select either WhatsApp connect or manual token connect to integrate your WhatsApp account into Pabbly Chatflow.

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2. Creating the WhatsApp Chatbot in Pabbly Chatflow

Now that your WhatsApp number is added, you can create a chatbot specifically for event registrations. In Pabbly Chatflow, go to the flow section and click on the ‘Add Flow’ button. Name your flow something like ‘Chatbot for Event Registrations’ to keep it organized.

• Select the trigger event as ‘Keyword/Reaction Match’.
• Enter keywords like ‘register’ and ‘Tech X’ to initiate the chatbot flow.
• Configure the first message to greet users and provide options to learn more or register.

After setting these options, your WhatsApp chatbot is ready to respond to user inquiries about event registration. Make sure to test the flow to ensure it works as expected.

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3. Collecting User Information via the Chatbot

As users interact with your WhatsApp chatbot, Pabbly Chatflow will facilitate the collection of essential information such as full names and email addresses. After the user clicks on the ‘Register Now’ button, your chatbot should prompt them to share their full name.

Follow these steps to collect user information effectively:

• Use the ‘Ask Question’ feature to request the user’s full name.
• Set up a validation message to ensure the user inputs the information correctly.
• Repeat the process for collecting the email address.

This structured approach ensures that all necessary details are captured accurately and efficiently through Pabbly Chatflow.

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4. Integrating Google Sheets with Pabbly Chatflow

Once the user information is collected, the next step involves integrating Google Sheets to store the registration data. Pabbly Chatflow allows you to set up an API request to send the collected information directly into a Google Sheet.

To accomplish this, follow these steps:

Create a workflow in Pabbly Connect and set the trigger application as Pabbly Chatflow. Select the action application as Google Sheets and choose the ‘Add Row’ event. Map the fields for name, email, and mobile number to ensure data accuracy.

After setting up this integration, every time a user registers, their details will be automatically added to your Google Sheets, simplifying your data management.

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5. Finalizing and Testing the Chatbot

After completing the setup, it’s crucial to finalize your WhatsApp chatbot in Pabbly Chatflow. Save all changes and test the entire flow to ensure everything works seamlessly from start to finish.

To test, clear previous conversations and initiate a new session by sending the keyword you set up earlier, such as ‘Tech X’. The chatbot should respond with the registration options, and you can proceed to register as a user.

As you register, the chatbot will collect your information and send a thank you message confirming your registration. Additionally, check your Google Sheets to verify that the data has been recorded correctly.

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Conclusion

By following this tutorial, you can successfully automate event registration for conferences via WhatsApp using Pabbly Chatflow. This integration not only streamlines your registration process but also enhances user engagement through automated responses. Start exploring the benefits of Pabbly Chatflow for your business today!

Learn how to automate car rental bookings using Pabbly Chatflow and Pabbly Chatflow for seamless integration with WhatsApp, Google Sheets, and more. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Car Rental Automation

To automate bookings for car rental services via WhatsApp, you first need to access Pabbly Chatflow. Open your browser and search for Pabbly Chatflow. This platform provides an all-in-one solution for managing WhatsApp communications effectively.

Once on the Pabbly Chatflow homepage, you can either sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account. After logging in, you will be greeted by the dashboard where you can start creating your WhatsApp chatbot.

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2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

In this step, you will create a WhatsApp chatbot specifically for your car rental services using Pabbly Chatflow. Begin by clicking on the ‘Create New Flow’ button on your dashboard. This will allow you to set up a new automation flow for your WhatsApp interactions.

• Click on ‘Create New Flow’.
• Name your flow, e.g., ‘Car Rental Booking Bot’.
• Select the trigger event that starts the flow.

Once the flow is created, set up the trigger event to respond when a user sends a specific message, like ‘Book Car’. This will initiate the booking process automatically whenever a potential customer reaches out via WhatsApp.

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3. Adding Car Options in Pabbly Chatflow

Now that your WhatsApp chatbot is created, the next step is to add the available car options for users to choose from. In this section, you will configure the chatbot to present a list of car types available for rental.

• Use the ‘List Message’ feature to display options.
• Add header text like ‘Available Cars’.
• Include types like Sedan, SUV, Luxury, etc.

After listing the car types, ensure you allow users to select their preferred option. This selection will trigger the next part of the booking process in your Pabbly Chatflow setup.

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4. Capturing User Details for Bookings

The next step involves capturing essential user details for the booking process. In your Pabbly Chatflow, you can set up questions to gather information such as rental dates, user names, and contact numbers.

To do this, add message boxes that prompt users for their full name and contact number. This information is crucial for confirming their bookings and ensuring a smooth rental experience.

After collecting the details, ensure that they are stored appropriately. You can use Pabbly Hook to send this information to your Google Sheets for record-keeping, which will help streamline your operations.

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5. Finalizing Bookings and Integrating with Google Sheets

Finally, it’s time to finalize the bookings and automate the integration with Google Sheets. In this step, you will configure your Pabbly Chatflow to send the collected user details to a Google Sheet as a new row.

Set up an action step in your Pabbly Chatflow that connects to Google Sheets. Select the event to add a new row, and map the fields from your previous steps to the corresponding columns in the Google Sheet.

Once this is set up, every time a booking is made through your WhatsApp chatbot, the user’s details will be automatically recorded in your Google Sheets, ensuring you have all necessary information at your fingertips for future reference.

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Conclusion

By following these steps, you can effectively automate car rental bookings via WhatsApp using Pabbly Chatflow. This integration not only streamlines the booking process but also enhances customer experience by providing instant responses and organized record-keeping through Google Sheets.