Author: Rudra Sisodiya

Learn how to automatically add 99acres leads into Salesforce using Pabbly Connect. Follow our step-by-step tutorial to streamline your lead management process. 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 automatically add 99acres leads into Salesforce, you first need to access Pabbly Connect. This platform allows you to create integrations without any coding knowledge. Start by visiting the Pabbly Connect website by searching for ‘Pabbly.com/connect’ in your browser.

Once on the landing page, you can either sign in if you are an existing user or click on ‘Sign Up for Free’ to create a new account. New users will receive 100 free tasks every month, which is perfect for exploring the platform’s capabilities.

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2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, click on the ‘Create Workflow’ button. You will be prompted to choose between the new and classic workflow builders. The new builder is recommended for a more modern and flexible interface.

Next, enter a name for your workflow and select a folder to save it in. If needed, you can create a new folder by clicking on the ‘Create New Folder’ button. After that, click on ‘Create’ to proceed to the main workflow window.

• Choose a descriptive name for your workflow.
• Select the appropriate folder for organization.

In this workflow window, you will set up triggers and actions that define how your automation will operate. Triggers initiate the process, while actions are the results that follow.

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3. Setting Up the Trigger with 99acres

To set up your trigger, click on ‘Add Trigger’ and select ’99acres’ as your trigger application. For the trigger event, choose ‘New Leads’ and connect it. Pabbly Connect will provide you with a webhook URL that you will need to configure in your 99acres account.

To activate the integration, copy the webhook URL and contact your 99acres account manager to add it to your account. This is necessary because 99acres does not allow users to input webhook URLs directly through their interface.

• Select ’99acres’ as the trigger application.
• Choose ‘New Leads’ for the trigger event.
• Copy the provided webhook URL for configuration.

Once the webhook is configured and activated by the 99acres team, you will start receiving lead details in the webhook response section of Pabbly Connect.

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4. Adding Action to Create Leads in Salesforce

Now that your trigger is set, the next step is to add an action. Click on ‘Add Action’ and select ‘Salesforce’ as the action application. Choose ‘Create Lead’ as the action event and connect your Salesforce account with Pabbly Connect.

You will be prompted to allow permissions for Pabbly to access your Salesforce account. Click on ‘Allow’ to grant the necessary permissions. After connecting, you will need to map the lead details received from 99acres to the corresponding fields in Salesforce.

Select ‘Salesforce’ as the action application. Choose ‘Create Lead’ as the action event. Map the lead details from 99acres to Salesforce fields.

Mapping allows you to dynamically insert data from the previous step, ensuring that every new lead is captured accurately.

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5. Testing and Finalizing Your Workflow

After mapping all necessary fields, click on ‘Save and Send Test Request’ to test the integration. If successful, you will receive confirmation that a new lead has been created in your Salesforce account. using Pabbly Connect

To verify, refresh your Salesforce leads page, and you should see the new lead entry with all the mapped details. This confirms that your workflow is functioning correctly and that all leads from 99acres will now be automatically added to Salesforce.

With this setup, your sales team can efficiently follow up on leads without any manual data entry. This automation saves time and enhances productivity.

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Conclusion

In conclusion, using Pabbly Connect to automatically add 99acres leads into Salesforce streamlines your lead management process. By following these steps, you ensure that your sales team can act quickly on new leads without manual intervention.

Learn how to automate sending event invitations on WhatsApp for new Google Ads leads using Pabbly Connect in this step-by-step tutorial. 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 Automation

To send event invitations on WhatsApp for new Google Ads leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account to explore the features of Pabbly Connect.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the sending of WhatsApp messages whenever a new lead is generated from Google Ads.

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2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button on the dashboard. You will be prompted to name your workflow. For this example, name it ‘Send Event Invitation on WhatsApp for New Google Ads Leads’.

After naming your workflow, select the folder where you want to save it. You can create a new folder if needed. This organization helps in managing multiple workflows effectively. Once set, proceed to configure the trigger for your workflow.

• Click on the ‘Trigger’ option.
• Select ‘Google Ads’ as the trigger application.
• Choose ‘New Lead Form Entry’ as the trigger event.

After setting up the trigger, you will receive a webhook URL. This URL will be used to connect your Google Ads account with Pabbly Connect. Copy this URL for the next steps.

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3. Setting Up Google Ads for Integration

With the webhook URL copied, it’s time to set up your Google Ads account. Navigate to your Google Ads dashboard and create a new lead form. Ensure that you enter all required fields such as first name, last name, email, and phone number.

After creating the lead form, you will need to configure the lead delivery settings. Here, select the option for webhook integration and paste the copied webhook URL from Pabbly Connect. This will allow Google Ads to send lead data to your Pabbly Connect workflow automatically.

Once the setup is complete, submit a test lead to ensure that the connection works. You should see the lead details reflected in your Pabbly Connect dashboard, confirming that the integration is functioning correctly.

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4. Configuring WhatsApp Integration with Pabbly Connect

The final step in this process is to set up the WhatsApp integration using Pabbly Connect. Click on the ‘Action’ step in your workflow and select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the action event.

You will need to connect your WhatsApp Cloud API account by entering the required credentials, including the access token, phone number ID, and WhatsApp business account ID. Once these details are filled in, click on ‘Connect’.

• Map the phone number field from the Google Ads lead data to the WhatsApp message.
• Select the message template you created for the event invitation.
• Customize the message with dynamic fields such as first name and last name.

After configuring the message, save your settings. You can now test the workflow by submitting another lead through Google Ads to see if the WhatsApp message is sent successfully.

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Conclusion

In this tutorial, we demonstrated how to automate sending event invitations on WhatsApp for new Google Ads leads using Pabbly Connect. By following the steps outlined, you can ensure timely communication with your leads, enhancing engagement and response rates. Utilize Pabbly Connect to streamline your marketing efforts effectively.

Learn how to create a WhatsApp AI Assistant for customer engagement in retail using Pabbly Chatflow. Step-by-step guide for seamless integration. Learn how to create intelligent chat workflows that provide instant customer support while qualifying leads 24/7 without human intervention.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your AI Assistant

To build a WhatsApp AI Assistant for customer engagement in retail, you first need to access Pabbly Chatflow. Start by visiting the Pabbly Chatflow website at www.Pabbly.com/chatflow. Here, you will have the option to sign up for a new account or log in if you already have one.

Once logged in, you’ll be taken to the dashboard where you can see the various applications offered by Pabbly. Select Pabbly Chatflow to begin the integration process. This platform is essential for creating your AI assistant and managing all interactions seamlessly.

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2. Creating Your AI Assistant in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI Assistant. Click on the ‘AI Assistant’ section in the sidebar, then select the option to add a new AI Assistant. You will be prompted to enter a name for your assistant, such as ‘Trendora Retail AI’.

• Provide a unique name for your AI Assistant.
• Select the AI instruction type appropriate for your needs.
• Choose the AI model, such as GPT-4 Mini.

After entering the necessary information, click on the ‘Add AI Assistant’ button. This will create your assistant and take you to the configuration page where you can set instructions and parameters for your assistant’s responses.

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3. Configuring Your AI Assistant Settings

In this section, you will configure the settings for your AI Assistant using Pabbly Chatflow. Begin by selecting the AI instructions that will guide how your assistant responds to queries. You can opt for a custom prompt or choose from predefined types.

Next, you will need to set the temperature parameter, which determines the creativity of your assistant’s responses. A value of 0.5 is recommended for balanced creativity. Additionally, you will need to input your OpenAI API key to enable the AI functionalities.

• Input your OpenAI API key for functionality.
• Set the retry attempts for fallback responses.
• Upload a knowledge base document in .txt format.

Once all settings are configured, click on ‘Save AI Assistant’ to ensure your configurations are applied. This step is crucial for the proper functioning of your AI Assistant.

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4. Testing Your AI Assistant on WhatsApp

After creating and configuring your AI Assistant in Pabbly Chatflow, it’s time to test its functionality. Navigate to your WhatsApp and initiate a conversation with the number linked to your Pabbly account. Start by sending a message like ‘Hey, I need help’ to see how the AI responds.

Your AI Assistant should reply promptly, asking what assistance you need. You can further test its capabilities by asking questions about product details or current offers. The assistant will fetch information from the knowledge base you provided during setup.

Send a variety of questions to assess response accuracy. Check if the assistant gives relevant product details. Evaluate the assistant’s response time and relevance.

Testing is vital to ensure your AI Assistant operates as intended, providing accurate and timely responses to customer inquiries.

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5. Conclusion: Enhance Customer Engagement with Pabbly Chatflow

In summary, creating a WhatsApp AI Assistant for customer engagement in retail using Pabbly Chatflow is a straightforward process. By following the steps outlined, you can set up an effective assistant that operates 24/7 to assist your customers with inquiries about products and orders.

Utilizing Pabbly Chatflow not only streamlines customer interactions but also enhances overall engagement, allowing your retail business to thrive. Start using Pabbly Chatflow today to create your own AI Assistant and improve your customer service capabilities!

Learn how to automate sharing subscription plans and software details using Pabbly Chatflow and Pabbly Chatflow with WhatsApp. 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. Accessing Pabbly Chatflow for AI WhatsApp Assistant

To begin using Pabbly Chatflow, you need to navigate to the Pabbly website. Here, you can sign up for a free account or log in if you already have one. This platform is essential for creating your AI WhatsApp assistant, which will help in automating responses to subscription queries.

After logging in, you will be directed to the Pabbly Chatflow dashboard. Here, you can see various applications available, including Pabbly Connect, which is crucial for integrating different services seamlessly. To start building your assistant, click on the ‘Access Now’ button under Pabbly Chatflow.

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2. Creating Your AI Assistant in Pabbly Chatflow

Once you are in Pabbly Chatflow, the next step is to create your AI assistant. Click on the ‘Create Assistant’ option and enter a name for your assistant, such as ‘Subscription Helper’. This assistant will automatically respond to inquiries about subscription plans and software details.

• Choose the type of assistant you want to create.
• Select the AI instructions to guide its responses.
• Set the temperature for your AI assistant to control its creativity.

After configuring these settings, you can save your assistant. This setup is crucial for ensuring that your AI assistant provides accurate and helpful responses to users inquiring about your subscription plans.

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3. Integrating WhatsApp with Pabbly Chatflow

To allow your AI assistant to interact via WhatsApp, you must connect your WhatsApp number to Pabbly Chatflow. Click on the ‘Add WhatsApp Number’ button, and follow the prompts to connect your WhatsApp account. This integration is vital for facilitating communication between your assistant and users.

Once connected, you can enable the AI auto-reply feature. This feature ensures that whenever a user sends a message, the AI assistant will automatically respond based on the queries received. This setup enhances customer interaction and streamlines communication.

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4. Testing Your AI Assistant

With your AI assistant created and WhatsApp integrated, it’s time to test its functionality. Send a message to your WhatsApp number, such as ‘I need help with subscription plans’. Your AI assistant should respond automatically with the relevant information, showcasing its ability to handle inquiries effectively.

During testing, ensure that the assistant provides accurate details about subscription plans and software features. If any adjustments are needed, you can modify the assistant’s responses in Pabbly Chatflow to improve accuracy and user satisfaction.

• Check the responses for clarity and relevance.
• Make necessary adjustments in the assistant settings.

Testing is a critical step to ensure that your AI assistant meets user expectations and provides valuable information.

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5. Conclusion: Automate with Pabbly Chatflow

In conclusion, using Pabbly Chatflow to create an AI WhatsApp assistant allows businesses to automate responses about subscription plans and software details effectively. By following the steps outlined above, you can enhance customer engagement and streamline communication through WhatsApp.

With the integration of Pabbly Connect, you can further expand your automation capabilities, ensuring that your business remains responsive and efficient. Start utilizing Pabbly Chatflow today to improve your customer interaction!

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Learn how to create an AI assistant for online education using Pabbly Chatflow. This detailed tutorial walks you through each step of the integration process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for AI Assistant Creation

To create an AI assistant for handling customer inquiries, you need to access Pabbly Chatflow. Start by navigating to the Pabbly Chatflow website at www.Pabbly.com/chatflow. Here, you will find options to sign in or sign up for a new account.

If you are a new user, click on the ‘Sign Up Free’ button. For existing users, simply log in. Once logged in, you will reach the dashboard where various Pabbly applications are listed. Click on the ‘Access Now’ button under Pabbly Chatflow to proceed.

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2. Setting Up Your WhatsApp Integration in Pabbly Chatflow

Once you are in Pabbly Chatflow, the next step is to integrate your WhatsApp number. This is crucial for allowing your AI assistant to interact with users. On the dashboard, look for the ‘Add WhatsApp Number’ button.

• Click on ‘WhatsApp Connect’ to integrate your WhatsApp account.
• Alternatively, use ‘Manual Token Connect’ if you prefer token-based integration.

After selecting your integration method, follow the prompts to successfully connect your WhatsApp number to Pabbly Chatflow. This will enable your AI assistant to send and receive messages through WhatsApp.

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3. Creating Your AI Assistant in Pabbly Chatflow

To create your AI assistant, navigate to the ‘AI Assistant’ section in Pabbly Chatflow. Click on the ‘Add AI Assistant’ button. A dialog box will appear, prompting you to name your assistant. Choose a name that reflects its purpose, such as ‘Learn AI’ for an online education platform.

After naming your assistant, select the type of AI instruction you want to implement. For this tutorial, choose the ‘AI Agent’ option. This will allow your assistant to handle customer inquiries effectively. You can customize the instructions further if needed.

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4. Configuring AI Settings and Knowledge Base

In this section, you will configure the AI settings in Pabbly Chatflow. Set the temperature setting to adjust the creativity of the AI’s responses. A value of 0.5 is a good starting point. Then, select the AI model you wish to use; for this tutorial, we will choose the GPT-4 mini model.

• Visit the OpenAI API key page to generate your API key.
• Upload a knowledge base file in .txt format that contains information about your courses.

Once your knowledge base is uploaded, your AI assistant will be able to respond to inquiries based on the information provided. This step is crucial for ensuring that your AI assistant has the necessary data to assist users effectively.

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5. Testing and Activating Your AI Assistant

After configuring your AI assistant in Pabbly Chatflow, it’s time to test its functionality. Use your WhatsApp to send a message to the number connected to your assistant. For example, you might type ‘Hey, I need help’. Your assistant should respond promptly, demonstrating its ability to handle customer inquiries.

Once testing is successful, activate your AI assistant by clicking the ‘Save AI Assistant’ button. You will receive a confirmation pop-up indicating that your assistant is ready to use. You can now embed this assistant into your online education platform for 24/7 customer support.

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Conclusion

Creating an AI assistant for handling customer inquiries in online education is streamlined with Pabbly Chatflow. By following these steps, you can enhance user experience and improve response times, ensuring that your platform remains responsive and efficient.

Learn how to create a WhatsApp AI Assistant for real-time customer support using Pabbly Chatflow. Follow our detailed tutorial for step-by-step guidance. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp AI Assistant

To build a WhatsApp AI Assistant for real-time customer support, the first step is accessing Pabbly Chatflow. You can do this by typing the URL www.Pabbly.com/chatflow in your web browser. This will take you to the landing page of Pabbly Chatflow.

On the landing page, you will see options for signing in or signing up. If you are a new user, click on ‘Sign Up Free’; if you already have an account, click on ‘Sign In’. After signing in, you will be directed to the Pabbly dashboard where all Pabbly applications are available, including Pabbly Chatflow.

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2. Creating Your AI Assistant in Pabbly Chatflow

Once you are on the Pabbly Chatflow dashboard, you can start creating your AI Assistant. Click on the ‘AI Assistant’ option in the sidebar. This will take you to the AI Assistant page where you can see existing assistants. using Pabbly Connect

• Click on the ‘Add AI Assistant’ button.
• Enter a name for your assistant, such as ‘TrendMart AI’.
• Select the instruction type as ‘AI Agent’.

After providing the necessary details, click on the ‘Add AI Assistant’ button. This action will create your AI Assistant, and you will be directed to the configuration page where you can set various parameters for your assistant.

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3. Configuring AI Settings in Pabbly Chatflow

In the AI settings, you will configure the responses and behavior of your assistant. Here, you can set the temperature for creativity in responses, choose the AI model, and input your OpenAI API key. using Pabbly Connect

• Set the temperature to 0.5 for balanced responses.
• Select the OpenAI model you wish to use, such as GPT-4 Mini.
• Input your OpenAI API key for authentication.

After entering these details, click on the ‘Connect’ button to save your settings. A confirmation message will appear indicating that your API key has been saved successfully. This configuration is crucial for the AI Assistant to function properly.

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4. Uploading Your Knowledge Base in Pabbly Chatflow

The next step involves uploading your knowledge base, which contains the information your AI Assistant will use to respond to customer queries. In the knowledge source section, you can upload a .txt file containing your business details. using Pabbly Connect

Ensure your file is in .txt format before uploading. Drag and drop your file into the upload area. Wait for the confirmation that the file has been uploaded successfully.

Once uploaded, the system will process the file, and you will see a confirmation pop-up. This knowledge base is essential for your AI Assistant to provide accurate and relevant responses to customer inquiries.

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5. Activating Your AI Assistant for Customer Support

After configuring and uploading the knowledge base, the final step is to activate your AI Assistant. Go to the inbox section in Pabbly Chatflow, where you can see the connected WhatsApp numbers. using Pabbly Connect

Select the WhatsApp number you want to connect with the AI Assistant. Choose the AI Assistant you created from the dropdown menu. Click to enable the AI Assistant for that number.

Once activated, you can test your AI Assistant by sending a message through WhatsApp. You should receive responses based on the knowledge base you uploaded, confirming that your AI Assistant is functioning as intended.

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Conclusion

By following these steps, you can successfully create a WhatsApp AI Assistant using Pabbly Chatflow for real-time customer support. This setup will enhance customer experience by providing instant responses to inquiries, significantly reducing manual workload.

Learn how to use Pabbly Connect to send Twilio SMS alerts for every new Facebook lead with this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the process of sending Twilio SMS alerts for every new Facebook lead, first, you need to access Pabbly Connect. This platform serves as the central hub for integrating various applications seamlessly.

Visit the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply log in. Once logged in, you will find the dashboard where you can create new workflows.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. This initiates the process of setting up your automation.

• Name your workflow as ‘Send Twilio SMS Alert for Every New Facebook Lead’.
• Select an appropriate folder to save your workflow.
• Click on ‘Create’ to finalize your workflow setup.

Once created, you will be directed to the workflow builder. Here, you will set up the trigger for your automation process.

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3. Setting Up the Trigger for Facebook Leads

In this section, you will configure the trigger in Pabbly Connect to capture new leads from Facebook. Click on the ‘Add Trigger’ button and select ‘Facebook Lead Ads’ as your application.

Next, choose the event as ‘New Lead’. You will then be prompted to connect your Facebook account to Pabbly Connect. After connecting, select your Facebook page and the lead form you want to monitor. Click ‘Save and Send Test Request’ to ensure everything is set up correctly.

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4. Adding Action Step to Send SMS via Twilio

After setting up the trigger, the next step is to add an action in Pabbly Connect to send an SMS via Twilio. Click on the ‘Add Action’ button and select ‘Twilio’ as the application.

• Choose the event as ‘Send SMS’.
• Connect your Twilio account by providing the necessary API credentials.
• Map the fields from the Facebook lead to the SMS body, including name, email, and phone number.

Once the action step is configured, click ‘Save’ to finalize the setup. This will ensure that every time a new lead is captured, an SMS alert is sent automatically.

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5. Testing the Integration

To confirm that your Pabbly Connect workflow is functioning correctly, you need to perform a test. Generate a test lead using the Facebook Lead Ads testing tool. Submit the lead form to trigger the workflow.

Once the test lead is generated, check your Twilio account to see if the SMS alert has been received. You should see a message containing the lead details sent to your phone. This verifies that the integration is successful and operational.

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Conclusion

In conclusion, using Pabbly Connect to send Twilio SMS alerts for every new Facebook lead is a straightforward process. By following the steps outlined in this tutorial, you can automate your lead notifications efficiently.

With Pabbly Connect, you can streamline your workflow and ensure you never miss a potential lead again.

Learn how to automate sending webinar invitations and logging Typeform leads in Airtable 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. Introduction to Pabbly Connect for Webinar Automation

In this section, we will explore how Pabbly Connect serves as the central platform for automating the process of sending webinar invitations and logging Typeform leads in Airtable. This integration streamlines the workflow by connecting these applications seamlessly.

As a business coach, managing leads efficiently is crucial. By utilizing Pabbly Connect, you can automate the tedious task of sending invitations and recording lead data without any coding skills. Let’s dive into the setup process.

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2. Setting Up Pabbly Connect for Typeform and Gmail Integration

To begin, access Pabbly Connect by visiting its official website. If you’re a new user, you can sign up for free and enjoy 100 free tasks every month. Existing users can log in to their accounts.

• Navigate to the dashboard and click on the ‘Create Workflow’ button.
• Choose the old classic method to create your workflow.
• Name your workflow as ‘Send Webinar Invitations and Log Typeform Leads in Airtable’.

After setting up your workflow, you will see two windows: the trigger window and the action window. The trigger window captures the event that starts the automation, while the action window defines what happens next. This is where Pabbly Connect truly shines, allowing you to easily manage these integrations.

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3. Trigger Setup with Typeform in Pabbly Connect

In this section, we will configure the trigger for our workflow. Select Typeform as your trigger application and choose ‘New Entry’ as the trigger event. This will capture new form submissions from Typeform.

Next, connect your Typeform account by clicking on the ‘Connect’ button and authorizing Pabbly Connect. You’ll then select the specific form, which in this case is the ‘Business Growth Webinar Registration’ form. After confirming the connection, you can test it by submitting a sample entry in your Typeform.

• Fill in the required fields such as first name, last name, email, and company name.
• Submit the form to trigger the automation.

Once the form submission is successful, you will see the captured response in Pabbly Connect, confirming that the integration is working correctly.

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4. Sending Email Invitations via Gmail with Pabbly Connect

Now that we have our trigger set up, the next step is to send an email invitation using Gmail. Select Gmail as your action application and choose the action event ‘Send Email V1’.

Connect your Gmail account by clicking on the ‘Connect’ button and authorizing Pabbly Connect. Fill in the recipient’s email address using the mapped data from the Typeform submission. This ensures that each registrant receives their personalized webinar invitation.

Enter the sender’s name and the subject of the email. Compose the email content, including the webinar link. Click ‘Save and Send Test Request’ to send the invitation.

After executing the test request, check your Gmail account to confirm that the invitation has been sent successfully. This is how Pabbly Connect automates the email invitation process, saving you valuable time.

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5. Logging Typeform Leads in Airtable Using Pabbly Connect

The final step in this automation process is to log the Typeform leads into Airtable. Select Airtable as your action application and choose the action event ‘Create Record’.

Connect your Airtable account by clicking on the ‘Connect’ button and authorizing Pabbly Connect. You will then need to select the base and table where the lead data will be stored. In this case, choose the ‘Webinar Registrants’ base and the corresponding table.

Map the fields from Typeform to Airtable, including name, email, phone number, and company. Set the email status to ‘Sent’ to track invitations.

After mapping the data, click ‘Save and Send Test Request’ to create the record. Refresh your Airtable to verify that the lead has been logged successfully. With Pabbly Connect, you can easily manage and automate this entire process, ensuring no lead is missed.

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Conclusion

In conclusion, using Pabbly Connect to send webinar invitations and log Typeform leads in Airtable streamlines your workflow and enhances efficiency. By following the steps outlined in this tutorial, you can automate these processes without any coding skills. Start leveraging Pabbly Connect today to improve your lead management and webinar outreach!

Learn how to automate appointment scheduling for hospitals using WhatsApp and Pabbly Chatflow with this detailed step-by-step tutorial. 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 WhatsApp Automation

To automate appointment scheduling for hospitals using WhatsApp, you first need to access Pabbly Chatflow. Navigate to the official website at Pabbly.com/chartflow. This platform is designed to help you create WhatsApp chatbots that can respond to patient queries automatically.

Once on the site, you can either sign up for a new account or sign in if you are an existing user. After signing in, you will be directed to the Pabbly Chatflow dashboard where you can manage your WhatsApp automation settings and features.

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2. Creating the WhatsApp Chatbot in Pabbly Chatflow

After accessing Pabbly Chatflow, click on the ‘Access Now’ button to enter the flow builder. Here, you will create a new flow for your WhatsApp chatbot. Click on the ‘+ Add Flow’ button to start.

In the flow builder, you will need to name your flow, for example, ‘Automate Appointment Scheduling for Hospitals Using WhatsApp’. Select your trigger event, which will be keywords that patients might use, like ‘book appointment’ or ‘schedule visit’. This is crucial as it sets the foundation for how your bot will respond.

• Click on the ‘+ Add Flow’ button.
• Name your flow appropriately.
• Select the trigger event based on keywords.

Once you set the keywords, your bot will be ready to respond to users based on their input. This is where Pabbly Chatflow shines, enabling seamless interaction with patients.

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3. Configuring Department Selection in the Chatbot

Next, you will configure the department selection feature in your WhatsApp chatbot using Pabbly Chatflow. After the user sends a keyword, the bot should respond with a list of departments available for consultation.

To set this up, drag a ‘List’ button into the flow and configure the header and body. For instance, the header can be ‘Select Department’ and the body can state, ‘Please choose a department for your consultation.’ You will then add items such as cardiology, dermatology, and orthopedics to the list.

• Add a List button to the flow.
• Set the header and body messages.
• Include all relevant departments in the list.

By doing this, Pabbly Chatflow allows patients to easily select their desired department, enhancing user experience and streamlining the scheduling process.

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4. Collecting User Information for Appointment Scheduling

Once the department is selected, the next step is to collect user information such as full name, contact number, preferred date, and time for the appointment. This is done by adding multiple ‘Ask Question’ actions in the flow of Pabbly Chatflow.

For each question, connect the previous step to the new question to ensure a smooth flow. For example, after asking for the full name, the bot should ask for the contact number, followed by the appointment date and time.

Ask for the user’s full name. Request the contact number for confirmation. Inquire about the preferred date and time for the consultation.

With Pabbly Chatflow, you can easily manage these interactions, ensuring that all necessary information is collected efficiently and effectively.

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5. Confirming Appointments with Pabbly Chatflow

After collecting all necessary details, it’s time to confirm the appointment. This can be done by sending a confirmation message back to the user. Use the ‘Text Plus Button’ option to create a response that includes the user’s name and appointment details.

For example, your confirmation message could read, ‘Thank you, [User’s Name], for booking your consultation on [Date] at [Time].’ Using dynamic fields like this allows Pabbly Chatflow to personalize the interaction, making it more engaging for the user.

Once everything is set up, remember to save your flow in Pabbly Chatflow. This ensures that your WhatsApp chatbot is fully functional and ready to assist patients with their appointment scheduling.

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Conclusion

Automating appointment scheduling for hospitals using WhatsApp can greatly enhance efficiency and user satisfaction. With Pabbly Chatflow, you can create a responsive chatbot that handles patient inquiries and schedules appointments seamlessly. By following the steps outlined in this tutorial, you can set up your own WhatsApp chatbot to streamline hospital appointment processes.

Learn how to automate Zoho CRM tasks when payments are received on Razorpay using Pabbly Connect. Step-by-step tutorial with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To create Zoho CRM tasks when a payment is received on Razorpay, start by accessing Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. This platform allows you to integrate various applications easily without needing any programming knowledge.

Once on the Pabbly Connect landing page, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account. New users get 100 tasks free every month, which is perfect for exploring the application’s capabilities. After signing in, you will be directed to your dashboard where you can start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

To set up the integration, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. You will be prompted to select between the new workflow builder and the classic one. Choose the new workflow builder for a more modern interface. using Pabbly Connect

• Click on ‘Create Workflow’.
• Select the new workflow builder.
• Name your workflow and choose a folder to save it.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This action opens the main workflow window, where you can set up triggers and actions. The trigger will be set to capture payments from Razorpay, which will initiate the creation of tasks in Zoho CRM.

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3. Setting Up the Trigger for Razorpay Payments

In the workflow window, click on the ‘Add Trigger’ button. Search for and select ‘Razorpay’ as your trigger application. For the event, choose ‘Payment Captured’ and click on ‘Connect’. This step is crucial as it will allow Pabbly Connect to listen for payment events from Razorpay. using Pabbly Connect

Once connected, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Razorpay dashboard. Navigate to the ‘Developers’ section, then to ‘Webhooks’, and click on ‘Add Webhook’. Paste the copied URL into the webhook URL field, and select ‘Payment Captured’ as the active event.

• Copy the webhook URL from Pabbly Connect.
• Go to Razorpay, add a new webhook, and paste the URL.
• Select ‘Payment Captured’ for the event.

After saving the webhook, return to Pabbly Connect, where it will indicate that it is waiting for a webhook response. This means you need to perform a test payment to capture the response.

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4. Testing the Integration with a Payment

To test the integration, navigate to the payment page of your course and initiate a test purchase. Complete the payment process as a customer would. Once the payment is successful, Pabbly Connect will capture the response, which includes the payment details. using Pabbly Connect

After completing the test payment, return to Pabbly Connect. You should see the captured payment details in the workflow. This confirms that the trigger is functioning correctly and that Pabbly Connect is receiving data from Razorpay.

Now that you have confirmed the trigger works, the next step is to set up actions in Zoho CRM. This will involve creating a new contact and a task based on the payment information received from Razorpay.

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5. Creating Tasks in Zoho CRM via Pabbly Connect

In your Pabbly Connect workflow, click on ‘Add Action Step’ and select ‘Zoho CRM’ as the action application. For the event, choose ‘Create Contact’ and connect your Zoho CRM account by entering the required domain information. using Pabbly Connect

Once connected, map the necessary fields such as first name and last name from the Razorpay payment response. After mapping the details, click on ‘Save and Send Test Request’. This will create a new contact in Zoho CRM using the information from the payment.

Select ‘Zoho CRM’ and choose ‘Create Contact’. Map payment details to the contact fields. Click on ‘Save and Send Test Request’.

After successfully creating the contact, add another action step to create a task in Zoho CRM. Select ‘Create Task’ for the event, and map the contact information to ensure the task is linked to the correct customer. This task will help your sales team follow up with the new client effectively.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating Zoho CRM tasks whenever a payment is received on Razorpay. This integration streamlines your workflow, ensuring that your sales team can follow up promptly with new clients. By following the steps outlined in this tutorial, you can set up a seamless connection between Razorpay and Zoho CRM.