Author: Rudra Sisodiya

Learn how to send automated WhatsApp welcome messages to new Kit subscribers using Pabbly Connect in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for WhatsApp Automation

In this tutorial, we will explore how to use Pabbly Connect to send automated WhatsApp welcome messages to new subscribers in Kit. This integration is crucial for businesses looking to streamline their communication with new customers.

Using Pabbly Connect, you can easily connect Kit and WhatsApp without any coding knowledge. This saves time and ensures that your new subscribers receive instant communication upon signing up.

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2. Setting Up Pabbly Connect for Kit Integration

To get started, you need to access Pabbly Connect by visiting the official website. You will find options to sign in or sign up for free. Once you’re logged in, navigate to the dashboard.

• Click on the ‘Create Workflow’ button.
• Select the old classic method for workflow creation.
• Name your workflow as ‘Send WhatsApp Welcome Message to New Kit Subscribers Automatically’.

After naming your workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that initiates the automation.

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3. Connecting Kit to Pabbly Connect

In this section, we will connect Kit to Pabbly Connect by selecting Kit as the trigger application. Choose ‘New Subscriber’ as the trigger event. Click on the ‘Connect’ button to establish the connection.

Next, you will be prompted to enter your Kit API key and secret. To find these, log in to your Kit account, go to the profile settings, and locate the developer section. Copy the API key and secret, then paste them into the respective fields in Pabbly Connect.

• Click on ‘Add New Connection’.
• Paste the API key and secret into the fields.
• Click ‘Save’ to finalize the connection.

Once connected, test the connection by creating a new subscriber in your Kit account to ensure that Pabbly Connect captures the data correctly.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that Kit is connected to Pabbly Connect, it’s time to set up the action to send a WhatsApp message. Select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event.

Click on the ‘Connect’ button and enter your WhatsApp API details, including token, phone number ID, and WhatsApp business account ID. This information is crucial for establishing a connection between WhatsApp and Pabbly Connect.

Click ‘Add New Connection’ to input your WhatsApp API details. Map the receiver’s phone number using data from the previous step. Select the message template you created for welcoming new subscribers.

Make sure to personalize the message by mapping the subscriber’s name in the template. Finally, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully.

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5. Testing the Integration with Pabbly Connect

After setting up everything, it’s essential to test the integration to ensure it works correctly. Create a new subscriber in your Kit account and check your WhatsApp for the welcome message.

Once the new subscriber is added, you should receive a WhatsApp message that reads, ‘Hi [Subscriber Name], thank you for signing up!’ This confirms that the integration between Kit and WhatsApp via Pabbly Connect is successful.

If the message is not received, double-check the API connections and the mapping of the subscriber details in Pabbly Connect. Make sure all fields are correctly filled out and that you are using valid phone numbers.

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Conclusion

In this tutorial, we successfully integrated Kit with WhatsApp using Pabbly Connect to send automated welcome messages to new subscribers. This automation not only saves time but also enhances customer engagement. With Pabbly Connect, you can easily manage multiple integrations and streamline your business processes.

Learn how to automatically log new Facebook Lead Ads data into HubSpot CRM using Pabbly Connect with this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To log new Facebook Lead Ads data into HubSpot CRM automatically, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. This platform is essential for creating seamless integrations between applications.

Once on the Pabbly Connect page, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ button. Existing users should click ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard, where you can create workflows that connect Facebook Lead Ads with HubSpot CRM.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to select a workflow builder; choose the ‘New Workflow Builder’ for a modern experience.

• Click on ‘Create Workflow’ to start a new automation.
• Name your workflow, e.g., ‘Facebook Lead Ads to HubSpot’.
• Select a folder for your workflow if desired.

Once you have named your workflow and selected a folder, click the ‘Create’ button. This action will take you to the workflow page where you can set up triggers and actions.

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3. Setting Up the Trigger for Facebook Lead Ads

The trigger is the event that initiates your workflow in Pabbly Connect. For this integration, you will set Facebook Lead Ads as your trigger. Click on the ‘Add Trigger’ button and select Facebook Lead Ads as your trigger app.

Next, you need to choose the event that will trigger the workflow. Select ‘New Lead’ as the event. After this, click on the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect. If you have an existing connection, you can select it; otherwise, create a new one by logging into your Facebook account.

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4. Testing the Integration with a Lead Submission

To ensure that your integration works effectively, you will need to perform a test submission. Navigate to the Meta for Developers page and select the appropriate lead form associated with your Facebook page. Before submitting a new lead, delete any previous leads to avoid conflicts.

• Select your Facebook page and lead form.
• Enter the required details such as first name, last name, email, and phone number.
• Click on ‘Continue’ and then ‘Submit’ to send the lead data.

After submitting the lead form, return to Pabbly Connect and check if the response is received. This indicates that the integration is functioning correctly.

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5. Creating a Contact in HubSpot CRM

With the trigger set and tested, the next step is to create an action in HubSpot CRM using Pabbly Connect. Click on the ‘Add Action’ button and search for HubSpot. Select it as your action app and choose ‘Create Contact’ as the action event.

After connecting to HubSpot, you will need to map the fields from the Facebook Lead Ads response to the appropriate HubSpot fields. This mapping ensures that the data from the lead form is correctly transferred to your HubSpot CRM.

Map the first name, last name, email, and phone number to their corresponding fields in HubSpot. Click on ‘Save and Send Test Request’ to verify that the contact is created successfully. Check HubSpot CRM to confirm that the new contact appears in the contacts list.

Once you confirm that the contact has been created, your automation is complete. You can now automatically log new Facebook Lead Ads data into HubSpot CRM using Pabbly Connect.

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Conclusion

This tutorial has guided you through the process of logging new Facebook Lead Ads data into HubSpot CRM automatically using Pabbly Connect. By following these steps, you can streamline your lead management and sales processes effectively. Start automating your workflows today to save time and enhance productivity.

Learn how to automate pushing Google Forms enquiries to Vtiger CRM using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To push Google Forms enquiries to Vtiger CRM, start by accessing Pabbly Connect. Visit the Pabbly Connect website and sign in or create an account if you’re a new user. This platform will be your central hub for automating the integration process.

Once logged in, you can create a new workflow specifically for pushing Google Forms inquiries to Vtiger CRM. This integration will save you time by automating the data transfer process. Click on the ‘Create Workflow’ button to get started.

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2. Creating Your Workflow in Pabbly Connect

In Pabbly Connect, after clicking ‘Create Workflow’, name your workflow something like ‘Push Google Form Enquiries to Vtiger CRM’. This helps you identify the workflow later. You will then be taken to the workflow builder, where you will set up the trigger and action modules.

• Select Google Forms as the trigger application.
• Choose the trigger event as ‘New Response Received’.
• Copy the provided webhook URL for later use.

After setting up the trigger, you can now link your Google Form to this workflow. This will allow Pabbly Connect to capture responses automatically whenever a new submission is made.

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3. Linking Google Forms to Pabbly Connect

Next, navigate to your Google Form and go to the responses section. Here, you will link your form to a Google Sheet by clicking on the ‘Link to Sheets’ option. Create a new spreadsheet to store the responses. This spreadsheet will act as a middleman between Google Forms and Pabbly Connect.

Once the Google Sheet is created, you need to install the Pabbly Connect add-on. Go to the Add-ons menu, search for Pabbly Connect, and install it. After installation, go back to the Extensions menu, select Pabbly Connect, and click on ‘Initial Setup’. Here, paste the webhook URL from your Pabbly Connect workflow and specify the trigger column.

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4. Setting Up Vtiger CRM in Pabbly Connect

Now that your Google Form is connected, it’s time to set up Vtiger CRM in Pabbly Connect. In your workflow, select Vtiger as the action application and choose ‘Create New Contact’ as the action event. You will need to create a new connection by entering your Vtiger username, access key, and domain URL.

• Retrieve your username and access key from Vtiger under ‘My Preferences’.
• Enter the domain URL correctly to establish the connection.

Once the connection is established, you can map the fields from the Google Form responses to the corresponding fields in Vtiger CRM. This ensures that every new inquiry is automatically added as a new contact in your CRM.

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5. Testing the Integration

After mapping all necessary fields, it’s crucial to test the integration. Fill out your Google Form with test data and submit it. Go back to Pabbly Connect and check if the new response has been captured. You should see the response data reflected in the webhook response section.

If successful, you will receive a confirmation that the data has been sent to Vtiger CRM. Check your Vtiger dashboard to confirm that the new contact has been created. This end-to-end testing will ensure that your automation is functioning correctly.

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Conclusion

In this tutorial, we explored how to push Google Forms enquiries to Vtiger CRM using Pabbly Connect. By automating this process, you can save time and reduce manual entry errors. Follow the steps outlined to streamline your lead management effectively.

Learn how to automatically create tasks in Pipedrive from Facebook Lead Ads using Pabbly Connect in this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To create tasks in Pipedrive from Facebook Lead Ads automatically, you first need to access Pabbly Connect. Start by navigating to Pabbly’s website and clicking on the ‘Connect’ option. This platform will serve as the automation solution that integrates your Facebook Lead Ads with Pipedrive.

Once on the Pabbly Connect dashboard, you can either sign up for a new account or log in if you already have one. This integration process will allow you to streamline your lead management by automatically generating tasks in Pipedrive whenever a new lead is captured from your Facebook ads.

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2. Creating a New Workflow in Pabbly Connect

To start the integration, you must create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This action will open a dialog box where you can name your workflow, such as ‘Create Tasks from Facebook Leads’.

• Enter a descriptive name for your workflow.
• Select a folder to save your workflow for better organization.
• Choose between the classic or beta workflow builder.

After naming your workflow and selecting the appropriate folder, you can proceed to set up the trigger for your automation. This step is crucial as it defines when the automation will be activated.

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3. Setting Up the Trigger with Facebook Lead Ads

In this section, you will set up the trigger that initiates the automation process in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. This choice indicates that the workflow will be activated whenever a new lead is generated from your Facebook ads.

Next, you will need to connect your Facebook account. Click on the ‘Connect’ button and follow the prompts to allow Pabbly Connect access to your Facebook Lead Ads. Once connected, select the specific page and lead form that you want to use for this automation.

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4. Creating the Action in Pipedrive

After successfully setting up the trigger, the next step is to define the action that will occur in Pipedrive when a new lead is captured. Choose ‘Pipedrive’ as your action application and then select the action event as ‘Create Activity’. This will ensure that a new task is automatically created in your Pipedrive account.

To finalize this setup, you will need to connect your Pipedrive account to Pabbly Connect. Enter your API token from Pipedrive, which you can find in your account settings. After connecting, you will be prompted to map the data fields from the Facebook lead to the corresponding fields in Pipedrive.

• Map the lead’s first name to the corresponding field in Pipedrive.
• Map the last name and email address fields accordingly.
• Ensure all necessary fields are correctly mapped to avoid errors.

Once you have completed the mapping, save your settings to establish the connection. This will allow your Pabbly Connect automation to create tasks in Pipedrive seamlessly.

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5. Testing the Integration

To ensure everything is working correctly, it is crucial to test your integration. In Pabbly Connect, generate a test lead using the Facebook Lead Ads testing tool. This will simulate the process and help you verify that a task is created in Pipedrive as expected.

After submitting the test lead, check your Pipedrive account to confirm that the new task has been created successfully. You should see the lead’s details reflected in the task, including their name and contact information. This verification step is essential to ensure that your automation is functioning correctly.

By following these steps, you have successfully set up an automation that creates tasks in Pipedrive from Facebook Lead Ads automatically using Pabbly Connect. This integration will save you time and streamline your lead management process.

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Conclusion

In this tutorial, we explored how to automate task creation in Pipedrive from Facebook Lead Ads using Pabbly Connect. By following the detailed steps, you can streamline your workflow and ensure that no leads fall through the cracks.

Learn how to send custom thank you messages after payment via Instamojo using Pabbly Connect. Step-by-step tutorial 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 Integration

To send custom thank you messages after payment via Instamojo, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and signing up for an account if you are a new user.

Once you’ve signed in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of sending thank you messages after receiving payments through Instamojo.

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2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button on the dashboard. This action will prompt you to name your workflow, which should reflect its purpose, such as ‘Send Custom Thank You Messages After Payment via Instamojo’.

• Click on the ‘Create’ button to proceed.
• Select the folder where you want to save this workflow.
• Choose the trigger application as ‘Instamojo’.

After selecting the trigger, you will need to configure the trigger event. Choose ‘New Sale’ to ensure the workflow activates upon receiving a payment. This is where Pabbly Connect starts working to facilitate the integration.

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3. Setting Up Webhook for Instamojo

Next, you will need to set up a webhook URL provided by Pabbly Connect. Copy this URL and navigate to your Instamojo account. Here, you will add this URL in the settings to capture payment responses.

In your Instamojo account, go to the ‘Smart Pages’ section and select the page you want to link. Under the page settings, enable the webhook option and paste the copied URL. Ensure that you save the changes to activate the webhook.

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4. Testing the Integration

After setting up the webhook, it’s crucial to test the integration to confirm that everything is working correctly. Make a test payment through your Instamojo account to trigger the workflow.

Once the payment is processed, return to Pabbly Connect and check if the webhook has received the response. You should see the details of the payment, including the customer’s information and the amount.

• Verify that the payment status is ‘successful’.
• Check customer details such as name and phone number.

If the test payment is successful, you are ready to proceed to the next step in Pabbly Connect.

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5. Sending Custom Thank You Messages

In this step, you’ll configure the action to send a thank you message via SMS using Twilio. In Pabbly Connect, add an action step and select Twilio as the application.

Choose the ‘Send SMS’ action event and connect your Twilio account by entering the required credentials. In the message body, personalize the message by including the customer’s name and a thank you note for their purchase.

After completing the setup, save the workflow. Now, every time a payment is received through Instamojo, an automated thank you message will be sent to the customer via SMS.

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Conclusion

In conclusion, using Pabbly Connect to send custom thank you messages after payments via Instamojo is a straightforward process. By following the steps outlined, you can automate your customer communication effectively.

With this integration, you enhance customer satisfaction and streamline your payment processes, ensuring that every customer feels appreciated after their purchase.

Learn how to automate order management for your online store via WhatsApp using Pabbly Chatflow. Step-by-step guide to create a WhatsApp chatbot. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Chatflow for Order Management

In this tutorial, we will explore how to automate order management for online stores using Pabbly Chatflow via WhatsApp. This integration allows you to streamline customer interactions, making it easier to handle queries and provide instant responses.

Many online store owners face the challenge of managing repetitive queries on WhatsApp. With Pabbly Chatflow, you can create a WhatsApp chatbot that automatically responds to customer inquiries, reducing manual effort and enhancing customer satisfaction.

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2. Setting Up Pabbly Chatflow for WhatsApp Integration

To get started with Pabbly Chatflow, first, access the platform by visiting the Pabbly Chatflow website. If you’re new, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in.

• Visit the Pabbly Chatflow landing page.
• Click on ‘Sign In’ or ‘Sign Up for Free’.
• Access your Pabbly Chatflow dashboard.

Once logged in, you will see various tools offered by Pabbly Chatflow. To create your WhatsApp chatbot, navigate to the ‘AI Assistant’ feature, where you can set up your automated responses.

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3. Creating Your WhatsApp Chatbot with Pabbly Chatflow

To create a WhatsApp chatbot, select the ‘Add AI Assistant’ option within Pabbly Chatflow. You will be prompted to name your assistant and select the instruction type. You can either use a custom prompt or select from pre-built examples.

For this tutorial, we will choose a pre-built example. Set the temperature to control response creativity, and select the AI model you wish to use. Finally, paste your API key from OpenAI to connect your chatbot.

• Choose a name for your assistant.
• Select the instruction type (custom or pre-built).
• Set the temperature for focused or creative responses.

After configuring these settings, click ‘Save AI Assistant’ to finalize your WhatsApp chatbot setup in Pabbly Chatflow.

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4. Uploading Your Knowledge Base to Pabbly Chatflow

Once your AI assistant is created, the next step is to upload your knowledge base. This knowledge base will provide the chatbot with the necessary information to respond to customer inquiries accurately.

Prepare your knowledge base in a .txt format and upload it through the Pabbly Chatflow interface. This will allow the AI assistant to access the information needed to answer common questions such as refund policies and shipping details.

Create your knowledge base in a .txt format. Upload the file to the Pabbly Chatflow interface. Confirm the upload and check for successful integration.

After uploading, your AI assistant will be equipped to provide instant responses based on the uploaded information, enhancing customer interaction.

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5. Testing Your WhatsApp Chatbot in Pabbly Chatflow

With your WhatsApp chatbot set up and knowledge base uploaded, it’s time to test its functionality. Start a conversation by sending a message to your WhatsApp number linked to Pabbly Chatflow.

Ask common questions like ‘What is your refund policy?’ or ‘Can I get a GST invoice for my order?’ The AI assistant should respond promptly with accurate information from your knowledge base. This testing phase is crucial to ensure everything is functioning correctly.

Once testing is complete, you can activate your AI assistant to handle real-time customer queries. This will allow your online store to manage inquiries efficiently and improve customer satisfaction.

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Conclusion

In conclusion, using Pabbly Chatflow to automate order management for your online store via WhatsApp can significantly enhance customer interaction and streamline operations. By following the steps outlined in this tutorial, you can set up an effective WhatsApp chatbot that addresses customer queries instantly, making your business more responsive and efficient.

Learn how to automate the process of syncing new Housing.com leads to Google Sheets using Pabbly Connect for efficient record-keeping. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To sync new Housing.com leads to Google Sheets, the first step is to access Pabbly Connect. Open a new browser tab and enter the URL pabby.com/connect to reach the Pabbly Connect landing page. Here, you will find options to either sign in or sign up for free.

If you are an existing user, click on the sign-in button. Once logged in, you can create a new folder by clicking the plus button and naming your folder. To initiate the workflow, click on the ‘Create Workflow’ button, where you will have the option to select the new beta version for a modern experience.

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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. Name it ‘Sync New Housing.com Leads to Google Sheets for Record Keeping’. Then, select the appropriate folder you created earlier and click on ‘Create’. This action sets up the framework for your integration.

Now, you need to set up the trigger for your workflow. Click on the trigger module and select Housing.com as the application. Choose the trigger event as ‘New Leads’. After clicking on ‘Connect’, a webhook URL will be generated. This URL is crucial for automating lead capture, so copy it and configure it in your Housing.com account.

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3. Configuring the Webhook in Housing.com

Once you have copied the webhook URL from Pabbly Connect, reach out to your Housing.com account manager to activate the integration. After your account manager has configured it, return to Pabbly Connect and click on ‘Capture Webhook Response’. This step allows you to receive data from Housing.com.

After a few moments, you will see a response containing lead details such as mobile number, last name, first name, email, and city. This data is essential for the next steps. Once you have captured the response, you can proceed to the action step in Pabbly Connect.

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4. Adding Action Step to Send Data to Google Sheets

To organize the captured lead data, you will add an action step in Pabbly Connect. Click the plus icon to add an action setup. Choose Google Sheets as the application and select the action event as ‘Add New Row’. Click on ‘Connect’ to establish a connection with your Google Sheets.

• Select ‘New Connection’ and click on ‘Sign in with Google’.
• Log in with your Google account and grant access to Pabbly Connect.
• Choose the specific Google Sheet where you want to store the lead data.

Mapping the data is the next step. Here, you will insert details from the Housing.com lead response into the corresponding fields in Google Sheets. For instance, map the first name, last name, email, mobile number, and city. This automation saves time by eliminating manual data entry.

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5. Testing the Integration and Finalizing

After mapping the fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the data to Google Sheets, and you should see a response indicating the number of columns updated. This confirms that the integration has been successfully established.

To verify, check your Google Sheet. You should see that all the lead details have been automatically organized as per your mapping. Once confirmed, return to Pabbly Connect to save your workflow. After saving, your automation is ready to run smoothly, syncing new leads from Housing.com to Google Sheets.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to sync new Housing.com leads to Google Sheets for efficient record-keeping. By automating this process, you can save time and ensure accurate data management.

Learn how to automate WhatsApp payment reminders for Razorpay abandoned checkouts using Pabbly Connect. Follow our detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start sending WhatsApp payment reminders for Razorpay abandoned checkouts, first access Pabbly Connect. This platform enables seamless integration between Razorpay and WhatsApp, allowing you to automate reminder messages effectively.

Visit the Pabbly Connect website by entering Pabbly.com/connect in your browser. If you are a new user, click on ‘Sign Up for Free’. Existing users can click ‘Sign In’ to access their accounts. Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow to manage your WhatsApp payment reminders. Click on the ‘Create Workflow’ option and select the ‘New Beta Version’ for a modern experience.

• Name your workflow: ‘Send WhatsApp Payment Reminders for Razorpay Abandoned Checkouts’.
• Choose a folder for better organization.
• Click on ‘Create’ to finalize the workflow setup.

Your workflow is now created, and you will be redirected to the workflow interface where you can set up triggers and actions.

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3. Setting Up the Trigger for Razorpay

The next step in Pabbly Connect is to set up a trigger that will initiate the workflow when a Razorpay payment fails. Click on the trigger module and select Razorpay as the application.

Choose the event as ‘Payment Failed’. This event triggers the workflow whenever a payment is marked as failed. After selecting the event, you will be prompted to connect your Razorpay account by providing a webhook URL.

• Log into your Razorpay account and navigate to settings.
• Find the ‘Webhooks’ section under account settings.
• Add a new webhook by pasting the URL provided by Pabbly Connect.

Once the webhook is set up, return to Pabbly Connect and capture the webhook response to ensure the integration is working correctly.

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4. Setting Up the Action with WhatsApp Cloud API

After successfully capturing the webhook response, the next step in Pabbly Connect is to set up the action that sends WhatsApp messages. Click on the plus icon to add an action step and select WhatsApp Cloud API as the application.

Choose the event ‘Send Template’ to configure how the message will be sent. You will need to connect your WhatsApp Cloud API account by providing the necessary credentials such as token, phone number ID, and WhatsApp business account ID.

Visit the Meta for Developers page to generate your access token. Copy the token and fill in the required fields in Pabbly Connect. Ensure all required fields are filled correctly to establish the connection.

Once the connection is established, you can proceed to map the data fields from Razorpay to WhatsApp for sending personalized messages.

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5. Mapping Data and Sending WhatsApp Messages

The final step involves mapping the data collected from Razorpay to the WhatsApp message template. In Pabbly Connect, select the template you created for payment reminders.

Map the variables such as customer name, phone number, and amount to personalize the message. Ensure that you select the correct language code and specify whether your template has a header.

Click on ‘Save and Send Test Request’ to test the integration. If successful, you will see the message appear in your WhatsApp, confirming that the automation is working as intended.

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Conclusion

By following these steps, you can automate WhatsApp payment reminders for Razorpay abandoned checkouts using Pabbly Connect. This integration not only saves time but also enhances customer engagement by sending timely reminders. Start using Pabbly Connect today to streamline your payment processes and improve customer satisfaction.

Learn how to automate adding new customers from JustDial to Airtable using Pabbly Connect. Step-by-step guide 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. Introduction to Pabbly Connect for Automation

In this section, we will discuss how to use Pabbly Connect to automate the addition of new customers from JustDial to Airtable. This integration streamlines the process of managing customer leads, saving time and effort. By using Pabbly Connect, you can eliminate the need for manual data entry, ensuring that every inquiry is recorded accurately.

As a service-based business owner, receiving leads in real-time from JustDial and organizing them in Airtable is crucial. With Pabbly Connect, you can set up an automated workflow that captures new leads instantly. This allows you to focus more on follow-ups and service delivery without the hassle of manual entries.

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2. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website at www.Pabbly.com/connect. Here, you will find options to either sign in or sign up for free. If you’re a new user, you can create an account and enjoy 100 free tasks every month.

Once signed in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Choose the new beta method for building your workflow, as it offers a more streamlined experience.

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3. Creating Your Workflow in Pabbly Connect

After selecting the new beta method, you need to name your workflow. For instance, you could name it ‘Add New Customers from JustDial to Airtable Automatically’. Next, select a folder for your workflow and click on the ‘Create’ button. This will initialize your automation setup in Pabbly Connect.

• Name your workflow appropriately.
• Select a folder for better organization.
• Click on the ‘Create’ button to proceed.

Now, you will set up the trigger step. In Pabbly Connect, triggers are crucial as they initiate the workflow. Select JustDial as your trigger application and choose ‘New Leads’ as the trigger event. Click the ‘Connect’ button to establish the connection.

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4. Connecting JustDial to Pabbly Connect

Upon clicking the connect button, Pabbly Connect will provide you with a webhook URL. This URL is essential for linking your JustDial account with Pabbly Connect. Reach out to your JustDial account manager and provide them with this URL to complete the integration setup.

After setting up the webhook, you can test the connection. Once a new lead is added in JustDial, Pabbly Connect will capture the lead’s details, such as first name, last name, email, and phone number. This data will be used in the next action step.

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5. Adding Airtable as an Action Step

Now that the trigger is set, it’s time to add Airtable as your action application in Pabbly Connect. Select Airtable and choose ‘Create Record’ as the action event. Click the ‘Connect’ button to link your Airtable account.

Once connected, select the base that contains your leads data, such as ‘JustDial Leads’, and choose the appropriate table. You will need to map the fields from your JustDial leads to the Airtable fields, ensuring that the first name, last name, email, phone number, and message are correctly populated.

• Select the base name from Airtable.
• Map the fields accurately from JustDial to Airtable.
• Click ‘Save and Send Test Request’ to complete the setup.

After saving, you should see a response indicating that the record has been created successfully in Airtable. Refresh your Airtable to verify that the new lead appears as intended. This confirms that JustDial is now successfully integrated with Airtable through Pabbly Connect.

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Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of adding new customers from JustDial to Airtable seamlessly. This integration not only saves time but also ensures accurate data management. By following the steps outlined, you can set up this automation effortlessly, focusing more on your business rather than manual data entry.

Learn how to automatically notify your Discord team when a Facebook lead form is submitted using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To alert your Discord team when a Facebook lead form is submitted, you first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. This platform is crucial for automating the integration between Facebook and Discord.

Once on the Pabbly Connect page, you have two options: sign in if you are an existing user or sign up for free if you are new. As a new user, you will receive 100 free tasks per month to explore the application. After signing in, you will be directed to the Pabbly Connect dashboard.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start setting up your automation. You will be prompted to choose between the new workflow builder and the classic one. Select 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 select a folder for it.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This will open the workflow window where you can set up the trigger and action. Remember, triggers determine when the automation starts, while actions define what happens next.

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3. Setting Up the Trigger for Facebook Lead Ads

To set up the trigger, click on the ‘Add Trigger’ button and search for ‘Facebook Lead Ads’. Select it as your trigger application. For the trigger event, choose ‘New Lead Instant’ and click ‘Connect’. using Pabbly Connect

Next, you’ll need to connect your Facebook Lead Ads account by clicking on ‘Add New Connection’. After selecting your Facebook account, click ‘Continue’. Once connected, select the Facebook page and the specific lead form you want to monitor.

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4. Capturing the Response from Facebook Lead Ads

After selecting the page and lead form, click ‘Save and Send Test Request’. Pabbly Connect will now wait for a webhook response. To capture this response, you need to submit a test lead. using Pabbly Connect

Open a new tab and navigate to the Meta for Developers page. Use the Lead Ads Testing Tool to create a test lead by selecting your page and form. Fill in the required details and submit the form. Once submitted, Pabbly Connect will capture the lead details.

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5. Notifying Your Discord Team

After successfully capturing the lead, it’s time to notify your Discord team. Click on ‘Add Action’ and select ‘Discord’ as the action application. Choose ‘Send Channel Message Markdown’ as the action event and click ‘Connect’. using Pabbly Connect

To get the webhook URL, go to your Discord server settings, navigate to ‘Integrations’, and select ‘Webhooks’. Create or edit a webhook to obtain the URL. Paste this URL into the Pabbly Connect workflow. Finally, customize the message with lead details using mapping from the previous step.

Once everything is set, click ‘Save and Send Test Request’. Pabbly Connect will send the notification to your Discord channel, confirming the setup is successful.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically notify your Discord team when a Facebook lead form is submitted. With these steps, you can streamline your lead management process and ensure your team is always informed.