Author: Rudra Sisodiya

Learn how to automate user registration into Thinkific courses from Razorpay payments using Pabbly Connect. Step-by-step guide with detailed instructions. 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. Access Pabbly Connect for Integration

To register users into Thinkific courses from Razorpay payments, you need to access Pabbly Connect. This automation tool simplifies the integration process without any programming knowledge. Start by visiting the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser.

Once on the Pabbly Connect 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 receive 100 free tasks every month to explore the application. After signing in, navigate to the dashboard and select ‘Create Workflow’ to begin setting up your automation.

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2. Create a Workflow in Pabbly Connect

In the workflow creation process, you will need to choose between the new and classic workflow builders. The new workflow builder is recommended for its modern interface and flexibility. Select it and name your workflow as ‘Register Users into Thinkific Course from Razorpay Payments’. Save it in your preferred folder on the dashboard. using Pabbly Connect

• Select the new workflow builder for a modern interface.
• Enter the workflow name for easy identification.
• Choose a folder to save your workflow.

After creating the workflow, you will be directed to the workflow window where you can set up triggers and actions. The trigger is the event that starts the workflow, while the action is what happens as a result. For this integration, you will be setting Razorpay as the trigger application.

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3. Set Razorpay as the Trigger Application

To set Razorpay as the trigger application, click on the ‘Add Trigger’ button. Search for ‘Razorpay’ and select it. For the trigger event, choose ‘Payment Captured’. This event will initiate the workflow whenever a payment is successfully made through Razorpay.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to create a connection in your Razorpay account. Navigate to your Razorpay account, go to the Developers section, and select Webhooks. Here, click on ‘Add New Webhook’ and paste the copied URL.

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4. Add Filter Conditions for Course Registration

To ensure that only users purchasing specific courses are registered, you need to add a filter condition in Pabbly Connect. After setting up the trigger, choose ‘Add Action’ and select ‘Filter’ as the action application. This feature allows you to create conditions for your workflow.

• Select the filter type as ‘Equals’.
• Enter the course name as ‘PHP Course for Beginners’.
• Save and test the filter condition.

This filter will ensure that only payments made for the specified course will continue through the workflow. If the condition is met, the workflow proceeds to enroll the user in Thinkific.

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5. Enroll Users in Thinkific Course

Once the filter condition is satisfied, the next step is to enroll the user in Thinkific. Add another action step and select Thinkific as the action application. For the action event, choose ‘Create User’. This will allow you to create a new user in your Thinkific account based on the payment information from Razorpay.

Connect your Thinkific account by entering the required subdomain, which you can find in your Thinkific account URL. After connecting, map the user details such as first name, last name, and email address from the previous step’s response. This mapping process enables Pabbly Connect to automatically populate user information.

Lastly, after creating the user, add another action step to enroll the user in the PHP course. Select the ‘Enroll User’ action in Thinkific, map the user ID from the previous step, and select the course. This completes the automation process, ensuring that whenever a payment is made via Razorpay, the user is automatically registered in Thinkific.

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Conclusion

By following this tutorial, you can seamlessly integrate Razorpay with Thinkific using Pabbly Connect. This automation allows for automatic user registration into your courses upon payment, streamlining your workflow and enhancing user experience. Try it today to simplify your course management!

Learn how to automate the creation of new contacts in Zoho CRM from Google Forms submissions using Pabbly Connect. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate the creation of new contacts in Zoho CRM from Google Forms submissions, you first need to access Pabbly Connect. This platform allows you to connect multiple applications seamlessly, making automation straightforward and efficient.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account. Once signed in, navigate to the dashboard where you can create and manage your automation workflows.

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2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button to initiate the process. You will be prompted to name your workflow, which should reflect its purpose, such as ‘Create Contact in Zoho CRM from Google Forms Submission’.

• Click on the ‘Create’ button to proceed.
• Select the ‘Google Forms’ app as your trigger application.
• Choose the event as ‘New Response Received’.

After setting up the trigger, Pabbly Connect will generate a webhook URL. This URL is essential for linking your Google Form to Pabbly Connect, allowing it to receive data automatically when a form is submitted.

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3. Setting Up Google Forms to Trigger Pabbly Connect

Now, you need to set up your Google Form to send submissions to Pabbly Connect. Open your Google Form and go to the ‘Responses’ tab. Here, you will connect the form to the webhook URL generated earlier.

• Click on the ‘Extensions’ menu and select ‘Add-ons’.
• Search for the Pabbly Connect add-on and install it.
• Once installed, open the add-on and paste the webhook URL.

After pasting the URL, ensure that the last column of your Google Sheet is set to receive the data from the form. This step is crucial for the automation to work effectively.

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4. Mapping Data to Zoho CRM Using Pabbly Connect

With the Google Form set up, you can now map the data to create a new contact in Zoho CRM through Pabbly Connect. For this, select Zoho CRM as your action application in the workflow.

Choose the action event as ‘Create Contact’. You will need to connect your Zoho CRM account to Pabbly Connect, providing necessary permissions for data access. Once connected, you can map the fields from your Google Form to the corresponding fields in Zoho CRM.

Map the first name, last name, email address, and other relevant fields. Ensure all required fields in Zoho CRM are filled correctly to avoid errors. Save your workflow and test it to ensure everything works as expected.

Once the mapping is complete, you can send a test request to ensure that a new contact is created successfully in Zoho CRM when a new form submission occurs.

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5. Testing the Automation Workflow

Finally, it’s time to test your automation setup using Pabbly Connect. Submit a test entry through your Google Form to see if the data is correctly captured and transferred to Zoho CRM.

Check your Zoho CRM account to confirm that the new contact has been created with the correct information. If everything is set up correctly, you should see the new contact reflecting the details you submitted.

If the test is successful, your automation is fully operational. You can now automate the process of adding new contacts to Zoho CRM from Google Forms submissions without any manual effort.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, using Pabbly Connect allows you to automate the process of creating new contacts in Zoho CRM from Google Forms submissions efficiently. With this integration, you can streamline your lead management process and save valuable time.

Learn how to capture leads from Instagram Ads and add them to Salesforce using Pabbly Connect with this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To capture leads from Instagram Ads and add them to Salesforce, start by accessing Pabbly Connect. This powerful automation platform allows you to seamlessly integrate these applications.

Navigate to the Pabbly Connect website by entering www.Pabbly.com/connect in your browser. You will see options to either sign in or sign up. If you’re a new user, click on ‘Sign Up Free’. Existing users can directly log in.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to start building your automation.

You will be prompted to choose between two workflow builders: the new workflow builder (beta) and the classic version. Select the new workflow builder for a more modern experience. Name your workflow, for example, ‘New Leads to Salesforce from Instagram Lead Ads’ and click ‘Create’.

• Click on ‘Create Workflow’
• Choose the new workflow builder
• Name your workflow and click ‘Create’

Your new workflow will now be created successfully, and you will see an option to add a trigger for the workflow.

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3. Setting Up the Trigger for Instagram Lead Ads

In Pabbly Connect, the trigger is the event that starts your workflow. For this integration, select ‘Instagram Lead Ads’ as your trigger application. Click on the ‘Add Trigger’ button to proceed.

In the trigger setup, search for and select ‘Instagram Lead Ads’. You will then choose the event that triggers the workflow, which is the ‘New Lead’ event. Click ‘Connect’ to establish the connection between Pabbly Connect and your Instagram account.

• Select ‘Instagram Lead Ads’ as the trigger
• Choose the ‘New Lead’ event
• Click ‘Connect’ to link your Instagram account

After successfully connecting, you will set up the lead form from which you want to capture leads. Select your page and the corresponding lead form.

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4. Adding Action to Create Leads in Salesforce

After the trigger is set up, you will now add an action to create a lead in Salesforce. Right-click on the Instagram Lead Ads trigger and select ‘Add Action Step’. Search for and choose ‘Salesforce’ as your action application.

Next, select the action event, which is ‘Create Lead’. Click ‘Connect’ to establish a connection between Pabbly Connect and Salesforce. If you have an existing connection, you can select it, or create a new one by clicking ‘Add New Connection’.

Select ‘Salesforce’ as the action application Choose ‘Create Lead’ as the action event Connect to Salesforce

After connecting, map the fields from your Instagram lead ads to Salesforce fields. This mapping will ensure that the data flows correctly from Instagram to Salesforce.

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5. Testing Your Integration

With your workflow set up, it’s time to test the integration. Go back to your Instagram lead ads form and submit a test lead. Ensure that you fill in the required fields and submit the form.

After submitting, return to Pabbly Connect and check if the lead has been captured successfully. You should see the lead details populated in Salesforce as a new lead. This confirms that the integration is working as intended.

Submit a test lead in your Instagram lead ads form Check Pabbly Connect for lead details Verify the lead appears in Salesforce

If everything is set up correctly, you should see your new lead reflected in Salesforce, completing the integration process.

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Conclusion

In this tutorial, we demonstrated how to capture leads from Instagram Ads and automatically add them to Salesforce using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and enhance your marketing efforts.

Learn how to sync Google Sheets data to HubSpot CRM for lead management using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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 sync Google Sheets data to HubSpot CRM, you will first need to access Pabbly Connect. This platform serves as the central hub for all integrations, allowing you to automate your workflow seamlessly.

Open your web browser and enter the URL www.Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account. If you are new, click on ‘Sign up free’; otherwise, log in with your existing credentials.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to start building your integration. You will be prompted to select a workflow builder; choose the ‘New Workflow Builder’ for a modern experience.

• Click on ‘Create Workflow’.
• Name your workflow, e.g., ‘Google Sheets to HubSpot’.
• Select the appropriate folder for your workflow.

After naming your workflow, click the ‘Create’ button. You will now be on the workflow page, where you can set up your trigger and actions.

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3. Setting Up the Trigger from Google Sheets

In this step, you will configure the trigger that initiates the workflow. Click on the ‘Add Trigger’ button and select ‘Google Sheets’ as your trigger app. The trigger event should be set to ‘New or Updated Spreadsheet Row’ to capture new leads.

Next, click the ‘Connect’ button to authorize Pabbly Connect to access your Google Sheets. A webhook URL will be generated; copy this URL and paste it into your Google Sheets add-on for Pabbly Connect Webhooks.

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4. Configuring Google Sheets with Pabbly Connect

Navigate to your Google Sheet and go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• Select ‘Pabbly Connect Webhooks’ from ‘Extensions’.
• Click on ‘Initial Setup’ and paste the copied webhook URL.
• Set the trigger column to the final data column (e.g., Column D).

After pasting the URL and setting the trigger column, click ‘Submit’. Your Google Sheet is now configured to send data to Pabbly Connect.

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5. Setting Up the Action in HubSpot CRM

Now that your trigger is set up, it’s time to configure the action in HubSpot. Click on the ‘Add Action Step’ option and select HubSpot CRM as your action app. Choose the action event ‘Create Contact’ to add new leads to your CRM.

Click the ‘Connect’ button to authorize Pabbly Connect with your HubSpot account. You can either choose an existing connection or create a new one. After connecting, you will need to map the fields from your Google Sheets to HubSpot, ensuring that data flows correctly.

Map the email field from Google Sheets to HubSpot. Map the first name and last name fields accordingly. Ensure the phone number field is also mapped.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration is working. Check your HubSpot CRM to confirm that the contact has been created successfully.

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Conclusion

In this tutorial, we demonstrated how to sync Google Sheets data to HubSpot CRM for effective lead management using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that every new entry in Google Sheets is instantly reflected in HubSpot CRM. Start leveraging Pabbly Connect today to streamline your workflows and enhance productivity.

Learn how to automate appointment scheduling for beauty salons on WhatsApp using Pabbly Chatflow. Follow these detailed steps for seamless integration. Master conversational marketing with practical techniques for creating chatbots that engage visitors at exactly the right moment in their journey.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Appointment Scheduling

To automate appointment scheduling for beauty salons using Pabbly Chatflow, start by accessing the platform. Visit the Pabbly Chatflow website and sign in or create a new account if you are a first-time user. using Pabbly Connect

Once logged in, you will be directed to your dashboard where you can manage your AI assistants. Pabbly Chatflow is the central hub for integrating WhatsApp with your appointment scheduling system.

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2. Setting Up WhatsApp Integration with Pabbly Chatflow

After accessing your Pabbly Chatflow account, the next step is to set up WhatsApp integration. This is essential for automating communications with your clients. Click on the ‘Add WhatsApp Number’ button located at the top right corner of your dashboard. using Pabbly Connect

• Select the preferred method for WhatsApp connection.
• Follow the prompts to complete the connection process.
• Ensure you have your WhatsApp Business Account details ready.

By integrating WhatsApp with Pabbly Chatflow, you enable automatic responses and appointment scheduling directly through your WhatsApp communication.

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3. Creating an AI Assistant for Your Salon

Once WhatsApp integration is complete, you can create an AI assistant to handle client queries and schedule appointments. Click on the ‘Add AI Assistant’ button in your Pabbly Chatflow dashboard. Provide a name for your assistant, such as ‘Radiant Glow’. using Pabbly Connect

Select the type of instructions for your AI assistant. For appointment scheduling, choose the AI agent type. This configuration allows your assistant to respond to client messages effectively.

• Set the temperature for responses to control creativity.
• Choose the AI model based on your needs.
• Input your API key from OpenAI to enable functionalities.

With these settings, your AI assistant will be ready to manage appointments and respond to client inquiries on WhatsApp.

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4. Configuring Assistant Settings in Pabbly Chatflow

After creating your AI assistant, it’s crucial to configure its settings to ensure it operates smoothly. Navigate to the assistant settings and set your header and footer messages that will be displayed to clients. using Pabbly Connect

Additionally, you can add initial messages that the assistant will send when a client initiates a chat. For example, set a message like, ‘Hello! How can I assist you today?’ This helps in engaging clients right from the start.

Enable AI auto-reply settings for seamless communication. Customize fallback messages for unrecognized queries. Set knowledge sources to provide accurate information to clients.

These configurations ensure that your AI assistant is effective in managing client interactions and scheduling appointments efficiently.

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5. Testing Your AI Assistant on WhatsApp

Once your AI assistant is fully configured, it’s time to test its functionality. Send a message to your connected WhatsApp number, such as ‘I need help with booking an appointment.’ Your AI assistant should respond automatically with relevant information. using Pabbly Connect

For instance, it might reply with a message detailing the services offered, pricing, and available appointment slots. This demonstrates how Pabbly Chatflow facilitates seamless communication and appointment scheduling.

Ensure to test various queries to confirm that your AI assistant handles them effectively. If adjustments are needed, revisit the Pabbly Chatflow settings to refine responses and improve user experience.

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Conclusion

Automating appointment scheduling for beauty salons on WhatsApp using Pabbly Chatflow is a straightforward process. By following these steps, you can enhance client engagement and streamline your booking system effectively.

Learn how to integrate Housing.com leads into your Notion Property Tracker 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 log Housing.com leads into your Notion Property Tracker, first, you need to access Pabbly Connect. Start by opening a new tab and searching for ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect landing page, where you can sign up or log in.

If you are a new user, click on the ‘Sign up for free’ button to get started with 100 free tasks every month. For existing users, simply click on the ‘Sign in’ button. After logging in, you will see various tools offered by Pabbly, but for this integration, you will specifically use Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once you are in your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder; choose between the new or classic one. For this tutorial, select the classic builder. Enter a name for your workflow, such as ‘Housing to Notion Leads’, and choose a folder to save it in.

Upon clicking ‘Create’, you will be directed to the workflow window, which consists of a trigger and an action. The trigger indicates when the workflow starts, and the action specifies what happens next. In this case, the trigger will be Housing.com, and the action will be Notion.

• Click on ‘Create Workflow’.
• Select the classic workflow builder.
• Name your workflow and select a folder.

This setup is crucial as it lays the foundation for how Pabbly Connect will automate the integration between Housing.com and Notion.

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3. Setting Up the Trigger with Housing.com

In the workflow window, select Housing.com as the trigger application. For the trigger event, choose ‘New Leads’. After selecting this, Pabbly Connect will provide you with a webhook URL. This URL needs to be configured in your Housing.com account to enable lead capture.

To do this, you will need to contact a representative from Housing.com as the platform does not allow users to add webhooks directly. Once they configure the webhook with your provided URL, your integration will be activated. After activation, whenever you receive a new lead, the details will be captured by Pabbly Connect.

• Select Housing.com as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once the webhook is configured, you can test the setup by capturing the response in Pabbly Connect, which will show the lead details received.

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4. Configuring the Action to Log Leads in Notion

After successfully setting up the trigger, the next step is to configure the action to log leads into Notion. In your Pabbly Connect workflow, select Notion as the action application. For the action event, choose ‘Create Database Item’.

To connect your Notion account, click on ‘Add New Connection’ and authorize Pabbly Connect to access your Notion database. You will need to select the specific page in Notion where you want the lead details to be added. After granting permission, you will see an authorization successful message.

Select Notion as the action application. Choose ‘Create Database Item’ as the action event. Authorize Pabbly Connect to access your Notion account.

Now, you can map the lead details from Housing.com to the corresponding fields in your Notion database. This mapping makes the data dynamic, allowing it to update automatically with each new lead.

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5. Finalizing the Integration and Testing

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test lead to your Notion database to ensure everything is working correctly. If successful, you will see the lead details reflected in your Notion Property Tracker.

With this setup, every time a new lead comes in from Housing.com, it will automatically be logged into your Notion database without any manual intervention. This automation saves time and ensures that you never miss a lead.

In conclusion, using Pabbly Connect to integrate Housing.com leads into Notion is an efficient way to manage your real estate leads. By following these steps, you can streamline your workflow and focus more on closing deals rather than data entry.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In this tutorial, we explored how to log Housing.com leads into Notion Property Tracker using Pabbly Connect. By automating this process, you can effectively manage your leads and improve your productivity.

Learn how to automate sending personalized WhatsApp offers to repeat Stripe customers using Pabbly Connect. Step-by-step tutorial included. 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 send personalized WhatsApp offers to repeat Stripe customers, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a new account.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow to integrate Stripe with WhatsApp. This integration will allow you to automate the sending of offers to your customers based on their payment activities.

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2. Creating a New Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect to set up the automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow.

• Enter a name for your workflow, such as ‘Send Personalized WhatsApp Offers to Repeat Stripe Customers’.
• Select a folder to save your workflow, or create a new one if needed.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will be taken to the workflow builder where you can set up triggers and actions to automate the process of sending WhatsApp messages.

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3. Setting Up the Trigger for Stripe Payments

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Stripe’ as your trigger application and choose the event ‘New Charge’. This event will trigger the workflow whenever a new payment is received.

After selecting the event, click on the ‘Connect’ button to link your Stripe account with Pabbly Connect. You will need to copy the webhook URL provided by Pabbly Connect and set it up in your Stripe account to receive payment notifications.

• Log in to your Stripe account and navigate to the ‘Developers’ section.
• Select ‘Webhooks’ and click on ‘Add Endpoint’.
• Paste the copied webhook URL and select the ‘Charge.succeeded’ event.

After setting up the webhook, you can test the connection to ensure that Pabbly Connect is receiving data from Stripe correctly.

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4. Retrieving Customer Data from Stripe

Now that the trigger is set up, the next step is to retrieve customer data from Stripe using Pabbly Connect. Add an action step to your workflow and select ‘Stripe’ again as the action application. This time, choose the event ‘Get Customer by Email’.

In this action step, you will map the email address of the customer from the previous step to retrieve their details. This allows you to get the customer’s phone number, which is necessary for sending WhatsApp messages.

Select the existing connection to Stripe in Pabbly Connect. Map the email address from the trigger step to the email field in this action step. Click on ‘Save & Send Request’ to retrieve the customer data.

Once the customer data is retrieved, you will have access to their phone number, which will be used in the next step to send the WhatsApp message.

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5. Sending the WhatsApp Message

In the final step, you will send the personalized WhatsApp message using Pabbly Connect. Add another action step and select ‘WhatsApp Cloud API’ as the action application. Choose the event ‘Send Template Message’.

Here, you need to configure the message template that you want to send to your customers. Ensure that you use the phone number retrieved in the previous step and map it to the recipient’s phone number field.

Select the template you created for sending offers. Map the customer’s name and any other dynamic fields to personalize the message. Click on ‘Save & Send Request’ to send the message.

After completing this step, your automated workflow is set up! Whenever a new payment is received in Stripe, a personalized WhatsApp message will be sent to the customer automatically, enhancing customer loyalty and engagement.

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Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to send personalized WhatsApp offers to repeat Stripe customers. By following these steps, you can automate your communication process and improve customer retention effectively.

Learn how to send bulk webinar invitations automatically using Gmail for Google Form leads with Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Webinar Invitations

To send bulk webinar invitations automatically using Gmail for Google Form leads, you first need to access Pabbly Connect. Start by opening your browser and searching for ‘Pabbly.com/connect’. This will take you to the Pabbly Connect landing page.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to get started. Existing users can simply click on ‘Sign In’ to access their accounts. Once signed in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and choose the ‘New’ option for a modern interface. Enter a name for your workflow, such as ‘Send Bulk Webinar Invitations Automatically Using Gmail for Google Form Leads’, and select a folder to save it in.

• Click on ‘Create’ to open the workflow window.
• In the workflow window, you will set up a Trigger and Action.
• Select Google Forms as the trigger application.

Once you have set up the trigger, you will be ready to connect Google Forms with Gmail using Pabbly Connect. This integration allows you to automate the sending of webinar invitations seamlessly.

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3. Setting Up the Trigger with Google Forms

To set up the trigger in Pabbly Connect, click on the ‘Add Trigger’ button and select Google Forms as your trigger application. For the trigger event, choose ‘New Response Received’. After that, connect your Google account and allow permissions as prompted.

Pabbly Connect will provide you with a Webhook URL. Copy this URL and navigate to your Google Forms. Ensure that the last question in your form is marked as required so that it can serve as the trigger column for your responses.

• Link your Google Form to a Google Sheets spreadsheet.
• Install the Pabbly Connect Webhooks add-on in your Google Sheets.
• Paste the Webhook URL into the initial setup of the add-on.

Once you have completed these steps, your Google Forms will be successfully connected to Pabbly Connect, ready to capture new responses automatically.

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4. Sending Automated Emails via Gmail

After setting up the trigger, the next step is to send automated emails to registrants using Gmail. In your Pabbly Connect workflow, click on ‘Add Action Step’ and select Gmail as the action application. For the action event, choose ‘Send Email V1’.

Connect your Gmail account by selecting ‘Add a New Connection’ and signing in with your Google account. Once connected, you will need to map the recipient’s email address from the previous step’s response. This allows the email to be sent to the correct registrant automatically.

Fill in the sender’s name, subject, and email content. Use HTML format for attractive email content. Test the email by clicking on ‘Save and Send Test Request’.

Once you have tested your email, you will see the confirmation that the email has been sent successfully. This completes the setup for sending bulk webinar invitations using Pabbly Connect.

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5. Testing the Automation

To ensure that your automation is working correctly, conduct a test submission through your Google Form. Fill out the form with dummy data and submit it. After submitting, check your Gmail inbox to see if the automated email has been received.

If everything is set up correctly, you will receive an email with the webinar invitation shortly after submitting the form. This demonstrates that Pabbly Connect is effectively capturing the form responses and triggering the email action as intended.

Now, you can confidently use this automation for your webinars. With Pabbly Connect, you can streamline your workflow and ensure that every registrant receives their invitation automatically, enhancing your webinar management process.

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Conclusion

Using Pabbly Connect to send bulk webinar invitations automatically via Gmail for Google Form leads simplifies the registration process. By following this detailed tutorial, you can efficiently set up your automation and enhance your webinar outreach.

Learn how to effectively use Pabbly Chatflow to create a WhatsApp chatbot for scheduling appointments in spas and salons. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Getting Started with Pabbly Chatflow

To use Pabbly Chatflow for scheduling appointments, first, access the platform by visiting Pabbly Chatflow at Pabbly.com. Once there, sign up or log into your account to begin creating your WhatsApp chatbot.

Pabbly Chatflow allows you to connect your WhatsApp account seamlessly. After logging in, you can set up your WhatsApp number by clicking on the ‘Add WhatsApp Number’ button. This is crucial for enabling communication through the chatbot.

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2. Creating Your WhatsApp Chatbot in Pabbly Chatflow

Once your WhatsApp number is connected, you can start building your chatbot. In Pabbly Chatflow, click on the ‘Add Flow’ button to create a new flow for your WhatsApp chatbot. Name your flow appropriately, such as ‘WhatsApp Chatbot for Scheduling Appointments’.

• Select a trigger event for your flow.
• Choose keywords or regex patterns to activate the chatbot.
• Design the response messages for user interactions.

After naming your flow, you will be prompted to set up triggers for your chatbot. This is where you define what messages will activate the chatbot, ensuring it responds to customer inquiries about appointment scheduling.

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3. Configuring Appointment Scheduling with Pabbly Chatflow

Next, you need to configure the appointment scheduling process within the chatbot. In Pabbly Chatflow, create a list of services offered, such as massages and facials. You can do this by dragging and dropping the list component into your flow.

• Add items to your services list with descriptions.
• Include options for customers to select their desired treatment.
• Set up follow-up questions to gather user details like name and preferred appointment time.

This setup allows customers to choose their preferred treatment and provide necessary details, which will be captured in your Google Sheets through Pabbly Connect integration.

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4. Integrating Google Sheets with Pabbly Chatflow

To store appointment details, integrate Google Sheets with your Pabbly Chatflow setup. In your Pabbly account, navigate to Pabbly Connect and create a new workflow that connects your WhatsApp chatbot to Google Sheets. using Pabbly Connect

Select Pabbly Chatflow as the trigger application and choose the event as ‘New Message Received’. This will ensure that every time a customer books an appointment, their details are automatically recorded in your Google Sheets.

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5. Testing Your WhatsApp Chatbot Integration

After completing the setup, it’s essential to test your WhatsApp chatbot to ensure it works as intended. Send a message to your WhatsApp number using the phrase you defined as a keyword to trigger the chatbot.

Check the responses and ensure that the appointment details are being recorded in your Google Sheets correctly. This final testing phase is crucial to confirm that your Pabbly Chatflow integration is functioning seamlessly.

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Conclusion

In this tutorial, we explored how to use Pabbly Chatflow to create a WhatsApp chatbot for scheduling appointments in spas and salons. By following these steps, you can automate your appointment booking process effectively.

Learn how to use Pabbly Connect to send automated WhatsApp messages after collecting leads from Facebook Lead Ads. Step-by-step tutorial included. 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 send automated WhatsApp messages after Facebook Lead Ads, you’ll first need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for an account if you haven’t already. Once you have an account, log in to access the dashboard.

After logging in, you will see various applications provided by Pabbly. Click on the Pabbly Connect option to begin setting up your automation process for sending WhatsApp messages.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you can create a new workflow to automate the sending of WhatsApp messages. Click on the ‘Create Workflow’ button to start. You will be prompted to name your workflow, for example, ‘Send WhatsApp Messages After Facebook Lead Ads’.

• Choose a meaningful name for your workflow.
• Select the trigger event as ‘Facebook Lead Ads’.
• Connect your Facebook account through Pabbly Connect.

After naming your workflow, click on the ‘Create’ button. This will take you to the workflow setup page where you can define your trigger and action events.

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3. Setting Up Facebook Lead Ads as Trigger

In this section, you will set up the trigger for your workflow. Select ‘Facebook Lead Ads’ as your app, and then choose ‘New Lead’ as the trigger event. This ensures that every time a new lead is generated, it will activate your workflow in Pabbly Connect.

Next, you will need to connect your Facebook account. Click on ‘Add New Connection’ and follow the prompts to log in and authorize Pabbly Connect to access your Facebook Lead Ads. Once connected, select the specific Facebook page and lead form you want to use.

• Choose the Facebook page linked to your ads.
• Select the lead ad form that captures user details.

After setting these parameters, it’s important to test the connection by submitting a dummy lead to ensure that everything is working correctly.

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4. Setting Up WhatsApp as Action

With your trigger set, the next step in Pabbly Connect is to define the action, which will send the WhatsApp message. Select ‘WhatsApp Cloud API’ as your action app and choose ‘Send Template Message’ as the action event.

Now, you will need to connect your WhatsApp Cloud API account. Click on ‘Add New Connection’ and enter the required details such as your WhatsApp Business Account ID and token. This connection is crucial for sending messages through WhatsApp.

Input your WhatsApp Business Account ID. Provide the token generated from your WhatsApp API. Map the recipient’s phone number from the lead data.

Once you have configured the WhatsApp connection, customize your message template and ensure all required fields are filled out. Finally, save your settings and test the action to confirm that the WhatsApp message is sent successfully.

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5. Finalizing Your Automation Process

After successfully setting up both the trigger and action in Pabbly Connect, it’s time to finalize your automation. Ensure that all connections are tested and functioning correctly. You can do this by submitting another test lead through your Facebook Lead Ads.

Check your WhatsApp to see if the automated message is received. If everything works as expected, your automation is now complete! You can sit back and let Pabbly Connect handle the communication with your leads automatically.

Remember that you can always return to Pabbly Connect to make adjustments to your workflow as necessary. This flexibility allows you to optimize your messaging strategy over time.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send automated WhatsApp messages after collecting leads from Facebook Lead Ads. By following these steps, you can streamline your communication with potential customers effectively.

Utilizing Pabbly Connect not only saves time but also enhances customer engagement through timely responses. Start automating your workflows today for better business efficiency!