Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating your Razer Pay transactions, first, access Pabbly Connect by visiting pav.com/connect. This platform is essential for integrating various applications seamlessly.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on “Sign up free” to receive 300 tasks every month. Existing users can simply sign in to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing in, select Pabbly Connect from the list of applications. Here, you will create a new workflow to automate the process of sending payment details from Razer Pay to Google Sheets.

Click on “Create from scratch” or use the AI workflow builder. For this tutorial, let’s use the AI builder. Enter a prompt such as “When a new order comes in from Razer Pay, add it to Google Sheets.” This will help Pabbly Connect set up the workflow correctly.

• Select the trigger event as “Payment Captured” from Razer Pay.
• For Google Sheets, choose the action as “Add a New Row”.

Once the workflow is previewed, click on “Approve and Create” to finalize the setup. You will receive a workflow link indicating that the setup is successful.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. You will receive a webhook URL that connects Razer Pay to Pabbly Connect. Copy this URL for the next steps.

Log into your Razer Pay account and navigate to the developers section. Under this section, find the option for webhooks. Click on “Add New Webhook” and paste the copied URL.

• Leave the secret field blank.
• Select “Payment Captured” as the active event.

Click on “Create Webhook” to save the settings. You will see a confirmation message indicating that the webhook has been saved successfully.

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4. Testing the Integration with Razer Pay

With the webhook set up, it’s time to test the integration using Pabbly Connect. Go back to your Razer Pay payment page and make a test payment. Ensure your account is in test mode for this process.

Fill in the dummy details like a test user email and a random phone number. Select a payment method such as net banking, and proceed to make a successful test payment.

• Enter a test user email, e.g., [email protected].
• Choose a random bank for the transaction.

After completing the payment, check back in Pabbly Connect to see if the webhook response has been received successfully. You should see the order ID and other payment details.

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5. Mapping Data to Google Sheets

Now that you have received the payment details, the next step is to map these details into Google Sheets using Pabbly Connect. Click on “Sign in with Google” to connect your Google account.

Once connected, select the spreadsheet and sheet where you want the data to be added. For example, choose “Order Details” and “Sheet1”.

• Map the fields such as name, email, phone number, and order ID.
• Use the slash to map data dynamically from the previous step.

After mapping all required fields, click on “Save and Send Test Request”. You should see a successful response indicating that the data has been added to your Google Sheets.

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Conclusion

In this tutorial, we explored how to automate Razer Pay payments into Google Sheets using Pabbly Connect. This integration streamlines your payment management and saves valuable time by eliminating manual data entry.

By following these steps, you can set up a seamless workflow that captures payment details and organizes them in a structured format, enhancing your business efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Shopify and Google Sheets Integration

To begin the integration process, you first need to access Pabbly Connect. If you are a new user, visit pabbl.com/connect in your browser and click on the “Sign Up for Free” option in the top right corner. This will allow you to explore Pabbly Connect with 100 free tasks every month.

Once you have signed up, log into your Pabbly Connect account. Here, you will find the workflow builder, which is essential for creating your automation between Shopify and Google Sheets. This tool is where you will set up the trigger and action that will facilitate the integration.

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2. Setting Up the Trigger in Pabbly Connect

The first step in automating your Shopify orders is to set up the trigger in Pabbly Connect. Click on the “Add Trigger” button and select Shopify as your application. Choose “Shopify V2” to ensure compatibility and select the event as “New Order.” This will initiate the workflow whenever a new order is placed.

• Select Shopify V2 as the trigger application.
• Choose the event “New Order”.
• Click on “Connect” to receive the Webhook URL.

After copying the Webhook URL provided by Pabbly Connect, navigate to your Shopify account. Go to Settings > Notifications, and under Webhooks, click on “Add New Webhook.” Set the event to “Order Creation,” keep the format as JSON, and paste the copied URL. Finally, save your changes. This establishes the connection between Shopify and Pabbly Connect.

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3. Capturing Webhook Response in Pabbly Connect

To capture the webhook response, you need to perform a test submission. Go back to your Shopify store and make a test purchase. Fill in the required details and complete the order. Once you do this, Pabbly Connect will automatically capture the response containing order details like customer name, email, and product information.

Once the order is placed, return to your Pabbly Connect workflow. You should see the captured response displayed, confirming that the integration is working. This response will include all necessary details that will later be sent to Google Sheets.

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4. Adding Action Step to Send Data to Google Sheets

Next, you need to add an action step in Pabbly Connect to send the captured order details to Google Sheets. Click on “Add New Action Step” and select Google Sheets as your action application. Choose the event “Add New Row” to automatically insert the order details into your spreadsheet.

• Select Google Sheets as the action application.
• Choose “Add New Row” as the event.
• Connect your Google Sheets account to Pabbly Connect.

When prompted to connect your Google account, select the appropriate account and grant the necessary permissions. You will then need to select the spreadsheet and sheet where the order details will be stored. Map the fields from the captured response to the corresponding columns in Google Sheets, ensuring that data is dynamically inserted with each new order.

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5. Finalizing the Integration and Testing

Once you have mapped all necessary fields, including customer name, email, phone number, product, quantity, and total amount, click on “Save and Send Test Request” in Pabbly Connect. This will send a test entry to your Google Sheets. You should see the order details appear in your designated spreadsheet.

To finalize, ensure that the status column is set to “Placed,” and your team can later update this status as needed. This setup allows you to manage Shopify orders seamlessly through Google Sheets, making your workflow efficient and organized.

By following these steps, you can automate the process of transferring Shopify order data to Google Sheets using Pabbly Connect. This integration not only saves time but also minimizes errors in manual data entry.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Shopify orders with Google Sheets. By following the steps outlined, you can streamline your order management process effectively.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, you need to access Pabbly Connect. Open your browser and go to pav.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” to get 100 free tasks every month. If you already have an account, simply sign in. Once you are logged in, navigate to the Pabbly apps window and click on “Access Now” for Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see options to create a workflow. Choose “Create from scratch” or use the new AI workflow builder. For this tutorial, we will use the AI option.

• Start with a prompt: “When a new data comes in from Google Sheets, send WhatsApp message via Pabbly Chartflow.”
• Select the trigger event as “New or Updated Spreadsheet Row”.
• Choose the action as “Send Text Message” in Pabbly Chartflow.

Once you confirm these settings, you will receive a workflow link, indicating the successful creation of your automation process.

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3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets to Pabbly Connect, you need to copy the webhook URL provided in your workflow. Open your Google Sheets account and install the Pabbly Connect add-on by selecting “Add-ons” > “Get add-ons”.

After installing, refresh your Google Sheets. Then, navigate to “Extensions” and select “Pabbly Connect Webhooks”. In the initial setup, paste the webhook URL and set the trigger column to the final data column (e.g., Column C). Click “Submit” to complete the setup.

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4. Sending WhatsApp Messages via Pabbly Chartflow

Next, you will set up the WhatsApp message automation using Pabbly Connect and Pabbly Chartflow. Access your Pabbly Chartflow account to retrieve your API token. Navigate to “Settings” > “API and Webhooks” to find your API token.

• Enter the recipient’s WhatsApp number by mapping the data from the previous step.
• Compose your message, including the customer’s name and discount code.
• Click “Save and Send Test Request” to send a test message.

After sending the test, you should receive a confirmation that the message was sent successfully. This indicates that your automation is functioning correctly.

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5. Bulk Messaging to Customers

To send WhatsApp messages to multiple customers, utilize the bulk messaging feature in Pabbly Connect. Click on “Extensions” > “Pabbly Connect Webhooks” and select “Send All Data”.

This action will trigger the automated messages to all customers listed in your Google Sheets. Ensure that all customer details are correctly entered to avoid any issues during the messaging process.

With this setup, you can efficiently communicate special offers to all your customers without manual effort. This automation not only saves time but also enhances customer engagement.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect and Google Sheets. This integration streamlines communication and allows for personalized messages, enhancing customer experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Google Ads with Zoho CRM, the first step is to access Pabbly Connect. If you are a new user, open a new tab and search for pabbl.com/connect in your browser to reach the landing page.

In the top right corner, you will find the option to sign up for free. Click on this option to create your account. By signing up, you will receive 100 free tasks every month, allowing you to add up to 100 lead details to your Zoho CRM at no cost.

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2. Creating a Workflow in Pabbly Connect

Once you have signed up, navigate to the workflow builder in Pabbly Connect. This is where you will set up your automation to save leads into Zoho CRM. The workflow consists of triggers and actions: the trigger starts the process, and the actions are the results.

• Click on the “Add Trigger” button.
• Select Google Ads as the trigger application.
• Choose “New Lead Form Entry” as the event.

After selecting the trigger, click on the connect button. You will receive a webhook URL that you will need to copy and use in your Google Ads campaign to send lead data to Pabbly Connect.

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3. Setting Up Google Ads for Lead Capture

To ensure that your leads are captured correctly, open your Google Ads campaign where you have your lead form. Make sure you have added the lead form with fields like name, email, phone number, and company name.

Scroll down to find the option for lead delivery in your lead form settings. Here, you will need to paste the webhook URL copied from Pabbly Connect. You will also need to enter a key and click on “Send Test Data” to verify the connection.

Once the test data is sent successfully, return to Pabbly Connect to see if the test lead details have been captured. You should see the company name, phone number, email address, and name of the lead in your workflow.

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4. Integrating Zoho CRM with Pabbly Connect

Next, you will add an action step in Pabbly Connect to send the captured lead data to Zoho CRM. Click on “Add New Action Step” and search for Zoho CRM as the action application.

Select “Create Contact” as the event and click on connect. If you have already created a connection between Zoho CRM and Pabbly Connect, you can select the existing connection. If not, click on “Add a New Connection” and provide your Zoho CRM domain to establish the connection.

• Make sure your Zoho CRM is logged in before starting the automation.
• Grant all permissions requested by Pabbly Connect.

Once the connection is established, you will need to map the lead details from the previous step to the fields in Zoho CRM, such as first name, last name, and email.

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5. Finalizing the Integration and Testing

After mapping the required fields, click on “Save and Send Test Request” to create a new contact in Zoho CRM. You should receive a success response indicating that the contact has been created.

Now, refresh your Zoho CRM dashboard to see the new contact added. Whenever a new lead is generated from Google Ads, Pabbly Connect will automatically add the lead details to your Zoho CRM, allowing for seamless lead management.

This automation means you can sit back and relax while Pabbly Connect handles the data transfer in the background. Go ahead and try this powerful integration for yourself!

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Conclusion

In this tutorial, we explored how to integrate Google Ads with Zoho CRM using Pabbly Connect. This seamless integration allows you to automate lead management efficiently and effectively.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Chatbot Integration

In this tutorial, we will explore how to use Pabbly Connect to turn WhatsApp into a smart banking assistant. This integration allows customers to receive instant responses to their banking queries.

Using Pabbly Connect, we can seamlessly link WhatsApp with a chatbot that handles customer inquiries, making banking services more accessible and efficient.

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2. Setting Up Pabbly Connect for WhatsApp Chatbot

To begin, access Pabbly Connect and create a new workflow. This workflow will facilitate the connection between WhatsApp and the chatbot. Start by logging into your Pabbly Connect account.

Once logged in, follow these steps to set up your workflow:

• Click on “Create New Workflow”.
• Name your workflow appropriately, such as “WhatsApp Banking Assistant”.
• Select the trigger event, which will be the keyword “hello” to initiate the chatbot.

After setting up the trigger, you can customize the actions that follow. This is where you will define what happens when a user sends the keyword.

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3. Configuring the Chatbot Flow with Pabbly Chatflow

Next, we will use Pabbly Chatflow to design the chatbot interactions. This tool allows you to create engaging conversation flows for WhatsApp users.

In Pabbly Chatflow, follow these steps to create your chatbot:

• Drag and drop the text message block to send a welcome message.
• Add buttons for options like “Account Opening” and “Ask Question”.
• Configure responses based on user selections, guiding them through the account opening process.

Each button should lead to a specific flow, and you can set up additional questions to gather information like the user’s name and city.

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4. Integrating Google Sheets with Pabbly Connect

To store user data collected through the chatbot, we will integrate Google Sheets using Pabbly Connect. This will ensure all responses are saved automatically.

Here’s how to set it up:

• In Pabbly Connect, create an API request to Google Sheets.
• Use the webhook URL provided by Pabbly Connect to connect your chatbot flow.
• Map the data fields to corresponding columns in your Google Sheet.

This integration allows you to keep track of all account opening requests and customer inquiries efficiently.

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5. Finalizing Your Banking Assistant Chatbot

After setting up the chatbot and integrating Google Sheets, it’s time to finalize your workflow. Make sure to test each part of the process to ensure everything works smoothly.

In Pabbly Connect, save your workflow and check for any errors. You can also set up fallback messages to inform users about the status of their requests.

Once satisfied, you can promote your WhatsApp banking assistant to your customers, providing them with easy access to banking services.

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Conclusion

By leveraging Pabbly Connect and Pabbly Chatflow, you can transform WhatsApp into a smart banking assistant. This integration allows for efficient customer service and data management, enhancing the overall banking experience.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Telegram Bot Creation

In this section, we will introduce how to use Pabbly Connect to create a Telegram bot. This bot will automate responses to questions in a Telegram group, enhancing user interaction without coding.

To start, access Pabbly Connect and sign up for a free account. Once you’re logged in, you can create your first workflow to integrate Telegram with the Gemini API, which will generate responses based on user queries.

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2. Setting Up Your Telegram Bot with Pabbly Connect

To set up your Telegram bot using Pabbly Connect, first, open your Telegram app and search for ‘BotFather’. This is the official bot for creating new bots on Telegram.

• Click on the ‘Start’ button to initiate.
• Select ‘New Bot’ and follow the prompts to name your bot.
• Copy the token provided by BotFather; you will need this for Pabbly Connect.

After creating your bot, add it to the Telegram group where you want it to respond. Make sure to grant it admin privileges to capture messages effectively. This setup ensures that Pabbly Connect can access the messages sent in the group.

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3. Configuring Pabbly Connect for Telegram Integration

Now, let’s configure Pabbly Connect to respond to messages in your Telegram group. Start by creating a new workflow in Pabbly Connect and select Telegram as the trigger application.

Choose the event as ‘New Message Received’ and connect your Telegram bot using the token obtained earlier. Save your settings, and Pabbly Connect will now listen for any messages sent in the group.

Once set up, send a test message in your Telegram group to ensure that Pabbly Connect captures it correctly. This step validates the connection and prepares for the next action in your workflow.

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4. Using Gemini API to Generate Responses

With the Telegram bot set up, the next step involves using the Gemini API via Pabbly Connect to generate responses based on the messages received. Add an action step in your workflow and select ‘Google Gemini’ as the application.

• Connect your Gemini account using the API key.
• Map the message text from the previous step as input for Gemini.
• Specify the output format and any additional instructions for Gemini to follow.

After configuring the Gemini API, test the action to ensure it generates appropriate responses based on the queries sent to your Telegram bot. This integration allows for dynamic, real-time replies to user questions.

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5. Sending Responses Back to Telegram

Finally, to complete the automation process, you will send the generated responses back to the Telegram group. Add another action step in Pabbly Connect and select Telegram again, this time choosing ‘Send Message’ as the event.

Map the chat ID and the generated content from the Gemini response to this action. Ensure that all necessary fields are filled out to correctly send the message back to the group.

Once everything is set up, test the workflow. Send a question in the Telegram group and check if the bot replies correctly with the generated response from Gemini. This final step confirms that your Telegram bot is fully operational and ready to assist users.

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Conclusion

Using Pabbly Connect, you can effortlessly create a Telegram bot that automates responses to user queries. This tutorial has guided you through the entire process, from setting up your bot to integrating it with the Gemini API for dynamic replies. With this setup, you can enhance user interaction in your Telegram group significantly.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To start automating WhatsApp messages, you need to access Pabbly Chatflow. Begin by visiting the Pabbly Chatflow landing page at pavly.com/chatflow. This platform allows you to automate WhatsApp conversations without any coding skills.

Once on the page, you’ll see options to sign in or sign up. If you’re a new user, click on the “Sign up for free” button to create an account, which gives you 100 free tasks each month. Existing users can simply log in. After logging in, navigate to the Pabbly Chatflow dashboard to begin your WhatsApp messaging automation.

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2. Connecting Your WhatsApp Number to Pabbly Chatflow

Integrating your WhatsApp number is crucial for using Pabbly Chatflow. On the dashboard, locate the “Add WhatsApp Number” button. This step is essential as it allows Pabbly Chatflow to send messages directly to your customers.

• Click on the “Add WhatsApp Number” button.
• Follow the prompts to connect your WhatsApp account.
• Ensure your number is verified to use all features.

After connecting your number, you can start using Pabbly Chatflow for your WhatsApp marketing campaigns. Make sure to follow the instructions carefully to avoid any issues during the setup process.

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3. Creating Broadcast Messages in Pabbly Chatflow

Now that your WhatsApp number is connected, it’s time to create broadcast messages using Pabbly Chatflow. Navigate to the “Broadcast” section on your dashboard. Here, you can manage all your broadcast campaigns and create new ones.

To create a new broadcast, click on the “Add Broadcast” button. You will need to select the type of broadcast campaign. Choose between a “Broadcast Campaign” and an “API Campaign” depending on your needs. For this tutorial, select the “Broadcast Campaign” option.

• Name your broadcast (e.g., “New Product Launch”).
• Select the contact list you want to send the messages to.
• Choose the message type (text or media).

After setting these parameters, you can proceed to customize your message and send it to your customers using Pabbly Chatflow.

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4. Uploading Contacts from Google Sheets

To effectively use Pabbly Chatflow, you may want to upload customer contacts from Google Sheets. First, ensure your contacts are saved in a CSV format. You can download your Google Sheets as a CSV file by selecting “File” > “Download” > “Comma-separated values (CSV)”.

Once you have the CSV file ready, go back to the “Add Contacts” section in Pabbly Chatflow and select the option to add bulk contacts. Upload your CSV file by clicking on the “Upload Files” button and selecting the CSV file from your computer.

• Click on “Add Bulk Contacts”.
• Select your CSV file and upload it.
• Confirm the upload to add contacts to your list.

After uploading, you can select this list when creating your broadcast messages in Pabbly Chatflow, ensuring you reach all your customers efficiently.

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5. Sending Test Messages and Scheduling Broadcasts

Before finalizing your broadcast, it’s essential to test your message. In Pabbly Chatflow, enter a sample name and phone number to send a test message. This ensures that your message appears correctly for your customers.

Once you confirm that the test message is sent correctly, you can set your broadcast to be sent immediately or schedule it for later. To schedule, select the option to schedule for later, and choose the date and time for your broadcast.

• Select the date and time for your broadcast.
• Click on the “Add Broadcast” button to save your settings.
• Confirm that your broadcast is scheduled as intended.

With this, you can send personalized WhatsApp messages to multiple customers at once using Pabbly Chatflow, enhancing your marketing efficiency.

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Conclusion

This tutorial demonstrated how to automate WhatsApp messaging using Pabbly Chatflow. By connecting your WhatsApp number, uploading contacts, and creating broadcast messages, you can efficiently reach your customers with personalized content. Start utilizing Pabbly Chatflow today to streamline your WhatsApp marketing efforts.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To integrate WhatsApp using Pabbly Connect, start by visiting the Pabbly website. Sign in or create a free account to access the dashboard.

Once logged in, navigate to the Pabbly Chatflow section. This is where you will create your WhatsApp AI Chatbot. Ensure you have your WhatsApp number ready for integration.

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2. Creating a WhatsApp AI Chatbot with Pabbly Chatflow

After accessing the Pabbly Chatflow dashboard, you can begin creating your WhatsApp Chatbot. Click on the AI Assistant section to start the setup.

• Select the AI Assistant option.
• Name your assistant, for example, ‘WhatsApp Chat Bot’.
• Choose the instruction type for your assistant.

In this step, you will configure the assistant by entering the required details. This includes setting up the initial instructions and defining the AI configuration parameters.

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3. Configuring AI Settings for Your WhatsApp Bot

Next, configure the AI settings for your WhatsApp bot in Pabbly Connect. Set the temperature to control the creativity of responses. A recommended setting is 0.5 for balanced replies.

Choose the model for your AI. Currently, the OpenAI model is available, and you can select GPT-5 Mini for optimal performance. Remember, a paid OpenAI account is required for this step.

• Enter your OpenAI API key to connect your assistant.
• Configure fallback messages for unresponsive scenarios.

After setting up the AI configurations, ensure all parameters are correctly entered to allow seamless integration with WhatsApp.

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4. Uploading Knowledge Source to Enhance Responses

To improve the responses of your WhatsApp chatbot, you need to upload a knowledge source. This document should explain your business and its services.

In the Pabbly Chatflow interface, locate the Knowledge Source section. Upload the document that contains all relevant information about your business.

• Ensure the document is clear and concise.
• Check the formatting for compatibility.

Once uploaded, this knowledge base will enable your WhatsApp bot to provide accurate information to users based on their queries.

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5. Activating Your WhatsApp Chatbot

After completing all configurations, it’s time to activate your WhatsApp chatbot. Go back to the Pabbly Chatflow dashboard and toggle the assistant activation button.

Once activated, you can embed the bot into your website or use it directly on WhatsApp. Test the bot by sending queries to ensure it responds appropriately.

• Monitor responses to ensure accuracy.
• Adjust settings as necessary based on user feedback.

This is how Pabbly Connect facilitates the creation of an efficient WhatsApp chatbot in just a few minutes, enhancing customer interaction.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp using Pabbly Connect. By following the detailed steps, you can create a functional AI chatbot that enhances user engagement effectively.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp order confirmations, you first need to access Pabbly Connect. Visit pabbly.com/connect in your browser. Upon arrival, you’ll see options to sign in or sign up.

If you’re new, click on ‘Sign Up Free’ to get started. Existing users can simply sign in. After signing in, you will be directed to the Pabbly apps window where you can select Pabbly Connect to proceed to the dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you’ll need to create a workflow. Click on the option to create a new workflow. You can choose to create from scratch or use the AI workflow builder for assistance.

For this integration, select the AI workflow builder and enter a prompt: “When I receive a new order on Shopify, send a WhatsApp message via Pabbly Chatflow.” The AI will then guide you to select the appropriate Shopify trigger, which is ‘New Order’.

• Select ‘New Order’ as the trigger.
• Choose ‘Send Text Message’ as the action in Pabbly Chatflow.

Once these selections are made, approve and create the workflow. This sets up the basic structure for your automation.

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3. Connecting Shopify with Pabbly Connect

To connect Shopify with Pabbly Connect, you will receive a webhook URL. Copy this URL as you will need it to set up the integration in your Shopify account.

Log into your Shopify account and navigate to Settings > Notifications. Here, you can create a new webhook. Choose ‘Order Creation’ as the event and select JSON as the format. Paste the copied webhook URL into the designated field before saving.

• Select ‘Order Creation’ for the event.
• Use the latest API version available.

After saving, you’ll see a confirmation that the webhook was saved successfully, indicating that Shopify is now connected to Pabbly Connect.

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4. Sending WhatsApp Messages via Pabbly Chatflow

Now that Shopify is connected, you can set up the action to send WhatsApp messages using Pabbly Connect. Select Pabbly Chatflow as your action application. You will need to enter your API token, which can be found in your Pabbly Chatflow account settings under API and Webhooks.

Once you have the API token, paste it into the corresponding field in Pabbly Connect. Next, enter the WhatsApp number to which you want to send the confirmation message. Instead of hardcoding the number, you can map it dynamically using the data received from the trigger step.

• Map the customer’s WhatsApp number from the trigger response.
• Compose the WhatsApp message including order details.

After setting up the message and mapping the necessary fields, click on ‘Save and Send Test Request’ to send a test message.

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5. Testing Your Automation

To ensure that your automation is working correctly, place a test order in your Shopify store. Use dummy details to complete the order. Once the order is placed, return to Pabbly Connect to check if the order details have been received.

If everything is set up correctly, you should see the details of the order, and the WhatsApp message should be sent to the mapped number. Check your WhatsApp to confirm receipt of the message.

By following these steps, you have successfully automated the process of sending order confirmations via WhatsApp using Pabbly Connect. This integration not only saves time but also enhances customer communication.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp order confirmations using Pabbly Connect with Shopify. This integration streamlines communication and improves customer satisfaction, making your order management process more efficient.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Just with Airtable, you’ll first need to access Pabbly Connect. Open a new tab and search for pabbl.com/connect in your browser. Once on the landing page, click on the “Sign Up for Free” option in the top right corner. This allows you to explore Pabbly Connect with 100 free tasks every month, making it easy to add lead details to your Airtable.

After signing up, you can explore the features of Pabbly Connect. If you’re already a user, simply log in to your account and navigate to the workflow builder. This is where you will create your automation for capturing leads from Just.

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2. Creating Your Workflow in Pabbly Connect

In the workflow builder of Pabbly Connect, the trigger and action are essential components for your automation. A trigger initiates the process, while the action is the result of that trigger. To get started, click on the “Add Trigger” button.

• Search for “Just Dial” as your trigger application.
• Select the event as “New Leads” and click on connect.
• Copy the web URL provided for automation.

Once you’ve set up the trigger, you need to configure it in your Just Dial account. Since the Just Dial portal doesn’t allow adding web URLs directly, contact their support team to add the URL for you. After they do this, you can capture lead details in real-time.

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3. Capturing Lead Details from Just Dial

After configuring the web URL, return to Pabbly Connect and click on “Capture Webhook Response”. This will allow you to see the lead details being captured, such as phone number, name, email, and company name. If the response is not captured within two minutes, click the button again to refresh.

Once you successfully capture a lead, you can close this trigger setup and move on to the action step. This is where the integration with Airtable will take place. Click on “Add New Action Step” and search for Airtable.

• Select the event as “Create Record”.
• Click on connect and log in to your Airtable account.
• Grant necessary permissions for Pabbly Connect to access your Airtable.

This setup ensures that every new lead from Just Dial is automatically added to your Airtable without manual input.

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4. Mapping Data to Airtable

After successfully connecting Airtable, you need to select your base and table where the lead details will be stored. For example, select the base named “New Leads” and the table named “Table 1”. Mapping is crucial here; it allows you to insert data dynamically from the previous step.

To map the data, simply type a slash (/) and search for the lead details you wish to insert. This ensures that your data updates automatically with each new lead. For instance, map the area to the city field in Airtable.

After mapping, you can enable type casting if necessary, which allows you to create options with past values in multiple-choice fields. Click on “Save and Send Test Request” to finalize the mapping. Once confirmed, you will see a positive response indicating that a new record has been created in Airtable.

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5. Automating Lead Entry with Pabbly Connect

Now that your integration is set up, every time you receive a new lead from Just Dial, the details will automatically be added to Airtable. This automation significantly reduces manual work, allowing you to focus on other important tasks.

You can monitor your Airtable to see the newly added leads, which will include all the details you captured earlier. This seamless integration through Pabbly Connect ensures that you are always up-to-date with your leads without needing to log back into the workflow.

To summarize, using Pabbly Connect to automate your lead management process not only saves time but also enhances efficiency. With just a few simple steps, you can streamline your workflow and ensure that no lead goes unnoticed.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Just Dial and Airtable. By following these steps, you can efficiently manage leads and enhance your productivity. Try out Pabbly Connect today to experience the benefits of automation!