Author: Rudra Sisodiya

Learn how to integrate LinkedIn leads into Notion CRM with timestamps using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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 Integration

To save LinkedIn leads into Notion CRM with timestamps, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including LinkedIn and Notion.

Visit the Pabbly Connect homepage by entering the URL in your browser. You can sign up for free, which gives you access to 100 tasks every month. Once logged in, you can start creating your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow to automate the process of saving leads. Click on the ‘Create Workflow’ button located in the top right corner.

• Select the Classic workflow builder option.
• Choose LinkedIn as your trigger application.
• Set the trigger event to ‘Lead Notifications’.

Once you have set up the trigger, Pabbly Connect will listen for new leads coming from LinkedIn. This is a crucial step in automating your lead management.

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3. Authorizing LinkedIn in Pabbly Connect

To proceed, you need to authorize your LinkedIn account within Pabbly Connect. Click on the ‘Connect with LinkedIn’ button, and ensure you are logged into your LinkedIn account.

After successful authorization, select your LinkedIn account from the options provided. This step ensures that Pabbly Connect can access your lead data. Once connected, you will be able to receive lead notifications directly into your workflow.

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4. Setting Up Notion to Receive Leads

Next, set up Notion as the action application within Pabbly Connect. Choose Notion and then select the action event as ‘Create Database Item’. This will allow you to store the lead details in your Notion CRM.

• Select the database you want to use for storing leads.
• Map the lead details from LinkedIn to the corresponding fields in Notion.
• Ensure to include the timestamp for when the lead was generated.

By mapping these fields correctly, Pabbly Connect ensures that every new lead is automatically added to your Notion database with all necessary details, including the timestamp.

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5. Testing the Integration

Once you have set up the integration, it’s essential to test it to ensure everything works as expected. Generate a test lead in your LinkedIn account and check if the details are captured in Notion.

After generating the test lead, return to Pabbly Connect and check the workflow for the response. If successful, you will see the lead details populated in your Notion database. This confirms that your automation is functioning correctly.

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Conclusion

In this tutorial, we explored how to save LinkedIn leads into Notion CRM using Pabbly Connect. By following these steps, you can efficiently automate your lead management process and ensure that all relevant information, including timestamps, is captured seamlessly.

Learn how to automate client onboarding via email after payment from Razorpay using Pabbly Connect. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for Automation

To automate client onboarding via email after payment from Razorpay, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for an account. If you’re a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard where you can create and manage your automation workflows. Click on the ‘Create Workflow’ button located in the top right corner to begin your setup.

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2. Creating the Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. Enter a name such as ‘Automate Client Onboarding via Email After Payment from Razorpay’. Next, select a folder to organize your workflow, which helps in managing multiple automations within Pabbly Connect.

• Click on the ‘Create’ button to finalize your workflow setup.
• Ensure the workflow is activated by toggling the button on.

Now you can add a trigger for your automation. Click on ‘Add Trigger’ and select Razorpay as your trigger app. Choose the event ‘Payment Captured’ to initiate the workflow whenever a payment is made.

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3. Configuring Razorpay in Pabbly Connect

Once Razorpay is selected, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Razorpay and Pabbly Connect. Copy this URL, as you will need to paste it into your Razorpay account.

Log in to your Razorpay dashboard and navigate to the ‘Developer’ section. Here, select ‘Webhooks’ and click on ‘Add New Webhook’. Paste the copied URL and select the event ‘Payment Captured’. After entering a secret, click ‘Create Webhook’ to save your settings.

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4. Testing the Integration with a Sample Payment

After configuring Razorpay, it’s time to test the integration. Go back to the Razorpay dashboard and initiate a test payment. Fill in the required details and complete the payment process. This action will trigger the webhook, sending payment details to Pabbly Connect.

Once the payment is confirmed, return to Pabbly Connect where you should see a response containing the payment details. This indicates that the integration is working correctly, and you can now proceed to set up the email action.

• Ensure that the payment details are correctly captured in the Pabbly Connect response.
• This response will be used to send the onboarding email.

Next, select Gmail as the action app to send an email to the customer who made the payment.

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5. Sending the Onboarding Email via Gmail

In the action step, choose Gmail and then select the event ‘Send Email’. Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’ and signing in with your Google account.

Now, map the fields from the Razorpay response to the email fields. For example, map the recipient’s email address, the subject, and the email content. Make sure to personalize the email by including the customer’s name and the amount they paid.

Include a friendly greeting in the email content. Add a closing statement inviting the customer to reach out with questions.

Finally, test the email action to ensure that the onboarding email is sent successfully to the customer’s Gmail account. Once confirmed, your automation is complete!

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Conclusion

By following these steps, you can effectively automate client onboarding via email after payment from Razorpay using Pabbly Connect. This integration streamlines your processes and enhances the client experience without manual intervention. Start leveraging automation today for a smoother workflow!

Learn how to enroll students into Graphy from Google Sheets using Pabbly Connect. This step-by-step tutorial covers integration setup and automation processes. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To enroll students into Graphy from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you’re a new user, you can create a free account to explore the features.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows and manage existing ones. This platform is essential for integrating Google Sheets with Graphy, automating the enrollment process seamlessly.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow, so enter a name like ‘Enroll Students from Google Sheets’.

• Select the folder where you want to save this workflow.
• Choose the ‘New Beta’ option for a modern interface.

After naming your workflow, proceed to set up the trigger. You will select Google Sheets as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This setup allows Pabbly Connect to monitor your Google Sheets for any new student entries.

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3. Connecting Google Sheets to Pabbly Connect

Next, you need to connect your Google Sheets to Pabbly Connect. Copy the webhook URL provided by Pabbly Connect after setting up your trigger. Now, head over to your Google Sheets account and install the Pabbly Connect add-on if you haven’t already.

After installation, refresh your Google Sheets. Click on the Extensions menu, select Pabbly Connect, and then select ‘Initial Setup’. Enter the copied webhook URL and specify the trigger column, which should be the last data column in your sheet. This setup ensures that every new entry in the specified column sends data to Pabbly Connect.

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4. Creating a Learner in Graphy

With your Google Sheets connected, the next step is to create a learner in Graphy using Pabbly Connect. For this, select Graphy as your action application and choose the event as ‘Create Learner’. This action will utilize the data collected from Google Sheets.

In this step, you will map the data from your Google Sheets to the required fields in Graphy. For example, map the first name, last name, and email address from the Google Sheets entry to the corresponding fields in Graphy. Ensure all required fields are filled correctly to avoid errors.

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5. Enrolling the Learner in a Course

Finally, you will enroll the newly created learner into a specific course in Graphy. Use Pabbly Connect to select the action event as ‘Enroll Learner to Course’. Here, you will need to provide the learner’s email and the course URL.

To get the course URL, navigate to your Graphy account, select the course you want the learner to enroll in, and copy the URL. Paste this URL into the corresponding field in Pabbly Connect, ensuring that the learner is enrolled successfully in the desired course.

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, this tutorial provides a detailed guide on how to enroll students into Graphy from Google Sheets using Pabbly Connect. By following these steps, you can automate the enrollment process, ensuring that every new student entry is captured and enrolled seamlessly. For further assistance, refer to the Pabbly community or support resources.

Learn how to automate sending custom product recommendations via email after WooCommerce purchases using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for WooCommerce Automation

To send custom product recommendations via email after a WooCommerce purchase, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free and get 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here you can create a new workflow. Click on the ‘Create Workflow’ button and select the classic workflow builder for ease of use. Name your workflow something like ‘Send Custom Product Recommendations via Email After WooCommerce Purchase’ to keep it organized.

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2. Setting Up WooCommerce as a Trigger in Pabbly Connect

In this step, set up WooCommerce as the trigger application in Pabbly Connect. This means that whenever a new order is created in WooCommerce, it will trigger the automation. Choose WooCommerce from the list of apps and select the trigger event as ‘New Order Created’.

• Select WooCommerce as your trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Connect WooCommerce to Pabbly Connect using the provided webhook URL.

To connect WooCommerce, log in to your WordPress dashboard, navigate to the WooCommerce settings, and find the Webhooks section under advanced settings. Here, add a new webhook by pasting the URL provided by Pabbly Connect and activating it. This establishes a connection to automate the workflow.

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3. Generating Product Recommendations with OpenAI in Pabbly Connect

After setting up WooCommerce, the next step is to generate custom product recommendations using OpenAI within Pabbly Connect. Select OpenAI as the action application and choose the action event as ‘Chat GPT Structured AI Output’. This will allow Pabbly Connect to create personalized recommendations based on the order details.

To connect OpenAI, you will need an API token. Generate a new API key in your OpenAI account and paste it into Pabbly Connect. Ensure that the AI model selected is appropriate for your needs, such as GPT-4 Mini.

• Select OpenAI as the action application.
• Choose ‘Chat GPT Structured AI Output’ as the action event.
• Enter your API token to connect OpenAI to Pabbly Connect.

In the prompt section, create a message that includes customer details and the purchased product. For example, you can ask OpenAI to recommend accessories that complement the purchased item. This personalized touch enhances customer engagement.

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4. Sending Customized Emails via Gmail through Pabbly Connect

Once the product recommendations are generated, the next step is to send these recommendations via email using Gmail integrated with Pabbly Connect. Select Gmail as the action application and choose ‘Send Email V1’ as the action event. This allows you to automate the email sending process.

Connect your Gmail account to Pabbly Connect by granting the necessary permissions. After connecting, fill in the email fields using the mapped data from the previous steps. This includes the recipient’s email address, subject, and email body, which contains the product recommendations generated by OpenAI.

Select Gmail as your action application. Choose ‘Send Email V1’ as the action event. Map the email fields using the data from WooCommerce and OpenAI.

After entering all the required details, click on ‘Save and Send Test Request’ to ensure that the email is sent successfully. You will receive a confirmation response indicating the email was sent, and you can check your Gmail inbox to verify.

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5. Finalizing the Automation Workflow in Pabbly Connect

In this final step, review the entire workflow created in Pabbly Connect. You have successfully set up an automation that triggers when a new order is placed in WooCommerce, generates product recommendations using OpenAI, and sends an email via Gmail.

Make sure to test the entire process by placing a new order in your WooCommerce store. This will help you confirm that all connections are working correctly and that the email with product recommendations is sent as expected. You can refine the prompts or email content as needed based on the feedback received.

By using Pabbly Connect, you have streamlined your e-commerce operations, saving time and enhancing customer satisfaction through personalized communication. This automation not only improves efficiency but also builds better relationships with your customers.

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Conclusion

In summary, automating the process of sending custom product recommendations via email after WooCommerce purchases using Pabbly Connect enhances your e-commerce operations. By integrating WooCommerce, OpenAI, and Gmail through Pabbly Connect, you can provide personalized experiences for your customers effortlessly.

Learn how to automate sending custom welcome emails after registration using Google Forms and Pabbly Connect. Step-by-step guide with specific 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. Accessing Pabbly Connect for Automation

To start sending custom welcome emails after registration via Google Forms, you need to access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect website. Once there, you can either sign up for a new account or sign in if you already have one.

After signing in, you will land on the Pabbly Connect dashboard. Here, you can manage all your automation workflows. Click on the ‘Create Workflow’ button located at the right-hand corner to initiate the setup for sending welcome emails.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect that will allow us to automate the sending of welcome emails. After clicking on ‘Create Workflow’, you will be prompted to select between the new version or the classic version. Choose the new version for a more flexible experience.

Next, you will see a dialog box asking for a workflow name and folder selection. Name your workflow something like ‘Send Custom Welcome Emails After Registration via Google Form’ and select a folder for organization. Click on the ‘Create’ button to proceed. Your workflow will now be created successfully.

• Open Pabbly Connect and sign in.
• Click on ‘Create Workflow’.
• Select the new version for a better experience.

After creating the workflow, toggle the button to activate it. You can now add a trigger, which will start the automation process.

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3. Setting Up Google Forms as a Trigger

In this step, we will set up Google Forms as the trigger in Pabbly Connect. Click on the ‘Add Trigger’ option and search for Google Forms. Select it and choose the event ‘New Response Received’. After this, click on the ‘Connect’ button.

You will be provided with a webhook URL, which acts as a bridge between Google Forms and Pabbly Connect. Copy this URL as you will need it to link your Google Form. Next, go to your Google Form and navigate to the responses section to link it with a Google Sheet.

• Select Google Forms as the trigger app.
• Choose ‘New Response Received’ as the event.
• Copy the webhook URL provided by Pabbly Connect.

Now, go back to your Google Form, link it to a Google Sheet, and ensure that the data from the form responses will be recorded there.

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4. Configuring Google Sheets to Capture Responses

After linking your Google Form to a Google Sheet, you need to configure it to work seamlessly with Pabbly Connect. Open the Google Sheet and navigate to the ‘Extensions’ section. Here, search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

Once installed, go back to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the webhook URL you copied earlier and select the trigger column, which should be the last column of your data. Click on ‘Send Test’ to ensure everything is working correctly.

Install Pabbly Connect Webhooks from Google Sheets Extensions. Paste the webhook URL in the Initial Setup. Select the last column as the trigger column.

After testing the configuration, you should see a successful response in Pabbly Connect, confirming that your Google Sheet is now set up to capture responses from the Google Form.

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5. Sending Custom Welcome Emails via Gmail

The final step in this automation process involves sending custom welcome emails using Gmail through Pabbly Connect. Click on the plus icon to add an action step and search for Gmail. Select it and choose the action event ‘Send Email’.

Connect your Gmail account by selecting ‘Add New Connection’. After successfully connecting, you will need to fill in the recipient’s email address, subject line, and email content. You can dynamically map fields from the Google Form response to personalize the email, such as including the user’s name and the workshop category they selected.

Select Gmail as the action app. Choose ‘Send Email’ as the action event. Map the fields to personalize the email content.

After filling in all necessary fields, click on ‘Save and Send Test Request’. You should receive a confirmation that the email has been sent successfully, completing the automation process.

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Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to automate sending custom welcome emails after registration via Google Forms. By following these steps, you can create a seamless experience for your users, ensuring they receive personalized communication right after registration.

Utilizing Pabbly Connect not only saves time but also enhances user engagement with tailored messages that set the right tone from the start.

Learn to create an AI assistant for real-time customer support on WhatsApp using Pabbly Chatflow. Step-by-step guide with detailed instructions. 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 WhatsApp Integration

To build an AI assistant for real-time customer support using WhatsApp, you need to start by accessing Pabbly Chatflow. Simply navigate to the Pabbly Chatflow landing page by typing ‘Pabbly.com/chatflow’ in your browser.

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 create an account. Existing users can click ‘Sign in’ to access their accounts and begin the setup process for their AI assistant.

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2. Setting Up Your WhatsApp Number in Pabbly Chatflow

After signing in to Pabbly Chatflow, the next step is to add your WhatsApp number. This is essential for the AI assistant to communicate with your customers. Look for the ‘Add WhatsApp Number’ button on the dashboard.

• Choose between WhatsApp Connect or Manual Token Connect.
• Follow the prompts based on your selection to successfully add your WhatsApp number.

Once your WhatsApp number is added, you will be ready to create the AI assistant that will handle customer queries efficiently.

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3. Creating Your AI Assistant in Pabbly Chatflow

To create your AI assistant, navigate to the ‘AI Assistant’ feature within Pabbly Chatflow. Click on ‘Add AI Assistant’ and provide a name for your assistant, such as ‘Support Mate’. This name will represent your business in customer interactions.

Next, select the instructions for your AI assistant. Choose from predefined prompts like ‘Customer Support Agent’ or customize your own. Set the temperature to determine the creativity of responses, with 0 being focused and 1 being creative. For a customer support assistant, a temperature setting around 0.4 is ideal.

After configuring these settings, select the AI model as OpenAI and input your API key from the OpenAI API dashboard. This key is essential for enabling the AI functionalities of your assistant.

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4. Uploading Knowledge Base for Your AI Assistant

To ensure your AI assistant provides accurate responses, it’s crucial to upload a knowledge base. In Pabbly Chatflow, navigate to the ‘Knowledge Source’ section and click ‘Upload File’. Ensure your knowledge base is saved in .txt format for compatibility.

• Prepare your knowledge base in Google Docs and download it as a plain text file.
• Upload the .txt file in Pabbly Chatflow to complete the knowledge base setup.

After uploading, confirm that the file is listed successfully. This knowledge base will guide your AI assistant in responding to customer inquiries accurately.

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5. Testing Your AI Assistant on WhatsApp

Once your AI assistant is set up, it’s time to test its functionality. Clear previous conversations in WhatsApp and start a new chat. Send a message like ‘Hey, I need help’ and observe how your AI assistant responds. using Pabbly Connect

Your AI assistant should reply promptly with a message asking how it can assist further. You can test various queries, such as asking about product features, pricing, or offers, to ensure the assistant provides accurate and timely information.

For instance, if you inquire about pricing, the assistant should respond with relevant details from the knowledge base, demonstrating its capability to handle real-time customer support effectively.

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Conclusion

Creating an AI assistant for real-time customer support using WhatsApp is made easy with Pabbly Chatflow. By following the steps outlined, you can automate responses to customer queries efficiently and enhance your support services.

Learn how to automate saving Google Lead Ads to Salesforce as contacts using Pabbly Connect. Step-by-step tutorial with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Accessing Pabbly Connect for Google Ads and Salesforce Integration

To save Google Lead Ads to Salesforce as contacts, start by accessing Pabbly Connect. This platform allows you to automate the integration process effortlessly. Visit Pabbly.com and sign in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow for the integration. Click on the ‘Create Workflow’ button and select the new beta workflow builder to begin.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow specifically for saving Google Lead Ads to Salesforce contacts using Pabbly Connect. After clicking on the ‘Create Workflow’ button, name your workflow appropriately, such as ‘Save Google Lead Ads to Salesforce as Contacts,’ and select a folder for organization.

• Click on ‘Create’ to finalize the workflow setup.
• Select Google Ads as the trigger application.
• Choose ‘New Lead Form Entry’ as the trigger event.

After this, you will need to connect Pabbly Connect to your Google Ads account by following the prompts. This connection will allow Pabbly Connect to receive lead information directly from Google Ads.

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3. Setting Up Google Ads Lead Form for Pabbly Connect

To facilitate the integration, you must set up a lead form in your Google Ads account. This is crucial as it allows Pabbly Connect to capture lead details when they are submitted. In your Google Ads account, create a lead form that includes necessary fields such as first name, last name, email, and phone number.

Once your lead form is created, navigate to the ‘Lead Delivery’ option where you will find the option to add a webhook URL. This is where you will paste the webhook URL provided by Pabbly Connect.

• Copy the webhook URL from Pabbly Connect.
• Paste it into the webhook URL field in the Google Ads lead form.
• Send a test lead to ensure the connection works.

After sending a test lead, check Pabbly Connect for the response to confirm that the integration is correctly set up and the data is being received.

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4. Connecting Salesforce in Pabbly Connect

Next, you will set up Salesforce as the action application in your Pabbly Connect workflow. This step is crucial for adding the received leads as contacts in Salesforce. In the action step of your workflow, search for Salesforce and select ‘Create Contact’ as the action event. using Pabbly Connect

To connect Salesforce, click on the connect button. If you already have a connection, you can save it; otherwise, create a new connection by logging into your Salesforce account and granting the necessary permissions.

Map the fields from the Google Ads lead response to the Salesforce contact fields. Ensure to include first name, last name, email, and phone number in the mapping. Click on ‘Save and Send Test Request’ to create the contact.

Once you receive a success response, check your Salesforce account to verify that the contact has been created with the details from the Google Lead Ads.

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5. Conclusion

In conclusion, using Pabbly Connect to save Google Lead Ads as contacts in Salesforce is a seamless process. By following the steps outlined, you can automate the lead capturing process efficiently. This not only saves time but also ensures that your leads are organized and easily accessible in Salesforce.

With Pabbly Connect, you can integrate various applications effortlessly, enhancing your business automation capabilities.

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Learn how to automate sending custom WhatsApp messages for high-value Razorpay orders using Pabbly Connect. Follow our detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Introduction to Pabbly Connect for Razorpay and WhatsApp Integration

In this section, we will explore how to use Pabbly Connect to automate sending custom WhatsApp messages for high-value Razorpay orders. This integration allows businesses to enhance customer communication effortlessly.

Automating this process with Pabbly Connect saves time and ensures timely communication with customers. By integrating Razorpay and WhatsApp, businesses can send personalized messages automatically upon receiving payments.

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2. Setting Up Your Pabbly Connect Account

To get started, visit the Pabbly website and sign in to your account. If you are new, you can sign up for free and receive 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard.

Here are the steps to set up your Pabbly Connect account:

• Visit Pabbly.com and click on ‘Sign In’ or ‘Sign Up for Free.’
• Access the Pabbly Connect application from the apps page.
• Create a new workflow by clicking on ‘Create Workflow.’

Once you’ve set up your account, you can create a new workflow specifically for sending WhatsApp messages for Razorpay orders using Pabbly Connect.

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3. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow that connects Razorpay to WhatsApp using Pabbly Connect. Name your workflow as ‘Send Custom WhatsApp Message for High-Value Razorpay Orders.’ Choose a folder for better organization.

Follow these steps to create your workflow:

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, log in to your Razorpay account, navigate to the Developers section, and set up a new webhook using the copied URL. This establishes a connection between Razorpay and Pabbly Connect.

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4. Connecting WhatsApp Cloud API with Pabbly Connect

After setting up Razorpay, the next step is to integrate WhatsApp Cloud API using Pabbly Connect. Select WhatsApp as the action application and choose ‘Send Template Message’ as the action event.

To connect WhatsApp Cloud API:

Click on ‘Add New Connection’ and enter the required details such as Access Token, Phone Number ID, and WhatsApp Business Account ID. Use the mapping feature to auto-fill data from Razorpay. Select your pre-created message template for sending personalized messages.

By connecting WhatsApp Cloud API through Pabbly Connect, you ensure that every new payment triggers a custom message to the customer automatically.

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5. Testing Your Integration and Finalizing the Workflow

Once everything is set up, it’s time to test your integration. Make a test payment through Razorpay to see if the WhatsApp message is sent correctly. Ensure you check the message received on WhatsApp.

Here’s how to finalize your workflow with Pabbly Connect:

After making a test payment, monitor your Pabbly Connect dashboard for the response. Verify that the message sent matches your template. If all details are correct, your workflow is successfully set up.

This testing phase is crucial to ensure that your automated workflow using Pabbly Connect operates smoothly, providing seamless communication with customers.

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Conclusion

In conclusion, using Pabbly Connect to automate sending custom WhatsApp messages for high-value Razorpay orders streamlines your customer communication. This integration not only saves time but also enhances customer satisfaction through timely notifications.

Learn how to automate webinar invitations on WhatsApp for new leads captured via Facebook Lead Ads using Pabbly Connect. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Automation

To trigger webinar invitations on WhatsApp for new leads captured via Facebook Lead Ads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and logging into your account. If you’re a new user, you can sign up for free and enjoy 100 tasks per month.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will connect Facebook Lead Ads with WhatsApp to automate the sending of webinar invitations. Click on the ‘Create Workflow’ button to get started.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process. After clicking on ‘Create Workflow’, name your workflow something descriptive, like ‘Trigger Webinar Invitations on WhatsApp for New Leads Captured via Facebook Lead Ads’. Select the appropriate folder for your workflow and then click the ‘Create’ button. using Pabbly Connect

• Name your workflow clearly.
• Choose the relevant folder for organization.
• Click the ‘Create’ button to finalize.

After creating the workflow, you will be prompted to set up the trigger step. This is essential as it determines when the automation will be activated. In this case, we will select Facebook Lead Ads as our trigger application.

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3. Setting Up the Trigger Step with Facebook Lead Ads

To set up the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application and choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is captured via Facebook Lead Ads, it will trigger the automation.

Next, click on the ‘Connect’ button. A window will appear prompting you to create a new connection or select an existing one. Choose to connect with Facebook Lead Ads and follow the prompts to authorize your Facebook account.

• Select the Facebook page you are using for your lead ads.
• Choose the form used for collecting leads.
• Click ‘Save and Send Test Request’ to confirm the connection.

After saving, you will see a message indicating that the connection was successful. This means that every new lead generated will now trigger the next step in your automation.

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4. Sending WhatsApp Messages Using Pabbly Connect

The next step in the workflow is to send a WhatsApp message using the WhatsApp Cloud API. In this section, we will set up the action step in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose the action event as ‘Send Template Message New’.

Click on the ‘Connect’ button and create a new connection. You will need to input your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API setup.

Input the WhatsApp Cloud API token. Add the phone number ID. Include the WhatsApp business account ID.

Once connected, you will need to map the lead’s phone number and select the template ID for your WhatsApp message. This template should include the webinar details and a personalized greeting for the lead.

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5. Testing the Integration with Pabbly Connect

With everything set up, it’s time to test your integration. Generate a test lead using the Facebook Lead Ads testing tool. Ensure that you fill in the required fields like first name, last name, email, and phone number. Once submitted, check your WhatsApp for the automated message.

If the setup is correct, you should receive a WhatsApp message containing the webinar invitation, along with the details and joining link. This confirms that the integration between Facebook Lead Ads and WhatsApp via Pabbly Connect is functioning as intended.

In summary, by following these steps, you have successfully automated the process of sending webinar invitations through WhatsApp for new leads captured via Facebook Lead Ads using Pabbly Connect. This integration not only saves time but also enhances your webinar attendance rates.

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Conclusion

In conclusion, using Pabbly Connect to trigger webinar invitations on WhatsApp for new leads captured via Facebook Lead Ads is an efficient way to enhance communication and increase attendance. The steps outlined in this tutorial demonstrate how easy it is to automate this process effectively.

Learn how to send instant payment notifications from Razorpay to Slack using Pabbly Connect with this step-by-step tutorial. Automate your payment notifications now! 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. Accessing Pabbly Connect for Automation

To start sending instant payment notifications from Razorpay to Slack, you’ll first need to access Pabbly Connect. Navigate to the Pabbly Connect website and log in to your account. If you’re new, you can sign up for a free account to get started.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can manage your workflows and see the tasks allotted to your account. To create a new automation, simply click on the Create Workflow button. This is where you will set up the integration between Razorpay and Slack.

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2. Setting Up the Trigger with Razorpay

The first step in your workflow is to set up the trigger using Razorpay. In Pabbly Connect, select Razorpay as the trigger application. You will be prompted to choose a trigger event; select Order Paid as this will notify you whenever a payment is successfully made.

• Select Razorpay as the trigger application.
• Choose the trigger event: Order Paid.
• Copy the generated webhook URL.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Razorpay account to complete the connection. Go to your Razorpay dashboard, navigate to the Developer section, and select Webhooks. Here, you can add a new webhook and paste the URL you copied from Pabbly Connect.

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3. Testing the Trigger with a Sample Payment

After setting up the webhook in Razorpay, it’s essential to test the trigger to ensure it’s working correctly. You can do this by making a test payment through your Razorpay payment page. Enter the required details and complete the payment.

Once the payment is successful, return to Pabbly Connect. You should see a response from Razorpay that includes details like order ID, customer information, and payment amount. This confirms that your trigger is functioning correctly and is ready to send notifications.

• Make a test payment using Razorpay.
• Check Pabbly Connect for the payment response.
• Confirm the trigger event is working.

With the trigger successfully tested, you’re now ready to set up the action that will send notifications to Slack.

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4. Setting Up the Action to Send Notifications to Slack

The next step is to set up the action in Pabbly Connect that will send notifications to your Slack channel. Choose Slack as the action application and select Send Channel Message as the action event.

To connect Slack, click on the Connect button and authorize Pabbly Connect to access your Slack account. Choose the user token type, and select the channel where you want to send notifications. You can customize the message to include dynamic data from Razorpay, such as the order ID and customer details.

Select Slack as the action application. Choose Send Channel Message as the action event. Map the required fields such as order ID, price, and customer name.

Once you’ve configured the message, click on the Save and Test Request button. This will send a test message to your selected Slack channel, confirming that the integration is complete and working as intended.

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5. Verifying the Integration and Workflow Completion

After setting up the action, it’s crucial to verify that the entire workflow functions correctly. Go to your Slack channel and check for the test message sent from Pabbly Connect. It should contain all the relevant details about the payment made through Razorpay.

If everything looks good, your automation is ready. You can now sit back and let Pabbly Connect handle the notifications for you whenever a payment is received. This not only saves time but ensures your team is always updated on payment activities.

By using Pabbly Connect, you can easily create powerful workflows that automate many tasks, enhancing productivity and efficiency in your business operations.

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Conclusion

In conclusion, using Pabbly Connect to send instant payment notifications from Razorpay to Slack automates your workflow effectively. This integration allows your team to stay informed about payments in real time, enhancing communication and efficiency.