Automatically Post New Product Updates to LinkedIn from BigCommerce Using Pabbly Connect

Learn how to automatically post new product updates from BigCommerce to LinkedIn using Pabbly Connect in this detailed 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


1. Accessing Pabbly Connect for Integration

To automate posting new product updates from BigCommerce to LinkedIn, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can click on ‘Sign In’.

Pabbly Connect offers new users 100 free tasks every month, allowing you to create various automations. Once logged in, you will land on the dashboard where you can begin integrating your applications.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to select between the new beta version or the classic version of the workflow builder. For this tutorial, select the classic version.

  • Click on ‘Create Workflow’
  • Name your workflow meaningfully
  • Choose a folder to save your workflow

After naming your workflow and selecting a folder, click on the ‘Create’ button. You will see two boxes: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response.


3. Setting Up BigCommerce as the Trigger

In this step, you will set BigCommerce as the trigger application using Pabbly Connect. Select BigCommerce from the trigger application options and choose the event as ‘Product Updated’. This means that whenever a product is updated in your BigCommerce store, it will trigger the workflow.

To connect your BigCommerce account, click on the ‘Connect’ button. You will see options for adding a new connection or selecting an existing one. If this is your first time, choose ‘Add New Connection’. You will need to enter details such as Client ID, Access Token, and Store Hash Key.

  • Log in to your BigCommerce account
  • Create an API account and get your credentials
  • Modify the necessary permissions for Pabbly Connect

After entering the required details, click on the ‘Save’ button to connect your BigCommerce account with Pabbly Connect. This allows Pabbly to receive updates whenever a product is modified.


4. Connecting LinkedIn for Action

Now that you have set up BigCommerce as the trigger, it’s time to set LinkedIn as the action application in Pabbly Connect. Choose LinkedIn and select the action event as ‘Share an Article’. This means that every time a product is updated, a post will be shared on your LinkedIn page.

Click on the ‘Connect’ button to link your LinkedIn account. You will need to enter your LinkedIn login credentials to authorize the connection. After successful authorization, you can proceed to set up the details for the LinkedIn post.

Fill in the content field with a static message Map the product name dynamically from BigCommerce Provide the article URL linking to the updated product

After filling in all the required fields, click on ‘Save and Send Test Request’. This will check if the post is created successfully on LinkedIn. If everything is set up correctly, you will see the new post on your LinkedIn page reflecting the latest product update.


5. Testing the Automation Workflow

After setting up the trigger and action, it’s time to test the automation to ensure everything works as intended with Pabbly Connect. Go back to your BigCommerce store and update any product. After saving the changes, return to Pabbly Connect to see if the update was captured.

If the update is successfully captured, Pabbly Connect will display the product details. This confirms that your automation is functioning correctly. You can check your LinkedIn page to verify that a new post has been created with the updated product information.

This automation allows you to save time and keep your LinkedIn followers informed about product updates without any manual effort. Whenever you make changes in BigCommerce, the information is automatically shared on LinkedIn, enhancing your business visibility.


Conclusion

In this tutorial, you learned how to automatically post new product updates from BigCommerce to LinkedIn using Pabbly Connect. By following the steps outlined, you can streamline your workflow and keep your audience updated effortlessly. This integration not only saves time but also enhances your marketing strategy by keeping your LinkedIn connections informed about your latest offerings.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Leads from Typeform to Google Sheets Automatically Using Pabbly Connect

Learn how to automatically add leads from Typeform to Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Typeform and Google Sheets Integration

To start integrating Typeform with Google Sheets using Pabbly Connect, first, visit the Pabbly website. Click on the ‘Sign In’ button if you already have an account, or sign up for a free account to receive 100 free credits monthly.

Once logged in, select Pabbly Connect from the available applications. This tool will help you automate the process of adding leads from Typeform to Google Sheets seamlessly. After accessing Pabbly Connect, you will be directed to the dashboard where you can create your workflow.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Flow’ button to start building your automation. You can choose to use the classic mode for this tutorial. Name your workflow appropriately, such as ‘Typeform to Google Sheets’, and click on the ‘Create’ button.

Now you will see options for triggers and actions. Select Typeform as your trigger app and choose the trigger event as ‘New Entry’. This means that every time a new form submission is made, the workflow will activate. Click on ‘Connect’ to link your Typeform account with Pabbly Connect.


3. Setting Up Typeform in Pabbly Connect

After connecting Typeform, you need to select the form you want to use for this integration. Click on the dropdown to choose your specific form, then click on ‘Save and Send Test Request’. This step ensures that Pabbly Connect can capture the data from Typeform correctly.

To test the integration, fill out the Typeform with sample data, including fields like first name, last name, phone number, email address, and company name. After submitting the form, return to Pabbly Connect to verify that it has captured the response accurately.


4. Connecting Google Sheets to Pabbly Connect

Now that Typeform is set up, it’s time to connect Google Sheets. Scroll down to the action section and select Google Sheets as your action app. Choose the action event as ‘Add New Row’. This action will add the new lead data into your Google Sheets automatically. using Pabbly Connect

Click on ‘Connect’ to link your Google Sheets account. If you already have a connection, you can select it; otherwise, create a new connection. Once connected, select the spreadsheet where you want the data to be added. You will also need to choose the specific sheet within that spreadsheet.

  • Select the spreadsheet named ‘Typeform New Submission’.
  • Map the data from Typeform to the corresponding columns in Google Sheets.
  • Ensure all fields like first name, last name, email, and phone number are mapped correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the integration works. You should see a positive response indicating that the data has been successfully added to Google Sheets.


5. Finalizing Your Integration Workflow

With both Typeform and Google Sheets connected through Pabbly Connect, your workflow is almost complete. You can now test the entire process by submitting another entry through Typeform. Check your Google Sheets to see if the new lead details appear correctly.

This integration allows you to automate the process of collecting leads, saving you time and effort. You can also explore other automation possibilities using Pabbly Connect to enhance your business workflows further. Remember, once set up, this automation will run in real-time, ensuring you never miss a lead.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to add leads from Typeform to Google Sheets automatically. By following the steps outlined, you can create a powerful integration that streamlines your lead collection process. Start using Pabbly Connect today to enhance your business efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Customer Support with AI Assistant for E-commerce via WhatsApp Using Pabbly Chatflow

Learn how to automate customer support for your e-commerce store via WhatsApp using Pabbly Chatflow. Step-by-step tutorial included. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Chatflow for WhatsApp Integration

To begin automating customer support via WhatsApp, the first step is to access Pabbly Chatflow. You can do this by visiting the Pabbly website and signing in or signing up for a free account.

Once logged in, you will see the dashboard where you can manage all your applications. To set up the WhatsApp integration, click on the ‘Access Now’ button under the Pabbly Chatflow section. This will direct you to the main interface where you can start building your AI assistant.


2. Setting Up WhatsApp Integration in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to integrate your WhatsApp number. You will find an option to add your WhatsApp number in the top right corner of the dashboard. Click on it to proceed with the integration.

  • Select ‘WhatsApp Connect’ as your preferred method.
  • Alternatively, you can opt for manual token connect if needed.
  • Follow the prompts to enter your Meta Access Token and WhatsApp Business Account ID.

Once you have entered all the required details, click on ‘Next’ to complete the integration process. This step is crucial as it allows your AI assistant to communicate with customers via WhatsApp seamlessly.


3. Creating Your AI Assistant in Pabbly Chatflow

With WhatsApp successfully integrated, you can now create your AI assistant. Go to the ‘AI Assistant’ feature on the left sidebar of Pabbly Chatflow. Click on the ‘Add AI Assistant’ button to start the setup.

You will be prompted to name your assistant; for example, you can name it ‘Shop Assistant’. After naming, you’ll need to configure the AI settings. Select the option for an AI agent and set the creativity level for responses, generally around 0.7 for balanced responses.

  • Input the OpenAI API key for advanced capabilities.
  • Customize the header and footer messages for your assistant.
  • Set up fallback messages to ensure customer queries are addressed even if the assistant cannot provide an answer.

After configuring these settings, click on ‘Save’ to finalize your AI assistant setup. This assistant will now be ready to handle customer inquiries automatically.


4. Testing Your AI Assistant on WhatsApp

After setting up your AI assistant in Pabbly Chatflow, it’s crucial to test its functionality. To do this, navigate back to your WhatsApp chat where the assistant is connected. Send a message like ‘Hi, I need help’ to initiate a conversation.

The AI assistant should respond promptly, confirming it is ready to assist. You can ask questions related to your services, product details, or order statuses, and the assistant should provide accurate responses based on its configuration.

Test various queries to ensure the assistant handles them correctly. Check the response time and accuracy of the answers provided. Make necessary adjustments in the assistant’s settings if required.

Once satisfied with the performance, your AI assistant is ready to provide customer support on WhatsApp efficiently.


5. Conclusion: Efficient Customer Support with Pabbly Chatflow

In conclusion, using Pabbly Chatflow to automate customer support via WhatsApp is a powerful solution for e-commerce businesses. By following the steps outlined, you can create an AI assistant that handles customer inquiries effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This integration not only saves time but also enhances customer satisfaction by providing instant support. Start using Pabbly Chatflow today to transform your customer service experience.

How to Send WhatsApp Booking Confirmation After Contact Form 7 Using Pabbly Connect

Learn how to send WhatsApp booking confirmations automatically after Contact Form 7 submissions using Pabbly Connect. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To send WhatsApp booking confirmations after a Contact Form 7 submission, the first step is to access Pabbly Connect. This powerful automation platform simplifies the process of integrating various applications without any coding skills.

Visit the Pabbly website by typing Pabbly.com in your browser. Once there, you can either sign in if you have an account or sign up for free to get started. The sign-up process provides you with 100 free tasks monthly, making it easy to test the platform.


2. Creating a New Workflow in Pabbly Connect

After signing into your Pabbly account, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow to handle WhatsApp booking confirmations.

Click on the Create Workflow button and select the classic workflow builder. Name your workflow something descriptive, such as ‘Send WhatsApp Booking Confirmation After Contact Form 7’. Choose a folder for organization, like ‘WhatsApp Automations’, and click Create.

  • Select the trigger as Contact Form 7.
  • Set the trigger event to New Form Submission.
  • Click on Connect to establish the integration.

Now, you have successfully created a workflow that will trigger whenever a new form submission is received through Contact Form 7.


3. Setting Up the Webhook for Contact Form 7

The next step involves setting up a webhook to connect Contact Form 7 with Pabbly Connect. This webhook will act as a bridge to send data from the form submissions to Pabbly.

In your Contact Form 7 plugin on WordPress, navigate to the form you created (e.g., ‘Booking’) and click on the Webhook tab. Here, paste the webhook URL provided by Pabbly Connect into the designated field.

  • Remove any previously existing webhook URLs.
  • Scroll down and click on Save to apply changes.

Once the webhook is saved, your Contact Form 7 is now set to send submission data directly to Pabbly Connect.


4. Testing the Integration and Capturing Responses

With the webhook set up, it’s time to test the integration. Go back to your Pabbly Connect workflow and click on Test Submission in your Contact Form 7. Fill out the form with dummy data and submit it.

After submission, return to Pabbly Connect to see if the response has been captured. You should see the details of the submission, including the name, email, and phone number.

Ensure that the data matches what you submitted. This confirms that the connection between Contact Form 7 and Pabbly Connect is working.

Now, you have successfully tested the integration, and Pabbly Connect is ready to send WhatsApp messages based on form submissions.


5. Sending WhatsApp Confirmation Messages

To send WhatsApp booking confirmations, configure the action step in your Pabbly Connect workflow. Choose WhatsApp Cloud API as the action application and select Send Template Message as the action event.

Connect your WhatsApp Cloud API account by entering the required details, including the access token, phone number ID, and WhatsApp business account ID. These can be found in your Meta for Developers account.

Map the phone number and name fields from the Contact Form 7 response. Select the template ID for your confirmation message.

Once all details are entered, click Save and Send Test Request. You should receive a confirmation message on WhatsApp, confirming that the automation is functioning correctly.


Conclusion

By following these steps, you can effectively send WhatsApp booking confirmations after receiving submissions from Contact Form 7 using Pabbly Connect. This automation saves time and enhances customer communication, ensuring every lead is acknowledged promptly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Log Payments from Razorpay to Google Sheets Using Pabbly Connect

Learn how to log payments from Razorpay to Google Sheets using Pabbly Connect with this step-by-step tutorial. Automate your payment logging effortlessly! 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


1. Accessing Pabbly Connect for Integration

To log payments from Razorpay to Google Sheets, start by accessing Pabbly Connect. Open a new tab in your browser and go to Pabbly.com/connect. This platform allows you to integrate various applications without any coding skills.

Once on the Pabbly Connect page, you can either sign up or log in if you already have an account. Click on the ‘Sign Up’ button for new users to get 100 free tasks, or ‘Sign In’ if you are an existing user. After logging in, navigate to the Pabbly Connect dashboard to begin creating your workflow.


2. Creating Your Workflow in Pabbly Connect

After logging in to Pabbly Connect, select the option to create a new workflow. Name your workflow something like ‘Log Payments from Razorpay to Google Sheets’ and choose a folder for organization. Click the ‘Create’ button to proceed.

  • Choose Razorpay as your trigger application.
  • Select the event as ‘Payment Captured’.
  • Click on the ‘Connect’ button to generate a webhook URL.

Copy the generated webhook URL from Pabbly Connect and head to your Razorpay account. This is where you will set up the webhook to capture payment details automatically.


3. Setting Up Webhook in Razorpay

In your Razorpay dashboard, navigate to the account settings and find the webhooks section. Click on the ‘Add New Webhook’ button. Paste the webhook URL you copied from Pabbly Connect into the appropriate field.

  • Set the action event as ‘Payment Captured’.
  • Click on the ‘Create Webhook’ button to save your settings.

Once the webhook is saved, Razorpay will start sending payment data to Pabbly Connect whenever a payment is captured, allowing you to automate the logging process.


4. Mapping Data to Google Sheets

Now that Razorpay is set up to send data to Pabbly Connect, the next step is to map this data to Google Sheets. Add a new action step in your workflow and select Google Sheets as the action application.

Choose ‘Add New Row’ as the action event. Connect your Google account to Pabbly Connect. Select the Google Sheet you want to log payments into.

Map the fields from Razorpay to the corresponding columns in your Google Sheet, ensuring that all necessary information like first name, last name, email, and amount are correctly aligned. After mapping, click on the ‘Save and Send Test Request’ button to verify that data is being logged correctly.


5. Completing the Automation Setup

After testing the integration, ensure that the send on event option is activated in Pabbly Connect. This ensures that every successful payment captured by Razorpay will automatically create a new entry in your Google Sheet.

Your automation is now complete! With Pabbly Connect, you can effortlessly log payments from Razorpay to Google Sheets, allowing for seamless data management and tracking.


Conclusion

In this tutorial, we explored how to log payments from Razorpay to Google Sheets using Pabbly Connect. This integration automates the logging process, making it easier to manage your payment data efficiently. By following these steps, you can streamline your payment tracking effortlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send Personalized Thank You Notes via Email After Purchase from Razorpay Using Pabbly Connect

Learn how to send personalized thank you emails after purchases using Pabbly Connect and Razorpay. Step-by-step guide to automate your customer appreciation process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To send personalized thank you notes via email after a purchase from Razorpay, you need to access Pabbly Connect. Start by opening a new browser tab and navigating to babley.com/connect.

Once on the Pabbly homepage, sign up for a free account or log in if you already have one. Pabbly Connect allows you to create automation workflows that facilitate the integration between Razorpay and Gmail, ensuring that thank you emails are sent automatically after a customer completes a purchase.


2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see the dashboard where you can manage your automation workflows. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to choose between the new version and the classic version of the workflow builder. Select the new version for a better experience.

  • Click on the ‘Select’ button to proceed.
  • Name your workflow, for example, ‘Send Personalized Thank You Notes via Email After Purchase from Razorpay’.
  • Choose a folder for your workflow and click ‘Create’.

After creating the workflow, you will be directed to the workflow builder page of Pabbly Connect. Here, you will need to activate your workflow by toggling the button on.


3. Setting Up Triggers and Actions

In Pabbly Connect, the workflow consists of triggers and actions. A trigger is the event that starts the workflow, while an action is what happens as a result of that trigger. For this integration, click on the ‘Add Trigger’ option and select Razorpay.

Choose ‘Payment Captured’ as the app event and click the ‘Connect’ button. This will generate a webhook URL, which you will need to copy and paste into your Razorpay dashboard to establish a connection between Razorpay and Pabbly Connect.

  • Navigate to the Razorpay dashboard and click on ‘Developers’ in the left menu.
  • Select ‘Webhooks’ and click on ‘Add New Webhook’.
  • Paste the copied webhook URL and set the event to ‘Payment Captured’ before clicking ‘Create Webhook’.

Once the webhook is created successfully, return to Pabbly Connect to test the connection by making a purchase through Razorpay.


4. Testing the Connection with Razorpay

To test the connection between Razorpay and Pabbly Connect, you need to simulate a purchase. Go back to your Razorpay dashboard and navigate to the payments page. Select a product to purchase, fill in the required details, and complete the payment process.

Once the payment is successful, Pabbly Connect will receive the webhook response containing the payment details. This response includes critical information such as the customer’s email, name, and the payment amount, which will be used in the thank you email.

Ensure that you note the amount received in the webhook response, which will be in pesas. Prepare to convert the amount from pesas to rupees using a number formatter in the next step.

This successful test confirms that Razorpay is now connected to Pabbly Connect, allowing for automated email communication.


5. Sending Thank You Emails via Gmail

With the connection established, the next step in Pabbly Connect is to send a thank you email through Gmail. Click on the ‘Add Action’ button and select Gmail as the application. Choose ‘Send Email v1’ as the action event and click ‘Connect’.

Authorize your Gmail account and proceed to fill out the required fields. Map the recipient’s email address to the email received from Razorpay. For the email subject, enter ‘Thank You for Your Purchase’ and write the body content of the email, including the customer’s name and the purchase amount converted to rupees.

Use the mapped fields to personalize the email content. Test the email sending process to ensure everything is set up correctly.

Once the test is successful, your workflow is complete. Now, every time a payment is captured through Razorpay, a personalized thank you email will automatically be sent to the customer via Gmail, showcasing the power of Pabbly Connect.


Conclusion

In this tutorial, we demonstrated how to send personalized thank you notes via email after purchases from Razorpay using Pabbly Connect. This integration not only automates the thank you process but also enhances customer relationships effortlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By leveraging the capabilities of Pabbly Connect, businesses can streamline their communication and ensure a positive customer experience after every transaction. Start using Pabbly Connect today to automate your workflows and improve customer satisfaction.

How to Add New Leads from Typeform to Google Sheets Using Pabbly Connect

Learn how to seamlessly add new leads from Typeform to Google Sheets using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Typeform with Google Sheets, you first need to access Pabbly Connect. Open a new tab and type in the URL babbly.com/connect to reach the Pabbly Connect homepage.

Once on the homepage, you will find options to sign up or sign in. New users can register for free and get 100 tasks monthly. After signing in, click on the Access Now button to navigate to the Pabbly Connect dashboard, where you can manage your automation workflows.


2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the Create Workflow button located in the top right corner of the dashboard. You will see two options for workflow builders: the new version and the classic version. Choose the new version for better flexibility and a drag-and-drop interface.

  • Click on Select to proceed with the new workflow version.
  • Enter a workflow name, such as Add New Leads from Typeform to Google Sheets.
  • Select a folder for your workflow, or create a new one if needed.

After setting the name and folder, click on the Create button. Your new workflow will be created successfully, and you will be directed to the workflow builder page, where you can toggle the activation button on.


3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the workflow consists of triggers and actions. A trigger initiates the workflow when an event occurs, while an action is the task that follows. To set up the trigger, click on the plus icon and select Typeform as the trigger app.

  • Choose New Entry as the app event.
  • Click Connect and select Add New Connection.
  • Authorize Pabbly Connect to access your Typeform account.

Once the connection is successful, select the lead form you have created in Typeform. After selecting the form, click on Save and Send Test Request to ensure that Pabbly Connect receives a webhook response from Typeform.


4. Adding Google Sheets Action in Pabbly Connect

After setting up the trigger, it’s time to add the action step. Click the plus button again and select Google Sheets as the action app. Choose Add New Row as the action event and click Connect.

Similar to the previous step, select Add New Connection to authorize Pabbly Connect to access your Google Sheets. Sign in with your Gmail account and grant the necessary permissions. Once connected, select the spreadsheet where you want the new leads to be added.

Map the fields from Typeform to Google Sheets: Name, Email, Phone Number, Dance Category, and Starting From. Ensure all fields are accurately filled to match the Typeform entries.

After mapping the fields, click on Save and Send Test Request to verify that the data is correctly added to your Google Sheets.


5. Testing and Finalizing Your Integration

Once you have set up the action step, it’s crucial to test the integration. Go back to your Typeform and fill out a test entry. After submitting the form, return to Pabbly Connect and check if the response was received successfully.

If the test is successful, you should see the new entry reflected in your Google Sheets. This confirms that the integration is working perfectly. To finalize, ensure that the Send on Events option is enabled in your Google Sheets add-ons for continuous data transfer.

Check your Google Sheets to see the new lead entry with all the details. You can now manage your leads effectively using this automation.

With this setup, every new lead from Typeform will automatically populate your Google Sheets, making it easier for you to track and manage your leads efficiently.


Conclusion

In this tutorial, we demonstrated how to seamlessly integrate Typeform with Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads, ensuring you have easy access to all lead information in one place. Start using Pabbly Connect today to enhance your workflow!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Save Facebook Lead Ad Info in Notion CRM Using Pabbly Connect

Learn how to save Facebook Lead Ad information directly into Notion CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. 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


1. Accessing Pabbly Connect for Integration

To save Facebook Lead Ad information in Notion CRM, the first step is to access Pabbly Connect. This platform allows you to create automated workflows between various applications, including Notion and Facebook.

Visit Pabbly Connect and sign up for a free account. Once logged in, you can start creating your workflow to connect Facebook Lead Ads with your Notion CRM.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button to initiate the process. This is where you will set up the automation.

  • Select the trigger application as Facebook Lead Ads.
  • Choose the trigger event as New Lead.
  • Connect your Facebook account to Pabbly Connect.

Once the trigger is set, you can proceed to define the action that will take place when a new lead is generated. This is where Pabbly Connect makes it easy to automate the entire process.


3. Setting Up the Trigger for Facebook Lead Ads

To set up the trigger, choose Facebook Lead Ads from the list of applications in Pabbly Connect. You’ll be prompted to select your Facebook page and the specific lead form you want to use.

Once selected, click on ‘Connect’ to authorize Pabbly Connect to access your Facebook Lead Ads. After successful authorization, you can test the trigger to ensure that it captures lead information correctly.


4. Adding Action to Save Leads in Notion

Next, you will add an action step to save the lead information into Notion. Select Notion as the action application in Pabbly Connect and choose the action event as ‘Create Database Item’.

  • Connect your Notion account to Pabbly Connect.
  • Select the database where you want to save the lead info.
  • Map the fields from Facebook Lead Ads to your Notion database.

After mapping the data, click on ‘Save & Send Test Request’. This will send a test lead to your Notion database, confirming that the integration is working smoothly through Pabbly Connect.


5. Testing and Verifying the Integration

Once the setup is complete, it’s crucial to test the integration. Go back to your Facebook Lead Ads and create a test lead. This will trigger the workflow in Pabbly Connect.

Check your Notion CRM to verify that the lead information has been saved correctly. You should see the new lead entry with all the mapped details like name, email, phone number, and company name.


Conclusion

In this tutorial, we’ve demonstrated how to save Facebook Lead Ad information directly into Notion CRM using Pabbly Connect. By following these steps, you can automate your lead management process efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With Pabbly Connect, integrating Facebook Lead Ads and Notion becomes a seamless experience, ensuring that no lead is missed and all information is organized effectively.

Automate Customer Feedback Collection Using Pabbly Chatflow and WhatsApp

Learn how to automate customer feedback collection using Pabbly Chatflow and WhatsApp. Follow our step-by-step guide to streamline your feedback process. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Chatflow for Feedback Collection

In this tutorial, we will explore how to use Pabbly Chatflow to automate customer feedback collection via WhatsApp. Manually collecting feedback can be tedious and time-consuming; thus, automating this process can save valuable time and resources. With Pabbly Chatflow, you can create a WhatsApp chatbot that gathers feedback efficiently.

To get started, you need to have a Pabbly Chatflow account. Once logged in, you can create a WhatsApp chatbot that interacts with your customers. This chatbot will send automated responses and collect feedback seamlessly. Let’s dive into the steps required to set this up.


2. Setting Up Your WhatsApp Chatbot with Pabbly Chatflow

The first step in creating your WhatsApp chatbot is to add your WhatsApp number to Pabbly Chatflow. Navigate to the dashboard and look for the ‘Add WhatsApp Number’ button. You will have two options: WhatsApp Connect and Manual Token Connect. Select your preferred method to integrate your WhatsApp account.

After adding your WhatsApp number, follow these steps to create your chatbot:

  • Access the Flow Builder in Pabbly Chatflow.
  • Click on ‘Add Flow’ and name it as ‘WhatsApp Chatbot for Feedback Collection’.
  • Select the trigger event as ‘Keyword/Regex Match’ and set your keywords (e.g., ‘review feedback’).

With these steps completed, you have set the foundation for your WhatsApp chatbot using Pabbly Chatflow. Next, you will define the actions that the bot will take when a user sends a keyword.


3. Defining Actions for Customer Feedback Collection

Once the trigger is set, the next step is to define how the chatbot will interact with the user. You will need to ask for the customer’s full name, rating, and additional comments. To do this, drag the ‘Ask Question’ action into your flow.

Here’s how to set up the actions in Pabbly Chatflow:

  • First, ask for the full name and store it in a contact custom field.
  • Next, ask for the customer’s overall experience rating (e.g., good, average, poor).
  • Finally, request additional comments from the user.

By structuring these questions, your WhatsApp chatbot will effectively gather customer feedback. Each response will be saved in the respective fields, allowing for easy access and analysis later on.


4. Integrating Google Sheets with Pabbly Connect

To store the feedback collected through your WhatsApp chatbot, you will integrate Pabbly Connect with Google Sheets. This integration will automate the process of adding feedback to your spreadsheet in real-time.

Follow these steps to set up the integration:

In Pabbly Chatflow, add an API request after the feedback collection steps. Select ‘POST’ as the request type and enter the webhook URL provided by Pabbly Connect. Map the fields (name, rating, comments) to their respective contact custom fields.

This integration ensures that every piece of feedback is automatically logged into your Google Sheets, making it easy for your team to review and analyze customer responses.


5. Testing and Launching Your WhatsApp Chatbot

After setting up the chatbot and integrating it with Google Sheets, it’s time to test the entire flow. Send a message with the keyword you defined earlier (e.g., ‘review’) to your WhatsApp number. The chatbot should respond by asking for the customer’s name, rating, and comments.

Once the feedback is collected, check your Google Sheets to confirm that the details were added successfully. This testing phase is crucial to ensure that your Pabbly Chatflow setup is functioning as intended.

Finally, once testing is complete and everything is working smoothly, you can officially launch your WhatsApp chatbot for customer feedback collection. This automation will save you time and enhance your customer interaction experience.


Conclusion

In conclusion, using Pabbly Chatflow to automate customer feedback collection via WhatsApp streamlines the process significantly. By implementing the steps outlined in this tutorial, you can enhance customer engagement and efficiently gather valuable insights. Start using Pabbly Connect and Pabbly Chatflow today to transform your feedback collection process!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Notify Admin via Gmail When Facebook Lead Fills Form Using Pabbly Connect

Learn how to integrate Gmail and Facebook Lead Ads using Pabbly Connect to notify admins whenever a new lead is received. Follow our step-by-step guide!

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To notify your admin via Gmail when a Facebook lead fills out a form, you first need to access Pabbly Connect. Open your browser and go to Pabbly.com/connect. This tool allows you to automate tasks without coding.

Once on the Pabbly Connect landing page, you can either sign in if you’re an existing user or sign up for free to explore its features. After signing in, navigate to the Pabbly Connect dashboard to begin creating your workflow.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start. You will be prompted to choose between the new or classic workflow builder. Select the new one for a more modern experience. using Pabbly Connect

  • Click on ‘Create’ after naming your workflow.
  • This opens the workflow window where you can set up triggers and actions.
  • Make sure to select ‘Facebook Lead Ads’ as your trigger application.

After setting up the workflow, you will need to define the trigger event. This is crucial as it determines when your workflow will activate. In this case, select ‘New Lead Instant’ as the trigger event.


3. Connecting Facebook Lead Ads with Pabbly Connect

To connect Facebook Lead Ads with Pabbly Connect, click on ‘Add New Connection’. You will be prompted to select your Facebook account. Ensure you grant the necessary permissions for the connection to work effectively.

Next, select the specific Facebook page and lead form you want to track. This is essential to ensure that the workflow only triggers for the relevant leads. After making these selections, click on ‘Save and Send Test Request’ to capture the lead details.


4. Setting Up Gmail Notification for New Leads

Now, after successfully capturing the lead details, the next step is to notify your admin via Gmail. Click on ‘Add New Action Step’ and select Gmail as your action application. Choose ‘Send Email V1’ as the action event. using Pabbly Connect

  • Connect your Gmail account by clicking on ‘Add a New Connection’.
  • Select your Gmail account and grant the required permissions.
  • Enter the recipient’s email address, which will be your admin’s email.

After entering the required information, map the lead details from the previous step into the email content. This ensures that each email sent contains the latest lead information dynamically.


5. Finalizing the Workflow and Testing

Once you have set up the email content, click on ‘Save and Send Test Request’ to verify that everything is working correctly. Check your Gmail inbox to confirm that the notification has been received.

If the test is successful, your workflow is now complete! From now on, whenever a new lead is captured via Facebook Lead Ads, your admin will receive an email notification automatically through Pabbly Connect.

This automation not only saves time but also ensures that your team stays informed about new leads promptly.


Conclusion

Using Pabbly Connect, you can easily set up an automated workflow to notify your admin via Gmail whenever a new Facebook lead fills out a form. This integration streamlines communication and enhances lead management.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.