Connect LinkedIn with Gemini AI in Minutes

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To start your automation process, you need to access Pabbly Connect. This platform allows you to create workflows that integrate various applications seamlessly. Begin by visiting the Pabbly Connect website and logging into your account. If this is your first time, sign up to receive 100 free tasks each month.

Once logged in, navigate to the dashboard. Here, you can create new workflows. Click on the “Create Workflow” button and select the option to create using the quick builder. This feature allows you to set up your integration without any coding skills.


2. Setting Up Google Sheets as Trigger

In this step, you will set Google Sheets as the trigger for your automation using Pabbly Connect. Start by creating a new spreadsheet where you will input your LinkedIn post ideas. Ensure that your sheet has a designated column for the status of each post.

  • Open your Google Sheets and go to Extensions.
  • Select Pabbly Webhooks and then Initial Setup.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the URL, go back to your Google Sheets. In the Initial Setup dialog box, paste the webhook URL and set the trigger column (e.g., Column B) where the data is added. Click on the submit button to complete the setup.


3. Connecting Gemini AI to LinkedIn via Pabbly Connect

Next, you will connect Gemini AI to LinkedIn using Pabbly Connect. This integration allows you to generate images based on the ideas you input into Google Sheets. After setting up the trigger, go back to Pabbly Connect and create a new action step.

In the action step, select Gemini AI. You will need to enter your API key from the Google AI Studio to establish the connection. After entering the key, you will need to specify the model (e.g., Nano Banana Pro) and the method (e.g., Generate Content) for generating the image. Ensure that you map the data correctly to make it dynamic.


4. Posting to LinkedIn Using Pabbly Connect

After generating the image, the next step is to post it to LinkedIn through Pabbly Connect. In the action step, select LinkedIn as the application. Connect your LinkedIn account by entering your credentials. Once connected, map the image URL generated from Gemini and the caption from Google Sheets.

Set the visibility of the post to public and click on the “Save and Send Test Request” button. If successful, you will receive a confirmation response indicating that your post has been uploaded successfully to LinkedIn.


5. Updating Google Sheets with Post Status

The final step in this automation process is to update the Google Sheets with the status of the LinkedIn post using Pabbly Connect. Create another action step in your workflow to connect back to Google Sheets. Select the spreadsheet and specify the range where you want to update the status.

Map the row index and set the value to “Created” to indicate that the post has been successfully published. Click on the “Send Test Request” button, and once confirmed, your Google Sheets will reflect the updated status. This completes your workflow!


In conclusion, using Pabbly Connect allows you to automate the process of posting on LinkedIn directly from Google Sheets. By following these steps, you can streamline your social media management effortlessly.

This AI WhatsApp Tool Replaces Your Entire Support Team

Watch Step By Step Video Tutorial Below






1. Introduction to Pabbly Connect for WhatsApp Integration

In this tutorial, we will explore how to use Pabbly Connect to create a WhatsApp assistant. This assistant can efficiently handle customer queries using your business knowledge base. With the help of Pabbly Connect, you can automate responses and improve customer service.

By leveraging Pabbly Connect, businesses can set up a WhatsApp assistant that responds 24/7 to customer inquiries. This not only saves time but also ensures that customers receive immediate assistance, enhancing their overall experience.


2. Setting Up Pabbly Connect for Your WhatsApp Assistant

To begin with Pabbly Connect, you need to sign up at Pabbly’s website. Once signed up, navigate to the Pabbly Connect dashboard. Here, you will find various features that facilitate the integration process.

After logging in, follow these steps to set up your WhatsApp assistant:

  • Click on the “Add Assistant” button.
  • Enter a descriptive name for your assistant.
  • Select the instruction type as “AI Agent”.

Once these steps are completed, you will be ready to configure the assistant’s settings.


3. Configuring Your WhatsApp Assistant Settings

In this section, we will configure your assistant using Pabbly Connect. After selecting the instruction type, you will need to set the temperature, which controls the creativity of the responses. A temperature of 0.5 is recommended for balanced responses.

Next, choose the model provider as OpenAI and select the appropriate GPT model. You will need to enter your API key from OpenAI to connect it with Pabbly Connect. Ensure your OpenAI account is active for this process.

Once your API key is in place, you can customize additional settings such as:

  • Adding stop keywords that trigger human intervention.
  • Setting retry attempts for the assistant’s responses.
  • Creating fallback messages for error handling.

This configuration ensures that your assistant is well-equipped to handle various scenarios effectively.


4. Uploading Your Knowledge Base for the Assistant

Your assistant’s effectiveness depends on the knowledge base you provide. Using Pabbly Connect, you can upload a knowledge base file that contains all relevant business information. This file should be formatted as .txt or PDF and must not exceed 90 MB in size.

To upload your knowledge base, click on the “Add New File” option and select your prepared document. This is crucial as it acts as the brain for your assistant, enabling it to provide accurate and specific answers to customer queries.

Ensure that your knowledge base includes:

  • FAQs related to your business.
  • Information about services and products.
  • Any other relevant details that customers may inquire about.

This comprehensive knowledge base will enhance the assistant’s ability to respond effectively.


5. Finalizing Your WhatsApp Assistant Design

With your knowledge base uploaded, it’s time to finalize your assistant’s design using Pabbly Connect. You can customize the assistant’s appearance by modifying the header, subheading, and footer. This ensures that the assistant aligns with your brand identity.

After adjusting the design elements, activate your assistant by enabling the toggle switch and clicking on the “Save Assistant” button. This final step makes your assistant operational and ready to handle customer inquiries.

Additionally, you can embed your assistant on your website or other platforms, allowing for seamless integration into your existing systems. The versatility of Pabbly Connect in this aspect is a significant advantage for businesses looking to enhance customer engagement.


Conclusion

In conclusion, using Pabbly Connect to create a WhatsApp assistant can greatly enhance customer service by automating responses and providing instant support. This integration allows businesses to efficiently manage customer inquiries and improve overall satisfaction.

Businesses Are Automating WhatsApp Lead Management — Here’s How

Watch Step By Step Video Tutorial Below






1. Introduction to Automating WhatsApp Lead Management with Pabbly Connect

Automating WhatsApp lead management is essential for businesses looking to streamline their customer interactions. Using Pabbly Connect, you can easily integrate WhatsApp with other applications to manage leads efficiently.

In this tutorial, we will explore how to set up a WhatsApp chatbot using Pabbly Connect and Pabi, which will facilitate seamless communication with potential customers. Let’s dive into the setup process!


2. Setting Up Your WhatsApp Chatbot with Pabbly Connect

To begin, access the Pabi Chatflow platform to create your WhatsApp chatbot. Start by visiting the Pabi Chatflow URL and sign up or log in to your account. This platform allows you to design your chatbot flow easily.

  • Sign up for a free account on Pabi Chatflow.
  • If you’re an existing user, log in to your account.
  • Ensure to link your WhatsApp number with your Pabi account.

Once logged in, you can start creating your chatbot flow by dragging and dropping various message and action blocks. This is where Pabbly Connect will play a crucial role in automating the lead management process.


3. Designing Your WhatsApp Chatbot Flow

Now that you are on the flow page, you need to set up triggers and responses. The first step is to create a trigger that initiates the chatbot when a user sends a specific message, like “hello”. This is where Pabbly Connect helps in capturing the user’s input.

Next, design the welcome message and provide options for users to select their installation preferences. Use buttons for user interaction, and connect these buttons to custom fields to capture the necessary data. For example, you can set a custom field for the installation place.

  • Add buttons for options like “Residential Home”, “Office Building”, and “Factory”.
  • Create custom fields to store user responses.
  • Use the ask question node to gather additional information like average electricity bill.

These steps ensure that your WhatsApp chatbot is set up to gather essential lead information effectively using Pabbly Connect.


4. Integrating Google Sheets with Pabbly Connect

After capturing user data, the next step is to integrate this information with Google Sheets using Pabbly Connect. This integration allows you to store leads automatically without manual input.

To set this up, you will need to use the API request node within your Pabi Chatflow. Enter the webhook URL provided by Pabbly Connect for this integration. This URL will facilitate the data transfer between your chatbot and Google Sheets.

  • Select the POST method for your API request.
  • Input the necessary parameters such as full name, installation place, electricity bill, and address.
  • Map these parameters to the custom fields you created earlier.

This integration will ensure that every lead captured through your WhatsApp chatbot is stored in Google Sheets, streamlining your lead management process.


5. Finalizing Your WhatsApp Chatbot Setup with Pabbly Connect

Once your Google Sheets integration is complete, you can finalize your WhatsApp chatbot setup. Use the text button node to send a confirmation message to users after their data has been saved.

This message can include personalized elements such as the user’s name, which enhances customer engagement. After confirming that everything is working as intended, don’t forget to save your flow in Pabi Chatflow.

  • Test the entire flow by sending a message through WhatsApp.
  • Check Google Sheets to ensure data is being captured accurately.
  • Make adjustments as necessary to improve user experience.

With this setup, businesses can automate their WhatsApp lead management effectively using Pabbly Connect, reducing manual effort and increasing efficiency.


Conclusion

In conclusion, automating WhatsApp lead management using Pabbly Connect can significantly enhance business efficiency. By integrating WhatsApp with Pabi and Google Sheets, you can streamline your lead capture process and improve customer interaction.

How to Create a Slack Bot with Agentic AI

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To begin integrating Pabbly, Slack, and Slack WBO, you first need to access Pabbly Connect. This platform allows users to create workflows seamlessly without any coding. Start by visiting the Pabbly website and clicking on the “Get Started” button to create an account.

Once registered, log into your Pabbly Connect dashboard. You can choose a free plan that allows you to create up to five workflows. This is a great way to explore the capabilities of Pabbly Connect before opting for a paid plan.


2. Creating a Workflow in Pabbly Connect

After logging in, the next step is to create a new workflow. Click on the “Create Workflow” button in your dashboard. A pop-up will appear asking for a workflow name. Enter “RSS to Slack” and select a folder for organization.

  • Click on the “Create” button to proceed.
  • You will be taken to the workflow creation window.
  • Here, you can describe what you want to achieve with this integration.

In this step, you will set up the RSS feed that will send updates to your Slack channel. Ensure you provide the correct URL for the RSS feed you want to monitor.


3. Configuring the RSS Feed in Pabbly Connect

Now that your workflow is set up, it’s time to configure the RSS feed. In the configuration window, you will be prompted to enter the RSS feed URL. For this example, we’ll use the RSS feed from The Hindu newspaper.

  • Copy the RSS feed URL from The Hindu website.
  • Paste the URL into the Pabbly Connect configuration window.
  • Set the frequency for checking new articles, such as every 30 minutes.

After entering the necessary details, click on the “Save” button. This will allow Pabbly Connect to fetch updates from the RSS feed at the specified intervals.


4. Setting Up Slack Integration with Pabbly Connect

The next step is to set up the Slack integration. In the workflow, you will need to specify which Slack channel you want to send updates to. Enter the name of your Slack channel, for example, “Daily News”.

Next, you will need to generate a webhook URL from your Slack account to post messages. Navigate to your Slack API settings to create a new app. Follow the prompts to create an incoming webhook. Once created, copy the webhook URL and paste it into Pabbly Connect.

Now, Pabbly Connect will send messages to your specified Slack channel whenever a new article is posted to the RSS feed. Click on “Test” to ensure that the integration works correctly.


5. Testing and Finalizing the Integration

After setting up the RSS feed and Slack integration, it’s crucial to test the workflow. Click on the “Test Workflow” button in Pabbly Connect. This will simulate the process and check if everything is functioning correctly.

If the test is successful, you will see a confirmation message. You can then check your Slack channel to verify that the updates are being received as expected. If everything looks good, click on the “Activate” button to finalize your integration.

With this setup, Pabbly Connect will automatically post new articles from the RSS feed to your Slack channel, making it easier to stay updated on the latest news.


Conclusion

In conclusion, integrating Pabbly, Slack, and Slack WBO using Pabbly Connect is a straightforward process that enhances your workflow. By following the steps outlined in this tutorial, you can automate updates from your RSS feed to your Slack channel efficiently. Start using Pabbly Connect today to streamline your business processes!

Send Personalized WhatsApp Messages Based on Facebook Lead Responses

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your browser and search for pabby.com/connect. This will take you to the Pabbly Connect landing page.

If you are new to Pabbly Connect, sign up for a free account. You will receive 100 free tasks, allowing you to set up your automation without any costs. Once logged in, you’ll be directed to the dashboard where you can create your workflow.


2. Creating Your Workflow in Pabbly Connect

In Pabbly Connect, workflows consist of triggers and actions. For this integration, the trigger will be Facebook Lead Ads, specifically the “New Lead” event.

  • Select Facebook Lead Ads as the trigger application.
  • Choose “New Lead” as the event.
  • Click on the Connect button to add your Facebook account.

After connecting your Facebook account, select the Facebook page and lead generation form from the drop-down menus. Click on “Save and Send Test Request” to ensure that the connection is successful.


3. Sending WhatsApp Messages Based on Lead Categories

Now that your trigger is set up in Pabbly Connect, it’s time to send personalized WhatsApp messages based on the lead’s chosen category. You will need to add a router action to handle different service categories.

Set up a router by selecting “Router by Pabbly” as your action application. You can create multiple routes based on the services offered. For instance, one route for “Social Media Marketing” and another for “Performance Marketing Ads”.

  • Add a filter step for each route based on the selected service.
  • If the service is “Social Media Marketing”, send a specific WhatsApp message.
  • For “Performance Marketing Ads”, send a different message.

By mapping the lead’s phone number and name in the WhatsApp message template, you can personalize the messages effectively. This ensures that the communication feels direct and relevant to the lead.


4. Finalizing the Integration in Pabbly Connect

To finalize the integration, return to your action step where you will send the WhatsApp messages using Pabbly Connect. Choose “Pabbly Chatflow” as the action application.

In this step, you will need to provide the WhatsApp message template that has been approved by Meta. Map the recipient’s phone number and any variables like the lead’s name into the message body.

  • Enter the media URL for any images in the message.
  • Click on “Save and Send Test Request” to check if the message is sent successfully.
  • Verify the message on WhatsApp to ensure everything works correctly.

Once you have tested and confirmed the messages are sent, your integration is complete. You can now automate WhatsApp communications based on Facebook leads.


5. Conclusion

In this tutorial, we explored how to automate WhatsApp messages for Facebook Lead Ads using Pabbly Connect. By setting up triggers and actions, you can streamline your communication with leads effectively.

This integration not only saves time but also enhances customer engagement through personalized messaging. Start using Pabbly Connect today to elevate your lead management process!


Automate Bulk WhatsApp Marketing Easily

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Google Sheets, first, access Pabbly Connect. Visit the Pabbly Connect website and sign up for a free account if you are a new user.

Once logged in, you will see the dashboard where you can create a new workflow. This is essential for facilitating the integration between WhatsApp and Google Sheets using Pabbly Connect.


2. Creating a WhatsApp Broadcast in Pabbly Connect

After accessing Pabbly Connect, you need to create a WhatsApp broadcast for sending marketing messages. Click on the “Create New” button to start this process. This step is crucial for reaching out to multiple customers simultaneously.

  • Select “WhatsApp Broadcast” as the campaign type.
  • Name your campaign, for example, “Marketing Campaign”.
  • Choose the contact list you want to send the messages to.

Using Pabbly Connect, you can manage your contact lists efficiently, ensuring that your marketing messages reach the right audience.


3. Uploading Contacts from Google Sheets

To send messages through WhatsApp, you need to upload your customer contacts from Google Sheets to Pabbly Connect. Begin by downloading your contacts in CSV format from Google Sheets.

Once you have the CSV file, go back to your Pabbly Connect dashboard, navigate to the contacts section, and upload the CSV file. This allows you to create a contact list that can be used for your WhatsApp broadcast.


4. Sending Messages via WhatsApp Broadcast

After setting up your contacts, you can now send messages using the WhatsApp broadcast feature in Pabbly Connect. Select the approved template message you wish to send to your contacts.

  • Choose the message type: pre-approved template or regular message.
  • Upload any media files if necessary.
  • Test the broadcast by sending it to your own WhatsApp number first.

This process ensures that your marketing messages are sent out correctly through Pabbly Connect, allowing you to reach your customers effectively.


5. Scheduling Your WhatsApp Broadcast

Finally, you can schedule your WhatsApp broadcast using Pabbly Connect. This feature allows you to select a specific date and time for your messages to be sent, which can enhance your marketing strategy.

Make sure to choose a future date and time; otherwise, the messages will be sent immediately. Once scheduled, you can view the status of your broadcast and any analytics available.


Conclusion

In this tutorial, we covered how to integrate WhatsApp with Google Sheets using Pabbly Connect. By following these steps, you can efficiently send marketing messages to your customers, improving your outreach efforts.

How to Send Course PDFs on WhatsApp in Bulk

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Chatflow for WhatsApp Integration

To start using Pabbly Chatflow, open the dashboard by visiting pabbl.com/chartflow. If you are a new user, click on “Sign up for free” to create your account and get 100 free credits.

Once logged in, ensure you have added your WhatsApp number in Pabbly Chatflow. Click on the “Add WhatsApp Number” button to set it up. This is crucial for sending messages via WhatsApp.


2. Creating a Broadcast Campaign in Pabbly Chatflow

In this section, you will create a broadcast campaign using Pabbly Chatflow. Navigate to the “Broadcast” section on the left side of the dashboard. Click on the “Add Broadcast” button to begin.

  • Select “Broadcast Campaign” as the type.
  • Name your broadcast, e.g., “Java Training Week 1 Material”.
  • Choose the contact list for your recipients.

After selecting the contact list, you can refine your audience by excluding certain contacts. This ensures that only the intended recipients receive your message through Pabbly Chatflow.


3. Selecting the Message Type in Pabbly Chatflow

Now, you need to select the message type for your broadcast in Pabbly Chatflow. You can choose between a pre-approved template message or a regular message. If you choose a template, ensure it has been approved by WhatsApp.

If you opt for a regular message, select the “File” option. You can add a caption for the PDF you will send. For example, type in “Java Training Week 1 Material” and format it as needed.

  • Upload the PDF from your media library or your device.
  • Insert the uploaded PDF into your message.

Once you have set up your message, you can test it by sending it to a test mobile number. This step verifies that everything is working correctly within Pabbly Chatflow.


4. Scheduling Your Broadcast in Pabbly Chatflow

To schedule your broadcast, you have two options: send it instantly or schedule it for later. If you choose to schedule, select the date and time for your broadcast in Pabbly Chatflow.

For instance, if you want to send it on June 15th at 1:00 PM, select that date and time. After confirming, click on the “Add Broadcast” button to finalize your scheduling.

Once scheduled, only contacts who have messaged you in the last 24 hours will receive the broadcast. This feature helps manage your audience effectively through Pabbly Chatflow.


5. Tracking Broadcast Results with Pabbly Chatflow

After sending your broadcast through Pabbly Chatflow, you can track its performance. Check how many messages were sent, delivered, read, pending, or failed. This data is essential for optimizing future broadcasts.

By using Pabbly Chatflow, you can automate sending course materials weekly, ensuring timely delivery without manual effort. This automation saves time and enhances communication with your audience.


Conclusion

In this tutorial, we explored how to use Pabbly Chatflow to automate WhatsApp broadcasts effectively. By following the steps outlined, you can easily integrate and send course materials, enhancing your communication strategy.

Best WhatsApp Chatbot Platforms Ranked for Businesses

Watch Step By Step Video Tutorial Below






1. Automating WhatsApp with Pabbly Connect

Automating WhatsApp communications is essential for businesses today. With Pabbly Connect, you can streamline your WhatsApp interactions, whether for customer support or lead generation. This integration allows you to create automated workflows that respond to customer inquiries instantly.

To start, access your Pabbly Connect dashboard. From there, click on the “Create Workflow” button to begin setting up your WhatsApp automation. You’ll be guided through a series of steps to link WhatsApp with your desired applications.


2. Setting Up Pabbly Chartflow for WhatsApp

Pabbly Chartflow is a robust tool that enhances your WhatsApp automation capabilities. With Pabbly Connect, you can easily integrate Chartflow to create custom chatbot flows. This feature enables you to design conversational journeys tailored to your business needs.

  • Access the Pabbly Chartflow dashboard.
  • Select the flow builder option to create a new chatbot flow.
  • Use drag-and-drop features to customize your chatbot journey.

With Pabbly Connect, you can ensure that every interaction is automated and efficient. The flow builder allows you to visualize the customer journey, making it easier to manage your WhatsApp communications.


3. Utilizing WhatsApp Broadcasting via Pabbly Connect

WhatsApp broadcasting is crucial for reaching a large audience quickly. With Pabbly Connect, you can send bulk messages to your contacts without the hassle of manual entry. This feature is perfect for announcing new products or special promotions.

To set this up, navigate to the broadcasting section in Pabbly Chartflow. Here, you can create predefined message templates that can be sent to multiple users simultaneously. This saves time and enhances your marketing efforts.


4. Implementing AI Assistant in Pabbly Chartflow

The AI assistant feature in Pabbly Chartflow allows for personalized customer interactions. By integrating this with Pabbly Connect, you can train your assistant using your business’s knowledge base. This ensures that your customers receive accurate information quickly.

To create an AI assistant, click on the “Add Assistant” button in the Chartflow dashboard. Follow the prompts to input your knowledge base, which will enhance your assistant’s ability to respond to queries effectively.


5. Conclusion

In conclusion, integrating WhatsApp with Pabbly Connect enables businesses to automate their communications effectively. By utilizing Pabbly Chartflow, you can create custom chatbot flows, broadcast messages, and implement AI assistants for improved customer engagement.

For any business looking to streamline their WhatsApp interactions, Pabbly Connect is a powerful solution that combines all necessary features into one platform. Start automating your WhatsApp communications today!

Automate Your Entire Business Using WhatsApp AI (Full Setup)

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp AI with your business, access Pabbly Connect. This platform simplifies the automation process by connecting various applications seamlessly. Begin by navigating to the Pabbly Connect homepage.

If you are a new user, click on the “Sign Up Free” button to create an account. Existing users can simply log in. Once logged in, you can explore the features of Pabbly Connect that will allow you to automate your interactions effectively.


2. Creating Your AI Assistant Using Pabbly Connect

After logging into Pabbly Connect, navigate to the AI assistant page. Here, you can set up your WhatsApp AI assistant. This assistant will respond to customer queries automatically, enhancing your business communication.

  • Select the instruction type as “AI Agent”.
  • Adjust the temperature setting to control the creativity of responses.
  • Provide your OpenAI API key to connect the assistant with Pabbly Connect.

Ensure you save your settings after making these configurations. This setup will allow your AI assistant to fetch data from the provided knowledge base, ensuring accurate responses to customer inquiries.


3. Setting Up Your Knowledge Base in Pabbly Connect

The next step involves creating a knowledge base for your AI assistant. This knowledge base acts as the brain of your assistant, containing all necessary information about your business.

Upload your knowledge base document in either TXT or PDF format through Pabbly Connect. Make sure to include key points about your services, which will help the AI assistant provide accurate responses.

After uploading, you can preview how the knowledge base will be displayed to users. This is crucial for ensuring your customers receive relevant information promptly.


4. Configuring AI Settings in Pabbly Connect

In this section, configure the settings for your AI assistant within Pabbly Connect. This includes setting up the header and footer messages, as well as specifying stop keywords that can deactivate the assistant when needed.

Additionally, you can define retry attempts in case the AI fails to respond. This ensures that your customers always receive a reply, enhancing their experience.

  • Set the initial message that users will see when they interact with the assistant.
  • Customize the look and feel of your assistant by selecting themes and colors.
  • Enable the “Powered by Pabbly” label for branding purposes.

Once all configurations are complete, save your AI assistant settings to ensure they are active.


5. Enabling Your AI Assistant for Customer Interaction

Finally, enable your AI assistant to start interacting with customers through Pabbly Connect. Navigate to the settings and enable AI auto replies for your contact list.

You can also enable the assistant for specific chats. This allows for a tailored experience depending on the customer’s needs. Simply select the chat and choose the AI assistant you created.

After enabling, your assistant will automatically respond to customer queries, significantly reducing manual interaction. This automation is a game-changer for businesses looking to streamline their customer service operations.


Conclusion

Using Pabbly Connect, you can effortlessly automate your business communication with WhatsApp AI. This integration allows for efficient customer interactions, enhancing your service quality and saving time.

How to Log Razorpay Purchases Automatically in Google Sheets

Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To begin integrating Razer Pay with Google Sheets, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page at pabbl.com/connect.

If you are a new user, click on the “Sign Up for Free” button in the top right corner. This allows you to explore 100 tasks free every month, enabling you to create and test your automation.


2. Creating a Workflow in Pabbly Connect

Once logged in to Pabbly Connect, you will be directed to the workflow builder. This is where you will set up your automation. Click on the “Add Trigger” button to start.

  • Select Razer Pay as the trigger application.
  • Choose “Payment Captured” as the event.
  • Click on “Connect” to proceed.

After setting up the trigger, copy the webhook URL provided by Pabbly Connect. You will need this for the next step.


3. Setting Up Webhook in Razer Pay

Now, navigate to your Razer Pay dashboard. Go to “Account and Settings” on the left side menu, then select “Webhooks.” This is where you will add the webhook URL you copied from Pabbly Connect.

  • Click on “Add New Webhook”.
  • Paste the URL into the provided field.
  • Set the active event to “Payment Captured” and click “Create Webhook”.

After successfully adding the webhook, return to Pabbly Connect and proceed to the next step.


4. Capturing Webhook Response

To capture the webhook response, you need to make a test purchase. Enter your details to buy a product, such as a dress, and complete the payment process.

Once the payment is successful, Pabbly Connect will capture the webhook response, allowing you to see the details of the transaction. This includes the order ID, name, email, phone number, and payment method.


5. Adding Data to Google Sheets

Next, you need to add the captured data to Google Sheets. In your Pabbly Connect workflow, click on “Add New Action Step” and select Google Sheets as the action application.

  • Choose “Add New Row” as the event.
  • Connect your Google account.
  • Select the appropriate spreadsheet and sheet where you want the data to be added.

Map the data from the previous step to the respective fields in Google Sheets. Finally, click on “Save and Send Test Request” to confirm that the data is added successfully.


Conclusion

In this tutorial, we explored how to integrate Razer Pay with Google Sheets using Pabbly Connect. This automation allows you to capture payment details instantly and manage them efficiently in Google Sheets. By following these steps, you can enhance your workflow and save time on data entry.