Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Onboarding

Pabbly Connect is an excellent platform for automating your onboarding processes. By using Pabbly Connect, you can streamline communications and eliminate repetitive tasks associated with onboarding new employees or customers.

This tutorial will guide you through the steps to create an automated onboarding workflow using Pabbly Connect, integrating Typeform for form submissions and Gmail for email notifications.

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2. Setting Up Your Workflow in Pabbly Connect

To start, log into your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located on the right side of the dashboard.

• Select ‘Create using Quick Builder’
• Enter a prompt such as “Create a workflow where Typeform entries trigger a Gmail email”
• Approve the workflow structure generated by Pabbly Connect

After setting up the workflow, you will need to integrate Typeform and Gmail within Pabbly Connect to complete the onboarding automation.

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3. Integrating Typeform with Pabbly Connect

To integrate Typeform, navigate to the Typeform application in Pabbly Connect. Click on the ‘Connect’ button to establish a connection.

• Choose ‘Add New Connection’
• Sign in to your Typeform account
• Select the form you want to use for capturing responses

Ensure the response format is set to ‘Simple’ to capture individual responses effectively. Save the settings and send a test request to verify the integration.

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4. Sending Emails via Gmail through Pabbly Connect

Next, you will need to integrate Gmail to send emails automatically to new joiners. Open the Gmail application in your Pabbly Connect workflow.

• Press ‘Connect’ and choose ‘Add New Connection’
• Sign in with your Google account
• Map the recipient email using the data from Typeform

Fill in the email subject and body, including any necessary details about the joining documents. Once completed, save and send a test email to ensure everything is functioning correctly.

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5. Finalizing and Testing Your Pabbly Connect Workflow

After integrating both Typeform and Gmail, it’s time to finalize your workflow. Review all settings and ensure that the data mappings are correct.

Test the entire process by submitting a sample entry through your Typeform. Check your Gmail to confirm that the email is received with the correct information. This step is crucial to ensure your onboarding automation is working seamlessly.

With Pabbly Connect, your onboarding process is now automated, allowing for efficient communication with new employees without manual intervention.

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Conclusion

In this tutorial, we explored how to automate your onboarding process using Pabbly Connect, integrating Typeform and Gmail effectively. This automation not only speeds up onboarding but also enhances communication efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WooCommerce and Zoho CRM Integration

To automatically add WooCommerce customers to Zoho CRM, start by accessing Pabbly Connect. If you’re a new user, open a new tab and search for pabbly.com/connect in your browser.

Once on the landing page, click on the “Sign Up for Free” button at the top right corner. You will receive 100 free tasks each month to explore the features of Pabbly Connect and set up your automation.

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2. Creating a Workflow in Pabbly Connect

After signing up, navigate to the workflow builder within Pabbly Connect. This is where you will set up the integration between WooCommerce and Zoho CRM.

• Click on the “Add Trigger” button.
• Search for “WooCommerce” and select it.
• For the event, choose “New Order” and click on “Connect”.

After clicking connect, you will receive a webhook URL. Copy this URL to set up the connection in WooCommerce.

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3. Setting Up WooCommerce for Webhooks

Now, go to your WordPress dashboard where WooCommerce is installed. From the left menu, navigate to “WooCommerce > Settings” and then select the “Advanced” tab.

Under the “Advanced” section, click on “Webhooks”. Here, click on the “Add Webhook” button to create a new webhook.

• Enter a name for the webhook, such as “New Order”.
• Set the status to “Active”.
• Select “Order Created” for the topic.
• Paste the copied webhook URL in the “Delivery URL” field.

Click the “Save Webhook” button to finalize the setup.

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4. Capturing the Order Response in Pabbly Connect

After saving the webhook, return to Pabbly Connect and click on “Recapture Webhook Response”. This will allow you to capture the order details.

To generate a test order, go back to your WooCommerce store and add a product to your cart. Proceed to checkout and complete the order as a test customer.

• Enter customer details such as name and email.
• Select a payment method and place the order.

Once the order is placed, Pabbly Connect will capture the response, allowing you to see the order details in your workflow.

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5. Adding Zoho CRM as an Action in Pabbly Connect

Now, add a new action step in Pabbly Connect by searching for “Zoho CRM” and selecting it. Choose the event as “Create Contact” and click on “Connect”.

If you haven’t created a connection yet, click on “Add New Connection” and enter your Zoho CRM domain. After saving, grant the necessary permissions.

• Select the lead source as “Online Store”.
• Map the customer details from the order response to the fields in Zoho CRM.

Finally, click on “Save and Send Test Request” to verify that the contact is successfully created in Zoho CRM.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to automatically add WooCommerce customers to Zoho CRM. This integration streamlines your process and saves time by eliminating manual entry.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To create WhatsApp automation for your agency, start by accessing Pabbly Chatflow. Open your browser and navigate to www.pabbly.com/chatflow. This platform is essential for integrating various applications seamlessly.

Once on the site, you’ll have two options: “Sign In” for existing users or “Sign Up for Free” for new users. Signing up grants you 100 free credits monthly, allowing you to explore the features of Pabbly Chatflow before committing.

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2. Setting Up WhatsApp in Pabbly Chatflow

After signing in, navigate to the dashboard of Pabbly Chatflow. Here, you’ll see your credit status and options to add your WhatsApp number. Click on “Add WhatsApp Number” to begin the integration process.

• Select “WhatsApp Connect” as your preferred method.
• Alternatively, use a manual token if necessary.

For detailed steps on connecting your WhatsApp, refer to the provided resources. This is crucial for enabling your WhatsApp automation to function correctly through Pabbly Chatflow.

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3. Creating Your AI Assistant in Pabbly Chatflow

To set up an AI assistant, click on the “AI Assistant” option in the left sidebar of Pabbly Chatflow. You can name your assistant something like “Best WhatsApp Automation Software for Agencies” and proceed to configure its settings.

In the settings, you’ll define the AI instructions and adjust parameters like creativity level. Set the temperature to 0.7 for a balance between creativity and focus. Ensure you have your API key ready for integration with OpenAI, which is necessary for the assistant to function.

• Toggle on the header and footer messages for enhanced interaction.
• Define a stop keyword for user control over the conversation.

After configuring the assistant, save your settings to ensure everything is stored correctly in Pabbly Chatflow.

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4. Integrating Knowledge Base into Pabbly Chatflow

Next, you’ll need to upload a knowledge base that your AI assistant can reference. In Pabbly Chatflow, select “Upload File” under the knowledge source section. This document should contain all relevant information about your agency.

Upload your file, ensuring it is in .txt or PDF format. If your document includes images, keep the page count under 10. This knowledge base is vital for providing accurate answers to user inquiries.

• Ensure the document outlines services, pricing, and company details.
• After uploading, confirm the AI assistant can access this information.

Once uploaded, your assistant will be equipped to handle inquiries based on the knowledge base, enhancing user experience through Pabbly Chatflow.

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5. Assigning Your AI Assistant to Contacts in Pabbly Chatflow

Finally, you can assign your AI assistant to specific contacts or groups. In Pabbly Chatflow, navigate to the inbox settings. Enable AI order reply settings and select the AI assistant you created.

For broader applications, you can assign this assistant to multiple contacts or an entire list. This streamlines communication and ensures all inquiries are handled efficiently.

• Choose the appropriate AI assistant for each contact list.
• Save your settings to activate the assistant for those contacts.

With your assistant assigned, you’re ready to automate conversations effectively through Pabbly Chatflow.

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Conclusion

In this tutorial, we explored how to create WhatsApp automation using Pabbly Chatflow. By accessing the platform, setting up your assistant, and integrating a knowledge base, you can enhance your agency’s communication and efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To integrate WhatsApp with your business, start by accessing Pabbly Connect. This platform enables seamless automation across various applications including WhatsApp. You can sign up or log in to your existing account to get started.

Once logged in, you will be greeted by the dashboard where you can create a new workflow. Here are the steps to access Pabbly Connect:

• Go to the Pabbly Connect homepage.
• Click on ‘Sign Up Free’ if you are a new user.
• Log in to your account if you already have one.

After accessing your account, you can begin setting up your WhatsApp integration using Pabbly Connect. This platform will allow you to create automated workflows that respond to customer inquiries without any coding.

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2. Creating a WhatsApp Chatbot with Pabbly Connect

Creating a WhatsApp chatbot is straightforward with Pabbly Connect. Navigate to the flow page where you can design your chatbot’s responses and actions. This page is crucial for creating an effective automated communication system.

To set up your chatbot, follow these steps:

• Enter the keyword that will trigger your chatbot, such as “hello”.
• Drag and drop message and action blocks to create your flow.
• Set up buttons for user interaction, like “View Services”.

With these elements in place, your WhatsApp chatbot can engage customers effectively, providing instant replies and information about your services through Pabbly Connect.

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3. Automating Customer Responses via Pabbly Connect

Once your chatbot is set up, you can automate responses based on user selections. This is where Pabbly Connect shines, allowing you to define specific actions for each user input.

For instance, when a user selects a service, you can automate the following responses:

• Ask for the user’s full name.
• Request the business name.
• Provide options for consultation slots.

By using Pabbly Connect, you can ensure that each interaction is personalized and efficient, enhancing customer satisfaction and engagement.

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4. Finalizing Your WhatsApp Chatbot Setup with Pabbly Connect

After setting up your automated responses, it’s time to finalize your chatbot. This involves saving your workflow in Pabbly Connect so that it can start functioning immediately.

To finalize your setup, follow these steps:

• Review your flow to ensure all responses are correctly configured.
• Click the ‘Save’ button to save your workflow.
• Test the chatbot by sending messages through WhatsApp.

By completing these steps, your WhatsApp chatbot will be ready to automate customer interactions, leveraging the power of Pabbly Connect for seamless communication.

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5. Conclusion

In summary, integrating WhatsApp using Pabbly Connect allows businesses to automate customer interactions efficiently. This process enhances engagement and saves time, making it an invaluable tool for any business.

With the steps outlined above, you can create a fully functional WhatsApp chatbot that responds to customer inquiries automatically. Start using Pabbly Connect today to transform your business communication!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Automation

To begin automating your clinic’s WhatsApp communications, you need to access Pabbly Chatflow. Start by navigating to www.pabbly.com/chatflow in your web browser. This platform provides the essential tools for seamless integration with WhatsApp.

Once on the website, log in to your existing account or sign up for a free trial to explore the features. The free trial offers 100 credits monthly, allowing you to test the capabilities of Pabbly Chatflow before committing to a subscription.

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2. Setting Up WhatsApp in Pabbly Chatflow

After logging into Pabbly Chatflow, the next step is to set up your WhatsApp account. Click on the “Add WhatsApp Number” option in the dashboard. You can connect your WhatsApp account either through the preferred method or by using a manual token.

• Select the preferred method for WhatsApp connection.
• If needed, refer to the detailed video in the description for step-by-step guidance.

Once connected, you can view the credits allotted and consumed. This setup is crucial for enabling the WhatsApp automation features offered by Pabbly Chatflow.

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3. Creating Your AI Assistant in Pabbly Chatflow

The heart of the automation process lies in creating your AI assistant. Click on the “AI Assistant” option on the left sidebar to begin. Here, you will name your assistant, such as “Best WhatsApp Automation Tool for Clinics and Hospitals,” and select the instruction type as AI agent.

Next, configure the AI settings, including creativity level and the AI model. For instance, you might set the creativity level to 0.7 and choose OpenAI as the AI to use. Enter your API token to connect with OpenAI, ensuring your assistant can generate responses effectively.

• Enable header and footer messages for user interactions.
• Set up stop keywords to manage user queries effectively.
• Upload a knowledge base file to enhance your assistant’s responses.

This comprehensive setup ensures that your AI assistant is ready to handle various queries from users, making Pabbly Chatflow an invaluable tool for your clinic’s automation needs.

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4. Assigning Your AI Assistant in Pabbly Chatflow

Once your AI assistant is created, it’s essential to assign it to the appropriate contacts. Navigate to the “Inbox” section and select the chat where you want to apply the AI assistant. Toggle the option to choose your newly created AI assistant and save the settings.

For broader applications, you can assign the AI assistant to a group or all contacts. Access the “Settings” menu, then navigate to “Inbox Settings”. Enable AI auto-replies and select the desired lists or contacts for the assistant.

• Choose the specific AI assistant for each contact group.
• Save the rules to ensure the AI assistant responds to inquiries automatically.

This step ensures that your clinic can efficiently handle multiple inquiries through Pabbly Chatflow, enhancing customer service and operational efficiency.

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5. Testing Your AI Assistant with Pabbly Chatflow

After setting up and assigning your AI assistant, it’s time to test its functionality. Send a message through WhatsApp, such as “Can I check consultation fees and hospital department?” and observe the response from your AI assistant.

The assistant should reply with relevant information, confirming that it can provide details about consultation fees and departments. You can further test by asking about appointment requests or available treatments to ensure comprehensive responses.

Successful replies indicate that your AI assistant is functioning correctly, showcasing the power of Pabbly Chatflow in automating communication for your clinic.

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Conclusion

In summary, using Pabbly Chatflow allows you to automate WhatsApp communications effectively for your clinic. By following the steps outlined, you can create an AI assistant that enhances customer interaction and streamlines your operations.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, first access Pabbly Connect by visiting pabbly.com/connect. If you are a new user, click on the ‘Sign Up for Free’ button in the top right corner.

Once registered, you will receive 100 free tasks each month, allowing you to send up to 100 WhatsApp messages without any cost. This trial is a great way to explore the functionalities of Pabbly Connect before opting for a subscription.

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2. Setting Up Your Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow builder. Here, you will establish the trigger and action for your automation process. Click on the ‘Add Trigger’ button to get started.

• Select the trigger application (Just Dial) to collect lead details.
• Choose the event as ‘New Leads’ and click on ‘Connect’.
• Copy the Weber URL provided for integration with Just Dial.

Next, you need to configure this Weber URL in your Just Dial account. Contact your account manager to add this URL in the backend, as the user interface does not support this action.

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3. Capturing Lead Details Through Pabbly Connect

Once the Weber URL is set up, you can capture lead details directly in Pabbly Connect. After receiving the lead information, you will proceed to send an automated WhatsApp message.

To send the message, click on ‘Add New Action Step’. Here’s how to proceed:

• Select WhatsApp Cloud API as the action application.
• Choose the event as ‘Send Text Message’ and click on ‘Connect’.
• If you have an existing connection, select it; otherwise, create a new connection using your API key.

After establishing the connection, you will be prompted to enter the recipient’s WhatsApp mobile number. Instead of entering it manually, use the mapping feature to dynamically insert the lead’s number.

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4. Sending Automated WhatsApp Messages

Now that you have mapped the recipient’s number, it’s time to craft your WhatsApp message. Use the mapping feature to personalize the message with the lead’s name.

Here’s how to finalize the message:

• Copy the message template from your previous workflow.
• Insert the lead’s name dynamically by mapping it into the message.
• Click on ‘Save and Send Test Request’ to send the message.

Upon successful execution, you will receive a confirmation that the message was sent. You can verify this by checking your WhatsApp for the new message.

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5. Conclusion: Automate Your Communication with Pabbly Connect

With Pabbly Connect, automating WhatsApp messages for new leads is straightforward. By following the steps outlined above, you can ensure timely communication without manual effort.

This integration not only saves time but also enhances your response rate, allowing you to focus on other important tasks. Explore the capabilities of Pabbly Connect today and streamline your lead management process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Open your browser and type in pabbly.com to reach the landing page. Here, you can sign in or sign up for a free account to get started with your automation tasks.

Once you’re logged in, you’ll see the Pabbly applications page. Click on the Pabbly Connect option to access the dashboard. This is where you can create and manage your workflows for integrating different applications.

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2. Creating a New Workflow in Pabbly Connect

Now that you are in Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for instance, “Automatically Create Pipedrive Deals from Typeform Submission”. Select a folder for organizational purposes, like “Forms Automation”.

• Click on the ‘Create’ button to initiate the workflow.
• You will see a box prompting you to choose your trigger application.
• Select Typeform as your trigger application.

After selecting Typeform, you will need to set the trigger event to “New Entry”. This means that every time a new form submission is made in Typeform, it will trigger this workflow in Pabbly Connect.

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3. Connecting Typeform to Pabbly Connect

Next, you need to connect your Typeform account to Pabbly Connect. Click on the ‘Connect’ button and if you don’t have an existing connection, select ‘Add New Connection’. You will be prompted to log into your Typeform account and grant permissions.

Once connected, you will need to select the specific form you want to use from the dropdown menu. For example, choose your “Lead Form”. After selecting the form, click on ‘Save and Send Test Request’ to test the connection.

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4. Testing the Webhook Response in Pabbly Connect

After setting up the Typeform connection, you need to perform a test submission to capture the webhook response in Pabbly Connect. To do this, copy the form link and paste it into a new tab. Fill out the form with sample data and submit it.

Once you submit the form, return to Pabbly Connect and check for the webhook response. You should see the details you entered, such as first name, last name, contact number, and email address. This confirms that the connection is working correctly.

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5. Adding Pipedrive as an Action Step

Now that you have confirmed the Typeform connection, it’s time to add Pipedrive as the action step in Pabbly Connect. Click on ‘Add New Action Step’ and search for Pipedrive. Select the action event as “Create a Person” and click on ‘Connect’.

• If you don’t have a connection, select ‘Add New Connection’.
• You will need to enter your Pipedrive API token, which you can find in your Pipedrive account settings.
• Paste the API token in the required field and save the connection.

After connecting Pipedrive, you will map the fields from Typeform to Pipedrive. This ensures that the data from each new form submission is automatically populated into the correct fields in Pipedrive.

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Conclusion

In this tutorial, we explored how to integrate Typeform with Pipedrive using Pabbly Connect. This integration allows seamless form submissions to automatically create contacts in Pipedrive, streamlining your workflow. By following the steps outlined, you can enhance your business automation effectively.

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1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with OpenAI, you need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills.

First, visit the Pabbly Connect website. If you’re a new user, sign up at pavly.com/connect. Once registered, you gain access to 100 free tasks monthly, perfect for testing integrations.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on the ‘+ Create Workflow’ button to start.

• Choose ‘Create from Scratch’ option.
• Name your workflow, e.g., ‘Reply Instantly on WhatsApp’.
• Select the folder for your workflow.

Your workflow is now created successfully, and you can begin setting up triggers and actions.

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3. Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is to set up a trigger. This will determine when your automation will start. For this integration, select “Webhook by Pabbly” as the trigger application.

After selecting the trigger, you will receive a unique webhook URL. This URL will connect your landing page form to Pabbly Connect. Copy this URL and integrate it into your website’s form code to capture submissions.

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4. Generating AI Responses Using OpenAI

Once the trigger is set, the next action in Pabbly Connect is to generate a response using OpenAI. Select OpenAI as the action application and choose the “Generate Response” event.

• Enter your OpenAI API key to connect.
• Choose the model like GPT-4.
• Map the user input fields dynamically for personalized responses.

This setup allows OpenAI to generate tailored responses based on user submissions, enhancing customer interaction.

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5. Sending Messages to WhatsApp Using Pabbly Chatflow

The final step involves sending the generated message to the user’s WhatsApp account. For this, select Pabbly Chatflow as your action application in Pabbly Connect.

In the settings, map the recipient’s WhatsApp number and the message generated by OpenAI. Ensure you enter the correct phone number format without the plus sign.

Once everything is set up, your automation is complete. Whenever a user submits their details, they will receive an instant, personalized message on WhatsApp, demonstrating the power of Pabbly Connect.

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Conclusion

By following this tutorial, you can effectively automate WhatsApp responses using OpenAI through Pabbly Connect. This integration enhances customer engagement and streamlines communication, proving invaluable for businesses.

Watch Step By Step Video Tutorial Below

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1. Integrating WhatsApp with Pabbly Connect

In this section, we will explore how to integrate WhatsApp using Pabbly Connect. This integration allows you to capture leads automatically and respond to customer queries effectively. To start, access your Pabbly Connect account and navigate to the dashboard.

Once in the dashboard, click on “Create Workflow”. You will be prompted to name your workflow. For instance, you can name it “WhatsApp Integration”. After naming, select WhatsApp as your trigger application. This step is crucial as it sets the foundation for your automation process.

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2. Setting Up the WhatsApp Bot

Next, we will set up the WhatsApp bot to engage with users. The bot will initiate responses based on user messages. To do this, use the “Webhook URL” provided by Pabbly Connect. This URL will be used to connect your WhatsApp bot to Pabbly.

• Access your Pabbly Connect dashboard.
• Select “Webhook” as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Set this URL in your WhatsApp bot settings.

After setting the webhook URL, you can test the integration by sending a message to your WhatsApp number. This step is essential to ensure that your WhatsApp bot is correctly linked with Pabbly Connect.

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3. Capturing Leads and Saving to Google Sheets

Now that your WhatsApp bot is set up, we will focus on capturing leads and saving them to Google Sheets using Pabbly Connect. This setup not only captures leads but also stores them for future reference.

To save leads to Google Sheets, follow these steps:

• Create a new action event in Pabbly Connect.
• Select Google Sheets as the action application.
• Choose the action event to “Add Row”.
• Map the data fields from WhatsApp to Google Sheets.

This mapping ensures that every lead captured from WhatsApp is automatically added to your Google Sheets, making it easy to manage your appointments and customer information.

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4. Sending Follow-Up Messages via WhatsApp

Follow-up messages are crucial for customer engagement, and Pabbly Connect makes this process seamless. After a user books an appointment, you can set up a delay to send reminders.

To configure follow-up messages, use the delay feature in Pabbly Connect. This allows you to specify when the follow-up message should be sent. For example, you can set a delay of 1 minute after the appointment is booked.

Once the delay is set, create a message template for the follow-up. This message can be personalized with the user’s name and appointment details, ensuring effective communication. By utilizing Pabbly Connect, you can automate these reminders, keeping your customers informed and engaged.

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5. Integrating AI Assistant for Customer Queries

Finally, we will integrate an AI assistant to handle customer queries through WhatsApp. This feature enhances the user experience by providing instant responses to frequently asked questions.

To set up the AI assistant, create a knowledge base containing answers to common queries. Then, link this knowledge base to your WhatsApp bot via Pabbly Connect. This integration allows the AI assistant to fetch relevant information and respond to users automatically.

After configuring the AI assistant, test its functionality by asking common questions. The assistant should provide accurate responses based on the knowledge base. This setup not only improves efficiency but also enhances customer satisfaction by ensuring quick resolutions to their inquiries.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with Google Sheets using Pabbly Connect. By setting up a WhatsApp bot, capturing leads, sending follow-up messages, and integrating an AI assistant, you can automate your customer interactions effectively. This powerful setup enhances your business communication and improves overall efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating your marketing, you need to access Pabbly Connect. If you’re a new user, visit Pabbly’s website and sign up. Once registered, you will receive 100 free tasks every month to explore the platform.

After signing in, you will land on the dashboard of Pabbly Connect. Here, you can manage all your automation workflows. Click on the “Create Workflow” button to begin your automation journey.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the “+ Create Workflow” button, and select the option to create from scratch. Name your workflow, such as “Automate Marketing Across WhatsApp and Email”.

• Click on the “Create” button after naming your workflow.
• Select Google Ads as your trigger application.
• Choose the event as “New Lead Form Entry”.

By setting up this trigger in Pabbly Connect, you enable the automation to start when a new lead fills out the form in Google Ads.

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3. Connecting Google Ads with Pabbly Connect

To connect Google Ads with Pabbly Connect, you will receive a webhook URL after selecting the trigger. Copy this URL and navigate to your Google Ads campaign manager.

• Scroll down to “Lead Delivery Options” in your Google Ads settings.
• Paste the webhook URL into the designated field.
• Click “Send Test Data” to ensure the connection is successful.

Once the test data is received in Pabbly Connect, your Google Ads integration is successfully set up, enabling automated actions based on lead submissions.

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4. Sending WhatsApp Messages Using Pabbly Connect

Next, you will set up WhatsApp messaging through Pabbly Connect. Choose PABY Chatflow as your action application to send messages. Click on the “Connect” button and enter your API token from the PABY Chatflow settings.

• Map the recipient’s WhatsApp number from the test data received.
• Compose your WhatsApp message, including personalized details using mapping.
• Click “Save and Send Test Request” to verify the message delivery.

With this setup, Pabbly Connect facilitates sending automated WhatsApp messages to new leads, enhancing your response time.

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5. Delaying Email Sending with Pabbly Connect

Finally, you will use the delay feature in Pabbly Connect to send a follow-up email after 12 hours. Select “Delay by Pabbly” as your next action application. Set the delay duration to 12 hours.

After setting the delay, choose Gmail as your next application to send the email. Connect your Gmail account and map the recipient’s email address from the previous data. Enter the email subject and content, ensuring personalization.

• Click “Save and Send Request” to test the email functionality.
• Verify that the email is sent to the recipient’s inbox.

This concludes the setup with Pabbly Connect, ensuring that your leads receive timely follow-ups via WhatsApp and email.

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Conclusion

By following this tutorial, you can effectively automate your marketing processes using Pabbly Connect. This integration allows for instant communication with leads through WhatsApp and timely follow-ups via email, enhancing your conversion rates.