Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Your Workflow

To start automating your sales process, you first need to access Pabbly Connect. If you are a new user, visit pabbly.com/connect to create a free account. Once registered, you will receive 100 free tasks every month to explore the platform.

After logging in, you will see the dashboard of Pabbly Connect. Here, you can create and manage your automation workflows. Click on the “Create Workflow” button to begin setting up your sales automation.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and choose to build from scratch. Name your workflow something relevant, like “Automate My Entire Sales System” and click on the “Create” button.

  • Select the trigger application as “Webhooks by Pabbly”.
  • Choose the event as “Catch Hook”.
  • Click on the “Connect” button to receive your Webhook URL.

After copying the Webhook URL, paste it into your website form code to establish the connection. This allows Pabbly Connect to capture leads directly from your website.

3. Testing the Webhook Connection with Pabbly Connect

Once the Webhook URL is integrated into your website form, you need to test the connection. Refresh your website and submit a test lead with the required details such as first name, last name, and email.

After submission, return to Pabbly Connect to check if the data has been received. You should see the test details appear in your workflow, confirming that the connection is active and functioning correctly.

4. Integrating Zoho CRM with Pabbly Connect

Next, select Zoho CRM as your action application in Pabbly Connect. Choose the event “Create Contact” and click on the “Connect” button. If prompted, enter your Zoho CRM domain to establish the connection.

  • Map the fields from the webhook response to Zoho CRM fields.
  • Ensure to map first name, last name, and any other relevant information.
  • Click on “Save and Send Test Request” to confirm the integration.

This step allows Pabbly Connect to create a new contact in your Zoho CRM automatically whenever a form is submitted on your website.

5. Logging Client Data in Google Sheets via Pabbly Connect

For the next step, select Google Sheets as your action application. Choose the event “Add New Row” and connect your Google account to Pabbly Connect.

Map the fields from the webhook response to the respective columns in your Google Sheet. After mapping, click on “Save and Send Test Request”. Check your Google Sheet to confirm that a new row has been added with the test data.

This integration ensures that every new lead captured via Pabbly Connect is automatically logged into your Google Sheets, keeping your data organized and accessible.

6. Sending Messages via Pabbly Chatbot and WhatsApp

Finally, select Pabbly Chatbot as your action application to send personalized messages to your clients on WhatsApp. Choose the event “Send Text Message” and connect your Pabbly Chatbot account.

Map the recipient’s WhatsApp number and the message content, personalizing it with the client’s name and project requirements. After setting up, click on “Save and Send Test Request” to send a test message.

With this setup, Pabbly Connect automates communication, ensuring that clients receive timely and personalized messages, enhancing your customer engagement.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate your sales process by integrating various applications seamlessly. By following these steps, you can streamline your workflow, enhance customer communication, and keep your data organized.