Author: Rajpal Tomar

Learn how to automate sending text messages in Qwil Messenger from new form submissions using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send a text message in Qwil Messenger from a new form submission, you need to access Pabbly Connect. Start by navigating to the Pabbly website and signing in. If you are a new user, you can easily sign up in under two minutes.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create a workflow to automate your tasks. Click on ‘Create Workflow’ to get started with your integration.

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2. Creating a Workflow in Pabbly Connect

The next step is to create a workflow that connects your form submission to Qwil Messenger. In the dialog box, name your workflow something relevant, like ‘New Lead Notification’. This name helps to identify the purpose of the workflow later.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

This setup allows Pabbly Connect to listen for new form submissions and act on them. After copying the webhook URL, you will need to set up your Jotform integration.

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3. Integrating Jotform with Pabbly Connect

To integrate Jotform with Pabbly Connect, go to your Jotform account and select the form you want to work with. Click on the ‘Settings’ tab, then navigate to ‘Integrations’. Look for the Webhooks option and paste the copied URL from Pabbly Connect.

After pasting the URL, complete the integration by clicking on ‘Complete Integration’. This action allows Jotform to send data to Pabbly Connect whenever a new form is submitted. Don’t forget to publish your form to make it live.

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4. Sending Messages in Qwil Messenger Using Pabbly Connect

Once the Jotform is integrated, it’s time to set up the action in Pabbly Connect. Select Qwil Messenger as your action application and choose the ‘Send Text Message’ action event. Click on ‘Connect’ to link your Qwil Messenger account with Pabbly Connect.

• Enter your User API Key and Secret Key from Qwil Messenger.
• Specify the region based on your account settings.
• Input the Chat ID where you want to send messages.

After configuring these settings, you can map the fields from the Jotform submission to the message content. This mapping ensures that the details of the new lead are included in the message sent to your team via Qwil Messenger.

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5. Testing and Finalizing the Integration

To finalize the integration, perform a test submission on your Jotform. Fill out the form with sample data and submit it. Pabbly Connect will capture this submission and send a message to the specified chat in Qwil Messenger.

Check your Qwil Messenger to confirm that the message has been received. If everything works as expected, your integration is complete! You can now automate the process of sending text messages for every new form submission using Pabbly Connect.

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Conclusion

Using Pabbly Connect, you can efficiently send text messages in Qwil Messenger from new form submissions. This integration automates communication, ensuring timely notifications for your team. Implementing this workflow enhances productivity and streamlines your operations.

Learn how to seamlessly integrate Calendly with Zoho CRM using Pabbly Connect for efficient task management and automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, you first need to access the platform. Begin by signing up for a free account using the pre-signup link provided in the description below. After creating your account, log into your Pabbly Connect dashboard.

Once you’re on the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you can name it ‘Calendly to Zoho CRM’. After naming your workflow, click on the ‘Create’ button to proceed.

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2. Setting Up the Trigger with Calendly

In this section, we will set up the trigger that will initiate the workflow every time a new appointment is booked in Calendly. Select Calendly as your application in the trigger window and choose the event ‘Invitee Created’ from the dropdown menu. using Pabbly Connect

• Select ‘Calendly’ from the application list.
• Choose ‘Invitee Created’ as the trigger event.
• Click on ‘Connect’ and then ‘Add New Connection’.
• Connect your Calendly account by clicking ‘Connect with Calendly’.

After connecting your Calendly account, select the organization and user from which you want to receive event bookings. Ensure you have a Calendly Pro Plan to use this integration. Finally, click on ‘Save and Send Test Request’ to test the connection.

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3. Formatting Date and Time with Pabbly Connect

Once the trigger is set up, the next step is to format the date and time received from Calendly. This is crucial because Calendly sends the date and time in UTC format, which needs to be converted to your local time zone. using Pabbly Connect

• Select ‘Date Time Formatter’ as the action application.
• Choose ‘Format Date with Time Zone’ as the action event.
• Map the start time from the Calendly response.
• Select the correct format and time zone (Asia/Kolkata).

After formatting the start date and time, repeat the process for the end date and time. This ensures that both the start and end times are correctly displayed in your local time zone.

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4. Searching for Contact in Zoho CRM

Now that we have the formatted date and time, the next step is to search for the contact in Zoho CRM. This is done by adding another action step to search for the user who booked the appointment. using Pabbly Connect

Select Zoho CRM as the application and choose the action event ‘Search Contact’. Connect your Zoho CRM account by entering the domain of your Zoho CRM account. Then, map the email address from the Calendly response to search for the contact.

If the contact exists, you will receive a response with the contact’s details, including their unique contact ID. If the contact does not exist, the workflow will not proceed further. This is a crucial step to ensure that tasks are only created for existing contacts.

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5. Creating Task in Zoho CRM Using Pabbly Connect

The final step is to create a task in Zoho CRM for the contact who booked the appointment. After confirming the contact exists, select Zoho CRM again and choose the action event ‘Create Contact Task’. using Pabbly Connect

Map the necessary fields such as the owner ID, contact ID, subject, and description. The subject can include the name of the user along with a message indicating they have scheduled an appointment. Finally, set the task status and priority before saving and sending the test request.

When the task is created successfully, you can check your Zoho CRM account to see the new task listed under the contact’s activities. This integration allows you to automate task creation, ensuring that every appointment booked in Calendly results in a corresponding task in Zoho CRM.

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Conclusion

In this tutorial, we learned how to integrate Calendly with Zoho CRM using Pabbly Connect. This automation streamlines the process of creating tasks for every appointment booked, enhancing productivity and efficiency. By utilizing Pabbly Connect, you can easily manage your workflows and improve task tracking across applications.

Learn how to seamlessly integrate Zoho Forms with Microsoft Excel using Pabbly Connect. Follow our step-by-step tutorial to automate your form submissions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect. This platform serves as the central hub for automating the connection between Zoho Forms and Microsoft Excel. Start by logging into your Pabbly account.

Once logged in, navigate to the dashboard where you will find various applications. Click on the option to access Pabbly Connect and proceed to create a new workflow. This is where you will set up the automation for adding a Microsoft Excel row for each Zoho Forms submission.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that utilizes Pabbly Connect to automate data entry. Click on the big blue button labeled ‘Create Workflow’ and name it appropriately, such as ‘Add Microsoft Excel Row for Zoho Form Submission’. After naming, click on the ‘Create’ button to proceed.

• Choose the trigger event as ‘New Form Submitted’.
• Connect to your Zoho Forms account.
• Set up the action to add a new row in Microsoft Excel.

After setting up the trigger, ensure you have both Zoho Forms and Microsoft Excel open in separate tabs for easy access. This will streamline the integration process through Pabbly Connect.

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3. Setting Up Zoho Forms with Pabbly Connect

Next, you will connect your Zoho Forms to Pabbly Connect by using a webhook URL. Copy the webhook URL provided in the Pabbly workflow and navigate to your Zoho Forms Builder page. In the Builder, find the ‘Integrations’ section.

Scroll down to locate the ‘Webhooks’ option. Paste the copied webhook URL into the designated field and set the content type to ‘application/json’. Then, map the required parameters such as first name, last name, subject, topic, and class to ensure accurate data transfer.

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4. Testing the Integration with Sample Submission

After configuring the webhook in Zoho Forms, it’s time to test the integration. Go back to your Pabbly Connect workflow, which should be waiting for a webhook response. Fill out your Zoho form with sample data and submit it.

Once submitted, return to your Pabbly workflow to check if the response has been captured. If successful, you will see the details you entered reflected in the Pabbly Connect interface. This confirms that Zoho Forms is correctly sending data to Pabbly Connect.

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5. Adding a Row in Microsoft Excel via Pabbly Connect

With the successful test submission, the next step is to set the action in Pabbly Connect to add a new row in Microsoft Excel. Choose the action event ‘Add Row to Worksheet’ and connect your Microsoft Excel account.

Once connected, select the appropriate workbook and worksheet where the data will be stored. Map the fields from the Zoho Forms submission to the corresponding columns in Excel, ensuring that each piece of data aligns correctly. Click on ‘Save and Send Test Request’ to finalize the process.

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Conclusion

Integrating Zoho Forms with Microsoft Excel using Pabbly Connect allows for seamless data management. By following these steps, you can automate the process of capturing form submissions directly into your Excel workbook, enhancing efficiency and accuracy.

Learn how to integrate Zoho with Razorpay using Pabbly Connect for automated contact creation. Follow our step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Zoho with Razorpay, first access Pabbly Connect. Sign in to your Pabbly account and navigate to the dashboard.

Once on the dashboard, look for the ‘Create Workflow’ button. This will allow you to set up a new automation workflow for your integration.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects Razorpay and Zoho. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Contact in Zoho from Razorpay Payments’. using Pabbly Connect

• Click the ‘Create’ button to finalize the workflow name.
• You will see options for Trigger and Action modules.

Ensure both Razorpay and Zoho accounts are open for easy access. The trigger will be set for when a payment is captured in Razorpay, while the action will create a contact in Zoho.

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3. Setting Up the Trigger in Pabbly Connect

The next step is to set the trigger for this workflow. Select Razorpay as the trigger application and choose the event ‘Payment Captured’.

Copy the provided webhook URL from Pabbly Connect. This URL will be used in your Razorpay account to send payment data.

• Go to Razorpay dashboard, navigate to ‘Settings’.
• Select ‘Webhooks’ and add a new webhook with the copied URL.
• Set the event to ‘Payment Captured’ and save the webhook.

Once saved, every time a payment is captured, Razorpay will send the data to Pabbly Connect, allowing you to proceed with the next steps.

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4. Creating a Contact in Zoho via Pabbly Connect

After setting up the trigger, the next step is to create a contact in Zoho. Select Zoho as the action application and the event as ‘Create Contact’.

You will need to connect your Zoho account to Pabbly Connect. Enter the domain from your Zoho account URL to establish this connection.

Click on ‘Add New Connection’ and input your Zoho domain. Authorize the connection by clicking the accept button.

Once connected, map the fields from the payment data to the contact fields in Zoho, such as email, phone number, and name. Click on ‘Save and Send Test Request’ to finalize the contact creation.

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5. Testing the Integration

Now that everything is set up, it’s time to test the integration. Make a test payment through your Razorpay payment page.

After the payment is successful, return to Pabbly Connect and check if the contact was created in Zoho. Refresh your Zoho contacts to see the newly created entry.

Verify that the contact details match the payment information. If successful, your integration is complete and working as expected.

This automation allows you to seamlessly create contacts in Zoho whenever a payment is received through Razorpay, all thanks to Pabbly Connect.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Razorpay with Zoho for automated contact creation. By following these steps, you can streamline your payment processing and customer management.

Learn how to automate Slack notifications for completed Outscraper tasks using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by signing into your Pabbly account. Once logged in, navigate to the dashboard where you can see various applications provided by Pabbly.

Here, click on the ‘Access Now’ button for Pabbly Connect. This will direct you to the workflow creation section, where you can set up automations between Outscraper and Slack.

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2. Creating a Workflow in Pabbly Connect

Once in Pabbly Connect, locate the ‘Create Workflow’ button on the right side of the screen. Click this button to start a new workflow. Name your workflow something descriptive, such as ‘Send Slack Notification When Outscraper Task is Completed’ and click on the Create button.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Click on the Create button to initialize the workflow.

This will set up a blank workflow where you can define the trigger and action steps needed to connect Outscraper and Slack through Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

For this integration, the trigger will be set to Outscraper, specifically when a task is completed. Select Outscraper as the trigger application and choose the event ‘Task Completed’ to initiate the workflow.

Next, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be needed to connect Outscraper to your workflow. Head over to Outscraper and go to the Integrations section to set up the webhook.

• Select Outscraper as the trigger application.
• Choose the event ‘Task Completed’.
• Copy the provided webhook URL for later use.

After copying the URL, return to Outscraper, navigate to the Integrations section, and paste the webhook URL into the designated field to connect it with Pabbly Connect.

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4. Performing a Sample Task in Outscraper

To test the integration, perform a sample task in Outscraper. For this example, you can choose to scrape emails and contacts from a website. Enter the URL of the website you wish to scrape in the required field.

Once you’ve set up the scraping task, click on ‘Get Data’ to initiate the process. After the task completes, Pabbly Connect will wait for a webhook response, indicating that the task has been successfully completed.

Enter the URL of the website you want to scrape. Click on ‘Get Data’ to start the scraping process. Wait for the task to complete and for the webhook response.

Once the task is completed, check Pabbly Connect for the response, which will include the data from the completed task, including the spreadsheet URL containing the scraped information.

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5. Sending Notifications to Slack via Pabbly Connect

The final step involves sending a notification to your Slack channel using the information received from Outscraper. In Pabbly Connect, set Slack as the action application and select the action event ‘Send Channel Message’.

Connect Slack to Pabbly Connect by adding a new connection and providing the necessary token type. Choose the appropriate Slack channel where you want the notifications to appear. Map the message content to include details about the completed task, including the spreadsheet URL.

Set Slack as the action application. Select the action event ‘Send Channel Message’. Map the message content to include task details and the spreadsheet URL.

Finally, test the workflow by sending a test request. If everything is set up correctly, you will see a notification in your Slack channel confirming the successful completion of the Outscraper task.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate Slack notifications for completed tasks in Outscraper. By following these steps, you can ensure that your team stays updated with real-time notifications, improving workflow efficiency.

Learn how to automate WhatsApp notifications using Pabbly Connect by integrating various applications. Follow our detailed tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Integrate WhatsApp with Pabbly Connect

To start the automation process, you need to integrate WhatsApp with Pabbly Connect. First, log into your Pabbly Connect account. If you don’t have an account, you can sign up for free. Once logged in, click on the ‘Create Workflow’ button at the top right corner.

Next, you will be prompted to name your workflow. Name it something relevant, like ‘WhatsApp Automation’. After naming it, select WhatsApp as the application you want to connect. This sets up the foundation for sending WhatsApp messages automatically.

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2. Collect Data from Facebook Leads Using Pabbly Connect

Now that you have integrated WhatsApp, the next step is to collect data from Facebook leads. In the trigger event, select ‘Facebook Lead Ads’ and choose the event type as ‘New Lead’. This means every time a new lead fills out your Facebook form, Pabbly Connect will receive this data.

To set this up, ensure you have connected your Facebook account with Pabbly Connect. You will need to choose the specific page and form from which you want to collect leads. This allows Pabbly Connect to monitor the leads generated through your Facebook ads.

• Log into Pabbly Connect.
• Select ‘Facebook Lead Ads’ as the trigger app.
• Choose ‘New Lead’ as the trigger event.

Once the setup is complete, test the connection to ensure that Pabbly Connect is receiving the lead data correctly. This is crucial for the next step where we will send WhatsApp messages to those leads.

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3. Send WhatsApp Messages to Leads via Pabbly Connect

After configuring the lead collection, it’s time to set up WhatsApp messages. In the action window of Pabbly Connect, select ‘Wati’ (WhatsApp API) as the action app. Choose the action event as ‘Send Template Message’. This will allow you to send a pre-defined message to the leads collected from Facebook.

Map the collected lead data to the WhatsApp message template. For instance, you can personalize the message by including the lead’s name and product information. This is done by selecting the relevant fields from the data received from Facebook.

• Select ‘Wati’ as the action app.
• Choose ‘Send Template Message’ as the action event.
• Map the lead’s name and other relevant details to the message template.

Finally, test this action to confirm that the WhatsApp message is sent successfully to the lead upon their submission of the Facebook form.

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4. Add Order Details to Google Sheets via Pabbly Connect

In addition to sending WhatsApp messages, you can also log the lead details into a Google Sheet. In the next action window of Pabbly Connect, select ‘Google Sheets’ as the action app. Choose the action event as ‘Add New Row’. This will allow you to save every lead’s information into a structured format.

Map the fields from the lead data to the corresponding columns in your Google Sheet. For instance, map the lead’s name, email, and phone number to the respective columns in your Google Sheet. This ensures all lead data is collected and stored for future reference.

Select ‘Google Sheets’ as the action app. Choose ‘Add New Row’ as the action event. Map lead details to the Google Sheet columns.

Once this is set up, every new lead will not only receive a WhatsApp message but also have their information automatically logged into your Google Sheet.

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5. Test and Activate Your Workflow in Pabbly Connect

After setting up the entire workflow, it’s essential to test the integration to ensure everything works smoothly. Click on the ‘Save’ button to save your workflow and then run a test to see if all components are functioning as expected.

Once the tests are successful, activate your workflow in Pabbly Connect. This will ensure that every time a new lead is generated through Facebook, they will receive a WhatsApp message and their details will be logged into Google Sheets without any manual effort.

Run a test to confirm all integrations work correctly. Activate the workflow in Pabbly Connect. Ensure future leads will be processed automatically.

With this, you have successfully set up an automated workflow using Pabbly Connect that connects WhatsApp, Google Sheets, and Facebook Leads, enhancing your business efficiency.

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Conclusion

This guide has shown you how to automate WhatsApp notifications using Pabbly Connect by integrating various applications like Facebook Leads, Google Sheets, and WhatsApp. With this setup, your business can enjoy seamless communication and efficient data management.

Learn how to automate your Calendly events using Pabbly Connect with this step-by-step guide. Discover integrations with Slack, Twilio, and more. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Integrating Calendly with Slack Using Pabbly Connect

In this section, we will explore how to automate the process of sending Slack messages for new Calendly appointments using Pabbly Connect. This integration allows teams to stay updated on new bookings without manual intervention.

To set up this integration, follow these steps:

• Log into your Pabbly Connect account and create a new workflow.
• Select Calendly as the trigger app and choose ‘Invitee Created’ as the trigger event.
• Connect your Calendly account by clicking on ‘Connect with Calendly’.

After connecting, you will need to test the trigger by creating a new appointment in Calendly. Once the appointment is booked, Pabbly Connect will capture the details and allow you to send a message to your Slack channel with the appointment information.

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2. Sending SMS Notifications via Twilio from Calendly Using Pabbly Connect

Next, we will automate SMS notifications for new Calendly invitees using Twilio through Pabbly Connect. This feature helps ensure that clients receive immediate confirmation of their appointments.

To set this up, follow these steps:

• Create a new workflow in Pabbly Connect and select Calendly as the trigger.
• Choose ‘Invitee Created’ as the event and connect your Calendly account.
• Add Twilio as the action app and select ‘Send SMS’ as the action event.

Once the connection is established, you can customize the SMS message to include the invitee’s name, appointment details, and any additional information. After setting up the message, test the workflow to ensure that SMS notifications are sent correctly after a new appointment is made.

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3. Scheduling Google Meet Links for New Calendly Appointments Using Pabbly Connect

This section covers how to automatically schedule Google Meet links for new appointments booked via Calendly using Pabbly Connect. This integration simplifies the process of creating virtual meetings for your clients.

To automate this, follow these steps:

In Pabbly Connect, create a new workflow with Calendly as the trigger app. Select ‘Invitee Created’ as the trigger event and connect your Calendly account. Add Google Meet as the action app and select ‘Schedule Meeting’ as the action event.

Once you set up the Google Meet connection, map the required fields such as the meeting date, time, and invitee email. This way, every time a new appointment is created, a Google Meet link will be generated and sent to the invitee automatically.

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4. Adding Tagged Subscribers to ConvertKit from New Calendly Events Using Pabbly Connect

In this section, we will learn how to add new invitees from Calendly as tagged subscribers in ConvertKit using Pabbly Connect. This integration is beneficial for managing your email marketing efforts.

Follow these steps to set up the integration:

Create a new workflow in Pabbly Connect with Calendly as the trigger app. Choose ‘Invitee Created’ as the trigger event and connect to your Calendly account. Select ConvertKit as the action app and choose ‘Add Subscriber’ as the action event.

Map the fields to ensure that the invitee’s information is added correctly to ConvertKit. You can also specify the tags that you want to assign to these new subscribers, allowing for better segmentation in your email marketing campaigns.

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5. Sending WhatsApp Messages to New Calendly Invitees Using Pabbly Connect

This section will demonstrate how to send WhatsApp messages to invitees after they book an appointment through Calendly using Pabbly Connect. This integration enhances communication with clients by providing immediate updates.

To set this up, follow these steps:

Create a new workflow in Pabbly Connect and select Calendly as the trigger app. Choose ‘Invitee Created’ as the trigger event and connect your Calendly account. Add the WhatsApp integration app and select ‘Send Message’ as the action event.

Once you have set up the connection, customize your message template to include relevant information about the appointment. After testing the workflow, invitees will receive WhatsApp messages automatically after booking an appointment.

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Conclusion

In this tutorial, we explored how to automate your Calendly events using Pabbly Connect. By integrating with Slack, Twilio, Google Meet, ConvertKit, and WhatsApp, you can streamline your appointment management and enhance communication with clients. Automating these processes saves time and ensures that your clients receive timely updates.

Learn how to automate MS Excel tasks with Pabbly Connect in this step-by-step guide. Integrate LinkedIn, OneDrive, Notion, and YouTube seamlessly. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Automating LinkedIn Leads with Pabbly Connect

In this section, we will explore how to automate the process of adding LinkedIn leads to Microsoft Excel using Pabbly Connect. This automation allows for seamless data transfer from LinkedIn lead generation forms directly into your Excel spreadsheet, eliminating manual data entry.

To start, log into your Pabbly Connect account and create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Sync LinkedIn Leads with MS Excel’. You will then see two boxes for trigger and action. Select LinkedIn as the trigger application and choose the event as ‘New Form Response’. Connect your LinkedIn account to Pabbly Connect by allowing necessary permissions.

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2. Adding Rows to Excel with Pabbly Connect

After setting up the LinkedIn trigger, the next step is to add the lead data to Microsoft Excel using Pabbly Connect. This step ensures that every new lead captured from LinkedIn is logged automatically into your Excel sheet.

Once the LinkedIn trigger is successfully set, select Microsoft Excel as the action application and choose the action event ‘Add Row to Worksheet’. Connect your Microsoft Excel account to Pabbly Connect by granting access. After the connection is made, select the workbook and worksheet where you want to add the lead details.

• Choose the correct workbook from your Excel account.
• Map the fields from LinkedIn to the corresponding columns in Excel.
• Click ‘Save and Send Test Request’ to ensure data is being captured correctly.

Once the test is successful, every time a new lead is generated in LinkedIn, the details will automatically populate in your specified Excel sheet. This integration is a powerful way to keep track of your leads effectively.

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3. Integrating OneDrive Files into Excel with Pabbly Connect

This section focuses on how to automate the addition of new OneDrive files into Microsoft Excel using Pabbly Connect. This process helps keep your Excel sheet updated with links to files stored in OneDrive.

Begin by creating a new workflow in Pabbly Connect titled ‘Add OneDrive Files to Excel’. Set OneDrive as the trigger application and select the event ‘New File Created’. Connect your OneDrive account to Pabbly Connect and specify the folder path where new files will be uploaded.

• Choose the correct folder in OneDrive where files will be uploaded.
• Map the file link to the corresponding column in Excel.
• Click ‘Save and Send Test Request’ to verify the integration.

After this setup, any new file uploaded to the specified OneDrive folder will automatically have its link added to the designated Excel sheet, streamlining your file management process.

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4. Syncing Notion Database with Microsoft Excel Using Pabbly Connect

In this section, we will learn how to synchronize a Notion database with Microsoft Excel through Pabbly Connect. This automation allows you to manage your data efficiently across both platforms.

Create a new workflow in Pabbly Connect and name it ‘Notion to Excel Integration’. Set Notion as the trigger application and select ‘New Database Item’ as the trigger event. Connect your Notion account and select the database you wish to sync with Excel.

Next, choose Microsoft Excel as the action application and select ‘Add Row to Worksheet’. Connect your Excel account and specify the workbook and worksheet. Map the fields from Notion to the corresponding columns in Excel. This will ensure that every new item added to your Notion database is reflected in your Excel sheet, keeping your data organized and accessible.

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5. Automating YouTube Comments to Excel with Pabbly Connect

This final section demonstrates how to automatically add YouTube comments to Microsoft Excel using Pabbly Connect. This automation is particularly useful for content creators who want to track viewer interactions.

Start by creating a new workflow titled ‘YouTube Comments to Excel’ in Pabbly Connect. Set YouTube as the trigger application and select ‘New Comment’ as the trigger event. Connect your YouTube account and specify the channel from which you want to capture comments.

Next, select Microsoft Excel as the action application and choose ‘Add Row to Worksheet’. Connect your Excel account, select the workbook and worksheet, and map the comment details to the respective columns. This setup ensures that every new comment on your YouTube videos is logged automatically in your Excel sheet, making it easier to manage feedback and interactions.

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Conclusion

Using Pabbly Connect, you can automate various tasks involving Microsoft Excel, such as integrating LinkedIn leads, OneDrive files, Notion databases, and YouTube comments. This guide provides a comprehensive overview of how to set up these automations effectively, enhancing your productivity.

Learn how to automate the integration of Razer Pay with Google Meet using Pabbly Connect. Follow our detailed tutorial for seamless appointment scheduling. 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

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1. Setting Up Pabbly Connect for Razer Pay Integration

To begin the integration process, first, access Pabbly Connect. This platform will facilitate the connection between Razer Pay and Google Meet. Start by creating a new workflow in Pabbly Connect, naming it appropriately, such as ‘Schedule a Meeting on Payment.’ This will allow you to track the integration easily.

Once the workflow is created, you will see two sections: Trigger and Action. The trigger will be set to Razer Pay, specifically the event ‘Payment Captured.’ This means every time a payment is made, the workflow will initiate. Follow the instructions provided in Pabbly Connect to obtain your unique webhook URL, which is essential for connecting Razer Pay to Pabbly Connect.

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2. Connecting Razer Pay to Pabbly Connect

Now, navigate to your Razer Pay dashboard and access the ‘Webhooks’ section under ‘Account and Settings.’ Here, you will add a new webhook using the URL provided by Pabbly Connect. This step is crucial as it enables Razer Pay to send payment data to Pabbly Connect.

• Paste the webhook URL in the designated field.
• Select the active event as ‘Payment Captured’.
• Click on ‘Create Webhook’ to finalize the connection.

After successfully adding the webhook, return to Pabbly Connect. The platform will show that it is waiting for a webhook response. This indicates that the integration is ready to capture payment details once a test payment is made.

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3. Making a Test Payment to Capture Data

To test the integration, create a payment page in your Razer Pay account. This page will allow you to simulate a payment. Fill in the necessary details, such as name, email, and payment amount, and proceed to make a test payment using the test card details provided by Razer Pay. using Pabbly Connect

Once the payment is processed, Pabbly Connect will capture the payment details. You will see the customer’s name, email, and payment amount in the response section of Pabbly Connect. This confirms that the trigger event is functioning correctly and is ready to send data to Google Meet.

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4. Scheduling a Meeting in Google Meet

With the payment details captured, the next step is to schedule a meeting in Google Meet. In the action section of your Pabbly Connect workflow, select Google Meet as the application and choose the action event ‘Schedule a Meeting.’ This action will be executed every time a payment is confirmed through Razer Pay. using Pabbly Connect

Connect your Google Meet account to Pabbly Connect. You will need to provide the calendar where the meeting will be scheduled. Fill in the meeting details, including the summary and description, which can include the customer’s name and the date of the appointment. Ensure you map the start and end times correctly, taking into account the required UTC format.

• Map the start date and time from the payment details.
• Add an hour to the start time for the meeting duration.
• Ensure the meeting link is included in the email sent to the customer.

After configuring these settings, save the action step to finalize the integration.

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5. Sending Email Confirmation to the Customer

Finally, to complete the integration, set up an action to send an email confirmation to the customer. In Pabbly Connect, select Gmail as the application and choose the action event ‘Send Email.’ This allows you to notify the customer about their scheduled appointment.

Map the recipient’s email address from the payment details captured earlier. Customize the email subject and body to include appointment details, such as the date, time, and Google Meet link. This ensures the customer receives all necessary information to join the meeting.

Once you have configured the email settings, save the workflow. This completes the integration process between Razer Pay and Google Meet using Pabbly Connect. Your automation is now set to run, ensuring that every payment made results in a scheduled meeting and a confirmation email sent to the customer.

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Conclusion

This tutorial has shown how to integrate Razer Pay with Google Meet using Pabbly Connect. By automating this process, you can streamline appointment scheduling and enhance customer communication effectively.

Learn how to integrate GoHighLevel with Instamojo Payment using Pabbly Connect. This step-by-step tutorial covers all the necessary actions and settings. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Instamojo Payment

To begin with the integration of Instamojo Payment and GoHighLevel using Pabbly Connect, you need to access the Pabbly Connect dashboard. If you don’t have an account yet, you can create one easily via a free sign-up link provided in the description. Once logged in, you will see the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Instamojo to Lead Connector’. This name helps you identify the integration easily later on. After naming it, click on the ‘Create’ button to proceed with your setup.

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2. Configuring the Trigger for Instamojo Payment

In this section, we will configure the trigger in Pabbly Connect to capture new payments from Instamojo. Start by selecting Instamojo as the app in the trigger window. Then, choose the trigger event as ‘New Sale’. This setup will allow Pabbly Connect to listen for new payment events.

• Select Instamojo from the app list.
• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Instamojo account. Navigate to the smart page you have created for payments. In the page settings, turn on the webhook option and paste the copied URL into the designated field. Make sure to select ‘Successful Payment’ to ensure only successful transactions trigger the workflow.

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3. Testing the Payment Trigger

Now that you have set up the webhook in Instamojo, it’s time to test the payment trigger through Pabbly Connect. Go back to your Pabbly Connect dashboard, and you will see it waiting for a webhook response from Instamojo. To generate a test response, you need to make a test payment.

• Copy the payment page link from Instamojo.
• Open the link in a new tab and fill in the customer details.
• Click on ‘Proceed to Pay’ and complete the payment.

Once the payment is completed, return to your Pabbly Connect workflow. You should see the payment details appear in the response section, confirming that the trigger is working correctly.

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4. Adding Customer to Lead Connector

With the trigger successfully set up and tested, the next step is to add the customer to Lead Connector as a contact. In the action window of Pabbly Connect, search for Lead Connector and select it. Choose the action event as ‘Create or Update a Contact’. This will allow you to add the customer details received from Instamojo.

To connect your Lead Connector account, click on ‘Connect’ and select ‘Add New Connection’. After connecting, you will need to map the required fields such as first name, last name, email, and phone number. Note that you may need to split the full name received from Instamojo into first and last names using the text formatting feature in Pabbly Connect.

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5. Finalizing the Integration

After mapping all necessary fields and ensuring that the data is correctly formatted, click on ‘Save and Send Test Request’. If successful, you will receive a positive response indicating that the contact has been added to Lead Connector. You can verify this by checking your Lead Connector account for the newly added contact.

By following these steps using Pabbly Connect, you have successfully integrated Instamojo Payment with GoHighLevel. This automation allows you to manage customer data efficiently, enhancing your sales process. Whenever a payment is made, the customer is automatically added as a contact, saving you time and effort.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, using Pabbly Connect to integrate Instamojo Payment with GoHighLevel streamlines your payment processing and customer management. This setup is essential for businesses looking to automate their workflows effectively.