Author: Rajpal Tomar

Learn how to automate PDF data extraction and integration with Pabbly Connect, Doc Passa, and Airtable in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for PDF Data Extraction

To start using Pabbly Connect, first create an account on the platform. After signing up, navigate to the dashboard where you can create workflows for automation. This is the initial step to set up PDF data extraction using Doc Passa.

Once you are on the Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Doc Passa to Airtable’. This will help you keep track of your automation processes effectively.

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2. Setting Up the Trigger with Doc Passa

The next step involves setting up the trigger in Pabbly Connect by integrating with Doc Passa. In the trigger window, select Doc Passa from the app list and choose the trigger event as ‘Pass Documents’. This allows Pabbly Connect to listen for events from Doc Passa.

• Select ‘Doc Passa’ as the app.
• Choose the trigger event as ‘Pass Documents’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to paste it into your Doc Passa account under the integration settings. This connection allows Pabbly Connect to receive data from Doc Passa whenever a document is processed.

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3. Configuring Doc Passa for Integration

In your Doc Passa account, navigate to the integration settings and select the option for custom integrations. Here, you can set up a simple webhook by naming it and pasting the copied URL from Pabbly Connect.

Ensure that the payload format is set to JSON and save the settings. This configuration will enable Doc Passa to send data to Pabbly Connect whenever a new document is processed. You can then test this integration by sending sample data to verify that everything is set up correctly.

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4. Adding Airtable as the Action in Pabbly Connect

After setting up the trigger, the next step is to configure the action in Pabbly Connect to send the extracted data to Airtable. In the action step, select Airtable as the app and choose the action event as ‘Create Record’.

• Connect to your Airtable account through Pabbly Connect.
• Select the base and table where you want to store the extracted data.
• Map the fields from Doc Passa to the corresponding fields in Airtable.

This mapping process allows the data extracted from the PDF to be organized correctly in your Airtable database, ensuring all relevant information is captured accurately.

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5. Testing the Integration Workflow

Once everything is set up, it’s crucial to test the entire workflow to ensure that data flows correctly from Doc Passa to Airtable via Pabbly Connect. Upload a sample PDF document in Doc Passa and observe the automation in action.

Check your Airtable database to confirm that the new record has been created with the extracted information. This step verifies that the integration is functioning as intended and that Pabbly Connect is effectively automating the process of data extraction and storage.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate PDF data extraction and integration with Doc Passa and Airtable. By following these steps, you can streamline your workflow and enhance productivity.

Learn how to automate WhatsApp messages for travel inquiries using Pabbly Connect. Step-by-step tutorial on integrating Indiamart and AI Sensei. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for travel inquiries, you first need to access Pabbly Connect. Open your browser and type in the URL to reach the Pabbly Connect landing page.

Once on the website, sign in to your account. If you’re a new user, you can sign up for free to get started. After signing in, navigate to the Pabbly Connect dashboard where you will create your workflow for integrating Indiamart and AI Sensei.

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2. Creating a Workflow in Pabbly Connect

Within Pabbly Connect, you need to create a new workflow that will automate the process. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Automated WhatsApp Messages for Travel Leads’.

Next, select the folder where you want to save this workflow. Once the workflow is created, you’ll see two boxes: one for the trigger and one for the action. The trigger will be Indiamart, where new inquiries will come in, and the action will be sending a WhatsApp message via AI Sensei.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Indiamart as your trigger application. Choose the event ‘New Leads’ to initiate the workflow when a new inquiry is received. A webhook URL will be generated, which you will use to connect Indiamart with Pabbly Connect.

Now, copy the webhook URL provided by Pabbly Connect and go to your Indiamart account. In the Indiamart dashboard, navigate to ‘Lead Manager’, click on the three dots, and select ‘Import/Export Leads’. Here, set up the Push API by entering the CRM platform name as Pabbly Connect and pasting the copied webhook URL into the designated field. Save these details to establish the connection.

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4. Testing the Integration Between Indiamart and Pabbly Connect

After setting up the webhook, it’s essential to test the integration in Pabbly Connect. Go back to your Pabbly dashboard, and you will see a message saying it’s waiting for a webhook response. To test it, submit a lead inquiry from your Indiamart profile.

Once you submit the inquiry, return to Pabbly Connect to check if the response has been captured successfully. If the integration is working, you should see the details of the inquiry reflected in Pabbly Connect, confirming that the connection between Indiamart and Pabbly Connect is successfully established.

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5. Setting Up the Action to Send WhatsApp Messages

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select WhatsApp by AI Sensei as your action application and choose the event ‘Send Template Message’. You will need to connect your WhatsApp account by entering the API key from your AI Sensei account.

Once connected, fill in the necessary details including the campaign name and the mobile number of the lead. Use the mapping feature to dynamically pull in the lead’s details from the previous response. After entering all required fields, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. Check your WhatsApp to confirm receipt of the automated message, ensuring that the setup is complete and functioning correctly.

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Conclusion

Using Pabbly Connect, you can seamlessly automate WhatsApp messages for travel inquiries from Indiamart. This integration enhances communication efficiency and ensures timely responses to potential customers, significantly improving your business operations.

Learn how to automate sending WhatsApp reminders for library memberships using Pabbly Connect and Google Sheets in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin automating WhatsApp reminders for library memberships, access Pabbly Connect by visiting the official website. If you are an existing user, simply log in; otherwise, sign up for a new account to explore the platform.

Once you are logged into Pabbly Connect, you will find an intuitive dashboard. This dashboard allows you to create workflows that connect various applications, including Google Sheets and WhatsApp, without any coding skills required.

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2. Creating a New Workflow in Pabbly Connect

To automate the sending of payment reminders, click on the ‘Create Workflow’ option in Pabbly Connect. Name your workflow something descriptive, like ‘Send WhatsApp Reminders for Library Membership’. Select the appropriate folder for organization.

• Click on ‘Create’ to open a new workflow screen.
• Define a trigger, which in this case will be a scheduled trigger to run on the 28th of each month.
• Set the action to pull data from Google Sheets where member details are stored.

This setup allows Pabbly Connect to initiate the workflow based on the defined schedule, ensuring reminders are sent automatically.

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3. Setting Up the Schedule Trigger in Pabbly Connect

In this step, you will configure the schedule trigger within Pabbly Connect. Select the ‘Schedule’ application as your trigger. Specify the frequency as ‘Date of Month’ and choose the 28th for monthly execution.

Next, set the time for the trigger to execute, such as 10:00 AM. This ensures that every month on the specified date, Pabbly Connect will automatically check Google Sheets for members whose payments are due.

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4. Integrating Google Sheets with Pabbly Connect

Now, it’s time to integrate Google Sheets with Pabbly Connect. Choose Google Sheets as the action application and select the ‘Lookup Spreadsheet Row’ event. This action will retrieve payment status data for each member.

• Connect your Google account to allow Pabbly Connect access.
• Select your spreadsheet containing member data.
• Set the lookup column to identify members with due payments.

This integration allows Pabbly Connect to pull relevant data from Google Sheets, ensuring that only members with pending payments receive reminders.

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5. Sending WhatsApp Messages Using Pabbly Connect

After retrieving the necessary data from Google Sheets, configure the action to send WhatsApp messages. You can use WhatsApp Cloud API or another messaging service integrated with Pabbly Connect.

Fill in the required fields, such as the campaign name and the phone numbers of the members. Use the mapped data from the previous steps to personalize each message, ensuring that members receive tailored reminders.

Finally, test the workflow to confirm that messages are successfully sent. Once verified, your automated system will operate seamlessly, sending reminders every month based on the payment status, all managed through Pabbly Connect.

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Conclusion

This tutorial detailed how to automate WhatsApp reminders for library memberships using Pabbly Connect. By integrating Google Sheets and WhatsApp, you can efficiently manage payment reminders without manual intervention, enhancing member engagement.

Learn how to automate the process of creating Facebook Lead Ads leads as subscribers in Flodesk using Pabbly Connect, step by step. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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Getting Started with Pabbly Connect

To create Facebook Lead Ads leads as a subscriber in Flodesk, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly without coding skills. Start by visiting the Pabbly Connect website and signing in to your account.

If you are new to Pabbly Connect, click on ‘Sign Up for Free’ to receive 100 tasks monthly. Once logged in, navigate to the dashboard where you can create workflows that automate tasks between Facebook Lead Ads and Flodesk.

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Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate the process. Click on ‘Create Workflow’ and name it ‘How to Create Facebook Lead Ads Leads as a Subscriber in Flodesk.’ Choose the appropriate folder for organizing your workflows.

Now, you will see two boxes: Trigger and Action. The Trigger will be Facebook Lead Ads, and the Action will be Flodesk. This setup means that when a new lead is received from Facebook, a subscriber will be created automatically in Flodesk.

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Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application. Choose the event ‘New Lead Instant’ to capture new leads from your Facebook ads. Click on ‘Connect’ to establish a connection with your Facebook account.

After connecting, enter the page name and lead form you will be using. For example, if your page is named ‘Sports and Fitness Training Center,’ select it from the dropdown. Then, choose the lead form you want to use for collecting subscriber information.

• Select your Facebook page.
• Choose the lead form created under this page.

Once you have entered this information, click on ‘Save and Send Test Request’ to ensure that the connection is successful. This will allow you to verify that Pabbly Connect is receiving leads from Facebook correctly.

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Adding the Action to Create Subscribers in Flodesk

Next, you will set up the action in Pabbly Connect to create a subscriber in Flodesk. Choose Flodesk as your action application and select ‘Create or Update Subscriber’ as the action event. Click on ‘Connect’ to link your Flodesk account.

After connecting, you will need to map the fields from the Facebook lead data to the Flodesk subscriber fields. Enter the subscriber’s email, first name, and last name using the data received from the Facebook lead. This ensures that the subscriber information is automatically populated every time a new lead is captured.

• Map the email field to the lead’s email address.
• Map the first name and last name fields accordingly.

Finally, click on ‘Save and Send Test Request’ to create the subscriber in Flodesk. Check your Flodesk dashboard to confirm that the subscriber was created successfully.

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Testing the Integration in Pabbly Connect

To ensure the automation works correctly, it is essential to test the integration set up in Pabbly Connect. Go back to the Facebook Lead Ads testing tool and submit a test lead form. Make sure to delete any previous leads before testing, as this will help avoid duplicates.

After submitting the test lead, check your Flodesk account to confirm that the new subscriber has been added. This step verifies that the workflow between Facebook Lead Ads and Flodesk is functioning as expected through Pabbly Connect.

By following these steps, you will have successfully automated the process of creating subscribers from Facebook Lead Ads in Flodesk using Pabbly Connect. This integration saves time and ensures that every lead is captured efficiently.

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Conclusion

In conclusion, using Pabbly Connect, you can automate the process of creating Facebook Lead Ads leads as subscribers in Flodesk. This integration simplifies your marketing efforts and enhances lead management.

Learn how to automate WhatsApp subscription reminders using Google Sheets and Pabbly Connect. Step-by-step guide to enhance customer engagement. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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Introduction to WhatsApp Automation for Subscription Reminders

WhatsApp integration is essential for automating subscription reminders. In this tutorial, we will guide you through the process of sending WhatsApp messages for monthly subscription reminders using Google Sheets. This automation streamlines communication with your clients, ensuring timely reminders without manual intervention.

By utilizing Pabbly Connect, you can easily set up this automation. The integration will check your Google Sheets for members whose payments are due and send them automated WhatsApp reminders. This not only saves time but also enhances client satisfaction.

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Setting Up Pabbly Connect for WhatsApp Integration

To start, navigate to the Pabbly Connect website. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ to access their dashboard. Once logged in, you’ll see various applications offered by Pabbly.

Click on ‘Access Now’ for Pabbly Connect. To create a workflow, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send WhatsApp Message for Monthly Subscription Reminder from Google Sheets,’ and save it in the Automation folder. This will set the foundation for your automation process.

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Scheduling the Workflow with Pabbly Connect

To schedule the workflow, select the trigger application as ‘Schedule by Pabbly’. This feature allows you to automate the timing of your workflow. Set the trigger event for the end of the month, specifying the date as the 28th of each month and the time as 12 PM. using Pabbly Connect

After setting the schedule, click on ‘Save’. This will ensure that your workflow runs automatically at the specified time each month. Now, you are ready to proceed to the next step of extracting data from Google Sheets.

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Extracting Data from Google Sheets for WhatsApp Reminders

For the action application, select ‘Google Sheets’ to retrieve the details of customers with pending payments. Choose the action event as ‘Lookup Spreadsheet Row V2’ and connect your Google Sheets account. Make sure to authorize Pabbly Connect to access your Google account. using Pabbly Connect

• Select your spreadsheet named ‘Details’.
• Input the lookup value as ‘Due’ to filter customers with pending payments.
• Set the lookup column to ‘F’ where the payment status is recorded.

After configuring these settings, click on ‘Save and Send Test Request’. This will retrieve the list of customers whose payments are due, setting up the next step in your workflow.

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Sending WhatsApp Messages to Customers

Now, add an action step by selecting ‘AI Sensei’ for sending automated WhatsApp messages. Choose the action event as ‘Send Template Message’. Connect your WhatsApp by AI Sensei account by entering your API key, which can be generated from your AI Sensei account under the Manage section. using Pabbly Connect

Once connected, specify the campaign name that you want to use for sending messages. Ensure that the campaign is live. Map the mobile number and user name from the previous Google Sheets response to personalize each message. For the template parameters, include variables for the customer’s name and membership type.

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Conclusion: Streamlining Client Communication with Automation

In conclusion, integrating WhatsApp with Google Sheets through Pabbly Connect allows you to automate subscription reminders effectively. This process ensures that your clients receive timely notifications, improving retention and satisfaction. By following the steps outlined in this tutorial, you can enhance your business operations significantly.

Learn how to automate adding Outlook emails to Google Sheets using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Outlook emails into Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. If you are a new user, click on the ‘Sign up for free’ option to get started.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to reach your dashboard. Here, you can create a workflow that automates the process of adding Outlook emails to Google Sheets.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate adding new Outlook emails to Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow and choose a folder for it.

• Name your workflow: ‘Add New Outlook Emails to Google Sheets’.
• Select a folder for organization.

After naming your workflow, click on ‘Create’. This will open the workflow window where you can set the trigger and action for your integration. The trigger will be set to Microsoft Office 365, which is essential for capturing new email data.

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3. Setting Up the Trigger for Microsoft Office 365

To set up the trigger in Pabbly Connect, select Microsoft Office 365 as your trigger application. The trigger event should be set to ‘New Mail’ to initiate the workflow whenever a new email is received. Click on ‘Connect’ to link your Microsoft account.

Choose to either add a new connection or select an existing one. If you are adding a new connection, click on ‘Connect with Microsoft Office 365’. You will need to accept the permissions requested by Pabbly to ensure secure access to your emails.

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4. Filtering Emails for Relevant Inquiries

After successfully connecting your Microsoft Office 365 account, the next step in Pabbly Connect is to filter the emails. This ensures that only relevant inquiries are processed. Add a filter condition to your workflow to check if the subject of the email contains specific keywords.

• Set the filter type to ‘Contains’.
• Add keywords like ‘Inquiry’ and ‘Request’ to capture relevant emails.

Click ‘Save and send test request’ to confirm the filter setup. This step is crucial as it ensures that only emails with the specified keywords will trigger the next actions in your workflow.

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5. Adding Email Details to Google Sheets

Now it’s time to add the email details to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add New Row’. Click on ‘Connect’ to link your Google Sheets account.

After connecting, select the spreadsheet and sheet where you want to store the email details. Map the necessary fields such as sender’s name, email address, and inquiry content from the previous steps. This mapping allows for dynamic updates as new emails are received.

Finally, click ‘Save and send test request’ to verify that the details are correctly added to your Google Sheets. This integration will automatically update your spreadsheet with new inquiries, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Outlook emails to Google Sheets. By setting up triggers, filters, and actions, you can efficiently manage your inquiries and improve your team’s responsiveness to leads.

Learn how to automatically send emails to Instagram leads based on their responses using Pabbly Connect and SMTP. Step-by-step guide included! 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 Email Automation

To start automating email responses to Instagram leads, you need to access Pabbly Connect. Visit the Pabbly Connect homepage by typing the URL in your browser.

Once there, you will see options to sign in or sign up. If you already have an account, click on the Sign In button. For new users, click on Sign Up for Free to create an account, which takes less than two minutes.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. To create a new workflow, click on the Create Workflow option. You will be prompted to name your workflow, such as ‘Automatically Send Emails to Instagram Leads Based on Their Responses’.

• Enter a descriptive name for your workflow.
• Select a folder to save your workflow.
• Click on Create to proceed.

Once your workflow is created, you will see a blank workspace with two sections: Trigger and Action. Here, you will set the trigger to Instagram Lead Ads and the action to SMTP by PAB.

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3. Setting Up Instagram Lead Ads as Trigger

In this step, you will configure the trigger application in Pabbly Connect. Select Instagram Lead Ads as your trigger application and choose the trigger event as New Lead Instant. This setup allows the workflow to initiate as soon as a new lead submits the lead gen form.

Next, click on Connect to establish a connection between Instagram Lead Ads and Pabbly Connect. You will need to log into your Instagram account and select the Facebook page associated with your ad campaign.

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4. Configuring SMTP by PAB for Email Sending

After setting up the trigger, the next step is to configure the action using Pabbly Connect and SMTP by PAB. Select SMTP as the action application and choose the Send Email event. You will be prompted to create a new connection or select an existing one.

• Enter your SMTP account details including hostname, username, and password.
• Fill in the sender’s name and email address.
• Map the lead’s email from the previous response to send the email.

This configuration allows you to automatically send follow-up emails to leads based on their responses collected through Instagram Lead Ads.

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5. Using Router Feature for Conditional Emails

To differentiate email responses based on the type of property interest, use the Router feature in Pabbly Connect. This allows you to set conditions for sending emails related to either residential or rental properties.

After adding the Router, set up two routes: one for residential properties and another for rental properties. For each route, specify the conditions based on the lead’s response. This ensures that the right follow-up email is sent according to the lead’s interest.

Once configured, test the workflow to ensure that emails are sent correctly based on the property type selected by the lead. This setup provides a seamless automation process for your real estate business.

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Conclusion

By using Pabbly Connect, you can efficiently automate email responses to Instagram leads based on their responses. This tutorial guides you through the exact steps to set up SMTP and integrate with Instagram Lead Ads for seamless communication.

Learn how to integrate WhatsApp with India M using Pabbly Connect for automated messaging to leads. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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, first, navigate to the Pabbly Connect landing page. You can do this by entering ‘Pabbly.com/connect’ in your browser. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks each month.

For existing users, simply click on ‘Sign in’. Once logged in, you will see various applications offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to proceed to your dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to enter a workflow name and choose a folder to save it in. For this integration, name your workflow something like ‘Send WhatsApp Message to India M Leads’.

• Click on ‘Create’ to initiate the workflow.
• This opens the workflow window where you can set your trigger and action.

In the workflow window, select your trigger application. In this case, choose ‘India M’ as the application to trigger the workflow when a new lead is received. This is crucial as it allows Pabbly Connect to automate responses to inquiries.

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3. Configuring India M as the Trigger Application

To set up India M, you need to select the trigger event. Choose ‘New Lead’ as the event that will initiate the automation. Once selected, Pabbly Connect will provide a webhook URL that you must copy.

Next, log into your India M account. Navigate to the ‘Lead Manager’ section and select ‘Import/Export Leads’ from the menu. Click on ‘Push API’ and paste the webhook URL into the designated field. This will connect your India M account with Pabbly Connect.

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4. Testing the Integration with a Dummy Lead

After configuring the webhook, you need to test the integration to ensure it works correctly. Generate a dummy lead by submitting an inquiry through your India M account. This inquiry will trigger the workflow in Pabbly Connect.

• Submit a test lead with details such as your name and inquiry message.
• Check the workflow in Pabbly Connect to see if the lead details are captured successfully.

If the test lead is captured, it confirms that the integration is successful. The details of the lead will now be available in your workflow for further processing.

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5. Sending WhatsApp Messages Using AI Sensi

For the action step, select ‘AI Sensi’ as the application to send WhatsApp messages. Choose ‘Send Template Message’ as the action event. This action will allow Pabbly Connect to dispatch automated messages to leads via WhatsApp.

To connect AI Sensi, you will need to provide an API key. Log into your AI Sensi account, navigate to the ‘Manage’ section, and generate an API key. Copy this key and paste it into the designated field in your Pabbly Connect workflow.

Next, select the campaign name that corresponds to your message template. Ensure that the mobile number and other parameters are mapped correctly from the previous response to personalize your message. Once everything is set up, click ‘Save and Send Test Request’ to send a test message through WhatsApp.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with India M using Pabbly Connect. By automating the messaging process, you can enhance communication with potential clients and streamline your workflow. This integration allows for quick responses and improved engagement with leads, ultimately increasing your chances of converting inquiries into successful projects.

Learn how to automate the integration of Indiamart leads into Salesforce using Pabbly Connect with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Start Integration

To begin the integration of Indiamart leads into Salesforce, we will use Pabbly Connect. Start by opening your web browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are a new user, click ‘Sign up for free’ to get 100 tasks free every month. Existing users should click on ‘Sign in’. After signing in, you will access various Pabbly apps. Click on ‘Access Now’ under Pabbly Connect to proceed.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow something descriptive, such as ‘Indiamart Leads to Salesforce Integration.’ Choose a folder to save this workflow, like ‘Automations’. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• Select ‘Indiamart’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.

Once you select the trigger, Pabbly Connect will provide a webhook URL. Copy this URL as you will need it to connect your Indiamart account with Pabbly Connect.

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3. Connecting Indiamart to Pabbly Connect

Log into your Indiamart account and navigate to the Lead Manager section. From there, go to ‘Import/Export’ and select ‘Push API’. Here, you will set up the webhook listener. using Pabbly Connect

• Choose ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook listener URL you copied earlier.

After saving the details, Indiamart will prompt for a reason for the integration. Select a suitable reason, such as ‘To assign leads to my sales team efficiently.’ Click ‘Generate OTP’ to receive a confirmation code, enter it, and submit to complete the connection.

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4. Testing the Integration with a Dummy Lead

With your Indiamart account connected to Pabbly Connect, it’s time to test the integration. Create a dummy lead in Indiamart to see if the details flow into Salesforce correctly.

Go back to your Indiamart account, search for your product, and click on ‘Contact Supplier’. Fill in the inquiry message, including details like product quantity and location, then submit the inquiry. This action should trigger the webhook you set up in Pabbly Connect.

Return to your Pabbly Connect workflow and check for a response. If the integration is successful, you should see the lead details captured by Pabbly Connect.

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5. Finalizing the Integration with Salesforce

Now that you have tested the connection, it’s time to set up Salesforce as your action application in Pabbly Connect. Select Salesforce and choose the action event as ‘Create Lead’. Click ‘Connect’ to link your Salesforce account.

If prompted, authorize Pabbly Connect to access your Salesforce account. After connecting, you will need to map the lead details from your Indiamart inquiry to the corresponding fields in Salesforce.

Map the last name and first name from the lead details. Include other fields like company name, email, and phone number. Adjust lead source and status as required.

Once all fields are mapped, click ‘Save and Send Test Request’. Check your Salesforce account to confirm that the new lead has been added successfully. This integration allows your sales team to follow up quickly and efficiently with potential customers.

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Conclusion

This tutorial demonstrated how to integrate Indiamart leads into Salesforce using Pabbly Connect. By automating this process, businesses can streamline lead management, reduce manual data entry, and improve customer service. Utilizing Pabbly Connect enhances operational efficiency significantly.

Learn how to seamlessly integrate WooCommerce with Stripe using Pabbly Connect. Follow this step-by-step tutorial to automate product addition. 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. Accessing Pabbly Connect for WooCommerce and Stripe Integration

To begin with, accessing Pabbly Connect is crucial for integrating WooCommerce and Stripe. First, search for Pabbly Connect in your browser and open the landing page. You will find options to sign in or sign up for free, which provides 100 tasks every month for new users.

After signing in, you will be directed to your dashboard where all Pabbly applications are listed. Click on ‘Access Now’ under Pabbly Connect to start the integration process. This is the central platform that will facilitate the connection between WooCommerce and Stripe.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. For this integration, name it something like ‘WooCommerce to Stripe Integration’ and select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set a trigger and action for your workflow.
• Select WooCommerce as your trigger application.

In the trigger event, choose ‘New Product Created’ to initiate the workflow whenever a new product is added in WooCommerce. This setup is essential as it defines how Pabbly Connect will react to events in WooCommerce.

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3. Connecting WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you will be provided with a webhook URL after selecting the trigger. Copy this URL and navigate to your WooCommerce account.

• Log into your WordPress admin panel.
• Go to WooCommerce settings and find the ‘Advanced’ tab.
• Select ‘Webhooks’ and click on ‘Add Webhook’.

In the webhook settings, name it ‘New Product’ and set the status to active. Paste the webhook URL you copied from Pabbly Connect into the delivery URL field. Select ‘Product Created’ as the topic and save the webhook. This establishes the connection between WooCommerce and Pabbly Connect.

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4. Setting Up Stripe Integration in Pabbly Connect

After successfully connecting WooCommerce, the next step is to set up Stripe in Pabbly Connect. For the action application, select Stripe and then choose ‘Create Product’ as the action event. Click on connect to link your Stripe account.

If you have not connected Stripe before, you will need to input your API token. To get this, log into your Stripe account, navigate to the Developers section, and find the API Keys. Copy the secret key and paste it into Pabbly Connect.

Map the product details from WooCommerce to Stripe. Ensure the name, description, and other details are correctly linked. Remove any HTML tags from the description using the text formatting action in Pabbly Connect.

This step is vital as it ensures that the product information is accurately transferred from WooCommerce to Stripe, maintaining consistency across both platforms.

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5. Testing the Integration Between WooCommerce and Stripe

To test the integration, create a new product in your WooCommerce account. For example, add a product named ‘Radiant Glow Face Serum’ with a detailed description and price. Once published, this product will trigger the workflow in Pabbly Connect.

Check back in Pabbly Connect to see if the webhook response has been captured. If successful, you will see all the product details reflected in the workflow. Next, verify in your Stripe account that the product has been created with the same details.

Ensure that the product ID and price are correctly mapped in Stripe. Confirm that the product appears in your Stripe product catalog. Repeat the process for additional products to ensure everything works smoothly.

This testing phase is crucial to confirm that Pabbly Connect is effectively automating the product addition from WooCommerce to Stripe without any manual intervention.

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Conclusion

In this tutorial, we demonstrated how to integrate WooCommerce with Stripe using Pabbly Connect. By following the outlined steps, you can automate the process of adding new products to Stripe seamlessly. This integration not only saves time but also minimizes errors, ensuring a smooth experience for your customers.