Author: Rajpal Tomar

Learn how to automate WhatsApp messages for your solar energy business using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for WhatsApp Automation

To automate WhatsApp messages for your solar energy business, start by accessing Pabbly Connect. Navigate to the Pabbly website and click on ‘Sign In’ or ‘Sign Up for Free’ if you’re a new user. Once logged in, you will see various applications offered by Pabbly, but for this tutorial, we will focus on Pabbly Connect.

After accessing Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to enter a name for your workflow and select a folder to save it. Name it something like ‘WhatsApp Automation for Solar Leads’ and choose your desired folder. Click ‘Create’ to proceed.

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2. Triggering the Workflow with IndiaMART Leads

The next step involves setting up the trigger application in Pabbly Connect. For this automation, the trigger application will be IndiaMART, as we want to send WhatsApp messages whenever a new lead is received. Select IndiaMART as your trigger application and choose ‘New Leads’ as the trigger event.

• Select ‘New Leads’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• Log in to your IndiaMART account, navigate to Lead Manager, and set up the webhook.

In IndiaMART, go to the Lead Manager section, click on the three dots for ‘Import/Export Leads’, and then select ‘Push API’. Set the source as ‘Other’ and enter ‘Pabbly Connect’ in the CRM platform name. Paste the copied webhook URL and save the details to establish the connection.

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3. Setting Up WhatsApp Integration in Pabbly Connect

Now that the trigger is set, the next step is to configure the action application in Pabbly Connect. For this automation, we will use WhatsApp via AI Sensi to send the automated messages. Select AI Sensi as your action application and choose ‘Send Template Message’ as the action event.

To connect your WhatsApp account, click on ‘Connect’ and follow the prompts to add a new connection. You will need to provide your API key from your AI Sensi account. Log into your AI Sensi account, navigate to the Manage section, and generate your API key. Copy this key and paste it into Pabbly Connect.

• Select ‘Send Template Message’ as the action event.
• Enter your campaign name and select the template you created.
• Map the mobile number and user name from the previous response.

Once you have mapped the required fields, click on ‘Save and Send Request’. This action will send an automated WhatsApp message to the lead, confirming their inquiry.

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4. Testing the Pabbly Connect Workflow

After setting up the action step, it is crucial to test your workflow in Pabbly Connect. To do this, return to the workflow dashboard and click on the ‘Test’ button next to the webhook listener URL. This will simulate a lead submission to ensure everything is functioning correctly.

Once the test is completed, check your WhatsApp for the automated message sent to the lead. You should see a message similar to ‘Hello [Lead Name], thank you for your interest in our Solar Energy Solutions.’ This confirms that your integration is working as intended.

If you encounter any issues during testing, review each step in Pabbly Connect to ensure all configurations are correct. Adjust any mapping errors or incorrect API keys as needed.

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5. Conclusion: Automate Your Solar Energy Business with Pabbly Connect

In this tutorial, we successfully integrated WhatsApp with IndiaMART using Pabbly Connect. This automation allows you to send timely messages to new leads, enhancing your customer engagement in the solar energy sector. By following the steps outlined, you can streamline your communication process and ensure no inquiry goes unanswered.

Using Pabbly Connect not only simplifies your workflow but also enhances your operational efficiency. Automate your lead management today and focus on growing your solar energy business!

Learn how to integrate Wix Forms with Graphy using Pabbly Connect for automatic user enrollment. Follow this detailed tutorial to streamline your registration process. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Accessing Pabbly Connect for Wix Forms and Graphy Integration

To enroll a Graphy user on Wix Forms submission, you first need to access Pabbly Connect. This platform enables seamless integration between your Wix Forms and Graphy, automating the registration process.

Start by opening your browser and navigating to the Pabbly Connect website. You can sign up for free if you don’t already have an account, which allows you to utilize 100 free tasks every month. Once logged in, click on the ‘Access Now’ button under the Pabbly Connect section to reach the dashboard.

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2. Creating a Workflow in Pabbly Connect for User Enrollment

Now that you are on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and give it a name that reflects your objective, such as ‘Enroll Graphy User on Wix Form Submission’. using Pabbly Connect

• Select a folder for saving your workflow.
• Click on ‘Create’ to proceed to the workflow setup.
• In the workflow window, you will see Trigger and Action boxes.

In this step, you will set Wix Forms as your trigger application and select ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to listen for new submissions and initiate the enrollment process.

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3. Connecting Wix Forms to Pabbly Connect

After setting up the trigger, you need to connect your Wix Forms to Pabbly Connect. Copy the webhook URL provided in Pabbly Connect. This URL acts as a bridge between Wix Forms and Pabbly Connect.

Next, log into your Wix account and navigate to the Automations section. Create a new automation by clicking on ‘Add New Automation’ and set it to trigger on form submissions. Paste the webhook URL you copied from Pabbly Connect into the Target URL field.

• Name your Wix automation (e.g., ‘Test’) and select the form you want to connect.
• Choose ‘Form Submitted’ as the trigger event.
• Activate the automation to start receiving form submissions.

Once the automation is activated, any new form submission will send data to Pabbly Connect, allowing you to proceed with the next steps.

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4. Enrolling Users in Graphy Using Pabbly Connect

After receiving form submissions through Pabbly Connect, the next step is to enroll users in Graphy. In your Pabbly Connect workflow, add an action step and select Graphy as the action application. using Pabbly Connect

For the action event, choose ‘Create Learner’. You will need to connect Graphy with Pabbly Connect by providing your API key and Merchant ID, which can be found in the Integrations section of your Graphy account.

Copy the API key and Merchant ID from Graphy. Paste these details into Pabbly Connect to establish the connection. Map the required fields from the Wix form submission to the Graphy learner details.

After successfully mapping the details, click ‘Save and Send Test Request’ to confirm that the learner has been created in your Graphy account.

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5. Finalizing User Enrollment in Graphy

Once the learner is created, the final step is to enroll them in a specific course on Graphy. In your Pabbly Connect workflow, add another action step and select Graphy again. using Pabbly Connect

This time, choose ‘Enroll Learner to Course’ as the action event. You will need to map the learner’s email and the course URL to complete the enrollment process. The course URL can be obtained from the Products section in Graphy.

Use the email address of the learner from the previous step. Copy the course URL from the Graphy product page. Click on ‘Save and Send Test Request’ to complete the enrollment.

After completing these steps, you will see a positive response indicating that the user has been successfully enrolled in your Graphy course, thus automating the entire process.

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Conclusion

In summary, using Pabbly Connect to enroll a Graphy user on Wix Forms submission automates the registration process effectively. By following the steps outlined above, you can streamline user enrollment, saving time and enhancing user experience.

Learn how to automate Graphy user enrollment using Pabbly Connect with Paper Form submissions. Step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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1. Accessing Pabbly Connect for Integration

To automate Graphy user enrollment, we will use Pabbly Connect. First, visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, sign up for a free account to get started.

Once logged in, you will find the dashboard displaying all Pabbly applications. Click on Pabbly Connect to access your workflows. Here, you can create a new workflow that will facilitate the integration between Paper Form and Graphy.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to enroll users from Paper Form to Graphy. Start by clicking on the ‘Create Workflow’ button.

• Name the workflow: ‘Enroll Graphy User on Paper Form Submission’
• Select the appropriate folder for saving the workflow.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will be set to Paper Form, and the action will be set to Graphy for learner creation.

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3. Setting Up the Trigger with Paper Form

To set up the trigger in Pabbly Connect, select Paper Form as your trigger application. Choose ‘New Form Submission’ as the trigger event. This means that whenever there is a new submission, it will trigger the workflow.

Next, a webhook URL will be generated. This URL acts as a bridge between Paper Form and Pabbly Connect. Copy this URL and go to your Paper Form account to set up the integration.

• Edit your Paper Form and navigate to the ‘Integrations’ section.
• Select ‘Webhooks’ and paste the copied URL.
• Set the trigger to ‘New Submission’ and save the changes.

After saving the webhook, return to Pabbly Connect and wait for a response after submitting a test form. This confirms that the integration is successful.

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4. Setting Up the Action to Create Learners in Graphy

Now that the trigger is set, we will configure the action to create a learner in Graphy using Pabbly Connect. Select Graphy as your action application and choose ‘Create Learner’ as the action event.

To connect Graphy with Pabbly Connect, you will need the API key and Merchant ID from your Graphy account. Go to the Integrations section in Graphy to find these details and input them into Pabbly Connect.

Enter the API key and Merchant ID. Map the fields from the Paper Form response to the Graphy learner fields. Click ‘Save and Send Test Request’ to create the learner.

Once the test request is successful, you can check your Graphy account to see if the learner has been created.

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5. Enrolling the Learner in a Course

The final step is to enroll the newly created learner into a specific course using Pabbly Connect. Add another action in your workflow and select Graphy again, choosing ‘Enroll Learner to Course’ as the action event.

Map the learner’s email address from the previous step and specify the course URL from your Graphy account. This ensures that the learner is enrolled in the correct course automatically.

Select the course URL from Graphy. Click ‘Save and Send Test Request’ to finalize the enrollment. Check Graphy to confirm the learner is enrolled.

With this, you have successfully set up an automated workflow using Pabbly Connect to enroll Graphy users based on Paper Form submissions.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the enrollment of Graphy users from Paper Form submissions. By following the steps outlined, you can streamline your workflow and enhance efficiency.

Learn how to automate Typeform submissions as events in CleverTap using Pabbly Connect. This guide walks you through the exact steps for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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Setting Up Pabbly Connect for Typeform and CleverTap Integration

To start automating Typeform submissions as events in CleverTap, you first need to set up Pabbly Connect. This platform serves as the central hub for your integration needs. Begin by signing up for a free account on Pabbly Connect, which takes just a couple of minutes.

Once you have logged into your Pabbly Connect dashboard, create a new workflow. Click on the ‘Create Workflow’ button, provide a name for your workflow (e.g., ‘Typeform to CleverTap’), and select the appropriate folder for organization. This setup is crucial for managing your automation efficiently.

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Configuring the Trigger for Typeform Submissions

In this step, you will configure the trigger to capture new submissions from Typeform using Pabbly Connect. In the trigger window, search for Typeform and select it as your app. Next, choose the trigger event labeled ‘New Entry’ from the dropdown menu.

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Typeform account. This is done by clicking on the ‘Connect with Typeform’ button and accepting the permissions requested. After connecting, select the specific Typeform you wish to monitor for submissions.

• Search for Typeform in the app selection.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

After selecting your form, click on ‘Save and Send Test Request’. This action will prompt Pabbly Connect to wait for a new submission from Typeform, allowing you to test the connection.

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Setting Up the Action to Upload Events to CleverTap

With your Typeform submissions connected, the next step is to set up the action in Pabbly Connect to upload these submissions as events in CleverTap. In the action window, search for CleverTap and select it as your app. Choose the action event ‘Upload Event’ from the dropdown.

Click on ‘Connect’ and select ‘Add New Connection’. Here, you will need to provide your CleverTap Account ID or Project ID, along with the Passcode and Region. These details can be found in your CleverTap account settings. Once you’ve entered this information, click ‘Save’ to establish the connection.

• Enter your CleverTap Account ID.
• Provide the Passcode from your CleverTap settings.
• Select the appropriate Region for your CleverTap account.

After successfully connecting, you will need to configure the event data. Use the email address from the Typeform submission as the unique object ID for the user. This mapping ensures that the data is correctly uploaded to CleverTap.

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Mapping Event Data from Typeform to CleverTap

In this section, you will map the event data that will be uploaded to CleverTap using Pabbly Connect. Start by entering the Object ID, which will be the email address of the user who submitted the Typeform. Next, specify the Identity and Event Name, for example, ‘Feedback from Customer’.

For the event data, you will format the details in a specific structure. This includes the name, email, mobile number, user rating, and feedback message. Each piece of information should be formatted correctly to ensure it is recognized by CleverTap.

Map the name of the user. Include the email address and mobile number. Add user rating and feedback message in the specified format.

Once all the details are mapped, click on ‘Save and Send Test Request’. This action will upload the event to CleverTap, confirming that your automation is functioning correctly.

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Testing the Automation Workflow

After setting up your automation, it’s crucial to test it to ensure everything is working as intended. Go back to Typeform and submit a new form entry. This will trigger the workflow you created in Pabbly Connect.

Once the submission is made, return to your CleverTap account to verify that the event has been logged. Navigate to the Analytics section in CleverTap, select the event name you specified, and check the details of the uploaded event.

By following these steps, you will confirm that your automation between Typeform and CleverTap is successful. With Pabbly Connect, you can streamline your data collection process effectively.

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Conclusion

In this tutorial, we explored how to automate Typeform submissions as events in CleverTap using Pabbly Connect. By following the precise steps outlined, you can enhance your data management and reporting capabilities effortlessly. This integration allows you to focus on your customer feedback without manual intervention.

Learn how to automate course enrollment on Graphy using Pabbly Connect and Typeform. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect for Automation

To begin automating your course enrollment process, you need to access Pabbly Connect. This platform facilitates seamless integration between Typeform and Graphy, allowing you to enroll users automatically upon form submission.

Start by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in. Once logged in, you will see the dashboard where you can create workflows for your automation tasks.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to connect Typeform with Graphy. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, e.g., ‘Enroll Graphy User on Typeform Submission’.
• Select a folder to save this workflow, such as ‘Automations’.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two main components: Trigger and Action. The Trigger will be the event that starts the automation, while the Action is what happens in response.

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3. Setting Up Trigger in Pabbly Connect

The first step in your workflow is to set up the Trigger in Pabbly Connect. Select Typeform as your trigger application, as this is where you will receive new course registrations.

• Choose the Trigger Event as ‘New Entry’.
• Connect your Typeform account by clicking on ‘Connect’.
• Select the form you want to use for this automation.

Once connected, you will need to perform a test submission on your Typeform to capture the response. This allows Pabbly Connect to receive the data and proceed with the integration.

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4. Creating a Learner in Graphy via Pabbly Connect

After setting up the Trigger, the next step is to create a new learner in Graphy using Pabbly Connect. Select Graphy as your action application and choose ‘Create Learner’ as the action event.

Connect your Graphy account by entering the required API key and Merchant ID. Map the data fields such as email, first name, last name, and mobile number from the Typeform response. Click on ‘Save and Send Test Request’ to create the learner.

This process ensures that every new form submission from Typeform results in the automatic creation of a learner in your Graphy account, streamlining your enrollment process.

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5. Enrolling a Learner in a Course Using Pabbly Connect

The final step is to enroll the newly created learner in a specific course on Graphy through Pabbly Connect. Again, select Graphy as your action application, but this time choose ‘Enroll Learner to a Course’ as the action event.

Use the existing connection established earlier. Map the learner’s email and enter the course URL for enrollment. Click on ‘Save and Send Test Request’ to complete the enrollment.

This step finalizes the automation, ensuring that every learner who submits the Typeform is automatically enrolled in the designated course on Graphy.

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Conclusion

In this tutorial, we explored how to automate the enrollment of new learners in Graphy using Pabbly Connect and Typeform. By setting up triggers and actions, you can save time and streamline your course registration process effectively.

Learn how to automate user enrollment from Elementor forms to Graphy courses using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start automating user enrollment from Elementor to Graphy, you need to set up Pabbly Connect. First, create your free account on Pabbly Connect by following the sign-up link provided in the description.

Once signed up, access your dashboard and create a new workflow. Click on ‘Create Workflow’ and name it, for instance, ‘Elementor to Graphy’. After naming, select the desired folder for your workflow and click on ‘Create’.

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2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our automation using Pabbly Connect. Select Elementor as the app and choose the trigger event as ‘New Form Submission’. This step is crucial as it allows Pabbly Connect to capture form submissions from your Elementor form.

• Search for Elementor in the app list.
• Select ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, integrate this webhook URL into your Elementor form. Open your Elementor form in edit mode, navigate to the ‘Actions After Submit’ section, and select ‘Webhook’. Paste the copied URL into the webhook URL field and publish the changes.

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3. Capturing Form Submissions in Pabbly Connect

Now that we have set up the trigger, it’s time to test if Pabbly Connect is capturing the form submissions correctly. Open the Elementor form in a new tab and submit a test entry. For example, use the name ‘Test Dummy’ with an email and mobile number.

Upon submission, return to Pabbly Connect, where you should see that it has captured the form response. This indicates that the integration between Elementor and Pabbly Connect is functioning as expected.

• Ensure the test entry is filled out correctly.
• Check for the same name, email, and mobile number in Pabbly Connect.

With the form submission captured, we can now proceed to the next step of adding the user as a learner in Graphy.

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4. Adding Users as Learners in Graphy via Pabbly Connect

Next, we will use Pabbly Connect to add the captured user as a learner in Graphy. In the action step, select Graphy as the app and choose the action event ‘Create Learners’. This step will allow us to enroll the user in our Graphy course.

To connect Graphy with Pabbly Connect, you will need to input your API key and Merchant ID from your Graphy account. Access the integration settings in Graphy to retrieve these credentials and paste them into Pabbly Connect.

Navigate to Graphy settings and find the API key under integrations. Copy the Merchant ID from the API settings.

After entering these details, map the fields from the trigger step to the action step, ensuring the user’s email, name, and mobile number are correctly aligned. Save the action to complete this integration.

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5. Enrolling Learners into a Course Using Pabbly Connect

Finally, we will enroll the newly added learner into a specific course in Graphy using Pabbly Connect. Select Graphy again in the action step and choose the action event ‘Enroll Learner to Course’. This will allow us to assign the learner to the desired course.

Map the email of the learner from the previous action step and input the course URL from your Graphy account. You can find the course URL in the product section of Graphy. After mapping the necessary fields, save the action and send a test request.

Ensure the course URL is accurate to avoid errors. Test the enrollment to confirm the user is added to the course.

Upon successful testing, you can check your Graphy account to confirm the user has been enrolled, thus completing the automation process between Elementor and Graphy through Pabbly Connect.

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Conclusion

This tutorial demonstrates how to automate user enrollment from Elementor forms to Graphy courses using Pabbly Connect. By following these steps, you can streamline your educational processes effectively.

Learn how to automate WhatsApp notifications from Zoho Forms submissions using Pabbly Connect. This tutorial covers all steps in detail. 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. Accessing Pabbly Connect for Integration

To start integrating Zoho Forms with WhatsApp, access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for a free account which provides you with 100 free tasks every month. Once logged in, you will be directed to the dashboard where you can create workflows for your automation needs.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to handle the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name the workflow as ‘Send and Get WhatsApp Message on Zoho Form Submission’.
• Select the folder where you want to save this workflow, such as ‘WhatsApp Automations’.

After entering the required details, click on the ‘Create’ button. Your workflow is now set up with a trigger and action window, which are essential for the automation process.

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3. Setting Up the Trigger with Zoho Forms

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘Zoho Forms’ as the trigger application. The trigger event will be ‘New Form Submitted’ to capture the form submissions automatically.

Once you select the trigger application, Pabbly Connect will generate a webhook URL. Copy this URL as you will need to paste it into your Zoho Forms integration settings. This URL allows Pabbly Connect to receive data from Zoho Forms whenever a new submission occurs.

• Go to your Zoho Forms account and navigate to the ‘Integrations’ section.
• Select ‘Webhooks’ and click on ‘Configure Webhook’.
• Paste the copied webhook URL and set the content type to ‘application/json’.

After saving the webhook configuration, your Zoho Forms is now connected to Pabbly Connect, and it will capture the responses of new form submissions.

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4. Sending WhatsApp Messages Using AI Sensei

Now that we have set up the trigger, we can configure the action to send WhatsApp messages. In Pabbly Connect, select ‘WhatsApp by AI Sensei’ as the action application. Choose the action event as ‘Send Template Message’.

Click on the ‘Connect’ button and either select an existing connection or create a new one by providing the API key from your AI Sensei account. After establishing the connection, you will need to set up a campaign name and select the message template you wish to use for sending notifications.

Create a campaign named ‘Client Thank You Message’. Map the phone number and name fields from the previous step. Customize the message template with dynamic variables.

Once you have filled in all the required details, click on ‘Save and Test Request’. If successful, you will receive a confirmation message in WhatsApp, indicating that the thank you message has been sent.

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5. Receiving Notifications on WhatsApp

In addition to sending thank you messages, you can also set up a notification system for yourself. Again, select ‘WhatsApp by AI Sensei’ for the action application and choose the same action event, ‘Send Template Message’. using Pabbly Connect

Follow the same connection steps as before to set up the new campaign for receiving notifications about inquiries. Map the necessary fields such as lead’s name, preferred property type, and contact information.

Create a campaign named ‘Receive Notification’. Select the new inquiry notification template. Map all required fields for the notification message.

After saving the configuration, you will receive notifications on WhatsApp whenever a new inquiry is submitted through Zoho Forms. This setup ensures that you stay updated with your leads efficiently.

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Conclusion

By following this tutorial, you have successfully learned how to automate WhatsApp notifications for Zoho Forms submissions using Pabbly Connect. This integration streamlines your communication with leads, allowing for timely responses and improved service.

Learn how to integrate Webflow with Google Chat using Pabbly Connect for automated notifications. Follow this detailed tutorial for seamless automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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 search for Pabbly Connect. Once on the site, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account.

As an existing user, click on ‘Sign In’. After signing in, you will see all the applications offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. This is where you will set up the workflow to connect Webflow with Google Chat.

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2. Creating a Workflow in Pabbly Connect

Once you are on your Pabbly Connect dashboard, click on the button that says ‘Create Workflow.’ You will be prompted to enter a name for your workflow. Name it something like ‘Notify Team on Google Chat for Webflow Form Submission’ and select the folder where you want to save it. using Pabbly Connect

• Click on ‘Create’ to proceed to the workflow setup.
• This will open the workflow window where you can set your trigger and action.

In the workflow window, select Webflow as your trigger application. Choose the trigger event as ‘Form Submitted’. This means that the workflow will start whenever a new form submission occurs in your Webflow account. Click on ‘Connect’ to establish the connection.

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3. Connecting Webflow to Pabbly Connect

To connect Webflow to Pabbly Connect, you will need an API token. Click on ‘Add a New Connection’ and follow the instructions. Log into your Webflow account, navigate to ‘Site Settings,’ and then to ‘Apps and Integrations.’ Here, click on ‘Generate API Token’.

• Name your token appropriately, such as ‘Google Chat’.
• Set permissions for assets, forms, and pages to read and write.
• Generate the token and copy it back to Pabbly Connect.

Paste the token into the provided field in Pabbly Connect and click ‘Save’. You should see a confirmation that the Webflow account is now connected, along with the site ID for your Webflow site.

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4. Setting Up Google Chat Notifications

Next, you will set up Google Chat as the action application in your workflow. Search for Google Chat and select it. For the action event, choose ‘Create Message’. Click on ‘Connect’ to set up the connection. using Pabbly Connect

You will need to provide a webhook URL for Google Chat. To get this, open your Google Chat application, navigate to the space where you want notifications, and go to ‘Space Settings’. Click on ‘Add Webhook’ and copy the URL provided.

Paste the webhook URL into Pabbly Connect. Compose the message you want to send, including placeholders for dynamic data.

This will allow your Google Chat to receive real-time notifications whenever a new form submission occurs in Webflow.

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5. Testing the Integration

To ensure everything is set up correctly, it’s important to test the integration. Submit a new form in Webflow with sample data. After submission, head back to your Pabbly Connect workflow and click on ‘Save and Send Test Request’. This will trigger the workflow and send a message to Google Chat.

Check your Google Chat space to confirm that the notification appears with the details of the new lead. You should see the message formatted with the lead’s name, phone number, email, and city that you entered in the form.

With this successful test, your integration is now complete! Whenever a new form submission occurs in Webflow, your team will be notified in Google Chat automatically, thanks to Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Webflow with Google Chat using Pabbly Connect. By following these detailed steps, you can automate notifications for new form submissions, ensuring your team stays informed and responsive to potential leads.

Learn how to automate student enrollment from Cognito Forms to Zenler using Pabbly Connect with this detailed tutorial. 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 get started with Pabbly Connect, first, visit the Pabbly Connect website. This platform serves as the central hub for automating the integration between Cognito Forms and Zenler. using Pabbly Connect

After signing in to your Pabbly Connect account, you will see all available applications. Click on the ‘Access Now’ button for Pabbly Connect to proceed to the dashboard.

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2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow in Pabbly Connect to automate the enrollment process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name the workflow: ‘Enroll Zenler User on Cognito Form Submission’
• Select a folder to save your workflow, such as ‘Zenler Automations’

After naming the workflow and selecting the folder, click on the ‘Create’ button. This sets up the framework for automating the connection between Cognito Forms and Zenler through Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

Now we will set up the trigger for our workflow. Select ‘Cognito Forms’ as the trigger application. The event we want to capture is ‘New Entry,’ which indicates a new form submission. using Pabbly Connect

Pabbly Connect will provide a unique webhook URL that you need to copy and paste into your Cognito Forms settings. This URL establishes a connection between the two applications.

• Access your Cognito Forms account and navigate to the form you created.
• In the form settings, toggle on the option to ‘Post JSON Data on a Website’ and paste the webhook URL.

After saving the changes in Cognito Forms, return to Pabbly Connect and test the connection by submitting a test form. This action allows Pabbly Connect to capture the response, confirming that the trigger is set up correctly.

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4. Setting Up Action Steps in Pabbly Connect

Once the trigger is configured, we move to the action step. Here, select ‘Zenler’ as the action application. The first action event will be to ‘Add New User’ to create the student in your Zenler account.

To connect Zenler to Pabbly Connect, enter your school’s name and API key. This step is crucial for allowing Pabbly Connect to manage the data flow to Zenler.

Map the user details from the Cognito Forms response to the appropriate fields in Zenler. Enter the first name, last name, email, and set the user role as ‘Student’.

After filling in the required details, send a test request to ensure that the user is added successfully to Zenler. This confirms that Pabbly Connect is effectively facilitating the integration.

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5. Enrolling the User in Zenler Using Pabbly Connect

The final step is to enroll the newly created user in the course. Again, select ‘Zenler’ as the action application, but this time choose the event ‘Enroll User to a Course’.

In this step, you will provide the course ID and plan ID for the course where the student is to be enrolled. This ensures that the user is properly registered for the course they signed up for through Cognito Forms.

Select the course ID from the dropdown, which corresponds to the course created in Zenler. Map the email, first name, and last name fields from the previous steps to complete the enrollment process.

After sending a test request for enrollment, check your Zenler account to confirm that the student has been successfully enrolled in the course. This entire process showcases how Pabbly Connect streamlines the integration between Cognito Forms and Zenler.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Cognito Forms and Zenler. By following these steps, you can efficiently manage student enrollments and enhance your online course management.

Learn how to automate WhatsApp messages for Contact Form 7 submissions using AI Sensi and P Connect Now 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. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Integrating Contact Form 7 and AI Sensi for Automated Messaging

To start automating WhatsApp messages, we first need to integrate AI Sensi with Contact Form 7. This integration will allow us to send personalized messages automatically upon receiving a new form submission. The goal is to enhance customer communication by sending instant responses to leads who fill out the contact form.

Using P Connect Now, we can set up this automation without any coding skills. The process involves creating a workflow that links these two applications, ensuring that every new form submission triggers the sending of a WhatsApp message through AI Sensi.

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Setting Up P Connect Now for Workflow Creation

To create a workflow, open your browser and navigate to the P Connect Now website. If you don’t have an account, click on the ‘Sign Up for Free’ button. New users receive 100 free tasks each month, making it easy to test the automation process.

• Sign in to your account.
• Click on ‘Create Workflow’ to start a new automation.
• Name your workflow based on its purpose, such as ‘Send WhatsApp Message on Contact Form 7 Submission’.

After naming your workflow, select the appropriate folder for organization. This initial setup is crucial for ensuring that your automation runs smoothly and efficiently.

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Configuring Trigger and Action for the Workflow

The next step involves configuring the trigger and action for your workflow. The trigger will be a new form submission from Contact Form 7, while the action will be sending a WhatsApp message via AI Sensi. Start by searching for and selecting Contact Form 7 as your trigger application.

Once selected, set the trigger event to ‘New Form Submission’. This step is essential as it defines when the automation will be activated. After that, you will need to connect your Contact Form 7 with P Connect Now using a webhook URL, which acts as a bridge for data transfer.

• Install and activate the Contact Form 7 plugin in your WordPress account.
• Go to your form settings and enable the webhook option.
• Paste the webhook URL from P Connect into your Contact Form 7 settings.

After pasting the webhook URL, save the changes in Contact Form 7. This connection allows P Connect Now to receive data whenever a new lead submits the form.

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Testing and Verifying the Integration

With the webhook set up, it’s time to test the integration. Go back to your Contact Form 7 and fill out the lead generation form with sample data. For instance, use the name ‘Michael Caris’ and a valid WhatsApp number to simulate a new lead submission.

After submitting the form, check your P Connect Now dashboard. You should see the response from the new form submission, confirming that the data has been successfully transmitted. This step is crucial for ensuring that the integration works as intended.

Verify that all fields from the form submission are displayed correctly in P Connect. Check for any errors or missing data in the response.

Once confirmed, proceed to set up the action to send a WhatsApp message using AI Sensi. This will complete the automation process, allowing you to send personalized messages to your leads instantly.

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Sending Personalized Messages with AI Sensi

Now, to send personalized WhatsApp messages, you need to configure AI Sensi in your workflow. Start by selecting AI Sensi as the action application and choose ‘Send Template Message’ as the action event. This allows you to send predefined messages to your leads based on the data received from Contact Form 7.

To connect AI Sensi with P Connect Now, you will need an API key from your AI Sensi account. Navigate to the API Key section in your AI Sensi account to generate or retrieve this key. Once you have the API key, paste it into the connection settings in P Connect.

Create a new template message in AI Sensi that includes placeholders for lead details. Ensure the template is approved before using it in your campaign.

After setting up the template, map the lead details from the form submission to the message template. This ensures that each lead receives a personalized message with their name and relevant information.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages for Contact Form 7 submissions using AI Sensi and P Connect Now. By following the steps outlined, you can enhance customer communication and ensure timely responses to leads. Implementing this automation can significantly improve your business efficiency and customer satisfaction.