Author: Rajpal Tomar

Learn how to automate email responses for new leads from Just Dial using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 automate email responses for new leads in Just Dial, you first need to access Pabbly Connect. This platform enables seamless integration between various applications, including Just Dial and Gmail.

Visit the Pabbly Connect dashboard by signing in or creating an account. Once logged in, you will be ready to create a new workflow that will automate your email responses for new leads.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that connects Just Dial with Gmail. Start by clicking on the ‘Create Workflow’ button on the right-hand side of the dashboard.

• Name your workflow appropriately, such as ‘Send Email to Just Dial Leads Automatically’.
• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed to the next step.

After creating the workflow, you will see options for setting up triggers and actions. These are crucial for automating the process of sending emails when new leads are captured in Just Dial.

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3. Setting Up Trigger from Just Dial

Now, you will set up the trigger in Pabbly Connect to capture new leads from Just Dial. Select Just Dial as your trigger application and choose the event as ‘New Leads’.

Upon selecting the trigger, you will be provided with a webhook URL. Copy this URL as it will connect Just Dial to Pabbly Connect. Since Just Dial does not allow users to add webhook URLs directly, you need to send this to your Just Dial account manager for setup.

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4. Setting Up Gmail as Action Application

Next, you will configure Gmail as the action application in Pabbly Connect. This action will automatically send an email to the new lead captured from Just Dial. Click on the ‘Action Application’ dropdown and select Gmail.

• Choose the action event as ‘Send Email’.
• Connect your Gmail account by clicking on ‘Connect’ and follow the prompts to authorize Pabbly Connect.
• Fill in the required fields using the information captured from the Just Dial lead.

Mapping the email address and other details ensures that the email is personalized for each new lead. This step is crucial for effective communication.

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5. Testing and Completing the Integration

Finally, you will test the integration to ensure everything is working correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to send a test email to the new lead.

Check your Gmail account to confirm that the email has been successfully sent. If you see the email in your inbox, it means that the integration is complete and functioning as intended.

Conclusion

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

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To summarize, by using Pabbly Connect, you can automate email responses for new leads from Just Dial seamlessly. This integration not only saves time but also enhances your customer engagement.

Learn how to automate WhatsApp messages to Justdial leads using Pabbly Connect. Step-by-step guide for seamless integration and messaging. 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 WhatsApp and Just Dial Integration

To automate WhatsApp messages to Justdial leads, you need to set up Pabbly Connect. This platform facilitates the integration between WhatsApp and Just Dial seamlessly. Start by accessing the Pabbly Connect dashboard, where existing users can sign in, and new users can sign up quickly.

After logging in, find the ‘Create Workflow’ button on the right side of the dashboard. Click on it, and a dialog box will appear for naming your workflow. Name it something relevant, such as ‘Send Automated WhatsApp Message to Justdial Leads,’ and click ‘Create’ to proceed.

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2. Configuring Just Dial as the Trigger

In this step, you will configure Just Dial as the trigger in Pabbly Connect. This is crucial because the automation starts when a new lead is captured in Just Dial. Select Just Dial as your trigger application and choose the trigger event as ‘New Leads’.

• Select Just Dial from the application list.
• Choose ‘New Leads’ as the trigger event.
• Copy the provided webhook URL.

Since Just Dial does not allow webhook URL configuration via its user interface, you must contact your Just Dial account manager to set this up. Once they configure it, you will be able to capture the webhook response for further actions.

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3. Setting Up WhatsApp as the Action Application

Next, you will set WhatsApp as the action application in Pabbly Connect. Choose WhatsApp by AI Sensy as the action application and select ‘Send Template Message’ as the action event. This allows you to send a pre-defined WhatsApp message to the new lead.

Click on ‘Connect’ to establish a connection with WhatsApp by AI Sensy. You will need to provide the API key from your WhatsApp by AI Sensy account. Log into your account, navigate to the ‘Manage’ section, and copy your API key. Paste it back into Pabbly Connect and click ‘Save’.

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4. Customizing Your WhatsApp Message for Leads

After connecting to WhatsApp, you need to customize the WhatsApp message in Pabbly Connect. Enter the campaign name, mobile number, username, source, and other required fields. For the campaign name, you can use the template you previously created in WhatsApp by AI Sensy.

• Input the template name from your WhatsApp by AI Sensy account.
• Map the mobile number from the Just Dial response.
• Add the source as ‘Just Dial Leads’.

Ensure to map the first name and last name for personalization. This mapping ensures that every new lead receives a customized WhatsApp message. Once all fields are filled, click ‘Save and Send Test Request’ to verify the setup.

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5. Verifying the Success of Your Integration

Finally, you will verify if the integration between Just Dial and WhatsApp via Pabbly Connect is successful. After sending the test request, check the WhatsApp account associated with the lead to see if the automated message has been received.

If the message appears correctly, your integration is successful! You can now automate WhatsApp messages to all new leads captured in Just Dial. This process not only saves time but also enhances lead nurturing.

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 automate WhatsApp messages for Just Dial leads streamlines your communication process. This integration ensures every new lead receives timely updates, improving customer engagement and response rates.

Learn how to seamlessly integrate Facebook leads into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for automated lead management. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Facebook leads into Google Sheets, start by accessing Pabbly Connect. Sign in to your account, or if you are new, create an account to receive 100 free tasks upon registration.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow, for instance, ‘Add Facebook Leads to Google Sheets for Finance Sector,’ and select the appropriate folder for organization.

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2. Setting Up the Trigger with Facebook Lead Ads

In this section, we will set up the trigger for our workflow using Pabbly Connect. The trigger application will be Facebook Lead Ads, and the event will be ‘New Lead Instant.’ This means every time a new lead is generated, the workflow will execute automatically.

• Select Facebook Lead Ads as the trigger application.
• Choose the trigger event as New Lead Instant.
• Connect your Facebook Lead Ads account to Pabbly Connect.

After connecting, select the Facebook page associated with your finance company, ABC Finance Company, and choose the lead gen form you created. Ensure the lead generation form is live for testing.

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3. Performing Test Submission for Facebook Leads

Now that your trigger is set up in Pabbly Connect, it’s time to perform a test submission. This step is crucial to ensure that the integration works correctly. Use the Meta for Developers tool to create a test lead.

Follow these steps to submit a test lead:

• Go to the Meta for Developers page and select your page.
• Choose the lead gen form and click on ‘Preview Form’.
• Fill out the form with dummy data and submit it.

Once the test lead is submitted, return to Pabbly Connect to verify that the lead details have been captured successfully.

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4. Setting Up the Action to Add Leads to Google Sheets

Now we will set up the action in Pabbly Connect. The action application will be Google Sheets, and the event will be ‘Add New Row.’ This action will automatically add the lead details to your Google Sheets.

Establish a connection between your Google Sheets account and Pabbly Connect. After connecting, select the spreadsheet where you want to store the leads. In our case, it is named ‘Finance Spreadsheet.’ Ensure that the fields in your spreadsheet correspond to the lead details you are capturing.

Map the fields: Name, Email, and Phone Number. Use data from the previous step (Facebook Lead Ads) to fill these fields. Click on ‘Save and Send Test Request’ to finalize the action.

After completing these steps, check your Google Sheets to ensure that the lead details have been successfully added in a new row.

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5. Conclusion: Successful Integration with Pabbly Connect

In this tutorial, we successfully integrated Facebook leads into Google Sheets using Pabbly Connect. This automation ensures that every new lead generated through Facebook will be automatically recorded in your spreadsheet, streamlining your lead management process.

Utilizing Pabbly Connect not only simplifies this integration but also opens up possibilities for connecting various applications for your business needs. This powerful tool enhances productivity and efficiency in managing leads effectively.

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Learn how to automate the import of Facebook Lead Ads to Google Sheets using Pabbly Connect with this detailed 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 import Facebook Lead Ads into Google Sheets, you first need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, click on the ‘Sign up for free’ button to create an account and receive 100 free tasks.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate a new integration. Name your workflow something like ‘Import Facebook Lead Ads to Google Sheets’ and choose a relevant folder for organization.

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2. Setting Up Facebook Lead Ads as Trigger

In this step, you will set up Facebook Lead Ads as your trigger application in Pabbly Connect. Select Facebook Lead Ads from the trigger application options. Then, choose the trigger event as ‘New Lead Instant’. This setup ensures that every time a new lead is generated, the workflow will be activated.

• Search for Facebook Lead Ads and select it as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

After connecting, select the Facebook page and lead generation form associated with your ads. Make sure to note that you need to submit a test lead using the preview form button to see if the integration works correctly.

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3. Testing the Trigger with Sample Submission

To ensure that the trigger setup in Pabbly Connect works correctly, perform a test submission. Navigate to the Meta for Developers page and access the Lead Ads Testing Tool. Select your Facebook page and the lead generation form you created earlier.

• Select your page from the dropdown menu.
• Choose the lead generation form to test.
• Fill out the form with dummy data and submit it.

Once the form is submitted, return to Pabbly Connect to check if the test lead data has been captured. You should see the email, full name, and phone number listed in the webhook response.

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4. Setting Up Google Sheets Action

Now that your trigger is working, it’s time to set up the action to add entries to Google Sheets using Pabbly Connect. Select Google Sheets as your action application. The action event will be ‘Add New Row’ to ensure that each new lead is logged in a new row.

Establish a connection between Google Sheets and Pabbly Connect by signing in with your Google account. Once connected, you will select the spreadsheet and the specific sheet where you want the data to be added. Ensure that your spreadsheet has columns for name, email, and phone number.

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5. Mapping Data and Finalizing Integration

In this final step, you will map the data from the Facebook lead response to the appropriate fields in Google Sheets using Pabbly Connect. This mapping is crucial as it ensures that the correct data is inserted into the correct columns.

Map the name field from the Facebook lead response to the corresponding column in Google Sheets. Repeat the mapping process for email and phone number. Click ‘Save and Send Test Request’ to confirm the integration works.

After successfully mapping and testing, check your Google Sheets to confirm that the new lead details have been added correctly. This integration will now automatically log new leads into your spreadsheet every time a new lead is generated through Facebook Lead Ads.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the import of Facebook Lead Ads into Google Sheets. By following these steps, you can streamline your lead management process and ensure that all new leads are recorded efficiently.

Learn how to automate the process of adding Facebook leads to Google Sheets using Pabbly Connect in just 6 minutes. 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 Facebook Leads Integration

To start integrating Facebook Leads with Google Sheets, you first need to access Pabbly Connect. You can reach the dashboard by clicking the link provided in the video description. Once you are on the dashboard, locate the ‘Create Workflow’ tab on the right-hand side.

Click on this tab and name your workflow based on your objective. For this tutorial, we will name it ‘Add Facebook Leads Detail in Google Sheets Automatically.’ After selecting the folder, click on the ‘Create’ button to proceed.

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2. Configuring the Trigger for Facebook Leads

The next step involves setting up the trigger for your integration using Pabbly Connect. In this case, the trigger application is Facebook Lead Ads, and the trigger event is ‘New Lead Instant.’ This means that every time a new lead is captured, the workflow will execute.

Click on ‘Connect’ and log into your Facebook account. Select the option to add a new connection with Facebook Lead Ads. After successful authorization, you will need to select the Facebook page and the associated lead generation form. Ensure that your lead generation form is live to capture leads successfully.

• Select your Facebook page (e.g., Elegance Fitness Studio).
• Choose the lead generation form associated with the page.
• Click on ‘Save and Send Test Request’ to proceed.

After completing these steps, you will need to create a test lead to ensure that the integration is set up correctly. This is done using the Meta for Developers tool.

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3. Creating a Test Lead for Verification

To verify the integration, you will create a test lead using the Meta for Developers tool. This step is crucial to confirm that Pabbly Connect is receiving data accurately. Select your Facebook page and navigate to the lead ads testing tool.

Fill out the test lead form with the necessary details, such as first name, last name, email, and phone number. After submitting the form, check the webhook response to see if the data has been captured correctly.

• Enter a first name (e.g., Smart).
• Enter a last name (e.g., Dumy).
• Provide an email (e.g., [email protected]).
• Enter a phone number.

Once the form is submitted, check the webhook response in Pabbly Connect to confirm that all details have been recorded successfully.

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4. Setting Up Google Sheets as the Action Application

After verifying the trigger, the next step is to configure the action application using Pabbly Connect. In this case, the action application is Google Sheets, and the action event will be to ‘Add New Row.’ This means that the captured lead details will be added to your Google Sheets automatically.

Click on the option to add a new connection with Google Sheets and sign in with your Google account. Once authorized, select the spreadsheet where you want the leads to be recorded, such as ‘Elegance Fitness Studio Leads.’ The system will automatically populate the available sheets for you.

Select the spreadsheet name (e.g., Elegance Fitness Studio Leads). Map the fields from the previous step (name, email, contact number). Click on ‘Save and Send Test Request’ to finalize the setup.

Check your Google Sheets to ensure that the new lead details have been added successfully, confirming that your integration is complete.

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5. Testing the Integration for Success

To ensure everything is working as expected, perform a final test by submitting another lead using the lead ads testing tool. This will allow you to see if Pabbly Connect captures the details and adds them to your Google Sheets in real-time.

Fill out the form again with different details and submit it. Check your Google Sheets to verify that the new lead has been added. This confirms that the integration is functioning perfectly.

In summary, the workflow involves setting Facebook Lead Ads as the trigger and Google Sheets as the action application. Each time a new lead is generated, Pabbly Connect automatically adds the details to your spreadsheet, streamlining your lead management process.

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Conclusion

By following this tutorial, you can successfully integrate Facebook Leads with Google Sheets using Pabbly Connect. This automation allows you to manage leads efficiently, saving time and reducing manual entry errors.

Learn how to integrate Razorpay with GoToWebinar using Pabbly Connect to automate registrant addition upon payment capture. Follow our step-by-step guide for seamless integration. 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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Accessing Pabbly Connect for Integration

To integrate Razorpay with GoToWebinar, start by accessing Pabbly Connect. Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to either sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. This process takes only a couple of minutes, and you will receive 100 free tasks to explore the features of Pabbly Connect. Once signed in, you will be directed to the dashboard where you can create your workflows.

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Creating the Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ option to initiate the integration process. A dialog box will appear, prompting you to name your workflow. For this integration, you can name it ‘Create GoToWebinar Registrant on Razorpay Payment’. After naming, select the folder to save your workflow and click ‘Create’.

The next step involves selecting the trigger and action applications. For this integration, Razorpay will be the trigger application, and GoToWebinar will serve as the action application. This means that whenever a new payment is captured in Razorpay, a new registrant will automatically be created in GoToWebinar.

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Setting Up Trigger and Action in Pabbly Connect

In the trigger application, select Razorpay and set the event to ‘Payment Captured’. This event will initiate the workflow when a payment status changes to captured. Pabbly Connect will provide a webhook URL that you need to copy for the next steps.

• Go to your Razorpay dashboard and navigate to ‘Accounts and Settings’.
• Select ‘Webhooks’ and click on ‘Add New Webhook’.
• Paste the copied webhook URL from Pabbly Connect into the Webhook URL field.
• Choose ‘Payment Captured’ as the active event and click ‘Create Webhook’.

After creating the webhook, return to Pabbly Connect, where it will show ‘Waiting for Webhook Response’. To test this, you need to make a test payment on your Razorpay page to capture the response.

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Filtering Data in Pabbly Connect

Once you receive the payment response in Pabbly Connect, you can set up a filter to ensure only specific payments are processed. Click on the filter option and set the condition that the page must equal ‘PAB Integration’. This means that only payments made through this specific page will trigger the next steps in the workflow.

After setting the filter condition, click on ‘Save and Send Test Request’ to check if the condition is true. If successful, you will proceed to the next action of creating a registrant in GoToWebinar.

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Creating Registrant in GoToWebinar

To create a registrant in GoToWebinar using Pabbly Connect, select GoToWebinar as the action application and choose ‘Create Registrant’ as the action event. Connect your GoToWebinar account by either selecting an existing connection or adding a new one.

In the action setup, enter the webinar details such as start time and end time in UTC format. Map the registrant’s details from the Razorpay payment response, including first name, last name, email, and phone number. Ensure to split the full name into first and last names using the text formatter tool provided by Pabbly Connect.

After mapping all required fields, click on ‘Save and Send Test Request’. If successful, a new registrant will be created in GoToWebinar, confirming that your integration works perfectly. You can check your GoToWebinar account to see the new registrant added automatically.

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Conclusion

In this tutorial, we explored how to integrate Razorpay with GoToWebinar using Pabbly Connect. By automating the addition of registrants upon payment capture, you can streamline your webinar registration process efficiently. Implement this integration to enhance your webinar management experience.

Learn how to automate the process of adding Housing.com leads to Google Sheets using Pabbly Connect with this step-by-step tutorial. 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 Housing.com to Google Sheets Integration

To begin the integration process, access Pabbly Connect and create a free account if you haven’t already. Once logged in, navigate to the dashboard.

Click on the blue button labeled ‘Create Workflow’ to start. You will need to name your workflow, for example, ‘ADD Housing.com Leads to Google Sheets Automatically.’ After naming, select the folder where you want to save this workflow and click ‘Create.’

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2. Selecting Applications in Pabbly Connect

In the workflow setup, you will see two boxes labeled as Trigger and Action. The Trigger signifies the event that starts the automation, while the Action is what happens as a result. For this integration, select Housing.com as the Trigger application and Google Sheets as the Action application.

• Choose Housing.com for the Trigger event.
• Select Google Sheets for the Action event.

After selecting the applications, Pabbly Connect will generate a webhook URL for you. This URL will be used to connect Housing.com with Pabbly Connect to capture leads automatically.

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3. Connecting Housing.com with Pabbly Connect

To connect Housing.com, click on the ‘Capture Webhook Response’ button in Pabbly Connect. You will need to provide this webhook URL to your account manager at Housing.com, who will set it up for you.

Once the webhook is configured, any new lead captured from Housing.com will be sent to Pabbly Connect. You will see a confirmation that the connection is working as expected. This step ensures that every lead is captured in real-time.

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4. Adding Captured Leads to Google Sheets

Next, with the connection established, you will set up Google Sheets as the Action application. Click on the button to connect your Google account. If you have connected before, you can use the existing connection; otherwise, follow the prompts to grant access.

• Select the Google Sheet you want to send the leads to.
• Map the fields from Housing.com to the corresponding columns in your Google Sheet.

Mapping is crucial because it allows Pabbly Connect to automatically fill in the lead details each time a new lead is captured. Ensure that the lead name, email, phone number, and city are correctly mapped to their respective columns in Google Sheets.

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5. Testing the Integration and Finalizing

Finally, test the integration by clicking the ‘Save’ button in Pabbly Connect. You will receive a response indicating whether the lead data was successfully added to your Google Sheet. If successful, you will see the latest lead data appear in the specified spreadsheet.

This seamless integration means you no longer need to manually track leads from Housing.com. With Pabbly Connect, every new lead will automatically populate in your Google Sheets, streamlining your workflow and improving efficiency.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Housing.com leads to Google Sheets. By following these steps, you can efficiently manage your real estate leads without manual effort.

Learn how to automate email sending to new leads in 99acres using Pabbly Connect with this step-by-step tutorial. Integrate Gmail seamlessly! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by signing in to your account. If you are a new user, you can create an account by clicking on the ‘Sign up for free’ button. Upon account creation, you will receive 100 free tasks to explore the features of Pabbly Connect.

Once you are signed in, navigate to the dashboard of Pabbly Connect. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. In the dialog box, name your workflow to reflect its purpose, such as ‘Send Email to 99acres Leads’. Organizing your workflows in folders, such as one named ’99acres’, can help maintain clarity.

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2. Setting Up Trigger Event for New Leads

In this step, you will configure the trigger event in Pabbly Connect. Select 99acres as your trigger application. The trigger event you need to choose is ‘New Lead’. This event will activate the workflow whenever a new lead is captured through 99acres.

• Open your Pabbly Connect dashboard.
• Select 99acres as the trigger application.
• Choose ‘New Lead’ as the trigger event.

After setting the trigger, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and configure it in your 99acres account. Since 99acres does not allow you to add the webhook URL directly in their interface, contact your account manager to set this up. Once configured, Pabbly Connect will start capturing lead data whenever a new lead is added.

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3. Configuring Gmail Action in Pabbly Connect

Next, you will set up the action event for Gmail in Pabbly Connect. In the action window, search for ‘Gmail’ and select it. The action event to choose is ‘Send Email’. This action will send an email to the new lead captured from 99acres.

To establish a connection between your Gmail account and Pabbly Connect, click on the ‘Connect’ button. If you have an existing connection, you can use that; otherwise, create a new connection by selecting ‘Connect with Gmail’. After authorizing the connection, you will be able to send emails directly through Pabbly Connect.

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4. Mapping Email Details for Automation

Once the Gmail action is set up, you need to fill in the details for the email. In the recipient email address field, you will map the email ID from the lead data captured earlier. This ensures that the email is sent to the correct lead. using Pabbly Connect

• Enter the subject line for your email.
• Write the content of the email, including personalized fields such as first name, last name, and mobile number.
• Ensure to map the necessary fields to maintain dynamic content in your emails.

After entering all the required information, click on ‘Save’ to finalize the action. You can send a test request to verify that everything is set up correctly. If successful, the email will be sent to the new lead, confirming that the integration works seamlessly.

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5. Conclusion: Automating Emails with Pabbly Connect

By following these steps, you have successfully set up an automation process using Pabbly Connect to send emails to new leads from 99acres. This integration not only saves time but also ensures that leads receive prompt communication.

Utilizing Pabbly Connect allows you to automate various tasks between applications, enhancing your productivity. If you have any questions or need further assistance, feel free to reach out to the Pabbly support team.

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In this tutorial, we explored how to use Pabbly Connect for automating email responses to new leads in 99acres. This integration streamlines your workflow and ensures timely communication with potential clients.

Learn how to integrate Shopify and WooCommerce using Pabbly Connect. This detailed tutorial covers all steps for syncing products seamlessly. 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 Integration

To start integrating Shopify and WooCommerce, you first need to access Pabbly Connect. Sign in to your existing account or create a new one to get started. If you are a new user, you can sign up for free and receive 100 tasks for free, which is a great way to explore the platform.

Once logged in, navigate to the dashboard by clicking on the Pabbly Connect option. This dashboard is where you will create your workflow to sync products between Shopify and WooCommerce seamlessly.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating the product sync process. Click on the Create Workflow button located in the top right corner of the dashboard. You will be prompted to name your workflow; for this integration, name it ‘Sync Shopify Product with WooCommerce’.

• Select the folder where you want to save this workflow.
• Click on Create to proceed.

After creating the workflow, you will see the trigger and action setup window. This is where you will define what event will trigger the action in WooCommerce.

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3. Setting Up Shopify as the Trigger Application

The next step in Pabbly Connect is to set up Shopify as the trigger application. In the trigger window, search for and select Shopify. You will then need to select the trigger event, which is ‘New Product’.

Once you select the trigger event, a webhook URL will be generated. This URL will be used to connect Shopify with Pabbly Connect. Copy this URL, as you will need it to set up the webhook in your Shopify account.

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4. Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, go to your Shopify account and navigate to Settings. From there, select Notifications and find the Webhooks section. Click on the Create Webhook button.

• Choose the event type as ‘Product Creation’.
• Set the format to JSON.
• Paste the webhook URL copied from Pabbly Connect.

After saving the webhook, you can test the connection by creating a new product in Shopify. This will send the product data to Pabbly Connect, allowing you to see the captured response.

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5. Setting Up WooCommerce as the Action Application

After confirming that Shopify is successfully connected to Pabbly Connect, proceed to set up WooCommerce as the action application. In the action window, search for WooCommerce and select it. Choose the action event as ‘Create Product’.

Next, you will need to establish a connection between WooCommerce and Pabbly Connect. You can either use an existing connection or create a new one by providing the consumer key and secret from your WooCommerce settings.

Once connected, map the required fields such as product name, SKU, price, and image URL from the Shopify response. This ensures that whenever a new product is created in Shopify, the same details are automatically transferred to WooCommerce, maintaining consistency across both platforms.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to integrate Shopify and WooCommerce effectively. By following these steps, you can automate the product synchronization process, ensuring that your inventory remains updated across both platforms. This integration not only saves time but also enhances operational efficiency.

Learn how to integrate Now with Automation Using Pabbly Connect in this detailed tutorial. Follow the exact steps to automate your e-commerce processes effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up WooCommerce and Gmail Integration with Now

Now, to start automating your e-commerce processes, you need to set up integration between WooCommerce and Gmail using P Connect Now. First, log into your WooCommerce dashboard and note the order details.

For this setup, you will need to cancel an order to trigger the automation. The order cancellation will send an email notification to your Gmail account. Make sure you have a Gmail account ready for this process.

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2. Creating a Workflow in P Connect Now

To create a workflow in P Connect Now, click on the blue ‘Create Workflow’ button. Name your workflow, for example, ‘Send Order Cancellation Email to Customers.’ Choose the appropriate folder for your automation.

Next, you will see two boxes for trigger and action. The trigger is when an order is cancelled in WooCommerce, and the action is to send an email via Gmail. Select the trigger as ‘Order Updated’ in WooCommerce and the action as ‘Send Email’ in Gmail.

• Select ‘Order Updated’ as the trigger event.
• Copy the webhook URL provided by P Connect Now.
• Add this URL to WooCommerce settings under the webhook section.

Once you have set the trigger and action, your workflow will be ready to capture order cancellation details and send an email automatically.

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3. Connecting WooCommerce to P Connect Now

To connect WooCommerce to P Connect Now, navigate to the settings in WooCommerce. Click on ‘Advanced’ and then select ‘Webhooks.’ Here, add a new webhook using the URL you copied earlier.

Provide a name for your webhook, change the status to active, and select the topic as ‘Order Updated.’ This setup allows WooCommerce to communicate with P Connect Now whenever an order is cancelled.

After saving the webhook, perform a test by cancelling an order in WooCommerce. This action will trigger the webhook and send data back to P Connect Now, which you can verify in the response section.

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4. Setting Up Gmail Integration in P Connect Now

Now, you need to set up Gmail integration in P Connect Now. Select Gmail as your action application and choose ‘Send Email’ as the action event. If you are a new user, you will have to connect your Gmail account.

Once connected, specify the recipient’s email address, which should be the same as the customer whose order was cancelled. You can map the email address directly from the data captured from the WooCommerce order cancellation.

• Map the recipient email address from the order data.
• Set the sender name and subject line for the email.
• Compose the email content, including the customer’s name and product details.

This setup ensures that every time an order is cancelled, the customer receives an email notification automatically.

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5. Finalizing Your Automation with Filters

To ensure your automation works correctly, apply filters in P Connect Now. This step is crucial to prevent emails from being sent for incorrect order statuses.

Set a filter condition to check if the order status equals ‘Cancelled.’ If this condition is met, the email will be sent; otherwise, the automation will halt. This prevents confusion and ensures customers only receive relevant notifications.

After applying the filter, test your workflow by cancelling another order and verifying that the email is sent only when the status is cancelled. This final step solidifies your automation process using Now, Automation, and P Connect Now.

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, integrating Now with Automation using P Connect Now allows you to streamline your e-commerce processes effectively. By following the steps outlined above, you can automate order cancellation emails and enhance customer communication seamlessly.