Boost Sales Team Productivity with Pabbly Connect Automation

Learn how Pabbly Connect can enhance sales team productivity through automation with WhatsApp, Google Sheets, and more. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start boosting productivity with automation, access Pabbly Connect by visiting the official website. Begin by signing in or signing up for free to get started with your automation journey. This platform offers a user-friendly interface for creating workflows that connect various applications.

Once logged in, navigate to the dashboard. Here, you will see options to create new workflows. Click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it. This step sets the foundation for linking applications such as WhatsApp and Google Sheets through Pabbly Connect.

2. Integrating Shopify with WhatsApp Using Pabbly Connect

The first integration involves connecting Shopify to WhatsApp to send order notifications. With Pabbly Connect, you can automate this process seamlessly. Start by selecting Shopify as your trigger application and choose the ‘New Order’ event to initiate the workflow.

• Select Shopify as the trigger application.
• Choose ‘New Order’ as the trigger event.
• Use the provided webhook URL to establish the connection.
• Test the submission to capture order details.

After capturing the order details, set up the action step. Use the WhatsApp Cloud API to send a template message to the customer. Map the order details such as customer name, product, and expected delivery date into the message template. Finally, click ‘Save and Send Test Request’ to see the automation in action through Pabbly Connect.

3. Automating Order Confirmation Emails with Pabbly Connect

Next, automate email confirmations for new orders in WooCommerce. Start by selecting WooCommerce as the trigger application and ‘New Order Created’ as the trigger event. This setup allows Pabbly Connect to monitor new orders automatically.

• Select WooCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Utilize the webhook URL to connect your WooCommerce account.
• Map the order details for the email confirmation.

For the action application, select Gmail and choose ‘Send Email’ as the action event. Fill in the recipient’s email, subject, and body content. Once everything is set, click ‘Save and Send Test Request’ to confirm the automation works effectively through Pabbly Connect.

4. Tracking Orders in Google Sheets via Pabbly Connect

This section focuses on adding order details to Google Sheets automatically. Start by selecting Jump Seller as your trigger application and ‘Order Pending Payment’ as the trigger event. This allows Pabbly Connect to capture the necessary order information.

Select Jump Seller as the trigger application. Choose ‘Order Pending Payment’ as the trigger event. Use the webhook URL to create a connection. Map the order details such as name, email, and amount.

For the action application, select Google Sheets and choose ‘Add New Row’ as the action event. Specify the spreadsheet and sheet where you want to store the order data. Once all details are mapped correctly, click ‘Save and Send Test Request’ to automate the order tracking process using Pabbly Connect.

5. Assigning Facebook Leads to Sales Team with Pabbly Connect

Finally, automate the assignment of Facebook leads to your sales team. Start by selecting Facebook Lead Ads as the trigger application and ‘New Lead Instant’ as the trigger event. This integration allows Pabbly Connect to capture lead details as they come in.

Select Facebook Lead Ads as the trigger application. Choose ‘New Lead Instant’ as the trigger event. Map the lead details captured from Facebook. Set up the counter to assign leads to team members.

After setting up the counter, use the Router feature in Pabbly Connect to assign leads conditionally to different team members. Map the necessary details into WhatsApp messages to notify team members about new leads. Click ‘Save and Send Test Request’ to finalize the automation.

Conclusion

In conclusion, utilizing Pabbly Connect for automating tasks like sending WhatsApp notifications, email confirmations, and tracking orders in Google Sheets can significantly enhance sales team productivity. By following these steps, teams can streamline their processes and focus more on closing deals.