How to automate service enquiry notifications in Pabbly Connect?
Status: Open · Asked by Mohsin Ali on · 0 views
I'm trying to set up a simple workflow for handling service enquiries.
The idea is that when someone submits an enquiry for nitrogen services in Saudi Arabia, the enquiry should be saved in one place and then a notification should go to the person handling the request.
I'm looking at CS-Arabia as an example of the kind of service business this workflow would be useful for, but I'm mainly trying to figure out the Pabbly side.
Would you use a form trigger, then Google Sheets or a CRM for storing the enquiry, followed by an email or WhatsApp notification?
I'm also wondering what the best way is to avoid sending duplicate notifications if the same enquiry gets submitted more than once.
Has anyone built a similar lead workflow in Pabbly Connect?
Hello Mohsin,
Thanks for contacting us.
To avoid processing duplicate enquiries, you can use the following workflow structure:
Trigger: Use any source to receive the enquiry, such as a website form, webhook, or another application.
Google Sheets Lookup: Use a lookup action to check whether an enquiry from the same email address, phone number, name, or any other unique identifier already exists.
Filter: Add a filter after the lookup step to allow the workflow to continue only when no existing record is found.
CRM: If the enquiry is new, add the contact/enquiry to your CRM.
Google Sheets: Finally, use the Add New Row action to store the new enquiry in Google Sheets for future duplicate checks.
This way, whenever a new enquiry is received, the workflow will first check whether the same record already exists. If the lookup returns existing data, the filter will stop the workflow. If no record is found, the enquiry will continue to your CRM and be added to Google Sheets.
Please try this setup and let us know how it goes.