Author: Nitin Maheshwari

Learn how to automatically enroll TagMango users on Tally Forms submission using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the enrollment of TagMango users through Tally Forms, first access Pabbly Connect by navigating to Pabbly.com/connect in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in using the ‘Sign In’ option.

Upon logging in, you will be directed to the dashboard of Pabbly Connect. From here, you can manage your workflows effectively. Click on the ‘Create Workflow’ button to begin setting up your integration for TagMango and Tally Forms.

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2. Creating a Workflow in Pabbly Connect

In the workflow creation screen, name your workflow something descriptive, such as ‘Enroll TagMango User on Tally Forms Submission’. Select an appropriate folder for organization, such as ‘Learning Management’. This helps keep your automations tidy and easy to manage. using Pabbly Connect

• Name your workflow.
• Select a folder for organization.
• Click on ‘Create’ to save your workflow.

After creating your workflow, you will see a new screen with two main sections: Trigger and Action. Here, you will define what the trigger is and what action to take when that trigger occurs. The trigger will be Tally Forms, and the action will be TagMango.

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3. Setting Up Tally Forms as the Trigger

For the trigger, select Tally Forms as your application. Choose the event ‘New Response’ to capture data whenever a form is submitted. This ensures that every submission triggers the workflow in Pabbly Connect.

Next, Pabbly Connect provides you with a Webhook URL. Copy this URL and go to your Tally Forms account. Select the registration form you created, and navigate to the settings to add the Webhook URL. This step is crucial for linking Tally Forms with Pabbly Connect.

• Select your course registration form.
• Navigate to the integration settings.
• Paste the Webhook URL and save changes.

Once the Webhook is successfully added, Pabbly Connect will show that it is waiting for a response. This indicates that the connection has been established, and you can proceed to test the submission.

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4. Enrolling Users in TagMango

After setting up the trigger, the next step is to configure the action to enroll users in TagMango. Select TagMango as your action application and choose ‘Add User’ as the action event. This tells Pabbly Connect to add a user whenever a form submission occurs.

To create the connection, you will need an API key from your TagMango account. Navigate to the TagMango dashboard, go to the Automation tab, and copy the API key. Paste this key into Pabbly Connect to establish the connection.

Select ‘Add User’ as the action event. Copy the API key from TagMango. Paste the API key in Pabbly Connect.

Now, map the fields such as name and email to ensure that the correct information is transferred from Tally Forms to TagMango. This dynamic mapping allows for automatic updates with each new submission.

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5. Testing the Integration

With everything set up, it’s time to test the integration. Submit a test response through your Tally Forms registration form. Once submitted, Pabbly Connect should capture the response, and you can check the response details in the dashboard.

If the test is successful, you will see the new user added to your TagMango account with the details from the form submission. This confirms that the integration is working correctly and that every form submission will enroll a user in TagMango automatically.

To ensure reliability, perform multiple test submissions to confirm that the workflow consistently enrolls users as expected. Each submission should reflect the details entered in Tally Forms and appear in TagMango without manual intervention.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the enrollment of users in TagMango based on Tally Forms submissions. By following these steps, you can streamline your registration process and enhance user experience.

Utilizing Pabbly Connect for such integrations not only saves time but also reduces the risk of errors in manual data entry. Start implementing this automation today to simplify your workflow!

Learn how to automate the creation of GoToTraining registrants from Google Forms submissions using Pabbly Connect in this detailed tutorial. 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.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms Integration

To start automating your GoToTraining registrants from Google Forms submissions, first, you need to access Pabbly Connect. This platform is essential for creating the integration between Google Forms and GoToTraining.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free to get started. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button to initiate the integration process.

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2. Creating a New Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. For this integration, name it something like ‘Create GoToTraining Registrant on Google Forms Submission’. This will help you identify the workflow later on.

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

This workflow will automate the process of creating a new registrant in GoToTraining each time there is a new response in Google Forms. Thus, Pabbly Connect acts as the bridge connecting these two applications.

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3. Setting Up Google Forms as the Trigger Application

In the workflow window, you need to select Google Forms as your trigger application. This means that every time a new response is received in your Google Form, it will trigger the workflow.

Choose the trigger event as ‘New Response Received’. Once selected, Pabbly Connect will provide a webhook URL. This URL is crucial for linking your Google Forms to the Pabbly Connect workflow.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Form, navigate to the responses tab, and create a new Google Sheets file to store responses.

With this setup, every new form submission will send data to Pabbly Connect, thus triggering the next steps in your automation.

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4. Configuring Google Sheets for Pabbly Connect

After creating the Google Sheets file, you need to set up the Pabbly Connect add-on in Google Sheets. This allows Google Sheets to communicate with Pabbly Connect.

To do this, go to Extensions > Add-ons > Get Add-ons and search for the Pabbly Connect add-on. Once installed, refresh your Google Sheets to enable the add-on.

Open the Pabbly Connect add-on and go to Initial Setup. Paste the webhook URL into the setup and specify the trigger column, which should be the last column of your form responses.

Once configured, this integration will ensure that every new response in Google Sheets is sent to Pabbly Connect, which will then trigger the action in GoToTraining.

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5. Creating a Registrant in GoToTraining

Now that the trigger is set up, it’s time to configure the action step. Select GoToTraining as your action application and choose the action event as ‘Create Registrant’. This step is vital as it will create a new registrant in your GoToTraining account based on the Google Forms submission.

Next, you will need to connect your GoToTraining account with Pabbly Connect. If you haven’t connected it yet, click on ‘Add New Connection’ and follow the prompts to authorize.

Map the fields from the previous step to the corresponding fields in GoToTraining, such as email, first name, and last name. Click on ‘Save and Send Test Request’ to test the integration.

With this final setup, every time a user submits a response in Google Forms, Pabbly Connect will automatically create a new registrant in GoToTraining, streamlining your registration process.

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Conclusion

In conclusion, automating the creation of GoToTraining registrants from Google Forms submissions with Pabbly Connect significantly enhances efficiency. By following the steps outlined in this tutorial, you can eliminate manual data entry and ensure a seamless registration process for your events.

Learn how to send automated WhatsApp messages for failed Instamojo payments using Pabbly Connect and Pabbly Connect. Step-by-step guide included. 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. Introduction to Pabbly Connect for Automation

Pabbly Connect is an exceptional automation tool that enables seamless integration between various applications. In this tutorial, we will focus on how to send WhatsApp messages for failed payments on Instamojo using Pabbly Connect. This integration helps in automating the communication process, ensuring timely notifications to customers.

To start, access the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and explore the features. Once logged in, you will see the dashboard where you can create workflows that connect different applications, including Instamojo and WhatsApp through Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this tutorial, name your workflow something like ‘Send WhatsApp Messages on Failed Instamojo Payment’ and choose an appropriate folder.

• Click on the ‘Create’ button to proceed.
• Select ‘Instamojo’ as the trigger application.
• Choose ‘Failed Payment’ as the trigger event.

After selecting the trigger, Pabbly Connect will provide a Webhook URL. Copy this URL as it will be used to connect your Instamojo account with the workflow.

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3. Setting Up Instamojo for Webhook Integration

Now, log into your Instamojo account to set up the webhook. Navigate to the page settings of the product you want to automate. Here, you will find an option to enter the Webhook URL you copied from Pabbly Connect.

• Switch on the Webhook setting.
• Paste the copied URL in the Webhook URL field.
• Select ‘Failed Payments’ as the information to be sent.

After saving the settings, your Instamojo account is now connected to Pabbly Connect. You can now proceed to test the integration by simulating a failed payment.

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4. Testing the Integration with a Failed Payment

To test the integration, perform a test submission on your Instamojo page. Enter the required details and intentionally provide incorrect payment information to trigger a failed payment. Once the payment fails, Pabbly Connect will capture the response and display the details in your workflow dashboard.

You will see the payment status as failed and the details of the test submission. This confirms that the integration is working correctly. The next step involves setting up the WhatsApp message using Pabbly Chatflow.

Open your Pabbly Chatflow account. Create a WhatsApp message template to notify customers. Ensure the template includes personalized variables for customer names.

Once the template is created, you are ready to send automated WhatsApp messages whenever a payment fails.

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5. Sending WhatsApp Messages Using Pabbly Chatflow

In the final step, you will connect Pabbly Chatflow with your workflow in Pabbly Connect. Select Pabbly Chatflow as the action application and choose the action event as ‘Send WhatsApp Message’.

You will need to provide your API token and configure the message body to include the template you created earlier. Map the customer details from the Instamojo response to personalize the message.

Enter the destination number for the WhatsApp message. Map the phone number and customer name from the previous step. Click on ‘Save and Send Test Request’ to verify.

After completing these steps, your automated WhatsApp message will be sent to customers whenever a payment fails on Instamojo, enhancing customer engagement and retention.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect and Pabbly Chatflow to automate WhatsApp messages for failed payments on Instamojo. This integration streamlines communication and helps retain customers by providing timely notifications. By following these steps, you can easily set up this automation for your business and improve customer experience.

Learn how to automate enrollment of TagMango users from Google Ads leads using Pabbly Connect. Step-by-step guide with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Ads Lead Integration

To enroll TagMango users for Google Ads leads, first, you need to access Pabbly Connect. Visit the website by typing Pabbly.com/connect.in in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account, which gives you access to 100 tasks monthly without any charge.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for integrating Google Ads leads with TagMango. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that automates the enrollment of TagMango users when a new Google Ads lead is received. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Enroll TagMango User for Google Ads Lead.’ Select the folder where you want to save this workflow. using Pabbly Connect

• Name your workflow appropriately for easy identification.
• Select the folder to organize your workflows.

After naming and selecting a folder, click on the ‘Create’ button. You will see two boxes appear: one for the trigger and one for the action. The trigger will be your Google Ads lead, and the action will be to enroll the user in TagMango.

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3. Setting Up the Trigger for Google Ads Leads

Now, let’s set up the trigger in Pabbly Connect. Click on the trigger box and choose Google Ads as your application. Select the event as ‘New Lead Form Entry’. This means that every time a new lead is received from Google Ads, it will trigger the workflow.

Next, you will need to connect your Google Ads account to Pabbly Connect. A web book URL will be provided, which acts as a bridge between Google Ads and Pabbly Connect. Copy this URL and paste it into the Google Ads lead form settings to ensure data flows correctly.

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4. Setting Up the Action to Enroll Users in TagMango

After configuring the trigger, it’s time to set up the action to enroll users in TagMango. Click on the action box and select TagMango as your application. Choose the action event as ‘Enroll User’. This action will enroll the user based on the data received from Google Ads. using Pabbly Connect

• Provide the required user details such as first name, last name, email address, and phone number.
• Use mapping to pull data from the Google Ads lead response.

After entering the required details, click on the ‘Save and Send Test Request’ button. This tests the integration to ensure that the user is correctly enrolled in TagMango. If successful, you will receive a positive response indicating the user has been enrolled.

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5. Testing the Integration and Finalizing the Setup

To finalize your setup, you need to test the integration. Go back to Google Ads and send a test lead to ensure that the data flows into Pabbly Connect and that the user is enrolled in TagMango. Click on the ‘Send Test Data’ button in Google Ads and monitor the Pabbly Connect dashboard for the response. using Pabbly Connect

If everything is set up correctly, you should see the test data appear in your Pabbly Connect workflow. This confirms that the integration is working as intended. You can now automate the process of enrolling TagMango users whenever a new lead is generated from Google Ads.

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Conclusion

In this tutorial, we’ve successfully demonstrated how to enroll TagMango users from Google Ads leads using Pabbly Connect. By automating this process, you can save time and ensure that all new leads are promptly enrolled in your TagMango account. This integration streamlines your lead management and enhances your marketing efforts.

Learn how to integrate Contact Form 7 with LiveWebinar using Pabbly Connect for automated registrations. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a LiveWebinar registrant on Contact Form 7 submission, start by accessing Pabbly Connect. This platform enables seamless automation without any coding skills required.

Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free. After logging in, navigate to the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Contact Form 7 and LiveWebinar using Pabbly Connect. Click on the ‘Create Workflow’ button to start.

• Name your workflow as ‘Create LiveWebinars on Contact Form 7 Submission’.
• Select the folder where you want to save this workflow.

After naming your workflow, you will be prompted to choose a trigger application. Select ‘Contact Form 7’ as your trigger, which will initiate the workflow every time a form is submitted.

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3. Setting Up the Trigger for Contact Form 7

Now, you need to set up the trigger event in Pabbly Connect. Choose the ‘New Form Submission’ trigger event. This means the automation will start when a new form submission occurs.

Next, you will be provided with a Webhook URL. Copy this URL as it will be used in your WordPress Contact Form 7 settings. This URL acts as a bridge between your Contact Form 7 and Pabbly Connect.

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4. Configuring Contact Form 7 to Use Pabbly Connect

Open your WordPress dashboard and navigate to the Contact Form 7 plugin. Edit the form that you want to connect with Pabbly Connect.

• In the form settings, find the ‘Webhook’ option.
• Paste the Webhook URL you copied from Pabbly Connect into the Webhook URL field.

Save your changes to the form. Now, every time a user submits this form, the data will be sent to Pabbly Connect, triggering the next action in your workflow.

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5. Creating a LiveWebinar Registrant

With the trigger set up, it’s time to define the action in Pabbly Connect. Select ‘LiveWebinar’ as the action application. Choose the ‘Create Registrant’ action event.

Fill out the required fields such as the registrant’s name and email address. Use the mapping feature to pull data from the Contact Form 7 submission. This ensures that every new registrant’s details are automatically populated from the form submission.

Finally, test the workflow to ensure that everything is working correctly. Once confirmed, you can start receiving LiveWebinar registrants automatically whenever a form is submitted through Contact Form 7.

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Conclusion

By following these steps, you can effectively automate the registration process for LiveWebinars using Contact Form 7 submissions through Pabbly Connect. This integration streamlines your workflow and enhances your webinar management.

Learn how to integrate IndiaMART leads with Salesforce for your fertilizer business using Pabbly Connect. Step-by-step guide with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for IndiaMART and Salesforce Integration

To start integrating IndiaMART leads into Salesforce, first, access Pabbly Connect by typing the URL Pabbly.com/connect/inr in your browser. This platform allows you to automate the process without any coding knowledge.

Once on the homepage, you will see options to sign in or sign up for free. If you are an existing user, click on ‘Sign In’. New users can create an account in just two minutes and receive 100 free tasks monthly to explore Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to begin setting up your integration. You will be prompted to name your workflow; enter ‘Add IndiaMART Leads to Salesforce for Fertilizer Business’.

• Provide a name for your workflow.
• Select a folder for your workflow.
• Click on ‘Create’ to proceed.

This will open a new screen with options for triggers and actions, which are essential for automating the workflow. Remember, triggers initiate the workflow, while actions are the responses that follow.

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3. Setting Up the IndiaMART Trigger in Pabbly Connect

Next, select IndiaMART as your trigger application. Choose the trigger event as ‘New Leads’. This setup ensures that every new lead received through IndiaMART will initiate your workflow.

Upon selection, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge to transfer data from IndiaMART to Pabbly Connect. Copy this URL and navigate to your IndiaMART account.

• Log in to your IndiaMART account.
• Go to the Lead Manager section.
• Select Push API and deactivate any existing webhook.
• Paste the copied webhook URL and save the details.

Once the webhook is activated, return to Pabbly Connect. It should show a status of ‘Waiting for webhook response.’ This indicates that the connection is established successfully.

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4. Testing the IndiaMART Integration with Pabbly Connect

To test the integration, create a dummy lead on IndiaMART. Fill in the necessary details, such as name, email, phone number, and inquiry message. Submit the inquiry to trigger the webhook.

After submitting, check your Pabbly Connect dashboard. You should see the response captured, including details like the lead’s name, phone number, and inquiry message. This confirms that the connection between IndiaMART and Pabbly Connect is functioning correctly.

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5. Setting Up Salesforce Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action in Salesforce. Select Salesforce as the action application and choose the action event as ‘Create Record’. This action will add the lead details to your Salesforce account.

Click on ‘Connect’ to link your Salesforce account with Pabbly Connect. You will need to authorize the connection, ensuring that your data remains secure. Once authorized, proceed to map the fields from the IndiaMART lead response to Salesforce.

Map the lead’s name, email, and phone number. Use the text formatter to split the full name into first and last names. Click on ‘Save and Send Test Request’ to add the lead to Salesforce.

After a successful test, refresh your Salesforce lead section to verify the new lead has been added with all details captured from the inquiry.

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Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your lead management process for your fertilizer business. This step-by-step tutorial demonstrates how to automate lead capture and nurturing effortlessly, ensuring you never miss an opportunity.

Learn how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect with this step-by-step tutorial for interior designing work. 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. Introduction to Pabbly Connect for WhatsApp Messaging

Pabbly Connect is a powerful automation tool that helps you integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to send WhatsApp messages to leads from IndiaMART for interior designing work. This integration allows you to automate your messaging process, ensuring that no lead goes unattended.

By utilizing Pabbly Connect, you can connect IndiaMART with WhatsApp Cloud API, enabling instant communication with your potential clients. This setup will enhance your ability to respond to inquiries effectively and efficiently.

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2. Accessing Pabbly Connect and Setting Up Your Account

To start using Pabbly Connect, visit the official website and sign up for a free account. Existing users can simply log in. Once logged in, navigate to the dashboard where you can create workflows that automate your tasks.

Follow these steps to set up your account and create your first workflow:

• Visit the Pabbly Connect homepage.
• Click on ‘Sign Up for Free’ or ‘Sign In’ if you already have an account.
• Once logged in, click on ‘Create Workflow’ to start.

After creating your workflow, you will be prompted to name it. For this integration, name it ‘Send WhatsApp Message to IndiaMART Leads’ and select a relevant folder to keep your workflows organized.

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3. Setting Up Trigger and Action for IndiaMART Leads

In this step, we will configure the trigger and action for our workflow using Pabbly Connect. The trigger will be set to activate when a new lead is received from IndiaMART. The action will be sending a WhatsApp message to that lead.

To do this, follow these steps:

• Select IndiaMART as the trigger application.
• Choose the trigger event as ‘New Lead’.
• Copy the provided webhook URL to connect with IndiaMART.

Next, navigate to your IndiaMART account, go to the Lead Manager, and set up the webhook to capture new leads. This connection allows Pabbly Connect to receive data whenever a new lead is generated.

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4. Testing the Integration with Dummy Leads

Once the webhook is set up in IndiaMART, it’s time to test the integration. By sending a dummy inquiry, you can ensure that Pabbly Connect captures the lead data correctly. This step is crucial to verify that the connection is functioning as intended.

To test the integration, follow these steps:

Submit a new lead inquiry from your IndiaMART account. Check Pabbly Connect for the lead data captured.

If the lead data appears in Pabbly Connect, your integration is successful. Now you can proceed to set up the action to send a WhatsApp message to the captured lead.

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5. Sending WhatsApp Messages Using Pabbly Connect

Now that we have verified the trigger, we can set up the action to send WhatsApp messages using Pabbly Connect. The action application will be the WhatsApp Cloud API, allowing for personalized communication with leads.

Follow these steps to configure the WhatsApp message action:

Select WhatsApp Cloud API as the action application. Choose ‘Send Message’ as the action event. Map the lead’s phone number and name from the captured data.

Once you have set up the message template, test it to ensure that the WhatsApp message is sent successfully. With Pabbly Connect, your leads will receive instant notifications, enhancing your customer engagement.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads for interior designing work. By following the steps outlined, you can ensure timely communication with potential clients, improving your business efficiency.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances your customer service. Start automating your messaging process today to stay ahead in your business.

Learn how to automate WhatsApp messages for Stripe payments using Pabbly Connect and Pabbly Connect in 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 Automation

To automate WhatsApp messages for Stripe payments, start by accessing Pabbly Connect. Navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks each month.

Once logged in, you will see the Pabbly apps interface. Click on the Pabbly Connect option to access its dashboard, where you can create your automation workflows. This is the first step towards integrating Stripe with WhatsApp messages.

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2. Creating Your Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Enter a name for your workflow, such as ‘Send WhatsApp Messages on Stripe Payment’.
• Select a folder to save your workflow, for example, ‘WhatsApp Automations’.

After filling in the details, click on the ‘Create’ button to establish your workflow. This setup allows you to define triggers and actions that will automate the process of sending WhatsApp messages upon receiving payments via Stripe.

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3. Setting Up Trigger and Action in Pabbly Connect

In the workflow interface, you will see two sections: Trigger and Action. The trigger is what starts your workflow, while the action is what happens as a result. For the trigger application, select Stripe and choose the ‘New Charge’ event.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL and head to your Stripe account. Go to the Developers section, then Webhooks, and click on the ‘Add Endpoint’ button. Paste the webhook URL into the Endpoint URL field and select the event ‘Charge Succeeded’ to ensure that the webhook captures successful payments.

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4. Testing Your Integration with Stripe

After setting up the webhook in Stripe, return to your Pabbly Connect workflow. You will see a message indicating that it is waiting for a webhook response. To test the integration, perform a test payment in Stripe using the test mode.

• Navigate to the Payment Links section in Stripe.
• Select a product and complete the payment using dummy payment details.

Once the test payment is processed, check back in your Pabbly Connect workflow to see if the trigger captured the payment details. If successful, you will see the details of the payment reflected in the workflow.

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5. Sending WhatsApp Messages Using Pabbly Chatflow

With the trigger successfully capturing payment details, it’s time to set up the action to send WhatsApp messages. For the action application, select Pabbly Chatflow and choose the ‘Send Call Request’ event. You will need to connect your Chatflow account to Pabbly Connect using an API token.

After connecting, you will configure the message body using a template you previously created in Pabbly Chatflow. Ensure to map the customer’s phone number and name from the Stripe trigger response into the message template, allowing for personalized communication.

Finally, click on the ‘Save and Send Test Request’ button to send a test WhatsApp message. Check your WhatsApp to confirm that the message has been successfully delivered to the customer, completing the integration process.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages for Stripe payments using Pabbly Connect and Pabbly Chatflow. This integration not only saves time but also enhances customer communication by ensuring timely messages are sent automatically after a successful payment.

Learn how to automate the creation of Flowlu contacts from Tally Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Access Pabbly Connect to Start Integration

To begin integrating Tally Forms with Flowlu, first, you need to access Pabbly Connect. Visit the Pabbly Connect website at Pabbly.com/connect and sign in to your account. If you are new, you can sign up for free and enjoy 100 free tasks each month.

After logging in, you will see the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will pop up asking for a workflow name and folder selection. Name your workflow ‘Create Flowlu Contact on Tally Forms Submission’ and select a folder to save it. Click on the ‘Create’ button to proceed.

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2. Setting Up the Trigger with Tally Forms

In this step, we will set up the trigger in Pabbly Connect to capture new submissions from Tally Forms. Select Tally Forms as your trigger application and choose the event ‘New Response’. This allows Pabbly Connect to listen for new form submissions.

• Select Tally Forms as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go back to your Tally account. Navigate to the form you created for lead data collection. Click on the settings button, go to the integrations section, and paste the copied webhook URL into the endpoint URL field. Click on the ‘Connect’ button to finalize the integration. Once connected, Pabbly Connect will wait for a response from Tally Forms.

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3. Testing the Tally Forms Submission

To ensure that the integration is working correctly, perform a test submission using the form you created in Tally. Fill out the form with sample lead data, including first name, last name, email, and other relevant fields. using Pabbly Connect

• Open the Tally form using the share URL.
• Enter sample data for testing, such as ‘New’ for the first name and ‘Lead’ for the last name.
• Submit the form and check Pabbly Connect for the response.

Once the form submission is complete, return to Pabbly Connect and check if the response has been captured. If successful, you will see the submitted data reflected in the Pabbly Connect dashboard, confirming that Tally Forms is correctly integrated.

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4. Setting Up the Action to Create Flowlu Contact

Now that we have verified the trigger, it’s time to set up the action in Pabbly Connect. Select Flowlu as the action application and choose the event ‘Create CRM Account (Contact)’. This action will create a new contact in your Flowlu account whenever a form submission occurs.

Click on the ‘Connect’ button to establish a connection between Flowlu and Pabbly Connect. You will need to provide your API key and account URL from your Flowlu account. To obtain the API key, navigate to your Flowlu account, click on your profile, and go to portal settings. From there, add a new API key.

Log into your Flowlu account and navigate to API settings. Create a new API key and copy it. Paste the API key and account URL back into Pabbly Connect.

Once connected, map the fields from the Tally Forms response to the corresponding fields in Flowlu. This ensures that the data from the form submission populates the correct fields in your CRM.

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5. Finalizing the Integration and Testing

After mapping the fields, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send the data to Flowlu and create a new contact. Check your Flowlu account to confirm that the new contact has been created successfully.

Refresh the contacts page in Flowlu, and you should see the new contact listed with all the details filled in as per the Tally Forms submission. This indicates that the integration is complete and functioning as intended.

Verify that the contact appears in your Flowlu account. Check the details to ensure accuracy. If successful, your automation is now fully operational.

With this setup, you have successfully automated the process of creating Flowlu contacts from Tally Forms submissions using Pabbly Connect. This not only saves time but also ensures you never miss a lead.

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Conclusion

In conclusion, integrating Tally Forms with Flowlu using Pabbly Connect streamlines your lead management process. By automating contact creation, you can focus on converting leads into clients without the hassle of manual data entry.

Learn how to automate the creation of Zoho CRM contacts from Instamojo payments using Pabbly Connect in this detailed 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. Introduction to Pabbly Connect for Zoho CRM and Instamojo Integration

In this section, we will explore how to use Pabbly Connect to automate the creation of Zoho CRM contacts when a payment is made through Instamojo. This integration helps streamline customer data management without manual input.

Using Pabbly Connect, you can ensure that every transaction on Instamojo automatically creates a new contact in Zoho CRM. This process not only saves time but also enhances your customer database accuracy.

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2. Accessing Pabbly Connect and Creating Your Workflow

To start, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free to explore the features. Once logged in, you will see the dashboard with various Pabbly applications.

• Click on ‘Access Now’ for Pabbly Connect.
• Select ‘Create Workflow’ to start a new automation.
• Name your workflow something like ‘Create Zoho CRM Contact on Instamojo Payment’.

After naming your workflow, click on ‘Create’. This will take you to the workflow window where you can set up your trigger and action. Remember, the trigger will initiate when a payment is made on Instamojo, and the action will be to create a contact in Zoho CRM using Pabbly Connect.

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3. Setting Up Instamojo as the Trigger Application

In this step, you will select Instamojo as your trigger application in Pabbly Connect. Search for Instamojo and select version 2 (V2) as your trigger.

Next, you will choose the trigger event, which in this case is ‘New Sale’. This event means that the workflow will start whenever a new sale is made. After selecting the trigger event, Pabbly Connect will generate a Webhook URL that you will need to copy.

• Log into your Instamojo account.
• Go to the product settings for the item you want to connect.
• Paste the Webhook URL in the advanced settings for that product.

Ensure you set the information to be sent as ‘Successful Payments’ and save your settings. This establishes a connection between Instamojo and Pabbly Connect.

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4. Testing the Webhook Connection and Capturing Data

After setting up the Webhook in Instamojo, it’s time to test the connection. Go back to your workflow in Pabbly Connect and perform a test submission by making a purchase through the product URL you set up.

Fill in the required details like name, email, and payment information. After completing the payment, Pabbly Connect will capture the response from Instamojo, allowing you to see the details of the transaction in your workflow.

Ensure all customer data is accurately reflected in the response. Check for the buyer’s name, email, and phone number. Confirm that the workflow is waiting for the Webhook response.

With this data captured, you are now ready to set up the action step to create a contact in Zoho CRM using Pabbly Connect.

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5. Creating a Zoho CRM Contact from Instamojo Payment Data

Now that you have captured the necessary data, the next step is to set Zoho CRM as the action application in Pabbly Connect. Search for Zoho CRM and select it as your action application.

Choose ‘Create Contact’ as the action event. You will then need to connect your Zoho CRM account to Pabbly Connect. Enter your domain from the Zoho URL and grant the necessary permissions to establish this connection.

Map the fields from the Instamojo response to the Zoho contact fields. Ensure you fill in the first name, last name, and email correctly. Test the action to confirm the contact is created in Zoho CRM.

After successfully creating the contact, you can check your Zoho CRM account to see the new contact added, confirming that the integration through Pabbly Connect works seamlessly.

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Conclusion

Using Pabbly Connect, you can effortlessly automate the process of creating Zoho CRM contacts from Instamojo payments. This integration not only saves time but also ensures accurate customer data management. Implementing this workflow allows for better organization and efficiency in handling customer information.