Author: Nitin Maheshwari

Learn how to automate sending WhatsApp messages for Flexifunnels purchases using Pabbly Connect and Pabbly Connect in this detailed 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. Accessing Pabbly Connect for Automation

To start sending WhatsApp messages on Flexifunnels purchases, first, access Pabbly Connect. Sign in to your existing account or create a new one if you are a first-time user. Pabbly Connect offers 100 free tasks every month, making it easy to get started.

After signing in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the main interface where you can create a new workflow. Ensure you have Pabbly Chatflow set up as well, as it will be essential for sending WhatsApp messages.

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2. Creating a New Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect. Click the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow and select a folder.

• Name your workflow: ‘Send WhatsApp Messages on Flexifunnels Purchase using Pabbly Chatflow’.
• Select the folder: Choose ‘WhatsApp Automations’ from the dropdown menu.

After entering the workflow name and selecting the folder, click on the ‘Create’ button. You will see two windows labeled ‘Trigger’ and ‘Action’. The trigger will capture the event of a new purchase, while the action will send a WhatsApp message via Pabbly Chatflow.

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3. Setting Up the Trigger for Flexifunnels

Now, let’s set up the trigger in Pabbly Connect. Select ‘Flexifunnels’ as the trigger application and choose the event as ‘New Purchase’. This will ensure that every time a customer makes a purchase, the trigger captures the event.

Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Flexifunnels account. Here, you need to go to the product settings of the item you want to connect. Under the ‘Set Rules’ section, input the webhook URL to establish the connection.

• Go to the product settings in Flexifunnels.
• Under ‘Set Rules’, select ‘When a product is purchased’ and paste the webhook URL.

Once you have saved the settings, return to Pabbly Connect and test the setup by making a test purchase. This will confirm that Flexifunnels is successfully connected to Pabbly Connect and that the trigger is functioning correctly.

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4. Configuring the Action to Send WhatsApp Messages

With the trigger set up, it’s time to configure the action step in Pabbly Connect. Choose ‘Pabbly Chatflow’ as the action application and select the event ‘Send WhatsApp Message’. This action will send a confirmation message to the customer after their purchase.

Next, you need to connect your Pabbly Chatflow account to Pabbly Connect. Click on the ‘Connect’ button and enter the required token from your Pabbly Chatflow account. This token establishes the connection between the two applications.

Navigate to the API and Webhooks section in Pabbly Chatflow to find your token. Copy the token and paste it into Pabbly Connect to authenticate the connection.

After successfully connecting, map the customer’s phone number and other details from the previous step into the message body. This ensures that the WhatsApp message is personalized for each customer.

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5. Testing the Integration and Sending Messages

Finally, it’s time to test your integration in Pabbly Connect. After mapping the necessary fields, click on the ‘Save and Test’ button. This will initiate the process of sending a WhatsApp message to your customer.

Check your Pabbly Chatflow inbox to verify if the message has been successfully sent. You should see a confirmation message that includes the customer’s name and purchase details. This confirms that the automation is working as intended.

By automating this process, you not only save time but also enhance your customer’s experience by providing immediate confirmation of their purchases. With Pabbly Connect, you can easily integrate other applications as well, creating a seamless workflow across your business operations.

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Conclusion

In this tutorial, we learned how to automate sending WhatsApp messages for Flexifunnels purchases using Pabbly Connect and Pabbly Chatflow. This integration streamlines communication with customers, ensuring timely purchase confirmations and improved customer satisfaction.

Learn how to automate WhatsApp messages for Thrivecart purchases using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Thrivecart and WhatsApp Integration

To start sending WhatsApp messages upon Thrivecart purchases, you need to access Pabbly Connect. This platform enables seamless automation between your Thrivecart account and WhatsApp through Pabbly Chatflow.

Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks each month. After logging in, locate the ‘Access Now’ button under Pabbly Connect to enter the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

Once in the Pabbly Connect dashboard, you need to create a workflow to automate the message sending process. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear, prompting you to name your workflow.

• Name the workflow: ‘Send WhatsApp Message on Thrivecart Purchase’.
• Select a folder to save this workflow.

After entering the workflow name and selecting a folder, click the ‘Create’ button. You will see two sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is what happens as a result.

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3. Setting Up the Trigger with Thrivecart

For the Trigger application, select ‘Thrivecart’ since you want to capture purchases made by students. Choose the event as ‘Product Purchase’ to ensure that the workflow activates when a specific product is purchased.

Next, connect your Thrivecart account by clicking the ‘Connect’ button. You will need to create an API key in your Thrivecart account for this connection. To do this, navigate to the API settings in your Thrivecart account, create a new API key, and copy it into Pabbly Connect to finalize the connection.

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4. Sending WhatsApp Messages Using Pabbly Chatflow

After successfully setting up the Trigger, it’s time to configure the Action. Select ‘Pabbly Chatflow’ as the action application and choose the event ‘Send Custom Request’. This allows you to send WhatsApp messages based on the purchase information captured by Thrivecart. using Pabbly Connect

• Connect your Pabbly Chatflow account using the API token from your Chatflow settings.
• Map the customer’s phone number and order details to personalize the WhatsApp message.

Make sure to create a message template in Pabbly Chatflow that includes dynamic fields like the customer’s name and order details. This ensures that each message is tailored to the individual customer, enhancing their experience.

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5. Testing the Integration

To ensure everything is working correctly, perform a test purchase in Thrivecart. This will trigger the workflow in Pabbly Connect and send a WhatsApp message via Pabbly Chatflow. Check your WhatsApp inbox to confirm receipt of the message.

If the message appears as intended, your integration is successful! This automation saves you time and ensures your customers receive immediate confirmation of their purchases, enhancing their overall experience with your services.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect and Pabbly Chatflow to automate WhatsApp messages for Thrivecart purchases. By following these steps, you can streamline your communication with customers and improve their experience.

Learn how to send WhatsApp messages from Notion using Pabbly Connect and Pabbly Connect automatically. Step-by-step tutorial with accurate integration details. 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. Setting Up Pabbly Connect for WhatsApp Messaging

To send WhatsApp messages from Notion using Pabbly Connect, the first step is to access the platform. Go to the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. If you are a new user, click on the ‘Sign up for free’ button to create an account and receive 100 free tasks every month.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Send WhatsApp Message from Notion Using Pabbly Chatflow Automatically’. After naming, select a folder for organization and click on ‘Create’ to proceed.

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2. Setting Up Notion as the Trigger in Pabbly Connect

In this section, we will set up Notion as the trigger application in Pabbly Connect. Select Notion from the list of applications and choose the trigger event as ‘New Database Item’. This event will capture new leads added to your Notion database.

• Select ‘New Database Item’ as the trigger event.
• Connect your Notion account by clicking on ‘Connect’.
• Authorize Pabbly Connect to access your Notion pages.

After successfully connecting, select the appropriate database where your leads are stored, such as ‘New Leads Prime’. Click on ‘Save and Send Test Request’ to ensure the connection is working and to fetch the latest lead data from Notion.

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3. Setting Up Pabbly Chatflow as the Action

Next, we will configure Pabbly Chatflow as the action application in Pabbly Connect. Choose Pabbly Chatflow and select the action event as ‘Send Curl Request’. This action will send WhatsApp messages to the leads captured from Notion.

Before proceeding, ensure that you have set up your Pabbly Chatflow account and added your WhatsApp number by entering the required credentials, such as access token and phone number ID. If you have not done this, refer to the Pabbly Chatflow setup documentation for guidance.

• Select ‘Send Curl Request’ as the action event.
• Input your API token to establish the connection.
• Map the data fields from Notion to the WhatsApp message template.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the WhatsApp message is sent successfully to the lead’s phone number.

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4. Finalizing the Integration and Testing

Now that both applications are set up, it’s time to finalize the integration. Review the mapped fields in Pabbly Chatflow to ensure that the WhatsApp message template is correctly configured to include personalized elements, like the lead’s name.

Upon confirming the settings, you can test the integration by adding a new lead to your Notion database. Once added, the system will automatically trigger the WhatsApp message to be sent to the new lead. This automation allows you to connect with leads instantly without manual intervention.

To check the success of the automation, navigate to your Pabbly Chatflow inbox. You should see the sent message reflecting the personalized content as expected. This confirms that the integration between Notion and Pabbly Chatflow via Pabbly Connect is working seamlessly.

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5. Conclusion: Automate Your Lead Communication with Pabbly Connect

In conclusion, using Pabbly Connect to automate WhatsApp messaging from Notion is a powerful way to enhance your lead management process. By following the steps outlined in this tutorial, you can ensure that every new lead receives a prompt and personalized response via WhatsApp.

This integration not only saves time but also improves communication efficiency with potential clients. Start using Pabbly Connect today to streamline your business processes and enhance customer engagement.

Learn how to automate the process of creating Mailgun members from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial 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. Access Pabbly Connect for Integration

To integrate Contact Form 7 with Mailgun, start by accessing Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. If you’re new to Pabbly Connect, you can sign up for a free account and receive 100 free tasks each month.

Once you log into your Pabbly Connect account, you will see the dashboard. Here, you can select the option to create a new workflow. This is where you will set up the automation that connects Contact Form 7 submissions to Mailgun.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow dedicated to managing your Mailgun members. Click on the ‘Create Workflow’ button on the top right corner of the Pabbly Connect dashboard. You will be prompted to name your workflow, such as ‘Create Mailgun Member on Contact Form 7 Submission’. using Pabbly Connect

After naming your workflow, choose a folder to save it in. For example, select the ‘Mailgun Automation’ folder. Once you have done this, click on the ‘Create’ button to establish your workflow.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.

Now that your workflow is created, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is what happens as a result of that trigger.

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3. Setting Up the Trigger with Contact Form 7

The next step is to set up the trigger for your workflow. Select ‘Contact Form 7’ as your trigger application. The specific event you want to capture is the ‘New Form Submission’. This means that every time a new submission is made through your Contact Form 7, it will trigger the workflow. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL that you need to copy. This URL will be used to connect Contact Form 7 to Pabbly Connect. Log into your Contact Form 7 account and navigate to the form you want to integrate.

• Select ‘Contact Form 7’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

In your Contact Form 7 settings, navigate to the ‘Webhooks’ option and paste the copied webhook URL into the designated field. Save the changes to ensure that the integration is active.

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4. Testing the Trigger Connection

After setting up the webhook URL in Contact Form 7, it’s essential to test the connection to ensure everything is working correctly. Go back to your Pabbly Connect workflow and click on the ‘Test Webhook’ button. This will allow you to check if Pabbly Connect is receiving the data from your form. using Pabbly Connect

To perform a test, fill out the form on your website with dummy data. For instance, enter a first name, last name, and email address, then submit the form. After submission, return to Pabbly Connect and check if the test data has been captured correctly.

Click on ‘Test Webhook’ in Pabbly Connect. Fill out the form on your website with dummy data. Verify that the data appears in Pabbly Connect.

Once you see the test data captured in Pabbly Connect, you know that the trigger setup is successful. This confirms that your Contact Form 7 is now integrated with Pabbly Connect.

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5. Setting Up the Action to Create Mailgun Members

The final step is to set up the action that will occur when a new form submission is detected. Select ‘Mailgun’ as your action application and choose the action event as ‘New Mailing List Member’. This action will add the lead details to your Mailgun account as a new member. using Pabbly Connect

You will need to connect your Mailgun account to Pabbly Connect by providing the necessary API key and other details. Log into your Mailgun account to retrieve your API key. Once you have it, paste it into the required field in Pabbly Connect.

Select ‘Mailgun’ as the action application. Choose ‘New Mailing List Member’ as the action event. Input your Mailgun API key and domain information.

After connecting Mailgun, you will need to map the data from the previous step into the fields required by Mailgun, such as email address and member name. Once everything is set up, click on the ‘Save and Send Test Request’ button to finalize the integration.

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Conclusion

In this tutorial, we demonstrated how to automate the process of creating Mailgun members from Contact Form 7 submissions using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and enhance communication with potential clients through targeted email campaigns.

Learn how to automate adding Google Ads leads to Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Ads Integration

To start adding Google Ads leads in Google Sheets, you first need to access Pabbly Connect. Open your browser and type in ‘Pabbly.com/connect’ to reach the homepage.

Once there, you will see options to either sign in or sign up for free. If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in. After signing in, you will be directed to the dashboard of Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

On the Pabbly Connect dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. Enter a name like ‘Add Google Ads Lead in Google Sheets’.

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

After creating your workflow, you will see two main sections: Trigger and Action. The Trigger section is where you set the event that will start the automation, while the Action section is where you define what happens in response.

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3. Setting Up the Trigger for Google Ads

In the Trigger section, select Google Ads as your trigger application. You will then choose the event ‘New Lead Form Entry’ to initiate the workflow whenever a new lead is submitted.

Next, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge to transfer data from Google Ads to Pabbly Connect. Copy this URL and paste it into your Google Ads account under the lead delivery settings of your lead generation form.

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4. Testing the Connection Between Google Ads and Pabbly Connect

After pasting the webhook URL in Google Ads, send a test lead to ensure the connection works. In your Google Ads account, click on the ‘Send Test Data’ button. This will simulate a lead submission and send data to Pabbly Connect.

Once the test data is sent, return to Pabbly Connect to check if the response is captured successfully. You should see the lead details such as name, email, phone number, city, and company name recorded in the response section.

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5. Adding Leads to Google Sheets Using Pabbly Connect

Now that the connection is established, it’s time to add the leads to Google Sheets. In the Action section of Pabbly Connect, select Google Sheets as your action application. Choose the action event ‘Add New Row’ to create a new entry in your spreadsheet.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet where you want to store the leads.
• Map the lead details from the previous response to the corresponding columns in Google Sheets.

After mapping the fields, click on the ‘Save and Send Test Request’ button. Check your Google Sheets to confirm that the lead details have been recorded correctly.

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Conclusion

In this tutorial, we explored how to automate the process of adding Google Ads leads to Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage your leads and enhance your marketing efforts.

With Pabbly Connect, you can streamline your workflow and focus on converting leads into customers, ultimately driving growth for your business.

Learn how to automate the process of adding Facebook Lead Ads leads to PostgreSQL using Pabbly Connect with this step-by-step guide. 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 Facebook Lead Ads to PostgreSQL

To begin automating the process of adding Facebook Lead Ads leads to PostgreSQL, you first need to set up Pabbly Connect. This platform allows seamless integration between various applications, making it easier to manage your leads.

Start by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard, where you can create a new workflow for your automation. Click on the ‘Create Workflow’ button and name it something like ‘Facebook Lead Ads to PostgreSQL’. Choose a folder for your workflow and click ‘Create’ to proceed.

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2. Configuring the Trigger for Facebook Lead Ads

The next step involves setting up the trigger for your workflow in Pabbly Connect. This trigger will activate whenever a new lead is generated through your Facebook Lead Ads. In the trigger window, search for ‘Facebook Lead Ads’ and select it as your app.

• Choose ‘New Lead (Instant)’ as the trigger event.
• Click on ‘Connect’ and select ‘Add New Connection’.
• Authenticate your Facebook account to link it with Pabbly Connect.

After connecting, select the Facebook page where your ads are running and choose the lead generation form you want to track. Click on ‘Save and Send Test Request’ to ensure everything is set up correctly. At this point, Pabbly Connect will be waiting for a new lead response.

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3. Generating a Test Lead for Verification

To verify that your integration is functioning correctly, you need to generate a test lead. Use the Facebook Lead Ads Testing Tool to create a dummy lead. Select your Facebook page and the lead form you configured earlier, then fill in the details for the test lead.

• Enter a name, email, mobile number, and company name for the test lead.
• Click on ‘Submit’ to generate the lead.

Once you submit the test lead, check your Pabbly Connect workflow. You should see the lead details captured in the trigger step, confirming that the integration is working successfully.

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4. Adding Leads to PostgreSQL Database

The next step is to add the captured lead information into your PostgreSQL database. In the action step of your workflow, search for ‘PostgreSQL’ and select it as your action app. Choose ‘Insert Row’ as the action event. using Pabbly Connect

Connect your PostgreSQL account by entering the required credentials such as username, password, host name, database name, and port. After successfully connecting, select the table (e.g., ‘Facebook Leads’) where you want to insert the lead data.

Map the fields from the Facebook lead data to the respective columns in your PostgreSQL table. Ensure all necessary fields such as lead ID, name, email, and phone number are mapped correctly.

After mapping, click on ‘Save and Send Test Request’ to finalize the integration. You should see a positive response indicating that the lead data has been successfully added to your PostgreSQL database.

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5. Testing the Entire Automation Workflow

After setting up your automation, it’s time to test the entire workflow. Return to the Facebook Lead Ads Testing Tool and generate another test lead, ensuring to delete the previous one to avoid duplication.

Once you have the new test lead ready, submit it through the testing tool. Within seconds, check your PostgreSQL database to see if the new lead has been added. You should see the same details reflected in your database, confirming that your Pabbly Connect automation is functioning correctly.

This process not only saves time but also ensures that all leads from Facebook are automatically stored in your PostgreSQL database without manual intervention.

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Conclusion

In this tutorial, we explored how to automate the integration of Facebook Lead Ads with PostgreSQL using Pabbly Connect. By following the steps outlined, you can efficiently manage your leads and ensure they are stored in your database seamlessly.

With Pabbly Connect, you can enhance your lead management process and focus on growing your business. Start automating today to save time and increase efficiency!

Learn how to automate the process of creating Mailgun members for Google Ads leads using Pabbly Connect. Follow these detailed steps to streamline your workflow.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Google Ads Leads

Pabbly Connect is a powerful automation tool that simplifies the process of integrating various applications. In this tutorial, we will explore how to create Mailgun members for Google Ads leads using Pabbly Connect. This integration allows you to automatically add new leads from Google Ads to your Mailgun account, streamlining your email marketing efforts.

By using Pabbly Connect, you can ensure that your leads are captured efficiently, enabling you to engage with potential customers promptly. This process helps in building a robust email list, allowing for timely follow-ups and personalized communications.

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2. Creating a Workflow in Pabbly Connect

To begin, log into your Pabbly Connect account and navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this integration, you can name it ‘Create Mailgun Member for Google Ads Lead’.

• Log into Pabbly Connect.
• Click on ‘Create Workflow’.
• Name your workflow appropriately.

After naming your workflow, select a folder to save it in. This helps in organizing your workflows efficiently. Once your workflow is created, you will need to set up a trigger, which is essential for the automation process.

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3. Setting Up Google Ads Trigger in Pabbly Connect

In the next step, you will set the trigger application to Google Ads. This is crucial as it determines when the automation will be activated. Select ‘Google Ads’ as your trigger application and choose the event as ‘New Lead Form Entry’. This event will trigger the workflow whenever a new lead is captured through your Google Ads campaign.

Once you’ve selected the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is vital for connecting your Google Ads account with Pabbly Connect. Copy this webhook URL and navigate to your Google Ads account to set up the lead form.

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4. Configuring Google Ads Lead Form

In your Google Ads account, create a new lead form under your test campaign. Fill in the required fields such as name, phone number, email, and city. After setting up the form, locate the option for ‘Webhook Integration’ within the lead form settings.

• Create a new lead form in Google Ads.
• Select fields: name, phone number, email, city.
• Enter the webhook URL from Pabbly Connect.

Paste the copied webhook URL into the designated field and set a key name for the webhook. After configuring the lead form, send a test response to ensure that the integration is functioning correctly. This step verifies that Pabbly Connect is receiving data from your Google Ads lead form.

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5. Integrating Mailgun with Pabbly Connect

Now that your Google Ads trigger is set up, the next step is to integrate Mailgun. In the action step of your workflow, select Mailgun as the action application and choose the event ‘Add New Mailing List Member’. This action will automatically add new leads from Google Ads into your Mailgun account.

To connect Mailgun with Pabbly Connect, you will need to provide your Mailgun API key, host, and domain name. Retrieve the API key from your Mailgun account under API security settings. Make sure to enter the correct details in the corresponding fields in Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate the process of creating Mailgun members for Google Ads leads using Pabbly Connect. By following these steps, you can ensure that your leads are captured and managed effectively, allowing for timely follow-ups and enhanced customer engagement. This integration not only streamlines your workflow but also maximizes your marketing efforts.

Learn how to automate the creation of GoHighLevel contacts from WooCommerce orders using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WooCommerce Integration

To begin integrating WooCommerce with GoHighLevel, you need to access Pabbly Connect. This platform allows you to automate the process of adding new customers as contacts in GoHighLevel whenever a new order is placed on your WooCommerce store.

Start by signing up for a free account on Pabbly Connect. Once you are logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, give it a name like ‘WooCommerce to GoHighLevel’, and select your preferred folder for organization.

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2. Creating a Trigger for New Orders in WooCommerce

The next step involves setting up a trigger in Pabbly Connect that will activate whenever a new order is placed in WooCommerce. For this, select WooCommerce as the app in the trigger window and choose the event ‘New Order Created’.

• Select WooCommerce as the app.
• Choose ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to go to your WooCommerce settings in WordPress. Under the ‘Advanced’ section, find the ‘Webhooks’ option, and add a new webhook with the copied URL. Set the status to active and select ‘Order Created’ as the topic. Click on Save Webhook to finalize the setup.

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3. Mapping WooCommerce Order Details in Pabbly Connect

Once the webhook is set up, it’s time to test the integration. Place a test order in your WooCommerce store. After placing the order, return to Pabbly Connect and check for the test response in the trigger step. This response will contain all the order details.

In the trigger step, you will see customer details such as name, email, and address. This information will be used to create a contact in GoHighLevel. Click on the ‘Recapture Webhook Response’ button to ensure Pabbly Connect captures the latest order details.

• Verify that the response includes customer name and order details.
• Ensure that you have all necessary fields filled for the next steps.

After confirming the response, proceed to the action step where you will map these details to GoHighLevel.

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4. Adding Contacts to GoHighLevel via Pabbly Connect

Now that you have the customer details, the next step is to add them as a contact in GoHighLevel using Pabbly Connect. In the action step, search for ‘Lead Connector’ and select it. Choose the action event ‘Create or Update a Contact’.

Connect your GoHighLevel account to Pabbly Connect by clicking on ‘Connect with Lead Connector’. Once connected, you will see fields for the contact details like first name, last name, email, and phone number. You will need to map the information received from WooCommerce to these fields.

Map the customer’s first and last name from the trigger response. Include the customer’s email and phone number in the respective fields. Optionally, map additional details like address and company name.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to add the contact to your GoHighLevel account. Check the contacts section in GoHighLevel to verify the new contact has been added successfully.

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5. Testing the Automation Workflow in Real-Time

To ensure that your automation is working correctly, place another test order in your WooCommerce store. Fill in the customer details as before and place the order. Within seconds, the details should be sent to Pabbly Connect and then to GoHighLevel.

Refresh your GoHighLevel contacts page to see if the new customer has been added. You should see the same name, email, and address details that you entered during the order. This confirms that your automation workflow between WooCommerce and GoHighLevel is functioning perfectly.

By following these steps, you can automate the process of adding new customers from WooCommerce to GoHighLevel using Pabbly Connect. This integration not only saves time but also enhances your marketing efforts by keeping your contact list updated automatically.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of contacts in GoHighLevel from new WooCommerce orders. This integration streamlines your workflow and ensures efficient customer management.

Learn how to create a Salesforce lead from Wix Forms submissions using Pabbly Connect with this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Wix Forms

In this tutorial, we will explore how to create a Salesforce lead on Wix Forms submission using Pabbly Connect. This integration streamlines the process by automatically adding new leads to Salesforce whenever a form is submitted on your Wix website.

Using Pabbly Connect, you can eliminate manual data entry and ensure that all leads are captured efficiently. This not only saves time but also minimizes the chances of missing potential customers.

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2. Setting Up Pabbly Connect for Your Workflow

To get started, access Pabbly Connect by visiting their website. If you’re a new user, sign up for a free account to explore the features. Existing users can simply log in to their dashboard.

Once logged in, follow these steps to create a new workflow:

• Click on the ‘Create Workflow’ button at the top right corner.
• Name your workflow as ‘Create Salesforce Lead on Wix Form Submission’.
• Select a folder to save your workflow.

After completing these steps, you will have successfully set up the initial workflow in Pabbly Connect.

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3. Connecting Wix Forms to Pabbly Connect

Next, you need to set up Wix Forms as the trigger for your workflow in Pabbly Connect. This allows the integration to be activated whenever a new form submission occurs.

To set up the trigger, follow these steps:

• Select ‘Wix Forms’ as the trigger application.
• Choose the trigger event as ‘New Form Submission’.
• Copy the generated webhook URL provided by Pabbly Connect.

This webhook URL is essential for connecting your Wix Forms to Pabbly Connect, ensuring that each form submission is captured and processed.

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4. Configuring Wix Forms Automation

After setting up the trigger in Pabbly Connect, you need to configure the automation within Wix Forms. This involves creating a new automation that will send form submission data to the webhook URL.

Follow these steps to complete the automation setup:

Log in to your Wix account and navigate to the Wix Forms dashboard. Select the form you want to automate and click on ‘Automations’. Create a new automation, name it, and set Wix Forms as the trigger.

Once these settings are saved, your Wix Forms will now communicate with Pabbly Connect whenever a submission occurs, ensuring that the data flows seamlessly into Salesforce.

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5. Creating Leads in Salesforce via Pabbly Connect

The final step in this process involves configuring Pabbly Connect to create leads in Salesforce based on the data received from Wix Forms. This is where you will map the data fields from the form submission to the corresponding fields in Salesforce.

To set up the Salesforce action, do the following:

Select Salesforce as the action application in Pabbly Connect. Choose the action event as ‘Create Lead’. Map the fields from the Wix Forms submission to the corresponding Salesforce fields.

After saving this configuration, Pabbly Connect will automatically create a new lead in Salesforce whenever a form submission is received from Wix Forms, effectively streamlining your lead management process.

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Conclusion

In this tutorial, we demonstrated how to create a Salesforce lead from Wix Forms submissions using Pabbly Connect. This integration automates the process, ensuring that no leads are missed and allowing for efficient management of customer inquiries. By following these steps, you can enhance your workflow and focus on building relationships with potential customers.

Learn how to create a Wave invoice automatically on Paperform submission using Pabbly Connect with this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Wave Invoice Creation

To start the integration process, access Pabbly Connect by visiting its website. If you’re not a user yet, you can sign up for free and receive 100 tasks every month. Once you have an account, log in to your Pabbly Connect dashboard.

After logging in, you will see a variety of applications available in Pabbly Connect. Click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard, where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, workflows are essential for automating tasks. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will prompt you to name your workflow and select a folder to save it.

• Name your workflow as ‘Create Wave Invoice on Paperform Submission’.
• Select the folder where you want to save this workflow.

Once you have named your workflow and selected the folder, click the ‘Create’ button. You will now see two windows: one for the trigger and one for the action.

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3. Setting Up the Trigger for Paperform Submission

The next step involves setting up the trigger in your Pabbly Connect workflow. Select ‘Paperform’ as the trigger application and choose ‘New Form Submission’ as the trigger event. This ensures that whenever a form is submitted on Paperform, it triggers the workflow.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, and then navigate to your Paperform account. In Paperform, select the form you want to integrate, go to the ‘After Submission’ panel, and find the ‘Integrations and Webhook’ section.

• Click on ‘Add Webhook’ and paste the copied URL from Pabbly Connect.
• Select ‘New Submission’ as the trigger option and click ‘Create’.

Now, your Paperform is connected to Pabbly Connect, and you’re ready to test the integration.

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4. Testing the Integration with a Test Submission

To ensure that the integration works correctly, perform a test submission on your Paperform. Fill in the required fields and submit the form. After submission, return to Pabbly Connect to check if the response has been captured.

If the response is successfully captured, it indicates that your Paperform is properly connected to Pabbly Connect. You will see the details of the submission, including the selected service and customer information.

Verify that the form ID, submission ID, and customer details are present. Ensure that the selected service is displayed correctly in the response.

With the successful test submission, you can now proceed to set up the action step for creating an invoice in Wave.

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5. Creating a Wave Invoice Based on Form Submission

For the action step, select ‘Wave’ as the action application and choose ‘Create Invoice’ as the action event. This will allow you to create an invoice in your Wave account based on the details captured from the Paperform submission.

Before creating the invoice, you need to check if the customer exists in your Wave account. Use the ‘Get Customer by Email’ action event to search for the customer using the email provided in the form submission. Connect Wave to Pabbly Connect by clicking on the ‘Connect’ button and authorizing access.

Select the business from which you want to create the invoice. Map the email field from the previous step to check for the existing customer.

If the customer exists, you can directly create the invoice. If not, create a new customer in Wave and then proceed to invoice creation. This seamless automation through Pabbly Connect ensures that you can focus on your marketing services without the hassle of manual invoicing.

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Conclusion

In this tutorial, we demonstrated how to automate the process of creating a Wave invoice on Paperform submission using Pabbly Connect. This integration streamlines your workflow, allowing you to focus on delivering exceptional services while ensuring timely invoicing for your clients.