Author: Nitin Maheshwari

Learn how to send WhatsApp messages to LinkedIn Lead Gen Forms leads using Pabbly Connect. Follow this detailed guide for seamless integration and automation. 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. Accessing Pabbly Connect for Automation

To send WhatsApp messages to LinkedIn Lead Gen Forms leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for a free account to explore its features, including 100 free tasks every month.

Once logged in, navigate to the dashboard where you can see all Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to start creating your workflow. This will allow you to set up the automation needed for sending messages to your leads from LinkedIn.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, workflows are essential for automation. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow. For this automation, name it ‘Send WhatsApp Message to LinkedIn Lead Gen Forms Leads’.

• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger will capture the lead information from LinkedIn Lead Gen Forms, while the action will send the WhatsApp message through Pabbly Chatflow.

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3. Setting Up LinkedIn Lead Gen Forms as Trigger

To set up the trigger in Pabbly Connect, select ‘LinkedIn Lead Gen Forms’ as your trigger application. Then, choose the trigger event as ‘New Lead Gen Form Response’. This configuration allows Pabbly Connect to capture new leads generated through your LinkedIn forms automatically.

Next, click on the ‘Connect’ button to link your LinkedIn account with Pabbly Connect. You will need to log in to your LinkedIn account and authorize the connection. After authorization, select the account and the specific lead form you want to use.

• Click on ‘Save and Send Test Request’ to check if the connection is working.
• Generate a test lead using your LinkedIn form to verify data capture.

Once the test lead is generated, you will see the lead details in the response section. This confirms that Pabbly Connect is successfully capturing leads from LinkedIn Lead Gen Forms.

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4. Sending WhatsApp Messages Using Pabbly Chatflow

After setting up the trigger, the next step involves using Pabbly Chatflow to send WhatsApp messages to the captured leads. First, ensure your Pabbly Chatflow account is connected to your WhatsApp Cloud API account. This integration is crucial for sending messages directly to your leads.

In Pabbly Chatflow, create a message template that you will use for sending WhatsApp messages. Navigate to the templates section, click on ‘Add New Template’, and fill in the required fields such as template name, category, and body of the message.

Select the template category as ‘Marketing’. Include dynamic variables in the message body for personalization.

Once your template is created, you can set it up in your Pabbly Connect workflow to send messages to the leads captured from LinkedIn Lead Gen Forms.

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5. Finalizing the Workflow and Testing

To finalize your workflow in Pabbly Connect, set the action application to Pabbly Chatflow and select the action event as ‘Send Message’. Connect your Pabbly Chatflow account by entering the API token from your account settings.

Now, fill in the required fields such as destination (lead’s phone number) and body (message template). Make sure to map the data from the previous step to ensure the correct lead information is used in the message.

Test the workflow by clicking on ‘Save and Send Test Request’. Check the inbox in Pabbly Chatflow to confirm message delivery.

By following these steps, you will have successfully automated the process of sending WhatsApp messages to leads generated through LinkedIn Lead Gen Forms using Pabbly Connect and Pabbly Chatflow.

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Conclusion

This tutorial demonstrated how to send WhatsApp messages to LinkedIn Lead Gen Forms leads using Pabbly Connect. By automating this process, you can efficiently engage with your leads and enhance your communication strategy.

Learn how to integrate Tally Forms with Discord using Pabbly Connect for automated notifications on form submissions. Follow our step-by-step guide. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Tally Forms submissions to a Discord channel, the first step is to access Pabbly Connect. This powerful automation tool allows users to integrate various applications seamlessly. Start by searching for Pabbly Connect in your browser and navigate to the official landing page.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can click on ‘Sign In’ to access their dashboard. After logging in, select the option to access Pabbly Connect to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button, where you will be prompted to name your workflow and choose a folder for organization. Name your workflow something descriptive, like ‘Send Tally Forms Submissions to Discord’ and select the appropriate folder.

• Click on ‘Create’ to proceed.
• You will be taken to the workflow window where you can set up your trigger and action.

In this window, you will define the trigger application. Select Tally Forms as your trigger application and set the trigger event to ‘New Response’. This means that every time a new form submission is received, the workflow will be activated, allowing you to send notifications to Discord.

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3. Setting Up Tally Forms with Pabbly Connect

To connect Tally Forms with Pabbly Connect, you need to copy the generated webhook URL. This URL will be used to link Tally Forms to your workflow. After copying the URL, log in to your Tally account and navigate to the form you want to integrate.

In Tally, go to the ‘Integrations’ tab, select ‘Webhooks’, and paste the copied webhook URL into the provided field. Click on ‘Connect’ to finalize the integration. This step establishes a connection between Tally Forms and Pabbly Connect, allowing form submissions to trigger actions in Discord.

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4. Configuring Discord to Receive Notifications

Once Tally Forms is integrated with Pabbly Connect, the next step is to set up Discord. In your workflow, add an action step and select Discord as the action application. Choose the action event ‘Send Channel Message (Markdown)’ to send formatted messages to your Discord channel.

• Click on ‘Connect’ to link your Discord account.
• Follow the prompts to generate a new webhook URL from your Discord server settings.

Paste the Discord webhook URL into Pabbly Connect. Then, customize the message format by mapping the response fields from Tally Forms to the Discord message. This allows for dynamic messages that include the name, email, and course details from each submission.

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5. Testing the Integration

After setting up everything, it’s time to test the integration. Submit a test response through your Tally form. Upon submission, Pabbly Connect should capture the response and send a notification to the specified Discord channel. Check your Discord to confirm that the message appears as expected.

If the message is received, congratulations! Your integration between Tally Forms and Discord via Pabbly Connect is successful. This automation will now run in the background, ensuring your team is notified of new submissions without any manual effort.

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Conclusion

In this tutorial, we explored how to send Tally Forms submissions to Discord using Pabbly Connect. By following the steps outlined, you can automate notifications for your team, ensuring they stay updated on potential client inquiries efficiently.

Learn how to automate WhatsApp messages for Instamojo payments using Pabbly Connect and Pabbly Connect with this detailed step-by-step tutorial. 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 Integration

To start automating WhatsApp messages using Pabbly Connect, first, open your web browser and navigate to the Pabbly Connect website. Here, you will find options to either sign in or sign up for a free account.

As an existing user, click on the ‘Sign In’ button. Once logged in, you will be directed to the Pabbly dashboard where you can access all Pabbly applications including Pabbly Chatflow and Pabbly Connect. Click on Pabbly Connect to begin setting up your automation.

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2. Creating a Workflow in Pabbly Connect

After accessing 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 as ‘Send WhatsApp Messages on Instamojo Payment’ and save it in the automations folder.

• Name your workflow appropriately.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Once created, you will see the workflow window, which is crucial as it allows you to set up the trigger and action for your automation. The trigger will be set to Instamojo, indicating when a payment is made, while the action will involve sending a WhatsApp message through Pabbly Chatflow.

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3. Setting Up the Trigger with Instamojo

In this section, you will set up the trigger by selecting Instamojo as the application. Search for Instamojo in the trigger application section and select it. Choose the trigger event as ‘New Sale’ to initiate the workflow whenever a payment is made.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as you will need to configure it in your Instamojo account. This URL will allow Instamojo to send payment data to your Pabbly Connect workflow.

• Select ‘New Sale’ as the trigger event.
• Copy the generated webhook URL for later use.
• Ensure the workflow is set to wait for a response.

Next, log into your Instamojo account, navigate to the product settings, and paste the copied webhook URL into the appropriate section for webhooks. Save these settings to establish the connection between Instamojo and Pabbly Connect.

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4. Sending WhatsApp Messages via Pabbly Chatflow

With the webhook configured, the next step is to set up the action to send WhatsApp messages through Pabbly Chatflow. In your Pabbly Connect workflow, choose Pabbly Chatflow as the action application. Select the action event as ‘Send Message’ to enable the sending of WhatsApp messages.

To connect Pabbly Chatflow with Pabbly Connect, you will need to enter your API token from your Chatflow account. This token can be found in your Chatflow settings. Paste the token in the designated field and save the connection to proceed.

Select ‘Send Message’ as the action event. Paste your Chatflow API token to establish the connection. Map the necessary fields for the WhatsApp message.

During this setup, ensure that you map the customer’s phone number and the message body correctly. You can use variables to personalize the message, such as including the customer’s name. This personalization enhances the customer experience and makes communication more effective.

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5. Testing Your Workflow

Once you have configured both the trigger and action, it’s time to test your workflow. Perform a test transaction on Instamojo to simulate a payment. After completing the payment, Pabbly Connect should receive the webhook response and trigger the action to send a WhatsApp message through Pabbly Chatflow.

Check your Pabbly Chatflow inbox to confirm that the message was sent successfully. If everything is set up correctly, you will see the automated message reflecting the details of the payment confirmation sent to the customer.

Complete a test payment on Instamojo. Verify that the WhatsApp message is received in your Chatflow inbox. Ensure all details in the message are accurate and personalized.

With successful testing, your automation is fully functional. From now on, whenever a payment is made through Instamojo, a personalized WhatsApp message will be sent automatically, keeping your customers informed and engaged.

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Conclusion

In this tutorial, you learned how to automate WhatsApp messages for Instamojo payments using Pabbly Connect and Pabbly Chatflow. This integration allows for seamless communication with customers, enhancing their experience and streamlining your business operations. By following these steps, you can set up automated messaging that saves time and improves customer engagement.

Learn how to automate Mailgun member creation from Typeform submissions using Pabbly Connect with this step-by-step guide. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the creation of Mailgun members from Typeform submissions, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage by typing the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which will provide you with 100 free tasks every month to explore the platform.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation.

• Name your workflow, for example, ‘Create Mailgun Member on Typeform Submission.’
• Select the appropriate folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is where you define what event starts the workflow, while the Action specifies what happens when that event occurs.

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3. Integrating Typeform as the Trigger Application

In this step, you will set Typeform as the trigger application in your Pabbly Connect workflow. Select Typeform from the list of applications.

Next, choose the trigger event as ‘New Entry’. This means that every time a new form submission is made in Typeform, it will trigger the workflow. To connect Typeform with Pabbly Connect, click on the ‘Connect’ button and select ‘Add New Connection’.

• You will need to log in to your Typeform account to authorize the connection.
• Select the specific form you want to connect, such as your ‘Inquiry Form.’

Once you have selected the form, click on ‘Save and Send Test Request.’ This will allow Pabbly Connect to capture the response from the Typeform submission, confirming that the connection is successful.

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4. Integrating Mailgun as the Action Application

Now that Typeform is set as the trigger, it’s time to integrate Mailgun as the action application in Pabbly Connect. Select Mailgun from the list of applications and choose the action event as ‘Create Mailing List Member.’

To establish the connection, click on ‘Connect’ and then ‘Add New Connection.’ You will need to enter your Mailgun API details including:

API Key Mailgun Domain Mailgun Host

After entering these details, click on ‘Save’ to create the connection. This allows Pabbly Connect to automatically add new leads from Typeform submissions to your Mailgun mailing list.

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5. Finalizing Your Integration and Testing

With both Typeform and Mailgun connected through Pabbly Connect, it’s time to finalize the integration. You will need to specify the list in Mailgun where new members will be added. Ensure the list is created in Mailgun before mapping it in Pabbly Connect.

Map the fields from Typeform to Mailgun, ensuring that the email address and name fields are correctly matched. Click on ‘Save and Send Test Request’ to test the integration. If successful, you will see the new member added to your Mailgun list.

To ensure everything works correctly, submit another form through Typeform and check Mailgun to see if the new lead is added automatically. This confirms that your automation is functioning as intended, allowing you to manage leads effortlessly through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the creation of Mailgun members from Typeform submissions using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance your marketing efforts efficiently.

Learn how to add or update Zoho Campaigns subscribers on Contact Form 7 submission using Pabbly Connect. Follow this detailed tutorial step-by-step. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

Pabbly Connect is the central platform for integrating Zoho Campaigns with Contact Form 7. To start, visit the Pabbly Connect homepage and sign in or create a free account. This automation tool allows seamless connections between various applications, ensuring your subscriber list stays updated automatically. using Pabbly Connect

Once logged in, you will see the dashboard where you can manage your workflows. To create a new integration, click on the ‘Create Workflow’ button located at the top right corner. This will enable you to set up the automation that connects your Contact Form 7 submissions to Zoho Campaigns.

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2. Setting Up Your Workflow in Pabbly Connect

In this section, we will create a workflow specifically designed to add or update subscribers in Zoho Campaigns based on Contact Form 7 submissions. Begin by naming your workflow as ‘Add or Update Zoho Campaign Subscriber on Contact Form 7 Submission’. You can choose a folder to save your workflow, which helps in organizing your automations. using Pabbly Connect

• Click on the ‘Create’ button to finalize your workflow setup.
• Select ‘Contact Form 7’ as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.

This setup ensures that every time a new form is submitted, Pabbly Connect captures the data and triggers the next action in the workflow. This automation simplifies the process of managing your email marketing efforts effectively.

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3. Connecting Contact Form 7 with Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, you will need to utilize the webhook URL generated by Pabbly. Copy this URL and navigate to your WordPress dashboard where Contact Form 7 is installed. Open the specific form you want to connect. using Pabbly Connect

• Go to the Webhooks section of your Contact Form 7 settings.
• Paste the copied webhook URL into the designated field.
• Save your changes to finalize the connection.

This step is crucial as it allows Pabbly Connect to receive form submission data whenever a user submits the form. After saving, you should see a message indicating that the webhook is now active and waiting for a response.

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4. Configuring Zoho Campaigns in Pabbly Connect

Once your Contact Form 7 is connected, the next step is to configure Zoho Campaigns within Pabbly Connect. Select Zoho Campaigns as your action application and choose the action event as ‘Add or Update Subscriber’. This action will automatically add new subscribers to your Zoho Campaigns account based on form submissions. using Pabbly Connect

You will need to connect your Zoho Campaigns account by providing the domain associated with your account. After entering the domain, Pabbly Connect will request access to your account. Grant the necessary permissions to establish the connection.

Next, select the specific list in Zoho Campaigns where new subscribers should be added. Map the fields from your Contact Form 7 submission to the corresponding fields in Zoho Campaigns. This mapping ensures that the data collected from the form is accurately transferred to your email marketing list.

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5. Testing Your Integration and Finalizing Setup

After configuring the integration between Contact Form 7 and Zoho Campaigns via Pabbly Connect, it’s time to test the workflow. Make a test submission on your Contact Form 7, ensuring to fill out all required fields. using Pabbly Connect

Once submitted, check your Zoho Campaigns account to confirm that the new subscriber appears in the selected list. If the subscriber does not appear immediately, remember that Zoho Campaigns may require email confirmation for new subscribers.

By following these steps, you have successfully set up an automation that adds or updates subscribers in Zoho Campaigns whenever there is a new submission in Contact Form 7, all thanks to Pabbly Connect. This integration enhances your email marketing strategy by keeping your subscriber list current and accurate.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Zoho Campaigns with Contact Form 7. By following these steps, you can automate subscriber updates efficiently, ensuring your email marketing efforts are always up-to-date.

Learn how to automate lead creation in LeadSquared from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial 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. Access Pabbly Connect to Start Automation

To create leads in LeadSquared from Contact Form 7 submissions, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website where you can sign in or sign up for a free account.

Once you are logged in, you will see various applications offered by Pabbly. Click on Pabbly Connect to start your automation workflow. This platform is essential for integrating different applications without requiring any programming knowledge.

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2. Create a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow, such as ‘Create LeadSquared Lead on Contact Form 7 Submission’ and select a folder to save it.

• Click the ‘Create’ button to finalize your workflow name and settings.
• This opens the workflow window where you will define triggers and actions.

In this window, you will set the trigger application as Contact Form 7. This step is crucial as it initiates the workflow whenever a new form submission occurs.

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3. Setting Up the Trigger with Contact Form 7

For the trigger application, search for and select Contact Form 7. Choose the trigger event as ‘New Form Submission’. This tells Pabbly Connect to start the workflow whenever someone submits a form.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting your Contact Form 7 to Pabbly Connect. Copy this URL as you will need it in the next steps.

• Install and activate the Contact Form 7 plugin in your WordPress dashboard.
• Edit the specific form you want to connect and navigate to the webhook section.
• Check the ‘Send to Webhook’ checkbox and paste the copied webhook URL.

After saving these settings, your Contact Form 7 is now linked to Pabbly Connect, ready to send data whenever a form is submitted.

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4. Setting Up Action to Create Lead in LeadSquared

Now that your trigger is set up, it’s time to configure the action step in Pabbly Connect. For the action application, search for and select LeadSquared. Choose the action event as ‘Create or Update Lead’.

Click on the connect button to link your LeadSquared account with Pabbly Connect. You may need to enter your API access key, secret key, and API host to establish this connection.

Log into your LeadSquared account and navigate to the API and Webhooks section to find these keys. Copy the API host and paste it into Pabbly Connect. Copy the access key and secret key and paste them in the respective fields in Pabbly Connect.

After successfully connecting your LeadSquared account, you can now map the details received from the trigger to the fields required in LeadSquared.

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5. Mapping Details from Contact Form 7 to LeadSquared

The final step is to map the details from the Contact Form 7 submission to the LeadSquared fields. You will see fields for first name, last name, email, and phone number in Pabbly Connect.

Instead of entering this information manually, use the mapping feature to dynamically pull data from the previous step. This ensures that each new submission updates the corresponding fields in LeadSquared automatically.

Map the first and last names by splitting the full name if necessary. Ensure all required fields are filled out to avoid errors during submission.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works. You should see a confirmation that a new lead has been created in your LeadSquared account. This automation will now run in the background, ensuring that no lead is missed.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of leads in LeadSquared from Contact Form 7 submissions. This integration saves time and ensures that all potential leads are captured efficiently. By following these steps, you can streamline your lead management process and enhance your customer follow-up capabilities.

Learn how to automate the creation of Zoho CRM leads and ActiveCampaign contacts from Elementor form submissions using Pabbly Connect. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To create a seamless workflow for generating Zoho CRM leads and ActiveCampaign contacts from Elementor form submissions, the first step is to set up Pabbly Connect. This automation platform allows you to integrate various applications effortlessly.

Begin by signing up for a free Pabbly Connect account. Once your account is created, navigate to the dashboard. Here, you will need to create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Elementor to Zoho CRM and ActiveCampaign’. After naming, select the appropriate folder for your Pabbly Connect account and click ‘Create’.

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2. Connecting Elementor Form to Pabbly Connect

Next, it’s crucial to connect your Elementor form to Pabbly Connect. This connection will allow Pabbly to capture form submissions automatically. Start by selecting the trigger application; in this case, search for ‘Elementor’ and select it.

• Choose the trigger event as ‘New Form Submission’.
• Pabbly Connect will provide a webhook URL.
• Copy the webhook URL and navigate to your Elementor form settings.

In Elementor, edit your form and go to the ‘Actions After Submit’ section. Add a new action by selecting ‘Webhook’ and paste the copied URL. After saving these settings, your Elementor form will be connected to Pabbly Connect, ready to send data upon submission.

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3. Creating a Lead in Zoho CRM

Once your Elementor form is connected, the next step involves creating a lead in Zoho CRM using Pabbly Connect. In the Pabbly Connect workflow, add an action step and choose ‘Zoho CRM’ as the app.

Select the action event as ‘Insert or Update Record’. Click on ‘Connect’ and then add a new connection. You will need to enter your Zoho CRM domain, which can be found in your Zoho account URL. After entering your domain, click ‘Save’ to establish the connection.

• Choose the module name as ‘Leads’.
• Map the fields from the Elementor form responses to the corresponding fields in Zoho CRM.
• Set the duplicate check field to ‘Email’ to manage existing leads.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This will create a lead in Zoho CRM based on the information submitted through your Elementor form.

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4. Adding Contact to ActiveCampaign

The final step is to add the same lead as a contact in ActiveCampaign through Pabbly Connect. Add another action step in your workflow and select ‘ActiveCampaign’.

Choose the action event ‘Create or Update Contact’ and connect your ActiveCampaign account. You will need to provide your API key and URL, which can be found in the ActiveCampaign settings under the Developer section.

Map the contact fields such as email, first name, and last name from the Elementor form responses. Select the contact list where you want to add the new contact. Click on ‘Save and Send Test Request’ to create the contact in ActiveCampaign.

After completing these steps, you will have successfully added a new contact in ActiveCampaign using the details from your Elementor form submission.

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5. Testing the Automation Workflow

Now that your workflow is set up, it’s time to test the entire automation process using Pabbly Connect. Submit a new entry through your Elementor form to see if the data flows into both Zoho CRM and ActiveCampaign.

After submitting the form, check your Zoho CRM leads section to confirm that the new lead appears with the correct information. Similarly, verify in ActiveCampaign that the new contact has been created successfully with all mapped details.

This testing phase ensures that your automation is functioning correctly and that every form submission results in a lead in Zoho CRM and a contact in ActiveCampaign. If everything works as expected, your automation is ready for regular use!

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of leads in Zoho CRM and contacts in ActiveCampaign from Elementor form submissions. By following these steps, you can streamline your lead management process effectively.

Utilizing Pabbly Connect not only saves time but also ensures that your data flows seamlessly between applications, enhancing your overall productivity.

Learn how to use Pabbly Connect to send automated WhatsApp messages to your Instagram Lead Ads leads. Step-by-step tutorial included. 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 Instagram Lead Ads

To send WhatsApp messages to your Instagram Lead Ads leads, you first need to set up Pabbly Connect. This integration platform is crucial for automating the process of sending messages based on lead submissions. Start by visiting the Pabbly Connect homepage and signing in or signing up for a free account.

After logging in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Send WhatsApp Message to Instagram Lead Ads Lead’ and select the appropriate folder to save it. This setup is essential for organizing your automation processes.

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2. Connecting Instagram Lead Ads with Pabbly Connect

Next, you need to connect your Instagram Lead Ads to Pabbly Connect. In the workflow setup, select Instagram Lead Ads as your trigger application. This action will allow Pabbly Connect to listen for new leads generated through your Instagram ads.

• Choose the trigger event as ‘New Lead Instant’.
• Connect your Instagram account to Pabbly Connect by selecting the appropriate Facebook page.
• Select the lead form you created for your Instagram ads.

Once you have selected your Facebook page and lead form, click on ‘Save and Send Test Request’. This step will ensure that Pabbly Connect can successfully capture new leads from your Instagram ads, laying the groundwork for sending WhatsApp messages.

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3. Sending WhatsApp Messages Using Pabbly Chatflow

After setting up the trigger, the next step is to send automated WhatsApp messages using Pabbly Chatflow. This tool allows you to create dynamic chat flows that can engage leads instantly. First, ensure that your Pabbly Chatflow account is properly configured with your WhatsApp number.

To do this, navigate to your Pabbly Chatflow dashboard and click on ‘Add WhatsApp Number’. You will need to enter your WhatsApp Business Account ID, Access Token, and Phone Number ID, which you can obtain by setting up your WhatsApp Cloud API account in the Meta for Developers portal. Once these details are added, your WhatsApp number will be linked to Pabbly Chatflow.

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4. Finalizing the Integration and Testing

With both Pabbly Connect and Pabbly Chatflow set up, you can finalize the integration. In your workflow, select Pabbly Chatflow as the action application. Choose the action event as ‘Send CURL Request’. This configuration allows you to send a WhatsApp message whenever a new lead is captured from Instagram.

• Map the lead’s phone number and name in the CURL request body.
• Use dynamic variables to personalize the message for each lead.
• Test the integration by sending a sample WhatsApp message.

Once the test is successful, your integration is complete. Pabbly Connect will automatically send WhatsApp messages to your leads as they come in, ensuring you maintain engagement with potential customers.

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5. Conclusion

In this tutorial, we explored how to utilize Pabbly Connect to send automated WhatsApp messages to leads generated from Instagram Lead Ads. By integrating these platforms, businesses can streamline their communication and enhance lead engagement effectively. This automation saves time and helps maintain a personalized connection with potential customers.

Using Pabbly Connect and Pabbly Chatflow together allows for seamless workflow automation, ensuring that no lead goes unattended. Start implementing this integration today to boost your business performance!

Learn how to automate adding or updating Zoho Campaigns subscribers from Typeform submissions using Pabbly Connect. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating your processes, the first step is to access Pabbly Connect. This platform allows you to connect various applications seamlessly, including Zoho Campaigns and Typeform. By signing into your Pabbly Connect account, you can set up workflows that will automate the data transfer between these applications.

Once logged in, you will see the Pabbly Connect dashboard, which provides options to create new workflows. You can either click on the ‘Create Workflow’ button or explore existing workflows to understand how they function. This is crucial for setting up your integration effectively.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect involves defining a trigger and an action. The trigger for this integration will be a new form submission in Typeform, which will automatically initiate the workflow. To create the workflow, click on the ‘Create Workflow’ button and give your workflow a descriptive name, such as ‘Add or Update Zoho Campaign Subscriber on Typeform Submission’.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder to save your workflow.

After creating the workflow, you will need to set the trigger application as Typeform. This is where you specify that the workflow should activate on new entries from your Typeform forms. Once you’ve done this, you can proceed to connect your Typeform account with Pabbly Connect.

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3. Setting Up the Trigger for Typeform

In this step, you will configure the trigger in Pabbly Connect to capture new submissions from your Typeform. Select Typeform as the trigger application and the trigger event as ‘New Entry’. This means that every time a new form submission is made, Pabbly Connect will capture this data.

To connect your Typeform account, click on ‘Connect with Typeform’. You will be prompted to authorize Pabbly Connect to access your Typeform data. Once authorized, select the specific form you want to use for this integration. After selecting the form, click on ‘Save and Send Test Request’ to ensure that the connection is working properly.

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4. Configuring the Action to Update Zoho Campaigns

After setting up the trigger, the next step is to define the action that will occur in Zoho Campaigns when a new submission is received. In this case, you will select Zoho Campaigns as the action application and choose the action event as ‘Add or Update Subscriber’. This setup allows you to automatically add or update subscribers based on the information received from Typeform submissions. using Pabbly Connect

To connect to Zoho Campaigns, click on ‘Connect with Zoho Campaigns’ and enter your domain. After entering the domain, authorize the connection. Once connected, select the specific list where you want to add the new subscriber. You will then map the fields from your Typeform submission to the corresponding fields in Zoho Campaigns.

• Select the list for new subscribers.
• Map the email, first name, and last name fields from Typeform.
• Submit the test request to verify the integration.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a confirmation email to the new subscriber, who must confirm their subscription to be added to your Zoho Campaigns list.

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5. Finalizing the Integration and Confirming Subscription

Once you have completed all the steps in Pabbly Connect, your integration between Typeform and Zoho Campaigns is set up. When a new form submission occurs, the details will automatically be added or updated in your Zoho Campaigns account. This automation saves you time and ensures your email list is always current.

To finalize the process, the new subscriber must confirm their subscription via the email sent by Zoho Campaigns. Once they click the confirmation link, they will be successfully added to your email list. You can check your Zoho Campaigns account to see the new subscriber reflected there.

This integration not only streamlines your workflow but also enhances your engagement with your audience by ensuring timely communication. Using Pabbly Connect makes managing your subscriber list effortless and efficient.

Conclusion

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

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Learn how to send automated WhatsApp messages to IndiaMART leads for event planning using Pabbly Connect. Follow this step-by-step 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. Introduction to Pabbly Connect for Event Planning

Pabbly Connect is an automation platform that enables seamless integration between various applications, making it ideal for event planning. In this tutorial, we will explore how to send automated WhatsApp messages to leads from IndiaMART using Pabbly Connect. This integration ensures that potential clients receive immediate communication without any manual intervention.

By leveraging Pabbly Connect, businesses can streamline their lead management process. This tutorial will guide you through the setup, ensuring that every inquiry received from IndiaMART triggers an automated WhatsApp message efficiently.

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2. Setting Up Pabbly Connect for Your Workflow

To begin, access the Pabbly Connect platform by visiting the official website. If you are a new user, you can sign up for free and receive 100 automation tasks monthly. Existing users can simply log in to their accounts. After logging in, navigate to the dashboard and click on the ‘Create a Workflow’ button. using Pabbly Connect

• Click on ‘Create a Workflow’.
• Name your workflow, e.g., ‘Send WhatsApp Message to IndiaMART Leads’.
• Select an appropriate folder to save the workflow.

Once you have created the workflow, you will be directed to the workflow window. This is where you will set up the trigger and action for your automation. Remember, the trigger signifies when the action will occur, and in this case, it will be when a new lead is captured from IndiaMART.

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3. Connecting IndiaMART to Pabbly Connect

In this step, you will select IndiaMART as your trigger application within Pabbly Connect. Search for IndiaMART and select it as your trigger app. The next step is to choose the trigger event, which should be set to ‘New Lead Captured’. Upon selection, Pabbly Connect will provide you with a webhook URL.

Copy the webhook URL and log into your IndiaMART account. Navigate to the Lead Manager section and follow these steps:

• Click on the three dots and select ‘Import/Export Leads’.
• Choose ‘Push API’ from the options.
• Set the source to ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL in the ‘Webhook Listener URL’ field.

After saving the details, you will be prompted to generate an OTP for verification. Once you enter the OTP, the integration will be live. This connection effectively links your IndiaMART account with Pabbly Connect, allowing for automatic lead capture.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that your IndiaMART account is connected, the next step is to set up the action to send WhatsApp messages. For this, select ‘WhatsApp Cloud API’ as your action application within Pabbly Connect. Choose the action event as ‘Send Template Message’ and proceed to connect your WhatsApp Cloud API account.

If you haven’t connected your WhatsApp account yet, you will need to provide a token, phone number ID, and WhatsApp Business Account ID. You can find detailed instructions by clicking on the ‘Learn More’ link provided. After obtaining these details, paste them into the respective fields in Pabbly Connect.

Select the template name for your message. Map the recipient’s mobile number from the previous response. Customize the message body to include personalized elements.

After mapping all the required fields, click on ‘Save and Send Test Request’. This action will trigger a test message to ensure everything is set up correctly. Upon successful completion, you will see the automated WhatsApp message sent to your lead.

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5. Conclusion: Automate Your Lead Communication with Pabbly Connect

In this tutorial, we successfully demonstrated how to automate WhatsApp messages to IndiaMART leads for event planning using Pabbly Connect. By following these steps, you can ensure that every inquiry is promptly addressed, enhancing your business’s communication efficiency.

With Pabbly Connect, you can automate various workflows, saving time and improving customer engagement. This integration not only streamlines your lead management process but also allows you to focus on delivering exceptional event planning services.

If you have any questions regarding this setup or need further assistance, feel free to reach out. Automate your workflows today with Pabbly Connect and take your business to the next level!