Author: Nitin Maheshwari

Learn how to automate the addition of IndiaMART leads to Salesforce for newspaper advertising agencies 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. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, start by accessing Pabbly Connect. This automation platform streamlines the process of connecting various applications without any coding knowledge.

Open your web browser and navigate to the Pabbly Connect landing page. Here, you will find options to sign in or sign up for free. If you are a new user, you can sign up to receive 100 tasks free every month. For existing users, click on the sign-in button to access your account.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will need to name your workflow and select a folder to save it in.

• Name your workflow: ‘How to Add IndiaMART Leads to Salesforce for Newspaper Advertising Agencies’.
• Select the folder: Choose the ‘Automations’ folder.

After filling in these details, click on ‘Create’. This will take you to the workflow window where you can set up the trigger and action for your automation.

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3. Setting Up Trigger and Action in Pabbly Connect

In the workflow window of Pabbly Connect, the first step is to set up the trigger. For this integration, you will select IndiaMART as your trigger application. This means that whenever a new lead is captured on IndiaMART, the workflow will be triggered.

Search for IndiaMART and select it. Then choose the trigger event as ‘New Lead Captured’. Upon selecting this, you will receive a Webhook URL. This URL is crucial as it will connect your IndiaMART account to Pabbly Connect.

• Copy the Webhook URL provided.
• Log into your IndiaMART account and navigate to the Lead Manager section.

Follow the instructions in the Lead Manager to paste the Webhook URL, allowing Pabbly Connect to receive data from IndiaMART.

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4. Configuring IndiaMART to Salesforce Integration

After setting up the trigger in Pabbly Connect, you will now configure the action to send data to Salesforce. In the action application, select Salesforce. This will allow you to create a new lead in Salesforce whenever a new lead is generated in IndiaMART.

Choose the action event as ‘Create Lead’. If you have not connected your Salesforce account yet, click on ‘Connect New’ and allow Pabbly Connect to access your Salesforce account. This ensures that your data remains secure while automating the lead creation process.

Map the fields from your IndiaMART lead to the corresponding fields in Salesforce. Ensure to include details such as Name, Company, Phone Number, and Lead Source.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should see a confirmation message indicating that a new lead has been created in Salesforce.

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5. Testing and Finalizing the Integration

To finalize the integration process in Pabbly Connect, you need to test the setup to ensure everything is functioning as expected. After saving your workflow, try submitting a test lead through IndiaMART.

Check your Salesforce account for the new lead entry. The lead should reflect the details you entered in IndiaMART. This confirms that the workflow is operational and that leads are being transferred automatically.

With the integration established, you can now manage leads more efficiently. Whenever a new lead comes in through IndiaMART, it will automatically be added to Salesforce, eliminating the need for manual entry and reducing errors.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that every inquiry is captured seamlessly and efficiently.

Learn how to automate WhatsApp messages on Systeme.io form submissions using Pabbly Connect and Pabbly Connect in this detailed step-by-step 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 Integration

To send WhatsApp messages on Systeme.io form submission, we will utilize Pabbly Connect. Start by signing into your Pabbly Connect account. If you’re a new user, you can sign up for a free account that offers 100 free tasks each month.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to begin creating your workflow. This platform will serve as the automation solution that links Systeme.io with WhatsApp.

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2. Creating a Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow as ‘Send WhatsApp Message on Systeme.io Form Submission’.
• Select a folder to save your workflow, for example, ‘Pabbly Chatflow Automations’.

After entering the name and selecting the folder, click the ‘Create’ button. Your workflow will now be created, and you will see two sections: Trigger and Action. The trigger will initiate the workflow when a form submission occurs.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Systeme.io’ as the trigger application. This is essential because we want to capture the details when a new form submission occurs. Choose the trigger event as ‘Subscribe to a Form’.

Next, you will be provided with a webhook URL by Pabbly Connect. Copy this URL as you will need it to link Systeme.io with Pabbly Connect. Log into your Systeme.io account and navigate to the settings of your form.

• Go to the ‘Automation’ section in Systeme.io.
• Create a new workflow and select the trigger as ‘Form Subscribed’.
• Paste the copied webhook URL from Pabbly Connect into the corresponding field.

Once you have set up the trigger, you can test it by submitting the form to ensure that the data is captured by Pabbly Connect.

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4. Setting Up the Action Step to Send WhatsApp Messages

After configuring the trigger, it’s time to set up the action step in Pabbly Connect. Select ‘Pabbly Chatflow’ as the action application and choose the action event as ‘Send Request’. This is where the WhatsApp message will be sent to your lead.

To connect your Pabbly Chatflow account, you will need to enter your API token. You can find this token in your Pabbly Chatflow settings. Once you have entered the API token, click on the ‘Save’ button to establish the connection.

Map the mobile number of the lead captured in the previous step. Select the message template you created in Pabbly Chatflow for sending messages. Make sure to include any dynamic variables, such as the lead’s name, in the message template.

After setting up the action step, click on ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. You can verify this by checking the inbox in your Pabbly Chatflow account.

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Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages upon form submissions in Systeme.io using Pabbly Connect and Pabbly Chatflow. By following these steps, you can enhance customer engagement and streamline communication without manual effort. This integration not only saves time but also ensures that your leads receive timely responses.

Learn how to automate the process of creating Salesforce leads from WooCommerce orders using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To begin the process of integrating Salesforce with WooCommerce using Pabbly Connect, first, access the platform by visiting the official Pabbly Connect website. If you are a new user, you can sign up for free, which allows you to explore the features with 100 free tasks per month.

After signing in, you will be directed to the dashboard where you can see existing workflows or create new ones. Click on the ‘Create Workflow’ button to start setting up the integration. Name your workflow something descriptive, like ‘Create Salesforce Lead for WooCommerce Order’ to easily identify it later.

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2. Setting Up the Trigger for WooCommerce Orders

In this section, you will set up the trigger that initiates the workflow whenever a new order is placed in WooCommerce. To do this, select WooCommerce as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Order Created’. This event will capture the necessary data whenever a new order is made.

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

Next, navigate to your WooCommerce settings in WordPress. Under the Advanced section, find the Webhooks option. Here, you will add a new webhook by pasting the copied URL and setting the status to active. This configuration allows WooCommerce to send data to Pabbly Connect whenever an order is created.

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3. Capturing Webhook Responses from WooCommerce

Once the webhook is set up, it’s crucial to test if the connection between WooCommerce and Pabbly Connect is functioning correctly. Place a test order in your WooCommerce store to generate a response. This action will allow Pabbly Connect to capture the order details.

After placing the order, return to Pabbly Connect and click on the option to recapture the webhook response. If everything is configured correctly, you should see the order details appear in Pabbly Connect’s interface. This includes customer information and order specifics, confirming that the data transfer is successful.

• Place a test order in WooCommerce.
• Return to Pabbly Connect and recapture the webhook response.
• Verify that the order details are displayed correctly.

With successful capture of the webhook response, you are now ready to set up the action step that will create a lead in Salesforce.

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4. Creating Salesforce Leads from WooCommerce Orders

Now that you have captured the order details, it’s time to create a lead in Salesforce. In Pabbly Connect, select Salesforce as the action application. Choose the action event as ‘Create Lead’. This action will take the data captured from the WooCommerce order and create a new lead in Salesforce. using Pabbly Connect

To connect Salesforce with Pabbly Connect, you will need to authorize access. Click on ‘Connect with Salesforce’ and allow Pabbly Connect to access your Salesforce account. This step ensures that the integration can successfully create leads using the data provided from WooCommerce.

Select Salesforce as the action application. Choose the action event ‘Create Lead’. Authorize Pabbly Connect to access your Salesforce account.

Once connected, you will map the fields from the WooCommerce order response to the Salesforce lead fields. This includes customer name, email, phone number, and product details. With this mapping, every new WooCommerce order will automatically create a corresponding lead in Salesforce.

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5. Testing the Integration for Successful Automation

After setting up the action step, it’s essential to test the entire integration to ensure it works seamlessly. Place another test order in WooCommerce and check if a new lead is created in Salesforce. This step confirms that the automation is functioning as intended.

Once you place the order, navigate back to Salesforce and refresh the leads section. You should see the new lead created with all the relevant information populated from the WooCommerce order. This successful test indicates that your integration using Pabbly Connect is fully operational.

By following these steps, you can easily automate the process of creating Salesforce leads from WooCommerce orders, enhancing your customer management and sales process without manual effort.

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Conclusion

In conclusion, using Pabbly Connect to automate the creation of Salesforce leads from WooCommerce orders streamlines your sales process. This integration not only saves time but also ensures accurate data transfer between platforms, improving your customer management efficiency.

Learn how to create Salesforce leads from Contact Form 7 submissions using Pabbly Connect. This step-by-step tutorial covers all necessary steps and configurations. 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 Salesforce and Contact Form 7 Integration

To create a Salesforce lead on Contact Form 7 submission, you first need to access Pabbly Connect. This automation tool allows you to seamlessly integrate different applications like Salesforce and Contact Form 7 without any coding knowledge.

Start by visiting the Pabbly Connect website. If you’re a new user, click on ‘Sign Up for Free’ to create an account. Existing users can click ‘Sign In’ to access their dashboard. Once logged in, navigate to Pabbly Connect to begin setting up your workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the lead creation process in Salesforce. Click on the ‘Create Workflow’ button in your Pabbly Connect dashboard.

• Name your workflow, for example, ‘Create Salesforce Lead on Contact Form 7 Submission’.
• Select a folder to save your workflow.

Once you have named your workflow, click on ‘Create’. This action opens the workflow window where you will set up triggers and actions. Remember, the trigger indicates when the workflow starts, while actions define what happens next.

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3. Setting Up Trigger for Contact Form 7 Submissions

For this automation, the trigger application is Contact Form 7. Search for and select Contact Form 7 as the trigger application in your Pabbly Connect workflow.

Next, select the trigger event as ‘New Form Submission’. This configuration will allow Pabbly Connect to initiate the workflow every time a new form is submitted. You will receive a webhook URL that you will use to connect Contact Form 7 with your workflow.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your WordPress dashboard and edit the specific Contact Form 7 form you want to integrate.

In the form settings, navigate to the webhook section and paste the copied URL. Make sure to check the ‘Send to Webhook’ checkbox and save your changes.

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4. Testing the Connection Between Contact Form 7 and Pabbly Connect

After setting up the webhook, you need to test the connection. Fill out the Contact Form 7 with demo details and submit it. This will send the information to Pabbly Connect for processing.

Once you submit the form, return to your Pabbly Connect dashboard. You should see that the webhook has captured the response. This confirms that the connection between Contact Form 7 and Pabbly Connect is successful.

Now, you can move on to the next step, which involves creating a new lead in Salesforce using the data captured from the form submission.

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5. Creating Salesforce Lead Using Pabbly Connect

To create a lead in Salesforce, select Salesforce as the action application in your Pabbly Connect workflow. Choose the action event as ‘Create Lead’. This will allow you to map the data from your previous step into Salesforce.

Click on ‘Connect’ and either select an existing Salesforce connection or create a new one. If creating a new connection, authorize Pabbly Connect to access your Salesforce account by allowing the necessary permissions.

Map the fields from the webhook response to the Salesforce lead fields. Ensure to map the first name, last name, email, and phone number correctly.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message. You can then check your Salesforce account to confirm that the new lead has been created successfully.

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Conclusion

With this tutorial, you have learned how to create Salesforce leads from Contact Form 7 submissions using Pabbly Connect. By automating this process, you can streamline client inquiries and save time on manual data entry. Implementing this integration enables your sales team to follow up with leads more efficiently, enhancing your business operations.

Learn how to create or update ActiveCampaign contacts on Contact Form 7 submission using Pabbly Connect in this step-by-step tutorial. 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 Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between ActiveCampaign and Contact Form 7 seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account.

Once logged in, you will see the dashboard, where you can manage all your workflows. Click on the ‘Create Workflow’ button to initiate the setup for connecting Contact Form 7 with ActiveCampaign.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that triggers when a new submission is made in Contact Form 7. Name your workflow something descriptive, like ‘Create or Update ActiveCampaign Contact on Contact Form 7 Submission’. This helps in identifying the workflow later. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Enter the workflow name and select the appropriate folder.
• Choose ‘Webhooks’ as the trigger event.

After setting up the trigger, you will need to configure the webhook URL provided by Pabbly Connect. This URL will connect your Contact Form 7 submissions to the workflow you just created.

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3. Setting Up Contact Form 7

Next, you will integrate the webhook URL into your Contact Form 7 setup. Open your WordPress dashboard and navigate to the Contact Form 7 plugin. Select the form you want to connect and click on the edit option. using Pabbly Connect

In the form settings, scroll down to find the ‘Webhook’ section. Here, paste the webhook URL you copied from Pabbly Connect. This step is crucial as it allows the data from the form submission to be sent directly to Pabbly Connect.

• Access the Contact Form 7 settings.
• Locate the Webhook option and paste the URL.
• Save the changes to your form.

After saving, your Contact Form 7 is now set up to send submissions to Pabbly Connect, which will then process the data accordingly.

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4. Configuring ActiveCampaign in Pabbly Connect

Now, it’s time to configure ActiveCampaign as the action application in your Pabbly Connect workflow. Select ActiveCampaign from the list of applications and choose the action event as ‘Create or Update Contact’. using Pabbly Connect

Next, you will need to connect your ActiveCampaign account to Pabbly Connect. This involves entering your ActiveCampaign API key and URL. You can find these details in your ActiveCampaign account settings under the ‘Developer’ section.

Select ActiveCampaign as the action application. Choose ‘Create or Update Contact’ as the action event. Input your ActiveCampaign API key and URL.

Once connected, you can map the fields from Contact Form 7 to ActiveCampaign, ensuring the data flows correctly from one application to the other.

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5. Testing the Integration

After configuring both applications, it’s essential to test the integration to ensure everything works as expected. Go back to your Contact Form 7 and fill out the form with test data. Submit the form and check Pabbly Connect for the response.

If set up correctly, you should see the submission data captured in Pabbly Connect, confirming that a new contact has been created or updated in your ActiveCampaign account. This automation will save you time and streamline your workflow.

In summary, using Pabbly Connect to integrate ActiveCampaign with Contact Form 7 allows for automatic contact management, ensuring that you never miss a lead again. The process is straightforward and requires no coding skills, making it accessible for everyone.

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Conclusion

Integrating ActiveCampaign with Contact Form 7 using Pabbly Connect automates the process of creating and updating contacts. This tutorial guides you through each step to streamline your workflow effectively.

Learn how to automate the creation and updating of ActiveCampaign contacts using Wix Forms through Pabbly Connect with this step-by-step tutorial. 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 Wix Forms and ActiveCampaign Integration

To create or update an ActiveCampaign contact on Wix Forms submission, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly without any coding skills.

Start by signing into your Pabbly account. If you don’t have one, you can sign up for free and receive 100 tasks monthly. Once logged in, you will be directed to the Pabbly dashboard where you can manage your workflows.

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2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect to connect Wix Forms with ActiveCampaign. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Wix Forms to ActiveCampaign’. This name helps you identify the workflow easily later.

• Select Wix Forms as your trigger application.
• Choose the trigger event as ‘New Form Submission’.
• Connect your Wix account by providing the required credentials.

After setting up the trigger, you need to test it. Submit a sample form through your Wix Forms to ensure that Pabbly Connect captures the data correctly. This test ensures that the integration will work smoothly when you start receiving actual submissions.

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3. Setting Up ActiveCampaign as the Action Application

Now that your trigger is set up, it’s time to configure ActiveCampaign as the action application in Pabbly Connect. This step will automate the process of creating or updating contacts in ActiveCampaign based on the form submissions from Wix.

Select ActiveCampaign as your action application and choose the action event as ‘Create or Update Contact’. You will then need to connect your ActiveCampaign account by entering the API key and URL provided in your ActiveCampaign settings.

• Map the fields from Wix Forms to the corresponding fields in ActiveCampaign.
• Ensure that the email field is correctly mapped to avoid duplicates.
• Use the mapping feature in Pabbly Connect to dynamically pull data from the form submission.

Once everything is mapped correctly, save your settings and send a test request to ensure the integration works. Pabbly Connect will give you a response indicating if the contact was successfully created or updated in ActiveCampaign.

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4. Activating the Integration and Testing

After successfully setting up both Wix Forms and ActiveCampaign in Pabbly Connect, the next step is to activate the integration. Click on the ‘Activate’ button to enable your workflow. This allows Pabbly Connect to listen for new submissions in your Wix Forms.

To test the integration, submit another form on your Wix site and check if the contact appears in your ActiveCampaign account. This step is crucial to ensure that all data is flowing correctly through Pabbly Connect.

Make sure to refresh your ActiveCampaign dashboard to see the newly created or updated contact. If everything works as expected, your integration is now complete, and you can automate your lead management process effectively.

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5. Conclusion

In this tutorial, we have demonstrated how to create or update ActiveCampaign contacts using Wix Forms submissions through Pabbly Connect. By following these steps, you can automate your lead collection process efficiently.

Pabbly Connect simplifies the integration between these applications, allowing you to focus on growing your business rather than managing manual data entry.

Now you can seamlessly manage your leads and ensure that your ActiveCampaign account is always up to date with the latest submissions from your Wix Forms.

Learn how to automate WhatsApp messages for Razorpay payments using Pabbly Connect and Pabbly Connect in this comprehensive tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect to Automate WhatsApp Messages

To start sending WhatsApp messages upon Razorpay payment using Pabbly Connect, first, you need to access the platform. Open your browser and navigate to Pabbly Connect’s website. If you are a new user, click on ‘Sign Up for Free’ to create an account, which gives you access to a limited number of tasks every month.

For existing users, simply click on ‘Sign In’ and log into your account. Once inside, you’ll see a dashboard with various Pabbly applications, including Pabbly Chatflow, which will be used later in this integration. Now, click on ‘Create Workflow’ to begin setting up the automation.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to send WhatsApp messages when a payment is captured in Razorpay. After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Name it something descriptive, like ‘Send WhatsApp Messages on Razorpay Payment’ and choose a folder to save it in.

The workflow window will open, where you can set the trigger and action for your automation. The trigger is what initiates the workflow, while the action is the response to that trigger. Select Razorpay as the trigger application, and then choose ‘Payment Captured’ as the trigger event.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the provided Webhook URL for integration.

Now that the trigger is set, you need to integrate Razorpay with Pabbly Connect by pasting the Webhook URL into your Razorpay account under the Webhooks settings. This establishes the connection necessary for automation.

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3. Testing the Integration with Razorpay

To ensure that the integration between Razorpay and Pabbly Connect is successful, you need to perform a test payment. Navigate to your Razorpay account and select the payment page you want to test. Complete a test transaction by entering customer details and making a payment.

After the payment is made, return to your Pabbly Connect workflow. You should see that it has captured the payment details as a response. This includes the order ID, customer name, and other relevant information. If everything is set up correctly, your workflow is now ready to send WhatsApp messages automatically.

• Perform a test payment to trigger the workflow.
• Check Pabbly Connect for captured payment details.
• Ensure the workflow is ready for automation.

With the test payment completed, Pabbly Connect has successfully captured the necessary data, and you are one step closer to sending automated WhatsApp messages.

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4. Setting Up Pabbly Chatflow for WhatsApp Messaging

Next, you will configure Pabbly Chatflow to send the WhatsApp messages. First, you need to add a WhatsApp number in your Chatflow account. Click on ‘Add WhatsApp Number’ and enter the required details, including the Access Token and WhatsApp Business Account ID.

After adding the WhatsApp number, create a message template that will be sent to customers. In your Chatflow dashboard, navigate to the template section and click on ‘Add New Template’. Fill in the necessary fields, including the template name and message body. Use placeholders for dynamic data like customer name and order ID.

Add your WhatsApp number in Pabbly Chatflow. Create a new message template for order confirmations. Include variables for personalized messages.

Once your template is created, ensure it is approved in the Chatflow system. This template will be used in your workflow to send automated messages to customers when payments are captured through Razorpay, facilitated by Pabbly Connect.

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5. Finalizing the Automation Workflow

To finalize your automation, return to your Pabbly Connect workflow and add an action step for Pabbly Chatflow. Select it as the action application and choose ‘Send WhatsApp Message’ as the action event. Connect your Chatflow account using the API token you obtained earlier.

In the action setup, map the fields from the Razorpay response to the Chatflow message template. This includes mapping the customer’s phone number, name, and order ID. Ensure that the destination phone number includes the country code for successful message delivery.

Add Pabbly Chatflow as the action application in your workflow. Map customer details from Razorpay to the Chatflow message. Test the workflow to ensure messages are sent correctly.

With everything set up, your automation is complete. Now, every time a payment is captured in Razorpay, Pabbly Connect will trigger the workflow and send a WhatsApp message to the customer automatically, streamlining your communication process.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages on Razorpay payment using Pabbly Connect and Pabbly Chatflow. By following these steps, you can automate your customer communication effectively, saving time and enhancing customer experience. Automating your WhatsApp messages not only improves efficiency but also ensures timely updates for your customers.

Learn how to automate the enrollment of ThriveCart Learn users from Google Ads leads using Pabbly Connect in this detailed tutorial. 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 Google Ads Integration

To start automating the enrollment of ThriveCart Learn users from Google Ads leads, you need to access Pabbly Connect. Go to the Pabbly Connect homepage by typing in the URL in your browser. If you are a new user, click on the ‘Sign Up Free’ option to create an account and receive 300 tasks every month. Existing users should click on ‘Sign In’ to access their dashboards.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow to integrate Google Ads with ThriveCart Learn. Click on the ‘Create Workflow’ button located at the top right corner. This step is crucial as it sets the foundation for automating the lead enrollment process.

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2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow as ‘Enroll ThriveCart Learn User for Google Ads Lead’. You can choose a folder to save your workflow; for instance, select the folder named ‘Automations’. If you need to create a new folder, click on the ‘Learn More’ link for instructions.

• Click on the ‘Create’ button to proceed.
• Set up the trigger by selecting Google Ads as your trigger application.
• Choose ‘New Lead Form Entry’ as the trigger event.

This setup allows Pabbly Connect to detect new leads generated through Google Ads, which will automate the enrollment process in ThriveCart Learn.

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3. Setting Up Google Ads Trigger in Pabbly Connect

After selecting the trigger event, Pabbly Connect provides you with a webhook URL. Copy this URL as it will be used to connect your Google Ads account. Log into your Google Ads account and create a new lead form under your test campaign.

When creating your lead form, ensure you include fields such as First Name, Last Name, Email, Phone Number, and City. Under the lead delivery options, select ‘Webhook Integration’ and paste the copied webhook URL. Enter a key name (e.g., ‘Test’) and click the ‘Send Test Data’ button to send a test response to Pabbly Connect.

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4. Connecting ThriveCart Learn with Pabbly Connect

Now that you have set up the Google Ads trigger, the next step is to connect your ThriveCart Learn account. In the action step of your workflow, select ThriveCart Learn as the action application and choose ‘Create a New Student’ as the action event. This integration allows Pabbly Connect to automatically enroll new leads as students in your ThriveCart Learn account.

To establish this connection, click on ‘Connect’ and choose to create a new connection. You will need to enter an API token from your ThriveCart Learn account. Navigate to your ThriveCart Learn settings, create a new API key, and copy it. Paste the API key in Pabbly Connect and click ‘Save’ to finalize the connection.

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5. Finalizing the Integration and Testing

With the connection established, you will now map the data from the Google Ads lead form to the ThriveCart Learn enrollment fields. Map the email address, course ID, and student name from the test response received in the previous steps. This ensures that every new lead is automatically enrolled in the correct course.

• Enter the course ID by editing your course in ThriveCart Learn and copying it from the URL.
• Click on ‘Save and Send Test Request’ to complete the setup.

This action will create a new student in your ThriveCart Learn account based on the lead generated from Google Ads, effectively automating your enrollment process through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the enrollment of ThriveCart Learn users from Google Ads leads using Pabbly Connect. By setting up a workflow with triggers and actions, you can streamline your lead management process and enhance customer engagement effectively.

Learn how to automate Instagram Lead Ads leads into Flowlu contacts using Pabbly Connect. Step-by-step guide for seamless integration. 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 create Instagram Lead Ads leads as Flowlu contacts, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the website, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account, which allows you 100 tasks free each month. For existing users, simply click on ‘Sign In’ to access your dashboard.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the plus icon to create a new workflow. In this step, you will need to name your workflow. For this integration, we will name it ‘Create Instagram Leads as Flowlu Contact’. using Pabbly Connect

• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

Once you click ‘Create’, two boxes will appear: one for the trigger and another for the action. The trigger is the event that starts the workflow, and the action is what happens as a result of the trigger.

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3. Setting Up the Trigger for Instagram Lead Ads

In this integration, we will set up Instagram Lead Ads as the trigger. Click on the trigger box and select Instagram from the dropdown menu. You will then need to select the event as ‘New Lead’. This means that every time there is a new lead from your Instagram, this workflow will be triggered. using Pabbly Connect

• Connect your Instagram account by clicking on ‘Connect’.
• Authorize Pabbly Connect to access your Instagram account.

Once connected, you will be prompted to select the Facebook page associated with your Instagram account and the lead form you wish to use. Make sure to select the correct form that collects the leads you want to integrate into Flowlu.

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4. Setting Up the Action to Create Flowlu Contacts

Next, you will set up the action to create a contact in Flowlu. Click on the action box and select Flowlu from the dropdown. You will then choose the action event as ‘Create Contact’. This action will create a new contact in Flowlu every time a new lead is captured from Instagram. using Pabbly Connect

To connect Flowlu, you will need to enter your API key and account URL. You can find these details in your Flowlu account settings. After entering the required details, click ‘Connect’. Once connected, map the fields from your Instagram lead form to the corresponding fields in Flowlu, such as first name, last name, email, and phone number.

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5. Testing and Activating Your Workflow

Now that you have set up the trigger and action, it is time to test the workflow. Click on ‘Save and Send Test Request’ to ensure that the integration works correctly. If the test is successful, you will see the response in your Pabbly Connect dashboard. using Pabbly Connect

Finally, activate your workflow by clicking on the toggle switch at the top right corner. This will ensure that your workflow runs automatically every time a new lead is generated from your Instagram Lead Ads.

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Conclusion

By using Pabbly Connect, you can seamlessly integrate Instagram Lead Ads with Flowlu, automating the process of creating contacts. This integration enhances your lead management and ensures no potential customer is missed.

Learn how to create a Pipedrive person from Wix Forms submissions using Pabbly Connect. Follow our 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. Introduction to Pabbly Connect for Wix Forms Integration

In this tutorial, we will learn how to integrate Wix Forms with Pipedrive using Pabbly Connect. This automation allows you to create a new person in Pipedrive every time there is a new form submission in Wix Forms. This process streamlines lead management and ensures that no inquiries are missed.

Pabbly Connect acts as the central hub for this integration, facilitating seamless communication between Wix Forms and Pipedrive. By automating this process, you can efficiently track and manage your leads without manual intervention.

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2. Setting Up Pabbly Connect for Your Workflow

To start, you need to sign up or log in to your Pabbly Connect account. Navigate to the dashboard, where you will create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the screen.

• Select a name for your workflow, e.g., ‘Create Pipedrive Person on Wix Form Submission’.
• Choose a folder to save your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to proceed.

After creating your workflow, you will set up a trigger. Select Wix Forms as your trigger application and choose the event ‘New Form Submission’. This will ensure that every new submission in your Wix Forms will trigger the workflow.

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3. Connecting Wix Forms to Pabbly Connect

Once you have set up the trigger in Pabbly Connect, you will receive a webhook URL. This URL is essential for connecting your Wix Forms to the workflow. Copy this URL and go to your Wix Forms account.

In Wix Forms, navigate to the Automations section and create a new automation. Choose the option to start from scratch, and name your automation ‘New Form Submission’. Set the trigger to Wix Forms and select the form you want to connect. Paste the webhook URL from Pabbly Connect into the Target URL field.

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4. Testing Your Integration with Pabbly Connect

After setting up the webhook in Wix Forms, it’s time to test your integration. Go back to your Wix Forms and submit a test entry. Fill in the required fields such as first name, last name, email, and phone number, then hit the submit button.

Once the form is submitted, return to Pabbly Connect and check if the webhook received the response. You should see the details of the submission, confirming that the integration is working correctly. If the response is successful, you are ready to proceed to the next step.

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5. Creating a Person in Pipedrive via Pabbly Connect

The final step in this integration is to set up the action in Pabbly Connect. Select Pipedrive as the action application and choose the event ‘Create Person’. This action will automatically create a new person in your Pipedrive account for every new form submission.

To connect Pipedrive with Pabbly Connect, you will need to enter your API token from your Pipedrive account. After entering the API token, map the fields from your Wix Forms submission to the corresponding fields in Pipedrive, such as first name, last name, email, and phone number. Once all details are mapped, save the settings and test the action.

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Conclusion

In conclusion, using Pabbly Connect to integrate Wix Forms with Pipedrive allows you to automate the creation of new contacts seamlessly. This integration not only saves time but also enhances your lead management process. By following the steps outlined in this tutorial, you can ensure that every inquiry is promptly added to your Pipedrive CRM, streamlining your sales efforts.