Author: Nitin Maheshwari

Learn how to automate the process of creating or updating GoHighLevel contacts from Wix Forms submissions using Pabbly Connect with this detailed tutorial. 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 integrate Wix Forms with GoHighLevel, the first step is to access Pabbly Connect. This platform allows you to automate workflows efficiently. Begin by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free, which provides you with 100 free tasks each month.

Once logged in, you will see the dashboard where all applications are listed. Click on the ‘Access Now’ button under Pabbly Connect to start creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear asking for the workflow name and folder selection. Name your workflow as ‘Create or Update GoHighLevel Contact on Wix Form Submission’.

• Select a folder to save your workflow, such as ‘GoHighLevel Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger defines what starts the workflow, while the action defines what happens as a result.

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3. Setting Up the Trigger for Wix Forms

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Wix Forms’ as your trigger application. For the trigger event, choose ‘New Form Submission’. This will ensure that every time a form is submitted, Pabbly Connect captures the data.

To establish a connection between Wix Forms and Pabbly Connect, you will need to copy the webhook URL provided by Pabbly. Log into your Wix account and navigate to the automation section to create a new automation.

• Select the ‘Automations’ option from the left panel.
• Click on ‘New Automation’ and choose ‘Start from Scratch’.

Set the trigger to ‘Form Submitted’ and select your specific form. After setting this up, activate the automation to start capturing submissions.

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4. Configuring the Action to Create or Update Contacts

After setting up the trigger, the next step is to configure the action using Pabbly Connect. Select ‘Lead Connector V2’ as your action application, which corresponds to GoHighLevel. For the action event, choose ‘Create or Update a Contact’.

Click the ‘Connect’ button to establish a connection with GoHighLevel. You will be prompted to select the account you have created in Pabbly Connect. After connecting, you will need to map the data from the Wix Forms submission to the appropriate fields in GoHighLevel.

Map the first name, last name, email, and phone number from the previous step. Add a description for the contact, such as ‘New Lead’.

Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button to ensure that the contact is created successfully in your GoHighLevel account.

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5. Testing the Integration and Finalizing

Now that you have set up both the trigger and action, it’s time to test the integration using Pabbly Connect. Go back to your Wix Forms and submit a test form with sample data. This step is crucial to ensure that the connection between Wix Forms and GoHighLevel via Pabbly Connect is working properly.

After submitting the test form, return to Pabbly Connect to check if the webhook response has been captured. You should see the details of the form submission reflected in the workflow.

Verify that the contact has been added to your GoHighLevel account. Check the details such as first name, last name, email, and phone number.

Once confirmed, your integration is complete! You have successfully automated the process of creating or updating GoHighLevel contacts from Wix Forms submissions using Pabbly Connect.

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Conclusion

In summary, this tutorial demonstrated how to automate the creation or updating of GoHighLevel contacts from Wix Forms submissions using Pabbly Connect. By following the steps outlined, you can streamline your lead management process, ensuring you never miss a follow-up opportunity.

Learn how to send WhatsApp messages to IndiaMART leads using Pabbly Connect for your UI/UX agency. Step-by-step guide with detailed instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for IndiaMART Leads

To send WhatsApp messages to IndiaMART leads, the first step is accessing Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account and get started with 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows. To create a new integration, click on the ‘Create New’ button. This will allow you to set up a workflow that connects IndiaMART with WhatsApp through Pabbly Connect.

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2. Creating a Workflow for WhatsApp Messages

After initiating a new workflow in Pabbly Connect, you will need to set a trigger. The trigger here is when a new lead is received from IndiaMART. Select the trigger event as ‘New Lead’ from the dropdown menu.

• Select ‘IndiaMART’ as the application.
• Choose the trigger event as ‘New Lead’.
• Click on ‘Save and Continue’ to proceed.

Next, you will have to connect your IndiaMART account with Pabbly Connect. This involves providing the necessary API credentials, which act as a bridge between these two platforms. After entering the required details, click on ‘Save’ to finalize the connection.

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3. Sending WhatsApp Messages Automatically

Once your trigger is set up and connected, the next step is to configure the action that sends a WhatsApp message. Choose ‘WhatsApp’ as the action application in Pabbly Connect. Then, select the action event as ‘Send Message’.

In this section, you will need to fill in several details about the WhatsApp message you want to send. This includes selecting the message template and mapping the lead’s information from IndiaMART. Ensure that you input the correct phone number and customize your message as needed.

• Select the message template you created previously.
• Map the recipient’s phone number from the lead’s data.
• Customize the message body with dynamic content.

After filling in these details, click on ‘Save and Send Test Request’ to verify that the message is sent successfully. This ensures that your integration is working correctly.

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4. Testing the Integration

To ensure everything is functioning properly, it’s crucial to test your Pabbly Connect integration. This involves simulating a lead submission from IndiaMART. Open your IndiaMART account and submit a test inquiry to your agency.

Once you submit the inquiry, return to Pabbly Connect and check if the test lead was captured successfully. If the lead appears in the workflow, it indicates that the connection has been established. You can now confirm that the WhatsApp message is sent as expected.

Make sure to monitor the responses in both IndiaMART and WhatsApp to ensure seamless communication. If everything works well, your integration is now complete!

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5. Conclusion

In this tutorial, we covered how to send WhatsApp messages to IndiaMART leads using Pabbly Connect. By following the steps outlined, you can automate your communication process effectively. This integration not only streamlines your workflow but also enhances your agency’s responsiveness to potential clients.

Utilizing Pabbly Connect allows you to focus on growing your UI/UX agency while maintaining excellent customer service through timely WhatsApp messages. Start automating your lead responses today!

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Learn how to integrate IndiaMART leads with Salesforce for your transport and shipping business using Pabbly Connect in this detailed 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. Access Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce, start by accessing Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free, which allows you to create 100 tasks monthly.

Once logged in, you will be taken to the dashboard. Here, you can see all your workflows. Create a new workflow by naming it ‘Add IndiaMART Leads to Salesforce’. This workflow will automate the process of adding new leads from IndiaMART to your Salesforce account.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select IndiaMART as your trigger application. This means whenever a new lead or inquiry is created in IndiaMART, it will trigger the workflow. Choose the appropriate trigger event to capture this action.

• Select the trigger event as ‘New Lead’.
• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the IndiaMART account settings under API integration.

After setting up the webhook, test the connection to ensure that a new lead can be captured successfully. This step confirms that your Pabbly Connect is correctly receiving data from IndiaMART.

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3. Setting Up the Action in Salesforce

Now, it’s time to set up the action event in Pabbly Connect to add the captured leads to Salesforce. Select Salesforce as your action application. Choose the action event as ‘Create Lead’. This step will ensure that every new inquiry from IndiaMART is automatically added to your Salesforce account.

Connect your Salesforce account by authorizing Pabbly Connect. You will need to provide your Salesforce credentials to allow Pabbly Connect to create leads on your behalf. After successful authorization, proceed to map the fields from the IndiaMART lead to the corresponding fields in Salesforce.

• Map fields such as Name, Email, and Phone Number.
• Ensure that the Lead Source is set to ‘IndiaMART’ for better tracking.

After mapping the fields, save the configuration. This setup will automate the addition of leads to Salesforce, streamlining your transport and shipping business operations.

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4. Testing the Integration

With the setup complete, it’s crucial to test the integration using Pabbly Connect. Go back to your IndiaMART account and create a new lead. This step will trigger the workflow you set up in Pabbly Connect.

Check your Salesforce account to see if the new lead appears as expected. If everything is configured correctly, you should see the lead details populated in Salesforce. This testing phase is essential to ensure that the automation works seamlessly and that no leads are missed.

In case the lead does not appear in Salesforce, revisit your Pabbly Connect workflow. Check the trigger and action settings to ensure everything is properly configured. This troubleshooting will help you identify any issues and rectify them promptly.

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5. Conclusion

In conclusion, integrating IndiaMART leads with Salesforce using Pabbly Connect is a straightforward process that can significantly enhance your transport and shipping business. By automating lead capture, you save time and reduce the chances of manual errors.

With the steps outlined above, you can easily set up this integration and start receiving inquiries directly into your Salesforce account. This automation will allow you to focus more on your business operations and less on manual data entry.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances your overall efficiency in managing leads and inquiries.

Learn how to automate the creation of Mailgun subscribers from LinkedIn Lead Gen Forms using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 create a Mailgun subscriber from LinkedIn Lead Gen Forms leads, you first need to access Pabbly Connect. Navigate to the Pabbly Connect website, where you can either sign in or create a free account.

Once signed in, you will see the Pabbly Connect dashboard. This is where you will set up your automation workflow. Click on the ‘Create Workflow’ button to start your integration process.

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2. Creating a New Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the lead capture process. After clicking on ‘Create Workflow’, a dialog box will appear asking for a workflow name and a folder selection.

• Name your workflow as ‘Create Mailgun Subscriber from LinkedIn Lead Gen Forms Leads’.
• Select the folder where you want to save this workflow, such as ‘LinkedIn Leads Automations’.

After filling in these details, click the ‘Create’ button to establish your workflow. This setup is crucial for linking LinkedIn Lead Gen Forms with Mailgun through Pabbly Connect.

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3. Setting Up the Trigger with LinkedIn Lead Gen Forms

The next step involves setting up the trigger in your Pabbly Connect workflow. For this, select ‘LinkedIn Lead Gen Forms’ as your trigger application. This allows Pabbly Connect to capture leads generated through LinkedIn.

• Choose the trigger event as ‘New Lead Gen Form Response’.
• Click on the ‘Connect’ button to link your LinkedIn account.

Authorize the connection and select your LinkedIn account and the specific lead form you created. Once done, test the connection by generating a test lead through your LinkedIn form, ensuring that Pabbly Connect captures the response correctly.

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4. Setting Up the Action to Create a Subscriber in Mailgun

After successfully setting the trigger, the next step in Pabbly Connect is to set up the action. Select ‘Mailgun’ as your action application, and for the action event, choose ‘New Mailing List Member’.

Click on the ‘Connect’ button to link your Mailgun account. Provide your Mailgun API key, host, and domain name as requested.

Once connected, select the mailing list where you want to add the subscriber. Map the email address and other required fields from the LinkedIn lead form response. This ensures that every new lead is automatically added to your Mailgun subscriber list through Pabbly Connect.

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5. Testing the Automation for Successful Integration

To confirm that your integration is working, test the automation set up in Pabbly Connect. After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This action will create a subscriber in your Mailgun account.

Check your Mailgun account to verify that the new subscriber has been added successfully. If everything is set up correctly, you should see the test lead appear in your mailing list, confirming that Pabbly Connect has successfully automated the process.

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Conclusion

In this tutorial, we explored how to create a Mailgun subscriber from LinkedIn Lead Gen Forms leads using Pabbly Connect. By automating this process, you can efficiently manage your email campaigns and engage with potential clients seamlessly.

Learn how to automate WhatsApp messages for Google Forms submissions using Pabbly Connect and 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. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages for Google Forms submissions, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are new, you can sign up for free and get 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button in the top right corner. Here, you will name your workflow, such as ‘Send WhatsApp Message on Google Form Submission using Pabbly Chatflow’ and select a folder to save it in. After that, click on the ‘Create’ button to proceed.

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2. Setting Up the Trigger with Google Forms

The next step involves setting up the trigger in Pabbly Connect using Google Forms. Choose Google Forms as your trigger application and select the event as ‘New Response Received’. This setup ensures that every time a new form submission occurs, it triggers the workflow.

• Select Google Forms as the trigger application.
• Set the trigger event to ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Next, open your Google Form and go to the Responses section. Click on ‘Link to Sheets’ to connect your form responses to a Google Sheet. Create a new spreadsheet to capture the responses. This setup allows Pabbly Connect to receive data from Google Forms seamlessly.

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3. Connecting Google Sheets to Pabbly Connect

Now that you have linked your Google Forms to a spreadsheet, the next step is to connect this spreadsheet to Pabbly Connect. In the Google Sheets menu, go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install the add-on if you haven’t already done so.

Once installed, return to Extensions and select Pabbly Connect Webhooks. Click on ‘Initial Setup’ and paste the webhook URL you copied earlier. For the trigger column, specify the column where the final data will be added, usually the last column. Click on the ‘Submit’ button to finalize the setup.

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4. Testing the Integration

With the setup complete, it’s time to test the integration. Go back to your Google Form and click on the preview button to fill out a test submission. After entering the details, click the ‘Submit’ button. This action should trigger the workflow in Pabbly Connect and capture the response.

• Fill in the test submission details in the Google Form.
• Check the Pabbly Connect dashboard for the captured response.
• Ensure the trigger column reflects the new data.

If the response is captured successfully, this means your Google Forms is now connected to Pabbly Connect and ready to send WhatsApp messages.

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5. Sending WhatsApp Messages Using Pabbly Chatflow

To send WhatsApp messages, you will need to set up Pabbly Chatflow as the action application in your workflow. Select Pabbly Chatflow and choose the action event as ‘Send CURL Request’. Connect your Pabbly Chatflow account by entering the required token from your Chatflow settings. using Pabbly Connect

After connecting, you need to specify the body of the message that will be sent. Use the message template you created in Pabbly Chatflow, which includes variables for personalization. Map the phone number and other relevant details from the Google Forms submission to ensure the message is tailored for each lead.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages for Google Forms submissions using Pabbly Connect and Pabbly Chatflow. By following these steps, you can enhance customer engagement and streamline your communication process. With Pabbly Connect, integrating different applications has never been easier.

Learn how to automate user enrollment from Wix Forms to TagMango using Pabbly Connect. Step-by-step tutorial with detailed instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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Introduction to Pabbly Connect for Wix Forms Integration

Pabbly Connect is a powerful automation tool that allows you to seamlessly integrate different applications, including Wix Forms and TagMango. In this tutorial, we will explore how to enroll a new user in TagMango whenever a form submission is received through Wix Forms. This integration saves time and enhances user experience by automating the enrollment process. using Pabbly Connect

To begin, access Pabbly Connect by visiting their website. Once there, you can either sign in if you are an existing user or sign up for a free account to start automating your workflows. After logging in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.

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Creating a Workflow in Pabbly Connect

To set up the integration, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow something descriptive, like ‘Enroll TagMango User on Wix Form Submission.’ This name will help you identify the workflow later. using Pabbly Connect

Next, select a folder to organize your workflow. You can create a new folder or choose an existing one. Once you have named your workflow and selected a folder, click the ‘Create’ button to proceed. This action will lead you to the workflow editor where you can define the trigger and action for your automation.

• Name your workflow appropriately.
• Select a relevant folder for organization.
• Click ‘Create’ to start building your automation.

Now that you have created the workflow, it’s time to set up the trigger. In the workflow editor, you will see options to define the trigger and action. This is where Pabbly Connect shines by allowing you to set up triggers based on specific events.

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Setting Up the Trigger with Wix Forms

For this integration, select Wix Forms as your trigger application. Choose the trigger event as ‘New Form Submission.’ This means that every time a new form submission is made on your Wix Form, Pabbly Connect will capture the response and initiate the workflow. using Pabbly Connect

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as you will need to paste it into your Wix Forms automation settings. This is a critical step as it establishes the connection between Wix Forms and Pabbly Connect.

• Select ‘Wix Forms’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for use in Wix Forms.

Now, navigate to your Wix Forms account, and under the automations section, create a new automation. Set the trigger to ‘Form Submitted’ and paste the webhook URL into the target URL field. This step ensures that every new submission triggers the workflow created in Pabbly Connect.

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Connecting TagMango to Pabbly Connect

After setting up the trigger, it’s time to add the action step to your workflow. For this, select TagMango as your action application. Choose the action event as ‘Enroll User.’ This action will automatically enroll the user who submits the form on your Wix Forms into your TagMango account. using Pabbly Connect

To connect TagMango with Pabbly Connect, you will need to enter your API key from your TagMango account. This key allows Pabbly Connect to communicate with TagMango and perform the enrollment action. Once you have entered the API key, click on the ‘Save’ button to establish the connection.

Select ‘TagMango’ as the action application. Choose ‘Enroll User’ as the action event. Enter your API key to connect TagMango with Pabbly Connect.

Once the connection is established, you will need to map the data fields from the Wix Forms submission to the corresponding fields in TagMango. This mapping ensures that the correct user information is sent to TagMango during the enrollment process.

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Testing the Integration with Pabbly Connect

With the workflow fully set up, it’s time to test the integration. Go back to your Wix Forms and perform a test submission using dummy data. This step allows you to see if the automation works correctly and if the user is enrolled in TagMango. using Pabbly Connect

After submitting the form, check your TagMango account to verify if the new user has been successfully enrolled. If everything is set up correctly, you should see the new user’s details reflected in your TagMango account. This confirmation indicates that Pabbly Connect has successfully facilitated the integration between Wix Forms and TagMango.

Perform a test submission on Wix Forms. Check TagMango for the new user enrollment. Ensure all details are correct and reflect the submission.

Once confirmed, you can be assured that the integration is working seamlessly, allowing you to automate user enrollment efficiently.

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Conclusion on Pabbly Connect Integration

In this tutorial, we explored how to automate user enrollment in TagMango using Pabbly Connect when a new form submission is received from Wix Forms. By following these steps, you can enhance your workflow efficiency and improve user experience for your online courses.

Pabbly Connect serves as the central platform for this integration, ensuring that your applications work together seamlessly. With just a few steps, you can automate processes that save you time and effort, allowing you to focus on growing your business.

Learn how to send automated WhatsApp messages on Tally Forms submission using Pabbly Connect and WhatsApp Cloud API in this detailed tutorial. 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

Pabbly Connect is the central platform for automating WhatsApp messages upon Tally Forms submission. To begin, navigate to the Pabbly Connect homepage and log in or sign up for an account. New users can sign up for free and explore the features available.

Once logged in, the dashboard will display various applications. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. This action initiates the setup process for connecting Tally Forms with WhatsApp Cloud API through Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

To set up the automation, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner and name your workflow appropriately, such as ‘Send Automated WhatsApp Message on Tally Forms Submission using WhatsApp Cloud API’.

• Select a folder to organize your workflow.
• Understand the trigger and action principles: Trigger indicates when the automation starts, and Action specifies what happens next.
• Proceed to set up your trigger application as Tally Forms.

By selecting Tally Forms as the trigger, you will set the event to capture new form submissions. This is where Pabbly Connect begins to automate the message sending process.

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3. Configuring the Trigger for Tally Forms

After creating the workflow, the next step is to configure the trigger in Pabbly Connect. Select Tally Forms as your trigger application and choose the event ‘New Response’. This ensures that every new form submission will trigger the automation.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL and navigate to your Tally Forms account. In the Tally Forms dashboard, open the form you want to integrate, click on ‘Integrations’, and select ‘Webhooks’. Paste the webhook URL into the endpoint URL field and click ‘Connect’.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

With the trigger configured, you will now set up the action to send automated messages via WhatsApp Cloud API using Pabbly Connect. In the action step, select WhatsApp Cloud API as your action application and choose the action event ‘Test Send Template Message’.

To connect your WhatsApp Cloud API, click on ‘Connect’ and enter your access token, phone number ID, and WhatsApp business account ID. These credentials are essential for establishing a connection between Pabbly Connect and WhatsApp Cloud API.

• Obtain the access token from your WhatsApp Cloud API setup.
• Ensure your WhatsApp Cloud API account is set up correctly.
• Map the phone number from the Tally Forms submission to send messages dynamically.

This step effectively connects Tally Forms submissions with WhatsApp messages, ensuring seamless communication facilitated by Pabbly Connect.

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5. Testing the Integration and Finalizing Setup

After configuring the WhatsApp Cloud API, it’s time to test the integration. Go back to your Tally Forms and perform a test submission. Once the form is submitted, check the Pabbly Connect workflow to see if the response is captured correctly.

If successful, you will see the details of the form submission in Pabbly Connect. Now, finalize the WhatsApp message by selecting the template you created earlier. Ensure to map the variables correctly, such as the name of the lead, to personalize the message.

Once everything is set, click ‘Save and Send Test Request’. You should receive an automated WhatsApp message confirming the form submission. This completes the integration process, showcasing how Pabbly Connect efficiently connects Tally Forms with WhatsApp Cloud API.

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Conclusion

In this tutorial, we explored how to send automated WhatsApp messages using Pabbly Connect on Tally Forms submission through WhatsApp Cloud API. By following the detailed steps, you can enhance customer engagement and streamline communication efficiently.

Learn how to automate invoice creation in Zoho Books from Wix Forms submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Zoho Books invoice automatically from Wix Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in. If you are a new user, sign up for a free account which gives you access to 100 tasks per month.

Once logged in, you will be directed to your dashboard. From there, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Create Zoho Books Invoice on Wix Forms Submission’. After naming your workflow, click on the ‘Create’ button to proceed to the workflow setup.

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2. Setting Up the Trigger with Wix Forms

The next step involves setting up the trigger for your workflow using Pabbly Connect. In this case, the trigger application is Wix Forms. Select Wix Forms from the application list and choose the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new form is submitted.

• Select Wix Forms as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided Webhook URL for later use.

After copying the Webhook URL, log in to your Wix account, navigate to the Automations section, and create a new automation. Paste the copied Webhook URL and activate the automation. This setup allows Pabbly Connect to receive data from Wix Forms submissions seamlessly.

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3. Capturing Form Submission Data in Pabbly Connect

After setting up the trigger, the next step is to test the connection by submitting a form through Wix Forms. Fill out the form with test data, such as your name and email, and submit it. Once submitted, Pabbly Connect will capture this data as a response in the workflow.

To confirm that the data has been captured successfully, return to your Pabbly Connect workflow. You should see the test submission details reflected in the workflow. This step is crucial as it verifies that the integration between Wix Forms and Pabbly Connect is functioning correctly.

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4. Creating a Zoho Books Invoice

Now that you have captured the form submission data, the next step is to create an invoice in Zoho Books using Pabbly Connect. For this, select Zoho Books as the action application and choose ‘Create Contact’ as the action event. This is necessary because you need a contact in Zoho Books to generate an invoice.

• Select Zoho Books as the action application.
• Choose ‘Create Contact’ as the action event.
• Map the required fields from the Wix Forms submission to create the contact.

Once you have mapped the fields such as name, email, and phone number, click on ‘Save and Send Test Request’. If the contact is created successfully, you can proceed to create the invoice. Select ‘Create Sales Invoice’ as the next action event in Zoho Books, and map the relevant details from the previous steps to complete the invoice creation process.

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5. Conclusion: Automate Your Invoicing with Pabbly Connect

By following these steps, you can automate the process of creating invoices in Zoho Books from Wix Forms submissions using Pabbly Connect. This integration not only saves time but also minimizes manual effort, allowing you to focus on other important aspects of your business.

With Pabbly Connect, you can streamline your invoicing process and ensure that every form submission results in an accurate invoice creation in Zoho Books. This automation is perfect for any business looking to enhance efficiency and accuracy in their invoicing system.

Learn how to integrate LinkedIn Lead Gen Forms with Brevo using Pabbly Connect to automate your lead management process seamlessly. 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 LinkedIn Lead Gen Forms Integration

To integrate LinkedIn Lead Gen Forms with Brevo, start by accessing Pabbly Connect. Open your browser and search for ‘Pabbly.com/connect’ to reach the Pabbly Connect landing page. Here, you will find options to either sign in or sign up for free.

If you are an existing user, click on the ‘Sign In’ button. Once logged in, you will see all the tools offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard and begin creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the blue button that says ‘Create Workflow’. You will be prompted to enter a name for your workflow and choose a folder for organization. Name your workflow something descriptive, like ‘Create or Update Brevo Contact from LinkedIn Lead Gen Forms’. using Pabbly Connect

• Click on ‘Create’ to set up your workflow.
• You will be directed to the workflow window, where you can set triggers and actions.

This is the core of your automation setup, where you will define the trigger from LinkedIn Lead Gen Forms and the action to create or update a contact in Brevo.

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3. Setting Up the Trigger with LinkedIn Lead Gen Forms

To set up the trigger, select ‘LinkedIn Lead Gen Forms’ as your trigger application. You will then need to choose the trigger event, which is ‘New Lead Form Response’. This will initiate the workflow whenever a new lead is captured. using Pabbly Connect

Next, click on ‘Connect’ to establish a connection with your LinkedIn account. If you have not connected your LinkedIn account before, click on ‘Add New Connection’. You will be prompted to log in to your LinkedIn account and authorize Pabbly Connect.

• Select your LinkedIn Ads account and the specific lead form you want to use.
• Click ‘Save and Send Test Request’ to capture the latest response from your LinkedIn Lead Gen Forms.

Remember, LinkedIn Lead Gen Forms operate on a polling basis, meaning it may take up to 10 minutes to check for new data. Ensure you perform a test submission to capture the desired response.

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4. Setting Up the Action to Create or Update Brevo Contact

After successfully capturing the response from LinkedIn, the next step is to set up the action in Pabbly Connect. Search for and select ‘Brevo’ as your action application. Choose the action event as ‘Create or Update Contact’. This will allow you to either create a new contact or update an existing one based on the lead information. using Pabbly Connect

Click on ‘Connect’ to establish a connection with your Brevo account. If you haven’t connected before, you will need to enter your API key and domain from your Brevo account. Follow the prompts to generate your API key and paste it into Pabbly Connect.

Map the email address, first name, and last name from the LinkedIn response to the corresponding fields in Brevo. Ensure all required fields are filled out correctly.

After mapping the necessary fields, click ‘Save and Send Test Request’ to confirm that the contact is created or updated successfully in Brevo.

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5. Finalizing the Integration and Testing

Once you have set up both the trigger and action, it’s time to finalize your integration. Review your workflow settings in Pabbly Connect to ensure everything is mapped correctly. This includes checking the email address, first name, and last name mappings.

After confirming the setup, perform a test submission through your LinkedIn Lead Gen Form. Once the test lead is submitted, Pabbly Connect will automatically capture the information and execute the workflow to create or update the contact in Brevo.

Check your Brevo account to verify that the new contact appears in your list. This automation runs in the background, ensuring your contact list is always up to date.

With this setup, you can now manage your leads efficiently without manual intervention, thanks to Pabbly Connect’s seamless integration capabilities.

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Conclusion

In this tutorial, we explored how to create or update a Brevo contact from LinkedIn Lead Gen Forms using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that no potential customer slips through the cracks. Utilize Pabbly Connect to streamline your workflows and enhance your marketing efforts.

Learn how to seamlessly integrate Paperform with SendGrid using Pabbly Connect for automatic contact updates on form submissions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Paperform with SendGrid, you first need to access Pabbly Connect. This platform is essential for automating workflows between applications without any coding skills. Open your browser and search for Pabbly Connect, then navigate to the landing page.

Once on the Pabbly Connect page, you have two options: sign in if you already have an account or sign up for free if you are a new user. Signing up will give you 100 free tasks every month, which is perfect for testing the integration capabilities of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which prompts you to name your workflow. For this task, name it ‘Add or Update SendGrid Contact on Paperform Submission’ to clearly identify its purpose.

• Choose the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

This action will take you to a window where you can set up your trigger and action for the workflow. Remember, in Pabbly Connect, the trigger is the event that starts the workflow, while the action is what happens as a result.

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3. Setting Up the Trigger with Paperform

To set up your trigger, select Paperform as your trigger application within Pabbly Connect. The trigger event you need to choose is ‘New Form Submission.’ This event will be activated whenever someone submits a form through Paperform.

Next, you will connect Paperform to Pabbly Connect using a webhook URL. Copy the provided webhook URL from the Pabbly Connect interface, then navigate to your Paperform account. Here, edit your form and go to the ‘After Submission’ section, where you will find the integration options.

• Select the ‘Add Webhook’ option.
• Paste the copied webhook URL into the designated field.
• Choose ‘New Submission’ as your trigger event and click ‘Create’.

Now, your Paperform is successfully connected to Pabbly Connect, allowing it to send submission data directly to the platform.

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4. Setting Up the Action to Update SendGrid

With the trigger set, it’s time to configure the action. In Pabbly Connect, search for SendGrid as your action application. The action event you need to select is ‘Add or Update a Contact.’ This will ensure that every new form submission updates or creates a contact in your SendGrid account.

To connect SendGrid with Pabbly Connect, you will need to provide an API key. Log into your SendGrid account, navigate to the settings, and find the API keys section. Create a new API key with full access permissions and copy it.

Return to Pabbly Connect and paste the API key into the token field. Select the email list from SendGrid where the contact will be added. Map the fields from the Paperform submission to the corresponding fields in SendGrid.

Once you have mapped all necessary fields, click on the ‘Save’ button to finalize the setup. This configuration will allow Pabbly Connect to automatically update your SendGrid contacts based on the Paperform submissions.

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5. Testing the Integration

To ensure everything is working correctly, you should test the integration. Go back to your Paperform and create a test submission. Fill out the form with dummy data and submit it. This action will trigger the workflow in Pabbly Connect.

Return to Pabbly Connect and check if you received the response from the new form submission. If successful, you will see the details from your test submission. Next, verify in your SendGrid account that the contact has been added or updated with the provided information.

Navigate to the contacts section in SendGrid. Check if the new contact appears in your selected email list.

If everything looks good, you have successfully created an automation between Paperform and SendGrid using Pabbly Connect. This setup will streamline your email marketing efforts by keeping your contact list up-to-date automatically.

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Conclusion

In this tutorial, we demonstrated how to integrate Paperform with SendGrid using Pabbly Connect. By following these steps, you can automate the process of adding or updating contacts based on form submissions, enhancing your email marketing efficiency.

Utilizing Pabbly Connect for this integration allows you to focus on your core business activities while ensuring that your email list remains current and effective. Start automating today!