Author: Nitin Maheshwari

Learn how to send WhatsApp messages automatically upon Elementor form submission using Pabbly Connect and Pabbly Connect. Follow this step-by-step guide. 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

---

1. Accessing Pabbly Connect for Integration

To automate sending WhatsApp messages upon Elementor form submission, start by accessing Pabbly Connect. Type ‘Pabbly.com/connect’ in your browser to reach the homepage of Pabbly Connect.

Here, you will find 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. By signing up, you will receive 100 free tasks every month to explore the automation capabilities of Pabbly Connect.

---

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’ to start setting up your automation. Name your workflow, for instance, ‘Send WhatsApp Message on Elementor Form Submission using Pabbly Chatflow’.

Next, select a folder for organizing your workflow. Choose a relevant folder, such as ‘WhatsApp Marketing Automations’, and click ‘Create’. You will be directed to a blank workflow screen, where you will set up your trigger and action steps.

• Click on the trigger application to select it.
• Choose Elementor as your trigger application.
• Select the trigger event as ‘New Form Submission’.

After setting the trigger, you will receive a webhook URL from Pabbly Connect to use in your Elementor form settings.

---

3. Setting Up Elementor to Capture Form Submissions

In this step, you will configure your Elementor form to send data to Pabbly Connect. Open your WordPress dashboard and navigate to the Elementor form you wish to connect.

Scroll down to the ‘Actions After Submit’ section of the Elementor settings. Click on the ‘+’ icon to add a new action and select ‘Webhook’. Paste the webhook URL you received from Pabbly Connect into the Webhook URL field. After that, click ‘Publish’ to save your changes.

• Ensure Elementor is installed and activated in your WordPress site.
• Test the form by submitting a dummy response to check if Pabbly Connect captures the data.

Once the form is published, every submission will trigger the webhook and send data to Pabbly Connect.

---

4. Integrating Pabbly Chatflow for WhatsApp Messaging

Now that your form is connected to Pabbly Connect, the next step is to send WhatsApp messages using Pabbly Chatflow. Log into your Pabbly Chatflow account and set up your WhatsApp Cloud API.

In Pabbly Chatflow, add your WhatsApp number by entering the access token and the WhatsApp Business Account ID. This setup is crucial as it allows Pabbly Connect to send messages via WhatsApp.

Select ‘Send Custom Request’ as your action event in Pabbly Connect. Map the phone number and name fields from the Elementor form submission to the WhatsApp message template.

This integration allows you to send personalized WhatsApp messages to leads instantly after they submit the Elementor form, enhancing customer engagement.

---

5. Testing the Entire Integration Process

With everything set up, it’s time to test your integration. Go back to Pabbly Connect and trigger a test submission of your Elementor form. Ensure that the data is captured correctly in Pabbly Connect.

After the test submission, check Pabbly Chatflow to confirm that the WhatsApp message was sent successfully. You should see the personalized message reflecting the details entered in the form.

By following these steps, you can automate communication with your leads effectively. This process not only saves time but also improves your response rate.

---

Conclusion

In conclusion, using Pabbly Connect and Pabbly Chatflow allows you to automate WhatsApp messaging for Elementor form submissions efficiently. This integration enhances customer engagement and streamlines your lead management process.

Learn how to automate sending WhatsApp messages to Facebook Lead Ads leads 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

---

1. Accessing Pabbly Connect for Automation

To start the process of sending WhatsApp messages to Facebook Lead Ads leads, you first need to access Pabbly Connect. Open your browser and type the URL Pabbly.com/connect to reach the homepage.

Once there, you have two options: click on ‘Sign In’ if you are an existing user or ‘Sign Up for Free’ if you are new. Signing up allows you 100 free tasks every month, which is perfect for testing automation setups.

---

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can see all your existing workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, for example, ‘Send WhatsApp Message to Facebook Lead Ads’.

• Name your workflow appropriately.
• Select a relevant folder to organize your workflows.

After naming your workflow, click on ‘Create’. This will take you to a new screen with two options: Trigger and Action. The Trigger represents the event that starts the workflow, and the Action is what happens in response.

---

3. Setting Up the Trigger with Facebook Lead Ads

For this automation, the first step is to set up Facebook Lead Ads as the Trigger. Select Facebook Lead Ads from the list of applications in Pabbly Connect.

Choose the trigger event as ‘Get New Lead Instant’. This ensures that whenever a new lead is generated, the automation will be activated. Click on ‘Connect’ to establish the connection between Facebook Lead Ads and Pabbly Connect.

• Log into your Facebook account if prompted.
• Select the Facebook page associated with your ads.
• Choose the lead gen form you have created.

After setting this up, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to capture responses from your lead form.

---

4. Sending WhatsApp Messages via Pabbly Chatflow

Now that we have set up the trigger, the next step is to configure the action to send WhatsApp messages. Select Pabbly Chatflow as the action application in Pabbly Connect.

Choose the action event as ‘Send Request’. This will allow you to send messages to the leads captured from Facebook Lead Ads. Click on ‘Connect’ to build the connection.

Enter your API token from Pabbly Chatflow. Map the phone number of the lead to ensure personalized messages. Craft your message template to include variables for personalization.

Once everything is set up, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully to the new lead.

---

5. Conclusion: Automating Your Lead Communication

This tutorial has shown you how to effectively automate sending WhatsApp messages to leads generated from Facebook Lead Ads using Pabbly Connect and Pabbly Chatflow. By following the steps outlined, you can enhance your lead communication effortlessly.

Using Pabbly Connect allows you to streamline your marketing efforts and maintain timely communication with your leads. This automation not only saves time but also improves engagement with potential clients.

---

In summary, automating your lead communication with Pabbly Connect and Pabbly Chatflow can significantly enhance your business operations. Start implementing this workflow today to maximize your marketing efficiency.

Learn how to send WhatsApp messages automatically from Google Sheets using Pabbly Connect and Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To send WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for a free account.

If you are a new user, click on the Sign Up for Free button to create your account. You will receive 100 free tasks every month to explore the features of Pabbly Connect and test multiple automations. Existing users can simply click Sign In to access their accounts.

---

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the Create Workflow option. You will be prompted to name your workflow. For this tutorial, name it Send WhatsApp Message from Google Sheets Using Pabbly Chatflow Automatically.

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

Your workflow will consist of a trigger and an action. The trigger will be Google Sheets, and the action will be Pabbly Chatflow. This setup ensures that whenever a new row is added to your Google Sheets, a WhatsApp message will be sent automatically through Pabbly Chatflow.

---

3. Setting Up Google Sheets as the Trigger

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and choose the event that starts the workflow, which is when a new row is added or updated.

• Copy the webhook URL provided by Pabbly Connect.
• Open Google Sheets, navigate to Extensions, and select Add-ons.
• Search for Pabbly Connect Webhooks and install it.

After installation, go back to Pabbly Connect to paste the copied webhook URL into the Google Sheets add-on. Specify the trigger column, which is the last column containing customer details, typically the phone number column.

---

4. Configuring Pabbly Chatflow for WhatsApp Messaging

After setting up Google Sheets, the next step is to configure Pabbly Chatflow to send WhatsApp messages. In your Pabbly Connect workflow, select Pabbly Chatflow as the action application and choose the action event as Send Request.

To connect Pabbly Chatflow, you will need to enter your WhatsApp Business Account details. This includes your access token, WhatsApp Business Account ID, and phone number ID, which you can obtain from your WhatsApp Cloud API account. After entering these details, click on Add to establish the connection.

---

5. Sending WhatsApp Messages Automatically

Now that you have configured both Google Sheets and Pabbly Chatflow, it’s time to set up the message template. Create a new template in Pabbly Chatflow, specifying the category and message body. Use variables to personalize the messages for each customer. using Pabbly Connect

After your template is set up, link it with a broadcast campaign in Pabbly Chatflow. This will allow you to send messages directly from the data received from Google Sheets. Ensure that you map the customer’s phone number and name dynamically to personalize each message.

Once everything is configured, test the workflow by adding a new row in your Google Sheets. The system should automatically send a WhatsApp message to the new customer using the details provided. This integration not only saves time but also enhances customer interaction through personalized messaging.

---

Conclusion

In this tutorial, we explored how to send WhatsApp messages from Google Sheets using Pabbly Connect and Pabbly Chatflow. This automation streamlines communication with customers, ensuring that each message is personalized and timely. By following the steps outlined, you can enhance your business’s customer engagement effortlessly.

Learn how to automate the process of creating or updating SendGrid contacts on Typeform submissions using Pabbly Connect in this detailed 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

---

1. Accessing Pabbly Connect to Start Integration

To create or update SendGrid contacts on Typeform submissions, you first need to access Pabbly Connect. This powerful automation platform allows you to seamlessly integrate different applications.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks each month. Existing users should sign in to their accounts. Once logged in, navigate to the Pabbly Connect dashboard to start creating your workflow.

---

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating your tasks. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Enter a name for your workflow, such as ‘Create or Update SendGrid Contact on Typeform Submission’.
• Select a folder to save your workflow.

After naming your workflow and selecting a folder, click the ‘Create’ button. This sets up the foundation for your automation process, which will involve setting up triggers and actions using Pabbly Connect.

---

3. Setting Up Trigger for Typeform Submission

The next step involves setting up the trigger for your workflow. In Pabbly Connect, triggers initiate the automation process. Select Typeform as the trigger application and choose the event ‘New Entry’. using Pabbly Connect

Click the ‘Connect’ button to establish a connection with Typeform. If you haven’t connected Typeform before, you will need to create a new connection. Follow the prompts to authorize Pabbly Connect to access your Typeform account.

---

4. Testing the Trigger and Capturing Responses

After establishing the connection, select the specific form you created in Typeform to capture responses. For instance, if your form is named ‘Contact Us Form’, choose it from the dropdown menu.

• Submit a test entry in your Typeform to ensure the connection works.
• Check Pabbly Connect to see if the response has been captured successfully.

This step verifies that your Typeform is correctly linked to Pabbly Connect, and the data is flowing through as expected.

---

5. Setting Up Action to Create or Update SendGrid Contact

With the trigger successfully set up, you can now configure the action step to create or update a contact in SendGrid. Select SendGrid as the action application and choose the event ‘Add or Update Contact’.

To connect SendGrid, click the ‘Connect’ button and enter your API key from your SendGrid account. This key allows Pabbly Connect to manage your contacts in SendGrid effectively.

Once connected, map the fields from the Typeform submission to the corresponding fields in SendGrid, such as email, first name, and last name. After mapping, click on the ‘Save and Send Test Request’ button to finalize the integration.

---

Conclusion

In this tutorial, we explored how to create or update SendGrid contacts on Typeform submissions using Pabbly Connect. By following these steps, you can automate the process, ensuring your email lists are always accurate and up-to-date. This not only saves time but also enhances customer engagement through timely communications.

Learn how to automate QuickBooks invoice creation from Paperform submissions using Pabbly Connect with this step-by-step guide. 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

---

1. Using Pabbly Connect to Automate Invoice Creation

To automate the process of creating QuickBooks invoices from Paperform submissions, we begin by accessing Pabbly Connect. This platform serves as the integration hub that connects various applications, allowing for seamless automation. First, sign in to your Pabbly Connect account. If you’re a new user, you can create an account for free, which includes 100 free tasks each month.

Once logged in, navigate to the dashboard where you will see all your applications. Click on the Pabbly Connect option to start creating a workflow. This workflow will automate the invoice creation process whenever a new submission is made through Paperform.

---

2. Creating a Workflow in Pabbly Connect

To set up the automation, we need to create a new workflow in Pabbly Connect. Click on the top right corner button labeled ‘Create Workflow’. A pop-up window will appear prompting you to name the workflow. Enter a name such as ‘Create QuickBooks Invoice on Paperform Submission’ and select a folder to save it in.

• Workflow Name: Create QuickBooks Invoice on Paperform Submission
• Select Folder: QuickBooks Automations

After naming the workflow, click the ‘Create’ button. This will set up your workflow with two main sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result.

---

3. Setting Up the Trigger for Paperform Submissions

The next step is to configure the Trigger for our workflow. In the Trigger section, select Paperform as the application and choose the event as ‘New Form Submission’. This will ensure that every time a new submission is made via Paperform, the workflow is activated.

Upon selecting the trigger, Pabbly Connect will provide a webhook URL. This URL is crucial as it will connect Paperform to Pabbly Connect. Copy the provided webhook URL and then navigate to your Paperform account.

• Select Paperform Application
• Choose Trigger Event: New Form Submission
• Copy Webhook URL from Pabbly Connect

In Paperform, go to your form settings, find the Integrations section, and select Webhooks. Paste the copied URL into the designated field and set the trigger to ‘New Submission’. Click ‘Create’ to finalize this integration.

---

4. Creating a Customer in QuickBooks via Pabbly Connect

Once the trigger is set up, the next step involves creating a customer in QuickBooks. In the Action section of your Pabbly Connect workflow, select QuickBooks as the application and choose ‘Create Customer’ as the action event. This allows you to automatically add customers based on the submissions received.

Connect your QuickBooks account to Pabbly Connect by clicking the ‘Connect’ button. After authorizing the connection, you will need to map the customer details from the Paperform submission. This includes fields such as first name, last name, email address, and phone number.

Select QuickBooks Application Choose Action Event: Create Customer Map Customer Details from Paperform Submission

After mapping the necessary details, click on ‘Save and Send Test Request’ to create the customer in QuickBooks. You can verify this by checking your QuickBooks customer list to confirm that the new customer has been added successfully.

---

5. Creating an Invoice in QuickBooks from Paperform Submission

With the customer created, the final step is to generate an invoice in QuickBooks. In the Action section of your Pabbly Connect workflow, add another action and select QuickBooks again, this time choosing ‘Create Invoice’ as the action event. This allows you to create an invoice for the customer based on their selected service.

Map the customer ID from the previous step to ensure the invoice is linked to the correct customer. You will also need to map other details such as the service description, quantity, and price. Once all necessary fields are filled, click ‘Save and Send Test Request’ to create the invoice.

Select QuickBooks Application Choose Action Event: Create Invoice Map Invoice Details from Paperform Submission

Check your QuickBooks account to confirm that the invoice has been successfully created for the customer. This completes the automation process, allowing you to focus on providing quality services while Pabbly Connect handles the invoicing.

---

Conclusion

In this tutorial, we explored how to automate the creation of QuickBooks invoices from Paperform submissions using Pabbly Connect. This integration not only saves time but also ensures accuracy in your invoicing process. By following the steps outlined, you can streamline your workflow and enhance your business efficiency.

Learn how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect. Follow this detailed tutorial to streamline your fabrication business communications. 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

---

1. Setting Up Pabbly Connect for IndiaMART Integration

To send WhatsApp messages to IndiaMART leads, the first step is to set up Pabbly Connect. This automation tool allows you to seamlessly connect your IndiaMART account with WhatsApp, ensuring instant communication with your leads. Start by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged 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 descriptive, like ‘Send WhatsApp Message to IndiaMART Leads for Fabrication Business’. Select the appropriate folder for your workflow to keep things organized.

---

2. Choosing the Trigger Application in Pabbly Connect

The next step involves selecting the trigger application in Pabbly Connect. For this integration, you will choose IndiaMART as your trigger application. This means that any new lead generated in your IndiaMART account will trigger the automation.

• Select IndiaMART as the trigger application.
• Choose the event as ‘New Leads’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to log in to your IndiaMART seller account. Navigate to the Lead Manager section, select ‘Import/Export Leads’, and then choose ‘Push API’. Here, you will enter the webhook URL into the designated field, which will allow IndiaMART to send lead information to your Pabbly Connect workflow.

---

3. Testing the Integration with a Sample Lead

After setting up the webhook in your IndiaMART account, it’s essential to test the integration. This step ensures that your Pabbly Connect workflow is correctly capturing lead data. You can generate a test lead from your IndiaMART buyer account by submitting an inquiry.

• Log into your IndiaMART buyer account.
• Select a product and click on ‘Contact Supplier’.
• Submit your inquiry to generate a test lead.

Once the test lead is submitted, return to your Pabbly Connect dashboard to check if the webhook received the data. You should see a successful response indicating that the lead information has been captured. This confirms that your integration is functioning correctly.

---

4. Setting Up WhatsApp Action in Pabbly Connect

With the trigger successfully set up, the next step is to configure the action application. In this case, you will select WhatsApp as the action application in Pabbly Connect. This action will send an automated WhatsApp message to the lead whenever a new inquiry is received.

Choose ‘WhatsApp by Sensi’ as your action application and select the event as ‘Send Template Message’. You will need to connect your WhatsApp account by entering the API key from your WhatsApp by Sensi dashboard into Pabbly Connect.

After connecting your WhatsApp account, specify the campaign name for the message template you want to send. Make sure the campaign is live, and then map the mobile number and name fields from the lead data captured in the trigger step. This mapping ensures that the message is personalized for each lead.

---

5. Finalizing and Testing the Workflow

The final step is to save your workflow in Pabbly Connect and conduct a test to ensure everything is working as expected. Click on the ‘Save and Send Test Request’ button to send a test message to your WhatsApp number.

Upon receiving the test message, check the content to confirm it includes personalized details, like the lead’s name. If everything is functioning correctly, your automation is now complete, and you can start receiving WhatsApp messages for new inquiries from IndiaMART leads.

This automated process saves time and ensures that you respond to leads promptly, enhancing your chances of converting inquiries into successful orders for your fabrication business.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads. By following these steps, you can streamline your communication process, ensuring timely responses to inquiries and improving customer engagement.

Learn how to integrate TagMango with Contact Form 7 using Pabbly Connect to automate user enrollment seamlessly. 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

---

1. Accessing Pabbly Connect for Integration

To start the process of enrolling TagMango users on Contact Form 7 submissions, you need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly, including Facebook, WordPress, and TagMango.

Visit the Pabbly Connect homepage by entering the URL in your browser. You can either sign in if you already have an account or sign up for a free account to explore its features. Once logged in, you will be taken to the Pabbly Connect dashboard where you can create your first workflow.

---

2. Creating a Workflow in Pabbly Connect

In this section, you’ll learn how to create a workflow that connects Contact Form 7 with TagMango using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button located in the top right corner of the dashboard. Give your workflow a name, such as ‘Enroll TagMango User on Contact Form 7 Submission’.

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

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it will be used to connect your Contact Form 7 plugin on WordPress with Pabbly Connect. Copy this URL as you will need it shortly.

---

3. Connecting Contact Form 7 to Pabbly Connect

Now that you have the webhook URL, it’s time to connect Contact Form 7 with Pabbly Connect. Go to your WordPress dashboard and navigate to the Contact Form 7 section. Open the form you want to connect and look for the ‘Webhook’ option under the edit settings.

• Check the box that says ‘Send to Webhook’.
• Paste the copied webhook URL into the Webhook URL field.
• Click on ‘Save’ to apply the changes.

After saving, your Contact Form 7 is now connected to Pabbly Connect. To test the connection, submit a test form to ensure that the webhook captures the response correctly. You should see a successful response in your Pabbly Connect workflow.

---

4. Enrolling Users in TagMango

With your Contact Form 7 now connected to Pabbly Connect, the next step is to enroll users in TagMango. For this, you need to set up an action step in your workflow. Select TagMango as your action application and choose ‘Migrate a User’ as the action event.

To connect TagMango with Pabbly Connect, click on ‘Connect’ and enter your API key from your TagMango account. This API key allows Pabbly Connect to communicate with your TagMango account securely. After entering the API key, click on ‘Save’ to establish the connection.

Now you need to map the data from your Contact Form 7 submission to the fields required in TagMango. This includes mapping the first name, last name, email address, and phone number from the form submission to the corresponding fields in TagMango. Additionally, enter the Mango ID and any relevant coupon codes to complete the enrollment process.

---

5. Finalizing the Integration

After mapping all the necessary data, click on ‘Save and Send Test Request’ in Pabbly Connect. You should receive a success message indicating that the user has been enrolled in your TagMango account. This confirms that your integration is working correctly.

To verify, log into your TagMango account and check the customers’ section. You should see the new user enrolled with the details provided in the Contact Form 7 submission. This automation saves you time and ensures that no potential user is missed.

With this setup, every time someone submits the Contact Form 7, they will be automatically enrolled in TagMango without any manual effort, providing a seamless experience for your users.

---

Conclusion

By following these steps, you can effectively enroll TagMango users on Contact Form 7 submissions using Pabbly Connect. This integration automates the process, ensuring that users are enrolled promptly while saving you valuable time. Implement this workflow to enhance your user registration process and provide a better experience for your audience.

Learn how to automate lead creation in LeadSquared from Instamojo payments using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a LeadSquared lead from an Instamojo payment, you must first access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in with your credentials. If you are a new user, you can sign up for free and receive 100 tasks every month to explore the platform.

Once logged in, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to proceed to the dashboard where you can create your automation workflow. This is crucial for connecting your Instamojo and LeadSquared accounts seamlessly.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, initiate the creation of your workflow by clicking the blue button on your dashboard. You will be prompted to name your workflow and select a folder for organization. For this tutorial, name it ‘How to Create LeadSquared Lead on Instamojo Payment’ and select the appropriate folder.

• Click on the blue button to create a new workflow.
• Name your workflow appropriately.
• Select a folder for better organization.

Once you click on create, you will enter the workflow window where you can set the trigger and action. This is essential for automating the process of lead creation in LeadSquared whenever a payment is made on Instamojo.

---

3. Setting Up the Trigger with Instamojo

In your workflow, the first step is to set the trigger application. Select Pabbly Connect as the integration platform and choose Instamojo as your trigger application. You will see options for V1 and V2, select V2 for this integration.

Next, select the trigger event as ‘New Sale’. This event will initiate the workflow whenever a new payment is made. You will be provided with a Webhook URL, which you need to copy and paste into your Instamojo account settings under the advanced settings for your product page.

• Select Instamojo as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the provided Webhook URL for integration.

This step is crucial as it establishes the connection between your Instamojo account and Pabbly Connect, allowing for automatic lead creation in LeadSquared.

---

4. Configuring Instamojo Settings

In your Instamojo account, navigate to the product for which you want to set the Webhook. Edit the product settings and find the Webhook section. Paste the Webhook URL you copied from Pabbly Connect into the designated field and ensure you select the option for successful payments.

After pasting the URL, save your changes. This configuration is essential as it tells Instamojo to send payment data to Pabbly Connect whenever a successful payment is made. Once saved, you will see that the Webhook is now active and ready to capture data.

---

5. Creating a Lead in LeadSquared

With the trigger set up, the next step is to configure the action application. Select LeadSquared as your action application in Pabbly Connect. Choose the action event as ‘Create or Update Lead’. You will need to connect your LeadSquared account by entering the required API keys and access credentials.

Once connected, map the fields from the Instamojo response to the corresponding fields in LeadSquared. This ensures that the customer data captured from the payment is accurately reflected in your LeadSquared leads. After mapping, click on ‘Save and Send Test Request’ to verify that the lead is created successfully.

Select LeadSquared as the action application. Map the fields from Instamojo to LeadSquared. Save and test the integration to ensure it works.

This completes the automation process, allowing Pabbly Connect to create leads automatically in LeadSquared whenever a payment is made on Instamojo, streamlining your lead management process.

---

Conclusion

By following this tutorial, you can effectively automate the process of creating leads in LeadSquared from Instamojo payments using Pabbly Connect. This integration enhances your workflow, ensuring you capture valuable customer information seamlessly and efficiently.

Learn how to automate BigCommerce customer creation from Jotform submissions using Pabbly Connect in this detailed tutorial. Streamline your workflow effortlessly! 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

---

1. Access Pabbly Connect for Integration

The first step in creating a BigCommerce customer on Jotform submission is to access Pabbly Connect. This automation tool allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect landing page and either sign in or create a free account.

Once you log in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow that will facilitate the integration between Jotform and BigCommerce. Click on the ‘Create Workflow’ button to begin setting up your automation.

---

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, you need to name your workflow and select a folder to save it in. For this tutorial, name your workflow ‘Create BigCommerce Customer on Jotform Submission’. After naming it, click on the ‘Create’ button to proceed.

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

After creating the workflow, you will be taken to the workflow window. This is where you will set up the trigger and action for your automation. The trigger will be the Jotform submission, which will initiate the workflow to create a customer in BigCommerce.

---

3. Setting Up the Trigger with Jotform

In this step, you will set the trigger application to Jotform in Pabbly Connect. Search for Jotform and select it as your trigger application. The trigger event should be set to ‘New Response Received’. This means that every time a new form submission is made, the workflow will be triggered.

Once you’ve selected the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as you will need to integrate it into your Jotform settings. Follow the instructions to log into your Jotform account, open the form you want to connect, and navigate to the settings tab to add the webhook.

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

After pasting the webhook URL in Jotform, complete the integration. This action will link your Jotform account to Pabbly Connect, enabling it to receive submissions automatically.

---

4. Setting Up the Action to Create a Customer in BigCommerce

Next, you will set the action application to BigCommerce in Pabbly Connect. Search for BigCommerce and select it as your action application. The action event should be set to ‘Create Customer’. This action will allow Pabbly Connect to create a new customer in your BigCommerce account based on the Jotform submission.

When prompted, you will need to connect your BigCommerce account to Pabbly Connect. Enter the required credentials such as the Store Hash Key, Client ID, and Access Token. These details can be found in your BigCommerce account settings. After entering the details, click on ‘Save’ to establish the connection.

Once the connection is made, map the fields from the Jotform submission to the corresponding fields in BigCommerce. This involves linking the first name, last name, email, and other relevant details from the Jotform response to the customer fields in BigCommerce. This mapping ensures that the customer information is transferred accurately.

---

5. Testing the Integration

The final step is to test the integration you set up in Pabbly Connect. To do this, go back to your Jotform and submit a test entry. Once the submission is made, Pabbly Connect will capture the response, and you can check your BigCommerce account to see if the new customer has been created.

After refreshing the customer page in your BigCommerce account, you should see the new customer entry with the details you provided in the Jotform submission. This confirms that your integration is working successfully. Now, every time a new form submission is made on Jotform, a new customer will be created in BigCommerce automatically without any manual effort.

By using Pabbly Connect, you streamline your workflow, eliminate manual data entry, and ensure a smooth experience for both you and your customers. This automation not only saves time but also improves accuracy in customer data management.

---

Conclusion

In this tutorial, we explored how to create a BigCommerce customer from Jotform submissions using Pabbly Connect. By following the steps outlined, you can automate your customer registration process effectively. This integration enhances efficiency and accuracy in managing customer data.

Learn how to automate user creation in LearnWorlds using Paperform submissions with Pabbly Connect. Follow our detailed tutorial for seamless integration. 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

---

1. Accessing Pabbly Connect for Integration

To start integrating Paperform with LearnWorlds, the first step is to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free to explore the automation features.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can view all your workflows and create new ones. This platform is essential for automating the user creation process in LearnWorlds based on submissions from Paperform.

---

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to link Paperform and LearnWorlds. Click on the ‘Create New Workflow’ button and name your workflow appropriately, such as ‘Create LearnWorlds User on Paperform Submission’. This name will help you identify the workflow later.

• Select Paperform as the trigger application.
• Choose the event type as ‘New Submission’.
• Connect your Paperform account by providing the required authorization.

After setting up the trigger, you will configure the event to capture the data from Paperform submissions. This data will be used to create a user in LearnWorlds automatically, streamlining your process significantly.

---

3. Setting Up the Paperform Connection

Next, you need to set up the connection between Pabbly Connect and Paperform. To do this, you will be provided with a webhook URL by Pabbly Connect. Copy this URL and go to your Paperform account.

In Paperform, navigate to the form settings where you want to set up the webhook. Paste the URL into the appropriate field and ensure that the trigger is set to activate on new submissions. This connection allows Pabbly Connect to receive data whenever someone submits a form.

---

4. Creating a LearnWorlds User from Paperform Submission

After setting up the Paperform connection, it’s time to create a user in LearnWorlds using Pabbly Connect. In your workflow, select LearnWorlds as the action application. Choose the action event as ‘Create User’.

• Connect your LearnWorlds account by entering the API URL, Client ID, and Client Secret.
• Map the fields from the Paperform submission to the user creation fields in LearnWorlds.
• Test the integration to ensure that user creation is successful.

This step is crucial as it ensures that every time a new submission is received from Paperform, a corresponding user will be created in LearnWorlds automatically.

---

5. Testing the Integration

The final step in this process is to test the integration you’ve set up using Pabbly Connect. Go back to your Paperform and submit a test entry. This will trigger the workflow you created.

After submitting the form, check your LearnWorlds account to verify that the new user has been created with the details you provided in the submission. This confirmation will ensure that your integration is functioning correctly and that users are being created seamlessly.

---

Conclusion

In this tutorial, you learned how to automate the creation of LearnWorlds users based on Paperform submissions using Pabbly Connect. By following these steps, you can streamline your user management process and enhance your online education platform’s efficiency.