Author: Nitin Maheshwari

Learn how to create a Salesforce lead automatically with Tally Forms submissions using Pabbly Connect in this step-by-step 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. Access Pabbly Connect to Start Integration

To create a Salesforce lead on Tally Forms submission, first access Pabbly Connect. This automation platform allows you to connect various applications seamlessly without any coding skills.

Begin by visiting the Pabbly Connect website at Pabbly.com/connect. If you already have an account, click on the sign-in button; otherwise, sign up for free to get started.

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2. Create a New Workflow in Pabbly Connect

Once logged in, navigate to the dashboard and select the option to create a new workflow. Name this workflow ‘Create Salesforce Lead on Tally Forms Submission’ to keep it organized. This is where you will set up the connection between Tally Forms and Salesforce using Pabbly Connect.

In this section, you will set the trigger for the workflow. Click on the ‘Create Workflow’ button, and choose Tally Forms as the trigger application. Set the event to ‘New Form Submission’ to ensure that the workflow triggers whenever a new form is submitted.

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3. Set Up Tally Forms for Integration

Next, you need to connect your Tally Forms account to Pabbly Connect. Go to your Tally Forms account and access the form you want to integrate. Copy the Webhook URL provided by Pabbly Connect and paste it into the Webhook settings of your Tally form.

• Open your Tally Forms account and select the form you want to use.
• Navigate to the Webhook settings and paste the URL from Pabbly Connect.
• Save the changes to your form settings.

This setup allows Pabbly Connect to receive data from Tally Forms automatically whenever a new submission occurs.

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4. Create Salesforce Lead from Tally Forms Submission

Now that your Tally Forms are connected, you can set up the action in Salesforce. In Pabbly Connect, select Salesforce as the action application and choose the event ‘Create Lead’. This will allow you to automatically create a lead in Salesforce when a new form submission occurs.

Map the fields from Tally Forms to Salesforce. For example, map the first name, last name, email, and phone number fields accordingly. This ensures that the data captured in your Tally form is correctly transferred to Salesforce.

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5. Test the Integration

After setting up the mapping, it’s time to test the integration. Submit a test entry through your Tally form and check if a new lead is created in Salesforce. This step is crucial to confirm that Pabbly Connect is working as expected.

If everything is set up correctly, you will see the new lead in your Salesforce account with all the details filled in from the Tally form submission. This automation saves you time and effort by eliminating manual data entry.

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Conclusion

In this tutorial, we demonstrated how to create a Salesforce lead on Tally Forms submission using Pabbly Connect. By automating this process, you can streamline your workflow and ensure no lead is missed during form submissions. This integration enhances efficiency and accuracy in managing your leads.

Learn how to create Kit subscribers from LinkedIn Lead Gen Forms leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To create Kit subscribers from LinkedIn Lead Gen Forms leads, we will use Pabbly Connect. Begin by opening your web browser and searching for Pabbly Connect. This platform allows seamless integration between LinkedIn and Kit.

Once on the Pabbly Connect landing page, you’ll find options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. You will see a prompt to name your workflow; name it according to your objective, such as ‘Create Kit Subscriber from LinkedIn Leads’.

• Select the folder for your workflow.
• Click ‘Create’ to proceed.

This will take you to the main workflow setup window, where you will define your trigger and action. The trigger is the first event that initiates the workflow, while the action is what happens as a result.

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3. Setting Up the Trigger with LinkedIn Lead Gen Forms

In this step, we will set up the trigger in Pabbly Connect. Search for ‘LinkedIn Lead Gen Forms’ as your trigger application. Select it, then choose the trigger event as ‘New Lead Gen Form Response’.

Next, connect LinkedIn Lead Gen Forms with Pabbly Connect by clicking on ‘Connect’. Choose ‘Add New Connection’ and follow the prompts to link your LinkedIn account. Once connected, select the specific ad account and the lead form you will be using to capture new leads.

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4. Generating Leads and Receiving Responses in Pabbly Connect

Now that your trigger is set, generate a test lead from your LinkedIn Lead Gen Forms. Fill in the required fields in your lead form and submit it. This action will send the lead details to Pabbly Connect.

• Access your LinkedIn Lead Ads account.
• Submit the lead form with test details.
• Return to Pabbly Connect and click ‘Send Test’.

Within a few minutes, you will receive the response containing the new lead’s details, confirming that the integration is successfully capturing leads from LinkedIn.

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5. Creating a Subscriber in Kit Using Pabbly Connect

With the lead details received, it’s time to create a subscriber in Kit using Pabbly Connect. Set up the action by searching for ‘Kit’ as your action application. Choose ‘Add Subscriber to a Sequence’ as your action event.

Connect Kit to Pabbly Connect by providing your API key and secret from your Kit account. After successfully connecting, select the sequence where you want to add the new subscriber. Map the lead details from the LinkedIn response to the corresponding fields in Kit.

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Conclusion

In this tutorial, we explored how to create Kit subscribers from LinkedIn Lead Gen Forms leads using Pabbly Connect. By following these steps, you can automate the process of adding new leads to your email list, ensuring efficient follow-ups and improved lead management without any coding skills.

Learn how to automate QuickBooks invoice creation from Google Forms submissions 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. Accessing Pabbly Connect for Google Forms and QuickBooks Integration

To create QuickBooks invoices on Google Forms submission, you first need to access Pabbly Connect. This platform will facilitate the integration between Google Forms and QuickBooks seamlessly.

Open your browser and search for Pabbly Connect. If you do not have an account, click on ‘Sign Up for Free’ to create one. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard to start setting up your workflow.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow that connects Google Forms with QuickBooks. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create QuickBooks Invoice on Google Form Submission’.

Next, select the folder where you want to save your workflow and click ‘Create’. This action will take you to the trigger and action setup window. Here, you will first set up your trigger application, which will be Google Forms. Choose ‘New Response Received’ as the trigger event to initiate the workflow.

• Click on ‘Create Workflow’.
• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the trigger event.

After setting up the trigger, you will need to connect Google Forms with Pabbly Connect using a webhook URL provided by the platform. Copy this URL to use it in the next steps.

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3. Connecting Google Forms with Pabbly Connect

To connect Google Forms with Pabbly Connect, you will need to paste the copied webhook URL into your Google Form settings. This URL will allow Pabbly Connect to receive data whenever a new form submission occurs.

Go to your Google Form, click on the responses tab, and connect it to Google Sheets. This step is essential as it will store all the responses. After connecting, access the Google Sheets and navigate to the Extensions menu. Here, select Pabbly Connect Webhooks for the initial setup.

• Open Google Sheets and go to Extensions.
• Select Pabbly Connect Webhooks.
• Paste the webhook URL in the setup window.

After pasting the URL, define the trigger column where new data will be added. This setup ensures that every new form submission sends data to Pabbly Connect.

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4. Setting Up QuickBooks Action to Create Invoices

Now that your Google Forms are connected, the next step is to set up the action in Pabbly Connect to create invoices in QuickBooks. Select QuickBooks as your action application and choose ‘Create Customer’ as the action event.

Connect your QuickBooks account with Pabbly Connect by clicking on ‘Connect’. Once connected, map the customer details from the Google Form responses to the required fields in QuickBooks. This mapping allows Pabbly Connect to dynamically create customer profiles based on the submitted form data.

Select ‘Create Customer’ as the action event. Map customer details from Google Forms to QuickBooks fields. Test the connection to ensure successful data transfer.

After creating the customer, set up another action in Pabbly Connect to create an invoice using the same customer details. Choose ‘Create Invoice’ as the action event and map the necessary fields such as product name, quantity, and price.

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5. Testing the Integration and Finalizing the Workflow

With the actions set up, it’s time to test your workflow. Submit a test order through your Google Form to see if the data is correctly transferred to QuickBooks via Pabbly Connect. Ensure that a new customer is created and an invoice is generated automatically.

Check your QuickBooks account to confirm that the invoice reflects the details from the Google Forms submission. If everything works as expected, finalize your workflow in Pabbly Connect and save your settings. This automation will now streamline your invoicing process, allowing you to focus on your business.

By following these steps, you have successfully set up a connection between Google Forms and QuickBooks using Pabbly Connect. This integration simplifies the process of invoice creation and enhances your workflow efficiency.

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Conclusion

In this tutorial, we explored how to create QuickBooks invoices automatically from Google Forms submissions using Pabbly Connect. This integration streamlines your invoicing process, saving you time and effort.

Learn how to seamlessly send WhatsApp messages to IndiaMART leads using Pabbly Connect for your transport and shipping business. Follow this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to IndiaMART leads, you need to start by accessing Pabbly Connect. This platform serves as the central hub for automating your communication workflows.

Open your web browser and go to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. After signing up, you will receive 100 free tasks every month, which you can utilize for your automation needs.

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2. Creating a New Workflow in Pabbly Connect

Once you have logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation.

In the pop-up window, name your workflow something descriptive like ‘Send WhatsApp Message to IndiaMART Leads’. Choose a folder to save your workflow and then click on ‘Create’. This will take you to the main workflow setup area where you can define your trigger and action.

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

Now that your workflow is created, you can set up the trigger for when a new lead comes in from IndiaMART.

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3. Setting Up the Trigger for New Leads

The trigger in this workflow will be based on new leads from IndiaMART. In the workflow setup, search for ‘IndiaMART’ as your trigger application.

Select ‘New Leads’ as the trigger event. You will need to connect IndiaMART to Pabbly Connect by using a VAB URL, which acts as a bridge between the two applications. Copy the VAB URL provided and proceed to IndiaMART to set up the integration.

• Select ‘IndiaMART’ as your trigger application.
• Choose ‘New Leads’ as the trigger event.
• Copy the VAB URL for integration.

After setting this up, you will be ready to receive lead details directly into Pabbly Connect.

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4. Integrating IndiaMART with Pabbly Connect

To integrate IndiaMART with Pabbly Connect, navigate to the lead manager in your IndiaMART account. Click on the hamburger icon and select ‘Import/Export Leads’ and then ‘Push API’.

Here, you will create a new Push API integration. Fill in the CRM platform name as ‘Pabbly Connect’ and paste the VAB URL you copied earlier. After saving the details, generate an OTP to complete the integration process.

Navigate to the lead manager in IndiaMART. Select ‘Push API’ to create the integration. Fill in the required details and generate the OTP.

Now, every time you receive a new lead on IndiaMART, the details will be sent to Pabbly Connect, allowing you to automate your WhatsApp messaging.

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5. Sending WhatsApp Messages Using AI Sensei

After successfully integrating IndiaMART with Pabbly Connect, the next step is to set up the action to send WhatsApp messages. In your workflow, search for ‘AI Sensei’ and select the action event as ‘Send Template Message’.

You will need to connect AI Sensei with Pabbly Connect by entering your API key from your AI Sensei account. Once connected, you can create a live campaign in AI Sensei with a template message that includes variables for personalization.

Search for ‘AI Sensei’ in your action setup. Select ‘Send Template Message’ as the action event. Enter your API key to connect AI Sensei.

With this setup, every new lead will receive a personalized WhatsApp message based on the template you created, thus enhancing your communication with potential customers.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages to IndiaMART leads using Pabbly Connect. By setting up triggers and actions, you can automate your communication effectively. This integration not only saves time but also enhances customer engagement in your transport and shipping business.

Learn how to automate adding IndiaMART leads to Salesforce for your fabrication business using Pabbly Connect. Step-by-step guide included. 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 Integration

To start integrating IndiaMART leads with Salesforce, you need to access Pabbly Connect. This platform allows you to automate workflows without coding skills. Begin by opening a web browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see the options to sign in or sign up. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process is quick and provides you with 100 free tasks each month. If you already have an account, simply sign in.

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2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. A pop-up will appear, prompting you to name your workflow. Name it something descriptive, such as ‘Add IndiaMART Leads to Salesforce for Fabrication Business’.

• Select the folder for your workflow.
• Click on ‘Create’ to proceed.

This will take you to the main workflow window, where you will see two boxes: trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. Set up your trigger first.

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3. Setting Up the Trigger with IndiaMART

In this section, you will set up the trigger in Pabbly Connect using IndiaMART. Search for IndiaMART as your trigger application. Once selected, choose the trigger event as ‘New Leads’. This event will initiate the workflow whenever a new lead is generated.

Next, you will need to connect IndiaMART with Pabbly Connect using a Webhook URL. Copy the provided Webhook URL and navigate to your IndiaMART account. Go to the Lead Manager and click the hamburger icon, then select ‘Import/Export Leads’ and access the Push API.

• Create a new integration and select your CRM platform as Pabbly Connect.
• Paste the Webhook URL you copied earlier.

Once you save the details and generate an OTP, you will successfully establish the connection between IndiaMART and Pabbly Connect.

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4. Generating a Test Lead to Verify the Connection

To test the integration, generate a test lead in IndiaMART. Navigate to the section for testing your Webhook listener URL. This will allow you to send test data to Pabbly Connect. Fill in the required fields and click on the ‘Test’ button.

After sending the test data, return to Pabbly Connect. You should see a response indicating that the test lead has been received successfully. This response will contain all the details of the inquiry, including sender information and product details.

Check for the status of success in the response. Verify that all inquiry details are present in the response.

This confirms that your setup is working correctly, and you are ready to proceed with the next steps of adding the lead to Salesforce.

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5. Adding the Lead to Salesforce via Pabbly Connect

Now that you have received the test lead data in Pabbly Connect, the next step is to set up the action to add this lead to Salesforce. Search for Salesforce in the action application section and select it.

Choose the action event as ‘Create Lead’. You will need to connect Salesforce to Pabbly Connect by clicking on ‘Add New Connection’ and granting access to your Salesforce account. Once connected, you will need to map the details from the IndiaMART inquiry to the corresponding fields in Salesforce.

Map the sender name as the last and first name in Salesforce. Fill in the company name, phone number, and email address.

After mapping all necessary fields, click on ‘Save and Send Test Request’. You should receive a positive response indicating that the lead has been successfully created in Salesforce. This completes the integration process using Pabbly Connect.

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Conclusion

By following these steps, you can effectively automate the process of adding IndiaMART leads to Salesforce for your fabrication business using Pabbly Connect. This integration streamlines your workflow, ensuring that no lead is missed and enhancing your ability to manage inquiries efficiently.

Learn how to create Shopify customers from a MySQL database using Pabbly Connect in this detailed tutorial. Automate your e-commerce processes seamlessly! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Automate Your Shopify Customer Creation

To create Shopify customers from a MySQL database, the first step is accessing Pabbly Connect. You can reach Pabbly Connect by typing the URL Pabbly.com/connect in your browser. Once on the homepage, you’ll see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. By signing up, you’ll receive 100 free tasks every month to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option, and a dialog box will appear asking for a workflow name. Enter ‘Create Shopify Customer from MySQL’ and select an appropriate folder for your workflow.

Once you’ve named your workflow, click on ‘Create’. You will now see two important windows: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. In this case, the Trigger will be when new data is added to your MySQL database.

• Select MySQL as the Trigger application.
• Choose the ‘New Row in Table’ trigger event.
• Click on the ‘Connect’ button to establish a connection.

After establishing the connection, you’ll select the specific table in your MySQL database that will trigger this workflow. This setup ensures that every time a new row is added, it will automatically initiate the process to create a customer in Shopify.

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3. Connecting MySQL to Pabbly Connect

To connect MySQL to Pabbly Connect, click on the ‘Connect’ button and choose ‘Add New Connection’. You will need to enter your database details such as username, password, host name, and database name. These details are typically provided when you create your MySQL account.

Once you’ve entered the necessary details, click on ‘Save’. After saving, select the table you want to monitor for new entries. In this case, select the table that holds your new leads. Set the unique column to ‘Email’, as each customer will have a unique email address.

• Enter your MySQL database username and password.
• Select the correct database and table.
• Click on ‘Save and Send Test Request’ to confirm the connection.

After successfully connecting, you can test the setup by clicking ‘Save and Send Test Request’. This will retrieve the most recent entry in your MySQL database, confirming that the connection is functioning correctly.

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4. Setting Up Shopify in Pabbly Connect

Next, you need to set up Shopify as the Action application in Pabbly Connect. Select Shopify from the action application list and choose the ‘Create Customer’ action event. Click on ‘Connect’ to link your Shopify account with Pabbly Connect.

To establish the connection, you will need to provide your Shopify store’s subdomain and an access token. The subdomain can be found in your Shopify store URL, which appears before ‘myshopify.com’. For the access token, navigate to your Shopify account, create a new app, and configure the necessary permissions.

Copy your Shopify store subdomain. Create a new app in Shopify and configure it to get the access token. Paste the subdomain and access token in Pabbly Connect.

After successfully connecting Shopify with Pabbly Connect, you will need to map the customer details from the MySQL database. This includes the first name, last name, email address, and phone number. By mapping these fields, each time a new customer is created, their information will be automatically populated from the MySQL database.

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5. Testing the Integration and Finalizing

Once the mapping is done, click on ‘Save and Send Test Request’ to create a customer in Shopify. You should see a response confirming that the customer was successfully created. This response will include the customer ID and other relevant details.

To verify, log into your Shopify account and navigate to the Customers section. You should see the new customer listed there with all the details you provided. This confirms that the integration between MySQL and Shopify via Pabbly Connect is functioning correctly.

From now on, every time a new entry is added to your MySQL database, a corresponding customer will be created in Shopify automatically. This seamless integration allows you to manage your customer records efficiently without manual intervention.

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Conclusion

In this tutorial, we explored how to create Shopify customers from a MySQL database using Pabbly Connect. By following these steps, you can automate your customer management process effectively, ensuring that every lead from your website is captured in Shopify seamlessly. This integration not only saves time but also enhances the accuracy of your customer records.

Learn how to automate the creation of Pipedrive contacts from Google Ads leads using Pabbly Connect. Step-by-step tutorial 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 begin automating the process of creating a Pipedrive person from Google Ads leads, first access Pabbly Connect by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to integrate various applications effortlessly.

Once on the homepage, 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 and receive 100 free tasks monthly. Existing users can simply log in to access their dashboard.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to start setting up your automation. You will be prompted to name your workflow; enter something descriptive like ‘Create Pipedrive Person from Google Ads’.

Next, choose a folder for organizing this workflow. For example, you can create a folder named ‘Lead Management’. This step is crucial as it helps in managing multiple workflows efficiently.

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3. Defining Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow. The trigger will be set to Google Ads, specifically the ‘New Lead Form Entry’ event, which activates the workflow whenever a new lead is submitted.

To set this up, select Google Ads as your trigger application and the event as ‘New Lead Form Entry’. You will receive a webhook URL—copy this URL as it will be used in your Google Ads settings to send lead data to Pabbly Connect.

• Select Google Ads as the trigger application.
• Choose ‘New Lead Form Entry’ as the trigger event.
• Copy the provided webhook URL for later use.

After setting the trigger, you will need to configure your Google Ads lead form to include this webhook URL, ensuring that any new leads captured will automatically trigger the workflow.

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4. Configuring Google Ads Lead Form with Webhook

Now, navigate to your Google Ads account and locate the lead gen form you’ve created. Scroll down to the ‘Lead Delivery’ section and paste the copied webhook URL into the designated field. This setup will allow Google Ads to send lead data directly to Pabbly Connect.

Additionally, you may assign a key name for the webhook, such as ‘New Leads’. Once configured, test the connection by sending test data from your Google Ads lead form. This step is crucial to ensure that leads are being correctly captured by Pabbly Connect.

• Paste the webhook URL into the Lead Delivery section of your Google Ads lead form.
• Send test data to verify the connection.
• Ensure the test response is captured in Pabbly Connect.

Once the test data is sent successfully, you should see the lead details appear in Pabbly Connect, confirming that the integration is working as intended.

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5. Creating a Person in Pipedrive from Google Ads Leads

With the integration successfully configured, it’s time to set up the action step to create a person in Pipedrive. Select Pipedrive as your action application, and choose the ‘Create Person’ event. This step allows you to add the captured lead as a contact in your CRM. using Pabbly Connect

Connect your Pipedrive account by entering the API token, which can be found in your Pipedrive account settings under ‘Personal Preferences’. After establishing the connection, map the lead details from the previous step to the corresponding fields in Pipedrive, such as name, email, and phone number.

Select Pipedrive as the action application. Choose ‘Create Person’ as the action event. Map lead details from Google Ads to Pipedrive fields.

Finally, click on ‘Save and Send Test Request’ to create the new contact in Pipedrive. If successful, you will see the new lead appear in your Pipedrive account, confirming that the automation is fully operational.

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Conclusion

In this tutorial, we explored how to automate the creation of Pipedrive contacts from Google Ads leads using Pabbly Connect. By following the outlined steps, you can streamline your lead management process and ensure that every new lead is captured efficiently in your CRM.

Using Pabbly Connect not only simplifies the integration process but also enhances your marketing automation efforts, allowing you to focus on growing your business.

Learn how to automate the creation of Flowlu contacts from Google Ads leads using Pabbly Connect. 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. Accessing Pabbly Connect for Google Ads Integration

To automate the process of creating Flowlu contacts from Google Ads leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage. You can sign up for free to explore its features, which include automating tasks between apps seamlessly.

Once you are on the homepage, click on the ‘Sign Up Free’ button if you are a new user. Existing users can simply click on ‘Sign In’. After logging in, you will be directed to the dashboard where you can create workflows to integrate Google Ads and Flowlu.

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2. Creating a Workflow in Pabbly Connect

To set up the integration, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear where you need to name your workflow. For this integration, name it ‘Create Flowlu Contact from Google Ads’.

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

With the workflow created, you will see the options to set a trigger and action. Pabbly Connect works on the principle of triggers and actions, which allows you to automate tasks efficiently.

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3. Setting Up Google Ads Trigger in Pabbly Connect

Now, it’s time to set up the trigger for your workflow. In Pabbly Connect, select Google Ads as your trigger application. You will need to choose the trigger event, which in this case is ‘New Lead Form Entry’. This means that every time a new lead is generated through Google Ads, it will trigger the workflow.

After selecting the trigger event, you will receive a webhook URL. Copy this URL, as you will need it to connect Google Ads with Pabbly Connect. Log into your Google Ads account and navigate to the campaign where you want to set up the lead form. Create a new lead form and paste the webhook URL in the appropriate field for webhook integration.

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4. Connecting Flowlu as an Action Step

After successfully setting up the Google Ads trigger, the next step is to connect Flowlu as the action application in Pabbly Connect. Choose Flowlu and select the action event as ‘Create CRM Account (Contact)’. This action will create a new contact in your Flowlu account whenever a new lead is captured from Google Ads.

• Click on ‘Add New Connection’ to link your Flowlu account.
• Provide the API key and account URL from your Flowlu account.

Once connected, map the fields from the Google Ads lead form to the corresponding fields in Flowlu, such as first name, last name, email, and phone number. This ensures that the data is transferred accurately and automatically.

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5. Testing and Verifying the Integration

To ensure that your integration is working properly, conduct a test by submitting a lead through your Google Ads lead form. In Pabbly Connect, click on ‘Save and Send Test Request’ to verify that the contact has been created in Flowlu. You should see a successful response indicating that the new contact has been added.

Now, navigate to your Flowlu account and check the contacts section. You should see the new contact created from the Google Ads lead. This automation not only saves time but also helps in managing your leads effectively without manual input.

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Conclusion

In this tutorial, we demonstrated how to create a Flowlu contact from Google Ads using Pabbly Connect. By automating this process, you can efficiently manage new leads and ensure timely follow-ups, enhancing your business operations.

Learn how to integrate Instamojo payments with Encharge using Pabbly Connect for seamless automation. Step-by-step guide included. 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. Introduction to Pabbly Connect for Instamojo and Encharge Integration

In this section, we will introduce Pabbly Connect as the essential platform for integrating Instamojo payments with Encharge. Pabbly Connect automates the process of creating or updating a person in Encharge whenever a payment is made through Instamojo.

Using Pabbly Connect, users can streamline their customer management by automatically syncing payment data from Instamojo to Encharge, ensuring that their marketing efforts are timely and relevant.

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2. Setting Up Pabbly Connect for Your Workflow

To start the integration, access Pabbly Connect by signing into your account. If you are a new user, you can sign up for free and get started with 300 tasks each month. Once logged in, navigate to the dashboard where you will create a new workflow.

• Click on the ‘Create Workflow’ button on the top right corner.
• Name your workflow, for instance, ‘Create or Update Encharge Person on Instamojo Payment’.
• Select a folder to organize your workflow, such as ‘Automations’.

After creating the workflow, you will set up a trigger that captures new payments made through Instamojo using Pabbly Connect.

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3. Configuring the Trigger for Instamojo Payments

In this step, configure the trigger in Pabbly Connect to respond to new sales on Instamojo. Select Instamojo as the trigger application and set the trigger event to ‘New Sale’. This setup ensures that every time a new payment is processed, the workflow is activated.

Once the trigger is set, you will receive a webhook URL from Pabbly Connect. This URL needs to be added to your Instamojo account to complete the integration:

• Log in to your Instamojo account and navigate to the Smart Pages section.
• Select the payment page you want to integrate and click on ‘Edit Page’.
• In the Page Settings, find the Webhook option and paste the webhook URL from Pabbly Connect into the designated field.

By doing this, you ensure that every successful payment triggers the workflow in Pabbly Connect.

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4. Testing the Integration Between Instamojo and Encharge

After setting up the webhook, it’s time to test the integration. Make a test payment on your Instamojo payment page to check if the data flows correctly to Encharge via Pabbly Connect. Enter dummy data such as first name, last name, email, and phone number during the payment process.

Once the payment is processed, return to Pabbly Connect to see if the webhook has captured the payment data. If successful, you will see the details like seller account ID, payment status, and buyer information displayed in the workflow response.

With a successful test, you can be confident that Pabbly Connect is effectively automating the process of creating or updating a person in Encharge based on Instamojo payments.

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5. Finalizing the Action Step to Update Encharge

In the last step, configure the action in Pabbly Connect to add or update a person in Encharge. Select Encharge as the action application and choose the action event as ‘Add or Update a Person’. This ensures that every payment made through Instamojo will create or update the customer details in your Encharge account.

Map the required fields such as email, full name, phone number, and address from the webhook response to the corresponding fields in Encharge. This mapping process is crucial as it allows Pabbly Connect to dynamically insert customer data into Encharge.

After mapping, click on the ‘Save and Send Test Request’ button. If everything is configured correctly, you will receive a confirmation that a new person has been successfully created or updated in Encharge.

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Conclusion

In conclusion, integrating Instamojo payments with Encharge using Pabbly Connect allows businesses to automate their customer management effectively. This setup ensures that every payment is tracked and customer data is updated seamlessly, enhancing marketing efforts and customer relationships.

By following the steps outlined in this tutorial, you can leverage Pabbly Connect to streamline your online payment processes and maintain an organized customer database.

Learn how to create or update Keap contacts through Instamojo payments using Pabbly Connect. This tutorial covers every step of the integration process. 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 Instamojo and Keap Integration

To start the integration process using Pabbly Connect, first, navigate to the Pabbly Connect landing page by searching for it in your browser. If you are a new user, you can sign up for free and get 100 tasks every month. Existing users should click on the sign-in button to access their dashboard.

Once logged in, you will see various applications offered by Pabbly. For this tutorial, we will focus on Pabbly Connect as it allows us to integrate Instamojo and Keap seamlessly. Click on the ‘Access Now’ button to enter your Pabbly Connect dashboard and begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something like ‘Create or Update Keap Contact on Instamojo Payment’ and choose the appropriate folder.

• Click on the ‘Create’ button to open the workflow window.
• In the workflow window, select your trigger application, which in this case is Instamojo.
• Choose the trigger event, such as ‘New Sale,’ which will start the workflow.

By selecting Instamojo as your trigger application, you ensure that every new payment made through this platform will initiate the process of creating or updating a contact in Keap via Pabbly Connect.

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3. Setting Up the Webhook URL in Instamojo

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to configure it in your Instamojo account. Log into your Instamojo account and navigate to the product for which you want to set the webhook. using Pabbly Connect

Click on the three dots next to your product and select ‘Edit Page.’ Then, go to the left sidebar and click on ‘PID Settings’. Here, you will find the webhook section. Switch on the webhook option and paste the copied URL into the designated field. Ensure that you select ‘Successful Payments’ as the information to be sent.

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4. Testing the Webhook and Mapping Data

Once the webhook URL is set up in Instamojo, you need to perform a test submission to capture the webhook response. Go back to the product page, enter your details, select a payment method, and complete the payment process. This will trigger the webhook and send the response to Pabbly Connect.

• Enter your name, email, and mobile number during the test submission.
• Complete the payment process by entering card details and the OTP.
• Check Pabbly Connect to confirm that the details have been captured successfully.

This step is crucial as it verifies that the connection between Instamojo and Pabbly Connect is functioning correctly, allowing you to proceed with the next steps of the integration.

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5. Creating or Updating Keap Contacts

With the webhook successfully capturing data, the next step is to set up the action in Pabbly Connect to create or update a contact in Keap. Select Keap as your action application and choose the action event ‘Create or Update Contact.’ You will then be prompted to connect your Keap account. using Pabbly Connect

After connecting, map the email address from the webhook response to the email field in Keap. This ensures that the correct email is used for creating or updating contacts. Additionally, you can map other fields such as the first name and last name by splitting the full name using the ‘Text Formatter’ feature in Pabbly Connect.

Finally, test the action to confirm that a new contact is created or updated in Keap based on the information received from Instamojo payments. This integration allows you to automate customer management without manual effort, enhancing your business operations.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to create or update Keap contacts based on Instamojo payments. By following these steps, you can automate your customer management process effectively and ensure that your customer information is always up-to-date. This integration not only saves time but also helps in building stronger relationships with your customers.