Author: Nitin Maheshwari

Learn how to integrate Paperform with LeadSquared using Pabbly Connect. This detailed tutorial provides step-by-step instructions for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Paperform with LeadSquared, you first need to access Pabbly Connect. This platform enables seamless automation without the need for coding.

Open your browser and navigate to the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can just click on ‘Sign In’ to access their dashboards.

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2. Creating a New Workflow in Pabbly Connect

Once logged in, you will see the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to initiate the integration process.

• Select a name for your workflow, such as ‘Create LeadSquared Lead on Paperform Submission.’
• Choose a folder to save your workflow, for example, ‘Automations.’

After naming your workflow, click on ‘Create.’ This will open the workflow window where you can set up triggers and actions.

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3. Setting Up the Trigger in Pabbly Connect

In the workflow window, you need to select the trigger application. For this integration, choose ‘Paperform’ as your trigger app. This means every time a new form is submitted, it will trigger the workflow. using Pabbly Connect

For the trigger event, select ‘New Form Submission.’ After this, Pabbly Connect will provide you with a Webhook URL. Copy this URL as you will need it to connect with your Paperform account.

• Log into your Paperform account and edit the form you want to connect.
• Navigate to the ‘After Submission’ tab and select ‘Webhooks.’

Paste the Webhook URL into the designated field and select ‘New Submission’ for the trigger event. Click ‘Create’ to finalize the connection.

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4. Testing the Trigger with a Form Submission

After setting up the Webhook in Paperform, it’s time to test the integration. Publish your form and perform a test submission. Enter the required details, such as name and email, and click ‘Submit.’

Once submitted, return to Pabbly Connect and check if the response has been captured. You should see all the details you entered in the previous step. This confirms that the trigger is functioning correctly.

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5. Creating a Lead in LeadSquared via Pabbly Connect

The final step is to set up the action in Pabbly Connect. Search for ‘LeadSquared’ as the action application and select it. using Pabbly Connect

For the action event, choose ‘Create or Update Lead.’ You will need to connect your LeadSquared account by entering your Access Key, Secret Key, and API Host. These can be found in your LeadSquared account settings.

Map the fields from the previous step to the LeadSquared fields, such as first name, last name, and email. Click on ‘Send Test Request’ to ensure that the lead is created successfully.

After a successful test, refresh your LeadSquared account to see the new lead details added automatically. This confirms that your integration is complete and functioning as intended.

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Conclusion

This tutorial demonstrated how to integrate Paperform with LeadSquared using Pabbly Connect. By following these steps, you can automate lead management effortlessly and ensure every submission is recorded in LeadSquared without manual entry.

Learn how to automate subscriber creation on Mailercloud using Jotform submissions with Pabbly Connect. Follow this detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the process of creating or updating Mailercloud subscribers on Jotform submissions, you first need to access Pabbly Connect. This powerful tool allows you to integrate different applications effortlessly without any coding knowledge.

Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can create an account easily. Once logged in, navigate to the dashboard where you will manage your workflows. From here, you can create a new workflow specifically for integrating Jotform with Mailercloud.

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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 ‘Create Workflow’ button and name your workflow, for example, ‘Create or Update Mailercloud Subscriber on Jotform Submission.’ Select a folder to save this workflow for easy access later.

• Click on the ‘Create’ button to initiate the workflow.
• Choose Jotform as the trigger application.
• Select ‘New Response’ as the trigger event.

This setup will allow Pabbly Connect to monitor new submissions from Jotform and trigger the subsequent actions in Mailercloud automatically.

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3. Setting Up Jotform for Pabbly Connect Integration

To connect Jotform with Pabbly Connect, you will need to set up a webhook URL provided by Pabbly. This URL serves as a bridge between the two applications. In your Jotform account, navigate to the form you want to use and click on ‘Settings,’ then ‘Integrations.’

Under the integrations section, select ‘Webhooks’ and paste the webhook URL from Pabbly Connect. Click on ‘Complete Integration’ to finalize the setup. This action will ensure that every time a new submission is made in Jotform, it will send the data to Pabbly Connect, which will then process it accordingly.

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4. Creating or Updating Mailercloud Subscriber

Once the Jotform integration is set up, the next step involves configuring the action in Pabbly Connect. Select Mailercloud as the action application and choose the ‘Create or Update Subscriber’ event. To connect Mailercloud, you will need to enter your API key.

• Navigate to Mailercloud and generate a new API key.
• Paste the API key back into Pabbly Connect.
• Map the fields from Jotform to Mailercloud, including email, first name, and last name.

This mapping ensures that whenever a new submission occurs in Jotform, the subscriber’s details are automatically updated or created in Mailercloud, streamlining your lead management process.

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5. Testing the Integration

After setting up the workflow, it’s crucial to test the integration to ensure everything is functioning correctly. Submit a test response through your Jotform to trigger the webhook. Go back to Pabbly Connect and check for the response from the Jotform submission.

If the integration is successful, you should see the data captured in Pabbly Connect. Finally, log into your Mailercloud account to verify that the subscriber has been created with the correct details. This step confirms that your automation workflow is working as intended, allowing for seamless subscriber management.

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Conclusion

Integrating Jotform with Mailercloud using Pabbly Connect simplifies the process of managing subscribers. By following the steps outlined in this guide, you can automate subscriber creation and updates effortlessly. This integration not only saves time but also enhances your marketing efforts.

Learn how to create Apollo.io CRM contacts from Typeform submissions using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Apollo.io CRM contacts from Typeform submissions, the first step is to access Pabbly Connect. This platform allows you to automate workflows seamlessly between different applications.

To get started, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month. After logging in, you will see the dashboard where you can begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to connect Typeform and Apollo.io. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Create Apollo.io CRM Contact on Typeform Submission’.
• Select a folder for your workflow, like ‘Typeform Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

This will prepare your workflow for the trigger and action steps, which are essential for the automation process.

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3. Setting Up the Trigger in Pabbly Connect

Next, we will set up the trigger in Pabbly Connect. For this automation, select Typeform as the trigger application. The trigger event should be set to ‘New Entry’ to capture form submissions.

To connect Typeform to Pabbly Connect, click the ‘Connect’ button. A window will prompt you to add a new connection or select an existing one. Choose to connect with Typeform and click the ‘Accept’ button to authorize access.

• After connecting, select the specific Typeform you created for lead data collection.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once the test submission is complete, you will see that Pabbly Connect has captured the response, confirming that the trigger is set up correctly.

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4. Setting Up the Action in Pabbly Connect

Now, we will set up the action step in Pabbly Connect to create a contact in Apollo.io. Select Apollo.io as the action application and choose ‘Create Contact’ as the action event.

Click the ‘Connect’ button to add a new connection. You will need to provide your Apollo.io API key. To generate this key, navigate to the API key section in your Apollo.io account and create a new key.

Name the API key, such as ‘New Contact Created’. Select the API permissions required for contact creation. Copy the API key and paste it into Pabbly Connect.

After saving the API key, you will need to map the contact details from the Typeform submission to the required fields in Apollo.io, ensuring that the data is dynamic for future submissions.

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5. Testing the Integration in Pabbly Connect

The final step is to test the integration between Typeform and Apollo.io using Pabbly Connect. After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This will create a new contact in your Apollo.io account based on the data collected from the Typeform submission.

To confirm the successful creation of the contact, log into your Apollo.io account and refresh the page. You should see the new contact listed with the details you provided in the Typeform submission.

This integration allows for seamless lead management and saves you significant time by automating the process of adding new leads to your CRM. By using Pabbly Connect, you can focus more on nurturing your leads and converting them into clients.

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Conclusion

In this tutorial, we demonstrated how to create Apollo.io CRM contacts from Typeform submissions using Pabbly Connect. This automation streamlines your workflow, ensuring that all lead data is captured efficiently and accurately in your CRM.

Learn how to automate sending New Year SMS wishes to customers using Pabbly Connect with Google Sheets and Twilio. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send New Year wishes to your customers via SMS automatically, you first need to access Pabbly Connect. Visit the Pabbly Connect website and log into your account. If you’re a new user, you can sign up for free and benefit from 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create your automation workflow that integrates Google Sheets with Twilio for sending SMS. This process is crucial for maintaining customer relationships and enhancing engagement.

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2. Creating a Workflow in Pabbly Connect

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

• Name your workflow: ‘Send New Year Wishes to Customers Via SMS Automatically’.
• Select a folder to save your workflow; for example, choose ‘SMS Automations’.

After entering the workflow name and selecting the folder, click the ‘Create’ button. This action will set up the workflow environment where you can define your trigger and action steps.

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3. Setting Up Google Sheets as a Trigger

In your newly created workflow in Pabbly Connect, you’ll need to set Google Sheets as the trigger application. This step ensures that every time a new customer is added to your Google Sheets, the automation will activate.

Select ‘Google Sheets’ as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This selection captures any new data entry or updates made in your spreadsheet.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Webhooks’ and install it if you haven’t already.

After installation, refresh your Google Sheets to see the new option for Pabbly Webhooks. Use this to set up the connection by pasting the webhook URL and specifying the trigger column where new data will be added.

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4. Setting Up Twilio for SMS Sending

Once the trigger setup is complete, the next step in Pabbly Connect is to set up Twilio as the action application for sending SMS. Select Twilio and choose the action event as ‘Send SMS’.

You will need to connect your Twilio account by entering your Account SID and Auth Token, which can be found on your Twilio dashboard. After successful connection, you can define the SMS content.

Compose your SMS message, for example: ‘Happy New Year {Customer Name}!’. Map the customer name from the Google Sheets data into the SMS body. Specify the sender’s number from your Twilio account.

After completing these fields, click the ‘Send Test Request’ button to ensure everything is working correctly. If the test is successful, you will receive an SMS on your mobile device.

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5. Sending SMS Wishes to All Customers

After successfully setting up the workflow in Pabbly Connect, you can send New Year wishes to all customers listed in your Google Sheets. To do this, go back to the Google Sheets and select ‘Send All Data’ from the Pabbly Webhooks menu.

This action will trigger the SMS sending process for all customer records in your spreadsheet. Ensure that you have accurately mapped all the required fields, including the customer name and mobile number, to send personalized messages.

Once you click ‘Send All Data’, Pabbly Connect will automatically send SMS messages to all customers, ensuring that they receive your New Year wishes without any manual effort.

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Conclusion

By using Pabbly Connect, you can automate the process of sending New Year wishes to your customers via SMS effortlessly. This integration with Google Sheets and Twilio not only saves time but also enhances customer engagement. Start automating your customer communications today!

Learn how to seamlessly add Paperform responses to MongoDB using Pabbly Connect. This step-by-step guide covers everything you need to automate your workflow. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To integrate Paperform responses into MongoDB, we will use Pabbly Connect. Start by signing up for a free account on Pabbly Connect, which can be done in just two minutes. Once signed up, log in to your Pabbly Connect dashboard to begin creating your automation workflow.

Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Paperform to DB’. Select the folder in your Pabbly Connect account where you want to save this automation, and then click on ‘Create’. This will open a new workflow interface with two sections: the trigger and the action.

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2. Configuring Paperform Trigger in Pabbly Connect

In the trigger section, we will set up Paperform as the app that initiates the automation. Search for ‘Paperform’ in the app selection and choose it. For the trigger event, select ‘New Form Submission’. Pabbly Connect will generate a webhook URL, which we will use to connect Paperform with this workflow. using Pabbly Connect

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Paperform account and navigate to the form you created.
• In the form settings, find the ‘After Submission’ section, then select ‘Integrations’ and choose ‘Webhook’.

On the Webhook page, paste the copied webhook URL and set the trigger on ‘New Submission’. Click on ‘Create’ to finalize this setup. Now, your Paperform is connected to Pabbly Connect, and it will send form responses whenever a new submission occurs.

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3. Testing the Paperform Integration

To test the integration, go back to your Paperform and submit a test response. Fill in the required fields, such as name, email, mobile number, property type, and any additional messages. After submitting the form, return to Pabbly Connect. using Pabbly Connect

In Pabbly Connect, you should see that the trigger section is now waiting for a webhook response. Once the test form is submitted, Pabbly Connect will capture the response. You will see all the details from your form submission appear in the trigger step, confirming that the integration is working correctly.

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4. Configuring MongoDB Action in Pabbly Connect

Now that we have successfully set up the Paperform trigger, we will configure the action to send the captured data to MongoDB. In the action step of Pabbly Connect, search for ‘MongoDB’ and select it. For the action event, choose ‘Create Record’ and click on ‘Connect’. using Pabbly Connect

To connect your MongoDB account, you will need to enter the connection string, username, and password. First, go to your MongoDB account, navigate to ‘Network Access’, and allow your current IP address. Then, go to ‘Clusters’ and obtain the connection string. Paste this string into Pabbly Connect, along with your MongoDB credentials and database name.

• Ensure you have created a collection in MongoDB where you want to store the responses.
• Map the fields from Paperform to MongoDB by clicking the mapping button in Pabbly Connect.
• Add the keys for each field you want to map, such as name, email, mobile number, etc.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. If configured correctly, you should see a successful response indicating that the data has been added to your MongoDB collection.

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5. Verifying Data in MongoDB

To confirm that the data from Paperform has been successfully added to MongoDB, go to your MongoDB account and refresh the collection page. You should see the new record reflecting the details submitted via Paperform. This verification step is crucial to ensure that your automation is functioning as intended.

Repeat the form submission process to test the automation multiple times. Each new submission in Paperform should create a corresponding record in MongoDB, showcasing the efficiency of using Pabbly Connect for automation. This integration not only saves time but also enhances data management across platforms.

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Conclusion

Using Pabbly Connect, you can effortlessly automate the process of adding Paperform responses into MongoDB. This tutorial has guided you through the setup, testing, and verification stages, ensuring a seamless integration. By following these steps, you can enhance your workflow and improve data management effectively.

Learn how to use Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads for your cookies business. 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. Accessing Pabbly Connect for Automation

To automate sending WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once there, sign in to your account using the options provided on the top right corner of the page.

If you are a new user, you can sign up for free and receive 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard where you can view and manage your workflows. This is where you will create the automation that connects IndiaMART and WhatsApp.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow; for this tutorial, name it ‘Send WhatsApp Message to IndiaMART Leads for Cookies Business’. After naming, select a folder to save your workflow.

• Click on the plus icon to create a new folder if needed.
• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts your workflow, while the action is what happens as a result. In this case, the trigger will be a new lead from IndiaMART, and the action will be sending a WhatsApp message.

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3. Setting Up Trigger for IndiaMART Leads

In the trigger application, select ‘IndiaMART’ and then choose the trigger event as ‘New Leads’. This tells Pabbly Connect to monitor for new inquiries from your IndiaMART account. To connect IndiaMART with Pabbly Connect, you will need a webhook URL provided by Pabbly.

Navigate to your IndiaMART seller dashboard and click on ‘Lead Manager’. From there, select ‘Import/Export Leads’ and then choose ‘Push API’. Here, you will enter your CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier. After saving the details, generate an OTP to complete the connection.

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4. Testing the Webhook Connection

After setting up the webhook in IndiaMART, you need to test the connection to ensure it’s working correctly. Submit a test inquiry from your IndiaMART account to trigger the webhook. This action should send data back to Pabbly Connect, confirming that the connection is successful.

Once you submit the test inquiry, return to your Pabbly Connect workflow. You should see the response from the webhook indicating that the data has been successfully captured. This confirms that your integration is functioning properly and will automatically send messages for future inquiries.

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5. Sending WhatsApp Messages via Pabbly Connect

Now that the trigger is set, it’s time to configure the action to send WhatsApp messages. In the action application, select ‘WhatsApp Cloud API’ and the action event as ‘Send Template Message’. Connect this to your WhatsApp Cloud API by entering the required details such as token ID, phone number ID, and WhatsApp business account ID. using Pabbly Connect

• Access the Meta for Developers dashboard to obtain your token and IDs.
• Select the template you created for your cookies business.
• Use mapping to dynamically insert the lead’s name into the message.

After entering all necessary details, click on ‘Save and Send Test Request’. Check your WhatsApp to see if the message has been received. If everything is set up correctly, you will receive a customized message confirming the inquiry.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to leads from IndiaMART for your cookies business. By following the steps outlined, you can streamline your communication process and ensure timely responses to inquiries. This automation not only saves time but also enhances customer engagement.

Learn how to automate the addition of IndiaMART leads to Google Sheets for your fabrication business using Pabbly Connect. Step-by-step tutorial 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. Accessing Pabbly Connect for Automation

To begin automating the addition of IndiaMART leads to Google Sheets, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly without any coding skills required.

Visit the Pabbly Connect landing page by typing Pabbly.com/connect in your browser. If you are an existing user, simply sign in. If you are new, you can sign up for free and get 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard to create your first workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the Create Workflow button and name your workflow, for instance, ‘Add IndiaMART Leads to Google Sheets for Fabrication Business.’ Select the folder where you want to save this workflow.

• Click on the Create button.
• Choose the trigger application as IndiaMART.
• Select New Leads as the trigger event.

This setup will ensure that every time a new lead is received in IndiaMART, it will trigger the workflow to add the lead details to Google Sheets automatically.

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3. Setting Up IndiaMART Integration

Now, you need to connect your IndiaMART account with Pabbly Connect. To do this, you will be provided with a Webhook URL in your workflow. Copy this URL and go to your IndiaMART account.

• Access the Lead Manager in your IndiaMART dashboard.
• Click on Import/Export Leads and select Push API.
• Enter Pabbly Connect as the CRM platform name and paste the Webhook URL.

After saving these details, your IndiaMART account will be successfully connected to Pabbly Connect, allowing it to send lead data whenever a new inquiry is made.

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4. Testing the Integration with Pabbly Connect

With the integration set up, it’s time to test whether the connection between IndiaMART and Pabbly Connect is working correctly. Perform a test submission by sending a query from your IndiaMART profile.

After submitting the query, return to Pabbly Connect and check if the Webhook response has captured the lead details. If successful, you will see the lead’s name, phone number, email, and the query content reflected in the response.

This test will confirm the connection is functional, and you can now proceed to add the lead details to Google Sheets.

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5. Adding Leads to Google Sheets Using Pabbly Connect

Now that you have confirmed the connection, the next step is to set up the action in Pabbly Connect. Choose Google Sheets as your action application and select Add New Row as the action event.

Connect your Google account by signing in and granting necessary permissions. Once connected, select the spreadsheet where you want to add the leads.

Ensure that the spreadsheet contains columns for Name, Phone, Email, Product, and Query. Use the mapping feature to dynamically insert lead details from the previous response. Click Save and Send Test Request to complete the setup.

After this, check your Google Sheets to confirm that the lead details have been added correctly. This completes the automation process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of IndiaMART leads to Google Sheets. By following the steps outlined, you can streamline your lead management process effectively.

With Pabbly Connect, you can integrate various applications seamlessly, saving time and reducing manual effort in managing leads for your fabrication business.

Learn how to automate sending New Year wishes to customers via WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API in this detailed tutorial.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send New Year wishes to customers via WhatsApp automatically, we start by accessing Pabbly Connect. This platform allows you to automate tasks by integrating various applications seamlessly.

First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month. Once logged in, you will see the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

Next, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A pop-up will appear asking for the workflow name and folder selection.

• Name your workflow as ‘Send New Year Wishes to Customers via WhatsApp Automatically’.
• Select a folder where you want to save this workflow, for example, ‘WhatsApp Automations’.

After filling in these details, click the ‘Create’ button to finalize the workflow setup. The workflow will now have two sections: Trigger and Action.

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3. Setting Up Trigger in Google Sheets

In this step, we will set up the trigger in Pabbly Connect using Google Sheets. Click on the Trigger section and select ‘Google Sheets’ as the trigger application.

For the trigger event, choose ‘New or Updated Spreadsheet Row’. This allows you to capture customer details added to your Google Sheets. You will need to connect your Google Sheets account to Pabbly Connect using the provided webhook URL.

• Copy the webhook URL given by Pabbly Connect.
• Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it if not already done.

After installation, refresh the spreadsheet and configure the webhook by selecting ‘Initial Setup’ from the Pabbly Connect menu, pasting the webhook URL, and specifying the trigger column (e.g., Column D).

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4. Setting Up Action in WhatsApp Cloud API

Now, we will set up the action in Pabbly Connect using WhatsApp Cloud API. Click on the Action section and select ‘WhatsApp Cloud API’ as the action application.

For the action event, choose ‘Send Template Message’. You will need to connect your WhatsApp Cloud API to Pabbly Connect by providing the token, phone number ID, and WhatsApp business account ID.

Enter the required details such as token, phone number ID, and WhatsApp business account ID. Select the template name you created for New Year wishes.

Ensure to map the recipient’s mobile number and customer’s name dynamically from the previous step. This setup allows you to send personalized messages automatically to each customer.

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5. Testing and Activating the Workflow

With everything set up, it’s time to test the workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to check if the WhatsApp message is sent successfully.

After testing, you should see a confirmation message indicating that the WhatsApp message was sent. To send New Year wishes to all customers listed in your Google Sheets, click on the ‘Send All Data’ button from the Pabbly Connect Webhooks menu in your spreadsheet.

This will trigger the workflow, sending New Year wishes to every customer automatically via WhatsApp. You can now enjoy the holiday season without the stress of manual messaging.

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Conclusion

In this tutorial, we explored how to send New Year wishes to customers via WhatsApp automatically using Pabbly Connect. By integrating Google Sheets with WhatsApp Cloud API, you can streamline your customer communications effectively.

Automating this process not only saves time but also ensures that every customer feels appreciated during the festive season. Start using Pabbly Connect today to enhance your business automation.

Learn how to automate the creation of WooCommerce customers from Instagram Lead Ads leads using Pabbly Connect in this detailed 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

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1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for a free account that offers 100 free tasks every month. Existing users should log in to their accounts to proceed.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can create a new workflow by clicking the ‘Create Workflow’ button located at the top right corner. This is the starting point for automating the process of creating WooCommerce customers from Instagram Lead Ads leads.

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2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow,’ a dialog box will appear prompting you to name your workflow. Enter a name like ‘Create WooCommerce Customer for Instagram Lead Ads Leads’ and select a folder for organization. For this example, choose the folder named ‘Instagram Automations’. using Pabbly Connect

• Name your workflow appropriately for easy identification.
• Select the appropriate folder to keep your workflows organized.

Click the ‘Create’ button to finalize your workflow setup. You will now see two sections labeled ‘Trigger’ and ‘Action.’ In this integration, the trigger will be set to capture new leads from Instagram Lead Ads, while the action will be to create a customer in WooCommerce.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘Instagram Lead Ads’. This will allow Pabbly Connect to monitor when a new lead is generated. Choose the trigger event as ‘New Lead’ to capture the lead data automatically.

Next, click the ‘Connect’ button to establish a connection between Instagram Lead Ads and Pabbly Connect. Ensure that you are logged into the correct Instagram account associated with your Facebook page. After connecting, select the Facebook page that hosts your Instagram Lead Ads.

• Make sure to log in to Instagram and Facebook before connecting.
• Choose the correct Facebook page linked to your Instagram account.

After selecting the page, choose the lead form you created for collecting leads. This will allow Pabbly Connect to capture the necessary lead information whenever a new lead is generated.

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4. Setting Up the Action to Create WooCommerce Customers

Now, for the action application, select ‘WooCommerce’. This will enable Pabbly Connect to add new customers automatically based on the leads captured from Instagram Lead Ads. Choose the action event as ‘Add New Customer’.

To connect WooCommerce with Pabbly Connect, click the ‘Connect’ button. You will need to provide your WooCommerce API credentials, which include the customer key, customer secret, and website URL. To find these, navigate to your WooCommerce settings, under the ‘Advanced’ section, and select ‘REST API’ to generate a new key.

Generate a new API key in WooCommerce for integration. Ensure to set permissions to read and write.

After entering the API details, click ‘Save’ to establish the connection. Now, you can map the lead data from Instagram to the corresponding fields in WooCommerce, ensuring that each new lead is created as a customer in your WooCommerce account.

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5. Testing the Integration Process

Once you have completed the setup, it’s crucial to test the integration. Generate a test lead using the Meta Lead Ads Testing Tool, selecting the appropriate Facebook page and lead form. Fill in the required details and submit the test lead.

After submitting the test lead, check back in Pabbly Connect to see if the lead data has been captured. If successful, you should see the details of the test lead displayed in the workflow. This confirms that the trigger setup is working correctly.

Use the Meta Lead Ads Testing Tool to generate a test lead. Verify that the lead information appears in Pabbly Connect.

Finally, check your WooCommerce account to ensure that the new customer has been successfully created with the details from the test lead. This completes the integration process, allowing you to automate customer creation from Instagram leads seamlessly.

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Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to automate the creation of WooCommerce customers from Instagram Lead Ads leads. By following the steps outlined, you can streamline your e-commerce operations and enhance customer management efficiently.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that your customer data is consistently updated. Start automating your workflows today to maximize your business potential!

Learn how to use Pabbly Connect to automatically send New Year wishes to customers via email. Step-by-step tutorial with Google Sheets and Gmail integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Automation

To send New Year wishes to customers via email automatically, the first step is to access Pabbly Connect. Start by visiting the URL Pabbly.com/connect in your browser. Here, you can either sign in to your existing account or click on the ‘Sign up for free’ button to create a new account.

Once you create an account, you’ll receive 100 free tasks each month. After signing in, navigate to the ‘All Apps’ section and click on ‘Access Now’ for Pabbly Connect. This will take you to the dashboard where you can manage your workflows.

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2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow; enter ‘Send New Year Wishes to Customers via Email Automatically’ and select the appropriate folder for organization.

Upon creating your workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is what happens as a result. Here, we will set Google Sheets as the Trigger and Gmail as the Action, enabling automated email sending when new customer data is added.

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3. Set Google Sheets as Trigger in Pabbly Connect

To configure the Trigger, select Google Sheets as the application in Pabbly Connect. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added in your Google Sheets.

Next, copy the Webhook URL provided by Pabbly Connect and head over to your Google Sheets. Go to Extensions > Add-ons > Get Add-ons, and search for the Pabbly Connect Webhook add-on. Install it, and then refresh your spreadsheet to see the new options.

• Paste the Webhook URL in the initial setup of the add-on.
• Specify the trigger column (the last column with data).
• Test the connection by sending a test response.

After completing the setup, return to Pabbly Connect to confirm that the test data from Google Sheets has been captured successfully.

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4. Set Gmail as Action in Pabbly Connect

Now, let’s configure the Action step by selecting Gmail as the application in Pabbly Connect. Choose the action event ‘Send Email’. Click on ‘Connect’, and if prompted, authorize Pabbly Connect to access your Gmail account.

In the email configuration fields, map the recipient’s email address from the test data received from Google Sheets. This will ensure that each customer receives their personalized New Year wishes. Fill in the sender name, email subject, and content, using HTML format for a more attractive email.

• Set the sender name as your business name.
• Use a catchy subject like ‘Happy New Year and a Special Gift for You!’.
• Personalize the email content with customer names.

Once all details are filled out, click ‘Save and Send Test Request’ to verify that the email is sent correctly. Check your Gmail inbox to confirm receipt of the email.

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5. Send New Year Wishes to All Customers Automatically

After successfully testing the email sending, it’s time to automate sending New Year wishes to all customers. In Pabbly Connect, go to Extensions > Pabbly Webhooks and click on ‘Send All Data’ to trigger the sending of emails to all customers listed in your Google Sheets.

As you send the data, each customer will receive their personalized email containing New Year wishes and any discount offers. This automated process helps save time and ensures that no customer is missed during the New Year celebrations.

Additionally, whenever you add a new customer to your Google Sheets, they will automatically receive an email as well, thanks to the triggers set up in Pabbly Connect. This seamless integration not only engages your customers but also enhances your business’s outreach during the festive season.

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Conclusion

Using Pabbly Connect to send New Year wishes to customers via email automatically is a straightforward process. By integrating Google Sheets and Gmail, you can efficiently reach out to your customers with personalized messages. This automation not only saves time but also boosts customer engagement during the festive season.