Author: Nitin Maheshwari

Learn how to automate the creation of Brevo contacts from Cognito Forms submissions using Pabbly Connect with this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Cognito Forms and Brevo Integration

To start the integration process using Pabbly Connect, you first need to access the platform by visiting the Pabbly Connect website. Once there, sign in to your existing account or create a new one if you are a new user. Pabbly Connect offers 100 free tasks each month, making it easy to get started with automation.

After signing in, you will see the dashboard displaying all available applications. Click on the ‘Access Now’ button for Pabbly Connect to enter the main dashboard. From here, you can begin creating your workflow by clicking on the ‘Create Workflow’ button located at the top right corner of the screen.

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2. Creating the Workflow in Pabbly Connect

In the workflow creation dialog, you will need to provide a name for your workflow. Enter ‘Create Brevo Contact on Cognito Forms Submission’ as the workflow name. Next, select a folder where you want to save this workflow. You can choose an existing folder or create a new one specifically for Cognito Forms automations. using Pabbly Connect

• Name your workflow: Create Brevo Contact on Cognito Forms Submission
• Select a folder: Choose or create a folder for your workflow

Once you have named your workflow and selected a folder, click on the ‘Create’ button. This will set up the workflow, and you will see two sections: Trigger and Action. The trigger indicates what event will start the automation, while the action specifies what should happen as a result.

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3. Setting Up the Trigger with Cognito Forms

For the trigger application, select ‘Cognito Forms’ from the list of available applications in Pabbly Connect. The trigger event you need to choose is ‘New Entry’. This means that every time a new form submission is made in Cognito Forms, it will trigger the automation process.

After selecting Cognito Forms and the New Entry trigger, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect Cognito Forms to Pabbly Connect. Next, open your Cognito Forms dashboard, navigate to the form you want to automate, and go to the settings panel.

• Select ‘Post JSON Data to a Website’ option
• Toggle the button to enable it
• Paste the copied webhook URL into the ‘Submit Entry Endpoint’ field

After pasting the URL, click the ‘Save’ button to save your changes. Now, your Cognito Forms is successfully connected to Pabbly Connect and is ready to capture data from new submissions.

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4. Testing the Integration with a Form Submission

To test whether your setup is working correctly, you need to perform a test submission on the Cognito Form. Go to the publish section of your form, and use the provided link to fill out the form. Enter the required details such as first name, last name, email, phone number, property type, and city. using Pabbly Connect

Once you have filled out the form, click on the submit button. After submitting, return to your Pabbly Connect workflow and check if the response from the test submission has been captured. You should see the details populated in the Pabbly Connect dashboard, confirming that the integration is working as intended.

Check if the response includes all fields like email and phone number Ensure that the data matches what you submitted

If the test submission is successful, you will see the captured data in Pabbly Connect, indicating that Cognito Forms is properly connected and functioning with your workflow.

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5. Setting Up the Action to Create a Brevo Contact

After confirming that the trigger is working, it’s time to set the action. In the action application section, select ‘Brevo’ as your action application. The action event you want to choose is ‘Create or Update Contact’. This will allow you to automatically create a new contact in Brevo whenever a new form submission is received from Cognito Forms. using Pabbly Connect

Click on the ‘Connect’ button to set up the connection. You will need to provide your Brevo domain and API key. The domain should be set to ‘api.brevo.com’. To get your API key, log in to your Brevo account, navigate to the SMTP and API settings, and generate a new API key. Copy this key and paste it into the corresponding field in Pabbly Connect.

Input the domain: api.brevo.com Generate and paste your API key from Brevo

Once the connection is established, you can map the fields from the Cognito Forms submission to the Brevo contact fields, such as email, first name, last name, and notes. After mapping all necessary fields, click on the ‘Save and Send Test Request’ button to finalize the setup. If successful, you will see a confirmation that the contact has been created in your Brevo account.

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Conclusion

In this tutorial, we explored how to automate the creation of Brevo contacts from Cognito Forms submissions using Pabbly Connect. By following the step-by-step instructions, you can streamline your lead management process and save valuable time. With Pabbly Connect, integrating different applications becomes seamless, allowing you to focus on growing your business.

Learn how to automate user enrollment from Instamojo sales to ThriveCart Learn using Pabbly Connect with this detailed step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start automating the enrollment process, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free to get started with 100 tasks each month.

After signing in, you will see various tools offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect to enter your dashboard. Here, you can create a workflow that connects your Instamojo sales to ThriveCart Learn.

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2. Create a Workflow in Pabbly Connect

Next, click on the ‘Create Workflow’ button to initiate the setup process. This is where you will define your workflow name, which should be something descriptive like ‘Enroll ThriveCart Learn User on Instamojo Sale’. Choose a folder to save your workflow if needed. using Pabbly Connect

• Click ‘Create’ to open the workflow window.
• Set up your trigger and action for the integration.
• Choose Instamojo as the trigger application.

In this workflow, the trigger will be a new sale made on Instamojo. This means whenever a sale occurs, the workflow will activate, allowing for automatic user enrollment in ThriveCart Learn.

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3. Set Up Instamojo Trigger in Pabbly Connect

To set up the trigger, search for ‘Instamojo’ in the application list and select the appropriate version, which is V2. You will then choose the trigger event as ‘New Sale’. Pabbly Connect will provide you with a webhook URL, which is crucial for connecting Instamojo with Pabbly Connect. using Pabbly Connect

Copy this webhook URL and go to your Instamojo account. Navigate to the product settings for the course you want to automate, and find the Webhook settings. Here, you will paste the copied URL and enable the webhook to send information about successful payments.

• Switch on the webhook option.
• Select ‘Successful Payments’ for the information to be sent.
• Save and update the settings.

Once this is done, Pabbly Connect will be ready to listen for new sales from Instamojo, effectively linking the two platforms.

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4. Capture Webhook Response in Pabbly Connect

After setting up the webhook, you need to test the connection to ensure that Pabbly Connect receives the correct data. Go back to your Instamojo account and perform a test sale using dummy user details. This will trigger the webhook and send the relevant information back to Pabbly Connect. using Pabbly Connect

Once you complete the test sale, return to Pabbly Connect. You should see the captured response from the test submission, including all the details entered during the sale. This confirms that the connection is active and working correctly.

Verify the buyer’s name, email, and other details in the response. Ensure that the response matches the information entered during the test sale.

With the successful capture of the webhook response, you are now ready to enroll the user in ThriveCart Learn automatically.

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5. Enroll User in ThriveCart Learn Using Pabbly Connect

The final step is to set up the action in Pabbly Connect to enroll the user in ThriveCart Learn. Select ‘ThriveCart Learn’ as the action application and choose the action event as ‘Create New Student’. You will need to connect your ThriveCart account by entering the API key, which you can find in the API settings of your ThriveCart account. using Pabbly Connect

After entering the API key, you will map the details from the webhook response to the required fields in ThriveCart Learn. This includes the user’s email, name, and course ID. Mapping allows the workflow to dynamically use the data from each new sale, ensuring that the right user is enrolled in the correct course.

Map the email and name from the webhook response. Enter the course ID manually from the course URL. Click on ‘Save and Send Test Request’ to finalize the enrollment.

Once completed, you will receive a confirmation that the user has been successfully enrolled in the course. This process is automated, meaning every new sale on Instamojo will automatically enroll the customer in ThriveCart Learn without any manual effort.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the enrollment of users from Instamojo sales to ThriveCart Learn. By following these steps, you can streamline your enrollment process, saving time and ensuring a seamless experience for your customers.

With Pabbly Connect, integrating multiple applications becomes easy and efficient, allowing you to focus on growing your business while the automation takes care of the routine tasks.

Learn how to automate user enrollment in ThriveCart Learn using Paperform submissions with 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 start the integration process between Paperform and ThriveCart Learn, first access Pabbly Connect by navigating to the Pabbly Connect homepage. Here, you will find options to 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 an account and receive 100 free tasks every month.

Once signed in, you will be taken to your dashboard where you can create and manage workflows. Click on the ‘Create Workflow’ button to begin. This action will prompt you to name your workflow, which in this case should be ‘Enroll ThriveCart Learn User on Paperform Submission’. After naming your workflow, select a folder to save it, and then click ‘Create’.

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2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow using Pabbly Connect. The trigger will be set to capture new submissions from Paperform. To do this, select Paperform as your trigger application. Then, choose the trigger event as ‘New Form Submission’. This will initiate the workflow whenever a new form is submitted.

• Select ‘Paperform’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Paperform account and edit the form you wish to connect. Navigate to the ‘Integrations’ section and select ‘Webhooks’. Here, paste the webhook URL and set the trigger event to ‘New Submission’. This completes the setup of the trigger in Pabbly Connect.

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3. Testing the Integration with Test Submission

To ensure that the integration between Paperform and Pabbly Connect is working correctly, you need to perform a test submission. Open the form you have integrated and fill it out with test data, such as a sample student name and email. Upon submission, Pabbly Connect will capture this data through the webhook.

Once the form is submitted, return to Pabbly Connect and check for the captured response. You should see all the details you entered, including the student’s name, email, and phone number. This confirms that the connection between Paperform and Pabbly Connect is established successfully.

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4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, the next step is to set up the action in Pabbly Connect. For this, select ThriveCart Learn as your action application. Choose the action event ‘Create New Student’. This action will enroll the student in the specified course upon receiving a new submission from Paperform.

To connect ThriveCart Learn with Pabbly Connect, you will need to provide an API token. Log into your ThriveCart Learn account, navigate to the API settings, and generate a new API key. Copy this key and paste it into Pabbly Connect to establish the connection.

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5. Finalizing User Enrollment in ThriveCart Learn

With the action set up, you can now configure the enrollment details in Pabbly Connect. Map the student’s email and course ID to the respective fields in ThriveCart Learn. This ensures that every time a new form submission occurs, the student’s information is dynamically inserted into ThriveCart Learn.

Once all fields are mapped correctly, click ‘Save and Send Test Request’ to finalize the enrollment process. If successful, you will see the new student listed in your ThriveCart Learn account, confirming that the integration is complete.

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Conclusion

This tutorial has detailed how to use Pabbly Connect to automate the enrollment of students in ThriveCart Learn through Paperform submissions. By following these steps, you can streamline your enrollment process and enhance your course management efficiency.

Learn how to automate the integration of IndiaMART leads into Google Sheets for your cookies 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 automate the process of adding IndiaMART leads to Google Sheets for your cookies business, the first step is to access Pabbly Connect. Open your web browser and navigate to Pabbly’s official website, where you can either sign up for a new account or log in if you already have one.

Once you are logged into Pabbly Connect, you will be directed to the dashboard. From here, you can create a new workflow to set up the integration. This process will allow you to connect IndiaMART with Google Sheets seamlessly.

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2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that will automate the addition of leads from IndiaMART to Google Sheets. Click on the ‘Create Workflow’ button on your dashboard. A pop-up will appear asking you to name your workflow. Name it something descriptive like ‘Add IndiaMART Leads to Google Sheets for Cookies Business’.

• Click on the folder icon to select where to save your workflow.
• After naming your workflow, confirm by clicking on the ‘Create’ button.

Now, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, your trigger will be a new lead from IndiaMART, which will be set up next.

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3. Setting Up the Trigger with IndiaMART

Next, set up the trigger in Pabbly Connect. Search for IndiaMART in the trigger application section. Select it and then choose the trigger event as ‘New Leads’. This means that every time a new lead is generated on IndiaMART, it will trigger the workflow.

After selecting the trigger, you will be provided with a Webhook URL. This URL acts as a bridge between IndiaMART and Pabbly Connect. Copy this URL to use it in IndiaMART’s settings. You will need to configure this in the IndiaMART lead manager to complete the connection.

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4. Configuring IndiaMART to Send Leads to Pabbly Connect

Now, go to your IndiaMART account and access the lead manager. Click on the hamburger menu icon and navigate to ‘Import/Export Leads’. Here, you will need to set up the Push API integration using the Webhook URL copied from Pabbly Connect.

• Select ‘Other’ as your source in the Push API settings.
• Paste the Webhook listener URL from Pabbly Connect into the appropriate field.
• Generate an OTP to complete the integration process and save your settings.

After saving, your IndiaMART account will automatically send new lead data to Pabbly Connect whenever a lead is created. This setup ensures you will receive real-time updates for your cookies business.

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5. Setting Up the Action to Add Leads to Google Sheets

The final step is to set up the action in Pabbly Connect to add the new lead details to Google Sheets. Search for Google Sheets in the action application section and select it. Choose the action event as ‘Add New Row’. This allows you to specify where in Google Sheets the new lead data will be input.

Now, connect your Google Sheets account with Pabbly Connect by signing in and allowing access. Select the specific spreadsheet where you want to store the IndiaMART leads. Map the fields from the lead data to the corresponding columns in your Google Sheet.

Finally, click on ‘Save and Send Test’ to verify that the integration works correctly. Once confirmed, your leads from IndiaMART will automatically populate your designated Google Sheets, streamlining your cookies business operations.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads with Google Sheets using Pabbly Connect. By setting up triggers and actions, you can automate the process of managing inquiries for your cookies business, ensuring that all lead data is organized and easily accessible. This integration not only saves time but also enhances your ability to follow up with potential customers effectively.

Learn how to automate the creation of Salesforce leads from Google Ads using Pabbly Connect in this step-by-step 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 Ads and Salesforce Integration

To start automating the creation of Salesforce leads from Google Ads, first, access Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. This platform serves as the central hub for all your automation needs.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect. Existing users can simply click on ‘Sign In’ to access their dashboards.

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2. Creating a New Workflow in Pabbly Connect

Once logged in, navigate to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear prompting you to name your workflow, such as ‘Create Salesforce Lead for Google Ads.’ Choose a folder where this workflow will be saved, preferably one related to lead management.

• Click on ‘Create’ to proceed after naming your workflow.
• You will see two important sections: Trigger and Action.
• Triggers initiate the workflow, while Actions define the responses.

With this understanding, you can now set up the trigger by selecting Google Ads as your trigger application. This will allow you to capture new lead form entries directly from Google Ads.

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3. Setting Up Google Ads as the Trigger Application

To capture leads, select Google Ads as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead Form Entry’. This event will initiate the workflow whenever a new lead fills out the form in your Google Ads campaign.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need to paste it into your Google Ads account under the lead delivery settings. This URL acts as a bridge to transfer lead data from Google Ads to Pabbly Connect.

• Navigate to your Google Ads form settings.
• Locate the ‘Lead Delivery’ option and paste the webhook URL there.
• Name the webhook for easy identification, such as ‘New Leads’.

After pasting the URL and naming it, send a test lead from Google Ads to ensure that the connection is successful. You will see the test data captured in Pabbly Connect.

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4. Integrating Salesforce with Pabbly Connect

Now that you have set up Google Ads as the trigger, it’s time to integrate Salesforce as the action application in Pabbly Connect. Select Salesforce from the action applications and choose the action event as ‘Create Record’. This action will allow you to add new leads to your Salesforce CRM.

Click on the ‘Connect’ button to establish a connection with Salesforce. If you have not logged into Salesforce, you will need to do so. Pabbly Connect will request permission to access your Salesforce account. Click ‘Allow’ to grant access. Once authorized, the connection will be established successfully.

Select the object type as ‘Lead’ from Salesforce. Map the fields from the Google Ads lead response to the Salesforce lead fields. Ensure that all required fields are filled in, such as name, email, and phone number.

After mapping the fields, click on the ‘Save and Send Test Request’ button. This will send the test data to Salesforce, creating a new lead record.

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5. Verifying Lead Creation in Salesforce

After successfully sending the test request, navigate to your Salesforce account and check the Leads section. You should see the newly created lead populated with the information provided in the test data from Google Ads.

This confirms that the integration between Google Ads and Salesforce through Pabbly Connect is successful. From now on, every time a new lead fills out the Google Ads form, their details will automatically be added to Salesforce, streamlining your lead management process.

By following these steps, you can easily set up a seamless integration between Google Ads and Salesforce using Pabbly Connect. This automation not only saves time but also enhances your ability to follow up with potential customers effectively.

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Conclusion

In this tutorial, we explored how to create Salesforce leads from Google Ads using Pabbly Connect. By automating this process, you can efficiently manage leads and improve your business operations. Now, you can easily set up this integration to enhance your lead management strategy.

Learn how to seamlessly integrate IndiaMART leads with Google Sheets for your construction business using Pabbly Connect. Step-by-step tutorial included. 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. Introduction to Pabbly Connect for Your Construction Business

To effectively manage your leads in the construction business, using Pabbly Connect is essential. This platform enables seamless integration between IndiaMART and Google Sheets, allowing you to automate lead management. By following this tutorial, you will learn how to set up this integration step-by-step.

The automation process ensures that every new lead from IndiaMART is automatically added to your Google Sheets. This saves time and helps your sales team follow up quickly and efficiently. Let’s dive into the setup process using Pabbly Connect.

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2. Setting Up Pabbly Connect for IndiaMART Integration

First, access the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, you will find various applications offered by Pabbly.

• Click on ‘Access Now’ to enter your Pabbly Connect account.
• Select ‘Create Workflow’ to start setting up your integration.
• Name your workflow, e.g., ‘Add IndiaMART Leads to Google Sheets’.

After naming your workflow, click on ‘Create’. You will be taken to the workflow window where you can set the trigger and action for your integration. In this case, the trigger will be IndiaMART, and the action will be Google Sheets, both facilitated by Pabbly Connect.

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3. Configuring the IndiaMART Trigger in Pabbly Connect

To set up the trigger, you need to select IndiaMART as your trigger application within Pabbly Connect. After selecting it, choose the trigger event as ‘New Lead’. This will ensure that every new lead captured will initiate the workflow.

Once the trigger event is selected, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your IndiaMART account to Pabbly Connect. Now, log into your IndiaMART account.

• Navigate to the Lead Manager section in IndiaMART.
• Select ‘Import/Export Leads’ from the options.
• Click on ‘Push API’ and enter the webhook URL.

By pasting the webhook URL and saving the details, you establish the connection between IndiaMART and Pabbly Connect. This step is crucial for automating the lead transfer process.

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4. Setting Up Google Sheets Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action application, which is Google Sheets. In Pabbly Connect, search for Google Sheets and select it as your action application. Choose the action event as ‘Add New Row’. This will allow new leads to be added as rows in your selected Google Sheet.

Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect. If you haven’t connected your account before, you will be prompted to sign in with your Google account and grant necessary permissions. Once connected, select the specific spreadsheet where you want to add the leads.

Choose your spreadsheet titled ‘New Leads and Inquiries’. Map the fields from the IndiaMART lead response to the corresponding columns in Google Sheets.

By mapping the fields, you ensure that the lead details such as name, phone number, address, and query message are correctly added to your Google Sheet. This step finalizes the action setup in Pabbly Connect.

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5. Testing the Integration and Final Steps

With the trigger and action set up, it’s time to test the integration. Make a test submission via IndiaMART to see if the lead details are captured correctly in Google Sheets. After submitting a lead, check your Google Sheets to confirm that the new lead appears as a new row.

If everything is configured correctly, you should see the lead details populated in the specified columns without any manual effort. This confirms that the integration is working as intended, and Pabbly Connect is effectively automating the process.

In summary, you have successfully linked IndiaMART and Google Sheets using Pabbly Connect. Now, every new lead received through IndiaMART will automatically be added to your Google Sheets, streamlining your workflow and enhancing your construction business operations.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads with Google Sheets using Pabbly Connect. This automation saves time and ensures that your leads are organized for timely follow-ups. By following the steps outlined, you can enhance your construction business operations effectively.

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect. Streamline your herbal product business with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, you will need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you do not have an account, you can sign up for free, which only takes a few minutes and provides you with 100 free tasks each month.

Once you are on the Pabbly Connect landing page, you will see options to sign in or sign up. Click on the ‘Sign In’ button if you already have an account. After signing in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate the setup. You will be prompted to name your workflow. Name it something descriptive, like ‘Adding IndiaMART Leads to Salesforce for Herbal Products’. This helps in identifying the workflow later. using Pabbly Connect

• Enter the name of your workflow.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. For this integration, you will set IndiaMART as the trigger application.

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3. Setting Up IndiaMART as the Trigger Application

To set up the trigger, search for IndiaMART in the trigger application section. Once selected, you will need to choose the trigger event. For this integration, select ‘New Leads’ as your trigger event.

Next, you will connect IndiaMART to Pabbly Connect using a webhook URL. This URL acts as a bridge between IndiaMART and Pabbly Connect, allowing data to flow seamlessly. Copy the webhook URL provided by Pabbly Connect.

• Navigate to IndiaMART and access the Lead Manager.
• Click on the hamburger icon and select Import/Export Leads.
• Choose the Push API option to create a new integration.

Once you have set up the integration in IndiaMART, paste the copied webhook URL into the appropriate field in IndiaMART. This connection allows Pabbly Connect to receive leads automatically whenever they are generated.

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4. Creating Action to Add Leads in Salesforce

Now that you have set up the trigger, the next step is to configure the action that will take place in Salesforce. In the action section of your workflow, search for Salesforce and select it as your action application.

For the action event, choose ‘Create Lead’ to automatically add new leads from IndiaMART into Salesforce. You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect’ and allow access to your Salesforce account.

After establishing the connection, you will need to fill in the lead details. Use the mapping feature in Pabbly Connect to map the fields from the IndiaMART inquiry to the corresponding fields in Salesforce. This ensures that all relevant information is transferred accurately.

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5. Testing and Verifying the Integration

Once you have completed the setup, it is crucial to test the integration to ensure everything is functioning correctly. Generate a test inquiry in IndiaMART to see if the data is sent to Pabbly Connect and subsequently added to Salesforce.

After creating a test inquiry, return to Pabbly Connect and check for the response. If the response indicates success, you can then verify by checking your Salesforce account for the newly created lead. This confirms that your integration is working as intended.

Now, every time you receive a new inquiry from IndiaMART, it will automatically create a lead in Salesforce, streamlining your sales process and enhancing efficiency.

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Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect simplifies the process of managing inquiries for your herbal product business. By following the steps outlined in this tutorial, you can automate lead entry, saving time and improving your sales workflow.

Learn how to automate sending WhatsApp messages to IndiaMART leads for your handloom business using Pabbly Connect with 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 Automation

To send WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section.

If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’. Once logged in, you will see various Pabbly tools, but for this tutorial, we will focus on Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow; enter a descriptive name like ‘Send WhatsApp Message to IndiaMART Leads’.

• Click on ‘Create’ to proceed.
• This will open the workflow window where you can set up triggers and actions.
• Remember, the trigger will command the workflow, while actions will respond accordingly.

In this workflow, the trigger will be from IndiaMART, and the action will be to send a WhatsApp message using Pabbly Connect.

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3. Setting the Trigger for IndiaMART

To set the trigger, select IndiaMART from the applications list in Pabbly Connect. The trigger event you want is ‘New Lead’. This event will start your automation process whenever a new lead is captured.

Once selected, you will receive a Webhook URL. This URL is crucial as it will connect your IndiaMART account with Pabbly Connect. Copy this URL and follow the instructions provided in the interface to link it to your IndiaMART account.

• Navigate to your IndiaMART account and go to the Lead Manager section.
• Select ‘Import/Export Leads’ and then ‘Push API’.
• Paste the copied Webhook URL and save your settings.

This setup ensures that every new lead from IndiaMART will trigger a WhatsApp message through Pabbly Connect.

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4. Sending WhatsApp Messages Through Pabbly Connect

Now that the trigger is set, it’s time to configure the action. For the action application, select WhatsApp by ASNC from the list in Pabbly Connect. The action event should be set to ‘Send Template Message’.

You will need to connect your WhatsApp account to Pabbly Connect. If you haven’t connected it yet, choose the option to add a new connection. You will be prompted for your API key, which can be obtained from your WhatsApp account settings.

Go to the ‘Manage’ section in your WhatsApp account. Click on ‘API Key’ and generate a new key. Copy and paste this key into Pabbly Connect to establish the connection.

Once connected, you can set up the campaign name and template parameters to personalize your messages effectively.

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5. Testing the Workflow for Effectiveness

After setting up the action, it’s crucial to test the workflow. You can do this by submitting a dummy inquiry through your IndiaMART account. This will trigger the workflow and allow you to see if the WhatsApp message is sent successfully.

Once the test submission is made, return to Pabbly Connect and check if the response has been captured. You should see the lead’s details, including their name and phone number, which will be used in the WhatsApp message.

Confirm that the message is personalized with the lead’s name. Make sure to replace any static numbers with dynamic mappings. Click on ‘Send Test Request’ to verify the message delivery.

If everything is set up correctly, you will receive the WhatsApp message in real-time, confirming that your automation is functional. This is how Pabbly Connect helps streamline your communication with leads.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending WhatsApp messages to IndiaMART leads for your handloom business. By following the outlined steps, you can ensure timely communication with potential customers, enhancing engagement and efficiency.

With this setup, every new inquiry will trigger an automated WhatsApp message, saving you time and effort while nurturing your leads effectively.

Learn how to create HubSpot contacts automatically with Instamojo payments using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the process of creating HubSpot contacts using Instamojo payments, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly without any coding knowledge.

Start by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in. Once logged in, you will see the Pabbly Connect dashboard, where you can create workflows that automate your tasks.

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2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow to connect Instamojo and HubSpot. Click on the ‘Create Workflow’ button, and you will be prompted to enter a name for your workflow. using Pabbly Connect

• Enter the workflow name: ‘Create HubSpot Contact on Instamojo Payment’.
• Choose a folder to save your workflow, for example, ‘Automations’.
• Click on ‘Create’ to proceed.

Once you click on ‘Create’, you will be directed to the workflow window where you will set up the trigger and action for your automation.

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3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow. Since you want to create a HubSpot contact whenever a payment is made on Instamojo, select Instamojo as your trigger application. using Pabbly Connect

• Choose the trigger event: ‘New Sale’.
• Copy the provided webhook URL to connect Instamojo with Pabbly Connect.

Next, navigate to your Instamojo account, go to the product settings, and paste the webhook URL in the advanced settings under the webhook section. Make sure to select ‘Successful Payments’ to ensure that only successful transactions trigger the workflow.

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4. Testing the Integration with a Submission

To ensure that your integration works correctly, you need to perform a test submission. Go back to the product page on Instamojo and complete a payment process. using Pabbly Connect

Enter the customer details such as name, email, and phone number. Select the payment method and complete the payment. Wait for the payment confirmation.

Once the payment is successful, Pabbly Connect will capture the response from Instamojo, allowing you to see the details of the transaction in your workflow.

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5. Creating HubSpot Contact from Payment Data

The final step is to create a new contact in HubSpot using the data captured from the payment. In Pabbly Connect, select HubSpot as your action application and choose the action event ‘Create Contact’. using Pabbly Connect

Connect your HubSpot account by clicking on ‘Connect with HubSpot CRM’. Map the required fields such as email, first name, and last name from the previous step.

Once you have mapped all required fields, click on ‘Save and Send Test Request’. If successful, a new contact will be created in your HubSpot account automatically, capturing all relevant customer details from the payment.

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Conclusion

Using Pabbly Connect, you can automate the creation of HubSpot contacts from Instamojo payments seamlessly. This integration not only saves you time but also keeps your customer data organized and up-to-date.

Learn how to integrate Paperform with Zenler using Pabbly Connect to automate user addition upon form submission. Step-by-step tutorial included. 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. Introduction to Pabbly Connect for Integrating Paperform and Zenler

Pabbly Connect is an essential tool for automating workflows between different applications, including Paperform and Zenler. In this tutorial, we will explore how to set up an automation that adds a Zenler user whenever a new submission is made in Paperform.

This integration not only saves time but also ensures accuracy by eliminating manual data entry. By using Pabbly Connect, you can streamline the process of adding new users to your Zenler account seamlessly.

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2. Creating a Workflow in Pabbly Connect

To begin, log into your Pabbly Connect account and click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow as ‘Add Zenler User on Paperform Submission’ and select an appropriate folder for organization.

• Log into Pabbly Connect.
• Click on ‘Create Workflow’.
• Name the workflow and select a folder.

After creating the workflow, you will need to set up a trigger. Select ‘Paperform’ as the trigger application and choose ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to capture responses whenever a new form is submitted.

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3. Connecting Paperform to Pabbly Connect

Next, you will need to connect your Paperform account to Pabbly Connect. After selecting ‘New Form Submission’ as the trigger, a webhook URL will be generated. Copy this URL as it will be used to connect Paperform with your Pabbly Connect workflow.

In your Paperform account, navigate to the form you wish to integrate. Click on ‘Edit’ and then go to the ‘After Submission’ settings. Here, select ‘Integrations and Webhooks’ and add a new webhook. Paste the copied URL from Pabbly Connect into the webhook URL field.

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4. Setting Up Zenler Integration in Pabbly Connect

After successfully connecting Paperform, the next step is to add Zenler as an action application in your Pabbly Connect workflow. Choose ‘Zenler’ and select the action event as ‘Add New User’. This action will ensure that whenever a new form is submitted, the user is automatically added to your Zenler account.

To connect Zenler, you will need to enter your Zenler API key and school name. You can find your school name in the URL of your Zenler account. After entering these details, click on ‘Save’ to establish the connection.

• Select ‘Zenler’ as the action application.
• Choose ‘Add New User’ as the action event.
• Enter the required API key and school name.

Once connected, you can map the data from the Paperform submission to the corresponding fields in Zenler, such as first name, last name, email, and phone number. This mapping allows Pabbly Connect to dynamically insert the correct information into Zenler.

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5. Testing the Automation

With everything set up, it’s time to test the automation. Go back to your Paperform and submit a test entry. After submitting the form, return to Pabbly Connect to check if the response has been captured successfully.

If everything is configured correctly, you will see a successful response indicating that the new user has been added to your Zenler account. This confirms that the automation is working as intended, allowing you to seamlessly manage user registrations.

By utilizing Pabbly Connect, you can ensure that your onboarding process for new students is efficient and error-free, making your workflow significantly more productive.

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Conclusion

In this tutorial, we explored how to integrate Paperform with Zenler using Pabbly Connect. By following these steps, you can automate user addition upon form submission, saving time and reducing errors. This integration enhances your workflow, making it easier to manage new student registrations.