Author: Nitin Maheshwari

Learn how to automate the process of extracting text data from Dropbox and adding it to Google Sheets using Pabbly Connect. Follow our detailed step-by-step guide.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Automation

To automate the extraction of text data from an uploaded text file in Dropbox and add it to Google Sheets, we first need to set up Pabbly Connect. This platform allows seamless integration between various applications, enabling you to automate processes efficiently.

Begin by signing up for a free account on Pabbly Connect. After logging into your dashboard, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Dropbox to Google Sheets,’ and select the appropriate folder for your automation.

---

2. Connecting Dropbox to Pabbly Connect

In this step, we will connect our Dropbox account to Pabbly Connect. This connection is crucial as it allows Pabbly to monitor a specific folder for new text files. Start by selecting Dropbox as the app in the trigger window.

• Choose ‘New File’ as the trigger event.
• Click on ‘Connect’ and then ‘Add New Connection’.
• Authenticate your Dropbox account by clicking on ‘Connect with Dropbox’.
• Specify the folder path from which to capture new files, starting with a slash.

Once you have set the folder path, click on ‘Save and Send Test Request’ to confirm the connection. This action will capture the details of the most recent file uploaded to the specified folder.

---

3. Extracting Text from the Uploaded File

After successfully connecting Dropbox, the next step is to extract the text content from the uploaded file using Pabbly Connect. For this, we will utilize the API feature within Pabbly Connect.

In the action step, select the API module and choose the ‘Execute API Request’ action event. Connect this step and configure it to use the GET method. The API endpoint URL must include the file URL obtained from the previous step, appended with ‘&raw=1’ to ensure the text is extracted correctly.

• Map the file URL from Dropbox into the API endpoint URL field.
• Click ‘Save and Send Test Request’ to retrieve the text data.

Upon successful execution, you will receive the text content from the uploaded file, confirming that the extraction process is complete.

---

4. Adding Extracted Data to Google Sheets

The final step is to add the extracted text data into Google Sheets using Pabbly Connect. This integration allows you to organize your data efficiently.

To do this, select Google Sheets as the action app and choose the ‘Add New Row’ action event. Connect your Google Sheets account by signing in through the provided prompt. Once connected, select the spreadsheet and the specific sheet where you want to add the data.

Map the file name, file URL, and extracted text content into their respective fields. Click ‘Save and Send Test Request’ to finalize the operation.

After executing this step, check your Google Sheets to confirm that the new row has been added with the correct data from the uploaded text file.

---

5. Testing the Automation Workflow

Once the integration is set up, it’s essential to test the automation created with Pabbly Connect. Upload another text file to the specified Dropbox folder to see if the automation triggers successfully.

Wait for approximately 10 minutes, as Pabbly Connect checks for new files in the Dropbox folder on a polling basis. After this period, check your Google Sheets to verify if the new data has been added correctly.

This testing step confirms that your automation workflow is functioning as intended, allowing you to extract text data from Dropbox and add it to Google Sheets seamlessly.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the extraction of text data from Dropbox and add it to Google Sheets. By following these steps, you can streamline your workflow and enhance productivity.

Learn how to automate WooCommerce customer creation from Google Forms submissions using Pabbly Connect. Follow this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Google Forms and WooCommerce Integration

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will focus on how to create a WooCommerce customer automatically when a Google Forms submission occurs. This integration streamlines customer management and ensures no potential customer is missed.

Using Pabbly Connect, we will set up a workflow that connects Google Forms to WooCommerce. This automation saves time and enhances efficiency, allowing businesses to manage customer data effortlessly. Let’s dive into the setup process.

---

2. Setting Up Pabbly Connect for Google Forms

To start, navigate to the Pabbly Connect website and log into your account. If you are new, you can sign up for a free account, which provides limited monthly automations. Once logged in, you will be directed to the dashboard where you can create a new workflow. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Create WooCommerce Customer on Google Forms Submission’.
• Select a folder for your workflow.

After naming your workflow, select Google Forms as the trigger application. This step is crucial because it defines what event will initiate the automation. You will then choose the trigger event as ‘New Response Received’ to capture form submissions.

---

3. Connecting Google Forms to Pabbly Connect

Once you have set Google Forms as your trigger, Pabbly Connect will generate a Webhook URL. This URL is essential for establishing a connection between Google Forms and your workflow. using Pabbly Connect

To connect, follow these steps:

• Copy the Webhook URL provided by Pabbly Connect.
• Open your Google Form and navigate to the ‘Responses’ tab.
• Link the form to a Google Sheets spreadsheet by clicking on ‘Create Spreadsheet’.

Next, install the Pabbly Connect Webhooks add-on in your Google Sheets to facilitate communication. Refresh the spreadsheet after installation to ensure the add-on is active. This setup will allow Google Forms submissions to trigger events in Pabbly Connect.

---

4. Creating a WooCommerce Customer from Google Forms Submission

After configuring Google Forms, the next step is to set up WooCommerce as the action application in Pabbly Connect. This action will create a new customer in WooCommerce whenever a form submission is received. using Pabbly Connect

To do this, select WooCommerce as your action application and choose the action event as ‘Add New Customer’. You will need to connect your WooCommerce account by providing the necessary API credentials.

Navigate to WooCommerce settings, then to the API section. Generate API keys and copy the Customer Key, Customer Secret, and Website URL. Paste these credentials into Pabbly Connect to establish the connection.

After the connection is established, you can map the form fields to the customer fields in WooCommerce. This mapping ensures that the data entered in Google Forms is accurately reflected in the WooCommerce customer database.

---

5. Testing the Integration and Conclusion

With everything set up, it’s time to test the integration. Fill out the Google Form with test data and submit it. Pabbly Connect will capture this submission and create a new customer in WooCommerce automatically.

To verify, go to your WooCommerce customer list and search for the newly created customer. You should see the details populated as per your Google Forms submission. This confirms that your integration is working flawlessly.

In conclusion, using Pabbly Connect to integrate Google Forms with WooCommerce significantly enhances customer management processes. This automation allows businesses to focus on growth while ensuring potential customers are captured efficiently.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

---

Learn how to automate Keap contact creation from Contact Form 7 submissions using Pabbly Connect. Step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect for Automation

To automate the process of creating or updating Keap contacts upon Contact Form 7 submissions, you need to start with Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly, including WordPress and Keap. Begin by visiting the Pabbly Connect homepage and logging into your account.

If you are a new user, you can sign up for a free account to explore the capabilities of Pabbly Connect. Once logged in, you will be greeted with the dashboard where you can create workflows to automate your tasks effectively.

---

2. Create a Workflow in Pabbly Connect

Now that you are in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the screen. You will then be prompted to name your workflow. For this integration, name it ‘Create or Update Keap Contact on Contact Form 7 Submission.’

• Choose a folder to organize your workflow.
• Select an existing folder or create a new one as needed.

After naming your workflow, click on the ‘Create’ button. This will set up the foundation for your automation where Pabbly Connect will handle the trigger and action processes.

---

3. Set Up Trigger with Contact Form 7

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select ‘Contact Form 7’ as your trigger application. You need to choose the trigger event as ‘New Form Submission’ to ensure that every time a form is submitted, the workflow is activated.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it is essential for connecting your Contact Form 7 plugin with Pabbly Connect. You will need to paste this URL into the webhook settings of your Contact Form 7 plugin in WordPress.

---

4. Connect Contact Form 7 to Pabbly Connect

To integrate Contact Form 7 with Pabbly Connect, log into your WordPress account and navigate to the Contact Form 7 settings. Open the form you want to connect and click on the ‘Webhook’ option. Here, paste the webhook URL you copied from Pabbly Connect and ensure the integration option is enabled.

After saving the changes, your Contact Form 7 is now connected to Pabbly Connect. To test the connection, submit a dummy form entry. This will trigger the webhook and send the data to Pabbly Connect, confirming that the integration is working correctly.

---

5. Create or Update Keap Contact

With the trigger successfully set up, the next step is to define the action in Pabbly Connect. Select ‘Infusionsoft by Keap’ as your action application and choose the action event as ‘Create or Update a Contact’. This step ensures that every new form submission results in creating or updating a contact in your Keap account.

You will need to connect your Infusionsoft account with Pabbly Connect. Click on ‘Connect with Infusionsoft by Keap’ and authorize access. Once connected, map the fields from your form submission to the corresponding fields in Keap, such as email, first name, last name, and phone number. Finally, save and send the request to complete the setup.

---

Conclusion

In this tutorial, we explored how to automate the creation or updating of Keap contacts using Pabbly Connect when a Contact Form 7 submission occurs. By following these steps, you can streamline your workflow and ensure that all contact details are accurately captured without manual intervention. This integration not only saves time but also enhances your ability to manage leads effectively.

Learn how to automate sending Christmas wishes to customers via WhatsApp using Pabbly Connect and Google Sheets in this step-by-step guide. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Christmas Wishes

To send Christmas wishes to your customers via WhatsApp automatically, you need to set up Pabbly Connect. 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 benefit from 100 free tasks every month.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for a workflow name and folder selection. Enter ‘Send Christmas Wishes to Customers via WhatsApp Automatically’ as the workflow name and select a folder, like ‘WhatsApp Automations’. After that, click on the ‘Create’ button to finalize your workflow.

---

2. Trigger Setup with Google Sheets in Pabbly Connect

Now that we have set up Pabbly Connect, the next step is to configure the trigger application. We will select Google Sheets as our trigger application. This allows us to capture new customer details added to our spreadsheet. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to ensure that any new entry in the sheet will trigger the automation.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for integration.

After copying the webhook URL, open your Google Sheets document where you have recorded customer details. Navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ and search for ‘Pabbly Connect Webhooks’. Install it if you haven’t already. After installation, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ and then click on ‘Initial Setup’. Paste the webhook URL and set the trigger column (e.g., Column D) where customer data is populated.

---

3. Sending WhatsApp Messages with Pabbly Connect

With the trigger set up, it’s time to configure the action step to send WhatsApp messages. In this step, we will select WhatsApp as our action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This will allow us to send personalized Christmas greetings to our customers.

• Select WhatsApp as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account using the API key provided by your WhatsApp service.

After connecting your WhatsApp account, you will need to create a campaign for the template message. Go to the campaign section in your WhatsApp account, select ‘API Campaign’, and fill in the campaign name as ‘Christmas Wishes’. Choose the message template you created earlier and set it live. This will ensure that your personalized messages are ready to be sent out.

---

4. Mapping Data in Pabbly Connect for Personalization

In this step, we will map the data from Google Sheets to personalize the WhatsApp messages. Using Pabbly Connect, we can dynamically insert customer names into the message template. For the mobile number field, map the customer’s phone number from the previous step.

Next, enter the customer’s name in the template parameter field. This ensures that each customer receives a personalized message. After filling in all required fields, click on the ‘Save and Send Test Request’ button to test the integration. If successful, you will receive a confirmation that the message has been sent.

---

5. Finalizing the Automation to Send Christmas Wishes

Now that we have successfully tested the WhatsApp message, we need to finalize the automation. Go back to your Google Sheets and ensure that the ‘Send on Event’ option is selected in the Pabbly Connect Webhooks settings. This ensures that every time you add a new customer, a WhatsApp message will be sent automatically.

To send messages to all existing customers, select the ‘Send All Data’ option in the Pabbly Connect Webhooks settings. This will trigger the sending of messages to all customers whose details are already present in your Google Sheets. With this setup, you can now efficiently send Christmas wishes to all your customers via WhatsApp automatically using Pabbly Connect.

---

Conclusion

In this tutorial, we explored how to automate sending Christmas wishes to customers via WhatsApp using Pabbly Connect. By integrating Google Sheets and WhatsApp, you can efficiently manage customer interactions during the holiday season. This automation saves time and ensures personalized communication with your customers.

Learn how to create HubSpot contacts from Simvoly form submissions using Pabbly Connect. This detailed guide walks you through the entire process step-by-step. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for HubSpot and Simvoly Integration

To begin the integration process, first, access Pabbly Connect. This platform allows you to automate the connection between HubSpot and Simvoly seamlessly. Start by signing up for a free account on Pabbly Connect and logging into your dashboard.

Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Simvoly to HubSpot,’ and click on the ‘Create’ button to proceed. This sets the stage for integrating your applications.

---

2. Setting Up Simvoly Form Submission Trigger in Pabbly Connect

In the workflow, the first step is to select Simvoly as the trigger app. Choose the trigger event as ‘New Form Submission’. This allows Pabbly Connect to listen for any new submissions from your Simvoly form. using Pabbly Connect

• Select ‘Simvoly’ from the app list.
• Choose the trigger event ‘New Form Submission’.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Simvoly website settings and add this webhook URL under the application settings. By doing this, every time a new form is submitted, the data will be sent to Pabbly Connect, triggering your workflow.

---

3. Searching for Existing Contacts in HubSpot Using Pabbly Connect

After setting up the trigger, the next step is to search for existing contacts in HubSpot using the email address collected from the Simvoly form. In the action step of your workflow, select HubSpot as the action app. using Pabbly Connect

Choose the action event as ‘Search Contact’. This will allow Pabbly Connect to check if the submitted email already exists in your HubSpot CRM. Connect your HubSpot account to Pabbly Connect, and map the email address from the form submission to the search value in HubSpot.

---

4. Conditional Routing: Update or Create Contact in HubSpot

To handle both scenarios — whether the contact exists or not — you will set up conditional routing in Pabbly Connect. Use the router feature to create two branches: one for existing contacts and another for new contacts. using Pabbly Connect

For the first branch, set a filter condition based on the existence of the contact ID. If the contact exists, use the ‘Update Contact’ action in HubSpot. Map the necessary fields such as first name, last name, and city to update the existing contact details.

• Select ‘Update Contact’ from HubSpot in the action step.
• Map the contact ID and other relevant fields.
• Save and test this step to ensure it updates correctly.

For the second branch, if the contact does not exist, select ‘Create Contact’ in HubSpot as the action. Map the collected details from the Simvoly form to create a new contact in HubSpot.

---

5. Testing the Automation Workflow in Pabbly Connect

Once both branches are set up, it’s crucial to test your automation. First, submit a new entry through your Simvoly form to trigger the workflow. Check the history section in Pabbly Connect to see if the automation executed correctly. using Pabbly Connect

If the contact already exists, verify that the details are updated in HubSpot. If it’s a new contact, ensure that a new entry is created in HubSpot with the correct details. This testing phase ensures that your integration is functioning as intended.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

---

In conclusion, using Pabbly Connect, you can automate the process of creating or updating HubSpot contacts based on Simvoly form submissions. This integration streamlines your workflow, saving time and ensuring data accuracy.

Learn how to automate creating Kit subscribers from Cashfree payments using Pabbly Connect in this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a Kit subscriber on Cashfree Payment, we will utilize Pabbly Connect. First, navigate to Pabbly Connect by typing ‘Pabbly.com/connect/’ in your browser. This platform enables seamless automation between applications without any coding knowledge.

After accessing the site, sign in to your existing account or create a new one. Upon signing in, you will be directed to the Pabbly Connect dashboard where you can manage your workflows and integrations effectively.

---

2. Creating a Workflow in Pabbly Connect

To automate the process of creating a Kit subscriber, we need to establish a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and provide a name such as ‘Create Kit Subscriber on Cashfree Payment’. Select the appropriate folder for better organization.

• Name your workflow.
• Select a folder for organization.
• Click ‘Create’ to proceed.

Once the workflow is created, you will see two boxes labeled Trigger and Action. The trigger will be set to Cashfree, indicating that whenever a payment occurs, a subscriber will be created in Kit.

---

3. Setting Up Cashfree as Trigger in Pabbly Connect

In this step, we will configure Cashfree as the trigger application in Pabbly Connect. Select Cashfree from the list of applications and choose the trigger event as ‘Payment via Form’. This will initiate the workflow every time a payment is made.

Next, you’ll need to connect Cashfree to Pabbly Connect by providing a webhook URL. This URL acts as a bridge for communication between the two platforms. Copy the webhook URL generated by Pabbly Connect and paste it into your Cashfree account under the Webhooks settings.

• Log into Cashfree and navigate to ‘Webhooks’.
• Add a new webhook endpoint using the copied URL.
• Test and save your settings.

After setting this up, you will test the webhook connection by making a payment through Cashfree. Ensure that the payment data is captured in Pabbly Connect.

---

4. Configuring Kit as Action in Pabbly Connect

Now that the trigger is set, we will configure the action application, which is Kit. Select Kit from the application list and choose the action event as ‘Create Subscriber’. This step will allow you to create a new subscriber in your Kit account based on the payment information received from Cashfree.

To connect Kit with Pabbly Connect, you will need the API key and API secret from your Kit account. Navigate to your Kit account settings, copy the necessary credentials, and paste them into Pabbly Connect to establish the connection.

Select the tag for the subscriber (e.g., Cashfree). Map the email, first name, last name, and phone number from the Cashfree payment response. Click ‘Save and Send Test Request’ to finalize the setup.

After completing these steps, verify that the subscriber has been created in your Kit account with the correct details.

---

5. Testing the Integration Workflow

After setting up both the trigger and action, it’s crucial to test the entire workflow to ensure that everything functions as expected. Make a test payment through your Cashfree account, using dummy details to simulate a real transaction.

Once the payment is successful, check your Kit account to confirm that the subscriber has been created. You should see the new subscriber listed under the specified tag, indicating that the integration via Pabbly Connect is working correctly.

To summarize:

Make a payment through Cashfree. Verify the subscriber creation in Kit. Ensure all details are accurately captured.

If the subscriber appears as expected, your automation is successfully set up, and you can now enjoy the benefits of automated subscriber creation with every payment received.

---

Conclusion

In this tutorial, we explored how to create a Kit subscriber on Cashfree payment using Pabbly Connect. By following the steps outlined, you can automate the process of subscriber creation, saving time and reducing manual effort. This integration enhances your workflow efficiency and ensures that all payment transactions are seamlessly captured in your Kit account.

Learn how to automate your lead management by integrating Google Forms with SendGrid using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will learn how to create or update SendGrid contacts based on Google Forms submissions using Pabbly Connect.

As an owner of an online fashion store, automating lead management is crucial. Using Google Forms, you can collect customer details, and with Pabbly Connect, you can automatically add these leads to your SendGrid account, saving time and reducing manual effort.

---

2. Setting Up Your Pabbly Connect Account

To begin, you need to access your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 free tasks every month. For existing users, simply log in to your account.

Once logged in, you will see various applications. Click on the Pabbly Connect icon to access the dashboard. Here are the steps to create your workflow:

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Create or Update SendGrid Contact on Google Form Submission.’
• Select a folder to save your workflow, such as ‘Google Forms Automations.’

After naming your workflow and selecting a folder, click on the ‘Create’ button to finalize the setup. Your workflow is now ready for further configuration.

---

3. Connecting Google Forms with Pabbly Connect

The next step involves setting up the trigger for your workflow. Select Google Forms as your trigger application in Pabbly Connect. The trigger event will be ‘New Response Received,’ which captures data from form submissions.

To connect Google Forms to Pabbly Connect, you will receive a unique webhook URL. Copy this URL and follow these steps:

• Open your Google Form and go to the ‘Responses’ section.
• Click on ‘Link to Sheets’ to create a new spreadsheet for responses.
• Go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on.

After installing the add-on, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ to perform the initial setup. Paste the webhook URL and set the trigger column to the final data column (Column E). Click ‘Submit’ to complete the setup.

---

4. Testing the Integration with a Sample Submission

With the trigger set up, it’s time to test the integration. Go back to your Google Form and perform a test submission. Fill in the details such as first name, last name, email, and phone number, then click the submit button.

Once the test submission is complete, check your linked Google Sheets to confirm that the response has been recorded. You should see the details populated in the spreadsheet. Now, return to Pabbly Connect to verify that the response has been captured in your workflow.

To check this, refresh your Pabbly Connect dashboard. You should see the captured response, confirming that the integration is working correctly. This means that every new form submission will automatically trigger the addition of a new contact in SendGrid.

---

5. Creating or Updating SendGrid Contacts

Now that the trigger is set, we need to set up the action step to create or update contacts in SendGrid. Select SendGrid as your action application in Pabbly Connect and choose the action event as ‘Add or Update a Contact.’

To connect SendGrid to Pabbly Connect, you will need to provide an API key. Go to your SendGrid account, navigate to ‘Settings’ > ‘API Keys,’ and create a new API key with full access. Copy this key and paste it into Pabbly Connect.

Next, select the list where you want to add the contact, such as ‘Google Forms Leads.’ Map the fields from the previous step (Google Forms) to SendGrid, including first name, last name, email, and phone number. Finally, click ‘Save and Send Test Request’ to complete the process. If successful, you will see the new contact added to your SendGrid account.

---

Conclusion

In this tutorial, we demonstrated how to automate the process of creating or updating SendGrid contacts using Google Forms submissions with Pabbly Connect. This integration streamlines your lead management, saving you time and ensuring accuracy in your email marketing efforts.

By following these steps, you can easily set up similar automations for other applications, enhancing your workflow efficiency. Start using Pabbly Connect today to simplify your business processes!

Learn how to automatically add Google Ads leads as Zendesk users with Pabbly Connect. This step-by-step guide covers the entire process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect for Integration

To automatically add Google Ads leads as Zendesk users, the first step is to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect.

Once there, you can either sign in if you are an existing user or click on ‘Sign Up for Free’ to create a new account. Upon signing up, you will receive 100 free tasks each month to explore the capabilities of Pabbly Connect.

---

2. Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow ‘Automatically Add Google Ads Leads as Zendesk Users’.

Next, you will be prompted to select a folder for your workflow. Choose a relevant folder, such as ‘Lead Management’. This helps in organizing your workflows within Pabbly Connect.

---

3. Set Up Google Ads as the Trigger Application

In this step, you will configure Google Ads as the trigger application in Pabbly Connect. Select Google Ads from the list of applications and choose the trigger event as ‘New Lead Form Entry’. This will initiate the workflow whenever a new lead is generated.

After selecting the trigger, you will receive a webhook URL from Pabbly Connect. Copy this URL and proceed to your Google Ads account. In your lead generation form settings, scroll down to the ‘Lead Delivery’ section and paste the webhook URL into the designated field. This connects your Google Ads lead form to Pabbly Connect.

• Navigate to your Google Ads account.
• Select the lead generation form you created.
• In ‘Lead Delivery’, paste the webhook URL.

By completing these steps, you will ensure that every new lead entry is captured by Pabbly Connect, which will then trigger the next action.

---

4. Configure Zendesk as the Action Application

Now that you have set up Google Ads as the trigger, the next step is to configure Zendesk as the action application in Pabbly Connect. Select Zendesk and choose the action event as ‘Create User’. This action will create a new user in Zendesk whenever a new lead is captured.

To establish a connection between Pabbly Connect and Zendesk, click on ‘Connect’. You will need to provide your Zendesk username and API token. Follow the instructions provided in Pabbly Connect to retrieve your API token from your Zendesk account.

• Go to your Zendesk account settings.
• Select ‘Admin’ and then ‘API’.
• Generate a new API token.

Once the connection is established, you will be able to map the lead details from Google Ads to the user fields in Zendesk, ensuring that each new lead is accurately represented in your support system.

---

5. Map Lead Details and Test the Integration

With the connection established, it’s time to map the lead details from Google Ads to the corresponding fields in Zendesk. In the mapping section, select the fields such as name, email, phone number, and role of the user. This allows Pabbly Connect to dynamically create users based on the captured lead information.

Once you have completed the mapping, click on the ‘Save and Send Test Request’ button. This will send a test request to Zendesk, creating a new user based on the test lead information. Check your Zendesk account to confirm that the new user has been created successfully.

By following these steps, you have successfully automated the process of adding Google Ads leads as Zendesk users using Pabbly Connect. This integration streamlines your lead management process and enhances your customer support capabilities.

---

Conclusion

In this tutorial, we explored how to automatically add Google Ads leads as Zendesk users using Pabbly Connect. By following these detailed steps, you can enhance your lead management and customer support processes effectively.

Learn how to integrate Cashfree with Google Sheets automatically using Pabbly Connect. This step-by-step tutorial covers all necessary actions and settings. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To add Cashfree payment details in Google Sheets automatically, you first need to access Pabbly Connect. Begin by opening your web browser and navigating to Pabbly Connect’s official site. If you are a new user, you can sign up for a free account, which includes 100 tasks free every month.

Once you are on the landing page, click on the ‘Sign In’ button if you already have an account. After logging in, you will see a dashboard with various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to start the integration process.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, you can use ‘How to Add Cashfree Payment Details in Google Sheets Automatically’. Choose a folder to save the workflow, such as ‘Automations’.

• Click on ‘Create’ to proceed.
• This will take you to the workflow editor where you can set up your trigger and action.

In the workflow editor, select Cashfree as your trigger application. For the trigger event, choose ‘New Payment’. This allows Pabbly Connect to monitor your Cashfree account for new payments automatically.

---

3. Setting Up Cashfree in Pabbly Connect

To connect Cashfree with Pabbly Connect, you will need to copy the provided webhook URL. This URL is essential for capturing payment details. Log in to your Cashfree account and navigate to the Developers section, then select ‘Webhooks’.

• Choose the ‘Payment Form’ option and click on ‘Add Webhook Endpoint’.
• Paste the copied webhook URL and click ‘Test and Add’.

Once you have added the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to ensure that the connection is established. This step is crucial as it verifies that Pabbly Connect can receive data from Cashfree.

---

4. Integrating Google Sheets with Pabbly Connect

The next step is to set up Google Sheets as the action application in your workflow. Search for Google Sheets in the action application section of Pabbly Connect. For the action event, select ‘Add New Row’. This action will allow you to add payment details into Google Sheets automatically.

Connect your Google Sheets account by clicking on ‘Add New Connection’ and then signing in with your Google account. Grant the necessary permissions for Pabbly Connect to access your Google Sheets. Once connected, select the spreadsheet where you want to store the payment details, which should be labeled as ‘Payment Details’.

Choose the specific sheet within the spreadsheet, typically ‘Sheet1’. Map the fields from the Cashfree payment response to the corresponding columns in Google Sheets.

Mapping ensures that every new payment detail is recorded accurately in real-time. This dynamic mapping is one of the powerful features of Pabbly Connect.

---

5. Testing the Integration

Now that you have set up the integration between Cashfree and Google Sheets using Pabbly Connect, it’s time to test the workflow. Perform a test payment through your Cashfree payment form. Once the payment is successful, return to your Pabbly Connect workflow and check if the payment details have been captured.

If everything is set up correctly, you will see the payment details reflected in your Google Sheets instantly. This confirms that the automation is working as intended. You can now relax as new payments will automatically be recorded without any manual effort required.

With Pabbly Connect, you have successfully automated the process of adding Cashfree payment details to Google Sheets. This integration not only saves time but also ensures accuracy in your payment records.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of Cashfree payment details to Google Sheets. By following the detailed steps provided, you can streamline your payment tracking process efficiently. This setup allows for real-time updates and reduces the risk of manual errors, enhancing your operational efficiency.

Learn how to send automated WhatsApp messages for Cashfree payments using Pabbly Connect and AI Sensei. Step-by-step tutorial included. 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

---

1. Setting Up Pabbly Connect for Integration

To send automated WhatsApp messages on Cashfree payments, the first step is to set up Pabbly Connect. Begin by opening your browser and searching for Pabbly Connect. You will land on the Pabbly Connect homepage where you can either sign in or sign up if you don’t have an account yet.

If you are new to Pabbly Connect, click on the ‘Sign up for free’ button. This will allow you to create an account in just two minutes and grant you access to 100 free tasks each month. After logging in, navigate to the dashboard and click on the ‘Create Workflow’ button to start building your automation.

---

2. Creating the Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, you will need to create a new workflow. Name your workflow something descriptive, like ‘Send Automated WhatsApp Message on Cashfree Payment Using AI Sensei’. Next, select a folder to save this workflow. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action. The Trigger is what will start the workflow.
• Search for ‘Cashfree’ in the Trigger application.

After selecting Cashfree, choose the trigger event as ‘Payments’. This will initiate the workflow whenever a payment is made through Cashfree. Now, connect Cashfree with Pabbly Connect by copying the provided webhook URL and following the instructions given in the Pabbly Connect interface.

---

3. Connecting Cashfree with Pabbly Connect

To establish a connection between Cashfree and Pabbly Connect, navigate to the Cashfree developer section. Here, locate the ‘Webhooks’ option under the Payment Gateway settings. You will need to add the copied webhook URL.

• Click on ‘Add Webhook Endpoint’.
• Paste the webhook URL you copied from Pabbly Connect.
• Test the webhook to ensure it is working correctly.

After successfully adding the webhook, return to Pabbly Connect. Click on the ‘Recapture Webhook Response’ button to see if you have received any test data from Cashfree. This will confirm that the connection has been established successfully.

---

4. Filtering Successful Payments to Send WhatsApp Messages

Once you have confirmed the connection, the next step is to filter for successful payments. In your workflow, add a new action by selecting ‘Filter by Pabbly Connect’. This will allow you to set conditions for the workflow. using Pabbly Connect

Set the action event to ‘Filter Values’. Use ‘Order Status’ as the label and set the value to ‘Paid’. Click ‘Save & Test’ to ensure the filter works correctly.

This filtering step ensures that only successful payments trigger the sending of WhatsApp messages. If the condition is true, you can proceed to the next action in your workflow.

---

5. Sending WhatsApp Messages Using AI Sensei

After setting up the filter, it’s time to send the WhatsApp message using AI Sensei through Pabbly Connect. Add another action step and search for ‘AI Sensei’. Select the action event as ‘Send Template Message’. This is where you will connect AI Sensei with Pabbly Connect.

For this connection, you will need an API key from your AI Sensei account. Navigate to the API Key section in AI Sensei, generate a new key, and copy it. Return to Pabbly Connect, paste the API key, and click ‘Save’. Now, fill in the required details for sending the WhatsApp message. You will need to map the phone number, customer name, payment amount, and order ID from the Cashfree response.

Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you should receive a confirmation that the WhatsApp message has been sent successfully. You can verify this by checking your WhatsApp for the message confirming the payment.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for successful Cashfree payments. By following these steps, you can enhance customer communication and improve satisfaction without any manual effort. Using Pabbly Connect ensures a seamless integration between Cashfree and AI Sensei, allowing for efficient order confirmations and updates.