Author: Nitin Maheshwari

Learn how to integrate Instamojo and Brevo using Pabbly Connect to automatically add or update contacts with every sale. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. This powerful automation software allows you to connect Instamojo with Brevo seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and explore the features offered.

Once logged in, you will see various applications offered by Pabbly. Click on the option labeled ‘Access Now’ to enter your Pabbly Connect dashboard. This is where you will create the workflow that connects your Instamojo sales to Brevo contacts. Follow the next steps to set up your automation.

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2. Creating Your Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the button that says ‘Create Workflow’. You will be prompted to name your workflow and select a folder for organization. Name it something descriptive, such as ‘Add or Update Brevo Contact on Instamojo Sale’. After naming, click on ‘Create’ to proceed to the workflow window. using Pabbly Connect

• Select Instamojo as your trigger application.
• Choose the trigger event as ‘New Sale’.
• Copy the webhook URL provided by Pabbly Connect.

After setting up these initial steps, you will be ready to connect your Instamojo account to Pabbly Connect. This integration allows for automatic updates to your Brevo contacts whenever a sale occurs.

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3. Configuring Instamojo for Webhook Integration

Next, you need to configure your Instamojo account to enable webhook integration. Log in to your Instamojo account and navigate to the product for which you want to set the webhook. Click on the three dots and select ‘Edit Page’. From the left sidebar, go to ‘Page Settings’ and then to ‘Webhooks’. using Pabbly Connect

Here, you will find the option to enable webhooks. Toggle the switch on, and paste the webhook URL you copied from Pabbly Connect. Select the event type as ‘Successful Payments’ to ensure that only successful sales trigger the workflow.

After saving these settings, your Instamojo account will be connected with Pabbly Connect. Now, whenever a new sale is made, Pabbly Connect will capture the details and initiate the process of adding or updating contacts in Brevo.

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4. Setting Up Brevo for Contact Updates

With your webhook set up, the next step involves configuring Brevo to receive the data from Pabbly Connect. In your Pabbly Connect workflow, select Brevo as the action application. Choose the action event as ‘Create or Update a Contact’. Click on ‘Connect’ to establish the connection. using Pabbly Connect

• Enter your Brevo API key and domain to connect your account.
• Map the email address from the Instamojo sale to create a new contact.
• Ensure that you also map the customer’s first and last names correctly.

After mapping these details, click on ‘Save and Send Request’. This step will send the data to Brevo, creating or updating the contact based on the sale information from Instamojo. You will receive a confirmation once the contact is successfully added.

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5. Testing Your Integration Workflow

To ensure everything is working correctly, it is essential to test your integration. Go back to your Instamojo account and make a test sale. Fill in the required details for the purchase and complete the payment process. Once the sale is successful, Pabbly Connect will capture the webhook response. using Pabbly Connect

Check your Brevo account to see if the new contact has been created with the correct details. If everything is set up correctly, you should see the contact appear in your Brevo account, reflecting the information from your test sale.

This automated workflow will now run in the background, ensuring that every new sale on Instamojo automatically updates or adds a contact in Brevo, streamlining your customer management process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Instamojo and Brevo effectively. By following these steps, you can automate the process of adding or updating contacts whenever a sale is made, enhancing your customer engagement and marketing efforts.

Learn how to integrate Cognito Forms with SendGrid using Pabbly Connect to automate contact creation and updates seamlessly. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update SendGrid contacts upon Cognito Forms submissions, start by accessing Pabbly Connect. This powerful automation tool simplifies the integration process, allowing you to connect different applications without any coding skills.

Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once there, sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks monthly. After signing in, you will arrive at the Pabbly Connect dashboard, where you can manage your workflows.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to facilitate the integration between Cognito Forms and SendGrid. Click on the ‘Create Workflow’ button, and provide a name for your workflow, such as ‘Create or Update SendGrid Contact on Cognito Forms Submission.’ Select the appropriate folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: one for Trigger and another for Action.
• Set Cognito Forms as the Trigger application.

Once the workflow is created, you will set the trigger for new entries from Cognito Forms. This is essential for the automation process, as it ensures that every new submission will trigger the action of creating or updating a contact in SendGrid.

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3. Setting Up Cognito Forms as the Trigger

In this section, you will configure the trigger for your workflow using Pabbly Connect. Select ‘Cognito Forms’ as your trigger application, and choose the ‘New Entry’ event. Pabbly Connect will provide you with a webhook URL that acts as a bridge between Cognito Forms and Pabbly Connect.

Now, log into your Cognito Forms account and navigate to the form you want to connect. Under the ‘Build’ section, locate the option to add a webhook. Remove any existing webhook URL and paste the new URL from Pabbly Connect. Click on ‘Save’ to establish the connection.

After saving, return to Pabbly Connect, where you will see a message indicating that it is waiting for a webhook response. This confirms that the connection has been successfully established, and you are ready to test the integration by submitting a form entry.

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4. Testing the Integration with a Form Submission

To test the integration, you need to fill out the Cognito form you just connected to Pabbly Connect. Enter some dummy details, such as your name, email, and phone number, and submit the form. This action will trigger the webhook and send the data to Pabbly Connect.

Once you submit the form, return to your Pabbly Connect dashboard. You should see the response captured in the workflow, indicating that the integration is working correctly. This step is crucial to ensure that the data flows seamlessly from Cognito Forms to SendGrid.

• Verify that the details submitted are displayed correctly in Pabbly Connect.
• This confirms that the connection between Cognito Forms and Pabbly Connect is successful.

After successfully capturing the response, you can move on to the next step, which is to create or update the contact in SendGrid.

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5. Setting Up SendGrid for Contact Creation

In this final step, you’ll configure SendGrid as the action application in your Pabbly Connect workflow. Select ‘SendGrid’ as your action application and choose the ‘Add or Update a Contact’ event. If you don’t have an existing connection, you will need to create a new one by entering your SendGrid API key.

To obtain your API key, log into your SendGrid account, navigate to ‘Settings,’ and then to ‘API Keys.’ Create a new API key, name it accordingly, and copy it back to Pabbly Connect. After saving the connection, you can map the fields from the previous Cognito Forms response to the relevant fields in SendGrid.

Ensure that you map the email, first name, last name, and any other relevant details correctly. This mapping is essential for maintaining the dynamic nature of the data. Finally, click on ‘Save and Send Test Request’ to create or update the contact in SendGrid. You should see a confirmation that the contact has been successfully added.

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Conclusion

In this tutorial, we demonstrated how to create or update SendGrid contacts based on Cognito Forms submissions using Pabbly Connect. By following these steps, you can automate your contact management process efficiently and effectively. With Pabbly Connect, integrating various applications becomes seamless and hassle-free.

Learn how to integrate Jotform with Mailgun to create new members automatically using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Accessing Pabbly Connect for Integration

To create a Mailgun member on Jotform submission, you first need to access Pabbly Connect. This powerful platform allows you to automate workflows seamlessly between different applications.

Start by opening a new tab in your browser and searching for Pabbly Connect. Click on the link to reach the landing page where you can either sign in or sign up for free. If you are new, click on the ‘Sign Up for Free’ button to create an account, which takes only a few minutes and offers 100 free tasks monthly.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ button. A pop-up will appear, prompting you to name your workflow; name it something descriptive like ‘Create Mailgun Member on Jotform Submission’.

• Select the folder where you want to save this workflow.
• Click ‘Create’ to proceed.

Now, you will see the trigger and action setup interface. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, you will set Jotform as your trigger application.

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3. Setting Up Jotform as the Trigger Application

In the trigger section of Pabbly Connect, search for Jotform and select it as your trigger application. Choose the trigger event as ‘New Response’. This event will activate whenever a new form submission is received.

To connect Jotform with Pabbly Connect, you will need to copy the provided webhook URL. This URL acts as a bridge between Jotform and Pabbly Connect, allowing data from form submissions to flow into your workflow.

• Go to your Jotform account and open the form you want to connect.
• Navigate to Settings > Integrations and search for Webhooks.
• Paste the copied webhook URL and complete the integration.

Once this is done, your Jotform is successfully connected to Pabbly Connect, and you can now test the integration by submitting a new form entry.

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4. Creating a Mailgun Member from Jotform Submission

After successfully receiving the response from Jotform in Pabbly Connect, the next step is to set up Mailgun as your action application. Search for Mailgun in the action section and select it.

For the action event, choose ‘New Mailing List Member’. This action will allow you to add a new member to your Mailgun mailing list based on the details received from the Jotform submission.

You will need to connect Mailgun with Pabbly Connect using your Mailgun API key, host, and domain name. You can find these details in your Mailgun dashboard under API Security.

Once you have entered all the required information, save the connection. Now you can map the fields from your Jotform submission to the Mailgun member details, ensuring that the email address and name are dynamically filled in for every new submission.

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5. Testing and Verifying the Integration

Finally, after setting up the action in Pabbly Connect, it’s time to test if everything is working correctly. Submit a new entry in your Jotform to trigger the workflow and check the response in Pabbly Connect.

If the integration is successful, you will see the new member added to your specified Mailgun mailing list. You can verify this by logging into your Mailgun account and checking the list to confirm the new member’s details.

With this setup, every new form submission from Jotform will automatically create a new member in your Mailgun list, streamlining your email marketing efforts efficiently through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create a Mailgun member on Jotform submission using Pabbly Connect. By following these steps, you can automate your email list management and enhance your marketing campaigns effortlessly.

Learn how to integrate Paperform with Flowlu using Pabbly Connect for automatic contact creation on form submissions. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Accessing Pabbly Connect for Integration

To begin integrating Paperform with Flowlu, start by accessing Pabbly Connect. This platform is essential for automating the process of creating Flowlu contacts from Paperform submissions.

Open your browser and search for ‘Pabbly Connect’. You will see options to either sign in or sign up. If you are a new user, click on ‘Sign up for free’ to get started with 100 free tasks each month. Existing users can simply sign in to access their dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button to initiate the process. Here, you will be prompted to name your workflow. It’s recommended to name it something descriptive, like ‘Create Flowlu Contact on Paperform Submission’. This will help you identify it easily later. using Pabbly Connect

• Click on ‘Create’ to proceed.
• You will be taken to the workflow window where you can set up triggers and actions.

In this window, you will set the trigger application as Paperform, which will activate whenever a new form submission is received. This is crucial for the automation to function properly.

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3. Setting Up the Trigger with Paperform

To set up your trigger, search for and select ‘Paperform’ as the application. Next, choose the trigger event as ‘New Form Submission’. This tells Pabbly Connect to initiate the workflow every time a form submission is made.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as you will need it to connect your Paperform account with Pabbly Connect.

• Log into your Paperform account.
• Edit the desired form and navigate to the ‘After Submission’ tab.
• Click on the ‘Integration’ and ‘Webhook’ tab, then select ‘Add Webhook’.

Paste the copied webhook URL into the appropriate field and set it to trigger on ‘New Submission’. Click ‘Create’ to finalize the connection.

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4. Performing a Test Submission

To ensure the integration works correctly, perform a test submission on your Paperform. Fill out the form with sample data and click ‘Submit’. This action will send the data to Pabbly Connect, allowing you to test if the webhook is capturing the submission successfully.

After submitting, return to your Pabbly Connect workflow and check for a webhook response. If successful, you will see the details from your test submission captured in the workflow.

Verify that the first name, last name, email, and other details are correctly displayed. This confirms that your Paperform is properly linked to Pabbly Connect.

Once you confirm the data is received, you can proceed to set up the action that will create a new contact in Flowlu.

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5. Creating a Contact in Flowlu

Next, you will set up the action application as Flowlu within Pabbly Connect. Search for Flowlu and select it as the action application. Choose ‘Create CRM Contact’ as the action event to create a new contact based on the received Paperform submission data.

To connect your Flowlu account, you will need to provide the API key and account URL. Retrieve these from your Flowlu account settings under API settings. Input the API key and account URL into the respective fields in Pabbly Connect.

Map the fields from your Paperform submission to Flowlu fields. Ensure that the first name, last name, email, and phone number are correctly mapped.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new contact has been created in your Flowlu account.

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Conclusion

In this tutorial, we demonstrated how to integrate Paperform with Flowlu using Pabbly Connect. By following these steps, you can automate the creation of contacts in Flowlu from Paperform submissions, saving time and enhancing your CRM efficiency. This integration allows for seamless data transfer and helps maintain updated client information effortlessly.

Learn how to automate invoice creation in Zoho Books from Jotform submissions using Pabbly Connect. Follow this detailed step-by-step 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 Automation

To create Zoho Books invoices based on Jotform submissions, you will first need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly. Start by visiting the Pabbly Connect website and logging in. If you’re a new user, you can sign up for a free account to get started.

Once logged in, you will see a dashboard with various options. Click on the blue button that says ‘Create Workflow’. Here, you will name your workflow, for example, ‘Create Zoho Books Invoice on Jotform Submission’. After naming your workflow, save it in the desired folder. This step is crucial as it sets the foundation for your automation process.

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2. Setting Up Jotform as the Trigger Application

In this step, you will configure Jotform as the trigger application in Pabbly Connect. Search for Jotform in the trigger application section and select it. You will be prompted to choose a trigger event; select ‘New Response’. This means that every time a new response is submitted in Jotform, it will trigger the workflow.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated Webhook URL.

Next, you will need to integrate this Webhook URL into your Jotform account. Log in to Jotform, navigate to your form settings, and find the integrations tab. Search for Webhooks, paste the copied URL, and complete the integration. This connection is essential for Pabbly Connect to receive responses from Jotform.

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3. Capturing Test Submission from Jotform

After setting up the Webhook, you need to perform a test submission on your Jotform to capture the response in Pabbly Connect. Fill out the form with sample data and click ‘Submit’. This action will send the details to Pabbly Connect, allowing you to test the integration.

Once the submission is made, return to Pabbly Connect. You will see that it has captured the response from Jotform. This step is crucial as it confirms that the connection between Jotform and Pabbly Connect is working correctly.

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4. Creating Zoho Books Invoice from Jotform Submission

Now that you have a successful test submission, it’s time to set up Zoho Books as the action application in Pabbly Connect. Search for Zoho Books and select it. Choose the action event as ‘Create Sales Invoice’. This step will allow you to create an invoice in Zoho Books based on the Jotform submission.

Click on ‘Connect’ and authorize Pabbly Connect to access your Zoho Books account. You will need to provide your Zoho Books domain, which can be found in your Zoho account URL. Once connected, you will set up the invoice details, mapping fields such as customer name, email, and course details directly from the Jotform submission.

• Select the customer from the Jotform response.
• Map the course name and rate for the invoice.
• Set the invoice to be created automatically upon new submissions.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you should see a new invoice created in your Zoho Books account.

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5. Finalizing Your Integration Workflow

With the invoice successfully created, your integration workflow is now complete. This means that every time a new submission is made on Jotform, Pabbly Connect will automatically create an invoice in Zoho Books without any manual intervention. This automation saves time and reduces errors in your invoicing process.

To finalize, ensure that all mappings are correct and that the workflow is saved. You can also test the workflow multiple times to confirm that it works as expected. With Pabbly Connect, you can also explore other integrations and automate more processes as needed.

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Conclusion

In this tutorial, we explored how to create Zoho Books invoices automatically from Jotform submissions using Pabbly Connect. This integration simplifies the invoicing process, saving time and reducing errors. By following the steps outlined, you can set up this automation effectively for your business needs.

Learn how to automate QuickBooks invoice creation from Microsoft Excel using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. 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

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1. Accessing Pabbly Connect for Automation

To automate the process of creating QuickBooks invoices from Microsoft Excel, you first need to access Pabbly Connect. Start by visiting 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 tasks every month.

Once signed in, you will see the Pabbly Connect dashboard. From here, you can start creating your automation workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard to initiate the process.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for generating invoices in QuickBooks from your Excel data. Name your workflow as ‘Create QuickBooks Invoice from Microsoft Excel’ and select a relevant folder to save it. using Pabbly Connect

• Name your workflow appropriately.
• Choose a folder to organize your workflow.

After filling in the details, click on the ‘Create’ button. This will set up your workflow, and you will see two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result.

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3. Setting Up the Trigger with Microsoft Excel

For the Trigger application, select Microsoft Excel. The event you want to capture is ‘New Row in Worksheet’. This means that every time a new sales entry is added to your Excel sheet, it will trigger the automation process in Pabbly Connect.

To connect Microsoft Excel with Pabbly Connect, click on the ‘Connect’ button. A window will pop up prompting you to add a new connection. After authorizing, select the specific workbook and worksheet where your sales data is stored.

• Authorize the connection to Microsoft Excel.
• Select your workbook and worksheet.

After selecting the workbook and worksheet, click on ‘Save and Send Test Request’ to capture the latest entry. This confirms that your Microsoft Excel is successfully connected to Pabbly Connect.

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4. Setting Up the Action to Create Customer in QuickBooks

Now that your trigger is set up, the next step is to configure the action. Select QuickBooks as the action application and choose ‘Create a Customer’ as the action event. This step is crucial because you need to create a customer in QuickBooks for whom you will generate the invoice.

Click on the ‘Connect’ button to authorize your QuickBooks account with Pabbly Connect. Fill in the required details like display name, email, and address by mapping the data captured from your Excel sheet. This ensures that the correct information is sent to QuickBooks.

Map the customer details from the Excel sheet. Ensure all required fields are filled accurately.

After completing the mapping, click on ‘Save and Send Test Request’. This confirms that the customer has been successfully created in your QuickBooks account.

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5. Creating an Invoice in QuickBooks

With the customer created, the final step is to create an invoice for that customer. Again, select QuickBooks as the action application, but this time choose ‘Create an Invoice’ as the action event. This step utilizes the customer data you just created.

Map the necessary fields like customer ID, due date, and product details from the previous steps. This ensures that the invoice is generated with the correct information from your Excel sheet.

Select the customer ID for whom the invoice is being created. Map the product details and amounts accurately.

Once all details are mapped, click on ‘Save and Send Test Request’. This action will create the invoice in your QuickBooks account, completing the automation process facilitated by Pabbly Connect.

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Conclusion

In this tutorial, you learned how to automate the process of creating QuickBooks invoices from Microsoft Excel using Pabbly Connect. By following these steps, you can save time and ensure accuracy in your invoicing process. Automate your workflow today with Pabbly Connect!

Learn how to seamlessly integrate GoToWebinar with Typeform using Pabbly Connect. Follow our detailed tutorial for automation and efficient webinar management. 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 integrate GoToWebinar with Typeform, the first step is to access Pabbly Connect. This platform allows for seamless automation between various applications, including Typeform and GoToWebinar. Begin by opening your web browser and navigating to the Pabbly Connect website.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process is quick, taking only a couple of minutes, and provides you with 100 free tasks every month. If you are an existing user, simply click ‘Sign In’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. Name it based on your objective, such as ‘Add GoToWebinar Meeting Registrant on Typeform Submission’.

• Click on the folder icon to choose where to save your workflow.
• Select the desired folder and click ‘Create’.

Now you will see the main workflow window with two boxes: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is what happens as a result. Here, you will set Typeform as your trigger application.

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3. Setting Up the Trigger with Typeform

In the Trigger box, search for and select Typeform. For the trigger event, choose ‘New Entry’. This means that every time a new form submission is made on Typeform, it will trigger the workflow.

Next, you need to connect your Typeform account to Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’, and follow the prompts to authorize access. Once connected, select the specific form you want to track for submissions.

• Ensure you have the correct Typeform registration form ready for integration.
• Click ‘Save & Send Test Request’ to confirm the connection.

After saving, Pabbly Connect will wait for a response from Typeform, indicating that it is ready to capture new submissions.

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4. Setting Up the Action with GoToWebinar

With the trigger set, it’s time to configure the Action step. Search for GoToWebinar in the Action box and select it. For the action event, choose ‘Create Registrant’. This action will register a new participant in your GoToWebinar session whenever a new Typeform submission is received.

Next, connect your GoToWebinar account to Pabbly Connect. You will need to provide the timing details for your webinar in UTC format. To convert your local time to UTC, you can use an online time converter.

Input the start time and end time of your webinar in UTC format. Map the registrant’s details from the Typeform response to the corresponding fields in GoToWebinar.

After mapping the required fields, click ‘Save & Send Test Request’. This confirms that the integration is working correctly and that a new registrant is successfully added to your GoToWebinar account.

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5. Testing the Integration

To ensure everything is functioning properly, conduct a test by submitting a new entry on your Typeform registration form. Fill in the required details and submit the form.

Return to Pabbly Connect to check if the new registrant appears in your GoToWebinar account. If successful, you will see the new registrant listed, confirming that the integration is working as intended.

This automation not only saves you time but also reduces the risk of errors in the registration process. Now, every time a new submission is made on Typeform, a registrant will automatically be added to your GoToWebinar.

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Conclusion

Integrating GoToWebinar with Typeform using Pabbly Connect streamlines your registration process. By following the steps outlined, you can automate adding registrants efficiently, ensuring a smooth experience for both you and your attendees. With Pabbly Connect, you can enhance your webinar management effortlessly.

Learn how to create Movermate leads from webhook responses using Pabbly Connect and Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Movermate Integration

In this tutorial, we will explore how to use Pabbly Connect to create Movermate leads from webhook responses. This integration allows you to automate the process of adding leads to your Movermate CRM whenever a new lead is captured through an online form.

To start, you will need access to your Pabbly Connect account and your Movermate account. This tutorial will guide you through setting up the integration step-by-step, ensuring that you can capture leads efficiently via webhook responses.

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2. Setting Up Pabbly Connect Workflow

First, log into your Pabbly Connect account and create a new workflow. Click on the ‘Create Workflow’ button and give it a name, such as ‘Webhook to Movermate’. This name can be customized based on your preference.

Once the workflow is created, you will see two primary sections: the Trigger window and the Action window. The Trigger window is where you will set up the webhook URL that will capture the lead data. Select ‘Webhook’ as the trigger type and choose ‘Catch Webhook’ as the trigger event.

• Click on ‘Create Workflow’ and name it.
• Select ‘Webhook’ as the trigger type.
• Choose ‘Catch Webhook’ as the trigger event.

After selecting the trigger event, Pabbly Connect will generate a unique webhook URL. Copy this URL and proceed to your form builder application, such as Pabbly Form Builder, to set up the webhook.

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3. Adding Webhook URL in Pabbly Form Builder

In your Pabbly Form Builder, locate the form you want to use for capturing leads. Click on the option to add a webhook and paste the copied webhook URL from Pabbly Connect. This step ensures that any form submission triggers a webhook response to your Pabbly Connect workflow.

After pasting the URL, save the changes. Pabbly Connect will now be ready to receive webhook responses whenever a lead submits the form. You can test this by filling out the form with dummy lead information.

• Go to your Pabbly Form Builder and select the form.
• Add the webhook URL under form settings.
• Save the form settings to activate the webhook.

Once the webhook is set, any submission made through the form will send the lead details to your Pabbly Connect workflow, allowing you to capture the response successfully.

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4. Mapping Lead Details to Movermate

With the webhook URL set, the next step is to map the lead details to Movermate. In your Pabbly Connect workflow, scroll down to the Action section and select Movermate as the application. Choose the action event as ‘Create Movermate Lead’. using Pabbly Connect

To connect your Movermate account, you will need to enter your API token. This token can be found in your Movermate account settings under the integration section. Once you have entered the token, click on ‘Save’ to establish the connection.

Select Movermate in the Action section. Choose ‘Create Movermate Lead’ as the action event. Enter your API token from Movermate.

After successfully connecting, you will be prompted to map the lead details from the webhook response to the corresponding fields in Movermate, such as first name, last name, email, and phone number. This mapping ensures that the correct data is sent to Movermate for each lead.

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5. Testing the Automation Workflow

To finalize the setup, test your automation workflow by submitting a new lead through the Pabbly Form Builder. Once you submit the form, Pabbly Connect will capture the webhook response and send the lead details to Movermate.

Check your Movermate account to verify that the new lead has been added successfully with the correct details. Repeat the testing process with different lead details to ensure that the automation works flawlessly every time.

By using Pabbly Connect, you can automate the process of lead generation efficiently, saving time and reducing manual data entry.

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Conclusion

In this tutorial, we demonstrated how to create Movermate leads from webhook responses using Pabbly Connect. This integration allows for seamless automation of lead capture, making it easier to manage your leads effectively. Follow these steps to streamline your lead generation process.

Learn how to automate the integration of Facebook Lead Ads with Google Sheets and MySQL using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Facebook Lead Ads

To start integrating Facebook Lead Ads with Google Sheets and MySQL, you need to set up Pabbly Connect. First, sign up for a free account through the provided link. Once you log in, navigate to your dashboard and click on the ‘Create Workflow’ button.

In the workflow creation window, name your workflow, for example, ‘Facebook Lead Ads to Google Sheets to MySQL to WhatsApp’. Select the appropriate folder for your Pabbly Connect account and click ‘Create’. This will open a new workflow with a trigger and action window.

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2. Connecting Facebook Lead Ads to Pabbly Connect

In the trigger window, search for ‘Facebook Lead Ads’ and select it. Choose the trigger event as ‘New Lead Instant’. Click on ‘Connect’ and then select ‘Add New Connection’. This will prompt you to connect your Facebook account to Pabbly Connect.

• Click ‘Connect with Facebook Leads’ to authorize the connection.
• Select your Facebook page where you’re running ads.
• Choose the lead generation form from the dropdown list.

After selecting the necessary options, click ‘Save and Send Test Request’. Pabbly Connect will now wait for a webhook response from Facebook. You can generate a test lead using the Meta lead ad testing tool to see if your integration works correctly.

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3. Adding New Lead Details to Google Sheets

After successfully capturing the lead details from Facebook, the next step is to add this information to Google Sheets using Pabbly Connect. In the action window, search for ‘Google Sheets’ and select it. Choose the action event as ‘Add New Row’. Click ‘Connect’ and select ‘Add New Connection’ to link your Google Sheets account.

Once connected, select the spreadsheet where you want to add the lead details. You will also need to choose the specific sheet within that spreadsheet. Now, map the lead details from Facebook to the corresponding fields in Google Sheets:

• Map the first name, last name, email, mobile number, and company name from the lead details.
• Click ‘Save and Send Test Request’ to ensure the data is added correctly.

Check your Google Sheets account to confirm that the new lead’s information has been added successfully. This step demonstrates how Pabbly Connect enables seamless integration between Facebook Lead Ads and Google Sheets.

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4. Inserting Lead Data into MySQL Database

Next, you’ll want to insert the new lead’s data into your MySQL database. In the action window, click ‘Add Action Step’ and search for ‘MySQL’. Select ‘Insert Row’ as the action event. Click ‘Connect’ and add a new connection by entering your MySQL database credentials.

After connecting, select the table where you want to insert the lead details. Map the lead information from Facebook to the respective fields in your MySQL table:

Map the lead ID, first name, last name, mobile number, email, and company name. Click ‘Save and Send Test Request’ to verify the data insertion.

Once you receive a positive response, check your MySQL database to confirm that the new lead’s data has been added successfully. This highlights how Pabbly Connect facilitates the integration between Facebook Lead Ads and MySQL.

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5. Sending WhatsApp Messages to New Leads

Finally, to nurture your leads, you can send them a WhatsApp message. In the action step, search for ‘AI Sensi’ and select it. Choose ‘Send Template Message’ as the action event. Connect your AI Sensi account by entering the API key from your account settings.

After connecting, enter the campaign name you created in AI Sensi for your WhatsApp messages. Map the mobile number from the Facebook lead details to ensure the message is sent to the correct recipient:

Map the first name for personalization in the message. Click ‘Save and Send Test Request’ to send a test message.

Check your WhatsApp to confirm that the message has been sent successfully. This final step illustrates how Pabbly Connect allows you to automate communication with your leads through WhatsApp.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Facebook Lead Ads with Google Sheets and MySQL, as well as sending WhatsApp messages. By following these steps, you can streamline your lead management process and enhance communication with new leads.

Learn how to seamlessly integrate IndiaMART leads into Google Sheets using Pabbly Connect for your Cultural Club Programme. Step-by-step guide 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. Accessing Pabbly Connect for Integration

To begin integrating IndiaMART leads into Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see various Pabbly applications. Select Pabbly Connect to create a new workflow for integrating IndiaMART with Google Sheets. This tool allows you to automate the process without any coding knowledge.

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2. Creating a New Workflow in Pabbly Connect

After selecting Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name like ‘Add IndiaMART Leads to Google Sheets for Cultural Club Programme’ and select a folder to save it.

• Click on ‘Create’ to open the workflow window.
• In the workflow window, select ‘IndiaMART’ as your trigger application.
• Choose ‘New Leads’ as the trigger event to start the automation.

By setting up the trigger in Pabbly Connect, you will ensure that every new lead from IndiaMART initiates the workflow, allowing you to capture lead details automatically.

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3. Configuring IndiaMART as the Trigger Application

With the trigger event selected, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to link your IndiaMART account with the workflow. Log into your IndiaMART account and navigate to the Lead Manager section.

In the Lead Manager, go to the three dots menu, select ‘Import/Export Leads’, and then choose ‘Push API’. Here, select ‘Other’ for the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the webhook URL you copied earlier into the webhook listener URL field and save the details.

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4. Testing the Integration with a Test Submission

To ensure that the integration works, perform a test submission in IndiaMART. After saving the webhook details, you will see a prompt to test the webhook listener URL. Click on the test button and submit a sample lead.

• Return to Pabbly Connect to check if the webhook response was captured.
• If successful, the lead details will appear in the workflow.

This step verifies that Pabbly Connect is receiving data from IndiaMART correctly, setting the stage for the next phase of adding lead information to Google Sheets.

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5. Adding Leads to Google Sheets via Pabbly Connect

Now that the trigger is set up and tested, it’s time to configure the action application. Select ‘Google Sheets’ as the action application in Pabbly Connect. Choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by clicking on ‘Connect’ and following the prompts to authorize. Select the spreadsheet where you want the leads to be recorded. Map the fields from the webhook response to the corresponding columns in your Google Sheets.

Map the lead’s name, phone number, address, and query message from the webhook response. Click on ‘Save and Send Test Request’ to finalize the integration.

Once you receive a positive response, check your Google Sheets to confirm that the lead details have been added successfully. This completes the integration process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART leads into Google Sheets using Pabbly Connect. By following these steps, you can automate lead management for your Cultural Club Programme, ensuring timely follow-ups and efficient tracking of inquiries.