Author: Nitin Maheshwari

Learn how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect. Step-by-step guide for polymer industries. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin sending WhatsApp messages to IndiaMART leads, first access Pabbly Connect. Open your browser and search for ‘Pabbly.com/connect’. This platform allows seamless integration between various applications, including WhatsApp and IndiaMART.

On the Pabbly Connect landing page, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you’re a new user, click ‘Sign Up for Free’ to create an account. Existing users can click ‘Sign In’ to access their dashboard. Once logged in, navigate to the Pabbly Connect dashboard to create your workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard on Pabbly Connect, click on the blue button labeled ‘Create Workflow’. This will prompt you to name your workflow. Name it ‘How to Send WhatsApp Messages to IndiaMART Leads and Inquiries for Polymer Industries’ and select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• Select ‘IndiaMART’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.

Once the trigger is set, Pabbly Connect will generate a webhook URL. This URL is essential for connecting your IndiaMART account with Pabbly Connect. Copy this URL as you will need it in the next steps.

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3. Connecting IndiaMART with Pabbly Connect

Log into your IndiaMART account and navigate to the ‘Lead Manager’ section. From there, go to ‘Import/Export Leads’ and select ‘Push API’. This is where you will set up the connection using the webhook URL generated by Pabbly Connect.

• Choose ‘Other’ in the Source option.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL into the Webhook Listener URL field.

After filling in these details, click on ‘Save Details’. You will then be prompted to generate an OTP to finalize the integration. Enter the OTP to complete the connection. This setup ensures that every new lead from IndiaMART triggers an automated workflow in Pabbly Connect.

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4. Sending WhatsApp Messages to Leads

With the connection established, it’s time to set up the action that sends WhatsApp messages. In your Pabbly Connect workflow, select ‘WhatsApp by Twilio’ as the action application. Set the action event to ‘Send Template Message’ to automate the messaging process.

To connect your WhatsApp account, you will need to provide an API key. Log into your WhatsApp by Twilio account, navigate to the ‘Manage’ section, and generate your API key. Copy this key and paste it into the relevant field in Pabbly Connect.

Enter the campaign name, which should match the campaign created in Twilio. Map the mobile number and lead name from the previous step to personalize the message.

By mapping these fields, each WhatsApp message will be customized for the lead, enhancing engagement and response rates. Once all fields are filled correctly, click ‘Save and Send Test Request’ to verify the setup.

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5. Testing the Integration and Finalizing the Workflow

After setting up the WhatsApp message action, it’s crucial to test the entire workflow. Click on ‘Test Your Webhook Listener URL’ in your IndiaMART account to ensure that Pabbly Connect receives the lead data correctly.

Once the test submission is successful, check your WhatsApp to confirm that the automated message has been sent. The message should include the lead’s name, confirming that the integration works smoothly. If everything is functioning as expected, your workflow is now ready!

With Pabbly Connect, you have successfully automated the process of sending WhatsApp messages to IndiaMART leads. This automation not only saves time but also improves communication with potential clients, enhancing your business efficiency.

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Conclusion

In conclusion, using Pabbly Connect to send WhatsApp messages to IndiaMART leads simplifies communication and enhances customer engagement. By following the steps outlined, you can automate your lead responses effectively.

Learn how to automate the creation of Flowlu contacts from Jotform submissions using Pabbly Connect in 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 Jotform Integration

To automate the creation of Flowlu contacts from Jotform submissions, you first need to access Pabbly Connect. Navigate to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. This will allow you to explore the features of Pabbly Connect with 100 free tasks every month. Existing users can simply sign in to access their dashboards.

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2. Creating a Workflow in Pabbly Connect

Once logged in to Pabbly Connect, you will be directed to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to start a new automation. You will be prompted to name your workflow; enter ‘Create Flowlu Contact on Jotform Submission’ and select the appropriate folder for organization.

• Name your workflow: Create Flowlu Contact on Jotform Submission
• Select a folder for organization

After setting up the workflow, you will see a blank canvas where you can add triggers and actions. In this case, the trigger will be Jotform, and the action will be Flowlu. Understanding how these components work together is crucial for automating the process.

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3. Setting Up Jotform as the Trigger

In this step, you will configure Jotform as the trigger in Pabbly Connect. Select Jotform as your trigger application and choose the event ‘New Response’. This event will activate the workflow whenever a new form submission occurs.

To establish the connection, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to link Jotform to Pabbly Connect. Next, go to your Jotform account and access the form you want to connect. In the form settings, navigate to the Integrations section and search for Webhooks.

• Select Jotform as the trigger application
• Choose ‘New Response’ as the trigger event
• Copy the webhook URL provided by Pabbly Connect

Paste the webhook URL into the Webhooks settings on Jotform and complete the integration. This allows Jotform to send data to Pabbly Connect whenever a form is submitted, enabling the automation to function smoothly.

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4. Configuring Flowlu as the Action

Now that Jotform is set up as the trigger, it’s time to configure Flowlu as the action in Pabbly Connect. Select Flowlu as your action application and choose the event ‘Create Contact’. This action will create a new contact in Flowlu whenever a new response is captured from Jotform.

To connect Flowlu with Pabbly Connect, you will need to provide your account URL and API key. The account URL can be found in your Flowlu account settings, while the API key can be generated in the API settings section of your Flowlu profile. Ensure that you follow the instructions carefully to set this up correctly.

Select Flowlu as the action application Choose ‘Create Contact’ as the action event Provide the Flowlu account URL and API key

After entering the required credentials, map the fields from the Jotform response to the Flowlu contact fields. This mapping is essential for ensuring that the correct information is transferred from Jotform to Flowlu.

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5. Testing the Integration with Jotform Submission

Once everything is set up, it’s crucial to test your integration to ensure it works as expected. Go back to Jotform and submit a test response using your inquiry form. This will trigger the workflow in Pabbly Connect and create a new contact in Flowlu.

After submitting the form, return to your Flowlu account and check the contacts section. You should see the new contact created with the details you submitted in the form. This confirms that the integration is functioning correctly and that Pabbly Connect successfully facilitated the process.

With this automation in place, every time a new inquiry is submitted through Jotform, a corresponding contact will be created in Flowlu, streamlining your lead management process.

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Conclusion

In conclusion, using Pabbly Connect to automate the creation of Flowlu contacts from Jotform submissions can greatly enhance your workflow efficiency. This tutorial provided a step-by-step guide on how to set up this integration, ensuring that no potential lead is missed. By following these instructions, you can streamline your lead management process effectively.

Learn how to automate customer creation in BigCommerce using Google Forms and Pabbly Connect. Follow our step-by-step guide to streamline your e-commerce operations. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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

In this tutorial, we will explore how to automate the process of creating a BigCommerce customer using Google Forms submissions through Pabbly Connect. This integration allows you to streamline customer data collection and management effectively.

We will be using Pabbly Connect as the central platform to facilitate this integration. By following the steps outlined in this tutorial, you can set up a seamless workflow that captures customer information from Google Forms and automatically adds them to your BigCommerce store.

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2. Setting Up Your Pabbly Connect Account for Automation

To begin, you need to access your Pabbly Connect account. Simply visit the Pabbly Connect homepage and either sign in or create a new account if you are a first-time user. Once logged in, you will be greeted by the dashboard.

• Click on the ‘Create Workflow’ button to start a new automation.
• Name your workflow, for example, ‘Create BigCommerce Customers on Google Form Submission’.
• Select a folder for organizing your workflow.

After naming your workflow, click on the ‘Create’ button. This will bring you to the workflow setup page where you can define triggers and actions. Here, Pabbly Connect allows you to specify what happens when a Google Form is submitted.

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3. Configuring Google Forms as the Trigger in Pabbly Connect

In this step, you will configure Google Forms as the trigger for your workflow. Select Google Forms from the list of applications in Pabbly Connect as the trigger application.

Choose the trigger event as ‘New Response Received’. This event will initiate the workflow every time a new response is submitted through the Google Form. Once selected, Pabbly Connect will provide you with a webhook URL that you will need to copy for the next step.

• Open your Google Form and click on the ‘Responses’ tab.
• Link the form to a Google Sheets spreadsheet by clicking on ‘Link to Sheets’.
• Paste the webhook URL into the appropriate section in the Google Sheets add-on for Pabbly Connect.

This setup ensures that every new form submission is captured and sent to Pabbly Connect for further processing.

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4. Creating a Customer in BigCommerce Using Pabbly Connect

Now that you have set up Google Forms as the trigger, the next step is to create a customer in BigCommerce whenever a form is submitted. For this, select BigCommerce as the action application in Pabbly Connect.

Choose the action event as ‘Create Customer’. You will need to connect your BigCommerce account by entering details such as Client ID, Access Token, and Store Hash Key. These credentials can be found in your BigCommerce account settings under API accounts.

Provide the Client ID and Access Token from your BigCommerce API settings. Input the Store Hash Key found in your BigCommerce account URL. Map the customer details from the Google Forms response to the corresponding fields in BigCommerce.

Once you have mapped all required fields, click on ‘Save and Send Test Request’ to verify that the customer is created successfully in BigCommerce. This confirms that your automation is functioning correctly with Pabbly Connect.

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5. Testing and Finalizing Your Automation Workflow

After setting up the workflow, it’s essential to test the integration to ensure everything works as expected. You can do this by submitting a test response through your Google Form.

Once the form is submitted, check both the Google Sheets and BigCommerce to confirm that the data is being captured correctly. If the customer appears in BigCommerce with the correct details, your integration is successful.

With the automation set up through Pabbly Connect, you can now focus on other aspects of your business while customer data is automatically managed. This not only saves time but also reduces manual errors in data entry.

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Conclusion

In conclusion, using Pabbly Connect to integrate Google Forms with BigCommerce allows you to automate customer creation seamlessly. This process enhances efficiency and accuracy in managing customer data, making it an invaluable tool for your e-commerce operations.

Learn how to automate the creation of Mailercloud subscribers from Instagram Lead Ads using Pabbly Connect. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect for Instagram Lead Ads Automation

To automate the process of creating a Mailercloud subscriber from Instagram Lead Ads leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once signed in, you will see all available applications. Click on the ‘Access Now’ button next to Pabbly Connect. This will take you to the dashboard where you can create a new workflow for your automation.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the top right corner button that says ‘Create Workflow’. A dialog box will appear asking for a workflow name and folder selection. Name your workflow as ‘Create Mailercloud Subscriber for Instagram Lead Ads Lead’ and select the appropriate folder to save it. using Pabbly Connect

• Workflow Name: Create Mailercloud Subscriber for Instagram Lead Ads Lead
• Folder: Select the folder where you want to save the workflow.

After giving the name and selecting the folder, click on the ‘Create’ button. This sets up your workflow, which consists of a trigger and an action step.

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3. Setting Up the Trigger with Instagram Lead Ads

For the trigger application, select ‘Instagram Lead Ads’ as you want to capture leads generated through this platform. Choose the trigger event as ‘New Lead Instant’. This configuration allows Pabbly Connect to capture new leads from your Instagram ads automatically.

Next, click on the ‘Connect’ button to establish a connection with Instagram Lead Ads. If you haven’t logged into your Instagram and Facebook accounts, do so in a new tab. After logging in, authorize the connection by clicking the ‘Continue’ button.

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4. Generating a Test Lead to Verify Connection

To ensure that the connection between Instagram Lead Ads and Pabbly Connect works, you need to generate a test lead. Open Meta’s Lead Ad assisting tool and select the page associated with your Instagram account. Choose the lead form you created, and click on the ‘Preview Form’ button.

• Select Page: Glam Fusion
• Select Form: New Leads Form

Fill in the required details and submit the form. After submission, check your workflow in Pabbly Connect to confirm that it has captured the response of the test lead successfully.

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5. Setting Up the Action to Create Mailercloud Subscribers

Now that the trigger is set up, it’s time to configure the action step. Select ‘Mailercloud’ as the action application and choose the action event as ‘Create/Update Subscriber’. Click on the ‘Connect’ button to establish a connection with Mailercloud. using Pabbly Connect

To connect, you will need your Mailercloud API key. Log into your Mailercloud account, navigate to the profile section, and generate a new API key. Copy this key and paste it into the API key field in Pabbly Connect. Select the list where you want to add subscribers and map the details from the previous step.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Mailercloud subscribers from Instagram Lead Ads leads using Pabbly Connect. By following these steps, you can save time and ensure no leads are missed, enhancing your email marketing efforts.

Learn how to automate the creation of Salesforce leads from Instamojo payments 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. Setting Up Pabbly Connect for Integration

To automate the creation of Salesforce leads from Instamojo payments, we will use Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are new, you can sign up for free and access 100 free tasks every month.

Once logged in, you will see the dashboard with various applications. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow. This is the central platform that will facilitate the integration between Instamojo and Salesforce.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you need to create a new workflow. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow as ‘Create Salesforce Lead on Instamojo Payment’.
• Select a folder where you want to save this workflow.

After entering the details, click on the ‘Create’ button. You will see two windows: one for the trigger and another for the action. These are essential components of your automation process using Pabbly Connect.

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3. Setting Up Trigger with Instamojo

For the trigger application, select Instamojo. This platform allows you to collect payments seamlessly. Choose ‘New Sale’ as the trigger event, which will activate the workflow whenever a new payment is made.

Next, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Instamojo account. In your smart page settings, toggle the ‘Add Webhook’ option and paste the copied URL. Ensure you select ‘Successful Payments’ for the information to be sent.

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4. Testing the Integration

After saving the webhook settings in Instamojo, return to Pabbly Connect and scroll down to check if it is waiting for a webhook response. To test the integration, perform a test payment on your smart page.

Once the payment is successful, Pabbly Connect will capture the payment details. This confirms that Instamojo is now connected to Pabbly Connect. The details captured will include the payment ID, amount, and customer information.

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5. Creating a Lead in Salesforce

Now that the trigger is set up, the next step is to create a lead in Salesforce. For the action application, select Salesforce and choose ‘Create Lead’ as the action event. Click on the connect button to establish a connection between Pabbly Connect and Salesforce.

Authorize the connection by clicking the ‘Allow’ button. After authorization, fill in the required fields for the lead, such as first name, last name, and email. Use the mapping feature to pull data from the previous step, ensuring that customer details are accurately captured.

After completing the lead details, click on the ‘Save and Test Request’ button. Check your Salesforce account to confirm that the new lead has been successfully created. This demonstrates how Pabbly Connect automates the process of adding leads based on Instamojo payments.

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Conclusion

In this tutorial, we explored how to automate the creation of Salesforce leads from Instamojo payments using Pabbly Connect. This integration streamlines your workflow, saving time and reducing errors in lead management. By following the steps outlined, you can efficiently manage customer interactions and enhance your business operations.

Learn how to integrate Cognito Forms and Mailercloud using Pabbly Connect to automate subscriber creation and updates on form submissions. 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 create or update a Mailercloud subscriber on Cognito Forms submission, start by accessing Pabbly Connect. This platform simplifies the integration process and automates tasks without requiring coding skills. Go to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the site, sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly. Upon signing in, you will see your dashboard with various Pabbly applications. Click on the Pabbly Connect option to proceed with your integration.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will need to name your workflow, for instance, ‘Create or Update Mailercloud Subscriber on Cognito Form Submission’. Select the appropriate folder for your workflow.

• Click on ‘Create’ to initialize your workflow.
• You will see two boxes appear: one for Trigger and one for Action.
• Select ‘Cognito Forms’ as the Trigger application.

After setting the trigger, you will need to select the trigger event, which is ‘New Entry’. This means that every time a new form submission occurs in Cognito Forms, it will trigger the workflow in Pabbly Connect.

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3. Connecting Cognito Forms to Pabbly Connect

Next, you must connect Cognito Forms to Pabbly Connect. A webhook URL will be provided, which acts as a bridge between Cognito Forms and Pabbly Connect. Copy this webhook URL and go to your Cognito Forms account.

In your Cognito Forms, open the specific form you are using (e.g., the registration form). Navigate to the ‘Build’ section, and find the option to post JSON data to your website. Replace any existing webhook URL with the new one from Pabbly Connect and click ‘Save’. This ensures that the form submissions will be sent to Pabbly Connect.

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4. Testing the Webhook Connection

Once you have saved the webhook URL in Cognito Forms, return to Pabbly Connect. You will see a message indicating that it is waiting for a webhook response. To test this, perform a test submission on your Cognito form.

Fill out the form with dummy data, such as a name, email, and phone number, and click ‘Submit’. If the connection is successful, you will see the response captured in Pabbly Connect. This confirms that the integration is working correctly and that submissions from Cognito Forms are being received.

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5. Creating or Updating a Mailercloud Subscriber

Now that you have established a connection, the next step is to create or update a subscriber in Mailercloud. In the Action application, select ‘Mailercloud’ and choose the action event ‘Create or Update Subscriber’. Connect your Mailercloud account by entering the API key. using Pabbly Connect

• Select the list where you want to create the subscriber.
• Map the fields from the Cognito Forms response to the corresponding fields in Mailercloud.
• Click ‘Save and Send Test Request’ to finalize the setup.

After completing these steps, check your Mailercloud account to verify that the subscriber has been created successfully. You should see the new entry reflecting the data submitted through your Cognito Forms.

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Conclusion

In this tutorial, we explored how to automate the process of creating or updating Mailercloud subscribers using Pabbly Connect with Cognito Forms submissions. By setting up a workflow in Pabbly Connect, we established a seamless integration that captures form submissions and updates subscriber information automatically. This integration enhances efficiency and ensures your subscriber list is always up-to-date.

Learn how to integrate Cognito Forms with MailerLite using Pabbly Connect to automate subscriber updates upon form submissions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Accessing Pabbly Connect for Integration

To create or update MailerLite subscribers on Cognito Forms submission, you first need to access Pabbly Connect. This integration platform allows seamless automation without any coding skills. Start by visiting the Pabbly Connect website at Pabbly.com/connect and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

After signing in, navigate to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ option to initiate a new integration. Name your workflow as ‘Create or Update MailerLite Subscribers on Cognito Forms Submission’ and choose a folder to save it. This setup will enable you to connect Cognito Forms with MailerLite through Pabbly Connect.

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2. Setting Up the Trigger with Cognito Forms

In this section, you will set up Cognito Forms as the trigger application in Pabbly Connect. This means that every time a new form submission occurs in Cognito Forms, it will trigger the workflow. Select ‘Cognito Forms’ as your trigger application, and choose ‘New Entry’ as the trigger event.

• Select ‘Cognito Forms’ as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Cognito Forms account and locate the form you wish to use. Under the ‘Build’ option, find the ‘Post JSON Data to a Website’ feature. Paste the copied webhook URL into the designated field and save the changes. This effectively connects Cognito Forms with Pabbly Connect, allowing it to receive submissions.

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3. Testing the Connection Between Cognito Forms and Pabbly Connect

After setting up the webhook URL in Cognito Forms, it’s crucial to test the connection to ensure everything is working correctly. Go back to Pabbly Connect and check for the webhook response. It should indicate that it’s waiting for a response from Cognito Forms.

To generate a test submission, open your Cognito Forms and fill out the form with dummy data. For instance, use a name like ‘Test User’ and an email like ‘[email protected]’. Submit the form and return to your Pabbly Connect dashboard to see if the response is captured. A successful response confirms that the integration is properly set up.

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4. Setting Up MailerLite as the Action Application

Now that the trigger is successfully configured, it’s time to set up MailerLite as the action application in Pabbly Connect. This step ensures that whenever a new entry is submitted in Cognito Forms, a corresponding subscriber is created or updated in MailerLite. Select ‘MailerLite’ as your action application and choose ‘Create or Update Subscriber’ as the action event.

• Select ‘MailerLite’ as the action application.
• Choose ‘Create or Update Subscriber’ as the action event.
• Connect your MailerLite account using the API token.

To connect MailerLite, you will need to generate an API token from your MailerLite account. Go to the API section, create a new token, and copy it into Pabbly Connect. Once the connection is established, map the fields from the Cognito Forms response to the MailerLite subscriber fields. Ensure to use the mapping feature to keep the data dynamic, allowing for updates with each new submission.

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5. Finalizing the Integration and Testing

With both the trigger and action set up, it’s time to finalize the integration in Pabbly Connect. After mapping all necessary fields, such as email, first name, and last name, click on the ‘Save and Send Test Request’ button. This action will send a test request to MailerLite to create or update the subscriber based on the submitted data from Cognito Forms.

Check your MailerLite account to confirm that the subscriber has been successfully added or updated. You should see the new subscriber with the details you entered in Cognito Forms. To ensure the automation works consistently, perform additional test submissions with different data and check MailerLite for updates. This will verify that your integration is functioning as intended.

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Conclusion

In this tutorial, we explored how to create or update MailerLite subscribers on Cognito Forms submission using Pabbly Connect. By following the outlined steps, you can automate your subscriber management process efficiently. This integration not only saves time but also ensures your subscriber list is always up-to-date.

Learn how to automate GoToWebinar registrant creation from Gravity Forms submissions 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. Accessing Pabbly Connect for Integration

To start integrating Gravity Forms with GoToWebinar, you first need to access Pabbly Connect. This platform allows you to automate workflows effortlessly. Simply visit the Pabbly Connect website and sign in with your account. If you are new, you can sign up for a free trial to explore the features.

Once logged in, you will be greeted with the dashboard where you can create new workflows. This is essential for connecting your applications, specifically Gravity Forms and GoToWebinar. The following steps will guide you through setting up your integration.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Gravity Forms to GoToWebinar. Start by clicking on the ‘Create Workflow’ button at the top right of your Pabbly Connect dashboard. You will need to name your workflow, such as ‘Add GoToWebinar Meeting Registrant on Gravity Forms Submission’.

• Click on the ‘Create’ button to proceed.
• Select ‘Gravity Forms’ as your trigger application.
• Choose ‘New Response’ as the trigger event.

This setup ensures that every time a new form submission is made in Gravity Forms, it will trigger the workflow in Pabbly Connect.

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3. Configuring Gravity Forms to Send Data

Next, you need to configure your Gravity Forms to send data to Pabbly Connect. After selecting your trigger event, you will receive a webhook URL. Copy this URL, as it will allow Gravity Forms to communicate with Pabbly.

Now, log in to your WordPress admin panel where Gravity Forms is installed. Navigate to the specific form you want to integrate, click on ‘Settings’, and select ‘Webhooks’. Here, you will add a new webhook by clicking on ‘Add New Webhook’ and pasting the URL you copied from Pabbly Connect.

• Name your webhook (e.g., ‘New Submission’).
• Set the request method to ‘POST’ and format to ‘JSON’.
• Select ‘All Fields’ for the request body.

After saving the settings, your Gravity Forms will now send data to Pabbly Connect whenever there is a new submission.

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4. Setting Up GoToWebinar in Pabbly Connect

After configuring Gravity Forms, the next step is to set up GoToWebinar in Pabbly Connect. In your workflow, select ‘GoToWebinar’ as the action application. Choose the action event as ‘Create Registrant’. This action will automatically add a new registrant to your GoToWebinar event whenever a new response is captured from Gravity Forms.

To connect your GoToWebinar account, click on the ‘Connect’ button. You will be prompted to enter the webinar’s start time in UTC format. Make sure to convert your local time to UTC before entering it. Once connected, select the specific webinar for which you want to create registrants.

Map the fields from Gravity Forms to GoToWebinar (e.g., first name, last name, email). Ensure all required fields are filled to create a registrant successfully.

With this setup, every submission from Gravity Forms will create a new registrant in GoToWebinar through Pabbly Connect.

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5. Testing the Integration

Now that you have set up the integration, it’s time to test it. Go back to your Gravity Forms and fill out the registration form with dummy data. Make sure to include all necessary information, such as name, email, and payment details.

After submitting the form, go back to Pabbly Connect and check the workflow execution. You should see that a new registrant has been created in your GoToWebinar account. Refresh your GoToWebinar dashboard to confirm that the new registrant appears under your specified event.

This successful test confirms that your integration is working seamlessly, allowing you to focus on hosting your webinar while Pabbly Connect handles the registrations automatically.

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Conclusion

In this tutorial, you learned how to automate the process of adding GoToWebinar registrants through Gravity Forms submissions using Pabbly Connect. This integration streamlines your registration process, saving time and minimizing errors. By following the steps outlined, you can ensure that every form submission leads to a successful registration in your GoToWebinar account.

Learn how to integrate Razorpay and GoToWebinar using Pabbly Connect to automate meeting registrations upon payment. Follow this step-by-step 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. Introduction to Pabbly Connect for Integrating Razorpay and GoToWebinar

In this tutorial, we will explore how to use Pabbly Connect to automate the process of creating a GoToWebinar meeting registrant whenever a payment is made through Razorpay. This integration streamlines the registration process, ensuring that attendees are automatically added to your webinar list without manual entry.

Using Pabbly Connect, you can connect various applications seamlessly. In this case, Razorpay acts as the payment gateway while GoToWebinar serves as the platform for hosting webinars. This automation not only saves time but also minimizes the risk of errors in data entry.

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2. Setting Up Pabbly Connect to Create Workflows

To start, access Pabbly Connect by signing in or creating an account. Once logged in, click on the ‘Create Workflow’ button located at the top right corner. Here, you will name your workflow, such as ‘Create GoToWebinar Meeting Registrant on Razorpay Payment.’

• Log in to your Pabbly Connect account.
• Click on ‘Create Workflow’.
• Name your workflow appropriately.

After naming your workflow, you will be prompted to select a folder for organization. Choose a suitable folder, or create a new one if needed. This helps in managing multiple workflows easily within Pabbly Connect.

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3. Connecting Razorpay to Pabbly Connect for Payment Triggers

In this section, we will set Razorpay as the trigger application within Pabbly Connect. Select Razorpay and choose the trigger event as ‘Payment Captured’. This means that every time a payment is successfully made through Razorpay, it will trigger the workflow.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL and go to your Razorpay account. Navigate to the settings, find the ‘Webhooks’ section, and add a new webhook. Paste the copied URL and select the event for which you want to receive notifications, ensuring it matches your Pabbly Connect trigger.

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4. Testing the Integration Between Razorpay and GoToWebinar

Now that Razorpay is set up, it’s time to test the integration. Make a test payment using the Razorpay payment page. Fill in the required details such as first name, last name, email, and payment method (UPI in this case). Complete the payment process to trigger the workflow.

Once the payment is successful, return to Pabbly Connect and check if the webhook response has been received. This response will contain all the details of the transaction, including the customer information, which will be used to create a registrant in GoToWebinar.

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5. Creating GoToWebinar Registrants Using Pabbly Connect

With the Razorpay payment successfully captured, the next step is to connect GoToWebinar as the action application in Pabbly Connect. Choose ‘Create Registrant’ as the action event. This will automatically create a new registrant in your GoToWebinar account whenever a payment is made.

To set this up, connect your GoToWebinar account by entering the required authentication details. Select the appropriate webinar from the list and map the fields such as first name, last name, and email from the Razorpay payment data. This ensures that the registrant details are dynamically filled based on the payment information.

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Conclusion

In conclusion, integrating Razorpay with GoToWebinar using Pabbly Connect allows you to automate the registration process for your webinars. By following these steps, you can ensure that all attendees who complete a payment are seamlessly registered, enhancing the overall experience for both you and your customers. This automation saves time and reduces errors, making it a valuable tool for any online business.

Learn how to automate Movermate lead creation from Contact Form 7 submissions using Pabbly Connect with 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. Overview of Pabbly Connect for Automation

Pabbly Connect is an essential tool for automating workflows between various applications, including Contact Form 7 and Movermate. By using Pabbly Connect, you can seamlessly create leads in Movermate whenever a submission is made through Contact Form 7.

To get started, you need to sign up for a free Pabbly Connect account. Once you have your account, you can create an automation workflow that connects your Contact Form 7 submissions to Movermate, ensuring that all lead information is captured efficiently.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow, for example, ‘Contact Form 7 to Movermate.’ This name helps you identify the automation you are setting up. using Pabbly Connect

After naming your workflow, select the folder where you want to save it and click on ‘Create.’ You will then see two windows: a trigger window and an action window. The trigger window is where you will set up the event that starts your automation.

• Click on the trigger window and search for ‘Contact Form 7.’
• Select ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once you have copied the webhook URL, you will need to integrate it into your Contact Form 7 settings. This step is crucial for ensuring that your form submissions are captured by Pabbly Connect.

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3. Setting Up Contact Form 7 with Pabbly Connect

To link your Contact Form 7 with Pabbly Connect, open your form in edit mode. In the form settings, navigate to the ‘Webhook’ section. Here, select the option to send to a webhook and paste the URL you copied earlier from Pabbly Connect.

After pasting the webhook URL, save your changes. This action establishes a connection between your Contact Form 7 and Pabbly Connect, allowing it to receive data whenever a new form is submitted.

Now, return to your Pabbly Connect workflow where you will see that it is waiting for a webhook response. This indicates that Pabbly Connect is ready to capture the data from your next form submission.

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4. Testing the Integration with a Dummy Submission

To test your integration, go to your Contact Form 7 and fill out the form with dummy data. For example, enter the name ‘Demo Test,’ a mobile number, email address, moving date, pickup location, and drop-off location. using Pabbly Connect

After filling out the form, click on ‘Submit.’ Pabbly Connect will capture this submission, and you will see the details reflected in the trigger step of your workflow. This step confirms that the integration is working correctly.

• Ensure all fields are filled correctly to avoid errors.
• Check that the response in Pabbly Connect matches the data submitted.

Once you confirm that the data has been captured successfully, you can proceed to the next step of sending this information to Movermate.

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5. Adding Lead to Movermate Using Pabbly Connect

In this step, you will send the captured lead data from Pabbly Connect to Movermate. Scroll down to the action step in your workflow and select ‘Movermate’ as the application. using Pabbly Connect

For the action event, choose ‘Create Removal Lead.’ You will need to connect your Movermate account with Pabbly Connect by entering your API token. To find your API token, go to your Movermate account settings and navigate to the integration section.

Copy the API token from the Movermate settings. Paste the token into Pabbly Connect and click ‘Save.’ Map the fields from the trigger step to the corresponding fields in Movermate.

After mapping all the necessary fields, click on ‘Save and Send Test Request.’ If successful, you will see the lead created in your Movermate account with all the details submitted through Contact Form 7.

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Conclusion

By following these steps, you can effectively automate the process of creating leads in Movermate from Contact Form 7 submissions using Pabbly Connect. This integration not only saves time but also ensures that all lead information is captured accurately and efficiently.

With Pabbly Connect, you can enhance your workflow automation and make lead management seamless. Start using this powerful tool today to streamline your business processes.