Automate Data Submission from Google Sheets to Jotform with Pabbly Connect

Learn how to automate data submission from Google Sheets to Jotform using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To start automating data submission from Google Sheets to Jotform, first, access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly.

Begin by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Sheets to Jotform’ and select the appropriate folder for your automation.


2. Integrating Google Sheets with Pabbly Connect

The next step involves connecting your Google Sheets to Pabbly Connect. In the trigger section, select ‘Google Sheets’ as your app. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to initiate the workflow whenever new data is added.

  • Select Google Sheets from the app list.
  • Set the trigger event to ‘New or Updated Spreadsheet Row’.
  • Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheets, click on Extensions, and select the Pabbly Connect Webhooks add-on. After installing, refresh your Google Sheets and set up the webhook by pasting the copied URL and designating the trigger column. Once configured, click ‘Send Test’ to ensure the integration is functioning correctly.


3. Automating Form Submission with Skyvern

After successfully connecting Google Sheets, the next step is to automate the form submission process using Skyvern. In the action section of Pabbly Connect, select ‘Skyvern’ as your app and choose the action event as ‘Run Task’.

To connect your Skyvern account, you will need the API key from your Skyvern settings. After entering the API key in Pabbly Connect, specify the task URL of your Jotform where the data will be submitted. This integration allows you to automate the form filling based on the data received from Google Sheets.

  • Enter the API key from your Skyvern account into Pabbly Connect.
  • Specify the task URL of the Jotform where submissions will be made.
  • Map the required fields using JSON format to match the form fields.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the task has been created in Skyvern. This step confirms that the integration is set up correctly, allowing for automated submissions.


4. Testing the Automation Workflow

Once the integration is complete, it’s crucial to test the automation setup. Go back to your Google Sheets and add a new row with user details. This action should trigger the automation workflow set up in Pabbly Connect.

After entering the new data, check your Skyvern tasks section to confirm that a new task has been created. The task status should indicate that it is queued for processing. Allow a few moments for Skyvern to complete the form submission based on the provided details.

Finally, verify the submission in your Jotform account to ensure that the data from Google Sheets has been accurately submitted. This testing phase is essential to confirm that the automation works as intended, facilitating seamless data entry.


5. Conclusion

In conclusion, automating data submission from Google Sheets to Jotform using Pabbly Connect streamlines your workflow and saves time. By following the steps outlined above, you can easily set up this integration and improve your data management process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

With Pabbly Connect, you can automate various tasks without manual intervention, enhancing efficiency and accuracy in your submissions. Start utilizing this powerful tool today to transform your data handling approach.

Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate the integration of IndiaMART leads into Salesforce for the cement industry using Pabbly Connect. Step-by-step tutorial 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.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, first, access Pabbly Connect. This automation platform simplifies the process of connecting different applications without any coding skills.

Begin by visiting the Pabbly Connect website. If you are a new user, sign up for a free account, which provides you with 100 tasks per month. Existing users can simply log in to their accounts.


2. Setting Up Your Trigger Application – IndiaMART

In this step, you will configure IndiaMART as the trigger application in Pabbly Connect. This means that any new lead or inquiry generated in IndiaMART will trigger an action in Salesforce.

  • Select the ‘Create Workflow’ option.
  • Choose IndiaMART as the trigger application.
  • Select ‘New Leads’ as the trigger event.

After selecting the trigger event, you will need to connect your IndiaMART account to Pabbly Connect. This involves entering a webhook URL provided by Pabbly into your IndiaMART settings, allowing the two platforms to communicate effectively.


3. Connecting Salesforce as the Action Application

Now that you have set up IndiaMART as the trigger, the next step is to configure Salesforce as the action application in Pabbly Connect. This will ensure that the leads captured from IndiaMART are automatically added to Salesforce.

To connect Salesforce, follow these steps:

  • Select Salesforce as the action application.
  • Choose ‘Create Lead’ as the action event.
  • Log in to your Salesforce account to authorize the connection.

Once authorized, you will be able to map the fields from the IndiaMART lead data to the corresponding fields in Salesforce, ensuring that all relevant information is transferred accurately.


4. Mapping Fields and Testing the Integration

Field mapping is crucial in the integration process using Pabbly Connect. This step involves aligning the lead details from IndiaMART to the appropriate fields in Salesforce.

During the mapping process, ensure that you carefully select the fields such as name, email, and phone number from the IndiaMART lead data. After mapping the required fields, it’s essential to test the integration to confirm that the data flows correctly from IndiaMART to Salesforce.

To test the integration:

Submit a test lead through IndiaMART. Check if the lead appears in Salesforce.

If everything is set up correctly, the lead should be successfully created in Salesforce, confirming that the integration is functioning as intended.


5. Finalizing the Integration and Monitoring

After successfully testing the integration, you can finalize the setup in Pabbly Connect. Make sure to save all your configurations and activate the workflow.

Additionally, monitor the integration to ensure that all future leads from IndiaMART are seamlessly added to Salesforce without any issues. You can check the logs in Pabbly Connect to review the data flow and troubleshoot any potential problems.

With this setup, your cement industry business can efficiently manage leads from IndiaMART, enhancing your sales process.


Conclusion

In conclusion, using Pabbly Connect to integrate IndiaMART leads into Salesforce streamlines the lead management process for the cement industry. This automation not only saves time but also improves efficiency in handling inquiries.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to send WhatsApp messages to IndiaMART leads for Cultural Club Programme using Pabbly Connect. Step-by-step guide for seamless integration. 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


1. Accessing Pabbly Connect for WhatsApp Messaging

To start sending WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Begin 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 get access to 100 tasks monthly. After logging in, you will see the Pabbly Connect dashboard where you can create and manage your workflows. Click on the ‘Create Workflow’ button to start setting up your automation.


2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow specifically for sending WhatsApp messages to leads from IndiaMART. Name your workflow as ‘Send WhatsApp Message to IndiaMART Leads’ and select an appropriate folder for organization. using Pabbly Connect

  • Click on the ‘Create Workflow’ button.
  • Enter your workflow name.
  • Choose the folder for the workflow.

Once you have created the workflow, you will see two sections: Trigger and Action. The Trigger will be set to IndiaMART, which will activate whenever a new lead or inquiry is received. The Action will involve sending a WhatsApp message using AI Sensi.


3. Setting Up the Trigger with IndiaMART

To set up the trigger, select IndiaMART as your application and choose the event ‘New Lead’. Pabbly Connect will provide you with a webhook URL that acts as a bridge between IndiaMART and the Pabbly Connect platform. using Pabbly Connect

Next, log into your IndiaMART seller dashboard and navigate to the Lead Manager section. Here, you will find options to configure the push API. Select ‘Other’ as the source and enter the CRM platform name as Pabbly Connect. Paste the webhook URL provided by Pabbly Connect into the designated field. Finally, save the details to establish the connection.


4. Configuring the Action to Send WhatsApp Messages

Once the trigger is set, the next step is to configure the action to send WhatsApp messages. Select AI Sensi as your action application and choose the ‘Send Template Message’ event. To connect, you will need to enter your API key from your AI Sensi account. using Pabbly Connect

  • Copy the API key from your AI Sensi account.
  • Paste the API key into Pabbly Connect.
  • Select the campaign name that matches your message template.

After entering the necessary details, use the mapping feature to dynamically insert the lead’s mobile number and name into the message template. This ensures that each WhatsApp message is personalized for the recipient.


5. Testing the Workflow in Pabbly Connect

To ensure everything is functioning correctly, you will need to test your workflow. Send a test inquiry from your profile on IndiaMART to trigger the automation. Pabbly Connect will capture this inquiry, and you should see the successful response in your workflow. using Pabbly Connect

Check your WhatsApp to confirm that the message has been sent successfully. The message will include the lead’s name and details about the Cultural Club Programme, demonstrating that the integration is working seamlessly.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending WhatsApp messages to IndiaMART leads for the Cultural Club Programme. By following the steps outlined, you can streamline your communication and enhance engagement with potential clients.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Pipedrive Person on Paperform Submission Using Pabbly Connect

Learn to automate the creation of Pipedrive Persons from Paperform submissions using Pabbly Connect with this detailed, 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


1. Accessing Pabbly Connect for Integration

To automate the process of creating a Pipedrive Person on Paperform submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account. This process takes just a couple of minutes and grants you access to 100 free tasks each month, allowing you to explore the features of Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a name.

  • Name your workflow as ‘Create Pipedrive Person on Paperform Submission’.
  • Select a specific folder for organizing your workflow.
  • Click ‘Create’ to proceed.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger represents the event that starts the workflow, while the Action is the response that occurs as a result of that trigger. Here, we will set Paperform as the trigger application.


3. Configuring Paperform as the Trigger

In this step, select Paperform as your trigger application within Pabbly Connect. You will then need to choose the trigger event, which is ‘New Form Submission’. This means that every time a form is submitted, it will initiate the workflow.

To connect Paperform to Pabbly Connect, you will need to insert the webhook URL provided by Pabbly into your Paperform settings. Edit your form, navigate to the ‘After Submission’ options, and select ‘Integrations’ followed by ‘Webhooks’. Here, add the webhook URL and ensure it is set to trigger on new submissions.


4. Testing the Paperform Integration

With the webhook set up, it’s time to test the integration. Go back to your Paperform and submit a test entry. Use dummy details such as first name, last name, email, phone number, and property type.

After submission, return to Pabbly Connect and wait for the webhook response. You should see the captured data from the form submission, confirming that the connection between Paperform and Pabbly Connect is successful.

  • Ensure all fields are captured correctly, including first name, last name, email, and phone number.
  • Verify that the response indicates a successful connection.

Once confirmed, you can proceed to set up the action step to create a person in Pipedrive.


5. Setting Up Pipedrive as the Action

Now that the trigger is configured and tested, you can set Pipedrive as your action application in Pabbly Connect. Select ‘Create Person’ as the action event. This step will allow you to add the lead captured from Paperform into your Pipedrive account.

To establish the connection, you will need your Pipedrive API token. Navigate to your Pipedrive account, go to your profile settings, and find the API section to copy the token. Paste this token into Pabbly Connect to create a new connection.

Map the fields from the Paperform submission to the corresponding fields in Pipedrive. Ensure to map first name, last name, email, and phone number correctly. Click on ‘Save and Send Test Request’ to verify the action.

After testing, check your Pipedrive account to confirm that the new person has been created successfully, completing the integration process.


Conclusion

This tutorial illustrates how to automate the creation of Pipedrive Persons from Paperform submissions using Pabbly Connect. By following these steps, you can streamline your lead management process efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Utilizing Pabbly Connect for such integrations not only saves time but also improves the accuracy of your CRM data. Automate your workflows today!

How to Create LiveWebinar Registrant on Google Forms Submission Using Pabbly Connect

Learn how to automate LiveWebinar registrations through Google Forms submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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


1. Accessing Pabbly Connect for Integration

To automate the process of adding registrants to LiveWebinar via Google Forms submissions, you first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can directly log in. After signing in, navigate to the ‘All Apps’ section and select Pabbly Connect to begin the integration process.


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, which prompts you to name your workflow. Input a descriptive name, such as ‘Create Live Webinar Registrant on Google Form Submission’.

  • Select a folder for your workflow, ideally one related to webinars.
  • Click ‘Create’ to proceed to the workflow editor.

In the workflow editor, you will see two main sections: ‘Trigger’ and ‘Action’. The trigger initiates the workflow when an event occurs, while the action defines what happens next. Here, we will use Google Forms as the trigger and LiveWebinar as the action.


3. Setting Up Google Forms as Trigger

To set up Google Forms as the trigger in Pabbly Connect, select Google Forms as your trigger application. Choose ‘New Response Received’ as the trigger event. This will allow the workflow to activate whenever a new submission is made in Google Forms.

Once selected, a webhook URL will be generated. Copy this URL as you will need to link it to your Google Form. Go to your Google Form, navigate to the ‘Responses’ section, and click on ‘Link to Sheets’ to create a new spreadsheet for storing responses.

  • After linking, submit a test response in the Google Form.
  • Ensure the new response appears in the linked Google Sheet.

Now, go back to Pabbly Connect and proceed with the initial setup to confirm that the connection is successful.


4. Connecting LiveWebinar as Action

With Google Forms set up as the trigger, the next step is to connect LiveWebinar as the action in Pabbly Connect. Select LiveWebinar as your action application and choose ‘Create Webinar Registrant’ as the action event. This will allow you to add new registrants automatically based on Google Forms submissions.

Click on ‘Connect’ to establish a connection with LiveWebinar. If prompted, authorize Pabbly Connect to access your LiveWebinar account. After authorization, you will need to fill in the required fields, such as the webinar ID and registrant details.

Map the fields from your Google Form to the corresponding fields in LiveWebinar. Ensure that the registrant’s name and email are dynamically mapped to facilitate automatic updates.

Once all fields are mapped correctly, test the action to ensure that a new registrant is created in your LiveWebinar account.


5. Testing and Verifying the Integration

After setting up both the trigger and action in Pabbly Connect, it’s time to test the integration. Submit another test response through your Google Form to see if the data flows correctly into LiveWebinar.

Check your LiveWebinar account to confirm that the new registrant appears in the list. If everything is functioning as planned, you will see the registrant’s details reflecting the information submitted via Google Forms.

If the registrant is successfully added, the integration is complete. You can now automate the registration process for future webinars using this setup.

This seamless integration allows you to streamline your webinar registration process, saving time and ensuring accuracy.


Conclusion

In conclusion, using Pabbly Connect to automate LiveWebinar registrations through Google Forms submissions is an efficient way to manage your webinars. By following the steps outlined, you can create a smooth workflow that enhances your registration process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automating this process not only saves time but also ensures that all registrants are accurately captured without manual intervention. Start leveraging Pabbly Connect today to enhance your webinar management!

Integrate HubSpot Contacts via Wix Forms Submission with Pabbly Connect

Learn how to automate HubSpot contact creation from Wix Forms submissions using Pabbly Connect in this detailed 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


1. Accessing Pabbly Connect for Integration

To create a HubSpot contact on Wix Forms submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a new account if you’re a first-time user. This platform allows you to automate workflows without needing any programming skills.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will connect Wix Forms to HubSpot CRM. This integration will ensure that every time a form is submitted, a new contact is created in HubSpot automatically.


2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow. Use a descriptive name like ‘Create HubSpot Contact on Wix Form Submission’ to easily identify it later. Then, select the folder where you want to save this workflow. using Pabbly Connect

  • Click on the ‘Create’ button to proceed.
  • This will open the workflow window where you will set the trigger and action.

In this window, you will first select Wix Forms as your trigger application. This means that every time a new form submission happens, it will trigger the workflow you are creating. After selecting Wix Forms, choose the trigger event ‘New Form Submission’ to initiate the workflow.


3. Setting Up Wix Forms for Submission

After setting Wix Forms as the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect your Wix account. Now, log into your Wix account and navigate to the Automations section in the dashboard. using Pabbly Connect

  • Select ‘New Automation’ and choose ‘Start from Scratch’.
  • Set the trigger to ‘Wix Forms’ and specify that the action occurs when any form is submitted.
  • Then, select ‘Send via Webhook’ as the action and paste the copied webhook URL from Pabbly Connect.

Finally, activate the automation by naming it, such as ‘HubSpot Integration’, and saving the settings. This will ensure that every new form submission from Wix will send the data to Pabbly Connect.


4. Mapping Data to HubSpot CRM

With the Wix automation set up, return to your Pabbly Connect workflow. Now, select HubSpot as your action application and choose ‘Create Contact’ as the action event. You will then need to connect your HubSpot account to Pabbly Connect. using Pabbly Connect

After connecting, Pabbly Connect will prompt you to map the fields from the Wix form submission to the corresponding fields in HubSpot. This mapping process is crucial as it ensures that the correct data is sent to HubSpot whenever a form is submitted.

Map the fields like First Name, Last Name, Email, Phone Number, and City from Wix Forms to HubSpot. Make sure to save your mappings to ensure that the data flows correctly.

Once all mappings are done, send a test request to confirm that everything is working. If successful, you will receive a confirmation from HubSpot indicating that a new contact has been created.


5. Finalizing Your Automation

After successfully testing your workflow, you can finalize your automation. This means that from now on, every time a new submission is made through your Wix Forms, Pabbly Connect will automatically create a new contact in HubSpot without any manual intervention. using Pabbly Connect

This seamless integration significantly enhances your CRM efficiency by ensuring that no lead is left behind. You can now focus on following up with your leads promptly, knowing that every submission is captured in your HubSpot CRM.

To monitor your workflow, you can revisit Pabbly Connect anytime to see the logs of submissions and contacts created. This helps you maintain a clear overview of your leads and improves your overall business operations.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of HubSpot contacts from Wix Forms submissions. By following these detailed steps, you can streamline your lead management process and enhance your CRM efficiency. This integration ensures that no lead is overlooked, allowing you to focus on growing your business.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Enroll Thinkific User on Google Forms Submission Using Pabbly Connect

Learn how to seamlessly enroll users in Thinkific from Google Forms submissions using Pabbly Connect. Step-by-step tutorial for easy automation. 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


1. Access Pabbly Connect for Integration

To enroll Thinkific users on Google Forms submission, you first need to access Pabbly Connect. This powerful automation tool allows seamless integration between Google Forms and Thinkific, simplifying the enrollment process.

Start by visiting the Pabbly Connect website and signing in. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. Once logged in, navigate to your dashboard where you can create a new workflow.


2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Enroll Thinkific User on Google Forms Submission’ and select a folder to save it in.

Once the workflow is created, you will enter the workflow window. Here, you will set up the trigger and action. The trigger is the event that starts the workflow, while actions are the subsequent steps that follow. In this case, the trigger will be a new Google Forms submission.

  • Click on the trigger application and select Google Forms.
  • Choose the trigger event as ‘New Response Received’.
  • Copy the provided webhook URL for later use.

After setting up the trigger, you will have to configure your Google Form to ensure it captures the necessary data for the enrollment process.


3. Configure Google Forms for Webhook

Next, open your Google Forms account and select the form you want to use. You need to make the last question required to ensure that it captures all necessary data. Once done, navigate to the Responses tab.

Click on the green spreadsheet icon to create a linked Google Sheet, which will collect form responses. After linking, go to Extensions > Add-ons, and search for the Pabbly Connect Webhooks add-on. Install this add-on if you haven’t already done so.

  • Open the linked Google Sheet and refresh it after installation.
  • Go to Extensions > Pabbly Connect Webhooks > Initial Setup.
  • Paste the copied webhook URL and set the trigger column to your final data column.

After completing these steps, you will have successfully connected Google Forms to Pabbly Connect.


4. Test the Integration with a Submission

Now that everything is set up, it’s time to test the integration. Go back to your Google Form and fill out the test submission. Ensure you include all required fields and click submit.

Once submitted, go back to Pabbly Connect and check if the webhook response has been captured. You should see all the details you entered in the form. This confirms that the connection is working correctly.

Check for the captured response in your Pabbly Connect workflow. Verify that all details match the test submission.

After confirming the data is captured correctly, you can proceed to create the user in Thinkific.


5. Enroll User in Thinkific

In this final step, you will now set up the action to enroll the user in Thinkific using Pabbly Connect. Select Thinkific as the action application and choose ‘Create User’ as the action event.

Connect your Thinkific account by providing the necessary subdomain. After connecting, map the user details received from the Google Forms submission to the required fields in Thinkific.

Map the first name, last name, and email from the previous response. Save and send the test request to create the user.

Once the user is created, you can add another action to enroll this user into a specific course. Select ‘Enroll User’ as the action event and map the user ID from the previous step to ensure the enrollment is dynamic.


Conclusion

In this tutorial, we learned how to enroll Thinkific users automatically using Google Forms submissions through Pabbly Connect. By following the step-by-step process, you can automate user enrollment, saving time and eliminating manual data entry.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With Pabbly Connect, integrating Google Forms and Thinkific becomes a seamless experience, enhancing your workflow efficiency. Start automating today to improve your business processes!

How to Create Brevo Contact for Instagram Lead Ads Leads Using Pabbly Connect

Learn how to automate the process of creating Brevo contacts from Instagram Lead Ads using Pabbly Connect in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for Instagram Lead Ads

Pabbly Connect is a powerful automation tool that helps you integrate various applications seamlessly. In this tutorial, we’ll explore how to use Pabbly Connect to create Brevo contacts from Instagram Lead Ads leads. This integration ensures that every new lead captured through Instagram is automatically added to your Brevo account, allowing for effective follow-up communication.

Using Pabbly Connect, you can streamline your lead management process. This automation not only saves time but also ensures that no valuable lead is missed. Let’s dive into the step-by-step process to set up this integration.


2. Setting Up Pabbly Connect for Your Workflow

To begin, log in to your Pabbly Connect account. If you are a new user, you can easily sign up for free and explore the platform. Once logged in, navigate to the dashboard where you can create a new workflow for your Instagram Lead Ads integration.

  • Click on the ‘Create Workflow’ button on the top right corner.
  • Name your workflow, for example, ‘Create Contact for Instagram Lead Ads Leads’.
  • Select a folder to save your workflow, such as ‘Automations’.

After setting up your workflow, you will see options to define the trigger and action. The trigger will be set to Instagram Lead Ads, which activates whenever a new lead comes through. This is where Pabbly Connect starts capturing the lead information automatically.


3. Configuring the Trigger with Instagram Lead Ads

In this section, we will configure the trigger for our workflow using Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application. This step is crucial as it allows Pabbly Connect to monitor your Instagram account for any new leads.

Next, choose the trigger event as ‘New Lead Instant’. This ensures that every time a potential customer fills out the lead form on Instagram, Pabbly Connect captures that information immediately. After selecting your trigger event, click on ‘Connect’ to authenticate your Instagram account.

  • Select your Facebook account linked to your Instagram.
  • Choose the Facebook page associated with your Instagram Lead Ads.
  • Select the lead form you want to use for capturing leads.

Once you’ve configured these settings, Pabbly Connect will be ready to receive lead data from Instagram. This configuration is essential for automating the process of adding leads to Brevo.


4. Connecting Brevo with Pabbly Connect

Now that we have set up the trigger, let’s move on to connecting Brevo with Pabbly Connect. Select ‘Brevo’ as your action application. This step is where you will define what happens to the captured lead data.

Choose the action event as ‘Create or Update a Contact’. This action will ensure that every new lead from Instagram is added as a contact in your Brevo account. Click on ‘Connect’ to set up the connection between Brevo and Pabbly Connect.

Enter your Brevo domain and API key to establish the connection. Map the lead details such as email, first name, and last name from the trigger response. Select the appropriate list in Brevo where the new contacts should be added.

After completing the connection setup, Pabbly Connect will enable seamless data transfer from Instagram Lead Ads to Brevo, allowing for efficient lead management.


5. Testing Your Integration and Finalizing the Workflow

Once the connections are established, it’s time to test your integration. Use the lead testing tool to generate a test lead through your Instagram Lead Ads form. This step is crucial to ensure that everything is functioning correctly.

After submitting the test lead, check your Brevo account to confirm that the new contact has been created successfully. If everything is set up correctly, you should see the new lead reflected in your Brevo contacts.

Submit a test lead with dummy data through your Instagram lead form. Refresh your Brevo account to verify the new contact has been added.

With this final step, you have successfully automated the process of creating Brevo contacts from Instagram Lead Ads using Pabbly Connect. This integration will help you manage your leads more effectively and enhance your follow-up strategies.


Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with Brevo using Pabbly Connect, enabling the automatic creation of contacts for new leads. By following these steps, you can streamline your lead management process and enhance your communication with potential customers.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Instagram Lead Ads with Notion Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the process of adding Instagram Lead Ads details to Notion automatically using Pabbly Connect. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Instagram Lead Ads with Notion, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Begin by visiting the Pabbly Connect homepage and either sign in if you are an existing user or click on ‘Sign Up Free’ if you are new to the platform.

Once you are logged in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of adding Instagram Lead Ads details to your Notion database. This setup is crucial for managing leads efficiently and will save you time in the long run.


2. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect to automate the lead addition process. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to name your workflow, so enter something descriptive like ‘Add Instagram Lead Ads Details to Notion Automatically’.

  • Click on the ‘Create’ button to proceed.
  • Select your folder for workflow organization.
  • Familiarize yourself with the two key automation principles: Trigger and Action.

This section is essential as it sets the foundation for how your automation will function. The trigger will be the new lead received from Instagram Lead Ads, and the action will be adding this lead to your Notion database.


3. Setting Up the Trigger for Instagram Lead Ads

Now that you have your workflow created, it’s time to set up the trigger. Select Instagram Lead Ads as your trigger application in Pabbly Connect. This will allow you to capture new leads as they come in. Choose the trigger event as ‘New Lead Instant’ to ensure that every new lead is captured immediately.

After selecting the trigger, you’ll need to connect your Instagram Lead Ads account with Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize your account. Once connected, select the relevant Facebook page associated with your Instagram account and the lead form you are using.


4. Setting Up the Action Step to Add Leads to Notion

With the trigger set up, the next step is to configure the action that will take place in Notion. In Pabbly Connect, select Notion as your action application. Choose the action event as ‘Create Database Item’. This ensures that every new lead captured will automatically create a new entry in your Notion database.

Connect your Notion account by clicking on ‘Connect’ and authorizing access. After successful connection, you will need to map the fields from your Instagram Lead Ads to the corresponding fields in Notion. This mapping process ensures that all details such as first name, last name, email, phone number, and city are transferred accurately.

  • Map fields like Type of Property, First Name, Last Name, City, and Email.
  • Ensure all required fields in Notion are filled correctly.
  • Click ‘Save and Send Test Request’ to verify the setup.

After completing this step, you can test the workflow to ensure that everything is working correctly before going live.


5. Testing the Automation and Finalizing Setup

The final step is to test your automation to ensure it functions as expected. Generate a test lead using the lead testing tool in Meta. Fill in the required fields and submit the form to create a new lead in your Instagram Lead Ads.

Once the test lead is submitted, check your Notion database to confirm that the new lead details have been added successfully. If everything is set up correctly, you should see the new lead entry with all the details populated. This confirms that Pabbly Connect is effectively automating the process of adding Instagram Lead Ads details to Notion.

With this automation in place, you can focus on following up with leads rather than manually entering data, significantly improving your efficiency and productivity.


Conclusion

In this tutorial, we detailed how to automate the process of adding Instagram Lead Ads details to Notion using Pabbly Connect. By following the step-by-step instructions, you can streamline your lead management process, ensuring that no potential client details are missed. This integration not only saves time but also enhances organization and follow-up efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Mailchimp Member on Cognito Forms Submission Using Pabbly Connect

Learn how to automate Mailchimp member creation with Cognito Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To create a Mailchimp member on Cognito Forms submission, start by accessing Pabbly Connect. This platform enables seamless integration between different applications.

First, navigate to the Pabbly Connect website. If you are a new user, you can sign up for a free account, which provides 100 free tasks every month. Existing users should log in to their accounts to proceed.


2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to enter a name for your workflow.

For this integration, name your workflow ‘Create Mailchimp Member on Cognito Form Submission’ and select a folder to save it in, such as ‘Cognito Forms Automations.’ Then, click the ‘Create’ button to proceed.


3. Setting Up the Trigger in Pabbly Connect

In the newly created workflow, you will see two sections: Trigger and Action. For the Trigger, select ‘Cognito Forms’ as the application. The trigger event should be set to ‘New Entry,’ which will capture responses from your form submissions.

To establish the connection, Pabbly Connect provides a unique webhook URL. Copy this URL and head over to your Cognito Forms settings. In the form settings, toggle on the option to post JSON data to a website and paste the copied webhook URL in the designated field.

  • Navigate to the form settings in Cognito Forms.
  • Toggle on ‘Post JSON data to a website.’
  • Paste the webhook URL from Pabbly Connect.

After saving the changes, return to your Pabbly Connect workflow and perform a test submission to verify that the connection is successfully established.


4. Setting Up the Action to Create Mailchimp Member

Now that the trigger is set up, it’s time to configure the action. Select ‘Mailchimp’ as the action application and choose the action event as ‘Add New Member with Custom Fields.’ Click on the ‘Connect’ button to establish a connection between Mailchimp and Pabbly Connect.

You will need to provide your Mailchimp API key and data center. To obtain the API key, log into your Mailchimp account, navigate to your profile, and select ‘Extras’ followed by ‘API keys.’ Create a new key if you don’t have one, and copy it into the Pabbly Connect interface.

  • Log into Mailchimp and go to your profile.
  • Navigate to ‘Extras’ and select ‘API keys.’
  • Copy the API key and paste it into Pabbly Connect.

Also, ensure to specify the audience list where the new member will be added. You can then map the fields from the previous step to ensure the correct data is sent to Mailchimp.


5. Testing the Integration

After completing the action setup, it’s crucial to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. If everything is set up correctly, you will receive a positive response indicating that the member has been successfully added to your Mailchimp account.

To verify, log into your Mailchimp account and refresh the page. You should see the new member listed with the details submitted through Cognito Forms. This confirms that your automation is functioning as intended, allowing for seamless data transfer between Cognito Forms and Mailchimp.


Conclusion

In this tutorial, we demonstrated how to automate the process of creating a Mailchimp member using submissions from Cognito Forms through Pabbly Connect. This integration streamlines your workflow, ensuring that new leads are added to your email marketing list automatically.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.