Author: Nitin Maheshwari

Learn how to automate the creation of Zoho CRM contacts from LinkedIn Lead Gen Forms using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin automating the process of creating Zoho CRM contacts from LinkedIn Lead Gen Forms leads, first access Pabbly Connect. This platform is essential for integrating various applications seamlessly.

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 receive 100 tasks each month. Once logged in, you will see the dashboard with various Pabbly applications available.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect to connect LinkedIn Lead Gen Forms with Zoho CRM. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Create Zoho CRM Contact from LinkedIn Lead Gen Forms Leads’.
• Select a folder to save your workflow, such as ‘LinkedIn Leads Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Once created, you will see two sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. In this case, the trigger will be a new lead from LinkedIn Lead Gen Forms.

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3. Setting Up the Trigger with LinkedIn Lead Gen Forms

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select ‘LinkedIn Lead Gen Forms’ as your trigger application. The specific trigger event to choose is ‘New Lead Gen Form Response’.

To connect your LinkedIn account, click on the ‘Connect’ button. A window will appear asking you to authorize the connection. After authorization, select your LinkedIn account and the specific lead form you want to use.

• Generate a test lead by filling out the LinkedIn Lead Gen Form.
• Submit the form to capture the lead data.
• Click on the ‘Save and Send Test Request’ button in Pabbly Connect to retrieve the lead data.

After completing these steps, you will see the captured lead information in Pabbly Connect, confirming that your trigger is set up correctly.

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4. Setting Up the Action to Create Zoho CRM Contacts

Now, it’s time to set up the action in your workflow using Pabbly Connect. For the action application, select ‘Zoho CRM’ and choose the action event ‘Create Contact’. This will allow you to create a new contact in Zoho CRM based on the lead information captured from LinkedIn.

Click the ‘Connect’ button to authorize the connection with Zoho CRM. You will need to enter your Zoho CRM domain to establish the connection. After entering the domain, click ‘Save’ to finalize the connection.

Map the lead details from the previous step to the appropriate fields in Zoho CRM, such as first name, last name, email, and phone number. You can add a description for the contact, such as ‘LinkedIn Lead Gen Forms Lead’. Click on the ‘Save and Send Test Request’ button to create the contact in Zoho CRM.

If successful, you will receive a confirmation that the contact has been created, and you can verify this by checking your Zoho CRM account.

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5. Conclusion: Automating Lead Management with Pabbly Connect

In this tutorial, we have successfully integrated LinkedIn Lead Gen Forms with Zoho CRM using Pabbly Connect. This automation ensures that every new lead generated through LinkedIn is automatically created as a contact in Zoho CRM, streamlining your lead management process.

By utilizing Pabbly Connect, you can save valuable time and reduce the chances of errors in data entry. This integration not only enhances your efficiency but also allows you to focus more on nurturing your leads and building relationships with clients.

Now you can easily manage your leads and contacts in one centralized system. If you have any questions or need further assistance, feel free to reach out to Pabbly support.

Learn how to automate enrollment of Graphy users from Tally Forms submissions using Pabbly Connect with 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. Accessing Pabbly Connect for Integration

To enroll Graphy users on Tally Forms submission, you first need to access Pabbly Connect. This platform enables seamless integration between Tally Forms and Graphy, automating the entire enrollment process.

Begin by navigating to the Pabbly Connect website. If you don’t have an account, you can sign up for free, which will allow you to perform 100 tasks monthly. Once signed in, you will be directed to the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to initiate your integration process. Name your workflow appropriately, such as ‘Enroll Graphy User on Tally Forms Submission,’ and select the relevant folder to save it.

• Select the folder for your workflow.
• Click on the ‘Create’ button to proceed.

This will lead you to the workflow setup window where you will define the trigger and action. In this case, the trigger will be Tally Forms, which captures new submissions.

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3. Setting Up the Trigger in Pabbly Connect

In the workflow setup, select Tally Forms as your trigger application. The trigger event will be ‘New Response’ which activates when a new form submission occurs. This is where Pabbly Connect starts facilitating the automation process.

To connect Tally Forms with Pabbly Connect, you will need to copy the webhook URL provided in the setup. Navigate to your Tally Forms account, choose the form you created, and go to the Integrations section to paste this webhook URL.

• Go to Integrations in your Tally Forms account.
• Paste the webhook URL in the endpoint URL section.

Once connected, any new submissions will be sent to Pabbly Connect, allowing you to process them accordingly.

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4. Enrolling Users in Graphy through Pabbly Connect

Now that you’ve set up the trigger, the next step is to enroll users in Graphy. In your Pabbly Connect workflow, add an action step and select Graphy as the application. The action event will be ‘Create Learner’ which allows you to create a new learner in your Graphy account.

To proceed, you will need to connect your Graphy account to Pabbly Connect by entering your API key and merchant ID. These can be found in the Integrations section of your Graphy account. This connection is crucial as it allows Pabbly Connect to access your Graphy account for enrollment purposes.

Enter your API key in the designated field. Paste your merchant ID to complete the connection.

Once connected, map the necessary fields from the Tally Forms submission to the Graphy learner creation fields. This ensures that user data is accurately transferred.

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5. Finalizing the Enrollment Process in Pabbly Connect

After creating the learner, the next action in your workflow will be to enroll the learner in a specific course. Again, select Graphy as the action application, and this time the action event will be ‘Enroll Learner to Course’. This step further emphasizes the role of Pabbly Connect in automating the entire process.

Map the learner’s email and the course URL to ensure the correct course is assigned. You can retrieve the course URL from your Graphy account under the products section. Once all fields are filled and mapped, save your workflow.

Ensure the email is correctly mapped from the Tally Forms response. Confirm the course URL is accurate to enroll the learner.

Once saved, any new form submissions will automatically create a learner in Graphy and enroll them in the specified course, streamlining your enrollment process.

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Conclusion

In this tutorial, we explored how to automate the enrollment of Graphy users from Tally Forms submissions using Pabbly Connect. By following these steps, you can enhance your workflow efficiency and ensure that new learners are quickly onboarded into your courses.

Utilizing Pabbly Connect allows you to create a smooth integration process, saving time and reducing manual tasks. Start automating your workflows today with Pabbly Connect!

Learn how to automate the creation of Zendesk users from Instagram Lead Ads leads using Pabbly Connect. Follow this detailed 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

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1. Introduction to Pabbly Connect for Integrating Zendesk and Instagram Lead Ads

In this section, we will explore how to use Pabbly Connect to automate the creation of Zendesk users from Instagram Lead Ads leads. This integration allows businesses to streamline their customer service processes effectively.

Using Pabbly Connect, you can connect your Instagram Lead Ads to Zendesk seamlessly. This automation ensures that every new lead captured through Instagram is automatically added as a user in your Zendesk account, enhancing response times and customer satisfaction.

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2. Setting Up Your Pabbly Connect Account

To get started with Pabbly Connect, you first need to create an account. Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button.

Once you have logged in, you will see the dashboard. Here’s how to set up your workflow:

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately, e.g., ‘Create Zendesk User from Instagram Leads’.
• Select the folder to save your workflow.

After setting this up, you will be directed to the main workflow page where you can configure the trigger and action steps.

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3. Creating the Trigger with Instagram Lead Ads

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger is essential as it determines when the automation will start. Search for and select ‘Instagram Lead Ads’ as your trigger application.

Next, choose the event as ‘New Lead Instant’. Click on ‘Connect’ to establish a connection between Instagram Lead Ads and Pabbly Connect. Here’s how to connect:

• Click on ‘Add New Connection’.
• Authorize Pabbly Connect by clicking on ‘Connect with Instagram Lead Ads’.
• Select the Facebook page linked to your Instagram account.

After connecting, select the lead generation form associated with your ad campaign. This setup allows Pabbly Connect to capture leads generated from your Instagram ads.

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4. Configuring the Action to Create a Zendesk User

Once the trigger is set, the next step is to set up the action that will occur when a new lead is captured. For this, select ‘Zendesk’ as your action application in Pabbly Connect.

Choose the action event ‘Create User’. Now, you need to connect your Zendesk account:

Enter your Zendesk username followed by ‘/token’. Input your subdomain from the Zendesk URL. Provide the API token generated from your Zendesk account.

Once connected, Pabbly Connect will allow you to map the lead details from Instagram Lead Ads to the new user fields in Zendesk.

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5. Testing Your Pabbly Connect Workflow

To ensure everything is functioning correctly, it’s important to test your workflow in Pabbly Connect. After mapping the necessary fields, click on ‘Save & Send Test’. This action will create a user in Zendesk based on the lead information received from Instagram.

Check your Zendesk account to confirm that the new user has been created successfully. You should see the details populated from the lead submission. This verification step is crucial to ensure that your automation is working as intended.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Zendesk users from Instagram Lead Ads leads using Pabbly Connect. By following these steps, you can streamline your customer service process and enhance response times. This integration not only saves time but also improves overall customer satisfaction.

Learn how to automate subscriber creation in Pabbly Connect from Cashfree Payments and log details in Google Sheets using Pabbly Connect. 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 process of creating a subscriber in Pabbly Email Marketing from Cashfree Payments and logging the details in Google Sheets, you will utilize Pabbly Connect. First, create a Pabbly Connect account by signing up through the free link provided in the description. This setup takes only a few minutes.

Once your account is ready, navigate to the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Cashfree to Pabbly Email Marketing to Google Sheets’. Select the appropriate folder for your workflow and click ‘Create’. This will open the workflow setup where you can define the trigger and action steps.

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2. Configuring Cashfree Trigger in Pabbly Connect

The first step in the workflow is to set up the trigger from Cashfree. This allows Pabbly Connect to receive payment notifications. In the trigger step, search for Cashfree and select it. Choose the trigger event as ‘Payments’. This action will generate a webhook URL, which you will need to connect Cashfree with Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• In your Cashfree account, navigate to the Webhooks section under the Developer menu.
• Add a new webhook endpoint and paste the copied URL, selecting the latest webhook version.

After pasting the URL, click on the ‘Test’ button to send a test response back to Pabbly Connect. Once the test response is received successfully, you can proceed to configure the event for successful payments. This setup ensures that every new payment triggers the workflow.

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3. Adding Subscriber in Pabbly Email Marketing

With the Cashfree trigger set up, the next step is to add the customer as a subscriber in Pabbly Email Marketing. In the action step of your workflow, search for Pabbly Email Marketing and select it. Choose the action event as ‘Add Subscriber’. You will need to connect your Pabbly Email Marketing account by entering your API token, which you can find in the Integrations section of your Pabbly Email Marketing account.

Once connected, select the subscriber list where you want to add the new subscriber. The workflow will allow you to map the customer’s details received from the Cashfree trigger. Map the fields for the email address and name of the customer. This process ensures that every payment made through Cashfree results in a new subscriber being added to your email marketing list.

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4. Logging Payment Details in Google Sheets

The final step in this automation is to log the payment details in Google Sheets using Pabbly Connect. Add another action step in your workflow and search for Google Sheets. Choose the action event as ‘Add New Row’. Connect your Google Sheets account by signing in through the Google authentication process.

After connecting, you will need to select the spreadsheet where you want to log the payment details. Map the relevant fields such as customer name, email, mobile number, payment amount, and payment ID from the Cashfree trigger. This mapping ensures that all pertinent payment information is recorded accurately in your Google Sheets.

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5. Testing the Automation Workflow

Now that all steps are configured, it’s time to test your automation. Make a test payment through your Cashfree payment link using dummy customer details. After the payment is processed, check Pabbly Connect to see if it captured the payment details correctly. You should see the customer’s name, email, and payment details in the response.

Finally, verify that the customer has been added as a subscriber in Pabbly Email Marketing and that the payment details have been logged in Google Sheets. This confirms that your Pabbly Connect automation is functioning correctly and is ready for real transactions.

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Conclusion

In this tutorial, we explored how to create a subscriber in Pabbly Email Marketing from Cashfree Payments and log payment details in Google Sheets using Pabbly Connect. This automation streamlines your workflow and ensures accurate record-keeping of your transactions.

Learn how to upload failed Razorpay payments as events in CleverTap using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Getting Started with Pabbly Connect for Razorpay and CleverTap Integration

To automate the process of uploading failed Razorpay payments as events in CleverTap, you will first need to access Pabbly Connect. This powerful automation platform allows you to seamlessly integrate different applications, including Razorpay and CleverTap.

Begin by creating a free account on Pabbly Connect. You can find the sign-up link in the description below. Once you have your account set up, log in to the dashboard where you will create a new workflow for this integration.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Razorpay to CleverTap’. You can also select a folder to organize your workflows.

In this workflow, you will have a trigger and an action. The trigger will be a failed payment from Razorpay, and the action will be to upload that event to CleverTap. Follow these steps to set it up:

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Razorpay to CleverTap’).
• Select a folder for organization.

Once your workflow is created, you will see the trigger window where you will connect Razorpay.

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3. Setting Up the Trigger for Razorpay

In the trigger window, search for Razorpay and select it as your app. Choose ‘Payment Failed’ as the trigger event. Pabbly Connect will provide you with a webhook URL that you will use to connect Razorpay to this workflow.

Copy the webhook URL and navigate to your Razorpay account. In Razorpay, go to ‘Accounts and Settings’ and then select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the webhook URL. For the active event, select ‘Payment Failed’.

• Go to Razorpay > Accounts and Settings > Webhooks.
• Click on ‘Add New Webhook’.
• Paste the webhook URL and select ‘Payment Failed’.

After setting this up, Pabbly Connect will be waiting for a webhook response from Razorpay, indicating a failed payment.

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4. Testing the Trigger in Pabbly Connect

To test whether the trigger is working, initiate a test payment on your Razorpay payment page. Enter dummy details that will result in a failed payment. Once the payment fails, Pabbly Connect will capture the response containing all relevant details about the failed payment.

In the Pabbly Connect workflow, you will see the details of the failed payment, including the status, order ID, customer name, email, and product name. This confirms that the trigger has successfully captured the failed payment event.

Initiate a test payment that fails. Check Pabbly Connect for the captured response. Verify that all details are present in the response.

This step is crucial as it ensures that Pabbly Connect is receiving data from Razorpay correctly before moving on to the action step.

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5. Uploading Failed Payment Event to CleverTap

Now that you have successfully set up the trigger, it’s time to configure the action step. In the action window, search for CleverTap and select it. Choose the action event as ‘Upload Event’. This will allow you to send the captured data from Razorpay to CleverTap.

To connect CleverTap with Pabbly Connect, you will need your CleverTap Project ID and Passcode. You can find these in your CleverTap account settings. Enter these details in Pabbly Connect and select your account region.

Select CleverTap and choose ‘Upload Event’ as the action. Enter the Project ID and Passcode from CleverTap. Select the appropriate region for your CleverTap account.

Once connected, map the required fields from the Razorpay response to the CleverTap event. Finally, click on ‘Save and Send Test Request’ to verify that the event is uploaded successfully. You can check your CleverTap account to see the newly created event.

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Conclusion

By following these steps, you can effectively automate the process of uploading failed Razorpay payments as events in CleverTap using Pabbly Connect. This integration not only streamlines your payment management but also enhances user engagement by tracking payment failures efficiently. Start using Pabbly Connect today to simplify your workflow!

Learn how to seamlessly integrate IndiaMART leads into Google Sheets for the cement industry using Pabbly Connect in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for IndiaMART Leads

To add IndiaMART leads to Google Sheets for the cement industry, you will start by accessing Pabbly Connect. This platform allows you to automate the process of transferring leads seamlessly. You can do this by visiting the Pabbly website and signing into your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on ‘Create Workflow’. Name your workflow appropriately, such as ‘Add IndiaMART Leads to Google Sheets’. This sets the stage for automation between IndiaMART and Google Sheets.

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2. Creating the Trigger with IndiaMART

In this step, you will set up the trigger for the workflow using Pabbly Connect. Select IndiaMART as the trigger application. The event that will kick off the automation is ‘New Lead’. This means that whenever a new lead is generated in IndiaMART, it will trigger the workflow.

• Choose IndiaMART as the trigger application.
• Select ‘New Lead’ as the trigger event.
• Copy the provided webhook URL for the next steps.

This webhook URL acts as a bridge connecting IndiaMART to Pabbly Connect. You will need this URL to set up the integration in your IndiaMART account.

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3. Integrating IndiaMART with Pabbly Connect

Now that you have your webhook URL from Pabbly Connect, go to your IndiaMART account. Navigate to the Lead Manager section and click on the three dots to find the ‘Import/Export Leads’ option. From there, select the ‘Push API’ option.

In the Push API settings, choose ‘Other’ as the source and enter ‘Pabbly Connect’ as your CRM platform name. Paste the webhook URL you copied earlier into the designated field. This step is crucial as it establishes the connection between IndiaMART and Pabbly Connect.

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4. Testing the Connection and Receiving Leads

After setting up the integration, it’s time to test the connection. Go back to Pabbly Connect and check if it is waiting for a webhook response. To trigger this, you need to submit a test inquiry from your IndiaMART account.

Once you submit the inquiry, Pabbly Connect should capture the details of the lead. You will see the response in your Pabbly workflow, confirming that the integration is successful and the details are being received correctly.

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5. Adding Leads to Google Sheets

The final step involves adding the captured leads to Google Sheets. In your Pabbly Connect workflow, set Google Sheets as the action application. Choose ‘Add New Row’ as the action event.

Connect your Google account to Pabbly Connect and select the spreadsheet where you want to store the leads. Make sure to map the fields such as name, phone, email, and product query from the IndiaMART response to the corresponding columns in your Google Sheets. This mapping ensures that every new lead is added automatically.

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Conclusion

By following these steps, you can successfully automate the process of adding IndiaMART leads to Google Sheets using Pabbly Connect. This integration not only saves time but also enhances the efficiency of managing leads in the cement industry. With Pabbly Connect, you can streamline your workflow and focus on growing your business.

Learn how to integrate IndiaMART leads with Salesforce for the semiconductor industry using Pabbly Connect in this step-by-step tutorial. 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 start integrating IndiaMART leads into Salesforce, the first step is to access Pabbly Connect. Simply navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the landing page, you can either sign in if you are an existing user or click on ‘Sign Up for Free’ to create a new account. New users receive 100 free tasks monthly, which is a great way to explore the platform.

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2. Creating a New Workflow in Pabbly Connect

After signing in, you will see your Pabbly dashboard. To create a new workflow, click on ‘Create Workflow’. Here, you need to name your workflow something like ‘Add IndiaMART Leads to Salesforce for Semiconductor Industry’ and select a folder to save it. using Pabbly Connect

• Click on ‘Create’ to initiate the workflow.
• You will be presented with two boxes: Trigger and Action.

In this setup, the trigger is IndiaMART, which will activate the workflow whenever a new lead or inquiry is received. The action will be to add this lead to Salesforce automatically, streamlining your lead management process.

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3. Setting Up IndiaMART as the Trigger Application

In the trigger application section, select IndiaMART and choose the event labeled ‘New Leads’. This event will initiate the workflow every time a new lead is generated.

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

• Log into your IndiaMART account and navigate to the Lead Manager.
• Select ‘Import/Export Leads’ and then ‘Push API’.
• Enter the CRM platform name as Pabbly Connect and paste the webhook URL.

After saving these details, your IndiaMART account will be successfully linked to Pabbly Connect, allowing for automatic lead capture.

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4. Testing the Connection Between IndiaMART and Pabbly Connect

With your webhook URL configured, the next step is to test the connection. You will need to perform a test submission from IndiaMART to ensure that Pabbly Connect captures the lead details correctly.

To do this, create a test inquiry using the profile you set up in IndiaMART. Enter your query, such as asking for semiconductor product specifications, and submit it. This action will trigger the webhook, and you should see a response in your Pabbly Connect workflow.

Check the Pabbly Connect dashboard for a success status. Ensure that you receive the unique query ID and lead details.

Once the test is successful, you can proceed to the next step of adding these leads to Salesforce.

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5. Adding Leads to Salesforce Using Pabbly Connect

Now that the connection is tested and working, it’s time to set up Salesforce as the action application in your workflow. Select Salesforce and choose ‘Create Lead’ as the action event. using Pabbly Connect

You will need to establish a connection to Salesforce by clicking on ‘Connect’ and granting the necessary permissions. Once connected, you can map the lead details captured from IndiaMART to the corresponding fields in Salesforce.

Map fields such as last name, email, phone number, and company name. Ensure to use the mapping feature to keep the data dynamic.

After mapping all necessary fields, click on ‘Save and Send Test Request’. A successful response will confirm that the lead has been created in Salesforce, completing the automation process.

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Conclusion

This tutorial demonstrated how to seamlessly integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, businesses in the semiconductor industry can enhance their lead management efficiency and responsiveness. With Pabbly Connect, you can effortlessly streamline your workflows and focus on growing your business.

Learn how to seamlessly integrate Zoho Campaigns with Paperform submissions using Pabbly Connect. Step-by-step instructions included! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To integrate Zoho Campaigns with Paperform, the first step is to access Pabbly Connect. Open your browser and search for Pabbly Connect’s official website. You will find options to either sign in or sign up for free. If you are a new user, signing up grants you 100 tasks free every month.

For existing users, click on the ‘Sign In’ button. After signing in, navigate to your dashboard where you will see various Pabbly applications. To start the integration process, select Pabbly Connect as it facilitates the connection between Paperform and Zoho Campaigns.

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2. Create a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it. For instance, you can name it ‘Add or Update Zoho Campaigns Subscriber on Paperform Submission’ and save it in the ‘Automations’ folder.

After naming your workflow, click on ‘Create’. This will take you to the workflow window where you can set up triggers and actions. In this case, the trigger application will be Paperform, which will initiate the workflow whenever a new form submission occurs.

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3. Set Up Trigger for Paperform Submission

In the workflow window, select Paperform as your trigger application. The trigger event should be set to ‘New Form Submission’. Upon selecting this, Pabbly Connect will generate a Webhook URL that you will use to connect Paperform with your workflow.

Copy the Webhook URL and log into your Paperform account. Edit the form you want to connect, navigate to the ‘After Submission’ tab, and click on ‘Integrations’. Under Webhooks, add the copied URL and set it to trigger on new submissions. This step is crucial as it establishes the connection between Paperform and Pabbly Connect.

• Open your Paperform account.
• Edit the desired form and go to the ‘After Submission’ tab.
• Paste the Webhook URL and set the trigger event.

After setting this up, perform a test submission to ensure that Pabbly Connect captures the response correctly. This will confirm that your trigger is functioning as intended.

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4. Add or Update Zoho Campaigns Subscriber

With the trigger set up, the next step is to add or update a subscriber in Zoho Campaigns. In Pabbly Connect, select Zoho Campaigns as your action application. Choose the action event as ‘Add or Update Subscriber’ and click on connect.

If you haven’t connected your Zoho Campaigns account yet, you will need to create a new connection. Provide your domain (e.g., zoho.com) and grant the necessary permissions. Once connected, select the list where you want the subscriber to be added. This is typically your course enrollment leads list.

• Select Zoho Campaigns as the action application.
• Choose the action event ‘Add or Update Subscriber’.
• Map the fields from the Paperform submission to the Zoho Campaigns fields.

Mapping fields ensures that the data from Paperform is correctly transferred to Zoho Campaigns, making your subscriber list dynamic and up-to-date with each new submission.

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5. Test Your Integration

After completing the setup, it’s crucial to test your integration. Fill out the Paperform with test data and submit it. Pabbly Connect will capture this submission and trigger the workflow, adding or updating the subscriber in Zoho Campaigns.

Check your email for the subscription confirmation and verify in your Zoho Campaigns account that the new subscriber has been successfully added. This final check ensures that everything is working seamlessly, and your integration is complete.

With the setup finalized, you can now automate the process of adding or updating subscribers in Zoho Campaigns with every new Paperform submission. This integration saves time and ensures your email marketing efforts are always up-to-date.

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Conclusion

Integrating Zoho Campaigns with Paperform using Pabbly Connect streamlines your email marketing efforts by automatically adding or updating subscribers. By following these steps, you can ensure that your subscriber list remains current and effective.

Learn how to automate the creation of Apollo.io contacts from Jotform submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Jotform and Apollo.io Integration

In this section, we will explore how to set up Pabbly Connect to automate the creation of contacts in Apollo.io whenever a Jotform submission occurs. Start by visiting the Pabbly Connect website and logging in to your account. If you are a new user, you can sign up for free and receive 10,000 tasks per month.

Once logged in, navigate to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow. Name it ‘Create Apollo.io Contact on Jotform Submission’ and select the folder where you want to save it. After that, click on ‘Create’ to proceed to the workflow setup.

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2. Configuring Jotform as the Trigger Application in Pabbly Connect

Now that your workflow is created, it’s time to set up Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications. You will need to choose the trigger event. For this automation, select ‘New Response Received’ as the trigger event.

• Choose ‘New Response Received’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.
• Log into your Jotform account and select the form you want to integrate.

After copying the Webhook URL, navigate to your Jotform account. Open the form in the form builder. Click on the ‘Settings’ tab, then go to ‘Integrations’. Search for Webhooks and paste the copied URL into the designated field. Click on ‘Complete Integration’ to finalize the setup.

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3. Testing the Jotform Trigger in Pabbly Connect

With the Jotform integration set up, it’s time to test if the trigger works correctly via Pabbly Connect. Go back to your Pabbly Connect workflow, and you will see a message indicating that it is waiting for a Webhook response. To test this, go to your Jotform form and submit a test entry.

Fill in the required fields in the form and click on ‘Submit’. After submitting, return to your Pabbly Connect workflow. You should see that the Webhook response has been captured, displaying all the information you entered in the form.

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4. Setting Up Apollo.io as the Action Application in Pabbly Connect

Now that the Jotform trigger is working correctly, it’s time to set up Apollo.io as the action application in Pabbly Connect. Search for Apollo.io in the action application section and select it. For the action event, choose ‘Create Contact’.

You will be prompted to connect your Apollo.io account. Click on ‘Add New Connection’. You will need to enter your API key, which can be obtained from your Apollo.io account. Navigate to the API keys section in Apollo.io, create a new key, and copy it back to Pabbly Connect.

• Enter the API key obtained from Apollo.io.
• Map the fields from the Jotform response to the corresponding fields in Apollo.io.
• Click on ‘Save and Send Test Request’ to test the integration.

Once you click on ‘Save and Send Test Request’, check your Apollo.io account to see if the new contact has been created successfully. You should see the same details you submitted in the Jotform form.

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5. Conclusion: Automate Your Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to automate the creation of Apollo.io contacts from Jotform submissions streamlines your lead management process. This integration allows you to capture potential client details efficiently, ensuring timely follow-ups and organized sales pipelines.

By following the steps outlined in this tutorial, you can set up a seamless automation that saves time and effort, allowing you to focus on growing your business.

Learn how to automate the creation or updating of Keap contacts from Wix forms submissions using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Wix Forms and Keap Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the process of creating or updating Keap contacts whenever a new submission is made on a Wix form. This integration ensures that your CRM is always up-to-date with the latest contact information.

By utilizing Pabbly Connect, you can streamline your workflow and enhance your lead management processes. This automation saves time and reduces the risk of errors that can occur with manual data entry.

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2. Accessing Pabbly Connect and Creating a Workflow

To start, you need to access Pabbly Connect by visiting the official website. Once there, you can sign in if you are an existing user or sign up for a free account to explore the features available.

After signing in, navigate to the dashboard where you will see various applications. Click on the ‘Create Workflow’ button located at the top right corner. Here, you will need to name your workflow, such as ‘Create or Update Keap Contact on Wix Form Submission.’ Select a folder to save your workflow, and then click on the create button to proceed.

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3. Setting Up the Trigger with Wix Forms

In this step, we will configure the trigger for our automation using Pabbly Connect. Select ‘Wix Forms’ as the trigger application since we want to capture new form submissions. Choose the trigger event as ‘New Form Submission’ so that the workflow activates every time a new submission is received.

• Select trigger application: Wix Forms
• Choose trigger event: New Form Submission
• Copy the generated webhook URL

After selecting the trigger event, you will be provided with a webhook URL. This URL is essential for connecting your Wix forms to Pabbly Connect. Copy this URL and proceed to your Wix forms account to set up the automation.

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4. Configuring Wix Forms to Send Data to Pabbly Connect

In your Wix forms account, navigate to the Automations section. Click on ‘New Automation’ and select ‘Start from Scratch.’ Name your automation and choose ‘Wix Forms’ as the trigger. For the trigger event, select the same event you used in Pabbly Connect: ‘Form Submitted.’ You can specify which form should trigger the automation.

• Select trigger: Wix Forms
• Choose trigger event: Form Submitted
• Enter the webhook URL from Pabbly Connect

Once you have configured the Wix forms automation, activate it to ensure it sends data to Pabbly Connect whenever a new form submission occurs. This step is crucial for establishing the connection between your Wix forms and Keap.

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5. Finalizing the Integration with Keap

Now that your Wix forms are set up to send data to Pabbly Connect, the next step is to configure the action to create or update a contact in Keap. In the action step of your workflow, select ‘Infusionsoft by Keap’ as the application and choose the action event as ‘Create or Update a Contact.’ This ensures that every new submission will either create a new contact or update an existing one.

Connect your Keap account to Pabbly Connect by clicking on ‘Connect with Keap.’ Follow the prompts to authorize the connection. Once connected, you can map the fields from your Wix form submission to the corresponding fields in Keap, such as email, first name, and last name.

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Conclusion

In conclusion, using Pabbly Connect to automate the creation or updating of Keap contacts from Wix forms submissions streamlines your lead management process. By following the steps outlined in this tutorial, you can ensure that your contact list is always up-to-date, saving time and reducing errors in data entry.