Author: Nitin Maheshwari

Learn how to send automated WhatsApp messages on Cognito Forms submission using Pabbly Connect and WhatsApp Cloud API in this detailed 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. Introduction to Pabbly Connect for WhatsApp Automation

In this section, we will explore how to use Pabbly Connect to automate WhatsApp messages for Cognito Forms submissions. This powerful automation tool allows you to connect various applications and streamline your workflow. By integrating WhatsApp Cloud API with Cognito Forms through Pabbly Connect, you can send instant responses to your leads.

To get started, visit the Pabbly Connect homepage and sign in or create a new account. Once logged in, you will be greeted with the dashboard where you can create workflows that automate your tasks. This step is crucial as it sets the foundation for the integration process.

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2. Creating a Workflow in Pabbly Connect

Now, let’s create a workflow in Pabbly Connect to connect Cognito Forms with WhatsApp Cloud API. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. For this tutorial, name it ‘Send Automated WhatsApp Message on Cognito Forms Submission using WhatsApp Cloud API’.

• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two main components: Trigger and Action. The Trigger is what starts the automation, and the Action is what happens as a result. In this case, the Trigger will be Cognito Forms, and the Action will be WhatsApp Cloud API, facilitated by Pabbly Connect.

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3. Setting Up the Trigger with Cognito Forms

To set up the Trigger, select Cognito Forms as your application in Pabbly Connect. You will then choose the Trigger Event as ‘New Entry’. This means that every time a new form submission is received, it will trigger the automation.

Next, you will be given a Webhook URL. This URL needs to be copied and pasted into your Cognito Forms account. In your Cognito Forms, navigate to the form you want to use, and find the option to submit entry data to a website. Paste the Webhook URL here and save your changes.

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4. Testing the Trigger and Setting Up the Action

After setting the Webhook URL in Cognito Forms, it’s time to test the Trigger. Fill out the form with dummy data and submit it. This will send a test response to Pabbly Connect, which you can verify in your workflow. You should see the details of the submission captured successfully.

Now, proceed to set up the Action by selecting WhatsApp Cloud API as your action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This action will send an automated WhatsApp message to the lead based on the information collected from the form submission.

• Connect your WhatsApp Cloud API account by entering the required credentials such as token, phone number ID, and WhatsApp business account ID.
• Select the message template you want to use for sending messages.

Once all details are correctly entered, click on ‘Save and Send Test Request’. This will trigger the action and send the WhatsApp message to the specified number, confirming that your automation is working as intended.

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5. Finalizing the Automation Process

After successfully sending a test message, you can finalize your automation setup. Ensure all the mappings in Pabbly Connect are correct, including the recipient’s phone number and any dynamic fields such as the lead’s name. This ensures that each message sent is personalized and relevant to the inquiry.

To complete the process, review your workflow in Pabbly Connect and make any necessary adjustments. Once satisfied, activate your workflow to start sending automated WhatsApp messages for every new Cognito Forms submission.

With this setup, you can efficiently manage inquiries and maintain engagement with potential clients through timely responses. This automation not only saves time but also enhances customer experience.

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Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp messages on Cognito Forms submissions is a powerful way to streamline your communication process. By following the steps outlined in this tutorial, you can ensure that every lead receives a prompt and personalized response, improving your chances of conversion.

Implementing this automation will not only save you time but also enhance customer satisfaction, making it a valuable addition to your business operations.

Learn how to automate invoice creation in Zoho Books from Paperform submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Integration

To create a Zoho Books invoice on Paperform submission, the first step is to access Pabbly Connect. This powerful automation tool allows you to seamlessly connect different applications. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

Once logged in, you will see the dashboard. From here, click on the ‘Access Now’ button to enter the Pabbly Connect interface. This is where you will set up the workflow that connects Paperform and Zoho Books.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that automates the invoice creation process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection. using Pabbly Connect

• Name your workflow as ‘Create Zoho Books Invoice on Paperform Submission’.
• Select the folder where you want to save this workflow.

After naming and selecting the folder, click on the ‘Create’ button. You will now 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 form submission from Paperform.

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3. Setting Up the Trigger for Paperform

To set up the trigger, select Paperform as the trigger application in Pabbly Connect. Choose the ‘New Form Submission’ event as the trigger. This means that every time a student submits a form, Pabbly Connect will capture that submission.

Next, you will need to connect your Paperform account to Pabbly Connect. A unique webhook URL will be provided by Pabbly Connect. Copy this URL and head to your Paperform account. Go to the form settings, click on the ‘After Submissions’ section, and select ‘Integrations’ and then ‘Webhooks’.

• Paste the copied webhook URL into the designated field.
• Select ‘New Submission’ as the trigger.
• Click on the ‘Create’ button to save the webhook.

Once saved, return to Pabbly Connect and click on the ‘Test’ button to ensure that the connection is successful. Perform a test submission in your Paperform to verify that Pabbly Connect captures the response correctly.

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4. Setting Up the Action in Zoho Books

Now that the trigger is set up, it’s time to configure the action step to create an invoice in Zoho Books. Select Zoho Books as the action application and choose ‘Create Sales Invoice’ as the action event. This will allow Pabbly Connect to automatically generate invoices based on the form submissions.

Next, connect your Zoho Books account to Pabbly Connect. You will need to provide your Zoho Books domain name. Once connected, select the organization where you want to create the invoice. Since the customer will be created based on the Paperform submission, ensure that you have the necessary fields mapped correctly.

Map the customer details from the Paperform submission to the invoice fields. Ensure to include the course selected by the student in the invoice details. Click on ‘Save and Send Test Request’ to finalize the action setup.

After clicking save, check your Zoho Books account to confirm that the invoice has been created successfully.

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5. Conclusion

By following these steps, you have successfully set up an automation between Paperform and Zoho Books using Pabbly Connect. This integration streamlines the process of creating invoices, saving you time and reducing errors. Whenever a student submits a form, an invoice is automatically generated in Zoho Books, ensuring a seamless workflow.

With Pabbly Connect, you can automate various tasks and connect multiple applications to enhance your productivity. Start using Pabbly Connect today to simplify your processes!

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Learn to automate the enrollment of students from Webflow submissions to Graphy using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Webflow and Graphy Integration

To begin the process of enrolling Graphy users on Webflow submissions, first, access Pabbly Connect. This platform serves as the central automation tool that connects Webflow and Graphy. Start by signing into your Pabbly Connect account. If you’re a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow. For this automation, name it ‘Enroll Graphy User on Webflow Submissions’ and select a folder to save it in, such as ‘Graphy Automations’. Then, click the ‘Create’ button to establish your workflow.

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2. Configuring Trigger with Webflow in Pabbly Connect

In this step, we will configure the trigger for our workflow using Webflow. Select Webflow as the trigger application in Pabbly Connect. The event to choose here is ‘Form Submitted’, which will activate the automation whenever a new submission occurs in your Webflow form. using Pabbly Connect

• Choose Webflow as the trigger application.
• Select ‘Form Submitted’ as the trigger event.
• Connect your Webflow account by adding a new connection and entering the required API token.

After establishing the connection, select the site ID associated with your Webflow form. Save and send a test request to ensure that Pabbly Connect captures the response from the form submission. This confirms that Webflow is correctly linked to Pabbly Connect, setting the stage for the next steps.

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3. Creating a Learner in Graphy Using Pabbly Connect

Now that the trigger is set up, the next step involves creating a learner in Graphy. For this, select Graphy as the action application within Pabbly Connect. The action event should be set to ‘Create Learner’. This step is crucial as it allows you to automatically register the student who submits the form on Webflow. using Pabbly Connect

To connect Graphy, you will need to provide the API key and merchant ID from your Graphy account. Navigate to the Integrations section in Graphy to retrieve these details. Once you have entered the API key and merchant ID in Pabbly Connect, map the necessary fields such as email, name, and phone number of the learner from the previous Webflow submission response.

• Map the email field from the Webflow submission response.
• Fill in the learner’s name and phone number accordingly.
• Create a dynamic password for the learner.

After mapping all required fields, click on ‘Save and Send Test Request’. If successful, you should see a confirmation that the learner has been created in your Graphy account.

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4. Enrolling the Learner in the Course Using Pabbly Connect

With the learner successfully created in Graphy, the final step is to enroll them in a specific course. Again, select Graphy as the action application and choose ‘Enroll Learner to Course’ as the action event. This action ensures that the newly registered learner gains immediate access to the course they signed up for. using Pabbly Connect

To complete this step, map the email of the learner from the previous response. Additionally, you will need the course URL for the course in which you want to enroll the learner. Navigate to the course page in Graphy to copy the URL and paste it into the appropriate field in Pabbly Connect.

After filling in the necessary details, click the ‘Save and Send Test Request’ button. Once the request is successful, the learner will be enrolled in the specified course. You can verify this by checking the learner section under your course in Graphy to confirm that the enrollment was successful.

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5. Conclusion

In this tutorial, we explored how to automate the enrollment of students from Webflow submissions into Graphy using Pabbly Connect. By setting up triggers and actions, we streamlined the process, saving time and eliminating manual errors. This integration ensures that students receive immediate access to their courses upon submission.

Using Pabbly Connect not only simplifies the enrollment process but also enhances the overall experience for both course creators and learners. Start automating your workflows today with Pabbly Connect to manage your online courses efficiently.

Learn how to create a LeadSquared lead on Typeform submission using Pabbly Connect. This detailed tutorial covers every step of the integration process. 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. Accessing Pabbly Connect for Integration

To start integrating Typeform with LeadSquared using Pabbly Connect, visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to automate your tasks without any coding skills.

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. As an existing user, click ‘Sign In’ to access your dashboard. Pabbly Connect provides 100 free tasks every month for new users, allowing you to explore the software’s capabilities.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear where you need to name your workflow, such as ‘Create LeadSquared Lead on Typeform Submission’.

Select the appropriate folder for your workflow, such as ‘Automations for Lead Management’, and click ‘Create’. This action will open a new screen displaying two important sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

• Select Typeform as the Trigger Application.
• Choose ‘New Entry’ as the Trigger Event.
• Click on ‘Connect’ to establish the connection.

By completing these steps, you will have set up the initial part of your automation using Pabbly Connect.

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3. Connecting Typeform to Pabbly Connect

To build the connection between Typeform and Pabbly Connect, click on the ‘Add New Connection’ option. You will be prompted to log into your Typeform account if you haven’t already done so. Once logged in, click on ‘Connect with Typeform’.

Pabbly Connect will request permission to access your Typeform account. Click ‘Accept’ to authorize the connection. After successful authorization, select the specific form you want to connect. For example, choose the ‘Real Estate Lead Form’ and click ‘Save and Send Test Request’. This action initiates a test submission to capture the response.

• Copy the form link from Typeform and submit it with dummy details.
• Ensure that all fields are filled out correctly for the test submission.
• Check Pabbly Connect for the captured response.

Once the response is captured, you can see all the details entered in the form. This confirms that the connection between Typeform and Pabbly Connect is successful.

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4. Creating a Lead in LeadSquared

Next, you will set up the action step to create a lead in LeadSquared using Pabbly Connect. Select LeadSquared as the Action Application and choose ‘Create or Update Lead’ as the Action Event. Click ‘Connect’ to establish this connection.

To build the connection, you will need to enter the API Host, Access Key, and Secret Key from your LeadSquared account. Navigate to your LeadSquared account settings, find the API and Webhooks section, and copy the required credentials. Paste these into the respective fields in Pabbly Connect.

Access your LeadSquared account settings. Copy the API Host, Access Key, and Secret Key. Paste the credentials into Pabbly Connect.

After entering the credentials, map the fields such as Name, Email, and Phone Number from the Typeform response to LeadSquared fields. Click ‘Save and Send Test Request’ to complete the setup. This ensures that every new Typeform submission will create a lead in LeadSquared automatically.

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5. Testing the Automation

To ensure that your automation is functioning correctly, submit another entry through the Typeform. Use different dummy details to test the process. Once submitted, navigate to your LeadSquared account and check the leads section.

If the setup is correct, you will see the new lead appear in LeadSquared with all the details filled out as per your Typeform submission. This confirms that the automation created with Pabbly Connect is working seamlessly.

Each time a new form submission occurs, the lead will be added automatically to your LeadSquared account without any manual effort, showcasing the efficiency of using Pabbly Connect for integrations.

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Conclusion

In this tutorial, we explored how to create a LeadSquared lead on Typeform submission using Pabbly Connect. By following the steps outlined, you can automate your lead generation process effectively. This integration saves time and ensures that every lead is captured accurately.

Learn how to automate adding FlexiFunnels purchase details to Notion using Pabbly Connect with this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for FlexiFunnels and Notion Integration

In this tutorial, we will use Pabbly Connect to automate the process of adding purchase details from FlexiFunnels to Notion. The goal is to record customer details seamlessly whenever a new purchase is made. This integration will save time and ensure consistency in data management.

To start, you’ll need to access Pabbly Connect. Simply visit the Pabbly Connect website, where you can sign in or create a new account. Once logged in, you will be ready to set up your automation workflow.

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2. Creating the Workflow in Pabbly Connect

The next step involves creating a new workflow in Pabbly Connect. To do this, click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow; enter ‘Add FlexiFunnels Purchase Details to Notion’.

• Click on the folder icon to organize your workflow.
• Select the appropriate folder for this automation.
• Hit the ‘Create’ button to proceed.

Once your workflow is created, you will see two sections: Trigger and Action. The Trigger section indicates what event will start the process, while the Action section defines what happens after the trigger. In this case, our trigger will be a new purchase in FlexiFunnels, and the action will be to add the purchase details to Notion.

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3. Setting Up the Trigger for FlexiFunnels

In the Trigger section, select FlexiFunnels as the application. Then, choose the trigger event as ‘New Purchase’. This means that every time a purchase is made, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is crucial as it allows FlexiFunnels to communicate with Pabbly Connect. Copy this URL as you will need to paste it into your FlexiFunnels account.

• Go to your FlexiFunnels account and navigate to the product settings.
• Select the course for which you want to set the webhook.
• Paste the webhook URL in the designated area and save the settings.

With this setup, every new purchase in FlexiFunnels will send the purchase details to Pabbly Connect, allowing the automation process to begin.

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4. Setting Up Action to Add Details in Notion

Now that we have our trigger set up, the next step is to define the action. In the Action section of Pabbly Connect, select Notion as the application. Choose the action event as ‘Create Database Item’. This action will create a new entry in your Notion database whenever a new purchase is made.

Next, you will need to connect your Notion account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize access to your Notion account. You can either select an existing connection or create a new one.

Select the Notion database where you want to add the purchase details. Map the fields from the FlexiFunnels response to the corresponding fields in Notion. Click on ‘Save and Send Test Request’ to ensure the data is being sent correctly.

Once you have mapped all the necessary fields, Pabbly Connect will automatically create a new entry in your Notion database with the purchase details each time a new purchase is made in FlexiFunnels.

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5. Testing the Integration Between FlexiFunnels and Notion

After setting up both the trigger and action, it’s time to test the integration. Make a test purchase in FlexiFunnels to see if the details are correctly sent to Notion via Pabbly Connect. This step ensures that your automation is functioning as expected.

Once you complete the purchase, return to Pabbly Connect and check if the response has been captured. You should see all the details populated from the purchase, such as customer name, email, and transaction ID.

Verify that the data appears in Notion as a new database item. Check for any errors in Pabbly Connect and troubleshoot if necessary.

If everything is set up correctly, you should see the purchase details reflected in your Notion database, confirming that the integration is successful. This automation will now run in the background, saving you time and ensuring accurate record-keeping.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of FlexiFunnels purchase details to Notion. By following the steps outlined, you can streamline your data management process and enhance your workflow efficiency. Automating this task not only saves time but also ensures that you maintain accurate records of customer purchases.

With Pabbly Connect, integrating applications like FlexiFunnels and Notion becomes a straightforward task, allowing you to focus on your business rather than manual data entry.

Learn how to enroll a Graphy user on Contact Form 7 submission 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

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1. Accessing Pabbly Connect for Integration

To enroll a Graphy user on Contact Form 7 submission, you first need to access Pabbly Connect. Start by opening your web browser and searching for ‘Pabbly Connect’. This platform is essential for automating the enrollment process.

Once on the Pabbly Connect landing page, you can either sign up for a new account or log in if you already have one. Here’s how to proceed:

• Click on ‘Sign Up for Free’ if you are a new user.
• If you have an account, simply click on ‘Sign In’.

After logging in, you will be directed to the Pabbly Connect dashboard, where you can start creating your workflow for the integration.

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2. Creating a Workflow in Pabbly Connect

With Pabbly Connect open, the next step is to create a new workflow. This is where you will set up the automation to connect Contact Form 7 with Graphy.

Click on the ‘Create Workflow’ button and give it a name, such as ‘Enroll Graphy User on Contact Form 7 Submission’. Choose a folder for your workflow and click ‘Create’. This will take you to the workflow window where you can set up triggers and actions.

• Select ‘Contact Form 7’ as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.

Setting up this trigger will allow Pabbly Connect to listen for new submissions from your Contact Form 7.

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3. Connecting Contact Form 7 to Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, you need to copy the webhook URL provided in the workflow setup. This URL acts as a bridge between the two applications.

Head over to your WordPress dashboard where Contact Form 7 is installed. Open the form you want to connect and navigate to the ‘Webhook’ settings. Enable the option to send to the webhook and paste the URL you copied earlier.

Select ‘Send to Webhook’ option. Paste the webhook URL from Pabbly Connect. Click ‘Save’ to update the form.

Now, whenever a user submits the form, their details will be sent to Pabbly Connect, allowing you to automate the enrollment process.

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4. Setting Up Actions in Pabbly Connect

After establishing the connection, the next step is to set up the actions that will occur in Pabbly Connect. You will need to create a new learner in Graphy and then enroll that learner in your course.

In the actions tab of your workflow, select Graphy as the action application. First, choose ‘Create Learner’ as the action event. You will need to connect Graphy with Pabbly Connect using your API key and Merchant ID, which you can find in your Graphy account under the integrations section.

Enter the API key from Graphy. Input the Merchant ID from Graphy.

Once you’ve entered these details, click ‘Save’ to establish the connection. This allows Pabbly Connect to create learners in Graphy automatically based on form submissions.

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5. Enrolling Learners in Graphy Course

The final step in this process is to enroll the newly created learner into a specific course in Graphy using Pabbly Connect. After creating the learner, add another action step and select Graphy again.

This time, choose ‘Enroll Learner to Course’ as the action event. Map the learner’s email address and the course URL you want to enroll them in. Ensure that all necessary details are filled correctly before saving the action.

Map the email address of the learner from the previous step. Provide the course URL from Graphy.

After completing these steps, click on ‘Save’ and test your workflow by submitting a form on your website. This will confirm that the integration works seamlessly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to enroll a Graphy user on Contact Form 7 submission. By following the steps outlined, you can automate the enrollment process, ensuring a smoother experience for both you and your students. With Pabbly Connect, integrating applications like Contact Form 7 and Graphy becomes effortless, enhancing your workflow efficiency.

Learn how to automate the integration of FlexiFunnels purchase details into Google Sheets using Pabbly Connect for seamless data management. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up Automation

To start integrating FlexiFunnels with Google Sheets, the first step is accessing Pabbly Connect. Open your browser and search for Pabbly Connect. If you don’t have an account, click on the ‘Sign up for free’ button, which allows you to create an account easily and get 100 free tasks every month.

If you already have an account, simply click on ‘Sign In’. Once logged in, navigate to the dashboard where you will create a new workflow for adding purchase details from FlexiFunnels into Google Sheets.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. A pop-up window will appear, prompting you to name your workflow. Name it something descriptive, such as ‘Add FlexiFunnels Purchase Details in Google Sheets’. Next, select the appropriate folder for your workflow.

• Click on the folder tab to view available folders.
• Select the folder where you want to save your workflow.

After naming and selecting the folder, click on ‘Create’. This will take you to the main workflow window where you can set up the trigger and action for your automation.

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3. Setting Up the Trigger for FlexiFunnels Purchases

In the workflow window of Pabbly Connect, you will see two boxes labeled ‘Trigger’ and ‘Action’. Click on the trigger box to select your application. Search for ‘FlexiFunnels’ and select it. You will then need to choose the trigger event, which in this case is ‘New Purchase’.

Next, you will need to connect FlexiFunnels to Pabbly Connect using the provided webhook URL. Copy this URL, as you will need it to set up the trigger in FlexiFunnels. This URL acts as a bridge, allowing Pabbly Connect to receive purchase details from FlexiFunnels.

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4. Connecting FlexiFunnels with Pabbly Connect

Log into your FlexiFunnels account and navigate to the product for which you want to set up the webhook. Click on the ‘Set Rules’ option for your product and then select ‘Set Product Rules’. Here, you will define when the trigger occurs. using Pabbly Connect

• Select ‘Product is Purchased’ as the trigger condition.
• Choose ‘Webhook’ as the action to send data to Pabbly Connect.

Paste the copied webhook URL from Pabbly Connect into the designated field and save the settings. This will ensure that every new purchase made through FlexiFunnels will trigger an event in Pabbly Connect, sending the purchase details to be logged in Google Sheets.

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5. Adding Purchase Details to Google Sheets

After setting up the trigger, return to Pabbly Connect to create the action step. Click on the action box and search for ‘Google Sheets’. Select it and choose the action event ‘Add New Row’. You will need to connect your Google Sheets account with Pabbly Connect by clicking on ‘Sign in with Google’ and granting access.

Once connected, select the specific spreadsheet where you want to log the purchase details. Map the relevant fields from the FlexiFunnels response to the corresponding columns in your Google Sheets. This includes customer name, email, address, and other purchase details.

After mapping all necessary fields, save the workflow. Now, whenever a new purchase occurs in FlexiFunnels, Pabbly Connect will automatically add a new row with the purchase details into your Google Sheets, streamlining your data management process.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to automate the integration of FlexiFunnels purchase details into Google Sheets. This automation not only saves time but also ensures accurate data tracking and analysis for your online marketing efforts.

Learn how to automate sending WhatsApp messages to IndiaMART leads for the cement industry using Pabbly Connect with this detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Automation

To start sending WhatsApp messages to IndiaMART leads, the first step is accessing Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. Once on the homepage, you will have two options: ‘Sign In’ or ‘Sign Up for Free.’ If you’re a new user, click on ‘Sign Up for Free’ to create your account.

After signing up, you will receive 100 free tasks every month. For existing users, simply click on ‘Sign In’ to log into your account. Once logged in, navigate to the all apps section and select Pabbly Connect to begin creating your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. Enter a descriptive name such as ‘Send WhatsApp Message to IndiaMART Leads for Cement Industry’ and select a folder for organization.

After naming your workflow, you will see a blank canvas with two sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is what happens in response. Here, we will set IndiaMART as the trigger application and WhatsApp via AI Sensei as the action application.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Choose the trigger application (IndiaMART).

Now that you have set up the workflow, proceed to the next step to configure the trigger.

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3. Setting Up the Trigger with IndiaMART

In this section, we will configure the trigger for our workflow using Pabbly Connect. Select IndiaMART as your trigger application and choose the event ‘New Lead’. This event will initiate the workflow whenever a new lead is received from IndiaMART.

You will be provided with a webhook URL that you need to copy. This URL acts as a bridge for transferring lead data from IndiaMART to Pabbly Connect. Next, log in to your IndiaMART account, navigate to the Lead Manager, and select ‘Push API’ under the import/export leads option.

• Select ‘Push API’ from the Lead Manager.
• Paste the copied webhook URL in the required field.
• Save the settings to establish the connection.

Once the webhook is set up, return to Pabbly Connect and test the connection by submitting a new lead inquiry in IndiaMART.

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4. Sending WhatsApp Messages Using AI Sensei

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. Select AI Sensei as your action application and choose the event ‘Send Template Message’. This action will send a personalized WhatsApp message to the lead as soon as the trigger is activated.

You will need to connect your AI Sensei account by providing the API key. Navigate to your AI Sensei account, copy the API key, and paste it into Pabbly Connect. After establishing the connection, you can set up the template message that will be sent to the lead.

Select ‘Send Template Message’ as the action event. Provide the necessary details like campaign name and mobile number. Map the variables from the trigger response to personalize the message.

Once everything is set up, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully.

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5. Finalizing Your Automation

Once you have verified that the WhatsApp message is sent successfully, your automation is complete. This means every time a new lead is received through IndiaMART, Pabbly Connect will automatically trigger the sending of a personalized WhatsApp message to that lead.

You can further enhance this automation by adding additional actions, such as sending follow-up messages or attaching product catalogs. This flexibility allows you to maintain ongoing communication with your leads effectively.

By utilizing Pabbly Connect, you can streamline your communication process, ensuring that no lead goes unattended. This automation not only saves time but also helps in converting leads into customers efficiently.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to IndiaMART leads in the cement industry. By automating this process, you can ensure timely communication with potential customers, enhancing your business efficiency.

With the steps outlined above, you can easily set up this integration and enjoy the benefits of automated messaging. Start using Pabbly Connect today to transform your lead management process!

Learn how to automate adding IndiaMART leads to Salesforce for your trading business using Pabbly Connect with this detailed 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. Accessing Pabbly Connect for Automation

To integrate IndiaMART leads with Salesforce for your trading business, the first step is to access Pabbly Connect. This platform allows you to automate the entire process without any coding skills.

Begin by navigating to the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. You will find options to sign in or sign up for a free account. If you are a new user, click on ‘Sign Up for Free’ to create an account, which will give you 100 free tasks to explore the platform.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the dashboard. Here, you can manage your workflows. To create a new automation, click on the ‘Create Workflow’ button. This will prompt you to name your workflow.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Trading Business’
• Select a folder for saving your workflow.
• Click ‘Create’ to proceed to the next step.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is where the automation starts, and the Action is what happens as a result. In this case, the trigger will be a new lead from IndiaMART, and the action will be adding that lead to Salesforce.

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3. Setting Up the Trigger for IndiaMART Leads

Now, let’s set up the trigger in Pabbly Connect. Select IndiaMART as the trigger application and choose the trigger event as ‘New Lead’. This event will initiate the workflow whenever a new lead is received.

Upon selecting the trigger, you will receive a webhook URL. This URL acts as a bridge for transferring lead data from IndiaMART to Pabbly Connect. Copy this webhook URL and proceed to your IndiaMART account.

• Log into your IndiaMART account and go to Lead Manager.
• Select the option for Push API under Import/Export Leads.
• Paste the copied webhook URL and save the details.

After saving, the webhook will be activated, establishing a connection between IndiaMART and Pabbly Connect. You will see a status indicating that the webhook is waiting for a response, confirming that the integration is ready to test.

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4. Testing the Integration with a Dummy Lead

To ensure that the integration works correctly, you need to send a test lead through IndiaMART. Create a dummy profile and submit an inquiry as a new lead. This step is crucial as it allows Pabbly Connect to capture the lead information.

Once the inquiry is submitted, return to Pabbly Connect to check if the lead data has been received. You should see the lead details, including the name, email, and inquiry content. This confirms that the webhook is functioning correctly.

Open your dummy lead profile in incognito mode. Enter the inquiry details and submit. Check Pabbly Connect for the new lead data.

Once you confirm that the lead data appears in Pabbly Connect, you are ready to proceed to the next step of adding this lead to Salesforce.

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5. Adding the Lead to Salesforce

Now that the lead data is successfully captured in Pabbly Connect, the next step is to add this lead to Salesforce. In the action section of your workflow, select Salesforce as the action application and choose ‘Create Lead’ as the action event.

To establish a connection between Pabbly Connect and Salesforce, click on ‘Connect’. You can either create a new connection or use an existing one. Ensure you are logged into your Salesforce account for seamless integration.

Select the Salesforce object type: Lead. Map the lead details from the previous step to the corresponding fields in Salesforce. Click ‘Save and Send Test Request’ to create the lead.

After successfully creating the lead in Salesforce, you will receive a confirmation response. Navigate to your Salesforce account to verify that the lead is added with all relevant details, including the inquiry description. This confirms that your automation process is complete and functioning correctly.

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Conclusion

By following these steps, you can effectively automate the process of adding IndiaMART leads to Salesforce for your trading business using Pabbly Connect. This integration not only saves time but also ensures that all leads are systematically managed in your CRM. Automating this process enhances efficiency and allows you to focus on growing your business.

Learn how to create GoToWebinar registrants from Google Ads leads using Pabbly Connect with 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 create GoToWebinar registrants from Google Ads leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create workflows to automate tasks. Click on the ‘Create Workflow’ button to begin your integration process.

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2. Creating a Workflow in Pabbly Connect

After clicking ‘Create Workflow’, a dialog box will appear asking for a workflow name. Name your workflow something descriptive, like ‘Create GoToWebinar Registrant from Google Ads Leads’. Then, select a folder to save this workflow. using Pabbly Connect

• Select a folder for organization.
• Click the ‘Create’ button to finalize.

Now, you have a new workflow set up. This workflow will consist of two main components: the trigger and the action. The trigger is what starts the automation, while the action is what happens in response.

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3. Setting Up the Trigger with Google Ads

The next step is to set up the trigger. For this, select ‘Google Ads’ as your trigger application. Choose ‘New Lead Form Entry’ as your trigger event. This means that every time a new lead fills out your Google Ads form, it will trigger the workflow. using Pabbly Connect

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need to paste it into your Google Ads lead form settings to establish the connection.

• Open your Google Ads campaign.
• Navigate to the lead delivery options and select webhook integration.
• Paste the Pabbly Connect webhook URL and save changes.

Once this is done, you can send test data to ensure that the connection is working correctly. If the test is successful, Pabbly Connect will capture the lead details, confirming that Google Ads is properly connected.

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4. Setting Up the Action with GoToWebinar

Now that the trigger is set up, it’s time to define the action. Choose ‘GoToWebinar’ as your action application and select ‘Create Registrant’ as the action event. This allows you to add new leads as registrants in your GoToWebinar account. using Pabbly Connect

To connect GoToWebinar with Pabbly Connect, you will need to authorize the connection. Enter the required fields such as the webinar time in UTC format. Convert your Indian Standard Time (IST) to UTC using an online converter.

Input the start time and end time of the webinar in UTC. Authorize the connection by clicking the allow button.

After setting the times, you will need to map the lead data from the previous step into the appropriate fields for the registrant, such as first name, last name, and email. This mapping ensures that each new lead’s details are correctly entered into GoToWebinar.

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5. Finalizing the Integration and Testing

After mapping all required fields, click on the ‘Save and Send Test Request’ button. This action will send the information to GoToWebinar, creating a new registrant based on the test data you provided. If successful, you will see a confirmation response.

To verify the integration, log in to your GoToWebinar account and check the registrants list. Refresh the page to see if the new registrant has been added. If everything is set up correctly, the test data should appear as a new registrant in your webinar.

With this integration, every time a new lead is generated through Google Ads, their details will automatically be added to GoToWebinar, streamlining your registration process and saving you valuable time. This demonstrates how Pabbly Connect effectively automates workflows between applications.

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Conclusion

In this tutorial, we explored how to create GoToWebinar registrants from Google Ads leads using Pabbly Connect. By automating this process, you can efficiently manage registrations and focus on delivering impactful webinars. This integration saves time and enhances your marketing efforts.