Author: Nitin Maheshwari

Learn how to automate adding new users from Interakt to Zoho CRM every week using Pabbly Connect. Step-by-step tutorial included! 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 Integration

To automate the process of adding new users from Interakt to Zoho CRM every week, you first need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect’s website. Once you have access to the dashboard, click on ‘Create Workflow’ to begin your integration process.

Give your workflow a name, such as ‘Interakt to Zoho CRM’. This name will help you identify the workflow later. After naming your workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the schedule for your automation.

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2. Scheduling the Automation Every Week

In the trigger window, select ‘Schedule by Pabbly’ to configure your automation to trigger every week. This is essential for ensuring that the new users from Interakt are added to Zoho CRM regularly. Choose how often you want the workflow to run, and select ‘Days of the Week’ from the dropdown menu. using Pabbly Connect

• Select the day of the week you want the automation to run (e.g., Friday).
• Set the time for the automation to execute (e.g., 10 AM).

After setting your preferred day and time, click on ‘Save’. This ensures that your automation is scheduled to run every Friday at 10 AM, fetching the details of new users added in the past week.

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3. Fetching New User Details from Interakt

Next, you will need to fetch the details of new users added in the last week from your Interakt account. In the action window, search for ‘Interakt’ and select it. Choose the action event as ‘Fetch Created User’ and click on ‘Connect’ to link your Interakt account with Pabbly Connect.

To establish this connection, you will need to enter the secret key from your Interakt account. You can find this key in your Interakt profile under ‘Developer Settings’. Copy the secret key and paste it into Pabbly Connect, then click on ‘Save’ to connect your accounts.

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4. Processing User Data with Iterator

Once you have fetched the user details, you will receive the data in an array format. To process this data, add an action step and select ‘Iterator’ from the list. This step will allow you to handle each user’s details individually. using Pabbly Connect

• Select the array response from the previous step in the Iterator action.
• Click on ‘Save and Send Test Request’ to see the details of the first user.

After processing the array, you will receive the details of each user, including their name, email, and phone number. This allows you to prepare for adding them as leads in Zoho CRM.

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5. Adding Users as Leads in Zoho CRM

To finalize the integration, you will now add the processed user details as leads in Zoho CRM. In the action step, search for ‘Zoho CRM’ and select it. Choose the action event ‘Insert/Update Record’ and connect your Zoho CRM account to Pabbly Connect.

After connecting, you will need to specify the module name (select ‘Leads’) and map the user details such as first name, last name, email, and phone number from the Iterator response. Once you have mapped all required fields, click on ‘Save and Send Test Request’ to add the user as a lead in Zoho CRM.

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Conclusion

In this tutorial, we demonstrated how to automate the process of adding new users from Interakt to Zoho CRM every week using Pabbly Connect. By following these steps, you can ensure that your CRM is always up-to-date with the latest user information, streamlining your workflow and enhancing your productivity.

Learn how to automate document creation and email sending for MakeForms responses using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 for Integration

To start integrating MakeForms with Gmail, you first need to access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage, where you can either sign in if you’re an existing user or sign up if you’re new. Signing up takes less than two minutes and provides you with 100 free tasks to explore the platform.

Once you are logged in, navigate to the dashboard. Here, you will find the option to create a workflow, which is essential for automating the document creation and email sending processes. Click on the ‘Create Workflow’ button to begin setting up your integration.

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2. Setting Up the Trigger with MakeForms

In this step, you will set MakeForms as the trigger application in Pabbly Connect. Select MakeForms from the list of applications and choose the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new response is received from your MakeForms application.

• Select MakeForms as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you’ll need to go to your MakeForms account. In the settings, navigate to the Integrations section, and add a new webhook. Paste the copied URL, select POST as the method, and choose the specific form you want to integrate.

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3. Creating a Document from Template Using Google Docs

With the trigger set, the next step involves creating a document using Google Docs through Pabbly Connect. After receiving a response from MakeForms, you will need to set Google Docs as your action application. Choose the action event as ‘Create Document from Template’.

To connect your Google Docs account, select ‘Add New Connection’ and sign in with your Google credentials. Once connected, you will need to specify the template document you want to use for creating new documents. Map the fields from the MakeForms response to the template fields to ensure the correct data is populated.

• Select the Google Docs action application.
• Choose ‘Create Document from Template’ as the action event.
• Map the MakeForms response fields to the template document.

This mapping process is crucial as it allows the workflow to automatically pull in new data each time a submission is made, ensuring that your documents are always up to date.

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4. Sharing the Document via Google Drive

Once the document is created, the next action is to share it publicly using Google Drive through Pabbly Connect. Set Google Drive as your action application and choose the action event as ‘Share a File with Anyone’. This step will make the document accessible to the applicant.

Connect your Google Drive account by selecting ‘Add New Connection’ and signing in. After successfully connecting, you will need to provide the Document ID from the previous step. This ID is essential to specify which document you want to share.

Select Google Drive as the action application. Choose ‘Share a File with Anyone’ as the action event. Map the Document ID to share the correct file.

After saving your settings and testing the request, the document will be shared publicly, allowing the applicant to access it easily.

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5. Sending Email Notifications via Gmail

The final step in this integration process is to send an email notification to the applicant using Gmail through Pabbly Connect. Set Gmail as your action application and select ‘Send Email’ as the action event. This will allow you to notify the applicant about their application details.

Connect your Gmail account by selecting ‘Add New Connection’ and signing in. Once connected, you will need to fill in the recipient’s email address, subject, and body of the email. Use the mapped fields from the MakeForms response to personalize the email.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Fill in the recipient’s email and personalize the message.

After completing these steps, click on ‘Save and Send Test Request’ to verify that the email is sent successfully. This step confirms that your integration is working seamlessly, automating the entire process from form submission to email notification.

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Conclusion

This tutorial has guided you through the process of integrating MakeForms with Gmail using Pabbly Connect. By following these steps, you can automate document creation and email notifications effectively. Utilize Pabbly Connect to streamline your workflows and enhance productivity.

Learn how to automate adding SamCart refund data to Google Sheets using Pabbly Connect in 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. Setting Up Pabbly Connect for SamCart and Google Sheets Integration

To automate the process of adding SamCart refund data to Google Sheets, you will first need to set up Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by creating a free account on Pabbly Connect if you haven’t already.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Name your workflow something like ‘Add SamCart Refund Data to Google Sheets Automatically’ and click on ‘Create’. This setup will allow you to link SamCart and Google Sheets through Pabbly Connect, enabling automatic data transfers.

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2. Connecting SamCart to Pabbly Connect

The next step involves connecting your SamCart account with Pabbly Connect. In the workflow, you will see two boxes representing the trigger and action. Select SamCart as the trigger application and choose ‘New Refund’ as the trigger event. This means that every time a refund is processed in SamCart, it will trigger an action in Google Sheets through Pabbly Connect.

• Log in to your SamCart account.
• Navigate to Settings and then to Integrations.
• Click on ‘New Integration’ and select ‘Notify URL’.

Copy the webhook URL provided by Pabbly Connect and paste it into the Notify URL field in SamCart. This integration allows Pabbly Connect to capture refund details whenever a refund is initiated in SamCart.

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3. Testing the Integration with a Refund

After setting up the integration, it’s crucial to test if it works correctly. Initiate a refund in SamCart for a specific order. Once the refund is processed, Pabbly Connect will capture the refund data. This includes details like the order ID, refunded amount, product name, and customer information.

Return to the Pabbly Connect dashboard to check the webhook response. If the integration is successful, you will see all the refund details captured accurately. This indicates that the connection between SamCart and Pabbly Connect is functioning as intended.

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4. Adding Data to Google Sheets via Pabbly Connect

Now that you have successfully connected SamCart to Pabbly Connect, the next step is to set up Google Sheets as the action application. Select Google Sheets and choose the action event ‘Add New Row’. This action will automatically add refund details into your specified Google Sheets document.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Sign in with Google’. After granting access, select the specific spreadsheet where you want the refund data to be recorded. Ensure the columns in your Google Sheets correspond to the refund data fields captured from SamCart.

• Select the spreadsheet and sheet where data will be added.
• Map the refund data fields from SamCart to the corresponding columns in Google Sheets.
• Click ‘Save’ to finalize the setup.

After mapping the fields, click on the button to test the integration. If successful, the refund data will be recorded in Google Sheets automatically, confirming that Pabbly Connect is effectively handling the data transfer.

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5. Conclusion: Automate Your SamCart Refund Data Management

Integrating SamCart with Google Sheets using Pabbly Connect allows you to automate the tracking of refund data effortlessly. Once set up, every refund processed in SamCart will automatically populate in your Google Sheets, saving time and reducing manual errors.

With Pabbly Connect, you can streamline your workflow and ensure that your team always has access to up-to-date refund information. This automation not only enhances efficiency but also improves your overall operational effectiveness.

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By following these detailed steps, you can harness the power of Pabbly Connect to manage your SamCart refunds and keep your records organized in Google Sheets.

Learn how to automate sending Telegram messages from Google Sheets before due dates using Pabbly Connect. Follow this step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Telegram messages from Google Sheets before the due date, you will first need to access Pabbly Connect. Visit the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser’s address bar. Here, you can either sign in or create a new account if you are a first-time user.

Upon signing up, you will receive 100 free tasks to test your automations. After logging in, click on the ‘Create Workflow’ button on the dashboard to begin setting up your integration. This will lead you to a dialog box where you can name your workflow, such as ‘Send Telegram Messages From Google Sheets Before Due Date’.

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2. Setting Up Google Sheets with Pabbly Connect

In this step, you will configure Google Sheets as the trigger app using Pabbly Connect. Choose Google Sheets as your trigger application and select the event ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added or updated in your specified Google Sheet.

• Select Google Sheets as the trigger app.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for integration.

Next, open your Google Sheets and ensure you have the necessary columns, such as subscription name and expiration date. Go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on. After installation, refresh your sheet and navigate back to ‘Extensions’ > ‘Pabbly Connect Webhooks’ to set up the webhook URL and trigger column.

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3. Configuring the Webhook URL in Google Sheets

Once you have installed the Pabbly Connect Webhooks add-on, you will set up the webhook URL in your Google Sheets. In the initial setup, paste the copied webhook URL and specify the trigger column, which is typically the column containing the expiration date (e.g., column B).

After submitting the configuration, send a test request to ensure the connection is successful. This will allow Pabbly Connect to receive data from Google Sheets whenever a new subscription is added or updated. Ensure you enable the ‘Send on Event’ option to automate data transfer.

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4. Setting Up Telegram Integration with Pabbly Connect

Now, it’s time to configure Telegram as your action application using Pabbly Connect. Choose Telegram and select the action event ‘Send Text Message’. You will need to connect your Telegram bot by providing the bot token, which you can obtain by creating a new bot via the BotFather on Telegram.

• Open Telegram and search for BotFather to create a new bot.
• Copy the token provided after creating your bot.
• Add the bot to a group and promote it to admin for message sending permissions.

After connecting the bot, you will need to specify the chat ID and the message content. Use the mapped fields to include subscription details and expiration dates in your message. Finally, test the setup to confirm that messages are being sent correctly to your Telegram group.

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5. Finalizing the Integration in Pabbly Connect

In the last step, you will finalize your integration workflow in Pabbly Connect. After setting up the Telegram action, ensure that your message format is correct and includes all necessary information. You can choose between HTML or Markdown for formatting your messages.

Once everything is configured, send a test message to verify that notifications are received on Telegram before the due date. If successful, your integration is complete, and you will receive notifications automatically when subscriptions are nearing expiration.

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Conclusion

Using Pabbly Connect, you can efficiently automate sending Telegram messages from Google Sheets before due dates. This integration helps keep your team informed about upcoming expirations, ensuring timely actions are taken.

Learn how to seamlessly add contacts to GetResponse from Systeme.io form submissions using Pabbly Connect with this step-by-step guide. 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 start integrating GetResponse with Systeme.io, first access Pabbly Connect. This automation tool allows for seamless connections between applications without any coding skills.

Log in to your existing Pabbly account or create a new one if you are a first-time user. Once logged in, navigate to the dashboard where you can create a new workflow for your integration.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Add Contact in GetResponse on Systeme.io Form Submission’. using Pabbly Connect

Next, you will select a trigger application. For this integration, choose Systeme.io and set the trigger event to ‘Contact Just Subscribed to a Form’. This action will initiate the workflow every time a new lead is captured through your Systeme.io form.

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3. Setting Up the Webhook in Systeme.io

Once you have configured the trigger in Pabbly Connect, you will receive a webhook URL. This URL is crucial as it allows Systeme.io to send data to Pabbly Connect when a form is submitted.

Log in to your Systeme.io account, navigate to the funnels section, and select the funnel where your form is located. Under the automation rules, add a new rule that triggers when a contact subscribes to the form. Choose the option to send a webhook and paste the URL you copied from Pabbly Connect. Save the rule to finalize the setup.

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4. Testing the Integration with a Form Submission

With the webhook configured, it’s time to test the integration. Fill out the form on your Systeme.io page with test data. For example, input a name and email address, then submit the form. using Pabbly Connect

• Enter a sample name (e.g., ‘Test User’).
• Provide a sample email address (e.g., ‘[email protected]’).
• Submit the form to trigger the webhook.

Return to Pabbly Connect to check if the webhook received the data correctly. You should see the details of the form submission displayed in the webhook response.

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5. Adding the Contact to GetResponse

After verifying that Pabbly Connect received the form submission data, proceed to set up the action event. Select GetResponse as the action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

Connect your GetResponse account by providing the required API key. Once connected, map the fields from the webhook response to the corresponding fields in GetResponse, such as the name and email address. This ensures that the data is correctly added to your GetResponse account as a new contact.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of contacts in GetResponse from Systeme.io form submissions. By following the steps outlined, you can efficiently manage your leads without manual effort, ensuring a streamlined workflow.

Learn how to send HubSpot leads to other applications using API by Pabbly Connect in this detailed tutorial. Follow the exact steps for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for HubSpot Integration

To send HubSpot leads to other applications using API by Pabbly Connect, you first need to access your Pabbly account. Navigate to the Pabbly Connect dashboard by clicking on the ‘Access Now’ button. This will take you to the main interface where you can create workflows for integrations.

Once you’re on the dashboard, locate the ‘Create Workflow’ button on the right side. Click on it and give your workflow a suitable name, such as ‘Send HubSpot Leads to Other Applications using API by Pabbly’. After naming your workflow, click on the ‘Create’ button to proceed.

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2. Setting Up HubSpot as the Trigger Application

In this step, you will set HubSpot as the trigger application in your Pabbly Connect workflow. In the trigger window, search for ‘HubSpot’ and select it. Then, choose the trigger event as ‘New Contact Added’. This means that every time a new lead is added in HubSpot, it will trigger the workflow.

• Search for HubSpot in the trigger window.
• Select ‘New Contact Added’ as the trigger event.
• Click on ‘Connect’ to establish the connection with HubSpot.

After connecting, click on ‘Save and Send Test Request’ to check if the connection is successful. You can then verify this by submitting a lead through your HubSpot form and returning to Pabbly Connect to see the response received.

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3. Integrating API by Pabbly for Action Application

Now that you have set up HubSpot as the trigger, the next step involves using API by Pabbly Connect as the action application. Select API from the application list and then choose the action event as ‘POST’. This action will allow you to send the lead information to another application, like MailerLite.

To proceed, you will need to specify the endpoint URL for MailerLite. This URL can be found on the MailerLite developers’ website. Copy this URL and paste it into the endpoint URL field in Pabbly Connect. Make sure to set the payload type to ‘JSON’ and indicate whether to wrap the request in an array.

• Select ‘POST’ as the action event.
• Paste the MailerLite endpoint URL into the designated field.
• Set the payload type to JSON.

This setup will allow you to send the lead data directly to MailerLite using Pabbly Connect. Ensure you complete the authentication process by selecting the bearer token method and entering your API token from MailerLite.

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4. Configuring Parameters for MailerLite Subscriber Creation

Once the API action is set up, you will need to configure the parameters required to create a subscriber in MailerLite. In Pabbly Connect, you will set parameters such as email and status for the new subscriber. This ensures that the lead data from HubSpot is accurately sent to MailerLite.

To do this, you will map the email field from the HubSpot trigger response to the email parameter in the API request. Additionally, set the status parameter to ‘active’ to ensure that the subscriber is added correctly.

Map the email from HubSpot to the email parameter. Set the status to ‘active’ for the subscriber.

After configuring these parameters, click on ‘Save and Send Test Request’ to verify that the subscriber is created successfully in MailerLite. You can check your MailerLite account to confirm that the new subscriber appears with the correct details.

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5. Finalizing the Integration and Testing

Now that you have successfully set up the integration using Pabbly Connect, it’s time to finalize everything and conduct a test run. Ensure that all parameters are set correctly and that the connection to both HubSpot and MailerLite is active. This step is crucial for verifying that leads are sent seamlessly.

To test the integration, add a new lead in HubSpot and monitor Pabbly Connect for the response. If everything is configured correctly, you should see the lead data being sent to MailerLite as a new subscriber. This confirms that your integration is functioning as intended.

By using Pabbly Connect, you can easily automate the process of sending HubSpot leads to various applications, enhancing your workflow efficiency and saving time.

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Conclusion

In this tutorial, we explored how to send HubSpot leads to other applications using API by Pabbly Connect. By following the exact steps, you can automate your lead management process efficiently. Utilize Pabbly Connect to simplify your integrations and enhance productivity.

Learn how to automate adding IndiaMART leads to Google Sheets using Pabbly Connect for Polymer Industries with this 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 Integration

To begin adding IndiaMART leads to Google Sheets, access Pabbly Connect. This platform facilitates the automation process seamlessly. First, visit 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 free tasks each month.

Once logged in, you will see a dashboard displaying various applications available for integration. Click on the ‘Access Now’ button under Pabbly Connect to start setting up your automation workflow. This is where you will create a connection between IndiaMART and Google Sheets.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Add IndiaMART Leads to Google Sheets for Polymer Industries’.

Next, select a folder where you would like to save this workflow. Choose a relevant folder, such as ‘IndiaMART Automations’. After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize the workflow setup. This step is crucial for organizing your automations effectively.

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3. Setting Up the Trigger in Pabbly Connect

Now that your workflow is created, you need to set up the trigger. The trigger application in this case is IndiaMART. Select IndiaMART as the trigger application and choose the event as ‘New Leads’. This means the workflow will activate whenever a new lead is generated in your IndiaMART account.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect IndiaMART with Pabbly Connect. Log into your IndiaMART account, navigate to the Lead Manager, and select the option for ‘Push API’ integration. Here, you will paste the copied webhook URL.

• Select ‘Other’ as the source for the API integration.
• Enter ‘Pabbly Connect’ as the source name.
• Paste the webhook URL in the URL field.

After saving the details, confirm that the webhook URL is added successfully. This completes the trigger setup in Pabbly Connect.

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4. Generating a Test Lead for Verification

To ensure that the setup is working correctly, you need to generate a test lead in your IndiaMART account. Using the dummy product you created, click on the ‘Contact Supplier’ button and fill in the required details. For the inquiry message, write something like, ‘Hello, I am interested in purchasing polymer sheets in bulk for my manufacturing unit.’

Submit the inquiry and check back in Pabbly Connect. Your workflow should show a waiting status for the webhook response. If the test lead is captured successfully, it will display the details such as lead name, email, phone number, and inquiry message. This confirms that the connection between IndiaMART and Pabbly Connect is established.

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5. Adding Leads to Google Sheets Using Pabbly Connect

After verifying that the trigger works, it’s time to set up the action step in Pabbly Connect. Select Google Sheets as the action application and choose the action event as ‘Add New Row’. This allows you to automatically create a record of the new lead in your Google Sheets.

Connect your Google Sheets account by clicking on the ‘Connect’ button. Authorize the connection by signing in with your Google account and allowing Pabbly Connect access. After authorization, select the spreadsheet where you want to save the lead details. For this tutorial, choose the spreadsheet named ‘IndiaMART Lead Details’ and select the sheet named ‘Sheet1’.

• Map the fields from the previous step to the corresponding columns in Google Sheets.
• Ensure that the headers in your Google Sheets match the data being sent from IndiaMART.
• Click on ‘Save and Send Test Request’ to finalize the setup.

Upon completion, check your Google Sheets to confirm that the lead details have been added correctly. This automation ensures that every new lead from IndiaMART is recorded in your Google Sheets effortlessly.

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Conclusion

In this tutorial, we explored how to automate the process of adding IndiaMART leads to Google Sheets using Pabbly Connect. By following these steps, you can streamline your workflow and save valuable time. With Pabbly Connect, managing your leads becomes efficient and hassle-free, allowing you to focus on growing your polymer manufacturing business.

Learn how to automate Jira issue creation from Gmail using Pabbly Connect. This step-by-step guide covers the entire integration process. 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. Overview of Pabbly Connect for Gmail and Jira Integration

Pabbly Connect is a powerful automation tool that simplifies the integration between Gmail and Jira. With Pabbly Connect, you can automate the process of creating Jira issues directly from your Gmail inbox. This eliminates the need for manual entry and streamlines your workflow. using Pabbly Connect

To get started, sign up for a free Pabbly Connect account. Once you’ve logged in, you will have access to automation tasks that allow you to connect various applications seamlessly. This tutorial will guide you through the process of setting up your Gmail and Jira integration using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, first navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow according to your preference, such as ‘Gmail to Jira Integration’. After naming your workflow, click on the ‘Create’ button to proceed. using Pabbly Connect

In this workflow, you will set a trigger and an action. The trigger will be an incoming email in Gmail, and the action will be to create an issue in Jira. By selecting the appropriate options in Pabbly Connect, you can automate the entire process efficiently.

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3. Setting Up Email Parser in Pabbly Connect

The first step in your workflow is to set up the Email Parser in Pabbly Connect. Click on the trigger section and select the ‘Email Parser’ feature. You will be provided with a unique email address that you need to add as a forwarding address in your Gmail settings. using Pabbly Connect

• Copy the provided Email Parser address.
• Open your Gmail and navigate to Settings.
• Under the ‘Forwarding and POP/IMAP’ tab, add the Email Parser address.

Once you have added the forwarding address, Gmail will send a confirmation code to that address. Verify the forwarding address by entering the code in Pabbly Connect. After verification, make sure to save your changes in Gmail settings.

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4. Creating Issues in Jira from Gmail

After setting up the Email Parser, you can now create issues in Jira based on the incoming emails. To do this, you will need to set up an action step in Pabbly Connect. Select Jira as the application and choose the action event as ‘Create Issue’. using Pabbly Connect

Connect your Jira account by providing the necessary access. Then, you will need to specify the project name, issue type, summary, and description. These details will be mapped from the parsed email data, allowing Pabbly Connect to create a new issue automatically whenever an email arrives.

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5. Testing the Integration

Once you have configured all the necessary steps, it is essential to test the integration. Send a test email to your Gmail account that contains the required details for creating a Jira issue. Pabbly Connect will capture this email and create the issue in Jira based on the provided information. using Pabbly Connect

After sending the test email, check your Jira to confirm that the issue has been created successfully. This step ensures that your automation is working correctly and that Pabbly Connect is effectively bridging the gap between Gmail and Jira.

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Conclusion

In this tutorial, we explored how to automate the creation of Jira issues from Gmail using Pabbly Connect. By following the steps outlined, you can streamline your workflow and enhance productivity. Automation not only saves time but also reduces the chances of errors during manual data entry. Start using Pabbly Connect today to maximize your efficiency in managing tasks between Gmail and Jira.

Learn how to automatically create MailerLite subscribers from Webflow form submissions using Pabbly Connect. Follow our step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a MailerLite subscriber from Webflow form submissions, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website in your browser.

Once there, you can either sign in if you already have an account or click on ‘Sign Up for Free’ to create a new account. This process is quick, and new users receive 100 free tasks to explore the platform.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, click on the blue ‘Create Workflow’ button located at the top right corner.

• Name your workflow as ‘Create MailerLite Subscribers from Webflow Form Submission’.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two sections: Trigger and Action. For this integration, Webflow will be your trigger application, and MailerLite will be your action application.

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3. Setting Up Webflow as the Trigger

In the trigger section, select Webflow as your trigger application and choose the ‘New Form Submission’ event. Pabbly Connect will provide you with a webhook URL.

Next, go to your Webflow account and locate the form you want to connect. Click on the settings icon (three dots) next to the form, select ‘Settings’, then go to ‘Integrations’.

• Click on ‘Add New Webhook’.
• Paste the webhook URL from Pabbly Connect.
• Set the trigger type to ‘Form Submission’ and click ‘Add Webhook’.

Once this is set, return to Pabbly Connect and test the connection by submitting a form in Webflow.

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4. Setting Up MailerLite as the Action

Now that your trigger is set, move to the action section and select MailerLite as your action application. Choose the ‘Add or Update Subscriber’ event. using Pabbly Connect

Connect your MailerLite account by clicking on ‘Connect’, then ‘Add New Connection’. You will need your MailerLite API key, which can be found in your MailerLite account under ‘Integrations’ in your profile settings.

Copy the API key from MailerLite. Paste it into Pabbly Connect and click ‘Save’.

Next, select the group where you want to add the new subscriber and map the fields such as email and name from the previous Webflow submission step.

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5. Testing the Integration and Finalizing

After mapping the fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to see if the subscriber is added to MailerLite.

Once confirmed, you will receive a confirmation email at the email address provided in the form submission. You must confirm this email to finalize the subscription.

Check your MailerLite subscribers list to verify the new subscriber has been added. Ensure the subscriber is in the correct group as specified.

This successful integration allows you to automate the process of adding subscribers from Webflow to MailerLite using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create MailerLite subscribers from Webflow form submissions using Pabbly Connect. This integration streamlines your process, allowing for automatic subscriber management and enhanced workflow efficiency.

Learn how to create a MailerLite subscriber from Webflow submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect via your browser. Simply type in ‘Pabbly.com/connect’ in the address bar. If you are a new user, click on ‘Sign up for free’ to create an account, which grants you 100 free tasks to explore the platform.

For existing users, click on ‘Sign in’. Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect to access your dashboard. Here, you can create and manage your workflows effectively.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. Enter a suitable name, such as ‘Create MailerLite Subscribers from Webflow Form Submission’, and click on ‘Create’.

After creating your workflow, you will see two sections: Trigger and Action. The Trigger will be set to Webflow, while the Action will be MailerLite. This setup ensures that whenever a new form is submitted in Webflow, a new subscriber is created in MailerLite.

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3. Setting Up the Trigger with Webflow

To set up the trigger, select Webflow as your application and choose the ‘New Form Submission’ event. Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting your Webflow account with Pabbly Connect.

Now, head over to your Webflow account. Select the form you want to use, click on the three dots, and go to ‘Settings’. Under the ‘Integrations’ tab, scroll down to find the ‘Webhooks’ section. Click on ‘Add New Webhook’, set the trigger type to ‘Form Submission’, and paste the webhook URL from Pabbly Connect. Finally, click on ‘Add Webhook’ to save your settings.

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4. Testing the Trigger and Setting Up the Action in MailerLite

Once the webhook is set up, go back to Pabbly Connect where it will indicate that it is waiting for a response. To test this, submit a form on your Webflow site with dummy data. After submission, return to Pabbly Connect to verify that it has received the form data successfully.

Next, set up the Action by selecting MailerLite Classic and choosing the ‘Add or Update Subscriber in Group’ event. Connect your MailerLite account by providing the API key, which you can find in your MailerLite account under the ‘Integrations’ section. After connecting, select the group where you want to add the new subscriber.

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5. Finalizing the Workflow and Subscriber Confirmation

After mapping the necessary fields (like email, first name, and last name) from the Webflow submission to MailerLite, click on ‘Save’. Pabbly Connect will now create a new subscriber using the data from the Webflow form. Remember, MailerLite sends a confirmation email to the new subscriber, so check the email inbox to confirm the subscription.

Finally, you can verify in your MailerLite account that the new subscriber has been successfully added to the specified group. This entire process showcases how Pabbly Connect seamlessly integrates Webflow with MailerLite to automate subscriber management.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a MailerLite subscriber from Webflow form submissions. By following these steps, you can automate your subscriber management efficiently. Embrace the power of automation with Pabbly Connect for your integration needs.