Author: Nitin Maheshwari

Learn how to integrate HubSpot with WhatsApp to receive notifications when deals are updated using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Start Integration

To send WhatsApp messages when a HubSpot deal is updated, you first need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser. If you are an existing user, click on the ‘Sign In’ button. New users can easily sign up in just a couple of minutes.

Once signed in, you will reach the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start a new integration. You will be prompted to name your workflow. For this tutorial, name it ‘WhatsApp Notification for HubSpot Deal Update’ and click on ‘Create’ to proceed.

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2. Setting Up HubSpot as the Trigger Application

In the workflow setup, you need to define the trigger application. Select HubSpot as your trigger application in Pabbly Connect. The trigger event will be set to ‘Deal Updated’. This means that every time a deal is updated in HubSpot, the workflow will be activated.

• Select ‘HubSpot’ as the trigger application.
• Choose ‘Deal Updated’ as the trigger event.
• Click on ‘Connect’ to link your HubSpot account.

After connecting, Pabbly Connect will check for new updates every 10 minutes. This polling frequency ensures timely notifications for deal updates. Once connected, select the relevant output properties, such as the deal name, to be included in the notifications.

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3. Formatting Date Information for WhatsApp Messages

After setting up HubSpot, the next step in Pabbly Connect is to format the date information. This is essential for creating a clear and concise WhatsApp message. Use the ‘DateTime Formatter’ feature in Pabbly Connect to format the date of the deal update.

Map the date information from the previous step into the DateTime Formatter. Set the desired date format (e.g., ‘MM/DD/YYYY’) to ensure that it appears correctly in the WhatsApp message. Click on ‘Save and Send Test Request’ to verify that the date is formatted correctly.

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4. Sending WhatsApp Messages via Pabbly Connect

Now that the date is formatted, it’s time to send the WhatsApp message. Select the action application as ‘Interact’ in Pabbly Connect. The action event will be set to ‘Send WhatsApp Template Message’. This allows you to send a predefined message template to the specified phone number.

• Connect your Interact account to Pabbly Connect.
• Enter the phone number of the recipient (admin) in the appropriate field.
• Map the template code and body variables from previous steps.

Once all information is filled out, click on ‘Save and Send Test Request’. You should receive a WhatsApp message confirming that the deal has been updated.

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5. Testing the Integration for Success

To ensure that the integration works correctly, make changes to a deal in HubSpot. Update the deal type and priority, then save the changes. Within the polling interval of 10 minutes, check your WhatsApp for the notification message sent via Pabbly Connect.

If everything is set up correctly, you will receive a WhatsApp message detailing the updated deal information. This confirms that your integration between HubSpot and WhatsApp via Pabbly Connect is successful. You can now automate this process to keep your team informed of important updates.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate HubSpot with WhatsApp for sending notifications when deals are updated. This integration streamlines communication and ensures timely updates for your team. Start using Pabbly Connect today to enhance your workflow automation.

Learn how to send Facebook conversions purchase events for new Microsoft Excel rows using Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Setting Up Pabbly Connect for Integration

To start sending Facebook conversions purchase events for new Microsoft Excel rows, first, access Pabbly Connect. Create a free account by clicking on the sign-up link provided in the description.

Once you log in, click on ‘Create Workflow’. Name your workflow, for example, ‘Microsoft Excel to Facebook Conversion API’. This will initiate the setup process for your integration.

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2. Connecting Microsoft Excel to Pabbly Connect

In the trigger window, select Microsoft Excel from the app list. Choose the trigger event as ‘New Row in Worksheet’. This step is crucial as it allows Pabbly Connect to monitor your Excel sheet for new purchase events.

• Select ‘Connect’ and then ‘Add New Connection’.
• Click on ‘Connect with Microsoft Excel’ and authorize your account.
• Select the workbook that contains your purchase data.
• Choose the worksheet that has the relevant data.

After selecting your worksheet, click on ‘Save and Send Test Request’. This will retrieve the latest row of data from your Excel sheet into Pabbly Connect.

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3. Sending Data to Facebook Conversion API

Next, in the action window, search for ‘Facebook Conversion API’ and select it. Choose the action event as ‘Send Purchase Event’. This enables Pabbly Connect to send the gathered data to Facebook.

Click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Facebook Pixel ID, which you can find in your Facebook Events Manager. This ID links your Facebook account to the conversion data being sent.

• Enter the Pixel ID in the required field.
• Select your desired action source from the dropdown.
• Input a unique event ID to prevent duplication of events.

After mapping these fields, click ‘Save and Send Test Request’ to send a test purchase event to Facebook.

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4. Formatting Date and Time for Facebook Events

It is essential to format the date and time correctly for Facebook. Use Pabbly Connect’s Date Time Formatter feature to convert the date from your Excel sheet into a timestamp format.

To do this, add a new action step by selecting ‘Date Time Formatter’. Choose the action event as ‘Format Date with Time Zone’ and connect it. Map the date from your Excel data into this step, ensuring it reflects the correct format.

Select the original date format from the dropdown. Choose ‘Timestamp’ as the target format. Set your time zone accordingly.

After formatting, map the timestamp response back to the Facebook action event for the event time field.

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5. Finalizing the Integration and Testing

After mapping all necessary fields, including customer details and purchase values, click on ‘Save and Send Test Request’. This will finalize the integration process.

Check your Facebook Events Manager to confirm that the test purchase event has been recorded correctly. You should see the same data that was sent from Pabbly Connect.

Don’t forget to remove any test event codes once you finalize the setup. This ensures that all future conversions are recorded as actual events rather than test data.

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Conclusion

In this tutorial, we demonstrated how to send Facebook conversions purchase events for new Microsoft Excel rows using Pabbly Connect. By following these steps, you can automate your data flow and enhance your Facebook ad optimization.

Learn how to instantly add Microsoft Outlook Calendar events for new Salesforce tasks using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start integrating Microsoft Outlook Calendar with Salesforce, you need to access Pabbly Connect. Begin by signing into your Pabbly account and navigating to the Pabbly Connect dashboard.

Once on the dashboard, look for the blue button labeled ‘Create Workflow’ on the right side. Click on it to begin creating your automation workflow.

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2. Create a Workflow in Pabbly Connect

After clicking the ‘Create Workflow’ button, you will be prompted to name your workflow. For this integration, name it something like ‘Instantly Add Microsoft Outlook Calendar Events for New Salesforce Task’ and click on the ‘Create’ button.

Now you will see a blank workflow screen with two main sections: Trigger and Action. In this case, the trigger application will be Salesforce, where the event will take place, and the action application will be Microsoft Outlook Calendar.

• Click on ‘Connect’ to link Salesforce with Pabbly Connect.
• Authorize Pabbly Connect to access your Salesforce account.
• Select the event type as ‘New Task’ from Salesforce.

Once you have set up the trigger, you can proceed to create a new task in Salesforce to test the integration.

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3. Create a New Task in Salesforce

With Pabbly Connect set up to listen for new tasks, go to your Salesforce account and select the ‘Contacts’ tab. Choose a contact, for example, ‘Sam George,’ and create a new task with a subject like ‘Prepare Presentation’ and assign a due date.

After creating the task, return to Pabbly Connect and click on ‘Save and Send Test Request.’ This will fetch the newly created task details, including the status and activity date.

• Ensure the task is created successfully before proceeding.
• Verify that the task details are correctly fetched in Pabbly Connect.
• Make a note of the activity date for use in the next steps.

Now that the task has been created and verified, you can set up the action to create an event in Microsoft Outlook Calendar.

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4. Set Up Action to Create Event in Microsoft Outlook Calendar

In the action section of your workflow, select Microsoft Office 365 as the application for creating an event. Type ‘Create Event’ in the search bar and click on connect.

Authorize Pabbly Connect to access your Microsoft Office account. Once connected, you will be prompted to fill in various fields for the event creation.

Map the start and end dates using the formatted date from Salesforce. Use the task subject as the event title. Set reminders and additional options as needed.

After filling in all required fields, click on ‘Save and Send Test Request’ to create the event in your Outlook Calendar.

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5. Test and Finalize the Integration

After executing the final test request, check your Microsoft Outlook Calendar to confirm that the event has been created successfully. Look for the event titled ‘Prepare Presentation’ with the correct date and time.

If everything looks correct, your integration is complete! You have successfully set up Pabbly Connect to automatically create Outlook Calendar events based on new tasks in Salesforce.

Review all steps to ensure accuracy. Consider adding additional applications to your workflow for further automation. Utilize Pabbly Connect for other integrations as needed.

With this integration, you can streamline your task management and ensure that all important events are automatically added to your calendar.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Microsoft Outlook Calendar with Salesforce, allowing for automatic event creation upon new task creation. This automation simplifies task management and enhances productivity.

Learn how to set up auto replies in Outlook in real-time using Pabbly Connect. This detailed tutorial guides you through the integration process step-by-step. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Outlook Automation

In this section, we will introduce how to set up auto replies in Outlook using Pabbly Connect. This automation allows you to respond to emails instantly whenever they arrive in your Outlook inbox. By leveraging Pabbly Connect, you can streamline your email communication and enhance your productivity.

To begin, ensure you have a Pabbly Connect account. Once logged in, you will be able to create workflows that automate responses based on specific triggers. This tutorial will guide you step-by-step through the process of setting up an auto-reply feature using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

First, log into your Pabbly Connect account and navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’ to initiate the setup process. You will be prompted to name your workflow; for this tutorial, we will name it ‘Setup Auto Reply in Outlook in Real-Time’. using Pabbly Connect

After naming your workflow, a blank workflow screen will appear with two sections: Trigger and Action. In this workflow, the trigger will be set to Microsoft Office 365, specifically for receiving a new email. Here are the steps to set this up:

• Select Microsoft Office 365 as the trigger app.
• Choose ‘New Mail’ as the trigger event.
• Connect your Microsoft Office 365 account to Pabbly Connect.

Once connected, save your settings and send a test request to ensure the integration is working correctly.

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3. Setting Up Email Trigger in Pabbly Connect

Now that your trigger is set, it’s time to test the connection. Go to your Outlook account and send a test email to the address linked with your Microsoft Office 365 account. Refresh your Pabbly Connect dashboard and click on ‘Save and Send Test Request’. This action will retrieve the latest email received in your Outlook inbox. using Pabbly Connect

After successfully receiving the email, you will need to add a filter to ensure that only emails with specific criteria trigger the auto-reply. For instance, you can set a filter to only respond to emails with the subject containing the word ‘review’. To set this up, follow these steps:

• Select the filter option and choose the subject line from the dropdown.
• Set the condition to check if the subject contains the word ‘review’.
• Save the filter settings.

By implementing this filter, you ensure that only relevant emails receive an automatic response, enhancing the effectiveness of your auto-reply system.

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4. Configuring the Auto Reply Action in Pabbly Connect

With the trigger and filter set, the next step is to configure the action that will send the auto-reply. For this, you will again select Microsoft Office 365 as your action application. This time, choose ‘Send Mail’ as the action event. You will be prompted to connect to your existing Microsoft Office 365 account. using Pabbly Connect

Next, fill in the required fields for sending the email reply. You will need to enter the subject, body, and recipient address. Here’s how to do it:

Set the subject of the reply email to ‘Feedback to Review’. Compose the body of the email thanking the sender for their review. Map the recipient’s email address from the trigger data.

Once you have filled in all the details, click on ‘Save and Send Test Request’ to complete the setup. This action will send the auto-reply based on the email received, confirming that your workflow is functioning correctly.

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5. Testing and Finalizing Your Auto Reply Setup

After configuring your auto-reply action, it’s crucial to test the entire workflow to ensure it operates as intended. Send another test email to your Outlook account with the subject containing the word ‘review’. This will trigger the automation you have set up in Pabbly Connect.

Upon receiving the email, check your Outlook inbox to confirm that the auto-reply has been sent successfully. If everything is set up correctly, you should see the feedback email you composed earlier in response to your test email. This confirms that your auto-reply setup is fully functional and ready for use.

Utilizing Pabbly Connect for this automation not only saves time but also enhances the efficiency of your email communication. With this setup, you can ensure timely responses to customer inquiries, improving overall satisfaction.

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Conclusion

In conclusion, setting up an auto-reply in Outlook using Pabbly Connect is a straightforward process that significantly enhances your email management. By following the steps outlined in this tutorial, you can automate responses to incoming emails, ensuring timely communication and improved productivity. Start using Pabbly Connect today to streamline your email workflows and enhance your professional interactions.

Learn how to automate daily reminders in Google Chat using Pabbly Connect with this step-by-step tutorial. Perfect for team communication and efficiency. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Chat Automation

To automate daily reminders in Google Chat, start by accessing Pabbly Connect. If you are not already a user, you can create a free account quickly using the ‘Sign Up Free’ button. This account allows you to test automation with free tasks.

Once logged into Pabbly Connect, navigate to the dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Automate Daily Reminders on Google Chat.’ Click on ‘Create’ to proceed.

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2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your automation using Pabbly Connect. The trigger defines what event will start the automation. For this task, you will select the ‘Schedule’ feature from the trigger options.

• Choose the frequency of the trigger (e.g., daily).
• Select the specific time for the reminders (e.g., 5:25 PM).

After configuring these settings, click on ‘Save’. Your automation is now scheduled to run every day at the specified time, ensuring your team receives timely reminders via Google Chat.

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3. Configuring Google Chat Action in Pabbly Connect

Next, you will configure the action that will send the reminders to Google Chat using Pabbly Connect. In the action step, search for and select the Google Chat application. Choose the action event ‘Send Message’ to send reminders to your team.

To connect your Google Chat account, click on ‘Connect’ and then select ‘Add New Connection’. If you are logged into your Google account, it should automatically connect. You will need to provide the Chat Webhook URL, which will be generated in Google Chat.

• Visit Google Chat and select the group where you want to send messages.
• Click on the arrow, go to ‘Apps and Integrations’, and manage webhooks.
• Create a new webhook and copy the URL provided.

Paste this URL into the corresponding field in Pabbly Connect and compose your message. For example, you might write, ‘Hello team, a very good morning! Please share your client meeting schedules for today.’ After composing your message, click on ‘Save and Send Test Request’ to ensure it works correctly.

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4. Testing Your Google Chat Automation with Pabbly Connect

After configuring your message in Pabbly Connect, it’s crucial to test the automation to confirm it functions as expected. Click on the ‘Save and Send Test Request’ button, and you should see the message appear in your Google Chat group.

This step verifies that your automation is set correctly and that reminders will be sent daily without manual intervention. If the message is received successfully, your workflow is active and ready for use.

Once set up, you can relax as Pabbly Connect will handle sending reminders automatically at the scheduled time every day. This automation saves time and enhances team communication effectively.

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5. Finalizing Your Google Chat Automation with Pabbly Connect

In this final section, ensure that everything is set up correctly in Pabbly Connect. After testing, you can make any necessary adjustments to the message or schedule. Remember, this automation will run daily, so it’s important to keep the content relevant.

Additionally, you can explore further integrations within Pabbly Connect to enhance your workflow. Integrating other applications can help streamline your processes and improve overall productivity.

By utilizing Pabbly Connect, you can automate various tasks, not just reminders, allowing your team to focus on more critical activities while maintaining effective communication.

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Conclusion

In conclusion, using Pabbly Connect to automate daily reminders in Google Chat significantly enhances team communication. By following the steps outlined in this tutorial, you can efficiently set up and manage your reminders without manual effort.

Learn how to automate Google Slides presentations from Notion database items using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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. Setting Up Pabbly Connect for Notion and Google Slides Integration

To automate the creation of Google Slides presentations from Notion database items, you first need to set up Pabbly Connect. This integration platform allows you to connect various applications seamlessly. Start by logging into your Pabbly Connect account or create a new account if you don’t have one.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Generate Google Slides from Notion Automatically’ and click on ‘Create’. This will set the stage for the integration process.

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2. Integrating Notion with Pabbly Connect

The next step is to integrate Notion with Pabbly Connect. In the trigger section, search for Notion and select it. Choose the trigger event as ‘New Database Item’ which will initiate the workflow whenever a new item is added to your Notion database.

• Click on the ‘Connect’ button and select ‘Add New Connection’.
• Authorize Pabbly Connect to access your Notion account.
• Select the specific database you want to connect.

After the connection is established, you will need to test it to ensure that Pabbly Connect can capture the database item details correctly. Click on ‘Save and Send Test Request’ to confirm the connection works.

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3. Creating Google Slides Presentations

Now that Notion is connected to Pabbly Connect, it’s time to create Google Slides presentations using the data captured. In the action section, search for Google Slides and select it. Choose the action event as ‘Create Presentation from Template’ to utilize an existing template for generating slides.

Connect your Google account to Pabbly Connect and select the template you wish to use. You can customize the presentation title and content by mapping data from the Notion database items that were captured earlier. For example, use the participant’s name and registration number as the title of the presentation.

• Map the participant name, competition name, and date of participation into the slide template.
• Ensure all variables are correctly placed in the template to automate the slide creation.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create a sample presentation. This will confirm that your integration is functioning correctly.

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4. Sending Certificates via Gmail

Once the Google Slides presentation is created, the next step is to send it via Gmail. Add another action step in your Pabbly Connect workflow and select Gmail. Choose ‘Send Email’ as the action event to deliver the presentation to the participant.

Connect your Gmail account to Pabbly Connect and fill in the required fields such as recipient email address, subject line, and email content. You can map the participant’s email address from the Notion data captured earlier to ensure the certificate reaches the right person.

Use a subject line like ‘Your Certificate is Ready, [Participant Name]!’ Include a message with a link to download the certificate from Google Slides.

After filling in all necessary fields, click on ‘Save and Send Test Request’ to send a test email. This will ensure that the entire workflow from Notion to Google Slides to Gmail is functioning properly.

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5. Conclusion

By following these steps, you can automate the process of creating Google Slides presentations from Notion database items using Pabbly Connect. This integration not only saves time but also enhances productivity by automatically generating and sending certificates to participants. Set up your workflow today and enjoy seamless automation!

Learn how to automate the process of creating contacts in Keap when a payment is made in Instamojo using Pabbly Connect. Follow our step-by-step guide.

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1. Setting Up Pabbly Connect for Integration

To automate the process of creating contacts in Keap when a payment is made in Instamojo, you need to set up Pabbly Connect. This integration allows seamless communication between these two platforms, ensuring that customer data is captured automatically.

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Sync All Instamojo Customers with Keap CRM Automatically’. This will help you identify the workflow later on.

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2. Connecting Instamojo to Pabbly Connect

In this step, you will connect Instamojo as the trigger application in Pabbly Connect. Select Instamojo from the applications list and choose the trigger event as ‘New Sale’. This means that the automation will be triggered whenever a new payment is received.

• Select ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Instamojo dashboard and paste this URL in the webhook settings.

Once you have set this up, make a test payment in Instamojo to ensure that Pabbly Connect receives the payment details. This test will confirm that the connection is working correctly.

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3. Fetching Customer Details from Instamojo

After you receive a successful payment notification in Pabbly Connect, the next step is to fetch the customer details. You will need to connect Instamojo again, this time selecting the action event ‘Get Payment Details’. This allows you to retrieve the full details of the customer who made the payment.

To do this, you will need to provide the API key and auth token from your Instamojo account. Here’s how to do it:

• Go to your Instamojo account and navigate to API settings.
• Copy the API key and auth token.
• Paste these details into the respective fields in Pabbly Connect.

Once you have mapped the payment ID from the previous step, click on ‘Save and Send Test Request’. This will retrieve the customer details, which will be used to create a contact in Keap.

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4. Creating Contact in Keap

With the customer details fetched, the next step is to create a contact in Keap using Pabbly Connect. Select Keap as your action application and choose the action event ‘Create or Update Contact’. This will ensure that every time a payment is made, the customer’s details are added to your Keap CRM.

Map the customer information retrieved from Instamojo into the respective fields in Keap. For example, map the email address, name, and phone number to the appropriate fields. This mapping is crucial as it ensures that the correct data is sent to Keap.

Once you have completed the mapping, click on ‘Save and Send Test Request’. Check your Keap account to ensure that the new contact has been created successfully. This confirms that the integration via Pabbly Connect is functioning as expected.

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5. Finalizing Your Automation with Pabbly Connect

Now that you have successfully set up the integration between Instamojo and Keap through Pabbly Connect, every time a payment is made, the customer’s contact will be created automatically. This automation saves time and ensures that you never miss capturing customer data.

To finalize, return to your Pabbly Connect dashboard and review your workflow. Ensure that all connections are active and that the workflow is turned on. You can also clone this workflow for other payment links or use cases.

This automation will allow you to focus on other important aspects of your business while Pabbly Connect handles the task of syncing customer data seamlessly.

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Conclusion

In this tutorial, we explored how to create a contact in Keap automatically when a payment is made in Instamojo using Pabbly Connect. By following these steps, you can streamline your customer management process and enhance your workflow efficiency.

Learn how to seamlessly integrate Keap contacts into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for automation. 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 the process of adding Keap contacts to Google Sheets automatically, you need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. If you don’t have an account, you can create one for free in just two minutes.

Once logged in, navigate to your dashboard and click on the blue ‘Create Workflow’ button. Here, you will name your workflow, such as ‘Add Keap CRM Customers to Google Sheets.’ After naming, click on ‘Create’ to proceed with the integration setup.

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2. Selecting Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your automation. The trigger will be a new contact created in Keap CRM, and the action will be adding that contact to Google Sheets. Select the ‘Keap’ application as your trigger and choose the event ‘New Contact’.

• Select ‘Keap’ as the trigger application.
• Choose the trigger event ‘New Contact’.
• Connect your Keap account by clicking on ‘Connect’ and allowing access.

After connecting, click on ‘Save and Send Test Request’ to test the trigger. This will help ensure that your Keap account is properly linked with Pabbly Connect.

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3. Creating a Test Contact in Keap CRM

To capture the response from the trigger, you need to create a test contact in your Keap CRM. Go to your Keap dashboard and add a new contact with relevant details like first name, last name, email, and phone number.

Once the contact is created, return to Pabbly Connect and check if the test request successfully captured the contact’s details. You should see the contact’s information displayed, which confirms that the integration is functioning correctly.

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4. Setting Up Google Sheets in Pabbly Connect

Now that you have successfully set the trigger, the next step is to set up the action in Google Sheets. Select ‘Google Sheets’ as your action application and choose the action event ‘Add New Row’. using Pabbly Connect

• Connect your Google Sheets account by clicking on ‘Sign in with Google’.
• Choose the spreadsheet where you want to add the contact details.
• Map the fields from the Keap contact to the respective columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’ to verify the data is added to your Google Sheets. This step ensures that every new contact added in Keap is automatically reflected in your Google Sheets.

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5. Finalizing Your Automation with Pabbly Connect

After testing the integration, you need to finalize your automation. Ensure that all mappings are correct and that the data flows smoothly from Keap to Google Sheets. Once satisfied, click on ‘Save’ to activate your workflow. using Pabbly Connect

This automation means that every time a new contact is added to your Keap CRM, it will be automatically synced to your Google Sheets without any manual effort. You can now share this spreadsheet with your team for better collaboration.

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Conclusion

In this tutorial, we demonstrated how to integrate Keap contacts into Google Sheets using Pabbly Connect. This automation streamlines your workflow, ensuring that all customer data is updated in real-time. By following these steps, you can enhance productivity and collaboration within your team.

Learn how to add Facebook leads to Keap as contacts using Pabbly Connect in this step-by-step tutorial. Automate your lead management efficiently! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Facebook Leads

To start integrating Facebook leads with Keap, you first need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. Begin by signing up for a free account on Pabbly Connect’s website.

Once you’re logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Facebook Lead Ads to Infusionsoft’, and then click ‘Create’. This sets the foundation for your integration process.

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2. Triggering Facebook Leads in Pabbly Connect

After creating the workflow, the next step is to set up the trigger for Facebook leads. In the trigger window, select ‘Facebook Lead Ads’ as your app. Then, choose ‘New Lead Instant’ as the trigger event.

• Select ‘Connect’ and then ‘Add New Connection’.
• Click on ‘Connect with Facebook Lead Ads’ to authorize the connection.
• Choose your Facebook page from the dropdown list.
• Select the lead generation form you want to capture leads from.

Once you’ve selected your form, click on ‘Save and Send Test Request’. This action allows Pabbly Connect to wait for a response from your Facebook lead ads, ensuring the connection is established properly.

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3. Mapping Facebook Leads to Pabbly Connect

With the trigger set, the next step is to generate a test lead using the Facebook Lead Ads Testing Tool. This tool allows you to simulate lead submissions. Enter the details for a test lead, such as name, email, and phone number, and submit it.

After submitting the test lead, return to Pabbly Connect. You should see the lead details populated in the trigger window, confirming that the integration is functioning correctly. This step is crucial as it verifies that your workflow is ready to capture real leads.

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4. Adding Leads to Keap via Pabbly Connect

Now that your Facebook leads are being captured, it’s time to add them to Keap. In the action window, search for and select ‘Infusionsoft’. Choose the action event ‘Create or Update Contact’. Click ‘Connect’ and establish a new connection with your Infusionsoft account. using Pabbly Connect

• Map the email address from the Facebook lead to the corresponding field in Infusionsoft.
• Select options for checking duplicates, preferably using the email address.
• Fill in any additional fields like first name and last name by mapping them from the Facebook lead response.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This step will add the test lead to your Infusionsoft account, confirming that the integration is successful.

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5. Testing the Integration Workflow

To ensure everything is working correctly, conduct a final test by generating a new lead through the Facebook Lead Ads Testing Tool. Enter different test lead details and submit the form.

After submission, check your Infusionsoft account for the new contact. If the details appear correctly, it indicates that Pabbly Connect is successfully automating the process of adding Facebook leads to Keap. This automation saves time and ensures no leads are missed.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook leads with Keap. By following the steps outlined, you can automate lead management efficiently. This integration streamlines your workflow and enhances your marketing efforts.

Learn how to automate client creation in Privyr when capturing payments with Razorpay using Pabbly Connect. Follow this detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Razorpay Integration

To start automating client creation in Privyr upon capturing payments with Razorpay, you need to access Pabbly Connect. First, sign up for a free account on the Pabbly Connect platform. This will only take a couple of minutes.

Once you are logged in, navigate to the dashboard and click on ‘Create Workflow’. Give your workflow a name, such as ‘Razorpay to Privyr Integration’, and click on ‘Create’. This sets the stage for the automation process to begin.

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2. Setting Up the Trigger in Pabbly Connect

In the workflow, the first step involves setting up the trigger. To do this, select Razorpay as the application in the trigger window. Choose the trigger event as ‘Payment Captured’. This event will activate the workflow whenever a new payment is received. using Pabbly Connect

• Select Razorpay from the app list.
• Choose the trigger event ‘Payment Captured’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Razorpay account. Under the ‘Developers’ section, click on ‘Webhooks’ and then ‘Add New Webhook’. Paste the copied URL into the designated field and select the event ‘payment.captured’. Finally, click on ‘Create Webhook’ to complete this step.

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3. Testing the Trigger Setup in Pabbly Connect

Once the webhook is created, Pabbly Connect will wait for the response from Razorpay. To test the setup, you need to make a test payment using your Razorpay payment page. Enter the required customer details such as name, email, phone number, and address. using Pabbly Connect

After submitting the payment, you should see the payment details reflected in Pabbly Connect. This includes the customer’s name, email, and the amount paid. If the details appear correctly, it confirms that the trigger setup is functioning as intended.

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4. Adding a Filter Condition in Pabbly Connect

To ensure that only relevant clients are added to Privyr, it’s essential to add a filter condition. This will allow the workflow to check if the payment corresponds to a specific product. In the action window, select ‘Filter’ from the app list. using Pabbly Connect

• Select the product name from the Razorpay response.
• Set the filter type to ‘Equals’.
• Enter the specific product name you want to filter.

Click on ‘Save and Send Test Request’ to verify that the filter condition works correctly. If the condition is met, the workflow will proceed to add the client to Privyr.

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5. Creating a Client in Privyr Using Pabbly Connect

The final step is to create a client in Privyr based on the payment details captured from Razorpay. In the action window, select Privyr as the application and choose the action event ‘Create Client’. Connect your Privyr account by entering the authentication token from your Privyr integration settings. using Pabbly Connect

Map the customer details received from Razorpay into the respective fields in Privyr, such as name, email, phone number, and any custom fields you wish to add. After mapping, click on ‘Save and Send Test Request’ to create the client.

Once the test request is successful, you can check your Privyr account to confirm that the new client has been added with all the correct details. This completes the integration process, allowing you to automate client creation seamlessly.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of clients in Privyr using Pabbly Connect when payments are captured through Razorpay. This integration streamlines your workflow, ensuring that every payment leads to a new client entry in your CRM.