Integrating Razorpay with WebinarKit Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Razorpay with WebinarKit using Pabbly Connect for seamless user registration after successful payments. Follow our detailed 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


1. Accessing Pabbly Connect for Razorpay and WebinarKit Integration

To start the integration process, you need to access Pabbly Connect. Begin by visiting the URL Pabbly.com/connect. This will direct you to the landing page of the software.

If you are an existing user, simply click on the ‘Sign In’ button. For new users, click on ‘Sign Up for Free’ to create an account, which only takes a couple of minutes. Upon signing up, you will receive 100 free tasks.


2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on the blue ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Razorpay to WebinarKit Integration’ and click on ‘Create’. using Pabbly Connect

  • Select Razorpay as the trigger application.
  • Choose ‘Payment Captured’ as the trigger event.
  • Copy the generated webhook URL for later use.

This sets up the initial trigger that will start the integration process when a payment is successfully captured through Razorpay.


3. Configuring Webhook in Razorpay

Next, log in to your Razorpay account and navigate to the settings. Under the settings menu, find and click on ‘Webhooks’. Here, you will add a new webhook.

  • Click on ‘Add New Webhook’.
  • Paste the webhook URL you copied from Pabbly Connect.
  • Select ‘Payment Captured’ as the active event.
  • Click ‘Create Webhook’ to save the settings.

After saving, return to Pabbly Connect to test the webhook by making a test payment through Razorpay.


4. Testing the Integration with a Payment

To test the integration, go back to your Razorpay account and navigate to the payment pages. Select a product and complete a payment. Ensure you enter the user details accurately, including name, email, and mobile number.

Once the payment is successful, return to Pabbly Connect to check if the webhook response has captured the payment details. You should see the user’s name, email, and mobile number listed in the response.


5. Registering the User in WebinarKit

After confirming the payment details in Pabbly Connect, the next step is to register the user in WebinarKit. For this, select WebinarKit as the action application and choose ‘New Webinar Registration’ as the action event.

Connect your WebinarKit account using the API key from your WebinarKit settings. Map the webinar ID and user details (name, email, mobile number) correctly. Click ‘Save and Send Test Request’ to complete the registration.

Finally, verify in your WebinarKit account that the user has been registered successfully. This confirms that the entire integration process using Pabbly Connect has been completed successfully.


Conclusion

Integrating Razorpay with WebinarKit using Pabbly Connect allows for seamless user registration after successful payments. Follow the steps outlined in this tutorial to set up your integration effectively. With this setup, every payment made through Razorpay for your webinars will automatically register the user in WebinarKit, streamlining your workflow.

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

Capture Stripe Fraud Payments Details and Update Team Members on Slack Using Pabbly Connect

Learn how to capture Stripe fraud payments and update team members on Slack using Pabbly Connect in this detailed tutorial. Step-by-step guidance included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin capturing Stripe fraud payments details and updating team members on Slack, you first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect into your browser. Once you hit enter, you will be directed to the landing page of the software.

On the right side, 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, which takes less than two minutes. Existing users can simply sign in and proceed to the dashboard where you can create a new workflow.


2. Creating a New Workflow in Pabbly Connect

After signing in, you will be on the all apps page. Click on the ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. Name it ‘Stripe Fraud Payments to Slack’ and click on ‘Create’. This sets up your workflow to capture Stripe fraud payments details and send notifications to Slack.

  • Click on the ‘Create Workflow’ button.
  • Name your workflow as ‘Stripe Fraud Payments to Slack’.
  • Click on ‘Create’ to proceed.

Next, you will see the trigger and action events. Select Stripe as the trigger application. The event should be set to ‘New Charge’ to ensure that the workflow runs every time a new payment is made. This is how Pabbly Connect facilitates the integration with Stripe.


3. Setting Up Stripe with Pabbly Connect

Once you have selected Stripe as your trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Stripe account with Pabbly Connect. To set this up, go to your Stripe dashboard and navigate to the ‘Webhooks Settings’ section.

In Stripe, turn on the test mode, then click on ‘Add Endpoint’. Paste the webhook URL from Pabbly Connect here. Select the latest API version and the event ‘Charge Succeeded’ to ensure that the workflow triggers correctly. Finally, click on ‘Add Endpoint’ to save the settings.


4. Capturing Fraud Payments and Sending Notifications

To capture fraud payments, you need to configure a filter in Pabbly Connect. After receiving the payment data from Stripe, set up a filter to check the risk level of the payment. If the risk level is categorized as ‘Elevated’ or ‘Highest’, the workflow will proceed to send a notification to Slack.

  • Select the filter option in Pabbly Connect.
  • Map the risk level data from Stripe.
  • Set conditions for ‘Elevated’ or ‘Highest’ risk levels.

Once the filter is configured, you can add an action step to send a message to Slack. Choose Slack as the action application and select the ‘Send Channel Message’ event. This integration allows you to notify your team in real-time about potential fraud payments using Pabbly Connect.


5. Finalizing the Integration with Slack

After setting up the Slack action, you need to connect your Slack account with Pabbly Connect. Click on ‘Add New Connection’ and authorize the connection. Make sure to select the user token type for sending messages. Once connected, specify the channel where you want to send notifications.

Compose the message that will be sent, including details about the fraud payment. Use the mapped data from the previous steps, such as the payment name and email address. Finally, test the integration by sending a sample message to your Slack channel. This confirms that your workflow is functioning correctly and that Pabbly Connect is effectively linking Stripe and Slack.


Conclusion

In this tutorial, we explored how to capture Stripe fraud payments details and update team members on Slack using Pabbly Connect. By following the exact steps outlined, you can ensure timely notifications for high-risk payments, enhancing your team’s responsiveness to potential fraud.

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

How to Sell Courses Online with Instamojo and Send Files on WhatsApp Using Pabbly Connect

Learn how to sell courses online with Instamojo and send files via WhatsApp using Pabbly Connect. Follow our detailed tutorial 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


1. Accessing Pabbly Connect for Integration

To sell courses online with Instamojo and send files on WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect and sign in to your existing account or create a new one. Signing up is quick and grants you 100 free tasks upon account creation.

Once logged in, navigate to the dashboard and click on the blue ‘Create Workflow’ button. Here, you will name your workflow, for instance, ‘Instamojo to WhatsApp,’ to reflect the integration you are setting up. This is the first step in automating your course sales and file delivery process.


2. Setting Up the Integration with Instamojo

In this section, you will set up the integration between Instamojo and Pabbly Connect. Select Instamojo as your trigger application and choose the trigger event as ‘New Sale.’ This means that every time a new sale occurs, Pabbly Connect will initiate the next action.

  • Log in to your Instamojo account.
  • Navigate to ‘Smart Pages’ and select the page you want to edit.
  • Click on the three dots and choose ‘Edit Page’ to customize your payment page.

After customizing, go to the ‘Page Settings’ and find the option to add a webhook. Paste the webhook URL provided by Pabbly Connect here. This URL is critical as it establishes the connection between Instamojo and Pabbly Connect, allowing for automated data transfer.


3. Testing the Connection with a Test Payment

Now that you have configured the webhook, it’s time to test the connection between Instamojo and Pabbly Connect. Go back to your Instamojo page and click on ‘View Page’ to access the payment page. Simulate a sale by entering dummy details and completing the payment process.

Upon successful payment, return to Pabbly Connect to check for a webhook response. You should see the payment status as ‘Success,’ along with buyer details such as name, email, and mobile number. This confirms that the integration is functioning properly.


4. Sending WhatsApp Messages After Payment

The final step involves using Pabbly Connect to send a WhatsApp message to the buyer after a successful payment. Select WhatsApp Cloud API as your action application and choose the action event as ‘Send Template Message.’ This step allows you to send a predefined message to the buyer.

  • Connect to the WhatsApp Cloud API by entering your access token, phone number ID, and WhatsApp Business Account ID.
  • Choose the message template you want to use for your WhatsApp message.
  • Map the recipient’s mobile number and attach any necessary files.

Once everything is set up, send a test message to ensure that the integration works smoothly. You should receive a WhatsApp message containing the course information and attached PDF file, confirming that the workflow is complete.


5. Conclusion

In conclusion, using Pabbly Connect to integrate Instamojo and WhatsApp allows you to automate the process of selling courses online effectively. By following the steps outlined in this tutorial, you can ensure that every sale results in immediate communication with your customers, enhancing their experience.

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

This seamless integration not only saves time but also improves customer satisfaction, making it an essential tool for anyone looking to sell courses online. Start using Pabbly Connect today to streamline your online course sales and file delivery process.

How to Create WordPress Post from Google Sheets Using Pabbly Connect

Learn how to automate WordPress post creation from Google Sheets using Pabbly Connect in this detailed tutorial. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To create a WordPress post from Google Sheets, the first step is to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you haven’t already done so. If you have an account, simply log in to your dashboard.

Once logged in, navigate to the ‘All Apps’ page and click on the ‘Access Now’ button under Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can begin setting up your workflow.


2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’. You will need to name your workflow; for instance, you might name it ‘Google Sheets to WordPress’. After naming, click on ‘Create’ to open the workflow interface.

In the workflow interface, you will see two sections: Trigger and Action. The trigger will be the addition of a new row in Google Sheets, and the action will be to create a new post in WordPress. This setup allows Pabbly Connect to automate the entire process.


3. Setting Up the Google Sheets Trigger

In the Trigger section, search for ‘Google Sheets’ and select it as your app. Choose the trigger event as ‘New or Updated Spreadsheet Row’. Upon selection, Pabbly Connect will provide you with a webhook URL which you will need to connect Google Sheets to Pabbly Connect.

Copy this webhook URL and head over to your Google Sheets. Go to the ‘Extensions’ menu, then ‘Add-ons’, and select ‘Get add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to activate the add-on. Then, go back to ‘Extensions’, find ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’.

  • Select the appropriate sheet from your Google Sheets.
  • Paste the copied webhook URL into the designated field.
  • Set the trigger column as the last data entry column of your spreadsheet.

After completing these steps, click on ‘Send Test’ to ensure the connection is successful. Once the test data is sent to Pabbly Connect, click on ‘Submit’ to finalize the setup.


4. Setting Up the WordPress Action

Now, scroll down to the Action section in Pabbly Connect. Search for ‘WordPress’ and select it as your action app. For the action event, choose ‘Create Post’. Click on ‘Connect’ and then select ‘Add New Connection’. Here, you will need to enter your WordPress credentials and the base URL of your site.

Before proceeding, ensure that the WordPress REST API Authentication plugin is installed on your WordPress site. This is crucial for the integration to work correctly. After entering your credentials, click on ‘Save’ to establish the connection. Now, you can map the fields from Google Sheets to the WordPress post fields.

  • Map the Post Title from Google Sheets to the corresponding field in WordPress.
  • Map the Post Content similarly.
  • Select the desired post status such as ‘Publish’ or ‘Draft’.

After mapping all necessary fields, click on ‘Save’ and then ‘Send Test Request’ to verify that the post is created successfully on your WordPress site.


5. Testing the Integration

With the integration setup complete, it’s time to test the automation. Go back to your Google Sheets and add a new row with a title and content for your next post. As soon as you enter this data, Pabbly Connect will automatically create a new post on your WordPress site with the details you provided.

To confirm that the automation works, navigate to your WordPress dashboard, go to the ‘Posts’ section, and check for the new post. You should see it listed there with the title and content you just added in Google Sheets. This real-time automation showcases the power of Pabbly Connect in streamlining your workflow.


Conclusion

In this tutorial, we explored how to automate the process of creating WordPress posts from Google Sheets using Pabbly Connect. By following the steps outlined, you can efficiently manage your blog content and ensure that every new entry in your Google Sheets is reflected on your WordPress site instantly. Embrace the power of automation with Pabbly Connect to enhance your productivity.

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

How to Create New Leads in Kartra from Google Sheets Using Pabbly Connect

Learn how to automate lead creation in Kartra from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial 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


1. Accessing Pabbly Connect for Automation

To create new leads in Kartra from Google Sheets, you first need to access Pabbly Connect. Start by opening your browser and navigating to Pabbly.com/connect. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once you have signed in, you will reach the Pabbly Connect dashboard. Click on ‘Create Workflow’ and give your workflow a name, for example, ‘Google Sheets to Kartra’. After naming your workflow, click ‘Create’ to open the workflow interface.


2. Setting Up the Trigger in Pabbly Connect

In the workflow interface, you will see two windows: the trigger and action windows. The trigger is essential as it initiates the automation. In the trigger window, search for ‘Google Sheets’ and select it. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This setup allows Pabbly Connect to monitor your Google Sheets for new leads. using Pabbly Connect

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

After copying the webhook URL, navigate to your Google Sheet. Click on ‘Extensions’, then ‘Add-ons’ and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to ensure the add-on is active.


3. Configuring Google Sheets with Pabbly Connect

Once your Google Sheet is refreshed, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’. Click on ‘Initial Setup’. In the dialog box that appears, select your sheet, paste the webhook URL you copied earlier, and specify the trigger column, which is the last column with data.

For example, if your last data entry column is D, enter ‘D’ as the trigger column. After setting this up, click ‘Submit’. This action tells Google Sheets to send data to Pabbly Connect whenever a new row is added.


4. Setting Up the Action to Create Leads in Kartra

Now that the trigger is set, it’s time to configure the action. In the action window of your workflow, search for ‘Kartra’ and select it. For the action event, choose ‘Create Lead’. Click on ‘Connect’ and select ‘Add New Connection’. You will need your Kartra API key and password for this connection. using Pabbly Connect

  • Log into your Kartra account and navigate to ‘My Integrations’.
  • Click on ‘API’ and copy your API key and password.
  • Paste these into Pabbly Connect to establish the connection.

After successfully connecting, you will map the lead details from Google Sheets to Kartra. For instance, map the email address, first name, last name, and phone number from the responses received in Pabbly Connect to the respective fields in Kartra.


5. Testing the Integration Between Google Sheets and Kartra

With the mapping complete, it’s time to test your integration. Go back to your Google Sheet and add a new row with lead details, such as a name, email address, and phone number. Once you add this information, Pabbly Connect will capture the data and send it to Kartra.

Check your Kartra account under ‘My Communications’ to confirm the new lead has been added. If the automation is set up correctly, you will see the new lead reflect in your Kartra account immediately after entering the details in Google Sheets.

This entire process demonstrates how Pabbly Connect streamlines the automation of lead creation from Google Sheets to Kartra, saving you time and effort.


Conclusion

In this tutorial, we explored how to automate the creation of new leads in Kartra from new rows in Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage your leads without manual entry, enhancing productivity and accuracy.

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

How to Connect Facebook Lead Ads to Mailchimp Using Pabbly Connect

Learn how to connect Facebook Lead Ads to Mailchimp using Pabbly Connect. Automate your email marketing process seamlessly with this step-by-step guide. 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


1. Accessing Pabbly Connect for Integration

To connect Facebook Lead Ads to Mailchimp, the first step is to access Pabbly Connect. Open your browser and visit the Pabbly Connect website by searching for ‘Pabbly.com/connect’. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once you have your account, log in to reach the Pabbly Connect dashboard. Click on ‘Create Workflow’ to start the integration process. Name your workflow, for example, ‘Facebook Lead Ads to Mailchimp,’ and click ‘Create’ to proceed.


2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger that will initiate the workflow. In the trigger window, search for ‘Facebook Lead Ads’ in the app selection. Choose this app and select the trigger event as ‘New Lead Instant’ from the dropdown menu. using Pabbly Connect

  • Select your Facebook page where the lead ads are running.
  • Choose the specific lead generation form you want to use.
  • Click on ‘Save and Send Test Request’ to capture lead details.

After saving, Pabbly Connect will wait for a response from Facebook Lead Ads. Generate a test lead using the Facebook Lead Ad Testing Tool to see if the connection works properly. This process will confirm that Pabbly Connect is successfully capturing leads from Facebook.


3. Sending Leads to Mailchimp via Pabbly Connect

The next step is to send the captured lead details to Mailchimp. In the action window, search for ‘Mailchimp’ and select it. Then, choose the action event as ‘Add New Member with Custom Fields’ from the dropdown. using Pabbly Connect

To connect your Mailchimp account, you will need the API key, which you can find in your Mailchimp account settings under the ‘Profiles’ section. Copy this API key and paste it into Pabbly Connect. Also, enter your Mailchimp data center, which appears in the subdomain of your Mailchimp URL.

  • Select the audience list in Mailchimp where the leads will be added.
  • Map the email address and other details from Facebook Lead Ads to Mailchimp fields.
  • Click on ‘Save and Send Test Request’ to finalize the integration.

If everything is set up correctly, the leads will now be added to your Mailchimp account as subscribers, demonstrating how effectively Pabbly Connect facilitates this integration.


4. Testing the Integration Setup

After setting up the integration, it’s crucial to test the workflow. Use the Facebook Lead Ad Testing Tool again to create a new test lead. Ensure you delete the previous test lead first, as only one lead can exist at a time in the testing tool. using Pabbly Connect

Fill out the lead form with new details and submit it. Once submitted, Pabbly Connect will capture this new lead and automatically send the details to Mailchimp. Check your Mailchimp account to confirm that the new lead appears in your audience list.

This testing phase is essential to ensure that every new lead generated from your Facebook Lead Ads is added to Mailchimp without any issues. If the details are accurately reflected in Mailchimp, then your Pabbly Connect integration is functioning perfectly.


5. Conclusion

In this tutorial, we successfully connected Facebook Lead Ads to Mailchimp using Pabbly Connect. By following the detailed steps, you can automate your email marketing process efficiently. Every new lead generated will be captured and added to your Mailchimp audience seamlessly.

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

Utilizing Pabbly Connect for this integration not only saves time but also enhances your marketing efforts. Start automating your workflows today and see the difference it makes in your lead management process!


Automate User Registration to WebinarKit with Stripe Payments Using Pabbly Connect

Learn how to automate user registration to WebinarKit on successful Stripe payments 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


1. Accessing Pabbly Connect for Integration

To automate user registration to WebinarKit on successful Stripe payments, start by accessing Pabbly Connect. Simply visit the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Create a free account on Pabbly Connect, which offers free tasks to test your automation. Once logged in, click on the blue button labeled ‘Create Workflow’ to begin setting up your integration.


2. Creating a Workflow in Pabbly Connect

In the workflow creation section of Pabbly Connect, name your workflow, for example, ‘Stripe Payment Done Add User to WebinarKit’. This name will help you identify the workflow later.

Next, you will see two boxes: Trigger and Action. Select Stripe as the trigger application and choose the event ‘Checkout Completed’. This means that the workflow will trigger when a payment is successfully captured in Stripe.

  • Select Stripe as the trigger application.
  • Choose ‘Checkout Completed’ as the trigger event.

After selecting the trigger, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect Stripe with Pabbly Connect.


3. Setting Up Stripe for Webhook Integration

To connect Stripe with Pabbly Connect, navigate to your Stripe dashboard. Here, go to the Webhooks section and enable test mode for your integration.

Click on ‘Add Endpoint’ and paste the copied webhook URL from Pabbly Connect. In the events section, select ‘Checkout Completed’ to ensure that the webhook triggers when a payment is made.

  • Enable test mode in Stripe.
  • Add the webhook URL from Pabbly Connect.
  • Select ‘Checkout Completed’ as the event.

Once the endpoint is added, perform a test payment in Stripe to ensure that the webhook captures the data correctly in Pabbly Connect.


4. Filtering Payments for Specific Webinar Registrations

After successfully capturing the payment data in Pabbly Connect, you need to filter the payments to ensure that only specific products trigger the registration in WebinarKit.

Utilize the ‘Filter’ feature in Pabbly Connect. Set the condition to check if the payment link corresponds to the specific webinar product. This ensures that only the intended registrant is added to WebinarKit.

Select the ‘Filter’ option in Pabbly Connect. Set the condition to match the payment link.

Once the filter is set, proceed to add the user to WebinarKit only if the condition is met. This ensures that users are added based on specific product payments.


5. Registering Users to WebinarKit

The final step involves registering the user to WebinarKit using Pabbly Connect. Search for WebinarKit in the action application section and select ‘New Webinar Registrant’ as the action event.

Next, connect your WebinarKit account by providing the API key. This key can be found in the settings of your WebinarKit account. After connecting, map the required fields such as email and name from the Stripe payment data captured earlier.

Select ‘New Webinar Registrant’ as the action event. Map the email and name fields from Stripe data.

Once all fields are filled, click ‘Save and Send Test Request’. You should see a confirmation that the user has been successfully registered to your webinar in WebinarKit.


Conclusion

In this tutorial, you learned how to automate user registration to WebinarKit using Pabbly Connect on successful Stripe payments. This integration streamlines the registration process, ensuring that users are added automatically without manual intervention. By setting up this workflow, you can enhance your webinar management efficiently.

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

How to Add Heartbeat Community Users to Google Sheets & Send a Welcome Message Automatically Using Pabbly Connect

Learn how to automate adding Heartbeat community users to Google Sheets and sending welcome messages using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start automating the process of adding Heartbeat community users to Google Sheets, you need to access Pabbly Connect. Go to the Pabbly Connect website by typing Pabbly.com/connect. If you’re a new user, sign up to create an account and receive free tasks to test this automation.

Once signed in, you will be directed to the dashboard. Click on the blue button labeled ‘Create Workflow’ to begin setting up your automation. Name your workflow something descriptive, such as ‘Send Email to New Members of Heartbeat Community’. This will help you identify the workflow later.


2. Setting Up the Trigger Event in Pabbly Connect

The first step in your automation is to set up the trigger event in Pabbly Connect. For this integration, select the application ‘Heartbeat Community’ as your trigger. Choose the trigger event ‘New User’ to activate the workflow whenever a new user signs up.

  • Select ‘Heartbeat Community’ as the trigger application.
  • Choose ‘New User’ as the trigger event.
  • Copy the API key from your Heartbeat software and paste it into Pabbly Connect.

After pasting the API key, click on the blue button labeled ‘Save and Send Test Request’. This will allow you to capture the response from Heartbeat and ensure the connection is successful. You can then proceed to test the integration by signing up as a new user in Heartbeat.


3. Adding Users to Google Sheets Using Pabbly Connect

Once the trigger is set, the next step is to add the captured user details into Google Sheets through Pabbly Connect. Select ‘Google Sheets’ as your action application. Choose the action event ‘Add New Row’ to insert new user data into your spreadsheet.

Connect your Google Sheets account by clicking on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Google Sheets. After the connection is established, select the specific spreadsheet where you want to store the user information. Make sure your Google Sheet has the appropriate columns set up for the user data you wish to collect.

  • Select the spreadsheet that contains the user information.
  • Map the fields such as Name, Email ID, Role, and Join Date from the Heartbeat trigger to the corresponding columns in Google Sheets.
  • Click on ‘Save’ to finalize the action.

After mapping the fields, click on the button to save your changes. The user details will now be automatically added to your Google Sheets whenever a new user joins the Heartbeat community.


4. Sending a Welcome Message Automatically

With the user data now being captured in Google Sheets, the final step is to send a welcome message to the new user using Pabbly Connect. Again, select ‘Heartbeat Community’ as the action application and the action event as ‘Send Direct Message’.

Click on the ‘Connect’ button to link your Heartbeat account. Once connected, you will need to create the message you want to send. You can customize the message to include the new user’s name, ensuring it feels personal. Map the name field from the trigger to the message template to dynamically insert the user’s name.

Compose a welcome message, such as: ‘Welcome to Pabbly Connect’s community!’ Map the recipient’s name and the sender’s name in the message configuration. Click on ‘Save and Send Test Request’ to send the message.

Upon successful execution, the new user will receive a direct message welcoming them to the community. This completes the automation process using Pabbly Connect.


5. Conclusion: Automate Your Community Engagement with Pabbly Connect

In this tutorial, we explored how to automate the process of adding Heartbeat community users to Google Sheets and sending them a welcome message using Pabbly Connect. By setting up triggers and actions, you can efficiently manage user data and enhance communication with your community.

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

Utilizing Pabbly Connect not only streamlines your workflow but also ensures that your community members feel welcomed and engaged right from the start. Start automating today and experience the benefits of seamless integration!

Integrate Facebook Lead Ads with GoHighLevel CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with GoHighLevel CRM using Pabbly Connect. Follow our step-by-step tutorial to automate your lead management. 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


1. Setting Up Pabbly Connect for Integration

To start integrating Facebook Lead Ads with GoHighLevel CRM, the first step is to set up Pabbly Connect. This platform serves as the central integration tool that allows you to automate workflows without coding.

Begin by signing up for a free Pabbly Connect account. Once logged in, you will access the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Facebook to HighLevel Integration’), and click ‘Create’. This will set the stage for your automation.


2. Creating a Trigger with Facebook Lead Ads

After setting up your workflow in Pabbly Connect, the next step is to create a trigger that will initiate the automation whenever a new lead is captured. Search for the ‘Facebook Lead Ads’ option in the trigger section.

  • Select ‘New Lead’ as the trigger event.
  • Connect your Facebook account by clicking ‘Connect with Facebook Lead Ads’.
  • Choose the Facebook page and lead form associated with your ads.

Once connected, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to listen for new leads generated through your Facebook ads.


3. Adding Leads to GoHighLevel CRM

With the trigger set up, the next step in Pabbly Connect is to add the captured leads to GoHighLevel CRM. Choose ‘GoHighLevel’ as your action application and select ‘Create or Update Contact’ as the action event.

To establish this connection, you will need the API key from your GoHighLevel account. Navigate to the settings in your GoHighLevel account, find the API key under the Business Info tab, and paste it into Pabbly Connect. This will enable the integration.

  • Map the fields from the Facebook lead data to the corresponding fields in GoHighLevel.
  • Ensure to include custom fields like gender if they are part of your lead form.

Click on ‘Save and Send Test Request’ to finalize the connection. This will add the new lead as a contact in your GoHighLevel CRM.


4. Using Text Formatter in Pabbly Connect

To effectively manage the lead data, you may need to format text within Pabbly Connect. For instance, if the full name is captured as a single string, you can use the ‘Text Formatter’ to split it into first and last names.

Insert an action step for the Text Formatter and select ‘Split Text’. Map the full name field from the previous step and set the separator as a space. This will allow you to extract first and last names separately.

Choose the segment index to separate first and last names. Map the separated names back into the GoHighLevel contact fields.

This step ensures that all lead information is accurately captured and formatted for your CRM.


5. Testing the Integration

After completing the setup in Pabbly Connect, it’s crucial to test the integration to ensure everything is functioning correctly. You can do this by creating a test lead in your Facebook Lead Ads.

Once the test lead is submitted, check the response in Pabbly Connect to verify that the data has been captured correctly. Refresh your GoHighLevel CRM contacts to see if the new lead appears with all the mapped details and custom fields.

By following these steps, you will have successfully automated the process of adding Facebook leads to GoHighLevel CRM through Pabbly Connect. This integration will save you time and streamline your lead management process.


Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with GoHighLevel CRM using Pabbly Connect. By following the steps outlined, you can automate lead management and ensure that every lead is captured effectively.

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

Integrate Razorpay and Thinkific Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Razorpay and Thinkific using Pabbly Connect to enroll users automatically. Follow this detailed tutorial for effective automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below


1. Access Pabbly Connect for Integration

To begin integrating Razorpay with Thinkific, you first need to access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect section.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply log in. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.


2. Create a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the enrollment process. Click on the plus sign to create a new workflow and name it ‘Add and Enroll Thinkific Users in Bundle for New Razorpay Payment’. using Pabbly Connect

Now, you will see a trigger window and an action window. The trigger is the event that starts the automation, and the action is what happens as a result. Set Razorpay as the application and select the trigger event as ‘Payment Captured’.

  • Select Razorpay as the application.
  • Choose ‘Payment Captured’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

After this, you will need to set up the webhook in your Razorpay account by pasting the copied URL into the webhook settings.


3. Configure the Webhook in Razorpay

To capture payment details, configure the webhook in Razorpay. Go to your Razorpay account settings and find the webhooks section. Click on ‘Add New Webhook’ and paste the URL from Pabbly Connect.

Make sure to enable the event for ‘Payment Captured’. This will ensure that every time a payment is made, Razorpay sends the details to Pabbly Connect. After saving, return to Pabbly Connect, where it will now wait for the webhook response.

  • Navigate to Razorpay settings and select ‘Webhooks’.
  • Click on ‘Add New Webhook’.
  • Paste the webhook URL and enable ‘Payment Captured’.

Once the webhook is set up, make a test payment to capture the response in Pabbly Connect.


4. Search for Thinkific User in Pabbly Connect

After capturing the payment details, the next step is to check if the user already exists in Thinkific. In the action step, select Thinkific as the application and choose ‘Search User’ as the action event. using Pabbly Connect

Connect your Thinkific account by entering the subdomain from your Thinkific URL. After creating the connection, you will need to map the email address from the Razorpay payment details to search for the user. If the user does not exist, you will create a new user.

Select Thinkific as the application. Choose ‘Search User’ as the action event. Map the email address from Razorpay to search for the user.

Once you check if the user exists, you can proceed to either create a user or enroll them in the course bundle.


5. Enroll User in Bundle Using Pabbly Connect

Finally, you will enroll the user in the specified course bundle. If the user does not exist, create a new user in Thinkific and then enroll them in the bundle. If the user exists, simply enroll them in the bundle. using Pabbly Connect

To do this, select Thinkific again and choose the ‘Enroll User in Bundle’ action event. Map the required fields, including the user ID, and specify the bundle name. You can set the activation and expiration dates for the enrollment as well.

Choose ‘Enroll User in Bundle’ as the action event. Map the user ID and select the bundle name. Set activation and expiration dates for the enrollment.

Once everything is set, save the workflow. You can now test the entire integration to ensure that users are enrolled in Thinkific whenever a payment is captured in Razorpay.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Razorpay and Thinkific effectively. By following these steps, you can automate the enrollment of users into your courses seamlessly. This integration not only saves time but also enhances user experience by ensuring immediate access to course materials after payment.

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