Integrate LeadSquared with Zoho CRM Using Pabbly Connect

Learn how to seamlessly integrate LeadSquared with Zoho CRM using Pabbly Connect. This step-by-step tutorial covers all necessary actions and settings. 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


1. Setting Up Pabbly Connect for Integration

To integrate LeadSquared with Zoho CRM, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect dashboard at Pabbly.com/connect. Sign up for a free account to get started with 100 free automation tasks each month.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘LeadSquared to Zoho CRM Integration,’ and click on the ‘Create’ button to proceed. This sets the stage for automating lead management between LeadSquared and Zoho CRM.


2. Setting Up the Trigger in Pabbly Connect

In this section, you will configure the trigger for the integration. The trigger will be set to capture new leads from LeadSquared. In the ‘Choose App’ field, select LeadSquared and then choose the trigger event as ‘New Lead.’ This event will initiate the workflow whenever a new lead is created.

  • Select LeadSquared as the trigger application.
  • Choose ‘New Lead’ as the trigger event.
  • Copy the provided webhook URL for connecting with LeadSquared.

Next, head to your LeadSquared account settings. Locate the API and Webhooks section, where you will create a new webhook connection. Paste the copied webhook URL, set the event to ‘Lead Creation,’ and save the changes. This integration allows Pabbly Connect to capture lead data automatically.


3. Capturing Lead Data from LeadSquared

After setting up the webhook in LeadSquared, you can test the connection by submitting a lead through your landing page or form. Click on the ‘Recapture Webhook Response’ button in Pabbly Connect to fetch the lead data.

Fill out the lead form with details like first name, last name, email, and phone number. Once submitted, the lead data will be captured in Pabbly Connect and displayed in the response section. This confirms that the integration is functioning correctly.


4. Filtering Leads Before Sending to Zoho CRM

To ensure that only relevant leads are sent to Zoho CRM, you can apply a filter in Pabbly Connect. This step allows you to specify criteria for the leads you want to forward. Choose the filter option and set the condition based on the origin of the lead.

  • Select the origin label from the captured data.
  • Set the filter type to ‘equals’ and specify the value as ‘Landing Page Submission.’

After saving the filter, proceed to the next step in the workflow. If the condition is met, the lead information will be sent to Zoho CRM as a new contact, ensuring that only qualified leads are processed.


5. Sending Leads to Zoho CRM

In this final step, you will configure the action to send the lead data to Zoho CRM. In Pabbly Connect, add a new action step by selecting Zoho CRM. Choose the action event as ‘Insert Record’ to create a new contact in Zoho CRM.

Connect your Zoho CRM account by providing the necessary domain and authorizing the connection. After connecting, select the contacts module, and map the lead data fields from LeadSquared to Zoho CRM, such as first name, last name, and email address. Finally, click on ‘Save and Send Test Request’ to create the contact in Zoho CRM.


Conclusion

This tutorial demonstrated how to integrate LeadSquared with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of adding new leads to your CRM, saving time and improving efficiency in lead management.

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 Typeform with WhatsApp Notifications Using Pabbly Connect

Learn how to receive Typeform submissions as WhatsApp notifications using Pabbly Connect and WhatsApp Cloud API. Step-by-step tutorial 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


1. Accessing Pabbly Connect for Integration

To start receiving notifications for Typeform submissions on WhatsApp, you need to access Pabbly Connect. Open your browser and navigate to Pabbly Connect. This platform facilitates the integration between Typeform and WhatsApp using WhatsApp Cloud API.

Once on the Pabbly Connect landing page, create your free account. You will receive 100 free tasks to test your automation. After creating your account, log in to reach the dashboard where you can begin setting up your workflow.


2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the blue button to create a new workflow. Name your workflow something like ‘Typeform to WhatsApp Notification’ to easily identify it later. This is where you will define the trigger and action for your integration.

  • Click on the blue button to create a new workflow.
  • Name your workflow (e.g., ‘Typeform to WhatsApp Notification’).
  • Select Typeform as the first application.

Next, select the trigger event as ‘New Entry’. This event triggers whenever a new submission is made in your Typeform. Click on the ‘Connect’ button to link your Typeform account with Pabbly Connect.


3. Connecting Typeform to Pabbly Connect

Once you click on ‘Connect’, you will be prompted to authorize your Typeform account. Log in to your Typeform account in a new tab, and grant permission for Pabbly Connect to access your form submissions. After successful authorization, you will see your Typeform forms listed in the dropdown menu.

Select the specific form you want to monitor for submissions. For example, if you have a job application form, choose that form. After selecting your form, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can retrieve the latest submission data.


4. Configuring WhatsApp Cloud API in Pabbly Connect

After setting up Typeform, it’s time to configure WhatsApp Cloud API. In the action step, choose ‘WhatsApp Cloud API’ as the application. Select the action event as ‘Send Template Message’. Click on ‘Connect’ to link your WhatsApp Cloud API account with Pabbly Connect.

  • Choose WhatsApp Cloud API as the application.
  • Select ‘Send Template Message’ as the action event.
  • Connect your WhatsApp account by entering your token, phone number ID, and WhatsApp Business Account ID.

To obtain these details, visit the Facebook Developers page, create a new app, and generate a permanent token for your WhatsApp Cloud API account. After entering all required details, click on ‘Save’ to complete the connection.


5. Sending Notifications to WhatsApp

Now that both Typeform and WhatsApp Cloud API are connected through Pabbly Connect, you can configure the message template you want to send. Select the template you created in your WhatsApp account and fill in the necessary fields such as recipient mobile number and message body.

Make sure to map the data from the Typeform submission to the corresponding fields in your WhatsApp message. For instance, include the candidate’s name, email, and position applied for in the message. Once everything is set up, click on ‘Save and Send Test Request’ to test the workflow.

Check your WhatsApp for the notification. You should receive a message confirming the new job application with all the relevant details. This setup allows you to automate notifications seamlessly using Pabbly Connect.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Typeform with WhatsApp notifications. By following these steps, you can automate the process of receiving form submissions directly on WhatsApp, enhancing your workflow efficiency.

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

Automate Sending Quotations to Clients on WhatsApp with Pabbly Connect

Learn how to automate sending quotations to clients on WhatsApp using Pabbly Connect and Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 Automation

To automate sending quotations to clients on WhatsApp, start by accessing Pabbly Connect. Visit the Pabbly Connect website and create an account or log in if you already have one. This platform is essential for integrating various applications seamlessly.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Pabbly Form Builder to WhatsApp’, and click on ‘Create’. This will open the workflow interface where you can set up triggers and actions.


2. Setting Up the Trigger with Pabbly Form Builder

In this section, you will configure the trigger to capture form submissions. Select Pabbly Form Builder as your app and choose the trigger event labeled ‘New Form Submission’. This step is crucial as it allows Pabbly Connect to listen for new submissions from your form.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Pabbly Form Builder where you created your form. Go to the integrations section and create a new webhook by pasting the copied URL. This connection enables Pabbly Connect to receive data from your form.

  • Open your form in Pabbly Form Builder.
  • Navigate to the integrations tab and select ‘Create Webhook’.
  • Paste the webhook URL from Pabbly Connect and save it.

Now that the webhook is set up, perform a test submission to ensure that Pabbly Connect receives the data correctly. This is a vital step to verify that the integration is functioning as intended.


3. Using Lookup Table for Quotation Selection

Next, you’ll set up a lookup table within Pabbly Connect to determine which quotation to send based on the client’s selected location. In the action step, choose ‘Lookup Table’ as your app. This will allow you to map client responses to specific quotation URLs.

In the lookup table configuration, map the location response from the form submission to the lookup key. For each location (like New York, Paris, and London), you will enter the corresponding URL of the quotation document. This ensures that when a client submits their preferred location, Pabbly Connect retrieves the correct quotation link.

  • Map the location response from the form submission to the lookup key.
  • Add entries for each location with their respective quotation URLs.
  • Save the lookup table to finalize this step.

This setup allows Pabbly Connect to dynamically select the correct quotation based on the client’s input, making your automation efficient and tailored to each client.


4. Sending the Quotation via WhatsApp Cloud API

Now it’s time to send the quotation through WhatsApp. In the action step, choose ‘WhatsApp Cloud API’ and select the action event ‘Send Template Message’. This step is where Pabbly Connect facilitates the sending of personalized messages to clients.

Connect your WhatsApp Cloud API account by entering the required details such as the token, phone number ID, and WhatsApp Business Account ID. These credentials are necessary for Pabbly Connect to authenticate and send messages on your behalf.

Enter the WhatsApp Cloud API credentials in Pabbly Connect. Select the template message you created for sending quotations. Map the client’s phone number and the quotation URL in the message template.

After setting up your message template and mapping the required fields, test this action to confirm that the quotation is sent successfully to the client’s WhatsApp number. This integration showcases the power of Pabbly Connect in automating client communication.


5. Conclusion

In this tutorial, we explored how to automate sending quotations to clients on WhatsApp using Pabbly Connect and Pabbly Form Builder. By following the detailed steps, you can streamline your client communication and enhance your business efficiency. Implementing this automation not only saves time but also improves client satisfaction by providing instant responses.

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

With Pabbly Connect, integrating various applications for seamless automation has never been easier. Start using this powerful tool today to transform your business processes!

How to Use WhatsApp for Marketing Your Resort via WhatsApp Cloud API with Pabbly Connect

Learn how to automate WhatsApp marketing for your resort using Pabbly Connect and WhatsApp Cloud API. Step-by-step tutorial for seamless integration. 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 Your Resort Marketing

To begin using Pabbly Connect for your resort’s marketing via WhatsApp Cloud API, first visit the Pabbly website. Click on the top right corner to either sign up or sign in if you already have an account.

Once you are signed in, navigate to Pabbly Connect. This is where you will create a new workflow that integrates Elementor with WhatsApp, allowing you to send automated messages to potential customers.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click the ‘Create Workflow’ button at the top right. Name your workflow, for example, ‘Elementor to WhatsApp’ and click ‘Create’. This sets up the framework for your automation.

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

This webhook URL is essential as it connects Elementor with Pabbly Connect, allowing the automation process to function seamlessly.


3. Setting Up Elementor for Automation

Next, go to your Elementor page. Locate the form you want to automate and click on ‘Edit with Elementor’. Once in the editor, select the form and navigate to the ‘Actions After Submit’ menu.

  • Add a new action by selecting ‘Webhook’.
  • Paste the webhook URL you copied from Pabbly Connect.
  • Update the form to save these settings.

Now your Elementor form is successfully connected to Pabbly Connect, and it will trigger an action whenever a new response is submitted.


4. Setting Up WhatsApp Cloud API in Pabbly Connect

Returning to Pabbly Connect, navigate to the action window and select ‘WhatsApp Cloud API’ as the application. For the action event, choose ‘Send Template Message’. This will allow you to send automated messages via WhatsApp.

Add a new connection and enter the necessary details including the temporary access token. Retrieve the phone number ID from your WhatsApp developer page. Copy the WhatsApp Business Account ID.

Once all details are entered, click ‘Save’ to establish the connection. This integration allows Pabbly Connect to send messages directly to users via WhatsApp.


5. Mapping Details for the WhatsApp Message

In this final step, you will need to map the details for the WhatsApp message. Select the template name you wish to use, such as ‘Send Brochure Final’, and configure the recipient’s mobile number.

Paste the link to your brochure PDF in the document URL field. Fill in the title and body fields with relevant information. Test the connection by sending a test request.

Once the test is successful, your automation is complete. Users will receive WhatsApp messages with your brochure automatically whenever they fill out the Elementor form. This powerful feature of Pabbly Connect enhances your resort’s marketing efforts significantly.


Conclusion

In conclusion, using Pabbly Connect to integrate WhatsApp Cloud API with Elementor allows resorts to automate their marketing effectively. By following these steps, you can ensure seamless communication with potential customers through WhatsApp, enhancing your marketing strategy significantly.

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

Auto Select a Winner for a Lucky Draw Using Pabbly Connect

Learn how to automate the selection of a lucky draw winner using Pabbly Connect, Google Forms, and WhatsApp integration. 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. Setting Up Pabbly Connect for Lucky Draw Automation

To start using Pabbly Connect for your lucky draw automation, first visit the Pabbly Connect dashboard. You can access it by navigating to Pabbly.com/connect. Here, you can create a free account and receive 100 free automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow appropriately, for example, ‘Lucky Draw Automation’. This will set the stage for your automation process using Pabbly Connect.


2. Creating a Google Form for Entries

Next, you’ll need to create a Google Form to collect entries for your lucky draw. The form should include fields such as full name, email ID, WhatsApp number, and store ID. This data will be essential for selecting a winner.

  • Full Name
  • Email ID
  • WhatsApp Number
  • Store ID

By using Pabbly Connect, the responses from this form will be automatically captured in a Google Sheet. This allows for easy tracking and management of entries in your lucky draw.


3. Automating the Selection Process with Pabbly Connect

To automate the selection of a winner, set up a trigger in Pabbly Connect using the Scheduler feature. This will allow you to specify when the workflow should run to check the Google Sheet for entries.

For instance, if you want to announce the results on July 25th at 11 AM, configure the Scheduler accordingly. This ensures that Pabbly Connect checks the entries at the specified time and proceeds with the selection process.


4. Selecting the Winner and Sending Notifications

Once the workflow is triggered, Pabbly Connect will access the Google Sheet to determine how many participants have entered the lucky draw. A random integer will be generated within the range of valid entries to select a winner.

After identifying the winner, Pabbly Connect can send a WhatsApp message to notify the selected participant. You’ll need to connect to the WhatsApp Cloud API to facilitate this communication.

  • Connect to WhatsApp Cloud API
  • Select the message template for notifications
  • Map participant details into the message

This integration allows you to manage the entire lucky draw process seamlessly through Pabbly Connect.


5. Conclusion

By following these steps, you can effectively automate the lucky draw process using Pabbly Connect. This not only saves time but also ensures a fair and transparent selection of winners. The integration with Google Forms and WhatsApp enhances the overall experience for participants.

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

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

Using Pabbly Connect, you can easily set up this automation and manage your lucky draws efficiently, making it a valuable tool for any business.


Using Pabbly Connect for Marketing Your Spice Shop via WhatsApp Cloud API

Learn how to effectively use Pabbly Connect to automate WhatsApp marketing for your spice shop through Facebook lead integration. Follow our step-by-step guide! 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


1. Setting Up Pabbly Connect for Your Spice Shop Marketing

To begin using Pabbly Connect for marketing your spice shop, first visit the Pabbly website. Click on the ‘Sign Up Free’ option if you are a new user, or ‘Sign In’ if you already have an account. Once logged in, navigate to the Pabbly Connect section.

Here, you will see a button labeled ‘Create Workflow’. Click this button to initiate the setup process. You’ll be prompted to name your workflow; a suitable name for this case could be ‘Facebook Leads to WhatsApp’. After naming it, click ‘Create’ to proceed.


2. Integrating Facebook Lead Ads with Pabbly Connect

In this section, we will set up Facebook Lead Ads as the trigger in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. Choose the trigger event as ‘New Lead Instant’. This means that every time a new lead is generated on your Facebook page, an action will be triggered to send a WhatsApp message.

  • Click ‘Add New Connection’ to connect your Facebook account.
  • Once connected, select your Facebook page from the dropdown menu.
  • After selecting the page, choose the specific form you created for your spice business.

After setting up these details, save your settings and send a test request. This will confirm that the connection between Pabbly Connect and Facebook Lead Ads is functioning correctly.


3. Creating a WhatsApp Cloud API Connection

Next, we will set up the WhatsApp Cloud API in Pabbly Connect to send messages. Select ‘WhatsApp Cloud API’ as your action application. Choose ‘Send Template Message’ as the action event. Click ‘Add New Connection’ to begin connecting your WhatsApp account.

To connect, you will need to input several keys from the WhatsApp developers’ page. Navigate to the developers page, and find the ‘Getting Started’ section. Here, copy the ‘Temporary Access Token’ and paste it into Pabbly Connect.

  • Copy the ‘Phone Number ID’ from the developers’ page and paste it into Pabbly Connect.
  • Lastly, copy the ‘WhatsApp Business Account ID’ and paste it as well.

Once you have filled in all the necessary details, save the connection. This will enable Pabbly Connect to send messages through your WhatsApp account.


4. Mapping Data for WhatsApp Messages

Now that we have established the connection, it’s time to map the data for the WhatsApp messages in Pabbly Connect. Select the template name for the message you want to send; for this example, it is ‘Send Brochure Final’. This template will include personalized greetings and your business information.

When mapping the recipient’s mobile number, ensure that you enter it without the plus sign and include the country code. You can utilize a text formatter in Pabbly Connect to split the phone number and remove the plus sign.

Map the recipient’s mobile number from the Facebook lead data. Fill in the body fields with the user’s name and your business name. Add the URL for the brochure you want to send to the user.

Once all data is mapped correctly, save the settings and send a test request to verify that the message is being sent as expected.


5. Testing the Integration

Finally, it’s crucial to test the integration you have set up using Pabbly Connect. After configuring everything, create a dummy lead on your Facebook page to see if the WhatsApp message is sent successfully. Make sure to delete any previous test leads before creating a new one to avoid confusion.

After submitting the dummy lead form, check the WhatsApp account of the recipient. If everything is set up correctly, you should see the message arrive with the brochure attached, confirming that the integration works seamlessly.

This entire process demonstrates how Pabbly Connect can automate your marketing efforts by sending personalized messages to potential customers through WhatsApp whenever new leads are generated on Facebook.


Conclusion

Using Pabbly Connect to automate WhatsApp marketing for your spice shop can significantly enhance your customer engagement. By integrating Facebook Lead Ads and WhatsApp Cloud API, you can efficiently send brochures to new leads, saving time and streamlining your marketing efforts.

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 Stripe Payment with Zoom Webinar Using Pabbly Connect

Learn how to seamlessly integrate Stripe payments with Zoom webinars using Pabbly Connect. This step-by-step tutorial covers all necessary actions and configurations. 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. Accessing Pabbly Connect for Integration

To integrate Stripe with Zoom Webinar using Pabbly Connect, first open your web browser and navigate to the Pabbly Connect website. Sign up for a free account to get started with this powerful automation tool.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create your automation workflow by clicking on the ‘Create Workflow’ button. This is where you’ll set up the integration between Stripe and Zoom Webinar.


2. Setting Up the Trigger Event in Pabbly Connect

In this step, you’ll configure the trigger event in Pabbly Connect. Select Stripe as your trigger application and choose the ‘Checkout Session Completed’ event. This will allow Pabbly Connect to capture payment details when a user successfully pays for a webinar.

  • Select Stripe as the trigger application.
  • Choose ‘Checkout Session Completed’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, log into your Stripe account and navigate to the Webhooks section. Here, add a new endpoint using the webhook URL copied from Pabbly Connect. Ensure you select the correct event to trigger the webhook whenever a checkout session is completed.


3. Making a Test Payment to Capture Data

After setting up the webhook in Stripe, it’s time to test the integration. Use the payment link created for your webinar to make a test payment. This step is crucial as it allows Pabbly Connect to receive the necessary data from Stripe.

Fill out the payment details using test card information provided in Stripe documentation. Once the payment is processed, return to Pabbly Connect to verify that the data has been successfully captured. You should see the payment details reflected in the Pabbly Connect interface.


4. Filtering Payments for Zoom Registration

To ensure that only the correct users are registered for your Zoom Webinar, set up a filter in Pabbly Connect. This filter will check if the payment link corresponds to the specific webinar you are hosting.

  • Add a filter step in Pabbly Connect.
  • Set the condition to match the payment link of your specific webinar.
  • This ensures that only payments for that webinar will trigger the next action.

Once the filter is configured, proceed to the next step, which is registering the user in Zoom Webinar. This ensures that your automation is precise and only registers users who have paid for the correct webinar.


5. Registering Users in Zoom Webinar via Pabbly Connect

Now that the payment has been verified, you can set up the action event to register users in your Zoom Webinar. Select Zoom as the action application and choose ‘Add Webinar Registrant’ as the action event.

Connect your Zoom account to Pabbly Connect and map the necessary fields such as email address, first name, and phone number from the Stripe payment data. This mapping allows Pabbly Connect to automatically register the user with the correct information.


Conclusion

In this tutorial, you learned how to integrate Stripe payments with Zoom Webinar using Pabbly Connect. By following the steps outlined, you can automate the registration process, ensuring a seamless experience for your users. This integration not only saves time but also enhances efficiency in managing your webinars.

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

Enroll Users in Zoom Webinar on Successful Instamojo Payment with Pabbly Connect

Learn how to enroll users in Zoom webinars automatically after successful Instamojo payments 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


1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Visit Pabbly Connect and sign up for a free account if you don’t have one. After signing in, you will be directed to the Pabbly Connect dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Instamojo to Zoom’. This workflow will facilitate the automation between Instamojo and Zoom Webinar.


2. Setting Up the Trigger in Pabbly Connect

In the newly created workflow, you will find two sections: the trigger window and the action window. In the trigger window, search for Pabbly Connect and select ‘Instamojo’ as your app. For the trigger event, choose ‘New Sale’. This setup will allow Pabbly Connect to fetch data every time a new payment is made on Instamojo.

  • Select ‘Instamojo’ in the choose app section.
  • Choose ‘New Sale’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, you will need to integrate this webhook URL into your Instamojo payment link. This ensures that every time a payment is made, the details are sent to Pabbly Connect for processing.


To create a payment link on Instamojo, log into your Instamojo account and navigate to the payment link section. Click on ‘Create New’ and select ‘Payment Link’. Set a purpose for the payment, such as ‘Registration for Conference Webinar’, and set a price.

  • Switch to ‘Smart Link’ and name your payment link.
  • Set the price for the webinar registration.
  • Paste the copied webhook URL into the webhook section.

After setting up the payment link, you can test it by making a dummy payment. This will help confirm that the integration between Instamojo and Pabbly Connect is functioning correctly.


4. Retrieving Customer Details from Instamojo

Once a payment is made, Pabbly Connect will receive the payment details, including the payment ID. However, to get complete customer details, you will need to add another action step in Pabbly Connect. using Pabbly Connect

In the action section, select ‘Instamojo’ again and choose ‘Get Payment Details’ as the action event. Connect your Instamojo account using the private API key and authentication token, which can be found in the API section of your Instamojo dashboard.

Select ‘Get Payment Details’ in the action event. Map the payment ID from the trigger step. Save and test the request to retrieve customer details.

After successfully retrieving the customer details, you can now proceed to add them to your Zoom webinar.


5. Enrolling Users in Zoom Webinar

The final step is to enroll the customer as a new registrant in your Zoom webinar. In the action section of your Pabbly Connect workflow, select ‘Zoom’ and choose ‘Add Webinar Registrant’ as the action event.

Connect your Zoom account and select the specific webinar where you want to add the registrant. Map the required fields such as email address, first name, last name, and phone number from the customer details retrieved earlier.

Select the webinar from the dropdown list. Map the email, first name, last name, and phone number fields. Save and send the test request to confirm enrollment.

After completing these steps, you will see that the customer is now successfully enrolled in your Zoom webinar. This automation ensures that every time a payment is made on Instamojo, the customer is automatically registered in your Zoom webinar without any manual effort.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of enrolling users in Zoom webinars after successful payments on Instamojo. By following the steps outlined, you can streamline your registration process and enhance user 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.

With Pabbly Connect, integrating various applications like Instamojo and Zoom becomes effortless, allowing you to focus on your core business activities.

Integrate Google Forms with GoHighLevel CRM Using Pabbly Connect

Learn how to integrate Google Forms with GoHighLevel CRM using Pabbly Connect. This step-by-step guide will help you automate lead generation effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To initiate the integration process, you first need to access Pabbly Connect. Simply go to your browser and search for ‘Pabbly.com/connect’. If you don’t have an account, click on ‘Sign Up Free’ to create one in just a couple of minutes. If you already have an account, click on ‘Sign In’ to log in.

Once you’re logged into Pabbly Connect, you’ll be taken to the dashboard. Here, click on ‘Create Workflow’ and name your workflow, for example, ‘Google Forms to GoHighLevel’. After naming, click on ‘Create’ to proceed.


2. Setting Up Google Forms as Trigger in Pabbly Connect

In this step, you will set up Google Forms as the trigger in Pabbly Connect. In the trigger window, search for ‘Google Forms’ and select it. Next, choose the trigger event as ‘New Response Received’.

  • Select ‘New Response Received’ as the trigger event.
  • Copy the generated webhook URL provided by Pabbly Connect.
  • Use this webhook URL to connect Google Forms with Pabbly Connect.

After copying the webhook URL, navigate to your Google Form. Go to the ‘Responses’ tab, click on the spreadsheet icon to create a new spreadsheet, and then click ‘Create’. This spreadsheet will store all your form submission data.


3. Configuring Google Sheets with Pabbly Connect Webhooks

Now, you need to configure Google Sheets to work with Pabbly Connect. Go to ‘Extensions’ in your Google Sheets, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if it’s not already installed.

  • After installation, refresh your Google Sheets.
  • Go back to ‘Extensions’, hover over ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’.
  • Paste the webhook URL from Pabbly Connect and set the trigger column.

Set the trigger column to the last data entry column in your spreadsheet (e.g., Column E). Click on ‘Submit’ to save the settings. Then, select ‘Send on Event’ to ensure that whenever a new row is added, the data is sent to Pabbly Connect.


4. Sending Data to GoHighLevel CRM

After configuring Google Sheets, you will send the captured data to GoHighLevel CRM using Pabbly Connect. In the action window, search for ‘GoHighLevel’ and select it. Choose the action event as ‘Create or Update Contact’ and click on ‘Connect’.

You’ll need your GoHighLevel API key to establish the connection. To find this, go to your GoHighLevel dashboard, click on ‘Settings’, and copy the API key. Paste this key back into Pabbly Connect and click ‘Save’.

Map the fields from your Google Form submission to GoHighLevel fields. Ensure you map first name, last name, email, and phone number correctly. Click on ‘Save & Send Test Request’ to verify the connection.

Once the test is successful, you will see the new contact appear in your GoHighLevel account, confirming that the integration works seamlessly.


5. Testing the Integration in Real-Time

To ensure everything is set up correctly, perform a test submission in your Google Form. Enter details for a dummy user and submit the form. Check Pabbly Connect to see if the response has been captured.

Next, go to your GoHighLevel CRM and refresh the contacts page. You should see the new contact added automatically. This confirms that your integration using Pabbly Connect is working perfectly. Repeat this process to test with different entries to ensure reliability.

With this automation, every new form submission in Google Forms will create a new contact in GoHighLevel CRM without manual intervention, saving you time and effort.


Conclusion

Integrating Google Forms with GoHighLevel CRM using Pabbly Connect simplifies lead management. This step-by-step guide enables seamless automation, ensuring 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.

How to Use WhatsApp for Marketing of Tax Consultancy via Pabbly Connect

Learn how to effectively use Pabbly Connect to integrate WhatsApp Cloud API for marketing your tax consultancy through automated messaging. 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


1. Accessing Pabbly Connect for WhatsApp Marketing

To start using Pabbly Connect for your tax consultancy marketing, first, navigate to the Pabbly Connect dashboard. You can do this by visiting the official Pabbly website and signing up for a free account. Once you log in, you will be ready to create your first workflow.

After accessing the dashboard, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Facebook Lead Ads to WhatsApp’. This will help you easily identify the automation process you are about to set up.


2. Setting Up the Trigger with Facebook Lead Ads

In this section, you will set up the trigger to capture new leads from your Facebook Lead Ads. In the trigger window of Pabbly Connect, search for ‘Facebook Lead Ads’ and select it. Choose the ‘New Lead Instant’ trigger event, then click on connect.

  • Select ‘Add New Connection’ to link your Facebook account.
  • Choose the Facebook page running your lead ads.
  • Select the lead generation form you created.

Once you have completed these steps, click on ‘Save and Send Test Request’. Pabbly Connect will now wait for a webhook response, indicating it is ready to receive lead data from Facebook.


3. Generating a Test Lead

To test the integration, you need to generate a test lead using the Facebook Lead Ads testing tool. Select your Facebook page and the corresponding form, then click on ‘Preview Form’ to fill out the required information. using Pabbly Connect

  • Enter a dummy name, phone number, and email address.
  • Submit the form to create a new test lead.

After submitting, return to your Pabbly Connect workflow. You should see the lead data captured in the trigger window, confirming that the integration is functioning correctly.


4. Sending WhatsApp Messages via WhatsApp Cloud API

Next, you will set up the action to send a WhatsApp message to your new lead. In the action window of Pabbly Connect, search for ‘WhatsApp Cloud API’ and select it. Choose the action event as ‘Send Template Message’ and click on connect.

To connect your WhatsApp Cloud API account, you will need your phone number ID, WhatsApp Business Account ID, and a permanent access token. Copy these details from your WhatsApp Cloud API dashboard and paste them into the respective fields in Pabbly Connect.

Select the template message you want to send. Map the mobile number of the lead from the trigger response. Attach your PDF document link as a header document URL.

After filling in all necessary details, click on ‘Save and Send Test Request’ to send the message. You should receive a confirmation response indicating that the WhatsApp message was successfully sent to the lead.


5. Conclusion: Automating Your Tax Consultancy Marketing

In conclusion, using Pabbly Connect to automate WhatsApp messaging for your tax consultancy can greatly enhance your marketing efforts. By integrating Facebook Lead Ads with WhatsApp Cloud API, you can efficiently nurture leads and convert them into clients.

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

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

Each time a new lead is generated, they will automatically receive a WhatsApp message with your service details, ensuring timely communication and improved customer engagement. This automation not only saves you time but also helps in building a professional relationship with potential clients.